Jubilee Metals Group PLC · LSE:JLP
Jubilee Metals — Non-Deal Roadshow (March 2022)
21 slides from Jubilee Metals's roadshow presentation, Mar 13, 2022
Slide 1: March 2022
Jubilee DE Metals oreue E Platinum Rhodium Zine Lead Cobalt Iridium March 2022 195.08 102.906 65:39 2072 58.933 19222 " “Cr ‘Cu ‘Va ‘Ru ‘Au Pd Chromium Copper Vanadium | Ruthenium Gold 10642) 51996 63.546 50.942 woo?) 196.97
Slide 2: Disclaimer
Disclaimer Important Notice: All reasonable care has been taken to ensure that the facts stated in these presentation materials are accurate and that any forecasts, opinions and expectations contained therein are fair and reasonable. Accordingly, no representation or warranty express or implied is m
Slide 3: Introducing Management
Introducing Management Leon Coetzer Pedja Kovacevic Johan Meyer Chief Executive Officer Chief Financial Officer Head of Projects A qualified chemical engineer, Mr. Coetzer held various Mr. Kovacevic has a Masters Degree in Economics and a Mr. Meyer is a qualified mechanical engineer, with a technica
Slide 4: Overview
Turning mining liabilities into assets – Diversified metals recovery business - since Overview implementing environmentally conscious metal recovery solutions that ensure a zero- effluent policy production first began, Jubilee has been delivering as a diversified metal producing company, operating w
Slide 5: Jubilee Today
Jubilee Today Looking to leverage off a strong platform with new copper revenue in 2022 Group Revenue South Africa Revenue 140 1600% 120 1400% 100 1200% 1000% 80 800% 60 600% 40 400% 44 000 PGM ounces of 1 200 000 tonnes per + Optional 16 000 ounces 20 200% annual capacity at recently- annum of chro
Slide 6: Jubilee's Transformation
Jubilee’s Transformation Ensuring we take full advantage of our unmatched processing excellence Jubilee of the past Jubilee today Jubilee tomorrow Years of work perfecting our Proven in SA, now rolling out Strategy to leverage this unique Processing excellence technology in Zambia experience to grow
Slide 7: Jubilee Today: H1 Operational Highlights
Jubilee Today: H1 Operational Highlights
Slide 8: Jubilee Today – H1 Revenue
Jubilee Today – H1 Revenue Inyoni and Zambia just getting started 6 months to end-Dec 2022 PGM Revenue Chrome Copper 35000 10000 12% 40000 30000 8000 PGM Revenue 25000 40% 30000 20000 6000 Chrome 20000 15000 4000 Copper 10000 48% 10000 2000 5000 0 0 0 H1H1 FY2021 2022 H1H1FY2020 2021 H1H1FY2021 2022
Slide 9: Jubilee South Africa: West to East
Jubilee South Africa: West to East
Slide 10: Jubilee Today – South Africa
Jubilee Today – South Africa A solid base to build from Thabazimbi New integrated chrome and The increased Inyoni capacity is PGM facility increases Jubilee’s able to process PGM and Inyoni operational capacity to chrome material from a diverse Western 1 200 000 tonnes per annum of chrome concentrat
Slide 11: Jubilee Tomorrow – South Africa Growth
Jubilee Tomorrow – South Africa Growth Potential to replicate strategy on the Eastern Limb Western limb operations provide unencumbered cash flow and assets, a strong foundation for securing price effective term debt finance for Eastern Limb expansion Potential for new PGM plant In 2021 Jubilee ente
Slide 12: Jubilee Zambia: A new entrant with significant growth
Jubilee Zambia: A new entrant with significant growth
Slide 13: Jubilee Today – Zambia
Jubilee Today – Zambia New expansion into Zambia – Southern Strategy Sable refinery is Circuit Produced copper Produced copper Produced copper enhancements cathodes out of cathodes out of cathodes from operational and completed to tailings material ROM from small copper concentrate producing copper
Slide 14: Jubilee Today – Zambia
Jubilee Today – Zambia Brand new entrant established in Zambia – Southern Strategy Roan concentrator will ramp up production in April/May 2022 • ROM contracts and tailings material to feed Roan • Concentrates will be shipped to Sable Refinery • 500 to 800 tons of copper per month to Sable (depending
Slide 15: Jubilee Today – Zambia
Jubilee Today – Zambia 300 million tons of copper waste - still small part of actual size of opportunity Southern Refinery Northern Refinery (Refinery targets the brownfields expansion (diagram excl 3rd party feed and 10 000 tpa refers to Project Roan target alone. of an existing refinery in Kitwe 1
Slide 16: Jubilee Tomorrow – Zambian Growth
Jubilee Tomorrow – Zambian Growth Potential to exponentially grow Northern Refining Strategy Zambia has massive mine waste and tailings Decommissioned refining and processing facilities Jubilee perfectly poised to seize opportunity dumps that have not been formally processed in Zambia available, for
Slide 17: Jubilee Tomorrow – Zambia
Mine Waste • Acquire or form strategic partnerships with the owners of the resources • Get access or acquire existing decommissioned refineries and processing facilities • This will fast track the projects and reduce project risk Jubilee Tomorrow • Lower capital (power, water and existing infrastruc
Slide 18: Jubilee Tomorrow: The Opportunity
Jubilee Tomorrow: The Opportunity
Slide 19: Jubilee Tomorrow – global expansion
Jubilee Tomorrow – global expansion The world is full of tailings deposits for us to evaluate Global Tailings Mt Everest Global tailings • Weight – 282.5 billion tonnes height height 9km 6km • Annual growth – 12.3km3 • Volume – 217.3km3 Contribution by commodity Nickel, 2% Lead/zinc, 3% Other, Phosp
Slide 20: Jubilee's Opportunity
Jubilee’s Opportunity The team is in place Strong operational track record with World class team. The core ESG: Turning mining liabilities into an outstanding PGM and chrome leadership team has executed assets. Host countries recognise platform in South Africa that has complex greenfield and brownfi
Slide 21: Jubilee's Opportunity
Thousands of mines globally, all produce tailings and lower grade ‘waste’ product Plenty of brownfield processing assets lying idle or at reduced capacity Jubilee’s We have a ‘shop window’ that displays our operational excellence Opportunity Benefit to respective governments for both mining legacy b
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