Grounded Lithium Corp · TSXV:GRD
Grounded Lithium — Investor Presentation (April 2023)
24 slides from Grounded Lithium's investor presentation, April 2023
Slide 1: Corporate Presentation April 2023
Corporate Presentation April 2023 W W W G R O U N D E D L I T H I U M . C O M ` EXCITING ENTRANT IN CANADIAN LITHIUM RESOURCE DEVELOPMENT www.groundedlithium.com | TSX.V: GRD.V | OTCQB: GRDAF
Slide 2: Disclaimer
Disclaimer This presentation material contains forward-looking statements and forward-looking information within the meaning of Section 27A of the Securities Act of 1933, as amended, Section 21E of the Securities Exchange Act of 1934, as amended, and applicable Canadian securities laws. The opinions
Slide 3: Corporate Vision: Best-in-Class Canadian Lithium Producer
Macro backdrop – North American battery supply chain Corporate Vision: industry rapidly expanding to Build a Best-in-Class, Environmentally Responsible, compete globally. Provides Canadian Lithium Producer strong sustained tailwinds W W W G R O U N D E D L I T H I U M . C O M Proven resource develop
Slide 4: Leadership Team
Leadership Team Disciplined resource development professionals with history of economic success Over 35 years combined technical and managerial Over 28 years of combined experience in finance and Gregg Smith Greg Phaneuf W W W G R O U N D E D L I T H I U M . C O M experience leadership disciplines P
Slide 5: Board of Directors & Advisors
Board of Directors & Advisors Wisdom and expertise to guide management and steward shareholder interests Board Member Experience Chair Other Committees John Wright Chairman of GLC, Mr. Wright also serves as the Chairman of two resource Board, development companies in the oil and gas sector (Touchsto
Slide 6: Foundation of Business Plan Achieved
Foundation of Business Plan Achieved Team Focused on Rapid Execution Towards Commercial Production PEA: Preliminary Economic Assessment LCE: Lithium Carbonate Equivalent 2020 2021 2023/2024 (On the Horizon) W W W G R O U N D E D L I T H I U M . C O M Q4 Q4 2022 • Brine Lab Pilot – 3rd Parties (Q2 20
Slide 7: Macro Tailwinds Abound
Macro Tailwinds Abound Largely an EV Driven Story but Other Factors at Play (ie. energy storage, military, etc) • To meet the world’s demand, massive amounts of capital need to be brought to the W W W G R O U N D E D L I T H I U M . C O M mining sector, in particular critical minerals. • Not likely
Slide 8: Balancing Battery Supply Chain to North America
Balancing Battery Supply Chain to North America US & Canada (public & private sectors) eyeing battery industry expansion • GLC’s vision anticipates providing feedstock to manufactures in the lithium battery supply chain (e.g., anode/cathode manufacturers, ultimate customer of batteries such as an au
Slide 9: GLC Project Area: The Leduc Formation
GLC Project Area The Leduc Formation / AKA the Duperow in Saskatchewan Leduc formation: extensively dolomitized ancient carbonate complex that spans 100s km2 and is over 200 m thick Southern Alberta & Saskatchewan has massive shallow W W W G R O U N D E D L I T H I U M . C O M water carbonate struct
Slide 10: Strategic Positioning
Strategic Positioning Maximizing resource while minimizing costs Compelling Geology • High lithium concentration tests confirm mechanics for trapping of lithium-enriched brines W W W G R O U N D E D L I T H I U M . C O M • Large brine volumes, from thick reservoir with excellent developed porosity •
Slide 11: GLC Project Area: Kindersley Lithium Project
GLC Project Area Kindersley Lithium Project (”KLP”) - Inferred Resource1 – 4.2 million tonnes LCE ➢ Sufficient acreage for multiple projects GLC 1St Test Well ➢ First project is forecasted at 10,000 tonnes/yr (2nd Lithium Well in Sask) AB SASK MB (lithium carbonate or lithium hydroxide depending on
Slide 12: Preliminary Economic Assessment
Preliminary Economic Assessment Requires Dynamic Reservoir Modelling • Determines Inter-Well Distance (interference) • Brine Transmissibility – long term flow • Supports recovery of resource • Production forecasting W W W G R O U N D E D L I T H I U M . C O M • Development planning Benefits Resource
