Infinity Metals Limited · ASX:INF
Infinity Metals — Infinity Lithium — Corporate Storytime 'Meet Up' Luncheon 2023
24 slides from Infinity Metals's conference presentation, May 4, 2023
Slide 1: Infinity to present at the 'Meet Up' Luncheon event
INFINITY TO PRESENT AT THE ‘MEET UP’ LUNCHEON EVENT Infinity Lithium Corporation Limited (‘Infinity’, or ‘the Company’) Managing Director and CEO, For personal use only Ryan Parkin is pleased to be presenting at the ‘Meet Up’ Luncheon event hosted by Corporate Storytime in Subiaco today. A copy of t
Slide 2: For personal use only
For personal use only INFINITY LITHIUM
Slide 3: Disclaimer: Cautionary Statement
For personal use only INFINITY LITHIUM DISCLAIMER Cautionary Statement The Scoping Study referred to in this announcement has been undertaken to assess the viability of an underground-only mining operation and integrated lithium chemical production facility at the San José Lithium Project. It is a p
Slide 4: Disclaimer: For Consideration
For personal use only INFINITY LITHIUM DISCLAIMER For Consideration This presentation has been prepared by Infinity Lithium Corporation Limited “Infinity Lithium”. This document contains background information about Infinity Lithium current at the date of this presentation. The presentation is in su
Slide 5: Corporate Information / Snapshot: San José Lithium Project
For personal use only INFINITY LITHIUM CORPORATE INFORMATION (ASX:INF) SNAPSHOT: SAN JOSÉ LITHIUM PROJECT Shares on issue ~ 462.6m Options, SARS ~ 52.7m Share price (1) A$0.12 One of EU’s largest hard rock lithium resources ~ 1.6MT(1) LCE Market Cap (2) A$55.5m Cash (3) (Debt: nil) A$13.9m Integrate
Slide 6: Permitting Status: Recent Endorsement of Process Following Granting of Permits
For personal use only INFINITY LITHIUM PERMITTING STATUS: RECENT ENDORSEMENT OF PESE PROCESS FOLLOWING GRANTING OF PERMITS Extended project area Exploration Permit inclusive of JORC defined PIAV Extremadura SE (‘PESE’) lithium resource Granted Investigation Permit Grounds adjacent to the Ampliación
Slide 7: Permitting Status: Next Steps
For personal use only INFINITY LITHIUM PERMITTING STATUS: NEXT STEPS Environmental Incorporate recommendations from regional Impact Assessment authorities into Exploitation Concession Application (‘EIA’) Scoping Doc submission inclusive of final location of the lithium chemical conversion plant Site
Slide 8: Permitting: Timeline
For personal use only INFINITY LITHIUM PERMITTING: TIMELINE Responsible Party Q4 2022 Q1 2023 Q2 2023 Q3 2023 Q4 2023 Extremadura Lithium EIA Scoping Document Decree Ratified To be delivered to INF 1 2 3 4 Initial Document Exploration Permit Exploitation Concession Submitted Granted Application subm
Slide 9: Permitting Gamechanger: European & Regional Focus
For personal use only INFINITY LITHIUM PERMITTING GAMECHANGER: EUROPEAN & REGIONAL FOCUS Critical Raw Materials Act Lithium Decree Law Application to be recognised as Application to be recognised as Projects Status Strategic Projects projects of regional and public interest Permitting timeframe: 21
Slide 10: EU Demand for Battery Grade Lithium Chemicals
For personal use only INFINITY LITHIUM EU DEMAND FOR BATTERY GRADE LITHIUM CHEMICALS Europe Ursula von der Leyen President European Commission Strong EU demand and pricing outlook for battery grade for lithium chemicals “Without critical raw materials, there is no green transition and digital transi
Slide 11: Extremadura New Energies
For personal use only INFINITY LITHIUM EXTREMADURA NEW ENERGIES San José Lithium Project Large scale integrated industrial lithium processing plant Processing on site lithium feedstock (One of largest hard rock lithium resources in EU) Proven & sustainable lithium conversion process Producing batter
Slide 12: Resource ~1.6MT LCE
For personal use only INFINITY LITHIUM RESOURCE ~ 1.6MT LCE JORC Table 1 included in an announcement to the ASX released on 23 May 2018 “Lithium Resource and Open Pit Upgrade”. Infinity is not aware of any new information or data that materially affects the information included in this ASX release,
