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© Copyright Rock Tech Lithium Inc. TSX-Venture: RCK | Frankfurt: RJIA
Developing Lithium and Graphite Assets
Corporate Presentation
© Copyright Rock Tech Lithium Inc. TSX-Venture: RCK | Frankfurt: RJIA
Disclaimer and Reader Advisory
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This presentation is provided solely for the information purposes only to shareholders and qualified parties with an interest in the Company. This presentation does not constitute an offer to sell or solicit an offer to buy any securities of the Company and/or its subsidiaries. No person shall make, nor shall any be sought, an investment in the securities of the Company except pursuant to a duly receipted prospectus or pursuant to applicable prospectus exemptions. Any party reviewing this presentation should not construe its content as legal, tax or investment advice.
This presentation may contain “forward-looking information”. All statements, other than statements of historical information including without limitation statements relating to work completed on the projects, and the NI43-101 resource estimations, are forward-looking statements. These forward-looking statements are made as of the date of this presentation and the Company does not intend, and does not assume any obligation, to update these forward-looking statements. Forward-looking statements relate to future events or future performance and reflect management’s expectations or beliefs regarding future events. By their very nature forward-looking statements involve known and unknown risks, uncertainties and other factors which may cause the actual results, performance or achievements of the Company to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements. Factors that could cause actual results to differ materially from those in forward-looking statements include unsuccessful exploration results, changes in metals prices, changes in the availability of funding for mineral exploration, unanticipated changes in key management personnel and general economic conditions, title disputes as well as those factors detailed from time to time in the Company’s interim and annual financial statements and management’s discussion and analysis of those statements, all of which are filed and available for review on SEDAR at www.sedar.com.
In certain cases, forward-looking statements can be identified by the use of words 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 statements that certain actions, events or results “may”, “could”, “would”, “might” or “will be taken”, “occur” or “be achieved” or the negat ive of these terms or comparable terminology. Although the Company has attempted to identify important factors that could cause actual actions, events or results to differ materially from those described in forward-looking statements, there may be other factors that cause actions, events or results not to be as anticipated, estimated or intended. There can be no assurance that forward-looking statements will prove to be accurate, as actual results and future events could differ materially from those anticipated in such statements. Readers should not place undue reliance on forward looking statements. Note About Resource Estimations
In past Rock Tech Lithium Inc. presentations, the historic resource has been represented in Imperial tonnage. The Company’s current NI43-101 resource estimation for its Georgia Lake lithium project is represented in METRIC tonnage.
For standardization of historic and current resources, historic resources in this presentation has been converted to metric tonnage. Therefore, the historic resource of 9.78 million tons with weighted grade of 1.18% lithium oxide is stated as 8.87 million tonnes with a weighted grade of 1.18% lithium oxide in this presentation, utilizing conversion of 1 tonne = 1.102 tons.
All reference to tonnage in this presentation is expressed in TONNES (metric).
© Copyright Rock Tech Lithium Inc. TSX-Venture: RCK | Frankfurt: RJIA
Rock Tech Lithium Inc. – Our Mission
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Rock Tech is committed to creating long-term shareholder value by focusing on the development of its Georgia Lake lithium and Lochaber graphite
projects.
© Copyright Rock Tech Lithium Inc. TSX-Venture: RCK | Frankfurt: RJIA 4
Lithium
“With lithium carbonate being one of the lowest cost components of a lithium-ion battery, the issue to be addressed is not cost difference or production efficiency but supply security attained by acquiring lithium from diversified sources.”
