Latrobe Magnesium Limited · ASX:LMG
Latrobe Magnesium — Shareholder Meeting (November 2023)
8 slides from Latrobe Magnesium's shareholder meeting presentation, Nov 22, 2023
Slide 1: 2023 AGM
For personal use only 2023 AGM David Paterson - CEO ASX: LMG
Slide 2: Disclaimer
Disclaimer It is believed that the expectations reflected in these statements are reasonable but they may be affected by a multiple variables and changes in underlying assumptions which could cause actual results or trends to differ materially, including but not limited to: price fluctuations, actua
Slide 3: 2023 Year Highlights
2023 Year Highlights Magnesium is a Critical Raw Material in Australia, USA, EU, and Japan and increased funding has been announced by most Governments to assist with securing supply chains. In the last 6 months, the Chinese magnesium price has traded in the range between US$3,200 and US$3,800 per t
Slide 4: Capital Structure and Location
Capital Structure and Location Latrobe Magnesium is an Australian listed public company under the ASX code LMG. For personal use only ASX CODE LMG Shares on issue $1,826 million Share Price $0.069 Market Cap $126 million *As of 21 November, 2023
Slide 5: Magnesium: The Critical Green Mineral
Magnesium: The Critical Green Mineral 11.1 Current and Emerging Uses % Key Statistics 11.1 33.3 Aluminium Sheet Die Cast Components % % For personal use only Die Cast Parts Aluminum Alloys 11.1 Titanium Refining % Steel Desulfurisation Others Bioabsorbable Stents Magnesium Batteries 33.3 % Global Ma
Slide 6: LMG's Pathway for Expansion
LMG’s Pathway for Expansion For personal use only Fly Ash Fly Ash Ferro Nickel Slag Commencing production Commencing production in Commissioning targeted for by Q1 2024 Dec 2025 early 2029 Financials Financials Financials • $42m capex • $150m capex • $1.1B capex • $10m revenue • $110m revenue • $1.1
Slide 7: Demonstration Plant
Demonstration Plant • Produce 1,000 tones per annum of Magnesium, with a current budget estimate of $41.7M of which $36M has already been spent. • Processing fly ash waste feedstock from the Energy Australia Yallourn West Power Station. • Converting 100% of fly ash waste into saleable For personal u
Slide 8: Thank You!
Thank You! For personal use only Suite 4 Level 5, 80 Clarence Street Sydney NSW 2000 Phone: +61 (0)2 9279 2033 Email: enquire@latrobemagnesium.com
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