Livium Ltd. · ASX:LIT
Livium — Lithium Australia — Investor Presentation (July 2024)
30 slides from Livium's investor presentation, Jul 16, 2024
Slide 1: ASX Announcement: Investor Presentation
ASX ANNOUNCEMENT 16 July 2024 Investor Presentation Lithium Australia Ltd (ASX:LIT) (“Lithium Australia” or the “Company”) is pleased to provide an updated Investor Presentation. No new information is disclosed in this presentation. A copy of the Investor Presentation is attached and can be viewed o
Slide 2: Energising a better world: Investor Presentation July 2024
For personal use only ASX : LIT Energising a better world Investor Presentation July 2024 Lithium Australia Limited securities are listed on Australian Securities Exchange (ASX Codes: LIT, LITOA, LITOB)
Slide 3: Disclaimer
Disclaimer This presentation is for information purposes only. Neither this presentation nor the information All forward-looking statements in this presentation are qualified by the foregoing cautionary For personal use only contained in it constitutes an offer, invitation, solicitation or recommend
Slide 4: CEO quote on strategic initiatives
“ We are proactively executing on our strategic initiatives, including 1) increasing utilisation rates and enhancing operational efficiencies in recycling, 2) making rapid progress with LieNA® JDA activities which is on track to be For personal use only completed in 2024, 3) actively pursuing commer
Slide 5: Lithium Australia's Unique Value Proposition
Lithium Australia’s Unique Value Proposition Energising a better world by leading and enabling the global transition to sustainable electrification For personal use only Strong partnerships Enhanced financial Rapid LieNA® Significant upside in place performance commercialisation potential Market lea
Slide 6: Where we focus today
Where we focus today Lithium Australia is scaling up in the growing battery industry and focused on high value opportunities across the lithium value chain For personal use only Exploration and Mining Lithium Chemicals Battery Materials Battery Manufacturing Battery Recycling Passive Joint Developme
Slide 7: Battery Recycling
For personal use only Battery Recycling ASX: LIT | July 2024 | www.investorhub.lithium-au.com | www.lithium-au.com
Slide 8: Leading Australian battery recycler
Leading Australian battery recycler Revenue-generating battery recycling business generating operating cashflows Recycling collection volumes and mix (tonnes)2 For personal use only Battery supply chain strategy in action End-of-life Lithium-ion batteries received through strategic recycling agreeme
Slide 9: Rapidly growing LIB collections to drive utilisation
Rapidly growing LIB collections to drive utilisation Recycling agreements with leading OEMs1 to drive uplift in collection volumes and utilisation rates Forecast collections volume (tonnes)2 1 Rapidly growing collection volumes For personal use only 2 2,400 Strategic recycling agreements have driven
Slide 10: Attractive recycling revenue model
Attractive recycling revenue model Revenue generated from providing collection / processing services and sale of recycled materials Cash receipts and cash gross profit (A$m)1 For personal use only Recycling revenue streams Upstream fees 1.5 1.5 1.4 • Fees charged for the collection and processing of
Slide 11: SungEel HiTech: MMD off-take agreement
SungEel HiTech: MMD off-take agreement Off-take agreement secured for at least 60% of MMD production, with JDA discussions underway For personal use only Off-take agreement1 Key highlights • Signed 3-year Mixed Metal Dust (MMD) off-take ✓ Accelerates recycling growth strategy agreement – effective f
Slide 12: Strategic battery recycling outlook
Strategic battery recycling outlook Strategic battery recycling outlook Growth Phase (2-3 years) For personal use only Build Phase (1 year) • Expand collections and processing capacity through development of • Continue to increase contribution mix of centralised Victoria facility Foundation Phase -
Slide 13: Lithium Chemicals
For personal use only Lithium Chemicals ASX: LIT | July 2024 | www.investorhub.lithium-au.com | www.lithium-au.com
Slide 14: LieNA value proposition
LieNA® value proposition Patented extraction technology offers ~50% higher lithium extraction efficiency ✓ Driving greater profitability for miners For personal use only Unique method of processing un-used fine and low-grade ~50% spodumene, potentially yielding higher levels of lithium Higher yield
Slide 15: LieNA commercialisation pathway
