Kingsland Minerals Ltd. · ASX:KNG
Kingsland Minerals — Resources Rising Stars Gold Coast Investor Conference 2024
30 slides from Kingsland Minerals's conference presentation, Sep 4, 2024
Slide 1: Kingsland Minerals to present at the Resources Rising Stars Gold Coast Investor Conference
ASX ANNOUNCEMENT 4 September 2024 Kingsland Minerals to present at the Resources Rising Stars Gold Coast Investor Conference Kingsland Minerals Limited (ASX: KNG) (“KNG” or the Company) is pleased to advise shareholders and investors that Richard Maddocks will present at the Resources Rising Stars G
Slide 2: Developing Australia's Largest Graphite Deposit
Developing Australia’s Largest Graphite Deposit 4 September 2024 Resources Rising Stars Gold Coast
Slide 3: Important
Important Nature of this document: The purpose of this presentation is to provide general information about Kingsland Minerals (ACN 647 904 014) (the ‘Company’). Unless otherwise stated herein, the information in this presentation is based on the Company’s own information and estimates as of the dat
Slide 4: Why invest in Kingsland Minerals?
Why invest in Kingsland Minerals? Kingsland 100% Graphite flake Graphite market China Market cap at just owns the Leliyn concentrate forecast to move into introduced $12.3m (20c), $1.3m Graphite Project in >94% TGC, deficit on demand from export controls cash (June 2024), EV the NT which hosts ideal
Slide 5: Maiden Mineral Resource Estimate
Maiden Mineral Resource Estimate Leliyn is the largest graphite deposit in Australia – with upside Inferred Mineral Resource Estimate 194.6mt @ 7.3% TGC containing 14.2mt of graphite Leliyn is Australia’s largest graphite deposit and is a globally significant deposit
Slide 6: Australian Graphite Deposits
Australian Graphite Deposits Leliyn is the largest graphite deposit in Australia – with upside Australian Graphite Deposits Showing contained tonnes of graphite 14.2mt Kingsland Minerals 8.5mt 3.2mt 1.9mt 1.1mt 1.0mt 1.0mt 1.0mt 0.8mt 0.8mt 0.6mt 0.3mt Company Kingsland Renascor Inter. Graphite Novo
Slide 7: Top 10 Global Graphite Deposits
Global Graphite Deposits Leliyn is a globally significant graphite deposit – with upside Top 10 Global Graphite Deposits 119.9mt Showing contained tonnes of graphite 60.0mt 24.4mt 22.8mt 21.0mt 16.5mt 14.7mt 14.4mt 14.2mt Kingsland Minerals 9.4mt Company Syrah Sarytogan Sovereign Volt Ecograf Blackr
Slide 8: Excellent Location
Excellent Location Excellent location in the Pine Creek mining district 250 km (PCO) 250km from Darwin Port with rail/road access Existing infrastructure with a long history of mining and exploration
Slide 9: Infrastructure in Place
Infrastructure in Place Existing Infrastructure ✓ Rail loading area used for Frances Creek Iron Ore Mine in 1970’s ✓ Haulage road from Frances Creek to rail loading area. ✓ Sealed Kakadu and Stuart Highways ✓ 110 kV power line ✓ Gas pipeline ✓ Pine Creek, accommodation, fuel etc Frances Creek Iron O
Slide 10: Leliyn Mineral Resource Estimate
Leliyn Mineral Resource Estimate Inferred Mineral Resource 194.6mt @ 7.3% TGC containing 14.2mt graphitic carbon Untested Considerable upside along strike for additional resources Only 25% (4.7km) of total graphitic schist unit has been drilled. 75% (13.5km) remains untested. Mineral Resource Modell
Slide 11: Leliyn Graphite
Leliyn Graphite Mineral Resource Area with drilling to date and location of cross-section
Slide 12: Leliyn Graphite Outcropping
Leliyn Graphite Outcropping mineralisation up to 140m >100m wide on surface Amenable to very efficient and productive open pit mining techniques with very low strip ratio Continuous along strike and at depth
Slide 13: Leliyn Graphite – Mining Lease Application
Leliyn Graphite – Mining Lease Application Mining lease application submitted Area of 1,580 hectares Sufficient area for potential mine, processing plant, waste dumps, tails dams and other infrastructure Negotiations with Native Title claimants Flora and fauna surveys Heritage, archaeological survey
Slide 14: Graphite Supply
Graphite Supply China dominates supply of graphite products – time to diversify Graphite market controlled by ONE main supplier – China 67% of raw flake graphite 99% of spherical graphite 79% of natural graphite anode China introduced export controls for graphite products on 1 December 2023 Market n
Slide 15: Graphite Demand driven by Electric Vehicles
Graphite Demand driven by Electric Vehicles EU, UK, China ban ICE by 2035 | 10% of new car sales in Aust are EV’s¹ Typical EV battery contains: 52kg Graphite 35 kg Aluminium 29 kg Nickel 20 kg Copper 20 kg Steel 10 kg Manganese 8 kg Cobalt 6 kg Lithium 5 kg Iron There is more graphite than anything
