Sembehun Project Feasibility and Market Dynamics slide image

Sembehun Project Feasibility and Market Dynamics

Area 1 - Recent Operating Performance (cont.) Sierra Rutile Limited The implementation of these initiatives and improved commodity prices has resulted in significantly improved operational and financial performance at Sierra Rutile since 30 June 2021. Area 1 rutile production, unit cash cost of production (net of co-credits), net rutile price realised 1,195 1,272 1,229 1,254 1,134 1,087 930 854 30 26 37 36 Margin 1,459 893 35 1Q21 2Q21 I Rutile production (kt) 3Q21 -Unit cash cost of production (net of co-product credits, US$/t R) 4Q21 1Q22 Net rutile price realised (US$/t) Note: (1) Rutile production is inclusive of TIC. (2) Unit cash costs (net of co-products) represent the total cash costs of production less the revenue earned from co-products (ZIC and ilmenite), divided by the total tonnes of rutile produced (inclusive of TIC). 16
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