Kingsland Minerals Ltd. · ASX:KNG
Kingsland Minerals — MarketOpen Direct Connect Webinar (July 2024)
30 slides from Kingsland Minerals's conference presentation, Jul 3, 2024
Slide 1: Developing Australia's Largest Graphite Deposit
Developing Australia’s Largest Graphite Deposit 3 July 2024 MarketOpen Direct Connect Webinar
Slide 2: Important
Important Nature of this document: The purpose of this presentation is to provide general information about Kingsland Minerals (ACN 647 904 014) (the ‘Company’). Unless otherwise stated herein, the information in this presentation is based on the Company’s own information and estimates as of the dat
Slide 3: Why invest in Kingsland Minerals?
Why invest in Kingsland Minerals? Kingsland 100% owns Graphite flake Graphite market China Market cap at just the Leliyn Graphite concentrate forecast to move into introduced $13m (21.5c), $1.8m Project in the NT >94% TGC, deficit on demand from export controls cash (Mar 2024), EV which hosts test-w
Slide 4: Leliyn is Australia's largest graphite deposit
Maiden Mineral Resource Estimate Leliyn is the largest graphite deposit in Australia – with upside Inferred Mineral Resource Estimate 194.6mt @ 7.3% TGC containing 14.2mt of graphite Leliyn is Australia’s largest graphite deposit and is a globally significant deposit
Slide 5: Australian Graphite Deposits
Australian Graphite Deposits Leliyn is the largest graphite deposit in Australia – with upside Australian Graphite Deposits 14.2mt Kingsland Minerals 8.5mt 3.2mt 2.1mt 1.9mt 1.3mt 1.0mt 1.0mt 1.0mt 0.8mt 0.6mt 0.3mt Company Kingsland Renascor Inter. Graphite Itech Novonix Green Critical Lithium Ener
Slide 6: Top 10 Global Graphite Deposits
Global Graphite Deposits Leliyn is a globally significant graphite deposit – with upside Top 10 Global Graphite Deposits Showing contained tonnes of graphite 119.9mt 60.0mt 24.4mt 22.8mt 21.0mt 16.5mt 14.7mt 14.4mt 14.2mt Kingsland 9.4mt Minerals Company Syrah Sarytogan Sovereign Volt Ecograf Blackr
Slide 7: Leliyn Updated Exploration Target
Updated Exploration Target Leliyn is a globally significant graphite deposit – with upside Leliyn Updated Exploration Target Tonnes: 700 million – 1.1 billion tonnes Grade: 7% - 8% TGC Contained Graphite: 50mt – 90mt The quantity and grade of the Exploration Target for the Leliyn Graphite Project is
Slide 8: Excellent Location
Excellent Location 250 km Excellent location in the Pine Creek mining district (PCO) 250km from Darwin Port with rail/road access Existing infrastructure with a long history of mining and exploration
Slide 9: Infrastructure in Place
Infrastructure in Place Existing Infrastructure ✓ Rail loading area used for Frances Creek Iron Ore Mine in 1970’s ✓ Haulage road from Frances Creek to rail loading area. ✓ Sealed Kakadu and Stuart Highways ✓ 110 kV power line ✓ Gas pipeline ✓ Pine Creek, accommodation, fuel etc Frances Creek Iron O
Slide 10: Leliyn Mineral Resource Estimate
Leliyn Mineral Resource Estimate Inferred Mineral Resource 194.6mt @ 7.3% TGC containing 14.2mt graphitic carbon Considerable upside along strike for additional resources Untested Only 25% (4.7km) of total graphitic schist unit has been drilled. 75% (13.5km) remains untested. Considerable upside to
Slide 11: Leliyn Graphite
Leliyn Graphite Mineral Resource Area with drilling to date and location of cross-section
Slide 12: Leliyn Graphite: Outcropping, 100m wide on surface
Leliyn Graphite Outcropping, 100m wide on surface – excellent open pit mining scenario Outcropping mineralisation up to >100m wide on surface Higher grade zones from surface Amenable to very efficient and productive open pit mining techniques with very low strip ratio Continuous along strike and at
Slide 13: Graphite Demand driven by Electric Vehicles
Graphite Demand driven by Electric Vehicles EU, UK, China ban ICE by 2035 | 10% of new car sales in Australia are EV’s¹ Typical EV battery contains: 52kg Graphite 35 kg Aluminium 29 kg Nickel 20 kg Copper 20 kg Steel 10 kg Manganese 8 kg Cobalt 6 kg Lithium 5 kg Iron There is more graphite than anyt
Slide 14: Graphite Demand driven by Electric Vehicles
Graphite Demand driven by Electric Vehicles EV’s driving demand growth – demand to outstrip supply USA REST Future Graphite demand linked to EV sales growth and domestic battery EUROPE supply Millions of units To date, China has largely driven EV growth. As range, charge times and charging CHINA inf
Slide 15: Graphite Demand driven by Electric Vehicles
Graphite Demand driven by Electric Vehicles EV’s driving demand growth – demand to outstrip supply Nearly 20% of passenger cars sold in Australia are EV’s
Slide 16: Graphite Demand driven by Electric Vehicles
