MarketOpen Direct Connect Conference Presentation
Released
Released
Announcement PDF
ASX Code: IPT
MAY 30, 2024
CORPORATE RELEASE
SHAREHOLDERS AND INVESTORS WEBINAR PRESENTATION
Impact Minerals Limited (ASX:IPT) is pleased to provide the presentation that Managing Director Dr Mike Jones
will give on MarketOpen Direct Connect today, Thursday, May 30th, 2024, 12:00 pm AEST/ 10:00 am AWST.
Impact invites all shareholders and investors to attend the webinar, which can be viewed live via Zoom. You
can register for FREE via the link below.
https://us06web.zoom.us/webinar/register/WN_lCLvF9XjS2ShQn1bjnnBjA
Dr Jones will provide an update on the company’s Lake Hope High Purity Alumina Project and recent strategic
A$3 million placement.
Following the presentation, attendees will have the opportunity to ask questions directly to Dr Jones during a
moderated Q & A session.
A recorded copy of the webinar will be made available following the event.
Authorised for release by Impact Minerals Limited.
Dr Michael G Jones
Managing Director
Impact Minerals Limited
Cost-disruptive High Purity Alumina
ASX: IPT
DISCLAIMER
This report contains forward looking statements that are subject to risk factors associated with resource businesses.
While all due care has been taken in preparing the report, projections may be affected by a variety of variables and
changes in underlying assumptions which could cause actual results or trends to differ materially, including but not
limited to: price fluctuations, actual demand, currency fluctuations, drilling and production results, reserve estimates,
loss of market, industry competition, environmental risks, physical risks, legislative, fiscal and regulatory
developments, economic and financial market conditions in various countries and regions, political risks, project
delay or advancement, approvals and cost estimates. Ideas, opinions, conclusions, and recommendations expressed
in this report by the vendors are made by personnel using their professional judgment. The vendors do not represent
or warrant that these will prove complete or accurate, and any person or corporation acting in response to this
report must make their own enquiries and exercise their own professional judgement. The vendors are not liable for
any loss or damage (however caused) incurred or suffered by a person or corporation acting on the basis of this
report. All data and third-party figures presented are publicly available and referenced where applicable.
The information contained in this Presentation is for information purposes only. It is intended only for those persons
to whom it is delivered personally by or on behalf of the vendors. The information in this Presentation is a general
background and does not purport to be complete or to provide all information that an investor should consider when
making an investment decision or that would be required in a prospectus or product disclosure statement prepared
in accordance with the requirements of the Corporations Act 2001 (Cth). It has been prepared by the vendors with
due care but no representation or warranty, express or implied, is provided in relation to the fairness, accuracy or
completeness of the information. Statements in this Presentation are made only as of the date of this Presentation
unless otherwise stated and the information in this Presentation remains subject to change without notice.
What lies beneath Lake Hope?
A Transformational Acquisition
ASX Release 21st March 2023
ASX: IPT
SCOPING STUDY: WORLD CLASS ECONOMICS
ASX Release 9th November 2023. There have been no material changes to the Scoping Study since this date
ASX: IPT
THE VALUE PROPOSITION
• Current Share Price 2.3 cents
Scoping Study
• NPV8 A$1.334 billion
70-80% increase
• Market Cap: A$60 million
• 2 to 5 year time frame
ASX: IPT
THE VALUE PROPOSITION DRIVER
The lowest cost producer globally?
ASX Release 9th November 2023
ASX: IPT
What is High Purity Alumina used for?
• Coatings & Separators in Lithium-ion batteries
• LED and MicroLED
• Sapphire glass
ASX: IPT
THE HPA DECADE?
Forecast Supply and Demand
Supply Deficit
2026
Kindly Provided by Alpha HPA Limited
ASX: IPT
What is High Purity Alumina (99.99% Al2O3) worth?
Purity Grade
Specification
Price Range per
tonne
Application
Smelter Grade
99.5%
US$4,000
Precursor
chemical,
abrasives
3N HPA
99.9%-99.98%
US$5,000US$15,000
Sapphire,
abrasives,
catalysts
4N HPA
99.99-99.998%
US$15,000US$25,000
Li-B coatings,
sapphire wafer
5N HPA
99.999%
US$25,000+
Li-B coatings
6N HPA
99.9999%
$50,000+
Specialty
applications
• A High-Margin and
High Demand
Business
In-house figures researched by Impact Minerals Ltd
ASX: IPT
Lake Hope: A multi-decade HPA mine
880,000 Tonnes of Al2O3 (Alumina).
