Liontown Limited · ASX:LTR
Liontown — Liontown Resources — 2023 BMO Global Metals, Mining & Critical Minerals Conference
12 slides from Liontown's conference presentation, March 2023
Slide 1: Fast charging to production mid 2024
Fast charging to production mid 2024 2023 BMO Global Metals, Mining & Critical Minerals Conference Tony Ottaviano Managing Director / Chief Executive ASX : LTR ltresources.com.au
Slide 2: Important Information
Important Information Forward looking statements The Information in this Presentation that relates to Mineral Resources for the Buldania Project is extracted This Presentation contains forward-looking statements which are identified by words such as ‘may’, ‘could’, from the ASX announcement “Liontow
Slide 3: Corporate Overview
Corporate Overview Corporate Snapshot (24 February 2023) A globally significant provider of battery minerals for the rapidly growing clean energy market Market Cap Share Price ($/s) A$2.91bn A$1.37 Major Shareholders Foundation Offtake Partners1 50% Top 20 (incl. ~15% held by Chairman - Tim Goyder)
Slide 4: Lithium Supply Dynamics
Lithium Supply Dynamics Forecast lithium market deficit is expected to grow out to 2040, driven by significant demand and tight supply Demand / Supply Forecast, 2021-40, kt LCE (Battery Grade) Demand 4.1 Deficit / (Surplus) % 1 Demand Supply Consensus shifting to significant demand gap 90% emergin
Slide 5: Global Lithium Demand
Global Lithium Demand Global demand for high quality lithium is expected to diversify rapidly by 2031 as countries increasingly aim to localise battery manufacturing capacity to meet electric vehicle demand Lithium Refining Capacity by Country, 2021-321 Battery Cell Capacity2 % of kt LCE GWh Europe
Slide 6: Liontown's Strategy
Liontown’s Strategy Our pathway to become a globally significant provider of battery minerals as the world transitions to a low-carbon future Kathleen Valley Downstream Expansion Liontown Full Potential Full Potential Develop integrated Australian Expand portfolio through organic operations to captu
Slide 7: ESG is in our DNA
ESG is in our DNA A unique opportunity to design our company and operations with ESG at the centre, driving all decisions Respecting and Partnering Developing natural Creating social and Operating protecting with others resources responsibly economic value with integrity Tjiwarl comprehensive partne
Slide 8: Kathleen Valley Project
Kathleen Valley Project • Globally significant resource of high-grade, located in tier-1 mining jurisdiction • Construction underway and on-track for first production in mid-2024 • Plant throughput capacity optimised to deliver 3 Mtpa1, a 20% increase on the DFS 1 Foundation for SAG Mill First blast
Slide 9: Clear Pathway to First Production
Clear Pathway to First Production Liontown is focused on delivering a major new source of greenfields lithium spodumene into production by mid 2024. Time and options to solve optimal funding mix, which may be offset by early revenue potential from DSO and/or pre-sales. Track record of delivery Prior
Slide 10: Liontown's Downstream Strategy
Liontown’s Downstream Strategy Updated Downstream Scoping Study (2021) confirmed value maximising pathway is a staged-build, with an integrated refinery. Value Maximising Strategically Compelling Full Optionality Recent discussions in Washington DC reinforced the strategic intent and economic value
Slide 11: Kathleen Valley – Fast charging to first production mid 2024
Kathleen Valley – Fast charging to first production mid 2024 Video Link: Kathleen Valley Snapshot February 2023 11
Slide 12: For more information
For more information: Investors Robert Carruthers Head of Corporate Affairs & Investor Relations T: +61 415 979 310 rcarruthers@ltresources.com.au Media Nicholas Read Read Corporate T: +61 8 9388 1474 nicholas@readcorporate.com.au Level 2, 1292 Hay Street, West Perth WA 6005 +61 8 6186 4600 22 Novem
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