Central Asia Metals Plc · LSE:CAML
Central Asia Metals — Shareholder Meeting (May 2025)
16 slides from Central Asia Metals's shareholder meeting presentation, May 2025
Slide 1: Investing in our future
Investing in our future 2025 AGM Presentation 1
Slide 2: Disclaimer
CENTRAL ASIA METALS PLC | 2025 AGM PRESENTATION | MAY 2025 DISCLAIMER The information contained in this confidential document (“Presentation”) has been prepared by Central Asia Metals plc (the “Company”). It has not been fully verified and is subject to material updating, revision and further amendm
Slide 3: CAML Operations
CENTRAL ASIA METALS PLC | 2025 AGM PRESENTATION | MAY 2025 CAML OPERATIONS Sasa (100%) Kounrad (100%) - Underground zinc and lead mine, - In-situ dump leach and SX-EW northeast North Macedonia. copper operation, central - Production commenced in 1960s; Kazakhstan CAML acquired in 2017 - In productio
Slide 4: CAML 2024 Overview
CENTRAL ASIA METALS PLC | 2025 AGM PRESENTATION | MAY 2025 CAML 2024 OVERVIEW FINANCIAL HIGHLIGHTS EBITDA EBITDA MARGIN COPPER $101.8m 47% PRODUCTION EBITDA FREE CASH FLOW 13,439t $88.8m CASH $67.6m $65.7m COPPER EBITDA DEBT FREE SALES MARGIN REVENUE PROFIT AFTER TAX 13,521t 73% $214.4m $50.8m GROUP
Slide 5: Metals for a Sustainable Future: Why Invest in CAML?
CENTRAL ASIA METALS PLC | 2025 AGM PRESENTATION | MAY 2025 METALS FOR A SUSTAINABLE WHY INVEST FUTURE IN CAML? COPPER A high-margin business ‒ Essential for electrical infrastructure (renewable and conventional) committed to growth ‒ Critical in electric motors and generators ‒ Key to the clean-ener
Slide 6: Kounrad Copper Operation
CENTRAL ASIA METALS PLC | 2025 AGM PRESENTATION | MAY 2025 KOUNRAD COPPER OPERATION Kounrad Mine Eastern Dumps 7 5 6 2 20 SX-EW 9-10 plant 13 Western Dumps 21a 15 1a 16 Kounrad village 22 6
Slide 7: Kounrad Copper Production
CENTRAL ASIA METALS PLC | 2025 AGM PRESENTATION | MAY 2025 COPPER PRODUCTION KOUNRAD - 2024 production 13,439t of copper cathode - 2025 production guidance of 13,000–14,000t of copper cathode - Licensed to 2034 - 85kt minimum recoverable copper remaining Western dump actual Cu recovery vs. forecast
Slide 8: 2024 Kounrad C1 Copper Cash Cost
CENTRAL ASIA METALS PLC | 2025 AGM PRESENTATION | MAY 2025 2024 KOUNRAD C1 COPPER CASH COST 2024 C1 cash cost $0.80/lb 2024 2023 2024 2023 (2023: $0.74/lb) Cost $m $m $/lb $/lb $0.06/lb YoY increase, owing to: Reagents 3.7 3.3 0.13 0.11 – 33% of C1 cash cost increase is due to 377t lower production
Slide 9: Sasa Zinc and Lead Mine
CENTRAL ASIA METALS PLC | 2025 AGM PRESENTATION | MAY 2025 SASA ZINC AND LEAD MINE - Skarn-hosted lead-zinc deposit in North Macedonia - Mining mainly cut-and-fill and long-hole stoping with paste fill - Tailings disposal prioritises underground fill and dry-stack system, with the remainder going to
Slide 10: Sasa Zinc and Lead Production
CENTRAL ASIA METALS PLC | 2025 AGM PRESENTATION | MAY 2025 ZINC AND LEAD PRODUCTION SASA - 2024 production of 18,572t of zinc-in-concentrate and 26,617t of lead-in-concentrate - 2025 production guidance of 19,000-21,000t of zinc and 27,000-29,000t of lead - Life of mine to 2039 Unit 2024 2023 Sasa z
Slide 11: 2024 Sasa Run-of-Mine Costs
CENTRAL ASIA METALS PLC | 2025 AGM PRESENTATION | MAY 2025 2024 SASA RUN-OF-MINE COSTS 2024 RoM unit costs $64.6/t 2024 2023 (2023: restated $56.2/t) C1 cash cost 2024 2023 $m $m $8.4/t YoY increase, owing to: RoM t 762,456 805,621 – Reduction in RoM ore extracted by 43,165t, contributing 58% of the
Slide 12: Sasa Zinc and Lead Mine: Transition to Paste Fill Mining
CENTRAL ASIA METALS PLC | 2025 AGM PRESENTATION | MAY 2025 SASA ZINC AND LEAD MINE TRANSITION TO PASTE FILL MINING Paste Backfill Plant Dry Stack Tailings Central Decline ‒ Consistent operation during ‒ Construction of Dry Stack ‒ Completed on schedule in 2024; since commissioning Tailings (DST) Pla
Slide 13: Sustainability Summary
CENTRAL ASIA METALS PLC | 2025 AGM PRESENTATION | MAY 2025 SUSTAINABILITY SUMMARY 2024 HIGHLIGHTS ‒ Published the fifth annual Sustainability Report ‒ Conducted second double materiality assessment ‒ Achieved a 44% reduction in Scope 1 and 2 GHG emissions ‒ Finalised a biodiversity strategy for the
Slide 14: Growth Strategy
CENTRAL ASIA METALS PLC | 2025 AGM PRESENTATION | MAY 2025 GROWTH STRATEGY SEARCH FOR MATERIAL TRANSACTION 2024 ACTIVITY - Larger, in-production or near-development acquisitions OPPORTUNITIES to enhance scale REVIEWED - European time zone (plus Kazakhstan) 37 - Focus is on base metals - Must be accr
Slide 15: Summary and Outlook
CENTRAL ASIA METALS PLC | 2025 AGM PRESENTATION | MAY 2025 SUMMARY AND OUTLOOK OUTLOOK - 2025 production guidance unchanged from the previous year - Transition to paste-fill mining methods well under way - Ramp up operation of Dry Stack Tailings Plant CAPITAL ALLOCATION PRIORITIES - Continued invest
Slide 16: Contact Details
CENTRAL ASIA METALS PLC | 2025 AGM PRESENTATION | MAY 2025 CONTACT DETAILS INVESTOR RELATIONS MANAGER Richard Morgan rm@caml.uk +44 (0) 207 898 9001