Andromeda Metals Limited · ASX:ADN
Andromeda Metals — Investor Presentation (April 2022)
16 slides from Andromeda Metals's investor presentation, Apr 8, 2022
Slide 1: DFS Update 8 April 2022
For personal use only Our Vision: Leading the world in the sustainable supply of superior quality industrial minerals and advancement of nanotechnologies. DFS UPDATE 8 APRIL 2022 ASX:ADN andromet.com.au
Slide 2: Disclaimer and compliance statement
Disclaimer and compliance statement No investment advice and investment risk This Presentation has been prepared by Andromeda Metals Limited (ACN 061 503 375) (Andromeda or Company). The information contained in this Presentation does not constitute investment or financial product advice (nor taxati
Slide 3: Our Board
Our Strategy Our Leaders Industrial Minerals Metals Nanotechnology Our Future Our Board For personal use only Mick Wilkes Melissa Holzberger James Marsh Andrew Shearer Joe Ranford Independent Non-Executive Non-Executive Director Managing Director Non-Executive Director Operations Director Chair Chai
Slide 4: Where we are today
Our Strategy Our Leaders Industrial Minerals Metals Nanotechnology Our Future Where we are today For personal use only $295M $42.8M NIL Market Cap Cash Debt Combined kaolin Definitive Feasibility Great White Progressing toward As at end of As at resources over Study released Kaolin Project generatin
Slide 5: Our Future
Our Strategy Our Leaders Industrial Minerals Metals Nanotechnology Our Future ASX:AND| andromet.c om.au For personal use only 5
Slide 6: Our strategic focus areas
Our Strategy Our Leaders Industrial Minerals Metals Nanotechnology Our Future Our strategic focus areas For personal use only INDUSTRIAL MINERALS - GROW Great White Kaolin Project Mount Hope Kaolin Project Eyre Kaolin Project Camel Lake Project >100Mt of JORC Resources 1,2,3,4 METALS - HARVE
Slide 7: Great White Kaolin Project - Products
Our Strategy Our Leaders Industrial Minerals Metals Nanotechnology Our Future Great White Kaolin Project - Products For personal use only Ceramic product Coatings product Concentrate Product Concrete Product Great White CRM™ Great White PRM™ Great White KCM™90 Great White HRM™ Binding Offtake in p
Slide 8: Chinese kaolin market price by end-use market
Our Strategy Our Leaders Industrial Minerals Metals Nanotechnology Our Future Chinese kaolin market price by end-use market in 2021(page 34 of DFS) ASX:ADN| andromet.com.au For personal use only Potential pricing range from TMZI KCM Opportunity (Stage 1) CRM Opportunity (Stage 3) With further benefi
Slide 9: Definitive Feasibility Study: A considered staged strategy
Our Strategy Our Leaders Industrial Minerals Metals Nanotechnology Our Future Definitive Feasibility Study For personal use only A considered staged strategy De-risked measured approach Minimising upfront capital requirement Allows for funding subsequent expansion phases via retained earnings
Slide 10: Definitive Feasibility Study – staged approach
Our Strategy Our Leaders Industrial Minerals Metals Nanotechnology Our Future Definitive Feasibility Study – 4 staged approach For personal use only Stage 1 Stage 2 Stage 3 Stage 4 KCMTM90 & HRMTM CRMTM &HRMTM CRMTM & HRMTM CRMTM, PRMTM & Products – Products – Products – HRMTM Products – 300kt Feed
Slide 11: Great White Kaolin Project – Summary
Our Strategy Our Leaders Industrial Minerals Metals Nanotechnology Our Future Great White Kaolin Project – Summary Building a foundation from one of the largest reserves of halloysite-kaolin in the world ASX:ADN| andromet.com.au For personal use only PLANT FEED PRODUCTION PRODUCTION PRODUCTION (NOMI
Slide 12: Great White Kaolin Project – Summary
Our Strategy Our Leaders Industrial Minerals Metals Nanotechnology Our Future Great White Kaolin Project –Summary ASX:ADN| andromet.com.au For personal use only START-UP CAPITAL SUSTAINING REVENUE EBITDA (STAGE 1) CAPITAL $93.8 M $26 M $4,706 M $2,283 M PRE-TAX NPV (BEFORE TAX) IRR PAYBACK PERIOD CA
Slide 13: What's next
Our Strategy Our Leaders Industrial Minerals Metals Nanotechnology Our Future What’s next ASX:ADN| andromet.com.au For personal use only Finance Approvals and construction Value opportunities Definitive Feasibility Study completed Mining Lease granted Carbon capture plant delivery Additional
Slide 14: James Marsh, Managing Director & CEO
For personal use only James Marsh Managing Director & CEO james.marsh@andromet.com.au ASX:ADN andromet.com.au Level 10, 431 King William Street, Adelaide, South Australia 5000 +61 8 7089 9800 Authorised for release by the Board of Andromeda Metals Ltd
Slide 15: JORC Resource Reference Tables
JORC Resource Reference Tables 1 Measured Resource Indicated Resource Inferred Resource Total Resources Tonnes PSD Kaolinite Halloysite Tonnes PSD Kaolinite Halloysite Tonnes PSD Kaolinite Halloysite Tonnes PSD Kaolinite Halloysite (Mt) <45µm (%) (%) (Mt) <45µm (%) (%) (Mt) <45µm (%) (%) (Mt) <45µm
Slide 16: GWKP Key Indicators
Our Strategy Our Leaders Industrial Minerals Metals Nanotechnology Our Future Great White Kaolin Project –Summary ASX:ADN| andromet.com.au For personal use only GWKP Key Indicators Parameter Life of mine (Total) Plant feed (nominal) Dry metric tonnes (dmt) 300,000 (years 1-5) 600,000 (years 6-28) Pr
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