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International Lithium: Royalty And Strategic Investments Company Presentation September 2017.

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Welcome to International Lithium Corp. - Lithium Royalty And Strategic Investments Company. Our trading symbol is TSXV: ILC.

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International Lithium: Royalty And Strategic Investments Company Presentation September 2017.

  1. 1. International Lithium Corp. SEPTEMBER 2017
  2. 2. Back into the future THE WORLD JUST BEFORE THE INTERNET THE OPPORTUNITY InternationalLithium2017 2
  3. 3. InternationalLithium2017 Lithium will power humans for the next 50 years, then Robots 3
  4. 4. International Lithium u Strategic Investments u Strategic Controlling u M&A u Royalty u Two Assets in Joint Ventures (“JV”) with a “Top 5” worldwide leader in the industry InternationalLithium2017 4
  5. 5. Let’s talk about lithium u  Lithium is a strategic commodity, powering the Energy rEVolution u  Disrupting a $4 Trillion Transportation and $8 Trillion Energy Industry u  The cost of lithium in your iPhone is about $1 u  In a Tesla battery, lithium accounts for about 2% of the battery’s cost InternationalLithium2017 5
  6. 6. Lithium Market There is not enough lithium for battery demand Summer 2015 December 2016 $ 1 Billion $ 2.5 Billion InternationalLithium2017 In 2016: Supply is up 14% Prices are Up 74% Total Lithium Market by Sales 6
  7. 7. InternationalLithium2017 7 POWER OF BLUE SKY DISCOVERIES + GREEN TECHNOLOGY I N T E R N A T I O N A L L I T H I U M C O R P ILC:TSXV OTC:ILHMF FRA:IAH February/March 2017 International Lithium Corp. The ILC Team. Portfolio of world class Lithium Assets which are ready to realize value in Strategic Transactions.
  8. 8. The ILC Team u  Access to the international markets u  Deep technical expertise based on successful record with Ganfeng Lithium in brine and spodumene projects development u  Experts in Financial Engineering u  Experts in Strategic Controlling u  Experts in Behavioral Marketing u  Deep understanding of Junior Mining Markets InternationalLithium2017 8
  9. 9. The ILC Team InternationalLithium2017 Directors Kirill Klip, MBA, Chairman - Vision / ILC Culture / Talent Management / Capital Markets John Wisbey, Deputy Chairman - Capital Markets / Financial Engineering Maurice Brooks, Special Adviser - Strategic Risk Management / Internal Audit Ross Thompson, Director - Behavioural Marketing Management Kirill Klip, CEO & President - Strategy / Brand Management / M&A / Strategic Controlling Anthony Kovacs, COO - Strategic Controlling / Mining / Exploration Maurice Brooks, B.Sc., FCA (ICAEW), Interim CFO - Financial & Risk Management Nancy La Couvée, Corporate Manager - Compliance / IR Afzaal Pirzada, Chief Technical Consultant and Qualified Person (NI43-101) Natalia Lobanova, EA - Marketing / PR / Promotion / Social Media 9
  10. 10. World Class Lithium Assets INTERNATIONAL LITHIUM CORP. HOLDS PORTFOLIO OF WORLDS CLASS ASSETS READY TO REALIZE VALUE IN STRATEGIC TRANSACTIONS.
