Kingsland Minerals Ltd. · ASX:KNG
Kingsland Minerals — Investor Presentation (May 2023)
27 slides from Kingsland Minerals's investor presentation, May 2, 2023
Slide 1: Large, Leveraged Australian Graphite Opportunity
KINGSLAND MINERALS Large, Leveraged Australian Graphite Opportunity May 2023 1
Slide 2: Important
Important 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 dat
Slide 3: Why Invest in Kingsland Minerals?
WHY INVEST IN KINGSLAND MINERALS? • Kingsland owns the Leliyn Graphite Project in the NT which hosts a 20km long outcropping graphitic schist • Large Exploration Target of 200-250mt @ 8-11% Total Graphitic Carbon for 16-27mt of contained graphite¹ • Graphite flake size up to 160 micron • Maiden dril
Slide 4: Why Invest in Kingsland Minerals?
WHY INVEST IN KINGSLAND MINERALS? • Tier 1 location close to existing port with direct rail access and close to major markets • Graphite market forecast to move into deficit this year on demand from lithium batteries for electric vehicles • Market cap at just $9m (20c), $2.5m cash, EV $6.5m, strong
Slide 5: Why Invest in Kingsland Minerals?
WHY INVEST IN KINGSLAND MINERALS? Graphite set for significant increase in demand and price. 2035 demand to increase by more than 600% from current supply levels An additional 95 mines required over next 12 years 5
Slide 6: Kingsland Minerals
KINGSLAND MINERALS Kingsland Minerals – developing a potential world class graphite project Located in the Northern Territory with excellent access and logistics. Close proximity to Darwin Port and Asian markets. 6
Slide 7: Excellent Location
EXCELLENT LOCATION Excellent location in the Pine Creek Allamber mining district 250km from Darwin Port with direct rail access Existing Infrastructure with a long history of mining and exploration 7
Slide 8: Why Graphite?
WHY GRAPHITE? Graphite’s electrical properties are utilized in batteries Graphite makes up about 30% by weight of lithium-ion batteries used in EV’s Growing demand for EV’s is directly linked to growing demand for Graphite, (as well as lithium, cobalt) Significant graphite supply shortage forecast o
Slide 9: Graphite Critical Mineral
GRAPHITE CRITICAL MINERAL Australia National Battery Strategy Graphite is a critical mineral in: Feb 2023 • Australia – no production “Critical minerals are crucial inputs to battery • Japan – no production technologies, so there are close links between the National • United States – no production B
Slide 10: Graphite Supply
GRAPHITE SUPPLY Graphite production Graphite Production 2021 900,000 traditionally dominated by 800,000 China. 700,000 600,000 China currently produces nearly all the coated Tonnes Graphite 500,000 spherical graphite used in 400,000 battery manufacturing 300,000 200,000 Consumers want 100,000 divers
Slide 11: Graphite Demand
GRAPHITE DEMAND Demand for graphite for battery application forecast to grow significantly. New production required now to fulfil this demand. Given time delays to add more supply, price set to rise We are here now 11
Slide 12: Graphite Price
GRAPHITE PRICE Price increases for -100 mesh (-150 micron) 94% TGC driven by demand for finer flake suitable for spheroidisation 12
Slide 13: Significant Graphite Discovery
LELIYN GRAPHITE Significant Graphite Discovery Leliyn has scale, Exploration Target of 200-250mt @ 8-11% TGC Leliyn has advantage, Tier 1 location Drilling now to prove up quality 13
Slide 14: Infrastructure in Place
INFRASTRUCTURE IN PLACE Existing Infrastructure Leliyn Graphite Project • Rail loading area used for Frances Allamber Creek Iron Ore Mine in 1970’s • Haulage road from Frances Creek to Frances Creek rail loading area. Iron Ore Project • Sealed Kakadu and Stuart Highways • 110 kV power line Union Ree
