Lincoln Minerals Limited · ASX:LML

Lincoln Minerals — Investor Presentation (August 2015)

21 slides from Lincoln Minerals's investor presentation, Aug 26, 2015

  1. Slide 1: Delivering Australia's Highest Quality Graphite Project

    For personal use only Delivering Australia’s Highest Quality Graphite Project LINCOLN MINERALS LIMITED ASX : LML Kookaburra Gully Trench 4 www.lincolnminerals.com.au 12m @ 20.5% graphi=c carbon

  2. Slide 2: Important Notice

    Important NoIce For personal use only This presenta=on has been prepared by Lincoln Minerals Limited (“LML") and Australian Graphite Pty Ltd (“AGL”) as an aid to a spoken explana=on. It should not be considered as an offer or invita=on to subscribe for or purchase any securi=es in LML or AGL nor as a

  3. Slide 3: Corporate Snapshot

    Corporate Snapshot • A focused emerging graphite producer with For personal use only ASX Code LML key projects on SA’s Eyre Peninsula – a proven world-­‐class flake graphite province Market CapitalisaIon A$11.8 million • Mining lease applica=on being processed by Shares on issue 268.4 million SA Gove

  4. Slide 4: Investment Case

    Investment Case • Focused graphite developer with Australia’s highest quality graphite deposit For personal use only • Flagship assets ideally located in close proximity to necessary infrastructure • Flagship Kookaburra Gully Graphite Project • Very high-­‐grade deposit ranked in the world’s top 10

  5. Slide 5: Graphite Market Fundamentals

    Graphite Market Fundamentals STRONG GROWTH MARKET For personal use only • US$13.6 billion global market • Growth since 2002 has been approx. 7.5% each year and forecast to grow 3.7% each year (CAGR) from 2014 un=l 2020 • Expected to reach US$17.56 billion in 2020 • Demand for graphite and graphene p

  6. Slide 6: Graphite Market Fundamentals: Battery & Energy Storage

    Graphite Market Fundamentals BATTERY & ENERGY STORAGE COMMERCIALISATION For personal use only • Graphite is a key input in the manufacture of lithium-­‐ion bareries • Bareries widely used in electric vehicles, smart phones, portable computer devices and more – ba_ery backup for solar powered homes a

  7. Slide 7: Graphite Market Fundamentals: Electric Car Market

    Graphite Market Fundamentals ELECTRIC CAR MARKET For personal use only • Demand forecast to increase, driven largely by government plans to increase hybrid & electric cars • Currently 270,000 electric cars in China – government goal is to increase this to at least 5 million by 2020 • Tesla (USA) pro

  8. Slide 8: Graphite Market Fundamentals: Tesla-Zen Solar Battery Storage

    Graphite Market Fundamentals TESLA-­‐ZEN SOLAR BATTERY STORAGE MARKET For personal use only • Tesla stated that response to their barery announcement in May 2015 has been “crazy off the hook,” with 38,000 reserva=ons for the Powerwall and 2,500 reserva=ons for the higher-­‐capacity Powerpack. • “We’r

  9. Slide 9: Graphite Market Fundamentals: Grid-Scale Graphite Storage Systems

    Graphite Market Fundamentals GRID-­‐SCALE GRAPHITE STORAGE SYSTEMS For personal use only • Tesla Energy u=lity scale systems (USA): 100kWh barery blocks are grouped to form 500kWh to 10MWh+ systems to accept energy from grid, solar, wind etc power and feed it back into the grid using bi-­‐direc=onal

  10. Slide 10: World Class Graphite Assets

    World Class Graphite Assets For personal use only Significant acreage posi=on in the graphite-­‐rich Eyre Peninsula in South Australia – ranked 19 as world’s most arrac=ve des=na=on for mining investment by Fraser Ins=tute Lincoln Minerals Limited Emerging Graphite Producer

