Anson Resources Limited · ASX:ASN
Anson Resources — Investor Presentation (June 2022)
28 slides from Anson Resources's investor presentation, Jun 7, 2022
Slide 1: Paradox Lithium Project
For personal use only Paradox Lithium Project Stage 1 Target Production Capacity – 10,000tpa of Battery Grade Lithium Carbonate ASX:ASN 7 June 2022
Slide 2: Disclaimer
Disclaimer For personal use only The information contained in this confidential document ("Presentation") has been prepared by Anson Resources Limited (the "Company"). It has not been fully verified and is subject to material updating, revision and further amendment. The Information many not be dist
Slide 3: Corporate Snapshot
Corporate Snapshot Bruce Richardson, B.A (Hons) – Executive Chairman and CEO For personal use only Proven track record of 13 years in exploration, mining and production in public and private companies. Over 30 years of international business Overview experience. Raised over $170 million of investmen
Slide 4: Paradox Lithium Project, Utah, U.S.A. (100% owned)
Paradox Lithium Project, Utah, U.S.A. (100% owned) For personal use only • Large High Quality Brine Resource • High concentration of Li and Bromine • JORC Resource of 322 Mt of Brine containing 186kt Lithium Carbonate Equivalent (LCE) and 1,012kt Br21 • Similar pressure of 4500 psi across the entire
Slide 5: The Paradox Basin
The Paradox Basin For personal use only The Paradox Basin consists of various formations which host large volumes of brines rich in Lithium and Bromine, among other minerals. It is located within a mature oil and gas district, providing Anson access to valuable historic data. Target horizons compris
Slide 6: First Brine Flows achieved from Thick, Minerals-Rich Mississippian Zone
First Brine Flows achieved from Thick, Minerals-Rich Mississippian For personal use only Zone Brine being collected for sampling Large amount of salt coming out of the Paradox Lithium Project Long Canyon Long from the Mississippian units at the Canyon #2 well (an indicator of the presence of brine)
Slide 7: Stage 1 Target Production Capacity: 10,000tpa Battery Grade Lithium Carbonate
For personal use only Stage 1 Target Production Capacity: 10,000tpa Battery Grade Lithium Carbonate
Slide 8: Production Capacity: 10,000tpa Lithium Carbonate
Production Capacity: 10,000tpa Lithium Carbonate For personal use only Substantial developments in the lithium market, combined with the unique attributes of the Paradox Lithium Project, have driven plans to increase Stage 1 Lithium Carbonate production capacity to 10,000tpa. This represents a 275%
Slide 9: Resource Expansion Program
1 Resource Expansion Program For personal use only • The Mississippian (Leadville) and the Paradox Formations have a combined Exploration Target of 0.65 – 1.9Mt LCE and 3.3 – 6.5Mt of Bromine1. • Anson is targeting a Resource upgrade in size and category on the back Western Eastern of: Strategy Stra
Slide 10: Direct Lithium Extraction (DLE) Process
2 Direct Lithium Extraction (DLE) Process For personal use only Industry leading 91.5% Lithium recovery from brine confirmed by pilot plant test work1 De-risked, Proven Process - 91.5% Li recoveries ü Existing extraction technology, commercialised by established chemicals company ü Brine based lithi
Slide 11: +1000% demand driven increase in price
3 +1000% demand driven increase in price For personal use only Lithium production must quadruple to 2Mt Lithium Carbonate Equivalent (LCE) between 2020 and 2030 to meet growing demand1. Lithium Carbonate Price 60 Annual EV sales 15x that of 2020 Millions 80,000 15x 70,000 50 60,000 40 50,000 US$/t L
Slide 12: Greater Battery Manufacturing Capacity
4 Greater Battery Manufacturing Capacity Investment into U.S. battery manufacturing facilities continues to increase, with US car manufacturers For personal use only committing to an all-electric product range. U.S. Lithium Advantage IM3 15GWh Lithium listed as critical mineral LG 20GWh in the U.S.
