Lomiko Metals — Investor Presentation (December 2024)
27 slides from Lomiko Metals's investor presentation, December 2024
Slide 1: A responsible critical minerals developer of choice in Quebec, Canada
A responsible critical minerals developer of choice in Quebec, Canada A partner of excellence in North America for a shared climate success story TSXV: LMR OTC: LMRMD December 2024 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: Graphite Market
LOMIKO METALS. Graphite Market
Slide 5: 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 6: 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 banning certain critical minerals export outright to USA • Ex
Slide 7: Lomiko: an ideal partner for investment into electrification growth market
Lomiko: an ideal partner for investment into electrification growth market 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 government Globally th
Slide 8: Lomiko and the Graphite Market
Lomiko and the Graphite Market Anode material demand by end-use 2018-2028 • Current environment: 52% of the global demand for anode material originates from China, which is essentially its share of the market for manufacturing LiBs • China creating over-capacity: The supply of anode material of 1,45
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 • Completed 1,518-line kilometers of heliborne geophysical surveys completed over the six graphite properties, with 55 targets identified • 264 claims in total on 6 early-stage projects covering 15,639 hectares in
Slide 17: 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 18: 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 19: Lomiko advantage: Ranked as the seventh biggest deposit worldwide
Lomiko advantage: Ranked as the seventh biggest deposit worldwide by Mining.COM Source: Mining.com 19
Slide 20: La Loutre single-layer pouch full-cell battery testing
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 21: 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 22: Share structure
Share structure • Lomiko has a tight capital structure with 48.7m shares outstanding • Insiders ownership: 4.7% • Updated as of December 2 nd, 2024 22
Slide 23: Lomiko collaborations
LOMIKO METALS. Lomiko collaborations @ Polaris wesc Femina SF BATTERY LABS . — Collective C RITM CO ( e mM Investissement Innovation en traitement de minerais Québec in Innovation in mineral processing International Canada anadda Ea BEER] UNIVERSITE National Research | _ es * LAVAL Council Canada :
Slide 24: For more information
For more information info@lomiko.com Follow us @lomikometals on socials l l l f l
Slide 25: SGS Characterization Study, 2023
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 26: 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 27: 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
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