Cleantech Lithium Plc · LSE:CTL
Cleantech Lithium — Investor Presentation (April 2023)
25 slides from Cleantech Lithium's investor presentation, April 2023
Slide 1: Green lithium production for the EV future
(AIM:CTL, Frankfurt:T2N, OTC:CTLHF) Green lithium production for the EV future April 2023 CARBON NEUTRAL | BATTERY GRADE LITHIUM | POWERED BY CLEAN ENERGY | SUSTAINABLE EXTRACTION CleanTech Lithium | 1
Slide 2: CTL – A Snapshot
CTL – A Snapshot New path for lithium in Chile – low impact, sustainable lithium extraction 3 lithium projects in Chile, >500 km2 licence areas Total lithium resources exceed 2 million tonnes LCE – further upgrades due by Q2 2023 Wholly owned licenced basins – no competing lithium projects in area a
Slide 3: CleanTech Lithium – Key Data
CleanTech Lithium – Key Data Market listing: AIM, OTC, FWB, ASX soon Ticker: (AIM:CTL), (OTC:CTLHF), (FWB:T2N) Market cap: £55.3M Share price: 52p (04-Apr-23) Funds raised since Oct 2021: £21.9m Shares in issue: 106,433,500 Research: Canaccord / Fox Price Target: £5.50/ £4.45 (£4.0, £5.6, £12.3) Ful
Slide 4: Lithium
Lithium THE RESOURCE OF THE 21ST CENTURY CleanTech Lithium | 4
Slide 5: Demand for Lithium
Demand for Lithium Forecast to increase exponentially Lithium is an essential material for the green economy and the decarbonisation of transport European Ll-ion Battery Cell Forecast Lithium demand forecast to rise: (*) • From 350,000 tonnes LCE in 2020 to 2.5 million tonnes LCE in 2030; • Over 7 m
Slide 6: Owned Projects
Owned Projects LOCATED IN THE LITHIUM TRIANGLE CleanTech Lithium | 6
Slide 7: Laguna Verde
#1 Laguna Verde • A resource drill programme comprising four holes completed 1H 2022 • Produced JORC compliant resource estimate of 1.5 million tonnes LCE at 206mg/L lithium - majority of resource was upgraded to Measured + Indicated: • New two well drilling campaign (LV05 & LV06) started in Novembe
Slide 8: Laguna Verde: Scoping Study
Laguna Verde: Scoping Study Results announced January 2023 • Supports the potential for Laguna Verde to become a major supplier Key Operating Metrics Unit Study Outcome of battery grade lithium Production Rate of Lithium Carbonate Tonnes per annum 20,000 • Calculates accumulated net cashflows (post
Slide 9: Francisco Basin
#2 Francisco Basin • New lithium discovery August 2022 • Hole FB01 completed, 34 brine samples collected from aquifer zone, average lithium grade of 305mg/L • JORC compliant Inferred resource estimate of 0.5 million tonnes LCE, based on FB01results • Further three drill hole campaign (FB02, FB03 & F
Slide 10: Llamara
#3 Llamara • Greenfields project in one of the largest basins in the lithium triangle, not previously drilled for lithium – total licence area 344 km2 Lithium Triangle Basin Company Basin Area (km2) Atacama SQM / Abarmale 18,100 Hombre Muerto Livent 4,000 Pampa del Tamarugal CleanTech 17,150 • Histo
Slide 11: Our Vision: Direct Lithium Extraction, powered by clean energy
Our Vision: Direct Lithium Extraction, powered by clean energy LEADING SUPPLIER OF GREEN LITHIUM TO THE EV BATTERY MARKET CleanTech Lithium | 11
Slide 12: Strategy
Strategy Sustainable value creation Expanded & upgraded resource at Laguna Verde Maiden resource at Francisco Basin New lithium discovery at Francisco Basin Acquisition of Llamara Project Produced 1kg of battery grade lithium IPO Scoping Study at Laguna Verde £5.6m advanced Raised Environmental Impa
Slide 13: Direct Lithium Extraction (DLE)
Direct Lithium Extraction (DLE) Low impact and sustainable Deploying DLE technology, a revolution Expanded & upgraded in sustainability for lithium extraction: resource at Laguna Verde • Brine is pumped to processing unit, resin used to extract only lithium, spent brine reinjected Maiden resource at
Slide 14: Chile
Chile LARGEST LITHIUM RESERVES GLOBALLY CleanTech Lithium | 14
Slide 15: Chile: The Home of Battery Metals
Chile: The Home of Battery Metals Chile Largest global lithium reserves Global Lithium Reserves (Million Tonnes) CTL’s strategy aligns perfectly with the Government’s national lithium strategy announced April 2023. Only DLE projects prioritised for the future. Strong mining code and laws Only major
Slide 16: Positioned for Production
Positioned for Production GREEN LITHIUM FOR THE BATTERY SUPPLY CHAIN CleanTech Lithium | 16
Slide 17: Our ESG Approach – Ambition and Values
Our ESG Approach – Ambition and Values Socially minded, environmentally driven and governed by our core values Ambition • To produce and supply battery grade green lithium for the EV future Maiden resource at Francisco Basin Values: New lithium discovery at Francisco • Sustainable and equitable grow
Slide 18: Roadmap to raise ~USD $400m Capex Funding
Roadmap m to raise ~USD $400m Capex Funding Timing • Funding the capital cost of the project will only follow after Laguna Verde resources have been upgraded, the PFS is largely complete and DLE pilot plant results are known, etc. [ie. following further multiple de-risking and value inflection point
Slide 19: Summary: De-risked Path to Production
Summary: De-risked Path to Production Driving shareholder value – sustainable lithium for the EV future Excellent Right to operate Short lead time Proven DLE infrastructure No indigenous communities to production Technology * Roads, renewable power or unique flora/fauna to disturb & water supply Sup
Slide 20: Appendices
Appendices CleanTech Lithium | 20
Slide 21: DLE: Proven Technology in Various Countries
DLE: Proven Technology in Various Countries Pioneering Methodology for Sustainable Lithium Extraction Producers Energy Lake CleanTech Lanke Zangge Jintai Eramet/ Standard Vulcan Berkshire Compass E3 Company Livent Rio Tinto CTR Source Resources/ Lithium Lithium Lithium Lithium Qingshan Lithium Energ
Slide 22: Board & Management
Board & Management Strong operational experience, local knowledge and commercial understanding Board STEVE KESLER ALDO BOITANO GORDON STEIN Executive Chairman Chief Executive Officer Chief Financial Officer • 45 years of executive and board roles • Co-founder of CleanTech Lithium, • Commercial CFO w
Slide 23: Board & Management
Board & Management Strong operational experience, local knowledge and commercial understanding Senior Management Expanded & upgraded resource at Laguna Verde SERGIO VIDELA JASON BAVERSTOCK ALVARO FLOREZ SABINE MACAYA Studies & Projects Executive Strategy & Legal Manager Operations Manager Manager De
Slide 24: Disclaimer
Disclaimer This presentation (“Presentation”) is being supplied to you solely for your information. The These risks include, but are not limited to, risks associated with the minerals resource industry in Presentation has been prepared by, and is the sole responsibility of CleanTech Lithium (the gen
Slide 25: Contact Us
Contact Us Jersey Chile Investor Relations CleanTech Lithium plc, de Carteret House, Estoril 50, Las Condes, Felicity Winkles/ Philip Dennis Castle Street, St Helier, Jersey, JE2 3BT. Región Metropolitana Celicourt Communications T: +44 1534 668321 T: +562-32239222 E: ctl@celicourt.uk CARBON NEUTRAL
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