Livium Ltd. · ASX:LIT
Livium — Investor Presentation (November 2024)
32 slides from Livium's investor presentation, Nov 20, 2024
Slide 1: ASX Announcement: Investor Presentation and Launch of New Website
ASX ANNOUNCEMENT 20 November 2024 Investor Presentation and Launch of New Website Livium Ltd (ASX: LIT) (“Livium” or the “Company”) is pleased to provide an updated Investor Presentation. No new material information is disclosed in this presentation. A copy of the Investor Presentation is attached a
Slide 2: Energising a better world - Investor Presentation
For personal use only ASX : LIT Energising a better world Investor Presentation November 2024 Livium Ltd securities are listed on Australian Securities Exchange (ASX Codes: LIT, LITOA, LITOB)
Slide 3: Disclaimer
Disclaimer This presentation is for information purposes only. Neither this presentation nor the information contained in it constitutes an offer, invitation, solicitation or recommendation in relation to the purchase or sale of shares in any jurisdiction. This presentation may not be distributed in
Slide 4: CEO quote on strategic initiatives
“ We are proactively executing on our strategic initiatives, including 1) increasing utilisation rates and enhancing operational efficiencies in recycling, 2) making rapid progress with LieNA® JDA activities which is on track to be For personal use only completed in 2024, and 3) actively pursuing co
Slide 5: Livium's Unique Value Proposition
Livium’s Unique Value Proposition Energising a better world by leading and enabling the global transition to sustainable electrification For personal use only Strong partnerships Enhanced financial Rapid LieNA® Significant upside in place performance commercialisation potential Market leading Austra
Slide 6: Where we focus today
Where we focus today OVERVIEW LITHIUM CHEMICALS Proprietary processing technology to improve lithium Focused on high value opportunities across the lithium mining yields by up to 50%2 value chain PROGRESS TO DATE Joint Development Agreement with Mineral Resources For personal use only with agreed sc
Slide 7: Battery Recycling
For personal use only Battery Recycling
Slide 8: Leading Australian battery recycler
Leading Australian battery recycler Revenue-generating battery recycling business generating operating cashflows Recycling collection volumes and mix (tonnes)2 For personal use only Battery supply chain strategy in action End-of-life Lithium-ion batteries received through strategic recycling agreeme
Slide 9: Battery Recycling: How we operate
Battery Recycling: How we operate LIT is Australia’s leading onshore battery recycler, with revenue generated through service fees at collection and through downstream sales revenue For personal use only DISCHARGING & PROCESSING & COLLECTION STORAGE SALES DISMANTLING METAL RECOVERY Batteries receive
Slide 10: Rapidly growing LIB collections to drive utilisation
Rapidly growing LIB collections to drive utilisation Recycling agreements with leading OEMs1 to drive uplift in collection volumes and utilisation rates Forecast collections volume (tonnes)2 For personal use only 1 Rapidly growing collection volumes 2 2,400 Strategic recycling agreements have driven
Slide 11: Attractive recycling revenue model
Attractive recycling revenue model Revenue generated from providing collection / processing services and sale of recycled materials Revenue / gross profit (A$m) and unit rates (A$/kg)1 For personal use only Recycling revenue streams 2.50 6.5 Upfront fees and Upstream fees increased volumes has 6.0 d
Slide 12: SungEel HiTech: MMD off-take agreement
SungEel HiTech: MMD off-take agreement Off-take agreement secured for at least 60% of MMD production, with JDA discussions underway For personal use only Off-take agreement1 Key highlights • Signed 3-year Mixed Metal Dust (MMD) off-take ✓ Accelerates recycling growth strategy agreement – effective f
Slide 13: Strategic battery recycling outlook
Strategic battery recycling outlook Moving from foundation to build and then growth GROWTH PHASE (2-3 years) For personal use only • Expand collections and processing capacity through development of centralised Victoria BUILD PHASE facility (1 year) • Increase battery processing capacity to match co
Slide 14: Lithium Chemicals
For personal use only Lithium Chemicals
Slide 15: LieNA value proposition
LieNA® value proposition Patented extraction technology offers ~50% higher lithium extraction efficiency For personal use only ✓ Driving greater profitability for miners Unique method of processing un-used fine and low-grade spodumene, ~50% potentially yielding higher levels of lithium output Higher
Slide 16: Lithium Chemicals: LieNA process
