Anson Resources Limited · ASX:ASN
Anson Resources — Investor Presentation (July 2024)
24 slides from Anson Resources's investor presentation, July 2024
Slide 1: Corporate Presentation: Charging America's Future
CHARGING AMERICA’S FUTURE CORPORATE PRESENTATION July 2024 Anson Resources | ASX: ASN
Slide 2: Disclaimer & Important Notice
DISCLAIMER & IMPORTANT NOTICE The information contained in this confidential document ("Presentation") has been prepared by Anson Resources Limited (the "Company"). It has not been fully verified and is subject to material updating, revision and further amendment. The Information many not be distrib
Slide 3: Green lithium made in the USA
Green lithium made in the USA • Critical role in onshoring the lithium supply chain in the U.S.A. • Anson’s lithium extraction process is more efficient, uses less water, and produces less CO2 than traditional methods. Green River: Rapid Development • Brownfield site on private land, acquired in Sep
Slide 4: Positioned for Growth: 30,000tpa Phased Modular Design
POSITIONED FOR GROWTH: 30, 000tpa Phased Modular Design 45,000tpa of • Phase 1 – Lithium production of 10,000tpa will fund, via other critical free cashflow, future growth and expansion stages. • Phase 2 – Approximately 2 years following full production, the Company would have sufficient accumulated
Slide 5: Interpreted Lithium Resource: North Paradox Basin
INTERPRETED LITHIUM RESOURCE: NORTH PARADOX BASIN The Paradox Basin has the potential to contain a world class/size lithium brine resource. Interpreted lithium resource GREEN Can be interpreted due to the continuous RIVER nature of the brine containing units within the Paradox Basin (Estimate from 3
Slide 6: Green River
GREEN RIVER: rs U Gas / Major natural gas pipeline 1/4 ml from plant. A Proximity to township Located in Green River 2 mi from the town center, with access to town water and sewerage, and a community for employees. / site due to the former uranium een —> ( processing facility on adjacent wer ¢ land.
Slide 7: The Anson Way
THE ANSON WAY: 2a HIGH SUBSIDY Us lithium in US EV Inflation Reduction Act @@ For US lithium producers from US ELECTRIC VEHICLE $ US Department of Energy t LOW CARBON LOW LAND FOOTPRINT ! Brine flows naturally No evaporation ponds : without pumping Neowalina and no pretreatment LOW Brownfields - inf
Slide 8: Direct Lithium Extraction Process and Purification Process
DIRECT LITHIUM EXTRACTION PROCESS hi & AND PURIFICATION PROCESS (EV GRADE) a Lithium 10,000 tons LCE/year 95+% of Water Recycled "a 6 1 Oo 2 © 4 3 ff . Y LiCl molecule Lithium in brine is rich brine Remove Evaporated, minor traces preci itated, of elements and dried to like magnesium produce lithium
Slide 9: Green River
GREEN RIVER: September February April | May : a oH )hOlUdh C6 6mB< at site and cost + sharing via investment. Acquired 57 Approvals granted Completed drilling of Approval from hectares of private, _ for drilling Resource Bosydaba 1 Well State of Utah brownfield land drilling commences (11,200 ft) Cl
Slide 10: Koch Technology Solutions: Technology and Investment
KOCH TECHNOLOGY SOLUTIONS: TECHNOLOGY AND INVESTMENT • Agreement with Koch Technology Solutions for testing of a Li-Pro Lithium Selective Sorption (LSS) pilot unit using brine from the Green River Lithium Project. • KTS treatability study in May 2024 indicated exceptional results for lithium recover
Slide 11: Koch Technology Solutions: Technology and Investment
KOCH TECHNOLOGY SOLUTIONS: TECHNOLOGY AND INVESTMENT • KTS is the technology licensing business of Koch Engineered Solutions (KES), a private company established in 1945. KES is a subsidiary of Koch the second largest private company in the USA with annual turnover of more than $125 billion. • KTS c
Slide 12: Paradox Lithium Project: Phase 1 DFS Highlights
PARADOX LITHIUM PROJECT: PHASE 1 DFS HIGHLIGHTS Production Life Total Revenue 13,074 tpa (Y1-10) 23 years US$ 5,080 m Additional Upside Value • Revenue from valuable by-products (Boron) has not been included in the economic analysis IRR CAPEX Annual EBITDA2 47% US$ 495 m US$ 153 m • Future Phase 2 e
Slide 13: Low Operating Cost: First Quartile
LOW OPERATING COST: FIRST QUARTILE Global Lithium Carbonate Equivalent C1 Cost Curve (2025)1,2 30,000 25,000 USD per tonne 20,000 Paradox Lithium Project DFS2 Years 1-10 15,000 10,000 5,000 - - 500 Kt LCE 1,000 1 – Source: Benchmark Minerals Intelligence (Q1 2024) Lithium Quarterly report. 2 – Parad
Slide 14: Government Policy
GOVERNMENT POLICY: V > somes LO ) —_ L* MATERIAL” < Investment PP&E bn — 1h i New PP&E Producing { JAPAN Finished Materials REP. 1H, GG08 KOREA L Finished material . USA 4 xt a - RAW < MATERIALS = = = x CHILE ,—* AUSTRALIA Pre IRA , Post IRA ARGENTINA ACV. OARCRI
Slide 15: Availability: Does It Matter?
