Fenix Resources Limited · ASX:FEX
Fenix Resources — Investor Presentation (July 2023)
20 slides from Fenix Resources's investor presentation, Jul 19, 2023
Slide 1: Game Changer in WA's Mid-West
For personal use only Game Changer in WA’s Mid-West Company Presentation | July 2023
Slide 2: Important Disclosure
Important Disclosure This Presentation has been approved by the Board of Fenix Resources Limited. Disclaimer The material in this presentation has been prepared by Fenix Resources Limited (“Fenix”) and is general background information on Fenix. This information is given in summary form and does not
Slide 3: High-Margin Australian Iron Ore Mining and Logistics
High-Margin Australian Iron Ore Mining and Logistics Strong >63% Fe 1.3 Mt 30 For personal use only Cashflow high quality products annual production 140-tonne road trains fully franked dividends High-grade iron ore: Strong production Fully integrated Generated A$50.7M genuine Direct and cost control
Slide 4: Transformational Acquisition in the Mid-West
Transformational Acquisition in the Mid-West Acquisition of Mount Gibson’s Mid-West Iron Ore and Port Assets a Gamechanger for Fenix • Fenix is acquiring the Shine Iron Ore Mine, two on-wharf Storage For personal use only Sheds at Geraldton Port, two Mid-West rail sidings and mining assets at the Ex
Slide 5: Shine Iron Ore Mine
For personal use only SHINE IRON ORE MINE ASX: FEX | 5
Slide 6: Geraldton Port
For personal use only BERTH 4 GERALDTON PORT ASX: FEX | 6
Slide 7: Perenjori Rail Siding
For personal use only PERENJORI RAIL SIDING ASX: FEX | 7
Slide 8: Extension Hill Camp and Geraldton Port Shed
For personal use only EXTENSION HILL CAMP AND GERALDTON PORT SHED 5 ASX: FEX | 8
Slide 9: A Success Story in WA's Mid-West: Ready to Grow
For personal use only A Success Story in WA's Mid-West: Ready to Grow ASX: FEX | 9
Slide 10: Strong Track Record
Strong Track Record The Fenix Model: Rapid Mine Development and Cashflow 33 Acquisition of Mid West MTHS Iron Ore and Port Assets For personal use only June 2023 Steady state production of 1.3 Mtpa First iron ore shipment 20 5 February 2021 MTHS >A$127m in cash flow MTHS Fully franked dividend to sh
Slide 11: Producing High Margin, Premium Iron Ore
Producing High Margin, Premium Iron Ore In a World Class Mining Jurisdiction At a Steady State Run Rate of 1.3Mtpa • Iron Ridge hosts some of the highest-grade iron ore in WA For personal use only • Mineral Resources total 8.3Mt at 64.8% Fe inclusive of Ore Reserves1 • Premium2 DSO product that comp
Slide 12: Ownership of Infrastructure: Mine to Port
Ownership of Infrastructure: Mine to Port Haulage • Fenix 100% owns Fenix-Newhaul Pty Ltd, which provides haulage services to and from Iron Ridge For personal use only • Deploying cutting edge technology, generating some of the industry’s highest returns and safety statistics Port • Lease agreement
Slide 13: Unlocking Mid-West Potential: Third Party Logistics
Unlocking Mid-West Potential Third Party Logistics Mine to Port Solutions for Regional Producers • The Mid West Ports Authority estimated tonnage shipped through Geraldton Port will increase significantly over the next 10 years For personal use only • Fenix can provide emerging and established Midwe
Slide 14: A Focus on Technology
A Focus on Technology Fenix Newhaul Kickstart Academy: A World Class Training Simulator Supported by a world class simulator, Fenix Newhaul's For personal use only training program delivers two pathways to an MC license class: • A 2-year fully paid Youth Traineeship including certificate III in Driv
Slide 15: Backed By Solid ESG Credentials
Backed By Solid ESG Credentials Providing Opportunities in the Mid West • The Iron Ridge project has generated >200 new full-time jobs • Naming rights sponsor of the Fenix Geraldton Buccaneers – a successful franchise in the NBL1 West conference For personal use only • A known partner in the Mid Wes
Slide 16: Strong Relationships with Traditional Owners
Strong Relationships with Traditional Owners Working Together with the Wajarri Yamatji People • Mining Cooperation & Benefits Agreement developed together with Wajarri Yamatji People to protect and preserve heritage sites (Little Wilgie Mia and For personal use only Wilgie Mia) and blast vibration m
Slide 17: Corporate Overview
Corporate Overview 6 Month Share Price Chart FEX A$196.5M ASX Code Market Cap (as at 13 July 2023) A$0.31 634.2M For personal use only Share Price (as at 13 July 2023) Shares on Issue A$68.9M 1.3Mtpa Cash at Bank (as at 31 Mar 2022) Current Production 10.8% ~6400 A$50.7M ~A$50/t Owned by Company Dir
Slide 18: Highly Experienced Board & Management Team
Highly Experienced Board & Management Team For personal use only John Welborn Garry Plowright Craig Mitchell Stuart Ausmeier Chris Tuckwell Adrian Third Chairman Director Director Chief Financial Officer General Manager Commercial Manager Mr Welborn is a champion for Mr Plowright is an Mr Mitchell f
Slide 19: Fenix Has Shipped 3Mt of High Grade Iron Ore
For personal use only FENIX HAS SHIPPED 3MT TONNES OF HIGH GRADE IRON ORE FROM ITS GERALDTON PORT FACILITIES ASX: FEX | 19
Slide 20: Contact
ASX:FEX For personal use only CONTACT John Welborn | Chairman john@fenixresources.com.au