Lithium Chemicals: LieNA® process Potential to broaden the quality of feed for extraction of lithium at scale ✓ Process For personal use only Process more selective than Conventional Thermal Conversion LieNA® is a disruptive process that replaces alpha to beta thermal conversion with a phase change
Slide 17: LieNA commercialisation pathway
LieNA® commercialisation pathway MinRes JDA targeting completion by end 2024, with a clear commercialisation pathway forward Joint Development Activities For personal use only Commercialisation Pathway ✓ MinRes to provide sample materials Piloting and study Significant progress made under the JDA wi
Slide 18: Battery Materials
For personal use only Battery Materials
Slide 19: Lithium Ferro Phosphate (LFP) value proposition
Lithium Ferro Phosphate (LFP) value proposition Rapidly growing battery chemistry with strong adoption across global EV and ESS manufacturers1 Critical input for battery manufacturers Lithium-ion battery manufacturing cost mix6 For personal use only LFP is a cathode material which represents most of
Slide 20: Battery Materials: Process Overview
Battery Materials: Process Overview LIT’s patented and cost-competitive LFP manufacturing process is ready for commercialisation For personal use only RAW INITIAL INITIAL FINAL FINAL CALCINING FURNACE MATERIALS MILLING DRYING MILLING DRYING Lithium Mixing and Drying to form Thermal Mixing/milling Ra
Slide 21: Well positioned for commercial discussions
Well positioned for commercial discussions LIT’s LFP product has been externally validated and is seeking value creation opportunities For personal use only ✓ Proven LFP product Independently assessed and validated against commercially available Validated product products by leading battery research
Slide 22: LFP commercialisation pathway
LFP commercialisation pathway Alternative commercialisation pathways driven by partnership with government or strategic partner LONG-TERM For personal use only • Development and operation of initial commercial scale plant to produce SHORT/MEDIUM-TERM ~25,000 tpa • Scale up to achieve more than 100,0
Slide 23: Outlook
For personal use only Outlook
Slide 24: Key activities over the balance of 2024
Key activities over the balance of 2024 Planned transformational activities seek to unlock value Battery Recycling Lithium Chemicals Battery Materials For personal use only ✓ Sustain positive operating cashflows at ✓ Commence final stage of pilot plant ✓ Offtake development including production curr
Slide 25: Investment highlights
Investment highlights Leading Australian battery recycler: providing sustainable solutions for the For personal use only disposal of batteries, with recycling activities generating operating cashflows Strategic supply partnerships: Future supply of batteries secured through strategic partnerships –
Slide 26: Appendices
For personal use only Appendices
Slide 27: Corporate: Snapshot
Corporate: Snapshot Strong balance sheet with cash and listed investments of A$6.6 million Financial information For personal use only Share price performance (YTD) Share price (A$) Volume (m) Share price (19-Nov-24) A$0.019 $0.04 10 $0.03 52-week trading range (low / high) A$0.02 / A$0.04 8 $0.03 S
Slide 28: Corporate: Board and management
Corporate: Board and management High profile and experienced leadership team LIT Directors For personal use only Simon Linge George Bauk Kristie Young Phil Thick Managing Director and Non-Executive Non-Executive Director Non-Executive Director CEO Chairman 25+ years of senior management 15+ years as
Slide 29: Market: Growing global demand
Market: Growing global demand Rapidly increasing demand for batteries expected to drive strong growth in lithium production LIBs demand growth1 Global shift towards EVs For personal use only Global Li-ion battery cell demand, GWh 5000 4000 571% 3000 2000 1000 0 2022 2025 2030 Strong demand growth fo
Slide 30: Lithium Chemicals: Partnering with Mineral Resources
Lithium Chemicals: Partnering with Mineral Resources Joint development agreement with A$7bn1 Australian miner validates lithium extraction technology For personal use only Strategic Partnership2 Highlights • MinRes will fund the pilot plant operations and ✓ Ideal partner engineering study (up to A$4
Slide 31: Battery Materials: Reducing supply chain risks
Battery Materials: Reducing supply chain risks World governments are actively trying to reduce dependency on China, who produces >95% of all LFP Government policies For personal use only China dominates the market Various government policies in place to secure future Countries are looking to diversi
Slide 32: Thank You
Thank You Unit 1, 79–83 High Street, For personal use only Kew, VIC 3101 www.liviumcorp.com