AVAILABILITY: DOES IT MATTER? NORTH AMERICAN DEMAND AND SUPPLY OF IRA COMPLIANT LITHIUM 800,000 700,000 600,000 500,000 400,000 300,000 200,000 100,000 0 2024 2025 2026 2027 2028 2029 2030 Lithium Hydroxide Supply IRA - Base Lithium Carbonate Supply IRA - Base Lithium Hydroxide Supply IRA - High Lit
Slide 16: Availability: Yes, It Does
AVAILABILITY: YES, IT DOES NORTH AMERICAN DEMAND AND SUPPLY OF IRA COMPLIANT LITHIUM (REALISTIC) 800,000 700,000 600,000 500,000 400,000 300,000 200,000 100,000 0 2024 2025 2026 2027 2028 2029 2030 Lithium Hydroxide Supply Domestic USA Lithium Carbonate Supply Domestic USA Supply Lithium Hydroxide S
Slide 17: Clean Lithium: Game Changing
CLEAN LITHIUM: GAME CHANGING Nh & ANSON'S LITHIUM EXTRACTION TECHNOLOGY IS GAME CHANGING ANSON Lithium can now be produced with: PRODUCTION OF HIGHER PURITY >99.95% Li2CO3* Longer life battery ‘ Qin Purity High Purity . >99.95% Lessemissions Less water Less waste Less chemicals 6 LESS WATER CONSUMPT
Slide 18: Recycling - Efficient Water Use: Additional ESG Attributes
FOCUS OF INNOVATION PROGRAM RECYCLING - EFFICIENT WATER USE: ADDITIONAL ESG ATTRIBUTES GALLONS OF WATER CONSUMED A1 LITHIUM WATER RIGHTS 1x10 ears 1x Manufacturing 1x EV Battery of Corn T-Shirt Produced from 3, 000 Anson's Lithium ACRE FEET PER ANNUM % O O 66 6 O Leased 66 6660660 370g ere) ouBedl 2
Slide 19: ESG Engagement Strategy
ESG ENGAGEMENT STRATEGY qq404 qa744 qqaq4 4444 4117 ON eN ERG 4797 Cages Cease 7.08 C1 ENVIRONMENTAI SOCIAL GOVERNANCE > Non-intrusive extraction method. > Revitalization of regional areas & labor force. > Commitment to ethical and transparent No chemicals or open mining; 500 jobs directly created d
Slide 20: Forecast Contribution to the Community
FORECAST CONTRIBUTION TO THE COMMUNITY A PHASE 2 ONGOING WORKFORCE ~~ ww ~150 = ADDITIONAL UPSIDE VALUE 297 - 500 Noe » > Anson's World Class Mineral Resource supports continued production well beyond the modelled 23 year life of mine. CONSTRUCTION ONGOING WORKFORCE > Revitalizing America’s Manufact
Slide 21: Ajana: Expanding Anson's Critical Minerals Portfolio
AJANA: EXPANDING ANSON’S CRITICAL MINERALS PORTFOLIO AJANA PROJECT, WESTERN AUSTRALIA • Anson’s discovery of Gallium, Indium, Germanium and Barium expands Anson’s portfolio of Critical Minerals strategic to geopolitics and world trade* • China, which produces 98% of the worlds Gallium and 92% of Ger
Slide 22: Experienced Board & Executive Team
EXPERIENCED BOARD & EXECUTIVE TEAM Bruce Richardson, B.A (Hons) Executive Chairman and CEO Proven track record of 15 years in exploration, mining and production in public and private companies. Over 30 years of international business experience. Raised over $220 million of investment for mining proj
Slide 23: Thank You
CHARGING AMERICA’S FUTURE THANK YOU US 949-508-7834 info@ansonresources.com www.ansonresources.com 660 Newport Center Drive, Newport Beach, CA Anson Resources | ASX: ASN
Slide 24: Competent Person's Statement
COMPETENT PERSON’S STATEMENT Competent Person’s Statement 1: The information in this presentation that relates to exploration results, exploration targets and geology is based on information compiled and/or reviewed by Mr Greg Knox, a member in good standing of the Australasian Institute of Mining a