Lightning Minerals Limited · ASX:L1M
Lightning Minerals — Investor Presentation (November 2023)
24 slides from Lightning Minerals's investor presentation, Nov 3, 2023
Slide 1: Focused exploration, dynamic discoveries
For personal use only Focused exploration, dynamic discoveries Corporate Presentation ASX:L1M November 2023 lightningminerals.com.au
Slide 2: Disclaimer
ASX:L1M Disclaimer This presentation has been prepared by Lightning Minerals Ltd ACN 656 005 122 (‘Company’) to provide readers with or oral communications transmitted to the reader in the course of its evaluation to participate in a potential transaction background information only to obtain a gene
Slide 3: What. Why. How.
ASX:L1M What. Why. How. Exposure to the high growth critical minerals thematic through For personal use only project exploration, discovery and development. MACRO OPPORTUNITY EXECUTION Underinvestment in the critical Policy-driven electrification of Environmentally sustainable supply minerals sector
Slide 4: Investment Highlights
ASX:L1M Investment Highlights For personal use only Strong Asset Base Team Critical Minerals Growth and Underexplored assets in Multi-disciplined team Key critical minerals Execution Clear strategy for growth proven Lithium regions – with proven track record exposure across projects with multiple ta
Slide 5: Corporate
$0.14 $3.51m 37,258,543 Options $6.48m 49.9m At 02/11/23) 30 September 23 4,800,000 Performance Shares SHARE MARKET CAP CASH Shares on OPTIONS (Appendix 5) PRICE Issue ASX:L1M Corporate For personal use only CRAIG SHARPE ALEX BIGGS F R A N E S C O C A N N AV O NON-EXECUTIVE CHAIR MANAGING DIRECTOR N
Slide 6: The Electric Revolution
MACRO The Electric 01 ASX:L1M Policy Driven Change Revolution A significant increase in critical minerals is required for the rapid deployment of clean energy technologies as mandated by global government For personal use only policy 02 Mass Adoption By 2035, more than half of new passenger vehicles
Slide 7: The Critical Minerals Market
MACRO ASX:L1M The Critical Minerals Market For personal use only Critical minerals demand to rise by as much as 6x but individual minerals led by Lithium to rise even faster Source: IEA https://www.iea.org/ Source: IEA 7
Slide 8: Projects Overview
ASX:L1M Projects Overview For personal use only Tw o p ro j e c t s a c ro s s t w o c r i t i c a l m i n e r a l s s u p e r p ro v i n c e s i n T i e r- 1 m i n i n g j u r i s d i c t i o n s i n p ro x i m i t y t o m a j o r R e s o u rc e s a n d i n f r a s t r u c t u re . We s t e r n A u
Slide 9: Dundas Project
Li Dundas Project Lithium ASX:L1M 4 Project Areas 01 Located in the emerging lithium super province in For personal use only Western Australia, close to major Resource projects and WESTERN AUSTRALIA infrastructure Location 02 Northern tenement 30km east of Bald Hill 26.5Mt at 1.0% Li2O. Southern ten
Slide 10: Dundas Results
Li Dundas Results Lithium ASX:L1M S t ro n g L i t h i u m re s u l t s j u s t i f y e x p l o r a t i o n d r i l l i n g a c ro s s m u l t i p l e t a rg e t s S o u t h e r n a n d Northern tenements For personal use only WESTERN AUSTRALIA Lithium anomalism identified across multiple leases sup
Slide 11: Quebec: A Lithium Powerhouse
Li Lithium Quebec ASX:L1M A Lithium Powerhouse For personal use only 7 companies have already CANADA contributed over 300Mt+ Lithium a t h i g h L i 20 g r a d e s Te a m e x p e r i e n c e d i n C a n a d i a n exploration, discovery and project growth Strategic location as a North American batter
Slide 12: Dalmas Project
QUEBEC Li Dalmas Project Lithium ASX:L1M Pegmatite Identification and Target 01 Truthing Multiple pegmatites identified. Coincident with multispectral For personal use only targets. Indicator minerals identified that may demonstrate Lithium-Caesium-Tantalum (LCT) pegmatite emplacement10 CANADA Targe
Slide 13: Hiver Project
