Lithium Energy Ltd. · ASX:LEL
Lithium Energy — RIU Sydney Resources Round-Up Conference 2023
25 slides from Lithium Energy's conference presentation, May 9, 2023
Slide 1: Market Announcement: Presentation at RIU Sydney Resources Round-Up Conference
Tuesday, 9 May 2023 ASX Code: LEL MARKET ANNOUNCEMENT Presentation at RIU Sydney Resources Round-Up Conference Lithium Energy Limited (ASX:LEL) (Lithium Energy or the Company) is pleased to announce its participation at RIU’s Sydney Resources Round-Up Conference, held on 9 to 11 May 2023 in Sydney,
Slide 2: RIU Resources Round Up, Sydney
For personal use only RIU Resources Round Up, Sydney 9 May 2023 ASX:LEL www.lithiumergy.com.au
Slide 3: Lithium Energy Projects
Lithium Energy Projects LEL offers unique investment exposure to the two most important ingredients for Lithium-ion batteries For personal use only Argentina Queensland 2
Slide 4: Why Lithium & Graphite
Why Lithium & Graphite Growth in electric vehicle (EV) sales is leading to substantial increase in demand 3,000 KT For personal use only 30,000,000 LCE 250 KT 2020 2030 50 KG LITHIUM CARBONATE 3,500 KT EQUIVALENT (LCE) 3,000,000 2020 2030 450 KG 50 KG GRAPHITE GRAPHITE TYPICAL 60 KWH 200 KT EV BATTE
Slide 5: Solaroz Lithium Brine Project
Solaroz Lithium Brine Project Located in the prolific ‘Lithium Triangle’ in Argentina For personal use only • World’s largest reserves of lithium are found in the Lithium Triangle. • Argentina is the world’s 3rd largest producer of lithium after Australia and Chile. • Lithium Brine projects from Arg
Slide 6: Olaroz Salar (Basin)
Olaroz Salar (Basin) LEL is extremely well positioned in a prime lithium basin • Allkem (ASX/TSX:AKE) For personal use only Only 3 companies control the majority of (Mkt. Cap.~A$8 Billion) lithium rights in Olaroz Salar • Lithium Americas (NYSE/TSX:LAC) (Mkt. Cap. ~US$3.2 Billion). • LEL (ASX: LEL)
Slide 7: Olaroz Salar: Multi Million Tonne Exploration Target
Olaroz Salar LEL Multi Million Tonne Exploration Target 20.7Mt LCE Total (Measured, Indicated & Inferred) Mineral For personal use only Allkem: Resource (AKE ASX, 27 March 2023) (66.5%) LCE Production increasing from 13ktpa to 42.5ktpa (AKE website) 25.6Mt LCE Total (Measured, Lithium Indicated & In
Slide 8: Solaroz has World Class Potential
Solaroz has World Class Potential Massive Intersections of lithium brines encountered with high lithium concentrations • Recent drilling has encountered massive For personal use only cumulative intersections of brines up to 400m thick and up to 555 mg/L Lithium • Geophysics confirms continuity of li
Slide 9: Solaroz has excellent neighbours and location
Solaroz has excellent neighbours and location • Brine production potential confirmed by existing production from Allkem’s Olaroz Lithium Facility as a low cost, high margin producer of Lithium Carbonate from the Olaroz Salar. For personal use only • LAC first production from Olaroz-Cauchari Project
Slide 10: Solaroz has excellent brine chemistry
Solaroz has excellent brine chemistry Solaroz brine is similar to Allkem and LAC • Solaroz brine assays confirm chemistry is similar to that of For personal use only our Salar neighbours Allkem and Lithium Americas. • Reported low Mg/Li ratio and low impurities plus positive specific yield and poros
Slide 11: Ponds or DLE?
