Announcement PDF ASX : LIT Energising a better world REE Strategy Execution September 2025 Livium Ltd securities are listed on Australian Securities Exchange (ASX Codes: LIT, LITOB, LITOC) Disclaimer This presentation is for information purposes only. Neither this presentation nor the information contained in it constitutes an offer, invitation, solicitation or recommendation in relation to the purchase or sale of shares in any jurisdiction. This presentation may not be distributed in any jurisdiction except in accordance with the legal requirements applicable in that jurisdiction. Recipients should inform themselves of the restrictions that apply in their own jurisdiction. A failure to do so may result in a violation of securities laws in that jurisdiction. This presentation does not constitute financial product advice and has been prepared without taking into account the recipients’ investment objectives, financial circumstances or particular needs, and the opinions and recommendations in this presentation are not intended to represent recommendations to particular persons. Recipients should seek professional advice when deciding if an investment is appropriate. All securities transactions involve risks, which include, among others, the risk of adverse or unanticipated market, financial or political developments. Certain statements contained in this presentation, including information as to the future financial or operating performance of Livium Ltd (ABN 29 126 129 413) (‘the Company’) and its business and operations, are forward-looking statements. Such forward-looking statements are necessarily based on a number of estimates and assumptions that, while considered reasonable by the Company, are inherently subject to significant technical, business, economic, competitive, political and social uncertainties and contingencies, involve known and unknown risks and uncertainties that could cause actual events or results to differ materially from estimated or anticipated events or results reflected in such forward-looking statements, and may include, among other things, statements regarding targets, estimates and assumptions in respect of commodity prices, operating costs and results and capital expenditures, or may be, based on assumptions and estimates related to future technical, economic, market, political, social and other conditions. The Company disclaims any intent or obligation to update publicly any forward-looking statements, whether as a result of new information, future events or results or otherwise. The words ‘believe’, ‘expect’, ‘anticipate’, ‘indicate’, ‘contemplate’, ‘target’, ‘plan’, ‘intends’, ‘continue’, ‘budget’, ‘estimate’, ‘may’, ‘will’, ‘schedule’ and other, similar expressions identify forward-looking statements. All forward-looking statements in this presentation are qualified by the foregoing cautionary statements. Investors are cautioned that forward-looking statements are not guarantees of future performance and, accordingly, investors are cautioned not to put undue reliance on forward-looking statements due to the inherent uncertainty therein. Many known and unknown factors could cause actual events or results to differ materially from estimated or anticipated events or results reflected in such forward-looking statements. Such factors include but are not limited to: competition; ability to meet additional funding requirements; commercialisation risks; development and operating risks; uninsurable risks; risks associated with intellectual property; environmental regulation, permitting and liability; battery management, including fire risk; currency risks; effects of inflation on results of operations; factors relating to title to properties; dependence on key personnel, and share-price volatility. Refer to the Company’s Options prospectus dated 17 April 2025 for additional details regarding key risks facing the Company. They also include unanticipated and unusual events, many of which it is beyond the Company’s ability to control or predict. Whilst care has been exercised in preparing and presenting this presentation, to the maximum extent permitted by law, the Company, and its representatives: ▪ Make no representation, warranty or undertaking, express or implied, as to the adequacy, accuracy, completeness or reasonableness of this presentation; ▪ Accept no responsibility or liability as to the adequacy, accuracy, completeness or reasonableness of this presentation; and ▪ Accept no responsibility for any errors or omissions from this presentation. ASX: LIT | September 2025 | investorhub.liviumcorp.com | www.liviumcorp.com 2 About Livium Livium is dedicated to leading the clean energy transition by securing critical materials from sustainable material recovery. The company's core focus is to the recycling of clean