Grounded Lithium Corp · TSXV:GRD
Grounded Lithium — Investor Presentation (May 2023)
26 slides from Grounded Lithium's investor presentation, May 2023
Slide 1: Corporate Presentation May 2023
Corporate Presentation May 2023 W W W G R O U N D E D L I T H I U M . C O M ` DEFINING OUR PATH TO COMMERCIAL CANADIAN LITHIUM PRODUCTION www.groundedlithium.com | TSX.V: GRD.V | OTCQB: GRDAF
Slide 2: Disclaimer
Disclaimer This presentation material contains forward-looking statements and forward-looking information within the meaning of Section 27A of the Securities Act of 1933, as amended, Section 21E of the Securities Exchange Act of 1934, as amended, and applicable Canadian securities laws. The opinions
Slide 3: Corporate Vision
Macro backdrop – North American battery supply chain Corporate Vision: industry rapidly expanding to Build a Best-in-Class, Environmentally Responsible, compete globally. Provides Canadian Lithium Producer strong sustained tailwinds W W W G R O U N D E D L I T H I U M . C O M Proven resource develop
Slide 4: Leadership Team – We Build
Leadership Team – We Build Disciplined resource development professionals with history of economic success Over 35 years combined technical and managerial Over 28 years of combined experience in finance and Gregg Smith Greg Phaneuf W W W G R O U N D E D L I T H I U M . C O M experience leadership di
Slide 5: Board of Directors & Advisors
Board of Directors & Advisors Wisdom and expertise to guide management and steward shareholder interests Board Member Experience Chair Other Committees John Wright Chairman of GLC, Mr. Wright also serves as the Chairman of two resource Board, development companies in the oil and gas sector (Touchsto
Slide 6: Progressing on All Fronts
Progressing on All Fronts Team Focused on Rapid Execution Towards Commercial Production PEA: Preliminary Economic Assessment LCE: Lithium Carbonate Equivalent 2020 2021 2023/2024 (On the Horizon) W W W G R O U N D E D L I T H I U M . C O M Q4 Q4 2022 • Brine Lab Pilot – 3rd Parties (Q2 2023) Q4 • Ki
Slide 7: Capitalization | TSX.V – GRD | OTCQB: GRDAF
Capitalization| TSX.V – GRD | OTCQB: GRDAF Clean balance sheet with capital structure conducive for growth and returns for all shareholders Capitalization (as at April 30'23) GLC Ownership TSXV: GRD - Share Price $ 0.30 14% Outstanding Common Shares (shrs millions ) 69.7 W W W G R O U N D E D L I T
Slide 8: Macro Tailwinds Abound
Macro Tailwinds Abound Largely an EV Driven Story but Other Factors at Play (ie. energy storage, military, etc) • To meet the world’s demand, massive amounts of capital need to be brought to the mining sector, in W W W G R O U N D E D L I T H I U M . C O M particular critical minerals. • Not likely
Slide 9: Balancing Battery Supply Chain to North America
Balancing Battery Supply Chain to North America US & Canada (public & private sectors) eyeing battery industry expansion • GLC’s vision anticipates providing feedstock to manufactures in the lithium battery supply chain (e.g., anode/cathode manufacturers, ultimate customer of batteries such as an au
Slide 10: GLC Project Area: The Leduc Formation
GLC Project Area The Leduc Formation / AKA the Duperow in Saskatchewan Leduc formation: extensively dolomitized ancient carbonate complex that spans 100s km2 and is over 200 m thick Southern Alberta & Saskatchewan has massive shallow W W W G R O U N D E D L I T H I U M . C O M water carbonate reserv
Slide 11: Robust Resource Potential
Robust Resource Potential Proven Deliverability & Low-Cost Development Compelling Geology • High lithium concentration tests confirm mechanics for trapping • Large brine volumes, from thick porous reservoir with W W W G R O U N D E D L I T H I U M . C O M extensive areal extent • Concentration/grade
Slide 12: Proven High Deliverability & Recoveries
Proven High Deliverability & Recoveries Pressure Support Delivers Reliable Consistent Production GRD 04.15 Well Analysis Phase 1 Facility - Brine Deliverability • Completion = 179 m open-hole (unstimulated) • Projected rate with larger ESP and short 550,000 22 Wells Producing @19,500 bbls/d horizona
Slide 13: GLC Project Area: Kindersley Lithium Project
