Altius Minerals Corporation · TSX:ALS
Altius Minerals — Q2 2020 Earnings Presentation
8 slides from Altius Minerals's earnings presentation, Aug 7, 2020
Slide 1: Second Quarter 2020 Financial Results
Second Quarter 2020 Financial Results August 7, 2020
Slide 2: Forward Looking Statements
Forward Looking Statements This document includes certain statements that constitute “forward‐looking statements” and “forward-looking information” within the meaning of applicable securities laws (collectively, “forward‐looking statements”). Forward-looking statements include statements regarding A
Slide 3: Q2 – 2020 Financial Highlights
Q2 – 2020 Financial Highlights Quarterly Attributable Revenues Quarterly Adjusted Operating Cash Flow $19.5 million $13.0 million $13.4M $11.8M Q2-2019 Q2-2020 Q2-2019 Q2-2020 • Q2 – 2020 revenue of $13.0 million down from Q1 – 2019 revenues of $19.5 million and $16.3 million in Q1 – 2020. • Adjuste
Slide 4: Royalty Revenue By Commodity
Royalty Revenue By Commodity Zinc Other 3% 1% Macro-Trend Altius Royalty Exposure Steel Making Coal 4% Fossil Fuel to Clean Power Conversion Coal to Renewables Clean Iron Ore 10% Transportation Electrification Cu, Co, Ni, Li Copper Electrical Q2-2020 34% Generating Royalty Coal 16% Revenue Sustainab
Slide 5: Balance Sheet
Balance Sheet • Repaid $5 million on term debt in the quarter • Cash and public equity holdings as of June 30, 2020 includes $31 million cash + $48 million junior equities portfolio position + $70 million LIORC position. • Cash and public equity holdings as of August 6, 2020 includes $16 million cas
Slide 6: PG Business Value
PG Business Value Junior Equity Portfolio $17M 57 Converted to new royalties and junior equities since 2016 market bottom $1M Projects $11M $54M $54M $48M $55 $33M $22M Portfolio value as at August 6, 2020 -$3M -$6M Million April 2016 April 2017 December 2018 December 2019 June 2020 Expense Net Mone
Slide 7: Outlook
Outlook Mining Royalties ▪ A significantly stronger second half expected with commodity price appreciation and operator guided stable to higher production volumes ▪ Pandemic related uncertainty levels remain high however Renewables ▪ Several additional royalties expected to be created upon project s
Slide 8: Thank You
Thank You PRODUCING ROYALTIES DEVELOPMENT ROYALTIES PROJECT GENERATION PROJECT RENEWABLE ENERGY PORTFOLIO Flora Wood CONTACT Director, Investor Relations INFORMATION Phone: (416)346-9020 Email: Flora@altiusminerals.com 8 TSX:ALS | OTCQX:ATUSF