TSX-V: SLL OTCQX: STLHF XETRA: S5L
Corporate Overview
JULY 2020
Corporate Overview TSX-V: SLL OTCQX: STLHF JULY 2020 XETRA: S5L - - PowerPoint PPT Presentation
Corporate Overview TSX-V: SLL OTCQX: STLHF JULY 2020 XETRA: S5L DISCLAIMER The Presentation is intended for educational and informational purposes only and does not replace independent professional judgment. Statements of fact and opinions
TSX-V: SLL OTCQX: STLHF XETRA: S5L
JULY 2020
DISCLAIMER
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. 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
and economic developments in the countries and states in which the Company operates, regulatory developments domestically 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
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 technical content of this presentation has been reviewed and approved by Steve Ross, P.Geol., a Qualified Person as defined by National Instrument 43-101 and an employee of the Company.
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TSXV: SLL | OTCQX: STLHF
Standard Lithium’s industrial scale LiSTR direct lithium extraction demo plant installed at LANXESS south plant near El Dorado Arkansas
Largest reported lithium brine project in the U.S. . Initial target production of 21,000 tonnes LCE First mover with a clear path to production, existing infrastructure, most permits already in place Proprietary, Proven, Bolt-On Direct Lithium Extraction technology to extract and purify lithium from the waste brine by-product of existing bromine production facilities in south Arkansas. Strategic partnership with global chemical major LANXESS (Bayer, spinoff) includes project finance, off-take and operations commitment Geo-politically safe, business friendly, low cost Arkansas U.S. location
EXECUTIVE SUMMARY
The most rapidly advancing, de-risked lithium project in North America
Positive ESG profile as North America’s most sustainable direct lithium extraction and processing project, minimal environmental footprint, full social license Strong project economics – lowest quartile OPEX Battery Quality Li2CO3
Current Demand 300k tonnes, growing to 930k tonnes in 2025 and 2.1mm in 2030 LITHIUM SUPPLY DEMAND PROJECTIONS
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TSXV: SLL | OTCQX: STLHF
1,000,000 2,000,000 3,000,000 4,000,000 5,000,000 6,000,000 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 2037 2038 2039 2040 TotalDemand Total Operational Supply
Arkansas Target Initial Production Commences
Market set to move into a structural deficit from 2025 onward
Source Benchmark Mineral Intelligence
Major auto makers release EV’s, cost parity with ICE Government CO2 & GHG regulations kick in Increased vehicle choice + lower prices + government incentives
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NO LONGER JUST A TESLA STORY
are all-in on EV’s
Limited vehicle choice – Higher price vehicles sales to early adopters
& infrastructure investments spurring EV development
internal combustion
engine (ICE) by 2023
ensure lithium supply
Arkansas Target Initial Production Commences
Comparison to internal combustion vehicles
FIRST TO MARKET: SLL’s Disruptive Lithium Extraction & Crystallization Technologies Will Accelerate The Sustainable Energy Transition
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Standard Lithium’s proprietary direct lithium extraction and A.I. powered lithium crystallization technologies are the key to unlocking a globally significant domestic U.S. critical mineral resource.
more efficient than evaporation ponds
all lithium-void brine returned to source aquifer
infrastructure of North America’s largest brine processing facilities
>99.9% Li2CO3 for next generation lithium ion batteries
supply chain, with virtually no mining or chemical processing
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USA 1%
China 14% Australia 46% Chile 28% Argentina 11%
Lithium Mining USA 7%
China 51% Chile 29% Argentina 11% Russia 2%
Lithium Chemical Processing USA
11% China 57% Japan 15% Korea 10% Europe 7%
Lithium Battery Cell Production
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The most rapidly advanced, proven direct lithium project in North America SOUTH ARKANSAS LITHIUM PROJECT: Project Summary
Largest reported lithium brine asset in the U.S. - 3.9 mm MT LCE*
processing facilities, existing infrastructure, most permits in place
ARKANSAS
ARKANSAS EL DORADO
LANXESS West Plant LANXESS Central Plant LANXESS South Plant
LANXESS Project:
TETRA Project:
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Located on one of the worlds largest brine reservoirs.