Graphite Demand driven by Electric Vehicles EV’s driving demand growth – demand to outstrip supply Monthly sales of EV’s display significant variance Strong growth in 2022 and 2023 replaced by more consistent figures in 2024. Strong growth expected to continue with cheaper cars becoming readily avai
Slide 17: Graphite Demand driven by Electric Vehicles
Graphite Demand driven by Electric Vehicles EV’s driving demand growth – demand to outstrip supply Submission 8 - EV FireSafe.pdf (nsw.gov.au) https://www.parliament.nsw.gov.au/ladocs/submissions/83044/Submission%208%20-%20EV%20FireSafe.pdf
Slide 18: Graphite Demand driven by Electric Vehicles
Graphite Demand driven by Electric Vehicles EV’s driving demand growth – demand to outstrip supply Battery market to grow from current ~55% of total graphite demand to 80% in 2030. Increased demand combined with supply limitations will lead to increased prices for flake graphite USA tariffs (25%) on
Slide 19: Graphite Supply
Graphite Supply China dominates supply of graphite products – time to diversify Graphite market controlled by ONE main supplier – China 67% of raw flake graphite 99% of spherical graphite 79% of natural graphite anode China introduced export controls for graphite products on 1 December 2023 Market n
Slide 20: Graphite Price
Graphite Price EV’s driving demand growth – demand to outstrip supply Natural Flake Price Index Balama (SYR) first production Chinese Export Controls Balama (SYR) production recommenced Balama (SYR) production suspended Leliyn (KNG) maiden MRE Benchmark Mineral Intelligence June 2024 Graphite Price
Slide 21: Leliyn Graphite Metallurgical Test-work
Leliyn Graphite Metallurgical Test-work Flotation test-work has produced a commercial grade concentrate >94% TGC Important milestone as proves that Leliyn can produce a marketable product Test-work ongoing to optimise flotation flowsheet Future work to focus on production of spherical graphite Coars
Slide 22: Australian Graphite Deposits
Australian Graphite Deposits Leliyn is perfectly located – with access to Darwin and International markets Stage 1: Deliver fine flake graphite concentrate to Darwin at as low a price as possible with targeted superior ESG credentials Stage 2: Downstream processing in Darwin to produce refined graph
Slide 23: Kingsland Minerals – Going Forward
Kingsland Minerals – Going Forward Maiden Mineral Resource Estimate Leliyn • Infill drilling to upgrade to Indicated classification Marketable concentrate >94% • Commercial grade concentrate at 80% recovery More advanced graphite metallurgy test-work • Assess optimal end-use for graphite concentrate
Slide 24: Capital Structure
Capital Structure Listed 14 June 2022 61.4m 18.7m $1.8m $13m $11.5m Shares on issue Options on issue Cash Market Cap Enterprise (KNG) (KNGO) 31 Mar 2024 ($0.215) Value Top 20 Shareholders Major Shareholders Directors 21.3% 62% Bacchus Resources Pty Ltd 8.2% Trafalgar Resources Pty Ltd 6.7%
Slide 25: Leliyn Graphite
Leliyn Graphite Significant Leliyn has scale, Leliyn has Tier 1 Project The world Graphite Deposit Inferred MRE location, NT in a Tier 1 wants more of 195mt @ Australia Location graphite 7.3% TGC
Slide 26: Board of Directors
Board of Directors Richard Maddocks Bruno Seneque Nick Revell Managing Director, MSc (Mineral Director, CFO, Company Secretary Technical Director, BAppSc Economics), BAppSc (Geology), Grad B Bus, CPA (Geology) MAIG Dip (Finance & Investment), FAusIMM, GAICD • Corporate finance professional with • Ge
Slide 27: Appendix 1 - Australian Graphite Deposits
Appendix 1- Australian Graphite Deposits TOTAL MINERAL RESOURCE Measured Indicated Inferred ASX Code Company Deposit Country Grade Contained Grade Contained Grade Contained Grade Contained ASX Source Date Tonnes TGC% Graphite Tonnes TGC% Graphite Tonnes TGC% Graphite Tonnes TGC% Graphite KNG Kingsla
Slide 28: Appendix 2 - Global Graphite Deposits
Appendix 2- Global Graphite Deposits TOTAL MINERAL RESOURCE Measured Indicated Inferred Ticker Code Company Deposit Country Grade Contained Grade Contained Grade Contained Grade Contained ASX Source Date Tonnes TGC% Graphite Tonnes TGC% Graphite Tonnes TGC% Graphite Tonnes TGC% Graphite SYR Syrah Re
Slide 29: Competent Persons Statement
Competent Persons Statement Information regarding the Mineral Resource Estimate for the Leliyn Graphite Deposit is extracted from the report ‘Australia’s Largest Graphite Resource’ created on 13 March 2024. . This report is available to view on www.kingslandminerals.com.au or on the ASX website www.
Slide 30: Contact
Contact www.kingslandminerals.com.au info@kingslandminerals.com.au +61 8 9381 3820
Kingsland Minerals — MarketOpen Direct Connect Webinar (July 2024) on 6ix