Bradda Head Lithium Limited · LSE:BHL
Bradda Head Lithium — Investor Presentation (September 2022)
25 slides from Bradda Head Lithium's investor presentation, September 2022
Slide 1: Lithium in the US
AIM:BHL | OTCQB:BHLIF LITHIUM IN THE US September 2022
Slide 2: Important Notice
The information contained in this document has been prepared by Bradda Head Lithium Limited (“Bradda Head” or the “Company”). It has not been independently verified and is subject to updating, revision and further amendment. This document has not been approved for the purposes of Section 21 of the F
Slide 3: Work Underway on all Three Projects
The USA is a growing and strategically important Lithium end user market A new breed of lithium explorer with unique exposure across all three main recognised lithium deposit types; brine, pegmatite and sedimentary All projects 100% owned and are located in close proximity to infrastructure and end
Slide 4: Growth Strategy
Fast Track Approach to Develop Our Assets into Low Carbon Footprint Lithium Projects End State How we get there/ what we are doing What we are targeting Accelerated drilling at all three sites PEA at sedimentary assets All our assets Growth Strategy Prioritisation of assets developed into low Develo
Slide 5: Material Catalysts
Material Catalysts Due in 2022 for Bradda Head Lithium 01 02 03 04 Resource update at Basin East ✓ Shallow drilling commenced at Eureka ✓ Results at Wikieup Q2 ✓ Permitting at Basin North and Basin East Extension ✓ 05 06 07 08 Explorationdrilling: San Domingo Q3 Drilling commencing at Basin East Exp
Slide 6: Experienced Team Driving Growth
Experienced Team Driving Growth Management, Board and Advisory Team Ian Stalker Charles FitzRoy Non-Executive CEO Adam Hawkins, MBA ESG Chairman ESG Consultant Denham Eke Finance Jim Guilinger Don Hains, P.Geo, MBA Director COO Technical Consultant TECHNICAL Dr Yatendra Sharma BSc Hons, MSc, PhD, CC
Slide 7: ESG – Number One Priority
Environmental, Social, and Governance Environment Social Governance ESG – Number One Priority Partner with host communities to find Operate with respect for the land, sensitive Maintain a positive health and ways to support programs that increase environment, and cultural resources. safety culture.
Slide 8: Low Carbon Footprint Lithium
Developing US Produced Low Carbon Footprint Lithium $152bn of ESG funds flowed into Low Carbon investments over 2021 Low Carbon Footprint Lithium Carbon intensity (1) Ni Sedimentary capital intensity costs are quite high currently, Bradda's assets are favourably located in the US near to end users N
Slide 9: Case Study – American Lithium
American Lithium – BHL Sedimentary Resource Growth Potential Only 2.4% of BHL Lithium Sedimentary Claims Drilled = Huge Potential for ResourceGrowth Case Study – American Lithium Bradda Head Lithium American Lithium TLC Cut-off (ppm) 400 800 Cut-off (ppm) 400 800 Grade (ppm)(1) 763 1,066 Grade (ppm)
Slide 10: Arizona – Sedimentary Portfolio
Arizona – Sedimentary Portfolio Sedimentary Lithium Projects Overview – Arizona All sedimentary assets have shared geology, with district- 1 wide capability. Geophysical programme has been conducted over the entire claim package, enabling more targeted drilling Extensive land package covering c.47km
Slide 11: 6Mt Exploration Target Basin Project
Resource Expansion and Metallurgical Testing Updated resource added 120kt of LCE and 1 identified a 1Mt to 6Mt LCE Exploration Target across the Basin Project 2018 drilled area covered 1.9% of claims, 2 updated 2022 area covers 2.4% of claims Results from follow-up metallurgical programme demonstrat
Slide 12: Arizona Projects – Wikieup
Wikieup Sedimentary Lithium Project Geophysics programme covering all sedimentary claims has identified possible clay strata, allowing for more targeted drilling Arizona Projects – Wikieup 16km2 of new claims added to Wikieup Project since IPO, total project area now covers c.29km2 Sonic drilling co
