Liontown Limited · ASX:LTR
Liontown — Liontown Resources — BMO Global Metals, Mining & Critical Minerals Conference 2024
18 slides from Liontown's conference presentation, Feb 26, 2024
Slide 1: World's next major lithium producer
For personal use only World’s next major lithium producer BMO Global Metals, Mining & Critical Minerals Conference February 2024 Tony Ottaviano, Managing Director/CEO LTR LTR ASX: ASX: ltresources.com.au ltresources.com.au
Slide 2: Important Information
Important Information Forward looking statements The Information in this Presentation that relates to Mineral Resources for the Buldania Project is This Presentation contains forward-looking statements which are identified by words such as ‘may’, ‘could’, ‘believes’, extracted from the ASX announcem
Slide 3: Overview
Overview Kathleen Valley on-track for first production mid-2024 Tier 1 lithium asset in a premier mining jurisdiction For personal use only - 156 Mt Resource @ 1.4% Li2O, with multi-decade mine life Tier 1 project on-schedule and budget - Major greenfield project on-track for first production and 3
Slide 4: Kathleen Valley project and funding update
NOT FOR RELEASE OR DISTRIBUTION IN THE UNITED STATES Kathleen Valley project and funding update ü More than three-quarters complete, on an earned value basis For personal use only Kathleen Valley ü Near-term focus on delivery of the 3Mtpa base case for initial high value, lower capital remains on sc
Slide 5: Liontown's strategy – Pathway to world class battery materials producer
Liontown’s strategy – Pathway to world class battery materials producer For personal use only The best strategies endure the cycles; Ours is unchanged. Kathleen Valley Downstream Expansion Liontown Full Potential Full Potential Become an integrator supplier to Expand portfolio through organic captur
Slide 6: Kathleen Valley Full Potential
For personal use only Kathleen Valley Full Potential Become a globally significant sustainable supplier of spodumene 6
Slide 7: Kathleen Valley: world-class resource near to production
Kathleen Valley: world-class resource near to production Kathleen Valley is a wholly-owned, large scale and high-quality hard rock lithium resource in Australia, with Tier 1 offtake For personal use only customers from the United States and South Korea Australian Hard Rock Resources1 (Mt LCE) Mt Hol
Slide 8: Kathleen Valley, exceptional progress over the last year
Kathleen Valley, exceptional progress over the last year Kathleen’s Corner Mt Mann Process Plant Dragonfly Village January For personal 2023 only use February 2024 8
Slide 9: Multi-decade mine life, future facing mining method
Multi-decade mine life, future facing mining method Open Pit Underground Support infrastructure For personal use only ü Kathleen's Corner: 2+ years of feedstock ü Reduced footprint and waste movement ü Fully lined Tailings Storage: TCF1 storing water for plant start-up and ready to accept ü High gra
Slide 10: Fourth generation process plant
Fourth generation process plant Next Gen Flowsheet Quality equipment Construction milestones For personal use only ü Simple 100% whole ore flotation based on ü Tier-1 proven equipment: Metso-Outotec, ü Project 75% complete on earned value basis - mineralogy and lessons from past plants Wier/Warman,
Slide 11: Supporting infrastructure sets Kathleen Valley apart
Supporting infrastructure sets Kathleen Valley apart 95MW Hybrid Power Dragonfly Village Operational Readiness For personal use only ü >60% renewable power from start-up ü Dragonfly - or Tjukuparra - represents ü Operations Leadership onboard, incl Traditional Owner dreaming story Commissioning Mana
Slide 12: Downstream Expansion
For personal use only Downstream Expansion Develop integrated operations to capture higher margins, create new supply chains 12
Slide 13: Integrated refiner stands to capture sustained margin
Integrated refiner stands to capture sustained margin • Liontown’s strategic review: capture a sustainable margin, even when prices are low For personal use only • Progressing joint feasibility study with Sumitomo into options for Australia-Japan lithium supply chain processing • Site selection infl
Slide 14: Liontown Full Potential
For personal use only Liontown Full Potential Expand portfolio through organic growth, value accretive M&A and exposure to the circular economy 14
Slide 15: Kathleen Valley: first production only months away
Kathleen Valley: first production only months away Focus on securing future funding solution For personal use only Plant commissioning imminent Parallel ramp-up of open pit and underground mining Supply chain logistics and customer preparations on-track Review growth options 15
Slide 16: Video – Industry-leading development achieved in last months
Video – Industry-leading development achieved in last 12 months For personal use only youtu.be/bpjStw_jjAU 16
Slide 17: For more information
For personal use only For more information: Robert Carruthers Head of Corporate Affairs Liontown Resources info@ltresources.com.au +61 8 6186 4600 Level 2, 32 Ord Street, West Perth WA 6005 22ABN November 39 118 1532022 825 ASX:LTR ASX : LTR ltresources.com.au ltresources.com.au
Slide 18: Appendix: Australian Hard Rock Resources
Appendix: Australian Hard Rock Resources Resource (Mt) For personal use only Grade LCE Mine Ownership Project Status Measured Indicated Inferred Total (%) (Mt)1 Source ASX Announcement (IGO): Greenbushes CY23 Resources and Reserves, 19 Greenbushes TLEA2 (51%), Albemarle (49%) Production 0.7 397.0 49
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