Lake Resources N.l. · ASX:LKE
Lake Resources N.l — OTC Markets Precious Metals & Critical Minerals Investor Conference 2026
20 slides from Lake Resources N.l's conference presentation, Feb 10, 2026
Slide 1: OTC Markets Precious Metals & Critical Minerals Investor Conference
OTC Markets Precious Metals & Critical Minerals Investor Conference For personal use only Presenter: David Dickson MD/CEO 10-12 February 2026
Slide 2: Disclaimers
Disclaimers General Statement and Cautionary Statement This presentation has been prepared by Lake Resources N.L. (Lake) for information purposes and not any particular party. The information in this presentation is based upon public information and internally developed data and For personal use onl
Slide 3: About Lake Resources
About Lake Resources Developing a world class global lithium asset in Argentina – the largest, independent development project across the lithium triangle with significant expansion potential For personal use only Kachi Project1 Highlights Location Catamarca Province, Argentina Strong commitment t
Slide 4: Major Milestones Achieved in 2025
Major Milestones Achieved in 2025 De-Risking Kachi Through Strategic Advancement For personal use only Completed JORC Update Increased Total Ore Reserve Statement Kachi Phase One Resource To Confirmed Lithium Grade Of DFS Addendum 1 11.1Mt LCE 2 268 mg/L 3 Completed Continue To Engage With Achieved
Slide 5: Kachi Project Phase One DFS Addendum
Kachi Project Phase One DFS Addendum Transformational Project Improvements: Significantly Enhanced Economics & Operational Efficiencies1 For personal use only US$ 1.16B US$ 5,895/t US$ 1.5B 22.5% 249mg/L Capex Opex Pre-Tax NPV10 Pre-Tax IRR Plant Design Basis Resource Excellence & De-risking Technol
Slide 6: Lilac DLE Technology Update
Lilac DLE Technology Update Lilac continues to mark important achievements including unveiling its Gen 5 ion exchange DLE technology, completing construction of commercial scale manufacturing facility and For personal use only signing a binding offtake agreement Released Gen Gen 5 DLE ion 5 DLEtechn
Slide 7: Operational Update
Operational Update Kachi continues to achieve key milestones on its path to becoming “shovel-ready” For personal use only Exploitation Environmental Impact Assessment • Ramsar site zonification was formally approved1 • Carachi Pampa lagoon designated as Zone 3 (Z3), allowing for regulated productive
Slide 8: Argentina Macro and Political Update
Argentina Macro and Political Update Following President Milei’s Party’s decisive victory in October 2025, the political and economic landscape continues to improve For personal use only Events Summary Implications for Lake 35% annual inflation Inflation Drop for 2025 • Staggering drop in inflation
Slide 9: Recent US / Argentina Developments
Recent US / Argentina Developments Last week’s meetings in Washington, D.C. represent the most significant realignment in US- Argentina relations in decades For personal use only Major Headlines from Washington DC (Feb 4 – 6) Upcoming Events 1. Reciprocal Trade & Investment Agreement (ARTI) • Tariff
Slide 10: Lithium Price Rally
Lithium Price Rally Lithium prices have experienced an explosive rally between mid-November 2025 and February 2026, driven by a combination of aggressive supply cuts and a massive surge in demand from the energy storage sector, marking a definitive end to the "lithium winter" of 2023–2024 For person
Slide 11: Lithium Market Supply/Demand Balance
Lithium Market Supply/Demand Balance Barrenjoey, Canaccord, Goldman, and BMI have significantly increased their 2026-2030 lithium price forecasts from Nov 2025, driven by ESS demand growth, and a slow supply For personal use only response due to prolonged However, China growth significant demand res
Slide 12: Lithium Market Demand Outlook
Lithium Market Demand Outlook Lithium demand expected to double between 2025 and 2030, driven by the BESS boom and continued strong EV demand in Asia and Europe For personal use only However, significant demand growthGlobal is anticipated to induce market shortfall beginning in 2029 Lithium Demand G
Slide 13: Lake Resources Financial Highlights Q4 2025
Lake Resources Financial Highlights Q4 20251 Strong Balance Sheet and Disciplined Capital Management For personal use only Financial Position & Liquidity Cost Management Cash position of A$15.3M at 31 December 2025 45% reduction in 2025 cash expenditures vs. 2024, with zero debt exceeding projec
Slide 14: Lake Resources Strategic Priorities
Lake Resources Strategic Priorities Key areas of focus in 2026 and beyond For personal use only o Obtain EIA Approval o Continue to optimize technical and commercial power solutions o Engage with Offtake and Strategic Partners o Continue to optimize cost structure and extend financial runway o Work
Slide 15: Lake Resources Leadership Team
Lake Resources Leadership Team Board of Directors Experienced, well- credentialed and highly For personal use only motivated leadership team ready to deliver on Lake’s strategy and accelerate the Company’s next phase of Kachi Stu Crow Robert Trzebski David Dickson development Non-Executive Chairman
Slide 16: Thank You
For personal use only Thank You
Slide 17: Appendix
For personal use only Appendix
Slide 18: Lilac DLE Technology Update – Gen 5 Ion Exchange
Lilac DLE Technology Update – Gen 5 Ion Exchange Higher performance than any competing DLE technology featuring lower costs with first quartile economics For personal use only Lilac Solutions has developed Gen 5 lithium extraction technology that significantly outperforms conventional methods and
Slide 19: Mineral Resource Estimate Table
Mineral Resource Estimate Table Measured May 2025 (to 600 m depth) Inferred May 2025 Sediment Specific Brine Li Li Li Tonnes Sediment Specific Brine Li Li Li Tonnes 3 3 3 3 Unit Volume (m ) Yield % Volume (m ) Liters (mg/l) (Grams) (Tonnes) LCE Unit Volume (m ) Yield % Volume (m ) Liters (mg/l) (Gra
Slide 20: Reserve Statement
Reserve Statement Reserve Statement For personal use only Lithium LCE Average Lithium Reserve Category Years (Tonnes) (Tonnes) (mg/L) Proved 1 4,390 23,310 270 Proved 2–7 28,360 150,850 270 Probable 8 – 25 85,060 452,540 267 Total 1 – 25 117,810 626,760 Note: This table has been directly extracted f