Metals Australia Ltd · ASX:MLS

Metals Australia — Investor Presentation (October 2016)

29 slides from Metals Australia's investor presentation, Oct 24, 2016

  1. Slide 1: Exploration Presentation

    1 For personal use only Focused on developing technology-driven exploration projects EXPLORATION PRESENTATION May 2016 OCTOBER 2016 CONTACT US +61 02 765 4321 m 0417 123 456 | samsample@bcanthracite.com.au | www.bcanthracite.com.au | 99 Sample Street, Sampletown, WA Australia 8000

  2. Slide 2: Disclaimer

    2 Disclaimer For personal use only Important Information This presentation has been prepared and issued by Metals Australia Limited (the “Company") to inform interested parties about the Company and its progress. The material contained in this presentation sets out general background information on

  3. Slide 3: Clear Path to Shareholder Value: Highlights

    3 CLEAR PATH TO Shareholder Value For personal use only Highlights Strong supply and demand landscape Exploring for high value raw materials that drive innovation and technological revolution Dominant land position in high grade graphite and lithium provinces in Quebec Neighbouring world-class graph

  4. Slide 4: Experienced Board

    4 Experienced Board For personal use only SOLOMON MAJTELES Chairman Mr Majteles is a commercial lawyer and has been in private practice in Western Australia since 1972. He has been a board member of a number of publicly listed companies involved in the mining, resources, energy and biotech sectors f

  5. Slide 5: Manindi High Grade Zinc Highlights

    5 Manindi High Grade Zinc For personal use only Highlights • The Manindi project is a significant unmined zinc deposit located in the Murchison District of Western Australia, 20 km southwest of Youanmi gold mine • Considered to be a volcanogenic massive sulphide (VMS) zinc deposit, comprising a seri

  6. Slide 6: Manindi High Grade Zinc

    6 Manindi High Grade Zinc For personal use only INVESTOR PRESENTATION OCTOBER 2016 CONTACT US +61 400 408 878 | info@metalsaustralia.com.au | www.metalsaustralia.com.au | Level 1, 8 Parliament Place, West Perth, WA Australia 6005

  7. Slide 7: Lithium: Growing lithium battery demand

    EARTH’S LIGHTEST METAL Lithium For personal use only Growing lithium battery demand Rapid growth in demand from the lithium battery market from all applications including: • mobile devices like cell phones and tablets; • e-bikes, hybrid and electric vehicles; and • large scale energy storage Battery

  8. Slide 8: Project Location: Lithium and Graphite in Quebec

    8 Project Location For personal use only + LITHIUM AND GRAPHITE IN QUEBEC Single-vendor deal to acquire 100% upfront for minimal consideration Existing samples at Lac Rainy Nord graphite project of 7.86% Cg Dominant ~20,000Ha landholding in La Corne / La Motte lithium district The La Corne lithium d

  9. Slide 9: Lac Rainy Nord Graphite Project

    9 + GRAPHITE IN QUEBEC Lac Rainy Nord Graphite Project For personal use only Highlights • Located in one of the most dominant graphite geological provinces of Quebec, approximately 22km southwest of the historic mining town of Fermont • Access is facilitated by a system of small off-road tracks whic

  10. Slide 10: Lac Rainy Nord Graphite Project Highlights

    10 + GRAPHITE IN QUEBEC Lac Rainy Nord Graphite Project For personal use only Highlights • Located within 5 km of the following developed graphite projects: QLL: Lac Rainy Nord 7.86% Cg • Fermont – Site 7 and 9: 15.06% Cg over 1.5 m (sample RX- (Sample 2306; 5324; Site 7); 11.83% Cg over 1.5 m (samp

  11. Slide 11: Lithium Project Location

    + LITHIUM IN QUEBEC Lithium Project Location For personal use only Highlights • Lithium projects all accessible by road infrastructure in the low cost operating jurisdiction of Quebec • Local mining services exist in Val-d’Or and Malartic nearby • Extensive mineralisation within a well understood ge

  12. Slide 12: Lac La Motte Lithium Project

    12 + LITHIUM IN QUEBEC Lac La Motte Lithium Project For personal use only INVESTOR PRESENTATION OCTOBER 2016 CONTACT US +61 400 408 878 | info@metalsaustralia.com.au | www.metalsaustralia.com.au | Level 1, 8 Parliament Place, West Perth, WA Australia 6005

  13. Slide 13: Lac La Motte Lithium Project Highlights

    13 + LITHIUM IN QUEBEC Lac La Motte Lithium Project For personal use only Highlights • Located in the La Corne - La Motte lithium district, approximately 25 kilometres northwest of the historic mining town of Val d'Or • Access to the project from Val d'Or is easily gained via paved Highway 111 and a

  14. Slide 14: Lac La Motte Lithium Project

    14 + LITHIUM IN QUEBEC Lac La Motte Lithium Project For personal use only Primary exploration target zone INVESTOR PRESENTATION OCTOBER 2016 CONTACT US +61 400 408 878 | info@metalsaustralia.com.au | www.metalsaustralia.com.au | Level 1, 8 Parliament Place, West Perth, WA Australia 6005

