Liontown Limited · ASX:LTR
Liontown — Liontown Resources — Investor Presentation (November 2022)
16 slides from Liontown's investor presentation, Nov 15, 2022
Slide 1: Investor Presentation November 2022
1 For personal use only Investor Presentation NOVEMBER 2022 NOVEMBER 2022 | 1
Slide 2: Disclaimer
Disclaimer For personal use only Cautionary Statement Competent person statement The production targets and forecast financial information referred to in the Definitive Feasibility Study (DFS) The Information in this Presentation that relates to Exploration Results and Mineral Resources for the and
Slide 3: Agenda
Agenda For personal use only 1 Corporate Overview 2 Lithium Market Update 3 Liontown Strategy 4 Project Update and Timetable 5 Investment Proposition NOVEMBER 2022 | 3
Slide 4: Corporate Overview - Corporate Snapshot
Corporate Overview Corporate Snapshot (11 November 2022) For personal use only Liontown aims to be a globally significant provider of battery minerals for the rapidly growing clean energy market and is currently focused on developing the world-class Kathleen Valley Lithium Project Market Cap Share P
Slide 5: Lithium Supply Dynamics
Lithium Supply Dynamics Forecast lithium market deficit is expected to grow significantly out to 2030, driven by tight supply. Lithium pricing has hit new records in 2022 off the back of strong For personal use only demand and supply shortfalls Demand / Supply Forecast, 2020-30, kt LCE Demand 6,750
Slide 6: Lithium is Fundamental to an Energy Storage Future
Lithium is Fundamental to an Energy Storage Future Convertors are still able to achieve reasonable margins at current spodumene and lithium hydroxide prices. There is no substitute for lithium in li-ion cathodes and For personal use only the input cost of lithium is not material to overall productio
Slide 7: Liontown's Strategy
Liontown’s Strategy For personal use only Our pathway to become a globally significant provider of battery minerals as the world transitions to a low-carbon future Kathleen Valley Downstream Expansion Liontown Full Potential Full Potential – 700ktpa Develop integrated operations to Expand portfolio
Slide 8: Delivering A World Class Lithium Project
Delivering A World Class Lithium Project Kathleen Valley For personal use only Tier-1 Offtakes Secured Attractive Financing In Place Lithium • Offtakes secured for majority of production • Low-cost financing Delivered Project over first 5-years • Creditworthy and strategically aligned customer • Tie
Slide 9: Kathleen Valley Tier-1 in any Context
Kathleen Valley Tier-1 in any Context The Mount Mann orebody has extremely high tonnes per vertical metre, containing a rich resource which is less costly and complex to extract. Kathleen Valley’s For personal use only underground mining approach supports ‘surgical’ ore targeting, reducing risk of g
Slide 10: Mine Optimisation to Derisk Start Up
Mine Optimisation to Derisk Start Up For personal use only Underground Planning Focus Underground Mining Plan Progression Focus for underground planning has been to Reducing Operational Complexity by Starting with Mount Mann underground 2 years into current plan Kathleen’s Corner develop a mine plan
Slide 11: Kathleen Valley Project Progress
Kathleen Valley Project Progress 136 rooms to be on site, as per the schedule. Site clearing complete, site offices established, solar farm clearing in progress For personal use only Long lead mechanical equipment fabrication remains on track Accommodation village: Wing of the Dragonfly taking shape
Slide 12: Kathleen Valley Milestones
Kathleen Valley Milestones For personal use only LIONTOWN TRACK RECORD OF DELIVERING TO SCHEDULE PROJECT TO PRODUCTION SCHEDULE Award of Key approvals DFS Three Debt Funding Early Works / Major A$463m received – Construction Complete & Foundational Secured & Design Construction / Commission Producti
Slide 13: Liontown's Downstream Strategy in Execution
Liontown’s Downstream Strategy in Execution Liontown is planning for the future. The DSS confirmed a value maximizing pathway for Liontown is a staged-build, integrated mining, processing and refining For personal use only operation producing downstream lithium products, with the PFS exploring optim
Slide 14: ESG Performance
ESG Performance For personal use only Safety People Environment • Safety, Risk, Learning and Sustainability • Project team expanding to plan, with new hires to • Climate Strategy Roadmap under development software management system procured support project ramp-up aligned with TCFDs1 • Hazard and Ri
Slide 15: Liontown's Investment Proposition
Liontown’s Investment Proposition For personal use only Near Term Priorities 1 Accelerate early execution momentum on the ground at KV Tier-1 Asset Timed to Perfection Kathleen Valley is a world- Significant supply deficits class lithium deposit, with forecast to emerge from 2024, 2 Award major cons
Slide 16: For More Information
For personal use only For More Information: Investors Robert Carruthers Head of Corporate Affairs T: +61 8 6186 4639 rcarruthers@ltresources.com.au Media Nicholas Read Read Corporate T: +61 8 9388 1474 Nicholas@readcorporate.com.au Level 2, 1292 Hay Street, West Perth WA 6005 +61 8 6186 4600 info@lt
Liontown Resources — Investor Presentation (November 2022) on 6ix