Latrobe Magnesium Limited · ASX:LMG
Latrobe Magnesium — Investor Presentation (December 2021)
15 slides from Latrobe Magnesium's investor presentation, Dec 9, 2021
Slide 1: Investment Presentation
For personal use only Investment Presentation December - 2021 David Paterson CEO 1 ASX: LMG
Slide 2: Disclaimer
For personal use only Disclaimer ● 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 variety of variables
Slide 3: Investment Highlights
For personal use only Investment Highlights Latrobe Magnesium is one of the most advanced Magnesium projects globally EPA and government approval have already been received for the demonstration plant. The company is completing process design work which will be finalised by the end of December, allo
Slide 4: Company Overview
Company Overview Latrobe Magnesium Limited (LMG) are developing a 10,000 tpa plant to produce Magnesium from the waste products of coal-fired power plants using a proprietary hydromet technology. LMG plans to take advantage of their unique technology, low-cost production and low CO2 output per tonne
Slide 5: CAPEX Funding & Capital Structure
CAPEX Funding & Capital Structure Latrobe Magnesium Limited (LMG) are an ESG-credentialled clean metals producer & one of the only ASX listed company with exposure to magnesium and positioned to become a low-cost CO2 supplier of Magnesium. For personal use only • The current estimate for the first 1
Slide 6: Staged Expansion Pathway to 100,000 tpa of Magnesium Plus
Staged Expansion Pathway to 100,000 tpa of Magnesium Plus Once the 10,000 tpa demonstration plant is constructed and in production, Latrobe will begin expansion of the plant with the goal of the For personal use only Latrobe Valley plant expanding up to 40,000 tpa. In 2022, the Company will conduct
Slide 7: Clear Strategy to Become Globally Significant Producer
Clear Strategy to Become Globally Significant Producer LMG’s strategy is to leverage their unique hydromet technology to become a low cost, low CO2 global producer and For personal use only supplier of magnesium, Supplementary Cementitious Material (SCM) and amorphous silica. Construct 10,000 tpa Ma
Slide 8: Magnesium Market is Set to Double Over Next Decade
Magnesium Market is Set to Double Over Next Decade • Magnesium is a light and strong ‘green metal’ and has the best high strength- For personal use only to-weight ratio of all common structural metals, being 75% lighter than steel and 33% lighter than aluminum & titanium. • In 2020, world Magnesium
Slide 9: Current Magnesium Shortage Crisis
For personal use only Current Magnesium Shortage Crisis USA Magnesium market Traditionally the USA has one (1) producer which is protected by an import duty of 141.9% placed on China imports. This US producer will be undergoing capital repairs in 2022. The USA market used in the order of 58,800 tonn
Slide 10: Positioned to Take Advantage of Demand for ESG and EVs
For personal use only Positioned to Take Advantage of Demand for ESG and EVs • Magnesium is the lightest, strongest common structural metal • LMG is one of the lowest CO2 emitters in the world when it and allows all transport to go faster, quicker and use less fuel, treats fly ash using its acid hyd
Slide 11: Demonstration Plant Site
Demonstration Plant Site The demonstration plant will be located at the centre of Victoria’s coal power generation precinct, in Hazelwood North, providing direct For personal use only and constant access to fly ash resource. An 11-hectare site with approximately 14,000 m² of buildings to construct t
Slide 12: Demonstration Plant Site Progress
Demonstration Plant Site Progress Construction of the demonstration plant is scheduled to start Q1 of 2022, however our Early Works campaign has already started with For personal use only Fencing, Electrical Restoration, Site Clean-Up and Administration Building Refurbishment works all progressing.
Slide 13: Additional Upside From Valuable SCM By-Products Produced by LMG Process
For personal use only Additional Upside From Valuable SCM By-Products Produced by LMG Process • LMG’s demonstration plant produces 4.1 tonnes of Supplementary Cementitious Material (SCM) per tonne of Mg from Yallourn fly ash. • LMG’s hydromet process produces SCM from fly ash with zero CO2 emissions
Slide 14: Timeline for Plant Construction and Production Readiness
For personal use only Timeline for Plant Construction and Production Readiness PROJECT TIMELINE Q3 2021 Q4 2021 Q1 2022 Q2 2022 Q3 2022 Q4 2022 Q1 2023 Q2 2023 Q3 2023 Q4 2023 Secure capital funding by end of 2021. Detailed engineering and design of plant by Mincore Start construction of demonstrati
Slide 15: Demonstration Plant is the First Step in Leveraging Tech to Drive Huge Revenue
For personal use only Demonstration Plant is the First Step in Leveraging Tech to Drive Huge Revenue Magnesium plant provides strong revenue Proprietary Tech Magnesium is a growing market Demonstration plant is set to begin LMG’s hydromet technology is unique in With Magnesium demand set to grow ove
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