TSX-V: SRA Corporate Presentation 2014-Q4 A N EW S OURCE , A N EW P ROCESS FOR G REEN T ECHNOLOGY L ITHIUM
Disclaimer This presentation contains "forward-looking information" within the meaning of Canadian securities legislation. All information contained herein that is not clearly historical in nature may constitute forward-looking information. Generally, such forward-looking information can be identified by the use of forward- looking terminology such as "plans", "expects" or "does not expect", "is expected", "budget", "scheduled", "estimates", "forecasts", "intends", "anticipates" or "does not anticipate", or "believes", or variations of such words and phrases or state that certain actions, events or results "may", "could", "would", "might" or "will be taken", "occur" or "be achieved". Forward-looking information is subject to known and unknown risks, uncertainties and other factors that may cause the actual results, level of activity, performance or achievements of the Company to be materially different from those expressed or implied by such forward-looking information, including but not limited to: (i) volatile stock price; (ii) the general global markets and economic conditions; (iii) the possibility of write-downs and impairments; (iv) the risk associated with exploration, development and operations of mineral deposits; (v) the risk associated with establishing title to mineral properties and assets; (vi) the risks associated with entering into joint ventures; (vii) fluctuations in commodity prices; (viii) the risks associated with uninsurable risks arising during the course of exploration, development and production; (ix) competition faced by the resulting issuer in securing experienced personnel and financing; (x) access to adequate infrastructure to support mining, processing, development and exploration activities; (xi) the risks associated with changes in the mining regulatory regime governing the resulting issuer; (xii) the risks associated with the various environmental regulations the resulting issuer is subject to; (xiii) risks related to regulatory and permitting delays; (xiv) risks related to potential conflicts of interest; (xv) the reliance on key personnel; (xvi) liquidity risks; (xvii) the risk of potential dilution through the issue of common shares; (xviii) the Company does not anticipate declaring dividends in the near term; (xix) the risk of litigation; and (xx) risk management. Forward-looking information is based on assumptions management believes to be reasonable at the time such statements are made, including but not limited to, continued exploration activities, no material adverse change in metal prices, exploration and development plans proceeding in accordance with plans and such plans achieving their stated expected outcomes, receipt of required regulatory approvals, and such other assumptions and factors as set out herein. Although the Company has attempted to identify important factors that could cause actual results to differ materially from those contained in the forward-looking information, there may be other factors that cause results not to be as anticipated, estimated or intended. There can be no assurance that such forward-looking information will prove to be accurate, as actual results and future events could differ materially from those anticipated in such forward-looking information. Such forward-looking information has been provided for the purpose of assisting investors in understanding the Company's business, operations and exploration plans and may not be appropriate for other purposes. Accordingly, readers should not place undue reliance on forward-looking information. Forward-looking information is made as of the date of this press release, and the Company does not undertake to update such forward-looking information except in accordance with applicable securities laws. Corporate presentation 2
Overview The Facts - Lithium 1. Lithium • Facts • The world is shifting to Renewable Energy • Applications • Unmatched specific energy – dominate the market 2. Market • Demand • Superior energy and excellent life • Supply • No substitute in portable devices • Positioning • 2 Major markets: EV and Energy Storage • Production 3. Stria • Why Stria Lithium • Stria owns a Proprietary Process to produce High • Exploration Asset Purity Li-Metal from Spodumene • Proprietary process • Strategically aligned with technology partners • Team • Stria’s innovation = de-risked business plan Lithium is the green mineral of the future Corporate Presentation 3
