Lomiko Metals — Investor Presentation (January 2025)
39 slides from Lomiko Metals's investor presentation, Jan 21, 2025
Slide 1: Critical minerals developer in Canada for a shared climate success story
Critical minerals developer in Canada for a shared climate success story TSXV: LMR January 2025 OTC: LMRMD Frankfurt: DH8C
Slide 2: Disclaimer
DISCLAIMER This presentation is not a prospectus, offering memorandum or an advertisement and is being provided for information purposes only and does not constitute or form part of, and should not be construed as, an offer or invitation to sell or any solicitation of any offer to purchase or subscr
Slide 3: Land Acknowledgement
Land Acknowledgement The land/projects where we operate are located within the traditional land of the Algonquin Anishnaabeg and Cree Eeyou Istchee Peoples. Our vision is to embrace Indigenous people and Indigenous values within our projects to develop a sustainable approach on our path to critical
Slide 4: Lomiko 2025 advantage
Lomiko 2025 advantage Exposure to two strategic minerals in demand in North America – graphite and antimony New investment in antimony, silver, gold exploration project in Newfoundland – excellent upside in critical mineral that is banned for export from China La Loutre is the seventh biggest gr
Slide 5: Graphite Market
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Slide 6: Graphite is essential for the energy transition
Graphite is essential for the energy transition • Primary Battery – Alkaline, primary alkaline lithium, primary lithium Thionyl Chloride • Secondary Battery – EV, Consumer Goods, Industrial, Aerospace, Solar Panels • Fuel cells • Nuclear Industry (Grade Graphite; PBMRs, Shielding) • Aerospace (Coati
Slide 7: The China dynamic underlines the importance of Lomiko
The China dynamic underlines the importance of Lomiko China is the world's top graphite producer and exporter and refines more than 90% of the world's graphite into the anode material. • Trade war on critical minerals is escalating – China banned shipments of gallium, germanium, antimony, and so-cal
Slide 8: Lomiko: an ideal partner for investment into electrification growth market at 21% growth rate
Lomiko: an ideal partner for investment into electrification growth market at 21% growth rate Outstanding investment opportunity to participate in energy transition and natural flake graphite with government partners with grants from Quebec, the USA Department of Defence and the Canadian Federal gov
Slide 9: Lomiko and the graphite market
Lomiko and the graphite market The graphite customer base is wide with many industrial applications, with the EV sector anticipated to grow in the next 5-15 years, driving the need for natural-flake graphite and anode material for use in batteries. • Electric Vehicles (EVs) Lomiko is advancing the q
Slide 10: Grants and Awards – Non-dilutive capital
Grants and Awards – Non-dilutive capital 10
Slide 11: Over CA$16m concurrent Canadian and USA funding announced May 16
Over CA$16m concurrent Canadian and USA funding announced May 16 These are non-dilutive non-repayable awards! Recipient of a US$8.35m (CA$11.2m) R&D (Research & Development) grant from the United States of America Department of Defense (“DoD”) and CAN $4.9m contribution from Natural Resources Ca
Slide 12: Summary of CMRDD program administered by Natural Resources Canada
Summary of CMRDD program administered by Natural Resources Canada Award: CAN$4.9m • The CMRDD program administered by Natural Resources Canada is to pilot the integrated graphite upgrading process with a 200 mt bulk sample over 3 years for a total contribution agreement of CA$6.6m where Lomiko wil
Slide 13: La Loutre development
La Loutre development A de-risked path to continued development of this strategic critical mineral asset • The U.S. DoD has provided a grant for 50% of the study costs and NRCan is contributing 75% of the pilot program costs, significantly de-risking the project. • Area of focus now: Phase 2 Phase F
Slide 14: La Loutre and Graphite Portfolio
La Loutre and Graphite Portfolio 14
Slide 15: www.lomiko.com
www.lomiko.com TSXV: LMR OTC: LMRMF FRANKFURT: DH8C 15
Slide 16: Regional exploration in Grenville belt
Regional exploration in Grenville belt Most prospective graphite belt in North America 328 claims in total on 7 early-stage projects covering 18,622 hectares in the Laurentian region of Quebec and within KZA territory central to flagship La Loutre property. Property # Claims Regional Exploration P
Slide 17: 2024 field program discovers zones spanning over 3.0 kilometer long
2024 field program discovers 4 zones spanning over 3.0 kilometer long grading up to 27.9% Cg at Ruisseau 2024 Field Program results for Meloche, Dieppe, Tremblant and Ruisseau • Ruisseau – grades up to 27.9 percent carbon graphite (“% Cg”) from four distinct high grade mineralized zones that are ove
Slide 18: La Loutre PEA details dated September 2021
La Loutre PEA details dated September 2021 • Two known deposits currently being explored: EV Carmin Zone and Battery Zone Zone • LOM plant production of 21.8 Mtonnes of mill feed at 6.78% Cg diluted EV Zone • Graphite concentrate production at 1.43 Mtonnes Battery grading 95.0% Cg Zone • 14.7-year m
