Lake Resources N.l. · ASX:LKE
Lake Resources N.l — Investor Presentation (October 2026)
16 slides from Lake Resources N.l's investor presentation, Oct 13, 2026
Slide 1: Investor Presentation
Investor Presentation rsonal use only Presenter: Stuart Crow, Non-Executive Chairman Hong Kong, October 2026 ASX: LKE; OTC: LLKKF lakeresources.com.au
Slide 2: Disclaimers
Disclaimers General Statement and Cautionary Statement This presentation has been prepared by Lake Resources N.L. (Lake) for information purposes and not any particular party. The information in this presentation is based upon public information and internally developed data and rsonal use only refl
Slide 3: Lake Resources Leadership
Lake Resources Leadership Experienced, well-credentialed and highly motivated leadership team ready to deliver on Lake’s strategy and accelerate the Company’s next phase of Kachi development rsonal use only Board of Directors Strong commitment to • 40+ years in corporate finance, investor relation
Slide 4: Corporate Overview
Corporate Overview Capital Structure Indexed Share Price Performance Since Oct-2026 rsonal use only Share Price A$ 0.04 550% Performance % 12M 9M 6M 3M 1M Basic Shares 2,483M Lake Resources 21 % (72)% (51)% (9)% (9)% Fully Dilutes Shares Outstanding 3,137M 450% Market Capitalization (undiluted) A$ 9
Slide 5: One of the Largest, Independent Development Projects Across the Lithium Triangle
One of the Largest, Independent Development Projects Across the Lithium Triangle Kachi Project1 Highlights Location Catamarca Province, Argentina rsonal use only Phase 1 DFS completed in December 2023 Project Stage Phase 1 DFS Addendum completed in August 2025 Exploitation EIA approved Septemb
Slide 6: Significant Milestones Achieved in 2026 Following Successful 2023-2025 Execution on Kachi
Significant Milestones Achieved in 2026 Following Successful 2023- 2025 Execution on Kachi Accomplishments 2026-2027+ Key Objectives Successfully completed demo plant – processed 5.2 million litres of brine and 1 rsonal use only 2023 produced more than 1,300kg of >99.5% purity lithium carbonate
Slide 7: Kachi Phase One DFS Addendum Highlights
Kachi Phase One DFS Addendum Highlights Transformational Project Improvements: Significantly Enhanced Economics & Operational Efficiencies1 rsonal use only US$ 1.16B US$ 5,895/t US$ 1.5B2 22.5% 249mg/L Capex Opex Pre-Tax NPV10 Pre-Tax IRR Plant Design Basis Resource Excellence & De-risking Technolog
Slide 8: Kachi Sits In an Attractive Mining Jurisdiction In Argentina
Kachi Sits In an Attractive Mining Jurisdiction In Argentina With a Supportive Regulatory Environment Argentina is an Ideal Location for Investment Lithium Triangle: Lithium Resources and Production Argentina Chile Bolivia Others 16 rsonal use only 20% RIGI approved 25% of world’s lithium Flat corpo
Slide 9: Proven, Scalable Production of Battery-Grade Lithium Carbonate Using Lilac Ion-Exchange DLE Technology
Proven, Scalable Production of Battery-Grade Lithium Carbonate Using Lilac Ion-Exchange DLE Technology 2016 Lilac’s Global Footprint Lilac’s Proven Ion Exchange DLE Technology Performance Founded rsonal use only Low Cost Environment Friendly 44+ Attractive economics across Significantly reduces land
Slide 10: Export Credit Agencies Have Provided Expression of Interest of Support of Kachi
Export Credit Agencies of the United Kingdom (UKEF) and Canada (EDC) have provided Expression of Interest of Support of Kachi Citibank and J.P. Morgan Engaged as Joint Coordinators for Proposed Debt Financing for Kachi with GKB Ventures Ltd and SD Capital Advisory rsonal use only Limited acting as D
Slide 11: Lithium Market Overview
Lithium Market Overview Rising demand has pushed the lithium market into a deficit starting in late 2025 which deepened in 2026, leading to lithium chemical and spodumene prices more than doubling in the course of the year rsonal use only Lithium demand growth in 2026 driven by the BESS sector Lithi
Slide 12: Lithium Demand Growth
Lithium Demand Growth Global lithium demand is expected to reach 4.1 Mt in 2035 a ~100% increase over 2026’s 2.1 Mt. Shifting market dynamics support higher prices as a result of strengthening demand in the short and medium term rsonal use only Global Lithium Demand (Mt LCE) Lithium Battery Demand b
Slide 13: Lake Resources Strategic Priorities
Lake Resources Strategic Priorities Key areas of focus in 2026 and beyond rsonal use only o Submit RIGI application o Advance Front End Engineering Design (FEED) o Complete Technical Power Optimization o Finalize Offtake and Strategic Partnership Process o Match Cost Structure and Liquidity With Key
Slide 14: Appendix
rsonal use only Appendix
Slide 15: Mineral Resource Estimate Table
Mineral Resource Estimate Table Measured May 2025 (to 600 m depth) Inferred May 2025 Sediment Specific Brine Li Li Li Tonnes Sediment Specific Brine Li Li Li Tonnes 3 3 3 3 Unit Volume (m ) Yield % Volume (m ) Liters (mg/l) (Grams) (Tonnes) LCE Unit Volume (m ) Yield % Volume (m ) Liters (mg/l) (Gra
Slide 16: Reserve Statement
Reserve Statement Reserve Statement rsonal use only Lithium LCE Average Lithium Reserve Category Years (Tonnes) (Tonnes) (mg/L) Proved 1 4,380 23,310 270 Proved 2–7 28,360 150,850 270 Probable 8 – 25 85,060 452,540 267 Total 1 – 25 117,800 626,700 Note: This table has been directly extracted from th
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