  11. 11. Mariana Lithium Brine u  JV with GFL, ownership in Litio Minera Argentina 20% ILC: 80% GFL u  ILC has Back-in Right for additional 10% interest u  ILC guaranteed 1% NSR if diluted below 5% u  100% ownership of salar (16,000 hectares) u  Maiden Resource Calculation completed 2017 u  Evaporation test ponds commissioning 2017 u  Pilot Permitting scheduled for Q4 2017 u  GFL currently operator, production target (2019-2020) u  ILC can acquire a 1% NSR from TNR Gold InternationalLithium2017 11
  12. 12. Mariana - Resource Estimate 2017* InternationalLithium2017 12 Indicated resource*: 1,248,000 tonnes of LCE (Lithium Carbonate Equivalent) Inferred resource*: 618,000 tonnes of LCE •  The indicated resource is estimated at 765 billion litres of brine grading: 306 mg/L lithium (Li) 9,457 mg/L potassium (K) •  The inferred resource is estimated at 361 billion litres of brine grading: 322 mg/L lithium (Li) 10,316 mg/L potassium (K) •  Brine resources are tabulated and reported for average specific yield (SY) of 15% and a cut-off value of 230 mg/L Li. Effective date for this resource estimate is January 20, 2017 * Technical Report; Mariana Lithium Project, Salar de Llullaillaco, Argentina”, April 10, 2017 (www.SEDAR.com), authored by Geos Minerals Consultants. The effective date for the resource estimate is January 20, 2017, which represents the date of the most recent data that supports the brine estimate in the Technical Report.
  13. 13. Mariana - Resource Estimate 2017* InternationalLithium2017 13 * Technical Report; Mariana Lithium Project, Salar de Llullaillaco, Argentina”, April 10, 2017 (www.SEDAR.com). Category Effective Volume M m 3 Brine Density g/mL Li mg/L B mg/L K mg/L SO4 2- mg/L Mg mg/L HCO3 - mg/L Li Kt LCE Kt Indicated 766 1.218 306 599 9,456 15,530 4,291 529 234 1,248 Inferred 361 1.222 322 642 10,316 15,315 4, 566 535 116 618 2000 metres Modelled lithium grade (mg/L) from brine samples (section 7256000N) Li 350 320 300 250 mg/L
  14. 14. Argentina Salar Values InternationalLithium2017 Date Acquirer Asset Consideration Purchase Price (US$MM) % Purchased Implied Value 100% (US$MM) Area (ha) 100% EV/ha (US$/ha) 28-Mar-16 SQM Cauchari-Olaroz Cash & Loan $25.0 50% $50.0 83,000 $602 04-Aug-16 Wealth Minerals Atacama Salar Cash & shares $32.9 100% $32.9 46,200 $712 29-Jul-16 Wealth Minerals Quisquiro Salar Cash $3.4 100% $3.4 2,400 $1,408 14-Sep-16 Advantage Lithium Stella Marys Project Cash & shares $2.9 100% $2.9 1,472 $1,940 03-Mar-16 LITHIUM X Sal de los Angeles Shares $4.4 50% $8.7 8,187 $1,063 19-Jul-16 Millennial Lithium Pastos Grandes Cash & Shares $3.2 100% $3.2 1,221 $2,621 28-Oct-16 Argentina Lithium Arizaro Cash & Shares $5.7 100% $5.7 20,500 $278 Mean $1,232 Median $1,063 Advantage Lithium Acquisition of Orocobre Assets Shares $38 91% $42 85,543 $486 Souce: Advantage Lithium - Bloomberg, Factsheet, company disclosure. Notes: (1) Note: Priced as of November 22, 2016. Assumes CADUSD of 0.7440 and US$15million financing at C$1.00 per share. (2) 91% purchased assumes 75% of Cauchari acquired. Basic FD ITM FD ITM Share Shares Shares Market Enterprise LCE EV / LCE EV / LCE Price Outs. Outs. Cap Value Resources Resources Production (US$) (MM) (MM) (US$MM) (US$MM) (MMoz) (US$/t) (US$/t) Producers Orocobre Limited $3.05 209 210 $641 $618 4.5 $137.7 $35,299 Developers NeoLithium $0.88 65 67 $59 $43 0.0 n/a n/a Lithium X Energy Corp $1.75 67 73 $128 $109 1.0 $106.4 n/a Pure Energy $0.39 78 84 $32 $30 0.8 $36.3 n/a Lithium Americas Corp $0.60 301 318 $192 $180 13.2 $13.6 n/a Median Developer $36.3 Average Developer $52.1 Pro Forma Advantage $0.93 112.9 122.9 $114 $87 0.4 $247.6 PF Advantage - Midpoint of Expl. Target $0.93 112.9 122.9 $114 $87 2.5 $34.3 PF Advantage - High End of Expl. Target $0.93 112.9 122.9 $114 $87 4.6 $19.2 14
