Lightning Minerals Limited · ASX:L1M
Lightning Minerals — Investor Presentation (December 2022)
18 slides from Lightning Minerals's investor presentation, Dec 2, 2022
Slide 1: Lightning Minerals: Metals for the clean energy future
ASX:L1M For personal use only Lightning Minerals Metals for the clean energy future December 2022 Investor Presentation – December 2022 1
Slide 2: Important Notice and Legal Disclaimer
Important Notice and Legal Disclaimer For personal use only This presentation has been prepared by Lightning Minerals Ltd ACN 656 005 122 (‘Company’) to transmitted to the reader in the course of its evaluation to participate in a potential transaction provide readers with background information onl
Slide 3: Investment Highlights
Investment Highlights For personal use only Strong Asset Growth Base Strategy Underexplored assets in Clear strategy for growth with emerging lithium province multiple targets and work within close proximity to programs major resource projects Low EV opportunity with Multiple other critical potentia
Slide 4: Corporate Snapshot
Corporate Snapshot For personal use only $0.225 $10.9M $6.5M $4.4M 48.5M 10.2M Share Price (at 01/12/22) Market Cap Cash Enterprise Value Shares on Issue Options* Board and Management Peter McNeil Alex Biggs Dr Karen Lloyd Francesco Cannavo Craig Sharpe Non-Executive Chairman Chief Executive Officer
Slide 5: Demand for Critical Minerals is Set to Soar
Demand for Critical Minerals is Set to Soar For personal use only Overall critical minerals demand to …but individual minerals led by rise by as much as 6x … Lithium to rise even faster Growth by scenario 6x 42x 43.1Mt Solar Growth in mineral demand Electricity in 2040 relative to 2020 networks 4x 2
Slide 6: Our Projects
Our Projects For personal use only Four project areas in Western Australia Battery minerals focus including Lithium, Nickel, Cobalt, Copper and PGEs Clear exploration strategy focused on Lithium and battery minerals Dundas licences principal focus – interests next to Liontown Resources’ (ASX:LTR) Bu
Slide 7: Dundas Projects - Our Key Focus
Dundas Projects - Our Key Focus For personal use only Interests in 8 Licences in Dundas region of Western Australia. Total land area = 454km2 Bald Hill Lithium- Highly prospective: Correct lithologies and Tantalum Project Alliance Mineral Assets region for potential discoveries in Lithium, Nickel, C
Slide 8: Dundas Project South
Dundas Project South For personal use only • Historical drilling within and surrounding each of southern area tenements • Several Li, Ni, Cr, Co, Cu, Pb, Au and Zn anomalies occurring within and adjacent to the tenements • Tenements surround Liontown Resources’ (ASX:LTR) Buldania Project (14.9Mt @ 1
Slide 9: Dundas Project North
Dundas Project North For personal use only • Drilling dating back to 1995 • Tenements relatively underexplored with multi- element analysis required • 35km east of Alliance Mineral Assets’ Bald Hill Lithium Tantalum Mine (26.5Mt at 1.0% Li2O) • Recent success by Global Lithium Resources (ASX:GL1) at
Slide 10: Dundas Projects - Summary
Dundas Projects - Summary For personal use only Southern tenements of Successful Minimal priority mining and Southern historic Several exploration tenements a Lithium anomalies for Li, Au and priority exploration identified Ni in adjacent on licences tenements Investor Presentation – December 2022 1
Slide 11: Other Projects
Other Projects For personal use only Mt Jewell Mailman Hill Mt Bartle • One Exploration Licence (E27/566) covering • One granted Exploration Licence (E37/1408) • Three adjoining Exploration Licence Applications approximately 9km2 covering an area of nearly 102 km2, with the (E53/2151, E53/2147 and E
Slide 12: Commitment to ESG
Commitment to ESG For personal use only Lightning Minerals commitment to ESG positively impacts shareholder value Sustainability Opportunities Collaboration Future Focused Less water, Empowering Access and Projects focused energy and workers in approval. We on evolving waste = lower remote will crea
Slide 13: Indicative News Flow (First Months)
Indicative News Flow (First 12 Months) For personal use only Q4 Stage 2 diamond drilling (Dundas) Q3 Stage 1 diamond drilling Stage 1 drill results (Mt Jewell) (Dundas) Stage 2 drill results Q2 (Dundas) Stage 2 drill plan (Dundas) Stage 1 diamond drilling program (Dundas) Q1 Exploration Strategy (Mt
Slide 14: Regional Peer Analysis
Regional Peer Analysis For personal use only Liontown Resources Galileo Mining Global Lithium Resources Larvotto Resources (ASX: LTR) (ASX: GAL) (ASX:GL1) (ASX: LRV) Projects: Kathleen Valley, Buldania Projects: Fraser Range, Norseman Projects: Manna, Marble Bar Projects: Mt Isa, Ohakuri, Eyre Commo
Slide 15: Lightning Minerals: Metals for the clean energy future
For personal use only Lightning Minerals Metals for the clean energy future Chief Executive Officer Alex Biggs admin@lightningminerals.com.au Investor Presentation – December 2022 Approved for release by the Board of Directors 15
Slide 16: Appendix
LIGHTNING M I N E R A L S For personal use only Appendix 16 Investor Presentation – December 2022 16
Slide 17: Our Projects Overview
Our Projects Overview For personal use only Project Tenement Target Commodity Notes E15/1748 Lithium, Tantalum, Gold 18km north of 1Buldania/Anna project, 35km south of 2Bald Hill Lithium-Tantalum project E63/1932 Nickel, Gold, Nickel 20km south-west of 3Polar Bear Nickel Project E63/1993 Lithium, G
Slide 18: Critical Minerals
Critical Minerals For personal use only Policy driven US manufacturing change to meet boom and emissions decoupling targets from China Critical minerals Geopolitical tensions demand essential Reducing costs of clean globally to a clean energy technologies transition Consumer Supply chain awareness a
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