Lindian Resources Limited · ASX:LIN
Lindian Resources — Investor Presentation (June 2024)
14 slides from Lindian Resources's investor presentation, Jun 14, 2024
Slide 1: Retraction and Replacement of Webinar Presentation
ASX ANNOUNCEMENT 14 JUNE 2024 RETRACTION AND REPLACEMENT OF WEBINAR PRESENTATION On 28 May 2024, Lindian Resources Limited (ASX:LIN) (“Lindian” or “the Company”) released an announcement to ASX titled “Investor Webinar”, which occurred on 30 May 2024. The Company would like to retract the references
Slide 2: Developing World Class Rare Earths and Bauxite Assets
DEVELOPING WORLD CLASS RARE EARTHS AND BAUXITE ASSETS Presented by Alwyn Vorster For personal use only Webinar May 2024
Slide 3: Disclaimer
DISCLAIMER The material in this presentation has been prepared by Lindian Resources Limited (“Company”). This presentation may not be reproduced, redistributed or passed on, directly or indirectly, to any other person, or published, in whole or in part, for any purpose without prior written approval
Slide 4: Competent Persons Statement
COMPETENT PERSONS STATEMENT The information in this presentation that relates to Exploration Results, Metallurgy Results, and Mineral Resources of the Kangankunde Rare Earths Project is extracted from reports released to the Australian Securities Exchange (ASX) and which are available to view at www
Slide 5: Corporate Overview
CORPORATE OVERVIEW Company ASX Code LIN Substantial Shareholders Share Price ~A$0.14 For personal use only Kabunga Holdings Pty Ltd 10.9% Ordinary Shares on Issue 1.152B Bonacare Pty Ltd / Topwei Pty Ltd / Wei & 9.9% Performance Rights 28.8m Zhang Options on Issue : Conversion value Ven Capital Pty
Slide 6: Lindian Assets
LINDIAN ASSETS For personal use only Guinea 1 Billion Tonnes of High Quality Bauxite Tanzania Bauxite Exploration Projects Malawi • World Class Rare Earths Project • Fully Permitted Perth Head Office ASX | LIN 5
Slide 7: Kangankunde Location
KANGANKUNDE LOCATION For personal use only ASX | LIN 6
Slide 8: Kangankunde Hill
KANGANKUNDE HILL For personal use only ASX | LIN 5
Slide 9: World Class Mineral Resource
WORLD CLASS MINERAL RESOURCE1 For personal use only NdPr of Resources Tonnes TREO Tonne TREO Tonnes NdPr* TREO** Classification (million) (%) (million) (millions) (%) Indicated Resources 61 2.43 1.5 20.1 0.3 Inferred Resources 200 2.05 4.1 20.4 0.8 Total 261 2.14 5.6 20.3 1.1 25 million tonnes at 3.
Slide 10: Staged Production Process – Low Risk
STAGE 1 PRODUCTION PROCESS – LOW RISK For personal use only Mining Kangankunde Hill Beneficiation Proposed Proposed Plant location Concentrate Sales Admin/workshop location Proposed TSF location Concentrate Kangankunde Recovery NdPr% Radiation Price $US/Kg (%REO) Metallurgy Up to 70% up to 60% ~20 a
Slide 11: Status and Milestones
STATUS and MILESTONES FULLY PERMITTED Planned Q2 2024 Planned Q3 2024 For personal use only Mining Licence Ore Reserves Secure Funding ESIA Licence Capex & Opex Award Contracts Explosive Permit Feasibility Study Site Early Works Community Water Permit Agreements ASX | LIN 10
Slide 12: Growth Market – Supports Expansion Vision
GROWTH MARKET – SUPPORTS EXPANSION VISION NdPr DEMAND FORECAST 200,000 ~CAGR 13.6% NdPr only 180,000 160,000 2023 use 140,000 Global NdPr ~CAGR 9% For personalTonne 120,000 +2X production GROWTH ~55 ktpa 100,000 FY2010-FY2020 80,000 60,000 40,000 20,000 0 2010 2015 2020 2025 2030 2035 2040 2045 2050
Slide 13: Kangankunde – Value Summary
KANGANKUNDE – VALUE SUMMARY For personal use only Potential Low Capital Scalable & Operating Development Cost Low Technical Risk Short Time to Production ASX | LIN 12
Slide 14: Developing World Class Rare Earths and Bauxite Assets
DEVELOPING WORLD CLASS For personal use only RARE EARTHS AND BAUXITE ASSETS
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