Slide 13: Superior Performance – Li Battery Testing
5 Superior Performance – Li Battery Testing For personal use only • Anson’s Lithium Carbonate demonstrates lower capacity loss during initial charge cycles • Lower resistance growth in Anson Li battery1 • Anson’s Lithium Carbonate supports a more stable battery • 1.5 - 2x less gas production within
Slide 14: Lithium – A Critical Mineral in the USA
6 Lithium – A Critical Mineral in the USA For personal use only • Lithium designated a “critical mineral” by the US Government • Only 750,000 tons of Lithium Reserves in the United States1 • <3.5% of world’s lithium reserves • US lithium-ion battery manufacturing capacity2 is forecast to rise – Unit
Slide 15: >US$20 Billion Funding by US Government
7 >US$20 Billion Funding by US Government For personal use only • The United States Department of Energy is proposing to deploy US$17.7 billion in financing to support development of domestic US based lithium-ion battery supply chain • Dept of Energy loans available at low interest for long tenors u
Slide 16: Bromine Production Capacity
For personal use only Bromine Production Capacity: Providing Anson with outstanding opportunity to access the growing US renewable energy storage market
Slide 17: Bromine Production Capacity
Bromine Production Capacity For personal use only Bromine production capacity at the Paradox Project is to be added progressively, to align with forecast substantial increase in demand for zinc-bromine batteries (to support electricity networks and renewable energy storage) and other bromine derivat
Slide 18: Stationary Energy Storage – Flow Batteries
Stationary Energy Storage – Flow Batteries For personal use only Bloomberg New A 122-fold boom in stationary energy storage over the next two decades will Energy Forum require US$662 billion of investment 100% Renewable Energy needs lots of storage. 278GWh of grid storage Inside Climate required in
Slide 19: Energy Storage – Flow Batteries
Energy Storage – Flow Batteries For personal use only Stationary Energy Storage Forecast Global Energy Storage Market 400 367 expected to be 36x larger in 2030 350 compared to 2020 301 300 Cairn Energy Research Advisors (US) 250 241 AGR C GWh 200 188 % 150 43 140 “Flow batteries are potentially goin
Slide 20: Sustainability
For personal use only Sustainability 20
Slide 21: Direct Lithium Extraction: What is Clean Lithium?
Direct Lithium Extraction What is Clean Lithium? High Purity, Low Footprint For personal use only Production of High Purity >99.95% Li2CO3 Delivery of Longer Battery Life Direct Lithium Extraction No mining / reduced ground disturbance Processed brine to be returned Low Energy and Water Consumption
Slide 22: Direct Lithium Extraction (DLE)
Direct Lithium Extraction (DLE) For personal use only Low-cost production of High Purity Lithium with lower emissions >90% confirmed recovery of Li No mining and no evaporation from brine, compared to ~50% for ponds, resulting in a smaller evaporation and 80% recovery footprint and limited ground fr
Slide 23: Next Steps
For personal use only Next Steps 23
Slide 24: Indicative Timeline
Indicative Timeline For personal use only H2 H1 H2 2023 2024 2021 2022 2022 üUpdated Lithium / ü Commenced Resource • JORC Resource upgrade Commence Commence NaBr PEA Expansion Program • Paradox Lithium Project Construction of Stage 1 delivered ü Updated Bromine Feasibility Study Paradox Lithium Ope
Slide 25: Thank You
For personal use only Thank You Telephone: +61 478 491 355 Email: info@ansonresources.com Website: www.ansonresources.com Level 1, 35 Outram Street West Perth WA 6005 Australia 25
Slide 26: Paradox Lithium Project: Resource & Exploration Target
Paradox Lithium Project: Resource & Exploration Target Brine Contained (‘000 t) For personal use only Resource Category Formation Clastic Zone (Mt) Li2CO3 Br2 Indicated Pennsylvanian, Paradox 38 35 126 31 Inferred Formation 73 68 185 Total Resource 31 111 103 311 Indicated Pennsylvanian, Paradox 39
Slide 27: Paradox Lithium Project: Resource & Exploration Target
Paradox Lithium Project: Resource & Exploration Target For personal use only Resource Classification for Clastic Zone 31 of the Paradox Formation. 27
Slide 28: Competent Person's Statement
Competent Person’s Statement For personal use only Competent Person’s Statement 1: The information in this presentation that relates to exploration results and geology is based on information compiled and/or reviewed by Mr Greg Knox, a member in good standing of the Australasian Institute of Mining