Kingsland Minerals Ltd. · ASX:KNG
Kingsland Minerals — Resources Rising Stars Conference – Adelaide 2025
26 slides from Kingsland Minerals's conference presentation, Apr 11, 2025
Slide 1: ASX Announcement: RRS Gather Round Conference Adelaide Presentation - Amended
ASX ANNOUNCEMENT 11 APRIL 2025 RRS Gather Round Conference Adelaide Presentation- Amended Kingsland Minerals Limited (ASX:KNG) (“KNG” or the Company) refers to the Presentation announced to the ASX dated 9 April 2025. An amended presentation is attached. Slide 18 contains the reference for the Bench
Slide 2: Developing Australia's Tier 1 Graphite Deposit
ASX: KNG Developing Australia’s Tier 1 Graphite Deposit April 2025 Resources Rising Stars Conference – Adelaide
Slide 3: Disclaimers
Disclaimers Nature of this document: The purpose of this presentation is to provide general information about Kingsland Minerals (ACN 647 904 014) (the ‘Company’). Unless otherwise stated herein, the information in this presentation is based on the Company’s own information and estimates as of the d
Slide 4: Why invest in Kingsland Minerals?
Why invest in Kingsland Minerals? Kingsland 100% Leliyn Exploration Successful Mineral Resource 250km from Strategic partnership owns the Leliyn Target of 700Mt – metallurgical is near surface Darwin port with with Quinbrook Graphite Project 1,100Mt @ 7-8% testwork delivered and amenable to rail/roa
Slide 5: Australian Graphite Deposits
Australian Graphite Deposits Leliyn is ideally located with access to Darwin and International markets Excellent location in the Pine 2 Creek mining district 250km from Darwin Port with rail/road access Existing infrastructure with a long history of mining and exploration 1 Leliyn is ideally placed
Slide 6: Infrastructure in Place
Infrastructure in Place Existing Infrastructure Rail loading area used for Frances Creek Iron Ore Mine in 1970’s Haulage road from Frances Creek to rail loading area. Sealed Kakadu and Stuart Highways 110 kV power line Gas pipeline Pine Creek, accommodation, fuel etc Frances Creek Iron O
Slide 7: Leliyn Graphite Project
Leliyn Graphite Project Mineral Resource Area with drilling to date and location of cross-section Infill Drilling Area Indicated Mineral Resource 6
Slide 8: Leliyn Graphite Project
Leliyn Graphite Project Indicated Mineral Resource Infill drilling only targeted a 600m Classification Tonnes Grade % TGC Tonnes Graphite long section of graphitic schist Indicated 12,300,000 7.9 1,000,000 Inferred 180,200,000 7.2 13,000,000 TOTAL 192,500,000 7.3 14,000,000 At this stage only focuss
Slide 9: Maiden Mineral Resource Estimate
Maiden Mineral Resource Estimate Leliyn is Australia’s largest graphite deposit – with exceptional upside • Updated Mineral Resource of 192.5mt @ 7.3% TGC 140 m containing 14.0Mt graphitic carbon released in April 2025 • Massive upside along remaining 16km of strike for additional resources • Outcro
Slide 10: Updated Exploration Target
Updated Exploration Target Leliyn is a globally significant graphite deposit – ability to optimise resource • Updated Exploration Target of 700 – 1,110Mt @ 7-8% TGC for 50-90Mt of contained graphitic carbon released in June 2024 • Only 25% (4.7km) of total graphitic schist unit has been drilled, ide
Slide 11: Leliyn Graphite Metallurgical Test-work
Leliyn Graphite Metallurgical Test-work Flotation test-work has produced a commercial grade concentrate >94% TGC. Important milestone as metallurgical testwork proves that Leliyn can produce a marketable product. Test-work ongoing to optimise flotation flowsheet. Bulk concentrate sample sent to Germ
Slide 12: Leliyn Graphite Processing
Leliyn Graphite Processing MINE Conventional GRAPHITIC SCHIST open cut truck and shovel MINE SITE PINE CREEK PROCESSING By Crush, Grind and Float KINGSLAND to produce ~94% con (Truck/rail to Darwin) MICRONISE Process graphite flakes to consistent size PROCESSING SPHERONISE FACILITY Shape graphite fl
Slide 13: Graphite Demand driven by Electric Vehicles and Battery Energy Storage Systems
Graphite Demand driven by Electric Vehicles and Battery Energy Storage Systems EU, UK, China ban ICE by 2035 | nearly 10% of new car sales in Aust are EV’s or PHEV’s¹ Increasing EV car sales Typical EV battery contains: will drive increasing graphite demand Graphite Cobalt Iron 4% Lithium 3% 3% 28%
