Livium Ltd. · ASX:LIT
Livium — Lithium Australia — Investor Presentation (March 2024)
30 slides from Livium's investor presentation, Mar 18, 2024
Slide 1: Investor Webinar Presentation
18 March 2024 Investor Webinar Presentation Lithium Australia Ltd (ASX:LIT) (“Lithium Australia” or the “Company”) is pleased to announce it will host an investor webinar on Friday, 22 March 2024, supported by Proactive Investors. CEO and Managing Director, Simon Linge extends an invitation to all L
Slide 2: About Lithium Australia
` About Lithium Australia Lithium Australia is aiming to lead and enable the global transition to sustainable lithium production. The Company operates Australia’s market leading battery recycler, produces critical battery material lithium ferro phosphate (LFP), and has developed a patented lithium e
Slide 3: Energising a better world
For personal use only Energising a better world Investor Presentation | March 2024 ASX:ASX: LIT LIT
Slide 4: Disclaimer
Disclaimer This presentation is for information purposes only. Neither this presentation nor the All forward-looking statements in this presentation are qualified by the foregoing cautionary information contained in it constitutes an offer, invitation, solicitation or recommendation in statements. I
Slide 5: Lithium Australia at a glance
Lithium Australia at a glance To lead and enable the global transition to sustainable electrification, delivering a better world For personal use only Market leading Australian battery recycler achieving FY23 revenue of $5.5m1 (+118% from FY22) Strong partnerships in place with industry leaders to s
Slide 6: Where we play
Where we play Lithium Australia (LIT) is scaling up in the growing battery recycling industry and focused on high value opportunities across the lithium value chain For personal use only Developing patented technologies Existing operations Exploration and Mining Lithium Chemicals Battery Materials B
Slide 7: Battery Recycling
For personal use only Click to edit Master title style Battery Recycling ASX: LIT | March 2024 | www.investorhub.lithium-au.com | www.lithium-au.com 5
Slide 8: Leading Australian battery recycler
Leading Australian battery recycler Revenue-generating battery recycling business executing on a plan to achieve profitability Australia’s leading battery recycler For personal use only Only Australian battery recycler which processes lithium- ion batteries domestically High barriers to entry Establ
Slide 9: Attractive recycling revenue model
Attractive recycling revenue model Revenue generated from upstream fees, sale of recycled materials and complimentary services Recycling revenue streams For personal use only 1 1 Upstream fees (~50% of revenue)1 Fees are charged to customers for the collection and 2 processing of recyclable batterie
Slide 10: Strong financial profile
Strong financial profile Rapid revenue growth driven by increased recycling volumes, BSC rebates and higher MMD sales Total recycling revenue (A$m)1 Recycling volume (tonnes)2 For personal use only H2 H2 $5.5m H1 1,347 H1 1,086 697 $3.2m 849 531 752 $2.5m $2.6m 521 $1.6m 752 $1.2m $2.6m 650 $2.3m 55
Slide 11: Unrivalled recycling eco-system
Unrivalled recycling eco-system Strategic partnerships in place to secure battery supply, with focus on LIBs given higher efficiencies LIB recycling volume (tonnes)2 For personal use only ✓ Battery supply chain strategy in action1 End of life lithium-ion batteries will continue to be received from +
Slide 12: Growing Australian demand
Growing Australian demand Rapidly increasing demand for batteries expected drive need for recycling services Australia EV market share (%)1 Recycling strategy For personal use only 8.5% Secure supply with Tier 1 manufacturers Secure future supply of LIBs for recycling by signing recycling agreements
Slide 13: Becoming a self-sustaining recycling business
Becoming a self-sustaining recycling business Strategic roadmap to materially increase battery recycling volumes Long-term (3+ years) For personal use only Medium-term (2-3 years) • Increase battery processing capacity to match collection volumes Short-term (1 year) • Build national collection and s
Slide 14: Patented Technologies
For personal use only Click to edit Master title style Patented Technologies ASX: LIT | March 2024 | www.investorhub.lithium-au.com | www.lithium-au.com 12
Slide 15: Patented technologies
Patented technologies Two unique technologies with partnership strategies in place to de-risk commercialisation For personal use only Patented and validated technologies Lithium Chemicals Both technologies are protected by patents and have been validated by independent industry participants Lithium