Brian Jaskula United States Geological Survey
© Copyright Rock Tech Lithium Inc. TSX-Venture: RCK | Frankfurt: RJIA
The Lithium Sector - Estimated Global Resources of Lithium Metal: 34 million tonnes
*Source: US Geological Survey, Mineral Commodity Summaries, January 2012
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Chile 7.5 mT
Argentina 2.6 mT
Bolivia 9.0 mT
China 5.4 mT
USA 4.00 mT
Canada 0.36 mT
Australia 1.8 mT
Serbia 1.0 mT
Brazil 1.0 mT
Congo 1.00 mT
© Copyright Rock Tech Lithium Inc. TSX-Venture: RCK | Frankfurt: RJIA
The Lithium Sector - Estimated Global Reserves of Lithium Metal: 13 million tonnes
*Source: US Geological Survey, Mineral Commodity Summaries, January 2012
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Chile 7.5 mT
Argentina 0.85 mT
Bolivia 0.0 mT
China 3.5 mT
USA 0.04 mT
Canada 0.07 mT
Australia 0.97 mT
Serbia 0.0 mT
Brazil 0.06 mT
Portugal 0.01 mT
Zimbabwe 0.02 mT
© Copyright Rock Tech Lithium Inc. TSX-Venture: RCK | Frankfurt: RJIA
Lithium prices have tripled since 2000 due to expanded uses in vehicles, electronics, ceramics and lubricants;
Lithium-ion batteries are the single largest application for lithium;
Global use of lithium doubled between 2000 and 2011 (Roskill Information Services Ltd.);
Lithium demand is forecast to double to 300,000 metric tons by 2020 (Dahlman Rose & Co.);
Toyota’s Prius was the world’s third best-selling car line in the first quarter of 2012;
Worldwide shipments of tablets are expected to reach 142.8 million in 2013 and 222.1 million in 2016 (International Data Corp.);
The last two new mines to come into production were hard rock deposits:
Galaxy Resources Ltd.’s Mt. Cattlin project in Australia began production in 2010;
Rockwood Holdings Inc.’s (formerly Talison Lithium Ltd.) Greenbushes project in Australia;
The next project forecasted to be in production is Canada Lithium Corp’s Quebec Lithium project in Quebec, Canada;
The lithium sector is experiencing consolidation:
Chengdu Tianqi Industry (Group) Co. Ltd offered to purchase Talison Lithium Ltd. for $7.50 per share (≈ $835 million);
Galaxy Resources Ltd. purchased Lithium One Inc.
The Lithium Sector - Highlights
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© Copyright Rock Tech Lithium Inc. TSX-Venture: RCK | Frankfurt: RJIA
The Lithium Sector - Applications
Batteries 40%
Batteries 24%
2009 and 2010 Total demand: 120,000
tonnes of lithium carbonate
2015 Expected total demand: 195,500 to
200,000 tonnes of lithium carbonate
Batteries 40% of lithium use
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*Source: Roskill Lithium Report 2009
© Copyright Rock Tech Lithium Inc. TSX-Venture: RCK | Frankfurt: RJIA
Projects
Batteries 40%
Batteries 24%
Batteries 40% of lithium use
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Georgia Lake Lithium Project Beardmore, Ontario
© Copyright Rock Tech Lithium Inc. TSX-Venture: RCK | Frankfurt: RJIA 10
Georgia Lake: Property Details
April 2010 64 claims and 81 leases covering
11,481 hectares.
December 2009 23 claims and 81 leases covering 4,665 hectares.
Current 81 claims and 81 leases
covering 12,681 hectares.
© Copyright Rock Tech Lithium Inc. TSX-Venture: RCK | Frankfurt: RJIA 11
Over 33,000 metres of historic drilling
was completed by past operators in
the early 1950’s;
Past operators documented an historic
resource estimate of 8.87 million
tonnes (or 9.78 million tons) grading
1.18% Li2O*;
In 1955, a production decision was
made by Nama Creek Mining
Corporation;
In 1957, Nama Creek Mining
Corporation spent $5 million to build a
four compartment mine shaft sunk to
a depth of 153 metres;
Before achieving production,
operations were suspended due to a
rapid decline in lithium prices. *Source: Ontario Dept. of Mines, Geological Report No. 31, “Georgia Lake
Area”, by E.G. Pye, 1965
Georgia Lake: History
© Copyright Rock Tech Lithium Inc. TSX-Venture: RCK | Frankfurt: RJIA
Georgia Lake: Initial Resource Estimate
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In October 2011, an initial NI 43-101-
compliant resource estimate was
prepared;
The initial resource estimate was
based on 7,682 metres of drilling and
over 200 metres of trenching and
channel sampling;
The initial resource estimate included:
Indicated: 2.36 million tonnes at
1.17% Li2O;
Inferred: 4.36 million tonnes at
1.07% Li2O;
The initial resource estimate was
based on the Nama Creek and Conway
claim blocks representing 5.4 million
tons of the historic resource estimate.
