Zinnwald Lithium Plc · LSE:ZNWD
Zinnwald Lithium — Investor Presentation (June 2023)
24 slides from Zinnwald Lithium's investor presentation, Jun 14, 2023
Slide 1: Focused on becoming an important lithium supplier to Europe's battery sector
Focused on becoming an important lithium supplier to Europe’s fast-growing battery sector
Slide 2: Disclaimer
DISCLAIMER The content of information contained in this presentation (the “Presentation”) has not been approved by an authorised person within the meaning of the Financial Services and Markets Act 2000 (“FSMA”). Reliance upon this Presentation for the purpose of engaging in any investment activity m
Slide 3: Overview
OVERVIEW DEVELOPING THE 100% OWNED INTEGRATED ZINNWALD LITHIUM HYDROXIDE PROJECT IN GERMANY ATTRACTIVE EXCELLENT SUSTAINABILITY STRONG PROJECT LOCATION ADVANTAGES SUPPORT • Plan to produce 12ktpa lithium • New European Critical Raw Materials • Focus on lithium, which is critical in • Strategic corne
Slide 4: Lithium Market
LITHIUM MARKET Lithium market balance2 LCE 220,000Mt 30% The gap to the 2,000,000Mt in The potential annual growth of the demand expected in 2030 if all the entire Li-ion battery chain from 2022 lithium projects expected to come to 2030 to reach a value of +$400bn online by 2030 did. S&P Global & a
Slide 5: Lithium in Europe
LITHIUM IN EUROPE 40% INCREASE 218% 25% IN BATTERY DEMAND DEFICIT LITHIUM DEMAND Battery demand in Europe is set to increase at Estimates suggest a 218% deficit in LiOH In 2032, Europe will make up 25% of lithium 40.1% pa between 2020 & 2025. Benchmark processing in Europe by 2030. Rystad demand, bu
Slide 6: Strategic Industry Shareholder
STRATEGIC INDUSTRY SHAREHOLDER Market Market cap Share price AIM c.£53m 11.2p • £18.75 fundraise at the end of March 2023 supported by existing Shares in issue Nomad Joint Brokers shareholders & anchored by a new strategic industry shareholder, AMG 473,524,624 Allenby Capital Tamesis Partners & Ober
Slide 7: Project Snapshot
PROJECT SNAPSHOT INTEGRATED OPERATION PLANNED TO PRODUCE BATTERY GRADE LIOH • A brownfield project previously mined for tungsten & tin with core mining licence valid until 2047 • Situated in the east of Germany in Saxony on the border with the Czech Republic • Updated Raw Materials Strategy publishe
Slide 8: Existing Infrastructure
EXISTING INFRASTRUCTURE HISTORIC MINING DISTRICT • In a region with a long history of mining stretching back +400 years • Freiberg University has a large mining and geological faculty • Key advantages to preferred location of processing facilities in the geographic area of Zinnwald / Altenberg near
Slide 9: Mining Concept
MINING CONCEPT READY MADE INFRASTRUCTURE ABOVE & BELOW GROUND • Existing ~4km drainage tunnel that potentially could be used to access Zinnwald deposit from below enabling downhill material flow • Using gravity will save on energy/fuel costs & allow the potential implementation of a fully electrifie
Slide 10: Simplified Flow Sheet
SIMPLIFIED FLOW SHEET OPTIMISATION TO MINIMISE WASTE, TRANSPORT & ENERGY USE Underground Mining Mineral Processing Ore Haulage Quartz Sand via underground rail / conveyer Construction industry AVOCA / Sub-level stoping / Crushing,/ screening, magnetic (Local off take and dry stack storage ) Room & P
Slide 11: Project Economics
PROJECT ECONOMICS ROBUST ECONOMICS WITH UPSIDE TO EXPAND PRODUCTION PEA Key Indicators Unit Value Pre – Tax NPV8 (US$bn) Pre-tax NPV (at 8 % discount) US$ m 1,605 2.50 Pre-tax IRR % 39.0% 2.30 Post-tax NPV (at 8 % discount) US$ m 1,012 2.10 Post-tax IRR % 29.3% 1.90 US$bn Pre-Tax NPV Simple Payback
Slide 12: Near Term Plans
