Galan Lithium Limited · ASX:GLN
Galan Lithium — Mines and Money London 2023
20 slides from Galan Lithium's conference presentation, Dec 1, 2023
Slide 1: Investor Presentation
For personal use only Investor Presentation MINES AND MONEY, LONDON 30 November 2023 ASX:GLN | FSX:9CH galanlithium.com.au 1
Slide 2: Disclaimers & Important Information
Disclaimers & Important Information This presentation has been prepared by Galan Lithium Limited. Competent Persons The information contained herein that relates to exploration results and geology is based on information compiled or reviewed by Dr Luke Milan, who has consulted to the Company. Dr Mil
Slide 3: Introduction
For personal use only 01 Introduction
Slide 4: The Highest Grade, Lowest Impurity Lithium Project in Argentina
The Highest Grade, Lowest Impurity Lithium Project in Argentina For personal use only World-class location Pathway to expansion Located within South America’s world-renowned ‘Lithium Significant 7.3Mt LCE Mineral Resource base3 and 4 Triangle’, within a 20km radius of Allkem, Livent and POSCO Phase
Slide 5: Galan Lithium Overview
For personal use only 02 Galan Lithium Overview
Slide 6: Corporate Snapshot
TBU ahead of launch Corporate Snapshot Strong cash liquidity, tight share register Market Capitalisation Share Price (27 November 2023) Major Shareholders For personal use only A$219m A$0.62 A$/share Shares on Issue 2.5 2.3 353.2m 2.1 1.9 Cash/Investments 1.7 1.5 A$33m 1.3 1.1 Directors & Top 20 Unq
Slide 7: World-Class Location
World-Class Location Highly strategic positioning 25+ year history of production within salar For personal use only Significant regional infrastructure and investment with excellent government and community support Highest grade, lowest impurity lithium brine assets in Argentina 7.3Mt total resource
Slide 8: Recent Highlights
Recent Highlights Phase 1 and 2 DFS Delivered, Full Phase 1 Construction Permits Granted and Construction Underway Phase 2 DFS announced 3 October 2023 (5); compelling economics for 20.9ktpa LCE production For personal use only Full Phase 1 (5.4ktpa LCE production) construction permits granted (1);
Slide 9: Construction Permits Granted – Works Commenced
Construction Permits Granted – Works Commenced Full Phase 1 HMW construction permits granted * Phase 1 preparation works commenced with For personal use only engineering and long lead items on track for delivering lithium chloride production of 5.4ktpa LCE in H1, 2025 Permits include ponds, plant, o
Slide 10: Compelling Economics
Compelling Economics Phase 2 DFS Announced 3 October 2023 Flagship HMW Project 100% Ownership For personal use only Proven processing route Cost Analysis - Lithium Carbonate Equivalent Cost Curve Year 2025 Production of 21 ktpa LCE 16,000 14,000 #REF! #REF! All-In Sustaining Cost (US$/t LCE) 12,000
Slide 11: Low Risk – Staged, Flexible Production Plan
Low Risk – Staged, Flexible Production Plan Fast track route to Li production Targeting first-phase HMW Li concentrate production in H1 2025 For personal use only Phase 1 – >5ktpa LCE Phase 2 – 20ktpa LCE Phase 3 – 40ktpa LCE Phase 4 – 60ktpa LCE DFS delivered and full DFS delivered 3 October Evalua
Slide 12: ESG Focus Areas
Galan Lithium ASX:GLN ESG Focus Areas ESG UPDATE Q3 2023 Highlights and achievements Q2 and Q3: ● Commenced ESG reporting against For personal use only the World Economic Forum’s framework of 21 metrics ● Relevant personnel, local communities and agencies were engaged and consulted during the Phase
Slide 13: Highly Experienced Team
Highly Experienced Team With a proven track record For personal use only Richard Homsany JP Vargas de la Vega Daniel Jimenez Terry Gardiner Claudia Pohl Non-Executive Chairman Founder & Managing Director Non-Executive Director Non-Executive Director Non-Executive Director • Experienced corporate law
Slide 14: Highly Experienced Team
Highly Experienced Team A strong and talented group of professionals with world class knowledge and extensive local experience Juan Carlos Barerra Boris Caro Alvaro Henriquez Francisco Lopez Pablo Sanz For personal use only Project & Board Consultant Project Advisor/Director Group Geology Manager Ex
Slide 15: The Premier Lithium Developer
The Premier Lithium Developer For personal use only Strong local community and Strong local team, including ex The best Lithium project in Argentina government support, evidenced SQM team, experienced in (high grade, low impurities) with by recent grant of full Phase 1 Lithium project execution and
Slide 16: Further project pipeline
Further project pipeline Hardrock lithium exploration upside Greenbushes South Lithium For personal use only Project - 100% ownership • E70/4790 only 3km south of Greenbushes Lithium mine • Tenements intersect the Donnybrook- Bridgetown Shear Zone • Drilling complete at Galan’s Greenbushes South Lit
Slide 17: Appendix: Mineral Resource & Ore Reserve Estimate
For personal use only A Appendix Mineral Resource & Ore Reserve Estimate
Slide 18: Mineral Resource Estimate
Mineral Resource Estimate Mineral Resource Statement for Candelas1 Mineral Resource Statement for Hombre Muerto West2 In situ Li Avg. Li LCE Avg. K In situ K KCl In situ Li Avg. Li LCE Avg. K In situ K KCl For personal use only Category (kt) (mg/l) (kt) (mg/l) (kt) Equiv. Category (kt) (mg/l) (kt) (
Slide 19: Ore Reserve Statement
Ore Reserve Statement Ore Reserve Statement for Hombre Muerto West (effective date September 2023) For personal use only Production Period Pumped Brine Vol. Ore Reserve Category Well Field Li Metal (kt) Avg. Li grade (mg/L) LCE (kt) (Years) (Mm3) West 1-7 34.9 30.8 884.0 101.2 Proven Santa Barbara -
Slide 20: Contact
Contact ACN 149 349 646 ASX : GLN | FSX : 9CH Juan Pablo (“JP”) Vargas de la Vega For personal use only Managing Director Email: jp@galanlithium.com.au Tel: +61 8 9214 2150 Terry Gardiner Director Email: terry@galanlithium.com.au Tel: +61 400 900 377 Jane Morgan Investor and Media Relations Email: j