Cleantech Lithium Plc · LSE:CTL
Cleantech Lithium — Investor Presentation (July 2023)
25 slides from Cleantech Lithium's investor presentation, July 2023
Slide 1: Green lithium production for the EV future
(AIM:CTL, Frankfurt:T2N, OTCQX:CTLHF) Green lithium production for the EV future July 2023 CARBON NEUTRAL | BATTERY GRADE LITHIUM | POWERED BY CLEAN ENERGY | SUSTAINABLE EXTRACTION CleanTech Lithium | 1
Slide 2: CleanTech Lithium – A Snapshot
CleanTech Lithium – A Snapshot New path for lithium in Chile – low impact, sustainable lithium extraction Three lithium projects in Chile, >500 km2 licence areas Total lithium resources exceed 2 million tonnes LCE – further upgrades due by mid-2023 Wholly owned licenced basins – no competing lithium
Slide 3: CleanTech Lithium – Key Data
CleanTech Lithium – Key Data Market listing: AIM, OTC, FWB, ASX soon Ticker: (AIM:CTL), (OTC:CTLHF), (FWB:T2N) Market cap: £50M Share price: 47p (01-June-23) Funds raised since Oct 2021: £21.9m Shares in issue: 106,433,500 Research: Canaccord / Fox Price Target: £5.50/ £4.45 (£4.0, £5.6, £12.3) Full
Slide 4: Board & Management
Board & Management Strong operational experience, local knowledge and commercial understanding Board STEVE KESLER ALDO BOITANO GORDON STEIN Executive Chairman Chief Executive Officer Chief Financial Officer • 45 years of executive and board roles in • Co-founder of CleanTech Lithium, 25 • Commercial
Slide 5: Lithium
Lithium THE RESOURCE OF THE 21ST CENTURY CleanTech Lithium | 5
Slide 6: Demand for Lithium
Demand for Lithium Forecast to increase exponentially Lithium is an essential material for the green economy and the decarbonisation of transport European Ll-ion Battery Cell Forecast Lithium demand forecast to rise: (*) • From 350,000 tonnes LCE in 2020 to 2.5 million tonnes LCE in 2030; • Over 7 m
Slide 7: Owned Projects
Owned Projects LOCATED IN THE LITHIUM TRIANGLE CleanTech Lithium | 7
Slide 8: Laguna Verde
#1 Laguna Verde • Total of six holes drilled and completed to date (June 2023) – LV01 to LV06 • Produced JORC compliant resource estimate of 1.5 million tonnes LCE at 206mg/L lithium in 2022 – majority of resource was upgraded to Measured + Indicated – based on initial three drill holes only • Curre
Slide 9: Laguna Verde: Scoping Study
Laguna Verde: Scoping Study Results announced January 2023 • Supports the potential for Laguna Verde to become a major supplier Key Operating Metrics Unit Study Outcome of battery-grade lithium Production Rate of Lithium Carbonate Tonnes per annum 20,000 • Calculates accumulated net cashflows (post
Slide 10: Francisco Basin
#2 Francisco Basin • Completed four wells (FB01, FB02, FB03 + FB05) and two additional wells (FB04 + FB06) added to take advantage of the progress made and while rig is on site • JORC compliant Inferred resource estimate of 0.5 million tonnes LCE in 2022, based on FB01 results • Average lithium grad
Slide 11: Llamara
#3 Llamara • Greenfields project in one of the largest basins in the lithium triangle, not previously drilled for lithium – total licence area 344 km2 Lithium Triangle Basin Company Basin Area (km2) Atacama SQM / Abarmale 18,100 Hombre Muerto Livent 4,000 Pampa del Tamarugal CleanTech Lithium 17,150
Slide 12: Our Vision: Leading Supplier of Green Lithium to the EV Market
Our Vision: Leading Supplier of Green Lithium to the EV Market BY USING DIRECT LITHIUM EXTRACTION, POWERED BY CLEAN ENERGY CleanTech Lithium | 12
Slide 13: Our Strategy
Our Strategy Sustainable value creation Expanded & upgraded resource at Laguna Verde Maiden resource at Francisco Basin New lithium discovery at Francisco Basin Produced 1kg of battery grade lithium IPO Scoping Study at Laguna Verde £5.6m advanced Raised Environmental Impact Assessments commenced at
Slide 14: Direct Lithium Extraction (DLE)
Direct Lithium Extraction (DLE) Low impact and sustainable Deploying DLE technology, a revolution Expanded & upgraded in sustainability for lithium extraction: resource at Laguna Verde • Brine is pumped to processing unit, resin used to extract only lithium, spent brine reinjected Maiden resource at
Slide 15: Chile
Chile LARGEST LITHIUM RESERVES GLOBALLY CleanTech Lithium | 15
Slide 16: Chile: The Home of Battery Metals
Chile: The Home of Battery Metals Chile Public/Private Model Supports Responsible Industry Growth at Reduced Risk Global Lithium Reserves (Million Tonnes) CTL’s strategy aligns with the Government’s National Lithium Strategy announced April 2023. Only DLE projects prioritised for the future with pri
Slide 17: Positioned for Production
Positioned for Production GREEN LITHIUM FOR THE BATTERY SUPPLY CHAIN CleanTech Lithium | 17
Slide 18: Our ESG Approach – Ambition and Values
Our ESG Approach – Ambition and Values Socially minded, environmentally driven and governed by our core values Ambition • To produce and supply battery-grade green lithium for the EV future Maiden resource at Francisco Basin Values: New lithium discovery at Francisco • Sustainable and equitable grow
Slide 19: Roadmap to raise ~USD $400m Capex Funding
Roadmap m to raise ~USD $400m Capex Funding Timing • Funding the capital cost of the project will only follow after Laguna Verde resources have been upgraded, the PFS is largely complete and DLE pilot plant results are known, etc. [ie. following further multiple de-risking and value inflection point
Slide 20: Summary: De-risked Path to Production
Summary: De-risked Path to Production Driving shareholder value – sustainable lithium for the EV future Excellent Right to operate Short lead time Proven DLE infrastructure No indigenous communities to production Technology * Roads, renewable power or unique flora/fauna to disturb & water supply Sup
Slide 21: Appendices
Appendices CleanTech Lithium | 21
Slide 22: DLE: Proven Technology in Various Countries
DLE: Proven Technology in Various Countries Pioneering Methodology for Sustainable Lithium Extraction Producers Energy Lake CleanTech Lanke Zangge Jintai Eramet/ Standard Vulcan Berkshire Compass E3 Company Livent Rio Tinto CTR Source Resources/ Lithium Lithium Lithium Lithium Qingshan Lithium Energ
Slide 23: Senior Management
Senior Management Strong operational experience, local knowledge and commercial understanding Senior Management Expanded & upgraded resource at Laguna Verde SERGIO VIDELA JASON BAVERSTOCK ALVARO FLOREZ SABINE MACAYA Studies & Projects Executive Strategy Legal Manager Operations Manager Manager & Dev
Slide 24: Disclaimer
Disclaimer This presentation (“Presentation”) is being supplied to you solely for your information. The These risks include, but are not limited to, risks associated with the minerals resource industry in Presentation has been prepared by, and is the sole responsibility of CleanTech Lithium (the gen
Slide 25: Contact Us
Contact Us Jersey Chile Investor Relations CleanTech Lithium plc, de Carteret House, Estoril 50, Las Condes, Felicity Winkles/ Philip Dennis Castle Street, St Helier, Jersey, JE2 3BT. Región Metropolitana Celicourt Communications T: +44 1534 668321 T: +562-32239222 E: ctl@celicourt.uk CARBON NEUTRAL
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