Tempest Minerals Limited · ASX:TEM
Tempest Minerals — Lithium Consolidated — Investor Presentation (April 2019)
28 slides from Tempest Minerals's investor presentation, April 2019
Slide 1: Multiple Lithium Exploration Assets
ASX: Li3 LITHIUM CONSOLIDATED LTD ACN 612 008 358 Multiple Lithium Exploration Assets Company Presentation April 2019 1
Slide 2: Important Notice
| LITHIUM CONSOLIDATED IMPORTANT NOTICE - Any material used in this presentation is only an overview and summary of certain data selected by the management of Lithium Consolidated Limited (“Li3”). - The presentation does not purport to contain all the information that a prospective investor may requ
Slide 3: Company Overview
| LITHIUM CONSOLIDATED COMPANY OVERVIEW SHARES ON ISSUE (UNDILUTED) (a) SHARE PRICE (02-April-2019) Market capitalisation Cash(b) 90,822,122 $0.076 $6.9m $1.0m CAPITAL STRUCTURE NUMBER CLASS SOUTHERN AFRICA ZIMBABWE MOZAMBIQUE 90,822,122 Ordinary Shares 8 Lithium Exploration Assets (2,810 ha) 2 Lice
Slide 4: Board of Directors & Management
| LITHIUM CONSOLIDATED BOARD OF DIRECTORS & MANAGEMENT NON EXECUTIVE CHIEF EXECUTIVE NON EXECUTIVE CHIEF FINANCIAL OFFICER CHAIRMAN OFFICER & DIRECTOR & COMPANY SECRETARY EXECUTIVE DIRECTOR BRIAN SHANTHAR VINCENT DUNCAN MOLLER PATHMANATHAN MASCOLO CORNISH Senior corporate partner at Over 17 years of
Slide 5: Technical Team
| LITHIUM CONSOLIDATED TECHNICAL TEAM SB SALLY BEVINGTON | EXPLORATION MANAGER B.SC (HONS) Sally is an exploration geologist with 20 years of experience in a variety of commodities including PGE’s, base metals, coal, gold, chromite and bauxite. Sally has been involved in all aspects of project manag
Slide 6: Lithium Price Performance
| LITHIUM CONSOLIDATED LITHIUM PRICE PERFORMANCE LONG RUN PRICES SIGNIFICANTLY THE RECENT LITHIUM “BOOM” WAS FROM HIGHER THAN MINE OPERATING EV PENETRATION OF ~2.2% OF GLOBAL CAR COSTS SALES VOLUMES LI CO PRICE SPODUMENE – SEABORNE 2 3 PRICE LONG RUN LI2CO3 PRICE OF ~US$10K /T LONG RUN SPODUMENE PRI
Slide 7: Lithium Supply & Demand
| LITHIUM CONSOLIDATED LITHIUM SUPPLY & DEMAND Li2CO3 Equivalent (Ktpa) NEXT 5 YEAR DEMAND GROWTH (BY APPLICATION) 774 DEMAND GROWTH Global Lithium demand growing at +20% year-on-year Lithium-ion is the Leading battery technology for Electric Vehicles: Lithium is Lightest Weight Metal(a) (No 3 on Pe
Slide 8: Global Emissions Policies
| LITHIUM CONSOLIDATED GLOBAL EMISSIONS POLICIES Global Electric Vehicle sales supported by new emissions policy announcements CITY COUNTRY ANNOUNCEMENT IMPLEMENTATION VEHICLE BAN TYPE COMMENT Delhi India 2014 Started Diesel Diesel cars over 10 years old Seoul Korea 2018 2019 Old Diesel cars(made be
Slide 9: Electric Vehicle Product Roadmaps
| LITHIUM CONSOLIDATED ELECTRIC VEHICLE PRODUCT ROADMAPS - Deutsche Bank expects current automaker product roadmaps to result in >10% EV penetration of global auto markets - Significant scale potential Volkswagen targeting 3m in annual electrified vehicle sales by 2025 GM launching 18 battery electr
Slide 10: Electric Vehicle Sales