Slide 14: Graphite Demand driven by Electric Vehicles
Graphite Demand driven by Electric Vehicles EV’s driving demand growth – demand to outstrip supply Global Flake Graphite Demand by Sector (tonnes) Battery market to grow from current ~55% of total graphite demand to 70% in 2030 and 85% in 2040. Increased demand combined with supply limitations will
Slide 15: Graphite Demand driven by Large Scale Storage
Graphite Demand driven by Large Scale Storage BESS driving demand growth – demand to outstrip supply Large Scale Battery Energy Storage Systems to provide grid stability. Infrastructure Investor Power for large Data Storage centres. Quinbrook leading the way for these facilities in Australia. Austra
Slide 16: Graphite Supply
Graphite Supply Public policy driving procurement of graphite supply outside of China United States Transition rules in place for graphite sourcing • No graphite from FEOC (inc. China) from 2027 • OEMs must demonstrate how they will source compliant graphite from 2027 to qualify for IRA rebates 25%
Slide 17: Strategic Partner – Quinbrook Infrastructure Partners (QIP)
Strategic Partner – Quinbrook Infrastructure Partners (QIP) Who are Quinbrook? Quinbrook Infrastructure Partners is a specialist investment manager focused exclusively on the infrastructure needed to drive the energy transition in the UK, US, and Australia What do Quinbrook do? Quinbrook is led and
Slide 18: Strategic Partner – Quinbrook Infrastructure Partners (QIP)
Strategic Partner – Quinbrook Infrastructure Partners (QIP) Rationale of investment • Establishment of a domestic, integrated mining, processing and downstream processing stream • Minimise jurisdictional risk: mining and downstream processing are both located in the Northern Territory • Reduction of
Slide 19: Graphite Price
Graphite Price Graphite demand and supply constraints: graphite price will respond Source: Benchmark Mineral Intelligence: Graphite Price Assessment Current price for fine flake graphite at 9-year lows 18
Slide 20: Kingsland Minerals – Going Forward
Kingsland Minerals – Going Forward Indicated Mineral Resources Estimate Leliyn • Infill drilling upgraded to Indicated classification Marketable concentrate >94% • Commercial grade concentrate at 80% recovery COMMENCED Advanced graphite metallurgy test-work Due mid 2025 • Assess optimal end-use for
Slide 21: Leliyn Graphite
Leliyn Graphite Globally significant Leliyn has scale, Leliyn has Strategic graphite deposit, MRE Ind. and Inf. location, NT Partnership tier one project in a of 192.5mt @ Australia is ideal with a healthy tier one location 7.3% TGC for export to Asia balance sheet 20
Slide 22: Kingsland (ASX:KNG) Corporate Snapshot
Kingsland (ASX:KNG) Corporate Snapshot Capital Structure Board of Directors Managing Director, MSc (Mineral Economics), BAppSc (Geology), Grad Dip Share Price $0.12 (Finance & Investment), FAusIMM, GAICD • Geologist with 30+ years of mining, development and exploration experience • Geology Manager o
Slide 23: Appendix 1 - Australian Graphite Deposits
Appendix 1- Australian Graphite Deposits TOTAL MINERAL RESOURCE Measured Indicated Inferred ASX Code Deposit Company Country Contained Contained Contained Contained ASX Source Tonnes Grade TGC% Graphite Tonnes Grade TGC% Graphite Tonnes Grade TGC% Graphite Tonnes Grade TGC% Graphite KNG KNG Leliyn L
Slide 24: Appendix 2 - Global Graphite Deposits
Appendix 2- Global Graphite Deposits TOTAL MINERAL RESOURCE Measured Indicated Inferred Ticker Code Company Deposit Country Grade Contained Grade Contained Grade Contained Grade Contained ASX Source Date Tonnes Tonnes Tonnes Tonnes TGC% Graphite TGC% Graphite TGC% Graphite TGC% Graphite SYR Syrah Re
Slide 25: Competent Persons Statement
Competent Persons Statement Information regarding the Mineral Resource Estimate for the Leliyn Graphite Deposit is extracted from the report ‘Leliyn Delivers Indicated Resource’ created on 8 April 2025. This report is available to view on www.kingslandminerals.com.au or on the ASX website www.asx.co
Slide 26: Contact
ASX: KNG Contact www.kingslandminerals.com.au info@kingslandminerals.com.au +61 8 9381 3820
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