Industrial Applications Li Consumption 2014 J.A. Arfvedson,1817 Lubricating greases (13%) Batteries Aluminum (11%) (35%) Air treatment (4%) Lubricating greases (7%) Batteries Pharmaceuticals Aluminum (3%) (65%) (6%) Other (8%) Air treatment Glass & Ceramics (26%) (2%) Pharmaceutic als (2%) Li Consumption Other (4%) Glass & Ceramics 2021 (14%) Source: Web compilation - 2014 4
Global Market Growing demand in: • Industrial mineral • Consumption in relationship with GDP: – 2000 -12: 5.6% 1 2 – 6.0% (LCE 1 : 55,000t) 2013: – 10-12% 2014: EV Market Energy Storage – LCE: 240,000t 2021: Slowly growing but Actually growing • China (30%) is the largest consumer of Li, and no limits huge LT potential followed by EU, Japan • Li technology batteries are the fastest growing use: 65% GLC 2 by 2025 1 LCE: Lithium Carbonate Equivalent 2 GLC: Global Lithium Consumption Corporate presentation 5
Demand EV Market Snapshot Li Batteries New Plug-in Sales 12,500 Monthly Trend • Performance: Store 3x more energy • Environmentally friendly 6,500 • Consumption of LCE 1 in 2013: 55,000t • By 2021: 240,000t 2011 2012 2013 2014 0 Source: EDTA, 2014 Total PHEV CAGR 2 2011-25 Battery Uses Li contents on the road Pure Electric Vehicles (EV) 8-40 kg July 2014 Plug-in Electric Vehicles (PHEV) 1-10 kg 27.3% 234,023 Hybrid Electric Vehicles (HEV) 0.8-2 kg July 2013 Grid Storage kilos 21.3% + 96% Power tools Batteries 40-60 g 4.7% 119,404 Laptop Batteries 30-40 g Tablet Batteries 20-30 g 9.7% 1 LCE: Lithium Carbonate Equivalent Mobile Phones 8-25 g 2 CAGR: Compound Annual Growth Rate Source: modified from Fox-Davies, 2013 Corporate Presentation 6
Production – 2 major sources Hard Rock – Pegmatite deposits Brines – Salar deposits ~ 1/3 world’s Li production, RAISING ~ 2/3 world’s Li production, DIMINISHING Greenbushes operation, Australia Salar de Atacama, Chile 1 Km • High grade (0.5 – 4 % Li 2 O) • Low grade (200 – 1,400 mg/l Li) – By-product Small Volume, Small Footprint Large Volume, Large Footprint • Conventional mining • Time : evaporation (18-24 months) ~ 40-50% • N Am. known for their spodumene-rich pegmatites • Sensitive to elevation and climate conditions Corporate Presentation – May, 2014 7
Why Stria Lithium? ….Because of it M INING T ECHNOLOGY Company New TSX-V exploration company listed since December 2013 Focused on the G REEN Energy Revolution New P ROCESSES Strategic A LLIANCES ….Because of it G LOBAL V ISION Corporate Presentation 8
Market Implication It’s all about Grade and Price STRIA Lithium hydrochloric acid Conventional Start at Sulphuric acid Start at Future EV Plus Technical Battery Industrial EV Grade Grade Grade Grade Grade demand Purity of Li Carbonate <99.0% 99.0% 99.5% 99.9% 99.99% 99.9999% Price (US$/t) $ 6,500 $ 8,500 $ 15,500 Actual and Future requirements Energy + Time + Costs Source: modify from Seymor Pierce research and Fox-Davies Corporate presentation 9
Market Position Clear business plan Transformation Mining Applications Stria Lithium Exploration & End Users Operations Processing Battery manufacturers • Expertise • Expertise • Expertise • Time consuming • Market barriers • Know-how • Capital $$$ Corporate presentation 10
Strategic Alliances Stria Lithium is part of a B IGGER P ICTURE Other JV Partners Corporate presentation 11
2 Exploration Properties Pontax-Lithium (Québec) and Looking for Acquisitions - Spodumene - Willcox (Arizona) - Brine - Corporate Presentation 12
Proprietary Process – 1 of 2 « Hard Rock » (spodumene) Stria’s process Corporate Presentation 13
Proprietary Process – 2 of 2 « Hard Rock » (spodumene) Novel process that: More efficient, Fewer controls, and Less chemistry No Sulphuric Acid No precipitation circuits = diminish floor space Environmentally sustainable Impurities removed at the start Reducing costs By-Products : – White cement (pure Aluminum Silicate, cement industry) – Ferric-Chloride (water treatment purification) Corporate Presentation 14
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