Avenira Limited · ASX:AEV
Avenira — Australian Potash & Phosphate Conference 2022
18 slides from Avenira's conference presentation, Nov 22, 2022
Slide 1: Australia's Next Phosphate Producer
For personal use only Australia’s Next Phosphate Producer Australian Potash & Phosphate Conference 22 November 2022 ASX: AEV
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Avenira Limited (Avenira). This document does not constitute or contain an offer, Statements contained in this document, including but not limited to those regarding the possible or assumed future costs, the For personal use only invitation, solicita
Slide 3: Corporate Snapshot
Corporate Snapshot For personal use only Board of Directors Brett Clark Executive Chairman Engineer and Investment Banker with +30 years of Board and Senior Management/ Executive experience. Extensive exposure to financial/capital markets, project development and operations having previously worked
Slide 4: Company Overview
Company Overview For personal use only Avenira is a fertiliser and battery cathode focused project developer, aiming to supply premium quality products into the electric vehicle, agricultural and industrial chemical markets. By establishing a local, integrated supply chain, Avenira will sell criti
Slide 5: Our Value Creation Strategy
Our Value Creation Strategy Avenira intends to leverage its DSO operation to develop For personal use only an integrated Battery Cathode Project Expansion LFP Project Expansion Plans Development Scope to expand LFP manufacturing (and DSO corresponding TPA) capacity in phases: Phase 1 – 10,000 tpa
Slide 6: Avenira's Value Proposition
Avenira’s Value Proposition For personal use only Wonarah Mine located Significant Phosphate Ore Optionality to build either TPA, LFP Close Proximity to Rail adjacent to gas pipeline for Deposits1 or both plants to capitalise on the and Road Infrastructure competitively-priced energy LFP battery or
Slide 7: Strategy No 1: Develop the Wonarah DSO Project
For personal use only Strategy No 1: Develop the Wonarah DSO Project 7
Slide 8: Wonarah Deposit and Mineral Resource
Wonarah Deposit and Mineral Resource Wonarah has one of the largest Phosphate resources in Australia3 For personal use only Significant Phosphate Resources Total Resource 533Mt (15% P2O5 cutoff grade)4 Measured Resource of 64.9 Mt @ 22.4% P2O5 Indicated Resource of 133 Mt @ 21.1% P2O5 Inferred
Slide 9: Wonarah DSO Project Update
Wonarah DSO Project Update Offtake negotiations progressing well with regional For personal use only TPA and fertiliser producers5 FEED Study nearing completion, leveraging the original feasibility study completed in 2010 Mine Management Plan nearing completion Existing Near-New Mining Camp on site
Slide 10: Strategy No 2: Develop the LFP Cathode Active Material Project
For personal use only Strategy No 2: Develop the LFP Cathode Active Material Project 10
Slide 11: Our Path to LFP Production
Our Path to LFP Production Avenira’s Wonarah Project will supply a steady source of high-grade Phosphorous, an For personal use only essential precursor for LFP Battery Cathodes and a high value input into agriculture TPA Plant LFP Plant LFP Conversion to Thermal Phosphoric Lithium Ferro Battery Cel
Slide 12: What is LFP Cathode Active Material?
What is LFP Cathode Active Material? Cathode Active Materials (CAM) are high purity chemicals that distinguish the application For personal use only and output of different types of Lithium-ion batteries Battery cell manufacturers are currently facing unprecedented demand for Lithium-ion batteries
Slide 13: The Rise of LFP Batteries
The Rise of LFP Batteries Lithium Ferro Phosphate batteries are growing rapidly in popularity for For personal use only electric vehicles8 and stationary storage Lower Cost: low cost, effective vs surging nickel and Faster Charge: cycle life for LFP batteries is significantly higher than other c
Slide 14: EV Manufacturers are Shifting to LFP
EV Manufacturers are Shifting to LFP For personal use only A desire for more cost-effective and safer battery cells has led major global automakers to turn to LFP as an alternative to standard Nickel-Cobalt-Manganese (NCM) and Nickel-Cobalt-Aluminum (NCA) based cells Electric Vehicle Manufacturers T
Slide 15: Strong LFP Market Outlook
Strong LFP Market Outlook For personal use only Forecast rapid LFP demand growth is likely to see it become one of the dominant Li-ion battery chemistries in the next few years, due to its superior safety and performance characteristics, ESG values and more cost-effective structure. Global LFP Batte
Slide 16: Avenira's Cost and Logistical Advantages
Avenira’s Cost and Logistical Advantages Geographic proximity to the under-supplied raw materials required to produce LFP, enables Avenira to have For personal use only significant cost and logistical advantages relative to other LFP producers Australia supplies approximately 50% of the world’s Li
Slide 17: Avenira's Relationship with Aleees
Avenira’s Relationship with Aleees Advanced Lithium Electrochemistry Ltd (Aleees) is only one of two companies outside China with complete For personal use only LFP cathode material manufacturing capability and patents for EV and stationary storage batteries. The MOU establishes Aleees as Avenir
Slide 18: Thank you
Thank you For personal use only Avenira Limited ABN 48 116 296 541 www.avenira.com U6, 100 Mill Point Rd South Perth, Western Australia 6151 AUSTRALIA Media/Investor Queries: PO Box 1704 Citadel-MAGNUS West Perth WA 6872 AUSTRALIA Michael Weir 0402 347 032 Jono van Hazel 0411 564 969 +61 8 9264 7000
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