  11. Slide 11: Kookaburra Gully High-grade and Quality Graphite Resource

    Kookaburra Gully High-­‐grade and Quality Graphite Resource For personal use only JORC Mineral Resource: • 2.2 Mt Indicated and Inferred at 15.1% TGC (5% TGC cutoff) • or 3.16 Mt Indicated and Inferred at 11.5% TGC (2% TGC cutoff) Global Resources by Graphite Grade Skaland,#Norway# Nunasvaara,#Sweden#

  12. Slide 12: Kookaburra Gully – Robust Scoping Study

    Kookaburra Gully – Robust Scoping Study For personal use only • Small open pit & process plant (cf Uley Graphite Mine) = small environmental footprint • Process 250,000 tonnes per annum (tpa) ore Tumby • Produce up to 40,000tpa of high grade (93-­‐98% Bay TGC) graphite concentrate Kookaburra Gully R

  13. Slide 13: Kookaburra Gully Conceptual Mine Plan

    Kookaburra Gully Conceptual Mine Plan For personal use only Main components Legend ( ! Roundabout • Open pit mine Drainage channel D OA • Enclosed processing and MC 4372 TAR Natural channel OR storage sheds North West waste dump L AW South waste dump • Pit & all infrastructure total PIL Road approx.

  14. Slide 14: Kookaburra Gully – Robust Project Economics

    Kookaburra Gully – Robust Project Economics For personal use only Low capital investment less than $50 million and compeOOve cash operaOng costs AMC Conceptual Mine Plan $350.0$ (based on 2012-13 prices) Project#Cash#Flow#(pre;tax#A$m)# $300.0$ 2015 graphite price range for Kookaburra Gully $250.0$

  15. Slide 15: Upside potential with world-class assets

    Upside potenIal with world-­‐class assets For personal use only Project Current Status 2015-­‐ 2016 • Indicated & Inferred JORC Mineral • Pilot plant metallurgical studies Resource • Customer and market • 2.2 Mt @ 15.1% TGC development KOOKABURRA GULLY • Scoping studies completed • Obtain ML & appro

  16. Slide 16: Production to commence in CY2016

    ProducIon to commence in CY2016 2015 2016 Gully use only Q2 Q3 Q4 Q1 Q2 Q3 Q4 Drilling - Kookaburra Gully Extended Expl'n Resource Estimation Koppio KG Extended Mining Lease Application Government Approval Process Mining Lease Geotechnical surveys - drilling, testing personal Pilot Plant Processing

  17. Slide 17: Summary

    Summary • Focused graphite company with Australia’s highest quality graphite deposit For personal use only • Flagship assets ideally located in close proximity to necessary infrastructure • Flagship Kookaburra Gully Graphite Project • Very high-­‐grade deposit ranked in the world’s top 10 highest gr

  18. Slide 18: Thank You

    subsoil TSF For personal use only WRSF South pit ROM pad WRSF West process plant topsoil THANKYOU Dr. A. John Parker Managing Director LINCOLN MINERALS LIMITED +61 8 8274 0243 jparker@lincolnminerals.com.au Lincoln Minerals Limited Emerging Graphite Producer

  19. Slide 19: Appendix: References

    Appendix This presenta=on has been prepared by Lincoln Minerals Limited (“LML") as an aid to a spoken explana=on. The informa=on contained in this presenta=on is based on a number of public For personal use only statements, Quarterly Reports and ASX releases made by LML: References • Lincoln Mineral

  20. Slide 20: Kookaburra Gully Mineral Resource

    Kookaburra Gully Mineral Resource For personal use only Lincoln Minerals Limited Emerging Graphite Producer

  21. Slide 21: Koppio Mineral Resource

    Koppio Mineral Resource For personal use only Reference: Lincoln Minerals, 2015. Maiden graphite resource for second Lincoln deposit in SA’s Eyre Peninsula lifts total inventory by >50% in this world-class province. Lincoln Minerals limited, ASX Announcement 13 July 2015. Lincoln Minerals Limited Em

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