energy waste. Livium's subsidiary, Envirostream, is Australia’s market-leading lithium-ion battery recycler. Envirostream is seeking to expand its services into recycling rare earth elements and solar panels, and processing of black mass, to meet its customers' needs. Beyond recycling, Livium has developed other innovative technologies. Lithium extraction technology, LieNA®, has progressed to a 50:50 joint venture with Mineral Resources. Livium’s subsidiary, VSPC, has developed lithium ferro phosphate (LFP), the fastest growing battery material. Note 1: Large format (>5kg) lithium-ion battery collections Key Statistics $6.9m 667T 1.5% FY25 Revenue (+3% on FY24) FY25 Large LIBs1 (+30% on FY24) Shareholding by staff, executive and board $4.2m 3 58 FY25 Gross Profit (+91% on FY24) Operating sites Group employees, including board RECYCLING VERTICAL Lithium-ion Batteries Rare Earth Elements Solar (Photovoltaic) Black mass processing OTHER VERTICALS Lithium Chemicals (LieNA®) Battery Materials (VSPC) ASX: LIT | September 2025 | investorhub.liviumcorp.com | www.liviumcorp.com 3 US$7.3B Global Market1 ▪ Rare Earth Elements (REE) are becoming a key component in geopolitical trade discussions.. ▪ Currently China processes ~90% of the world's rare earth supply2. ▪ Chinese custom officials are scrutinising and restricting orders from overseas customers. ▪ In turn, demand of rare earths outside of China continues to grow. ▪ Magnetic REEs make up around 30% of overall REE volume, but they capture more than 80% of the value3. ▪ Global addressable market for REE is expected to reach US$7.3 billion by 20264. ▪ Secondary supply is looked upon favourably as a gateway for local supply. Currently only 1% of the world’s REE is recycled5. Notes 1: Graphics/table on right: International Energy Agency (IEA) Global Critical Minerals Outlook 2025 (May 25); 2. Business Insider: China rare earths are biggest card trade talks with trump 2025-6 (June 25); 3. McKinsey & Co: Powering the energy transition’s motor: Circular rare earth elements (June 25); 4. Business Wire: Global Rare Earth Elements Market Report to 2026 - Growth Trends and Market Forecast (May 22); 5. Discovery Alert:Rare Earth Elements in Trade and Tariffs: Geopolitical Implications 2025 (April 25) ASX: LIT | September 2025 | investorhub.liviumcorp.com | www.liviumcorp.com 4 REE Strategy Execution: University of Melbourne Term Sheet signed with UoM explores the use of microwave technology in the extraction of rare earth elements UoM to build prototype microwave-assisted leaching system for the recovery of REE Livium has signed a Term Sheet to access an exclusive global license to explore use of microwave technology in the extraction of rare earth elements. Technology improves recoveries, reduces energy consumption and carbon footprint Recovery rates include >95% Neodymium (Nd), >80% Praseodymium (Pr) (can further improve to >90% with oxidant) Currently at TRL3, projects aims to scale up technology 100x to TRL 5-6 Advantages of Selective Leaching approach: ▪ ▪ ▪ ▪ ▪ Energy: 85% reduction relative to “Hot Block” digestion technology process Yield: Obtain higher target metal concentrates Cost: Reduce the usage of acids and reagents in the process Sustainability: Reduce the amount of wastewater Recoverability: Separation of solid and liquid much easier Livium provide feedstock and technical input, UoM to continue testwork at larger scale In addition, the technology has the potential to be applied to PGMs with recoveries using microwave heating technology achieving: 91±13 % Pt, 97±13 % Pd and 68±13 % Rh.. When further developing leaching solution, the leaching recovery of Rh can be >80%. Licence will grant Livium exclusive global rights to the technology for the next 20 years ASX: LIT | September 2025 | investorhub.liviumcorp.com | www.liviumcorp.com 5 Technology Comparison1 Commercial Pathway HOT BLOCK & REFLUX (Conduction) Stage 1 (TRL2-3) UoM to prepare a report for the small scale-up test results and secure AEA Ignite grant for Stage 2. convection current MICROWAVE TECHNOLOGY (Localised Superheating) ~85% reduction in energy consumption absorbs microwave energy Stage 2 (TRL3-4) Stage 3 (TRL5-9) UoM to oversee design and build of a Prototype Scale Microwave Reactor. UOM to complete REE product test results from this scaled plant. Livium to commercialise with production from an initial pilot plant, leading to the first commercial sale of the licensed product. ASX: LIT | September 2025 | investorhub.liviumcorp.com | www.liviumcorp.com Note: 1. J.-S. Schanche, Molecular Diversity, 2003, 7, 291–298, University of Melbourne analysis. 