Singapore Exchange Ltd. · SGX:S68
Singapore Exchange — Alliance Mineral Assets — Shareholder Meeting (July 2019)
11 slides from Singapore Exchange's shareholder meeting presentation, Jul 11, 2019
Slide 1: Australian Lithium & Tantalum Producer – EGM Presentation
Australian Lithium & Tantalum Producer EXTRAORDINARY GENERAL MEETING PRESENTATION 11 JULY 2019
Slide 2: Disclaimers
Disclaimers The information contained in this presentation has been prepared by Alliance Mineral Assets Limited (Alliance). This presentation is not an offer, invitation, solicitation or other recommendation with respect to the subscription for, purchase or sale of any securities in Alliance. This p
Slide 3: Company Highlights - January to June 2019
Company Highlights - January to June 2019 Operations • Steady production; upper end of guidance with 78,937t (6% Li2O equivalent) – March Quarter 38,291t lithium concentrate at 6.10% Li2O and 34,380Lbs of Ta2O5 – June Quarter1 38,717t lithium concentrate at 6.20 Li2O and 35,970Lbs Ta2O5 – 63,000t sh
Slide 4: Company Outlook - 2H 2019
Company Outlook - 2H 2019 Operations • July to Dec 2019 Production guidance: 65,000t to 80,000t of spodumene concentrate, in line with Jan to June 2019 guidance • Waste strip ratio to reduce from 12.1:1 to 8.4:1 and will further reduce for the half year ending June 30, 2020 • Reserve upgrade expecte
Slide 5: Bald Hill Lithium & Tantalum Mine - Overview
Bald Hill Lithium & Tantalum Mine - Overview • Alliance owns 100% of the Bald Hill Lithium & Tantalum Mine (Bald Hill Mine or Project) • The Bald Hill Mine: – Is located 130km from Kalgoorlie, Western Australia – Comprises 769km2 – Produces a premium (high Li, low Fe & fines) lithium product – Produ
Slide 6: Bald Hill Exploration
Bald Hill Exploration • Considerable drilling undertaken over past few months. Latest results to be published in upcoming quarterly report. • Exploration drilling in early 2019 showed further evidence of extensive mineralised pegmatite body1. Exploration Strategy • Infill drilling to increase resour
Slide 7: Lithium market trends
Lithium market trends • NEVs* dominate lithium demand • China dominates the NEV market • Global growth in electric vehicles has been strong, +2 million vehicles in 2018: – 61.5% increase for China from 2017 – 69.6% increase for the rest of the world • Chinese government subsidies continue to reduce
Slide 8: Lithium market trends – Cathode materials
Lithium market trends – Cathode materials • Despite strong performance for NEV sales, battery grade lithium carbonate and lithium hydroxide demand has apparently been soft and oversupply has been persistent. • Lithium carbonate prices have been reasonably stable and hydroxide prices have been fallin
Slide 9: Summary
Summary • Bald Hill Mine producing consistently • Targeting a repeat of 65,000t to 80,000t of lithium concentrate for half year, July to December 2019 • Top quality +1mm lithium concentrate (low mica, low iron) • Offtake agreement in place for approximately 50% of lithium concentrate production and
Slide 10: Glossary of Terms
GLOSSARY OF TERMS Li Lithium Li2O Lithium oxide MOU Memorandum of Understanding Mt Million tonnes ROW rest of the world T Tonnes Ta2O5 Tantalum pentoxide 10
Slide 11: Alliance Mineral Assets Ltd contact details
ALLIANCE MINERAL ASSETS LTD | LEVEL 3, 20 PARKLAND RD, OSBORNE PARK, WA 6017 TEL: +61 8 9489 2600 | WWW.ALLIANCEMINERALS.COM.AU MEDIA CONTACT: NATHAN RYAN | NWR COMMUNICATIONS |+61 (0) 420 582 887 11
Alliance Mineral Assets — Shareholder Meeting (July 2019) on 6ix