Sprott Inc. · TSX:SII
Sprott — Investor Presentation (August 2022)
27 slides from Sprott's investor presentation, Aug 2, 2022
Slide 1: Sprott ESG Gold ETF (SESG)
Sprott ESG Gold ETF (SESG) Gold that Aligns with Your Values Investor Presentation V21
Slide 2: The world's first ETF to exclusively source ESG gold
Sprott ESG Gold ETF (SESG) The world’s first ETF to exclusively source and refine gold from recognized ESG mining leaders.1 “ESG” stands for environmental, social and governance. ESG investing is a way of investing in companies based on their commitment to one or more ESG factors. It is often also c
Slide 3: Trust, Transparency & Traceability
Trust, Transparency & Traceability Providing Trust, Transparency and Traceability Aligned with investor ESG goals and values: Sustainability Provenance Conflict Free Lower Supply Trusted Refining Chain Risks & Storage Click to edit Master title style Sprott ESG Gold ETF (SESG) | 3
Slide 4: Partners in Raising the ESG Bar
Partners in Raising the ESG Bar • A leading precious metals asset manager • Direct sourcing from ESG mining leaders • Segregated refining and vaulting © 2022 Royal Canadian Mint. All rights reserved. Agnico Eagle,Yamana Gold and the Royal Canadian Mint are not affiliated with Sprott Asset Management
Slide 5: Sustainability
Sustainability SESG directly sources from select gold producers that we believe are leaders in ESG mining and sustainability, and that demonstrate: Ongoing commitment to advancing sustainability within their operations Adoption of leading industry standards including the World Gold Council’s Respons
Slide 6: Provenance
Provenance SESG provides transparency on the provenance of its gold by sourcing gold produced from select mines in North America. All gold for SESG will be initially sourced directly from North America, specifically six Canadian mines owned/operated by Agnico Eagle, and a Yamana Gold and Agnico Eagl
Slide 7: Conflict Free
Conflict Free SESG will not source gold from any areas under conflict, including regions involved in armed aggression, widespread violence or human rights abuses. Avoiding Conflict Zones SESG will not accept gold from outside North America to avoid any potential conflict zones TRUST & TRACEABILITY 1
Slide 8: Lower Supply Chain Risks
Lower Supply Chain Risks SESG sources directly from specific gold assets operated by leading ESG gold mining companies. SESG avoids any potential supply chain risks associated with artisanal and small-scale miners, recycled gold or producers not operating to high levels of ESG and sustainability sta
Slide 9: Trusted Refining & Storage
Trusted Refining & Storage SESG gold holdings will be refined and stored at the Royal Canadian Mint (RCM), a Canadian Crown Corporation founded in 1908. Segregated Refining SESG gold will be fabricated in segregated production runs; material from non-approved mines or recycled sources will not be co
Slide 10: Sprott's ESG Review Process
Sprott’s ESG Review Process • Sprott ESG Approved Gold is unencumbered, fully allocated physical gold bullion that meets certain environmental, social and governance (“ESG”) standards and criteria that are established by Sprott Asset Management. • There is currently no internationally accepted stand
Slide 11: Sprott's ESG Review Process
Sprott’s ESG Review Process Leverages: company disclosures; industry standards/initiatives; external ESG research providers; specialized mining sector analysis down to the mine level; and engagement with company management.1 STEP 3: Sprott ESG Approved Mines • North American jurisdiction; No heighte
Slide 12: Our Valued Mining Partners
Our Valued Mining Partners SESG will source gold exclusively from select gold producers recognized as leaders in ESG mining and sustainability Sprott ESG Gold ETF (SESG) | 12
Slide 13: Agnico Eagle
Agnico Eagle Agnico Eagle is a Canadian-based gold mining company with operations in Canada, Australia, Finland and Mexico 2021 gold production of over 2 million ounces, expected to rise to over 3 million ounces in 2022 Established in 1957 Approximately 14,000 permanent and contract employees Commit
Slide 14: Canadian Malartic Partnership
