Kingston Resources Ltd. · ASX:KSN
Kingston Resources — AMEC Investor Briefing November 2016
21 slides from Kingston Resources's conference presentation, Nov 21, 2016
Slide 1: AMEC Investor Briefing November 2016
3 Spring Street, Sydney, NSW 2000 For personal use only ACN 009 148 529 T: +61 2 8249 4968 www.kingstonresources.com.au AMEC Investor Briefing November 2016
Slide 2: Disclaimer
Disclaimer For personal use only Forward Looking Statements Certain statements contained in this presentation, including information as to the future financial or operating performance of Kingston Resources Limited (“KSN”) and its projects, are forward looking statements. Such forward looking statem
Slide 3: Corporate Highlights
Corporate Highlights For personal use only • Experienced management team • Exploration and mining focus • Primary focus on lithium, gold and copper • Lithium – Diverse portfolio of attractive lithium tenements – Highly prospective geological settings – Adjacent or near operating mines – Historical m
Slide 4: Corporate Snapshot
Corporate Snapshot For personal use only CAPITAL STRUCTURE KEY PERSONNEL Shares on issue 660,269,985 shares Chairman Anthony Wehby Market capitalisation (@ A$0.021 per share) A$13.9m Managing Director Andrew Corbett BE(Hons) MBA Cash on hand A$5.4m Chief Geological Officer Andrew Paterson BEng MAIG
Slide 5: Lithium market snapshot
Lithium market snapshot For personal use only Production by Company 2015 2015 ~ Demand 175kt LCE Other 14% Batteries FMC 10% Other 35% 24% SQM 17% Tianqi 23% Albemarle 32% 0% 20% 40% Grease Production by Country 2015 9% Other 3% Zimbabwe 3% China 7% Ceramics & Glass 32% Argentina 11% Chile 35% Austr
Slide 6: The Lithium Advantage
The Lithium Advantage For personal use only Why lithium? • Lithium is the lightest metal and least dense solid element, it has the Cost of Li-ion falling faster than other technologies highest electrochemical potential and easily gives up its electron. This results in lightweight, powerful batteries
Slide 7: The Lithium Advantage
The Lithium Advantage For personal use only How much lithium will Electric Vehicles (EV) need? EV Sales (units) 2016 forecast • An EV battery uses around 0.8kg of lithium carbonate (LCE) per kwh. 1000000 900000 • A 60kwh battery (such as in the Tesla Model 3), 800000 equates to 48kg of LCE per vehic
Slide 8: Energy Storage Systems (ESS)
Energy Storage Systems (ESS) For personal use only Global installed capacity of ESS batteries Source GS, BNEF 9
Slide 9: Australian Location Advantage
Australian Location Advantage For personal use only LiB Manufacturing location MWh LiB Manufacturing Capacity (2015) 60,000 Planned 50,000 Commissioned / Under construction 40,000 30,000 20,000 10,000 0 China Korea Japan US Europe RoW Source : CEMAC 10
Slide 10: Current demand outlook
Current demand outlook For personal use only LCE (t) Lithium Demand Forecast 800,000 700,000 600,000 12% CAGR 500,000 400,000 300,000 8% CAGR 200,000 100,000 0 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Consultant Broker 3 Company 1 Broker 2 Broker 1 Broker 4 Broker 5 Broker 6 Avera
Slide 11: Current supply outlook
Current supply outlook For personal use only LCE (t) Lithium Supply Outlook 350,000 Demand at 12% CAGR 300,000 Albemarle La Negra Pilgangoora (PLS) 250,000 Mount Cattlin Mount Marion 200,000 Orocobre Phase 1 150,000 Current Production 100,000 50,000 0 2014 2015 2016 2017 2018 2019 2020 Market likely
Slide 12: Supportive pricing outlook
Supportive pricing outlook For personal use only • Contracted price market with quarterly and annual pricing • Spot market is not reflective of average market price • Opaque pricing market • Despite price rises, lithium represents only 2-3% of battery cost Source : Global Lithium LLC, Benchmark Mine
Slide 13: Australian Lithium Projects
Australian Lithium Projects For personal use only Mt Cattlin Bynoe and Wingate • 14km from the established Mt • Attractive new exploration Cattlin lithium mine region for lithium • Excellent infrastructure setting • Neighbouring Bynoe peer • Multiple known pegmatite group explorers having targets su
Slide 14: Mt Cattlin – Deep Purple South
Mt Cattlin – Deep Purple South For personal use only • Deep Purple South within the Mt Cattlin project is KSN’s priority exploration target with drill targets now identified • Historical sampling confirms significant lithium up to 4.48% Li2O*, with a number of further high grade rock chips identifie
Slide 15: Mt Cattlin soil sampling
Mt Cattlin soil sampling For personal use only • Soil sampling program confirms the scale of the Deep Purple South anomaly at approximately 650m long, with a second parallel anomaly also identified • An additional 600m long soil anomaly has also been identified 2km south of Deep Purple. • Further so
Slide 16: Bynoe & Wingate
Bynoe & Wingate For personal use only The next Pilgangoora? • KSN holds a significant tenure package covering over 400 km2 within the Litchfield Pegmatite Belt • ASX peer lithium exploration companies delivering successful results from initial drilling campaigns in adjacent Bynoe tenements. • The By
Slide 17: Bynoe
Bynoe For personal use only • Overlays part of the Bynoe pegmatite field which has hosted many historical tin and tantalum deposits • The Bynoe production advantage – Scale, the Bynoe Pegmatite Field is 70km long, 15km wide. – Port Darwin, Australia’s northern gateway with strategic advantages of be
Slide 18: North Arunta
North Arunta For personal use only • Eight tenements, four granted, are located within the Barrow Creek Pegmatite Field and the Alcoota Pegmatite Region • Multiple historic workings for tin, tantalum and tungsten • Historic and current exploration has built a strong case for lithium potential in the
Slide 19: Greenbushes
Greenbushes For personal use only • Geochemical anomaly exploration target • Requiring modern exploration to fully evaluate • Neighbouring Greenbushes mine, the largest hard rock lithium mine globally. Resource 118.4 @ 2.4% Li20 * • Strategic regional asset * Ingham, P.; Brett, A.; White, I.; Jackso
Slide 20: Copper Exploration
Copper Exploration For personal use only • Six Mile Hill: eastern margin of the Gawler Craton and straddles the boundary between the Spencer Domain and the Olympic Domain. • Cootanoorina: Exploration targeting IOCG mineralisation, eastern edge of the Gawler Craton within the Peake-Denison Domain. •
Slide 21: Exciting Exploration Portfolio
Exciting Exploration Portfolio For personal use only “Metals exploration with a strong focus on lithium” “Mt Cattlin and Bynoe lithium exploration drilling this FY17.” 26
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