Slide 16: Patented technologies strategic roadmap
Patented technologies strategic roadmap Clear strategy in place to commercialise patented technologies via partnerships with industry leaders For personal use only Completed Short-term (1 year) Medium-term (2-3 years) Long-term (3+ years) ✓ JDA signed with MinRes • Prove technology at • LIT to manag
Slide 17: Investment highlights
Investment highlights Growing global demand: Well-positioned to capitalise on the increasing global For personal use only demand for lithium-ion batteries Market leading recycling business: Australian-based battery recycler, providing sustainable solutions for the disposal of batteries Strategic sup
Slide 18: Appendices
For personal use only Click to edit Master titleAppendices style ASX: LIT | March 2024 | www.investorhub.lithium-au.com | www.lithium-au.com 16
Slide 19: Corporate Overview
For personal use only Click to edit Master title style Corporate Overview ASX: LIT | March 2024 | www.investorhub.lithium-au.com | www.lithium-au.com 17
Slide 20: Corporate overview
Corporate overview Strong balance sheet with cash and listed investments of A$7 million For personal use only Share price performance (last 6 months) Financial information Share price ($) Volume (m) $0.04 10 Share price (15-Mar-24) $0.03 $0.04 52-week trading range (low / high) $0.03 / $0.07 8 $0.03
Slide 21: Board and management
Board and management High profile and experienced leadership team LIT Directors For personal use only Simon Linge George Bauk Kristie Young Phil Thick Managing Director and Non-Executive Chairman Non-Executive Director Non-Executive Director CEO 25+ years of senior management 15+ years as a listed c
Slide 22: Market Overview
For personal use only Click to edit Master title style Market Overview ASX: LIT | March 2024 | www.investorhub.lithium-au.com | www.lithium-au.com 20
Slide 23: Growing global demand
Growing global demand Rapidly increasing demand for batteries expected to drive strong growth in lithium production LIBs demand growth1 Global shift towards EVs For personal use only Global Li-ion battery cell demand, GWh 5000 4000 571% 3000 2000 1000 0 2022 2025 2030 Strong demand growth for batter
Slide 24: Reducing supply chain risks
Reducing supply chain risks World governments are actively trying to reduce dependency on China, who produces >95% of all LFP For personal use only China dominates the market Government policies Various government policies in place to secure future Countries are looking to diversify their supply cha
Slide 25: Patented Technologies: Supplemental Information
For personal use only Click to edit Master title style Patented Technologies: Supplemental Information ASX: LIT | March 2024 | www.investorhub.lithium-au.com | www.lithium-au.com 23
Slide 26: Lithium Chemicals: Overview
Lithium Chemicals: Overview Patented extraction technology offers ~50% higher lithium extraction efficiency ✓ Driving greater profitability for miners For personal use only Unique method of processing un-used fine and low-grade ~50% spodumene, yielding higher levels of lithium output Higher yield ef
Slide 27: Lithium Chemicals: Partnering with Mineral Resources Ltd. (MinRes)
Lithium Chemicals: Partnering with Mineral Resources Ltd. (MinRes) Joint development agreement with $13bn1 Australian miner validates lithium extraction technology For personal use only STRATEGIC PARTNERSHIP2 HIGHLIGHTS • MinRes will fund the pilot plant operations and ✓ Ideal partnership engineerin
Slide 28: LieNA® process comparison
LieNA® process comparison Potential to broaden the quality of feed for extraction of lithium at scale ✓ Process Comparison to Conventional Thermal For personal use only LieNA® is a disruptive process that replaces alpha to Conversion beta thermal conversion with a phase change using caustic. ✓ Feed
Slide 29: Battery Materials: Overview
Battery Materials: Overview Validated and sustainable lithium ferro phosphate (LFP) production ✓ Proven LFP product For personal use only Independently assessed and validated against commercially Validated product available products by leading battery researcher NOVONIX Proprietary production proces
Slide 30: Contact Information
For personal use only Contact Information COMPANY Suite 16 & 17, 79-83 High Street Kew VIC 3101 Click to edit Master title style Simon Linge E: simon.linge@lithium-au.com T: +61 (0) 3 7017 2656 www.lithium-au.com 28
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