© Copyright Rock Tech Lithium Inc. TSX-Venture: RCK | Frankfurt: RJIA
Georgia Lake: Metallurgy
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In 2011, metallurgical testing was conducted on a 770
kilogram bulk sample taken from the Nama Creek claim
block;
A single composite sample was prepared for heavy liquid
separation (“HLS”) and floatation testing with a head-
grade analysis of 1.49% Li2O;
The results of the metallurgical testing included:
HLS: a lithium concentrate with a grade of 6.21% Li2O
was produced with a 75.5% recovery rate;
Floatation: a lithium concentrate with a grade of
6.15% Li2O was produced with an 81.5% recovery
rate;
Lithium carbonate (“Li2CO3”) with a purity of 99.988% was
produced.
© Copyright Rock Tech Lithium Inc. TSX-Venture: RCK | Frankfurt: RJIA
Georgia Lake: Updated Resource Estimate (July 2012)
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During the winter 2011/2012 season, the
Company conducted the following
exploration:
4,608 metres of drilling;
436 metres of channel sampling;
Using data collected from fifty-nine drill
holes and sixteen channel samples, an
updated resource estimate was prepared;
The updated resource estimate included:
Indicated: 720,000 tonnes* at 1.05%
Li2O;
Inferred: 8.80 million tonnes at 1.03%
Li2O;
*The data from recent exploration did not sufficiently support the position of diabase
intersections in the historical data. As a result, the majority of the updated resource
estimate was classified as inferred.
© Copyright Rock Tech Lithium Inc. TSX-Venture: RCK | Frankfurt: RJIA
Georgia Lake: Updated Resource Estimate (September 2012)
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During the summer of 2012, the following
exploration activities were conducted:
Mapping the surface and subsurface
orientation of diabase dikes;
Re-logging drill cores using a magnetic
susceptibility meter;
Digging thirteen surface trenches;
Using data collected from the summer 2012
exploration program, an updated resource
estimate was prepared;
The updated resource estimate included:
Indicated: 3.19 million tonnes at 1.10%
Li2O;
Inferred: 6.31 million tonnes at 1.00%
Li2O;
© Copyright Rock Tech Lithium Inc. TSX-Venture: RCK | Frankfurt: RJIA 16
Georgia Lake: Community Relations
Three First Nations communities are in close
geographical proximity to the Georgia Lake
project:
Animbiigoo Zaagi’igan Anishinaabek (“AZA”);
Biinjitiwaabik Zaaging Anishinaabek (“BZA”);
Bingwi Neyaashi Anishinaabek (“BNA”);
In July 2011, the Company entered into a
Memorandum of Understanding (“MOU”) with
the three First Nations communities;
Rock Tech is committed to ensuring the equitable
and meaningful participation of the three First
Nations communities with respect to the
development of the Georgia Lake project.
© Copyright Rock Tech Lithium Inc. TSX-Venture: RCK | Frankfurt: RJIA
Georgia Lake: The Next Steps
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The short-term operational objectives for the
Georgia Lake lithium project include:
Demonstrating the potential viability of the
lithium resource via a preliminary economic
assessment (“PEA”);
Enter into discussions with potential lithium
end-users with the goal of securing long-
term sales agreements.
© Copyright Rock Tech Lithium Inc. TSX-Venture: RCK | Frankfurt: RJIA 18
Graphite
“The growth of the lithium-ion battery market could have a more dramatic effect on the graphite market as the demand for mobile energy storage systems rises. Large-scale fuel-cell applications are being developed that could consume as much graphite as all other uses combined.”
