Lightning Minerals Limited · ASX:L1M
Lightning Minerals — Investor Presentation (May 2023)
20 slides from Lightning Minerals's investor presentation, May 3, 2023
Slide 1: Critical Minerals for the Green Energy Future
For personal use only CRITICAL MINERALS FOR THE GREEN ENERGY FUTURE ASX : L1M MAY 2023 LIGHTNINGMINERALS.COM.AU
Slide 2: Disclaimer
2 DISCLAIMER For personal use only This presentation has been prepared by Lightning Minerals Ltd ACN 656 005 122 (‘Company’) to provide readers with background information only to obtain a general understanding of the Company’s plans and objectives in the context of its proposed commercial activitie
Slide 3: Why Lightning?
3 For personal use only WHY LIGHTNING? Exposure to the high growth critical minerals thematic through project exploration, discovery and development MACRO THE OPPORTUNITY EXECUTION Underinvestment in the critical Environmentally sustainable Policy-driven electrification of minerals sector has led to
Slide 4: Investment Highlights
4 For personal use only INVESTMENT HIGHLIGHTS Highly motivated and proven team with a history of successful project execution in critical minerals sector GROWTH STRATEGY Clear strategy for growth CRITICAL with multiple targets and MINERALS work programs. Megatrend set to expand Initial works post IP
Slide 5: Corporate Snapshot
5 CORPORATE SNAPSHOT For personal use only Options Summary 26.7 Million listed options (exercisable at $0.25 each expiring 13/03/2028) 5.20 Million options (exercisable at $0.25 each expiring 22/11/2027) 5.00 Million options (exercisable at $0.25 each expiring 22/11/2026) 330,000 employee options (e
Slide 6: The Green Tech Revolution
6 For personal use only THE GREEN TECH REVOLUTION A significant increase in critical minerals is required for the rapid deployment of clean energy technologies as mandated by global government policy GLOBAL VEHICLE SALES OUTLOOK 7 100 80 Forecasts suggest that by 2035, more NEW VEHICLE SALES (MILLIO
Slide 7: The Critical Minerals Market
7 For personal use only THE CRITICAL MINERALS MARKET Overall critical minerals demand to rise by as much as 6x but individual minerals led by Lithium to rise even faster 6x 4x 27.4Mt Source: IEA https://www.iea.org/
Slide 8: Growth Potential
8 Mineral Resources of GROWTH POTENTIAL For personal use only Operating Mines Australia is positioned to become the world's preferred producer of high Pilgangoora quality critical minerals 305Mt @ 1.1% LiO 2 Australia leading the world in production and expertise with Wodgina ~52% of world Lithium p
Slide 9: Projects
9 For personal use only PROJECTS Highly prospective assets in tier-1 jurisdiction with strong exposure to critical minerals Four project areas in Western Australia Critical minerals focus including Lithium, Nickel, Cobalt, Copper, REE and PGEs Clear exploration strategy focused on Lithium and critic
Slide 10: Dundas Project
10 For personal use only DUNDAS PROJECT Exploration underway in an emerging Lithium super province. Our flagship and focus Interests in 8 Licences in Dundas region of Western Australia. Total land area = 454km 2 Highly prospective: Correct lithologies and region for potential discoveries in Lithium,
Slide 11: Dundas Results
11 For personal use only DUNDAS RESULTS Strong Lithium results justify exploration drilling across multiple targets on Southern Licences Lithium anomalism identified across multiple leases with supported by identification of 28 targets through geophysics interpretation1 2 8km Lithium anomalism up to
Slide 12: Dundas Results: Northern Licences
12 For personal use only DUNDAS RESULTS Northern licences 30km East of Bald Hill Lithium Tantalum Mine demonstrate strong potential Multiple target areas identified through geophysics interpretation1 Three large lithium target areas identified, with the largest being ~35km2 with assays up to 147ppm
Slide 13: Other Projects
13 For personal use only OTHER PROJECTS Additional exposure to critical minerals, base metals and gold in Western Australia Highly prospective for Nickel Mt Jewell Ni Proximity to primary Nickel mines such as Scotia to the west, Carr Boyd to the East and Silver Swan 25km south-east 9km 2 Some histor
Slide 14: Indicative News Flow
14 INDICATIVE NEWS FLOW For personal use only Highly motivated team with a history of successful project execution, strong news flow and creation of catalysts for growth 2024 Q4 Clear target delineation (Dundas) Q3 Stage 2 drilling Multiple drill campaigns (Dundas) (Dundas) Q2 Stage 1 drilling Focus
Slide 15: Commitment to ESG
15 For personal use only COMMITMENT TO ESG Commitment to ESG positively impacts shareholder value through preparedness for emerging compliance requirements and readiness for ESG only funding SUSTAINABILITY OPPORTUNITY COLLABORATION FUTURE FOCUS Less water, less energy, less Empowering workers in rem
Slide 16: Invest in Lightning
16 INVEST IN LIGHTNING For personal use only Exposed to the booming critical minerals and Lithium markets with a strong project portfolio, a driven team and clear growth strategy CRITICAL EXPERIENCED STRONG ASSET GROWTH MINERALS TEAM BASE STRATEGY
Slide 17: References
17 For personal use only REFERENCES 1 ASX announcement 09 February 2023 - Geophysical interpretation identifies 28 target areas 2 ASX announcement 23 March 2023 - Lithium soil anomaly identified at Dundas South project 3 ASX announcement 31 March 2023 - Infill auger program to target lithium anomaly
Slide 18: Dundas South Lithium Results
18 For personal use only DUNDAS SOUTH LITHIUM RESULTS ASX announcement 23 January 2023 ASX announcement 23 March 2023 Soil Sampling identifies Lithium-Rubidium anomalism Lithium soil anomaly identified at Dundas South project
Slide 19: Dundas North Lithium Results
19 For personal use only DUNDAS NORTH LITHIUM RESULTS ASX announcement 01 May 2023 Further lithium anomalism identified at Dundas project
Slide 20: Contact
For personal use only CRITICAL MINERALS Alex Biggs FOR THE GREEN Chief Executive Officer alex@lightningminerals.com.au (08) 9429 8806 ENERGY FUTURE ASX : L1M LIGHTNINGMINERALS.COM.AU
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