Elevra Lithium Limited · ASX:ELV
Elevra Lithium — Shareholder Meeting (November 2023)
30 slides from Elevra Lithium's shareholder meeting presentation, Nov 30, 2023
Slide 1: Chairman's Address & Presentation to 2023 Annual General Meeting
ACN 091 951 978 ASX Announcement 30 November 2023 CHAIRMAN’S ADDRESS & PRESENTATION TO 2023 ANNUAL GENERAL MEETING Good morning and welcome to today’s Annual General Meeting of Sayona Mining Limited. As a longstanding fellow shareholder in the Company I am pleased by the strong interest in today’s A
Slide 2: Board transition and strategy
Board transition and strategy The Board is continuing the renewal process that was initiated in mid-2023. This has included the appointment of Philip Lucas as an independent, Non-Executive Director and who is in the room today. The Board’s next priority is the appointment of an independent Chairman,
Slide 3: Closing thanks and contact details
Finally, I would like to thank our shareholders, employees, contractors, partners, community stakeholders and all those associated with Sayona, in Australia, Québec and elsewhere for your invaluable support. We look forward to continuing to engage with you as we work towards our goal of becoming a l
Slide 4: About Sayona Mining
About Sayona Mining Sayona Mining Limited is a North American lithium producer (ASX:SYA; OTCQB:SYAXF), with projects in Québec, Canada and Western Australia. In Québec, Sayona’s assets comprise North American Lithium together with the Authier Lithium Project and its emerging Tansim Lithium Project,
Slide 5: 2023 AGM Management Presentation
2023 AGM Management Presentation 30 November 2023 ASX:SYA | OTCQB:SYAXF ASX:SYA | OTCQB:SYAXF 1
Slide 6: Market outlook
Market outlook Near term price pressure with potential for stabilisation Spodumene concentrate (SC6) price trends USD per metric tonne Near term price pressure due to reduced demand for feedstock as 9,000 chemical inventory drawn down 8,000 Stabilisation events required to 7,000 bring the market bac
Slide 7: Market outlook
Market outlook EVs and energy transition driving strong long-term demand for lithium concentrate and chemicals Lithium demand and supply LCE million tonnes – lithium carbonate equivalent Nascent lithium industry will need to rapidly expand to meet demand 7.0 from the EV revolution 6.0 Undersupply of
Slide 8: FY23 highlights
FY23 highlights A transformative year for Sayona Corporate Operations Strong balance sheet NAL production restart $211 million cash and cash equivalents On time and within budget in March 2023 Zero debt 33,120 dmt concentrate produced Exploration Project Development Expand resource base NAL DFS and
Slide 9: Q1 FY24 highlights
Q1 FY24 highlights Maiden shipments generate first profits for NAL Ore Mined Production Shipments 224,420 wmt 31,486 dmt 48,211 dmt Sales Price Costs Cash A$1,985 / dmt A$1,231 / dmt A$233M ASX:SYA | OTCQB:SYAXF 5
Slide 10: Québec lithium IRA-compliant and access to North American market
Abitibi Temiscamingue and Québec lithium Eeyou Istchee James Bay Hubs IRA-compliant and access to North American market N 01 High quality Superior source of North American hard- rock lithium resources, with proven deposit resource base quality and expanding resource base 02 Access to low- Relatively
Slide 11: North America's leading producer of hard-rock lithium
Abitibi Temiscamingue and North America’s leading producer of Eeyou Istchee James Bay Hubs hard-rock lithium N North American Lithium Moblan Lithium Project Largest NA lithium producer Sayona’s next flagship project 75.4Mt @ 1.18%1 70.9Mt @ 1.15%2 • Only major North American • Emerging hard-rock dep
Slide 12: Sustainability
Sustainability Creating long term value from sustainable operations • Dedicated OHS team for exploration side Workforce wellness, • In 2022, conducted 188 OHS training courses training and development • Share purchase plan open to all employees • Promote hiring of women and First Nations Diversity,
Slide 13: Sayona Strategy
Sayona Strategy Clear pathway to building the next major, global lithium company Ramp up production at NAL to sustainably optimise production and Optimise operations maximise returns and cashflow generation Expand known mineral resources through drilling programs at NAL and Expand resource base Mobl