6 REE Recycling: Our role in the supply chain Proven collection and pre-processing capability, ready for deployment in adjacent opportunities Our Current Activities Access to waste supply is our key advantage Commercial Potential Options exist to monetise our waste supply Being Considered COLLECTION STORAGE MANUAL PREPARATION PREPROCESSING & MATERIAL RECOVERY Waste streams received from customers for a service fee Responsibly stored at recycling facilities with industry leading safety measures Safe manual separation in preparation for preprocessing. Physical separation to ensure the key materials are separated for sale. To access adjacent waste streams, we will: ▪ Engage current / emerging battery customers to expand services to other waste streams. ▪ Identify new waste streams customers who do not interact with battery recycling. In Progress SALE OF MATERIALS TO OFFSHORE CUSTOMERS ▪ Commercial baseline. ▪ Sale of collected waste or pre-processed materials dependent on end customer. DEVELOP LOCAL TECHNOLOGY PARTNERSHIP ▪ Livium sourced waste materials used to jointly develop and commercialise novel processing in Australia. EXCLUSIVE TECHNOLOGY RIGHT TO PROCESS MATERIALS ▪ Livium sourced waste materials used to develop and commercialise novel processing for exclusive use by Livium in Australia. ASX: LIT | September 2025 | investorhub.liviumcorp.com | www.liviumcorp.com 7 Why is Livium pursuing recycling adjacencies? Envirostream is ready to expand its services to meet its customer needs We have a right to play We can expand our position Customer development Technology enhancement Current customer base needs a solution for these waste streams, expanding our role as recycling partner under a holistic approach. This strategy has the potential for the Company to use its preprocessing pedigree to advance into processing. Leverages existing logistics & compliance Commercial model Utilises existing infrastructure and know-how in hazardous material collection, handling, and regulation — lowering startup friction. “Fee for Service” model developed for battery recycling deployed for alternate waste streams from similar customers. Prior delivery underpins customer confidence. Core competency Revenue growth and diversification A history of working with customers to solve their problems, through safe handling and pre-processing of waste streams. Expands Livium’s core battery recycling operations into connected opportunities — capturing fast-growing adjacent waste streams with high material value. Industry penetration Asset-light market entry Current industry engagement provides access to new customers and engagement with government bodies and policymakers facilitates industry maturity. Early stages require limited investment, with partners supplying key equipment and technology — ideal for phased, low-risk scaling. ASX: LIT | September 2025 | investorhub.liviumcorp.com | www.liviumcorp.com 8 Benchmarking to REE Extraction Companies 1 As an established battery recycler, Livium is uniquely placed to move into REE recycling Ticker Market Cap (A$M) Share Price (A$/Sh) Livium ASX: LIT $20 $0.012 Recycling facility Integrated collection, separation, and processing Metallium Limited ASX: MTM $547 $0.084 Exploration Integrated NdPr mining and planned refinery Energy Transition Minerals ASX: ETM $130 $0.066 Mine and processing facility Lithium mining, REE extraction, processing Locksley Resources ASX: LKY $62.9 $0.237 Exploration Antimony and REE extraction, processing Iondrive Limited ASX:ION $49.8 $0.042 Recycling Recovery of high-purity metals from batteries, e-waste and MHP upgrading MP Materials NYSE:MP $17,024 $96.13 Mining facility REE mining + REE, alloy and magnet manufacturing facility Mkango Resources TSXV:MKA $259 $41.05 Recycling Recycling rare earth magnets, alloys and oxides Company Operating Asset Focus Notes: 1 At 8 September 2025 based on corporate and stock exchange websites, and Company analysis. ASX: LIT | September 2025 | investorhub.liviumcorp.com | www.liviumcorp.com 9 Corporate: Snapshot Improved balance sheet with positive outlook on Envirostream profitability 6 month share price performance Financial information Volume (m) Share price (A$) 40 0.014 35 0.013 30 0.012 25 0.011 20 0.010 15 0.009 10 0.008 5 0.007 0 3-Mar-25 3-Apr-25 3-May-25 3-Jun-25 3-Jul-25 3-Aug-25 Share price (08-Sep-25) A$0.012 52-week trading range (low / high) A$0.007 / A$0.026 Shares on issue 1,702m Market capitalisation (08-Sep-25) $20.4M Cash (30-Jun-25) A$3.8m Debt (Convertible Note) (30-Jun-25)1 (A$5.1m) Shareholding by staff, executive and board2 1.5% 0.006 3-Sep-25 Notes: 1: In August 2025, Mineral Resources Ltd (ASX: MIN) converted their notes, removing the Debt above and forming a 50:50 JV for the LieNA® Technology. 2. As at 8 September 2025. ASX: LIT | September 2025 | www.investorhub.liviumcorp.com | www.liviumcorp.com 10 Thank You Unit 1, 79–83 High Street, Kew, VIC 3101 +61 (0)3 7017 2656 info@liviumcorp.com www.liviumcorp.com