Sunrise Energy Metals Limited · ASX:SRL
Sunrise Energy Metals — Investor Presentation (July 2025)
22 slides from Sunrise Energy Metals's investor presentation, Jul 23, 2025
Slide 1: ASX Announcement: Amendment to Investor Presentation
ASX Announcement 23 July 2025 Amendment to Investor Presentation MELBOURNE, Australia – Sunrise Energy Metals Limited (Sunrise Energy Metals or the Company) (ASX:SRL and OTC:SREMF) wishes to advise on an amendment to the Investor Presentation released on 18 July 2025, titled “Syerston Scandium Proje
Slide 2: Syerston Scandium Project: Scandium in Alloys
Syerston Scandium Project Scandium in Alloys Sam Riggall, Managing Director Timothy Langan, Global Manager Scandium Alloy Development July 2025
Slide 3: Cautionary statement
Cautionary statement Certain statements in this news release constitute “forward-looking statements” or “forward-looking information” within the meaning of applicable securities laws. Such statements involve known and unknown risks, uncertainties and other factors, which may cause actual results, pe
Slide 4: Sunrise Energy Metals portfolio
Sunrise Energy Metals portfolio Syerston Scandium Sunrise Nickel-Cobalt Exploration • Largest high-grade scandium • Large, long-life, low-cost resource • Prospective copper-gold targets resource globally across the Cloncurry district covering • Permitted, engineered and 1,000 km2 north-east of Mt Is
Slide 5: Scandium market
Scandium market 4
Slide 6: Scandium 101
Scandium 101 • Scandium (Sc) is the lightest transition metal and classified as a rare earth element (REE) - it is common in the earth’s crust, but at very low concentrations • It has a potent ability to transform the properties of other elements and compounds, especially in aluminium and in piezoel
Slide 7: Global demand
Global demand • Solid oxide fuel cells remain the largest Global demand by application end-use application - steady growth driven (c. 50tpa Sc2O3Eq) primarily by Bloom Energy (CA), with 5% future potential in hydrogen electrolysers • Aluminium alloys are the largest use 20% case - automotive, marine
Slide 8: Global supply
Global supply Global supply by location • China’s share of global scandium supply exceeds that of almost all strategic metals, Primary including gallium, germanium, silicon and rare earths • China has actively pursued a vertical Refined Metal integration strategy to control supply and pricing into w
Slide 9: Chinese supply – titanium dioxide pigment waste
Chinese supply – titanium dioxide pigment waste • Most of China's scandium production has come from re- processing of TiO2 pigment waste, which is acidic and usually contains traces of radioactive elements (U, Th) • This feedstock has low concentrations of scandium (c. 10-20ppm) and is often dispose
Slide 10: New trade and export controls on scandium
New trade and export controls on scandium A new US trade landscape China’s response US trade policies have rapidly increased In April 2025 MOFCOM declared the landed cost of scandium in the US: scandium a ‘dual-use item’ under the new ➢ new tariffs on Chinese chemical Dual Use Items Export Control R
Slide 11: Sunrise – leadership in the development of Sc end markets
Sunrise – leadership in the development of Sc end markets 10
Slide 12: Why use scandium in aluminum alloys?
Why use scandium in aluminum alloys? • Scandium is the most potent alloy for aluminum – it increases strength, improves extrudability, enhances corrosion resistance and makes aluminum both weldable and printable • Increased strength (and lower weight) of Al-Sc alloys can drive substitution of steel
Slide 13: Optimizing conversion of scandium units to master alloy
Optimizing conversion of scandium units to master alloy • Scandium is not a cheap metal, nor is its conversion into a useable form (or its incorporation into a functional alloy) particularly efficient – there can be yield losses in production of master alloy, in billet/ingot production and/or atomiz
Slide 14: Impact of scandium prices on alloy cost
Impact of scandium prices on alloy cost • Scandium increases the cost of Alloy Input Cost versus Scandium Concentration and Oxide Cost aluminum billet and ingot $8 production $7 - Scandium cost in billet at 0.10%wt adds between $0.90 $6 to $1.80/lb $5 Input Cost, USD/lb • Scandium alloys perform bes
Slide 15: A long history of partnering to develop the Sc market
A long history of partnering to develop the Sc market Joint cooperation on development of aluminium- Supply and recycling process for scandium- High-strength, low-concentration alloy to scandium alloys for automotive and aerospace containing 3D printing material accelerate adoption in automotive Dev
Slide 16: A growing patent portfolio
A growing patent portfolio ➢ Heat treatment of aluminum alloys containing silicon Patents and scandium ➢ Fabrication of Sc containing sputtering targets ➢ Aluminum-Magnesium-Lithium-Scandium alloys for additive manufacturing ➢ High strength aluminum alloy conductor foils for batteries ➢ Aluminum all
Slide 17: Syerston Scandium Project
Syerston Scandium Project 16
Slide 18: Syerston Scandium Project: location and infrastructure
Syerston Scandium Project: location and infrastructure Granted Mining Lease (ML1770) adjacent to excellent road and rail infrastructure Water rights secured, electrical connection application submitted Freehold land rights surrounding the project are secured 17
Slide 19: Syerston Mineral Resource Estimate
Syerston Mineral Resource Estimate Syerston Mineral Resource Estimate (JORC 2012) • Resource estimate supported by 1,940 drill holes over 73,870 metres of drilling, including 47,817 assays Cut-off Class Mt (dry) Sc (ppm) Sc (t) Sc2O3 Eq (t)* 300 ppm Measured 5.3 436 2,299 3,518 • Deposit extends 4.5
Slide 20: Deliverables
Deliverables Delivered Upcoming Granted Mining Lease ❑ Update Syerston Mineral Resource and Ore Reserve Estimates Environmental Impact Statement completed ❑ Finalise Feasibility Study (3Q25) Water rights secured and pump testing ❑ Offtake discussions (ongoing) completed Electrical connection applica
Slide 21: Investment summary
Investment summary High quality asset • A large, high-grade source of mineable scandium, adjacent to excellent infrastructure • Amenable to shallow, low strip mining with decades of expandable resource available Advanced and with • Piloting and metallurgical test work completed with excellent result
Slide 22: Corporate Investors
Corporate Investors Sam Riggall Craig Sainsbury +61 3 9797 6700 craig.sainsbury@automiocgroup.com.au
Sunrise Energy Metals — Investor Presentation (July 2025) on 6ix