Lindian Resources Limited · ASX:LIN
Lindian Resources — Africa Down Under Conference 2020
16 slides from Lindian Resources's conference presentation, Nov 4, 2020
Slide 1: Corporate Update: Way Forward
For personal use only CORPORATE UPDATE WAY FORWARD Africa Down Under Conference 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: The Investment Case
THE INVESTMENT CASE 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 record of
Slide 4: 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 5: 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 6: 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 DANNY KEATING Non Executive Chairman CEO • Tanzanian born Australian entrepreneur • 25 years mining industry experience & strong operational and • The visionary behind the company’s strategy g
Slide 7: Infrastructure - Ports
MALI INFRASTRUCTURE - PORTS Gaoual For personal use only Guinea government has enforced a policy of 3rd party infrastructure sharing 7 separate bauxite export companies. 55mt combined (RioTinto/Alcoa JV,SMB, Rusal, AMR, Henan, GAC) {Katougouma Kamsar Dapilon Refer Appendix 1 for further information
Slide 8: Development Option: Lelouma Project
DEVELOPMENT OPTION 1 LELOUMA PROJECT For personal use only (Lindian 75%) Mineral Resource Estimate (JORC OPTION 1: 2012) Rusal 900 Mt @ 45.0% Al2O3 & 2.1% SiO23 RioTinto/Alcan JV Construction of road or rail (by Lindian or 3rd party) SMB (”CBG”) Resource Category – Measured + GAC Indicated + Inferre
Slide 9: Development Option: Woula Project
DEVELOPMENT OPTION 2 JORC (2012) Resource Location WOULA PROJECT (Lindian 75%) For personal use only RioTinto/Alcan • Mineral Resource Estimate (JORC 2012) JV (”CBG”) Rusal 19 Mt @ 41.7% Al2O3 & 3.2% SiO22 SMB • Resource Category – Inferred GAC • Cut off >40% Al2O3 I / 1m thick / < 1:1 strip ratio S
Slide 10: Corporate Snapshot
CORPORATE SNAPSHOT For personal use only Company ASX LIN Kabunga Holdings Pty Ltd 11.44% Share Price 2.3 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 11: Summary, Strategy
SUMMARY, STRATEGY 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 NEXT PHASE
Slide 12: Strategy - Way Forward
For personal use only CORPORATE UPDATE STRATEGY - WAY FORWARD For further Information david.sumich@lindianresources.com.au +61 8 6557 8838 Africa Down Under Conference 2020
Slide 13: Appendix – Summary of 2019 Bauxite Exporters in Guinea
APPENDIX 1 – 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 be
Slide 14: What is Bauxite?
What is Bauxite? Aluminum is extracted from bauxite Aluminium demand drives bauxite demand For personal use only • Around 5 tonnes of bauxite are required to make 1 tonne of aluminium Bauxite Alumina Aluminium (5t) (2t) (1t) Bauxite is processed in an alumina refinery to produce alumina before being
Slide 15: 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 Africa Down Under Conference 2020
Slide 16: Lindian Share Price Performance
LINDIAN SHARE PRICE PERFORMANCE For personal use only 0.03 23 September 2020 22 October 2020 Lindian acquires Tier-1 Lindian Signs Agreement Bauxite Project with 847Mt to Acquire 75% of Woula 29 July 2020 of High Grade Resource Bauxite 0.025 Globally Recognised Bauxite Expert Yves Occello Joins Boar
Lindian Resources — Africa Down Under Conference 2020 on 6ix