Infinity Metals Limited · ASX:INF
Infinity Metals — Infinity Lithium — Noosa Mining Investor Conference 2022
34 slides from Infinity Metals's conference presentation, Nov 10, 2022
Slide 1: Infinity to present at Noosa Mining Investor Conference
10 NOVEMBER 2022 For personal use only INFINITY TO PRESENT AT NOOSA MINING INVESTOR CONFERENCE Infinity Lithium Corporation Limited (‘Infinity’, or ‘the Company’) Managing Director and CEO, Ryan Parkin is pleased to be presenting at the Noosa Mining Investor Conference on the Sunshine Coast today. A
Slide 2: About Infinity Lithium
For personal use only About Infinity Lithium Infinity Lithium is an Australian listed minerals company who is seeking to develop its 75% owned San José Lithium Project in Spain. The proposed fully integrated industrial Project is focused on the production of battery grade lithium chemicals from a mi
Slide 3: Noosa Mining Investor Conference
INFINITY LITHIUM For personal use only Noosa Mining Investor Conference 9 – 11 November 2022 19, 20 & 21 OCTOBER 20
Slide 4: Disclaimer - Cautionary Statement
INFINITY LITHIUM For personal use only DISCLAIMER Cautionary Statement The Scoping Study referred to in this announcement has been undertaken to assess the viability of an underground-only mining operation and integrated lithium chemical production facility at the San José Lithium Project. It is a p
Slide 5: Disclaimer - For Consideration
INFINITY LITHIUM For personal use only DISCLAIMER For Consideration This presentation has been prepared by Infinity Lithium Corporation Limited “Infinity Lithium”. This document contains background information about Infinity Lithium current at the date of this presentation. The presentation is in su
Slide 6: Snapshot - San José Lithium Project
INFINITY LITHIUM For personal use only SNAPSHOT – SAN JOSÉ LITHIUM PROJECT CORPORATE INFORMATION (ASX:INF) Shares on issue ~ 416.7m Options, SARS ~ 97.1m Share price (1) A$0.21 One of EU’s largest hard rock lithium resources ~ Market Cap (2) A$87.5m 1.6MT LCE Cash (3) (Debt: nil) A$14.5m Integrated
Slide 7: Project Highlights
INFINITY LITHIUM For personal use only PROJECT HIGHLIGHTS (Revert to Cautionary Statement on Slide 2) Validating strong economics with increased output & underground mine LITHIUM HYDROXIDE US$17,000t Project NPV 1 LITHIUM HYDROXIDE US$22,500/t (7) N.b. Refer ASX Announcement 14 October 2021 Integrat
Slide 8: For personal use only
INFINITY LITHIUM For personal use only • Infinity Lithium metrics at significant discount to Resource: Production: peers on LCE production and resource basis 111.3MT(1) 19.5ktpa(2) Lithium Hydroxide • San José is a fully integrated lithium chemicals ~ 1.6MT LCE conversion project utilising the EU’s
Slide 9: Extremadura New Energies - San José Lithium Project
INFINITY LITHIUM For personal use only EXTREMADURA NEW ENERGIES San José Lithium Project • Large scale integrated industrial lithium processing plant • Processing on site lithium feedstock (One of largest hard rock lithium resource in EU) • Proven & sustainable lithium conversion process • Producing
Slide 10: Resource
INFINITY LITHIUM For personal use only RESOURCE JORC Table 1 included in an announcement to the ASX released on 23 May 2018 “Lithium Resource and Open Pit Upgrade”. Infinity is not aware of any new information or data that materially affects the information included in this ASX release, and infinity
Slide 11: Integrated Industrial Lithium Processing Project
INFINITY LITHIUM For personal use only INTEGRATED INDUSTRIAL LITHIUM TOTAL PROJECT PROCESSING PROJECT PRE-PRODUCTION CAPEX US$532M(1) TOTAL PROCESSING Underground extraction adopted No visual impact from mineral PRE-PRODUCTION CAPEX in direct response to community extraction on the resource US$475M(
Slide 12: Lithium Processing for Battery Grade Products
INFINITY LITHIUM For personal use only LITHIUM PROCESSING FOR TECHNICAL ADVISORY COMMITTEE World leading expertise(3) BATTERY GRADE PRODUCTS Novel & sustainable processing technology led by Infinity TAC & • Highly credentialled team supported by Dorfner Anzaplan & EIT • Extensive industrial chemical
Slide 13: Sustainability
INFINITY LITHIUM For personal use only SUSTAINABILITY Underground extraction of No shipping of plant feedstock: resource feedstock – no disturbance to & conversion plant on site no carbon surface footprint from transport Underground paste infill & dry Close to EU end markets: stack tailings facilita
Slide 14: Recent Permitting, Political & Project Changes
INFINITY LITHIUM For personal use only RECENT PERMITTING, POLITICAL & PROJECT CHANGES Advancement of Permitting Process(1) • MLA and EIA permit application process initiated through the presentation of the Initial Document (MLA: Mining Licence Application, EIA: Environmental Impact Assessment) Chang
Slide 15: First Stage Commenced in MLA
INFINITY LITHIUM For personal use only FIRST STAGE COMMENCED IN MLA • Alignment & consultative engagement with local and regional government to accelerate the formal administrative process • Maximises transparency & engagement with the locality of Cáceres “This is good news, and this is what was ask
Slide 16: Initial Document
INFINITY LITHIUM For personal use only INITIAL DOCUMENT Consultation & Collaboration Department for Ecological Transition and Collaborative Sustainability to provide Environmental Impact ESIA to be process to Assessment Scoping Document (‘ESIA’) in advance delivered to ENE identify preferred of the
