Avenira Limited · ASX:AEV
Avenira — Shareholder Meeting (October 2022)
19 slides from Avenira's shareholder meeting presentation, Oct 31, 2022
Slide 1: Australia's First Integrated LFP Battery Cathode Project
For personal use only Australia’s First Integrated LFP Battery Cathode Project Annual General Meeting October 2022 ASX: AEV
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Avenira Limited (Avenira). This document does not constitute or contain an offer, Statements contained in this document, including but not limited to those regarding the possible or assumed future costs, the For personal use only invitation, solicita
Slide 3: Avenira's Value Creation Strategy
For personal use only Avenira’s Value Creation Strategy 3
Slide 4: Avenira is very well positioned in the Battery Value Chain
Avenira is very well positioned in the Battery Value Chain For personal use only By establishing a local, integrated supply chain, Avenira will sell critical high-value products into the electric vehicle, energy storage, agricultural and industrial chemical markets. Feedstock from the world-class Wo
Slide 5: Our Path to LFP Production
Our Path to LFP Production For personal use only Avenira’s Wonarah Project will supply a steady source of high-grade Phosphorous, an essential precursor for LFP Battery Cathodes and a high value input into agriculture TPA Plant LFP Plant LFP High Grade Conversion to Thermal Phosphoric Lithium Ferro
Slide 6: Our Value Creation Strategy
Our Value Creation Strategy Avenira is aiming to become Asia Pacific's first integrated For personal use only Battery Cathode Plant outside of China, Taiwan and Japan Expansion LFP Project Expansion Plans Development Scope to expand LFP manufacturing (and corresponding TPA) capacity in phases: DSO
Slide 7: Avenira's Relationship with Aleees
Avenira’s Relationship with Aleees Advanced Lithium Electrochemistry Ltd (Aleees) is only one of two companies outside China with complete For personal use only LFP cathode material manufacturing capability and patents for EV and stationary storage batteries. The MOU establishes Aleees as Avenir
Slide 8: The Rise of LFP Batteries
For personal use only The Rise of LFP Batteries 8
Slide 9: What is LFP Cathode Active Material?
What is LFP Cathode Active Material? Cathode Active Materials (CAM) are high purity chemicals that distinguish the application and output of different For personal use only types of Lithium-ion batteries Battery cell manufacturers are currently facing unprecedented demand for Lithium-ion batteries
Slide 10: The Rise of LFP Batteries
The Rise of LFP Batteries Lithium Ferro Phosphate batteries are growing rapidly in popularity for For personal use only electric vehicles and stationary storage Lower Cost: low cost, effective vs surging nickel and Faster Charge: cycle life for LFP batteries is significantly higher than other co
Slide 11: EV Manufacturers are Shifting to LFP
EV Manufacturers are Shifting to LFP For personal use only A desire for more cost-effective and safer battery cells has led major global automakers to turn to LFP as an alternative to standard Nickel-Cobalt-Manganese (NCM) and Nickel-Cobalt-Aluminum (NCA) based cells Electric Vehicle Manufacturers T
Slide 12: Strong LFP Market Outlook
Strong LFP Market Outlook For personal use only Rapid LFP demand growth is likely to see it become one of the dominant Li-ion battery chemistries in the next few years, due to its superior safety and performance characteristics, ESG values and more cost-effective structure. Global LFP Battery Market
Slide 13: Avenira's Competitive Advantage
For personal use only Avenira’s Competitive Advantage 13
Slide 14: Wonarah - Largest Premium Grade Phosphate Deposit In Australia
Wonarah - Largest Premium Grade Phosphate Deposit In Australia For personal use only Wonarah has the largest high-grade Phosphate resource In Australia with its Ore well suited for the production of high-purity TPA High Grade Phosphate Resource. Total Resource 532.9Mt (15% P2O5 cutoff grade) Measu
Slide 15: Avenira's Cost and Logistical Advantages
Avenira’s Cost and Logistical Advantages For personal use only Geographic proximity to the under-supplied raw materials required to produce LFP, enables Avenira to have significant cost and logistical advantages relative to other LFP producers Australia supplies approximately 50% of the world’s Li
Slide 16: Wonarah Delivers a High Purity Phosphoric Acid
Wonarah Delivers a High Purity Phosphoric Acid For personal use only TPA produced to feed the LFP Plant also provides Avenira flexibility in cross-selling into other high-value industrial chemical and fertilizer markets due to its high purity Thermal Phosphoric Acid boasts higher purity than Phosp
Slide 17: Potential for DSO Starter Project
Potential for DSO Starter Project Advanced offtake discussions to secure DSO offtake with a TPA For personal use only producer. First sales expected by H1 2023. Product Qualification with potential TPA offtaker Mine Management Plan expected to be completed in November 2022. Existing New Mining Camp
Slide 18: Avenira's Value Proposition
Avenira’s Value Proposition For personal use only Wonarah Mine located Australia’s Largest Optionality to build either TPA, LFP Close Proximity to Rail adjacent to pipeline for High-Grade Phosphate or both plants to capitalise on the and Road Infrastructure affordable energy to Ore Deposit LFP batte
Slide 19: Avenira Limited
For personal use only Avenira Limited ABN 48 116 296 541 www.avenira.com U6, 100 Mill Point Rd South Perth, Western Australia 6151 AUSTRALIA Media/Investor Queries PO Box 1704 Citadel-MAGNUS West Perth WA 6872 AUSTRALIA Michael Weir 0402 347 032 Jono van Hazel 0411 564 969 +61 8 9264 7000 | frontdes