Slide 14: Optimise Operations
Optimise Operations SAYONA
Slide 15: Ongoing production ramp-up at NAL
NAL ownership: Sayona 75% | Piedmont 25% Optimise Operations Ongoing production ramp-up at NAL NAL Global Recovery and Mill Utilisation 100% 80% 73% 73% 75% 80% Production restart and maiden shipments 67% 51% 60% within 2 years of NAL acquisition 60% 61% 64% 61% 57% 58% 40% 47% 43% Focus on improvin
Slide 16: Optimising feed stability to improve utilisation and recovery
NAL ownership: Sayona 75% | Piedmont 25% Optimise Operations Optimising feed stability to improve utilisation and recovery Crushed Ore Dome construction Tailings Storage Facility 1 project ASX:SYA | OTCQB:SYAXF 12
Slide 17: Expand Resource Base
KS Expand Resource Base SAYONA
Slide 18: New high-grade lithium pegmatite mineralised zones identified at NAL
NAL ownership: Sayona 75% | Piedmont 25% Expand Resource Base New high-grade lithium pegmatite mineralised zones identified at NAL Over 50,000m drilling at NAL now complete Results from 57 drillholes totalling 14,350m – lithium inside DFS pit shell continues to show continuity and consistency in gra
Slide 19: Drilling results show expansion potential of Moblan Lithium footprint
Moblan ownership: Sayona 60% | SOQUEM 40% Expand Resource Base Drilling results show expansion potential of Moblan Lithium footprint Completed exploration drilling totalling 60,084m at Moblan in 2023 Results from 41 drillholes totalling 8,925m show high- grade mineralisation identified outside of th
Slide 20: Develop Assets
6s Develop Assets SAYONA
Slide 21: Moblan Lithium project
Moblan ownership: Sayona 60% | SOQUEM 40% Develop Assets Moblan Lithium project JORC Measured, Indicated and Inferred Resource 70.9 Mt @ 1.15% Li2O1 Easily accessible resource – high grade, low strip ratio, and high Li2O recovery Close to, and well-serviced by, key infrastructure and transport nodes
Slide 22: Progressing DFS for Moblan Lithium project
Moblan ownership: Sayona 60% | SOQUEM 40% Develop Assets Progressing DFS for Moblan Lithium project DFS toward completion – additional information and learnings to be applied from 2023 drill program Partner review process underway – target completion of study during Q1 2024 Focus remains on an integ
Slide 23: Integrate Downstream
[@ Integrate Downstream SAYONA
Slide 24: Lithium carbonate study demonstrates value in downstream integration
NAL ownership: Sayona 75% | Piedmont 25% Integrate Downstream Lithium carbonate study demonstrates value in downstream integration 16 Years C$555M2 Low capex pathway to downstream due to existing infrastructure at NAL Plant Life Project capital cost 23,610t C$2,052M3 Trade-off study enhances confide
Slide 25: Explore Strategic Partnerships
Explore Strategic Partnerships
Slide 26: Partnerships to fund development and vertically integrate supply chain
Explore Strategic Partnerships Partnerships to fund development and vertically integrate supply chain Commodities trading houses Facilitate market access Chemical manufacturers Pathways to downstream integration Battery manufacturers Pursue co-investments Automakers Lock in long-term offtake agreeme
Slide 27: FY24 Guidance
FY24 Guidance NAL operation (100% basis) for the fiscal year 2024 Concentrate production FY24 Concentrate sales FY24 140,000 – 160,000 dmt 160,000 – 180,000 dmt Spodumene concentrate production at 5.4% Li2O Spodumene concentrate sales 5.4% Li2O • North American Lithium will continue to ramp-up to st
Slide 28: Connect with us.
Sayona Mining Limited Level 28, 10 Eagle Street info@sayonamining.com.au ACN 091 951 978 Brisbane, Queensland, sayonamining.com.au ASX:SYA 4000 OTCQB:SYAXF Australia Connect with us. James Brown Interim CEO/Director info@sayonamining.com.au Join the conversation Follow us Subscribe to our e-news: +6
Slide 29: Appendix
Appendix SAYONA
Slide 30: Important Information and Disclaimer
Important Information and Disclaimer Important Information and Disclaimer This presentation refers to the following previous ASX releases: Statements in this presentation are made only as of the date of this presentation unless otherwise stated, and the information in this • Strategic Review and Ope