Donald Olson United States Geological Survey
© Copyright Rock Tech Lithium Inc. TSX-Venture: RCK | Frankfurt: RJIA 19
Graphite is valued for its conductivity, lubrication, heat resistance and bonding properties;
Graphite was categorized as a strategic material by the United States and the European Union;
The European Commission specifically cited graphite for its high supply risk and high economic importance;
The key driver for large flake graphite demand is growth in the lithium-ion battery market;
Today, lithium-ion batteries consume 30,000 tonnes of graphite per year with usage forecasted to increase 20% to 30% per year;
Growth in the large flake graphite market is also coming from alternative energy initiatives (portable fuel cells, solar electricity, new generation power);
China produces approximately 80% of the world’s graphite, followed by India (~ 12%), Brazil (~7%), Korea (~ 3%) and Canada (~2%);
Graphite prices range from $900 to $1,800 (USD) per tonne depending on flake size and purity;
The potential applications of graphene has further enhanced interest in the graphite sector.
The Graphite Sector - Highlights
© Copyright Rock Tech Lithium Inc. TSX-Venture: RCK | Frankfurt: RJIA
Projects
Batteries 40%
Batteries 24%
Batteries 40% of lithium use
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Lochaber Graphite Project Buckingham, Quebec
© Copyright Rock Tech Lithium Inc. TSX-Venture: RCK | Frankfurt: RJIA 21
The Lochaber property consists of 32 mineral claims covering 1,923 hectares over a 16 km2 area;
There are three known graphite occurrences on the property referred to as Burke, Kelly and McLaren;
There are two past producing graphite mines on the property known as the Mayo and Plumbago mines;
2 km wide by
8 km long
Lochaber: Property Details
© Copyright Rock Tech Lithium Inc. TSX-Venture: RCK | Frankfurt: RJIA
Lochaber: Introduction
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Lochaber Graphite Property
Quebec, Canada
In April 2012, the Company entered into an Option Agreement to earn a 100% interest in the Lochaber graphite project;
The Lochaber property is located fifty kilometres east of Ottawa, Ontario;
The Lochaber property is in close proximity to well-developed physical infrastructure including road access, power and water availability;
Large flake graphite has been identified on occurrences and past mines on the property;
Geologically, the graphite occurrences are found in Grenville Province, a series of paragneiss and crystalline limestone/marble rocks, and are classified as vein type filling, cavities, pockets and stockwork bound to shear zones.
© Copyright Rock Tech Lithium Inc. TSX-Venture: RCK | Frankfurt: RJIA 23
Lochaber: Surface Sampling
In May 2012, the Company collected eleven surface samples from various outcrops and boulders;
The assay results of the surface samples demonstrated the presence of graphite mineralization with grades up to 22%;
Sample ID Graphitic Carbon (“Cg”)
Kelly 12-01 16.70%
McLaren 12-01 3.01%
Burke 12-01 20.70%
Burke 12-02 10.40%
Burke 12-03 22.00%
Burke 12-04 16.60%
Plum 12-01 0.75%
Plum 12-02 10.30%
Plum 12-03 4.91%
Plum 12-04 13.60%
Plum 12-05 1.11%
© Copyright Rock Tech Lithium Inc. TSX-Venture: RCK | Frankfurt: RJIA 24
Lochaber: Geophysical Surveys
During the summer of 2012, the Company completed approximately 35 line kilometres of ground geophysical surveys over the Plumbago area;
These surveys included:
Magnetic;
Horizontal Loop Electromagnetic (“HLEM”)
The surveys identified five north-south trending conductors and several magnetic anomalies;
© Copyright Rock Tech Lithium Inc. TSX-Venture: RCK | Frankfurt: RJIA 25
Lochaber: Diamond Drilling
During the fourth quarter of 2012, more than 7,000 metres of diamond drilling has been completed on the property;
Highlights of the assay results received thus far include:
38.19 metres of 2.34% graphite
27.77 metres of 8.33% graphite
23.03 metres of 3.95% graphite
© Copyright Rock Tech Lithium Inc. TSX-Venture: RCK | Frankfurt: RJIA 26
Lochaber: The Next Steps
The short-term operational objectives for the Lochaber property are to:
Conduct infill and step-out drilling (complete –
assays pending);
Conduct trenching (complete – assays pending);
Conduct metallurgical tests on a core sample to determine flake size and purity;
Prepare an initial NI 43-101-compliant resource estimate;
© Copyright Rock Tech Lithium Inc. TSX-Venture: RCK | Frankfurt: RJIA
Share Structure
Current Share Structure
Issued* ~97.7MM
Fully Diluted* ~114.0MM
Price* $0.04 CAD
52 wk. high/low* $0.185 / $0.035
Market Capitalization* ~$3.9MM CAD
Cash** ~$700K CAD
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Source: Yahoo! Finance *As of January 28, 2013 ** As of most recently completed interim period (September 30, 3012)
© Copyright Rock Tech Lithium Inc. TSX-Venture: RCK | Frankfurt: RJIA
Board of Directors
Dirk Harbecke, MBA - Director
Mr. Harbecke is currently the CEO of ADC African Development Corporation, a financial services group focused on providing operational management, investment banking and merchant banking services to the banking and insurance markets in sub-Saharan Africa and other
select frontier markets. Mr. Harbecke possesses more than sixteen years of experience as a manager, entrepreneur and consultant in the financial and information and communications technology industries. Mr. Harbecke has significant project and managerial experience in
France, the UK, China, Abu Dhabi/Dubai, the US, North Africa and many countries in sub-Saharan Africa.
Christian Schlag, Ph.D (Geology) and M.Sc. (Geology Economics) - Director Mr. Schlag has served as the Senior Exploration Geologist for Goldfields South Africa, as the Economic Research Officer of the Geological Survey of SW Africa (Namibia), as Senior Lecturer at the University of Calaber (Nigeria), as Political Advisor for the Konrad Adenauer Foundation (Tanzania), as Consultant to the Indonesian Ministry of Mines and Energy and United Nations Industrial Development Projects (Indonesia) and was a member of the Deustche Forschungs Gemeinschaft (German Research Foundation). Additionally, Mr. Schlag consults on exploration projects for rare earth metals, uranium, gold, diamonds and heavy minerals throughout Africa and Asia and was instrumental in the discovery of the Marenica uranium project in northern Namibia.
Victor Goncalves, B.A. (Economics) - Director
Mr. Goncalves has a strong economics background with nearly ten years as a successful market analyst and consultant for several funds including The Harvard Management Fund. Additionally, Mr. Goncalves was the founder and director of The Equities and Economics Report
where he successfully predicted several major inflection points in the markets. Mr. Goncalves is the current CEO of Threegold Resources and continues to write for Barron’s Magazine, Resource Magazine, Kitco and other successful internet newsletters.
Afzaal Pirzada, M.Sc. (Geology) and P.Geo. – Director, Interim President and CEO, Vice President of Exploration
Mr. Pirzada has nearly thirty years of international experience in mineral exploration and mining. He is registered as a Professional Geologist in British Columbia, the Northwest Territories and Nunavut. Early in his career, Mr. Pirzada was responsible for uranium exploration with the
Atomic Energy Minerals Centre of Pakistan. Since coming to Canada, he has led exploration projects for spodumene, iron ore, nickel, PGE and titanium. Mr. Pirzada is a Qualified Person as defined in National Instrument 43-101 and is responsible for all aspects of Rock Tech’s
exploration programs.
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© Copyright Rock Tech Lithium Inc. TSX-Venture: RCK | Frankfurt: RJIA
Contact Information
Rock Tech Lithium Inc.
789 W. Pender Street, Suite 1205
Vancouver, British Columbia
Canada, V6C 1H2
Phone: +1.604.688.1140 | Fax: +1.604.688.1173
info@rocktechlithium.com | www.rocktechlithium.com
Afzaal Pirzada, P.Geo. – Interim CEO and VP of Exploration
apirzada@rocktechlithium.com
Brad Barnett – Controller and Senior Manager of Corporate Affairs
bbarnett@rocktechlithium.com
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