Slide 13: Case Study - Liontown Resources
Case Study - Liontown Resources BHL Pegmatite ResourceGrowth Potential Kathleen Valley Cross-Section Liontown Resources – c.90% of its value is in its Kathleen Valley Project Outcropping dykes Liontown Resources Cut-off (% Li2O) 0.55% Grade (% Li2O) 1.40% Tonnes (Mt) 156 300m LCE Contained (kt) 5,30
Slide 14: San Domingo Pegmatite District
San Domingo Pegmatite District Drilling Commenced – Intersected Spodumene Bearing Pegmatites in First Hole Dyke style formation pegmatites seen at the surface c.60m in length, potentially overlying deeper sill-like SD-DH22-001 structure hosting lithium bearing mineralised rock Bradda conducted exten
Slide 15: San Domingo – SRK 3D Mapping
190% Increase in Potential Pegmatites Identified San Domingo – SRK 3D Mapping SRK’s 3D remote mapping programme using high-resolution aerial imagery has identified a 190% increase in the area of likely pegmatite outcrops, originally covering 75 acres and now covering 220 acres Numerous new pegmatite
Slide 16: Nevada Brine Projects
Wilson and Eureka Wilson Eureka Summary Overview Summary Overview • Location: Nevada, • Located in Nye County, Nevada, 81 • Location: Nevada, USA • Located in Lander County, USA miles east of Clayton Valley and • Type: Brine Nevada, 106 miles northeast of the • Type: Brine the Silver Peak lithium br
Slide 17: Exploration Timeline
Fast Track Approach for Growth 2022 2023 2024 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Wikieup Analysis and Future Drill Drilling Results Programme Planning Wikieup Mapping and Resource Step Out Geophysics Permitting Drill Programme South Planning Estimate Programme Exploration Timeline Resource Step Out Resou
Slide 18: Investment Case
Why Bradda? Low geological risk Bradda has three types of lithium assets; pegmatites, clays and Capital Structure brines. All Bradda’s sedimentary assets are part of similar $14.3m (£.12.3m) cash as of end of August(1) 1 formations and mineralization styles. Pegmatites were previously mined in the 1
Slide 19: Investment Case
Low Carbon Footprint Sourced Lithium for the US Market Undervalued compared to peers and only a small fraction of the claims have drilling or a proven resource (2.4%), we expect a value uptick once more resources are proven up The US is facing a dramatic shortfall in domestic low carbon footprint li
Slide 20: Appendix
APPENDIX BRADDA HEAD = LITHIUM —
Slide 21: Advisers
Technical NOMAD Brokers Legal Audit Investor Relations Shard Capital Partners LLP Hill Dickinson LLP Isabella Pierre +44 (0) 207 186 9927 SRK Consulting (UK) Ltd Beaumont Cornish Ltd Peterhouse Capital Ltd Druces LLP Tavistock Martin Pittuck James Biddle Charles Goodfellow KPMG Nick Elwes +44 (0) 29
Slide 22: U.S Lithium Supply Gap
Bradda – Closing the US Lithium Supply Gap The USA is a growing, and strategicallyimportant lithium end user market US Demand 2021 US Supply U.S Lithium Supply Gap • 23 U.S. Gigafactories planned by 2026, (four are • Current total US annual production is c.5ktpa already operational) requiring c.340
Slide 23: Strategic Positioning
Strategic Positioning in the USA for Lithium End-Users USA Lithium Projects • In April 2021, the Biden administration released a $1.9 trillion infrastructure plan Eureka • Under the Biden administration, clean energy production will be ramped up, with lithium considered to be a key resource. $174 bi
Slide 24: Glossary & Abbreviations
BLM Bureau of Land Management Li2O Lithium oxide Mt Metric Tonnes Ha Hectares m Metres NURE National Uranium Resource Assessment K Potassium Mg/l Milligram per litre PFS Pre-feasability study Glossary & Abbreviations kT Thousand tonnes MRE Mineral Resource Estimate ppb Parts per billion LCE Lithium
Slide 25: Thanks
AIM:BHL | OTCQB:BHLIF Thanks.
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