Argosy Minerals Limited · ASX:AGY
Argosy Minerals — Non-Deal Roadshow (September 2017)
21 slides from Argosy Minerals's roadshow presentation, Sep 6, 2017
Slide 1: Asian Roadshow Presentation – September 2017
For personal use only Asian Roadshow Presentation – September 2017 ASX Code: AGY www.argosyminerals.com.au
Slide 2: Disclaimer
Disclaimer This presentation is for information purposes only. Neither this presentation nor the information contained in it constitutes an offer, invitation, solicitation or recommendation in relation to the purchase or sale of For personal use only shares in any jurisdiction. This presentation may
Slide 3: Company Overview
Company Overview Lithium brine project in the ‘Lithium Triangle’ with development works commenced • Key Rincon Lithium Project located in the world-class “Lithium Triangle” – the world’s dominant For personal use only source of lithium production: – located in Salar del Rincon, Salta Province, Argen
Slide 4: Capital Structure, Share Price & Milestones
Capital Structure, Share Price & Milestones Last 12-Months Share Price Performance and Key Milestones For personal use only Current Capital Structure (not including Qianyun investment) Rincon Project Area Expanded Shares on Issue 799.05M by additional 1,057ha Options on Issue 5M exercisable at $0.04
Slide 5: Directors & Management
Directors & Management Alex Molyneux – Non-Executive Chairman For personal use only Mr. Molyneux is an experienced resources industry executive. Mr. Molyneux currently serves as CEO of uranium producer, Paladin Energy Limited. He is a Co- Founder of Azarga Resources Group and Non-Executive Chairman
Slide 6: More on Recently Announced Transformational Transaction
More on Recently Announced Transformational Transaction Investment & Off-take Agreements executed with Qingdao Qianyun • Qianyun is a fast-growing Chinese battery materials company based in Qingdao For personal use only • Transaction includes A$26.4M to be received upfront through an equity placemen
Slide 7: Lithium 101: Brine vs. Hard-Rock Production
Lithium 101: Brine vs. Hard-Rock Production Most lithium production comes from lower cost brine production • Lithium production is predominantly delivered from brines For personal use only • Brines have significantly lower extraction costs compared to hard rock deposits Lithium Production by Deposit
Slide 8: Argosy in the "Lithium Triangle"
Argosy in the “Lithium Triangle” World’s most prolific lithium producing region 49% of For personal use only Global Lithium Bolivia Production from the Pozuelo Vilama “Lithium Triangle” which holds 49% of Jama Guayatayoc approximately Global Lithium Atacama Olaroz 70% of World’s Production from the
Slide 9: Rincon Project: Recent History and Overview
Rincon Project: Recent History and Overview A significant opportunity to achieve near-term lithium production • Binding JV Agreement executed September 2016 For personal use only – Argosy to earn up to a 90% interest in the Project – Partnership with Argentinian lithium processing expert Pablo Alurr
Slide 10: Rincon Project: Location and Infrastructure
Rincon Project: Location and Infrastructure A significant opportunity to achieve near-term lithium production • The Project lies within Salta Province, ~3,700m ASL, serviced by For personal use only city of Salta with population of 600,000 • The region is known for its evaporation rates, given UV is
Slide 11: Rincon Project: Development Milestones
Rincon Project: Development Milestones A significant opportunity for near-term battery grade lithium carbonate production For personal use only Stage 1 - AGY to earn Stage 2 - AGY to earn Stage 3 - AGY to earn 50% interest 77.5% interest 90% interest Lab-scale pilot plant to produce up to Complete d
Slide 12: Rincon Project: Stage Development Works Commenced
Rincon Project: Stage 2 Development Works Commenced Development works ahead of schedule Rincon Project Conceptual Process Flow Sheet • Stage 1 works progressing – on schedule to produce first battery For personal use only grade LCE product during March 2018 Quarter – Targeting up to 500tpa LCE produ
Slide 13: Rincon Project: Key Partner & Expertise
Rincon Project: Key Partner & Expertise Pablo Alurralde & Lithium Processing Patents • Partnership with Argentinian lithium expert Pablo Alurralde For personal use only – Chemical Engineer and Master of Philosophy, former director of FMC Argentina operations Patent for “Recovery of – 15 years’ exper
Slide 14: Rincon Project: Executive Management
Rincon Project: Executive Management Management team Argosy has executed a Definitive Farm-In Joint Venture Agreement for the Rincon Lithium Project and will earn up to a For personal use only 90% interest in the Argentinian joint venture company – Puna Mining S.A. Argosy Minerals Jerko Zuvela (Ma
Slide 15: Investment Summary
Investment Summary Key focus is on Rincon Lithium Project located in the world- For personal use only class “Lithium Triangle” – the world’s dominant source of lithium Rincon Project – Stage 1 Evaporation Ponds production Company transforming transaction with Qianyun Upfront A$26.4M exceeds Stage
Slide 16: ASX Code: AGY
For personal use only ASX Code: AGY www.argosyminerals.com.au
Slide 17: Argentina: Re-connecting with the Global Economy
Argentina: Re-connecting with the Global Economy Positive macro-economic developments underpin strong growth outlook • New President (Maurico Macri) and new Government For personal use only elected in December 2015 • Most export duties and trade controls abolished: – Removal of 5% duty on high grade
Slide 18: Lithium – The Perfect Storm of Demand and Supply
Lithium – The Perfect Storm of Demand and Supply “Lithium is the new gasoline” The Keys to Lithium Growth For personal use only • Lower lithium-ion battery costs (now down to around US$200- kWhr) set to make electric vehicles (EVs) more affordable • Several experts such as Tony Seba (in his video on
Slide 19: Lithium…Why?
Lithium…Why? Ask the Experts Tesla Shakes Up Market for Lithium For personal use only • ‘In order to produce half a million cars a year…we would basically need to absorb the entire world’s lithium-ion production,’ Elon Musk said in March. Lithium-Ion Will Be Tough To Beat, Says Argonne Battery Whiz
Slide 20: Lithium – The Perfect Storm of Demand and Supply
Lithium – The Perfect Storm of Demand and Supply “Lithium is the new gasoline” Lithium Demand Forecasts to 2025 For personal use only • Goldman Sachs – "Growth in EV applications alone could triple the size of the entire lithium market from 160,000 mt today to 470,000 mt by 2025. That is based on 22
Slide 21: Jerko Zuvela - Managing Director
For personal use only Jerko Zuvela - Managing Director T +61 8 9226 4500 Level 3, 216 St Georges Terrace PERTH WA 6000 Australia Email: jerko@argosyminerals.com.au ASX Code: AGY www.argosyminerals.com.au