Lindian Resources Limited · ASX:LIN
Lindian Resources — Investor Presentation (November 2022)
30 slides from Lindian Resources's investor presentation, Nov 3, 2022
Slide 1: Webinar Presentation: Rare Earths | Bauxite
Webinar For personal use only Presentation RARE EARTHS | BAUXITE 3 NOVEMBER 2022 | ASX:LIN
Slide 2: Disclaimer
DISCLAIMER The material in this presentation has been prepared by Lindian Resources Limited (“Company”). For personal use only This presentation may not be reproduced, redistributed or passed on, directly or indirectly, to any other person, or published, in whole or in part, for any purpose without
Slide 3: Corporate Overview
CORPORATE OVERVIEW Company ASX Code LIN • Tanzanian born Australian entrepreneur Asimwe • The visionary behind the company’s strategy For personal use only Share Price as at 1/11/22 AUD$0.20 Kabunga • Major shareholder Chairman • Commercially astute and strategic investor Ordinary Shares on Issue ~8
Slide 4: Asset Snapshot
ASSET SNAPSHOT For personal use only RARE EARTHS • Kangankunde : World’s best undeveloped REO project • Close to power, road, rail to port, and water • Short runway to a major supplier of mineral concentrate BAUXITE • Lindian has over 1 Billion tonne of high-quality bauxite resources • Excellent inf
Slide 5: The Assets are Logical to the EV Market
The Assets are Logical to the EV Market Rare Earth Magnets in EV’s Aluminum is strong and light for maximum efficiency For personal use only The average hybrid or electric vehicle use up to 5 kilos of rare earth magnets. Rare earth magnets feature in: LEATHER Leather is derived from animal skin, mai
Slide 6: Kangankunde "The King"
KANGANKUNDE “THE KING” For personal use only A major resource in potential, size, grade and quality A carbonatite with Rare Earth Oxide (REO) up to 23.7%1 Well understood asset & significant historical work Metallurgy; simple gravity separation of monazite Close to established infrastructure = road,
Slide 7: Kangankunde: Licences
KANGANKUNDE : LICENCES Environmental Exploration Mining For personal use only ASX: LIN | 7
Slide 8: Kangankunde Monazite Hosted Rare Earths
KANGANKUNDE Monazite Hosted Rare Earths For personal use only • A carbonate intrusive that rises to 200m – Mineralisation is continuous for up to 650m along strike & 450m wide • A central zone of carbonatite with concentric zones of REO bearing carbonatite-host rock breccia, unmineralized wall rock
Slide 9: Geological Interpretation (Plan & Section)
Geological Interpretation (Plan & Section) For personal use only Phase I drill holes to 300m (red) Phase 2 drill holes (purple) Phase 2 drill holes to Phase 1 drill holes (red) 1,000m (purple) PLAN VIEW CROSS SECTION VIEW ASX: LIN | 9
Slide 10: Kangankunde = Low Radiation
KANGANKUNDE = LOW RADIATION Initial sample results demonstrate low radiation; less than a person is exposed to every day For personal use only Thorium Grade 28ppm Uranium Grade 2ppm Radiation dose 0.28µSv Refer ASX:LIN release dated 13 October 2020 * Australian Drinking Water Guideline issued by APA
Slide 11: Kangankunde: Multiple near-term value drivers
KANGANKUNDE Multiple near-term value drivers For personal use only • Drilling starts • Inferred mineral resource • Mineral Resource Estimate estimate? (target) • Metallurgical sampling • Demonstration plant build • Initial metallurgy results • Initial assay results • Recommence drilling Q4 2022 Q2 2
Slide 12: Strong Community & Government Support
STRONG COMMUNITY & GOVERNMENT SUPPORT For personal use only • Lindian has built strong Government and community support for the Kangankunde Rare Earths Project • Communications were vital in Left to right: The Lindian local community at site and CEO Alistair Stephens pictured with Village Chief Mako
Slide 13: Guinea: 1B Tonne of Bauxite Resources
GUINEA: 1B TONNE of BAUXITE RESOURCES For personal use only Gaoual Project 101.5MT –upgradable from 49.8% to ~59% Al203 & 2.1% Si02 Lelouma Project 900MT ~45% Al203 & 2.1% Si02 Woula Project 19MT ~41.7% Al203 & 3.2% Si02 Simple screening and bulk handling processes Located close to established logis
Slide 14: Guinea: Lindian's World-Class Bauxite
GUINEA: LINDIAN’S WORLD-CLASS BAUXITE Commercialisation Strategy For personal use only Gaoual = Short Term • very high-grade, low silica (screened), close to infrastructure located approximately 60km to CBG railhead Lelouma = Medium Term • High grade, low silica large resource Woula = Long Term • su
Slide 15: Positioned to be at the Forefront of the Green Revolution
