Elevra Lithium Limited · ASX:ELV
Elevra Lithium — Investor Presentation (April 2020)
25 slides from Elevra Lithium's investor presentation, Apr 20, 2020
Slide 1: Sayona's Expansion Strategy Webinar
20 April 2020 INVESTOR PRESENTATION: SAYONA’S EXPANSION STRATEGY WEBINAR Attached is an investor’s presentation to be used by Managing Director, Mr Brett Lynch at today’s expansion strategy webinar. This announcement is authorised by Sayona’s Board of Directors. For more information, please contact:
Slide 2: Expansion Strategy
EXPANSION STRATEGY INVESTOR PRESENTATION, 20 APRIL 2020 BRETT LYNCH, MANAGING DIRECTOR/CEO, SAYONA MINING GUY LALIBERTÉ, CEO, SAYONA QUÉBEC
Slide 3: Disclaimer
Forward Looking Statements The Company confirms that it is not aware of any new information or data that materially affects the information included in the original market announcement and all material This presentation may contain certain forward‐looking statements. Such statements are assumptions
Slide 4: Webinar Presenters
Brett Lynch MANAGING DIRECTOR/CEO, SAYONA MINING • Senior mining engineer, international company director and CEO with proven track record Webinar • More than 30 years’ experience in the global mining industry, including Presenters North America and Asia‐Pacific • Previous positions at leading resou
Slide 5: Sayona's strategy - stepping up the lithium value chain
Sayona’s strategy ‐ stepping up the lithium value chain. Long term Our expansion strategy Downstream processing Progressing Sayona In combination with partners, generate added value through downstream processing along value chain to Medium term to produce lithium carbonate/hydroxide. drive increased
Slide 6: Company Profile
Company Profile Significant portfolio of lithium exploration properties in Australia and Canada. PLUGGED INTO AN ELECTRIC FUTURE Note: North American Lithium currently subject to a bid from Sayona. Location SLIDE / 5 ASX:SYA shown for reference only.
Slide 7: Leadership Experience counts
• Sayona’s experienced Board and management team have a track record of successfully financing, developing and managing major resource projects around the globe for over 40 years; led by Managing Director, Brett Lynch Leadership Experience • Several of Sayona’s Board members (James Brown, Allan coun
Slide 8: Authier Lithium Project
• 100% owned project, located 45km from mining services hub of Val d’Or • Well understood deposit in established mining district; simple mining method Authier Lithium Project • JORC Ore Reserve (0.55% cut‐off) 12.1Mt @ 1% grade Li2O for 121,590t contained Li2O; JORC Mineral Resource (0.55% Revised D
Slide 9: Approval process on track
• BAPE permitting process underway for Authier project, including new EIS and community consultation Approval process on track • EIS feedback received – no ‘show stoppers’ • Process expected to take approximately 13‐18 months, with government decision expected by late 2020 • Pending regulatory appro
Slide 10: Tansim Project
• Exploration Target* for Viau‐Dallaire prospect estimated at between 5‐25 Mt, at estimated grade 1.2% ‐ 1.3% Li2O** Tansim Project Located 82km • Mineralisation open in all directions south‐west of Authier; comprises 141 mineral claims • Potential to become new lithium deposit, supporting spanning
Slide 11: Western Australian lithium portfolio (JV)
Western Australian lithium portfolio (JV) • 1,679 km2 lithium project area in world‐ class province PLUGGED INTO AN ELECTRIC FUTURE SLIDE / 10 ASX:SYA
Slide 12: Altura JV to speed development of WA assets
• Earn‐in agreement signed August 2019 with leading lithium producer Altura Mining (ASX:AJM) to jointly develop WA lithium portfolio Altura JV to speed development of WA assets • Altura to spend $1.5m on exploration over three years to earn 51% interest • Agreement requires minimum 2,500m drilling a