Canadian Malartic Partnership The Canadian Malartic Mine is jointly owned by Agnico Eagle and Yamana Gold Located in an established mining district in western Quebec, Canada Canada’s largest operating gold mine, producing over 700,000 ounces of gold produced in 2021 Sprott ESG Gold ETF (SESG) | 14
Slide 15: Yamana Gold
Yamana Gold Yamana Gold is a Canadian-based gold mining company with operations in the Americas A recognized leader in ESG mining One Team, One Goal: Zero,* a vision for eliminating health and safety, community and environmental incidents Committed to net-zero emissions by 2050 target 2021 gold prod
Slide 16: Sprott ESG Gold Approved Mines
Sprott ESG Gold Approved Mines* Meadowbank Complex Meliadine Detour Lake LaRonde Complex Canadian Malartic Goldex *As of June 30, 2022 and is subject to change. Sprott ESG Gold ETF (SESG) | 16
Slide 17: Canadian Malartic
Canadian Malartic Location: Quebec, Canada Mine Type: Open Pit 2022E Production: 640,000 oz1 Reserves: 3,534,000 oz1 Employees: 1,7002 May 2022: Canadian Malartic Mine reached a milestone of seven consecutive years of compliance with Québec’s air quality standards pursuant to the Clean Air Regulatio
Slide 18: Detour Lake
Detour Lake Location: Ontario, Canada Mine Type: Open Pit 2022E Production:715,000 oz1 Reserves: 15,000,000 oz Employees: 2,1092 Actively engaged with the Government of Ontario and Indigenous groups on proposed expansion 1AEM YE 2021 Results. 2Agnico Eagle 2021 Sustainability Report. Visit: https://
Slide 19: Goldex
Goldex Location: Quebec, Canada Mine Type: Underground 2022E Production: 135,000 oz1 Reserves: 998,000 oz1 Employees: 5952 Recognized for excellence in health and safety performance in 2019 and 2021 by the Quebec Mining Association 3, as well as by the Canadian Institute of Mining, Metallurgy and Pe
Slide 20: LaRonde Complex
LaRonde Complex Location: Quebec, Canada Mine Type: Underground 2022E Production: 380,000 oz1 Reserves: 3,802,000 oz1 Employees: 1,6502 Installed passive solar wall to further increase energy efficiency2 1AEM YE 2021 Results. 2Agnico Eagle 2021 Sustainability Report. Visit: https://www.agnicoeagle.c
Slide 21: Meadowbank Complex
Meadowbank Complex Location: Nunavut, Canada Mine Type: Open Pit 2022E Production: 347,500 oz1 Reserves: 2,595,000 oz1 Employees: 2,0702 Inuit Impact and Benefit Agreement signed with the Kivalliq Inuit Association; ensures that local employment, training and business opportunities arising from all
Slide 22: Meliadine
Meliadine Location: Nunavut, Canada Mine Type: Underground, Open Pit 2022E Production: 370,000 oz1 Reserves: 3,653,000 oz1 Employees: 1,4102 Implemented a new safety awareness campaign in 2021 to promote safety in the workplace and foster discussions on health and safety topics with the workforce 1A
Slide 23: Why Invest in Sprott ESG Gold ETF?
Why Invest in Sprott ESG Gold ETF? Trusted Partners Transparency Traceability Gold that Aligns with Your Values Sprott ESG Gold ETF (SESG) | 23
Slide 24: SESG Key Facts
SESG Key Facts • Sponsor: Sprott Asset Management LP • Investment Objective: SESG’s investment objective is to closely reflect the performance of the price of gold by holding physical gold bullion that meets certain environmental, social and governance (“ESG”) standards and criteria determined by th
Slide 25: Specialty Asset Management
Specialty Asset Management US$23.7B in AUM1 Sprott (SII) is publicly listed on the NYSE and TSX Exchange Listed Products Managed Equities Private Strategies $17.9B AUM $3.6B AUM $1.4B AUM • Physical Bullion Trusts • Flagship U.S. mutual fund: • Bespoke credit investments to mining (NYSE Arca/TSX Lis
Slide 26: Important Disclosure
Important Disclosure This material must be preceded or accompanied by a prospectus. For an additional copy of the Sprott ESG Gold ETF Prospectus, please visit https://sprott.com/sesg/prospectus. An investor should consider the investment objectives, risks, charges and expenses carefully before inves
Slide 27: Contact Sprott
Contact Sprott Financial Advisors and Individual Investors Please contact the Sprott Team at 888.622.1813 for more information, or answers to your questions. You can also email us at [email protected] Ed Coyne Senior Managing Director, Global Sales T 646.599.0859 | [email protected] John H. Kinnane