Estrella Resources Limited · ASX:ESR
Estrella Resources — Investor Presentation (June 2022)
18 slides from Estrella Resources's investor presentation, Jun 3, 2022
Slide 1: Spargoville – Transitioning to Nickel Production
For personal use only SPARGOVILLE – TRANSITIONING TO NICKEL PRODUCTION June 2022
Slide 2: Disclaimer & Declaration
Disclaimer & Declaration For personal use only This presentation has been prepared by Estrella Resources Limited (“ESR”) as a summary of the company’s exploration and development activities, with particular reference to the Spargoville Project near Kalgoorlie, WA. No Offer of Securities The presenta
Slide 3: Experienced Board & Management
Experienced Board & Management For personal use only LESLIE PEREIRA Experienced investor and businessman with involvement in small companies and maximising their potential value. Heavily involved in driving growth of Majestic Resources / Petra Diamonds – now merged with Petra Diamonds – and, subsequ
Slide 4: Estrella – At A Glance
Estrella – At A Glance WA-focussed nickel exploration company transitioning into production in a Tier-1 mining and processing jurisdiction with a highly experienced board and management team For personal use only Carr Boyd Nickel Sulphide Project (100%-owned) Spargoville Nickel Sulphide Project (100
Slide 5: Nickel Prices are Rising
Nickel Prices are Rising Significant battery demand generated by rapid uptake of EVs and other supply chain issues are driving ongoing price For personal use only increases Monthly Nickel Price 1 Year LME Nickel Warehouse Stock Levels AUD/T Tons 50000 300000 45000 250000 40000 200000 35000 Severe LM
Slide 6: Right Time For New Mine Developments
Spargoville – Right Time For New Mine Developments For personal use only With major appreciation in the nickel price, time is right to rapidly transition 100% owned Spargoville nickel sulphide project to a producing asset Acquired via the purchase of WA Nickel Pty Ltd in 2017 when nickel projects
Slide 7: 5A Nickel Deposit (2022 Priority)
Spargoville – 5A Nickel Deposit (2022 Priority) 5A represents a potential early nickel producing opportunity for Estrella via an open pit cutback operation For personal use only accessing valuable nickel tonnes 5A mineralisation consists of a 30m deep Oxide Zone, which was mined in an open pit (19
Slide 8: 5A Resource Confirmation Drilling Commenced
Spargoville – 5A Resource Confirmation Drilling Commenced For personal use only Diamond drilling underway at Spargoville 17 shallow holes to take 6 weeks to complete Assays to be expedited Aim of diamond drilling program is: Confirm metallurgical “Top of Fresh” zone (Depth where the Transi
Slide 9: Other Potential Near-Term Production Assets
Spargoville – Other Potential Near-Term Production Assets For personal use only 5B Deposit 5D (Andrew’s) Deposit 1A Deposit Kambalda-style komatiite Deposit is thought to be a Lies 4km North of 5A, 5B & 5D deposit similar to 5A with westerly continuation of the 5A and is another Kambalda-style
Slide 10: Other Potential Near-Term Production Assets
Spargoville – Other Potential Near-Term Production Assets 5B Deposit 5D (Andrew’s) Deposit 1A Deposit For personal use only Cross sectional view of the 1A Nickel Mine Long section of the 5B deposit, pit and decline, showing showing the discontinuous Inferred Resource Minotaur Exploration’s significa
Slide 11: Transitioning to Production by Q1 2023
Spargoville - Transitioning to Production by Q1 2023 For personal use only JUNE 2022 SEPTEMBER 2022 NOVEMBER 2022 Q1 2023 Diamond drilling for metallurgical 1.Commence work on confirmation and resource pit 1.Completion of DFS & 1.Commencement 5A Deposit expansion of JORC optimisation & mining approv
Slide 12: In the Nickel Supply Chain for Green Energy Solutions
Spargoville - In the Nickel Supply Chain for Green Energy Solutions For personal use only Estrella is focusing efforts toward the production of nickel sulphide, used for green energy solutions, starting with the development of the 5A nickel mine WESTERN AUSTRALIA Nickel Sulphide Nickel Mining Purifi
Slide 13: Electric Vehicle Market
Electric Vehicle Market EV technologies such as full battery electric vehicles (BEV) and plug-in hybrid electric vehicles (PHEV) are increasingly becoming attractive options that help For personal use only reach environmental, societal and health objectives. Given the importance of nickel in EV batt
Slide 14: Contact
For personal use only Contact: Chris Daws Managing Director M: +61 8 9481 0389 E: info@estrellaresources.com.au
Slide 15: Appendices
For personal use only APPENDICES Estrella Resources (ASX:ESR) Investor Presentation 15
Slide 16: Overall Nickel Market
Overall Nickel Market Nickel output declines over the past years driven by slowdowns in infrastructure projects and production of nickel-based stainless steel goods in China is being For personal use only offset by stronger nickel prices and demand outlook. This positive outlook includes new mines s
Slide 17: Cathode and nickel demand linked to EV battery demand growth
Cathode and nickel demand are directly linked to EV battery demand growth Nickel is a fundamental raw material in lithium-ion battery cathodes, and adding more nickel can boost a battery’s energy density, translating into more range per pound of battery For personal use only Given the commoditised n
Slide 18: Capital Structure
Capital Structure ASX Tickers ESR & ESROA 6-month Share Price For personal use only Share Price A$0.025 0.04 60 Millions Market Cap A$30M 0.035 50 Cash ~ A$7.9M (As at 31 March 2022 incl. ~A$4.8M “options in 0.03 the money”) 40 Enterprise Value $30.4M 0.025 FPOS 1,200,681,540 0.02 30 Options 10,000,
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