Lindian: Positioned to be at the forefront of the Green Revolution For personal use only MALAWI - KANGANKUNDE RARE EARTHS “The King” ➢ The world’s largest undeveloped rare earths deposit ➢ Large scale, reliable, long-term, asset with a low environmental footprint. ➢ Close to power, road, rail to por
Slide 16: Contact
For personal use only CONTACT Level 24, 108 St Georges Terrace Perth WA 6000 +61 8 6557 8838 A Growth Company www.lindianresources.com.au
Slide 17: Competent Persons Statement
COMPETENT PERSONS STATEMENT For personal use only Kangankunde Rare Earths Project The information in this presentation that relates to exploration results for the Kangankunde Project in Malawi are extracted from announcements published on ASX on 1 August 2022 and 13 October 2022 and are available on
Slide 18: Supplementary Slides: Rare Earths
For personal use only Supplementary Slides Rare Earths
Slide 19: Key Developments 2022 - 2025
KEY DEVELOPMENTS 2022 - 2025 For personal use only Resource definition drilling : October 2022 to October 2023 Metallurgical test work : November 2022 to June 2023 Target build Demonstration Beneficiation Plant : H2 2023 Operate and optimize plant : 2024 Commence full scale plant design and construc
Slide 20: Kangankunde: Connected to Infrastructure
KANGANKUNDE: CONNECTED TO INFRASTRUCTURE For personal use only Located in southern Malawi 90km north of Blantyre, Malawi’s centre of finance and commerce Situated 9km from the Nacala corridor railway line to the port of Nacala, Mozambique 3km from M1 and 4km from (hydroelectric) high voltage power a
Slide 21: Kangankunde: Approved ESIA & Mining Licence Phases
KANGANKUNDE APPROVED ESIA & MINING LICENCE PHASES For personal use only Phase 1 : Phase 2 : Phase 3: Phase 4: Validation Mineral Resource Construction Operation Drilling Demonstration Capability Build Mine Operate • Site Preparation • Continue drilling • Civil works • Open pit mining • Drilling ~10,
Slide 22: Neodymium Praseodymium (NdPr)
NEODYMIUM PRASEODYMIUM (NdPr) • The Winds of Change forcing rare earth demand For personal use only Geopolitical Climate New Energy Urbanization supply Change Technology Security dependence • The value of REO magnets is anticipated to triple by 2035, from US$15.1 billion to US$46.2 billion4 • Lack o
Slide 23: Market Imbalance
MARKET IMBALANCE The World needs more balance and independence in the Rare Earths Market For personal use only Lindian is in a strong position to become a large, long-life alternative “market balancer” in the rare earths supply chain Source: The Visualcapitalist.com ASX: LIN | 23
Slide 24: NdPr Demand Growth
NdPr DEMAND GROWTH ESTIMATED DEFICIT OF NdPr COMMENCING 2021 AND INCREASING TO ~20,000 TPA IN 2050 For personal use only tonnes Long term forecast for rare earths (t REE) ➢ Project Blue’s long-term outlook for rare earth demand tracks a CAGR of 3.2% to 2050, reaching nearly 280kt REE. ➢ The majority
Slide 25: Supplementary Slides: Bauxite
For personal use only Supplementary Slides Bauxite
Slide 26: Guinea: Increased Export Capacity
GUINEA: INCREASED EXPORT CAPACITY Lelouma Guinea Bauxite Supply For personal use only • Lindian’s bauxite projects have Gaoual Woula a combined 1BT JORC resource • Guinea export capacity has increased by 500% from approx. 20Mt per year in 2015 to over 100Mt per year in 2021 • Guinea bauxite producti
Slide 27: Bauxite - Stages to Aluminium Production
Bauxite - 3 Stages to Aluminium Production For personal use only STAGE BAUXITE MINING STAGE ALUMINA PRODUCTION STAGE ALUMINIUM PRODUCTION 1 2 3 Primary source is bauxite Bauxite is processed into Then through the process of alumina electrolysis, alumina is turned into aluminium 4-5 tonnes 2 tonnes 1
Slide 28: Bauxite Market for EVs
BAUXITE MARKET FOR EV’s For personal use only World Bauxite Demand for EVs Global EV car sales vs aluminium demand ➢ Wood Mackenzie : 2024 outlook • Aluminium demand for EVs to reach over 4.5 million tonnes (~20MT Bauxite) ➢ EV’s have >50% Aluminium: • a critical raw material (CRM) essential to EV e
Slide 29: Bauxite Market
BAUXITE MARKET World Bauxite Current and Future Demand For personal use only ➢ Transportation, construction, packaging and the electrical sectors are the four key sectors that will drive demand, accounting for 75% of the total metal required. Battery 179.2 kg +19.6kg 198.8kg Box 12.38 2019 2025 2050
Slide 30: Lindian Resources Ltd.
For personal use only LINDIAN RESOURCES LTD. end
Lindian Resources — Investor Presentation (November 2022) on 6ix