Livium Ltd. · ASX:LIT
Livium — Lithium Australia NL — Investor Presentation (August 2020)
26 slides from Livium's investor presentation, Aug 12, 2020
Slide 1: Lithium Australia corporate presentation announcement
12 August 2020 Lithium Australia corporate presentation Lithium Australia NL (ASX: LIT; ‘the Company’) wishes to advise of the release of its For personal use only August 2020 corporate presentation, which is attached at the end of this announcement. KEY POINTS ▪ Worldwide, battery and battery miner
Slide 2: Lithium Australia ~ offering diversified exposure to the burgeoning battery industry
For personal use only Lithium Australia ~ offering diversified exposure to the burgeoning battery industry ASX: LIT 1 August 2020 Copyright © 2020, Lithium Australia NL
Slide 3: Disclaimer
Disclaimer For personal use only This presentation is for information Lithium Australia NL (ABN 29 126 129 413) ‘estimate’, ‘may’, ‘will’, ‘schedule’ and other, COMPETENT PERSON’S STATEMENT purposes only. Neither this presentation nor (‘the Company’) and its projects, are similar expressions identif
Slide 4: Contents
Contents For personal use only Abbreviations Overview ANSTO Australian Nuclear Science Company business units 4 and Technology Organisation Company business structure 5 AU$ Australian dollars Providing ethical, sustainable inputs to the battery industry 6 Company, the Lithium Australia NL Enhancing
Slide 5: Business units
Business units ~ Offering diversified exposure to the battery industry For personal use only Global resource + Low-energy extraction exploration portfolio. of lithium from hard- rock sources – no roasting necessary. Production of Recycling of spent advanced battery batteries and re-birthing cathode
Slide 6: Business structure
Business structure ~ Designed for sustainability For personal use only Lithium Australia NL (‘Lithium Australia’ or ‘the Company’) offers the ultimate in recycling solutions for the battery industry, as well as a safe, efficient approach to renewable energy storage. The Company’s patent-protected ba
Slide 7: Providing ethical, sustainable inputs to the battery industry
Providing ethical, sustainable inputs to the battery industry For personal use only Lithium Australia occupies a unique niche, that of a diversified and vertically integrated lithium mining and battery technology company supplying a range of solutions designed for a seamless transition from: ! the e
Slide 8: Enhancing investment opportunities for shareholders
Enhancing investment opportunities for shareholders For personal use only The Company is currently focusing on near-term revenue from those of its business units closest to generating income; i.e. Soluna Australia Pty Ltd (‘Soluna’) and Envirostream. Soluna (50% Lithium Australia) is anticipating po
Slide 9: Developing, diversifying and commercialising in a fragmented supply chain
Developing, diversifying and commercialising in a fragmented supply chain For personal use only KEY POINTS ! Worldwide, the battery and battery mineral market fundamentals remain strong and are growing. ! Lithium Australia retains significant battery IP and has a broad technological understanding of
Slide 10: Six-month share price performance
Six-month share price performance For personal use only 9 August 2020 Copyright © 2020, Lithium Australia NL
Slide 11: Corporate snapshot
Corporate snapshot ASX-listed: tickers LIT, LITCF, LITO For personal use only Price (AU$) as at 7 August 2020 $0.068 Market capitalisation (AU$) $42 M Adrian Griffin (Managing Director) George Bauk Shares outstanding (LIT) 612 M (Non-executive Chairman) More than 40 years’ experience in the mining P
Slide 12: Focusing on a cleaner, greener future
Focusing on a cleaner, greener future For personal use only Although the world’s love affair with portable devices is undiminished, many countries are moving away from fossil fuels and embracing the concept of electric vehicles (‘EVs’) powered by battery packs … and as a result e-waste is accumulati
Slide 13: Battery consumption ~ global
Battery consumption ~ global For personal use only With all types of EVs gaining popularity worldwide, it’s worth considering that, typically, even a ‘light’ passenger EV contains roughly 300 kilograms of battery cells. In fact, around 50% of current LIB demand can be attributed to the emergence of
Slide 14: Potential for battery recycling ~ global
