Cleantech Lithium Plc · LSE:CTL
Cleantech Lithium — Investor Presentation (August 2024)
26 slides from Cleantech Lithium's investor presentation, August 2024
Slide 1: Advancing Sustainable Lithium Projects in Chile
AIM: CTL | OTCQX: CTLHF Company Presentation l August 2024 Advancing Sustainable Lithium Projects in Chile August 2024 CleanTech Lithium | Company Presentation 2024 1
Slide 2: Disclaimer
Disclaimer This presentation (“Presentation”) is being supplied to you solely for your information. The Presentation has been prepared by, and is the sole responsibility of CleanTech Lithium (the “Company”, or “CleanTech” or “CTL”). The directors of the Company have taken all reasonable care to ensu
Slide 3: Premium Lithium Product for the EV & Energy Storage Market
CleanTech Lithium (AIM: CTL | OTCQX: CTLHF) Premium Lithium Product for the EV & Energy Storage Market Scoping studies completed for two projects, robust economics PFS underway on Laguna Verde project led by Worley DLE to be powered by Chile’s abundant renewable power DLE pilot plant producing high
Slide 4: Why CleanTech Lithium and What Next
Summary Why CleanTech Lithium and What Next Leader in exploration & development of DLE based projects in key lithium jurisdiction of Chile Targeting early Q3 2024 for ASX Q3 2024 first reserves and updated JORC trading resource estimate for Laguna Verde project First production of battery-grade lith
Slide 5: Market Underpinned by Demand for EV batteries
Lithium demand rising strongly Market Underpinned by Demand for EV batteries The lithium market is expected to be in deficit from 2028 Demand set to grow by 30+% per annum (2022-2030) – in line with rapid uptake of EVs and energy storage Outlook • Canaccord estimates LCE demand to reach 2.9 million
Slide 6: Board that has Delivered Commercial Projects
CTL's leadership team has extensive in-country and international experience Backed by growing team in Chile with the right skills to Board that has Delivered Commercial Projects bring CTL’s projects into production Dr. Steve Kesler Gordon Stein Maha Daoudi Tommy McKeith Jonathan Exec-Chairman + CFO
Slide 7: Corporate Snapshot
Corporate Snapshot Overview Listings (AIM:CTL), (OTCQX:CTLHF), (FWB:T2N) Shares in issue 145,162,326 Major Shareholders As at 22 July 2024 Share price (22 July 2024) A$0.49 / 25.30p Regal* 15.35% Cash (31 December 2023) A$11.8M / £6.2M Board and Management 8.74% *Emerging Companies Opportunities Fun
Slide 8: Our Projects
Our Projects Drill rig in place at Laguna Verde, 2023 CleanTech Lithium | Company Presentation 2024 8
Slide 9: Located in established mining districts
Projects - introduction Located in established mining districts Laguna Verde is the flagship asset at Pre-Feasibility Study (PFS) stage Two scoping studies completed in 2023 with Laguna Verde and second asset Viento Andino Combined JORC compliant estimate of 2.72Mt LCE resource CleanTech Lithium | C
Slide 10: Laguna Verde
Project 1 Laguna Verde JORC Resource Measured Indicated M+I Inferred Total Lithium (mt LCE) 0.5 0.7 1.1 0.7 1.8 Grade (mg/l Li) 199 194 196 208 200 JORC resource of 1.8 million tonnes LCE, 1.1mt M&I 217km2 licence area Active Q1/Q2 2024 drilling campaign to convert resources to reserves 275km to min
Slide 11: Viento Andino
Project 2 Viento Andino JORC Resource Measured Indicated M+I Inferred Total Lithium (mt LCE) 0.0 0.44 0.44 0.48 0.92 Grade (mg/l Li) n/a 221 221 195 207 Second project – CTL’s new lithium discovery 2022 127km2 licence area - located within 100km of Laguna Verde, similar key infrastructure Water and
Slide 12: Exploration Upside
Arenas Blancas and Llamara – Projects 3 & 4 map Exploration Upside Arenas Blancas – new opportunity Llamara - early stage 377km2 Latest project 605km2 Large basin LICENCE AREA IN LARGEST LITHIUM PRODUCING REGION LICENCE AREA Located within Salar de Atacama basin (30% of global In 2023, CTL carried o
Slide 13: Direct Lithium Extraction
Direct Lithium Extraction Digital interpretation of a drilling well accessing the sub-surface aquifer at Laguna Verde. CleanTech Lithium | Company Presentation 2024 13
Slide 14: Selective Extraction of Lithium from Brine
Direct Lithium Extraction (DLE) Selective Extraction of Lithium from Brine DLE has been used for more than 20 years by Livent in Argentina, and more recently in China. Much higher recoveries than evaporation ponds Short production (1 to 2 days) vs evaporation ponds (12 to 24 months) Low environmenta
Slide 15: Our Pilot Plant in Copiapó
Our Pilot Plant in Copiapó CTL’s Pilot Plant began operation in late Q1 2024 Designed for 1 tonne per month LCE, hourly through- put data has exceeded this Blue columns are loaded with lithium adsorbent from Lanshen Plant is producing high quality concentrated eluate Eluate shipped to partner in N.