  15. Slide 15: Lac La Corne Lithium Project

    15 + LITHIUM IN QUEBEC Lac La Corne Lithium Project For personal use only Highlights • Located in the La Corne - La Motte lithium district, approximately 20 kilometres north of the historic mining town of Val d'Or • Access via paved Highway 111 and a number of all-weather gravel roads • Significant

  16. Slide 16: Lacourciere-Darveau Lithium Project

    16 + LITHIUM IN QUEBEC Lacourciere-Darveau Lithium Project For personal use only Highlights • Located 15 km west of Malarctic • Approximately 8 km east of a 200m2 excavation with recorded lithium grades ranging from 2.87% Li2O to 4.0% Li2O • Located 20 kilometres south-southwest of the Quebec Lithiu

  17. Slide 17: Lithium Markets: Strong Demand

    LITHIUM MARKETS Strong Demand For personal use only CLEAR VALUE PATH Market Demand continues to grow, but supply remains tight, where will EXPLORER the new supply of lithium come from… TO DEVELOPER TO PRODUCER An already tight lithium market is expected to tighten with new demand outstripping new su

  18. Slide 18: Global View: Lithium Markets

    GLOBAL VIEW Lithium Markets For personal use only Source: CEMAC 2015, Galaxy Resources, signumBOX estimates INVESTOR PRESENTATION OCTOBER 2016 CONTACT US +61 400 408 878 | info@metalsaustralia.com.au | www.metalsaustralia.com.au | Level 1, 8 Parliament Place, West Perth, WA Australia 6005

  19. Slide 19: Lithium Markets: Strong Pricing

    LITHIUM MARKETS Strong Pricing For personal use only Chinese domestic battery-grade lithium prices Market Insights – Deutsche Bank Global lithium demand is forecast to triple over the next 10 years, with battery consumption set to increase 5 x over the same period Dramatic fall in lithium-ion costs

  20. Slide 20: Infrastructure Advantage

    20 Infrastructure Advantage For personal use only INVESTOR PRESENTATION OCTOBER 2016 CONTACT US +61 400 408 878 | info@metalsaustralia.com.au | www.metalsaustralia.com.au | Level 1, 8 Parliament Place, West Perth, WA Australia 6005

  21. Slide 21: Risks

    21 Risks For personal use only Introduction Dependence on Directors and management An investment in the Company is not risk free and prospective new investors should consider The Company is dependent on its Directors and management to drive the drilling, testing, the risk factors described below, to

  22. Slide 22: For personal use only

    22 For personal use only INVESTOR PRESENTATION OCTOBER 2016 CONTACT US +61 400 408 878 | info@metalsaustralia.com.au | www.metalsaustralia.com.au | Level 1, 8 Parliament Place, West Perth, WA Australia 6005

  23. Slide 23: JORC Code, 2012 Edition – Table

    JORC Code, 2012 Edition – Table 1 Section 1 Sampling Techniques and Data Criteria JORC Code explanation Commentary For personal use only Sampling  Nature and quality of sampling (eg cut channels, random chips, or specific specialised No drilling completed to date. techniques industry standard measu

  24. Slide 24: JORC Table: Quality of assay data

    Criteria JORC Code explanation Commentary Quality of assay  The nature, quality and appropriateness of the assaying and laboratory procedures Assay and laboratory procedures have been selected following a review of techniques data and used and whether the technique is considered partial or total. p

  25. Slide 25: JORC Table: Orientation, sample security

    Criteria JORC Code explanation Commentary  Whether sample compositing has been applied. None undertaken. Orientation of  Whether the orientation of sampling achieves unbiased sampling of possible structures Sampling completed at right angles to interpreted trend of pegmatite units. data in relatio

  26. Slide 26: JORC Table: Geology

    Criteria JORC Code explanation Commentary claim block. Amphibolite dikes and ultramafic intrusions have been identified throughout the Lac Fréchette pluton and the rocks of the Pontiac group. (GM 14918) The pegmatite dike at the Wells-Lacourciere occurrence outcrops in a large hill of granite on the

  27. Slide 27: JORC Table: Lac Knife Graphite Deposit

    Criteria JORC Code explanation Commentary The Lac Rainy Nord graphite project is contiguous with the Lac Knife Graphite Deposit which is owned by Focus Graphite. The Lac Knife Graphite Deposit hosts a reported Measured and Indicated resource For personal use only totalling 9,576,000 million tonnes g

  28. Slide 28: JORC Table: Lac La Motte and Lac La Corne

    Criteria JORC Code explanation Commentary Sedar.com on June 8, 2011. The Lac La Motte property lies 25 kilometers northwest of Val d’Or and consists of one block of 100 mineral claims (application and pending application status) totaling approximately 57 km2. The Lac La Corne property lies 20 km nor

  29. Slide 29: JORC Table: Further work

    Criteria JORC Code explanation Commentary contaminating substances. Further work  The nature and scale of planned further work (eg tests for lateral extensions or depth Detailed geochemistry and geology mapping to determine trends of known mineralised extensions or large-scale step-out drilling). z

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