Livium Ltd. · ASX:LIT
Livium — Lithium Australia NL — Investor Presentation (January 2016)
22 slides from Livium's investor presentation, Jan 6, 2016
Slide 1: Disruptive technology to revolutionize lithium production
Lithium extraction from unconventional sources Disruptive technology to revolutionize lithium production from the world’s most abundant For personal use only lithium minerals acid + lithium micas and clays = low cost production of lithium carbonate, lithium hydroxide, & valuable by-products 1 Invest
Slide 2: Technology has trumped the tyranny of distance and place no longer matters
Lithium extraction from unconventional sources Technology has trumped the tyranny of distance and place no longer matters For personal use only TELL SOMEONE PRODUCING: ▸ Nickel in Siberia ▸ Copper in Mongolia, or ▸ Spodumene concentrates at Pilgangoora PLACE DOES MATTER – YOU CAN’T MOVE THE OREBODY!
Slide 3: Disclaimer
Lithium extraction from unconventional sources Disclaimer For personal use only This presentation is for information purposes only. Neither capital expenditures, ore reserves and mineral resources COMPETENT PERSON’S STATEMENT this presentation nor the information contained in it and anticipated grad
Slide 4: Company snapshot
Lithium extraction from unconventional sources Company snapshot LITHIUM AUSTRALIA (LIT) – For personal use only A UNIQUE FOCUS ON LITHIUM BOARD OF DIRECTORS George Bauk (non-executive chairman) Expert in specialty metals, particularly rare earths – project management, marketing and financing. Adrian
Slide 5: Lithium market
Lithium extraction from unconventional sources Lithium market For personal use only Consumption by application Demand for lithium batteries 000 t LCE 2% Aluminium 6% 10% Other 32% 17% Metallurgical powders Chemicals and pharmaceuticals 22% 11% Lubricants Batteries Glass and ceramics Source: Market O
Slide 6: Disruptive technology to fill supply gap
Lithium extraction from unconventional sources Disruptive technology to fill supply gap ABUNDANT FEED POTENTIAL ▸ Lithium micas, a ‘forgotten resource’ – the most abundant lithium minerals For personal use only ▸ Lithium clays – the emerging opportunity ▸ Other lithium silicates (pyroxenes, amphibol
Slide 7: Company strategy
Lithium extraction from unconventional sources Company strategy To produce battery-grade lithium chemicals from For personal use only unconventional mineral commodities Produce the chemicals required by the end user not intermediates convenient for the supplier Dominate global lithium inventories De
Slide 8: LIT progress for 2015
Lithium extraction from unconventional sources LIT progress for 2015 CINOVEC SCOPING STUDY For personal use only NON BINDING HoA WITH EUROPEAN METALS HOLDINGS LIMITED CONTINUOUS PLANT RUN FOR LEPIDOLITE HILL EARLY EXERCISE OF TECHNOLOGY LICENCE OPTION CONTINUOUS PRODUCTION OF BATTERY GRADE LITHIUM C
Slide 9: Strategy since inception
Lithium extraction from unconventional sources Lithium strategy since inception For personal use only Lithium Australia NL 5 Day VWAP 0.2 0.18 Daily turnover 1.17M 0.16 Low 1.8 cents 0.14 High 23 cents 0.12 0.1 0.08 0.06 0.04 0.02 0 10/06/2014 18/09/2014 27/12/2014 6/04/2015 15/07/2015 23/10/2015 31
Slide 10: Commodity prices
Lithium extraction from unconventional sources Commodity prices For personal use only SUPPLY CONSTRAINTS ARE DRIVING PRICES Lithium hydroxide, a product easily produced from lithium micas, recently rose above US$14,000 per tonne. This product achieves a consistently high premium to the carbonate 10
Slide 11: A Case Study – the Lithium Micas