GLC Project Area Kindersley Lithium Project (”KLP”) - Inferred Resource1 – 4.2 million tonnes LCE ➢ Sufficient acreage for multiple projects GLC 1St Test Well ➢ Flexibility at this point to produce either lithium (2nd Lithium Well in Sask) AB SASK MB carbonate or lithium hydroxide – will be a functi
Slide 14: KLP Production Forecast
KLP Production Forecast Multi-stage build-out minimizes risk on several fronts W W W G R O U N D E D L I T H I U M . C O M Kindersley Lithium Project • Sufficient land holdings to support multiple 10,000 tonne/yr phases • Grounded will continue to add to portfolio where opportunities exceed geologic
Slide 15: Tier 1 Operating Jurisdiction to Build Business
-Tier 1 Operating Jurisdiction to Build Business Saskatchewan Chose GLC, We Did Not Chose Saskatchewan! Resource Potential Lead GLC Efforts Saskatchewan ranked 3rd in the world for Easy access to infrastructure and services including: investment attractiveness in the Fraser Institute’s • High graded
Slide 16: Direct Lithium Extraction - DLE
Direct Lithium Extraction - DLE Deploy capital to resource development, not R&D DLE: Key to Future of Clean Energy in Western Canada • Applies innovative process to Western Canada’s tremendous lithium resource potential while W W W G R O U N D E D L I T H I U M . C O M leveraging oil & gas expertise
Slide 17: DLE Technology Assessment Readiness
DLE Technology Assessment Readiness Lab Pilot Extraction Supports Next Stage of Business Plan W W W G R O U N D E D L I T H I U M . C O M Image – 38 bbls of lithium-rich brine from 04.15.32.23W3 well in storage for future lab pilot phase of technology evaluation and proof of extraction DLE Technolog
Slide 18: DLE – Noteworthy Industry Progression/Advancement
DLE – Noteworthy Industry Progression/Advancement Grounded – Fast Follower at Cheaper Metric! W W W G R O U N D E D L I T H I U M . C O M DEVELOPING SASKATCHEWAN'S UNTAPPED LITHIUM RESOURCES 18
Slide 19: Lithium from Brine – Low Cost & Sustainable
Lithium from Brine – Low Cost & Sustainable W W W G R O U N D E D L I T H I U M . C O M Lithium from brines dominate low end of the cost curve DEVELOPING SASKATCHEWAN'S UNTAPPED LITHIUM RESOURCES 19
Slide 20: ESG & Lithium from Brine
ESG & Lithium from Brine DLE delivers improved social and environmental license Environmentally Friendly Current Lithium Sources • Much lower environmental impact (less land disturbance, minimal water consumption and Large Environmental Footprint W W W G R O U N D E D L I T H I U M . C O M emissions
Slide 21: Building Blocks to PEA
Building Blocks to PEA GLC following step-wise plan to unlock value Near-Term Catalysts • Selection of top 2 W W W G R O U N D E D L I T H I U M . C O M technology providers • Test results from top 2 lab pilot runs • Selection of chosen DLE technology • Filing of PEA • Initial steps to design, permi
Slide 22: Recent Corporate Activity – Big and Small
Recent Corporate Activity – Big and Small Market Comp Livent – Allkem US$10.6B merger Cash & shrs Combined company becomes 5th largest lithium producer W W W G R O U N D E D L I T H I U M . C O M 100% PL shrs in the world • Proforma revenue of US$1.9B; adjusted EBITDA of US$1.2B • Deal metrics: • Fo
Slide 23: Why Invest
Why Invest Robust Value Proposition to Investors • Provide critical exposure to the global energy- Measured strategy designed to transition shift achieve operational wins and • Proven resource development team – history W W W G R O U N D E D L I T H I U M . C O M successes, while minimizing dilution
Slide 24: APPENDIX
W W W G R O U N D E D L I T H I U M . C O M APPENDIX 24
Slide 25: Lithium to Remain Dominant Metal in Battery Chemistry
Lithium to Remain Dominant Metal in Battery Chemistry Especially in the EV Market due to light molecular weight, charge capacity, safety, etc W W W G R O U N D E D L I T H I U M . C O M There is a reason why Tesla, GM, etc are ‘driving’ down to the upstream source. High input costs either squeeze ma
Slide 26: Preliminary Economic Assessment Requires Dynamic Reservoir Modelling
Preliminary Economic Assessment Requires Dynamic Reservoir Modelling • Determines Inter-Well Distance (interference) • Brine Transmissibility – long term flow • Supports recovery of resource • Production forecasting W W W G R O U N D E D L I T H I U M . C O M • Development planning Benefits Resource