Lithos Group Ltd · CSE:LITS

Lithos — Investor Presentation (April 2024)

17 slides from Lithos's investor presentation, Apr 18, 2024

  1. Slide 1: Sustainable Lithium Extraction

    Corporate Presentation | Spring 2024 Confidential Sustainable Lithium Extraction “The urgent need for cost-effective and sustainable lithium is transforming the industry landscape." Scott Taylor CEO Lithos

  2. Slide 2: Disclaimer

    Confidential DISCLAIMER No securities commission or securities regulatory authority or other regulatory authority has reviewed, passed upon or endorsed the accuracy or adequacy of this document. Any representation to the contrary is unlawful and is expressly disclaimed by Lithos Group Ltd., Lithos T

  3. Slide 3: Sustainable Lithium Production Without Evaporation Ponds

    Confidential PURPOSE Sustainable Lithium Production Without Evaporation Ponds Demand for lithium forecasted to grow 4.5x by 2035* *Source: Benchmark Mineral Intelligence (2024) 2

  4. Slide 4: Evaporation Ponds

    Confidential EVAPORATION PONDS Existing production method employs plastic-lined pits stretching for miles Ponds consume equivalent of 40 Panamax cargo vessels of water and chemicals per year 3

  5. Slide 5: Massive Scale of Evaporation Ponds

    Confidential MASSIVE SCALE OF EVAPORATION PONDS Footprint of SQM’s production facility in Chile rivals the size of San Francisco Atacama Desert - Chile San Francisco 5 Miles 5 Miles 70% of Global Lithium will be extracted using evaporation ponds unless there is change 4

  6. Slide 6: Unsustainable & Inefficient Extraction

    Confidential PROBLEM Chemical-Intensive Evaporation Ponds: The Unsustainable Bottleneck in Lithium Production UNSUSTAINABLE & INEFFICIENT EXTRACTION 40%+ OF RESOURCE LOST CHEMICALLY INTENSIVE SLOW (9+ MONTHS) Environmental regulators have instructed producers to cease using evaporation ponds and an

  7. Slide 7: Key Investment Highlights

    Confidential KEY INVESTMENT HIGHLIGHTS  Dramatically increases lithium production AcQUA technology is patent-pending  AcQUA pre-treatment technology for brines and field-proven at Industrial Scale that eliminates the need for evaporation ponds, reagents and fresh water  Global Lithium demand expl

  8. Slide 8: Technology

    Confidential TECHNOLOGY Patent-pending process eliminates need for freshwater and reagents and has demonstrated a proven 93% lithium yield from complex field brines Proven >93% Recovery Electricity Pressure Yield of Lithium C02 <2 Weeks Raw Brine 1 3 Direct LCE Conversion TiERRA Professionally Manag

  9. Slide 9: Enables DLE

    Confidential ENABLES DLE Direct Lithium Extraction (DLE) Lithium Brine Value Chain Carbonate-> Raw Brine 1 2 3 4 5 Hydroxide-> Condition Pre-Treat Direct Li Extraction Product Conversion  The upstream pre-treatment efficiency represent the key bottleneck to the commercial viability of any DLE techn

  10. Slide 10: Multifaceted Value Prop for Customers

    Confidential MULTIFACETED VALUE PROP FOR CUSTOMERS For Existing South American Producers: AcQUA Field Module for Brines  Higher Yields – Recovery Factor of over 90% can boost yields ~2x Manufactured in USA: ensures quality & rapid delivery  Increased Production Volumes – Higher re-injection rates

  11. Slide 11: TiERRA Boosts Production Without Ponds

    Confidential TiERRA BOOSTS PRODUCTION WITHOUT PONDS Re-Injection Enables up to 3x Production from Existing Mines Raw Brine 1 2 TiERRA Professionally Managed Pre-Treated Brine Re-injection • re-injection technology allows existing brine producers to accelerate production expansion projects by mitigat

  12. Slide 12: Market Size

    Confidential MARKET SIZE Global production process transformation away from evaporation ponds drives massive addressable market growth for & TiERRA TAM – Current (2024): TAM – Projected (2035): $14 Billion $70 Billion 350,000-ton LCE / year cumulative Additional 3.3 million-ton LCE / current lithium

  13. Slide 13: Upcoming Milestones

    Confidential UPCOMING MILESTONES Lithos began manufacturing multiple demo scale systems in Q1 2024. Large and growing executable sales pipeline Q1 Q2 Q3 Q4 Q1 Customer Status Beyond 2024 2024 2024 2024 2025 Customer A Testing BCD CD EF Customer B Purchase Order AB CD Demo System AB AB ABC C CD Manuf

  14. Slide 14: Comparative Landscape

    Confidential COMPARATIVE LANDSCAPE Commercial value of has yet to be recognized by the market  Competitor valuation have soared despite having inferior capabilities to Lithos $2.2 Billion Market Cap. Raised $145M Series C in Feb. 2024 x Processed only 14m3/day in 2023 x Reliant on freshwater and ch

  15. Slide 15: Financial Snapshot 'LITS'

    Confidential FINANCIAL SNAPSHOT ‘LITS’  Issued & Outstanding: 83.6 million  Reserved for Issuance: 16.5 million  Insider Ownership: 60% Management │ 27% Institutional  Market Capitalization: USD$50 million Note: Financials as of March 22, 2024. 15

  16. Slide 16: Executive Management Team

    Confidential EXECUTIVE MANAGEMENT TEAM Scott Taylor / CEO, Director Scott has over 20 years of direct experience spanning finance, energy, mining, defense, and civil engineering industries. Scott has scoped, built and sold over US$2SO million in technical solutions. Scott graduated from Franklin Col

  17. Slide 17: Contact

    Confidential • Online: www.lithostechnology.com CONTACT • Phone: 1-877-548-4671 • Email: info@lithostechnology.com 17

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