Livium Ltd. · ASX:LIT
Livium — Lithium Australia — Investor Presentation (August 2023)
27 slides from Livium's investor presentation, Aug 29, 2023
Slide 1: Corporate Presentation
29 August 2023 Corporate Presentation Lithium Australia Ltd (ASX:LIT) (“Lithium Australia” or the “Company”) is pleased to provide an updated Corporate Presentation. No new information is disclosed in this presentation. A copy of the Corporate Presentation is attached and can be viewed on the Compan
Slide 2: Forward-looking statements
` Forward-looking statements This announcement contains forward-looking statements. Forward-looking statements are subject to a variety of risks and uncertainties that it is beyond the Company’s ability to control or predict and which could cause actual events or results to differ materially from th
Slide 3: Energising a better world
For personal use only Energising a better world Investor Presentation | August 2023 ASX:ASX: LIT LIT
Slide 4: Lithium Australia at a glance
Lithium Australia at a glance To lead and enable the global transition to sustainable electrification, delivering a better world Providing critical materials for the circular battery industry through lithium chemicals, battery materials and For personal use only battery recycling Market leading Aust
Slide 5: Growing global demand
Growing global demand Rapidly increasing demand for batteries expected to drive strong growth in lithium production Lithium-ion battery 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 gr
Slide 6: Where we play
Where we play LIT covers every touchpoint of the lithium value chain through its operations or strategic agreements For personal use only Exploration and Mining Lithium Chemicals Battery Materials Battery Manufacturing Battery Recycling Investments in lithium Patented lithium Proprietary battery Str
Slide 7: Lithium Chemicals
For personal use only Click to edit Master title style Lithium Chemicals ASX: LIT | August 2023 | www.lithium-au.com 5
Slide 8: ~50% higher lithium extraction efficiency
~50% higher lithium extraction efficiency1 Patented extraction technology offers competitive advantage for miners ✓ Driving greater profitability for miners For personal use only Unique method of processing un-used fine and low-grade ~50% spodumene, yielding higher levels of lithium output Higher yi
Slide 9: Partnering with market leader Mineral Resources Ltd. (MinRes)
Partnering with market leader Mineral Resources Ltd. (MinRes) Joint development agreement with $13bn1 Australian miner validates lithium extraction technology For personal use only STRATEGIC PARTNERSHIP2 HIGHLIGHTS • MinRes will fund the pilot plant operation and ✓ Ideal partnership engineering stud
Slide 10: Roadmap to becoming market leader
Roadmap to becoming market leader Long term collaboration with MinRes expected to accelerate commercialisation strategy For personal use only Long-term (3+ years) • Commence commercialisation of Medium-term (2-3 years) extraction technology2 • License extraction technology to MinRes’ other operation
Slide 11: Battery Materials
For personal use only Click to edit Master title style Battery Materials ASX: LIT | August 2023 | www.lithium-au.com 9
Slide 12: Validated and sustainable battery materials production
Validated and sustainable battery materials production LIT is one of few companies outside China to successfully produce lithium ferro phosphate (LFP) ✓ Proven LFP product For personal use only Independently assessed and proven against commercially Validated product available products by leading bat
Slide 13: Verified by battery materials expert NOVONIX
Verified by battery materials expert NOVONIX (ASX:NVX) Results validate LIT’s cutting-edge technology and commitment to commercialisation For personal use only VALIDATED TECHNOLOGY1 HIGHLIGHTS • LIT’s LFP product was independently tested against ✓ Verified product commercially available competitor p
Slide 14: Capitalising on market trends
Capitalising on market trends LFP is becoming the preferred battery type as it is safe, ethical, and cost-efficient Increasing demand for LFP batteries EV LFP-battery market share1 For personal use only Demand for LFP batteries is increasing rapidly as EV 50% manufacturers adopt the technology CAGR
Slide 15: Reducing supply chain risks
Reducing supply chain risks World governments are actively trying to reduce dependency on China, who produces >95% of all LFP For personal use only China dominates the market Government policies Various government policies in place to secure future Countries are looking to diversify their supply cha
Slide 16: Commercialisation pathway
Commercialisation pathway Seize the growing demand of LFP through commercialisation For personal use only Long-term (3+ years) • Development of commercial facility for Medium-term (2-3 years) LFP production of 10tpa • Commence commercial scale production of LFP Short-term (1 year) • Secure offtake a
Slide 17: Battery Recycling
For personal use only Click to edit Master title style Battery Recycling ASX: LIT | August 2023 | www.lithium-au.com 15
Slide 18: Leading Australian battery recycler
Leading Australian battery recycler Revenue-generating battery recycling business executing on a plan to reach cash flow break-even Australia’s leading battery recycler Recycling Cash Receipts1 For personal use only Only Australian battery recycler which processes batteries domestically +70% High ba
Slide 19: Unrivalled recycling eco-system
Unrivalled recycling eco-system Access to battery supply secured through both global and domestic strategic partnerships ✓ Global partners secured Recycling volume growth (tonnes) For personal use only Partnerships signed with global EV and ESS1 manufacturers secures future supply of: +24% • Higher-
Slide 20: Becoming a self-sustaining recycling business
Becoming a self-sustaining recycling business Strategic roadmap to materially increase battery recycling volumes For personal use only Long-term (3+ years) • Grow battery processing capacity to Medium-term (2-3 years) 1tph2 • Sign battery collection agreements with offshore partners Short-term (1 ye
Slide 21: Outlook
For personal use only Click to edit Master title style Outlook ASX: LIT | August 2023 | www.lithium-au.com 19
Slide 22: Revenue ambition over time
Revenue ambition over time " LIT has significant opportunities to For personal use only commercialise its critical materials technologies, Battery Recycling Lithium Chemicals domestically and internationally. We are at the Battery Materials forefront of a once-in-a-century event - the Other global e
Slide 23: Investment highlights
Investment highlights Growing global demand: Well-positioned to capitalise on the increasing global For personal use only demand for lithium Validated technologies: Established strategic partnership with MinRes and confirmed high-quality LFP product via testing at NOVONIX Market leading recycling bu
Slide 24: Board and management
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 Chairman Non-Executive Director Non-Executive Director CEO 25+ years of senior management 15+ years as a listed c
Slide 25: Corporate overview
Corporate overview Strong balance sheet with cash and listed investments of A$15 million For personal use only Share price performance (last 6 months) Financial information Share price ($) Volume (m) $0.06 250 Share price (25-Aug-23) $0.04 $0.05 52-week trading range (low / high) $0.03 / $0.08 200 $
Slide 26: Contact Information
For personal use only Contact Information COMPANY Level 1, 677 Murray Street, West Perth, WA 6005 Click to edit Master title style Simon Linge E: simon.linge@lithium-au.com T: +61 (0) 8 6145 0288 www.lithium-au.com ASX: LIT | August 2023 | www.lithium-au.com 24
Slide 27: Disclaimer
Disclaimer This presentation is for information purposes only. Neither this presentation nor the All forward-looking statements in this presentation are qualified by the foregoing cautionary information contained in it constitutes an offer, invitation, solicitation or recommendation in statements. I
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