Latrobe Magnesium Limited · ASX:LMG
Latrobe Magnesium — Investor Presentation (February 2018)
18 slides from Latrobe Magnesium's investor presentation, Feb 6, 2018
Slide 1: Latrobe Valley Presentation
For personal use only Latrobe Magnes um Latrobe Valley Presentation February 2018 David Paterson ASX: CEO LMG
Slide 2: Presentation contents
Latrobe Presentation contents Magnes um For personal use only 1. Latrobe project update 2. LMG location and site 3. Vertical Retort construction 4. Magnesium market and developments 5. Financial overview 6. State Economic Benefits 7. Timetable 2
Slide 3: 1. Latrobe Project update
Latrobe 1. Latrobe Project update Magnes um For personal use only Signed MoU with Yallourn for the supply of ash. Complete construction of vertical retort by end of Feb 2018 and tests by March 2018. Finalise new ash test work and complete feasibility study from March to June 2018. Secure sta
Slide 4: 2. LMG site
Latrobe 2. LMG site Magnes um For personal use only Swop Line from Yallourn Natural Gas Pipeline Swop Line From Hazelwood 320 Tramway Site 4
Slide 5: 2. LMG building Tramway Site Building
Latrobe 2. LMG building Magnes um For personal use only 5 320 Tramway Site Building
Slide 6: 2. LMG plant layout
Latrobe 2. LMG plant layout Magnes um For personal use only 6
Slide 7: 3. Horizontal retort - Pidgeon process
3. Horizontal retort - pidgeon Latrobe Magnes um process For personal use only 7
Slide 8: 3. Vertical Retort
3. Vertical Retort Latrobe Magnes um For personal use only 8
Slide 9: Furnace
For personal use only Only 9 Furnace
Slide 10: Fast Cycle Vertical Retort
Fast For personal use only Cycle Vertical Retort 1/16th by width the size of a commercial furnace same height 10
Slide 11: 4. Magnesium uses
Latrobe 4. Magnesium uses Magnes um For personal use only % • Aluminium alloy 37 • Die casting for automobiles 33 • Steel desulphurization 15 • Titanium sponge 14 • Other die casting 1 ----- 100 === 11
Slide 12: 4. Magnesium market and Latrobe developments
4. Magnesium market and Latrobe developments Magnes um For personal use only Primary Mg projections for - • 2016 actual 900,000 tonnes • 2017 projected 1,000,000 tonnes plus • 2024 projected 1,700,000 tonnes China produces some 86% of world production. World useage of Mg for auto in 2016 some 300,00
Slide 13: 4. Magnesium market and Latrobe developments
4. Magnesium market and Latrobe developments Magnes um For personal use only China projections for average Mg use in cars - • 2017 8.6 kg 258,000 tonnes • 2020 15 kg 495,000 tonnes • 2025 25 kg 825,000 tonnes • 2030 45 kg 1,485,000 tonnes China produces some 30M cars or 30% of world production in 20
Slide 14: 4. Magnesium developments: CRM for EU
4. Magnesium developments Latrobe Magnes um as a CRM for EU For personal use only 14
Slide 15: 5. Financial overview
Latrobe 5. Financial overview Magnes um For personal use only Capital Requirements 3,000 tpa A$M’s LMG Equity 12 R&D Funding 16 Victorian Grants 6 Federal RJIP Grant 6 ---- Total Project Funding 40 == Capex estimated at A$37M with a working capital requirement of A$3M. Total funding A$40M. EBITDA es
Slide 16: 6. State Economic Benefits
Latrobe 6. State Economic Benefits Magnes um For personal use only Industrial Ecology and Circular Economy principles • Job creation – 3,000 tpa plant: up to 50 permanent jobs and 75 construction jobs 40,000 tpa plant: up to 300 new permanent jobs with 240 construction jobs • Support regional develo
Slide 17: 7. Timetable
Latrobe 7. Timetable Magnes um For personal use only Tasks Timing • Complete Bankable Study April 2018 • Complete fund raising July 2018 • Construction – Site works Aug 2018 • Procurement & Permitting Sept 2018 • Production - Initial plant July 2019 • Expansion Stage 2 July 2020 17
Slide 18: Disclaimer
Latrobe Disclaimer Magnes um For personal use only • This presentation may contain forward looking statements that are subject to risk factors associated with the magnesium business. • It is believed that the expectations reflected in these statements are reasonable but they may be affected by a var
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