1/16 TSX.V: LiX
2/16 Forward Looking Statements This Presentation includes and is based on forward-looking information and statements that are subject to risks and uncertainties that could cause actual results to differ. Factors that might cause or contribute to such differences include, but are not limited to, economic conditions globally, the impact of competition, political and economic developments in the countries in which the Company operates, regulatory developments in Nevada and internationally and changes in lithium prices and in the margins for the Company’s products. These expectations, estimates and projections are generally identifiable by statements containing words such as "expects", "anticipates", "targets", "goals", "projects", "intends", "plans", "believes", "seeks", "estimates", variations of such words, and similar expressions. Important factors that could cause actual results to differ materially from those expectations include, among others, economic and market conditions in the geographic areas and industries that are or will be major markets for the Company’s businesses, lithium prices, market acceptance of new products and services, changes in governmental regulations, interest rates, fluctuations in currency exchange rates and such other factors as may be discussed from time to time. Although the Company believes that its expectations and the information in this Presentation were based upon reasonable assumptions at the time when they were made, it can give no assurance that those expectations will be achieved or that the actual results will be as set out in this Presentation. The Company is not making any representation or warranty, expressed or implied, as to the accuracy, reliability or completeness of the information in the Presentation, and neither the Company nor any of its directors, officers or employees will have any liability to the reader or any other persons resulting from the reader's use of the information in the Presentation. The Company undertakes no obligation to publicly update or revise any forward-looking information or statements in the Presentation. The reader should consult any further disclosures the Company may make in documents it files with the applicable securities regulators. The Presentation is intended for educational and informational purposes only and does not replace independent professional judgment. Statements of fact and opinions expressed are those of the participants individually. The information is not designed to provide financial, tax planning, accounting, investment, business or legal advice, in any way whatsoever. The reader should consult with a lawyer, accountant and other professionals in respect of contents hereof. Furthermore, the information in no way should be construed or interpreted as, or as a part of, an offering or solicitation of securities. Investors are advised to discuss any trading with a registered securities broker or personal finance professional prior to investing. The technical content of this Presentation has been reviewed and approved by Timothy S. Oliver PE, P .Eng. for the Company, who is a Qualified Person as defined by National Instrument 43–101 with the ability and authority to verify the authenticity and validity of technical and scientific data.
3/16 LiX Mission: Develop economically viable and environmentally conscious lithium to empower the battery revolution. Build the strongest team in the lithium exploration and development business and finance in a way that's constructive for existing and future shareholders.
4/16 why invest? 1. team 2. asset 3. timing The LiTHIUM X team has created LITHIUM X’s main asset is adjacent to The energy storage revolution is several multi-billion dollar companies the only producing lithium brine generating high demand for lithium, from scratch and has access to a operation in North America. with some analysts forecasting global network of business, order-of-magnitude demand government and philanthropic Other companies in the area have increases. leaders. created significant shareholder value in a short period of time by exploring Battery giants are scaling up The team are major shareholders in for lithium. lithium-ion production with mega LiTHIUM X and are focused on factories and actively acquiring raw maintaining a sound share structure Technology is making recovery more materials through long-term offtake and financing the company in ways environmentally friendly than ever agreements. that benefit existing and future before. shareholders. Companies already producing lithium Proving up a resource is likely to cost are attempting to increase The technical and project personnel far less than in other commodities. production. However, the majority of are leading experts in environmental current production (both brine and permitting and resource projects in Management is actively pursuing hard-rock operations) are capacity the United States, and have a notable strategies to enhance its project constrained with geopolitical risk track record in the area. portfolio. affecting some of the world’s major production areas.
