1. Homepage
  2. Equities
  3. Australia
  4. Australian Stock Exchange
  5. Element 25 Limited
  6. News
  7. Summary
    E25   AU0000012098

ELEMENT 25 LIMITED

(E25)
Delayed Australian Stock Exchange  -  05/20 02:10:08 am EDT
0.7000 AUD   +10.24%
04/04Element 25 Limited Announces Executive Changes
CI
04/04Element 25 Limited Announces Executive Changes
CI
03/15Element 25 Limited Reports Earnings Results for the Half Year Ended December 31, 2021
CI
SummaryQuotesChartsNewsCalendarCompanyFinancials 
SummaryMost relevantAll NewsOther languagesPress ReleasesOfficial PublicationsSector news

Element 25 : AGM Presentation

11/28/2021 | 04:40pm EDT

ersonal use only

Element 25 Limited

Investor Update

Building a world-class Zero Carbon Manganese business

November 2021 AGM Presentation

Introduction

Disclaimer

Overview

This presentation contains only a brief overview of Element 25 Limited and its associated entities ("Element 25") and their respective activities and operations. The contents of this presentation, including matters relating to the geology of Element 25's projects, may rely on various assumptions and subjective interpretations which it is not possible to detail in this presentation and which have not been subject to any independent verification.

This presentation contains a number of forward-looking statements. Known and unknown risks and uncertainties, and factors outside of Element 25's control, may cause the actual results, performance and achievements of Element 25 to differ materially from those expressed or implied in this presentation.

Developing the world class Butcherbird Manganese Project in Western Australia to produce high quality manganese concentrate and High Purity Manganese (HPM) products for traditional and new energy markets.

Financial Information

ASX Ticker

E25

Shares on Issue

153M

Share Price

$1.10

Debt

Nil

ersonal use only

To the maximum extent permitted by law, Element 25 does not warrant the accuracy, currency or completeness of the information in this presentation, nor the future performance of Element 25, and will not be responsible for any loss or damage arising from the use of the information.

The information contained in this presentation is not a substitute for detailed investigation or analysis of any particular issue. Current and potential investors and shareholders should seek independent advice before making any investment decision in regard to Element 25 or its activities.

  • Australia's largest onshore manganese deposit.
  • >260 Mt of manganese ore in JORC resources1.
  • Reserve containing 5.22 Mt of manganese2.
  • 100% owned by Element 25 Limited.
  • Located in WA, ranked #1 for mining investment3.
  • Ethical, proven, sustainably regulated jurisdiction.
  • Simple low-cost mining and processing.
  • No blasting or dewatering required.
  • Long mine life - 42 years using only 20% of the global resource, potential to improve.
  • Outstanding economics2
  • Excellent infrastructure: highway and gas pipeline

1Reference: Company ASX release 17 April 2019. 2Reference: Company ASX Release 3 December 2020. 3Reference: Fraser Institute Annual Survey of Mining Companies, 2019, 3Reference: Company ASX Release 26 May 2021, 4Reference: Company ASX Release 16 June 2021

- 2 -

Our Strategic Vision…

only

Stage 1

365Kt per annum

use

Commissioning and ramp-

up underway

2 year plan

12 month plan

ersonal

5 year plan

Cashflow

Low capital cost, rapid

start up to establish E25 as

a producer while

minimising dilution.

Stage 2

Stage 3

1 Mt per annum

High Purity Mn

PFS study complete,

PFS study anticipated

startup 2022

for completion H1 2022

Expansion

The Prize

Improved resource

Position E25 as a globally

utilisation, reduction in

dominant producer of high

unit operating costs,

purity, sustainable

increased operating cash.

manganese products.

- 3 -

Stage 4

MnSO4 Expansion

Long term - multiple HPMSM modules globally

Zero Carbon Manganese™

Best in class, zero carbon, ethically produced, scalable high purity manganese for global markets.

ersonal use only

Not all manganese is created equal

E25 Manganese

Serving the Established…

  • Manganese (Mn) is the fourth most used metal on earth in terms of tonnage.
  • Used in steel, specialty alloys and aluminium products.
  • Traditionally the market has been dominated by the steel and alkaline battery industries.
  • There is no substitute for manganese in steel.
  • E25 manganese concentrate and EMM feed this market.

