Loyal Metals Limited. · ASX:LLM
Loyal Metals — Investor Presentation (September 2022)
28 slides from Loyal Metals's investor presentation, Sep 15, 2022
Slide 1: Transitioning to a Lithium Led Battery Minerals and Technology Company
ASX:MMG TRANSITIONING TO A LITHIUM LED BATTERY MINERALS AND TECHNOLOGY COMPANY Investor Presentation SEPTEMBER 2022
Slide 2: Disclaimer & Forward Looking Statement
DISCLAIMER & FORWARD LOOKING STATEMENT The material in this presentation has been prepared by Monger Gold Ltd (“Monger Gold”) and is general background information about Monger Gold’s activities current as at the date of this presentation. This information is given in summary form and does not purpo
Slide 3: Meet Our New CEO – Adam Ritchie
MEET OUR NEW CEO – ADAM RITCHIE BEng (hon), MEng, CPEng Highly experienced lithium and development professional Over 20 years’ experience in the resources sector having held senior positions at Australia’s leading resources companies including Pilbara Minerals, FMG, Rio Tinto & BHP Former Project Di
Slide 4: Lithium Is Changing the Way We Walk, Talk and Live
LITHIUM IS CHANGING THE WAY WE WALK, TALK AND LIVE THIS IS JUST THE BEGINNING 4 4
Slide 5: We Are Transitioning to a Lithium Led Battery Minerals and Technology Company
WE ARE TRANSITIONING TO A LITHIUM LED BATTERY MINERALS AND TECHNOLOGY COMPANY WE AIM TO FIND, DEFINE, MINE AND REFINE ASSETS THAT CONSIDER THE FULL LITHIUM SUPPLY CHAIN NOT JUST RESOURCE POTENTIAL 5 5
Slide 6: Loyal Lithium
WE ARE TRANSITIONING LOYAL LITHIUM PROPOSED ASX CODE : LLI PENDING EGM APPROVAL – OCTOBER 2022 6
Slide 7: The Brisk Lithium Project
THE BRISK LITHIUM PROJECT JAMES BAY LITHIUM DISTRICT Quebec Canada Six prospects over 98.5km2 ü Hard Rock Capital (of North America) host to several known pegmatite outcrops ü In-Country Geo Partner (DG Resource Management) ü Downstream Battery Corridor (customers at doorstep)
Slide 8: Our In Country Geological Partners
OUR IN COUNTRY GEOLOGICAL PARTNERS DG Resource Management are geological project generators with a unique perspective on mineral exploration that has resulted in numerous grass roots discoveries across multiple commodities, including lithium, REE’s, uranium and specialty metals. DG Resource Manageme
Slide 9: Brisk Lithium – Project Identification
BRISK LITHIUM – PROJECT IDENTIFICATION 1 11 Favorable Host Rock Conditions Ideally aged granites with large structure/intrusions* BRISK 2 Mapped Pegmatites Quebec Government mapped pegmatites in host rocks LITHIUM 2 3 3 Indicator Minerology Appropriate indicator mineralogy of spodumene-bearing pegma
Slide 10: Brisk Lithium Project - Six Prospects – 98.5km2
BRISK LITHIUM PROJECT - SIX PROSPECTS – 98.5KM2 10
Slide 11: Brisk Lithium - Inaugural Exploration Project
BRISK LITHIUM - INAUGRUAL EXPLORATION PROJECT Cancet-Winsome BRISK LITHIUM Patriot Surface Exploration Traversing on Foot Geochemical Sampling • Low flying helicopter surface exploration • On ground prospecting of known and • Rock chip will undergo geochemical • Planned routes with landing targets t
Slide 12: Field Team 162km Flown 84km Walked
Field Team 162km Flown 84km Walked 93 Pegmatite Samples 12 12
Slide 13: Brisk Lithium – Area 1 Pegmatite Swarm
BRISK LITHIUM – AREA 1 PEGMATITE SWARM 13 13
Slide 14: Scotty Lithium Project
SCOTTY LITHIUM PROJECT ü Nevada USA (tier 1 & demand at doorstep) ü Twin Prospects (brine & sediment) ü Unique Solution (low energy solution) 14
Slide 15: Nevada Lithium Is Alive
NEVADA LITHIUM IS ALIVE • Multiple projects with $150m+ market cap • Adjacent Bonnie Claire Project with a 18.4Mt of LCE resource from 9 drill holes § Equivalent to a Hard Rock deposit greater than 700Mt @ 1% Li20 • President Biden's Inflation Reduction Act § Enforces a minimum level of locally sour
Slide 16: Scotty Lithium Project – Sediments Are in Play
