Arianne Phosphate Inc. · TSXV:DAN
Arianne Phosphate — Investor Presentation (November 2023)
24 slides from Arianne Phosphate's investor presentation, Nov 3, 2023
Slide 1: Providing Tomorrow’s Necessities – Corporate Presentation
Providing Tomorrow’s Necessities Corporate Presentation June 2023
Slide 2: Cautionary Statement
Cautionary Statement This presentation contains forward looking statements. All statements, other than statements of historical fact, included herein, including without limitation, statements regarding potential mineralisation and reserves, exploration results and future plans and objectives of Aria
Slide 3: Phosphate Beyond Fertilizer
Phosphate Beyond Fertilizer ▪ A macro nutrient in Fertilizer (85%) ▪ Not all phosphate is the same (igneous vs sedimentary) ‒ Arianne Phosphate: ➢ Has an igneous rock deposit ➢ Makes a high-purity (40%) low-contaminant concentrate ➢ Can meet consumer & technical grade phosphate requirements includin
Slide 4: Phosphate Rock – Igneous v. Sedimentary
Phosphate Rock – Igneous v. Sedimentary Igneous Deposits Sedimentary Deposits Grade of ore ➢ Under 10% of global phosphate is (nutrient) 4-15% P2O5 10-30% P2O5 igneous ➢ Arianne’s Phosphate rock is igneous Crushing Consolidated rocks Very easy if the rocks are unconsolidated ➢ Arianne’s recovery is
Slide 5: Other Uses of Phosphate
Other Uses of Phosphate Growing Demand From Specialty Applications • Consumer Products • Food preservatives • Animal feeds • Cosmetics • Detergents • Industrial processes • Semiconductors • Lithium-Iron-Phosphate batteries (LFP) arianne-inc.com 5 TSX-V:DAN
Slide 6: The LFP Battery-Benefits
The LFP Battery-Benefits Benefits of the LFP ▪ Safety ▪ High charging/discharging efficiency ▪ Energy density versus weight ▪ Lifespan (many charging cycles) ▪ Cost ▪ Easier access to materials ▪ Environmentally friendly arianne-inc.com 6 TSX-V:DAN
Slide 7: The LFP Battery-Market Penetration
The LFP Battery-Market Penetration LFP chemistry projected to be the most common of LFP market set to exceed $50 Billion by 2030 the Lithium-ion batteries in the US arianne-inc.com 7 TSX-V:DAN
Slide 8: The LFP Battery-Beyond Automotive Market
The LFP Battery-Beyond Automotive Market ENERGY STORAGE SYSTEMS & POWERWALLS PORTABLE V. STATIONARY arianne-inc.com 8 TSX-V:DAN
Slide 9: The LFP Battery-Security of Supply
The LFP Battery-Security of Supply US Legislation to Secure Critical Materials Biden-Harris Administration, Companies Announce Major Investments to Expand Domestic Critical Minerals Supply Chain Breaking Dependence on China and Boosting Sustainable Practices -White House February 22, 2022 Quebec Act
Slide 10: Phosphate Use in the LFP
Phosphate Use in the LFP 1 GWh of LFP requires: Total Battery GWh Demand by 2030 2222 T LiFePO4 97.7 T Li International Energy Agency 3500 GWh 786.6 T Fe McKinsey & Company 4300 GWh 436.2 T P Wood Mackenzie 5500 GWh 901.4 T O Benchmark Mineral Intelligence 6000 GWh 1841 T of H3PO4 @75% Average 4825
Slide 11: Additional Phosphate Demand For The LFP
Additional Phosphate Demand For The LFP Tonnes of Arianne Concentrate Required Source Total GWh 30% LFP Penetration 35% LFP Penetration 40% LFP Penetration Internation Energy Agency 3500 4,495,050 5,244,225 5,993,400 McKinsey & Co. 4300 5,522,490 6,442,905 7,363,320 Wood Mackenzie 5500 7,063,650 8,2
Slide 12: Global Phosphate Rock Market
Global Phosphate Rock Market ▪ Demand: Major Importers of Phosphate Rock Supply is dominated by the Middle East & North Africa ‒ India: continued growth anticipated over near-medium ▪ Morocco is the world’s largest term ▪ Tunisia and Syria: unrest has severely curtailed/ended ‒ Western Europe: deman
Slide 13: Lac à Paul: a World Class Project
Lac à Paul: a World Class Project ▪ Fully permitted and construction ready ▪ Tier 1 mining jurisdiction ▪ Excellent access to infrastructure ▪ Significant improvements since 2013 FS ▪ Premium (up to 40%) P2O5 concentrate ▪ Offtake and marketing agreements in place +26 472 78 1,000 C$12B YEARS MILLIO
