Lindian Resources Limited · ASX:LIN
Lindian Resources — Investor Presentation (November 2024)
19 slides from Lindian Resources's investor presentation, Nov 7, 2024
Slide 1: Becoming a globally significant critical minerals producer
For personal use only Becoming a globally significant critical minerals producer. Alwyn Vorster, Chief Executive Officer ASX: LIN Investor Webinar Thursday 7th November 2024 1
Slide 2: Important Information - Disclaimer
Important Information 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, fo
Slide 3: Webinar Agenda
Webinar Agenda • Rare Earths – Market Outlook For personal use only • Kangankunde Project o Project Background o Recent Focus Areas o Project Timeline o Funding Progress • Q&A • Close Kangankunde Source: Lindian Resources – Kangankunde Site Tour June 2024 3
Slide 4: Rare Earth Elements
Rare Earth Elements Rare Earth Elements (REEs) are a group of 17 elements essential for modern technology and sustainable solutions. Neodymium (Nd) and Praseodymium (Pr) are needed in the production of permanent magnets used in EVs, Wind turbines and robotics. For personal use only 4
Slide 5: REE Value Chain
REE Value Chain Lindian will be well positioned to respond to the increasing NdPr demand when the time comes through the development of the Kangankunde Project1. For personal use only Mining Beneficiation MREC Separation RE Metal Alloy Permanent Magnets Drill, Crushing, Cracking, Toll treatment, Sep
Slide 6: Rare Earths Outlook
For personal use only Rare Earths Outlook 6
Slide 7: NdPr Price Outlook
NdPr Price Outlook NdPr prices increasing since June 2024 – the turning point? For personal use only Source: Project Blue Report 2024 7
Slide 8: Kangankunde Project
For personal use only Kangankunde Project 8
Slide 9: Kangankunde Project – Feasibility Study Highlights
Kangankunde Project – Feasibility Study Highlights 1 For personal use only 1 2 3 CRUCIAL TO SUPERIOR LOW Global Tier 1 Project in Capex & Supply stable jurisdiction Opex 4 5 6 STRONG FULLY MA SSIVE Return on Permitted Scalable Investment Asset 1.ASX announcement – 1 July 2024 “Outstanding Kangankund
Slide 10: Mineral Resources & Ore Reserves
Mineral Resources & Ore Reserves Sufficient Resources and Reserves to support multi-decade project. For personal use only 400 Mt-800 Mt Exploration Target1 261 Mt Mineral Resources1 Carbonatite rock with abundant monazite Source: Lindian Resources Site Tour June 2024 23 Mt Ore Reserves1 Cautionary S
Slide 11: Kangankunde Site Layout
Kangankunde Site Layout Stage 1 Project will produce ~15,300 tpa of Monazite concentrate containing ~8,200 tpa rare earth oxides (REO) and ~1,600 tpa NdPr.1 For personal use only 1.ASX announcement – 1 July 2024 “Outstanding Kangankunde Stage 1 Feasibility Study Results” 11
Slide 12: Pre-Construction Activities
Pre-Construction Activities • Offtake agreements For personal use only • Metallurgical Drilling & Flowsheet optimisation • Design & Construction (D&C) contract negotiation1 • Civil contract negotiation • Power contract negotiation • Site support infrastructure development • Mining lease expansion &
Slide 13: Funding Progress
Funding Progress Lindian is currently negotiating funding options with parties interested in Kangankunde Stage 1 and a potential expanded Stage 2 operation1. For personal use only Funding pipeline; • Trading / Construction Companies • US Government Loans & Grants • German Government & European Raw M
Slide 14: Indicative Project Timeline
Indicative Project Timeline 2024 2025 2026 For personal use only Feasibility Study Funding FID Pre-Construction Activities Non-Processing Infrastructure (Access Roads, Borefields; Power) Mine development Processing Plant procurement & construction PC Commissioning FOOT • FID – Final Investment Decis
Slide 15: Becoming a globally significant critical minerals producer
For personal use only Becoming a globally significant critical minerals producer. lindianresources.com.au ASX: LIN 15
Slide 16: Appendices
For personal use only APPENDICES ASX: LIN 16
Slide 17: For personal use only
For personal use only ASX: LIN 17
Slide 18: Kangankunde – Exploration Target
Kangankude – Exploration Target An Exploration Target has been determined for the Central Carbonatite of the Kangankunde Rare Earths Project in addition to the current Mineral Resource Estimate (MRE), as follows: Target Range Tonnes (millions) Grade (TREO %) Exploration Target Lower 400 2.0% For per
Slide 19: Competent Person Statement
Competent Person Statement The information in this presentation that relates to Exploration Results, The information in this presentation that relates to the Ore Reserve for the Metallurgy Results, and Mineral Resources of the Kangankunde Rare Earths Kangankunde project is based on and fairly repres
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