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Investment Case
Sn, Li2O, Ta globally <span>significant deposit</span>
Sn, Li2O, Ta globally significant deposit
Pilot processing facility <span>proven economics for tin only</span>
Pilot processing facility proven economics for tin only
Formation of a <span>tech metals production province</span>
Formation of a tech metals production province
<span>10x potential scale-up</span> to phase 2
10x potential scale-up to phase 2
<span>Super charge revenues</span> through by-product extraction
Super charge revenues through by-product extraction
Existing infrastructure with <span>potential for shared infrastructure</span> across licences
Existing infrastructure with potential for shared infrastructure across licences
  • Strong market fundamentals for battery metals
  • Quality assets in a prolific metallogenic area
    • The Damara Belt in Namibia is a metallogenic jewel. An area with a wealth of mining history and geological information
    • The significant opportunity lies in unlocking the potential of the Erongo region by further developing portfolio of mining and exploration assets and thereby opening a new tech-metals province
    • Significant battery metal optionality across multiple assets (Sn, Ta, Li)​. Polymetallic targets with potential to provide high value commodities to the battery and new technology markets
  • Phase 1 (720 t per annum of tin concentrate) and Phase 1 Expansion at Uis Tin Mine (flagship asset)
    • Nameplate capacity exceeded in November 2020
      • ore feed of 80tph
      • tin feed grade of 0.139% Sn
      • tin recovery at 60%
      • tin concentrate grade of 65% Sn
    • Large footprint allows for economies of scale: Concurrent exploration programmes are underway, with regional mapping completed along with visual confirmation of cassiterite mineralisation for over 180 pegmatites within 5km of the processing plant
    • Globally significant JORC-compliant mineral resource estimate includes 95,539t of tin, 6,091t of tantalum and 450,265t of lithium oxide
    • Low production costs and competitive logistic prices: open-pit mining; coarse crushing of cassiterite and 230km to port
    • Lithium and tantalum potential by-product
    • Phase 1 expansion looks to increase production by 67%
  • ​World class leadership team
  • Namibia: low political risk
  • Conflict-free source of tin