Slide 14: Strategically Located
Strategically Located Mining and investment-friendly jurisdiction with well developed infrastructure in a stable and supportive environment Confirmed access to 129 MW of low-cost hydro power from Chute-des-Passes Power Dam Access to Global Markets Proposed New Port Infrastructure Distance from mine
Slide 15: Large Resource Base
Large Resource Base ▪ 27,617 ha land package covers the world’s largest anorthositic complex ▪ Identified 9 large-scale igneous phosphate rock zones ▪ Zones remain open in multiple directions and at depth ▪ Resource base capable of supporting a +50-year mining operation NI 43-101 Resource and Reserv
Slide 16: Lac à Paul is Amongst the Largest Undeveloped Phosphate Projects in the World
Lac à Paul is Amongst the Largest Undeveloped Phosphate Projects in the World 1 ST in M&I resource tonnage 1 grade st in concentrate Largest Undeveloped Phosphate Projects Not Owned by a Major Fertilizer Producer Average P2O5 Concentrate Grade 1000 Tonnage Contained P2O5 Resource Concentrate Grade 4
Slide 17: Fully Permitted and Construction-Ready
Fully Permitted and Construction-Ready Received all Major Permits to Long-Standing Commitment to Social License to Operate Commence Construction Environmental Best Practices ▪ December 22, 2015: granted Ministerial ▪ June 2015: signed Cooperation Agreement ▪ Successfully remained carbon-neutral Decr
Slide 18: Initiatives Underway
Initiatives Underway ONGOING DISCUSSIONS WITH POTENTIAL OFFTAKERS & PARTNERS ▪ Direct-Application ▪ Alternatively derived ▪ Purified Phosphoric fertilizers Acid • Remove the need for SPECIALTY • Battery Grade (LFPs) AGRICULTURAL acidulation APPLICATIONS • Food Grade • Remove the need for ▪ Hydrogen
Slide 19: High-Purity Rock Opens Advanced Markets
High-Purity Rock Opens Advanced Markets Metallurgical Advancements ARIANNE PHOSPHATE OPTIMIZES THE PRODUCTION OF ITS PHOSPHATE CONCENTRATE FOR SPECIALTY MARKETS Lithium-Iron-Phosphate -process will allow for concentrate to specifically target agricultural and specialty applications SAGUENAY, QUEBEC
Slide 20: Downstream Opportunity: Belledune Project
Downstream Opportunity: Belledune Project ▪ In October 2019, received a final report Flowsheet of Potential Downstream Processing demonstrating the value-added processing potential of Lac à Paul’s concentrates ‒ Production of 60% P205 merchant-grade acid (MGA), compared to the typical 52% MGA (highe
Slide 21: Capital Markets Profile
Capital Markets Profile Capital Structure Share Ownership Share Price and Volume (Last 12 Months) Ticker TSX-V: DAN Windermere Investissement 0.900 2500 Family of Funds Quebec 0.800 0.700 2000 Share Price (June 2, 2023) C$0.38 7.72% 5.77% Mercury 0.600 1500 2.94% 0.500 52-Week Trading Range C$0.31 –
Slide 22: Proven & Experienced Leadership
Proven & Experienced Leadership Marco Gagnon │ Chairman +200 years ▪ 20+ years in Quebec mining exploration/development ▪ Former CEO of Adventure Gold and current VP of Probe Metals Dominique Bouchard │ Director of combined experience ▪ 33-year veteran of Alcan and Rio Tinto, having most recently se
Slide 23: Developing the Next Major Phosphate Mine
Developing the Next Major Phosphate Mine Premier, low- risk mining jurisdiction 3M tpy of Fully premium (up permitted & “The Lac à Paul project will be the lowest cost to 40% P2O5) construction- igneous producer when it comes on stream...” concentrate ready Lac à Paul: “Considering the high P2O5 con
Slide 24: Contact Information
Contact Information ▪ 393 Racine St. E., Suite 200 Brian Ostroff│ President & Director ▪ Chicoutimi, Quebec ▪ Email: brian.ostroff@arianne-inc.com ▪ G7H 1T2, Canada Jeff Beck │ CEO & Director ▪ Tel: 418-549-7316 ▪ Email: jeff.beck@arianne-inc.com ▪ Email: info@arianne-inc.com Visit us at arianne-inc
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