Lincoln Minerals Limited · ASX:LML
Lincoln Minerals — Noosa Mining Conference 2023
13 slides from Lincoln Minerals's conference presentation, Nov 15, 2023
Slide 1: High Grade Australian Graphite for the Global Energy Transition
High Grade Australian For personal use only Graphite For the Global Energy Transition Noosa Mining Conference 15th November 2023 NOVEMBER 2023
Slide 2: Graphite Market
Graphite Market 2 Lithium-ion batteries are comprised of For personal use only 50%+ graphite Demand is predicted to outstrip supply from 2024 to 2035 Graphite Restrictions China restricts exports of Graphite from 1st December 2023; turbocharging the urgency for the West to forge their independent su
Slide 3: Solid Base to Grow
Solid Base to Grow 3 For personal use only GRAPHITE DEVELOPER FEASIBILITY STUDY3 (2017) GRAPHITE RESOURCE GROWTH Mining Lease Granted Ave. Production Rate: 35ktpa 6.6MT AT 9.2% TGC1 Exploration Target HIGH-GRADE CORE, 2.0MT AT 15.2% TGC IRR OF 33% 32.6-94.1 MT AT 7-15% TGC2 AIM AIM AIM AIM TO BE ONE
Slide 4: Board & Management
Board & Management 4 Yoyo Zhang Ms., Zhang is a qualified accountant with extensive business networks in Australia and internationally and is currently Chief Financial Officer of APH Chairperson Holdings. Ms. Zhang has been a Board member of Lincoln since 2018. As a seasoned financial executive, Ms.
Slide 5: Company Overview
Company Overview 5 Capital Structure Trading Range For personal use only Share Price Graph LML ASX CODE 0.065c ASX SHARE PRICE1 1.69B SHARES ON ISSUE $10.8M $2.1M NIL DEBT MARKET CAPITALISATION1 CASH2 1. As at close of business on 13th November 2023 2. As per the quarterly report on 31st October 202
Slide 6: In A Top Global Mining Jurisdiction
In A Top 10 Global Mining Jurisdiction 1 6 Our flagship Kookaburra For personal use only Gully Graphite Project (KGGP) is 35km north of Port Lincoln on South Australia’s Eyre Peninsula Close to Infrastructure: Water, Power, Transport and Workforce Map 2: Kookaburra Gully Graphite Project area and mi
Slide 7: Mining Lease & Feasibility
Mining Lease & Feasibility 7 Kookaburra Gully Mine Plan • Granted Mining Lease (ML6460) For personal use only • Aim is to develop the project targeting materially higher NPV AND IRR. By increasing the planned production rate than the 2017 Feasibility Study. Commence in 2nd qtr. 2024. Feasibility Stu
Slide 8: Increasing the Resource Base
Increasing the Resource Base 8 Defined JORC Mineral Resource For personal use only Priority Measured and Indicated Tonnage Average Grade Contained Graphite Mineral Resource Estimates1 (Mt) (% TGC) (kt) The priority is to build the Resource base Koppio to a level that will support a higher Indicated
Slide 9: Exploration Target
Exploration Target* 9 Significant opportunity to increase the resource base For personal use only • Exploration Target 32.6-94.1 MT AT 7-15% TGC1 • Two drilling programs have been completed in the Exploration Target area, both in the Kookaburra Gully Extension, drilled in the 1 st Qtr 20172 and 1st
Slide 10: Current work program
Current work program 10 Drill targets for Q4 2023 drilling program Drill targets for Q1 2024 drilling program For personal use only • Northern portion of ML6460 targeted to close off • Further drilling of Koppio to test new targets to extent of main mineralisation at Kookaburra Gully. the extensions
Slide 11: Lincoln Minerals is Back!
Lincoln Minerals is Back! 11 Siviour Project For personal use only Renascor Contained Graphite 8.5 Mt Currently, Lincoln is little-known and undervalued at TGC 6.9% (2.3% cutoff) Kookaburra Gully Project Lincoln Minerals Contained Graphite 0.6g Mt at TGC 10.0% (2% cutoff) Uley Project Quantum Graphi
Slide 12: Important Notice and Disclaimer
Important Notice and Disclaimer 12 Disclaimer For personal use only • The information contained in this document (“Presentation”) has been prepared Lincoln Minerals Limited • This Presentation includes certain statements that may be deemed “forward-looking statements”. All statements (“Company”). Th
Slide 13: For personal use only
ASXGLML Level 14,333 Collins Street __info@lincolnminerals.com.au Lincoln Melbourne Victoria 3000 wwwlincolnminerals.com.au Minerals