Building a world-class Zero Carbon Manganese business
November 2021 AGM Presentation
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.
Shares on Issue
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.
Long mine life - 42 years using only 20% of the global resource, potential to improve.
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
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Our Strategic Vision…
365Kt per annum
Commissioning and ramp-
2 year plan
12 month plan
5 year plan
Low capital cost, rapid
start up to establish E25 as
a producer while
1 Mt per annum
High Purity Mn
PFS study complete,
PFS study anticipated
for completion H1 2022
Position E25 as a globally
utilisation, reduction in
dominant producer of high
unit operating costs,
increased operating cash.
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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
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
Manganese Price (44%Mn cif Tianjin)
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Fundamentals have favoured higher ore prices;
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.
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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.