Liontown Limited · ASX:LTR
Liontown — Liontown Resources — Resources Rising Stars Investor Conference 2022
20 slides from Liontown's conference presentation, Jun 7, 2022
Slide 1: Resources Rising Stars Presentation ASX Announcement
Resources Rising Stars Presentation For personal use only ASX Announcement 7/06/2022 Liontown Resources Limited (ASX: LTR) (“Liontown”) is pleased to advise that Managing Director Tony Ottaviano will be presenting at the Resources Rising Stars Investor Conference on the Gold Coast tomorrow, 8 June 2
Slide 2: Fast charging towards a low carbon future
For personal use only Fast charging towards a low carbon future Resources Rising Stars Conference ASX:LTR June 2022 JUNE 2022 | 1
Slide 3: Important Information
Important Information For personal use only Cautionary Statement announcement “Kathleen Valley DFS confirms Tier-1 global lithium project with outstanding economics and sector-leading sustainability credentials” released on 11 November 2021 which is available on The production targets and forecast f
Slide 4: Agenda
Agenda For personal use only 01. 02. 03. 04. Investment Corporate Overview Lithium Market Kathleen Valley Highlights and Strategy Update Project 05. 06. 07. Downstream Investment Questions Strategy Proposition JUNE 2022 | 3
Slide 5: Investment Highlights
Investment Highlights Kathleen Valley (KV) is a globally significant lithium resource, located within a stable and established mining jurisdiction with a strong ESG position and growth optionality. For personal use only The project is well positioned, with start of production expected to coincide wi
Slide 6: Liontown Corporate Overview
Liontown Corporate Overview Corporate Snapshot (3 June 2022) For personal use only We aim to be an ESG-leader, and a globally significant provider of battery minerals for the rapidly growing clean energy market. Market Cap Share price ($/s) Liontown is focused on the development of the A$2.8bn A$1.2
Slide 7: Liontown's Strategy
Liontown’s Strategy We aim to be an ESG-leader, and a globally significant provider of battery minerals for the rapidly growing For personal use only clean energy market Liontown Full Potential Downstream Expand portfolio through organic growth, value accretive M&A and Expansion exposure to the circ
Slide 8: Lithium Demand Breakdown
Lithium Demand Breakdown BCG expects overall lithium demand growth of ~20% p.a. from 2020 to 2035, driven largely from accelerating demand for EV and ESS batteries For personal use only Global forecasted primary lithium demand, 2020-35, kt LCE 7,500 CAGR (2020-2035) 6,015 5,704 5,284 EV 25% 4,905 5,
Slide 9: Lithium Supply Dynamics
Lithium Supply Dynamics Forecast lithium market deficit is expected to continue and grow out to 2030, driven by tight supply. There is currently no substitute for lithium in Li-ion cathodes For personal use only Demand / supply forecast, 2020-35, kt LCE1 Metals content of Li-ion battery cathodes by
Slide 10: ESG Focus: Environment, Social, Governance, Customers
Environment Customers For personal use only • Aspiring to have best-in-class Scope 1 • Automotive OEMs increasingly and 2 emissions to minimise impact demand environmentally-friendly, on local surroundings low-carbon batteries to achieve • ~60% renewable energy target their emissions targets at star
Slide 11: Tier 1 Resources and Reserves
Tier 1 Resources and Reserves Kathleen Valley is a globally significant, high-grade hard rock resource For personal use only Mineral Resource Estimate1 – April 2021 Cut-off Li2O% Resource Category Million Tonnes Li2O% Ta2O5 (ppm) 0.55 Measured 20 1.3 145 Indicated 109 1.4 130 Inferred 27 1.3 113 TOT
Slide 12: Kathleen Valley Project – Underground Mining
Kathleen Valley Project – Underground Mining We have a bias to underground mining since it significantly enhances ore selectivity whilst minimizing our surface footprint For personal use only Distinct Benefits of Kathleen Valley Long hole open stoping mining method - well established and understoo
Slide 13: Processing Strategy
Processing Strategy WOF Processing Strategy Conventional mining method, proven and reliable technology with a flowsheet For personal use only grounded in evidence based design Simple flowsheet – better operability and reliability KV ore has outstanding metallurgical properties Test work has re
Slide 14: 2024 Production Target
2024 Production Target For personal use only PROJECT MILESTONES ON SCHEDULE LIONTOWN POSITIONED TO DELIVER PROJECT ON SCHEDULE DFS A$463m First Two Early Works / Construction Complete & Equity Offtakes FEED / FID Commission Production Design Complete NTA Signed Raising Signed Q4 2021 Q4 2021 Q1 2022
Slide 15: Kathleen Valley Design
Kathleen Valley Design Front End Engineering & Design (FEED) well advanced For personal use only Process plant FEED commenced 1 week after DFS published in Nov 2021 to drive design and early procurement running in parallel with EPCM discussions Primary Crushing Plant Milling Circuit JUNE 2022 | 14
Slide 16: Tier 1 Offtake Partners Secured
Tier 1 Offtake Partners Secured Tesla and LG Energy Solution confirmed as cornerstone offtake partners For personal use only Target Customers & End Markets Our Offtake Partners Company overview Largest EV automotive Second largest battery Description company globally1 manufacturer globally1 Headquar
Slide 17: Kathleen Valley Project Update – FID is approaching
Kathleen Valley Project Update – FID is approaching For personal use only Targeting FID by end Detailed Key contracts issued Early procurement of 1H 2022 and early engineering for tendering, with of long lead-time works in the 2H 2022 commenced bids under review equipment underway Project team Final
Slide 18: Downstream Processing Opportunity
Downstream Processing Opportunity The 2021 updated DSS confirmed: Value maximizing pathway for Liontown is a staged-build, For personal use only integrated mining, processing and refining operation producing Lithium Hydroxide Value Maximising Monohydrate (“LHM”) Pathway The Integrated Project has th
Slide 19: Liontown's Investment Proposition
Liontown’s Investment Proposition For personal use only Near Term Priorities 1 Continue to execute attractive Tier 1 Asset Timed to Perfection offtake agreements to support FID Kathleen Valley is a world- Significant supply deficits class lithium deposit, with forecast to emerge from 2024, Progress
Slide 20: For More Information
For personal use only For More Information: Tony Ottaviano Managing Director +61 8 6186 4600 info@ltresources.com.au Nicholas Read Read Corporate +61 8 9388 1474 nicholas@readcorporate.com.au liontown-resources-limited @LiontownRes JUNE 2022 | 19
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