Slide 16: Graphite Demand driven by Electric Vehicles
Graphite Demand driven by Electric Vehicles EV’s driving demand growth – demand to outstrip supply Future Graphite demand linked to EV sales growth and domestic battery supply USA REST To date, China has largely EUROPE driven EV growth. Millions of units As range, charge times and charging infrastru
Slide 17: Graphite Demand driven by Electric Vehicles
Graphite Demand driven by Electric Vehicles EV’s driving demand growth – demand to outstrip supply Battery market to grow from current ~55% of total graphite demand to 80% in 2030. Increased demand combined with supply limitations will lead to increased prices for flake graphite USA tariffs (25%) on
Slide 18: Graphite Supply
Graphite Supply China dominates supply of graphite products – time to diversify Out of all battery mineral inputs Graphite is the one most concentrated by a single supplier Chinese EV vehicle tariffs: USA 100% Canada 100% EU 19-46% USA to introduce 25% tariff on imported graphite products from FOEC
Slide 19: Graphite Price
Graphite Price Somewhat cyclical – appears to be a USD500/t floor USD 500/t Benchmark Mineral Intelligence 2024
Slide 20: Leliyn Graphite Metallurgical Test-work
Leliyn Graphite Metallurgical Test-work Flotation test-work has produced a commercial grade concentrate >94% TGC Important milestone as proves that Leliyn can produce a marketable product Test-work ongoing to optimise flotation flowsheet
Slide 21: Leliyn Graphite Metallurgical Test-work
Leliyn Graphite Metallurgical Test-work Bulk concentrate sample currently being produced from 150kg of drill core This sample will be sent to Germany for test-work to produce purified spherical graphite. Results expected first half of 2025. Working with CSIRO to investigate variability of graphite t
Slide 22: Leliyn Market Access
Leliyn Market Access Leliyn is perfectly located – with access to Darwin and International markets Stage 1: Deliver flake graphite concentrate to Darwin at as low a price as possible with targeted superior ESG credentials Stage 2: Downstream processing in Darwin to produce refined graphite products
Slide 23: Kingsland Minerals – Going Forward
Kingsland Minerals – Going Forward Maiden Mineral Resource Estimate Leliyn • Infill drilling to upgrade to Indicated classification Marketable concentrate >94% • Commercial grade concentrate at 80% recovery More advanced graphite metallurgy test-work • Assess optimal end-use for graphite concentrate
Slide 24: Capital Structure
Capital Structure Listed 14 June 2022 61.4m 18.7m $1.3m $12.3m $11m Shares on issue Options on issue Cash Market Cap Enterprise (KNG) (KNGO) 30 June 2024 ($0.20) Value Top 20 Shareholders Major Shareholders Directors 21.3% 56% Bacchus Resources Pty Ltd 8.2% Trafalgar Resources Pty Ltd 6.7%
Slide 25: Leliyn Graphite
Leliyn Graphite Significant Leliyn has scale, Leliyn has Tier 1 Project Graphite Deposit Inferred MRE location, NT in a Tier 1 of 195mt @ Australia Location 7.3% TGC
Slide 26: Board of Directors
Board of Directors Richard Maddocks Bruno Seneque Nick Revell Managing Director, MSc (Mineral Director, CFO, Company Secretary Technical Director, BAppSc Economics), BAppSc (Geology), Grad B Bus, CPA (Geology) MAIG Dip (Finance & Investment), FAusIMM, GAICD • Corporate finance professional with • Ge
Slide 27: Appendix 1- Australian Graphite Deposits
Appendix 1- Australian Graphite Deposits TOTAL MINERAL RESOURCE Measured Indicated Inferred ASX Code Deposit Company Country Contained Grade Contained Grade Contained Grade Contained ASX Source Tonnes Grade TGC% Tonnes Tonnes Tonnes Graphite TGC% Graphite TGC% Graphite TGC% Graphite KNG Leliyn Kings
Slide 28: Appendix 2- Global Graphite Deposits
Appendix 2- Global Graphite Deposits TOTAL MINERAL RESOURCE Measured Indicated Inferred Ticker Code Company Deposit Country Grade Contained Grade Contained Grade Contained Grade Contained ASX Source Date Tonnes TGC% Graphite Tonnes TGC% Graphite Tonnes TGC% Graphite Tonnes TGC% Graphite SYR Syrah Re
Slide 29: Competent Persons Statement
Competent Persons Statement Information regarding the Mineral Resource Estimate for the Leliyn Graphite Deposit is extracted from the report ‘Australia’s Largest Graphite Resource’ created on 13 March 2024. . This report is available to view on www.kingslandminerals.com.au or on the ASX website www.
Slide 30: Contact
Contact www.kingslandminerals.com.au info@kingslandminerals.com.au +61 8 9381 3820
Kingsland Minerals — Resources Rising Stars Gold Coast Investor Conference 2024 on 6ix