Sembehun Project Feasibility and Market Dynamics slide image

Sembehun Project Feasibility and Market Dynamics

Area 1 - Recent Operating Performance Sierra Rutile Limited Following significant operational improvements in the second half of 2021 and the reset of the fiscal regime for Area 1 operations, Sierra Rutile has performed strongly since June 2021. Recent Operational Improvements • Poor operational performance and disruptions from COVID-19 in 2020 and H1 2021. Sierra Rutile identified and implemented a number of initiatives targeting cost reductions and productivity improvements from H2 2021, including: mine plan optimisation; - improved mining, stockpile management, processing and tailings management practices; - Ore Processed & Rutile Grade 1.7% 1.6% 1.5% 1.4% 1.3% 2.7 2.6 2.6 2.3 2.2 1Q21 2Q21 3Q21 4Q21 1Q22 Ore Processed (Mt) Rutile Grade (%) improved maintenance practices targeting increased run time and plant availability; and HMC Produced & WCP Run Time¹ • reduced operating costs driven by optimised staff rosters, reduced operating footprint and third party contract terms. Favourable fiscal regime adjustments for Area 1 were ratified by the Parliament of Sierra Leone in December 2021. Resulting operational improvements support the targeted Mine Life Extension Program for Area 1 operations. Note: (1) The average run time of 4 wet concentrator plants (DM1, DM4, DM2-1 and DM2-2). 77% 73% 72% 66% 63% 98 86 77 72 65 1Q21 2Q21 HMC Produced (kt) 3Q21 4Q21 1Q22 Average Run Time (%) 15
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