Livium Ltd. · ASX:LIT
Livium — Cobre Montana NL — Shareholder Meeting (November 2014)
17 slides from Livium's shareholder meeting presentation, Nov 24, 2014
Slide 1: Powering a Clean Energy Future
Cobre Montana NL POWERING A CLEAN ENERGY FUTURE For personal use only L I T H Presentation to the Annual General Meeting 24 November, 2014 I U M 1
Slide 2: Disclaimer
DISCLAIMER Cobre Montana NL For personal use only This presentation is for information purposes only. Neither this presentation nor the information contained in it constitutes an offer, invitation, solicitation or recommendation in relation to the purchase or sale of shares in any jurisdiction. This
Slide 3: A Position of Strength
A POSITION OF STRENGTH Cobre Montana NL For personal use only Capital structure 84M Ordinary Shares 52M Partly Paid Shares 15M Unlisted Options Market cap. $4.6M Strong partnerships Perth based Strategic Metallurgy P/L providing technical support and access to proprietary technology Focu
Slide 4: Lithium – The Metal of the Future
LITHIUM – THE METAL OF THE FUTURE Cobre Montana NL For personal use only WHAT IS LITHIUM? Lithium (chemical symbol Li) is ‘the great enabler’ of the 21st century. Lithium is the lightest solid element and is used in the manufacture of Computers, Communication devices and Consumer electronics (3C). I
Slide 5: Progress to Date
PROGRESS TO DATE Cobre Montana NL For personal use only 1. Option to acquire Ravensthorpe lithium pegmatites 2. Coolgardie Rare Metals Venture with FML 3. Work commences at CRMV 4. Lithium extraction technical assistance agreement 11 5. Float results from Lepidolite Hill 6. High-grade concentrates f
Slide 6: The Projects
THE PROJECTS Cobre Montana NL The projects are all located in Western Australia, close to developed public infrastructure, including road, rail, power and mining services. For personal use only 6
Slide 7: The Projects
THE PROJECTS Cobre Montana NL For personal use only Coolgardie Rare Metals Venture (80% CXB, 20% FML) CRMV is an initiative of Cobre and Focus Minerals based on areas of high lithium pegmatites, 15km south of Coolgardie, WA. Prior mining at Lepidolite Hill has left about 400,000t of lepidolite-rich
Slide 8: Achievement – Proof of Concept
ACHIEVEMENT – PROOF OF CONCEPT Cobre Montana NL LEPIDOLITE-TO-LITHIUM PROOF-OF-CONCEPT 99.6% Battery Grade lithium carbonate from Lepidolite Hill For personal use only with potassium sulphate by-product (ASX: 27 Oct 2014) The lepidolite lithium extraction process is protected by patent applications.
Slide 9: Leverage from Lepidolite
LEVERAGE FROM LEPIDOLITE Cobre Montana NL For personal use only COBRE MONTANA HAS: • access to the only known, effective lepidolite processing technology • exclusive licensing rights to use that Li extraction technology • technical assistance agreement to optimize lithium extraction from lepidolite
Slide 10: The Market – Consumption & Uses
THE MARKET – CONSUMPTION & USES Cobre Montana NL For personal use only 10
Slide 11: The Market - Green, Portable Power
THE MARKET - GREEN, PORTABLE POWER Cobre Montana NL Aluminium For personal use only 6% Other Lithium demand is increasing at 11%pa, driven largely by 10% 32% Metallurgical powders the battery market, which is expanding at 20%pa. Likely to 17% accelerate, with anticipated production of Electric Vehic
Slide 12: The Market - Lithium Sources
THE MARKET - LITHIUM SOURCES Cobre Montana NL For personal use only HARD-ROCK DEPOSITS – about 50% of global supply • Spodumene and petalite – Li/Al silicates High-grade Found in Australia, Canada, Zimbabwe, and Portugal Low capital, high operating cost BRINE PRODUCERS – about 50% of global su
Slide 13: The Overlooked Resource
THE OVERLOOKED RESOURCE Cobre Montana NL For personal use only SIGNIFICANT Li SITTING IN MINE DUMPS • Poor recoveries from calcine flowsheets • Difficult to achieve product specification • Separated and discarded as waste HYDROMETALLURGICAL PROCESSING PARADIGM • New lithium extraction technology • A
Slide 14: The Market - Competition
THE MARKET - COMPETITION Cobre Montana NL For personal use only 3.1% 1.6% 11.3% 8.5% Argentina HARD-ROCK PRODUCERS Australia Talison, Greenbushes WA Brazil 36.8% 38.2% Chile Sociedade Mineira de Pegmatite, Portugal China Bikita Minerals (Pvt) Ltd, Zimbabwe Portugal 0.4% Zimbabwe Various producers in
Slide 15: The Strategy
THE STRATEGY Cobre Montana NL For personal use only SUMMARY To leverage an exclusive technology and deliver Battery Grade Lithium Carbonate to market based on completed proof-of-concept testing. TO EXTRACT Li AND RARE METALS FROM Li MICA • Mineral input – lepidolite A common mineral Readily avai
Slide 16: The Cobre Montana Advantage
THE COBRE MONTANA ADVANTAGE Cobre Montana NL For personal use only SIGNIFICANT VALUE IN THE ALLIANCE WITH STRATEGIC METALLURGY • Independently verified purity of Li carbonate from lepidolite • Ongoing technical support and process optimization • First mover advantage • Licence exclusivity DIRECT ACC
Slide 17: Contact
CONTACT Cobre Montana NL For personal use only Cobre Montana NL ASX:CXB Adrian Griffin - 0418 927 658 [email protected] www.cobremontana.com.au 17
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