Livium Ltd. · ASX:LIT

Livium — Lithium Australia NL — Shareholder Meeting (November 2019)

31 slides from Livium's shareholder meeting presentation, Nov 29, 2019

1. Slide 1: Lithium Australia AGM 2019

   LITHIUM AUSTRALIA AGM 2019 Lithium Australia NL is listed on the ASX (ASX:LIT) For personal use only www.lithium-au.com 1 Annual General Meeting, November 2019 Copyright © 2019, Lithium Australia NL

2. Slide 2: Disclaimer

   Disclaimer For personal use only This presentation is for information purposes only. social uncertainties and contingencies, involve known limited to: competition; mineral prices; ability to meet The information in this announcement that relates to in Neither this presentation nor the information co

3. Slide 3: Lithium Australia's business divisions

   Lithium Australia’s business divisions For personal use only Assembling a global resource and Extracting lithium from exploration portfolio (Australia, hard-rock sources with no Mexico, Alaska, Europe, Africa). roasting – lower energy use and by-product credits. Recovering all metals Producing advan

4. Slide 4: A global footprint

   A global footprint For personal use only Lithium Australia (ASX:LIT) – a vertically integrated lithium company 4 Annual General Meeting, November 2019 Copyright © 2019, Lithium Australia NL

5. Slide 5: Raw Materials

   Raw Materials For personal use only 5 Annual General Meeting, November 2019 Copyright © 2019, Lithium Australia NL

6. Slide 6: Raw Materials

   Raw Materials For personal use only Our resource and exploration projects have the potential to deliver raw materials to our downstream business units. Australia - highly prospective portfolio of projects located in some of the worlds premier LCT pegmatite regions and include: • Greenbushes - Stanif

7. Slide 7: Lithium chemicals

   Lithium chemicals For personal use only 7 Annual General Meeting, November 2019 Copyright © 2019, Lithium Australia NL

8. Slide 8: SiLeach® – lithium from 'forgotten' ore

   SiLeach® – lithium from ‘forgotten’ ore For personal use only Lithium Australia developed SiLeach® to recover lithium and valuable by-products from micas The process can deliver lithium chemicals such as: • phosphate; • hydroxide; • carbonate, or • sulfate. SiLeach® has been extensively pilot-tested

9. Slide 9: SiLeach®

   SiLeach® For personal use only 9 Annual General Meeting, November 2019 Copyright © 2019, Lithium Australia NL

10. Slide 10: Li3PO4 precipitation and refining

    Li3PO4 precipitation and refining For personal use only • Simple precipitation mechanism to recover lithium from solution • Efficient recovery can be achieved from low-tenor solutions • Minimises the requirement and expense of evaporating water to recover lithium • Applicability to the recovery of l

11. Slide 11: Spodumene – the "wasted" ore

    Spodumene – the “wasted” ore The physical properties of spodumene (two perfect cleavages) results in the For personal use only generation of fines and slimes during the initial processes (crushing and grinding) required to liberate the material and produce a concentrate. For the concentrate to be su

12. Slide 12: Spodumene – the "wasted" ore

    Spodumene – the “wasted” ore For personal use only Source: Roskill 12 Annual General Meeting, November 2019 Copyright © 2019, Lithium Australia NL

13. Slide 13: Spodumene – the "wasted" ore

    Spodumene – the “wasted” ore For personal use only The LieNA® sweet spot Source: Roskill 13 Annual General Meeting, November 2019 Copyright © 2019, Lithium Australia NL

14. Slide 14: LieNA®

    LieNA® For personal use only 14 Annual General Meeting, November 2019 Copyright © 2019, Lithium Australia NL

15. Slide 15: LieNA® - improved spodumene conversion

    LieNA® - improved spodumene conversion LieNA® has the potential to improve spodumene conversion by exploiting the For personal use only fine and contaminated materials that are otherwise discharged to tailings. LieNA® has the following attributes: • does not require roasting, • does not produce sodi

16. Slide 16: The battery division

    The battery division For personal use only 16 Annual General Meeting, November 2019 Copyright © 2019, Lithium Australia NL

