Livium Ltd. · ASX:LIT
Livium — Lithium Australia — Investor Presentation (July 2022)
32 slides from Livium's investor presentation, Jul 6, 2022
Slide 1: Delivering Sustainability to the Lithium Battery Industry
For personal use only DELIVERING SUSTAINABILITY TO THE LITHIUM BATTERY INDUSTRY AND PROVIDING SOLUTIONS TOWARDS A ZERO CARBON ECONOMY Investor Presentation | July 2022 ASX:LIT
Slide 2: Disclaimer
Disclaimer For personal use only This presentation is for information purposes only. Neither this presentation nor ‘believe’, ‘expect’, ‘anticipate’, ‘indicate’, ‘contemplate’, ‘target’, ‘plan’, ‘intends’, the information contained in it constitutes an offer, invitation, solicitation or ‘continue’,
Slide 3: Why invest in Lithium Australia?
Why invest in Lithium Australia? For personal use only 100% LIT Owned 100% LIT Owned Leading Australia’s battery recycling industry Next generation cathode powders including LFP Opportunity: Over 90%1 of lithium-ion batteries are Opportunity: Increase in global battery demand, LFP currently sent to
Slide 4: Corporate Snapshot
Corporate Snapshot For personal use only ASX Ticker LIT 12-Month Share Price (cents) 0.16 35 Share Price (as at 30th June 2022) $0.051 0.14 30 Shares On Issue 1.03Bn 0.12 25 Market Cap $53M 0.10 Millions 20 Cash (as at 31st March 2022) $8M 0.08 Enterprise Value $45M 15 0.06 10 0.04 Top Shareholders
Slide 5: Board of Directors
For personal use only Board of Directors Recruitment George Bauk Kristie Young Phil Thick In progress Non-Executive Non-Executive Non-Executive Chief Executive Chairman Director Director Officer More than 30 years’ Over 20 years’ experience Over 30 years’ experience as Global executive search experi
Slide 6: Management team
For personal use only Management team Stuart Tarrant Andrew Mackenzie Andrew Skalski Andrew Napier Chief Financial GM - Recycling GM - Batteries GM – Technical Officer Development Stuart is a senior finance Andrew is responsible for the Responsible for progressing A minerals engineer with 25 profess
Slide 7: 100% owned Battery Recycling Facility, Laverton North, VIC
100% owned Battery Recycling Facility, Laverton North, VIC For personal use only ASX:LIT - July 2022 7
Slide 8: The Opportunity
The Opportunity For personal use only Lithium-ion batteries (LIB) waste 2016 2025 2036 set to increase significantly 3,300t of actual 17,800t of expected 137,600t of expected LIBs, when not in use, unrecycled LIB waste unrecycled LIB waste unrecycled LIB waste generate large amounts of energy and
Slide 9: B-cycle partnership will promote volumes
B-cycle partnership will promote volumes For personal use only B-cycle is placing accountability on the battery producers Australian government recognises this opportunity with the B-cycle scheme via the Battery Stewardship Council Rebates are provided via the scheme to promote battery recycling
Slide 10: The Solution
The Solution For personal use only Established recycling business with a national network Launched in 2017, Australia’s only accredited B-cycle1 entity to operate battery processing services Safe and efficient recovery of critical Laverton Battery Recycling Facility materials from end-of-life ba
Slide 11: Our Process: key battery recycling steps
Our Process: 5 key battery recycling steps For personal use only 1. 2. 3. 4. 5. Collection Storage Sorting Processing Sales ASX:LIT - July 2022 11
Slide 12: Step 1: Collection
Step 1: Collection For personal use only Scalable collection solutions Innovative collection equipment developed by Envirostream to manage the risks of fire and leakage, including: • Bespoke collection bags; and • Deposit bins to manage thermal leakage Storage solutions demonstrate Envirostream’
Slide 13: Step 1: Collection (cont'd.)
