Lincoln Minerals Limited · ASX:LML
Lincoln Minerals — Gold Coast Investment Show Case (June 2024)
27 slides from Lincoln Minerals's conference presentation, Jun 19, 2024
Slide 1: Developing Australian Graphite, Uranium and Green Iron
ASX:LML ASX: LML For personal use only Developing Australian Graphite, Uranium and Green Iron For the Global Energy Transition Corporate Presentation Gold Coast Investment Show Case June 2024
Slide 2: Important Notice and Disclaimer
ASX:LML Important Notice and Disclaimer 2 Disclaimer and Competent Person Statement For personal use only • The information contained in this document (“Presentation”) has been prepared Lincoln Minerals Limited forward-looking future performance and actual results or developments may differ material
Slide 3: Lincoln achieved a seven-month strategic transition
ASX:LML Lincoln achieved a seven-month1 strategic transition 3 Achieved in Seven Months Go Forward Strategy • Doubled the Kookaburra Graphite For personal use only Resource • Drilled to increase our high-grade graphite Objective: Develop the Kookaburra Graphite Graphite core, that begins at surface
Slide 4: The transition in Lincoln's valuation is just beginning
ASX:LML The transition in Lincoln's valuation is just beginning 4 Renascor Kookaburra Gully Graphite Project included in For personal use only Market Cap $252M Siviour Graphite Project 2023 Australian Critical Minerals Prospectus 8.5 Mt Contained Graphite at 6.9% TGC (2.3% cut-off) Lincoln Minerals
Slide 5: Company Overview
ASX:LML Company Overview 5 Capital Structure LML A$0.071 2,051M $14.4M $2.58M2 Nil For personal use only ASX Code Share Shares Market Cash Debt Price on Issue Capitalisation Ruiya (Yoyo) Zhang Ms Zhang is a qualified accountant with extensive business networks in Australia and internationally and is
Slide 6: ESG Commitment
ASX:LML ESG Commitment 6 Lincoln aims to be a leader in the mining industry for early stakeholder engagement. By actively involving stakeholders from the beginning of the studies, Lincoln ensures that their valuable feedback For personal use only influences the planning, design and decision-making p
Slide 7: Government Backing for Battery Minerals: Focus on Graphite
ASX:LML Government Backing for Battery Minerals: Focus on Graphite 7 Australia is a global leader in the production of critical minerals essential For personal use only for battery technologies, including graphite. Australia’s newly released 2035 vision is: • Globally competitive producer of batteri
Slide 8: Lincoln has the Right Rocks
ASX:LML Lincoln has the Right Rocks 8 Our tenements are part of the Gawler Craton; the right rocks all in one region. Graphite, uranium, magnetite, also copper and gold. For personal use only Graphite • South Australia has the largest share (66%) of Australia’s confirmed graphite reserves.1 Uranium
Slide 9: Right Jurisdiction, Right Infrastructure
ASX:LML Right Jurisdiction, Right Infrastructure 9 Jurisdiction For personal use only • South Australia ranks highly in for global mining investment – Respected Fraser Institute Ranking. • Proven legislation to explore, develop, approve and mine uranium. Infrastructure • Lincoln’s tenements are surr
Slide 10: High Growth Commodities for a De-Carbonising World
ASX:LML High Growth Commodities for a De-Carbonising World: Graphite, Uranium and Magnetite 10 For personal use only DEVELOP: GRAPHITE EXPLORE: URANIUM PARTNER: MAGNETITE Kookaburra Graphite Project Eyre Uranium Portfolio2 Green Iron Project • Flagship project with 12.8Mt • Historic uranium drill •
Slide 11: Why is Lincoln choosing graphite?
