Ioneer Limited · ASX:INR
Ioneer — Shareholder Meeting (November 2022)
14 slides from Ioneer's shareholder meeting presentation, Nov 4, 2022
Slide 1: AGM 2022 - Managing Director Presentation
For personal use only AGM 2022 - Managing Director Presentation Friday, 4 November 2022 Providing Material for a Sustainable & Thriving Planet
Slide 2: Managing Director's presentation
Managing Director’s presentation For personal use only South Basin late afternoon ioneer AGM ioneer Investor Presentation Presentation : IONR ASX : INR www.ioneer.com www.ioneer.com 2
Slide 3: Disclaimer
Disclaimer This presentation has been prepared as a summary only and does not contain all information about ioneer Ltds Competent Persons Statement (ioneer or the Company) assets and liabilities, financial position and performance, profits and losses, prospects, In respect of Mineral Resources and O
Slide 4: Content
Content Engineering rendering of the Rhyolite Ridge Processing Plant 1 MILESTONES ACHIEVED For personal use only 2 LITHIUM & BORON MARKETS 3 RHYOLITE RIDGE PROJECT 4 MOVING FORWARD ioneer AGM ioneer Investor Presentation Presentation : IONR ASX : INR www.ioneer.com www.ioneer.com 4
Slide 5: Milestones achieved this past year
Milestones achieved this past year For personal use only Engineering BOTTOM OF THE Key contracts LITHIUM COST CURVE US Listing awarded to ABB, FL FOR END PRODUCTS Smidth, Veolia and Commenced PRODUCED AT SITE MECS Permitting trading on Completion of Resubmitted Plan Nasdaq Lithium Offtake of Operati
Slide 6: Changing Political Narrative
Changing Political Narrative For personal use only “The Future of Vehicles is Electric”: President Biden Touts EVs in remarks on Infrastructure (Forbes breaking News 22/10/2022) https://www.youtube.co/watch?v=Rdz2K1HHUc A key area of focus of the DOE Loan Program Office is to “increase the availabil
Slide 7: Global Lithium Market Trends
Global Lithium Market Trends Demand growth coupled with supply shortages driving higher prices For personal use only Lithium Demand Driven by Growth in EVs Underinvestment in Lithium Supply Increasing Demand Short Supply Global lithium demand (LCE kt) Widening deficit in lithium market Source: Compa
Slide 8: Boron – A Climate Transition Super Material
Boron – A Climate Transition Super Material1 The 5th Element of Decarbonisation1 Estimated Growth in Annual Boron Demand For personal use only • Boron has exposure to several key climate technologies – HEV and EVs – Insulation Materials that reduce energy use – Agriculture as a micronutrient support
Slide 9: Most Advanced Lithium Project in the U.S.
Most Advanced Lithium Project in the U.S. For personal use only After-tax NPV (8% real): Unlevered After Tax IRR Annual Lithium Hydroxide: ~US$1.3B ~21% 22,000 Tonnes (Years 4-26) Annual Revenue Annual EBITDA Annual Boric Acid: US$422M US$288M 174,400 Split ~70% Lithium & 30% Boric Acid Tonnes (Year
Slide 10: Commitment to Sustainability
Commitment to Sustainability Position close to end markets creates an ESG benefit due to shorter supply chains For personal use only • Majority of on-site power will be met with CO2-free Low Emissions energy production, low greenhouse gas emissions. • Mobile equipment meets Tier 4 EPA standards • Pr
Slide 11: Our Primary Goals to Reach a Final Investment Decision
Our 4 Primary Goals to Reach a Final Investment Decision For personal use only BOTTOM OF THE 1 2 3 LITHIUM 4COST CURVE To sign FOR END PRODUCTS binding To be To be PRODUCED AT SITE To be fully construction offtakes fully funded ready in permitted that support engineering debt The white hill at Rhyol
Slide 12: Key Milestones
Key Milestones For personal use only Milestone Estimated Timing1 US Listing on Nasdaq Completed Lithium offtake agreements Completed Resubmission of the Mine Plan of Completed Operations Publishing of NOI 2H 2022 Finalise debt financing 2H 2022 Finalise engineering to 2H 2023 ‘construction ready sta
Slide 13: Why Ioneer
Why Ioneer For personal use only THE RIGHT COMMODITIES Lithium carbonate and boric acid THE RIGHT LOCATION Positioned to serve the U.S. EV battery supply chain AN EXPERIENCED TEAM With a proven track record NEAR TERM NEWSFLOW Debt, Permitting CLEAR PATH TO PRODUCTION Plug in to the Future ioneer AGM
Slide 14: Contact Information
Contact Information For personal use only www.ioneer.com ir@ioneer.com ioneer AGM ioneer Investor Presentation Presentation : IONR ASX : INR www.ioneer.com www.ioneer.com 14