Elevra Lithium Limited · ASX:ELV
Elevra Lithium — Sayona Mining — Investor Presentation (June 2024)
24 slides from Elevra Lithium's investor presentation, June 2024
Slide 1: Investor Presentation
Investor Presentation June 2024 ASX:SYA | OTCQB:SYAXF ASX:SYA | OTCQB:SYAXF 1
Slide 2: Corporate Summary
Corporate Summary Corporate Structure (as at 18 June 2024) Board & Senior Management James Brown • 35 years’ experience including 22 years with New Hope Corporation Interim CEO Shares on Issue 10,293M Executive Director • Extensive mine development & operational experience Paul Crawford • CPA with 4
Slide 3: Sayona Strategy
Sayona Strategy Clear pathway to building the next major, global lithium company Ramp up production at NAL to sustainably optimise production and Optimise operations maximise returns and cashflow generation Expand known mineral resources through drilling programs at NAL and Expand resource Mostly Mo
Slide 4: Investment highlights
Investment highlights Market • Low sovereign/economic risk geographies of Australia and Canada • Exposure to IRA incentives • First operating lithium mine in Quebec Assets • Two of the best North American hard- rock lithium assets • Excellent infrastructure Eeyou Istchee • Large tonnage deposits Jam
Slide 5: North America's leading producer of hard-rock lithium
North America’s leading producer of Abitibi Temiscamingue and hard-rock lithium Eeyou Istchee James Bay Hubs N North American Lithium Moblan Lithium Project Largest NA lithium producer Sayona’s next flagship project 75.4Mt @ 1.18%1 70.9Mt @ 1.15%2 • Only major North American lithium • Emerging hard-
Slide 6: Optimise Operations
Optimise Operations SAYONK
Slide 7: FY24 YTD highlights (end March)
FY24 YTD highlights (end 31 March) NAL ramp-up progresses with production hike Ore Mined Production Shipments 897,968 wmt 106,162 dmt 130,208 dmt Sales Price Costs Revenue A$1,354 / dmt A$1,398 / dmt A$176M ASX:SYA | OTCQB:SYAXF 1. Refer to announcement 26 April 2024 – March Quarterly Report 7
Slide 8: NAL production ramp delivering significant QoQ production increase
Optimise Operations NAL production ramp delivering significant QoQ production increase NAL Global Recovery and Mill Utilisation NAL Global Recovery and Mill Utilisation 100% 80% 80% 79% 78% Production restart and maiden shipments 75% 80% 73% 67% 73% 60% 72% 71% 68% within 2 years of NAL acquisition
Slide 9: Optimise Operations and Guidance
Optimise Operations and Guidance Optimising feed stability to improve utilisation and recovery Concentrate production FY24 140,000 – 160,000 dmt Spodumene concentrate production at 5.4% Li2O Concentrate sales FY24 160,000 – 180,000 dmt Spodumene concentrate sales 5.4% Li2O Crushed Ore Dome ASX:SYA |
Slide 10: Expand Resource Base
=A Expand Resource Base SAYONK
Slide 11: New high-grade lithium pegmatite mineralised zones identified at NAL
Expand Resource Base New high-grade lithium pegmatite mineralised zones identified at NAL High-grade lithium mineralisation is open to the north-west, north- east, south-east and below the MRE pit shell Further drilling planned for 2024 Mineral Resource Estimate to be updated with successful new dri
Slide 12: Drilling results show expansion potential of Moblan Lithium footprint
Expand Resource Base Drilling results show expansion potential of Moblan Lithium footprint Completed exploration drilling totalling 60,084m at Moblan in 2023 Results show high-grade mineralisation identified outside of the current Mineral Resources estimate (MRE) pit shell model in all directions an
Slide 13: Develop Assets
Oe Develop Assets SAYONK
Slide 14: Highly supportive DFS for Moblan Lithium project
Moblan ownership: Sayona 60% | Investissement Quebec 40% Develop Assets Highly supportive DFS for Moblan Lithium project JORC Measured, Indicated and Inferred Resource 70.9 Mt @ 1.15% Li2O1 Easily accessible resource – high grade, low strip ratio, and high Li2O recovery Close to, and well-serviced b
Slide 15: Moblan Lithium DFS – premium hard-rock lithium resource with low-cost potential
Moblan ownership: Sayona 60% | Investissement Quebec 40% Develop Assets Moblan Lithium DFS – premium hard-rock lithium resource with low-cost potential Total Post-tax C$2.2 billion Mine life 21 years C$14.4 billion revenue NPV Net cash Pre-tax Ore 34.5Mt C$6 billion 34.4% 1.36 Li2O flow IRR reserves
Slide 16: Integrate Downstream
[@ Integrate Downstream SAYONK
Slide 17: Lithium carbonate study demonstrates value in downstream integration
NAL ownership: Sayona 75% | Piedmont 25% Integrate Downstream Lithium carbonate study demonstrates value in downstream integration 16 Years C$555M2 Plant Life Project capital cost Low capex pathway to downstream due to existing infrastructure at NAL 23,610t C$2,052M3 Annual carbonate production Afte
Slide 18: Explore Strategic Partnerships
Explore Strategic Partnerships
Slide 19: Partnerships to fund development and vertically integrate supply chain
Explore Strategic Partnerships Partnerships to fund development and vertically integrate supply chain Commodities trading houses Facilitate market access Chemical manufacturers Pathways to downstream integration Battery manufacturers Pursue co-investments Automakers Lock in long-term off take agreem
Slide 20: Sustainability and upcoming milestones
Sustainability and upcoming milestones
Slide 21: Sustainability
Sustainability Creating long term value from sustainable operations • Dedicated OHS team for exploration side Workforce wellness, • Strong commitment to OHS training courses training and development • Share purchase plan open to all employees Diversity, gender equality • Promote hiring of women and
Slide 22: Upcoming events
Upcoming events NAL Moblan Western Australia Corporate Resource update Continuation of Board renewal Resource update Continue drilling at Tabba Tabba Reserve update for depletion* process Achievement of nameplate Development of strategic Continuation of baseline capacity JV drilling at Tabba Tabba E
Slide 23: Connect with us.
Sayona Mining Limited Level 28, 10 Eagle Street info@sayonamining.com.au ACN 091 951 978 Brisbane, Queensland, sayonamining.com.au ASX:SYA 4000 OTCQB:SYAXF Australia Connect with us. James Brown Interim CEO info@sayonamining.com.au Join the conversation Follow us Subscribe to our e-news: +61 (7) 336
Slide 24: Important Information and Disclaimer
Important Information and Disclaimer Important Information and Disclaimer Statements in this presentation are made only as of the date of this presentation unless otherwise stated, and the information in this The Company confirms that it is not aware of any new information or data that materially af