Redivium Limited · ASX:RIL
Redivium — Hannans — Investor Presentation (November 2021)
18 slides from Redivium's investor presentation, Nov 22, 2021
Slide 1: Updated Presentation cover letter to shareholders
22 November 2021 Shareholders Hannans Ltd Level 12, 197 St Georges terrace Perth, West Australia Dear Shareholders Updated Presentation We’re pleased to provide the attached presentation, “Lithium Battery Recycling in the Nordic Region (Updated)”. Please note today’s presentation replicates the pres
Slide 2: Lithium Battery Recycling in the Nordic Region (Updated)
Lithium Battery Recycling in the Nordic Region (Updated) www.hannans.com ASX:HNR 22 November 2021
Slide 3: Summary
Summary • Hannans aims to recover high purity metals from scrap and spent lithium batteries (LiB) in Norway, Sweden, Denmark and Finland (Nordic region). The LiB recycling technology is being proven, is scalable, safe and sustainable. • The Nordic region has plans for four Gigafactories, has the hig
Slide 4: Transaction Summary
Transaction Summary • Critical Metals Ltd (Critical) holds an exclusive license to commercialise a LiB recycling technology in the Nordic Region in consideration for payment of a gross revenue royalty to Neometals Ltd (ASX:NMT). • Hannans signed a Memorandum of Understanding (MoU) with Critical on 9
Slide 5: Technology Ownership
Technology Ownership | Joint venture to commercialise technology Neometals Ltd + Pribivs bhi —— SMS Group GmbH 100% MoU to establish joint 100% venture over exclusive commercialisation rights signed 9 Seplember 2021 Exclusive right to commercialise technology to safely recover several metals from sp
Slide 6: What is LiB Recycling?
What is LiB Recycling? • Lithium-ion batteries (LiB) are energy storage devices comprising several metals including nickel, cobalt, lithium and manganese (and others) - the growth in LiB is massive. • If not handled correctly LiB explode, are flammable and toxic – not suitable for long term storage
Slide 7: LiB Recycling Technology
LiB Recycling Technology • Developed over 5 years and owned by ASX listed Neometals Ltd. • Shredding and sorting (Stage 1) and refining (Stage 2) components of the technology are capable of processing multiple LiB chemistries, formats and types. • Stage 1 products include mixed cathode and anode “bl
Slide 8: Neometals’ commercialisation plan though Primobius GmbH JV with SMS group
Neometals’ commercialisation plan though Primobius GmbH JV with SMS group • Primobius to deploy Stage 1 in commercial operation early 2022, processing 10 tonnes per day of LiB feedstock. Primobius to complete current 1 tonne per day demonstration plant trial in November 2021 as part of a feasibility
Slide 9: What’s recovered from a LiB?
What’s recovered from a LiB? By weight an LiB generally comprises: • Cathode: 30% • Anode: 15% • Electrolyte: 10% • Aluminium & copper: 35% • Steel case, binders and plastics: 10% Elemental breakdown of an LiB is generally: • Lithium: 7% • Oxygen: 33% • Ni/Mn/Co (811): 48%/6%/6% • Ni/Mn/Co (622): 36
Slide 10: Market size in Nordic region
Market size in Nordic region • Europe Union (EU) does not have enough battery metals to meet its growth ambitions. • Every source of battery metals will be retained in the EU and the loop will be closed. • Security of raw material supply and the circular economy are key themes for the EU. • LiB recy
Slide 11: Nordic sweet spot
Nordic sweet spot • Four Gigafactories planned in the Nordics Market EV (000s) EV mix (%) means access to scrap is a possibility Germany 368 23 • Strong connection with social and France 163 16 UK 153 15 environmental responsibility Italy 80 8 • Strong recycling culture Norway 78 83 • Strong legisla
Slide 12: Key financials for LiB recycling analysis
Key financials for LiB recycling analysis • LiB waste feedstock mix and cost • Raw material security • Scrap rates and product recall rates • Variable include feedstock type, recovery and efficiency rates and commodity prices • LiB life • Processing, reagents, labour, energy, collection, transportat
Slide 13: Barriers to entry
Barriers to entry • Time and resources required to research and develop an industrial scale, fully integrated, safe and compliant LiB recycling process. • Securing permits to operate. • Requirement for a steady stream of consistent LiB feedstock to underwrite business. • Means to fund and build plan
Slide 14: Characteristics of LiB recycling winners
Characteristics of LiB recycling winners • Hydrometallurgical recycling process: high recoveries, low GHG emissions, low H2O consumption, format agnostic. • Secure LiB feedstock supply: Short to medium term will come from Gigafactory scrap. • Scalable: must be scalable, ramp up quickly to handle scr
Slide 15: Hannans LiB Recycling Focus
Hannans LiB Recycling Focus • Completion transaction in Nordic region. • Investigate options for rapid growth expansion. • Secure feedstock via relationship with OEM. • Identify sites for Stage 1 plants in Sweden, Norway, Denmark and Finland. • Commence site permitting: 8 to 12 month process. • Buil
Slide 16: Proposed News Flow
Proposed News Flow* Deliverable Date Hannans signs Memorandum of Understanding with Critical Metals 9 September 2021 Neometals Ltd announce completion of fully integrated shredding, sorting and refining demonstration plant trial End November 2021 Hannans shareholders vote on transaction 26 November
Slide 17: Directors
Directors Jonathan Murray, Independent Non-Executive Chairman Amanda Scott, Non-Executive Director • Director of Hannans Ltd (2010). • Directorof Hannans (2016) residing in Sweden. • Partner of Steinepreis Paganin • ExplorationManager for Hannans Group(2008-2016). • Principal legal practice areas in
Slide 18: Contact Details
Contact Details Jonathan Murray Damian Hicks Chairman Executive Director +61 8 9321 4000 +61 8 9324 3388 jmurray@steinpag.com.au dhicks@hannans.com hannans.com @Hannans_Ltd Hannans Ltd