ASX:LML Why is Lincoln choosing graphite? 11 It is a Growth Market, the opportunity to develop a potential Tier 1 Asset, with its high-grade graphite core For personal use only on an awarded Mining Lease, in the most prominent graphite region in Australia, highly prospective for further world-class
Slide 12: Australia's World-Class Graphite Province
ASX:LML Australia's World-Class Graphite Province 12 South Australia’s JORC Graphite Resources1 Kookaburra Graphite Project For personal use only • The Hutchison Group formation, possesses over 66% of Australia’s JORC graphite resources. • Lincoln holds the second largest graphite resource of 12.3Mt
Slide 13: Competitive Advantage: High Grade Orebody
ASX:LML Competitive Advantage: High Grade Orebody – 13 means early cash flow and lower operating cost For personal use only • Kookaburra Gully Resource has a High-Grade Core, starting at surface of 2.9Mt at 13.6% TGC. With grades on the surface of 12m @ 20.5% TGC and within core up to 31% TGC. The R
Slide 14: Pilot Plant Program Completed 2018
ASX:LML Pilot Plant Program Completed 2018 14 Metallurgical and Test Work Completed1 For personal use only • Multiple tests confirmed >90% recovery & concentrate grades >95% LOI. • Pilot Plant produced a TGC of 96.2% in the concentrate. • Purification process test work achieved 99.9% TGC purity afte
Slide 15: Kookaburra Gully Mining Lease – Work Completed
ASX:LML Kookaburra Gully Mining Lease – Work Completed 15 - Granted Mining Lease (ML6460) 2016 2017 Feasibility Study demonstrated strong project economics at modest scale (35ktpa). For personal use only - Feasibility Study1 for 35ktpa completed in 2017 - Draft KG PEPR (Operation and Environment App
Slide 16: Vertical Integrated "Mine to Battery" Scoping Study
ASX:LML Vertical Integrated “Mine to Battery” Scoping Study 16 KGP test work confirms suitability For personal use only • Independent review of metallurgical test work confirms KGP graphite is suitable for feedstock for high quality battery anode material. • Nearly all additional metallurgical or ot
Slide 17: Graphite Outlook for 2024
ASX:LML Graphite Outlook for 2024: 17 High Value Creation at Low Cost CY2024 CY2025 For personal use only Pre-Feasibility Study Dig Ready Resource Update Resource Drilling Initial Conditional Offtake Contracts Q3 H1 Q2 Q4 H2 Trade Off & Value Chain Studies Feasibility Study BAM Scoping Study Resourc
Slide 18: Lincoln Uranium Project
ASX:LML Lincoln Uranium Project 18 Lincoln’s uranium has multiple highly prospective uranium targets For personal use only across its existing tenement portfolio on Eyre Peninsula.2 • Highlights from historic work include: • Jungle Dam – intersected up to 570 ppm U in scout drilling; • Carinya – His
Slide 19: Jungle Dam Uranium Target
ASX:LML Jungle Dam Uranium Target 19 For personal use only June 2024 lincolnminerals.com.au
Slide 20: Jungle Dam – Follow-up drilling planned for September
ASX:LML Jungle Dam – Follow-up drilling planned for September 20 For personal use only Previous holes yielded peak assays • WCRC008 of 570 ppm U • WCAC052 4m at 300ppm U • EU016 6m at 200ppm U June 2024 Location of Lincoln's historical aircore drill holes
Slide 21: Green Iron Project, SA
ASX:LML Green Iron Project, SA 21 • Lincoln’s Green Iron Project is a potential large-scale export For personal use only magnetite project on SA’s Eyre Peninsula • 1.2 billion tonne (Bt) magnetite iron ore JORC resource, with strong metallurgical recoveries and a high-quality end product. • A key pr
Slide 22: Green Iron: A Sustainable Steel Solution
ASX:LML Green Iron: A Sustainable Steel Solution 22 Magnetite + Renewable Energy + Green Hydrogen Tier 1, geopolitically stable location For personal use only • Slashing Emissions: Green iron production cuts Abundant magnetite resources greenhouse gas emissions by up to 95% compared to 100% renewabl
Slide 23: Lincoln – Investment Highlights
ASX:LML Lincoln – Investment Highlights 23 Exposure to exciting Graphite, Uranium and Magnetite all expected to be in structural undersupply commodities For personal use only Dominant position on SA's Hutchison Formation - second largest graphite Tier 1 project location resource with growth and scal
Slide 24: For Further Information
For Further Information: Jonathon Trewartha For personal use only Chief Executive Officer Lincoln Minerals Limited Jonathon.trewartha@lincolnminerals.com.au 1300 137 116 Nathan Ryan Investor and Media Relations NWR Communications nathan.ryan@nwrcommunications.com.au +61 420 582 887 Community Enquiri
Slide 25: Appendix
For personal use only Appendix ASX:LML
Slide 26: Increasing our Graphite Resource Base
ASX:LML Increasing our Graphite Resource Base 26 Kookaburra Graphite Project Total Mineral Resources1 Cut-off For personal use only Measured and Indicated Tonnage Average Grade Contained Grade Mineral Resource Estimates1 (%TGC) (Mt) (% TGC) Graphite (kt) • Doubled the Kookaburra Gully Resource Base
Slide 27: Demonstrating Prospectivity and Generating New Targets
ASX:LML Demonstrating Prospectivity and Generating New Targets 27 Next Steps For personal use only • Jungle Dam: Drilling program targeted for September. • Eridani: targeting existing quarry location with on-ground exploration planned to commence as soon as exploration approvals are granted. • Carin
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