Savannah Resources PLC · LSE:SAV
Savannah Resources — Shareholder Meeting (June 2020)
14 slides from Savannah Resources's shareholder meeting presentation, Jun 25, 2020
Slide 1: Annual General Meeting Presentation – 25 June 2020
Annual General Meeting A N E N E R G Y M E TA L S G R O U P Presentation – 25 June 2020 SAVANNAH RESOURCES PLC Electric Mobility Metals for Europe InnoEnergy is supported by the EIT, a body of the European Union
Slide 2: Disclaimer
DISCLAIMER The information contained in these slides and the accompanying oral presentation (together, the "Presentation") have not been approved by an authorised person within the meaning of the Financial Services and Markets Act 2000 ("FSMA"). If any person is in any doubt as to the contents of th
Slide 3: Snapshot - Electric Mobility Metals for Europe
S N A P S H O T - E L E C T R I C M O B I L I T Y M E TA L S F O R E U R O P E KEY DATA SHAREHOLDER ANALYSISiii Investments in SAV by current Directors (£000) MARKETS AIM, FWB, SWB Al Marjan (Maqbool Sultan & Imad 8,269 Sultan, Non-Exec Directors) TICKER – ALL MARKETS SAV David Archer (CEO) 1,171 SH
Slide 4: Group Update - Progress Made in H1
G R O U P U P D AT E - P R O G R E S S M A D E I N 1 H 2 0 2 0 Corporate: + Took rapid and effective action to protect our staff and stakeholder communities across all operating locations in the face of the Coronavirus health emergency + Cost discipline maintained with actions including 20% reductio
Slide 5: Mina do Barroso - Project Update
M I N A D O B A R R O S O - P R O J E C T U P D AT E Commercialisation continuing to progress well + Lithium offtake: Negotiating a long term relationship with a significant industrial counterparty based on demand for the majority of LoM concentrate – working to better synchronise supply and demand
Slide 6: Mina do Barroso - Project Timeline, COVID-19 Impact
M I N A D O B A R R O S O - U P D AT E D P R O J E C T T I M E L I N E + Progress was maintained during the health emergency by focusing on desk-based tasks and negotiations + EIA submitted; EIT InnoEnergy agreement; Commercial negotiations advanced; Benefit Sharing Plan - But we couldn’t ca
Slide 7: The E-Mobility Revolution - Driving Li Demand
THE E-MOBILITY REVOLUTION - DRIVING LI DEMAND The outlook for lithium demand and EVs remains positive Lithium Chemical Supply/Demand & Spodumene price forecastii, iii despite near-term impact from the health emergency Global EV sales forecast to rise from 2.3m in 2019 to c.9m in 2025i, 26m in 2030
Slide 8: The EU EV Market - Needs Its Own Lithium Supply
T H E E U E V M A R K E T - N E E D S I T S O W N L I T H I U M S U P P LY Auto LIB Demand 2020: c.46 GWhi 2025: c.176 GWhi 2030: c.215 GWhi Key: Potential SAV LIB plant capacity customers 2019: c.18 GWhii End users 2025: >198 GWhiii Li cell/battery/pack plants 2030: >274 GWhiii Planned/in construct
Slide 9: Post COVID Economic Recovery - and Catalyst
P O S T C O V I D E C O N O M I C R E C O V E R Y - A 2 N D L I C ATA LY S T European Union To date the European Commission has announced three financing packages totalling €1.85 trillion to provide immediate and long term support to the EU economy in the face of the pandemic (2020-27)i ”The rec
Slide 10: Mutamba Minerals Sands - Project Update
M U TA M B A M I N E R A L S A N D S - P R O J E C T U P D AT E + Third, 25-year Mining Concession (Licence 9228C) was awarded in January by the Mozambique authorities + Completed the suite of Mining Concessions covering the project’s 4.4Bt Heavy Mineral Sands Resource held by Savannah’s JV with Rio
Slide 11: Group Update - 2H Objectives
G R O U P U P D AT E - 2 H 2 0 2 0 O B J E C T I V E S I Corporate: Follow ongoing Coronavirus-related guidance in our places of operation and adapt business quickly to mitigate ongoing impacts/risks Mina do Barroso, Portugal – Lithium: EIA: Respond quickly to any requests from the Portuguese re
Slide 12: The Investment Case - Europe's Leading Conventional Lithium Project
THE INVESTMENT CASE - EUROPE’S LEADING CONVENTIONAL LITHIUM PROJECT Objective to become the first significant lithium spodumene producer in Europe Owner/operator of the 100% owned Mina do Barroso Lithium Project in Portugal - Western Europe’s largest spodumene lithium deposit, capable of supplyi
Slide 13: Q&A
Q&A Source: Company Photograph 13
Slide 14: Savannah contact details
SAVANNAH www.savannahresources.com info@savannahresources.com @SavannahRes InnoEnergy is supported by the EIT, a body of the European Union