Alkemy Capital Investments Plc · LSE:ALK
Alkemy Capital Investments — Investor Presentation (February 2025)
15 slides from Alkemy Capital Investments's investor presentation, February 2025
Slide 1: Investing in the Critical Minerals Supply Chain
INVESTING IN THE CRITICAL MINERALS SUPPLY CHAIN FOR THE BIGGEST ENERGY TRANSITION IN HISTORY Creating a dividend stream for ALKEMY CAPITAL UK investors INVESTMENTS PLC (ALK.LSE) (JV2.FRA)
Slide 2: Disclaimers
DISCLAIMERS The information contained in these slides and this presentation is being supplied to you by Alkemy Capital Investments plc and Tees Valley Lithium Limited (“the Company”) solely for your information and may not be reproduced or redistributed in whole or in part to any other person. Recip
Slide 3: Alkemy Capital Investments Plc
ALKEMY CAPITAL INVESTMENTS PLC Alkemy is rapidly advancing its initial project, Tees Valley Lithium (TVL), while expanding a portfolio of strategic projects independently and through joint TBC GROWTH PROJECT ventures with leading industry partners TVL is progressing at pace, moving towards construct
Slide 4: Corporate Profile
CORPORATE PROFILE LISTED ON THE LSE 52-WEEK £1.90/£0.34 (ALK.LSE) HIGH-LOW 4 Source: London Stock Exchange (LSE), Data as of 6th February 2025
Slide 5: Company Introduction
Company Introduction A Key Player in Europe’s Lithium Refining Industry
Slide 6: Building the UK's First Lithium Refinery
Building the UK’s First Lithium Refinery Strategically located, using proven technology, and timed to meet Europe’s lithium demand surge Strategically located in the Teesside Chemical Cluster, with existing infrastructure, benefiting from Freeport tax and trade advantages, positioned close to Europe
Slide 7: European Lithium Supply Challenge
European Lithium Supply Challenge Surging demand, supply constraints, and regulatory drivers create a prime market opportunity EU Lithium Supply Gap 2030 (kt) European lithium demand is set to reach 459kpta by 200 2030, with current estimates showing less than 25% of demand will be refined in Europe
Slide 8: Supplying Europe with Battery-Grade Lithium Hydroxide
Supplying Europe with battery-Grade Lithium Hydroxide A Scalable, Low-Risk Revenue Model Producing battery-grade lithium hydroxide, the predominant material required for Europe’s EV and battery industry Operating as a Merchant Refinery utilising the Processing as a Service (PaaS) model, refining thi
Slide 9: A Scalable, Low-Risk Revenue Model
A Scalable, Low-Risk Revenue Model Rapid pay-back, scalable processing and predictable cash flow ensuring strong profitability Metric Unit Train 1 Life of Project Years 30 $250m CAPEX, with ~$5m allocated to the LHM sold kt pa 24 FEED study to reach Final Investment Decision, and the remainder for c
Slide 10: Building Momentum for Success
Building Momentum for Success Fully permitted, de-risked execution plan aligned with market timing to maximize impact and profitability SITE SECURED FULL FEEDSTOCK & CLASS 4 PLANNING & OFFTAKE STUDY PERMISSION INTEREST COMPLETE GRANTED SECURED 2022 2025 2026 2027 2028 FEED FINANCING CONSTRUCTION NAM
Slide 11: Proven, OEM-Validated Technology with Veolia
Proven, OEM-Validated Technology with Veolia Veolia’s industry-leading lithium refining technology selected to ensure high-purity lithium hydroxide production Validated by major OEMs, reducing technical and operational risk Scalable and efficient process, supporting long- term growth and expansion D
Slide 12: Secure Supply
Secure Supply Reliable feedstock sources and engaged offtake partners, TVL can meet Europe’s battery demand FEEDSTOCK OFFTAKE Wogen Resources CONFIDENTIAL CONFIDENTIAL CONFIDENTIAL sources and distributes specialty metals and A leading global natural A globally recognized A multinational chemicals m
Slide 13: Strong Alliances for Market Leadership
Strong Alliances for Market Leadership TVL is supported by world-class partners across technology, supply chain, and investment Wave International – Industry leading engineering and project delivery partner, ensuring efficient and scalable plant design Veolia – Providing proven lithium refining proc
Slide 14: Scaling to a Flexible, High-Capacity Refinery
Scaling to a flexible, High-Capacity Refinery Future trains will increase refining capacity, introduce innovative technology and widen refining capabilities From 1 Train to 4 Trains – Scaling to 96kpta Phase 1 delivers 24ktpa lithium hydroxide production, with expansion to 4 trains reaching 96ktpa
Slide 15: Experienced Team Driving Execution & Growth
Experienced Team Driving Execution & Growth 36 15 20 20 Ryan Hanrahan Project Director 20 years of experience in the lithium industry, specializing in project development Expertise spans concept, financing, and implementation phases of major projects Paul Atherley Vikki Jeckell Sam Quinn Key c
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