Livium Ltd. · ASX:LIT

Livium — Cobre Montana NL — Investor Presentation (May 2015)

12 slides from Livium's investor presentation, May 2015

  1. Slide 1: Cobre Montana Investor Presentation

    Lithium and Cobre Montana COBRE MONTANA INVESTOR PRESENTATION May 2015 DISRUPTIVE TECHNOLOGY TO REVOLUTIONIZE LITHIUM PRODUCTION lithium mica + sulphuric acid = high-purity lithium carbonate + potassium sulphate (fertilizer) & impurity removal 1 May 2015 Copyright © 2015, Cobre Montana NL

  2. Slide 2: Disclaimer

    Lithium and Cobre Montana Disclaimer This presentation is for information purposes only. Neither capital expenditures, ore reserves and mineral resources COMPETENT PERSON’S STATEMENT this presentation nor the information contained in it and anticipated grades and recovery rates and are, or may const

  3. Slide 3: Company snapshot

    Lithium and Cobre Montana Company snapshot COBRE MONTANA – A UNIQUE FOCUS ON LITHIUM SENIOR MANAGEMENT George Bauk (non-executive chairman-elect) Expert in specialty metals, particularly rare earths. Project management, marketing and financing Adrian Griffin (managing director) Exploration, producti

  4. Slide 4: Disruptive technology to fill the supply gap

    Lithium and Cobre Montana Disruptive technology to fill the supply gap ABUNDANT FEED – LITHIUM MICAS, THE FORGOTTEN RESOURCE BATTERY GRADE LITHIUM CARBONATE EXCLUSIVE TECHNOLOGY EXPANDING SUPPLY GAP 4 May 2015 Copyright © 2015, Cobre Montana NL

  5. Slide 5: Company strategy

    Lithium and Cobre Montana Company strategy PRODUCTION OF BATTERY-GRADE Li CARBONATE FROM Li MICAS  Zero energy footprint  Waste materials with no mining cost  High feed grades  Fast reaction time – low capital cost UTILIZE THE FORGOTTEN RESOURCE  Capitalize on the most abundant lithium minerals

  6. Slide 6: Proof of concept

    Lithium and Cobre Montana Proof of concept THE CONCEPT BECOMES REALITY Cinovec Lithium Concentrate Grade Li20 K20 CaO Al2O3 FeO MgO S Rb Cs % % % % % ppm ppm ppm ppm Lepidolite - lithium mica 1.81 7.41 1.57 19.3 6.91 367 740 6671 222 K(Li,Al,Rb)3 (Al,Si)4 O10 (F,OH)2 Zinnwaldite - lithium mica K(Li,

  7. Slide 7: Company achievements: April 2015 – a pivotal month

    Lithium and Cobre Montana Company achievements APRIL 2015 – A PIVOTAL MONTH 4 1. First lithium carbonate from Cinovec 2. European Metals comments on Li carbonate 3. Cobre and European sign 50/50 JV HoA 4. Cobre reports results of pivotal quarter 3 2 1 7 May 2015 Copyright © 2015, Cobre Montana NL

  8. Slide 8: April 2014 achievements

    Lithium and Cobre Montana April 2014 achievements REPRODUCIBLE RESULTS FROM LEPIDOLITE HILL AND CINOVEC CINOVEC EVALUATION ▸ Low operating costs = competitive edge ▸ Energy-efficient process ▸ Valuable by-product credits ▸ Bottom quartile costs <$2000/t of Li carbonate produced ▸ far less than produ

  9. Slide 9: The Cost Profile

    Lithium and Cobre Montana The Cost Profile Target 9 May 2015 Copyright © 2015, Cobre Montana NL

  10. Slide 10: The Li market

    Lithium and Cobre Montana The Li market CONSUMPTION BY APPLICATION DEMAND FOR Li BATTERIES 2% Aluminium 6% 10% Other 32% 17% Metallurgical powders Chemicals and pharmaceuticals 22% 11% Lubricants Batteries Glass and ceramics PRODUCTION BY COUNTRY Hard-rock producers 1.6% 3.1% Argentina Talison, Gree

  11. Slide 11: Global lithium resources

    Lithium and Cobre Montana Global lithium resources The emergence of Cinovec in only 3 months Source: U.S. Geological Survey, Mineral Commodity Summaries, February 2014 Inferred Li Resource of 5.5Mt LCE*, 514.8Mt @ 0.43% Li2O (0.1% Li cut-off) Additional Exploration Target of 3.4-5.3Mt LCE, 350-450Mt

  12. Slide 12: Company advantages

    Lithium and Cobre Montana Company advantages VALUE-ADDING FACTORS Alliance with Strategic Metallurgy Partnership with European Metals ▸ Access to technology protected by patent ▸ Large resource. applications. ▸ Low operating cost. ▸ On-going technical support. ▸ Expansion potential. First-mover adva

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