Elevra Lithium Limited · ASX:ELV
Elevra Lithium — Sayona Mining — 121 Conference London, Canaccord Mining Conference Palm Desert, RIU Resources Roundup Sydn (May 2023)
23 slides from Elevra Lithium's conference presentation, May 9, 2023
Slide 1: Investor Presentation cover note
9 May 2023 INVESTOR PRESENTATION Attached is an investor presentation to be presented at the following conferences this week. 121 Conference, London Canaccord Mining Conference, Palm Desert RIU Resources Roundup, Sydney For more information, please contact: Paul Crawford Company Secretary Phon
Slide 2: North America's newest lithium producer
North America’s newest lithium producer. Investor Presentation May 2023 Brett Lynch Managing Director ASX:SYA | OTCQB:SYAXF ASX:SYA | OTCQB:SYAXF 1
Slide 3: Important Information and Disclaimer
Important Information and Disclaimer Important Information and Disclaimer This presentation refers to the following previous ASX releases: Statements in this presentation are made only as of the date of this presentation unless otherwise stated, and the information in this • Quarterly Activities/App
Slide 4: Profile
Section – Profile 01 Projects Outlook ASX:SYA | OTCQB:SYAXF 3
Slide 5: North American Lithium (NAL)
North American Lithium (NAL) North America’s newest Abitibi region, Québec lithium producer The restored NAL plant has a target annual nameplate capacity of NAL produced first up to 226,000t of spodumene concentrate. lithium concentrate in March 2023. North America’s only major hard rock producer. S
Slide 6: Corporate Snapshot
Corporate Snapshot ASX:SYA | OTCQB:SYAXF Share price Market capitalisation Debt Shares on issue Cash Various options A$0.20 A$1.8B Zero 8.9B A$98.2M 250M 4 May 2023 4 May 2023 31 March 2023 31 March 2023 31 March 2023 31 March 2023 52 week high $0.375, low $0.112 (Cash equivalent ~$10M) ASX share pr
Slide 7: Board and Senior Management
Board and The right blend of mining and corporate experience to deliver Senior Management Brett Lynch Paul Crawford James Brown Allan Buckler Guy Belleau Managing Director & Executive Director & Non-Executive Non-Executive Chief Executive Officer, Chief Executive Officer Company Secretary Director D
Slide 8: ESG: At the heart of all we do
Our values ESG At the heart of all we do Integrity Respect Excellence Our commitment to sustainability reflects the critical role lithium will play in the world’s accelerating decarbonisation drive We contribute to transport electrification and the fight against climate change We are committed to en
Slide 9: Projects
Section Profile 02 Projects Outlook ASX:SYA | OTCQB:SYAXF 8
Slide 10: Québec, Canada: Low cost, green, and great access to market
Québec, Canada Low cost, green, and great access to market Lower ESG High quality Political World class Excellent costs benefits resources security infrastructure market access Québec can deliver Greenest source of Best North American Stable and supportive World-class Located in close lithium hydrox
Slide 11: Québec Lithium: Abitibi and Northern Hubs
Abitibi and Northern Hubs Québec Lithium N North American Lithium (NAL) Measured & Indicated + Inferred Abitibi Mine and concentrator Resource1 Hub Future carbonate plant Authier Project 75.4Mt @1.18% Li2O Long-life deposit 30km from NAL Target Annual Production Tansim Project Exploration project wi
Slide 12: NAL: DFS proves value as NPV doubles
North American Lithium (NAL) NAL ownership: Sayona 75% | Piedmont 25% DFS proves value as NPV doubles 20 Years C$817/t 2 C$1,367M 4 Mine Life Cash Cost incl. Authier After-tax NPV8% (per tonne of concentrate) 226,000t 1 Annual Concentrate Production C$987/t 2,545% AISC excl. Authier After-tax IRR (p
Slide 13: NAL ramp up tracking on schedule
Speed North American Lithium (NAL) NAL ramp up tracking on schedule In production for $200M within two years of acquisition 01 Production First saleable (commercial grade) spodumene underway concentrate produced in March 2023 NAL Concentrator Production Tonnes spodumene concentrate Shipments Concent
Slide 14: NAL Channels to market
Four shipments expected in H1 FY24 North American Lithium (NAL) Channels to market 01 Piedmont NAL JV will sell Piedmont greater of 50% of facility offtake production volume or 113,000t spodumene agreement concentrate Commences 1 July 2023 and runs until earlier of Life-of-Facility or downstream con
Slide 15: Abitibi Hub Growth and transformation
Size Abitibi Hub 50,000m drill campaign in 2023 across Growth and transformation NAL and Vallée Lithium Project 01 Increase Sayona will blend ore extracted from Authier with resources and NAL ore to enhance plant performance and production economics 35,000m drilling planned across NAL Define larger
Slide 16: Abitibi Hub Timeline
Speed Abitibi Hub Brownfield asset with quick Timeline1 pathway to production H2 FY23 H1 FY24 H2 FY24 H1 FY25 H2 FY25 H1 FY26 H2 FY 26 H1 FY27 North American Lithium First concentrate production ★ Concentrate shipments Resource expansion Carbonate plant feasibility, permitting & construction First c
Slide 17: Northern Hub Moblan Project
Moblan ownership: Sayona 60% | SOQUEM 40% Northern Hub In October 2021, Sayona acquired a 60% interest in the Moblan Lithium Project Moblan Project through an existing joint venture with SOQUEM Inc, a wholly owned subsidiary of Investissement Québec. 01 Resource upgrade Measured & Indicated + 51.4Mt
Slide 18: Northern Hub: Troilus claims acquisition
Speed Northern Hub Targeting high grade, low strip ratio operation Growth and transformation Troilus claims acquisition offers 985km2 opportunity for discovery and resource expansion in Northern Hub Troilus claims acquisition comprises 1,824 claims spanning 985 sq km, more than 200 times the size of
Slide 19: Northern Hub Timeline
Speed Northern Hub Sayona will deliver the Northern Hub with the speed Timeline1 and agility that served to fast-track Abitibi’s production H2 FY23 H1 FY24 H2 FY24 H1 FY25 H2 FY25 H1 FY26 H2 FY 26 H1 FY27 H2 FY27 Future Moblan Resource update ★ Feasibility Permitting/construction Concentrate product
Slide 20: Outlook
Section Profile 03 Projects Outlook ASX:SYA | OTCQB:SYAXF 19
Slide 21: Footprint. Resource. Production.
Size North America’s newest Most significant source of lithium producer hard rock lithium production in North America Footprint. Resource. Production. 202,000ha 75.4Mt1 85,000t- 115,000t Across Abitibi & Tonnes in Abitibi Hub Northern Hubs NAL spodumene concentrate in 3,600 51.4Mt2 H1 FY24 226,000t
Slide 22: Investor milestones
Investor milestones Completed Milestones Future Milestones NAL acquisition Additional NAL offtake agreements Moblan acquisition NAL first spodumene shipment NAL PFS Exercise of earn-in option for Vallée JV Significant drill program at Moblan NAL carbonate PFS Troilus claims acquisition NAL carbonate
Slide 23: Connect with us
Sayona Mining Limited Level 28, 10 Eagle Street info@sayonamining.com.au ACN 091 951 978 Brisbane, Queensland, sayonamining.com.au ASX:SYA 4000 OTCQB:SYAXF Australia Connect with us. Brett Lynch Managing Director info@sayonamining.com.au Join the conversation Follow us Subscribe to our e-news: +61 (