Stellar Resources : Presentation - Annual General Meeting

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Investor Presentation

Developing The World Class Heemskirk Tin Project and Exploring for Victorian-Style Gold in Tasmania

16 November 2021 - AGM Presentation

ASX: SRZ

Board of Directors and Corporate

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S I M O N O ' L O U G H L I N , N O N - E X E C C H A I R M A N L A W Y E R

Founder of O'Loughlins Lawyers, an Adelaide based specialist commercial law firm . Extensive Experienc e of equity capital markets , ASX and ASIC rules . Has held many Non - Exec Directorships on ASX listed companies .

T H O M A S W H I T I N G ,

N O N - E X E C D I R E C T O R G E O P H Y S I C I S T

Over 40 years in minera ls Exploratio n both as a Geophysic ist and Exploration Manager . Former VP Minera ls Exploratio n at BHP Billito n . Non - Exec Director of a number of ASX listed and unlist ed companies .

Corporate Summary (12/11/2021)

Share Price	2.5c
Shares on Issue	833,979,522
Market Capitalisation	$20.8 m
Unlisted Options (majority 1.5c)	29,800,000
NED Share Rights (in lieu of fees)	3,323,104
Cash at 30 September 2021	$5.14 m

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G A R Y F I E T Z ,

T E C H N I C A L D I R E C T O R G E O L O G I S T

Over 30 years technical and commercial experience in explorat io n, project develo pm ent and mining . Principal consultant at WideRange Consulting . Experienc ed Managing Director, and Non - Exec Director of ASX and foreign listed companies .

S I M O N T A Y L O R ,

N O N - E X E C D I R E C T O R

G E O L O G I S T

Resource executiv e with over 25 years experience including technical, CEO and Board roles . Managing Director of Oklo Resources and Non - Exec Director of Chesser Resources .

M A T H E W W A T K I N S ,

C O M P A N Y S E C R E T A R Y

C H A R T E R E D A C C O U N T A N T

Specialises in Company Secretary and Accounting services for ASX listed and unlist ed public companies in mining, biotech and industria l sectors .

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Heemskirk Tin Project

Why Invest in Tin?

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In what the London Mining Journal has called "the great tin squeeze"1, tin prices have doubled since the start of 2021, exceeding 10-year highs, with LME spot tin prices now over US$39,000/t

Tin demand is growing strongly:

• Covid and the rise of remote working has boosted demand for computers and other home electronics devices. As tin solder is the 'glue' connecting everything electronic, this has resulted in strongly growing demand for tin.
• Continued demand for tin in traditional uses including tinplate, chemicals, lead-acid batteries, alloys and other.

Global tin supply is falling:

• China is the world's largest tin miner and smelter of tin - production cuts in many Chinese tin smelters this year due to tin ore shortages.
• Indonesia (world's 2nd largest producer) - production has fallen due to poor monsoon season, environmental controls and covid issues.
• Myanmar (world's 3rd largest producer) - falling production due to military coup and largely unreliable artisanal and small-scale mining.
• South America (world's 4th largest producer) supply fallen.
• Many existing tin mines now have lower grade and diminishing resources.
• Limited exploration or investment in new tin projects, many of which are either in risky jurisdictions or are low grade.

LME Spot Tin Prices US$/t (1 Jan 2010 to 12 Nov 2021) 2

Strong tin demand growth has exceed falling tin supply and is creating an extremely tight market with LME tin stocks falling to record lows and tin prices exceeding 10-year highs

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Tin - The Number 1 New Technology Metal

	• Tin ranked as the No. 1
only		metal best placed to
	benefit from new
	technology
	• ~50% of all tin is used as
		solder in electronics. Solder
		is the 'glue' that connects
use		everything electronic
• Our clean, new technology
	future will be driven by
	robotics, computing, EV's,
	energy storage and
	renewables - these all use
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	semiconductors which all
		need more tin
	•	Growing research showing
		tin may be a more effective

anode material in Li-ion batteries

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