Kingsland Minerals Ltd. · ASX:KNG
Kingsland Minerals — Resources Rising Stars Summer Series 2024
28 slides from Kingsland Minerals's conference presentation, Dec 3, 2024
Slide 1: ASX Announcement: Kingsland Minerals to present at RRS Summer Series
ASX ANNOUNCEMENT 3 DECEMBER 2024 KINGSLAND MINERALS to present at RRS Summer Series Conference, December 2024 Kingsland Minerals Ltd (ASX: KNG) (Kingsland) advises that its Managing Director – Richard Maddocks, will be presenting at the Resources Rising Stars Summer Series Conferences, which are bei
Slide 2: Developing Australia's Largest Graphite Deposit
Developing Australia’s Largest Graphite Deposit December 2024 Resources Rising Stars – Summer Series
Slide 3: Disclaimers
Disclaimers Nature of this document: The purpose of this presentation is to provide general information about Kingsland Minerals (ACN 647 904 014) (the ‘Company’). Unless otherwise stated herein, the information in this presentation is based on the Company’s own information and estimates as of the d
Slide 4: Why invest in Kingsland Minerals?
Why invest in Kingsland Minerals? Kingsland 100% Leliyn Exploration Successful Mineral Resource 250km from Strategic owns the Leliyn Target of 700Mt – metallurgical is near surface Darwin port with partnership with Graphite Project in 1,100Mt @ 7-8% testwork delivered and amenable to rail/road acces
Slide 5: Strategic Partner – Quinbrook Infrastructure Partners (QIP)
Strategic Partner – Quinbrook Infrastructure Partners (QIP) Who are Quinbrook? Quinbrook Infrastructure Partners is a specialist investment manager focused exclusively on the infrastructure needed to drive the energy transition in the UK, US, and Australia What do Quinbrook do? Quinbrook is led and
Slide 6: Strategic Partner – Quinbrook Infrastructure Partners (QIP)
Strategic Partner – Quinbrook Infrastructure Partners (QIP) Placement of 11.11m shares at $0.23/share Quinbrook Infrastructure Partners to invest $2.55m into Kingsland and become cornerstone investor with 15% of issued capital. Investment represents 30% premium to 20-day VWAP. Quinbrook has one boar
Slide 7: Strategic Partner – Quinbrook Infrastructure Partners (QIP)
Strategic Partner – Quinbrook Infrastructure Partners (QIP) Rationale of investment • Establishment of a domestic, integrated mining, processing and downstream processing stream • Minimise jurisdictional risk: mining and downstream processing are both located in the Northern Territory • Reduction of
Slide 8: Leliyn Mineral Resource Estimate
Leliyn Mineral Resource Estimate Largest graphite deposit in Australia based on 25% of the graphitic schist 16 18 16.0% 16.1% 14 15.0% 16 14.2Mt 13.3% 14 Mineral Resource Contained Graphite (Mt) 12 12.2% Mineral Resource Grade (TGC %) 11.0% 12 10 9.0% 10 8 8.5Mt 7.3% 6.9% 8 6.4% 6 6 4.5% 4.7% 4 4 3.
Slide 9: Global Top Graphite Deposits
Global Top 10 Graphite Deposits Leliyn is a globally significant graphite deposit in a tier one mining jurisdiction 119.9Mt 100 28.5% 30 90 25 Mineral Resource Containged Graphite (Mt) 80 Mineral Resource Grade (TGC %) 70 20 17.2% 60 60.0Mt 50 15 11.6% 40 7.7% 10 30 7.2% 7.3% 5.1% 5.4% 20 24.4Mt 22.
