Livium Ltd. · ASX:LIT
Livium — Cobre Montana NL — Investor Presentation (May 2015)
12 slides from Livium's investor presentation, May 2015
Slide 1: Cobre Montana Investor Presentation
Lithium and Cobre Montana COBRE MONTANA INVESTOR PRESENTATION May 2015 DISRUPTIVE TECHNOLOGY TO REVOLUTIONIZE LITHIUM PRODUCTION lithium mica + sulphuric acid = high-purity lithium carbonate + potassium sulphate (fertilizer) & impurity removal 1 May 2015 Copyright © 2015, Cobre Montana NL
Slide 2: Disclaimer
Lithium and Cobre Montana Disclaimer This presentation is for information purposes only. Neither capital expenditures, ore reserves and mineral resources COMPETENT PERSON’S STATEMENT this presentation nor the information contained in it and anticipated grades and recovery rates and are, or may const
Slide 3: Company snapshot
Lithium and Cobre Montana Company snapshot COBRE MONTANA – A UNIQUE FOCUS ON LITHIUM SENIOR MANAGEMENT George Bauk (non-executive chairman-elect) Expert in specialty metals, particularly rare earths. Project management, marketing and financing Adrian Griffin (managing director) Exploration, producti
Slide 4: Disruptive technology to fill the supply gap
Lithium and Cobre Montana Disruptive technology to fill the supply gap ABUNDANT FEED – LITHIUM MICAS, THE FORGOTTEN RESOURCE BATTERY GRADE LITHIUM CARBONATE EXCLUSIVE TECHNOLOGY EXPANDING SUPPLY GAP 4 May 2015 Copyright © 2015, Cobre Montana NL
Slide 5: Company strategy
Lithium and Cobre Montana Company strategy PRODUCTION OF BATTERY-GRADE Li CARBONATE FROM Li MICAS Zero energy footprint Waste materials with no mining cost High feed grades Fast reaction time – low capital cost UTILIZE THE FORGOTTEN RESOURCE Capitalize on the most abundant lithium minerals
Slide 6: Proof of concept
Lithium and Cobre Montana Proof of concept THE CONCEPT BECOMES REALITY Cinovec Lithium Concentrate Grade Li20 K20 CaO Al2O3 FeO MgO S Rb Cs % % % % % ppm ppm ppm ppm Lepidolite - lithium mica 1.81 7.41 1.57 19.3 6.91 367 740 6671 222 K(Li,Al,Rb)3 (Al,Si)4 O10 (F,OH)2 Zinnwaldite - lithium mica K(Li,
Slide 7: Company achievements: April 2015 – a pivotal month
Lithium and Cobre Montana Company achievements APRIL 2015 – A PIVOTAL MONTH 4 1. First lithium carbonate from Cinovec 2. European Metals comments on Li carbonate 3. Cobre and European sign 50/50 JV HoA 4. Cobre reports results of pivotal quarter 3 2 1 7 May 2015 Copyright © 2015, Cobre Montana NL
Slide 8: April 2014 achievements
Lithium and Cobre Montana April 2014 achievements REPRODUCIBLE RESULTS FROM LEPIDOLITE HILL AND CINOVEC CINOVEC EVALUATION ▸ Low operating costs = competitive edge ▸ Energy-efficient process ▸ Valuable by-product credits ▸ Bottom quartile costs <$2000/t of Li carbonate produced ▸ far less than produ
Slide 9: The Cost Profile
Lithium and Cobre Montana The Cost Profile Target 9 May 2015 Copyright © 2015, Cobre Montana NL
Slide 10: The Li market
Lithium and Cobre Montana The Li market CONSUMPTION BY APPLICATION DEMAND FOR Li BATTERIES 2% Aluminium 6% 10% Other 32% 17% Metallurgical powders Chemicals and pharmaceuticals 22% 11% Lubricants Batteries Glass and ceramics PRODUCTION BY COUNTRY Hard-rock producers 1.6% 3.1% Argentina Talison, Gree
Slide 11: Global lithium resources
Lithium and Cobre Montana Global lithium resources The emergence of Cinovec in only 3 months Source: U.S. Geological Survey, Mineral Commodity Summaries, February 2014 Inferred Li Resource of 5.5Mt LCE*, 514.8Mt @ 0.43% Li2O (0.1% Li cut-off) Additional Exploration Target of 3.4-5.3Mt LCE, 350-450Mt
Slide 12: Company advantages
Lithium and Cobre Montana Company advantages VALUE-ADDING FACTORS Alliance with Strategic Metallurgy Partnership with European Metals ▸ Access to technology protected by patent ▸ Large resource. applications. ▸ Low operating cost. ▸ On-going technical support. ▸ Expansion potential. First-mover adva