Slide 13: North American Lithium
North American Lithium Substantial synergies with nearby Authier project PLUGGED INTO AN ELECTRIC FUTURE SLIDE / 12 ASX:SYA
Slide 14: Established mine with concentrator offers potential for low capex start-up
• Over C$400m invested to date, including open pit mine, primary crusher, mill and processing facility, ball mill and concentrate plant • Located in Abitibi, 60km from Sayona’s Authier Lithium Project North American • Access to low‐cost hydroelectric power Lithium • Produced c. 114,000t spodumene in
Slide 15: Implementation Team
• Sayona team includes companies and advisers with necessary operational experience, financial capacity and technical know‐how to ensure successful project scoping, start‐up and operation: Implementation Team Operational expertise based on Engineering / mine plan Technological solution provider Sayo
Slide 16: Why Sayona? Four key reasons for winning bid
Why Sayona? Four key reasons for winning bid: 1. Unique advantage of blending lithium ore from Authier with NAL to achieve North American significant improvement in NAL plant performance and economics. Lithium Authier key to 2. Bid team has proven, world‐class operational experience in successfully
Slide 17: Sayona and the Québec lithium strategy
Sayona and the Québec lithium strategy • Québec aims to develop a complete lithium value chain, including downstream processing Québec lithium strategy • Proximity to established markets in North America eg. Tesla gigafactories, with benefit of clean and green hydropower in Québec, access to establi
Slide 18: Québec backs lithium industry
Québec backs lithium industry • Québec Premier: “Lithium is a jewel” for province’s future; eyes “100% Québec batteries” Québec Government • Québec Economy Minister Pierre Fitzgibbon: Authier one of three key lithium projects support for province together with Nemaska and NAL Budget funding, subsidi
Slide 19: Sayona's expansion strategy: built on strong foundations
Current assets Experienced leadership Developing Authier, Tansim and Strong track record of developing mining Sayona’s expansion WA assets projects worldwide strategy: built on strong foundations Leveraging assets Quebec support Substantial synergies from integrating NAL Building on province’s uniqu
Slide 20: Q&A session
Q&A session • Sayona’s MD, Brett Lynch and/or Sayona Québec CEO, Guy Laliberté will address questions from this presentation Q&A • For follow‐up questions please refer to the contacts page (following) • A recording of the webinar will be available on Sayona’s website PLUGGED INTO AN ELECTRIC FUTURE
Slide 21: Contacts
Contacts Brett Lynch Sayona Mining Limited Managing Director ACN 091 951 978 Suite 68, 283 Given Terrace info@sayonamining.com.au Paddington, Queensland, 4064 +61 (7) 3369 7058 Brisbane, Australia Subscribe to Sayona’s e‐news: http://sayonamining.com.au/subscribe/ Join the conversation on Twitter: @
Slide 22: Appendix
Appendix PLUGGED INTO AN ELECTRIC FUTURE SLIDE / 21 ASX:SYA
Slide 23: JORC Ore Reserve
JORC ORE RESERVE (0.55% cut‐off) Authier JORC ore PROVEN TONNES GRADE (Li20) CONTAINED (Li20) reserve and resource. 6.1 Mt 0.99% 60,390 Majority of Ore Reserve hosted in one large pegmatite – 1.1km long, PROBABLE TONNES GRADE (Li20) CONTAINED (Li20) 200m deep and 35m 6.0 Mt 1.02% 61,200 wide – outcr
Slide 24: JORC Mineral Resource
JORC MINERAL RESOURCE (0.55% cut‐off) MEASURED TONNES GRADE (Li20) CONTAINED (Li20) Authier JORC ore reserve and 6.58 Mt 1.02% 67,100 resource. Deposit well understood INDICATED TONNES GRADE (Li20) CONTAINED (Li20) 31,000m of drilling in 176 holes. 10.6 Mt 1.01% 107,100 INFERRED TONNES GRADE (Li20)
Slide 25: Mining operation
Mining operation • Simple mining method • Competitive mining costs • Low capex • Large, thick, tabular body • World‐class infrastructure PLUGGED INTO AN ELECTRIC FUTURE SLIDE / 24 ASX:SYA