SCOTTY LITHIUM PROJECT – SEDIMENTS ARE IN PLAY * Bonnie Claire Mineral Resource Estimate "Bonnie Claire appears to be a new type of deposit that has lithium compounds like lithium carbonate and lithium salts deposited within the fine grain clay, silt, and sand pore space. Although most of the sedime
Slide 17: Scotty Project – Unique Mining & Process Solution
SCOTTY PROJECT – UNIQUE MINING & PROCESS SOLUTION Bonnie Claire PEA Insights 1. Low Cost Bore Hole Mining • High pressure water liquifies lithium deposit • Waste pumped back into void 2. Particle Size Concentration • Lithium is stored within sub 20um particles • Large % of mass can be removed at sou
Slide 18: WA Projects: Exploring Options to Maximise Shareholder Value
WA PROJECTS: EXPLORING OPTIONS TO MAXIMISE SHAREHOLDER VALUE - DIVEST, JOINT VENTURE, OTHER? Cancet-Winsome BRISK LITHIUM Patriot Maiden Resource 16.4koz(2.5g/t) VHMS Potential Discovered Extensive Soil Anomaly • 45km southeast from Kalgoorlie - 16 • 50km southeast from Kalgoorlie - 13 • Located in
Slide 19: Our Journey to Date
OUR JOURNEY TO DATE Q3 ‘21 Q4 ‘21 Q1 ‘22 Q2 ‘22 Q3 ‘22 INCEPTION MONGER Nth MONGER Sth SCOTTY Li BRISK Li FUTURE ASX:MMG float Drilling at Monger VMS potential Scotty Lithium Brisk Lithium • 6th July 2021 North intercepts discovered at Project Nevada Project Quebec • $0.20 IPO Price up to 190.06 g/t
Slide 20: Lithium Supply Chain - We Know It
LITHIUM SUPPLY CHAIN - WE KNOW IT All lithium resources All lithium minerals Lithium is extracted and Battery ready products are governed have low in situ concentrates have low converted into a refined (qualified) by the OEMS (e.g. Ford, Tesla) grades grades speciality chemical for each specific che
Slide 21: Lithium Supply - We Know Where to Draw the Line
LITHIUM SUPPLY - WE KNOW WHERE TO DRAW THE LINE O M Regardless of resource type, all lithium concentrates have low grades Current practices result in large movements of waste around the world e.g. Ford & Tesla Resource Lithium Mine Concentrate Extract Purify Create MINE REFINE CATHODE Monger support
Slide 22: FY23 Strategic Business Plan - Three Pronged
FY23 STATEGIC BUSINESS PLAN - THREE PRONGED 1. Transition We are transitioning to a lithium led battery minerals and technology company Invest I Divest I Rebrand 2. Educate We believe the lithium supply chain is sub optimal and we plan to educate investors on a better way ue al History I Options I T
Slide 23: Transition to Lithium – Significant News Flow
TRANSITION TO LITHIUM – SIGNIFICANT NEWS FLOW Q3 2022 Q4 2022 Q1 2023 ONGOING Corporate Activity • FY23 Strategic Business Plan • Transition to Lithium • Value Creation Scotty Lithium Project (USA) • Soils Program (results) • MT Survey (readiness & execution) • Drilling Program (readiness & executio
Slide 24: We Are Transitioning
WE ARE TRANSITIONING ASX: MMG mongergold.com.au 602/566 St Kilda Road Melbourne VIC 3004 P: (08) 6245 2490 24 info@mongergold.com.au
Slide 25: Appendix A: Reference Slides
APPENDIX A: REFERENCE SLIDES WE ARE TRANSITIONING 25
Slide 26: Favourable Host Rock Conditions
FAVOURABLE HOST ROCK CONDITIONS The Archean Age 2640-2660Ma The Creation of Pegmatites Brisk has 2687/2690Ma host rocks. The intrusions where pegmatites are derived take 10s Ma to solidify allowing enough time for incompatible elements, like Lithium, to concentrate and migrate into intrusions. Tecto
Slide 27: Lithium – Is Now Political
LITHIUM – IS NOW POLITICAL The Inflation Reduction Act conditions the two-part credits on a certain percentage of materials used in a vehicle’s batteries being extracted, processed, manufactured and/or assembled in the US or in certain US-allied countries (e.g. Australia & Canada). • To qualify for
Slide 28: Lithium Resource Types – Take Aways
LITHIUM RESOURCE TYPES – TAKE AWAYS Apples for Apples All Low In-situ %Li All 3 are in Play Lithium resources are often The 3 main lithium resource types Recent market trends puts all quoted with different metrics, due are created by magma formations resource types into play: to the differing in-sit
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