| LITHIUM CONSOLIDATED ELECTRIC VEHICLE SALES Global Electric Vehicle Registrations (as proxy for Sales) Global China US Europe 2016 2017 2018 2016 2017 2018 2016 2017 2018 2016 2017 2018 Jan 35.5 40.5 82.2 15.3 5.8 29.8 6.2 10.6 12.1 11.2 18.2 24.4 Feb 34.7 54.8 80.8 10.5 17.8 33.8 7.8 12.0 16.8 13
Slide 11: Lithium Supply Regions
| LITHIUM CONSOLIDATED LITHIUM SUPPLY REGIONS RESOURCES 6% PRODUCTION USA Operator: CHINA Albemarie 4% Operators: Tianqi, Genteng 40% 50% SOUTHERN AFRICA AUSTRALIA ARGENTINA CHILE HAS SIGNIFICANT Operators: Tianqi, Operators: FMC, Operators: SQM, HARD ROCK LITHIUM Albemarie, Galaxy Orocobre, TTC Alb
Slide 12: Global Lithium Exploration
| LITHIUM CONSOLIDATED GLOBAL LITHIUM EXPLORATION MULTIPLE Maximizing leverage to global lithium growth through ASSETS multiple lithium assets Mozambique, Zimbabwe and Western SIGNIFICANT LITHIUM PROVINCES Australia are known lithium provinces with significant hard rock lithium exploration potential
Slide 13: Southern Africa Lithium
| LITHIUM CONSOLIDATED SOUTHERN AFRICA LITHIUM 1st ASX listed company to enter Mozambique for lithium and 2nd in Zimbabwe Lithium at historical tantalite or beryl mines Lithium orebody targets at or near- surface and visible in outcrops or historical workings Well-developed infrastructure coverage 1
Slide 14: Zimbabwe Lithium
| LITHIUM CONSOLIDATED ZIMBABWE LITHIUM Lithium brine production Li-contained Metal (Ktpa) 14.5 Hard rock lithium production 01 Zimbabwe is 5th largest lithium producer globally 100% OF Mining sector investment and activity 10.9 PRODUCTION 02 subdued since 1970s FROM BIKITA MINE Small-scale, abandon
Slide 15: Zimbabwe Lithium Geology
| LITHIUM CONSOLIDATED ZIMBABWE LITHIUM GEOLOGY MUTARE GREENSTONE BELT • In Zimbabwe, the lithium-bearing LCT pegmatites are associated with the Archaean aged (3.5-2.6 Ga) greenstone belts of the Zimbabwe Craton • Artisanal mining of tantalite and exploration for Lithium-Cesium-Tantalum pegmatites s
Slide 16: Zimbabwe Lithium Province
| LITHIUM CONSOLIDATED ZIMBABWE LITHIUM PROVINCE MUTARE GREENSTONE BELT 01 Mutare Greenstone Belt is Archaean age Locally extensive pegmatites 02 have been historically mined for beryl, tantalite, cassiterite, and lithium minerals Flat-lying pegmatites, which 03 depending on the outcome of future ex
Slide 17: Zimbabwe Exploration Assets
| LITHIUM CONSOLIDATED ZIMBABWE EXPLORATION ASSETS 3 main exploration areas 01 MGB East, MGB Central and MGB West Spodumene-bearing 02 pegmatites in historical workings and outcrops Clusters of pegmatites for 03 satellite mining operations Note: (a) Additional Licenses under application for new area
Slide 18: Zimbabwe Asset: MGB East
| LITHIUM CONSOLIDATED ZIMBABWE ASSET: MGB EAST License area 1,600 ha No. Licenses 27 (a) Li3 Ownership 100%(b) GEOLOGY • Outcropping and sub-outcropping pegmatite sills in 6 main areas • Numerous clusters of shallow artisanal workings • Spodumene, lepidolite, tantalite, zinnwaldite, tourmaline and
Slide 19: Nels Luck: Site Photos
| LITHIUM CONSOLIDATED NELS LUCK: SITE PHOTOS • Nels Luck pegmatite Spodumene exposed in historical pit (looking west) and worked to a depth of approximately 5m • Historically mined for tantalite • Lath of white spodumene in a fragment of pegmatite (below) 19
