Slide 1: Clear line of sight to first production
For personal use only Clear line of sight to first production Bell Potter Unearthed 13 February 2024 ASX: LTR ltresources.com.au
Slide 2: Important information
NOT FOR RELEASE OR DISTRIBUTION IN THE UNITED STATES Important information Forward looking statements For personal use only This Presentation contains forward-looking statements which are identified by words such as ‘may’, ‘could’, ‘believes’, ‘estimates’, ‘targets’, ‘expects’, or ‘intends’ and othe
Slide 3: Agenda
Agenda For personal use only 1 Liontown strategy 2 Market update 3 Kathleen Valley Project update 4 Questions ASX:LTR 3
Slide 4: Liontown's Strategy
NOT FOR RELEASE OR DISTRIBUTION IN THE UNITED STATES Liontown’s Strategy For personal use only Our pathway to become a globally significant provider of battery minerals as the world transitions to a low-carbon future Kathleen Valley Downstream Expansion Liontown Full Potential Full Potential Develop
Slide 5: Lithium carbonate prices are below cash costs; production being cut
NOT FOR RELEASE OR DISTRIBUTION IN THE UNITED STATES Current and expected prices for lithium carbonate are below cash costs. Consequently, production is being cut in China and Australia • 125kt of supply is uneconomic at For personal use only current spot Carbonate price, some Stacked cost curve1 So
Slide 6: KV milestones reached, as momentum continues
NOT FOR RELEASE OR DISTRIBUTION IN THE UNITED STATES KV milestones reached, as momentum continues December 2023 quarter milestones: For personal use only ü Kathleen Valley >72 percent complete, on an earned value basis, at 31 December 2023 ü 6 access portals and 352 total development meters by 31 De
Slide 7: Kathleen Valley – video update
NOT FOR RELEASE OR DISTRIBUTION IN THE UNITED STATES Kathleen Valley – video update For personal use only Watch on YouTube: youtu.be/4hpxfRKE7pE 7
Slide 8: For personal use only
NOT FOR RELEASE OR DISTRIBUTION IN THE UNITED STATES For personal use only 8
Slide 9: Kathleen Valley on schedule to first production mid-2024
NOT FOR RELEASE OR DISTRIBUTION IN THE UNITED STATES Kathleen Valley on schedule to first production mid-2024 Q4 CY2023 Q1 CY2024 Q2 CY2024 Q3 CY2024 For personal use only Tailings Storage Facility TSF complete Mining Open pit and underground mining operations GM operations Byrnecut UG commenced com
Slide 10: Questions
NOT FOR RELEASE OR DISTRIBUTION IN THE UNITED STATES Questions For personal use only 10
Slide 11: For more information
NOT FOR RELEASE OR DISTRIBUTION IN THE UNITED STATES For personal use only For more information: Shaan Beccarelli Principal Investor Relations Liontown Resources info@ltresources.com.au +61 8 6186 4600 Level 2, 32 Ord Street, West Perth WA 6005 22 ABNNovember 2022 39 118 153 825 ASX:LTR ASX : LTR lt