Lincoln Minerals Limited · ASX:LML

Lincoln Minerals — 13th South Australian Exploration and Mining Conference 2016

21 slides from Lincoln Minerals's conference presentation, Dec 2, 2016

  1. Slide 1: Kookaburra Gully

    Kookaburra Gully For personal use only An imminent new, world-class, high grade, low cost graphite mine on SA’s southern Eyre Peninsula Mining Lease Granted June 2016 13th South Australian Explora3on and Mining Conference 2 December 2016 ASX : LML Kookaburra Gully proposed mine site www.lincolnminer

  2. Slide 2: Key investment appeal

    Key investment appeal For personal use only Mineral Lease granted 3rd June 2016 for flagship Kookaburra Gully project • Located in South Australia’s world-class graphite-rich metallogenic province of Eyre Peninsula 35kms north of export gateway of Port Lincoln – region’s graphite profile comparable to

  3. Slide 3: Focused Board and Management

    Project owner: Lincoln Minerals Limited For personal use only Focused Board and Management Considerable experience in Chinese investment & markets Non-ExecuMve Chairman - Mr Jin Yubo Managing Director - Dr Allan John Parker Non-ExecuMve Director - Mr Eddie Lung Yiu Pang Non-ExecuMve Director - Mr Ja

  4. Slide 4: Kookaburra Gully: a world class address

    Kookaburra Gully: a world class address For personal use only Canada’s renowned Fraser InsLtute (March 2016) put South Australia in the Top 10 mining jurisdicMons in the world for its mining investment airacLveness (mineral endowments and public policy) for resources investors => VERY LOW SOVEREIGN

  5. Slide 5: Kookaburra Gully – Key Mining Lease Granted

    Kookaburra Gully – Key Mining Lease Granted For personal use only Mineral Lease • Has green light from ML 6460 Commonwealth Government Granted Department of the 3 June 2016 Environment – Not a Controlled AcMon PreparaMon & • Capex <A$50 million approval of Program • LOM Opex A$630/t to for Environme

  6. Slide 6: Kookaburra Gully: Clean-and-Green

    Kookaburra Gully: Clean-and-Green For personal use only Drilling by Lincoln in 2013-14 proved Graphite schist outcrops up a high grade at the surface JORC mineral resource Program for Environment ProtecMon & RehabilitaMon (PEPR) in progress • Final stage in Government approvals process • Includes en

  7. Slide 7: Small Mine Site Footprint

    Small Mine Site Footprint For personal use only • Small mine site footprint Legend ( ! Roundabout 103 hectares D Drainage channel OA • TAR 700m long open pit Natural channel OR North West waste dump graphite mine L AW ML 6460 PIL South waste dump • ConvenLonal flotaLon Road plant!( operaLng Legend Ro

  8. Slide 8: Kookaburra Gully – Simple Processing

    Kookaburra Gully – Simple Processing • Simple process flow sheet – grind, float, For personal use only regrind, clean, dry, screen & export • Delivers high grade (94-98% TGC) flake graphite concentrate from a simple “clean-and-green” process • Ongoing laboratory & pilot plant test work in Australia and

  9. Slide 9: Kookaburra Gully Graphite Project: World Class Resource Upside

    Kookaburra Gully Graphite Project World Class Resource Upside For personal use only ExploraMon Targets: • Kookaburra Gully Extended ExploraLon Targets: 22 Mt – 44 Mt @ 10%-15% TGC • Up to 10,000m drilling program planned for early 2017 • Other ExploraLon Targets: Gum Flat-Uley area & further along s

  10. Slide 10: Graphite Market Fundamentals

    Graphite Market Fundamentals • Spherical Graphite: a key input in the manufacture of lithium-ion baieries for For personal use only electric vehicles, smart phones and more – bamery backup for solar powered homes • Expandable Graphite used in fire exLnguishers and for making graphite foil • Graphite

