Australian Strategic Materials Ltd · ASX:ASM
Australian Strategic Materials — Mines and Money London 2022
11 slides from Australian Strategic Materials's conference presentation, May 4, 2022
Slide 1: A vertically integrated company providing an alternative, reliable, global supply of Critical Metals
A vertically integrated company providing an alternative, reliable, global supply of Critical Metals David Woodall Managing Director 4 May 2022
Slide 2: Disclaimer
Disclaimer This presentation contains certain forward-looking statements Competent Person and forecasts, including possible or assumed reserves and resources, The information in this document that relates to the Ore Reserves and production levels and rates, costs, prices, future performance or poten
Slide 3: Corporate Profile
Corporate Profile Share Price and Volume (6 Months) 15.00 5.0 Capital Structure 4.5 12.50 Daily Volume Traded (m shares) Ordinary Shares (m) 139.5 4.0 Closing Share Price (A$/sh) 3.5 Share Price (14 April 22) A$7.34 10.00 3.0 Market Capitalisation A$1.02B 7.50 2.5 52 week low/high A$4.08/A$14.15 2.0
Slide 4: ASM: De-risking the Global Supply Chain
ASM: De-risking the Global Supply Chain Global Bottleneck Upstream Midstream Downstream End Use Mining & Extraction Separation & Refining Metallisation & Alloying Magnetisation & Forming 7% 1% 1% 1% 1% 1% 3% Global supply chain: 12% 7% 7% 11% 7% Concentrated China China China China 17% 60% 80% Lacks
Slide 5: Our Vision
Our Vision An alternative, secure and environmentally responsible supply of critical metals to the world Dubbo Source High Purity Metal Product Dubbo oxides 3rd Party oxides • Zirconium • Titanium metal, powder, • Rare earths alloy • Niobium • Permanent magnet alloy • Hafnium • Dysprosium A global,
Slide 6: Korean Metals Plant
Korean Metals Plant Metals Plant Pilot Plant High Purity Metals Produced • Low capital, small footprint and readily scalable Praseodymium 5.3kg 99.3% • Located in Ochang Foreign Investment Zone, 115km south of Seoul Dysprosium 7.5kg 99.53% NdPr 9kg 99.65% • Will produce metal, alloy and powder to cu
Slide 7: Dubbo: Long Life Project - Strong Financials
Dubbo: Long Life Project - Strong Financials Hafnium Project 4% Niobium • 400km northwest of Sydney and 25km from Dubbo 19% • Proven flowsheet with Australian Nuclear Science & Technology Organisation Rare Earth Oxides • Construction ready - major permits received, water license and land owned 44% S
Slide 8: ESG: Responsible Stewardship
ESG: Responsible Stewardship Targeting operational net-zero Supporting community Strong, credentialed leadership • Reduce emissions - • Solid history of successful engagement • Led by a diverse and experienced o Refurbish railway with local, regional, state and federal Board and leadership team o Ch
Slide 9: Australian Strategic Materials
Australian Strategic Materials Secure, stable and sustainable critical metals to the world © 2022 ASM Ltd
Slide 10: David Woodall
David Woodall Managing Director Australian Strategic Materials P: +61 8 9200 1681 E: [email protected] asm-au.com © 2022 ASM Ltd
Slide 11: Dubbo Project Resources & Reserves
Dubbo Project Resources & Reserves Dubbo Project – Mineral Resources Tonnes ZrO2 HfO2 Nb2O5 Ta2O5 Y2O3 TREO* Resource Category (Mt) (%) (%) (%) (%) (%) (%) Measured 42.81 1.89 0.04 0.45 0.03 0.14 0.74 Inferred 32.37 1.90 0.04 0.44 0.03 0.14 0.74 Total 75.18 1.89 0.04 0.44 0.03 0.14 0.74 *TREO% is th
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