Anson Resources Limited · ASX:ASN
Anson Resources — Benchmark Conference 2021
21 slides from Anson Resources's conference presentation, Dec 9, 2021
Slide 1: Targeting Clean Lithium for a Sustainable Future
For personal use only Targeting Clean Lithium for a Sustainable Future Benchmark Conference 9/12/21
Slide 2: Disclaimer
Disclaimer For personal use only The information contained in this confidential document ("Presentation") has been prepared by Anson Resources Limited (the "Company"). It has not been fully verified and is subject to material updating, revision and further amendment. The Information many not be dist
Slide 3: EV Transition drives growing Lithium Supply deficit
EV Transition drives growing Lithium Supply deficit For personal use only Lithium production must quadruple to 2Mt Lithium Carbonate Equivalent (LCE) between 2020 and 2030 to meet growing demand1. Lithium Carbonate Price Annual EV sales 15x that of 20202 60 Millions 35,000 15x 30,000 50 25,000 40 20
Slide 4: Direct Lithium Extraction: What is Clean Lithium?
Direct Lithium Extraction What is Clean Lithium? High Purity, Low Footprint For personal use only Production of High Purity >99.95% Li2CO3 Delivery of Longer Battery Life Direct Lithium Extraction No mining / reduced ground disturbance Processed brine to be returned Low Energy and Water Consumption
Slide 5: Direct Lithium Extraction (DLE)
Direct Lithium Extraction (DLE) For personal use only Low-cost production of High Purity Lithium with lower emissions Processed brine is reinjected No mining and no evaporation to aquifer, water for plant ponds result in a smaller footprint, limited ground sourced from brine and Sustainable, No Mini
Slide 6: Paradox Basin Lithium Project (100% owned)
Paradox Basin Lithium Project (100% owned) For personal use only • Large High Quality Brine Resource1 • JORC Resource of 341 Mt of Brine • Resource containing Li and Bromine in high concentrations • Targeting Stage 1 Production of 2.7ktpa Li2CO3 • Suited to Direct Lithium Extraction • Processed brin
Slide 7: Emerging EV Battery Industry in the USA
Emerging EV Battery Industry in the USA For personal use only IM3, New York U.S. Lithium Advantage 15GWh LG, Michigan Lithium listed as critical 20GWh mineral in the U.S. Greater TESLA, Gigafactory 1 100GWh LG/GM, Ohio focus towards supply chain 30GWh security and local assets AESC, Tennessee 12 bat
Slide 8: High Purity Lithium Carbonate – 99.95%
High Purity Lithium Carbonate – 99.95% For personal use only Exceed EV Battery Longer Battery life De-risked Proven Grade • NOVONIX testing indicating Process – Direct • 99.5% battery grade v/s less loss in initial charge cycles1 Lithium Extraction Anson’s 99.95% • Lower self-discharge rate at • Exi
Slide 9: Paradox Basin Lithium – Compelling Advantage
Paradox Basin Lithium – Compelling Advantage For personal use only Strategic Location Sustainability High Margin Direct Production of High purity, Low Footprint – no mining or Tier 1 Political, Tax and Financing higher value product than evaporation ponds, limited ground Landscape spodumene or Li co
Slide 10: Paradox Basin – Direct Lithium Extraction
Paradox Basin – Direct Lithium Extraction For personal use only Clean and Efficient Supply Chain Hard rock Spodumene1 Water intensive, disturbance to ground, large infrastructure required Grinding, 99.2% 1.25% Li2O Crushing & 6% Li2O Pyro Hydro Gravity & Purification Ore Screening concentrate proces
Slide 11: Paradox Basin – Cleaner Lithium
