Jupiter Mines Limited · ASX:JMS
Jupiter Mines — Africa Down Under 2023
16 slides from Jupiter Mines's conference presentation, Sep 6, 2023
Slide 1: Poised for Growth
For personal use only 1 Poised for Growth September 2023 Africa Down Under | Perth, Western Australia
Slide 2: Disclaimer
Africa Down Under | Company Introduction 2 Disclaimer For personal use only This presentation is provided for information purposes only. The information in This presentation may contain forward looking statements that are based on this presentation is in a summary form, does not propose to be comple
Slide 3: Overview
Africa Down Under | Overview 3 1 Jupiter is the largest manganese miner on the ASX, through its 49.9% For personal use only Jupiter Pages 4 - 6 share of one of the world’s best manganese mines. 2 The outlook for manganese is positive, with expectations of demand growth Market Pages 7 - 9 and supply
Slide 4: Jupiter Mines
Africa Down Under | Jupiter Mines 4 Jupiter is the largest manganese miner on the ASX, with 49.9% ownership of Tshipi, a Tier 1 manganese mine. For personal use only Ian Murray, Chairman Peter North, NED Share Price Market Cap ex Gold Road MD Safika Resources Co-founder Board of Directors A$0.202 A$
Slide 5: Tshipi mine location and neighbourhood
Africa Down Under | Jupiter Mines 5 Tshipi mine location and neighbourhood. For personal use only
Slide 6: Tshipi is one of the world's best manganese mines
Africa Down Under | Jupiter Mines 6 Tshipi is one of the world’s best manganese mines. 1 Material 3 Tshipi Sales (Mt, LHS) and Costs (US/dmtu, RHS) and Mn Price (US/dmtu, FOB, RHS) …outstanding ESG performance….. Production and For personal use only 4.0 $7.00 Key ESG KPI Performance, last 4 years (o
Slide 7: Manganese market outlook is constructive for growth
Africa Down Under | Market 7 The manganese market outlook is constructive for growth, with demand growth and supply contraction expected. …due to continuing growth from steel and new demand from 1 More manganese ore supply will be needed… 2 EV batteries. For personal use only Manganese Demand vs Sup
Slide 8: South Africa has the clearest opportunity to increase export volumes
Africa Down Under | Market 8 Already the leading manganese supplier, South Africa has the clearest opportunity to increase export volumes… Manganese Ore Market Share (% of Global Production, Reserves) For personal use only 80% 73% Reserves 70% Reserves 60% Clear leaders in global Production 50% prod
Slide 9: Significant production and endowment of major KMF mines
Africa Down Under | Market 9 …due to the significant production and endowment enjoyed by the major KMF mines, including Tshipi. Mine Production Mine Life Distance from Ownership 1. Significant production: the nine mines (order: South to North) (Mt, 2022) (years to go) Tshipi shown produced 30% of gl
Slide 10: Aim to be the largest manganese producer by 2028
Africa Down Under | Strategy 10 Jupiter aims to be the largest manganese producing company in the world by 2028, while sustaining and improving customer, ESG and shareholder return outcomes. For personal use only
Slide 11: Strategies to improve efficiency, grow volume and enter EV battery market
Africa Down Under | Strategy 11 These objectives will be achieved through strategies to improve operating efficiency, grow production volume and enter the EV battery market, while being accountable to a new ESG framework. For personal use only
Slide 12: Executing specific year plan strategies
Africa Down Under | Strategy 12 …by executing specific 5 year plan strategies. Benefit from Jupiter Business Benefit Link to Strategy Objectives Strategy use only Margin CO2 / Robust Date (Est) Revenue Risk Diversify Mn Leader Reliable Responsible % Energy Returns Logistics 1 Mar 24 + Fittest in the
Slide 13: Strategic execution will honour connection to South Africa
Africa Down Under | Strategy 13 Jupiter’s business and opportunity is in South Africa. Jupiter’s strategic execution will honour and sustain this connection. For personal use only
Slide 14: Compelling Investor Value Proposition
Africa Down Under | Value Proposition 14 Compelling Investor Value Proposition. 1 Compelling Dividends… 2 + Growth Upside… 3 + Manganese Price Upside. For personal use only Dividends per Share vs Current JMS Share Price (Financial Years) JMS Five Year Growth Target: Mn Ore Production (Equity Share)
Slide 15: Summary
Africa Down Under | Summary 15 Summary 1 For personal use only Jupiter is the largest manganese miner on the ASX, through its 49.9% share of one of the world’s Jupiter best manganese mines. 2 The outlook for manganese is positive, with expectations of demand growth and supply Market contraction. 3 S
Slide 16: For more information contact
For personal use only 16 For more information contact: Investor Relations @ Jupiter Investorrelations@jupitermines.com JUPITER MINES LTD | jupitermines.com