Lightning Minerals Limited · ASX:L1M
Lightning Minerals — Investor Presentation (October 2024)
30 slides from Lightning Minerals's investor presentation, Oct 25, 2024
Slide 1: Strategic Growth in Brazil
For personal use only STRATEGIC GROWTH IN BRAZIL Aggressively Developing Opportunities in Lithium Valley 25 October 2024 lightningminerals.com.au ASX : L1M
Slide 2: Important Notice and Legal Disclaimer
Important Notice and Legal Disclaimer This presentation has been prepared by Lightning Minerals Ltd ACN 656 005 122 (‘Company’) to provide readers No representation or warranty, express or implied, is given as to the fairness, accuracy, completeness, correctness, with background information only to
Slide 3: Capital Structure and Team
Capital Structure and Team $0.064 $6.6M $2.6M 103M 37M 17M 46M 56% For personal use only Share Price (24 Oct 24) Market Cap Cash (30 Sep 2024) Shares on Issue Listed Options Unlisted Options Performance Rights Top 20 Shareholders Alex Biggs Craig Sharpe Francesco Cannavo MANAGING DIRECTOR INTERIM NO
Slide 4: Why Lightning Minerals?
Why Lightning Minerals? For personal use only Lightning Minerals is a strong supporter of the Lithium thematic, having capitalised on opportunities in the Lithium sector through establishing a strong business foundation in Brazil at the optimal time. Exploration across a suite of highly prospective
Slide 5: Global Lithium Exploration
Global Lithium Exploration Building Our Presence in the Top Lithium Regions Globally For personal use only ASX : L1M Source: www.statista.com
Slide 6: The Electric Revolution and Critical Minerals Market
The Electric Revolution and Critical Minerals Market For personal use only We Believe in the Lithium Thematic and its Longevity Policy Driven Change A substantial rise in critical minerals is needed to swiftly deploy clean energy technologies as per global government policies. 42x Projected Growth i
Slide 7: Minas Gerais - Brazil: The Emerging Lithium Superpower
Minas Gerais - Brazil Minas Gerais, Brazil The Emerging Lithium Superpower For personal use only World’s fifth largest Lithium exporter in 2023 and growing with Lithium Valley being one of the world’s premier lithium regions Minas Gerais government supporting investment and development through Inves
Slide 8: Why Brazil? An Emerging Superpower
Why Brazil? An Emerging Superpower Largest economy in For personal use only GDP grown from $1.92 trillion in Latin America, 10th largest 2022 to an estimated $2.33 in the world. Member of trillion in 2024 BRICS Predominantly youthful Recognised potential in workforce presents opportunities for emerg
Slide 9: Brazil's Lithium Valley
Brazil’s Lithium Valley For personal use only Undervalued Lithium Projects Capitalise on high-potential assets at attractive prices, leveraging current market conditions. World-Class Lithium Hub Brazil's leading state for mineral extraction, hosts two of the largest Lithium projects in the Americas.
Slide 10: Brazil: A Clear Path to Mining
Minas Gerais - Brazil Brazil: A Clear Path to Mining SGML LRS LRS SGML For personal use only Discovery Discovery Maiden MRE Mining Pre-2017 JAN 2019 MAR 2022 MAY 2022 DEC 2022 DEC 2022 APR 2023 AUG 2024 Proposed Maiden MRE Discovery Maiden MRE Acquisition by PLS SGML LTH LTH LRS Sigma Lithium (NASDA
Slide 11: Lithium Valley: The Eastern Brazilian Pegmatite Province
Lithium Valley: The Eastern Brazilian Pegmatite Province For personal use only Undervalued Lithium Projects: Capitalise on high-potential Existing Workforce and Operational Synergies: assets at attractive prices. Leverage the current market Team with on ground experience and discovery track conditio
Slide 12: Caraíbas, Canabrava and Esperança Projects
Minas Gerais - Brazil Caraíbas, Canabrava and Esperança Projects For personal use only Location 4,400 Ha in the Eastern Brazilian Pegmatite Province “Lithium Valley” of Minas Gerais. 20km south of Latin Resources’ (ASX: LRS) Colina project (70.9Mt @ 1.25% Li2O) and north of Sigma Lithium’s (NASDAQ:
Slide 13: Phase 1 Soil Sampling at Canabrava
Minas Gerais - Brazil Phase 1 Soil Sampling at Canabrava Positive Phase 1 Soil Sampling Peak assay results up to 113ppm Lithium For personal use only Multiple assays >60ppm Lithium (Background levels are 40-50ppm Lithium) Identification of multiple pegmatite outcrops Area was identified as a priorit
Slide 14: Western Australia: The World's Number One Lithium Producer
Western Australia - Australia Western Australia The World’s Number One Lithium For personal use only Producer Western Australia represented 47% of the world’s lithium supply in 2023 Team experienced in lithium exploration within Australia Well-developed Lithium expertise, infrastructure and project
Slide 15: Dundas Projects