Slide 15: Leliyn Graphite
LELIYN GRAPHITE Carbonaceous sediments of the Masson Formation have been metamorphosed by intruding Cullen Granite forming graphitic schists. A total of 20km of this contact is contained within Kingsland tenements 15
Slide 16: Leliyn Graphite
LELIYN GRAPHITE Previous exploration has delineated high TGC grades along the 20km strike length. Previous drilling was not targeting graphite so reported intersections under-report true widths of graphitic schist and are not representative of TGC grade. They indicate the presence of high- grade gra
Slide 17: Leliyn Graphite
LELIYN GRAPHITE One diamond hole TALD001 was previously completed with samples taken for assay and thin section work. Drilling indicates a true thickness of ~100m to a depth of at least 300m. RC hole TAL130RC was not assayed for Graphite but intersected 156m of graphitic schist. 17
Slide 18: Leliyn Graphite
LELIYN GRAPHITE Sample TPOD2779 195.7m – 195.9m 13.8% TGC View under reflected light showing remobilised pyrrhotite (po) veins penetrating oriented flake graphite (gr) in the metamorphic matrix. Field of view – 2.2 mm. Flake size 10-120 micron, avg. 60 18
Slide 19: Leliyn Graphite: Petrographic Analysis
LELIYN GRAPHITE Petrographic Analysis Total Graphite Flake Size Flake size From (m) To (m) Length (m) Sample no. Content (TGC) % Range average (microns) (microns) Petrographic analysis indicates 61.50 61.60 0.10 TPOD2766 12.4 5 - 90 40 96.75 97.00 0.25 TPOD2767 10.5 20 - 120 70 graphite flake size u
Slide 20: Leliyn Graphite
LELIYN GRAPHITE TALD001 150.45m – 150.6m 14.6% TGC 70 micron average flake size 153.15m – 153.25m 12.8% TGC 90 micron average flake size 20
Slide 21: Leliyn Graphite: Exploration Target
LELIYN GRAPHITE Exploration Target Strike Length 5,000m Width 100m Depth 200m Density 2.5t/m³ 200 – 250mt @ 8 – 11% TGC Containing 16 – 27mt Graphite The quantity and grade of the Exploration Target for the Leliyn Graphite Project is conceptual in nature, there has been insufficient exploration to e
Slide 22: Drilling approvals received, drilling to commence in May
LELIYN GRAPHITE Drilling approvals received, drilling to commence in May. Rigs are mobilising to site 22
Slide 23: Outcropping Graphitic Schist
LELIYN GRAPHITE 23 Outcropping Graphitic Schist 23
Slide 24: Capital Structure
Capital Shares on issue (KNG) 45.0m Structure Options on issue (KNGO) 18.7m Cash March 31 2023 $2.5m Market Cap ($0.20) May 1 2023 $9.0m Listed: June 14 2023 Enterprise Value $6.5m Major Shareholders Bacchus Resources Pty Ltd 11.2% KINGSLAND Trafalgar Resources Pty Ltd 9.1% MINERALS Directors 21.0%
Slide 25: Board of Directors
Board of Directors Mal Randall Bruno Seneque Nick Revell Chairman BAppSc (Chemistry), FAICD Director, Company Secretary B Bus, Director BAppSc (Geology) CPA • Mr Randall holds a Bachelor of Applied Chemistry Degree • Geologist with 30 years mining • Corporate finance professional with and geology ex
Slide 26: Kingsland Minerals
KINGSLAND MINERALS Website www.kingslandminerals.com.au Email info@kingslandminerals.com.au Contact number +61 8 9381 3820 26
Slide 27: Competent Persons Statement
Competent Persons Statement The information in this report that relates to Exploration Targets, Exploration Results, Mineral Resources or Ore Reserves is based on information compiled by Richard Maddocks, a Competent Person who is a Fellow of The Australasian Institute of Mining and Metallurgy. Mr.
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