Lindian Resources Limited · ASX:LIN
Lindian Resources — 121 Mining Investment Conference November 2020
19 slides from Lindian Resources's conference presentation, Nov 18, 2020
Slide 1: Near Term Bauxite Production Potential - Woula Bauxite Project
For personal use only NEAR TERM BAUXITE PRODUCTION POTENTIAL WOULA BAUXITE PROJECT 121 Mining Investment Conference – November 2020
Slide 2: Disclaimer
DISCLAIMER For personal use only This presentation is for information purposes only. Neither this presentation nor the information in it constitutes an offer, invitation or solicitation or recommendation in relation to the purchase or sale of shares in any jurisdiction. This presentation may not be
Slide 3: Investment Case Woula Project
INVESTMENT CASE WOULA PROJECT • Lindian Resources is a bauxite development company, with a realistic opportunity to become a For personal use only producer; • Woula development could fit Lindian’s strategy to Identify low capital solutions to commence DSO production • Infrastructure is close proximi
Slide 4: Woula Project Staged Development
WOULA PROJECT STAGED DEVELOPMENT WOULA PROJECT (Lindian 75%) For personal use only • Mineral Resource Estimate (JORC 2012) 19 Mt @ 41.7% Al2O3 & 3.2% SiO22 Rusal RioTinto/Alcan JV (”CBG”) SMB GAC SMB Katougouma Dapilon Woula Project focus area – this presentation. Lindian is willing to discuss and e
Slide 5: Mining Strategy Woula Project
MINING STRATEGY WOULA PROJECT For personal use only • Extensive drilling delineated five mining areas in the southern portion of the permit1 • Surface Miners have become the preferred bauxite mining method in Guinea and could also be deployed on the Woula Project2 • Possible Mining sequence2 • Topso
Slide 6: Haul Road & Haulage Woula Project
HAUL ROAD & HAULAGE WOULA PROJECT • Total haulage distance of 60km from the ROM Stockpile to export For personal use only terminal Woula Mining Areas • Lindian is considering opportunities for mutualisation of existing mining infrastructure. New Haul Road 10km • 10km of New Build haul road infrastru
Slide 7: Katougouma Export Terminal
KATOUGOUMA EXPORT TERMINAL For personal use only • The Rio Nunez is a well-established bulk material transhipment and export corridor and exported approximately 50Mt bauxite in 2019. • The Katougouma Terminal, which came into operation in 2015, is the only river terminal located on the western bank
Slide 8: Transhipment Solution
TRANSHIPMENT SOLUTION Legend Bathymetry (Depth) - 10m • Transhipment includes the barging of ore down the river and the transfer of ore For personal use only - 20m Katougouma River Port from the barges to the ocean going vessel (OGV) • Winning Logistics is the SMB consortium transhipment operating p
Slide 9: Infrastructure - Ports
MALI INFRASTRUCTURE - PORTS Gaoual For personal use only Guinea government has enforced a policy of 3rd party infrastructure sharing 8 separate bauxite export companies. 55mt combined RIO NUNEZ (RioTinto/Alcoa JV,SMB, Rusal, AMR, Henan, {Katougouma Kamsar Dapilon Refer Appendix 1 for further informa
Slide 10: Summary, Strategy - Lindian
SUMMARY, STRATEGY - LINDIAN For personal use only Lindian has successfully executed the first phase of its strategy: üSecure strategic landholding in the premier bauxite province üDefine over 1 billion tonnes of high quality JORC resources üEngage team with required skillset to take company forward
Slide 11: Ends - For further information
For personal use only - ENDS - For further Information david.sumich@lindianresources.com.au +61 8 6557 8838
Slide 12: About Us
For personal use only ABOUT US
Slide 13: The Investment Case - Lindian
THE INVESTMENT CASE - LINDIAN For personal use only Lindian Resources is a bauxite development company, with a realistic opportunity to become a producer, by virtue of; • Projects – Over 1 billion tonnes of high quality JORC (2012) resources, with DSO potential. • Team – Executive team with a track
Slide 14: Strategic Landholding in the Premier Bauxite Province
STRATEGIC LANDHOLDING IN THE PREMIER BAUXITE PROVINCE For personal use only LELOUMA PROJECT (Lindian 75%) MALI • Mineral Resource Estimate (JORC 2012) 900 Mt @ 45.0% Al2O3 & 2.1% SiO23 • (Including 398 Mt @ 48.1 Al2O3 & 2.0% SiO2) ) • Resource Category – Measured + Indicated + Inferred, including 15
Slide 15: Corporate Snapshot
CORPORATE SNAPSHOT For personal use only Company ASX LIN Kabunga Holdings Pty Ltd 11.44% Share Price 2.0 cps 1 Mr Waleed KH S A A Esbaitah 4.99% Ordinary shares on Issue 614 million Ven Capital Pty Ltd 4.70% Options on Issue 222 million Mr Rohan Patnaik 3.26% Market Capitalisation (undiluted) AUD $1
Slide 16: Team in Place to Execute on the Strategy
TEAM IN PLACE TO EXECUTE ON THE STRATEGY For personal use only Board of Directors Management ASIMWE KABUNGA DAVID SUMICH Non Executive Chairman COO & CFO • Tanzanian born Australian entrepreneur • 25 years mining industry experience • The visionary behind the company’s strategy • 11 years as executi
Slide 17: The Rise of Guinea
THE RISE OF GUINEA GUINEA FAST FACTS: For personal use only 1 The No.1 supplier of bauxite to China2 2 Largest Bauxite reserves IN THE WORLD1 Guinea Bauxite Exports (mt) 17 MT In 2014, bauxite exports from Guinea, were ~17 MT1. 80 60 32 45 57 66 95% 2019, Guinean bauxite exports were ~66 MT1, 40 17
Slide 18: The Rise of Guinea
THE RISE OF GUINEA Images illustrative purposes only. Not assets of Lindian Resources Limited For personal use only Image 1: SMB barge loading at Katougouma terminal 95% of African bauxite exports are from Guinea Image 2: GAC shiploading facilities. Kamsar
Slide 19: Appendix - Summary of 2019 Bauxite Exporters in Guinea
APPENDIX – SUMMARY OF 2019 BAUXITE EXPORTERS IN GUINEA 2019 Approx Capacity For personal use only Company Description Bauxite Export Terminals Further information (Mtpa) export (Mt) The first significant bauxite exporter in Guinea. Operating since ~1970. A joint RioTinto/Alcoa JV Kamsar venture betw
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