Slide 1: Bauxite for a Green Energy Future
For personal use only Bauxite for a Green Energy Future October 2020
Slide 2: Disclaimer
Disclaimer • This presentation is for information purposes only. Neither this presentation nor the information in it constitutes an offer, invitation or solicitation or recommendation in relation to the purchase or sale of shares in any jurisdiction. This presentation may not be distributed in any j
Slide 3: Lindian Resources Overview
Lindian Resources Overview For personal use only Consistent high growth in Guinea is World’s #1 bauxite aluminium production resource jurisdiction - 5.5% pa over past 10 years Aluminium: Key to a green future - new demand for green energy The Gaoual Project has very high applications in addition to
Slide 4: Aluminium: Key to a Green Future
Aluminium: Key to a Green Future • Green Investment forecast to reach US$16 trillion to 20301 For personal use only • Investment in green energy to overtake oil and gas in 20201 • Aluminium has applications in almost all technologies for a green future Carbon Solar Concentratin Nuclear Light emittin
Slide 5: Aluminium: Key to a Green Future (Solar)
Aluminium: Key to a Green Future For personal use only • The solar industry is utilising aluminium solutions to come up with better and brighter systems for safe and sustainable energy 5
Slide 6: Aluminium: Key to a Green Future (Wind)
Aluminium: Key to a Green Future For personal use only • Wind turbines need long-lasting and effective parts, so the wind power industry uses aluminium in applications on land and at sea. • Aluminium is perfect in harsh outdoor conditions, due partly to its efficient corrosion resistance. The metal
Slide 7: Aluminium: Key to a Green Future (Electric Vehicles)
Aluminium: Key to a Green Future For personal use only • Aluminium weighs about one-third of steel per cubic foot, enabling “lightweighting” of electric vehicles and superior performance in terms of the distance travelled before batteries need to be recharged • CAGR for Electric cars expected to be
Slide 8: End users are becoming increasingly focussed on the source of their Aluminium
End users are becoming increasingly focussed on the source of their Aluminium For personal use only • LME to launch a platform to trade low carbon aluminium • Aluminium is a key input for technology companies such as Apple and electric car makers such as Tesla • Aluminium suppliers to disclose carbo
Slide 9: Aluminium Industry: Demand grows later in economic development
Aluminium Industry: Demand grows later in economic development • Iron ore and copper usage maturing following rapid industrialisation in China and other emerging For personal use only markets. • Global Aluminium demand is still in its early stages with saturation not expected to match current levels
Slide 10: Aluminium has a CAGR of 5.5% over the past decade
Aluminium has a CAGR of 5.5% over the past decade • This drives alumina and bauxite demand For personal use only 70,000 60,000 50,000 Global Aluminium Production (Mt) 40,000 30,000 20,000 10,000 - 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 Source: World Aluminium Institute 10
Slide 11: Demand for Guinean Bauxite from China is increasing
Demand for Guinean Bauxite from China is increasing For personal use only Source: Alumina Limited Presentation Half Year Results, 25 August 2020 11
Slide 12: Lindian Bauxite Portfolio
Lindian Bauxite Portfolio • Where is the next generation of bauxite assets going to come from? For personal use only • Most undeveloped bauxite assets are currently owned by SOEs • There are very few high quality assets left… • Lindian’s current bauxite portfolio offers a mix of near coast, near ter
Slide 13: Guinea Infrastructure Development
Guinea Infrastructure Development • Billions of dollars have been invested in infrastructure in Guinea since 2015 transforming the country’s For personal use only export capacity with 5x more haul roads and export facilities • Major investment by the majors at GAC and CBG in addition to large player
Slide 14: The Lelouma Project: A world class, high grade, low silica resource
The Lelouma Project: A world class, high grade, low silica resource • A total JORC-compliant Mineral Resource estimate of 900 Mt at 45.0% Al2O3 and 2.1% SiO2. For personal use only • High grade resource of 398Mt at 48.1% Al2O3 and 2.0% SiO2. • The scale and quality of the Lelouma resource places it
Slide 15: Comparison of Global Bauxite Resources
Comparison of Global Bauxite Resources Al2O3: SiO2 ratio is the key indicator of economic value of a bauxite ore 30.0x 100.0% Al2O3 (%) SiO2 (%) Al2O3: SiO2 Ratio For personal use only 25.0x 80.0% 20.0x 15.0x Al2O3 Content Alumina Content (Silica Content) 60.0% 10.0x Al2O3: SiO2 Ratio 5.0x 40.0% - 2
Slide 16: Gaoual Project - Bouba Deposit
Gaoual Project - Bouba Deposit1 • The Resource includes a high grade tonnage of 84Mt at 51.2% Al2O3 For personal use only • The Bouba resources is at surface, with minimal overburden and readily mineable • Digestion test work has confirmed that the SiO2 content is predominantly fine grained quartz,
Slide 17: Woula Project – Near Term Production Potential
Woula Project – Near Term Production Potential • The Woula Bauxite Project is located in NE Guinea, proximal to the coast and For personal use only existing haul road and the Katougouma river port. • Has been subject to exploration on its southern side, but the western limb remains underexplored. •
Slide 18: Corporate Snapshot
CORPORATE SNAPSHOT Capital Structure Share Price Performance - Last Three Months For personal use only 0.026 Share Price1 A$0.023 Ordinary Shares on Issue 614 million 0.024 Options on Issue 222 million 0.022 Market Capitalisation A$14 million 0.02 Debt Nil 0.018 Top Shareholders1 Kabunga Holdings Pt
Slide 19: Board and Key Management
BOARD AND KEY MANAGEMENT Mr Danny Keating, Chief Executive Officer For personal use only • Mining Engineer and a Chartered Management Accountant. With over 25 years of mining industry experience with particular expertise developing bulk commodity projects and operations. For the past 10 years, he le
Slide 20: High quality assets in a high growth industry
High quality assets in a high growth industry Balanced portfolio with mix of near term production and long term resources For personal use only • The Woula project is located 10km from existing infrastructure with near term production potential ASSETS ✓ • The high alumina conglomerate bauxite asset
Slide 21: Appendices
For personal use only 21 Appendices
Slide 22: What is Bauxite? Aluminium is extracted from bauxite
What is Bauxite? Aluminium is extracted from bauxite • Aluminium demand drives bauxite demand For personal use only • Around 5 tonnes of bauxite are required to make 1 tonne of aluminium Bauxite Alumina Aluminium (5t) (2t) (1t) • Bauxite is processed in an alumina refinery to produce alumina before