Elevra Lithium Limited · ASX:ELV
Elevra Lithium — Shareholder Meeting (November 2024)
22 slides from Elevra Lithium's shareholder meeting presentation, Nov 28, 2024
Slide 1: 2024 AGM
2024 AGM 28 November 2024 ASX:SYA | OTCQB:SYAXF
Slide 2: Important Information and Disclaimer
Important Information and Disclaimer Important Information and Disclaimer fluctuations, actual demand, currency fluctuations, drilling and production results, resource and reserve estimates, loss of The Presentation does not purport to be all-inclusive or to contain all the information that you or a
Slide 3: Important Information and Disclaimer
Important Information and Disclaimer Not financial product advice Investors outside Australia should note that while Ore Reserves and Mineral Resource estimates of the Company in this This Presentation has been prepared without taking into account the specific objectives, financial situation or need
Slide 4: Agenda
Agenda Merger with Piedmont Lithium FY24 Highlights Operational Performance Strategy Update FY25 Guidance 4
Slide 5: Merger Transaction Structure
Merger Transaction Structure Overview of the merger MergeCo • Newly-formed US subsidiary of Sayona to merge with and into Piedmont, subject to shareholder approvals ASX primary listing • Post transaction ownership split: approximately 50% Sayona Nasdaq secondary listing of ADRs shareholders / 50% Pi
Slide 6: Investment Highlights
Investment Highlights Sayona + Piedmont Lithium Building a leading lithium Largest hard rock lithium producer Three DFS-stage development business with spodumene in North America; merger enables projects in favourable locations resources of global scale brownfield expansion at NAL Leadership team co
Slide 7: Leading Hard Rock Resource Base Totalling 205Mt
Scale Optimisation Growth Leading Hard Rock Resource Base Totalling 205Mt Legend Select Hard Rock M+I+I Mineral Resource Base Benchmarking Attributable M+I+I Mineral Resource Estimate (Mt)(1), M+I+I Mineral Resource Grade (%)(2) and M+I+I Resource Contained LCE (Mt) Operating3 Non operating 1.60% At
Slide 8: Combined Scale Enhances Growth Pipeline and Provides Flexibility to Optimise Development
Scale Optimisation Growth Combined Scale Enhances Growth Pipeline Sayona Project and Provides Flexibility to Optimise Development Piedmont Project Growth Pipeline (1)(2) Operating Assets Brownfield Expansions Advanced Projects Early-stage Projects NAL Upstream NAL Upstream Expansion Authier Killick
Slide 9: FY24 Highlights
FY24 Highlights North American Lithium nearing steady state production after only 17 months Production Financial Corporate Lucas Dow appointed as NED and then 155,822 $201M Audit and Risk Committee formed as MD and CEO DRY METRIC TONNES Production Revenue Dougal Elder Nomination and appointed as CFO
Slide 10: Operational Performance
Operational Performance
Slide 11: NAL Operational Performance
NAL Operational Performance Delivering significant NAL Global Recovery and Mill Utilisation NAL Concentrate Production and Unit QoQ production increase to 30 September 2024 Operating Costs to 30 September 2024 • Production restart and maiden 100% 80,000 shipments within 2 years of 1,536 1,506 1600
Slide 12: North American Lithium
North American Lithium 51% increase in Mineral Resource to 88Mt JORC Measured, Indicated Excellent conversion and Inferred Resource to reserves expected 87.9Mt @ 1.13% Li2O¹ 82% in M&I category Contained lithium Additional drilling Up 39% Further 30,000m complete2 Notes 1 Refer to ASX Announcement o
Slide 13: Moblan Lithium Project
Moblan Lithium Project 81% upgrade in Mineral Resource to 93Mt JORC Measured, Indicated Easily accessible resource and Inferred Resource High grade, low strip ratio, 93.1Mt @ 1.21% Li2O¹ and high Li2O recovery 70% in M&I category Close to, and well-serviced Excellent access by, key infrastructure an
Slide 14: Strategy Update
Strategy Update
Slide 15: Our Strategy
Our Strategy Clear pathway to building the next major, global lithium company 01 02 03 04 05 Optimise Expand Develop Integrate Explore strategic operations resource base assets downstream partnerships Ramp up production at NAL to Expand known mineral Deliver portfolio potential Evaluate and secure T
Slide 16: An opportune time to invest in Lithium
An opportune time to invest in Lithium Lithium remains a key cornerstone material for the global energy transition Countercyclical investment, lithium price significantly down from highs with forecast LT pricing upside Highly attractive long-term fundamentals with >10% demand CAGR to 2040 / with sup
Slide 17: Spodumene Prices Have Recovered from Recent Lows; Lithium Hydroxide Futures Remain in Contango
Spodumene Prices Have Recovered from Recent Lows; Lithium Hydroxide Futures Remain in Contango 6% Lithium Oxide Spodumene Concentrate Spot Price (US$/t) (1) CME Lithium Hydroxide CIF Futures (US$/t)(2) Spodumene Concentrate prices have recovered from multi-year lows Lithium Hydroxide futures market
Slide 18: Significant Margin Fluctuation over the Last Cycle but Expect More Consistency in the Long Term
Significant Margin Fluctuation over the Last Cycle but Expect More Consistency in the Long Term Key Observations Refining vs Mine Margin(1)(2)(3) % of LiOH Price Industry and supply-chains, particularly outside of China, are still being established 80% Mine Margin greater than Refinery Margin 60% Ov
Slide 19: FY25 Guidance
FY25 Guidance
Slide 20: FY25 Guidance
FY25 Guidance5 Spodumene Spodumene Unit Operating Capital Exploration Concentrate Production Concentrate Sales Costs (1,4) Expenditure (1,2) Expenditure (1,3) 190,000- 200,000- A$1,150- ~A$20M ~A$30M 210,000 230,000 A$1,300 DRY METRIC TONNES DRY METRIC TONNES PER DRY METRIC TONNE SC 5.4% product gra
Slide 21: Our Strategy in action – next months
Our Strategy in action – next 18 months Clear pathway and actions to building the next major, global lithium company 01 02 03 04 05 06 Optimise Expand Develop Integrate Explore strategic Complete merger operations resource base assets downstream partnerships with Piedmont Ramp up production Expand k
Slide 22: Connect with us.
Connect with us. Sayona Mining Limited ACN 091 951 978 ASX:SYAOTCQB:SYAXF Level 28, 10 Eagle Street Brisbane, Queensland, 4000 Australia info@sayonamining.com.au sayonamining.com.au +61 (7) 3369 7058 @SayonaMining