Argosy Minerals Limited · ASX:AGY
Argosy Minerals — Macquarie WA Forum (November 2022)
19 slides from Argosy Minerals's conference presentation, Nov 29, 2022
Slide 1: Company Presentation
Company Presentation For personal use only November 2022 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
For personal use only Company Overview 3
Slide 4: Investment Case
Investment Case For personal use only Strong cash position, to be Becoming only the second Clear growth and development boosted by sales at record commercial lithium pathway with strong strategic lithium prices from 2,000tpa carbonate producer on ASX interest to fund 10,000tpa production operations
Slide 5: Building a Tier-1 Lithium Producer
Building a Tier-1 Lithium Producer For personal use only Experienced Team Proven Technology Clear Growth Path • Well established & experienced • Industrial Scale Pilot Plant has • Construction of 10,000tpa team of professional & technical produced >30t of battery quality operation planned to operato
Slide 6: Diversified Project Portfolio with Growth Potential
Diversified Project Portfolio with Growth Potential For personal use only Rincon Project – Salta Province, Argentina • Located within world renowned Lithium Tonopah Triangle, Salta Province, Argentina • Rincon has readily accessible site, power/energy and transport infrastructure in place to support
Slide 7: Corporate Snapshot
Corporate Snapshot For personal use only Capital Structure Recent Share Price Performance Shares on issue 1,404,407,498 0.70 1 Share price A$0.595 0.60 Market capitalisation 1 A$836 million Cash 2 A$33.57 million 0.50 Debt 2 Nil (Price A$/sh) 0.40 ASX code AGY 0.30 0.20 Major Shareholders Board & Ma
Slide 8: Argosy Directors & Management
Argosy Directors & Management For personal use only Mal Randall Jerko Zuvela Bruce McFadzean Peter De Leo Pablo Alurralde Non-Executive Chair Managing Director Non-Executive Director Non-Executive Director President Puna Mining S.A. Mr Randall holds a Bachelor of Mr Zuvela is a Chartered Professiona
Slide 9: 2,000tpa Operation – moving to production
2,000tpa Operation – moving to production For personal use only Status ➢ Development 98% complete ➢ Commissioning works in progress – 86% complete ➢ Successfully produced primary lithium product to date ➢ First battery quality Li2CO3 product this quarter ➢ Ramp-up and steady-state Li2CO3 production
Slide 10: 2,000tpa Operation – moving to production
2,000tpa Operation – moving to production For personal use only 10
Slide 11: 10,000tpa Expansion Operation
10,000tpa Expansion Operation For personal use only • Technical & financial works outline exceptional results and commercial metrics • Awaiting regulatory approval for 10,000tpa expansion operation • Utilising same proven and tested processing technology as 2,000tpa operation • Post regulatory appro
Slide 12: Clear Development & Production Growth Path
Clear Development & Production Growth Path For personal use only Production Expansion Development >12,000tpa Li2CO3 Production Operations >12,000tpa 10,000tpa Operation Development 10,000tpa Li2CO3 Production Operations 12,000tpa Industrial Scale Pilot Plant Operations Produced +30t >99.5% Li2CO3 2,
Slide 13: Significant Infrastructure Footprint
Significant Infrastructure Footprint For personal use only Rincon has significant site, power and Existing ~38ha transport infrastructure in place operational evaporation ponds Commercial 10,000tpa scale evaporation Site of 2,000tpa facility & ponds (~300ha) to be constructed ~6km from planned 10,00
Slide 14: Minimal Environmental Footprint
Minimal Environmental Footprint For personal use only Low Energy Use Low Water Consumption High Water Recycling • Initially ~1MW for 2,000tpa • 8m3/h for 2,000tpa operation & • ~90% of operational water to be operation & ~6MW for ~40m3/h for 10,000tpa operation recycled 10,000tpa operation • Ensures
Slide 15: ESG – A Commitment to Sustainability
ESG – A Commitment to Sustainability For personal use only Reducing Environmental Valuing People & Governance and Impact Communities Sustainability • Emission Reduction • CSR Program established • Implementation of • Waste Management 2017 strengthened Enterprise • Water conservation • Improving gene
Slide 16: Resource Expansion Underway – Exploration Upside
Resource Expansion Underway – Exploration Upside For personal use only 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
Slide 17: Tonopah Lithium Project – Nevada, USA
Tonopah Lithium Project – Nevada, USA For personal use only 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 Geophysical data identifies lithium brine target areas Gr
Slide 18: Upcoming Milestones
Upcoming Milestones For personal use only ✓ Complete commissioning works for 2,000tpa Li2CO3 operation ✓ Ramp-up & progress to steady-state 2,000tpa Li2CO3 production operations Finalise strategic investment arrangements for 10,000tpa capex funding ✓ solution Execute investment & off-take agreements
Slide 19: Contact
For personal use only Jerko Zuvela, Managing Director Contact +61 8 6188 8181 admin@argosyminerals.com.au Level 2, 22 Mount Street Perth WA 6000 Australia 19