Arianne Phosphate Inc. · TSXV:DAN
Arianne Phosphate — Investor Presentation (February 2025)
26 slides from Arianne Phosphate's investor presentation, February 2025
Slide 1: Providing Tomorrow’s Necessities – Corporate Presentation
Providing Tomorrow’s Necessities Corporate Presentation February 2025
Slide 2: Cautionary Statement
Cautionary Statement This presentation may include certain “forward-looking statements” within the meaning of applicable Canadian securities legislation. All statements, other than statements of historical fact, included herein, including, without limitation, statements regarding future plans and ob
Slide 3: Phosphate Beyond Fertilizer
Phosphate Beyond Fertilizer A macro nutrient in Fertilizer (85%) Not all phosphate is the same (igneous vs sedimentary) ‒ Arianne Phosphate: Has an igneous rock deposit Makes a high-purity, low-contaminant concentrate Can meet consumer & technical grade phosphate requirements including LFP
Slide 4: Global Phosphate Rock Market
Global Phosphate Rock Market Demand: Major Importers of Phosphate Rock Supply is dominated by the Middle East & North Africa ‒ India: continued growth from world’s largest importer Morocco is the world’s largest ‒ Western Europe: demand for low cadmium material Tunisia and Syria: unrest has se
Slide 5: Phosphate Rock – Igneous v. Sedimentary
Phosphate Rock – Igneous v. Sedimentary Igneous Deposits Sedimentary Deposits Grade of ore Under 10% of global phosphate is igneous (nutrient) 4-15% P2O5 10-30% P2O5 Over 80% of igneous production is Russian Arianne’s Phosphate rock is igneous Crushing Consolidated rocks Very easy if the rocks
Slide 6: Phosphate Products
Phosphate Products >60% High-Purity Igneous <40% 0% *Price decoupling CRU, Argus, Benchmark arianne-inc.com 6 TSX-V:DAN
Slide 7: Other Uses of Phosphate
Other Uses of Phosphate Growing Demand From Specialty Applications • Consumer Products Food preservatives Animal feeds Cosmetics Detergents Industrial processes Semiconductors Lithium-Iron-Phosphate batteries (LFP) arianne-inc.com 7 TSX-V:DAN
Slide 8: The Rise of the LFP Battery
The Rise of the LFP Battery Benefits of the LFP Safety High charging/discharging efficiency Energy density versus weight Lifespan (many charging cycles) Cost Easier access to materials Environmentally friendly 2024-The LFP becomes #1 • EV sales +25% in 2024 * • ESS Sales +50% in 2024 *
Slide 9: The LFP Battery-Market Penetration
The LFP Battery-Market Penetration The LFP has become the most common of the LFP market set to approach $75 Billion by 2034 Lithium chemistry batteries Market size – US Billion arianne-inc.com 9 TSX-V:DAN
Slide 10: The LFP Battery-Beyond Automotive Market
The LFP Battery-Beyond Automotive Market ENERGY STORAGE SYSTEMS Attributes of the LFP allow for use in other applications beyond EVs LFP dominates the ESS market arianne-inc.com 10 TSX-V:DAN
Slide 11: Energy Storage Systems Growth
Energy Storage Systems Growth The US & China projected to be big growth markets for ESS deployment arianne-inc.com 11 TSX-V:DAN
Slide 12: The “P” in LFP
The “P” in LFP China Produces Over 95% • CATL & BYD alone ~70% WE NEED MORE PPA !! 2024 CANADA & QUEBEC ADD PHOSPHATE TO CRITICAL MINIERAL LISTS arianne-inc.com 12 TSX-V:DAN
Slide 13: Western programs to Secure Critical Materials
The LFP Battery-Security of Supply Western programs to Secure Critical Materials The MSP is a collaboration of 14 countries and the EU to catalyze public and private investment in responsible critical minerals supply chains globally. Defense Production Act for U.S. critical-minerals supply European
Slide 14: Canada – the Western Source
Canada – the Western Source China Drops to Second in BloombergNEF’s Global Lithium-Ion Battery Supply Chain Ranking as Canada Comes Out on Top on their potential to build a secure, reliable, and sustainable lithium-ion battery supply chain First Quarter 2024 Quebec: Battery Valley Minerals Technolog
Slide 15: Strategically Located