Slide 16: Pilot Plant and Downstream Process
Pilot Plant and Downstream Process CTL Pilot Plant: Conductive Energy Lithium Concentrated 11.2X Concentrate 3.6X Concentrate 3.1X DOWNSTREAM PROCESS TO 197 mg/L 710 mg/L 2,194mg/L CONVERT TO LITHIUM PRODUCT BRINE DLE REVERSE OSMOSIS Laguna Verde DLE Unit at Reverse Osmosis Milling & Battery Grade W
Slide 17: Process Optimised for Battery Grade Samples
Process Optimised for Battery Grade Samples Pilot plant first stage production completed: 88m3 of concentrated eluate (appox. 1 tonne LCE) Total recovery of 88% for lithium from feed brine, very high impurity rejection rates producing high quality purified eluate Conductive Energy completed downstre
Slide 18: Accessing Existing Power and Minimising Water Loss
Delivering the projects Accessing Existing Power and Minimising Water Loss Power Water Evaporation Chile’s existing power grid has one of the highest ponds renewable energy capacities in the world >100m3 of water loss1 per 1 tonne LCE CTL plans to lock in a 100% renewable energy PPA for 24/7 year-ro
Slide 19: Strong Stakeholder Relationships based on Co-designed Agreement with Local Communities
ESG-led approach Strong Stakeholder Relationships based on Co-designed Agreement with Local Communities Early engagement with indigenous communities has led to a co-designed and signed alliance to collaborate on EIA An established relationship with local communities will help streamline the CEOL per
Slide 20: Funding Strategy
Delivering the projects Funding Strategy Deliver robust PFS: On completion of the PFS in late 2024 to engage with strategic investors for offtake and project funding. Strategic Partners: Fund development via offtake, equity and debt, maximising value at each stage. Debt 60-70% Strategic partner 10-2
Slide 21: Appendices
Appendices CleanTech Lithium | Company Presentation 2024 21
Slide 22: Operational and Management Team with the Right Skills
Team to deliver Operational and Management Team with the Right Skills Jason Baverstock* Sabine Macaya Rodrigo Rivas Marcela Sepulveda María Fernanda Rojas Dermot Boylan Executive Strategy Operations DLE Community Senior Hydrogeologist Group Financial & Development Manager Processes Relations Control
Slide 23: Scoping Study Summaries
Laguna Verde and Viento Andino Scoping Study Summaries Highlights Laguna Verde (Jan 2023) Viento Andino (Sept 2023) Production of lithium carbonate tonnes per annum 20,000 Up to 20,000 Estimated Operational Life 30 years c. 12 years Production Capex A$580m A$682m Opex A$5,871 per tonne A$5,522 per t
Slide 24: Mineral Resources / Production Targets
Mineral Resources / Production Targets • The Mineral Resource estimate for the Laguna Verde project on slide 8 is extracted from the release entitled Scoping Study – Laguna Verde Lithium Project dated 05 January 2023; • Production Target for the Laguna Verde project on slide 9 is extracted from the
Slide 25: References
References Lithium supply https://investingnews.com/battery-raw-materials-supply-cliff/ Lithium demand https://www.mckinsey.com/industries/automotive-and-assembly/our-insights/battery- 2030-resilient-sustainable-and-circular Chile’s lithium resource https://www.statista.com/statistics/268790/countri
Slide 26: Contact Us
Contact Us Jersey Chile Investor Relations CleanTech Lithium plc, de Carteret House, Lo Fontecilla 101 Felicity Winkles/ Philip Dennis/ Ali AlQahtani Castle Street, St Helier, Jersey, JE2 3BT. Office 716, Las Condes Celicourt Communications Santiago de Chile E: [email protected] E: [email protected]
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