  15. 15. Lithium Americas – Ganfeng Investment u  US $174 Million Strategic Investment by Ganfeng Lithium u  US $49 Million share purchase for 19.9% of Lithium Americas u  = 10% of Cauchari-Olaroz project (50% owned by SQM) Valuation of Cauchari-Olaroz Project at approximately US $400 Million Deal also includes off-take for GFL for 70% of LA’s 50% or 35% of total production Deal also includes a US $125 Million debt facility to LA for construction finance InternationalLithium2017 15
  16. 16. Strategic Partnership With Ganfeng Lithium InternationalLithium2017 16 •  Litio Minera Argentina: 80% GFL : 20% ILC •  ILC retains 10% back-in right •  $2M loan to ILC can be repaid through production revenues or royalties from project •  Current budget 2016-2017: US $15M M A R I A N A P R O J E C T , A R G E N T I N A A V A L O N I A P R O J E C T , I R E L A N D •  Blackstairs Lithium Limited: 55% GFL : 45% ILC •  GFL has option to acquire an additional 24% of the project upon completion of $10M expenditures or producing a feasibility study. •  Average annual budget ≈ US $1M
  17. 17. Mavis and Raleigh, Ontario InternationalLithium2017 Mavis/Raleigh Pegmatite Projects, Ontario, Canada Strategic Partnership with Pioneer Resources u  Current Ownership: 100% ILC u  Pioneer has the option to earn an initial 51% in each Project by expending $1.5 million on each Project. u  Pioneer is currently conducting a $1.5 million exploration and drilling program 17 10 kilometers from Trans-Canada Highway 300km to Thunder Bay, Ontario Major Rail Network Electric Power Grid Skilled Labor Force Proximity to Infrastructure is Essential
  18. 18. Mavis – 2017 Exploration Drilling Results InternationalLithium2017 18 Key Intersections at the Fairservice (PEG006) Target Area***: • MF17‐39: 17.90m at 1.47% Li2O from 80.00m; • MF17‐40: 12.85m at 1.16% Li2O from 80.05m; • MF17‐49: 26.30m at 1.70% Li2O from 111.9m including 7.70m at 2.97% Li2O from 130.5m; and • MF17‐50: 16.55m at 1.45% Li2O from 74.55m and 23.10m at 1.36% Li2O from 122.00m. *** All widths reported are core widths and have not been converted to true widths. True width of the drill hole intercepts, which may be shorter than those reported, are currently unknown. 4.2% Li2O/ 1.15m 3.32% Li2O/ 2.05m 3.14% Li2O/ 2.35m
  19. 19. M & A Concept u Strategic Investor – direct acquisitions u Equity Placements u Sale of JV Assets to JV Companies u Growth of JV Acquisitions through JV Partnerships u Direct Share Purchases u Royalty u Product Off-take Rights Purchasing InternationalLithium2017 19
  20. 20. Financing Strategies u  Strategic Investors u  P/E u  Equity Placements u  Sale of JV Assets to JV Companies u  Finder’s Fees for Transactions u  Strategic Controlling (“SC”): “In The Same Boat” Concept - ILC is motivated by Carried Interest / Royalties / Products Off-take Agreements u  SC: Monitoring strategic progress, evaluating deviations and taking corrective actions InternationalLithium2017 20
  21. 21. Opportunity u  Action Plan: to jumpstart ILC’s M&A activities u  Focus: Mariana Lithium JV In Argentina with Ganfeng Lithium ILC’s joint venture with Ganfeng Lithium is an entry point to a vertically integrated lithium business with an industry giant u  Strategy: to build VC Capital in a number of M&A transactions u  Construction of ILC Royalty Portfolio as an underlining business model ILC’s stake in the Mariana joint venture is of particular interest for OEMs entering into the electric car and lithium battery business looking to secure their long term lithium supply Please contact us to explore this opportunity. Thank You! InternationalLithium2017 21 InternationalLithiumCorp@gmail.com

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