Lunnon Metals Limited · ASX:LM8
Lunnon Metals — Future Facing Commodities Conference 2023
18 slides from Lunnon Metals's conference presentation, Apr 6, 2023
Slide 1: ASX Announcement: Future Facing Commodities Conference Singapore 2023
ASX ANNOUNCEMENT ASX: LM8 Future Facing Commodities Conference Singapore 2023 For personal use only 6 April 2023 Lunnon Metals Limited (ASX:LM8) is pleased to announce that Managing Director, Edmund Ainscough, has been invited to present at the Future Facing Commodities Conference in Singapore. The
Slide 2: Future Facing Commodities Conference
FUTURE FACING COMMODITIES For personal use only CONFERENCE EDMUND AINSCOUGH RAFFLES CITY CONVENTION CENTRE SINGAPORE, 6 APRIL 2023 ASX: LM8
Slide 3: Important Notice & Disclaimer
IMPORTANT NOTICE & DISCLAIMER This Presentation has been prepared by employees of Lunnon Metals Ltd (“Lunnon”, “LM8” or “the Company”) on its behalf and is a summary only, and contains summary information about Lunnon and its activities, which is current as at the date of this Presentation (unless o
Slide 4: Future Facing Nickel – Stand Out ESG Location
FUTURE FACING NICKEL – STAND OUT ESG LOCATION For personal use only ENVIRONMENT POSITIVE IMPACT LOW IMPACT On community, 55+ years history jobs, local spend, Significant existing certainty infrastructure WESTERN AUSTRALIA HIGH VALUE World leading MRE >3.0% Ni grade 1 , regulatory premium concentrate
Slide 5: Score Card Since IPO
SCORE CARD SINCE IPO For personal use only GROWTH BY DISCOVERY NEWS FLOW B aker discovered 1 Drilled ~49km 48,800t Ni metal 2 MRE Reprocessed ~11km 125% increase 3 @ A$0.22/lb 4 historical core GROWTH BY ACQUISITION FUNDING Acquired nickel rights to A$30M capital raising last two historical WMC succ
Slide 6: Unrivalled: Kambalda Nickel District
UNRIVALLED : KAMBALDA NICKEL DISTRICT Production - Peers’ Assets^: Past Nickel Production^ For personal use only Pre-WMC sale vs Total Life of Mine to date Shut 4.3% Mine Mt % Ni Ni kt by 4.1% Silver 3.9% 342 Lake 1986 4.5 2.7 123 203 3.7% 3.5% Fisher 1988 1.7 2.3 38 Ni % 3.3% 467 101 676 3.1% Foste
Slide 7: Kambalda: Current M&A Hotspot
For personal use only KAMBALDA : CURRENT M&A HOTSPOT G L OB AL LY S IG NIF IC ANT NIC KE L B E LT KE Y S OUR C E OF S TR ATE G IC NIC KE L S UL P HIDE S KNP : HOS T TO 2.9Mt @ 3 .1 % Ni (87,800t Ni)* L M8 TE NUR E UNDE R E XP L OR E D * refer Slide 16 for full breakdown of Mineral Resource 6
Slide 8: From Explorer to Aspiring Producer
FROM EXPLORER TO ASPIRING PRODUCER > PFS program nearing completion For personal use only > Report Ore Reserves BAKER > Negotiate offtake > PFS on Mineral Resource > Mine Proposal : dewater and re-enter FOSTER > News flow > grow the profile SILVER > MAKE ANOTHE R DIS C OVE R Y! LAKE/ > Estimate init
Slide 9: Baker: 0.93Mt @ 3.3% Ni
BAKER : 0.93Mt @ 3.3% Ni (30,800t Ni)* 16 month aggressive ~ 20km drill programme For personal use only L ow R is k Shallow depth well drilled data rich High Valu e Premium concentrate high in Ni,Cu,Co low in contaminates(As) S h o rt L e ad Time Permitting advanced existing mining lease key infrast
Slide 10: Foster: 1.95Mt @ 2.9% Ni
FOSTER : 1.95Mt @ 2.9% Ni (57,000t Ni)* >9km existing decline development For personal use only Permitted Dewater & discharge, existing mining lease, key infrastructure in place Mineral R es o u rc e Available over 500 vertical metres as workings accessed MR E to P F S s tu dies Explore option value
Slide 11: Long South / Silver Lake "Gap"
For personal use only LONG SOUTH / SILVER LAKE “GAP” Southern half of the famous Kambalda Dome Adjacent to >0.47Mt of past Ni production^ 2-3km2 “gap” with no deep drilling Directly along strike from ASX:MCR’s Long Operation (292kt metal)^ ^ source: historical WMC production records plus sum of rele
Slide 12: Coming Up – News Flow/Price Triggers
For personal use only COMING UP – NEWS FLOW/PRICE TRIGGERS MARCH 2023 QUARTER JUNE 2023 QUARTER ✓ 85H metallurgical test Report Baker PF S & results Ore Res erve • Initiate offtake ✓ Baker met twin holes discussions for results Baker ✓ Silver Lake Hanging Wall • Continue permitting re-assays, drilli
Slide 13: Corporate Overview: Lunnon Metals Overview
CORPORATE OVERVIEW LUNNON METALS OVERVIEW C orporate structure (AS X: LM8) only Liam Twigger Ashley McDonald Non-Executive Director clos e on 4 Apr 2023 Non-Executive Chair personal useBoard 195.0m $1.12 ~$220m Ian Junk Deborah Lord Shares on issue Share price Market cap Non-Executive Director Non-E
Slide 14: Investment Highlights
INVESTMENT HIGHLIGHTS G rowth in forward facin g c o mmo dity For personal use only ✓ 4 his torical Ni mines , 1 dis covery ✓ Aggress ive drill campaigns , making dis coveries ✓ Increasing mineral res ources ✓ E xpanding ass et base Unparallele d Min in g Addres s ✓ Long mining his tory ✓ E xcellent
Slide 15: Thank You
THANK YOU For personal use only PLEASE COME SEE US AT BOOTH #82 ASX:LM8 #LM8 14
Slide 16: Important Notice: Competent Persons Statement
IMPORTANT NOTICE The information in this Presentation that relates to geology, nickel and gold mineralisation, Mineral Resources, Exploration Targets and Exploration Results is based on, and fairly represents information compiled and reviewed by Mr Aaron Wehrle , a For personal use only Competent Pe
Slide 17: Mineral Resources Reporting
MINERAL RESOURCES REPORTING This presentation contains references to Lunnon’s Mineral Resources shown in a detailed breakdown below as at 31 March 2023. For personal use only 16
Slide 18: Important Notice and Disclaimer: Exploration Results Reporting
IMPORTANT NOTICE IMPORTANT NOTICE AND AND DISCLAIMER DISCLAIMER Exploration Results Reporting For personal use only Exploration Results Reporting This presentation contains references to Lunnon's exploration results and previous announcements. The information in this presentation that relates to pre
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