Investor Presentation
Released
Released
Announcement PDF
Impact Minerals Limited
Cost-disruptive High Purity Alumina
ASX: IPT
RENOUNCEABLE RIGHTS ISSUE
2 new shares for every 7 shares owned at a price of 0.6 cents per share.
One free attaching listed option for every 2 shares subscribed for
with an exercise price of 1.5 cents per share that expire in 2.5 years
TIMETABLE
Offer Closes
Friday March 21st
Results of Offer Announced
Thursday 27th March
Settlement and Issue of Offer Securities
Friday 28th March
Trading in New Shares Commences
Monday 31st March
ASX Release February 28th 2025
ASX: IPT
USE OF FUNDS
1. Completion of the PFS on Lake Hope and
commencement of pilot plant project
2. Drilling of the Arkun nickel-copper-PGE target
3. Ground geophysics at Broken Hill
4. Costs of the Offer
ASX Release February 28th 2025
ASX: IPT
WHY NOW?
1. Completion of the PFS delayed by contractors and
also receipt of crucial test work
2. First time an offer sent to all shareholders since
acquiring the rights to the project 2 years ago
3. Continue acceleration of the project development
ASX Release February 28th 2025
ASX: IPT
What lies beneath Lake Hope?
A Transformational Acquisition
ASX Release 21st March 2023
ASX: IPT
The Lake Sediments
Micron to nanometre sized particles!
ASX: IPT
ASX: IPT
The Lake Hope PFS Jigsaw Puzzle
ASX: IPT
Project
Location
Western
Australia
A Tier One
Jurisdiction
ASX: IPT
10-15 Year
”starter pit”
ASX Releases 21st March 2023 and
8th November 2023
ASX: IPT
Mining Lease Application Lodged
ASX Release
August 12th
2024
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
Option 2 Areas
Area 3
HR Area 2
Area 4
HG Area 3
Mining
Area 1
HR Area 1
Area 2
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The Lake Hope PFS Jigsaw Puzzle
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Process Plant: small and elegant
ASX: IPT
Federal Grant of $2.87 million
• Three-way collaboration with CPC Engineering and ECU
• Construction of Pilot Plant
• Sustainable HPA production
• Membrane Selective Technology for reagent and
waste water
• Forms the foundation of the Definitive Feasibility Study.
ASX Release 23rd October 2024
ASX: IPT
The Lake Hope PFS Jigsaw Puzzle
ASX: IPT
THE HPA DECADE?
Forecast Supply and Demand
Supply Deficit
2026
Kindly Provided by Alpha HPA Limited
ASX: IPT
The Alpha HPA Journey (ASX:A4N)
$1 B!
$20 M
• Recent Letter of Intent for 4,000 tonnes per annum in semiconductors
• Construction of 10,000 tonnes per year plant in progress
• Average basket price of >US$30,000 per tonne
ASX: IPT
Forward Plan
2023
2024
2025
Maiden Resource
Scoping Study and PFS start
Environmental Baseline studies
Optimisation
Continue optimisation
Compile PFS
Resource Upgrade
Mining Lease Lodged
Complete PFS
Start Bench Pilot Plant
Qualification Trials
Ngadju Negotiations
2026
Complete pilot plant
Design 1000 tpa Demo Plant
Product development
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
Other Projects
An increased focus on HPA requires monetization of other projects
where possible
Although, Impact will drill test compelling targets if identified!
Commonwealth, Lachlan Fold Belt NSW: Burrendong Minerals discussions
Arkun, WA: Drill programme planned for April-May
Broken Hill, NSW: joint venture partner sought
ASX: IPT
Arkun, WA: Ni-Cu-PGM
• Coincident geochemistry and geophysics
• To be drilled April-May with EIS funding of
$180,00020
ASX Release 14th March 2025
ASX: IPT
Broken Hill
• Recent ground
acquisition
• Largest ground holder
• New model for Copper
mineralisation
• Results of the BHP
Xplor programme
• Watch this space!
ASX Release 10th March 2025
ASX: IPT
OFFER CLOSES
FRIDAY
MARCH 21ST
• Act Now!
• You can apply for shortfall
• Questions to
rightsissue@impactminerals.com.au
ASX: IPT
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