Lincoln Minerals Limited · ASX:LML
Lincoln Minerals — Shareholder Meeting (November 2016)
22 slides from Lincoln Minerals's shareholder meeting presentation, Nov 8, 2016
Slide 1: Kookaburra Gully – Managing Director's Presentation, 2016 AGM
Kookaburra Gully For personal use only An imminent new, world-class, high grade, low cost graphite mine on SA’s southern Eyre Peninsula Mining Lease Granted June 2016 Managing Director’s Presenta0on 2016 Annual General Mee0ng 8 November 2016 ASX : LML Kookaburra Gully proposed mine site www.lincolnm
Slide 2: Key investment appeal
Key investment appeal For personal use only Mineral Lease granted 3rd June 2016 for flagship Kookaburra Gully project • Located in South Australia’s world-class graphite-rich metallogenic province of Eyre Peninsula 35kms north of export gateway of Port Lincoln – region’s graphite profile comparable to
Slide 3: Focused Board and Management
Project owner: Lincoln Minerals Limited For personal use only Focused Board and Management Considerable experience in Chinese investment & markets Non-ExecuMve Chairman - Mr Jin Yubo Managing Director - Dr Allan John Parker Non-ExecuMve Director - Mr Eddie Lung Yiu Pang Non-ExecuMve Director - Mr Ja
Slide 4: Kookaburra Gully: a world class address
Kookaburra Gully: a world class address For personal use only Canada’s renowned Fraser InsLtute (March 2016) put South Australia in the Top 10 mining jurisdicMons in the world for its mining investment ahracLveness (mineral endowments and public policy) for resources investors. World Class LocaMon W
Slide 5: 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 6: Key Mining Lease Granted
Key Mining Lease Granted For personal use only Mineral Lease • Has green light from ML 6460 Commonwealth Government Granted Department of the 3 June 2016 Environment – Not a Controlled AcMon PreparaMon & • Capex <A$50 million approval of Program • LOM Opex A$630/t to for Environment A$704/t concentr
Slide 7: 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 8: Small Mine Site Footprint
Small Mine Site Footprint For personal use only • Small mine site footprint Legend ( ! Roundabout 103 hectares D Drainage channel OA • TAR 700m long open pit Natural channel OR North West waste dump graphite mine L AW ML 6460 PIL South waste dump • ConvenLonal flotaLon Road plant!( operaLng Legend Ro
Slide 9: Kookaburra Gully – Simple Processing
Kookaburra Gully – Simple Processing • Simple process flow sheet – grind, float, For personal use only regrind, clean, dry, screen & export • Delivers high grade (94-98% TGC) flake graphite concentrate from a simple “clean-and-green” process Program for Environment ProtecMon & RehabilitaMon (PEPR) in p
Slide 10: World Class Resource Upside
Kookaburra Gully Graphite Project World Class Resource Upside For personal use only ExploraMon Targets: • Kookaburra Gully Extended ExploraLon Targets: 22 Mt – 44 Mt @ 10%-15% TGC • Drilling program planned for early 2017 • Other ExploraLon Targets: Gum Flat-Uley area & further along strike from Koo
Slide 11: Graphite Market Fundamentals
Graphite Market Fundamentals For personal use only • Graphite in the form of Spherical Graphite is a key input in the manufacture of lithium-ion baheries widely used in electric vehicles, smart phones, portable computer devices and more – banery backup for solar powered homes • Expandable Graphite u
Slide 12: 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 non-mobile banery storage systems for homes • It takes about 2.5 tonnes of natural flake graphite to produce 1
Slide 13: Timescale to Production
Timescale to ProducMon For personal use only Commence shipping product Start mining Mine Development Free digging upper 30-50m PEPR approval 2017 Mining Lease Granted 2016 Commonwealth EPBC approval Lodge Mining Lease Proposal 2015 Peg Mineral Claims Environmental studies 2014 JORC Resource 2013 Sco
Slide 14: Summary and Key Deliverables
Summary and Key Deliverables For personal use only • Focused graphite developer with Australia’s highest quality graphite deposit • Milestone Mining Lease granted for Kookaburra Gully • Crystallises otake/project funding opportuniLes • Australia’s next graphite mine (subject to government approvals
Slide 15: 2017 in a nutshell
2017 in a nutshell…. For personal use only Kookaburra Gully to become…. SA’s newest mine in one of the honest global commodiMes The only producing graphite mine in Australia in a soaring new era global market THANK YOU Dr A. John Parker Managing Director +61 8 8274 0243 Kookaburra Gully proposed min
Slide 16: Important Notice
Important NoMce For personal use only This presentaLon has been prepared by Lincoln Minerals Limited (“LML") and Australian Graphite Pty Ltd (“AGL”) as an aid to a spoken explanaLon. It should not be considered as an offer or invitaLon to subscribe for or purchase any securiLes in LML or AGL nor as a
Slide 17: Appendix – References
Appendix For personal use only This presentaLon has been prepared by Lincoln Minerals Limited (“LML") as an aid to a spoken explanaLon. The informaLon contained in this presentaLon is based on a number of public statements, Quarterly Reports and ASX releases made by LML: References • Lincoln Mineral
Slide 18: Experienced Chinese Directors
Experienced Chinese Directors For personal use only • Mr Jin Yubo: Non-ExecuMve Chairman Has a Master of InternaLonal Law from NaLonal Chi Nan University, a chairman or board member of investment and real estate companies in China and Australia, a former commihee member of a major Chinese city’s Peo
Slide 19: Kookaburra Gully & Koppio Mineral Resources
Kookaburra Gully & Koppio Mineral Resources For personal use only Total combined Mineral Resources for Kookaburra Gully and Koppio Cutoff Contained Grade Tonnes Grade Density Mineral Resource Classification Graphite (% TGC) (Mt) (% TGC) (g/cc) (tonnes) Kookaburra Gully High-grade Core (Domain 1) - I
Slide 20: In world Top graphite deposits by grade
In world Top 10 graphite deposits by grade For personal use only Kookaburra Gully is a high grade coarse flake graphite deposit and is capable of delivering near-term producLon at low cost in addiLon to graphene development research with Melbourne’s Monash University and Guangdong University of Techn
Slide 21: Kookaburra Gully Metallurgy
Kookaburra Gully Metallurgy For personal use only Metallurgical test results for drill core samples (LMC9) and trench samples (C and D). AHD is Australian Height Datum Standard Sieve/Mesh Sizes are: 80# = 177 µm; 100# = 150 µm; 200# = 75 µm Reference: Lincoln Minerals 2016 Annual Report. Lincoln Min
Slide 22: 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 ExecuLve Phone: (618) 8274 0243 Mr James Tenghui Zhang, Non ExecuLve Share Registry Company Secretary Computersha
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