Savannah Resources Plc · LSE:SAV
Savannah Resources — Investor Presentation (March 2018)
21 slides from Savannah Resources's investor presentation, March 2018
Slide 1: Portugal Lithium Project Presentation
AN ENERGY METALS GROUP Portugal Savannah Lithium Resources Plc Project Presentation | Portugal Lithium | March Project Presentation 2018 March 2018
Slide 2: Disclaimer
DISCLAIMER 2 The information contained in these slides and the accompanying oral presentation (together, the "Presentation") have not been approved by an authorised person within the meaning of the Financial Services and Markets Act 2000 ("FSMA"). If any person is in any doubt as to the contents of
Slide 3: The Executive Team
THE EXECUTIVE TEAM 3 DAVID ARCHER, CEO MICHAEL MCGARTY, CFO MARTIN STEINBILD, DALE FERGUSON, LITHIUM BUSINESS TECHNICAL DIRECTOR Over 30 years’ mining Qualified accountant with DEVELOPMENT experience extensive M&A, Financial Over 20 years’ in the Track record of bringing Leadership, and stra
Slide 4: Moving Towards Lithium Production
MOVING TOWARDS LITHIUM PRODUCTION 4 Fast-tracking Opportunity the licenced Mina do Barroso to be the first significant raw Lithium Project in Portugal into material lithium producer in Europe production Strategic Location Growing Markets with low political risk and close to strong demand fundamental
Slide 5: Strong Markets
STRONG MARKETS 5 SAV – Europe’s largest known open pittable spodumene deposit near infrastructure Lithium - A strategic commodity Global EV Demand Scenarios Supply crunch ahead – driven by demand Electric vehicle uptake sharply rising 900 Rapid improvements in battery technology and 800 installa
Slide 6: Portuguese Project
PORTUGUESE PROJECT 6 Mina do Barroso is one of four highly prospective lithium projects covering 1,024km2 in northern Portugal. The full licence portfolio includes one granted mining leasei (5.42km2), and nine pending exploration licence applicationsii Savannah acquired a 75% interest in its Portugu
Slide 7: Mina do Barroso – Northern Portugal
MINA DO BARROSO – NORTHERN PORTUGAL 7 High-grade, clean, low iron, spodumene lithium deposit with 30 year mining lease* NOA Reservatorio Campo de Futebol Romainho Alto do Cortico Romainh Piegro Negro o Carvalha Da Bacora Grandao Pinheiro *Granted May 2006 Savannah Resources Plc | Portugal Lithium Pr
Slide 8: Grandao Deposit
GRANDAO DEPOSIT 8 Savannah Resources Plc | Portugal Lithium Project Presentation March 2018
Slide 9: Mina do Barroso
MINA DO BARROSO 9 75% interest in the Mina do Barroso Lithium Project in Portugal, with a 30 year mining leasei Significant commercial Further upside Simple processing Export grade Established Strategically close scale model infrastructure to markets • Established resource of Resource open along Pro
Slide 10: Growing Resources with Multiple Targets
GROWING RESOURCES WITH MULTIPLE TARGETS 10 Inferred Mineral Resource Estimate of 9.1Mt at 1.03% Li₂O containing 94,100t of Li₂O using a 0.5% Li₂O cut-off grade Defined from only three of at least eight pegmatite deposits Resource Estimate and Target for Mina do Barroso Deposit Tonnes (Mt) Li₂O%
Slide 11: Defined Route to Production
DEFINED ROUTE TO PRODUCTION 11 Fast-tracking into mining – targeted to commence late 2019 Scoping Study underway by Hatch, the internationally recognised engineering group, due in Q2 2018 2018 2019 Planned Activityi Q1 Q2 Q3 Q4 Q1 Q2 Exploration RC/Diamond Drilling Scoping Study Hydrology, Geotechni
Slide 12: A Proven Model
A PROVEN MODEL 12 The tried and tested lithium journey Altura’s project is located at Pilgangoora in Western Australia Construction of the mine is underway Mining and processing will commence at the rate of 1.54Mtpa of ore to produce approximately 230,000 tonnes of lithium spodumene concentrat
Slide 13: Re-rating Potential
RE-RATING POTENTIAL 13 A great opportunity looking undervalued in the market Bubble size denotes market capitalisationi in GBP (millions) 3.00 2.50 720 Savannah Resources 2.00 Grade (%Li₂0) 1.50 306 748 824 38 1.00 69 470 0.50 0.00 0 20 40 60 80 100 120 140 160 180 200 Resource (and Savannah Explora
Slide 14: Lithium Comparable Analysis
LITHIUM COMPARABLE ANALYSIS 14 Savannah is the ONLY London-listed lithium project with a spodumene deposit and infrastructure links Project Mining Good London Open Market Company Project Location Spodumene Status Licence infrastructure listed Pittable cap(£)i Pilbara Mineralsii Pilgangoora Australia
Slide 15: Strong Value Fundamentals
STRONG VALUE FUNDAMENTALS 15 Company making potential High-grade Fast-tracking Mina do Barroso to take Clean concentrate with simple advantage of expected strong lithium processing and European location provides a significant strategic demand advantage Clear development path Supportive cornerstone S
Slide 16: Appendix
Appendix Savannah Resources Plc | Portugal Lithium Project Presentation March 2018
Slide 17: Geological Map
GEOLOGICAL MAP 17 Savannah Resources Plc | Portugal Lithium Project Presentation March 2018
Slide 18: Lithium Use
LITHIUM USE 18 Increased Lithium Use Driven by EV Battery Requirements Power Tools PHEV & BEV 40-60g 40-80 kg E-Bus Smartphones ~200kg 3-5g Savannah Resources Plc | Portugal Lithium Project Presentation March 2018
Slide 19: Spodumene Crystal
SPODUMENE CRYSTAL 19 Savannah Resources Plc | Portugal Lithium Project Presentation March 2018
Slide 20: Significant Assays Mina do Barroso Project
SIGNIFICANT ASSAYS MINA DO BARROSO PROJECT 20 Grandao Deposit 109m at 1.04% Li₂O from surface (uncut), including 52m at 1.32% Li₂O in 17GRARC17 71m at 1.06% Li₂O from 88m, including 57m at 1.2% Li₂O in 17GRARC19 59m at 1.13% Li₂O from 5m, in 17GRARC31 33m at 1.22% Li₂O from 40m, in 17GRARC41
Slide 21: www.savannahresources.com
www.savannahresources.com [email protected] Portugal Savannah Lithium Resources Plc Project Presentation | Portugal Lithium | March Project Presentation 2018 March 2018
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