Benchmark production of 10,000 tonnes per annum
= >50 year mine life
ASX Release 19th June 2023
ASX: IPT
Project
Location
Western
Australia
A Tier One
Jurisdiction
ASX: IPT
Lake Hope: a unique deposit
West Lake
East Lake
1 km
ASX: IPT
The Perfect Orebody?
Micron to nanometre sized particles!
ASX: IPT
10-15 Year
”starter pit”
ASX Releases 21st March 2023 and
8th November 2023
ASX: IPT
Very low cost mining
Less than 5% of Opex
ASX: IPT
First Nations:
Heritage Clearance Granted
The Ngadju
The Ngadju community is an immensely
proud First Nations people who continue to
develop the Ngadju membership. We want
all Ngadju people to experience
improvements in physical and spiritual
health and to assist with teaching and
learning Ngadju culture to provide many
opportunities to lead connected and
fulfilling lives.
ASX Release 27th July 2023
ASX: IPT
Disruptive Processing Techniques
• Fine grained minerals give unexpected reaction kinetics.
• Cheap reagents.
• Sulphate Process and LTL Process.
• High recoveries up to 86%
• Saleable waste-products.
• Optimisation during Pre-Feasibility Study.
ASX Releases 21st March 2023 and 18th October 2023
ASX: IPT
Four Pillars of the Pre-Feasibility Study
Metallurgical
Test Work
Mining
Approvals
Process Plant
Location
Product
Marketing
ASX: IPT
The Alpha HPA Journey (ASX:A4N)
$1 B!
$20 M
ASX: IPT
About Impact Minerals (ASX:IPT)
Shareholders
Board of Directors and Management
Capital Structure
Non-Executive Chairman: Peter Unsworth
Managing Director:
Dr Mike Jones
Non-Executive Director. Dr Frank Bierlein
Non-Executive Director. Paul Ingram
Exploration Manager:
James Cumming
Lake Hope Manager:
Roland Gotthard
Listed on ASX
November 2006
Bunnenberg Family
16.8%
Shares on Issue
3,041 million
ABC Beteiligungen
6.5%
Options/ Perf Rights
323M unlisted 141M IPTOB
Directors
1.0%
Share Price
2c
Top 20
41%
Market Cap
$59 million
Top 50
52%
Cash
A$3.48 million
No of Shareholders
4,637
Acquisition
3 year
1 Year
Share
price
ASX: IPT
Forward Plan
2023
2024
Maiden Resource
Complete optimisation
Scoping Study and PFS start
Completion of PFS
Environmental Baseline studies Qualification Samples
Optimisation
10 tpa Pilot Plant
2025
Complete DFS
Mining Lease Granted?
Qualification Trials
2026
1000 tpa Demo Plant
Financing
Offtake Agreements
ASX: IPT
COME WITH
US ON THE
JOURNEY
• We aim to be one of the lowest-cost
producers of HPA globally.
• We have a unique deposit in a Tier 1
Jurisdiction.
• We have a cost-disruptive metallurgical
process now in PFS.
• We will build out our capabilities in
metallurgy and final product specification.
• We will deliver into a high-margin, growth
market with significant upside potential.
ASX: IPT
Competent Persons Statements
This review of exploration activities and results, the Exploration Target and the metallurgical test work contained in this presentation is based on
information compiled by Roland Gotthard, a Member of the Australian Institute of Mining and Metallurgists and an employee of Impact Minerals Limited.
He has sufficient experience which is relevant to the style of mineralisation and types of deposits under consideration and to the activity that he is
undertaking to qualify as a Competent Person as defined in the 2012 edition of the Australasian Code for Reporting of Exploration Results, Mineral
Resources and Ore Reserves (the JORC Code). Mr Gotthard has consented to the inclusion in the report of the matters based on his information in the form
and context in which it appears.
The data in this presentation that relates to Mineral Resource estimates for the Lake Hope Project is based on information evaluated by Mr Simon Tear
who is a Member of The Australasian Institute of Mining and Metallurgy (MAusIMM) and who has sufficient experience relevant to the style of
mineralisation and type of deposit under consideration and to the activity which he is undertaking to qualify as a Competent Person as defined in the 2012
Edition of the Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves (the “JORC Code”). Mr Tear is a Director of H&S
Consultants Pty Ltd and he consents to the inclusion in the presentation of the Mineral Resource in the form and context in which they appear.
This presentation's information related to the Mineral Resource for the Lake Hope Project is based on information announced to the ASX on 19th June
2023. The Company confirms that it is not aware of any new information or data that materially affects the information included in the relevant market
announcement, and that all material assumptions and technical parameters underpinning the estimates in the relevant market announcement continue to
apply.
All material assumptions underpinning the production target and the forecast financial information derived from the production target utilised in the
Scoping Study as announced on the ASX 9th November 2023 continue to apply and have not materially changed.
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