Slide 13: Integrated Industrial Lithium Processing Project
For personal use only INFINITY LITHIUM INTEGRATED INDUSTRIAL LITHIUM TOTAL PROJECT PROCESSING PROJECT PRE-PRODUCTION CAPEX US$532M(1) TOTAL PROCESSING Underground extraction adopted No visual impact from PRE-PRODUCTION CAPEX in direct response to community mineral extraction on the US$475M(1)(2) res
Slide 14: Lithium Processing for Battery Grade Products
For personal use only INFINITY LITHIUM LITHIUM PROCESSING FOR TECHNICAL ADVISORY COMMITTEE BATTERY GRADE PRODUCTS World leading expertise(3) Novel & sustainable processing • Highly credentialled team technology led by Infinity TAC & • Extensive industrial chemical engineering experience supported by
Slide 15: Sustainability
For personal use only INFINITY LITHIUM SUSTAINABILITY Underground extraction of No shipping of plant feedstock: feedstock – no disturbance resource & conversion plant on site no to surface carbon footprint from transport Underground paste infill & Close to EU end markets: dry stack tailings facilita
Slide 16: Permitting Pathway Delivers Partnering Opportunities for Localised Energy
For personal use only INFINITY LITHIUM PERMITTING PATHWAY DELIVERS PARTNERING OPPORTUNITIES FOR LOCALISED ENERGY Renewables Project Structure Binding MoU signed with industrial consortium comprising of leading Extremadura company & IBEX 35 energy group Localised and sustainable renewable energy prod
Slide 17: Social Licence
For personal use only INFINITY LITHIUM SOCIAL LICENCE: Support of local sporting associations Proud Sponsors of Cáceres Basketball “This is an opportunity for the city and for the province, this project is Cooperative a generator of employment and agreements with wealth, and it can also provide an l
Slide 18: Community Support: San José Poll
For personal use only INFINITY LITHIUM COMMUNITY SUPPORT: SAN JOSÉ POLL Will the San José What is your position Lithium Project be on the Project? beneficial to Cáceres & Extremadura?
Slide 19: Summary
For personal use only INFINITY LITHIUM SUMMARY • Key San José permit granted: pathway to lodgement of Mining Licence Application • Mining Licence and Environmental permit application process initiated in collaboration with stakeholders • Critical raw material projects at EU and regional level to ben
Slide 20: Thank You
For personal use only INFINITY LITHIUM THANK YOU Ryan Parkin - Managing Director & CEO rparkin@infinitylithium.com Justin Samulski – General Manager Commercial jsamulski@infinitylithium.com
Slide 21: Appendix 1: Global Demand Forecasts Based on LIB Manufacturing Capacity
For personal use only INFINITY LITHIUM APPENDIX 1: GLOBAL DEMAND FORECASTS BASED ON LIB MANUFACTURING CAPACITY European gigafactories represent 866GWh at 100% Global Battery Manufacturing Capacity(1) utilisation Global Gigafactory Lithium Demand 1. Canaccord Genuity’s Global Equity Research “EV Mate
Slide 22: Appendix cont: Global Demand Forecasts Based on LIB Manufacturing Capacity
For personal use only INFINITY LITHIUM APPENDIX 1 cont/: GLOBAL DEMAND FORECASTS BASED ON LIB MANUFACTURING CAPACITY “A Battery Raw Material Cliff Edge Is On The Horizon Before 2030” EU 2030 1Mt LCE (2) Lithium Supply Balance: Benchmark Mineral Intelligence (1) 1. Benchmark Mineral Intelligence: Bat
Slide 23: Appendix 2: EU & US vs China 2022/23
For personal use only INFINITY LITHIUM APPENDIX 2: EU & US VS CHINA 2022/23 (1) STAGE 1: STAGE 2: STAGE 3: Extraction/ Chemical Cathode Mining Processing Production < 1% 0% < 1% < 11% < 4% < 1% 14% 59% 80% Critical Raw Materials Act 2030 targets EU Extraction EU Processing At least 10% of the EU’s a
Slide 24: Appendix 3: Project Highlights
For personal use only INFINITY LITHIUM APPENDIX 3: PROJECT HIGHLIGHTS (Revert to Cautionary Statement on Slide 2) Integrated Underground Scoping Study N.B. Refer ASX Announcement 14 October 2021 Integrated Underground 14 October 2019 Scoping Study San José Lithium Project (1) Steady state production
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