17. Slide 17: VSPC – advanced cathode materials

    VSPC – advanced cathode materials For personal use only VSPC Ltd is a wholly owned subsidiary of Lithium Australia focused on developing the world’s best cathode powders • Pioneering the use of lithium phosphate recovered from waste streams: • mine tailings • spent batteries • Performance benchmarks

18. Slide 18: Sacrificial soft templating

    Sacrificial soft templating For personal use only “Sacrificial soft templating” is a key process, covered by VSPC patents, for the production of nano particles. It is simple and efficient nano- technology which involves the use of surfactants to provide precise control of particle composition and mo

19. Slide 19: LFP – an ideal fit with the ESS market

    LFP – an ideal fit with the ESS market For personal use only VSPC’s principal focus is the production of Lithium ferro phosphate (‘LFP’) cathode powders, for the production of LFP batteries. LFP batteries demonstrate the following attributes: • superior operational life (typically twice the number o

20. Slide 20: Commercial battery supply

    Commercial battery supply Lithium Australia has agreed to JV with DLG Energy (Shanghai) Co.,Ltd. For personal use only and others, to deliver energy storage products into the Australian market. The products will be marketed under the brand name “Soluna Australia” and will include residential and ind

21. Slide 21: Lithium Australia's recycling division

    Lithium Australia’s recycling division - Envirostream Australia For personal use only 21 Annual General Meeting, November 2019 Copyright © 2019, Lithium Australia NL

22. Slide 22: Recycling for a 'greener' Australia

    Recycling for a ‘greener’ Australia For personal use only • Lithium Australia has acquired 74% of Envirostream Australia • Last financial year < 200t feed generated $1.3M revenue • Offtake agreement with SungEel Hitech (South Korea) • Plant relocated and de-bottlenecked • First product produced • Ca

23. Slide 23: Closing the loop for spent LIBs

    Closing the loop for spent LIBs For personal use only • Battery collection model vindicated in Victoria Process modelled metal recoveries 100% • Plans to roll out battery collection nationally 90.0% 90.0% • Sales of mixed metal dust resumed 85.0% • Successful hydrometallurgical processes tested 50%

24. Slide 24: Corporate

    Corporate For personal use only 24 Annual General Meeting, November 2019 Copyright © 2019, Lithium Australia NL

25. Slide 25: Corporate

    Corporate For personal use only The battery materials market is a challenging environment. Despite short-term oversupply of lithium, market fundamentals remain strong, with reliable energy and a cleaner environment being paramount drivers - batteries provide much of the potential solution. Vertical

26. Slide 26: Intellectual property – a key asset

    Intellectual property (‘IP’) – a key asset Lithium Australia has implemented a robust IP management process to capture For personal use only the value of advanced technologies. Lithium Australia’s IP includes 15 PCT applications for lithium processing. Key applications cover: • the recovery of lithi

27. Slide 27: Vertical integration – the key to the future

    Vertical integration – the key to the future Lithium Australia is now well placed to establish a vertically integrated For personal use only production chain, one with the potential to take waste materials (from conventional spodumene processing, as well as lithium micas from mine waste) through to

28. Slide 28: Lithium Australia's development plan

    Lithium Australia’s development plan For personal use only Lithium Australia aims to restructure its asset base in such a way as to promote investment in its individual business units, • create market based valuations through listing of individual business units • retain value in the holding company

29. Slide 29: Lithium Australia – the board of directors

    Lithium Australia – the board of directors For personal use only George Bauk Adrian Griffin Bryan Dixon (non-executive chairman) (managing director) (non-executive director) Expert in specialty metals, Exploration, production, Corporate, finance and particularly rare earths – mine management and min

30. Slide 30: Lithium Australia – senior management

    Lithium Australia – senior management For personal use only Barry Woodhouse Mike Vaisey Tracy Harris Andrew Skalski Andrew Mackenzie (CFO & (Lithium Batteries) (Financial controller) (Lithium Chemicals) (Recycling) company secretary) 25 years of Australian & CPA with more than 20 years’ Project deve

31. Slide 31: Questions

    For personal use only Questions 31 Annual General Meeting, November 2019 Copyright © 2019, Lithium Australia NL

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