Liontown Limited · ASX:LTR
Liontown — Liontown Resources — Bell Potter Emerging Leaders Conference 2022
13 slides from Liontown's conference presentation, Sep 7, 2022
Slide 1: Fast charging towards a low carbon future
For personal use only Fast charging towards a low carbon future Bell Potter Emerging Leaders Conference ASX:LTR September 2022 SEPTEMBER 2022 | 1
Slide 2: Important Information
Important Information For personal use only Cautionary Statement The production targets and forecast financial information referred to in the Definitive Feasibility Study (DFS) Kathleen Valley Project – Mineral Resource Estimate as at April 2021 and Downstream Scoping Study (DSS) were based on Prove
Slide 3: Foundations Established for a Tier-1 Project
Foundations Established for a Tier-1 Project Tier-1 Offtakes Secured Attractive Financing In Place For personal use only • Offtakes secured for majority of production • Low-cost financing Liontown is focused on the development of the over first 5-years • Creditworthy and strategically aligned world-
Slide 4: Liontown's Strategy
Liontown’s Strategy For personal use only We aim to be an ESG-leader, and a globally significant provider of battery minerals for the rapidly growing clean energy market Liontown Full Potential Downstream Expand portfolio through organic growth, value accretive M&A and Expansion exposure to the circ
Slide 5: Lithium Supply Dynamics
Lithium Supply Dynamics Forecast lithium market deficit is expected to grow significantly out to 2030, driven by tight supply. New supply coming from greenfield projects takes between 8 and 10 years For personal use only to come into first production, with projects globally experiencing permitting,
Slide 6: Lithium Incentive Pricing
Lithium Incentive Pricing Given the significance of demand and lack of substitutability in battery chemistries, material additional lithium supply willneed to be incentivised by higher pricing. This For personal use only positions tier-1 projects to generate significant margins into the long-term Sp
Slide 7: Lithium Hydroxide and Spodumene Pricing
Lithium Hydroxide and Spodumene Pricing Lithium hydroxide prices have increased over the last three months, whilst other battery minerals prices have fallen, demonstrating demand for product and reflecting the For personal use only importance of lithium in battery chemistries, given limited substitu
Slide 8: Globally Significant Production Supports Value Upside
Globally Significant Production Supports Value Upside Liontown’s expected production is greater than the majority of development peers, in line with established producers, supporting potential for a material re-rate in market For personal use only value given the de-risked nature of Kathleen Valley,
Slide 9: Project Execution Strategy
Project Execution Strategy Relentless pursuit of the basics to strive for good safety and execution discipline – The Liontown Way! For personal use only Cost Management Construction environment remains challenging, focus on rapid award of key contracts to high-quality vendors and locking in long lea
Slide 10: Project Execution Strategy – cont.
Project Execution Strategy – cont. Relentless pursuit of the basics to strive for good safety and execution discipline – The Liontown Way! For personal use only Design & Schedule Work to date and continued focus on design positions Liontown to drive hard to execution • Long lead items ordered, mecha
Slide 11: Liontown's Investment Proposition
Liontown’s Investment Proposition For personal use only Near Term Priorities 1 Continue to award major contracts (including Power Purchase Tier-1 Asset Timed to Perfection Agreement, Concentrate transport, Kathleen Valley is a world- Significant supply deficits concrete supply/install and Structural
Slide 12: For More Information
For personal use only For More Information: Tony Ottaviano Managing Director +61 8 6186 4600 info@ltresources.com.au Nicholas Read Read Corporate +61 8 9388 1474 nicholas@readcorporate.com.au liontown-resources-limited @LiontownRes SEPTEMBER 2022 | 12
Slide 13: Peer Comparison Information – 2024 LCE Production
Peer Comparison Information – 2024 LCE Production3 For personal use only 2024 Spodumene 2024 LCE Production Company Project Status Production, Grade & Information Source (Kt LCE)3 Ownership (Kt, %)1, 2 Liontown Resources Kathleen Valley FID 500kt, 6.0%, 100% 74 ASX Announcement – Kathleen Valley DFS
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