Lincoln Minerals Limited · ASX:LML
Lincoln Minerals — Investor Presentation (September 2023)
18 slides from Lincoln Minerals's investor presentation, Sep 6, 2023
Slide 1: High Grade Australian Graphite for the Global Energy Transition
High Grade For personal use only Australian Graphite For the Global Energy Transition 6th September 2023 SEPTEMBER 2023
Slide 2: Board & Management
Board & Management 2 Board Management For personal use only Yoyo Ryan John Sam Andrew Peter Angelique Zhang Smith Lam Barden Metcalfe Edwards Callegari Chairperson Non-Executive Non-Executive Interim CEO Chief Financial Officer & Exploration Manager Administrative Manager Director Director Company S
Slide 3: About Lincoln Minerals
About Lincoln Minerals 3 For personal use only Emerging Graphite Producer with Estimated Mineral Resource of Aiming to be one of Australia's Upgrading the resources through Project on Eyre Peninsula, South 3.88Mt at 12.6% TGC1 first graphite producers recent and planned drilling Australia Prospectiv
Slide 4: Company Overview
Company Overview 4 Capital Structure Trading Range For personal use only Share Price Graph LML 0.006 ASX SHARE PRICE1 1.38B SHARES ON ISSUE ASX CODE $8.52M MARKET CAPITALISATION1 $1.16M ASX COD2 NIL DEBT 52 WEEK RANGE 0.10 0.005 1. As at close of business on 4th September 2023 52 WEEK HIGH 52 WEEK L
Slide 5: Exploring the Strategic Choice: Graphite
Exploring the Strategic Choice: Graphite 5 Global decarbonisation Natural Flake Graphite Demand Forecast For personal use only • Graphite is a key player in global decarbonisation • Decarbonisation drives unprecedented demand for clean energy batteries and the graphite to make them • Processed graph
Slide 6: Kookaburra Gully Graphite Project
Kookaburra Gully Graphite Project 6 Our flagship Kookaburra Defined JORC (2012) Gully Graphite For personal use only Graphite Mineral Resource1 Project is 35km north of Port Lincoln on South Australia’s Eyre Classification Classification Tonnage Tonnage (Mt) TGC TGC (%) Contained Contained Graphite
Slide 7: Kookaburra Gully Graphite Deposit
Kookaburra Gully Graphite Deposit 7 Kookaburra Gully Deposit is core to the flagship Defined JORC (2012) Kookaburra Gully Graphite Project Mineral Resource at Kookaburra Gully For personal use only TOTAL MINERAL RESOURCES 2.03Mt@ 15.02 TGC1 MEASURED 0.39Mt@ 14.9 TGC INDICATED 1.08Mt@ 14.9 TGC INFERR
Slide 8: Kookaburra Gully Graphite Project Geophysical Data
Kookaburra Gully Graphite Project Geophysical Data 8 Electromagnetic Survey For personal use only • High resolution Tempest™ airborne electromagnetic (EM) survey conducted over Kookaburra Gully Deposit, Kookaburra Gully Extended and Koppio Graphite mine Kookaburra Gully Deposit • Results show high c
Slide 9: Koppio Graphite Deposit
Koppio Graphite Deposit 9 2023 infill and step- Koppio historic mine For personal use only out drilling Koppio historic and 2023 drilling locations Surface expression of mineralisation shown as shaded area as mapped in 2015 resource Koppio historic mine adit 2023 drilling result: • Total Graphitic C
Slide 10: Kookaburra Gully Extended Prospects
Kookaburra Gully Extended Prospects 10 2023 Exploration Kookaburra Gully graphite For personal use only Drilling Results Kookaburra Gully Extended Prospects (KGE) Kookaburra Gully Graphite correlate with Kookaburra Gully DepositDeposit electromagnetic anomalies Koppio Deposit Koppio Graphite Deposit
Slide 11: Kookaburra Gully Graphite Metallurgy
Kookaburra Gully Graphite Metallurgy 11 Metallurgic bench-scale testing of representative bulk drill Graphite applications and trench samples For personal use only Lincoln is well positioned to take advantage of the forecasted supply gap for Lithium-ion battery production as well as the demand for i
Slide 12: Project Milestones
Project Milestones 12 Q3 Q4 Q1 Q2 For personal use only • Commence gap • Undertake drilling aimed • Complete final drill • Upgrade Mineral analysis of 2017 at infilling Kookaburra program to address gaps Resource/Reserve Feasibility Study Gully Deposit and testing and test extension of Estimates • R
Slide 13: Eurilla, Gum Flat Iron Ore and Minbrie Copper Projects
Eurilla, Gum Flat Iron Ore and Minibrie Copper Projects 13 Eurilla For personal use only 40km north of Kimba is along strike from the Wilcherry Hill and Hercules iron ore projects, Menninnie Dam zinc-lead-silver and Paris silver deposits to the northwest and has potential for iron ore, uranium, mang
Slide 14: Graphite mineralisation trend
Graphite mineralisation trend 14 Siviour Project Renascor For personal use only Contained Graphite 6.6Mt at TGC 7.5% (2.3%cutoff) EV/Mt $56.70/Mt1 Kookaburra Gully Project Lincoln Minerals Contained Graphite 0.49Mt at TGC 12.6% (5% cutoff) EV/Mt $29.5/Mt1 Uley Project Quantum Graphite Contained Grap
Slide 15: ESG
ESG 15 We aim to be SA’s leading graphite miner For personal use only • Strong commitment to understanding and working cooperatively with our landowners and stakeholders, including the Barngarla people as traditional owners of the land • Planning our drilling and future mining activities to have a m
Slide 16: Lincoln Investment Highlights
Lincoln Investment Highlights 16 SA’s emerging graphite developer For personal use only • We are striving to be one of Australia’s first graphite producers • Lincoln has the highest Total Graphitic Carbon grades on the Eyre Peninsula • Lincoln’s graphite is dominated by fine flakes required for use
Slide 17: Important Notice and Disclaimer
Important Notice and Disclaimer 17 Disclaimer For personal use only • This presentation may contain certain statements and projections provided by or on behalf of Lincoln • Nothing in this material should be construed as either an offer to sell or Minerals Limited (ASX: LML, Lincoln Minerals, or the
Slide 18: For personal use only
ASX:LML Level 14, 333 Collins Street info@lincolnminerals.com.au Lincoln Melbourne Victoria 3000 wwwlincolnminerals.comau Minerals
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