Alkemy Capital Investments Plc · LSE:ALK
Alkemy Capital Investments — Investor Presentation (August 2022)
16 slides from Alkemy Capital Investments's investor presentation, Aug 31, 2022
Slide 1: World-Class Lithium Hydroxide Production in Europe
WORLD-CLASS LITHIUM HYDROXIDE PRODUCTION IN EUROPE ALKEMY CAPITAL INVESTMENTS LTD (ALK.L) TEES VALLEY LITHIUM – COMPANY PRESENTATION 1
Slide 2: Europe will have 700 GW of Gigafactories by 2025
Europe will have 700 GW of Gigafactories by 2025. ..which will need over 325,000 tonnes of Lithium Hydroxide and Carbonate per year. There is currently zero Lithium production capacity in Europe. TEES VALLEY LITHIUM – COMPANY PRESENTATION 2
Slide 3: China controls 90% of the world's lithium hydroxide and carbonate
CHINA CONTROLS 90% OF THE WORLD’S LITHIUM HYDROXIDE AND CARBONATE “China will need all of its Lithium production for its US$11 trillion Carbon Neutral 2060 plan." TEES VALLEY LITHIUM – COMPANY PRESENTATION 3
Slide 4: A new lithium hub for Europe
A NEW LITHIUM HUB FOR EUROPE Producing up to 96,000 tpa of battery grade Lithium Hydroxide. Equivalent to 15% of European demand by 2030. TEES VALLEY LITHIUM – COMPANY PRESENTATION 4
Slide 5: Wilton International plug & play chemicals park
WILTON INTERNATIONAL PLUG & PLAY CHEMICALS PARK Tees Valley Lithium will be the first major ultra-low carbon Lithium Hydroxide plant to be established in Europe. Being established in world-class Chemicals park on a plug & play basis with ultra-low capital cost. Major power, reagents and utilities pr
Slide 6: Sembcorp Energy welcomes Tees Valley Lithium to Wilton International
Sembcorp Energy welcomes Tees Valley Lithium, UK’s first Lithium Hydroxide Facility to Wilton International “I’m delighted that Tees Valley Lithium has chosen Wilton International for their new plant, having been attracted by the benefits of the Teesside freeport and the readily-available connectivi
Slide 7: To be powered by low-cost renewable energy
TO BE POWERED BY LOW-COST Dogger Bank RENEWABLE ENERGY Wind Farm Hitachi is laying a HVDC cable connecting the 2.45 GW Dogger Bank Offshore Wind Farm with a 360 MW battery storage facility at Teesside. Teesside During periods of high wind and low demand negative electricity costs are generated as op
Slide 8: Lithium supply agreement with global metals trader, Traxys
LITHIUM SUPPLY AGREEMENT WITH GLOBAL METALS TRADER, TRAXYS “Traxys is pleased to enter into this MOU with Tees Valley Lithium as we share their vision of establishing a strong and robust lithium supply chain in the UK that facilitates the adoption of EV’s and advancement of the energy transition. We
Slide 9: Multiple feedstocks producing hydroxide and carbonate for NMC and LFP batteries
MULTIPLE FEEDSTOCKS PRODUCING HYDROXIDE AND CARBONATE FOR NMC AND LFP BATTERIES Lithium Hydroxide (NMC) Primary Lithium Sulphate Lithium Carbonate (LFP) Crude Carbonate (Brine) Nickel Sulphate Crude Carbonate (Mica) Recycled Material (EU 2027) TVL’s unique chemical processing allows for flexibility
Slide 10: Gives miners access to the premium-price European lithium market
GIVES MINERS ACCESS TO THE PREMIUM-PRICE EUROPEAN LITHIUM MARKET Lithium miners in Africa, Australia and South America can gain access to the burgeoning European market by exporting a high-value, low-carbon intermediate product. TEES VALLEY LITHIUM – COMPANY PRESENTATION 10
Slide 11: Primary lithium sulphate plant in the world's largest spodumene producing region
A PRIMARY LITHIUM SULPHATE PLANT LOCATED IN THE HEART OF THE WORLD’S LARGEST SPODUMENE PRODUCING REGION PILBARA MIN RES LTD TVL contracting with WA mining companies to convert Spodumene (SC6%) to Primary Lithium Sulphate(~50%) for shipping to TVL’s Wilton Refinery in Europe (rather WESTERN AUSTRALIA
Slide 12: Key project economics (4 trains, 96,000 tpa LiOH only)
KEY PROJECT ECONOMICS (4 TRAINS 96,000 tpa LiOH ONLY) Unit Train 1 TOTAL Life of Project Years 30 30 LHM Sold Tonnes 24 kt pa 2.84 MT Gross Revenue USD 600M 71.0bn Operating Costs Total US$/t 18,292 18,513 Capital Cost (incl 17.5% contingency) USD 288M 1.99bn Free Cashflow USD 120M pa 480M pa Post-T
Slide 13: Experienced management team
EXPERIENCED MANAGEMENT TEAM PAUL ATHERLEY JOHN WALKER TBA TBA SAM QUINN VIKKI ROBERTS ROBERT GRUAR NON-EXEC CHIEF EXECUTIVE CHIEF FINANCIAL CHIEF OPERATING NON-EXECUTIVE LITHIUM SUPPLY TECHNOLOGY CHAIRMAN OFFICER OFFICER OFFICER DIRECTOR CHAIN ADVISOR CONSULTANT Paul has extensive John has over 30 S
Slide 14: Market and technical advisors
MARKET AND TECHNICAL ADVISORS MARKET INTELLIGENCE WILTON TECHNICAL PROCESSING TECHNICAL Benchmark Minerals DWD WAVE International Intelligence Planning application Processing facility design Market forecasts ANZAPLAN Sembcorp Benchscale electrochemical testwork Conrad Partners Wilton International p
Slide 15: Research initiated by London brokers Shard and VSA
RESEARCH INITIATED BY LONDON BROKERS SHARD AND VSA (Current share price circa £1/share) SHARD CAPITAL VSA CAPITAL • An unrivalled opportunity to • Fast-tracked, scalable and become a first mover green • Fast-track credentials, envied • Differentiated by processing low capital intensity and a lithium
Slide 16: Cautionary Statement
Cautionary Statement The information contained in these slides and this presentation is being supplied to you by Alkemy Capital This document has not been approved by a person authorised under the Financial Services and Investments plc and Tees Valley Lithium Limited (“the Company”) solely for your
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