Argosy Minerals Limited · ASX:AGY
Argosy Minerals — Investor Presentation (October 2021)
21 slides from Argosy Minerals's investor presentation, October 2021
Slide 1: Investor Presentation
Investor Presentation October 2021 ASX: AGY www.argosyminerals.com.au
Slide 2: Disclaimer & Important Statement
Disclaimer & Important Statement • This presentation is for information purposes only. Neither this presentation nor the information contained in it constitutes an offer, invitation, solicitation or recommendation in relation to the purchase or sale of shares in any jurisdiction. This presentation m
Slide 3: Company Overview
Company Overview 3
Slide 4: What sets us apart from our peers
What sets us apart from our peers Owner of the Rincon Lithium Project, Salta Province, Argentina – 77.5% current interest, increasing to 90% ownership upon development of 10,000tpa operation Industrial-scale pilot plant in operation for over 2 years Proof of Concept – produced +30 tonnes of ba
Slide 5: Corporate Snapshot
Corporate Snapshot Capital Structure Recent Share Price Performance Shares on issue 1,250,271,704 0.25 50 Share price 1 A$0.19 Volume Close 45 0.20 40 Market capitalisation 1 A$238 million 35 (Price A$/sh) Cash 2 Volume (m) A$27.8 million 0.15 30 2 Debt Nil 25 Options 3 154,719,285 0.10 20 15 ASX co
Slide 6: Rincon Project: Lithium Production
Rincon Project: Lithium Production 6
Slide 7: Rincon Lithium Project: Production in Argentina
Rincon Lithium Project: Production in Argentina • Rincon Lithium Project located in the world-class “Lithium Triangle” in Salta Province, Argentina • Project area located adjacent to highway, gas pipeline, grid power & solar park • PEA completed in 2018 - US$399M1 NPV10%, IRR 53%, Opex US$4,645/t •
Slide 8: Industrial Scale Pilot Plant – Producing Li2CO3
Industrial Scale Pilot Plant – Producing Li2CO3 1 Industrial Scale Pilot Plant • Industrial scale pilot plant has successfully proven AGY’s proprietary technology • Produced +30t of battery quality lithium carbonate at >99.5% Li2CO3 purity • Delivered two cargoes to customers in Japan and South Kore
Slide 9: Stage in Construction: 2,000tpa Operation
Stage 2 in Construction : 2,000tpa Operation 2 2,000tpa Li2CO3 Production Capacity • Construction 40% complete • First Li2CO3 product by mid-2022 • CAPEX ~US$20 million (excl. VAT) - fully funded • Works progressing on schedule and budget Advantages associated with Argosy’s fast-track development st
Slide 10: Stage in Construction: 2,000tpa Operation
Stage 2 in Construction : 2,000tpa Operation 10
Slide 11: Stage in Construction: 2,000tpa Operation
Stage 2 in Construction : 2,000tpa Operation 11
Slide 12: 10,000tpa Expansion Operation
10,000tpa Expansion Operation 3 12,000tpa Li2CO3 Production Capacity • Completed PEA with exceptional results - low opex and robust returns • Permitting approval for additional 10,000tpa operation expected late-2021 • Will utilise the same processing technology as the 2,000tpa operation – modular ad
Slide 13: Significant Infrastructure Footprint
Significant Infrastructure Footprint • Rincon has significant site, power and transport infrastructure in place • Commercial 10,000tpa scale evaporation ponds (~300ha) to be constructed ~6km Existing ~38ha from production wells and proposed process operational evaporation ponds plant site Site of 2,
Slide 14: Minimal Environmental Footprint
Minimal Environmental Footprint High Water Low Impact Green Process & Low Energy Use Low Water Use Clean Technology Green Product Recycling Flora & Fauna Argosy has developed a chemical process technology with a minimal environmental footprint • Technology has two key differentiating factors compare
Slide 15: Low Carbon Footprint A Reality
Low Carbon Footprint A Reality • AGY has the ability to be truly carbon neutral • Altiplano Solar Power Park: - Less than 5km to plant operations - Final stages of construction, fully operational in late-2021 5km - Owned and operated by Neoen, France’s leading independent producer of renewable energ
Slide 16: Significant Exploration Potential to Realise
Significant Exploration Potential to Realise • 245,120t Li2CO3 JORC Indicated Resource to a vertical depth of 102.5m • Additional Exploration Target1 of 262,000t to 479,000t contained Li2CO3 within depth interval between 102.5m to 300m below ground level • Combined JORC Indicated Mineral Resource an
Slide 17: Argentina & Salta: Open for business
Argentina & Salta: Open for business • Investment friendly tax regime, no need to negotiate separate fiscal agreements: - 25% Corporate income tax - 30 year tax stabilisation - VAT is set at 21%, with some capital items attracting a lower rate of 10.5%. Reimbursement for imported capital assets & se
Slide 18: Tonopah Project: Exploration
Tonopah Project: Exploration 18
Slide 19: Tonopah Lithium Project – Nevada USA
Tonopah Lithium Project – Nevada USA TONOPAH IS STRATEGICALLY LOCATED IN THE EMERGING USA LITHIUM HEARTLAND • Located ~4km from Albermarle’s longstanding Silver Peak operation - the only lithium carbonate operation in USA (operating for +50yrs) • Geophysical data identifies lithium brine target area
Slide 20: Argosy: A New Lithium Producer
Argosy: A New Lithium Producer Staged development strategy - industrial scale pilot plant→2,000tpa→12,000tpa o Stage 1 – Pilot plant accelerating process and product qualification works o Stage 2 – 2,000tpa in construction → first commercial production from mid-2022 Rincon Lithium o Stage 3 – 10,0
Slide 21: Contact
Jerko Zuvela, Managing Director Contact +61 8 6188 8181 admin@argosyminerals.com.au Level 2, 22 Mount Street Perth WA 6000 Australia 21
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