Metals Australia Ltd · ASX:MLS
Metals Australia — Investor Presentation (February 2019)
16 slides from Metals Australia's investor presentation, Feb 20, 2019
Slide 1: Developing the high-grade Lac Rainy Graphite Project, Quebec, Canada
For personal use only Developing the high-grade Lac Rainy Graphite Project, Quebec, Canada Investor Presentation February 2019
Slide 2: Important Information
Important Information This presentation has been prepared and issued Metals Australia Limited (the “Company") to inform interested parties about the Company and its progress. The material contained in this presentation sets out general background information on the Company and its activities. It doe
Slide 3: For personal use only
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Slide 4: Corporate snapshot and Board of Directors
ASX Ticker MLS Share Price A$0.003 Shares on Issue 2,341,797,777 Listed Options (MLSO) - $0.003 ex. price - 1/12/19 215,111,667 Listed Options (MLSOA) - $0.01 ex. price - 31/05/2020 920,925,000 Fully Diluted Market Capitalisation $10.4 million Cash on hand as at 31 December 2018 $1.2 million Top 20
Slide 5: Refocused Strategy
Refocused Strategy Natural flake high-grade graphite focus: strategic and critical battery mineral The market for high-grade natural flake graphite remains strong with a positive outlook - Roskill cites the continuing closure of processing plants in China as placing significant upward pressure on gr
Slide 6: Lac Rainy Graphite Project
| ac Rainy Graphite Project 20000 FEIBOO E2500 BaTE0O 30000 2500 n n n = 4 4 . 100% owned high-grade natural flake graphite project located in one of the premier graphite geological regions of Quebec 5835000 . Located approximately 22 km south-west of the a historic mining town of Fermont and 260 km
Slide 7: High Intensity Airborne EM Survey
Lac Rainy Graphite Project High Intensity Airborne EM Survey 4, = The results of the MAG and TDEM surveys indicate 5 ‘ the presence of multiple thick zones of highly tan co nr a8 AY conductive graphite mineralisation = The identified geological similarities between the Carheil Prospect trend and the
Slide 8: For personal use only
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Slide 9: Mechanised Trenching and Channel Sampling
Lac Rainy Graphite Project Mechanised Trenching and Channel Sampling 16 exploration lines completed for a total of 677 lineal metres of trenching LEGEND ‘Wee carmacrapnte showng (Graded tom 5.00 53.7% Cg) Assayed Ruck Same n% C9 Oahuge 2017) % C9 453 lineal metres of channel sampling was completed w
Slide 10: For personal use only
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Slide 11: Maiden Diamond Drilling Program - Permitted
Lac Rainy Graphite Project Maiden Diamond Drilling Program - Permitted Fully permitted maiden diamond i _ drilling program é tS & Maiden program of up to 2,800m to test the down dip / plunge extensions Advanced metallurgical testwork to be undertaken Location of holes will be along the trend of the
Slide 12: For personal use only
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Slide 13: Graphite: The Right Commodity at the Right Time
Graphite The Right Commodity at the Right Time Pipeline lithium ion battery capacity out to 2028 4200 tuos = Estimated 10 year battery : cap growth of 891GWh 1000 = Equates to >90Okt 800 battery-suitable natural 683 graphite or up to 2.7Mt «00 new production 100 "Feedstock typically 75- 180um 2195 2
Slide 14: Global Trends in the Graphite Market
Graphite Global Trends in the Graphite Market . Expandables - flame retardants and thermal shields . Feedstock typically >18O0um . “China needs 40 million tons of fire retardant building materials per annum, which will contain 5% expandable graphite” President of the China Building Materials Applica
Slide 15: Global Trends in the Graphite Market
Graphite Global Trends in the Graphite Market oo cis iy stom asm Bec = Steel Industry - Strong industrial sa its H.4% 40.9% foundation 2018 2019 143.2 Mt 144.7 Mt 41.7% +1.0% MIDDLE EAST 1 2018 = 2019 S45Mt 551M 42.1% +1.2% peayy wo 2018 sir7ame 1319 +5.0%" 1.3% 75 AFRICA A BE 2018 2019 CENTRAL & SO
Slide 16: For more information, please contact
OM METALS For more information, please contact: Gino D’Anna Martin Stein Director Company Secretary Metals Australia Ltd Metals Australia Ltd Phone: +61 400 408 878 Phone: +61 8 9481 7833 metalsaustralia.com.au
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