Lithium Energy Ltd. · ASX:LEL
Lithium Energy — Investor Presentation (June 2021)
23 slides from Lithium Energy's investor presentation, Jun 22, 2021
Slide 1: Market Announcement
Tuesday, 22 June 2021 ASX Code : LEL MARKET ANNOUNCEMENT Investor Presentation Lithium Energy Limited (ASX:LEL) (Lithium Energy) is pleased to attach a copy of an Investor Presentation. AUTHORISED FOR RELEASE - FOR FURTHER INFORMATION: William Johnson Executive Chairman T | (08) 9214 9737 E | cosec@
Slide 2: Powering the future
LITHIUM ENERGY LIMITED Powering the future June 2021
Slide 3: Building an International Battery Minerals company for the global EV industry
Lithium Energy Limited (ASX:LEL) is building an International Battery Minerals company to meet the needs of the global EV Industry IPO (May 2021) raised $9,000,000 to fund development of highly prospective Battery Minerals projects with immediate focus on Solaroz exploration which offers near-term u
Slide 4: EV growth drives substantial increase in demand for lithium and graphite
Growth in electric vehicle (EV) sales is leading to substantial increase in demand for Lithium & Graphite 1,000 KT 14,000,000 LCE 250 KT 2020 2025 50 KG LITHIUM CARBONATE EQUIVALENT (LCE) 3,000,000 450 KG 2020 2025 50 KG GRAPHITE GRAPHITE TYPICAL 60 KWH 200 KT EV BATTERY 2020 2025 Source: Bloomberg
Slide 5: Lithium Carbonate Prices have increased over 100% since late 2020
Lithium Carbonate Prices have increased over 100% since late 2020 Factors driving the increase in LCE pricing include: • Rising global demand for EVs. • European government subsidies – 1/3 of all new European passenger car sales are now ‘alternatively’ powered. • China has invested $60 Billion to su
Slide 6: Solaroz is located in the prolific 'Lithium Triangle' in Argentina
Solaroz is located in the prolific ‘Lithium Triangle’ in Argentina • World’s largest reserves of lithium are found in the Lithium Triangle. • Argentina is the world’s third largest producer of lithium after Australia and Chile. • Solaroz is located in an extremely prospective part of the Lithium Tri
Slide 7: Lithium brine projects have significant advantages compared to hard rock lithium
Lithium Brine Projects have significant advantages when compared to hard rock lithium 1 Operating costs are lower | Simple production process | More Environmentally Friendly 1 Salt flat 6
Slide 8: Solaroz is located in a highly prospective location
Solaroz (LEL 90%1) is located in a highly prospective location • 12,000 Hectares of tenements adjacent to Orocobre (ASX/TSX:ORE, Mkt.Cap. ~A$2 Billion) and Lithium Americas Corporation (NYSE/TSX:LAC, Mkt.Cap ~US$1.7 Billion). • ORE (Salar de Jujuy JV with Toyota Tsusho Corp.) is already a low cost,
Slide 9: Exploration Target of 1.5 to 8.7 Million Tonnes of LCE for Solaroz
Exploration Target of 1.5 to 8.7 Million Tonnes of LCE @ 500 – 700mg/L Li for Solaroz1 (The Exploration Target’s potential quantity and grade is conceptual in nature, there has been insufficient exploration to estimate a Mineral Resource, and it is uncertain if further exploration will result in the
Slide 10: Solaroz tenements located within 20km of Orocobre's northern bore field
The majority of the Solaroz tenements are located within 20km of Orocobre’s northern bore field and within same Salar (Basin) Photo taken here, looking south 9
Slide 11: Tenement area is mostly flat with ample space for evaporation ponds
The tenement area is mostly flat and includes ample space for evaporation ponds Photo taken here, looking South Orocobre 10
Slide 12: Solaroz tenement area wraps around the NW corner of the Olaroz Salar
The Solaroz tenement area wraps around the NW corner of the Olaroz Salar Photo taken here, looking North 11
Slide 13: Interpretation of historical exploration highlights Solaroz prospectivity
Interpretation of historical exploration highlights Solaroz prospectivity • Historical Gravity and Audio-frequency Magnetotellurics (AMT) Surveys conducted by Orocobre1 intersect or are adjacent to Solaroz tenements – Gravity readings assist in providing thickness of Salar sediments, and structural
Slide 14: AMT Surveys demonstrate potential for lithium rich brine under Solaroz tenements
AMT Surveys in particular demonstrate potential for Lithium rich brine to extend under Solaroz tenements • Interpretation of North AMT Surveys shows conductive brines extending underneath Payo and Chico tenements • Interpretation West AMT Survey shows conductive brines extending underneath Mario Ang
Slide 15: Conceptual Geological model for Solaroz
Conceptual Geological model for Solaroz • The Deep Sand Unit in the Salar de Olaroz Basin has accumulated lithium-rich sediments over millions of years • Alluvial deposits have more recently encroached over the western and northern parts of the salar • The Solaroz tenements sit on these recent alluv
Slide 16: Next Steps for Solaroz
Next Steps for Solaroz • Environmental Impact Assessment (EIA) pending approval by regional mining authority (Jujuy) to cover 2 year work programme including: – Mapping, sampling and geophysics (including Passive Seismic) to validate geological model, and select targets for drilling. – Drilling prog
Slide 17: Burke Graphite Deposit (LEL 100%), Queensland, Australia
Burke Graphite Deposit (LEL 100%), Queensland, Australia One of the world’s highest grade deposits of flake graphite • JORC Inferred Mineral Resource 6.3 million tonnes @ 16.0% Total Graphitic Carbon (TGC) for 1,000,000 tonnes of contained graphite1. • Includes 2.3 million tonnes @ 20.6% TGC (with a
Slide 18: Next Steps for Burke Graphite
Next Steps for Burke Graphite Testwork • Further testwork by CSIRO and others to provide samples to potential off-take partners Exploration – Corella Prospect • High Grade Graphite occurs from surface sampling at Corella prospect • Graphite outcrops in a flat lying synform, with low strip ratio pote
Slide 19: Lithium Energy Limited has a highly experienced Board
Lithium Energy Limited has a highly experienced Board with strong Leadership, Technical and Commercial skills Chairman - William Johnson Director- Mr Farooq Khan MA (Oxon), MBA, MAICD Bjuris, LLB (Western Australia) Mr Johnson holds a Masters degree in Engineering Science from Oxford University, Far
Slide 20: Summary – well positioned for forecast global growth in battery minerals demand
Summary – Lithium Energy is well positioned to take advantage of forecast global growth in demand for key battery minerals 14,000,000 Lithium • Solaroz offers significant upside potential, given its location next to Orocobre’s producing project – a great address! • Exploration program to test geolog
Slide 21: Australia
Australia William Johnson Executive Chairman Lithium Energy Limited Tel: +61 8 9214 9737 Mob: +61 419 047 460 wjohnson@lithiumenergy.com.au 20
Slide 22: Disclaimer
This document has been prepared by Lithium Energy Limited (the "Company” or “LEL”). No representation, expressed or implied, or warranty as to the accuracy or completeness of the information contained herein is made by any party and nothing contained herein shall be relied upon as a promise or repre
Slide 23: JORC Code (2012) Competent Person's Statement - Solaroz Lithium Brine Project
JORC CODE (2012) COMPETENT PERSON’S STATEMENT - Solaroz Lithium Brine Project The information in this document that relates to Exploration Targets and other Exploration in relation to the Solaroz Lithium Brine Project (Argentina) is extracted from the following ASX market announcements made by Lithi