Latrobe Magnesium Limited · ASX:LMG
Latrobe Magnesium — Investor Presentation (August 2021)
12 slides from Latrobe Magnesium's investor presentation, Aug 25, 2021
Slide 1: Investment Presentation
For personal use only Investment Presentation August - 2021 David Paterson CEO 1 ASX: LMG
Slide 2: Disclaimer
For personal use only Disclaimer ● This presentation may contain forward looking statements that are subject to risk factors associated with the magnesium business. ● It is believed that the expectations reflected in these statements are reasonable but they may be affected by a variety of variables
Slide 3: Investment Highlights
For personal use only Investment Highlights Latrobe Magnesium is one of the most advanced Magnesium projects globally EPA and government approval have already been received for the demonstration plant. The company is completing process design work which will be finalised by the end of December, allo
Slide 4: Company Overview
Company Overview Latrobe Magnesium Limited (LMG) are developing a 3,000 tpa plant to produce Magnesium from the waste products of coal-fired power plants using a proprietary hydromet technology. For personal use only LMG plans to take advantage of their unique technology, low-cost production and low
Slide 5: Clear Strategy to Become Globally Significant Producer
Clear Strategy to Become Globally Significant Producer LMG’s strategy is to leverage their unique hydromet technology to become a low cost, low CO2 global producer and For personal use only supplier of magnesium, SCM and amorphous silica. Construct 3,000tpa Magnesium plant 04 Produce at a low cost T
Slide 6: Magnesium market is set to double over next decade
Magnesium market is set to double over next decade Magnesium is a light and strong ‘green metal’ and has the best high strength- For personal use only to-weight ratio of all common structural metals, being 75% lighter than steel and 33% lighter than aluminium & titanium. In 2020, world Magnesium pro
Slide 7: Positioned to take advantage of demand for ESG and EVs
For personal use only Positioned to take advantage of demand for ESG and EVs Magnesium is the lightest, strongest common structural metal LMG is one of the lowest CO2 emitters in the world when it and allows all transport to go faster, quicker and use less treats fly ash using its acid hydromet tech
Slide 8: Project has strong economics with construction underway
Project has strong economics with construction underway LMG are commissioning a 3,000 tpa plant to produce Magnesium from fly ash and For personal use only ferro nickel slag using their hydromet technology. The plant begins construction on site in Jan 2022, with an expected completion date of Dec 20
Slide 9: Staged expansion pathway to 100,000 tpa of magnesium is clear
Staged expansion pathway to 100,000 tpa of magnesium is clear Once the 3,000 tpa demonstration plant is constructed and in production, Latrobe will begin expansion of the plant with the goal of the For personal use only Company reaching up to 100,000 tpa of Magnesium produced, recycling both fly ash
Slide 10: Additional upside from valuable SCM by-products produced by LMG process
Additional upside from valuable SCM by-products produced by LMG process LMG’s demonstration plant produces 5.8 tonnes of Supplementary Cementitious For personal use only Material (SCM) per tonne of Mg from Yallourn fly ash LMG’s hydromet process produces SCM from fly ash with zero CO2 emissions whic
Slide 11: Timeline for plant construction and production readiness
For personal use only Timeline for plant construction and production readiness PROJECT TIMELINE Q3 2021 Q4 2021 Q1 2022 Q2 2022 Q3 2022 Q4 2022 Q1 2023 Q2 2023 Q3 2023 Q4 2023 Secure capital funding by end of Sep 2021. Detailed engineering and design of plant by Mincore Start construction of demonst
Slide 12: Demonstration plant is the first step in leveraging tech to drive huge revenue
For personal use only Demonstration plant is the first step in leveraging tech to drive huge revenue Magnesium plant provides strong revenue Proprietary Tech Magnesium is a growing market 3,000 tpa plant is set to begin construction LMG’s hydromet technology is unique in With Magnesium demand set to
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