-

And the Emerging…

  • The electrification of the global vehicle fleet requires vast amounts of cathode materials.
  • Nickel and cobalt supplies cannot meet projected demand for new energy vehicle (NEV) growth.
  • Batteries are trending toward higher manganese content for safer, more cost-effective solutions.
  • E25 high purity manganese will feed these markets.

Manganese prices - stable since commissioning

ersonalMn PriceuseUSD/dmtuonly

Manganese Price (44%Mn cif Tianjin)

$6.00

$5.50

$5.00

$4.50

$4.00

$3.50

Nov 2020

Dec 2020

Jan 2021

Feb 2021

Mar 2021

Reference: Fastmarkets

Apr 2021

May 2021

Jun 2021

Jul 2021

Aug 2021

Sep 2021

Oct 2021

- 5 -

  • Fundamentals have favoured higher ore prices;
    • COVID Disruptions
    • Shipping congestion
    • Supply shortages
    • Elevated alloy prices
  • Fundamentals remain sound going forward but may be impacted by seasonal factors in China.
  • Supply side constraints likely to continue.
  • Future incremental demand increases likely.

This is an excerpt of the original content. To continue reading it, access the original document here.

Disclaimer

Element 25 Ltd. published this content on 28 November 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 28 November 2021 21:39:02 UTC.


© Publicnow 2021
All news about ELEMENT 25 LIMITED
04/04Element 25 Limited Announces Executive Changes
CI
04/04Element 25 Limited Announces Executive Changes
CI
03/15Element 25 Limited Reports Earnings Results for the Half Year Ended December 31, 2021
CI
02/02Element 25 Collaborates on ESG Tracker for Manganese Supply Chain
MT
02/01Element 25 Limited Announces A Collaborative Partnership with Circulor Ltd
CI
01/18ELEMENT 25 : Application for quotation of securities - E25
PU
01/17ELEMENT 25 : Investor Presentation - January 2022
PU
01/17ELEMENT 25 : Scoping Study - HPMSM Conversion Plant Economics
PU
01/17Element 25 Ltd Announces A Scoping Study into the Construction and Operation of A High..
CI
01/05Element 25's Butcherbird Processing Plant in Western Australia Shows Improved Productio..
MT
More news
Financials
Sales 2021 0,03 M 0,02 M 0,02 M
Net income 2021 -6,49 M -4,56 M -4,56 M
Net cash 2021 37,0 M 26,0 M 26,0 M
P/E ratio 2021 -43,7x
Yield 2021 -
Capitalization 107 M 75,1 M 75,1 M
EV / Sales 2020 695x
EV / Sales 2021 8 181x
Nbr of Employees -
Free-Float 69,2%
Chart ELEMENT 25 LIMITED
Duration : Period :
Element 25 Limited Technical Analysis Chart | MarketScreener
Full-screen chart
Technical analysis trends ELEMENT 25 LIMITED
Short TermMid-TermLong Term
TrendsBearishBearishBearish
Income Statement Evolution
Managers and Directors
Justin Colin Brown Managing Director & Executive Director
Errol Turner Joint Chief Financial Officer & Joint Secretary
Michael Jordon Joint Chief Financial Officer & Joint Secretary
Seamus Ian Cornelius Non-Executive Chairman
John George Ribbons Non-Executive Director
Sector and Competitors
1st jan.Capi. (M$)
ELEMENT 25 LIMITED-43.09%75
BHP GROUP LIMITED13.69%167 792
RIO TINTO PLC11.39%113 026
GLENCORE PLC32.64%80 919
ANGLO AMERICAN PLC16.83%53 326
GRUPO MÉXICO, S.A.B. DE C.V.14.72%40 129