Paradox Basin – Cleaner Lithium For personal use only Capital to Carbon intensity per tonne of LCE produced Estimated emissions from brine and spodumene projects Source – Roskill Lithium Sustainability Monitor 02 December 2020. Source – Roskill Lithium Sustainability Monitor 02 December 2020. Bubble
Slide 12: Li Battery Testing – Premium Performance
Li Battery Testing – Premium Performance For personal use only • Anson’s Li2CO3 demonstrated lower capacity loss during initial charge cycles • Lower resistance growth in Anson Li battery1 • Anson’s Li2CO3 more stable battery • 1.5 -2x less gas production within battery • Lower rate of self discharg
Slide 13: Preliminary Feasibility results
Preliminary Feasibility results For personal use only NPV 7 (pre-tax) IRR Project (after tax) Annual Revenue Annual EBITDA US$ 650 m 31% US$ 129 m US$ 97 m CAPEX 20 year 2,674 tpa 15,000 tpa US$ 203 m Plant life Li2CO3 NaBr • 2,674 tpa Lithium Carbonate and 15,000 tpa NaBr • Metrics based on conserv
Slide 14: Paradox Basin Exploration
Paradox Basin Exploration For personal use only Leadville Limestone Porosity Brine Li Grade Li Li2CO3 Br Grade Br Density Exploration Target2 (%) (Mt) (ppm) (tonnes) (tonnes) (ppm) (tonnes) MIN 14 1.27 1,300 80 104,000 553,000 2,000 2,600,000 MAX 14 1.27 1,800 140 252,000 1,340,000 3,000 5,400,000 R
Slide 15: Bromine – Enhancing Paradox Project
Bromine – Enhancing Paradox Project For personal use only • Shared infrastructure for Li2CO3 plant and Bromine plant • Over 3,500 ppm of Br in Paradox Basin Brine1 • Bromine plant to target production of NaBr • Zinc bromide batteries • Large, Non-perishable storage batteries • Used for Energy storag
Slide 16: Development Timeline
Development Timeline For personal use only H1 H2 2021 2023 2024 2022 2022 üBromine MOU • Drilling of • Project Targeting Stage 1: with TETRA Production wells Funding Construction 2.7ktpa LCE üUpdated • JORC Resource • Lithium 1.5 year production Lithium/NaBr PEA upgrade Offtake delivered • Paradox B
Slide 17: Yellow Cat Vanadium-Uranium Project
Yellow Cat Vanadium-Uranium Project For personal use only • Located approximately 40kms from the Paradox Lithium Project in Thompson District, Grand County Utah • Comprises 151 mineral claims over 12.6km2 of uranium and vanadium rich mineralisation • Strategically located within trucking distance to
Slide 18: Exploring a world class Ni-CU-PGE Trend in Western Australia
Exploring a world class Ni-CU-PGE Trend in Western Australia For personal use only Anson holds a sizeable 485km2 tenement portfolio in the Yilgarn Craton, Western Australia Key Targets include: • The Bull (82km2) • Ajana / Mary Springs (222km2) • Hooley Well (154km2) The Bull (100%) • 20km Southwest
Slide 19: Corporate Snapshot
Corporate Snapshot For personal use only Overview Bruce Richardson, B.A (Hons) – Executive Chairman and CEO ASX code ASN Proven track record of 13 years in exploration, mining and Issued Capital 1,021 million production in public and private companies. Over 30 years of Market Capitalisation 153 mill
Slide 20: Appendix: Resource
Appendix: Resource For personal use only Brine Tonnes Contained (‘000 t) Resource Category Clastic Zone (Mt) Li2CO3 BR2 NaBr Indicated 31 37 33 143 185 Indicated 17, 19, 29, 33 39 16 142 183 Total Indicated Resource 76 50 285 368 Inferred 31 74 68 221 285 Inferred 17, 19, 29, 33 191 74 670 864 Total
Slide 21: Competent Person's Statement
Competent Person’s Statement For personal use only Competent Person’s Statement 1: The information in this presentation that relates to exploration results and geology is based on information compiled and/or reviewed by Mr Greg Knox, a member in good standing of the Australasian Institute of Mining