Lindian Resources Limited · ASX:LIN
Lindian Resources — Investor Presentation (July 2021)
21 slides from Lindian Resources's investor presentation, Jul 21, 2021
Slide 1: Developing Guinea's Highest Quality Bauxite Portfolio
For personal use only Developing Guinea’s Highest Quality Bauxite Portfolio Q3 2021 I INVESTOR PRESENTATION 1
Slide 2: Important Notice
IMPORTANT NOTICE This presentation is for information purposes only. Neither this presentation nor the information in it constitutes an offer, invitation or solicitation or recommendation in relation to the purchase or For personal use only sale of shares in any jurisdiction. This presentation may n
Slide 3: Corporate Snapshot
CORPORATE SNAPSHOT Asimwe ▪ Tanzanian-born Australian entrepreneur For personal use only Kabunga ▪ The key driver and architect of the Company ASX Code LIN company’s strategy Share Price 1 2.1 cps Chairman ▪ Major shareholder Ordinary Shares on Issue 737 M Yves ▪ 45-year veteran of bauxite & alumina
Slide 4: The Investment Case
THE INVESTMENT CASE The only ASX Listed Company with World Class assets in the Republic of Guinea For personal use only World Class ● Over 1 BILLION TONNES of HIGH QUALITY JORC (2012) compliant resources Projects with ● Screening test work indicates the Gaoual Conglomerate Bauxite project can produc
Slide 5: The Emergence of Guinea
THE EMERGENCE OF GUINEA Guinea is to Bauxite what the Pilbara is to Iron Ore For personal use only GUINEA FAST FACTS: 1 The No.1 supplier of bauxite to China 2 2 Largest Bauxite reserves globally 3 Guinea Bauxite Exports (mt) 100 83 80 66 17 In 2014, bauxite exports from Guinea, were ~17 60 59 MT1 a
Slide 6: Project Summary & Strategy
PROJECT SUMMARY & STRATEGY • World Class Bauxite Portfolio For personal use only • Gaoual Project: Very high grade, unique conglomerate bauxite deposit • Lelouma Project: “Tier 1” multi-generational deposit • Woula Project: Close to infrastructure: Low Capex, near term production • Development Strat
Slide 7: Near Term Strategy: Third Party Infrastructure
NEAR TERM STRATEGY: THIRD PARTY INFRASTRUCTURE For personal use only • The Woula Project is a low Capex, early production opportunity: ~10km from an existing haul road connecting to the bauxite export terminal of Katougouma • The High-Grade Gaoual Conglomerate Bauxite Project is approximately 100km
Slide 8: Long Term Strategy: Infrastructure Development
LONG TERM STRATEGY: INFRASTRUCTURE DEVELOPMENT • There are Three Major Bauxite Provinces in Guinea: For personal use only • Sangaredi: CBG, Rusal Dian Dian and GAC – Production since 1960s • Boffa-Santou-Houda: Chalco and SMB - Production since 2019 • Northern Corridor – A high grade bauxite provinc
Slide 9: Gaoual High Grade 'Conglomerate' Project
GAOUAL HIGH GRADE ‘CONGLOMERATE’ PROJECT Resources Cut-off Grade Grade Category • The Gaoual Project’s Bouba (Mt) (Al2O3 %) (Al2O3 %) (SiO2 %) For personal use only Conglomerate Bauxite Plateau has a high grade tonnage of 83.8 Mt (45% High Grade Resource 83.8 >45 51.2 11.0% Indicated Al2O3 Cut-off)
Slide 10: Multi-Generational Lelouma Project
MULTI-GENERATIONAL LELOUMA PROJECT • Massive resource with significant high Resources Grade Grade Category Cut-off (Mt) (Al2O3 %) (SiO2 %) (Al2O3 %) For personal use only grade and very high grade zones High Grade Resources1 398 48.1 2.0% Measured + >45 • The scale and quality of the Lelouma Indicat
Slide 11: Low Capital Woula Project
LOW CAPITAL WOULA PROJECT • The Woula Bauxite Project is located in NE Resources Cut-off Grade Grade Category (Mt) (Al2O3 %) (Al2O3 %) (SiO2 %) For personal use only Guinea, proximal to the coast and existing haul road and the Katougouma river port High Grade Resources 19.0 >40 41.7 3.2% Inferred •
Slide 12: Focus on Key Infrastructure Requirements
FOCUS ON KEY INFRASTRUCTURE REQUIREMENTS MOU: China Railway Seventh Group MOU: Government of Guinea For personal use only • Lindian has executed a Memorandum of Understanding • Lindian’s 75% owned infrastructure subsidiary Terminal (‘MOU”) with China Railway Seventh Group Co. Ltd Logistics & Holding
Slide 13: Dobali Port
DOBALI PORT Potential to be Premier Export Location in Guinea For personal use only • It represents the best location to construct a deep water bauxite export terminal in Guinea • Initial bathymetric data indicates the ability to load the largest, most efficient transhipment vessels (40kt) or Panama
Slide 14: Near-Term Value Catalysts and Current Activity
NEAR-TERM VALUE CATALYSTS AND CURRENT ACTIVITY • Third parties continuing test work on For personal use only Gaoual Conglomerate Bauxite - significant interest being expressed in the project • Off-take agreements being pursued with in- country operators • Assessing 'truck and shovel' with simple scr
Slide 15: High Quality Assets in a High Growth Industry
HIGH QUALITY ASSETS IN A HIGH GROWTH INDUSTRY • World class bauxite projects with scale For personal use only • Premier bauxite mining jurisdiction • Access to existing bulk logistics infrastructure for early low CAPEX production • Opportunity to develop port and rail infrastructure business leverag
Slide 16: Appendix: Market Outlook
For personal use only APPENDIX MARKET OUTLOOK 16
Slide 17: Bauxite and the Aluminium Industry
BAUXITE AND THE ALUMINIUM INDUSTRY Bauxite Overview Guinea Bauxite Low Temperature CIF Index (USD/DMT)1 For personal use only • Bauxite ore is the world’s primary source of aluminium. 47 Bauxite is a rock formed from a reddish clay material called 46 laterite soil and is most commonly found in tropi
Slide 18: Aluminium: Key to a Green Future
ALUMINIUM: KEY TO A GREEN FUTURE • Green Investment forecast to reach US$16 trillion to 20301 For personal use only • Aluminium has applications in almost all technologies for a green future Carbon Solar Concentrating Nuclear Light emitting Electric Energy Electric Wind capture and photovoltaic sola
Slide 19: China Is Key to the Aluminium Industry
CHINA IS KEY TO THE ALUMINIUM INDUSTRY Alumina Production Aluminium Production For personal use only Alumina Production by Region (kt) Aluminium Production by Region (kt) 140,000 70,000 120,000 60,000 100,000 50,000 80,000 40,000 30,000 60,000 20,000 40,000 10,000 20,000 - 2000 2001 2002 2003 2004 2
Slide 20: China Bauxite: Supply and Demand
CHINA BAUXITE: SUPPLY AND DEMAND China’s Imported Bauxite Supply China’s Bauxite Demand For personal use only • Guinea supply is forecast to continue to grow with more • Overall demand forecast to grow in China on back of new projects required domestic bauxite grade depletion and continued primary A
Slide 21: For personal use only
For personal use only - ENDS - For further information lindianresources.com.au
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