  11. Slide 11: Spherical Graphite Fundamentals

    Spherical Graphite Fundamentals BATTERY & ENERGY STORAGE COMMERCIALISATION For personal use only • Newgen electric cars – 705,000 EV sales in 2015 growing to 13 million per annum in 2025 – mostly PEV not hybrids • Huge expansion of electric buses in China (>110,000 sales in 2015 growing to >400,000

  12. Slide 12: Timescale to Production

    Timescale to ProducMon For personal use only Commence shipping product Start mining Mine Development Free digging upper 30-50m PEPR approval 2017 Mining Lease Granted 2016 Commonwealth EPBC approval Lodge Mining Lease Proposal 2015 Peg Mineral Claims Environmental studies 2014 JORC Resource 2013 Sco

  13. Slide 13: Summary and Key Deliverables

    Summary and Key Deliverables For personal use only • Lincoln Minerals: focused graphite developer • Kookaburra Gully: Australia’s highest quality world-class graphite deposit • Milestone Mining Lease granted • Crystallises ovake/project funding opportuniLes • Australia’s next graphite mine (subject

  14. Slide 14: 2017 in a nutshell

    2017 in a nutshell…. For personal use only Kookaburra Gully to become…. South Australia’s newest mine in one of the homest global commodiMes The only producing graphite mine in Australia in a soaring new era global market THANK YOU Dr A. John Parker Managing Director +61 8 8274 0243 Kookaburra Gully

  15. Slide 15: Important Notice

    Important NoMce For personal use only This presentaLon has been prepared by Lincoln Minerals Limited (“LML") and Australian Graphite Pty Ltd (“AGL”) as an aid to a spoken explanaLon. It should not be considered as an offer or invitaLon to subscribe for or purchase any securiLes in LML or AGL nor as a

  16. Slide 16: Appendix: References

    Appendix For personal use only This presentaLon has been prepared by Lincoln Minerals Limited (“LML") as an aid to a spoken explanaLon. The informaLon contained in this presentaLon is based on a number of public statements, Quarterly Reports and ASX releases made by LML: References • Lincoln Mineral

  17. Slide 17: Experienced Chinese Directors

    Experienced Chinese Directors For personal use only • Mr Jin Yubo: Non-ExecuMve Chairman Has a Master of InternaLonal Law from NaLonal Chi Nan University, a chairman or board member of investment and real estate companies in China and Australia, a former commiiee member of a major Chinese city’s Peo

  18. Slide 18: Kookaburra Gully & Koppio Mineral Resources

    Kookaburra Gully & Koppio Mineral Resources For personal use only Total combined Mineral Resources for Kookaburra Gully and Koppio Cutoff Contained Grade Tonnes Grade Density Mineral Resource Classification Graphite (% TGC) (Mt) (% TGC) (g/cc) (tonnes) Kookaburra Gully High-grade Core (Domain 1) - I

  19. Slide 19: In world Top graphite deposits by grade

    In world Top 10 graphite deposits by grade For personal use only Kookaburra Gully is a high grade coarse flake graphite deposit and is capable of delivering near-term producLon at low cost in addiLon to graphene development research with Melbourne’s Monash University and Guangdong University of Techn

  20. Slide 20: Kookaburra Gully Metallurgy

    Kookaburra Gully Metallurgy For personal use only Metallurgical test results for drill core samples (LMC9) and trench samples (C and D). AHD is Australian Height Datum Standard Sieve/Mesh Sizes are: 80# = 177 µm; 100# = 150 µm; 200# = 75 µm Reference: Lincoln Minerals 2016 Annual Report. Lincoln Min

  21. Slide 21: Corporate Directory

    Corporate Directory For personal use only Directors Adelaide Office Mr Jin Yubo, Chairman 28 Greenhill Road Dr A John Parker, Managing Director Wayville SA 5034 Mr Eddie Lung Yiu Pang, Non ExecuLve Phone: (618) 8274 0243 Mr James Tenghui Zhang, Non ExecuLve Share Registry Company Secretary Computersha

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