Livium Ltd. · ASX:LIT
Livium — Investor Presentation (February 2025)
29 slides from Livium's investor presentation, Feb 24, 2025
Slide 1: Energising a better world: Investor Presentation
For personal use only ASX : LIT Energising a better world Investor Presentation February 2025 Livium Ltd securities are listed on Australian Securities Exchange (ASX Codes: LIT, LITOA, LITOB)
Slide 2: Disclaimer
Disclaimer This presentation is for information purposes only. Neither this presentation nor the information contained in it constitutes an offer, invitation, solicitation or recommendation in relation to the purchase or sale of shares in any jurisdiction. This presentation may not be distributed in
Slide 3: CEO message on strategic initiatives
“ We have prioritised the scale up of battery recycling and are commercialising the other technologies alongside strategic investors. For personal use only Our strategic initiatives include: 1) driving volumes and profits in recycling, 2) completing LieNA® JDA activities, and 3) commercialising our
Slide 4: Where we focus today
Where we focus today BATTERY MATERIALS OVERVIEW High value opportunities across the lithium value chain Proven technology for production of LFP / LMFP2 battery cathode materials BATTERY RECYCLING (PRIORITY) PROGRESS TO DATE For personal use only A$30m government grant secured3 and discussions with O
Slide 5: Battery Recycling
For personal use only Battery Recycling
Slide 6: Battery Recycling: How we operate
Battery Recycling: How we operate LIT is Australia’s leading onshore battery recycler, with revenue generated through service fees at collection and through downstream sales revenue For personal use only DISCHARGING & PROCESSING & COLLECTION STORAGE SALES DISMANTLING METAL RECOVERY Batteries receive
Slide 7: Proven economic engine for lithium-ion batteries
Proven economic engine for lithium-ion batteries Revenue generated from providing collection / processing services and sale of recycled materials Livium recycling collection volumes and profits1 Economic drivers For personal use only Optimised commercial Upstream fees (“Fee for Service”) 500 model d
Slide 8: EOL Battery Projected Volumes
EOL1 Battery Projected Volumes Significant industry tailwinds from increased take-up of EVs and ESS1 Current estimated annual By 2030 estimated annual By 2035 estimated annual EOL (tonnes)2 EOL (tonnes)2 EOL (tonnes)2 For personal use only Estimated CY25 EOL EV / ESS volumes were 5x that collected b
Slide 9: Regulatory landscape
Regulatory landscape Significant upside potential from a change in policy Current position Future Position For personal use only ✓ Current landfill bans ✓ Future landfill bans In place in Victoria, Australian Capital Territory, Western Australia New South Wales (2025), Queensland (2026), Northern Te
Slide 10: Strategic battery recycling outlook
Strategic battery recycling outlook Moving from foundation to build and then growth GROWTH PHASE (FY26+) For personal use only • Expand collections and processing capacity through development of a larger centralised BUILD PHASE “hub” facility (FY25) • Build national collection and storage capacity t
Slide 11: Battery Materials
For personal use only Battery Materials
Slide 12: Lithium Ferro Phosphate (LFP) value proposition
Lithium Ferro Phosphate (LFP) value proposition Rapidly growing battery chemistry with strong adoption across global EV and ESS manufacturers1 Critical input for battery manufacturers Lithium-ion battery manufacturing cost mix6 For personal use only LFP is a cathode material which represents most of
Slide 13: Well positioned for commercial discussions
Well positioned for commercial discussions LIT’s LFP product has been externally validated and is seeking value creation opportunities For personal use only ✓ Proven LFP product Independently assessed and validated against commercially available Validated product products by leading battery research
Slide 14: A$30m ARENA grant secured
A$30m ARENA grant secured 50% of funding secured, activities underway to achieve full funding for LFP Demonstration Plant Australian LFP Demonstration Plant Funding Activities For personal use only ✓ 50% of funding secured in non-recourse funding Executed agreement ARENA for grant of up to A$30m rel
