Slide 1: Investor Presentation IMARC 22
Investor Presentation IMARC 22 2-4 November 2022 Providing Material for a Sustainable & Thriving Planet
Slide 2: 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 3: Content
Content Engineering rendering of the Rhyolite Ridge Processing Plant 1 IONEER OVERVIEW 2 LITHIUM & BORON MARKETS 3 RHYOLITE RIDGE PROJECT 4 MOVING FORWARD ioneer Investor ioneer Investor Presentation Presentation : IONR ASX : INR www.ioneer.com www.ioneer.com 3
Slide 4: Corporate Snapshot
Corporate Snapshot Capital Structure ASX Share Price (As at September 2022) SHARES OUTSTANDING 2.10B 25 October 2021 - 24 October 2022 $0.9000 $0.8000 PERFORMANCE RIGHTS AND OPTIONS OUTSTANDING 34.0M $0.7000 $0.6000 CASH BALANCE US$77.0M $0.5000 SHARE PRICE ASX A$0.635 $0.4000 $0.3000 $0.2000 ADR PR
Slide 5: Proven, Experienced Team
Proven, Experienced Team Board of Directors Management Team JAMES D. CALAWAY ALAN DAVIES JAMES D.BOTTOM OF THE BERNARD ROWE Executive Chairman Non-executive Director CALAWAYLITHIUM COST CURVE Managing Director FORMER: FORMER: FOR END PRODUCTS Non-exec chairman of Chief Executive, Energy & Executive
Slide 6: Changing Political Narrative
Changing Political Narrative “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 availability of the critical mi
Slide 7: Global Lithium Market Trends
Global Lithium Market Trends Demand growth coupled with supply shortages driving higher prices 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: Company data, Benchmark Min
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 • Boron has exposure to several key climate technologies – HEV and EVs – Insulation Materials that reduce energy use – Agriculture as a micronutrient supporting sustainable farmin
Slide 9: Rhyolite Ridge Lithium-Boron Project
Rhyolite Ridge Lithium-Boron Project INR Highlights • Most advanced Li Project in the Fact Sheet1 US Location Nevada, USA • World-Scale Resource Project Stage Bankable Feasibility Study (April, 2020) • Unique lithium-boron deposit Products Li2CO3, LiOH, B • 26+ year mine life with significant Resour
Slide 10: Our 4 Primary Goals to Reach a Final Investment Decision
Our 4 Primary Goals to Reach a Final Investment Decision 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 Rhyolite Ridge, showing the
Slide 11: Why Ioneer
Why Ioneer 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 Investor ioneer Investor
Slide 12: Contact Information
Contact Information www.ioneer.com ir@ioneer.com ioneer Investor ioneer Investor Presentation Presentation : IONR ASX : INR www.ioneer.com www.ioneer.com 12