Western Australia - Australia Dundas Projects Two Project Areas Located in the emerging Lithium super province in Western Australia, close to major For personal use only Resource projects and infrastructure. Location Northern tenements 30km east of Bald Hill (26.5Mt at 1.0% Li2O). Southern tenements
Slide 16: Dundas Results and Further Drill Target Generation
Western Australia - Australia Dundas Results and Further Drill Target Generation Strong Lithium For personal use only results and indicators further justify exploration across multiple targets on Southern and Northern E63/2001 Dundas tenements Initial exploration work identified 28 geophysical targe
Slide 17: Quebec, Canada: A Lithium Powerhouse
Quebec - Canada Quebec, Canada A Lithium Powerhouse For personal use only Over 300Mt+ Lithium Resources at high Li2O grades recently defined. Team experienced in Canadian exploration, discovery and project growth. Strategic location as a North American battery minerals hub. ASX : L1M
Slide 18: Dalmas Project
Quebec - Canada Dalmas Project Size For personal use only 47km2 Location 150km east of Patriot Battery Minerals' Corvette Lithium project (ASX:PMT and 45km east of Winsome Resources' Adina Lithium project (ASX: WR1). Target 113 multispectral targets with 4 discrete clustered areas of interest. Previ
Slide 19: Hiver Project
Quebec - Canada Hiver Project For personal use only Size 32km2 Location Adjacent to Megado Resources' Cyclone Lithium project (ASX: MEG). Target 52 multispectral targets with 4 discrete clustered areas of interest. Previously mapped outcropping pegmatite lithologies occur on the tenement5,6 Plans Ph
Slide 20: Timeline of Work
Timeline of Work Q4 24 BRAZILuse only Q1 25 Q2 25 Q3 25 Phase 1 and 2 soil sampling Drill target generation Drilling assays Phase 2 drilling Thesis development Phase 1 drilling Phase 2 drill target planning and Drilling assays generation personal Drill target planning and generation Thesis developme
Slide 21: Invest in Lightning
Invest in Lightning For personal use only Growth Strategy Active exploration and consolidation strategy in tier-1 jurisdictions in a relevant and growing sector. Systematic approach to exploration across all projects. Experienced Team Multi-disciplined team. Proven track records of company growth an
Slide 22: For more Information
For personal use only For more Information Alex Biggs Managing Director alex@lightningminerals.com.au www.lightningminerals.com.au Authorised by the Board of Directors ASX : L1M
Slide 23: Appendices
For personal use only ASX : L1M Appendices
Slide 24: Appendix – Other Projects
Appendix 1 – Other Projects Tenement centred 30km east-southeast of Leonora Jindalee/Newmont JV For personal use only Mailman Hill drilling in 2003 120km2 Au Drilling and sampling up to 2015 provided anomalous results Directly south of Cavalier Resources' (ASX: CVR) Crawford gold project (E37/1408)
Slide 25: Appendix 2a – Caraíbas and Canabrava Project Images
Appendix 2a – Caraíbas and Canabrava Project Images For personal use only A B C Photograph of sample VLR1269 showing lepidolite Photograph of sample BLR237 showing Photographic example of workings located within the larger Caraíbas minerals within pegmatite sample. lepidolite minerals within pegmati
Slide 26: Appendix 2b - Esperança Project Images
Appendix 2b - Esperança Project Images For personal use only Geology team at the Esperança Project during site trip in June 2024 ASX : L1M
Slide 27: Appendix 3: Lithium in Soil Results Dundas
Appendix 3: Lithium in Soil Results Dundas Dundas South (E63/2000) Dundas North (E28/3027 and E28/3028) For personal use only ASX : L1M
Slide 28: Appendix – Dalmas and Hiver Pegmatites
Appendix 4 – Dalmas and Hiver Pegmatites For personal use only Dalmas and Hiver Pegmatite Discovery16 Left: Pegmatite containing potential beryl (±Apatite?) mineral within Dalmas Project (Pen lid for scale, 316859mE, 5943604mN, WGS 84/UTMZ19N), Right: Quartz Feldspathic pegmatite sample taken from H
Slide 29: Appendix – Relevant Announcements
Appendix 5 – Relevant Announcements For personal use only 1ASX announcement 09 February 2023 - Geophysical Interpretation Identifies 28 Target Areas 2ASX announcement 23 March 2023 - Lithium Soil Anomaly Identified at Dundas South Project 3ASX announcement 23 January 2023 - Soil Sampling Identifies
Slide 30: Appendix – Top Shareholders (As at Oct 24)
Appendix 6 – Top 20 Shareholders (As at 09 Oct 24) Position Holder Holding % Position Holder Holding % 1 BELLRAY HOLDINGS PTY LTD 11,791,454 11.41 11 TWO TOPS PTY LTD 1,398,387 1.35 For personal use only 2 TORONGA PTY LTD 10,900,000 10.55 12 SCINTILLA STRATEGIC INVESTMENTS LTD 1,278,871 1.24 3 S3 CO
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