Slide 1: IMARC 2024
For personal use only IMARC 2024 David Paterson – CEO ASX: LMG
Slide 2: Disclaimer
Disclaimer It is believed that the expectations reflected in these statements are reasonable but they may be affected by a multiple variables and changes in underlying assumptions which could cause actual results or trends to differ materially, including but not limited to: price fluctuations, actua
Slide 3: Who Are We?
Who Are We? Latrobe Magnesium (ASX: LMG) has developed a world-first, low-cost, low emission and environmentally sustainable hydromet / thermal reduction process to convert nearly 100% of waste resources into Magnesium metal and other valuable For personal use only commodities.
Slide 4: Magnesium: The Critical Green Mineral
Magnesium: The Critical Green Mineral Global Magnesium Demand & Consumption by Market Sector (2022)1 Magnesium is a critical input for auto manufacturers looking to reduce car weight through alloys and improve efficiency, especially in EVs, but supply is currently CO2 intensive(5) End-Use 6% Auto Di
Slide 5: Converting Waste Resources to Valuable Products
Converting Waste For personal use only Resources to Valuable Products
Slide 6: Spray Roaster: What have we built?
Spray Roaster What have we built? LMG has built a $57M Demonstration Plant incorporating a patented Hydromet process for producing magnesium with 60% lower CO2 emissions compared to the traditional process. For personal use only Reduce CO emissions from 21t – 40t to 6.6t or lower per ton of 2 magn
Slide 7: Demonstration Plant
Demonstration Plant • Produces 1,000 tones per annum of Magnesium. • Processing fly ash waste resource from the Energy Australia, Yallourn West Power Station. • Demonstration Plant produced world’s first For personal use only environmentally sustainable Magnesium Oxide from fly ash. • Converting 100
Slide 8: LMG's Pathway for Expansion
LMG’s Pathway for Expansion Under Operations Scoping For personal use only Fly Ash Fly Ash Ferro Nickel Slag Commenced production of Commencing production in Commissioning targeted for MgO in May 2024 late 2026 late 2029 Financials Financials Financials • $52M capex • $200M capex • $1.1B capex • $11
Slide 9: Key Achievements and Near-Term Milestones
Key Achievements and Near-Term Milestones Following first MgO production in May 2024, LMG will shortly produce magnesium metal ahead of Commercial Plant FID, targeted for mid 2025 1 Demonstration Plant • Magnesium Oxide (MgO) strategy announced • Offtake MoU signed for MgO by-product Demonstration P
Slide 10: Key Achievements and Long-Term Milestones International Mega-Plant
Key Achievements and Long-Term Milestones 3 International Mega-Plant Federal Manufacturing Licence application formally lodged Granted 113 Acre Plot of Land for the Plant & 10 acres for residential within Samalaju Industrial Park Completed Pre-Feasibility Study For personal use only Phase A (PFS-A)
Slide 11: Environmental | Social | Governance (ESG)
Environmental | Social | Governance (ESG) For personal use only Environmental Social Governance • Minimise waste by rehabilitation of legacy • Prioritise health and safety in daily operations • Committed to corporate transparency mining site tailings • Cultivate a value-driven, performance-oriented
Slide 12: Thank You!
Thank You! For personal use only 320 Tramway Road Hazelwood North, VIC, 3840 Phone: +61 (0)3 5101 0240 Email: enquire@latrobemagnesium.com