Lincoln Minerals Limited · ASX:LML
Lincoln Minerals — SA Chamber of Mines & Energy Presentation (July 2016)
21 slides from Lincoln Minerals's conference presentation, Jul 28, 2016
Slide 1: Cornerstone investment opportunity in a new world-class graphite mine
Cornerstone investment opportunity in a new world-class high grade, low cost graphite mine For personal use only Kookaburra Gully (SA) Mining Lease Granted June 2016 located in one of the Top 10 most aIracJve mining jurisdicJons in the world (Fraser InsJtute’s March 2016 raJngs) SA Chamber of Mines
Slide 2: Key investment appeal
Key investment appeal Mineral Lease granted 3rd June 2016 For personal use only for flagship Kookaburra Gully project $3.2 million raised on back of Mineral Lease grant • Located in South Australia’s world-class graphite-rich metallogenic province of Eyre Peninsula 35kms north of export gateway of Po
Slide 3: Focused Board and Management
Project owner: Lincoln Minerals Limited For personal use only Focused Board and Management Non-ExecuJve Chairman - Mr Jin Yubo Managing Director - Dr Allan John Parker Non-ExecuJve Director - Mr Eddie Lung Yiu Pang Non-ExecuJve Director - Mr James Tenghui Zhang • Unwavering, long-term focus on ownin
Slide 4: Experienced Chinese Directors
Experienced Chinese Directors • Mr Jin Yubo: Non-ExecuJve Chairman For personal use only Has a Master of InternaQonal Law from NaQonal Chi Nan University, a chairman or board member of investment and real estate companies in China and Australia, a former commi`ee member of a major Chinese city’s Peo
Slide 5: Kookaburra Gully: a world class address
Kookaburra Gully: a world class address Canada’s renowned Fraser InsQtute (March 2016) put South Australia in the Top 10 mining For personal use only jurisdicJons in the world for its mining investment a`racQveness (mineral endowments and public policy) and hence security for resources investors. Wo
Slide 6: Kookaburra Gully: a world class deposit
Kookaburra Gully: a world class deposit For personal use only Drilling by Lincoln in 2013-14 proved Graphite schist outcrops up a high grade at the surface JORC mineral resource Deposit Combined Inferred Grade Contained & Indicated JORC %TGC Graphite Mineral Resource Kookaburra 2.2 million tonnes 15
Slide 7: Key Mining Lease Granted
Key Mining Lease Granted Mineral Lease • Has green light from For personal use only ML 6460 Commonwealth Government Granted Department of the Environment – Not a 3 June 2016 Controlled AcJon • Capex <A$50 million PreparaJon & • LOM Opex A$630/t to Approval of Program A$704/t concentrate (*) for Envi
Slide 8: Key MoU Signed with District Council
April 2016 Key MoU Signed with District Council For personal use only • Memorandum of Understanding (MoU) with the District Council of Tumby Bay (DCTB) jointly signed on 6 April 2016 • Supports the Company’s Kookaburra Gully graphite project • Framework to work together on proposed water pipeline fr
Slide 9: Small Mine Site Footprint
Small Mine Site Footprint • Small mine site footprint For personal use only Legend 103 hectares ( ! Roundabout D Drainage channel OA • 700m long open pit TAR Natural channel OR graphite mine North West waste dump L AW ML 6460 PIL South waste dump • ConvenQonal flotaQon Road plant operaQng 24/7 Legend
Slide 10: Kookaburra Gully – Simple Processing
Kookaburra Gully – Simple Processing Simple process flow sheet – grind, float, regrind, clean, dry, screen and export For personal use only ! Tailings(Thickener( Lincoln Minerals Limited Emerging Graphite Producer
Slide 11: Positive metallurgical outcomes
PosiJve metallurgical outcomes • Ongoing metallurgical test work points to producQon of high quality flake graphite For personal use only o Delivers high grade (94-98% TGC) concentrate from simple flotaQon o Chemical leaching to 99.95% TGC • New laboratory & pilot plant test work in Australia and Chin
Slide 12: Graphite Market Fundamentals
Graphite Market Fundamentals • Graphite in the form of Spherical Graphite is a key input in the manufacture of For personal use only lithium-ion ba`eries widely used in electric vehicles, smart phones, portable computer devices and more – baIery backup for solar powered homes • Expandable Graphite u
Slide 13: Spherical Graphite Fundamentals
Spherical Graphite Fundamentals BATTERY & ENERGY STORAGE COMMERCIALISATION For personal use only • Newgen electric cars – use and demand growing by at least 15% • Massive emerging market for baIery storage systems for homes • It takes ~2.5 tonnes of natural flake graphite to produce 1 tonne spherical
Slide 14: Timescale to Production
Timescale to ProducJon For personal use only Commence shipping product Start mining Mine Development 2017 Free digging upper 30-50m PEPR approval Mining Lease Granted 2016 Commonwealth EPBC approval Lodge Mining Lease Proposal 2015 Peg Mineral Claims Environmental studies 2014 JORC Resource 2013 Sco
Slide 15: Project Participation Opportunities
Project ParJcipaJon OpportuniJes 2016 • Direct equity in ASX-listed Lincoln Minerals Limited For personal use only • Kookaburra Gully flake graphite product off-take agreements • Technological product development (flake graphite, high purity graphite & graphene) • Environmental & engineering services f
Slide 16: 2017 in a nutshell
2017 in a nutshell…. For personal use only Kookaburra Gully to become…. . SA’s newest mine in one of hoIest commodiJes . only producing graphite mine in Australia . in a soaring new era global market THANKYOU Dr A. John Parker Managing Director +61 8 8274 0243 Kookaburra Gully proposed mine site
Slide 17: Important Notice
Important NoJce For personal use only This presentaQon has been prepared by Lincoln Minerals Limited (“LML") and Australian Graphite Pty Ltd (“AGL”) as an aid to a spoken explanaQon. It should not be considered as an offer or invitaQon to subscribe for or purchase any securiQes in LML or AGL nor as a
Slide 18: Appendix
Appendix For personal use only This presentaQon has been prepared by Lincoln Minerals Limited (“LML") as an aid to a spoken explanaQon. The informaQon contained in this presentaQon is based on a number of public statements, Quarterly Reports and ASX releases made by LML: References • Lincoln Mineral
Slide 19: Kookaburra Gully & Koppio Mineral Resources
Kookaburra Gully & Koppio Mineral Resources For personal use only Reference: Lincoln Minerals, 2015. Maiden graphite resource for second Lincoln deposit in SA’s Eyre Peninsula lifts total inventory by >50% in this world-class province. Lincoln Minerals limited, ASX Announcement 13 July 2015. Lincoln
Slide 20: In world Top graphite deposits by grade
In world Top 10 graphite deposits by grade Kookaburra Gully is a high grade coarse flake graphite deposit and is capable of For personal use only delivering near-term producQon at low cost in addiQon to graphene development research with Melbourne’s Monash University and Guangdong University of Techn
Slide 21: Corporate Directory
Corporate Directory For personal use only Directors Adelaide Office Mr Jin Yubo, Chairman 28 Greenhill Road Dr A John Parker, Managing Director Wayville SA 5034 Mr Eddie Lung Yiu Pang, Non ExecuQve Phone: (618) 8274 0243 Mr James Tenghui Zhang, Non ExecuQve Share Registry Company Secretary Computersha
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