Slide 13: Pressure Support Delivers Reliable Consistent Production
Proven High Deliverability & Recoveries Pressure Support Delivers Reliable Consistent Production (Flat) Predicted Short Horizontal Well Performance Relative to Vertical Brine Producers in 100,000 Leduc/Duperow 10 Year Production Forecast1 04.15 with short horizonal leg and ESP W W W G R O U N D E D
Slide 14: Tier 1 Operating Jurisdiction to Build Business
-Tier 1 Operating Jurisdiction to Build Business Saskatchewan Chose GLC, We Did Not Chose Saskatchewan! Resource Potential Lead GLC Efforts Saskatchewan ranked 3rd in the world for Easy access to infrastructure and services including: investment attractiveness in the Fraser Institute’s • High graded
Slide 15: Direct Lithium Extraction - DLE
Direct Lithium Extraction - DLE Deploy capital to resource development, not R&D DLE: Key to Future of Clean Energy in Western Canada • Applies innovative process to Western Canada’s tremendous lithium resource potential while W W W G R O U N D E D L I T H I U M . C O M leveraging oil & gas expertise
Slide 16: DLE Technology Assessment Readiness
DLE Technology Assessment Readiness Well Completion Efforts Support Next Stage of Business Plan W W W G R O U N D E D L I T H I U M . C O M Image – 38 bbls of lithium-rich brine from 04.15.32.23W3 well in storage for future lab pilot phase of technology evaluation and proof of extraction DLE Technol
Slide 17: ESG & Lithium from Brine
ESG & Lithium from Brine DLE delivers improved social and environmental license Environmentally Friendly Current Lithium Sources • Much lower environmental impact (less land disturbance, minimal water consumption and Large Environmental Footprint W W W G R O U N D E D L I T H I U M . C O M emissions
Slide 18: Building Blocks to PEA
Building Blocks to PEA GLC following step-wise plan to unlock value Near-Term Catalysts • Selection of top 2 W W W G R O U N D E D L I T H I U M . C O M technology providers • Test results from top 2 lab pilot runs • Selection of chosen DLE technology • Filing of PEA • Initial steps to design, permi
Slide 19: Capitalization
Capitalization| TSX.V – GRD | OTCQB: GRDAF Clean balance sheet with capital structure conducive for growth and returns for all shareholders Capitalization (as at March 31'23) GLC Ownership TSXV: GRD - Share Price $ 0.39 14% Outstanding Common Shares (shrs millions ) 69.7 W W W G R O U N D E D L I T
Slide 20: How to Value Grounded Lithium
How to Value Grounded Lithium Market Comp KLP NPV (UNRISKED) Cash & shrs Key Assumptions1 W W W G R O U N D E D L I T H I U M . C O M 100% PL shrs • US$20,000/tonne realized sales price (LCE or LiOH) • Deal metrics: • 2 - 10,000 tonne/yr phases • CAD$40MM, 500MM AZL shares at • Capex intensity: US$2
Slide 21: Why Invest
Why Invest Robust Value Proposition to Investors • Provide critical exposure to the global energy- Measured strategy designed to transition shift achieve operational wins and • Proven resource development team – history W W W G R O U N D E D L I T H I U M . C O M successes, while minimizing dilution
Slide 22: Appendix
W W W G R O U N D E D L I T H I U M . C O M APPENDIX 22
Slide 23: Efficient Acquisition of Quality Resource
Efficient Acquisition of Quality Resource Continue to Deploy Internal Capabilities to Acquire Additional Acreage at Competitive Metrics Total Mineral Rights Area Total Bonus $ Paid W W W G R O U N D E D L I T H I U M . C O M GROUNDED GROUNDED LITHIUM 333 sections $1,358,978 PEER #1 174 sections LITH
Slide 24: Lithium to Remain Dominant Metal in Battery Chemistry
Lithium to Remain Dominant Metal in Battery Chemistry Especially in the EV Market due to light molecular weight, charge capacity, safety, etc W W W G R O U N D E D L I T H I U M . C O M There is a a reason why Tesla, GM, etc are ‘driving’ down to the upstream source. High input costs either squeeze
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