AVENIRA LIMITED r personal use only
Wonarah - Tier 1 Phosphate Project
March 2022
CRU Phosphates Conference
ASX: AEV
Disclaimer
onlyThis presentation has been prepared by Avenira Limited (Avenira). This document does not constitute or contain an offer, invitation, solicitation or recommendation with respect to the purchase or sale of any security in Avenira. This document does not constitute an offer to sell, or a solicitation of an offer to buy, any securities in any jurisdiction (in particular, the United States of America), or a securities recommendation. This document is not a prospectus, product disclosure statement or other offering document under Australian law or any other law and will not be
l dged with the Australian Securities and Investments Commission.
This document contains a summary of information about Avenira and its activities that is current as at the date of this document. The information in this document is general in nature and does not purport to be complete or to contain all the information which a prospective investor may require in evaluating a possible investment in Avenira or that would be required in a prospectus or a product disclosure statement prepared in accordance with the
useCorporations Act 2001 (Cth) (Corporations Act). Recipients should conduct their own analysis in order to satisfy th mselves as to the accuracy and completeness of the information, statements and opinions contained in this pr sentation.
The information contained in this document has been prepared in good faith by Avenira, however no guarantee representation or warranty expressed or implied is or will be made by any person (including Avenira and its affiliates and their directors, officers, employees, associates, advisers and agents) as to the accuracy, reliability, correctness, completeness or adequacy of any statements, estimates, options, conclusions or other information contained in this document.
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c ntemplated.
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Statements contained in this document, including but not limited to those regarding the possible or assumed future costs, the global economic climate, commodity prices, environmental risks, performance, dividends, returns, revenue, exchange rates, potential growth of Avenira, industry growth or other projections and any estimated company earnings are or may be forward looking statements. Forward-looking statements can generally be identified by the use of words such as 'project', 'foresee', 'plan', 'expect', 'aim', 'intend', 'anticipate', 'believe', 'estimate', 'may', 'should', 'will' or similar expressions. These statements relate to future events and expectations and as such involve known and unknown risks and significant uncertainties, many of which are outside the control of Avenira. Actual results, performance, actions and developments of Avenira may differ materially from those expressed or implied by the forward-looking statements in this document. Such forward-looking statements speak only as of the date of this document. There can be no assurance that actual outcomes will not differ materially from these statements.
Compliance Statement
Information in this document relating to Exploration Results or estimates of Mineral Resources or Ore Reserves has been extracted from the reports listed below. The reports are available to be viewed on the company website at: www.avenira.com
Wonarah Project
15 March 2013: Technical Report Mineral Resource Estimation for the Wonarah Phosphate Project, Northern
Territory, Australia 30 April 2014: Quarterly activities report
Avenira confirms that it is not aware of any new information or data that materially affects the information included in the original market announcements and, in the case of estimates of Mineral Resources or Ore Reserves, that all material assumptions and technical parameters underpinning the estimates in the relevant market announcement continue to apply and have not materially changed. Avenira confirms that the form and context in which the Competent Person's findings are presented have not been materially modified from the original market announcement.
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Wonarah Project | ||
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§ | Tier 1 premium grade phosphate deposit in Australia | |
§ 100%-owned by Avenira | ||
§ JORC 2012 resource of 550Mt, with 67Mt at 30% P2O5 (27% cutoff grade) | ||
§ Scoping study for Thermal Phosphoric Acid Plant and Ferric Phosphate Plant | ||
underway | ||
§ Strategic review continuing into supply/demand from: | ||
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§ Lithium ferro phosphate (LiFePO4) cathode market | ||
(growing strongly) | ||
§ Fertilizer market (typically seasonal) | ||
§ Excellent infrastructure including nearby road, rail, gas, and water | ||
§ Abundant sun, almost 365 days per year blue sky, no clouds, highest photovoltaic | ||
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power potential |
§ Proposed renewable power including solar and thermal regeneration of power complimenting baseload gas power
§ Ongoing discussions with downstream industry participants
Wonarah positioned to leverage strong phosphate demand growth in Cathode and Fertilizer markets
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Phosphate Market - Batteries
onlyLithium Ferro Phosphate (LFP) batteries are growing in popularity for electric vehicles and static storage due to:
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Source CRU: No Y Axis scale supplied, but demand is predicted to be three fold by 2026. tMAP is technical mono ammonium phosphate or purified phosphoric acid about 61% P2O5 and PWA/TPA is purified wet acid approximately 60% P2O5
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Rise of LiFePO4 Batteries
Significant change in sentiment towards safer, longer life, recycle friendly Lithium Ferro Phosphate (LFP) batteries batteries in last 6 months
§ | Tesla recently announced in its 2021 Q3 investor deck that it would be changing the |
only§ | battery in its standard range vehicles to LFP |
A number of other significant announcements also occurred in late 2021: | |
use | § LG Chem increasing LFP production, |
§ Samsung SDI expanding into LFP batteries, | |
§ Mercedes Benz to launch LFP vehicles in 2024, | |
§ BMW investment in ONE (US Company) re LFP battery development and | |
§ Volkswagen plans for a LFP "Unified Battery Cell" by 2023 | |
§ | With electric cars growing in popularity worldwide, switching to LFP batteries can |
personalr | potentially reduce the cost of an electric car by 20-25% |
§ | Electric vehicles will become cheaper than internal combustion vehicles within 3 -4 |
years according to Tritium, a global vehicle charging designer, developer, and operator |
Source: BCG, Spider diagram showing advantages of LFP batteries, e.g. larger grey area = better all-round performance in Safety, Energy, Power, Lifespan and fast charging compared to other batteries. LMO = Lithium Manganese Oxide, NCA = Lithium Nickel Cobalt Aluminum, NMC = Lithium Nickel Manganese Cobalt, LFMP = Lithium Iron Manganese Phosphate
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Avenira Limited published this content on 09 March 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 09 March 2022 22:42:05 UTC.