Slide 17: Permitting
INFINITY LITHIUM For personal use only Permitting Responsible Party Q4 2022 Q1 2023 Q2 2023 Q3 2023 Q4 2023 EIA Scoping EIA Document MLA(2) Delivered to INF Commence Assessment 1 2 3 4 “This important productive Exploitation activity will enjoy the benefits in Initial Document Concession terms of re
Slide 18: Extremadura Lithium Decree
INFINITY LITHIUM For personal use only Extremadura Lithium Decree • To extract lithium, it must be processed in Extremadura • San José is a fully integrated project – which processes its lithium In Extremadura • Declares lithium extraction and processing of regional and general interest (PREMIA) • A
Slide 19: Permitting Pathway Delivers Partnering Opportunities for Localised Energy
INFINITY LITHIUM For personal use only PERMITTING PATHWAY DELIVERS PARTNERING OPPORTUNITIES FOR LOCALISED ENERGY Renewables Project Structure Binding MoU signed with industrial consortium comprising of leading Extremadura company & IBEX 35 energy group Localised and sustainable renewable energy prod
Slide 20: Local Engagement
INFINITY LITHIUM For personal use only LOCAL ENGAGEMENT Support of local sporting associations Proud Sponsors of “This is an opportunity for the city Cáceres Basketball and for the province, this project is Cooperative a generator of employment and agreements with wealth, and it can also provide an
Slide 21: Summary
INFINITY LITHIUM For personal use only SUMMARY • Fundamental change in the interaction between the Company and stakeholders • Positive advancements at local and regional level • MLA and EIA permit application process initiated through the presentation of the Initial Document • High calibre in-countr
Slide 22: Thank You
INFINITY LITHIUM For personal use only THANK YOU Ryan Parkin - Managing Director & CEO rparkin@infinitylithium.com Justin Samulski – General Manager Commercial jsamulski@infinitylithium.com
Slide 23: Appendix 1: Corporate
INFINITY LITHIUM For personal use only APPENDIX 1: CORPORATE Majority of Board now European based Spanish CEO of ENE ASX: INF INFINITY BOARD Corporate Information Shares on issue ~ 416.7m(1) Options, SARS ~ 97.1m(1) ADRIAN BYASS RYAN PARKIN REMY WELSCHINGER RAMÓN JIMÉNEZ SERRANO JON STARINK Non-Exec
Slide 24: Appendix 2: Cumulative Capital Raised
INFINITY LITHIUM For personal use only APPENDIX 2: Cumulative Capital Raised Raising funds for downstream at SINCE THE START OF 2018 Cumulative Capital Raised For New Investment 2018 - present 10x • Raised* > US$200bn for EVs over the past 4 years The rate as upstream • Raised* > US$100bn for cell m
Slide 25: Appendix 3: Infinity Technical Advisory Committee
INFINITY LITHIUM For personal use only APPENDIX 3: INFINITY TECHNICAL ADVISORY COMMITTEE Driven by a world class team. JON STARINK | Chief Technical Officer Expert in engineering design and project management; exploration management; extractive metallurgical process innovation & development. Managin
Slide 26: Appendix: Infinity Technical Advisory Committee (continued)
INFINITY LITHIUM For personal use only APPENDIX 3 (continued): INFINITY TECHNICAL ADVISORY COMMITTEE Driven by a world class team. DR DAVID MAREE | Technical Advisor Dr Maree is a Process Development Scientist with significant experience in hard rock lithium projects. This has included roles with Ti
Slide 27: Appendix 4: Administrative Process Regional Government of Extremadura
INFINITY LITHIUM For personal use only APPENDIX 4: ADMINISTRATIVE PROCESS REGIONAL GOVERNMENT OF EXTREMADURA Process for the Lodgement of Exploitation Concession Application Ministry of Ecological Transition and Sustainability PIV Exploration Permit Granted Permit Application Exploitation Not Conces
Slide 28: Appendix 5: Selection of Location for Lithium Chemical Conversion Plant
INFINITY LITHIUM For personal use only APPENDIX 5: SELECTION OF LOCATION FOR LITHIUM CHEMCIAL CONVERSION PLANT Site Option C Site Option B Site Option A
Slide 29: Appendix 5: Site Option A
INFINITY LITHIUM For personal use only APPENDIX 5: SITE OPTION A
Slide 30: Appendix 5: Site Option B
INFINITY LITHIUM For personal use only APENDIX 5: SITE OPTION B
Slide 31: Appendix 5: Site Option C
INFINITY LITHIUM For personal use only APPENDIX 5: SITE OPTION C
Slide 32: Appendix 6: EU Overview
INFINITY LITHIUM For personal use only APPENDIX 6: EU OVERVIEW Europe Thierry Breton Strong EU demand and pricing outlook for battery grade European Commissioner for for lithium chemicals Internal Market EU 2030 Ramping up efforts for strategic autonomy with 805kt legislative proposal to “intensify
Slide 33: Appendix 6: Overview
INFINITY LITHIUM For personal use only APPENDIX 6: OVERVIEW “Our dependencies in areas like energy and raw materials weaken us economically and politically. But we also need to rethink our supply chains from an environmental and social point of view. It is time that we confront our paradoxes, where
Slide 34: Appendix 7: Development of Localised LiB Value Chain
INFINITY LITHIUM For personal use only APPENDIX 7: DEVELOPMENT OF LOCALISED LIB VALUE CHAIN REYES MAROTO MINISTER FOR INDUSTRY Spain “We have to find solutions to that The Spanish Government approves the Roadmap mine. We have been working both with for the sustainable management of mineral raw the l
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