Lincoln Minerals Limited · ASX:LML
Lincoln Minerals — Shareholder Meeting (November 2015)
18 slides from Lincoln Minerals's shareholder meeting presentation, Nov 27, 2015
Slide 1: Building a World-Class Graphite Project
For personal use only Building a World-‐Class Graphite Project 2015 AGM Managing Director’s Presenta6on LINCOLN MINERALS LIMITED ASX : LML Kookaburra Gully Trench 4 www.lincolnminerals.com.au 12m @ 20.5% graphi=c carbon
Slide 2: Corporate Snapshot
Corporate Snapshot • A focused emerging graphite producer with For personal use only ASX Code LML key projects on SA’s Eyre Peninsula – a proven world-‐class flake graphite province Market Capitalisa@on A$10.5 million • Mining lease applica=on being processed by Shares on issue 268.4 million SA Gove
Slide 3: Investment Case
Investment Case • Focused graphite developer with Australia’s highest quality graphite deposit For personal use only • Flagship assets ideally located in close proximity to necessary infrastructure • Flagship Kookaburra Gully Graphite Project • Very high-‐grade deposit ranked in the world’s top 10
Slide 4: World Class Graphite Assets
World Class Graphite Assets For personal use only South Australia is home to 61% of Australia’s JORC graphite resources including Lincoln’s world-‐class Kookaburra Gully deposit SA’s Eyre Peninsula is highly prospec=ve for further world-‐class discoveries Kookaburra Gully South Australia – ranked
Slide 5: Kookaburra Gully
Kookaburra Gully High-‐grade high-‐quality graphite resource For personal use only Flake graphite JORC Mineral Resource: • 2.2 Mt Indicated and Inferred at 15.1% TGC (5% TGC cutoff) • or 3.16 Mt Indicated and Inferred at 11.5% TGC (2% TGC cutoff) Global Resources by Graphite Grade Skaland,#Norway# N
Slide 6: Graphite Market Fundamentals
Graphite Market Fundamentals BATTERY & ENERGY STORAGE COMMERCIALISATION For personal use only • Graphite is a key input in the manufacture of lithium-‐ion baeeries • Baeeries widely used in electric vehicles, smart phones, portable computer devices and more – baaery backup for solar powered homes a
Slide 7: Kookaburra Gully – Low Impact Mine Plan
Kookaburra Gully – Low Impact Mine Plan For personal use only • Small open pit & process plant (cf Uley Graphite Mine) = small environmental footprint (103 Ha) • Process 250,000 tonnes per annum (tpa) ore Tumby • Produce up to 40,000tpa of high grade (93-‐98% Bay TGC) graphite concentrate Realisabl
Slide 8: Kookaburra Gully Mining Lease Application
Kookaburra Gully Mining Lease Applica@on For personal use only Legend Progress ( ! Roundabout Drainage channel D • Mineral Claims registered OA MC 4372 TAR Natural channel November 2014 OR North West waste dump L AW • MLP lodged February 2015 South waste dump PIL Road • EPBC Referral Legend lodged A
Slide 9: Kookaburra Gully Robust Project Economics
Kookaburra Gully Robust Project Economics For personal use only Low capital investment less than $50 million and compe66ve cash opera6ng costs AMC Conceptual Mine Plan $350.0$ (based on 2012-13 prices) Project#Cash#Flow#(pre;tax#A$m)# $300.0$ 2015 graphite price range $250.0$ for Kookaburra Gully A$
Slide 10: Upside – world-class graphite potential
Upside – world-‐class graphite poten@al For personal use only Project Current Status 2015-‐ 2016 • Indicated & Inferred JORC Mineral • Pilot plant metallurgical studies Resource • Customer and market • 2.2 Mt @ 15.1% TGC development KOOKABURRA GULLY • Scoping studies completed • Obtain ML & approv
Slide 11: Other Projects
Other Projects Mine Development For personal use only Reserves Feasibility Studies Kookaburra Gully Mine Planning Graphite Gum Flat Scoping Studies Hema@te & Magne@te Koppio Resources Eurilla Fe Graphite Minbrie Cu Pb Zn Ag Explora6on Drill Eurilla U Cockabidnie Ni Co Successes Eurilla Cu Pb Zn Cumm
Slide 12: Base metal potential
Base metal poten@al For personal use only • Historical mining on Eyre Peninsula for copper, lead and silver goes back to the mid-‐1800s - Tumby Bay region - Minbrie-‐Cleve-‐Cockabidnie region • Significant new discoveries include Menninnie Dam (lead-‐ zinc), Paris (silver) and Minbrie (copper-‐l
Slide 13: Summary
Summary For personal use only • Focused graphite company with Australia’s highest quality graphite deposit • Flagship Kookaburra Gully Graphite Project • Very high-‐grade deposit ranked in the world’s top 10 highest graphite grade resources • High purity levels of up to 98% TGC easily produced by c
Slide 14: Thank You
subsoil TSF For personal use only WRSF South pit ROM pad WRSF West process plant topsoil Kookaburra Gully Conceptual Mine Plan THANKYOU Dr. A. John Parker Managing Director LINCOLN MINERALS LIMITED +61 8 8274 0243 jparker@lincolnminerals.com.au Lincoln Minerals Limited Emerging Graphite Producer
Slide 15: Important Notice
Important No@ce For personal use only This presenta=on has been prepared by Lincoln Minerals Limited (“LML") and Australian Graphite Pty Ltd (“AGL”) as an aid to a spoken explana=on. It should not be considered as an offer or invita=on to subscribe for or purchase any securi=es in LML or AGL nor as a
Slide 16: Appendix – References
Appendix This presenta=on has been prepared by Lincoln Minerals Limited (“LML") as an aid to a spoken For personal use only explana=on. The informa=on contained in this presenta=on is based on a number of public statements, Quarterly Reports and ASX releases made by LML: References • Lincoln Mineral
Slide 17: Kookaburra Gully Mineral Resource
Kookaburra Gully Mineral Resource For personal use only Lincoln Minerals Limited Emerging Graphite Producer
Slide 18: Koppio Mineral Resource
Koppio Mineral Resource For personal use only Reference: Lincoln Minerals, 2015. Maiden graphite resource for second Lincoln deposit in SA’s Eyre Peninsula lifts total inventory by >50% in this world-class province. Lincoln Minerals limited, ASX Announcement 13 July 2015. Lincoln Minerals Limited Em
Lincoln Minerals — Shareholder Meeting (November 2015) on 6ix