Metals Company SPAC slide image

Metals Company SPAC

BETTER METALS FOR EVS NORI-D planned production to commence in 2024 and expected to reach close to $2 billion in EBITDA in 2027. NORI-D NPV using current spot prices: ~$10.8bn² $USD millions Financials Revenue Operating costs EBITDA Depreciation EBIT Taxes and Royalties Earnings Cash Flow Revenue Opex Capex Taxes and Royalties Net Cash Flow Cumulative Cash Flow Life of Project 95,090 37,761 57,330 9,476 47,854 16,318 31,535 Total 95,090 (37,524) (10,607) (16,318) 30,641 30,641 2021 64 (64) (64) (64) (64) (64) (64) 2022 75 (75) (75) (75) (142) (142) (206) 2023 88 (88) (88) (88) (297) (297) (503) 2024 251 215 35 182 (147) 10 (157) 251 (206) (893) (10) (859) (1,361) 2025 1,172 751 421 451 (30) 46 (76) 1,172 (751) (1,666) (46) (1,291) (2,652) 2026 2,253 1,410 843 707 136 88 49 2,253 (1,410) (2,151) (88) (1,395) (4,047) 2027 3,677 1,693 1,983 756 1,227 351 876 3,677 (1,693) (617) (351) 1,015 (3,032) 2028 4,409 1,906 2,503 835 1,668 467 1,201 4,409 (1,906) (1,035) (467) 1,002 (2,031) 2029 3,780 1,432 2,348 864 1,483 573 910 3,780 (1,432) (854) (573) 921 (1,110) DISCOUNTED CASH FLOW JAN 2021 Net present value at 9% discount rate EST. ANNUAL REVENUE¹ EST. PRE-CONSTRUCTION CAPEX EST. OFFSHORE CONSTRUCTION CAPEX 2030 4,889 1,821 3,068 726 2,342 835 1,506 EST. ONSHORE CONSTRUCTION CAPEX 762 2031 5,459 2,067 3,392 651 EST. ANNUAL EBITDA¹ 2,741 965 1,776 2032 5,190 1,969 3,221 654 2,567 908 1,659 4,889 5,190 5,459 (1,821) (2,067) (1,969) (360) (59) (965) (59) (908) (835) 1,872 2,368 2,254 3,130 5,384 2033 5,124 1,939 3,185 648 2,538 897 1,640 5,124 (1,939) (168) (897) 2,120 7,503 2034 4,823 1,818 3,005 583 2,422 850 1,571 4,823 (1,818) (168) (850) 1,986 9,490 ¹ Average estimated annual production and revenue 2030-2046. 2 Based on spot prices as of February 26, 2021. Nickel price of $18,607/ton (LME Spot Close), copper price of $9,172/ton (LME Spot Close), cobalt price of $51,995/ton (LME Spot Close) and manganese price of $5.55/dmtu (SMM - Mn 44% Ore - CIF Tianjin). Source: Canadian NI 43-101 and SEC Regulation S-K (Subpart 1300) Compliant NORI Area D Clarion Clipperton Zone Mineral Resource Estimate and associated financial model, AMC, March 2021. $6.8 billion $4.7 billion $2.9 billion $0.2 billion $2.2 billion $4.8 billion 2043 4,423 1,678 2,745 149 2,595 854 1,741 4,423 (1,678) (168) (854) 1,722 26,641 2044 4,230 1,613 2,617 132 2,485 817 1,668 4,230 (1,613) (81) (817) 1,719 28,360 2045 3,749 1,439 2,309 95 2,214 726 1,489 3,749 (1,439) (106) (726) 1,478 29,838 2046 3,203 1,225 1,978 95 1,883 616 1,268 3,203 (1,225) (559) (616) 803 30,641 17
View entire presentation