Ponds or DLE? Solaroz can take advantage of alternative development pathways Direct Lithium Extraction For personal use only Evaporation Ponds • Allkem and Lithium Americas have • Direct Lithium Extraction (DLE) presents demonstrated the Olaroz Salar supports potential benefits: Brine Evaporation. –
Slide 12: The Solaroz Team
The Solaroz Team Lithium Energy has already assembled an experienced technical team on site in Argentina For personal use only 11
Slide 13: Solaroz Project Next Steps
Solaroz Project Next Steps Deliver maiden JORC Mineral Resource of Lithium. For personal use only Advance technical and economic evaluation of development options. Engage with potential strategic partners. Continue to build local capability - local office already established with 20+ staff. Scoping
Slide 14: Burke Graphite Project
For personal use only Burke Graphite Project Located in Queensland the Burke Graphite Project is a highest-grade graphite deposit, with confirmed potential for Purified Spherical Graphite production suitable for use in lithium-ion batteries. 13 13
Slide 15: Burke Graphite Project: High-Grade Flake Graphite Deposit
Burke Graphite Project One of the world’s highest-grade deposits of Burke Graphite Project Location (120km to Mt Isa) flake graphite Western Northern Territory Queensland Australia For personal use only South Australia New South Wales • Burke Deposit: JORC Total Indicated and Inferred Mineral Victor
Slide 16: Burke Graphite Objective
Burke Graphite Objective To produce quality anode precursor material For personal use only • Testwork has confirmed the potential for Purified Spherical Graphite (PSG) to be produced from Burke Graphite using environmentally sustainable processes. • Li-ion battery anode is typically made up of 45% t
Slide 17: Burke Graphite Project: 2023 Pre Feasibility Development Plan
Burke Graphite Project 2023 Pre Feasibility Development Plan For personal use only • Pre-Feasibility Study underway to develop pathway for PSG production. • Extensive metallurgical testwork program nearing completion. • Confirmed standard floatation processes achieved concentrates grades >96% TGC, w
Slide 18: Corella Prospect
Corella Prospect Offers significant exploration upside for Burke • Located only 150km from Burke Tenement. For personal use only • Geophysics indicates extensive conductive areas similar to the Burke Deposit. • 16 hole, 1,594m RC drilling and extensive rock chip sampling programmes completed April 2
Slide 19: Corporate Overview
Corporate Overview Lithium Energy Limited (ASX:LEL) For personal use only Fully Paid Ordinary Shares 95,010,000 Options 36,250,000 (Exercise Prices: $0.30, $1.06, $1.32, $1.39, $1.50, $1.595) Market Capitalisation (@ $0.745) $71 Million (as at 8 May 2023) Cash $8 Million (as at 31 March 2023) IPO Is
Slide 20: Highly Experienced Team
Highly Experienced Team Strong leadership, technical and commercial experience For personal use only Executive Chairman - William Johnson Company Secretary & CFO - Victor Ho MA (Oxon), MBA, MAICD BCom, LLB (Western Australia), CTA • Masters degree in Engineering Science from Oxford. • 23+ years exec
Slide 21: Summary
Summary Lithium Energy is uniquely positioned to take advantage of the forecast global growth in demand for key battery minerals For personal use only Lithium 30,000,000 • Massive lithium intersections confirm world class potential of Solaroz. • Location next to Allkem and LAC – a great address! • A
Slide 22: Lithium Energy – Powering the Future
Lithium Energy – Powering the Future For personal use only Australia William Johnson Executive Chairman Lithium Energy Limited Tel: +61 8 9214 9737 Mob: +61 419 047 460 wjohnson@lithiumenergy.com.au 21 21 www.lithiumenergy.com.au 21
Slide 23: About This Document
ABOUT THIS DOCUMENT This document has been prepared by Lithium Energy Limited (the "Company” or “LEL”). No representation, expressed or implied, or warranty as to the accuracy or completeness of the information contained herein is made by any party and nothing contained herein shall be relied upon a
Slide 24: JORC Code Competent Person's Statements
JORC CODE COMPETENT PERSON’S STATEMENTS JORC Code (2012) Competent Person Statement – Solaroz Lithium Project (Argentina) The information in this release that relates to Exploration Targets and Exploration Results in relation to the Solaroz Lithium Project is extracted from the following ASX market
Slide 25: JORC Code Competent Person's Statements (continued)
JORC CODE COMPETENT PERSON’S STATEMENTS (continued) (b) The information in this release that relates to metallurgical test work results in relation to the Burke Graphite Project is extracted from the following ASX market announcements made by Strike dated: • 16 October 2017 “Test-work confirms the p
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