Lions Bay Capital, Inc. · TSXV:LBI
Lions Bay Capital — Investor Presentation (February 2019)
20 slides from Lions Bay Capital's investor presentation, February 2019
Slide 1: Corporate Presentation February 2019
Building and actively managing a portfolio of strategic investments in the resources sector, with near-term catalysts. Corporate Presentation February 2019 STORE OF THEMATIC THEMATIC value electrification sustainability Driving change for a more sustainable planet. February 2018 Lions GOLD Bay Capit
Slide 2: Building the Foundations
Building the Foundations STORE OF THEMATIC THEMATIC value electrification sustainability Driving change for a more sustainable planet. GOLD COPPER TIN LITHIUM POTASH Building and actively managing a portfolio of strategic investments in the resources sector, with near-term catalysts. Company TSX-V:
Slide 3: Overview
Overview i) Corporate Profile Lions Bay Capital Structure Shares § Refined Business Model § About Us – Successful Track Record Common shares 97,304,473 Shares to be issued for (UNL: CPC) 13,296,497 ii) Recent Case Studies § Case-Study 1: Fidelity Minerals Total 110,150,970 § Case-Study 2: Elementos
Slide 4: Refined Business Model
Refined Business Model Our Objective § To position Lions Bay Capital (LBI) as a catalyst to driving change (and capturing opportunities) in the resources sector. § To utilize our experience, network and aMES™ technology to achieving corporate alignment and value creation. § LBI management have prove
Slide 5: About Us – Successful Track Record
About Us – Successful Track Record The Team Reference Corporate Transactions § Extensive Experience - over 100 years of resource, cleantech and M&A experience. § The core members of the LBI team have collaborated extensively in other corporate vehicles to successfully build companies from the ground
Slide 6: Case-Study 1: Fidelity Minerals
Case-Study 1: Fidelity Minerals About § FMN owns the Rey Salomon gold mine and the associated Cerro Dorado gold processing infrastructure in southern Peru. LBI Investment Rationale § LBI is at the advanced stages of finalizing the restructure of FMN SNAPSHOT § LBI is spearheading the recapitalizatio
Slide 7: Case-Study 2: Elementos (ELT) + Eurotin (TIN)
Case-Study 2: Elementos (ELT) + Eurotin (TIN) About § ELT is building a portfolio of advanced stage tin projects and progressing projects through the project development cycle. § JORC Minerals Resource totaling 134,600 tonnes of contained tin. LBI Investment Rationale SNAPSHOT § In 2017 LBI acquired
Slide 8: The Drive for Sustainability is Disrupting Mining
The Drive for Sustainability is Disrupting Mining Recent Developments § Failure of major tailing dams. § Increasing scrutiny of existing tailings storage sites. § Challenges securing permitting for projects requiring bulk tailings storage. § Reduced access to water is limiting capacity to build and/
Slide 9: Water Stress – Challenging the Mining Industry
Water Stress – Challenging the Mining Industry Water Stress - Global § Water stress is not limited to emerging economies, instead, it is intensified by large-scale economic growth. § “Water scarcity challenges industries around the world. Global population growth and economic development suggest a f
Slide 10: Generalized Water Balance – Mining Industry
Generalized Water Balance – Mining Industry Desalination Waste Brine* Waste Brine § For every litre of freshwater output, desalination plants - chemicals produce on average 1.5 litres of brine. - salt § World’s ~16,000 desalination plants discharge 142 million - water m³/day of brine daily. Seawater
Slide 11: aMES Solving Problems – Creating Value
aMES™ Solving Problems – Creating Value aMES™ - Advantages Waste Brine § Improvements in mineral recovery and product quality - chemicals aMES § Opportunity for substantial project capex & opex savings - salt - water § Highly efficient use of energy and produces water as by-product 1 § Improved proj
Slide 12: Overview of Consolidated Group
Overview of Consolidated Group Ownership § Lions Bay Capital has provided seed funding since 2017, incubated and systematically acquired substantial interests in entities involved in the commercialisation of the aMES™ technology. Non-core investments Technology strategic investments § The core aMES™
Slide 13: New Mexico Lithium Project (NMLP) - Overview
New Mexico Lithium Project (NMLP) - Overview Introduction § Lions Bay Capital has acquired an initial 50% interest in the NMLP, and has the right to acquire up to 100% through staged investment. § Project on federal BLM claims – therefore no royalties payable. Infrastructure § Project ideally locate
Slide 14: Karinga Lakes Potash Project (KLPP) - Overview
Karinga Lakes Potash Project (KLPP) - Overview Introduction § Lions Bay Capital has earned an initial 15% interest in the KLPP, and has the right to acquire up to 40% through staged investment. § In January 2019, CPC delivered a confidential Scoping Study to the project operator, Verdant Minerals (A
Slide 15: Karinga Lakes – Proven SOP Resource
Karinga Lakes – Proven SOP Resource Resource Appraisal § The KLPP has undergone comprehensive resource* appraisal. Resource Status § The potash brine resource is based on data acquired over four years, including; § 93 brine samples from hand dug pits § 4 small backhoe trenches which were pump tested
Slide 16: Karinga Lakes – Proven Resource Productivity
Karinga Lakes – Proven Resource Productivity Resource Productivity § Extensive drilling, trenching, pumping and hydrogeological modelling, confirm the high- quality nature of the SOP resource. § Extensive productivity (Sy) data summarised in 133-pg Hydrogeology Report, confirms the high quality natu
Slide 17: Karinga Lakes (KLPP) – Development Plans
Karinga Lakes (KLPP) – Development Plans Overview § On 7 February 2019, Lions Bay Capital and Verdant Minerals announced that CPC had satisfied all of the Key Performance Indicators (including the delivery of a Scoping Study based on the aMES™ technology) required in order to acquire an initial 15%
Slide 18: Consolidated Group – Peer Comparison
Consolidated Group – Peer Comparison Peer Comparison $300 Millions § New technologies for producing minerals (particularly lithium) and freshwater are sought Peer Comparison - Indicative after by industry. § Proponents of these innovative technologies $250 often acquire and integrate relevant projec
Slide 19: Delivering on Near-Term Valuation Catalysts
Delivering on Near-Term Valuation Catalysts STORE OF THEMATIC THEMATIC value electrification sustainability Driving change for a more sustainable planet. GOLD COPPER TIN LITHIUM POTASH Company TSX-V: FMN ASX: ELT Controlled subsidiaries of LBI Role of LBI Restructure/Recap/Acquisition Instigated acq
Slide 20: Disclaimer
Disclaimer This information has been prepared on a strictly confidential basis by Lions Bay Capital Inc. (“LBI”) and may neither be reproduced in whole nor in part, nor may any of its contents be divulged to any third party without the prior written consent of LBI. This information is not intended t
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