Jubilee Metals Group Plc · LSE:JLP
Jubilee Metals — H1 FY2025 Earnings Presentation
16 slides from Jubilee Metals's earnings presentation, April 2025
Slide 1: Overview of H1 FY2025
Overviewof Overview of H1FY2025 H1 FY2025 April 2025
Slide 2: Disclaimer
Disclaimer Important notice: All reasonable care has been taken to ensure that the facts stated in these The distribution of these presentation materials in other jurisdictions may be presentation materials are accurate and that any forecasts, opinions and restricted by law, and persons into whose p
Slide 3: Disclaimer
Disclaimer Important notice: Statements in this presentation that address exploration activities, mining potential and future plans and objectives of Jubilee Metals Group are forward-looking statements and forward-looking information that involve various risks, assumptions and uncertainties and are
Slide 4: Our Business
Our Business Overview: Jubilee Metals Zambia South Africa Copper Chrome and PGM • Listed on LSE’s AIM:JLP and JSE’s AltX:JBL • Profitable, diversified, low-cost metals producer • 1 454 tonnes of copper • 974 659 tonnes chrome produced in H1 FY2025 concentrates produced in H1 • Unlocking value by pro
Slide 5: H1 FY2025 Key Highlights
H1 FY2025 Key Highlights Financial performance Group revenue CuCu revenue revenue Cr revenue PGM Crrevenue revenue Revenue by product (%) US$141.5m US$8.3m US$114.5m US$18.7m H1 FY2025 PGM + 51% + 5% Cu revenue + 75.7% - 9.3% 13% (H1 FY2024: US$93.7m) (H1 FY2024: US$7.9m) (H1 FY2024: US$65.1m) (H1 F
Slide 6: H1 FY2025 Production
H1 FY2025 Production Copper Chrome Tonnes PGM Ounces 4,000 1,800,000 60,000 1,600,000 1,548,205 3,500 3,422 50,162 50,000 1,400,000 3,000 2,923 1,289,890 40,743 41,586 42,433 1,207,947 1,200,000 40,000 2,500 36,411 2,269 974,659 1,000,000 2,026 2,000 30,000 800,000 751,223 1,500 1,454 600,000 20,000
Slide 7: Commodity Market Prices
Commodity Market Prices Copper LME (US$t) Average Cr CIF 40-42 (US$/t) Average PGM basket (US$/oz) 9,800 H1 FY25 Q3 FY25 350 1,550 H1 FY25 Q3 FY25 H1 FY25 Q3 FY25 9,600 300 1,500 9,400 250 1,450 9,200 200 1,400 9,000 150 1,350 8,800 100 1,300 50 1,250 8,600 0 1,200 8,400 Annual results presentation
Slide 8: H1 Operational review Zambia
H1 Operational review Zambia
Slide 9: Jubilee Zambia Strategy
Jubilee Zambia Strategy Operational strategy in Zambia Open-pit mining Surface Stocks Large Waste operations Targeting 0.8-1.6% Cu Stockpile Targeting +2% Cu ROM Targeting 0.3%- 0.6% Cu ▪ Munkoyo Mine operations on track to ▪ Surface Stockpiled Material - ▪ Large Waste Project 260Mt of achieve 70 00
Slide 10: H1 FY2025 – Zambia
H1 FY2025 – Zambia Power challenges impact Roan, high-grade feed secured post period end ▪ Copper units produced for the half year decreased by 13.6% to 1 454t ▪ Copper units sold increased by 13.0% to 1 336t ▪ Overall capacity of Roan ramped up to run rate of 45 000tpm during the period ▪ Expansion
Slide 11: Looking ahead
Jubilee YO Metals Group \
Slide 12: Focus for the remainder of the year
Focus for the remainder of the year Getting back on track following power disruptions in Zambia ▪ Innovative Growth Strategy ▪ Uninterrupted power ‒ Expand operations to exceed 25 000t per ‒ An additional power agreement with a new annum of copper broad based power provider to supplement the ‒ Imple
Slide 13: H1 Operational review South Africa
H1 Operational review South Africa
Slide 14: Jubilee – Chrome & PGM Strategy
Jubilee – Chrome & PGM Strategy Growing market exposed production H1 FY2025 Chrome tonnes produced Non- contracted ▪ Driving to increase proportional chrome production exposed to 40% chrome market vs fixed margin tolling agreements ‒ Chrome market fundamentals remains supportive with further structu
Slide 15: H1 FY2025 – South Africa
H1 FY2025 – South Africa Another half year record for chrome production Chrome ▪ Operations delivered 974 659t of chrome concentrates, a 35.7% year-on-year increase ▪ Contributed 80.9% of the Group’s revenue ▪ Average CIF chrome price per tonne declined from US$309/t during Q1 FY2025 to US$252/t in
Slide 16: Thank You
THANK YOU AIM:JLP and JSE’s AltX:JBL
Jubilee Metals Group — H1 FY2025 Earnings Presentation on 6ix