Elevra Lithium Limited · ASX:ELV
Elevra Lithium — Sayona Mining — Noosa Mining Conference 2023
20 slides from Elevra Lithium's conference presentation, Jul 20, 2023
Slide 1: North America's newest lithium producer
North America’s newest lithium producer. Noosa Mining Conference 20 July 2023 Dougal Elder Finance Manager ASX:SYA | OTCQB:SYAXF ASX:SYA | OTCQB:SYAXF 1
Slide 2: Important Information and Disclaimer
Important Information and Disclaimer Important Information and Disclaimer This presentation refers to the following previous ASX releases: Statements in this presentation are made only as of the date of this presentation unless otherwise stated, and the information in this • Drill results significan
Slide 3: Section – Profile
Section – Profile 01 Projects Outlook ASX:SYA | OTCQB:SYAXF 3
Slide 4: North American Lithium (NAL)
North American Lithium (NAL) North America’s newest Abitibi region, Québec lithium producer The restored NAL plant has a target annual nameplate capacity of NAL produced first up to 226,000t of spodumene concentrate. lithium concentrate in March 2023. North America’s only major hard rock producer. S
Slide 5: Corporate Snapshot
Corporate Snapshot ASX:SYA | OTCQB:SYAXF Share price Market capitalisation Debt Shares on issue Cash Various options A$0.19 A$1.9B Zero 10.0B A$98.2M 42M 14 July 2023 14 July 2023 31 March 2023 14 July 2023 31 March 2023 14 July 2023 52 week high $0.375, low $0.13 (excludes $200m placement in May 20
Slide 6: Board and Senior Management
Board and The right blend of mining and corporate experience to deliver Senior Management Brett Lynch Paul Crawford James Brown Allan Buckler Guy Belleau Managing Director & Executive Director & Non-Executive Non-Executive Chief Executive Officer, Chief Executive Officer Company Secretary Director D
Slide 7: Section – Projects
Section Profile 02 Projects Outlook ASX:SYA | OTCQB:SYAXF 7
Slide 8: Québec Lithium: Abitibi and Northern Hubs
Abitibi and Northern Hubs Québec Lithium N North American Lithium (NAL) Measured & Indicated + Inferred Abitibi Mine and concentrator Resource1 Hub Future carbonate plant Authier Project 75.4Mt @1.18% Li2O Long-life deposit 30km from NAL Target Annual Production Tansim Project 226,000t Exploration p
Slide 9: NAL concentrate production ramp-up
Speed North American Lithium (NAL) First 30,000 tonnes produced ahead of schedule Concentrate production ramp-up 01 Production First saleable (commercial grade) spodumene underway concentrate produced in March 2023 NAL Concentrator Production Tonnes spodumene concentrate Shipments Concentrate produc
Slide 10: NAL: DFS proves value as NPV doubles
North American Lithium (NAL) NAL ownership: Sayona 75% | Piedmont 25% DFS proves value as NPV doubles 20 Years US$691/t 2 US$1,026M 4 Mine Life Cash Cost incl. Authier After-tax NPV8% (per tonne of concentrate) 226,000t 1 Annual Concentrate Production US$740/t 2,545% AISC excl. Authier After-tax IRR
Slide 11: NAL: Lithium carbonate study swells NAL value
North American Lithium (NAL) NAL ownership: Sayona 75% | Piedmont 25% Lithium carbonate study swells NAL value 16 Years US$11,567/t 2 US$1,539M 4 Plant Life Cash Cost incl. SC6 transfer After-tax NPV8% (per tonne of carbonate) 23,610t Annual Carbonate US$11,997/t 2 Production AISC incl. SC6 transfer
Slide 12: Abitibi Hub: Growth and transformation
Size Abitibi Hub 50,000m drill campaign in 2023 across Growth and transformation NAL and Vallée Lithium Project 01 Increase Sayona will blend ore extracted from Authier with resources and NAL ore to enhance plant performance and production economics 35,000m drilling planned across NAL Define larger
Slide 13: Abitibi Hub Timeline
Speed Abitibi Hub Brownfield asset with quick pathway Timeline1 to production H2 FY23 H1 FY24 H2 FY24 H1 FY25 H2 FY25 H1 FY26 H2 FY 26 H1 FY27 North American Lithium First concentrate production ★ Concentrate shipments Resource expansion Carbonate plant feasibility, permitting & construction First c
Slide 14: Northern Hub: Moblan resource
Moblan ownership: Sayona 60% | SOQUEM 40% Northern Hub Moblan resource One of North America’s single largest lithium resources 01 Mineral resource Measured & Indicated + 51.4Mt High potential to identify Moblan Resource Inferred Resource1 @ 1.31% Li20 further stacked pegmatite DFS due Upgrade lenses
Slide 15: Northern Hub: Moblan – further drilling
Speed Northern Hub Moblan – further drilling Targeting high grade, low strip ratio operation 01 Further drilling New, near surface pegmatite systems may be present 2023 and combine with the Moleon pegmatites 400m eastwards High potential for repetitions of flat lying South pegmatite style system at
Slide 16: Northern Hub: Troilus claims acquisition offers 985km2
Size Northern Hub Possible enhanced prospectivity for large scale pegmatite discoveries Growth and transformation Troilus claims acquisition offers 985km2 opportunity for discovery and resource expansion in Northern Hub Troilus claims acquisition comprises 1,824 claims spanning 985 sq km, more than
Slide 17: Northern Hub Timeline
Speed Northern Hub Sayona will deliver the Northern Hub with the speed Timeline1 and agility that served to fast-track Abitibi’s production H2 FY23 H1 FY24 H2 FY24 H1 FY25 H2 FY25 H1 FY26 H2 FY 26 H1 FY27 H2 FY27 Future Moblan Resource update ★ Feasibility Permitting/construction Concentrate product
Slide 18: Section – Outlook
Section Profile 03 Projects Outlook ASX:SYA | OTCQB:SYAXF 18
Slide 19: Investor milestones
Investor milestones Completed Milestones Future Milestones NAL acquisition Additional NAL offtake agreements Moblan acquisition NAL first spodumene shipment NAL PFS Exercise of earn-in option for Vallée JV Troilus claims acquisition NAL carbonate Definitive Technical Study Jourdan claims acquisition
Slide 20: Connect with us
Sayona Mining Limited Level 28, 10 Eagle Street info@sayonamining.com.au ACN 091 951 978 Brisbane, Queensland, sayonamining.com.au ASX:SYA 4000 OTCQB:SYAXF Australia Connect with us. Brett Lynch Managing Director info@sayonamining.com.au Join the conversation Follow us Subscribe to our e-news: +61 (