Slide 20: Zimbabwe Asset: MGB Central
| LITHIUM CONSOLIDATED ZIMBABWE ASSET: MGB CENTRAL License area 601 ha No. Licenses 15 Li3 Ownership 100%(a) GEOLOGY • The MGB Central Exploration area contains the Bepe pegmatites which were historically mined for tantalite, beryl and other pegmatitic minerals • Large clusters of shallow artisanal
Slide 21: Zimbabwe Asset: MGB West
| LITHIUM CONSOLIDATED ZIMBABWE ASSET: MGB WEST License area 501 ha No. Licenses 22 (a) Li3 Ownership 100%(b) GEOLOGY • Numerous clusters of shallow artisanal workings identified over outcropping pegmatites • Lepidolite, tourmaline, garnet and cleavelandite confirmed within Odzi West license. Spodum
Slide 22: Mozambique Lithium
| LITHIUM CONSOLIDATED MOZAMBIQUE LITHIUM - In northern Mozambique, the main concentration of pegmatites is found in the Alto Lingonha Pegmatite Province located largely within Mesoproterozoic aged (1.7 – 0.8 Ga) rocks of the Nampula Subprovince - Mozambique was the second largest producer of beryl
Slide 23: Mozambique Exploration Assets
| LITHIUM CONSOLIDATED MOZAMBIQUE EXPLORATION ASSETS Two (2) Lithium exploration assets: 9190L and 9167L are close to well developed transport infrastructure Mapped pegmatites within both license areas reported to contain gem beryl, columbite-tantalite, tourmaline and rare-earth minerals. Possible a
Slide 24: Western Australia Lithium
| LITHIUM CONSOLIDATED WESTERN AUSTRALIA LITHIUM Li-contained Metal (Ktpa) 14.5 LARGEST Series 1 LITHIUM World’s largest Lithium and hard PRODUCING 01 rock lithium producing region REGION 10.9 Most active lithium region globally, Lithium brine production 02 with 4 producing mines and several Hard ro
Slide 25: Western Australia Assets
| LITHIUM CONSOLIDATED WESTERN AUSTRALIA ASSETS Widely scattered Li, Be, Ta-Nb, Sn occurrences Historical and competitor exploration focus has been on better exposed regions Li3 is focused on poorly exposed regions in known Li provinces © State of Western Australia (Department of Mines, Industry Reg
Slide 26: Western Australia Assets
| LITHIUM CONSOLIDATED WESTERN AUSTRALIA ASSETS 13 granted Exploration Licenses and 3 Exploration License Applications over 747km² Prospective for beta-spodumene bearing pegmatites 13 Lithium Plays: All Shallowly Concealed Strong new Li-indicator anomalies in four partly tested plays 8 require initi
Slide 27: Work Program
| LITHIUM CONSOLIDATED WORK PROGRAM ZIMBABWE Field mapping and rock chip Systematic soil and rock chip Phase 1 drilling(c) sampling(a) sampling (b) MOZAMBIQUE Field mapping and rock chip Systematic soil and rock chip sampling(a) sampling (b), (c) WESTERN AUSTRALIA Phase 2 drilling Q3 Q4 Q1 2019 2019
Slide 28: Growth
| LITHIUM CONSOLIDATED GROWTH Z Z Z EXPLORATION MINING & NEW ASSETS Systematic exploration in PRODUCTION Additional Mozambique and Zimbabwe and Mozambique to define Shorter-term, small-scale Zimbabwe assets coming soon large-scale Lithium production potential at resources abandoned artisanal mines C
Lithium Consolidated — Investor Presentation (April 2019) on 6ix