Cleantech Lithium Plc · LSE:CTL
Cleantech Lithium — Investor Presentation (September 2026)
30 slides from Cleantech Lithium's investor presentation, September 2026
Slide 1: The next lithium producer from Chile
Company Presentation l February 2025 AIM: CTL The next lithium producer from Chile Company Presentation September 2026 CleanTech Lith ium | Company Presentation 2026 1
Slide 2: Disclaimer
Disclaimer This presentation (“Presentation”) is being supplied to you solely for your information. The Presentation has been prepared by, and is the sole responsibility of CleanTech Lithium (the “Company”, or “CleanTech” or “CTL”). The directors of the Company have taken all reasonable care to ensu
Slide 3: Company Presentation
CleanTech Lithium (AIM: CTL) Company Presentation 1. Lithium Market and Investment Case 2. Flagship Project Laguna Verde 3. The Direct Lithium Extraction Opportunity 4. Financing and Upcoming Milestones CleanTech Lith ium | Company Presentation 2026
Slide 4: Capital Structure & Corporate Snapshot
CleanTech Lithium (AIM: CTL) Capital Structure & Corporate Snapshot Share Price £0.06 Major Shareholders Shares Outstanding ~365M Athos (20.4%) Regal (17.3%)* Options and Warrants ~147M Board/Mgmt (2.4%) Market Capitalization (undiluted) Other (67.0%) ~£21M Listing AIM (CTL) ASX planned *Emerging Co
Slide 5: The Lithium Market
The Lithium Market Structural supply deficit emerging as demand accelerates across EVs & energy storage Global Lithium (LCE) Demand Forecasts (2026–2030) Demand Forecast: 75% to 188% Growth by 2030 5 4.6 Albemarle forecast demand of 2.8 Mt to 3.6 Mt LCE in 2030. Arcane Capital forecast demand of up
Slide 6: Global lithium-ion demand rose by 29% in 2025
The Lithium Market Global lithium-ion demand rose by 29% in 2025 It’s not just about EVs any more… It’s Energy Storage Systems (ESS), it’s AI and data centres, it’s robotics Source: Benchmark Minerals CleanTech Lith ium | Company Presentation 2026 6
Slide 7: Chile: A Premier Mining & Lithium Jurisdiction
Chile: A Premier Mining & Lithium Jurisdiction De-risking Chile and providing geopolitical stability World's Largest Lithium Reserves 9.3Mt of lithium reserves (USGS, 2024) the largest globally. 2nd largest producer at ~49,000 MT in 2024. Part of the ‘Lithium Triangle’ holding 54% of global lithium
Slide 8: New Chilean Government Takes Power
New Chilean Government Takes Power President Kast launches his National Reconstruction Plan Reform Environmental Impact Assessment (EIA) process, making it more effective and efficient Continued trade relationships with US, EU, China and Rest of World. Photograph: Anadolu/Getty Images CleanTech Lith
Slide 9: Investment Highlights
CleanTech Lithium Investment Highlights JORC Resource of 1.9Mt LCE at Laguna Verde ✓ 0.84Mt Measured & Indicated. 25-year mine life, 15,000 tpa LCE production target PFS Confirms Robust Economics ✓ Post-Tax NPV₈ of US$959M, IRR 21.2%, ~4 year payback. Opex US$5,768/t in lowest quartile of global lit
Slide 10: Laguna Verde: Our Flagship Project
Laguna Verde Our Flagship project Completed successful drilling campaigns since 2022 and established major JORC resource of 1.9 million tonnes LCE, 0.84 mt M&I @ 174 mg/L Li. Pre-Feasibility Study is completed, led by international engineering company Worley. Completed in March 2026. Looking to begi
Slide 11: Robust Economics Confirmed by PFS
Laguna Verde Pre-Feasibility Study Robust Economics Confirmed by PFS Post-Tax NPV₈ Post-Tax IRR Payback Period US$959M 21.2% ~4 Years Key Project Parameters Key Financial Outputs Annual Production 15,000 tpa LCE Pre-Tax NPV₈ US$1,366M JORC Resource 1.9Mt LCE @ 174 mg/L Li Post-Tax NPV₈ US$959M JORC
Slide 12: PFS NPV(8) Lithium Price Sensitivity
Laguna Verde Pre-Feasibility Study PFS NPV(8) Lithium Price Sensitivity 1,600 1,357 1,400 1,158 1,200 NPV(8) USD M 959 1,000 757 800 600 546 400 (1) Based on a lithium carbonate sales price of US$22,500/tonne 200 0 $18,000/t $20,250/t $22,500/t $24,750/t $27,000/t 80% 90% 100% 110% 120% Lithium Pric
Slide 13: Operating Contract (CEOL) Secured
De-risking the project Operating Contract (CEOL) Secured Certainty with Chilean state with a 40-year contract for Laguna Verde*. CEOL covers all aspects of project development: exploration and evaluation, construction, lithium production, and project closure. A contract to commercially produce lithi
Slide 14: Direct Lithium Extraction
Direct Lithium Extraction "It (DLE) is actually the solution to provide the lithium that the world needs," Former Rio Tinto CEO Jakob Stausholm CleanTech Lith ium | Company Presentation 2026 Technicians installing the DLE Pilot Plant at the R&D centre in Copiapó 14
Slide 15: Direct Lithium Extraction
Off the shelf technology to selectively extract lithium from brine Direct Lithium Extraction Operational Benefits DLE used commercially for >20 years by Livent in Argentina, and more recently in China and now seeing major investment e.g. Rio Tinto, Eramet and Equinor Short production (1 to 2 days) v
Slide 16: Brine vs Hard-Rock Opex
Brine vs Hard-Rock Opex Brine-based lithium projects cost advantage CleanTech Lith ium | Company Presentation 2026 16
Slide 17: Producing Pilot Scale Lithium Carbonate
Advancing DLE in Chile Producing Pilot Scale Lithium Carbonate We are producing lithium carbonate from Laguna Verde concentrated eluate - recently proven to be high purity (99.78%) with low impurities. Focus is on scaling these results, in partnership with leading industry players including DuPont.