NEAR TERM PLANS Complete infill drill Updated Mineral Collate data & Continue to develop Continue EIA & other Evaluate options for Complete further Publish Bankable programme at Resource Estimate optimise mining plan technologies planned permit application the construction work/negotiations Feasibil
Slide 13: Drill Programme Update
DRILL PROGRAMME UPDATE • Currently operating six drill rigs at Zinnwald • The Company has drilled as many holes since April as drilled previously throughout the campaign • Total of 56 holes has been drilled since beginning of campaign with ~17km of diamond drill core extracted • Drill programme main
Slide 14: Drill Programme Update (from lithology based to Li-grade based interpretation)
DRILL PROGRAMME UPDATE (from lithology based to Li-grade based interpretation) IMC Presentation - 14 June 2023 14
Slide 15: Drill Programme Update (from lithology based to Li-grade based interpretation)
DRILL PROGRAMME UPDATE (from lithology based to Li-grade based interpretation) IMC Presentation - 14 June 2023 15
Slide 16: Drill Programme Update (from lithology based to Li-grade based interpretation)
DRILL PROGRAMME UPDATE (from lithology based to Li-grade based interpretation) IMC Presentation - 14 June 2023 16
Slide 17: Drill Programme Update (from lithology based to Li-grade based interpretation)
DRILL PROGRAMME UPDATE (from lithology based to Li-grade based interpretation) IMC Presentation - 14 June 2023 17
Slide 18: Drill Programme Update
DRILL PROGRAMME UPDATE • Intersections in Albite Granite lithology continue to yield consistent and extensive mineralised intervals supporting the Company’s strategy of planning for high productivity mining methods and higher Li-output • The mineralisation remains open to the west, south towards the
Slide 19: Scaling Up – Satellite Exploration Licences
SCALING UP – SATELLITE EXPLORATION LICENCES THE FALKENHAIN EXPLORATION LICENCE • Historical exploration data indicating resources hosted in several ore bodies Freiberg containing lithium, tin metal & tungsten. • Exploration programme underway consisting of 10 diamond drill holes to test historic dri
Slide 20: Sustainability & ESG
SUSTAINABILITY & ESG STRATEGY TO BECOME ONE OF THE MORE SUSTAINABLE LITHIUM PROJECTS WORLDWIDE • Advancing Environmental Impact Assessment (EIA) - environmental SOUTH AUSTRALIAN GEOTHERMA surveys completed November 2022 at potential processing areas ZINNWALD AMERICAN HARD ROCK L BRINE/DLE BRINE • Se
Slide 21: Development Timeline
DEVELOPMENT TIMELINE¹ 2022 2023 2024 2025 2026 2027 Process Development Completion of Basic Engineering for Min Pro. / Hydro & Pyro Drill Campaign on Zinnwald for new MRE & Falkenhain Exploration Drill Campaign Drilling Mining, MRE & BFS Development of Mining Reserve & Completion of BFS FOP Permitti
Slide 22: Investment Case
INVESTMENT CASE AN EXCITING OPPORTUNITY WITH STRONG INDUSTRY SUPPORT 01. Strong Secular 02. Robust Economics 03. Scalability 04. Sustainable Demand PEA highlights pre-tax NPV8 Potential for resource upside Low environmental impact of US$1,605m, IRR of 39.0%, as well as further potential project with
Slide 23: Appendix - Board
APPENDIX - BOARD JEREMY MARTIN ANTON DU PLESSIS CHERIF RIFAAT PETER SECKER GRAHAM BROWN DR. STEFAN SCHERER Non-Executive Chairman Chief Executive Officer Chief Financial Officer Non-Executive Officer Non-Executive Officer Non-Executive Officer +20 years' experience +20 years' experience in UK Charte
Slide 24: Zinnwald Lithium plc contact details
Zinnwald Lithium plc Joint Broker Joint Broker Financial PR/IR The Clubhouse Tamesis Partners Oberon Investments St Brides Partners Ltd 8 St James's Square +44 (0)203 882 2868 +44 (0)203 179 5300 zinnwald@stbridespartners.co.uk St. James’s partners@tamesispartners.com info@oberoninvestments.com Lond