Slide 1: IMARC 2023
For personal use only IMARC 2023 David Paterson - CEO ASX: LMG
Slide 2: Disclaimer
Disclaimer It is believed that the expectations reflected in these statements are reasonable but they may be affected by a multiple variables and changes in underlying assumptions which could cause actual results or trends to differ materially, including but not limited to: price fluctuations, actua
Slide 3: Who Are We?
Who Are We? For personal use only Latrobe Magnesium is developing a world-first, low-cost, low emission and environmentally sustainable hydromet / thermal reduction process to convert nearly 100% of waste resources into Magnesium metal and other valuable commodities.
Slide 4: Capital Structure and Location
Capital Structure and Location Latrobe Magnesium is an Australian listed public company under the ASX code LMG. For personal use only ASX CODE LMG Shares on issue $1,824 million Share Price $0.045 Market Cap $82 million *As of October, 2023
Slide 5: Magnesium: The Critical Green Mineral
Magnesium: The Critical Green Mineral 11.1 Current and Emerging Uses % Key Statistics 11.1 33.3 % % Aluminum Sheet Die Cast Components For personal use only Die Cast Parts Aluminum Alloys 11.1 Titanium Refining % Steel Desulfurisation Others Bioabsorbable Stents Magnesium Batteries 33.3 % Global Dem
Slide 6: EY Top Risks to Mining 2023
EY Top 10 Risks to For personal use only Mining 2023 Environmental Social and Governance (ESG) remains the top risk and opportunity in 2023 whilst Supply Chain is added as companies feel the pressure to tackle multiple factors creating supply chain disruption.
Slide 7: Environmental | Social | Governance (ESG)
Environmental | Social | Governance (ESG) Environmental Social Governance For personal use only • Minimise waste • Prioritise health and safety in daily operations • Committed to corporate transparency • Reduce CO2 emissions by 60% • Cultivate a value-driven, performance- • Led by an experienced and
Slide 8: Converting Waste Resource to Valuable Products
Converting Waste For personal use only Resource to Valuable Products
Slide 9: LMG's Pathway for Expansion
LMG’s Pathway for Expansion For personal use only Fly Ash Fly Ash Ferro Nickel Slag Commencing production by Commencing production in Commissioning targeted for Q1 2024 Dec 2025 early 2029 Financials Financials Financials • $42m capex • $150m capex • $1.1B (USD $850m) capex • $10m revenue • $110m re
Slide 10: Demonstration Plant
Demonstration Plant • Produce 1,000 tones per annum of Magnesium, with a current budget estimate of $41.7M of which $35M has already been committed. • Processing fly ash waste feedstock from the For personal use only Energy Australia, Yallourn West Power Station. • Converting 100% of fly ash waste i
Slide 11: International Patented Process Validated
For personal use only International LMG has patented a unique hydromet processes for the recovery of magnesium from brown coal fly ash or Patented ferro nickel slag. Process The LMG hydromet process has been extensively tested over 20 years through hundreds of laboratory trials Validated and pilot s
Slide 12: Executive Summary
Executive Summary Magnesium is a Critical Raw Material in Australia, USA, EU, and Japan. China currently supply 90% of world demand, creating a risk for global supply chains which experienced difficulties in the last quarter of 2021. The global magnesium market in 2022 was 1.1M tonnes and it is fore
Slide 13: Thank You!
Thank You! For personal use only Suite 4 Level 5, 80 Clarence Street Sydney NSW 2000 Phone: +61 (0)2 9279 2033 Email: enquire@latrobemagnesium.com