Slide 18: Strong Stakeholder Relationships to Maintain Social Licence
ESG-led approach Strong Stakeholder Relationships to Maintain Social Licence Early engagement with indigenous communities and local universities have led to an agreement to collaborate on the Environmental Impact Assessment (EIA) and CEOL contract process. CleanTech Lithium | Company Pr esentation 2
Slide 19: Strategic Partner and Development Plan
Strategic Partner and Development Plan CleanTech Lith ium | Company Presentation 2026 19
Slide 20: Strategic Partner Process
Strategic Partner Process Ignacio has travelled to USA, China, and South Korea to meet with key battery industry companies who are interested in the Laguna Verde strategic partner process A number of companies are under NDA and reviewing the data room. Aiming to select strategic partner by end of th
Slide 21: Key workstreams link technical proof to construction readiness
Development Plan Key workstreams link technical proof to construction readiness WORKSTREAM DELIVERED ADVANCE APPROVE & FUND BUILD Jan 2023–Mar 2026 2026–27 2027 onward 2 years post-FID TECHNICAL DLE pilot 99.78% purity & Resource increase RESOURCE Pre-Feasibility Study completed PERMITTING CEOL term
Slide 22: Proposed dual-listing on the ASX – late 2026
Proposed dual-listing on the ASX – late 2026 Why the ASX? Broader pool of investors that are mining focused, current major shareholder supports CTL to list there, peers on ASX with greater value recognition. What needs to happen? Update documentation with PFS, CEOL and financial updates, submission
Slide 23: Latest analyst notes
Latest analyst notes CleanTech Lithium featured in a new independent research note by Fox-Davies Capital, highlighting a 22p share price target. Dive into the full analysis here: https://shorturl.at/BeKJY or request a copy via Fox-Davies Capital Further recent analyst coverage by Edison Group and in
Slide 24: Leadership Team
Leadership Team Executive team that has delivered major mining projects Paul Atherton, Non-Executive Director Dr. Steve Kesler, Non- Exec Chairman Chartered Accountant with experience in Chile experience, first CEO of Collahuasi and corporate finance with professional services firms VP Escondida lea
Slide 25: In Summary
In Summary Ready to scale, ready to take advantage of the growing demand for lithium Chile – world class mining country Agreement with local indigenous with leading copper and lithium communities and EIA process production underway Scaling battery grade lithium Engagement with strategic partners to
Slide 26: Thank You
Thank You Further questions? Contact: info@ctlithium.com Join our Telegram group by scanning the below QR code: Follow us on LinkedIn:
Slide 27: Viento Andino Project
Project 2 Viento Andino 127km2 licence area – located within 100km of Laguna Verde, similar key infrastructure Water and power access nearby: 10km away from substation at Maricunga mine Average grade 207 mg/L Li Scoping study published Sept 2023 with positive economics JORC Resource Measured Indicat
Slide 28: Arenas Blancas – Exploration Upside
Project 3 Arenas Blancas – Exploration Upside Located on periphery of Salar de Atacama basin (30% of global lithium production in 2024) 37km2 licence area, located outside the CORFO strategic area Geophysics indicates the highly lithium enriched subsurface aquifer extends into licence area Well dril
Slide 29: Capital intensity comparison
Laguna Verde Pre-Feasibility Study Capital intensity comparison CleanTech Lith ium | Company Presentation 2026 29
Slide 30: Strong Location Advantages for the Project
Strong Location Advantages for the Project The Laguna Verde project benefits from proximity to essential infrastructure, supporting a streamlined pathway from lithium production to export. We will continue to review port options all of which are accessible via major highways. Plants and Port Locatio
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