Potential for battery recycling ~ global For personal use only Placed on market (‘POM’) versus EOL. POM worldwide, annual, tonnes EOL worldwide, tonnes, by application 17,500,000 3,000,000 14,000,000 2,250,000 10,500,000 1,500,000 7,000,000 3,500,000 750,000 0 0 2019 2020 2021 2022 2023 2024 2025 20
Slide 15: Potential for battery recycling ~ Australia
Potential for battery recycling ~ Australia For personal use only ! In Australia right now the battery Projected Australian battery end-of-life arisings to 2050. recycling rate is also very low. ! With respect to Australian EOL batteries, around 22,000 tpa1 are available for recycling, although most
Slide 16: Envirostream mixed-battery recycling
Envirostream mixed-battery recycling For personal use only Envirostream, Australia’s only mixed-battery recycling facility, is at the forefront of innovation in sustainable battery-processing methods, having developed safe and innovative management solutions to what could soon become two of the worl
Slide 17: Envirostream business model
Envirostream business model For personal use only EXPANDING THE BUSINESS Envirostream began commissioning its expanded facility Waste in early 2020 and by the end of June 110 tonnes of EOL EV & hybrid Electronics Power tools Energy Power LIBs had been processed. The 2020 financial year(‘FY’) vehicle
Slide 18: Refining recycled battery products
Refining recycled battery products For personal use only REFINING SUCCESSES Together with ANSTO and using MMD recovered by Envirostream as a feed source, the Company has produced high- Process metal recoveries quality lithium phosphate (‘LP’) (> 99.9% Li3PO4). Lithium ferro using Company technologie
Slide 19: Rationale for investing in battery recycling
Rationale for investing in battery recycling For personal use only ! Company subsidiary Envirostream is a first-mover business, being the only Australian entity able to recover MMD from EOL LIBs. Envirostream has established a comprehensive and constantly expanding network for the collection and rec
Slide 20: Advancing LFP battery technology
Advancing LFP battery technology For personal use only Australia is the world’s largest market for residential ESS. The South Australian government, for example, has offered subsidies for the installation of 40,000 energy-storage units in that state, while in Western Australia (‘WA’) plans are afoot
Slide 21: Soluna battery storage for renewable energy
Soluna battery storage for renewable energy For personal use only Lithium Australia acquired a 50% ownership interest in Soluna in recognition of the unparalleled opportunity created by rapid growth in the Australian ESS market. At present, Soluna provides solutions for renewable energy storage, alo
Slide 22: VSPC cathode-powder manufacture
VSPC cathode-powder manufacture For personal use only VSPC has spent 16+ years developing nano-powders, primarily for use in batteries. Its unique, nanotechnology-based cathode-powder production process is broadly applicable to most LIB chemistries. VSPC assets include: ! its R&D facility in Brisban
Slide 23: Sustainable processing technologies
Sustainable processing technologies For personal use only CAPITALISING ON WASTE STREAMS The Company aims to provide the battery industry with more ethically sourced and sustainable critical chemical products. This approach could improve the viability of existing mining operations by extending resour
Slide 24: The LieNA process
The LieNA® process For personal use only IMPROVING SUSTAINABILITY, INCREASING LITHIUM RESERVES Spodumene concentrate producers urgently need to enhance their process recovery. Improving spodumene recovery to concentrate from existing levels (between 55% and 75%) by relaxing concentrate particle size
Slide 25: Resource and exploration portfolio
Resource and exploration portfolio For personal use only Lithium Australia’s resource and exploration portfolio has the potential to deliver raw materials to its downstream business units in the future. The Company’s Sadisdorf lithium-tin project (100% Lithium Australia) is in Germany, one of the fa
Slide 26: Contact info
For personal use only CONTACT INFO Lithium Australia NL Level 1, 675 Murray Street West Perth 6005 Western Australia PO Box 1088 West Perth 6872 Western Australia Phone +61 (0) 8 6145 0288 Email: info@lithium-au.com www.lithium-au.com 25
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