Agrimin Limited · ASX:AMN
Agrimin — Noosa Mining Investor Conference 2024
20 slides from Agrimin's conference presentation, Jul 17, 2024
Slide 1: Delivering the Nutrition Our World Needs
DELIVERING THE NUTRITION OUR WORLD NEEDS AGRIMIN LIMITED Noosa Mining Investor Conference 17-19 July 2024 ASX: AMN
Slide 2: Important notices and disclaimers
Important notices and disclaimers Nature of Document Cautionary Statement This presentation has been prepared as a summary only, and does not contain all information about Agrimin Limited’s The Definitive Feasibility Study results, production target and forecast financial information referred to in
Slide 3: Globally significant potash deposit
Globally significant potash deposit The Mackay Project is the world’s largest undeveloped potash bearing salt lake Multi-commodity exploration upside West Arunta landholding hosting highly prospective exploration targets adjacent to recent discoveries Valuable investment portfolio 40% shareholding i
Slide 4: Food security for future generations
Food security for future generations
Slide 5: Leveraged to Global Megatrends
Leveraged to Global Megatrends Potash is critical for global food security Growing Global Population How to Feed the World’s Population 9.7bn Population growth: 6.9bn 9.7 billion by 2050 3.bn 77 200 Rising food demand: 1960 2010 2050 50% increase 2012 - 2050 Shrinking Arable Land Per Capita 4.3ha/ca
Slide 6: The Premium Potash Fertiliser
The Premium Potash Fertiliser SOP trades at a substantial price premium to MOP Sulphate of Potash (SOP) Current Price1 o Chloride-free source of potassium and sulphur US$630/t o Essential for high value, chloride intolerant Market Size crops such as fruits, vegetables, coffee, tea, vines and tree nu
Slide 7: Primary vs Secondary/Mannheim SOP
Primary vs Secondary/Mannheim SOP Mannheim SOP produces significantly more CO2 and hydrochloric acid by-product • Primary SOP has strong ESG credentials, aligning with global sustainability goals • 50-60% of global SOP production is Mannheim • Displacement of Secondary/Mannheim SOP by Mackay Potash
Slide 8: Lake Mackay is a Globally Important Asset
Lake Mackay is a Globally Important Asset Largest undeveloped in the world at 3,500km2 Global SOP Salt Lake Operations by Surface Area • Many existing operations are suffering from declining reserves 8,000 Developed lake and environmental constraints 7,000 Undeveloped lake • Potash is classified as
Slide 9: Mackay Potash Project
Mackay Potash Project
Slide 10: Largest undeveloped potash salt lake in the world
Largest undeveloped potash salt lake in the world Located 940km south of Wyndham Port, Western Australia SOP Ore Reserve 20.0Mt and Mineral Resource of 123.4Mt1 450ktpa of organically certified use-ready SOP at the mine gate2 +80% renewable penetration through wind and solar 3 340km private haul roa
Slide 11: Achievements and lookahead
Achievements and lookahead Diligent technical, commercial and regulatory approach Achievements 2014-2018 2019 2020 2020 2021 2022 Preliminary Feasibility Environmental Definitive Feasibility Environmental Independent Technical Environmental Environment & Heritage Referral Study Scoping Document Re
Slide 12: Design Development
Design Development Western Australian conditions are bespoke and our design responds Disciplined Approach +10 years of traditional owner engagement, environment and heritage to Development surveys, on-lake piloting, testwork and engineering design Comprehensive Scoping Study, PFS and DFS completed a
Slide 13: Exploration & Tali Resources
Exploration & Tali Resources
Slide 14: Agrimin Exploration & Tali Resources Pty Ltd
Agrimin Exploration & Tali Resources Pty Ltd Substantive exploration potential and WA1 shareholding Agrimin Exploration Tenure (Filtered Gravity over Filtered Magnetics) Tali Resources Pty Ltd Tenement Map (40% owned by Agrimin) • Agrimin holds untested strike extent within the West • Tali is a priv
Slide 15: Corporate
Corporate
Slide 16: Company Overview
Company Overview Executive team with large-scale operational expertise Corporate Snapshot – ASX: AMN Market capitalisation 1 Debbie Morrow $81M Managing Director and CEO Cash balance2 11% $4.0M • Highly accomplished energy and mining executive with extensive experience leading large-scale projects a
Slide 17: Thank you
Food security for future generations Globally significant potash deposit The Mackay Project is the world’s Thank you largest undeveloped potash bearing salt lake Please connect on LinkedIN to follow Multi-commodity exploration upside our exciting journey West Arunta landholding hosting highly prospe
Slide 18: Appendix
Appendix
Slide 19: Mackay SOP Project – Mineral Resources and Ore Reserve
Appendix 1 Mackay SOP Project – Mineral Resources and Ore Reserve Measured and Indicated Total Drainable Porosity Aquifer Inferred Resource Mineral Resource Estimate1 volume Measured Indicated Total zone (Mm3) K (mg/L) SOP (Mt) K (mg/L) SOP (Mt) K (mg/L) SOP (Mt) K (mg/L) SOP (Mt) K (mg/L) SOP (Mt)
Slide 20: Contact
CONTACT Office contact: Investor relations: Media contact: 2C Loch Street Debbie Morrow Michael Vaughan Nedlands WA 6009, Australia Managing Director and CEO Fivemark Partners T: +61 8 9389 5363 T: +61 8 9389 5363 M: +61 422 602 720 E: admin@agrimin.com.au E: dmorrow@agrimin.com.au E: michael.vaugha