onlyThe DNA of a useModern World
ersonal
ASX: SUV suvo.com.au
DISCLAIMER
These presentation materials and the accompanying verbal presentation (together, the Presentation Materials) are confidential and have been prepared by Suvo Strategic Minerals. By receiving the Presentation Materials, you acknowledge and represent to the Company that you have read, understood and accepted the terms of this disclaimer. It is the responsibility of all recipients of these Presentation Materials to obtain all necessary approvals to receive these Presentation Materials
and receipt of the Presentation Materials will be taken by the Company to constitute a representation and warranty that all relevant approvals have been obtained.
NOT AN OFFER
These Presentation Materials are for information purposes only. The Presentation Materials do not comprise a prospectus, product disclosure statement or other offering document under Australian law (and will not be lodged with the Australian onlySecurities and Investments Commission) or any other law.
The Presentation Materials also do not constitute or form part of any invitation, offer for sale or subscription or any solicitation for any offer to buy or subscribe for any securities nor shall they or any part of them form the basis of or be relied upon
in connection there with or act as any inducement to enter into any contract or commitment with respect to securities. In particular, these Presentation Materials do not constitute an offer to sell or a solicitation to buy securities in the United States of America.
NOT INVESTMENT ADVICE
The Presentation Materials are not investment or financial product advice (nor tax accounting or legal advice) and are not intended to be used for the basis of making an investment decision. Recipients should obtain their own advice before making any investment decision.
SUMMARY INFORMATION
The Presentation Materials do not purity to be all inclusive or to contain all information about the Company or any of the assets, current or future of the Company. The Presentation Materials contain summary information about the Company and its activities which is current as at the date the Presentation Materials. The information in the Presentation Materials is of a general nature and does not purport to contain all information which a prospective investor may require in evaluating a
possible investment in the Company or that would be required in a prospectus or product disclosure statement or other offering document prepared in accordance with the requirements of Australian law or the laws of any other jurisdiction, useincluding the United States of America. The Company does not undertake to provide any additional or updated information as a result of new information, future events to results otherwise. Certain statements contained in the Presentation
Materials, including information as to the future financial or operating performance of the company and its projects are forward looking statements. Such forward looking statements; a)
b)
c)
The
The words "believe", "expect", "anticipate", "indicate", "contemplate", "target", "plan", "intends", "continue", "budget", "estimate", "may", "will", "schedule", and similar expressions identify forward looking statements. ersonal
All forward looking statements contained in the Presentation Materials are qualified by the foregoing cautionary statements. Recipients are cautioned that forward looking statements are not guarantees of future performance and accordingly recipients are cautioned not to put undue reliance on forward looking statements due to the inherent uncertainty therein.
The Company has prepared the Presentation Materials based on information available to it at the time of preparation. No representation or warranty, express or implied, is made as to the fairness, accuracy or completeness of the information, opinions and conclusions contained in the Presentation Materials. To the maximum extent permitted by law, the Company, its related bodies corporate (as that term is defined in the Corporations Act 2001 (Commonwealth of Australia)) and the
officers, directors, employees, advisers and agents of those entities do not accept any responsibility or liability including, without limitation, any liability arising from fault or negligence on the part of any person, for any loss arising from the use of the Presentation Materials or content otherwise arising in connection with it.
COMPETENT PERSON
The Presentation Materials contain references to the Company's previous announcements, including announcements dated 25 March 2021, 27 May 2021 and 8 September 2021. The Company confirms that it is not aware of any new information r data that materially affects the information included in the relevant market announcements and that all material assumptions and technical parameters underpinning the estimates and production targets in the relevant market announcement
continue to apply and have not materially changed.
