Lake Resources N.l. · ASX:LKE
Lake Resources N.l — Resource Connect Asia: Future Facing Commodities 2023
19 slides from Lake Resources N.l's conference presentation, Apr 6, 2023
Slide 1: Resource Connect Asia: Future Facing Commodities 2023
6 April 2023 Resource Connect Asia: Future Facing Commodities 2023 ASX:LKE | OTC:LLKKF
Slide 2: Disclaimer
Disclaimer General Statement and Cautionary Statement necessarily based upon a number of estimates and assumptions that, while considered reasonable by Lake Resources N.L. are inherently subject to significant technical, business, economic, competitive, political and This presentation has been prepa
Slide 3: Lake's View on Demand for High Purity Lithium
Lake’s View on Demand for High Purity Lithium
Slide 4: Supply Has Consistently Struggled to Keep Up with Demand
Supply Has Consistently Struggled to Keep Up with Demand Lithium Demand (‘000, LCE tonnes) • Emerging Direct Lithium Extraction (DLE) and Direct CAGR: 23% 12% 9% 9%1 Lithium Production (DLP) technologies expected to +75% +330% +978% accelerate ability to scale supply 14,180 340 Other • Expect demand
Slide 5: The Lake Resources Story: Extracting Lithium the Responsible Way
The Lake Resources Story: Extracting Lithium the Responsible Way Demand-Driven Attractive Project Economics Large Expandable Resource Base Clear Path to Production Significant ESG Components World Class Partners Best-in-Class Management Team 5
Slide 6: Clean Lithium Developer with Lithium Projects in the Heart of the Lithium Triangle
Clean Lithium Developer with Lithium Projects in the Heart of the Lithium Triangle Large lease holding 2,200km2 (550,000 acres) Current focus is developing Kachi Project: • Definitive Feasibility Study for production of 50,000 tpa of lithium carbonate expected to be completed by mid-2023 • Moving fr
Slide 7: Flagship Kachi Project in Catamarca Province
Flagship Kachi Project in Catamarca Province • M&I resource doubled to 2.2 million tonnes Lithium Carbonate Equivalent with 3.1 million tonnes Inferred resource • Ongoing evaluation of further drilling • Partnering with Lilac Solutions, an ion exchange technology provider, to produce sustainable, hi
Slide 8: Lilac Ion Exchange
Lilac Ion Exchange Cleaner lithium extraction Faster, scalable, higher recovery, sustainable Brine in LiCl out Proven in pilot plant – extensive test work Conceptual design of plant well advanced 8
Slide 9: Better for the Environment. Better for Neighboring Communities
Better for the Environment. Better for Neighboring Communities Lithium Ion Exchange requires less land – one ion exchange module replaces 30km² of evaporation ponds No evaporation ponds therefore significantly less water usage No brine depletion – brine is reinjected back into the reservoir, ensurin
Slide 10: World Class Partners
World Class Partners Technology Project Finance Offtake • Commercialization and • Expression of Interest to • Strategic investments and scaling of Lilac ion exchange support ~70% of the total conditional framework technology finance required agreements in place with • Lilac to earn in to Kachi • Sub
Slide 11: Target Milestones for 2023
Target Milestones for 2023 Saltworks Lithium Conversion Report and Purity results (ASX Report 03 April 2023) Kachi Interim Project update (Q2) Completion of Definitive Feasibility Study (mid-year) Completion and Submission of Environmental Impact Assessment (Q3/Q4) 11
Slide 12: Appendix
Appendix
Slide 13: As Demand for Electric Vehicles Rises, the Lithium Market is Experiencing Significant Growth
As Demand for Electric Vehicles Rises, the Lithium Market is Experiencing Significant Growth 2005 2015 2020 2030 EV Market N/A $32B $188B $1103B $45M $1B Lithium $3B $26-36B Market Source(s): Argus Media, Deutsche Bank, DOE, Precedence Research, Statista, Volkswagen AG Note 1. EV Market size calcula
Slide 14: Global Demand Drivers Highlight Lithium will Continue to Bring Value
Global Demand Drivers Highlight Lithium will Continue to Bring Value to Consumers and Governments Government investment Expanding EV market Rising government intervention to The growth of Electric Vehicles is secure lithium and boost local driving battery demand, with demand production has facilitat
Slide 15: Kachi Project Plant design
Kachi Project Plant design One building with Ion Exchange Modules replaces ~ 30km2 of evaporation ponds Warehouse, reagents Chlor Alkali Plant Bagging Plant and storage Impurity Removal and water treatment Direct Extraction (Lilac IX Plant) F E A D C G B Lithium Production Eluate Concentration 15 AS
Slide 16: Corporate Snapshot
Corporate Snapshot Cash A$133m 31 December 2022 Shares on issue 1.39b Unlisted Options 30,597,401 (various prices) Debt Zero 16
Slide 17: Commercialization and Scaling of the Lilac technology
Commercialization and Scaling of the Lilac technology Lake + Lilac: new independent clean lithium producer with scale Lilac to earn in to Kachi Project up to max 25% stake via performance based US$150m Series B funding round investors milestone • Initial 10% - Lilac funds completion of testing of it
Slide 18: Board of Directors
Board of Directors Stuart Crow, Non-Executive Chairman Ana Gomez Chapman, Non-Executive Director • Global experience in financial services, corporate finance, • 25+ years of investment management, capital markets, and investor relations, international markets, salary packaging, and business leadersh
Slide 19: Executive Leadership
Executive Leadership Peter Neilsen John Freeman Gentry Brann Amalia Saenz Chief Financial Officer Chief Legal Officer & General Chief People and Administration Vice President, Argentina Corporate Counsel Officer Affairs Karen Greene Scott Munro Sean Miller SVP, Investor Relations and Communications
Lake Resources N.L. — Resource Connect Asia: Future Facing Commodities 2023 on 6ix