QUEBEC Li Hiver Project Lithium ASX:L1M Pegmatite Identification and Target Truthing 01 Multiple pegmatites identified. Coincident with multispectral For personal use only targets. Indicator minerals identified that may demonstrate Lithium-Caesium-Tantalum (LCT) pegmatite emplacement10 Targets CANAD
Slide 14: Catalysts for Growth
ASX:L1M Catalysts for Growth Ta rg e t i n g L C T P e g m a t i t e M i n e r a l i s a t i o n i n A u s t r a l i a a n d C a n a d a For personal use only Q4 23 Q1 24 Q2 24 Q3 24 Assay results for Dundas Further drilling on Dundas AUSTRALIA Infill Lithium soil sampling E63/2000 tenement WESTERN
Slide 15: Commitment to ESG
ASX:L1M Commitment to ESG Preparedness For personal use only 01 Future Focused Projects focused on evolving critical minerals and green energy thematic 02 Preparing for ESG Compliance Development of an ESG framework underway to ensure roadmap to ESG compliance and ESG related future funding requirem
Slide 16: Investment in Lightning Growth Strategy
ASX:L1M Investment in Lightning Growth Strategy Multiple targets and work programs. Low EV in a For personal use only relevant and growing sector. Project evaluation and acquisition is a key Experienced Team part of the Company's strategy Multi-disciplined team. Proven track records of company growt
Slide 17: Appendix – Other Projects
ASX:L1M Appendix 1 – Other Projects A d d i t i o n a l e x p o s u re t o c r i t i c a l m i n e r a l s , b a s e m e t a l s a n d g o l d i n We s t e r n A u s t r a l i a • Proximity to primary Nickel mines such as Scotia to the For personal use only Mt Jewell Ni west, Carr Boyd to the East a
Slide 18: Appendix – Relevant Announcements
ASX:L1M Appendix 2 – Relevant Announcements For personal use only 1A S X a n n o u n c e m e n t 0 9 F e b r u a r y 2 0 2 3 - G e o p h y s i c a l I n t e r p re t a t i o n I d e n t i f i e s 2 8 Ta rg e t A re a s 2 A S X a n n o u n c e m e n t 2 3 M a r c h 2 0 2 3 - L i t h i u m S o i l A n
Slide 19: Appendix 3a – Soil Sampling Results Dundas
ASX:L1M Appendix 3a – Soil Sampling Results Dundas Dundas South Lithium Results For personal use only 2A S X announcement 23 March 2023 - Lithium Soil Anomaly Identified at Dundas South Project 3A S X a n n o u n c e m e n t 2 3 J a n u a r y 2 0 2 3 - S o i l Sampling Identifies Lithium-Rubidium An
Slide 20: Appendix 3b – Soil Sampling Results Dundas
ASX:L1M Appendix 3b – Soil Sampling Results Dundas Dundas North Lithium Results (including Rubidium and Caesium) For personal use only 4A S X announcement 01 May 2023 - Further Lithium Anomalism Identified at Dundas Project 20
Slide 21: Appendix 4a – Dalmas and Hiver Pegmatites
ASX:L1M Appendix 4a – Dalmas and Hiver Pegmatites Dalmas and Hiver Pegmatite Discovery For personal use only Left: Pegmatite outcrop within the Dalmas Project (317026mE, 5943450mN, WGS 84/UTMZ19N), and Right: Large Quartz Feldspar Biotite Pegmatite Boulder located at 319995mE, 5940922mN, WGS 84/UTMZ
Slide 22: Appendix 4b – Dalmas and Hiver Pegmatites
ASX:L1M Appendix 4b – Dalmas and Hiver Pegmatites Dalmas and Hiver Pegmatite Discovery For personal use only Left: Pegmatite containing potential beryl (±Apatite?) mineral within Dalmas project (Pen lid for scale, 316859mE, 5943604mN, WGS 84/UTMZ19N), Right: Quartz Feldspathic pegmatite sample taken
Slide 23: Appendix – Capital Structure
ASX:L1M Appendix 5 – Capital Structure (As at 31/10/23) Position Holder Holding Percentage (%) S h a r e D i s t r i b u t i o n – To p 2 0 H o l d s 4 7 % 1 TORONGA PTY LTD 6,550,000 13.14% 2 APERTUS CAPITAL 3,125,000 6.27% For personal use only 3 FMG RESOURCES PTY LTD 1,500,000 3.01% 4 LEGGETTS LA
Slide 24: For personal use only
For personal use only Authorised by Alex Biggs M a n a g i n g D i re c t o r ASX:L1M alex@lightningminerals.com.au lightningminerals.com.au
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