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PREMIUM INVESTMENT OPPORTUNITY
Dual commodity with strong traditional markets & | ||
emerging 'green' applications | ||
only | Pittong mine acquired in 2021 for A$1.9m, | |
produced A$2.8m1 EBITDA within first 12 months of | ||
operation | ||
Pittong expansion primed for 2022, increasing plant | ||
use | capacity to meet both local and international | |
demand | ||
Disciplined & experienced team with a focus on | ||
near-term resources close to critical infrastructure | ||
ersonal | Targeting scarce resources that are critical to | |
decarbonising the global economy |
Developing a resilient and sustainable business that incorporates leading global ESG standards
1 - Unaudited
2 & 3 - Source: Kaolin Market Global Forecast to 2025 by Markets and Markets Forecast period 2020 - 2025
4 - Critical Energy Minerals Roadmap - The Global Energy Transition - Opportunities for Australia's mining and manufacturing process
STRATEGIC MINERALS FOCUS
KAOLIN
- Global Market US$3.1 billion, CAGR 5.5%2
- Suvo's Pittong is Australia's only producer of high-value hydrous kaolin
- Currently producing and selling industrial & pharmaceutical grade products between
A$500 to A$3,000/t
- Green economy opportunity: metakaolin used to decarbonise cement
SILICA
- Global Market US$14.1 billion, CAGR 6%3
- Most used commodity on the planet behind water. Depleting global resource
- CSIRO lists silica alongside base metals as critical to the global energy transition4
- Solar panels contain up to 70% high purity silica
ASX:SUV | suvo.com.au | | 3 |
COMPELLING KAOLIN MARKET
Demand for refined Kaolin products forecasted to grow over the long term
GLOBAL SUPPLY AND DEMAND | |||||||||
§ | Global demand forecast to reach ~38 million tons by 20271 | ||||||||
only | 10 countries supply 84% of processed kaolin globally1 | ||||||||
§ | |||||||||
§ | Estimated 50% of global supply is hydrous kaolin1 | ||||||||
Est. 2019 global production = 26.5mtpa | |||||||||
(13.2mtpa hydrous kaolin) | |||||||||
use | 0 | 2000 | 4000 | 6000 | 8000 | ||||
USA | |||||||||
China | |||||||||
Germany | |||||||||
Ukraine | = 2.4 mtpa | ||||||||
ersonal | Brazil | ||||||||
Turkey
UK
Others
1 Sources: Research & Markets, USGS, BGS & Roskill via Dr. Ian Wilson
AUSTRALIAN SUPPLY AND DEMAND
Australian demand for hydrous
kaolin is projected to reach
~350kt by 2025
Pittong currently produces 25ktpa with 72% sold to the Australian market
Pittong is the only hydrous kaolin
producer in Australia
Pittong targeting significant plant
capacity increases by 2023
1 Kaolin Market Global Forecast to 2025 by Markets and Markets Forecast period 2020 - 2025
ASX:SUV | suvo.com.au | | 4 |
STRATEGIC FOCUS | STRATEGIC ASSETS | STRATEGIC PRODUCTS | STRATEGIC MARKETS |
only | AUSTRALIA'SONLY | HYDROUS KAOLINPLANT | 100% Owned - Operating Mine |
§ Established 1972 by Imerys, acquired Jan | |||
2021 | |||
§ 2021: 25kt produced (+23% YOY increase) | |||
§ JORC Indicated Resources totaling 13.64mt | |||
of kaolin product1 | |||
§ Current forward orders stretching to 2023 | |||
use | KAOLIN | ||
Gabbin, WA | |||
HIGH PURITY | RESOURCE | 100% Owned - Scoping Study | |
ersonal | |||
§ 74.5mt Inferred JORC Resource, 26.9mt | |||
Indicated | |||
§ Scoping study: IRR 113% with $705m (pre- | |||
tax) NPV based on indicated resources1 | |||
§ 210km on rail from Fremantle port | |||
§ Targeting PFS in H2 2022 |
1 As announced on 27 May 2021, 22 September 2021 and 2 March 2022. The Company confirms that it is not aware of any new information or data that mat rially affects the information included in the announcement and that all material assumptions and technical parameters underpinning the estimates and production targets in the relevant market announcement continue to apply and have not materially changed.
HYDROUS
KAOLIN
PHARMACEUTICAL
KAOLIN
METAKAOLIN
ASX:SUV | suvo.com.au
PAPER & PACKAGING
PAINT
CERAMICS
MEDICINES
COSMETICS
GREEN CONCRETE
FERTILISERS + CROP
PROTECTION
INDUSTRIAL ABSORBENT
(INCLUDING CO2)
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Suvo Strategic Minerals Ltd. published this content on 06 March 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 06 March 2022 23:18:07 UTC.