Infinity Metals Limited · ASX:INF
Infinity Metals — Infinity Lithium — Noosa Mining & Exploration Investor Conference 2020
17 slides from Infinity Metals's conference presentation, Nov 11, 2020
Slide 1: Noosa Mining Conference ASX Release
NOOSA MINING CONFERENCE ASX Release 11 November 2020 ONLINE ASX: INF FRA: 3PM For personal use only Infinity Lithium Corporation Limited (‘Infinity’, or ‘the Company’) is pleased to Project highlights be presenting online at the Noosa Mining & Exploration Investor Conference on Wednesday 11 November
Slide 2: Noosa Mining & Exploration Investor Conference Presentation
For personal use only ASX : INF NOOSA MINING FRA : 3PM & EXPLORATION INVESTOR CONFERENCE Presentation 11 November 2020
Slide 3: Disclaimer
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 summary form and does not purport to be a
Slide 4: Infinity Lithium: Overview
Infinity Lithium: Overview SNAPSHOT CORPORATE INFORMATION (ASX:INF) For personal use only Building the capability to supply lithium chemicals that are Shares on issue ~ 310.3m critically required for the EU’s rapid transition to electric Options, SARS ~ 53.3m mobility Share price (1) A$0.10 Fully in
Slide 5: Why Infinity Lithium?
Why Infinity Lithium? EV Uptake For personal use only ❑ European Governments are driving mega-trend towards electrified vehicles. Adoption of EVs are rapidly accelerating in the EU ❑ EU, the 2nd largest but fastest growing EV market in the world during 2020. Strategic Political Focus ❑ EU committed
Slide 6: San José Lithium Project: Highlights
For personal use only San José Lithium Project: Highlights FULLY INTEGRATED PRODUCTION of battery grade lithium hydroxide INF: 75% project ownership; option to acquire 25% EU’s 2nd largest hard-rock lithium resource Planned production ~ 15kt pa(1) lithium hydroxide Project life 30yrs Pre-production
Slide 7: EU Policy: Driving the EV Mega Trend
EU Policy: Driving the EV Mega Trend The EU is committed to a Net Zero Carbon 2050 target For personal use only Indicative Fines for Exceeding Emissions Targets: Major Carmakers(1) Strict regulations on Fines for emissions emissions in the € billions € billions are driving EU companies to be at the
Slide 8: Recent EU Developments
Recent EU Developments EU MASS ADOPTION OF EVs For personal use only Driven by policy, EV registrations in the EU pass diesel ICEs for the 1st time at in Q3 2020 Launch of Raw List of Critical Raw Materials Alliance Materials European automakers need to transition to EV production rapidly as consume
Slide 9: Infinity Lithium: Lithium Market & EU Focus
For personal use only Infinity Lithium: Lithium Market & EU Focus Forecast EU Lithium-ion Battery Cell Production(2) 2nd $24m 2029 Europe is forecast be Equivalent the 2nd largest producer of Maros Šefčovič Electric vehicles Vice President of the European Commission 20m EVs Lithium-ion Leader of EBA
Slide 10: EU Lithium-ion Battery Value Chain
For personal use only EU Lithium-ion Battery Value Chain Hard Rock Chemical Cathode Lithium-ion Battery Cell Electric Resource Conversion Production Production & Assembly Vehicles ❖ The existing supply chain for lithium-ion batteries for EV production in the EU is grossly inefficient and carbon inte
Slide 11: Low Cost on a Global Scale, EU Advantage
Low Cost on a Global Scale, EU Advantage $/t LIOH Lithium Hydroxide Cost Curve (2022, US$/t) For personal use only 12,000 Non-integrated: Merchant conversion 10,000 OPEX SAN JOSE $5,434¹ 8,000 6,000 Chinese convertors produced 83% of lithium hydroxide in 4,000 2019 2,000 0 0 40 80 120 160 200 240 28
Slide 12: EIT InnoEnergy & Infinity Lithium
EIT InnoEnergy & Infinity Lithium Infinity: The 1st Lithium Project to Secure EU Funding through EIT InnoEnergy For personal use only Under the Business Investment Platform $24m EIT InnoEnergy €800,000 ❑ Manages EBA industrial Direct Investment (~ A$1.3m) development programme EBA250 ❑ Payable in 3
Slide 13: Net Carbon Neutral 2050: EU Funding
Net Carbon Neutral 2050: EU Funding EU’s economic recovery aligned to transforming the EU’s economy for a sustainable future through investment For personal use only in digital, renewable energy and environmentally sustainable projects. “Last year, the EIB changed their energy ❑ The EU Green Deal ha
Slide 14: Prioritising Sustainable & Ethical Sourcing
For personal use only Prioritising Sustainable & Ethical Sourcing European Commission will propose new environmental standards for batteries: an effort to outgreen China & offer local producers a way to differentiate their production from Asian competitors. Europe plans ‘battery passport’ to ensure
Slide 15: Good Citizens: ESG Profile
Good Citizens: ESG Profile San José is a sustainable and fully integrated project aligned to the EU’s green strategic targets For personal use only Very low strip ratio: No shipping of plant producing minimal feedstock: resource & waste conversion plant on site EU sourced reagents: Close to EU end m
Slide 16: Infinity Lithium: Milestones
Infinity Lithium: Milestones Increase San José project ownership Expand in-country management team For personal use only Renegotiate JV agreement Complete phase one test work Produce 1st samples of battery grade LiOH Complete test work: produce LiOH Complete class 3 feasibility study Deliver
Slide 17: Summary
Summary Summary First Project To Sign Binding European Funding Deal Follow Us For personal use only with InnoEnergy infinitylithium.com Infinity is Strategically Located to Support Strong Demand Outlook For Lithium In Europe sanjosevaldeflorez.es A Large And Long-Term Asset Supporting EV Growth Infi
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