Altius Minerals Corporation · TSX:ALS
Altius Minerals — Investor Presentation (September 2020)
18 slides from Altius Minerals's investor presentation, September 2020
Slide 1: Altius Minerals: TSX: ALS | OTCQX: ATUSF
TSX: ALS | OTCQX: ATUSF Renewable Power | Clean Steel | Potash | Copper | Lithium | Nickel | Cobalt
Slide 2: Forward Looking Statement
FORWARD LOOKING STATEMENT This document includes certain statements that constitute “forward” Forward-looking statements speak only as of the date those looking statements” and “forward-looking information” within the statements are made. Except as required by applicable law, Altius does meaning of
Slide 3: Royalties on a Sustainable Natural Resource Future
ROYALTIES ON A SUSTAINABLE NATURAL RESOURCE FUTURE Macro-Trend AltiusRoyaltyExposure Fossil Fuel to Renewable Renewables Replacing Coal Subsidiary Altius Renewable Royalties Corp. (“ARR”) reinvesting royalties from Energy Transition phasing out coal mines to fund the development of a portfolio of mo
Slide 4: Diversified Assets and Operators
DIVERSIFIEDASSETS AND OPERATORS Diversified Royalty Production Investment Grade Operators Copper Other 19.4% Royalties 16.7% High Quality Steel Inputs 10.9% Battery Consensus NAV Metals Breakdown† 3.5% Renewable Electricity Generation 11.2% Potash Electricity 28.4% Generation (Coal) 9.9% TSX: ALS |
Slide 5: Capital Structure
CAPITAL STRUCTURE TSX: ALS | OTCQX: ATUSF Research Coverage Issued Common Shares 41.5 million Cormark Securities Inc Richard Gray Fairfax Preferred Securities 10.0 million ($100 million) Craig Hitchison TD Basic Market Capitalization $440 million Raymond James Brian MacArthur Annual Dividend $0.20 p
Slide 6: Track Record
TRACK RECORD 15 Producing Royalties Revenues Zinc 2019 3% Royalty Revenues $78.0M Steel Making Coal 4% High Purity Iron Ore $33M $46M $67M $78M $6M $28M 20% Copper FY 2014 FY 2015 FY 2016 FY 2017 2018 2019 2019 37% Royalty Revenue Adjusted Operating Cash Flow Electricity Generation (Coal) 14% Batter
Slide 7: PG Business Growth
PG BUSINESS GROWTH Royalty Creation at Negative Cost Altius generates mineral exploration projects for sale in exchange for royalties and equity positions. This is a proven Equity/Royalty Investment Strategy that allows creation of new 60 Projects pipeline royalties at negative cost and provides cas
Slide 8: Drilling Exposure
DRILLING EXPOSURE >$85mm Equity Raised and 130,000m of Drilling in 2020 Equity Raised in 2020 by Altius’ PG Portfolio Companies Top 10 Drill Programs by Meterage within Altius’ PG Portfolio $35 M 50,000m $25 M 18,000m 15,000m 14,600m $13.3 M $4.5 M 5,000m 5,000m 4,000m $3.7 M 3,000m 3,000m 3,000m $2
Slide 9: Altius: Long Term Organic Growth Profile
ALTIUS Long Term Organic Growth Profile TSX: T S X : ALS A L S ||OTCQX: OTCQ XATUSF : AT U S F ||9 8
Slide 10: Royalty Lives
ROYALTY LIVES Unrivalled Sustainability & Expandability Weighted to 2019 revenue contribution levels our royalties have a potential weighted average remaining life of more than 121 years. Iron IOC 25 14 16 Several additional deposits identified. Resource increased by 46% in the past 3 years with sev
Slide 11: Royalty Growth Opportunities
ROYALTYGROWTH OPPURTUNITIES Strong operating margins and long resource lives (121 New renewable energy royalty business growing Renewable Royalty Organic (Free) Mine years revenue weighted average) motivating multiple new fast as electricity generation transition accelerates Business Gaining Royalty
Slide 12: Altius Renewable Royalties
ALTIUS Renewable Royalties TSX: ALS | OTCQX: ATUSF |12
Slide 13: Renewables Transition Momentum Gaining
RENEWABLESTRANSITION MOMENTUM GAINING Electrification trends (e.g. transportation about to shift to EV) Past the Within the electricity sector, renewable Megatrends Driving will cause demand for electricity to grow relative to other sources of Tipping energy has become the cheapest form of Increased
Slide 14: ARR Development Progress Accelerating
ARR DEVELOPMENT PROGRESS ACCELERATING Formation Formation Acquisition Royalty Investment Royalty Investment GBR formed and begins Developed and refined GBR acquired by Altius US$30MM royalty US$35MM+ royalty working on business renewable royalty Minerals (through Altius investment in Tri Global inve
Slide 15: Tri Global Energy Investment - Proof of Concept
TRI GLOBAL ENERGY INVESTMENT- PROOF OF CONCEPT Three Project Royalties Created To Date • Renewable energy royalties are being generated ahead of schedule – project sales in first year represent more than half that required for full royalty vesting threshold - with remainder expected throughout 2020
Slide 16: Apex Is One of the Largest Renewable Energy Developers in US
APEX IS ONE OF THE LARGEST RENEWABLE ENERGY DEVELOPERS IN US 21 GW Development Portfolio 1.6 GW Project Transacted in 2019 +2.0 GW under construction Apex is one of the largest renewable energy developers in the U.S. and has commercialized over 5 gigawatt (GW) of clean energy projects since inceptio
Slide 17: ARR Market Value Potential?
ARR Market Value Potential? Currently in discussions with select strategic Also considering the public spin out of ARR as a investors to participate in a subsidiary level pure play renewable energy royalty business. equity capital raising in order to allow a more rapid scaling of the business and to
Slide 18: Thank You
THANKYOU Producing Project Royalties Generation Development Renewable Energy Royalties Portfolio Flora Wood Director, Investor Relations Phone: (416) 346-9020 Email: flora@altiusminerals.com TSX: ALS | OTCQX: ATUSF |18
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