Lycopodium Limited · ASX:LYL
Lycopodium — Euroz Hartleys Emerging Industrials Forum 2023
17 slides from Lycopodium's conference presentation, Apr 20, 2023
Slide 1: Emerging Industrials Forum
Emerging Industrials Forum Euroz Hartleys 20 April 2023
Slide 2: About Lycopodium
About Lycopodium Lycopodium is a highly respected, innovative and value-driven global process, engineering and project delivery organisation. The Company was founded and is headquartered in Perth, Western Australia and is listed on the Australian Stock Exchange (ASX: LYL). Working across the Resourc
Slide 3: Core Capabilities
Core Capabilities Lyco © PROCESS + Metall remical & + Digital delivery + Gil + Structural + Mechanical + Electrical + Instrumentation + Process control PROJECT DELIVERY “jee cont rement al contracts management onstruction management training PROJECT OPTIMISATION + Process remote monitoring and recom
Slide 4: Global Reach
Global Reach Toronto CA Accra Manila GH PH Brisbane Cape Town AUS SA Perth AUS Newcastle Melbourne AUS AUS
Slide 5: Corporate Overview
Corporate Overview Share Price Shares on Issue (as at 19.4.23) $10.18 39.7m “With a highly experienced, stable board and management, Lycopodium has always Earnings per Share Half Year delivered high quality outcomes to its clients 1H FY2023 Dividend and good returns to its shareholders” 49.7 cents 3
Slide 6: 1H FY2023 Financial Highlights
1H FY2023 Financial Highlights Revenue NPAT $159.9m $20.0m EBITDA Profit Before Tax $32.2m $28.7m Strong Balance Sheet, Strong, stable business minimal debt Cash at Bank Return on Equity $94.7m 19.7%
Slide 7: Current Snapshot
Current Snapshot FY2023 guidance Long-serving teams of 1000+ staff globally high calibre people Revenue ~$320 million NPAT ~$45 million Value of capital projects currently 35+ Resource Projects 40+ Resource Studies in delivery ~A$3.9 billion in delivery in delivery Investment in Investment in Geogra
Slide 8: Resources – Projects and Studies Currently in Delivery
Resources – Projects and Studies Currently in Delivery Battery Diamonds/ Gold Gems Minerals Projects – 15 Projects – 7 Projects – 2 Studies – 2 Studies – 18 Studies – 4 Copper Projects – 4 Studies – 5 Nickel Studies – 2 Lithium Projects – 7 Mineral Uranium Other Studies – 5 Sands Projects – 2 (Rare
Slide 9: Resources – Major Project Status FY2023
Resources – Major Project Status FY2023 40+ Engineering/early stages Onsite delivery – progressing Onsite delivery – late stages Delivered Studies Project Client Commodity Location Project Client Commodity Location Kathleen Valley Liontown Resources Lithium Western Australia Chemical Grade Talison L
Slide 10: Operational Highlights
Operational Highlights Motheo Copper Project, Botswana Bomboré Gold Project, Burkina Faso Séguéla Gold Project, Côte d’Ivoire Navachab Gold Project, Namibia
Slide 11: Operational Highlights
Operational Highlights Dry Mining Unit, Senegal MSA Relocation, Western Australia CGP3, Western Australia
Slide 12: Operational Highlights
Operational Highlights Batu Hijau Plant Expansion, Indonesia Kathleen Valley Lithium Project, Western Australia Langer Heinrich Upgrade, Namibia Lafigué Gold Project, Côte d’Ivoire Photo courtesy of Liontown Resources – SAG Mill foundation first concrete pour
Slide 13: People First – Safety and Wellbeing at the Forefront
People First – Safety and Wellbeing at the Forefront Directly employing more than 1,000 people With contractors included, we manage some 2,500 people working on projects across the globe Current Manhours controlled Preventative measures – FY2022 (rolling 12 months Target increased focus on lead indi
Slide 14: Innovation – Technical Leaders
Innovation – Technical Leaders Future Battery Industries Cooperative Research Centre Key participant in the FBICRC, supporting the development of capability to capture the significant opportunities associated with the energy transition for Australia from the growing global battery industry Renewable
Slide 15: Innovation – Technical Leaders
Innovation – Technical Leaders Dry Mining Unit An innovative operating cost saving asset in the mineral sands environment – first unit commissioned on site in Q3 2022 at the Grande Côte mineral sands operation in Senegal Orway IQ – MillROC Online platform providing cloud-based, customised data analy
Slide 16: Outlook and Strategy
Outlook and Strategy Outlook Strategy • Demand for base metals is expected to remain • Continued focus on achieving broader geographical strong, in support of the energy transition reach – across Asia-Pacific and the Americas • Market for resources used in new and low emission • Balanced project del
Slide 17: Disclaimer
Disclaimer Information, including forecast financial information, in this presentation, should not be considered as a recommendation in relation to holding, purchasing or selling shares in Lycopodium Limited. Due care and attention has been used in the preparation of forecast information, however ac
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