LieNA® commercialisation pathway MinRes JDA targeting completion by end 2024, with a clear commercialisation pathway forward Joint Development Activities For personal use only Commercialisation Pathway ✓ MinRes to provide sample materials Piloting and study Significant progress made under the JDA wi
Slide 16: Battery Materials
For personal use only Battery Materials ASX: LIT | July 2024 | www.investorhub.lithium-au.com | www.lithium-au.com
Slide 17: Lithium Ferro Phosphate (LFP) value proposition
Lithium Ferro Phosphate (LFP) value proposition Rapidly growing battery chemistry with strong adoption across global EV and ESS manufacturers1 For personal use only Critical input for battery manufacturers Lithium-ion battery manufacturing cost mix6 LFP is a cathode material which represents most of
Slide 18: LFP market dynamics
LFP market dynamics Favourable market dynamics provides strong tailwinds for LIT’s Battery Materials business For personal use only Rapid LFP adoption1 Global EV sales by battery chemistry1 LFP batteries are being rapidly adopted by EV and ESS manufacturers due to the chemistry’s superior qualities
Slide 19: Well positioned for commercial discussions
Well positioned for commercial discussions LIT’s LFP product has been externally validated and is seeking value creation opportunities For personal use only ✓ Proven LFP product Independently assessed and validated against commercially Validated product available products by leading battery research
Slide 20: LFP commercialisation pathway
LFP commercialisation pathway Alternative commercialisation pathways driven by partnership with government or strategic partner For personal use only Completed Completed ShortShort-term to medium-term Medium to long-term Long-term • Secure government funding for Australian demonstration plant • Secu
Slide 21: Key activities over the balance of 2024
Key activities over the balance of 2024 Planned transformational activities seek to unlock value Battery Recycling Battery Materials Lithium Chemicals For personal use only • Sustain positive operating cashflows at • Secure government funding for • Commence final stage of pilot plant current volumes
Slide 22: Investment highlights
Investment highlights Leading Australian battery recycler: providing sustainable solutions for the disposal of batteries, with recycling activities generating operating cashflows For personal use only Strategic supply partnerships: Future supply of batteries secured through strategic partnerships –
Slide 23: Appendices
For personal use only Appendices
Slide 24: Corporate: Snapshot
Corporate: Snapshot Strong balance sheet with cash and listed investments of A$7 million Financial information For personal use only Share price performance (YTD) Share price (A$) Volume (m) Share price (12-Jul-24) A$0.023 $0.04 10 $0.03 52-week trading range (low / high) A$0.02 / A$0.07 8 $0.03 Sha
Slide 25: Corporate: Board and management
Corporate: Board and management High profile and capable team with specialised expertise LIT Directors For personal use only Simon Linge George Bauk Kristie Young Phil Thick Managing Director / CEO Non-Executive Chairman Non-Executive Director Non-Executive Director LIT Management Stuart Tarrant Ste
Slide 26: Market: Growing global demand
Market: Growing global demand Rapidly increasing demand for batteries expected to drive strong growth in lithium production LIBs demand growth1 Global shift towards EVs For personal use only Global Li-ion battery cell demand, GWh 5000 4000 571% 3000 2000 1000 0 2022 2025 2030 Strong demand growth fo
Slide 27: Lithium Chemicals: Partnering with Mineral Resources Ltd.
Lithium Chemicals: Partnering with Mineral Resources Ltd. (MinRes) Joint development agreement with A$11bn1 Australian miner validates lithium extraction technology For personal use only Strategic Partnership2 Highlights • MinRes will fund the pilot plant operations and ✓ Ideal partner engineering s
Slide 28: Lithium Chemicals: LieNA process comparison
Lithium Chemicals: LieNA® process comparison Potential to broaden the quality of feed for extraction of lithium at scale ✓ Process Comparison to Conventional Thermal For personal use only LieNA® is a disruptive process that replaces alpha to Conversion beta thermal conversion with a phase change usi
Slide 29: Battery Materials: Reducing supply chain risks
Battery Materials: Reducing supply chain risks World governments are actively trying to reduce dependency on China, who produces >95% of all LFP China dominates the market Government policies For personal use only Various government policies in place to secure future Countries are looking to diversi
Slide 30: Thank You
Thank You Unit 16/17, 79–83 High For personal use only Street, Kew, VIC 3101 www.lithium-au.com
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