Lincoln Minerals Limited · ASX:LML
Lincoln Minerals — Investor Presentation (October 2023)
18 slides from Lincoln Minerals's investor presentation, Oct 26, 2023
Slide 1: Australian Graphite for the Global Energy Transition
High Grade For personal use only Australian Graphite For the Global Energy Transition Investor Presentation 26th October 2023 OCTOBER 2023
Slide 2: Investment Highlights
Investment Highlights 2 For personal use only GRAPHITE EXPLORATION GRAPHITE RESOURCE WORLD CLASS AUSTRALIAN ADDITIONAL GRAPHITE & DEVELOPMENT, AIMING WITH GROWTH POTENTIAL ASSETS LOCATED ON EYRE TARGETS AND PROSPECTIVITY TO BE ONE OF AUSTRALIA’S AT KOOKABURRA GULLY AND PENINSULA, SOUTH AUSTRALIA FOR
Slide 3: Board & Management
Board & Management 3 Yoyo Zhang Ms, Zhang is a qualified accountant with extensive business networks in Australia and internationally and is currently Chief Financial Officer of APH Holdings. Ms. Zhang has been a Board member of Lincoln since 2018. As a seasoned financial executive, Ms. Zhang provid
Slide 4: Company Overview
Company Overview 4 Capital Structure Trading Range For personal use only Share Price Graph LML ASX CODE 0.007 ASX SHARE PRICE1 1.42B SHARES ON ISSUE $9.94M $550K NIL $0.007 MARKET CAPITALISATION ASX COD2 DEBT 1. As at close of business on 19th October 2023 2. As per quarterly report on 30th Septembe
Slide 5: Graphite Market
Graphite Market 5 Graphite demand For personal use only • Demand for graphite is predicted to outstrip supply between now and 2035 • Energy transition to green economy will increase demand for batteries for EV and grid scale storage is growing • Strong demand driving growth in graphite price • Linco
Slide 6: Kookaburra Gully Graphite Project
Kookaburra Gully Graphite Project 6 Our flagship Kookaburra For personal use only Gully Graphite Project (KGGP) is 35km north of Port Lincoln on South Australia’s Eyre Peninsula Incorporates: Kookaburra Gully Graphite Deposit (KGG) Koppio Graphite Deposit (KG) Kookaburra Gully Extended Graphite Pros
Slide 7: Kookaburra Gully Graphite Project
Kookaburra Gully Graphite Project 7 Our flagship Kookaburra Gully Graphite Project is 35km Defined JORC (2012) Mineral Resource north of Port Lincoln on South Australia’s Eyre Peninsula Cut-off Grade Contained Graphite For personal use only Measured and Indicated Tonnage Average Grade Mineral Resour
Slide 8: Kookaburra Gully Graphite Project: Geophysical Data
Kookaburra Gully Graphite Project Geophysical Data 8 Electromagnetic Survey For personal use only • High resolution Tempest™ airborne electromagnetic (EM) survey conducted over Kookaburra Gully Deposit, Kookaburra Gully Extended and Koppio Graphite mine Kookaburra Gully Deposit Results show high c
Slide 9: Koppio Graphite Deposit
Koppio Graphite Deposit 9 2023 infill and step-out drilling Koppio Inferred Mineral Resource (Tonnages may not add up For personal use only exactly as shown due to rounding of significant figures) Drilling Inferred Nominal Average Contained Tonnage Density Mineral Cut-off Grade Graphite (Mt) (g/cc)
Slide 10: Kookaburra Gully Extended Prospects
Kookaburra Gully Extended Prospects 10 2023 Exploration Drilling Results Kookaburra Gully graphite For personal use only • Kookaburra Gully Extended Prospects (KGE) correlate with electromagnetic anomalies • 2023 drilling discovered Kookaburra Gully Graphite KookaburraDeposit Gully Deposit new area
Slide 11: Proposed work program
Proposed work program 11 Drill targets for Q4 2023 drilling program • Drill targets identified for further drilling and For personal use only resource modelling • Northern portion of ML6460 targeted to close off extent of main mineralisation at Kookaburra Gully • New drill targets identified by grou
Slide 12: Proposed work program
Proposed work program 12 • Loupe ground EM along with Tempest Airborne EM survey have identified new drill targets For personal use only • Further drilling of Koppio to test new targets to the northeast. Map 9: Drill targets identified by ground and airborne EM survey at the Koppio Deposit. Map 8: M
Slide 13: Kookaburra Gully Conclusions
Kookaburra Gully Conclusions 13 • Lincoln Minerals Limited is striving to be one of Australia’s first graphite Graphite • Graphite shares are tied to the renewables For personal use only producers • Graphite is on Australia’s critical minerals list and is an important thematic providing exposure to
Slide 14: Project Milestones
Project Milestones 14 Q3 Q4 Q1 Q2 For personal use only • Increase resource • Further increase the • Resource Modelling • Completion of drill sample analysis modelling base by drilling resource base through • Complete gap analysis North of Kookaburra continued drilling on 2017 Feasibility • Appointm
Slide 15: Use of Funds
Use of Funds For personal use only Exploration Cost AUD Use of Funds TOTAL DRILLING CY 2023 FORECAST CY 2024 BUDGET CAMPAIGN Project Item Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 Soil geochemistry $ 60,000 $ 60,000 Drilling $ 50,000 $ 150,000 $ 150,000 $ 150,000 $ 130,000 $ 50,000 $ 680,000 Assay $
Slide 16: Placement Details
Placement Details 16 Placement Capital raise to raise a total of $1.7 million via a Placement. For personal use only Placement of 283,333,333 ordinary shares (“New Shares”) at an issue price of A$0.006 per New Share to raise A$1.7million. Issue price represents 14.3% discount to the last traded pric
Slide 17: Important Notice and Disclaimer
Important Notice and Disclaimer 17 Disclaimer For personal use only • The information contained in this document (“Presentation”) has been prepared by Lincoln Minerals • This Presentation includes certain statements that may be deemed “forward-looking statements”. All statements Limited (“Company”).
Slide 18: For personal use only
ASX:LML Level 14, 333 Collins Street info@lincolnminerals.com.au Lincoln Melbourne Victoria 3000 wwwlincolnminerals.comau Minerals
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