Slide 19: La Loutre: PEA Layout – great base to build on
La Loutre: PEA Layout – great base to build on Mine layout and costs – PEA • Waste rock and tailings co-disposed • Efficient site water management with WASTE ROCK & no wet tailings EV ZONE CODISPOSAL PILE • Pits sequenced to maximize the returns starting from North – EV Pits to South – Battery Pits
Slide 20: Lomiko advantage: Ranked as the seventh biggest deposit worldwide
Lomiko advantage: Ranked as the seventh biggest deposit worldwide by Mining.COM Source: Mining.com 20
Slide 21: La Loutre single-layer pouch full-cell battery testing met and surpassed commercial graphite results
La Loutre single-layer pouch full-cell battery testing met and surpassed commercial graphite results Demonstrated that La Loutre material is suitable for battery applications – single layer pouch full cell battery testing completed with Polaris Battery Labs, LLC, USA. The single-layer pouch cell
Slide 22: Next Steps – Phase 2 works: metallurgical and battery trials
Next Steps – Phase 2 works: metallurgical and battery trials CRITM Quebec studies • Lab testing to set bulk sample processing conditions • Process 1,100kg of the material to generate flotation flakes • NRC- 2000-cycle battery tests Polaris • Further 500-cycle battery testing Air Classification
Slide 23: Antimony Exploration
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Slide 24: Antimony
Antimony • Antimony is used to increase the hardness of alloys, with lead alloys for batteries, with lead/copper/tin alloys for machine bearings • It improves the rigidity of lead-alloy plates in lead–acid batteries • It is also used in automotive clutch and brake parts • The other major use is as a
Slide 25: Yellow Fox antimony, silver and gold potential in Newfoundland
Yellow Fox antimony, silver and gold potential in Newfoundland Historic results • Yellow Fox is an early-stage exploration property prospective in antimony, gold, and silver where historic works returned samples anomalous in gold (Au), antimony (Sb), lead (Pb), zinc (Zn), and silver (Ag). • The tren
Slide 26: Yellow Fox Next Steps
Yellow Fox Next Steps • Review existing data and plan for the fieldwork program in the spring • Soil sampling program targeted south of the Yellow Fox gold, showing 59.413 g/t and areas of increased density of interpreted structures • Approximately 287 soil samples on seven, 1000m long, 250m spaced
Slide 27: Share structure
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Slide 28: Share structure
Share structure Lomiko has a tight capital structure with 48.7m shares outstanding 28
Slide 29: Lomiko collaborations
LOMIKO METALS. Lomiko collaborations © Polaris seznam Femina Collective C R | ™M 76) ( e mM Investissement vecteur de transformation métallique > Innovation en traitement de minerais Québec Q Innovation in mineral processing International Canada LsTM e8ehH] UNIVERSITE National Research ay ES LAVAL C
Slide 30: For more information
For more information info@lomiko.com Follow us @lomikometals on socials l l l f l
Slide 31: Yellow Fox antimony, silver and gold potential in Newfoundland
Yellow Fox antimony, silver and gold potential in Newfoundland Terms of the Option (a) The Optionee shall have the right to acquire 100% of the right, title and interest in and to the Option Interests by making the following payments: (i) in cash totaling $70,000, according to the following schedule
Slide 32: Graphite Portfolio 2024 Results
Graphite Portfolio 2024 Results 32
Slide 33: Ruisseau 2024 Results
Ruisseau 2024 Results Figure 1a: Ruisseau West Results Figure 1b: Ruisseau East Results 33
Slide 34: Meloche 2024 Results
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Slide 35: Tremblant 2024 Results
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Slide 36: Dieppe 2024 Results
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Slide 37: SGS Characterization Study, 2023 67% fines content in the flotation concentrate
SGS Characterization Study, 2023 67% fines content in the flotation concentrate • La Loutre flake distribution is ~67% fines - suitable for anode market 37% growth year over year! • -100 mesh is used most commonly in SPG (spherical graphite) as a precursor for battery production Size Fraction Analys
Slide 38: La Loutre metallurgical program 99.99% purified graphite content
La Loutre metallurgical program 99.99% purified graphite content Completed PFS level met testing and optimized flow sheet Completed value-added testing with ProGraphite – micronization, spheroidization, and purification: Proved that La Loutre material is suitable for battery applications - Sph
Slide 39: Traditional Graphite Markets Opportunities in addition to EV- ICE and Energy Storage
Traditional Graphite Markets Opportunities in addition to EV- ICE and Energy Storage • Engineered Products include electronics, agriculture, automotive, ceramics, government defence, carbon brushes, and fire retardants that use natural flake graphite. Graphite foils in sheets and rolls are used in e