Kingsland Minerals Ltd. · ASX:KNG
Kingsland Minerals — Resources Rising Stars Summer Series (November 2023)
24 slides from Kingsland Minerals's conference presentation, Nov 14, 2023
Slide 1: Large, Leveraged Australian Graphite Opportunity
Large, Leveraged Australian Graphite Opportunity November 2023 Resources Rising Stars Summer Series
Slide 2: Important
Important Nature of this document: The purpose of this presentation is to provide general information about Kingsland Minerals (ACN 647 904 014) (the ‘Company’). Unless otherwise stated herein, the information in this presentation is based on the Company’s own information and estimates as of the dat
Slide 3: Leliyn Graphite
Leliyn Graphite Significant Leliyn has scale, Leliyn has Tier 1 Project Graphite Drill intersections location, NT in a Tier 1 Discovery >200m Australia Location
Slide 4: Why invest in Kingsland Minerals?
Why invest in Kingsland Minerals? Kingsland 100% Outstanding Graphite market China to Market cap at just owns the Leliyn average flake forecast to move introduce $15.2m (26c), $3.7m Graphite Project size of 50 – into deficit from export controls cash, EV $11.5m, in the NT which 80 micron, this year
Slide 5: Graphite Flake Market Moving to Undersupply
Graphite Flake Market Moving to Undersupply Graphite shortage starting in 2023 | Shortage grow to 7Mt by 2040
Slide 6: Graphite Demand driven by Electric Vehicles
Graphite Demand driven by Electric Vehicles EU, UK, China ban ICE by 2035 | 8.4% of new car sales in Aust are EV’s Typical EV battery contains: 52kg Graphite 35 kg Aluminium 29 kg Nickel 20 kg Copper 20 kg Steel 10 kg Manganese 8 kg Cobalt 6 kg Lithium 5 kg Iron There is more graphite than anything
Slide 7: Australian Graphite Production – The Missing Link
Australian Graphite Production – The Missing Link Australia produces nearly all commodity inputs in a lithium-ion battery – it doesn’t produce graphite…yet International Renewable Energy Agency 2023 US Department of Energy 2023
Slide 8: Graphite Production Source – All eggs in one basket
Graphite Production Source – All eggs in one basket China dominates supply of raw, processed and refined graphite products – time to diversify Graphite market controlled by ONE main supplier – China 67% of raw flake graphite 99% of spherical graphite 79% of natural graphite anode China will introduc
Slide 9: Excellent Location
Excellent Location Excellent location in the Pine Creek mining district Core Lithium Finniss Project 250km from Darwin Port with direct rail access Leliyn Graphite Project Existing Infrastructure with a long history of mining and exploration Located on Perpetual Pastoral Lease
Slide 10: Infrastructure in Place
Infrastructure in Place Leliyn Graphite Project Existing Infrastructure Allamber Rail loading area used for Frances Creek Iron Ore Mine in 1970’s Frances Creek Iron Ore Project Haulage road from Frances Creek to rail loading area. Sealed Kakadu and Stuart Highways 110 kV power line Union Reefs Gold
Slide 11: Leliyn Graphite
Leliyn Graphite Drilling since May 2023 • 53 RC holes for 5,400m • 11 Diamond Core holes for 2,400m • 4 diamond holes pending assays Drilling finished mid-November before wet season to support Maiden JORC Resource anticipated Q1 CY2024 Maiden JORC Resource based on initial 5km of total 20km graphiti
Slide 12: Leliyn Graphite
Leliyn Graphite Significant Intersections include: • 206m @ 10.02% from 0m (LEDD_05) • 209m @ 7.39% from 154m (LEDD_04) • 285m @ 6.07% from 0m (LEDD_08) • 158m @ 10.13% from 16m (LERC_17) • 132m @ 8.73% from 0m (LEDD_01) • 128m @ 8.58% from 45m (LERC_18) • 137m @ 7.29% from 13m (LERC_13) • 126m @ 7.
Slide 13: Leliyn Graphite
Leliyn Graphite Average true widths of ~100m confirm significant tonnage potential of Graphitic Schist. Exploration Target Area with drilling to date and location of cross-sections
Slide 14: Leliyn Graphite
Leliyn Graphite Simple geology, 100m outcropping on surface, with true width of up to 150m SECTION 1
Slide 15: Leliyn Graphite
100 Leliyn Graphite m SECTION 2
Slide 16: SECTION
Leliyn Graphite 100m SECTION 3
Slide 17: Petrography LEDD_04 310m showing graphite flakes
Leliyn Graphite 100m Petrography LEDD_04 310m showing graphite flakes
Slide 18: Leliyn Graphite
Leliyn Graphite Graphitic Schist ~100m wide Strike length 20km – Maiden Resource to be within 5km High-grade graphite – 206m @ 10% from 0m (LEDD_05) Outcropping at surface Steeply dipping, simple geology Open at Depth > 200m Average flake size 50-80 Outcropping Graphitic Schist microns
Slide 19: Leliyn Graphite – Going Forward
Leliyn Graphite – Going Forward Drilling proving up tonnage and grade potential • 2023 drilling program complete to provide sufficient data for Mineral Resource Estimation Samples collected for initial metallurgy • Initial work for flotation recovery, concentrate grade and flake size analysis commen
Slide 20: Leliyn Graphite
Leliyn Graphite Significant Leliyn has scale, Leliyn has Tier 1 Project Graphite Drill intersections location, NT in a Tier 1 Discovery >200m Australia Location
Slide 21: Capital Structure
Capital Structure Listed 14 June 2022 58.3m 18.7m $3.7m $15.2m $11.5m Shares on issue Options on issue Cash Market Cap Enterprise (KNG) (KNGO) 30 Sep 2023 ($0.26) Value 11 Nov 2023 Top 20 Shareholders Major Shareholders Directors 17.1% 56% Bacchus Resources Pty Ltd + related party 10.8% Trafalgar Re
Slide 22: Board of Directors
Board of Directors Richard Maddocks Bruno Seneque Nick Revell Managing Director, MSc (Mineral Director, Company Secretary Director BAppSc (Geology) Economics), BAppSc (Geology), Grad B Bus, CPA Dip (Finance & Investment), FAusIMM, • Geologist with 30 years mining GAICD • Corporate finance profession
Slide 23: Contact
Contact kingslandminerals.com.au info@kingslandminerals.com.au +61 8 9381 3820
Slide 24: Competent Persons Statement
Competent Persons Statement The information in this report that relates to Exploration Targets, Exploration Results, Mineral Resources or Ore Reserves is based on information compiled by Richard Maddocks, a Competent Person who is a Fellow of The Australasian Institute of Mining and Metallurgy. Mr.
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