Slide 10: Australian Graphite Deposits
Australian Graphite Deposits Leliyn is ideally located with access to Darwin and International markets Excellent location in the Pine 2 Creek mining district 250km from Darwin Port with rail/road access Existing infrastructure with a long history of mining and exploration 1 Leliyn is ideally placed
Slide 11: Infrastructure in Place
Infrastructure in Place Existing Infrastructure ✓ Rail loading area used for Frances Creek Iron Ore Mine in 1970’s ✓ Haulage road from Frances Creek to rail loading area. ✓ Sealed Kakadu and Stuart Highways ✓ 110 kV power line ✓ Gas pipeline ✓ Pine Creek, accommodation, fuel etc Frances Creek Iron O
Slide 12: Leliyn Graphite Project
Leliyn Graphite Project Mineral Resource Area with drilling to date and location of cross-section
Slide 13: Maiden Mineral Resource Estimate
Maiden Mineral Resource Estimate Leliyn is Australia’s largest graphite deposit – with exceptional upside 140 m Maiden Inferred Mineral Resource of 194.6mt @ 7.3% TGC containing 14.2Mt graphitic carbon released in March 2024 Massive upside along remaining 16km of strike for additional resources Outc
Slide 14: Updated Exploration Target
Updated Exploration Target Leliyn is a globally significant graphite deposit – ability to optimise resource Updated Exploration Target of 700 – 1,110Mt @ 7-8% TGC for 50-90Mt of contained graphitic carbon released in June 2024 Only 25% (4.7km) of total graphitic schist unit has been drilled, identif
Slide 15: Leliyn Graphite Metallurgical Test-work
Leliyn Graphite Metallurgical Test-work Flotation test-work has produced a commercial grade concentrate >94% TGC Important milestone as metallurgical testwork proves that Leliyn can produce a marketable product Test-work ongoing to optimise flotation flowsheet Bulk concentrate sample being generated
Slide 16: Leliyn Graphite Processing
Leliyn Graphite Processing MINE GRAPHITIC SCHIST Conventional open cut truck and shovel MINE SITE PROCESSING PINE CREEK Crush, Grind and Float By to produce ~94% con KINGSLAND Truck/rail to Darwin MICRONISE Process graphite flakes to consistent size SPHERONISE PROCESSING Shape graphite flakes FACILI
Slide 17: Graphite Demand driven by Electric Vehicles and Battery Energy Storage Systems
Graphite Demand driven by Electric Vehicles and Battery Energy Storage Systems EU, UK, China ban ICE by 2035 | nearly 10% of new car sales in Aust are EV’s¹ Cobalt Lithium Iron Increasing EV car sales will drive increasing graphite 4% 3% 3% demand Manganese Graphite Typical EV battery contains: 5% 2
Slide 18: Graphite Demand driven by Electric Vehicles
Graphite Demand driven by Electric Vehicles EV’s driving demand growth – demand to outstrip supply Battery market to grow from current ~55% of total graphite demand to 80% in 2030. Increased demand combined with supply limitations will lead to increased prices for flake graphite USA tariffs (25%) on
Slide 19: Graphite Supply
Graphite Supply Public policy driving procurement of graphite supply outside of China United States • Transition rules in place for graphite sourcing • No graphite from FEOC (inc. China) from 2027 • OEMs must demonstrate how they will source compliant graphite from 2027 to Public Policy & qualify fo
Slide 20: Graphite Supply
Graphite Supply Public policy driving procurement of graphite supply outside of China The Australian Wednesday Nov 27 Market uncertainties positive for future battery minerals pricing Australian Financial Review Wednesday Nov 27
Slide 21: Graphite Price
Graphite Price Graphite demand and supply constraints: graphite price will respond Current price for fine flake graphite at 8-year lows
Slide 22: Kingsland Minerals – Going Forward
Kingsland Minerals – Going Forward Maiden Mineral Resource Estimate Leliyn • Infill drilling to upgrade to Indicated classification Marketable concentrate >94% • Commercial grade concentrate at 80% recovery COMMENCED Advanced graphite metallurgy test-work Due first half 2025 • Assess optimal end-use
Slide 23: Leliyn Graphite
Leliyn Graphite Globally significant Leliyn has scale, Leliyn has Strategic graphite deposit, Inferred MRE location, NT Partnership tier one project in a of 195mt @ Australia is with a healthy tier one location 7.3% TGC ideal for export balance sheet to Asia
Slide 24: Kingsland (ASX:KNG) Corporate Snapshot
Kingsland (ASX:KNG) Corporate Snapshot Capital Structure Board of Directors Managing Director, MSc (Mineral Economics), BAppSc (Geology), Grad Share Price $0.18 Dip (Finance & Investment), FAusIMM, GAICD • Geologist with 30+ years of mining, development and exploration experience Shares on Issue 72.
Slide 25: Appendix 1 - Australian Graphite Deposits
Appendix 1- Australian Graphite Deposits TOTAL MINERAL RESOURCE Measured Indicated Inferred ASX Code Deposit Company Country Contained Grade Contained Grade Contained Contained ASX Source Tonnes Grade TGC% Tonnes Tonnes Tonnes Grade TGC% Graphite TGC% Graphite TGC% Graphite Graphite KNG Leliyn Kings
Slide 26: Appendix 2 - Global Graphite Deposits
Appendix 2- Global Graphite Deposits TOTAL MINERAL RESOURCE Measured Indicated Inferred Ticker Code Company Deposit Country Grade Contained Grade Contained Grade Contained Grade Contained ASX Source Date Tonnes Tonnes Tonnes Tonnes TGC% Graphite TGC% Graphite TGC% Graphite TGC% Graphite SYR Syrah Re
Slide 27: Competent Persons Statement
Competent Persons Statement Information regarding the Mineral Resource Estimate for the Leliyn Graphite Deposit is extracted from the report ‘Australia’s Largest Graphite Resource’ created on 13 March 2024. . This report is available to view on www.kingslandminerals.com.au or on the ASX website www.
Slide 28: Contact
Contact www.kingslandminerals.com.au info@kingslandminerals.com.au +61 8 9381 3820
Kingsland Minerals — Resources Rising Stars Summer Series 2024 on 6ix