Lindian Resources Limited · ASX:LIN
Lindian Resources — Investor Presentation (August 2022)
17 slides from Lindian Resources's investor presentation, Aug 8, 2022
Slide 1: Investor Presentation August 2022
For personal use only Malawi KANGANKUNDE A globally significant RARE EARTH DEPOSIT Guinea BAUXITE PROJECTS with mineable potential INVESTOR PRESENTATION | August 2022 | ASX:LIN
Slide 2: Disclaimer
DISCLAIMER The material in this presentation has been prepared by Lindian Resources Limited (“Company”). For personal use only This presentation may not be reproduced, redistributed or passed on, directly or indirectly, to any other person, or published, in whole or in part, for any purpose without
Slide 3: Corporate Overview
CORPORATE OVERVIEW Company ASX Code LIN Asimwe § Tanzanian born Australian entrepreneur Share Price1 AUD$0.21 For personal use only Kabunga § The visionary behind the company’s strategy Ordinary Shares on Issue ~848M Chairman § Major shareholder Performance Shares 30m § 35 year veteran in the mining
Slide 4: Kangankunde: An Undeveloped Rare Earth Project of Global Significance
KANGANKUNDE: AN UNDEVELOPED RARE EARTH PROJECT OF GLOBAL SIGNIFICANCE For personal use only A world-class resource in potential, size, grade and quality tenured to granted Mining Licence (ML0290) A carbonatite intrusive with high-grade Rare Earth Oxide (REO) grades of 1.5% to 24% REO1, and ~19% NdPr
Slide 5: Favourable Transaction Terms
FAVOURABLE TRANSACTION TERMS • Acquisition For personal use only of 100% interest in the globally significant Kangankunde Rare Earths Project located in Malawi, now only subject to shareholder approval, anticipated September • Lindian is acquiring Kangankunde for US$30 million payable in four tranch
Slide 6: Inferred 2004 JORC Resource
INFERRED 2004 JORC RESOURCE • A historic Inferred JORC Mineral Resource (JORC 2004) of 107,000 tonnes of Rare Earths Oxide (REO) grading 4.2%* For personal use only • Historical technical studies between 1960 and 1990 identified areas of mineralization over a wide area ranging from 1.4% TREO to 23.7
Slide 7: Kangankunde Geological Summary
KANGANKUNDE GEOLOGICAL SUMMARY • A carbonate intrusive that rises to 200m For personal use only • Mineralisation is continuous for up to 700m along strike • A central zone of carbonatite rocks with concentric zones of agglomerate, breccia, altered/unaltered gneiss • Refer Image (left) revealing the
Slide 8: Attractive NdPr Investment Thesis
ATTRACTIVE NdPr INVESTMENT THESIS NEODYMIUM AND PRASEODYMIUM – (‘NdPr’) – THE BIGGEST BLIND SPOT IN THE GLOBAL COMMODITY For personal use only MARKET • The NdPr price has increased more than 200% since the beginning of 2021, global demand is expected to further increase due to a global supply shorta
Slide 9: Neodymium Praseodymium (NdPr)
NEODYMIUM PRASEODYMIUM (NdPr) • NdPr oxide is used for the manufacturing of high strength Neodymium Iron Boron (NdFeb) permanent magnets – end-users include: For personal use only EV/Hybrid motors, e- Wind turbines/power Smart phones and Robotics & Medical bikes energy generation personal devices ap
Slide 10: NdPr Supply and Demand Balance
NdPr SUPPLY AND DEMAND BALANCE ESTIMATED DEFICIT OF NdPr COMMENCING 2021 AND INCREASING TO ~20,000 tpa IN 2025 For personal use only Source: US Geological Survey, Company filings, UBS research - https://globalreesventure.com/rare-earth-element-industry/ubs-report-confirms-2021-ndpr-shortfall- shorta
Slide 11: Kangankunde Connected to Critical Infrastructure
KANGANKUNDE CONNECTED TO CRITICAL INFRASTRUCTURE For personal use only Located in southern Malawi 90km north of Blantyre, Malawi’s centre of finance and commerce Situated 9km from the Nacala corridor railway line to the port of Nacala, Mozambique. 4km from M1 and (hydroelectric) high voltage power S
Slide 12: Kangankunde's History
KANGANKUNDE’S HISTORY For personal use only 1987-90 1952-56 1931 Most comprehensive Access roads to the geological and Project re-examined prospect and semi- process test work by the Overseas permanent buildings completed by French Geological Survey; constructed. company Bureau de identified as a Ei
Slide 13: Lindian's World-Class Bauxite Projects Present Further Upside
LINDIAN’S WORLD-CLASS BAUXITE PROJECTS PRESENT FURTHER UPSIDE For personal use only GUINEA IS TO BAUXITE WHAT IRON ORE IS TO THE PILBARA • From 2021 to 2025 Guinea is expected to increase its bauxite supply by 6.5% to over 100 MT6 • Guinea represents approximately 95% of the total bauxite exports fr
Slide 14: Bauxite Development Strategy
BAUXITE DEVELOPMENT STRATEGY Short term & mid term For personal use only • The Woula project positioned to be a low Capex, early production asset. ~10km from an existing haul road connecting to the bauxite export terminal of Katougouma (image right) • A High-Grade Conglomerate located approximately
Slide 15: Multiple Near Term Value Drivers
MUTLIPLE NEAR TERM VALUE DRIVERS Q4 2022 Q2 2023 Q4 2023 For personal use only Kangankunde Kangankunde Kangankunde • General survey works • Major drill program • Mineral Resource Statement • Soil sampling program commences • Strategic direction for project • Geophysical survey • Major metallurgical
Slide 16: Contact
For personal use only CONTACT Level 24, 108 St Georges Terrace Perth WA 6000 +61 8 6557 8838 A Growth Company www.lindianresources.com.au
Slide 17: Competent Persons Statement + Cautionary Statement
Competent Persons Statement + Cautionary Statement Kangankunde Rare Earths Project For personal use only The information in this report that relates to the Kangankunde Project is based on information compiled from Government data and published geological reports and papers reviewed by Mr. Alistair S
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