Zinnwald Lithium Plc · LSE:ZNWD
Zinnwald Lithium — Investor Presentation (March 2022)
18 slides from Zinnwald Lithium's investor presentation, March 2022
Slide 1: Focused on becoming an important supplier to Europe's fast-growing battery sector
Focused on becoming an important supplier to Europe’s fast-growing battery sector March 2022
Slide 2: Disclaimer
DISCLAIMER The content of information contained in this presentation (the “Presentation”) has not been approved by an authorised Accordingly, no responsibility or liability is accepted by any of them for any such information or opinions or for any errors, person within the meaning of the Financial S
Slide 3: Overview
OVERVIEW AIM quoted resource company developing its 100% owned Zinnwald Lithium Project in Germany Attractive Excellent Strong Lithium Team to Project Location Demand Deliver Integrated project with the 35km from Dresden, Germany Strengthening lithium market Experienced Board with relevant potential
Slide 4: ESG
ESG Being environmentally & socially responsible & upholding high standards of governance is core to Zinnwald Lithium’s mission Environmental Social Governance Lithium-ion batteries are a key enabling Established mining district – mining history UK listed Plc with a commitment & technology for the s
Slide 5: Lithium Market Dynamics
LITHIUM MARKET DYNAMICS • Lithium demand prospects of 3Mt by 2030 and by 5Mt by 2050 growing at an average of 28% through 2025 (Bank of America) • Demand growth driven by shift to EVs, which is occurring faster than anticipated • Expected shortfall of 26,000 tonnes LCE this year with the cumulative
Slide 6: Lithium in Europe
LITHIUM IN EUROPE The EU added lithium to a list of Germany is committed to achieving In a July ‘21 survey of 200 European critical materials in 2020 climate neutrality by 2045, allocating firms, c.80% wanted to move €40b for climate related their supply chain for batteries used stimulus spending in
Slide 7: Local Supply Increasingly Important
LOCAL SUPPLY INCREASINGLY IMPORTANT • European demand for LCE forecast to grow from 50,000 tpa in 2020 to 800,000+ tpa by 2030 • No current domestic European production • European governments increasingly focused on transitioning economies to a more environmentally stable footing • Local supply redu
Slide 8: Located in the Heart of the European Battery & Automotive Industry
LOCATED IN THE HEART OF THE EUROPEAN BATTERY & AUTOMOTIVE INDUSTRY • Well located to supply existing and planned European battery factories • Germany forecast to dominate European demand for battery materials EUROPEAN BATTERY CAPACITY PIPELINE Zinnwald Project 8 Investor Presentation I March 2022
Slide 9: European Peers
EUROPEAN PEERS Selected European Lithium Companies (1,2,3) Holding Attrib. Resource cut- Market Cap Resource Company Listing Project Location In Resource off grade (£m) Grade (Li2O%) Project (Mt) (Li2O%) Zinnwald Lithium 42 AIM Zinnwald Germany 100% 40.4 0.76 0.50 European Metals Holdings 113 AIM &
Slide 10: Project Overview
PROJECT OVERVIEW • Integrated operation planned to produce battery grade lithium products • Small footprint underground mine & associated mineral & Zinnwald chemical processing Project Site • Production of battery grade products • Flexible production potential - lithium hydroxide ('LiOH'), lithium c
Slide 11: Location Infrastructure Advantages
LOCATION INFRASTRUCTURE ADVANTAGES Historic mining activity has resulted in a legacy of brownfield infrastructure in the region Planned Sadisdorf Rail Siding (Explr. licence) • Located in a region with a long history of mining Historic Falkenhain • Brownfield facilities in the area Tin workings (Exp
Slide 12: Resources & Resource Upside
RESOURCES & RESOURCE UPSIDE ZINNWALD LITHIUM DEPOSIT MINERAL RESOURCE ESTIMATE OF THE ZINNWALD LITHIUM DEPOSIT • 256.5 ha and with a 30-year mining licence to 31 December 2047 Ore tonnage Mean Li2O Contained LCE • Measured plus Indicated Mineral Resource estimate containing 35.51 Mt at a Resource cl
Slide 13: Sustainability Advantages
SUSTAINABILITY ADVANTAGES SOUTH AUSTRALIAN GEOTHERMAL TRANSPORT MINIMISED ZINNWALD AMERICAN HARD ROCK BRINE/DLE BRINE • Located close to final end markets • Integrated production planned - mining to battery grade products Proximity to end market (TRANSPORT COST & CO2 EMISSIONS) ✓ ✓ LIMITED PHYSI
Slide 14: Strategy & Focus Areas
STRATEGY & FOCUS AREAS ▪ Strategy is to become an important battery grade lithium hydroxide supplier to the European battery sector through: ▪ Increased production potential from core Zinnwald license area ▪ Assess potential for satellite deposits to contribute to the Project by increasing productio
Slide 15: Investment Summary
INVESTMENT SUMMARY Integrated lithium project with attractive project economics & mining licence in place Project in the heart of Europe’s chemical & automotive industries, benefiting from historic mining activity & brownfield infrastructure Meaningful resource position & expansion potential from ad
Slide 16: Appendix – Key Data (as at 14.03.22)
APPENDIX – KEY DATA (as at 14.03.22) Ticker Market Market cap Share price Shares in issue Nomad Broker ZNWD AIM £42m 14.4p 293,395,464 Allenby Capital Oberon Capital Key Shareholders Share Price Graph Henry Maxey 14.6% Ganfeng Lithium 8.7% Centrebridge Partners LP 5.43% Oberon Investments 4.1% M&G 3
Slide 17: Appendix - Board
APPENDIX - BOARD Jeremy Martin Anton Du Plessis Cherif Rifaat Peter Secker Graham Brown Non-Executive Chairman Chief Executive Officer Chief Financial Officer Non-Executive Officer Non-Executive Director +20 years experience working in +20 years' experience in the finance UK Chartered Account with +
Slide 18: Zinnwald Lithium plc contact details
Zinnwald Lithium plc The Clubhouse, 8 St James's Square, London SW1Y 4JU www.zinnwaldlithium.com info@zinnwaldlithium.com
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