Slide 1: NeXTek 2016 Presentation
ASX Announcement NeXTek 2016 Presentation For personal use only 19.07.2016 ASX ANNOUNCEMENT Australian Vanadium Limited (ASX: AVL, “the Company” or “AVL”) is pleased to provide a copy of Managing Director, Vincent Algar’s presentation, which will be given at the Australian Vanadium Limited NeXTek 20
Slide 2: Innovating from the Resource Upwards
For personal use only Innovating from the Resource Upwards NeXTek Conference Perth 2016 Vincent Algar Managing Director
Slide 3: Disclaimer
Disclaimer For personal use only The views expressed in this presentation contain information derived from publicly available sources that have not been independently verified. No representation or warranty is made as to the accuracy, completeness or reliability of the information. Comment It is com
Slide 4: Overview
Overview For personal use only • AVL is a renewable energy metal focused ASX listed company • Significant vanadium project with large, high-grade Measured, Indicated and Inferred resources at Gabanintha, Western Australia • Believe energy storage market will disrupt global renewable energy metal sup
Slide 5: Corporate Snapshot
Corporate Snapshot Capital structure and major shareholders For personal use only Key Statistics (as at 15/7/16) Ordinary shares on issue 1002.1m Options on issue (ex at 1.47c 258.3m expire Dec 2017) AVL Share Price History Listed Options (ex at 2.c exp 235.8m Dec 2018) AVLO $0.020 160,000,000 $0.01
Slide 6: AVL Vertical Integration Strategy
AVL Vertical Integration Strategy For personal use only Australian Vanadium Ltd Construct Energy Storage Steel Market Electrolyte Plant Market Develop Gabanintha V-Ti-Fe Project Vanadium Steel Vanadium V2O5 Battery and Market Products Battery Market Electrolyte Renewable Energy (V2O5 and FeV) produc
Slide 7: Innovation Overview
Innovation Overview For personal use only Project Innovation • Drilling management • Detailed mineralogy • Density analysis (current being completed) Process Innovation • Review of non-standard processing option • Inclusion of new product streams at mine site location (Electrolyte quality purificati
Slide 8: Globally Significant Project
For personal use only Globally Significant Project 7
Slide 9: Gabanintha Vanadium Project
Gabanintha Vanadium Project Excellent project location and significant additional resource potential For personal use only 8
Slide 10: Gabanintha Vanadium Project
Gabanintha Vanadium Project High grade resource in favourable mining jurisdiction in Murchison of WA For personal use only • One of the highest-grade vanadium deposits currently being advanced globally; • JORC 2012 compliant total resource of 91.4Mt @ 0.82% V2O5, 10% TiO2 and 35% Fe • Separate high-
Slide 11: Gabanintha Vanadium Project
Gabanintha Vanadium Project Discrete high-grade zone, simple geometry, suitable for open pit mining For personal use only 10
Slide 12: Vanadium Resource
Vanadium Resource Large high-grade resource For personal use only JORC Million In situ bulk Material Resource V2O5 % Fe% TiO2 % SiO2 % Al2O3 % LOI% Tonnes density Class High grade Measured 7 3.73 1.09 43 12 10 8 3.4 Indicated 4.3 3.29 1.07 41 12 12 9 4.6 Inferred 45.5 3.67 0.97 42 11 12 8 2.8 Subtot
Slide 13: Project Innovation
Project Innovation Work at Project level to improve outcomes during drilling, resource For personal use only • Drilling management – use of satellite internet, daily reporting and logging status reporting. • Detailed mineralogy study with UWA CET including polished and thin sections, oxidation studi
Slide 14: Processing Plant Power Options
Processing Plant Power Options Large Scale Solar PV and Concentrated Solar as options for Gas For personal use only replacement • Gas pipeline access essential for large scale mining projects to keep power costs down. Gas pipelines are expensive to build, maintain and contracts are very long term •
Slide 15: Vanadium Markets: Energy Storage
For personal use only Vanadium Markets Energy Storage 14
Slide 16: Vanadium in Energy Storage
Vanadium in Energy Storage For personal use only “Energy storage has the potential to transform our entire energy system.”– Clean Energy Australia 15
Slide 17: Vanadium in Energy Storage
Vanadium in Energy Storage Unique characteristics of Vanadium Redox Batteries (VRBs) For personal use only • Flow Battery Technology well established and at commercial deployment status • VRBs provide a way to store and re-supply renewable energy. Their very high capacity is ideal for large-scale en
Slide 18: Vanadium in Energy Storage
Vanadium in Energy Storage For personal use only Battery technology–Defining the space for flow battery technology Vanadium Flow Batteries are Energy Batteries that provide a unique ability to significantly time-shift very large amounts of previously generated energy. Source: GILDEMEISTER Energy Sto
Slide 19: Vanadium vs Lithium: Key Comparisons
Vanadium vs Lithium : Key Comparisons For personal use only Vanadium Flow Battery Lithium (Li-ion) Energy Battery – store large amounts of Power Battery – ideal for shorter term high energy for later use power application Energy stored in Electrolyte Tanks All energy stored in cell Stable – non-flam
Slide 20: Redox Battery Market Beckons in Australia
Redox Battery Market Beckons in Australia Can the VRB be the ultimate grid energy storage solution for For personal use only Australia? • Rising power costs: VRB can reduce power bills by peak off-peak shifting and demand management • Australia has world’s most extended networks: many fringe-of-grid
Slide 21: Key Partnerships in Place to Grow Strategy
Key Partnerships in Place to Grow Strategy AVL is on track to achieving vanadium storage market objectives with For personal use only excellent market and technology companies • GILDEMEISTER energy • Sun Connect is an Australia-wide • C-Tech Innovation is a UK research storage GmbH developed the com
Slide 22: Local Value Addition in V-electrolyte
Local Value Addition in V-electrolyte Vanadium Electrolyte Production at the source de-risks and adds options For personal use only » Vanadium Electrolyte is battery “fuel” » Mild acid solution of V2O5 with all oxidation states available for electron transfer. » Can be produced in stand-alone plant
Slide 23: Vanadium Markets: Steel
For personal use only Vanadium Markets Steel 22
Slide 24: Vanadium Markets - Steel
Vanadium Markets - Steel Despite reduced rate of steel production, demand for For personal use only vanadium continues to grow. Steel remains a price 3% driver for vanadium 4% Steel Alloy Titanium Alloy • Steel is primary market (92% of vanadium Chemical Catalyst consumption) Other • Addition of 0.2
Slide 25: Australian Vanadium: Investing in storage metals of the future
Australian Vanadium: Investing in storage metals of the future For personal use only AVL is an active company advancing a unique integration strategy for vanadium Highlights • Quality, grade and tonnage of Gabanintha resource can support a long life, low cost operation • Detailed mineralogy and meta
Slide 26: Vincent Algar, Managing Director
For personal use only Vincent Algar Managing Director Telephone: +61 (8) 9228 3333 Email: info@australianvanadium.com.au Website: australianvanadium.com.au Office Location: 129 Edward Street, Perth Western Australia 6000 27