SOUTH ARKANSAS LITHIUM PROJECT
MAGNOLIA ARKANSAS
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TSXV: SLL | OTCQX: STLHF
Standard Lithium & LANXESS AG: Joint Venture Joint Development Project
Apply Innovative Technologies & Strategic Partnership To Develop America’s Next Lithium Project * Expertise & Capital
company (Bayer spinoff)
commitment*
Fast-track to Production
sales & marketing, operational expertise in brine processing, economies of scale for large power contracts & chemical reagent purchases
facilities in North America
Lithium for project development**
*News Announcement November 12, 2018: standardlithium.com/investors/news-events **News Announcement November 01, 2019 standardlithium.com/investors/news-events
WEST PLANT
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CENTRAL PLANT SOUTH PLANT LANXESS FACILITIES IN SOUTH ARKANSAS
South Arkansas Operations
Bromine Extraction Lithium Extraction Waste Brine
* EXISTING INFRASTRUCTURE
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26 SUPPLY & 35 DISPOSAL WELLS IN PLACE BROMINE TOWER
125 mm barrels of brine processed annually
* EXISTING INFRASTRUCTURE
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LiSTR Direct Extraction Process
Bromine Extraction* Extraction* Wellfield* pH Balance And Filter* Reinjection Wellfield* Lithium Loading Reactor Washing Stage Lithium Stripping Reactor Ion Exchange Polishing High Purity Lithium Chloride Solution
SiFT: AI-powered continuous crystallization designed to produce highest purity Li2CO3 for next generation lithium ion batteries
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TSXV: SLL | OTCQX: STLHF
SiFT LITHIUM CARBONATE CRYSTALLISATION TECHOLOGY
SiFT: AI-powered continuous crystallization designed to produce highest purity Li2CO3 for next generation lithium ion batteries
Technology Innovation – High Purity Li2CO3
SODA ASH ADDITION/SOFTENING PURIFIED LiCl CONCENTRATE FROM LiSTR COOLING LOOP WASH, FILTER & DRY >99.9% LITHIUM CARBONATE PRODUCT HEATING LOOP LITHIUM CARBONATE SLURRY REAL TIME PHOTO MICROSCOPY OF CRYSTAL MORPHOLOGY & SIZE HOT REACTOR VESSEL COLD REACTOR VESSEL MACHINE LEARNING PROCESS CONTINUOUSLY OPTIMIZES BASED ON ANALYTIC INPUTS
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LEVERAGING EXISTING INFRASTRUCTURE FOR PHASED BUILD-OUT
Initial Target – 21,000 tonnes/year battery quality Li2CO3 from existing waste brine stream
DEMONSTRATION PLANT PHASE 1: SOUTH PLANT PHASE 2: WEST PLANT PHASE 3: CENTRAL PLANT EXPANSION 100-150 TPA Li2CO3 9,700 TPA Li2CO3 8,300 TPA Li2CO3 3,000 TPA Li2CO3 30,000+ TPA Li2CO3
Expansion Target – total production 50,000+ tonnes/year battery quality Li2CO3
Standard Lithium owns or holds the exclusive worldwide rights for its LiSTR direct extraction and SiFT continuous crystallization technologies
INTELLECTUAL PROPERTY OVERVIEW
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utilizing a ceramic ionic sieve sorbent material in a stirred tank reactor process. Patent pending.
through trade secrets and know-how.
Lithium holds the exclusive worldwide license through an agreement with the University of British Columbia.
patent and IP counsel.
ARKANSAS
LOCATION PROVIDES COMPETITIVE ADVANTAGE
Low-cost operating environment
Deep talent pool
Low tax rates
Proximity to major automotive markets
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MANAGEMENT - DIRECTORS
ROBERT MINTAK
CEO
PRESIDENT, COO 20+ years experience in corporate management, with a specific emphasis on strategic development .He has a global network of lithium industry contacts and is a pioneer in the rapidly evolving lithium space
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TSXV: SLL | OTCQX: STLHF An experienced geoscientist with a PhD in Geochemistry from the University of Bristol, UK, and has worked
in the resource, power and energy sectors in Europe, Africa, and North and South America.
ROBERT CROSS
NON-EXEC CHAIRMAN
An engineer with 25 years of experience as a company builder. He co-founded and serves as Chairman of B2Gold, which will achieve almost one million ounces
Engineering Degree from the University of Waterloo (1982) and received an MBA from Harvard in 1987.
KARA NORMAN
CFO A Chartered Professional Accountant with extensive experience in financial reporting for resource development and technology companies.
ANTHONY ALVARO
DIRECTOR Co-founder of Standard Lithium with over two decades capital markets. Experience., Anthony Alvaro has raised in excess of $500 million in for both public and private companies. Jeff is a CFA charter holder and holds a masters degree in Finance and Economics from the University of
capital market experience as an investment banker with both Canaccord Genuity and Raymond James and an economist at Deloitte.
JEFF BARBER
DIRECTOR
TECHNICAL TEAM - SCIENTIFIC ADVISERS
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LITHIUM EXTRACTION
CRAIG BROWN
LITHIUM EXTRACTION Craig Brown is a hydrometallurgical expert with
developing processes for separating a wide range of chemicals from aqueous solutions. He was a central figure in the development and application of ion exchange technology, which is now well established and utilized in over 50 countries in dozens of different applications.
ROSS LEWIS
SENIOR PROJECT MANAGEMENT Ross has over 45 years of experience in process engineering, mechanical engineering, materials handling systems design, project management, procurement and construction in projects around the globe.
STEVE ROSS P.GEO
PROJECT MANAGEMENT Steve is an environmental and water resource professional. His water resources background includes hydrogeology, water quality, groundwater modeling, regulatory strategy, and water resources evaluation, and he is Licensed as a Professional Geologist in California and Alberta. Jason is a recognized global expert
robotics on reaction optimization. Jason’s work with Standard Lithium integrates machine learning and newly developed robotic tools to visualize and control reactions as they happen in real time.. LITHIUM CRYSTALLIZATION LITHIUM CRYSTALLIZATION
Nobel Pr Prize ze for Chemistry in 2001 for his work on chirally catalyzed oxidation
the Priestley Medal, the American Chemical Society’s highest honor, in 2019. He discovered several chemical reactions which have transformed asymmetric synthesis from science fiction to the relatively routine.
with over 35 years experience in hydrometallurgical bench and pilot plant testing. He has successfully built and operated more than 60 pilot plants around the globe.
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Corporate Snapshot Capital Structure
Shares outstanding
105,484,296
Warrants & Options outstanding 24,000,000 Cash balance (3/31/2020) $7.1mm CDN Share price 07/10/20 $1.01 CDN Market Capitalization 07/10/20 $105mm CDN 52 Week Share Price Range $0.39-$1.54 CDN
Legal Counsel: Cassels Brock & Blackwell LLP Auditors: MacKay LLP Transfer Agent: AST Trust Company Ltd.
SLL S5L
CUSIP: 853606101 WKN A2DJQP │ ISIN CA8536061010
STLHF
STANDARD LITHIUM LTD. 1100 Melville Street - Suite 835 Vancouver, BC, Canada V6E 4A6 1-604-409-8154 CONTACT INFORMATION Robert Mintak Chief Executive Officer Standard Lithium, Ltd. r.mintak@standardlithium.com 1-604-440-5229