Patagonia Lithium Limited · ASX:PL3
Patagonia Lithium — Investor Presentation (April 2023)
23 slides from Patagonia Lithium's investor presentation, Apr 20, 2023
Slide 1: Patagonia Lithium Q2 2023 Investor Presentation
For personal use only 20 April 2023 ASX:PL3 PATAGONIA LITHIUM Q2 2023 Investor Presentation
Slide 2: Disclaimer
Disclaimer For personal use only NATURE OF THIS DOCUMENT FORWARD LOOKING STATEMENTS This presentation has been prepared by Patagonia Lithium Limited (ACN 654 004 403) (Company). The Statements and material contained in this presentation, particularly those regarding possible or assumed future inform
Slide 3: Highlights
Highlights For personal use only • Raised $8.6m (before costs) with 58.565m shares on issue – market cap of $11.7m at $0.20 per share. • Tightly held capital structure – founders supporting and holding ~25% of shares and ~67% shares held by top 20 shareholders at PL3’s listing date. • Paid ~A$3.8 mi
Slide 4: Highlights (cont) - Project Overview and Exploration Program
Highlights (cont) For personal use only Project Overview • Formentera and Cilon Projects (Paso • The Company has acquired 100% Salar, Jujuy Province) – covers 1,752 interest in the exploration assets – and 199 Has respectively adjacent to Formentera Project, Cilon Project and Lake Resources (ASX:LKE
Slide 5: Top Shareholders & Capital Structure
Patagonia Lithium Ltd - Top 5 Shareholders & Capital Structure For personal use only 5
Slide 6: ASX-listed explorers in Argentina's Lithium Triangle
ASX-listed explorers in Argentina's Lithium Triangle For personal use only Allkem Ltd ASX:AKE Mkt Cap: $6.90B Lake Resources Ltd ASX:LKE Mkt Cap: $647.21M Lithium Energy Ltd ASX:LEL Mkt Cap: $58.43M Galan Lithium Ltd ASX:GLN Patagonia Lithium Formentera and Mkt Cap: $311.51M Cilon Projects Power Min
Slide 7: Formentera and Cilon Projects (Paso Salar)
Formentera and Cilon Projects (Paso Salar) For personal use only Picture of Formentera and Cilon looking west Shows the three lines for the MT geophysics survey at Formentera/Cilon 7
Slide 8: Tomas III Project (Incahuasi Salar)
Tomas III Project (Incahuasi Salar) For personal use only Exploration licence area (in red) Looking north west at Tomas III from Incahuasi Salar basin Yellow lines show approximate location of CSAMT geophysics survey. 8
Slide 9: Board of Directors
Board of Directors For personal use only Mr Phillip Thomas Mr Gino D’Anna Mr Paul Boyatzis Technical Support Executive Chairman Non-Executive Director Non-Executive Director Team Argentina • Phillip has more than 20 years’ experience • Paul has over 35 years' experience in the In Argentina we have t
Slide 10: Global lithium-ion battery market size
"The global lithium-ion battery market size is projected to grow For personal use only from USD 41.1 billion in 2021 to USD 116.6 billion by 2030; it is expected to grow at a CAGR of 12.3% from 2021 to 2030." - Business Wire, A Berkshire Hathaway Company 10
Slide 11: Global Highlights 2018-2030
Global Highlights 2018-2030 For personal use only • EV sales during 2022 were over 10.2 million units, a 65% YoY growth. • EVx accounted for over 14% of the world’s passenger vehicle sales in 2022, compared to 9% in 2021. • 7 out of the top 10 EV models in Q4 2022 were from Chinese brands. • Tesla r
Slide 12: Gigafactories lowering production costs and increasing demand
For personal use only Gigafactories are lowering production costs and increasing demand - supercharging the Li-Ion battery revolution and demand According to Albemarle, the largest lithium producer in the world, the lithium demand is anticipated to increase by 600% from 2019 to 2025 in the EV market
Slide 13: Share of zero-emission vehicle sales by segment
Share of zero-emission vehicle sales by segment: Economic Transition Scenario and Net Zero Scenarios For personal use only According to BloombergNEF, EV sales are surging due to a combination of policy support, improvements in battery technology and cost, more charging infrastructure being built, an
Slide 14: Lithium Carbonate Spot Price
Lithium Carbonate Spot Price (Dec 2021 - Present) CNY For personal use only Lithium carbonate prices in China dropped to CNY 260,000 per tonne US$37,735 in late March 2023, the lowest in 15 months and 53% down from their record-high in November 22, as robust output and a pullback in demand continued
Slide 15: Lithium Supply Outlook (2020-2030)
Lithium Supply Outlook (2020-2030) For personal use only "As EV growth is set to accelerate, we expect lithium demand to triple from current levels to 1mt LCE (lithium carbonate equivalent) by 2025. Beyond this, we estimate that lithium needs will further increase to 1.8mt LCE by 2030, although we f
Slide 16: Argentina is poised for a boom in Lithium exports
Argentina is poised for a boom in Lithium exports For personal use only Lithium export value in Argentina from 2010 to 2021 (in million USD) Argentina's production of lithium carbonate is expected to more than double by 2023 and hit 175,000 metric tonnes by 2025, according to forecasts from the coun
Slide 17: Project Overview
Project Overview For personal use only Formentera Project Cilon Project Tomas III Project • The Formentera Project is the • The Cilon Project is adjacent to Both projects have submitted: • 571 hectares (5.71 km2) and is Company’s flagship project. the Formentera Project. • Environmental Impact locat
Slide 18: Formentera/Cilon Projects
Formentera/Cilon Projects For personal use only • The Cilon concession area is located on the southern boundary of Formentera. 199 hectares and located in an area dominated by clastic and saline sedimentation. • The Cilon Project includes an exploration application lodged in the Susques department,
Slide 19: For personal use only
For personal use only Cauchari/Olaroz salar ASX:LKE ASX:PL3 ASX:AKE NYSE:L AC Infrastructure – gas pipeline, main Major explorers and producers such as Allkem, Lake highways is closeby Resources are nearby 19
Slide 20: Tomas III Project
Tomas III Project For personal use only ASX:AKE • The concession area is approximately 571.5 hectares and is located in an area dominated by volcanics and sits about 300-600m above the surface of ASX:PNN the salar. • Includes an exploration licence application in the Tolar Grande Gangfeng Lithium de
Slide 21: Tomas III Project – Salta province
Tomas III Project – Salta province For personal use only Incahuasi Salar Geological Map of Tomas III showing volcano (LHS) and surface alluvials and ignimbrites on concession that may be source for the lithium in the salar Concession Map of Tomas III, with geophysics lines in orange 21
Slide 22: 12-month Exploration Program at Formentera/Cilon and Tomas III
12-month Exploration Program at Formentera/Cilon and Tomas III For personal use only 22
Slide 23: Patagonia Lithium contact
For personal use only PATAGONIA LITHIUM www.patagonialithium.com.au For further information please contact the authorising officer: Phillip Thomas Executive Chairman Patagonia Lithium Ltd M: +61 433 747 380 E: phil@patagonialithium.com.au Patagonia Lithium Ltd ACN 654 004 403 Level 6, 505 Little Col
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