Strategically Located Mining and investment-friendly jurisdiction with well developed infrastructure in a stable and supportive environment Access to low-cost hydro power from Chute-des-Passes Power Dam Access to Global Markets * Proposed New Port Infrastructure *Feasibility Study to Produce 3Mtpy o
Slide 16: Lac à Paul: a World Class Project
Lac à Paul: a World Class Project Fully permitted and construction ready Tier 1 mining jurisdiction Excellent access to infrastructure Significant improvements since 2013 FS Premium apatite concentrate, igneous Purified phosphoric acid plant: Prefeasibility study completed in June 2024
Slide 17: Large Resource Base – Paul Zone
Large Resource Base – Paul Zone 30 665 ha land package (552 claims) Covers the world’s largest anorthositic complex Identified 9 large-scale igneous phosphate rock zones Zones remain open in multiple directions and at depth Paul Zone Paul Zone + E Ext. + W Ext. Reserves COG : 3.5% (P2O5) Res
Slide 18: Additional Resources
Additional Resources Manouane South Traman Nicole Traverse Resources COG : 2.43% (P2O5) Resources COG : 3.5% (P2O5) Resources COG : 3.5% (P2O5) Resources COG : 3.5% (P2O5) Tonnage (Mt) Grade (%P2O5) Tonnage (Kt) Grade (%P2O5) Tonnage (Kt) Grade (%P2O5) Tonnage (Kt) Grade (%P2O5) Measured (M) 136.9 5
Slide 19: Fully Permitted and Construction-Ready
Fully Permitted and Construction-Ready Received all Major Permits to Long-Standing Commitment to Social License to Operate Commence Construction Environmental Best Practices December 22, 2015: granted Ministerial June 2015: signed Cooperation Agreement Successfully remained carbon-neutral Decr
Slide 20: Company History
Company History DRILLING STUDIES • Over 50,000 Meters • Scoping Study • Paul (and extensions) • Preliminary Economic Assessment PURIFIED PHOSPHORIC ACID • Manouane (PEA) • Concentrate Suitability Tests • South Traman • Prefeasibility Study (PFS) • Acid Studies-PPA • Nicole • Enhanced Prefeasibility
Slide 21: Studies for downstream Prefeasibility study completed in June 2024
Studies for downstream Prefeasibility study completed in June 2024 Purified phosphoric acid plant (PPA plant) & sulphuric acid plant Industrial project Maximum capacity of 350,000 tonnes of purified phosphoric acid (100% P2O5) Maximum capacity of 200,000 tonnes of secondary phosphoric acid 1
Slide 22: Recent Events
Recent Events ARIANNE PHOSPHATE RECEIVES STRATEGIC INVESTMENT FROM A GLOBAL MINING COMPANY (October 10, 2024) ARIANNE PHOSPHATE ANNOUNCES POSITIVE RESULTS FROM ITS PURIFIED PHOSPHORIC ACID PREFEASIBILITY STUDY (June 27, 2024) PHOSPHATE ADDED TO THE CANADIAN CRITICAL MINERAL LIST -the addition highli
Slide 23: Capital Markets Profile
Capital Markets Profile Capital Structure Share Ownership Share Price and Volume (Last 12 Months) Ticker TSX-V: DAN Windermere Investissement Family of Funds Quebec Share Price (Jan 10, 2025) C$0.165 5,9% 5.54% Mercury 5.82% 52-Week Trading Range C$0.13 – C$0.425 Basic Shares Outstanding 202.8M Reta
Slide 24: Proven & Experienced Leadership
Proven & Experienced Leadership Marco Gagnon │ Chairman +200 years 25+ years in Quebec mining exploration/development Former CEO of Adventure Gold and current EVP of Probe Gold Dominique Bouchard │ Director 33-year veteran of Alcan and Rio Tinto, having most recently served as President of of
Slide 25: Developing the Next Major Phosphate Project
Developing the Next Major Phosphate Project Premier, low- risk mining jurisdiction Growing demand for purified phosphoric acid Strategic Upstream will highlight interest in the Lac à Paul investment Fully permitted project’s ability to provide a high-purity/low- from a global & contaminant phosphate
Slide 26: Contact Information
Contact Information 901 Boul. Talbot, Suite 302 Brian Ostroff│ President & Director Chicoutimi, Quebec Email: brian.ostroff@arianne-inc.com G7H 6N7, Canada Raphael Gaudreault│ Chief Operating Officer Tel: 418-549-7316 Email: raphael.gaudreault@arianne-inc.com Email: info@arianne-inc.co
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