5/16 lix team Paul Matysek Brian Paes-Braga Tim Oliver Dan Kriznic Fiore Management Executive Chairman Founder & CEO VP Project CFO & Advisory Corp Development Founder & Corporate Finance Transactions the team has been involved in: $2.4b $3.1b merger merger formed 1997 2004 2007 2011 2012 $1.8b $434M $112M merger acquisition merger * All numbers are approximate
6/16 capital structure 28m 0 2.8M 30.8m 2.2m 30% issued & warrants options fully diluted cash insider outstanding ownership * All numbers are approximate
7/16 strategically located property / clayton valley, nevada tesla Nevada is the single best ranked globally by the # 1 # 3 gigafactory mining jurisdiction in the U.S. respected, "Fraser Institute's annual Survey of Mining Countries." $4.5 b $1.3 b Albemarle’s Silver Peak brine evaporation pond project, the only commercially producing to be invested in tax incentives lithium project in North America commitment to source domestic raw material first tesla gigafactory Albemarle’s Silver Peak 3.5 brine evaporation pond hours project drive
8/16 property Contiguous to Albemarle’s Clayton Valley North Silver Peak mine, the only producing claims cover lithium operation in North America, 4,360 acres with 2 production wells bordering the property. Albemarle only producing Lithium mine in North America since 1967 LiTHIUM X Clayton Valley North claims lithium cover 4,360 processing plant acres producing wells drill holes Pure Energy NI 43-101 inferred resource of 816,000 LCE (tons of Lithium)
9/16 Batteries have long powered gadgets. They now have started to power cars, and pretty soon will be helping to keep the lights on, opening up a “massive” and “untapped” opportunity for investors. MarketWatch, october 2015
10/16 Political / Social industry momentum Business elon musk announces that it's tesla mandate to acquire resources within the USA 2014-2015 obama reveals clean energy plan the us deems lithium a strategic metal tesla reveals plans to build tesla takes $800m in pre- $5b gigafactory in nevada orders for its new home batteries in just 2 weeks google's self driving cars reach the milestone of 1 million miles tsx-v listed company agreement to supply tesla with lithium in september the 1 miilionth hydroxide apple plans to ship FMC announced 15% electric car is built driverless cars by 2019 increase in lithium price 1m volkswagen dieselgate scandal causes uproar stock price falls by 30%
11/16 unprecedented Demand Growth Key demand drivers demand is forecast to outstrip supply through 2025 by 25% by 2020 ‘000 tonnes > 30 % 120% 400 350 110% cagr 300 100% renewable grid storage 90% 250 20-30 % 200 80% cagr 150 70% transportation 100 60% 8-10 % 50% 50 cagr 40% 0 consumer 2008 2009 2010 2011 2012 2013 2014e 2015e 2016e 2017e 2018e 2019e 2020e adjusted demand effective scenario 1 scenario 2 scenario 3 supply operating rate source: credit suisse, 2014 Lithium hydroxide “sold out” in 2015 Luke Kissam, CEO Albemarle, Aug 2015
12/16 global supply Tesla's commitment to source domestic raw materials: “It will enable us to establish a supply chain that is local and focused on minimizing environmental impact while significantly reducing battery cost.” Liz Jarvis-Shean , a Tesla spokeswoman said in an e-mail. - Bloomberg, March 2014 current hard rock and brine projects are capacity constrained 4 % 14 % clayton china geopolitics restrict valley, nv production in some areas 42 % chile argentina 80 % 36 % australia of US lithium is imported Hard rock Brine source: USGS Mineral Commodity Summaries
13/16 price increase lithium carbonate price forecast USD/ton 99.5% ~ 2 % $ = lithium of battery cost lithium carbonate Lithium prices could increase dramatically historical prices without noticeably affecting retail prices USD/ton of consumer electronics, electric vehicles or large storage batteries. $ 9,200 2024 Pricing for lithium carbonate has tripled since 2003 $ 8,830 2022 2012 $ 6,000 2008 $ 5,000 $ 8,430 2020 FMC recently announced “across the board 15% increase in price” $ 4,000 2006 $ 7,970 2018 $ 2,000 2004 $ 7,390 2016 $ 2,000 2002 source: roskill and signumbox source: Stormcrow * All numbers are approximate
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