Livium Ltd. · ASX:LIT
Livium — Lithium Australia NL — 121 Singapore, May 2019
16 slides from Livium's conference presentation, May 15, 2019
Slide 1: Closing the loop on the energy metal life cycle
Closing the loop on the energy metal life cycle For personal use only Adrian Griffin Managing Director ASX: LIT 1 121 Singapore, May 2019 Copyright © 2019, Lithium Australia NL
Slide 2: Disclaimer
Disclaimer For personal use only This presentation is for information purposes only. Certain statements contained in this presentation, ‘budget’, ‘estimate’, ‘may’, ‘will’, ‘schedule’ and other, COMPETENT PERSON’S STATEMENT Neither this presentation nor the information contained in including informa
Slide 3: Lithium Australia's business divisions
Lithium Australia’s business divisions For personal use only Global resource and exploration Lithium from hard rock sources portfolio (Australia, Mexico, without roasting. Low- Alaska, Europe, Africa) energy, by-product credits Recovery of all metals to re- Advanced cathode powders birth battery com
Slide 4: Global footprint
Global footprint For personal use only The only vertically integrated lithium company 4 121 Singapore, May 2019 Copyright © 2019, Lithium Australia NL
Slide 5: Lithium chemicals
Lithium chemicals For personal use only • Focus on sustainability – capitalize on the waste of others • Processing all lithium minerals with low energy footprint • SiLeach® for lithium micas and phosphates • LieNA® for spodumene, petalite • Superior control of water balance • Potential for direct ex
Slide 6: Lithium chemicals
Lithium chemicals For personal use only Generation 1 SiLeach® plant, ANSTO, Sydney Generation 3 scheduled for construction in 2019 6 121 Singapore, May 2019 Copyright © 2019, Lithium Australia NL
Slide 7: The LieNA opportunity
The LieNA® opportunity For personal use only • Conventional converters require relatively coarse spodumene feed • Mineral dressing to recover spodumene produces abundant fines below the critical feed size required for converters resulting in discharge to tailings • LieNA® REQUIRES fine feed so is id
Slide 8: Batteries – VSPC Limited
Batteries – VSPC Limited For personal use only Assets include the R&D Facility, Brisbane, Queensland • Electrochemical testing laboratory • Onsite material characterisation • Onsite cell making and testing • IP – 3 patent families 8 121 Singapore, May 2019 Copyright © 2019, Lithium Australia NL
Slide 9: The Australian market
The Australian market For personal use only • The world’s largest market for domestic storage • 40,000 subsidised units in South Australia • Federal government grants likely to be available • 25,000 remote storage facilities for Western Australia • Mine site and off-grid power opportunities • Utilit
Slide 10: Capturing the opportunity
Capturing the opportunity For personal use only • Lithium Australia DLG (50%LIT and 50% DLG) formed to service the Australian market • VSPC cathode powder to be introduced as a critical component of DLG cells • Australian pack and module production to be introduced • Lithium Australia DLG to develop
Slide 11: Vertical integration of the supply chain
Vertical integration of the supply chain - the ultimate consumer advantage For personal use only • Vertical integration reduces consumer pricing o Fewer points in the production cycle for profit taking o Guaranteed and quality controlled supply o Optimised supply/demand match o Lower global inventor
Slide 12: Recycling
Recycling For personal use only • Only 9% of LIBs are recycled Oxidative pre-treatment and sulphuric acid leach • Conventional processes focus on 100% the recovery of Co – no Li recovered 93.0% 99.7% 99.8% 99.8% 99.8% • LIT’s process recovers all metal 50% • Recycled metals can be used to re- birth
Slide 13: Recycling: Expanding interest in Envirostream Australia
Recycling For personal use only • Expanding interest in Envirostream Australia from 10% to 18% • Strategic partnerships with Korean and US recyclers • Establishment of national battery collection network • Potential to re-birth cathode materials using VSPC technology • First mover advantage to creat
Slide 14: Development plan – 2019
Development plan – 2019 For personal use only • Lithium Australia is seeking a partner to capitalise on the Australian opportunity and to develop its cathode powder business • VSPC cathode powder production in China • Package VSPC powder with Chinese cell production • Delivery of cells, modules, and
Slide 15: Lithium Australia – corporate snapshot
Lithium Australia – corporate snapshot ASX-listed: ticker LIT, LITCE For personal use only Price (AU$) as at 09/05/2019 0.08 Market capitalisation (AU$) 38 M Shares outstanding (LIT) 466 M Partly paid shares (LITCE) 170 M George Bauk Adrian Griffin Bryan Dixon Cash position at 31/03/19 (AU$) 9.13 M
Slide 16: Investing in the future
For personal use only Investing in the future Adrian Griffin Managing Director ASX: LIT 16 121 Singapore, May 2019 Copyright © 2019, Lithium Australia NL