Pantera Minerals Limited · ASX:PFE
Pantera Minerals — Pantera Lithium — Investor Presentation (February 2025)
14 slides from Pantera Minerals's investor presentation, Mar 4, 2025
Slide 1: A Growing Position in America's New Lithium Capital
For personal use only A Growing Position in America’s New Lithium Capital ASX:PFE Corporate Presentation - February 2025
Slide 2: Disclaimer: Forward-Looking Statements
Disclaimer Forward-Looking Statements This presentation has been authorized for release by the Board of Pantera Lithium Limited (Company). It is not a prospectus nor an offer of securities for subscription or sale in any jurisdiction nor a securities recommendation. The information in this presentat
Slide 3: Corporate Overview
Corporate Overview Capital Structure Board & Management Barnaby Egerton-Warburton Tim Goldsmith $0.02 • Executive Chairman & CEO 30+ years experience in resources and technology based investment • Non-Executive Director CEO of Rincon Mining Pty Limited until the asset was sold to Rio Tinto for Share
Slide 4: The Lithium Market
The Lithium Market The case for a lithium market recovery by 2027 is strong. • Lithium oversupply forecast to dissipate in 2026-27 (1) • EV market share forecast to grow from 22% share in 2025 to 30% share in 2030 driving 90% of total lithium demand from ~ 1 million metric tons to over 3 million met
Slide 5: The US Lithium & Battery Sector: A Fast-Growing Powerhouse
The US Lithium & Battery Sector: A Fast-Growing Powerhouse Private & US federal government combined investment exceeding $350 billion in the U.S. lithium and battery sectors (1) (2) For personal use only 5 !. Since January 2021, private investments in the U.S. battery supply chain have exceeded $92
Slide 6: The Lithium Market and Oil Majors
The Lithium Market and Oil Majors “widespread adoption of EVs could Why are the big oil players getting into lithium? displace ~11 Million Barrels per day of oil demand by 2035 representing a reduction of over 10% of global demand” The International Energy Agency (IEA) projects that the widespread a
Slide 7: Pantera Lithium Brine Project – 100% Ownership
Pantera Lithium Brine Project – 100% Ownership A significant project in America’s new lithium super-highway • In December 2023, Pantera began leasing and developing its SW Arkansas Smackover Lithium Brine Project. The project abuts and is surrounded by Exxon For personal use only Mobil’s (NYSE:XOM)
Slide 8: America's fastest growing lithium region: The Smackover Formation
America’s fastest growing lithium region The Smackover Formation • Since Pantera’s investment, the Project has expanded by 390% For personal use only and now comprises over 26,000 acres • Effective brine leasing growth strategy: ✓ Led by Country Manager, Cleve Thomas ✓ Driven by a proprietary data b
Slide 9: Project Highlights
Project Highlights 100% owned Lithium Brine Project in the Sub surface work for identification completes ‘Smackover Formation’ in Southwest imminently for a three well program to collect For personal use only Arkansas formation data and generate JORC resource. A significant landholding now >26,000 n
Slide 10: The Smackover Formation
The Smackover Formation Ideal concentrations with significant brine capacity • For 100+ years, the Smackover Formation in Arkansas, USA has played a central role in America’s conventional energy economy For personal use only • High confidence geological model based on 1000’s of wells, Hugh McDonald,
Slide 11: Sub Surface work by SLB - Material Lithium Exploration Target
Sub Surface work by SLB - Material Lithium Exploration Target Confirmed-multi billion-dollar resource potential • Pantera contracted SLB to perform a detailed 3D Static Geological Model of the Upper Smackover Formation within the Pantera Area of Interest (AOI) covering all the leased acres driving P
Slide 12: What is Direct Lithium Extraction (DLE)
What is Direct Lithium Extraction (DLE) DLE offers significant potential to improve recoveries and lift project economics Wells for a DLE project are drilled in the same manner as oil and gas wells. They are drilled to target depth, logged, cased and perforated for production. Once this is complete
Slide 13: Next Steps and Milestones for 2025
Next Steps and Milestones for 2025 Q1 - Q2 2025 Q3 - Q4 2025 For personal use only Finalisation of three well locations Drilling initial stand-alone well/s Sub surface and geological studies complete Drilling of standalone resource definition well to identify three independent wells Testing and publ
Slide 14: Contact Information
For personal use only Contact Information Barnaby Egerton-Warburton ASX: PFE Executive Chairman & CEO W: PANTERLI.COM E: info@panterali.com +61 (0) 437 291 155 bew@panterali.com
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