Avalon Advanced Materials Inc. · TSX:AVL
Avalon Advanced Materials — Investor Presentation (April 2023)
17 slides from Avalon Advanced Materials's investor presentation, April 2023
Slide 1: Avalon Advanced Materials Inc. Investor Presentation April 2023
AVALON ADVANCED MATERIALS INC. Critical Minerals for a Sustainable Future Investor Presentation April 2023
Slide 2: Forward-Looking Information
Forward-Looking Information This corporate presentation contains or incorporates by reference “forward looking statements” mining industry, as well as those risk factors discussed or referred to in the Company’s annual within the meaning of the United States Private Securities Litigation Reform Act
Slide 3: About Avalon
About Avalon Nechalacho Rare Earths Partnering with Vital Metals on near-surface zone Stage: Feasibility complete Lilypad Lithium-Cesium-Tantalum Significant potential to grow Li resources Well-Diversified Stage: Exploration Portfolio ▪ Tier one jurisdiction East Kemptville ▪ Lithium focus Tin-Indiu
Slide 4: Geopolitics of the Energy Transition
Geopolitics of the Energy Transition • Clash of the Macro: decarbonization coalition vs energy independence and security • Shifting global socio-economic and political landscape – strategic cooperation to strategic confrontation • De-globalization straining trade ties and reshaping the global econom
Slide 5: Demand and Market Opportunity
Demand and Market Opportunity Global lithium demand to fuel supply gap Global lithium Supply and Demand Forecast Lithium Contract Pricing YTD 2023 Source: Benchmark Minerals Intelligence (2022) Source: Benchmark Minerals Intelligence (2023) C O R P O R A T E P R E S E NT A T I O N TSX: AVL | OTCQB:
Slide 6: Canada’s Critical Mineral Strategy
Canada’s Critical Mineral Strategy Supporting upstream critical mineral activities and mid-stream processing capacity to produce lithium battery materials $40M $21.5M $1.5B 30% To support northern To support development in SIF funding to support Critical Mineral regulatory processes in of federal po
Slide 7: Corporate Snapshot
Corporate Snapshot Refreshed executive team – focus on resource Long-term, supportive shareholder base Donald S. Bubar, M.Sc., P.Geo CEO, Director Cindy Hu, CPA, CA, CPA (Illinois) Controller AVL Share Capitalization (as of November 30, 2022) Exchanges TSX | OTCQB Amiel Blajchman, MES, P.Ag. MANAGEM
Slide 8: The Future of ESG and Traceability
The Future of ESG and Traceability Published 11th Avalon Pledges to be Future-forward reporting Diversified Metals consecutive Sustainability Carbon Neutral by 2050 principles: UN 17 SDGs and ESG Risk Rating from Report MAC’s TSM 150 companies in 2022 “Benchmark Approved” in Benchmark AVL was first
Slide 9: Our Strategic Plan
Our Strategic Plan 2023 FOCUS • Organic growth: Separation Rapids Expand lithium (and regional targets) and Lilypad resource base • Strategic growth • Separation Rapids MRE and DFS Advance project • Site acquisition for LiOH facility development • LiOH advanced test work GROWTH • Commercial partners
Slide 10: Separation Rapids Lithium Project
Separation Rapids Lithium Project Location and 70km north of Kenora, Ontario; Ownership 100% held by Avalon Area 19 mineral claims and 1 mining claim, covering 10,000+ acres Resources 8.4Mt @ 1.408% Li02 (M&I) Separation Rapids KENORA Lithium Infrastructure Road and rail access; ~25km and Power Whit
Slide 11: Separation Rapids Highlights
Separation Rapids Highlights NI-43-101 Resource (as at May 23, 2018) • Near-surface, LCT (lithium-cesium-tantalum) pegmatite containing two lithium minerals (petalite and lepidolite) Total (Petalite + Lepidolite) • Petalite is in high demand with glass and ceramics and as a high Tonnes % % Wt. % pur
Slide 12: Targeting Two Markets
Targeting Two Markets Dual market focus acts as hedge ensuring long-term viability • Glass-ceramics market to • Petalite + lepidolite grow from US$1.5B today concentrate to meet to US$2.1B by 20281 Battery growing battery demand • Discussions underway Global LCE demand is with major glass-ceramics e
Slide 13: Capturing the Midstream
Capturing the Midstream The Bridge to the Electric Mobility future • Bridge current gap in the supply chain with midstream processing • Create facility to accept Li concentrates from multiple producers • Employ an innovative process design that produces minimal waste, and a NetZero carbon footprint
Slide 14: The Continental Advantage
The Continental Advantage Avalon’s lithium processing facility to support Canada’s battery supply chain Advance Canada’s Infuse large-scale Establish midstream Support growth in the Strengthen 2030 emissions FDI into the processing capacity to domestic EV industry Canada-U.S. & reduction plan by Can
Slide 15: Production Timeline
Production Timeline 2023 2024 2025 2026 2027 2028 First Nations and Community Engagements DFS – Mine / Mill (Petalite and Lepidolite Concentrate) Baseline Study and Permitting Environmental and Government Approval Engineering/Procurement/Construction/Commissioning Petalite and Lepidolite Production
Slide 16: 2023 Catalysts
2023 Catalysts Creating value through exploration, development and strategic initiatives Complete 2023 Pursue commercial/strategic Commence Definitive exploration program at partnerships Feasibility Study Separation Rapids Select and finalize site Complete Separation Drill other lithium targets acqu
Slide 17: Thank You
THANK YOU Contact Us Avalon Advanced Materials Inc. 130 Adelaide St. W, Suite 1901 Toronto, ON M5H 3P5 Tel: (416) 364-4938 Fax: (416) 364-5162 ir@AvalonAM.com
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