Slide 15: LFP commercialisation pathway
LFP commercialisation pathway A demonstration plant is an essential step before the establishment of a full-scale production facility LONG-TERM For personal use only • Development and operation of initial commercial scale plant to produce ~25,000 tpa SHORT/MEDIUM-TERM • Scale up to achieve more than
Slide 16: Lithium Chemicals
For personal use only Lithium Chemicals
Slide 17: LieNA commercialisation pathway
LieNA® commercialisation pathway JDA targeting completion by end September 2025 with activities fully funded Joint Development Activities For personal use only Commercialisation Pathway ✓ MinRes to provide sample materials JDA Activities Initial activities completed and commercialisation ✓ Set-up an
Slide 18: Outlook
For personal use only Outlook
Slide 19: Key activities over the balance of FY25
Key activities over the balance of FY25 Planned transformational activities seek to unlock value Battery Recycling Lithium Chemicals Battery Materials For personal use only • Sustain positive operating cashflows at • Progress assessment of • Secure balance of demonstration plant current volumes. com
Slide 20: Appendices
For personal use only Appendices
Slide 21: Corporate: Snapshot
Corporate: Snapshot Strong balance sheet with cash and listed investments of A$5.6 million Financial information For personal use only Share price performance (YTD) Share price (A$) Volume (m) $0.035 30 Share price (19-Feb-25) A$0.014 $0.030 52-week trading range (low / high) A$0.012 / A$0.032 25 $0
Slide 22: Corporate: Board and management
Corporate: Board and management High profile and experienced leadership team LIT Directors For personal use only Simon Linge Phil Thick Kristie Young Managing Director and CEO Interim Non-Executive Chair Non-Executive Director 25+ years of senior management 30+ years’ experience as a senior 25+ year
Slide 23: LIB waste set to increase significantly
LIB waste set to increase significantly Focus on EV / ESS demonstrates the near-term opportunity for collections growth EOL Battery Projections by Market Segment1 5-Year EV and ESS EOL Battery Projections1,2 For personal use only 550 90% 30 Estimated CY25 EOL 30 Multiple of EV/ESS EOL Batteries to C
Slide 24: SungEel HiTech: MMD off-take agreement
SungEel HiTech: MMD off-take agreement Off-take agreement secured for at least 60% of MMD production, with JDA discussions underway For personal use only Off-take agreement1 Key highlights • Signed 3-year Mixed Metal Dust (MMD) off-take ✓ Accelerates recycling growth strategy agreement – effective f
Slide 25: LieNA value proposition
LieNA® value proposition Patented extraction technology offers ~50% higher lithium extraction efficiency For personal use only ✓ Driving greater profitability for miners Unique method of processing un-used fine and low-grade spodumene, ~50% potentially yielding higher levels of lithium output Higher
Slide 26: Lithium Chemicals: Partnering with Mineral Resources
Lithium Chemicals: Partnering with Mineral Resources Joint development agreement with A$7bn1 Australian miner validates lithium extraction technology For personal use only Strategic Partnership2 Highlights • MinRes will fund joint development activities (up to ✓ Ideal partner A$4.5m) with balance of
Slide 27: Lithium Chemicals: LieNA process
Lithium Chemicals: LieNA® process Potential to broaden the quality of feed for extraction of lithium at scale ✓ Process For personal use only Process more selective than Conventional Thermal Conversion LieNA® is a disruptive process that replaces alpha to beta thermal conversion with a phase change
Slide 28: Battery Materials: Process Overview
Battery Materials: Process Overview LIT’s patented and cost-competitive LFP manufacturing process is ready for commercialisation For personal use only RAW INITIAL INITIAL FINAL FINAL CALCINING FURNACE MATERIALS MILLING DRYING MILLING DRYING Lithium Mixing and Drying to form Thermal Mixing/milling Ra
Slide 29: Thank You
Thank You Unit 1, 79–83 High Street, For personal use only Kew, VIC 3101 www.liviumcorp.com