Lithium extraction from unconventional sources A Case Study – the Lithium Micas CONTINUOUS PRODUCTION – BATTERY GRADE CHEMICALS For personal use only ▸Zero energy footprint ▸Waste materials with no mining cost ▸High feed grades ▸Fast reaction time – low capital cost ▸Product options include carbonat
Slide 12: Proof of concept
Lithium extraction from unconventional sources Proof of concept THE CONCEPT BECOMES REALITY For personal use only Zinnwaldite – lithium mica Lepidolite – lithium mica K(Li,Al,Fe)3(Al,Si)4O10(F,OH)2 K(Li,Al,Rb)3(Al,Si)4O10(F,OH)2 2 2 2 19 8 3 2 1 13 8 37 8 K 8 1 Li Al 1 Rb 18 8 Potassium Lithium Alum
Slide 13: Continuous plant test – May 2015
Lithium extraction from unconventional sources Continuous plant test – May 2015 Sulphur For personal use only Sulphuric acid Mica feed Sulphuric acid leach Tailings Sulphuric acid plant Electricity pH modifier Impurity removal All process energy Steam requirements derived via Tailings harvesting was
Slide 14: Continuous technology improvement
Lithium extraction from unconventional sources Continuous technology improvement For personal use only EXPLORATION DEVELOPMENTS ▸Real-time, field-portable lithium assays ▸Advanced geochemical modelling ▸New exploration targets developed PROCESS TECHNOLOGY ▸Proprietary technology licences procured ▸H
Slide 15: The lithium mica landscape
Lithium extraction from unconventional sources The lithium mica landscape 99.6% LITHIUM CARBONATE PRODUCED For personal use only ▸Capital cost $US164 M – includes sulphuric acid plant, power co-generation ▸Zero energy footprint ▸Benign tailings ▸Capacity – 20,000 tpa of battery-grade lithium carbona
Slide 16: Cost profile
For personal use only 16 Est. cost per LCE tonne LIT cost target 1,000 2,000 3,000 4,000 5,000 6,000 7,000 8,000 9,000 0 Orocobre (Argentina, brine) Cost profile Lithium extraction from unconventional sources SQM (Chile, brine) Rockwood (Chile, brine) Tibet Zabuye (China, brine) FMC Lithium (Argenti
Slide 17: Global lithium resources
Lithium extraction from unconventional sources Global lithium resources CINOVEC EMERGES AS SIGNIFICANT LITHIUM RESOURCE For personal use only 1.0 Mio 0.1 Mio 0.1 Mio 0.1 Mio 3.5 Mio 2.8 Mio 0.04 Mio 0.06 Mio 1.9 Mio Bolivia 9.0 Mio 2.6 Mio 1.0 Mio 0.2 Mio 1.7 Mio 0.06 Mio Chile Argentina > 9 Mio 6.5
Slide 18: Company advantages
Lithium extraction from unconventional sources Company advantages VALUE-ADDING FACTORS For personal use only Service agreement with Strategic Metallurgy Opportunities previously overlooked Technology licences with Lepidico ▸ Tailings Technical alliance with SciAps ▸ Current mine-waste discharge stre
Slide 19: Appendix Cinovec Deposit – Czech Republic
Lithium extraction from unconventional sources Appendix 1 Cinovec Deposit – Czech Republic VALUE ADDED PRODUCTS ENHANCE PROJECT VALUE For personal use only Since the release of the Cinovec scoping study in May 2015, lithium chemical prices have significantly increased. LIT’s demonstrated ability to
Slide 20: Appendix Yilgarn Block project (WA)
Lithium extraction from unconventional sources Appendix 2 Yilgarn Block project (WA) For personal use only 20 Investor presentation, January, 2016 Copyright © 2015, Lithium Australia NL
Slide 21: Appendix Pilgangoora project (WA)
Lithium extraction from unconventional sources Appendix 3 Pilgangoora project (WA) For personal use only 21 Investor presentation, January, 2016 Copyright © 2015, Lithium Australia NL
Slide 22: Appendix Electra – Sonora, Mexico
Lithium extraction from unconventional sources Appendix 4 Electra – Sonora, Mexico For personal use only MEMORANDUM OF UNDERSTANDING ▸Alix and LIT to co-operate to develop superior processing technology for lithium clays. ▸Targets include lithium clay deposits adjacent to Bacanora’s sonora Project (
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