Lithium Argentina Ag · NYSE:LAR
Lithium Argentina — Investor Presentation (November 2023)
18 slides from Lithium Argentina's investor presentation, November 2023
Slide 1: Corporate Presentation November 2023
1 LITHIUM ARGENTINA / CORPORATE PRESENTATION 2023 NYSE & TSX: LAAC NYSE & TSX: LAAC CORPORATE PRESENTATION NOVEMBER 2023
Slide 2: Disclaimer
2 LITHIUM ARGENTINA / CORPORATE PRESENTATION 2023 NYSE & TSX: LAAC Disclaimer ADDITIONAL REFERENCE MATERIALS CURRENCY This presentation should be read in conjunction with Lithium Americas Corp.’s (“Lithium Americas”, “LAC” or the All figures presented are in U.S. Dollars unless otherwise noted. “Com
Slide 3: Corporate Snapshot
3 LITHIUM ARGENTINA / CORPORATE PRESENTATION 2023 NYSE & TSX: LAAC Corporate Snapshot Share Price (NYSE:LAAC) (US$/sh.) LAAC NYSE and TSX Currency Exchange USD Shares Outstanding(1) 160M $8.00 Share Price(1) (NYSE) $6.50 1-Year Average Daily Volume(2) (NYSE) 1.8M $6.00 Market Cap(1) $1.3B $4.00 Cash
Slide 4: Demand for LCE to Outpace Supply
4 LITHIUM ARGENTINA / CORPORATE PRESENTATION 2023 NYSE & TSX: LAAC Demand for LCE to Outpace Supply Monthly Avg. Historical Lithium Prices(1) Forecasted Supply Gap(2) Investment in new sources of lithium supply will be required to meet demand (1) As of September 5, 2023; source: Asian Metals. (2) As
Slide 5: Caucharí-Olaroz
5 LITHIUM ARGENTINA / CORPORATE PRESENTATION 2023 NYSE & TSX: LAAC CAUCHARÍ-OLAROZ
Slide 6: Stage 1 Highlights
6 LITHIUM ARGENTINA / CORPORATE PRESENTATION 2023 NYSE & TSX: LAAC Stage 1 Highlights Fully Funded to Reach Design Capacity and Positive Cash Flow Capacity of 40,000 tpa(1) battery-quality lithium carbonate ▪ Achieved first lithium production in June 2023 and expected to be fully operating by mid-20
Slide 7: Strategic Location With Developed Infrastructure
7 LITHIUM ARGENTINA / CORPORATE PRESENTATION 2023 NYSE & TSX: LAAC BOLIVIA Strategic Location With Developed Infrastructure Positioned near all key infrastructure required CHILE ▪ The project is accessible via paved National Highways 9 and 52, which connect the site to San Salvador de Jujuy and Salt
Slide 8: First Shipment Achieved
8 LITHIUM ARGENTINA / CORPORATE PRESENTATION 2023 NYSE & TSX: LAAC First Shipment Achieved Production of first lithium in June 2023(1) Reaffirm target to produce approximately 5,000 tonnes of Thickener & SSL Purification Plant lithium carbonate in 2023 Testing and commissioning of critical equipment
Slide 9: Ganfeng Lithium: Strategic Partner & Committed Offtake Agreement
9 LITHIUM ARGENTINA / CORPORATE PRESENTATION 2023 NYSE & TSX: LAAC Ganfeng Lithium: Strategic Partner & Committed Offtake Agreement Ganfeng Lithium is one of worlds' top 5 lithium producers and a Committed to a significant portion of Cauchari-Olaroz Stage 1 seasoned partner with deep expertise of li
Slide 10: Growth Opportunity: Cauchari-Olaroz Stage 2
10 LITHIUM ARGENTINA / CORPORATE PRESENTATION 2023 NYSE & TSX: LAAC Growth Opportunity: Cauchari-Olaroz Stage 2 Stage 2 expansion of at least 20,000 tpa lithium carbonate(1) ▪ Project planning continues to progress to align with completion of Stage 1 – Development of the exploration wellfield underw
Slide 11: Growth Opportunity: Pastos Grandes Basin
11 LITHIUM ARGENTINA / CORPORATE PRESENTATION 2023 NYSE & TSX: LAAC Growth Opportunity: Pastos Grandes Basin Pastos Grandes Basin ▪ Acquired Pastos Grandes (100% owned) in January 2022, with the acquisition of Millennial Lithium for total consideration of $390 million(1) ▪ Acquired Sal de la Puna (6
Slide 12: Providing Lithium Platform with Significant Growth Pipeline
12 LITHIUM ARGENTINA / CORPORATE PRESENTATION 2023 NYSE & TSX: LAAC Providing Lithium Platform with Significant Growth Pipeline Further Growth Potential Updated FS Underway Preparation Sal de la Puna Project Pastos Grandes Production Project Cauchari-Olaroz Stage 2 Cauchari-Olaroz Stage 1 Execute &
Slide 13: Lithium Argentina has Acquired Strategic Assets at Competitive Prices
13 LITHIUM ARGENTINA / CORPORATE PRESENTATION 2023 NYSE & TSX: LAAC Lithium Argentina has Acquired Strategic Assets at Competitive Prices Recent Transaction Perspectives Multiple Pozuelos-Pastos Assets Sal de la Puna Rincon Pastos Grandes Operations Grandes Announcement May 2023 December 2022 July 2
Slide 14: Favorable Mining Jurisdiction With a Strong History of Investment
14 LITHIUM ARGENTINA / CORPORATE PRESENTATION 2023 NYSE & TSX: LAAC Favorable Mining Jurisdiction With a Strong History of Investment Over US$10 billion committed in Argentina by global companies in recent years 21-Dec-21 26-Jul-23 29-Jul-23 21-Mar-22 US$825 mm US$335 mm US$800 mm US$4 bn 1-Jun-23 U
Slide 15: Contact Information
15 LITHIUM ARGENTINA / CORPORATE PRESENTATION 2023 NYSE & TSX: LAAC CONTACT INFORMATION Kelly O'Brien VP Investor Relations & ESG ir@lithium-Argentina.com www.lithium-argentina.com @Lithium_ARG
Slide 16: Appendix
16 LITHIUM ARGENTINA / CORPORATE PRESENTATION 2023 NYSE & TSX: LAAC APPENDIX
Slide 17: Skilled Team, Applying Successful Experience to Current Operations and Development Projects
17 LITHIUM ARGENTINA / CORPORATE PRESENTATION 2023 NYSE & TSX: LAAC Skilled Team, Applying Successful Experience to Current Operations and Development Projects JOHN KANELLITSAS Executive Director (Chair), President and Interim CEO IGNACIO CELORRIO EVP, Latin America ▪ 25+ years of investment banking
Slide 18: Cauchari-Olaroz Project Timeline
18 LITHIUM ARGENTINA / CORPORATE PRESENTATION 2023 NYSE & TSX: LAAC Cauchari-Olaroz Project Timeline Environmental Permits Pond Construction JEMSE Exercises Exploration Program Commences Approved Participation Right 2009 – 2011 2012 2018 2021 Lithium Americas is LAC and SQM Ganfeng Investments Resou
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