Lake Resources N.l. · ASX:LKE
Lake Resources N.l — Morgans Mining Conference 2017
19 slides from Lake Resources N.l's conference presentation, Jul 20, 2017
Slide 1: Lake Resources: Size, Location, Unlocked Value
For personal use only LAKE RESOURCES Size, Location, Unlocked Value - Lithium at a Higher Level - Steve Promnitz, Managing Director Morgans Mining Conference - 19 July 2017
Slide 2: Disclaimer
Disclaimer For personal use only General Statement and Cautionary Statement This presentation has been prepared by Lake Resources N.L (Lake) for information purposes and meetings with sophisticated and professional investors, institutional investors and brokers and not any particular party. The info
Slide 3: Size, Location
Size, Location For personal use only Large Tenement Package Prime Location Brine & Hard rock One of the Largest Lease holdings in Amongst the Majors 3 brine projects well located a listed company ~ 170,000 Ha Production & Development 1 large pegmatite project projects next to Lake Projects Unlocked
Slide 4: Prime Location
Prime Location Lowest Cost For personal use only Production Orocobre Globally Albemarle SQM OLAROZ PASO SQM / Lithium Americas Among Major Large Lease Galaxy Producers Holdings Albemarle FMC Lake - Olaroz/Cauchari. Paso 170,000 Ha projects near Orocobre & 4 Projects KACHI SQM/Lithium Americas 3 Brin
Slide 5: Corporate Snapshot
Corporate Snapshot For personal use only LAKE RESOURCES (ASX:LKE) Total Current Shares on Issue 227,493,026 Funded Exploration Low Market Cap Listed Options (10c) 19,350,000 Unlisted Options (5c) 31,250,000 Unlisted Options (10c) Option over Catamarca Pegmatite project if exercised 1,539,250 19,000,
Slide 6: Lithium Brine & Hard rock - Projects
Lithium Brine & Hard rock For personal use only Size, Scale, Optionality - 4 Projects - Rare exposure to both brine and pegmatite projects One of largest listed lease holdings in Argentina 3 Lithium Brine Projects – 100,000 Ha Kachi – Drilling about to commence Olaroz/Cauchari – Drill access to foll
Slide 7: Kachi – New Discovery
Kachi – New Discovery … For personal use only New Discovery Large Undrilled Potential Lithium Brine Large Basin about to be drilled Untested. Undrilled. Scale. Positive Lithium Surface Results Next to Albemarle’s Antofalla Newly Recognised Area Consolidated Leaseholding South of FMC’s production Dri
Slide 8: Kachi Drilling
Kachi Drilling For personal use only New Discovery Potential Maiden drill program soon in large untested basin Positive surface results vindicate drilling focus Results should lead to resource & scoping study 8
Slide 9: Olaroz Cauchari Project
Olaroz Cauchari Project For personal use only Adjoins Production & Major Development Lithium Brine Project adjoins Orocobre Production & SQM/Lithium Americas Development Project ~19,000 Ha targeting same aquifers; pre-boom applications Drill access to follow recent permitting success 9 Source: Jujuy
Slide 10: Same Aquifer
Same Aquifer… For personal use only * Potential for Same Aquifer Target lateral extensions of same aquifer in production & being developed. New Target Methodology Recent research shows high flow potential drill targets along faulted boundaries of basin. Recent Success in Permitting Applications (pre
Slide 11: Large Belt of Pegmatites
Large Belt of Pegmatites For personal use only New 150km Long Belt Pegmatites + Lithium Target- Thick Swarms Newly recognised long belt Initial exploration targeting Only one other company in area where pegmatites merge to Adjacent drill results >2% LiO2 provide thick dyke swarms Outcropping spodume
Slide 12: Experienced Board
Experienced Board For personal use only STEVE PROMNITZ STU CROW NICK LINDSAY ANDREW BURSILL Managing Director Chairman Non-Exec Non-Exec Director CFO/Company Secretary Extensive Project Management More than 25 years of 25+ years of experience in Accounting/ governance experience in South America – e
Slide 13: Unlocking Deep Value
Unlocking Deep Value Catalyst rich 2H2017 For personal use only Drilling Approvals Offtake With Start of Drilling Permitting Approvals to Offtake Partner Potential Drilling on Kachi soon Access Olaroz-Cauchari & Resource/Scoping Study Results to display upside in Recent permitting success should Dis
Slide 14: Lithium Demand Up - Supply Choked
Lithium Demand Up - Supply Choked For personal use only Solid Demand 36% Growth New Gigafactories - 6x growth China Electric Vehicle Growth Forecast CATL larger than Tesla in 2020 Annualised from 2015 to 2017 Indian Gigafactories - now coming Electric Vehicles sales up- China/Europe. Volvo 100% EV i
Slide 15: Low Cost Region
Low Cost Region For personal use only Lithium Brine Producers – Lowest Cost Chile & Argentina are the lowest cost lithium producers globally and are forecast to remain the lowest cost and largest producers. Offtakers/Majors want Assets in this Region Lake secured projects/assets in this region. Pegm
Slide 16: Deep Value – Market Comparison
Deep Value – Market Comparison For personal use only 740 700 570 350 230 160 180 170 60 9 60 9 Lithium Advantage Lithium -X Latin Argosy Lake Americas Lithium Corp Resources Minerals Resources (LAC:TSX) (AAL:TSX-V) (LIX:TSX-V) (LRS:ASX) (AGY:ASX) (LKE:ASX) Source: Galaxy Resources; Update July 17 16
Slide 17: Scale, Value, Catalysts
Scale, Value, Catalysts For personal use only Prime Location Brine & Hardrock Large Leaseholding Amongst the Majors Scale, Optionality Lowest Cost Production 4 Key Projects Same Aquifers … Full lithium offering Large tenement package Development Potential Positioned pre-boom Kachi - New Drilling, Ac
Slide 18: JORC Code 2012 Edition – Appendix 1
Criteria Section 1 - Sampling Techniques and Data JORC Code 2012 Edition – Appendix 1 Sampling techniques • Brine samples were taken from groundwater with a bailing device from a hand dug pit that was deepened using a soil auger at depths of 0.2m to 1.7m. The bailer is lowered to the base of the hol
Slide 19: Lake Resources: Scale, Location, Unlocked Value
LAKE RESOURCES For personal use only Scale, Location, Unlocked Value - Lithium at a Higher Level - steve@lakeresources.com.au www.lakeresources.com.au +61 2 9188 7864 twitter.com/Lake_Resources IR (Henry) +61 431 271 538