Latrobe Magnesium Limited · ASX:LMG
Latrobe Magnesium — Shareholder Meeting (November 2018)
10 slides from Latrobe Magnesium's shareholder meeting presentation, Nov 30, 2018
Slide 1: Latrobe Magnesium AGM 2018 Presentation
For personal use only Latrobe Magnes um AGM 2018 Presentation David Paterson ASX: CEO LMG
Slide 2: Presentation contents
Latrobe Presentation contents Magnes um For personal use only 1. 2018 in review 2. Magnesium market 3. LMG location and site 4. Financial overview 5. Timetable 2
Slide 3: 2018 in review
1. 2018 in review Latrobe Magnes um MoU with Yallourn for the supply of ash and For personal use only successful test work carried out using an acid based process. Next stage is to complete a bankable feasibility study. On Wednesday this week, the Board announced that a bankable feasibility stud
Slide 4: 2018 in review (cont'd)
Latrobe 1. 2018 in review (cont’d) Magnes um For personal use only Term sheet signed with RWE Power for the development of a German magnesium plant and the successful testing of their fly ash. Next stage is testing of their SCM to EU standards and then a collaboration agreement. Initial discussi
Slide 5: Magnesium Market
Latrobe 2. Magnesium Market Magnes um For personal use only Market grew by 100,000 tonnes in 2018 to 1,000,000 tonnes and is expected to double within the next 10 years Aluminium use is now 70% of market due to aluminum sheet for cars and increasing China produces 86% of world production and i
Slide 6: LMG site
Latrobe 3. LMG site Magnes um For personal use only Swop Line from Yallourn Natural Gas Pipeline Swop Line From Hazelwood 320 Tramway Site 6
Slide 7: LMG building Tramway Site Building
Latrobe 3. LMG building Magnes um For personal use only 7 320 Tramway Site Building
Slide 8: Financial overview
Latrobe 4. Financial overview Magnes um 3,000 For personal use only Projected Funding tonnes A$M’s R&D Funding 16 Federal and Victorian Grants 12 LMG Equity 12 ---- Total Project Funding 40 == Capex for 3,000 tpa plant estimated at A$37M with a working capital requirement of A$3M. Total funding A$40
Slide 9: Timetable
Latrobe 5. Timetable Magnes um For personal use only Tasks Timing Complete Bankable Studies Jun 2019 Complete Funding & Permitting Dec 2019 Construction – Initial plant Dec 2019 Production - Initial plant Dec 2020 Expansion Stage 2 Jul 2021 9
Slide 10: Disclaimer
Latrobe Disclaimer Magnes um For personal use only • This presentation may contain forward looking statements that are subject to risk factors associated with the magnesium business. • It is believed that the expectations reflected in these statements are reasonable but they may be affected by a var
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