Argosy Minerals Limited · ASX:AGY
Argosy Minerals — Investor Presentation (July 2016)
17 slides from Argosy Minerals's investor presentation, Jul 7, 2016
Slide 1: Cover letter to ASX: Investor Presentation
For personal use only 7 July 2016 The Manager ASX Market Announcements Australian Securities Exchange Limited Dear Sir/Madam Investor Presentation Please find attached a copy of the Company’s Investor Presentation document forming part of an investor roadshow being conducted today in Sydney. Yours f
Slide 2: On the fast track to low-cost lithium production in Argentina
For personal use only • Rapidly growing portfolio of brine projects • Focused on Argentina’s “Lithium Triangle” • Advanced, near-production opportunities On the fast track to low-cost lithium production in Argentina ASX Code: AGY
Slide 3: Disclaimer
Disclaimer This presentation has been prepared by Argosy Minerals Limited (“Argosy or AGY”). The information contained in this presentation is a professional opinion For personal use only only and is given in good faith. The information contained herein is confidential and proprietary to the Company
Slide 4: Company Overview
Company Overview On the fast track to low-cost lithium production in Argentina Emerging ASX-listed international lithium developer (ASX: AGY) For personal use only • • Portfolio of advanced and strategic lithium brine projects secured in world-renowned “Lithium Triangle” in Argentina: – Mina Teresa
Slide 5: Corporate Overview
Corporate Overview Strong capital structure, experienced board, substantial upside Corporate Structure For personal use only ASX Code: AGY 12-month share price Shares on Issue 514.5M Options on Issue 12.5M exercisable at $0.09, expiring 13/6/2017 Share Price 3.1c (as at 5 July 2016) Market Capitalis
Slide 6: One of the World's Lithium Hot Spots
One of the World’s Lithium “Hot Spots” Exploring in the heart of Argentina’s lithium triangle • Projects located within Argentina’s world-renowned “Lithium Triangle”: For personal use only – Home to some of the world’s largest lithium resources – Salar’s of Hombre Muerto, Salinas Grandes, Rincon, Po
Slide 7: Fast-track to lithium production in Argentina
Fast-track to lithium production in Argentina Building a high-quality portfolio of near-term development assets For personal use only • Binding Option Agreement to purchase 100% of the Mina Teresa and Pocitos Lithium Projects in Argentina: – 12-month exclusive option period – US$100,000 option fee p
Slide 8: Mina Teresa & Pocitos: Initial steps
Mina Teresa & Pocitos: Initial steps Targeting delineation of JORC Resources • Mina Teresa: promising historical sample values, further For personal use only test-work required to determine potential production strategies • Pocitos: targeting near-term trenching/pitting/sampling program to prioritis
Slide 9: Rincon
Rincon A significant opportunity to achieve near-term lithium production • Company established by Argentinian lithium expert Pablo Alurralde: For personal use only – 15 years’ experience producing lithium carbonate and 30 years’ experience designing chemical processes – Experience in the optimisatio
Slide 10: Argentina: Re-connecting with the Global Economy
Argentina: Re-connecting with the Global Economy Positive macro-economic developments underpin strong growth outlook • New President (Maurico Macri) and new Government For personal use only elected in December 2015 • Most export duties and trade controls abolished: – Removal of 5% duty on high grade
Slide 11: Other Projects
Other Projects A strong lithium and copper-gold project pipeline in Australia Mt Paris Mine cross section (after Winnall 1981) Lithium – Australia For personal use only • Mt Paris: Extensive greisen field, targeting Cinovec-style lithium deposit • Exclusive two-year option period to acquire 100% int
Slide 12: Lithium – The Perfect Storm of Demand and Supply
Lithium – The Perfect Storm of Demand and Supply “Lithium is the new gasoline” The Keys to Lithium Growth For personal use only Lithium Carbonate Price in China • Lower lithium-ion battery costs (now down to around US$200- kWhr) set to make electric vehicles (EVs) more affordable • Several experts s
Slide 13: Lithium – The Perfect Storm of Demand and Supply: Forecasts
Lithium – The Perfect Storm of Demand and Supply “Lithium is the new gasoline” Lithium Demand Forecasts to 2025 For personal use only • Goldman Sachs – "Growth in EV applications alone could triple the size of the entire lithium market from 160,000 mt today to 470,000 mt by 2025. That is based on 22
Slide 14: Lithium…Why? Ask the Experts
Lithium…Why? Ask the Experts Tesla Shakes Up Market for Lithium For personal use only • ‘In order to produce half a million cars a year…we would basically need to absorb the entire world’s lithium-ion production,’ Elon Musk said in March. Lithium-Ion Will Be Tough To Beat, Says Argonne Battery Whiz
Slide 15: Argosy Focusing on Lithium Production from Brines
Argosy Focusing on Lithium Production from Brines A well-established, low cost source of lithium supply For personal use only • Historically lithium production predominantly delivered from brines • Significantly lower extraction cost than hard rock lithium deposits Argosy is focusing on brine start-
Slide 16: Investment Summary
Investment Summary Strategically positioned for strong, long-term growth in lithium For personal use only • Emerging pipeline of lithium development projects in Argentina • Strategic focus on the world-class “Lithium Triangle” – one of the world’s dominant sources of low-cost lithium production • Ex
Slide 17: For personal use only
For personal use only ASX Code: AGY