Impact Minerals Limited · ASX:IPT
Impact Minerals — Investor Presentation (March 2025)
25 slides from Impact Minerals's investor presentation, Mar 19, 2025
Slide 1: Cost-disruptive High Purity Alumina
Impact Minerals Limited For personal use only Cost-disruptive High Purity Alumina ASX: IPT
Slide 2: Renounceable Rights Issue
RENOUNCEABLE RIGHTS ISSUE 2 new shares for every 7 shares owned at a price of 0.6 cents per share. For personal use only One free attaching listed option for every 2 shares subscribed for with an exercise price of 1.5 cents per share that expire in 2.5 years TIMETABLE Offer Closes Friday March 21st
Slide 3: Use of Funds
USE OF FUNDS For personal use only 1. Completion of the PFS on Lake Hope and commencement of pilot plant project 2. Drilling of the Arkun nickel-copper-PGE target 3. Ground geophysics at Broken Hill 4. Costs of the Offer ASX Release February 28th 2025 ASX: IPT
Slide 4: Why Now?
WHY NOW? For personal use only 1. Completion of the PFS delayed by contractors and also receipt of crucial test work 2. First time an offer sent to all shareholders since acquiring the rights to the project 2 years ago 3. Continue acceleration of the project development ASX Release February 28th 202
Slide 5: What lies beneath Lake Hope? A Transformational Acquisition
What lies beneath Lake Hope? For personal use only A Transformational Acquisition ASX Release 21st March 2023 ASX: IPT
Slide 6: The Lake Sediments
The Lake Sediments For personal use only Micron to nanometre sized particles! ASX: IPT
Slide 7: For personal use only
For personal use only ASX: IPT
Slide 8: The Lake Hope PFS Jigsaw Puzzle
The Lake Hope PFS Jigsaw Puzzle For personal use only ASX: IPT
Slide 9: Project Location
Project Location For personal use only Western Australia A Tier One Jurisdiction ASX: IPT
Slide 10: 10-15 Year Starter Pit
10-15 Year ”starter pit” For personal use only ASX Releases 21st March 2023 and 8th November 2023 ASX: IPT
Slide 11: Mining Lease Application Lodged
Mining Lease Application Lodged For personal use only ASX Release August 12th 2024 ASX: IPT
Slide 12: First Nations: Heritage Clearance Granted
First Nations: Heritage Clearance Granted For personal use only The Ngadju The Ngadju community is an immensely proud First Nations people who continue to develop the Ngadju membership. We want all Ngadju people to experience improvements in physical and spiritual health and to assist with teaching
Slide 13: Mining Option Areas
Mining Option 2 Areas For personal use only Area 3 HR Area 2 HG Area 3 Area 4 Area 1 HR Area 1 Area 2 ASX: IPT
Slide 14: The Lake Hope PFS Jigsaw Puzzle
The Lake Hope PFS Jigsaw Puzzle For personal use only ASX: IPT
Slide 15: Process Plant: small and elegant
Process Plant: small and elegant For personal use only ASX: IPT
Slide 16: Federal Grant of $2.87 million
Federal Grant of $2.87 million For personal use only • Three-way collaboration with CPC Engineering and ECU • Construction of Pilot Plant • Sustainable HPA production • Membrane Selective Technology for reagent and waste water • Forms the foundation of the Definitive Feasibility Study. ASX Release 2
Slide 17: The Lake Hope PFS Jigsaw Puzzle
The Lake Hope PFS Jigsaw Puzzle For personal use only ASX: IPT
Slide 18: The HPA Decade? Forecast Supply and Demand
THE HPA DECADE? For personal use only Forecast Supply and Demand Supply Deficit 2026 Kindly Provided by Alpha HPA Limited ASX: IPT
Slide 19: The Alpha HPA Journey
The Alpha HPA Journey (ASX:A4N) $1 B! For personal use only $20 M • Recent Letter of Intent for 4,000 tonnes per annum in semiconductors • Construction of 10,000 tonnes per year plant in progress • Average basket price of >US$30,000 per tonne ASX: IPT
Slide 20: Forward Plan
Forward Plan For personal use only 2023 2024 2025 2026 Maiden Resource Continue optimisation Complete PFS Complete pilot plant Scoping Study and PFS start Compile PFS Start Bench Pilot Plant Design 1000 tpa Demo Plant Environmental Baseline studies Resource Upgrade Qualification Trials Product devel
Slide 21: Come With Us On The Journey
COME WITH US ON THE JOURNEY • We aim to be one of the lowest-cost For personal use only producers of HPA globally. • We have a unique deposit in a Tier 1 Jurisdiction. • We have a cost-disruptive metallurgical process now in PFS. • We will build out our capabilities in metallurgy and final product s
Slide 22: Other Projects
Other Projects For personal use only An increased focus on HPA requires monetization of other projects where possible Although, Impact will drill test compelling targets if identified! Commonwealth, Lachlan Fold Belt NSW: Burrendong Minerals discussions Arkun, WA: Drill programme planned for April-M
Slide 23: Arkun, WA: Ni-Cu-PGM
Arkun, WA: Ni-Cu-PGM For personal use only • Coincident geochemistry and geophysics • To be drilled April-May with EIS funding of $180,00020 ASX Release 14th March 2025 ASX: IPT
Slide 24: Broken Hill
Broken Hill For personal use only • Recent ground acquisition • Largest ground holder • New model for Copper mineralisation • Results of the BHP Xplor programme • Watch this space! ASX Release 10th March 2025 ASX: IPT
Slide 25: Offer Closes Friday March 21st
OFFER CLOSES FRIDAY MARCH 21ST For personal use only • Act Now! • You can apply for shortfall • Questions to rightsissue@impactminerals.com.au ASX: IPT