Step 1: Collection (cont’d.) For personal use only Key partnerships established Envirostream is also in partnership Envirostream has a current with Tier 1 EV manufacturers network of reputable partners Partners highly engaged and supportive of Envirostream battery recycling initiatives Partn
Slide 14: Step 2: Storage
Step 2: Storage For personal use only Leading the industry with innovative solutions Incorrect storage of spent batteries can lead to fire risks Collected batteries delivered to Envirostream’s Melbourne facilities are stored to the highest standards Safety procedures and systems are continuous
Slide 15: Step 3: Sorting
Step 3: Sorting For personal use only Established processes for sorting of mixed batteries Consumers are unable to separate battery types resulting in the collection of mixed batteries An efficient, semi-automated process has been developed to sort mixed batteries into categories including: • Li
Slide 16: Step 4: Processing
Step 4: Processing For personal use only Unique processes to maximise recovery of spent batteries Onshore battery processing Envirostream offers a sustainable solution to the increasing volume of spent batteries Its process recovers over 90% of a lithium-ion battery Recovered materials include
Slide 17: Step 5: Sales
Step 5: Sales For personal use only Maximising value from industry leading processes Saleable product from Envirostream’s process includes: • MMD (including cobalt and nickel) • Copper • Aluminium • Steel The high-value mixed metal dust (MMD) is shipped from Envirostream facilities MMD is sold
Slide 18: Envirostream: The Market
Envirostream For personal use only The Market A significant opportunity for growth More than ~90% of lithium-ion battery waste currently goes to landfill in Australia LIB waste growing 20%p.a.1 Seizing the Opportunity Permitting is no longer a significant barrier to volumes for Envirostream
Slide 19: 100% owned Battery Materials pilot plant, Brisbane, QLD
100% owned Battery Materials pilot plant, Brisbane, QLD For personal use only ASX:LIT - July 2022 19
Slide 20: The Opportunity: moving from NCM to LFP
The Opportunity For personal use only The world is moving from NCM to LFP as the preferred battery chemistry……. Lithium ferro phosphate (LFP) is the most stable cobalt and nickel free cathode active material and has the following benefits relative to NCM chemistries. Performance: LFP has an improv
Slide 21: The Opportunity: moving away from Chinese dominance
The Opportunity For personal use only The industry is seeking a move away from Chinese dominance due to geopolitical pressures 3,500,000 3,000,000 LFP Cathode Materials Forecast1 >99% Global LFP 2,500,000 currently produced Annual Volumes (t) 2,000,000 in China 1,500,000 1,000,000 Premiums for non-
Slide 22: The Solution: proprietary LFP flowsheet
The Solution For personal use only LFP is currently being produced using a proprietary flowsheet for safe, long life lithium-ion batteries Initial Initial Calcining Final Final Furnace milling spray dry (raw LFP) milling spray dry (final LFP) High level overview of VSPC’s LFP cathode powder flow she
Slide 23: VSPC History
VSPC History For personal use only From making very small particles to advanced cathode materials Established in 1999, 100% acquired by Lithium Australia in 2017 20+ yrs. researching, developing and patenting processes for the manufacture of high-purity, nano-scale materials 10+ yrs. developin
Slide 24: Steps towards commercialisation
Steps towards commercialisation For personal use only Engineering in progress towards a production target of 2026 PFS Outcomes1 Definitive feasibility study (DFS) is in progress with lead engineer Lycopodium LFP production rate 10,000tpa DFS activities include early-stage, LFP production Life of
Slide 25: VSPC: The Market
VSPC For personal use only The Market A significant opportunity LFP market expected to grow from ~400,000tpa to ~3,300,000tpa by 2030 (700% change) The electrification of vehicles and benefits of LFP are driving the shift Seizing the Opportunity Significant experience (20+ yrs.) researching, d
Slide 26: Additional Opportunities
For personal use only Additional ASX:LIT - July 2022 Opportunities 26
Slide 27: LieNA, SiLeach and Investments
For personal use only LieNA® SiLeach® Investments Proprietary technology to Proprietary technology Charger Metals NL (ASX: CHR): significantly improve metallurgical provides for low-energy 9.6 million shares (18.8%1) recovery of lithium from fine and recovery of lithium from low-grade spodumen
Slide 28: Next Steps
For personal use only Brisbane Perth (Head Office) Melbourne Next Steps ASX:LIT - July 2022 28
Slide 29: Next Steps
Next Steps For personal use only Leading Australia’s battery recycling industry Next generation cathode powders including LFP Increase battery volumes through additional Completion of DFS for a 10,000tpa LFP partnership agreements and support by B-cycle manufacturing facility Arrange longer te
Slide 30: The investment proposition
The investment proposition For personal use only An outstanding portfolio of technologies to improve the supply and security of energy metals to the battery industry A favourable position to take advantage of significant expansion in the demand for and disposal of lithium-ion batteries A high-perfor
Slide 31: References
References For personal use only Page 3 1. Company analysis based on statistics provided by CSIRO https://www.csiro.au/en/research/technology-space/energy/energy- storage/battery-recycling 2. Source: ICCSino, Nov 2021 forecast, Company analysis Page 8 1. Statistics provided by CSIRO https://www.csir
Slide 32: Contact Information
For personal use only Contact Information Stuart Tarrant Email: stuart.tarrant@lithium-au.com Level 1, 677 Murray Street West Perth 6005 Western Australia Phone +61 (0) 8 6145 0288 David Tasker Chapter One Advisors Email: dtasker@chapteroneadvisors.com.au www.lithium-au.com ASX:LIT - July 2022 32
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