AVZ Minerals Limited
Annual Report 2021

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AVZ Minerals Limited AVZ Minerals Limited AAnnnnuuaall RReeppoorrtt AAnnnnuuaall RReeppoorrtt 30 June 2021 30 June 2021 CCoorrppoorraattee DDiirreeccttoorryy DDiirreeccttoorrss John Clarke (Non-Executive Chairman) Nigel Ferguson (Managing Director) Graeme Johnston (Technical Director) Rhett Brans (Non-Executive Director) Peter Huljich (Non-Executive Director) CChhiieeff FFiinnaanncciiaall OOffffiicceerr Jan de Jager JJooiinntt CCoommppaannyy SSeeccrreettaarriieess PPrriinncciippaall PPllaaccee ooff BBuussiinneessss && RReeggiisstteerreedd OOffffiiccee SShhaarree RReeggiissttrryy AAuuddiittoorrss Jan de Jager Benjamin Cohen Level 2, 8 Colin Street West Perth WA 6005 Telephone: +61 8 6117 9397 Facsimile: +61 8 6118 2106 Automic Registry Services Level 2, 267 St George’s Terrace Perth WA 6000 T: 1300 288 664 (within Australia) +61 8 9324 2099 (outside Australia) E: hello@automic.com.au Hall Chadwick WA Audit Pty Ltd1 283 Rokeby Road Subiaco WA 6008 Telephone: +61 8 9426 0666 SSeeccuurriittiieess EExxcchhaannggee LLiissttiinngg Australian Securities Exchange (Home branch: Perth, Western Australia) ASX Code: AVZ WWeebbssiittee AAddddrreessss www.avzminerals.com.au 1 Formerly Bentleys Audit & Corporate WA Pty Ltd CCoonntteennttss Review of Operations Directors’ Report Auditor’s Independence Declaration Financial Statements Consolidated Statement of Profit or Loss and Other Comprehensive Income Consolidated Statement of Financial Position Consolidated Statement of Changes in Equity Consolidated Statement of Cash Flows Notes to the Consolidated Financial Statements Directors’ Declaration Independent Auditor’s Report ASX Additional Information 4 15 29 30 31 32 33 34 35 65 66 72 CChhaaiirrmmaann’’ss lleetttteerr ttoo SShhaarreehhoollddeerrss The 2021 financial year has been incredibly successful for AVZ Minerals. We eagerly await the granting of a Mining Licence for our flagship Manono Lithium and Tin Project (“Manono Project”) by the Government of the Democratic Republic of Congo (DRC), as well as the execution of our Collaboration Development Agreement and Manono Special Economic Zone Agreement. The granting of our Mining Licence for the Manono Project will be a significant catalyst to finalise further binding finance agreements and, ultimately, a Final Investment Decision (“FID”) by your Board of Directors. To reach this point has required a massive amount of hard work and strategic execution from your Company. On behalf of all shareholders, I want to congratulate our senior executive team led by Managing Director Nigel Ferguson and thank him and all our staff and consultants working in Australia, the DRC and other parts of the globe for their outstanding efforts. As Steve Jobs once said: “Great things in business are never done by one person; they’re done a by a team of people.” AVZ Minerals has a great team of people! Dr John Clarke Non-Executive Chairman AVZ Minerals Limited | 1 MMaannaaggiinngg DDiirreeccttoorr’’ss lleetttteerr ttoo SShhaarreehhoollddeerrss "An independent greenhouse gas assessment shows the Manono Project could have one of the lowest carbon footprints of any global hard rock lithium miner." ASX Announcement, January 2021 Dear Shareholders The level of work undertaken and the achievements delivered during the 2021 Financial Year have brought our flagship Manono Lithium and Tin Project (“Manono Project”) substantially closer to being a leading global producer of lithium products. AVZ secured the rights to an additional 15% equity in the Manono Project – taking our total interest to 75% on completion – and we also secured long-term, binding sales agreements with three major Chinese lithium converters for 80% of its saleable 6% Li2O spodumene concentrate, as well as a significant three-year binding offtake agreement with a major participant in the tin market. Significant metallurgical work throughout the 2021 Financial Year also resulted in an upgrade of the JORC Proved and Probable Ore Reserves estimate for the Manono Project to 131.7Mt – an increase of 41.6% from the 93Mt reported in the April 2020 Definitive Feasibility Study (DFS). The average lithium grade increased by 3.1% from 1.58% to 1.63% Li2O while the tin grade of 990ppm remained the same but reported a 41% increase in contained tin metal to 130.3kt. The project’s Life of Mine extended to 29.5 years based on a 4.5Mtpa mining rate of the Ore Reserves – an increase of 47.5% from its April 2020 DFS. Importantly, during the last 12 months our senior management team in the DRC has continued positive engagement with the Government of the DRC and I look forward to updating our shareholders on the granting of the Mining Licence for the Manono Project, as well as the execution of our Collaboration Development Agreement, Mpiana Mwanga Hydro-Electric Power Plant (”HEPP”) Agreement and Manono Special Economic Zone (“MSEZ”) Agreement. During FY21, project financing discussions continued to advance positively with potential debt financiers and equity investors. In late September 2021, the project secured a major cornerstone investor and we are now in a strong position to finalise our total required project funding. We are very pleased to have signed a deal with Mr. Pei Zhenhua of Suzhou CATH Energy Technologies (and related parties) who will invest US$240 million for a 24% interest in the project and contribute their pro rata portion of funding for development capital, providing over 50% of the total project capital required for the Manono Project. AVZ Minerals Limited | 2 On the corporate front, we completed a highly successful and significantly oversubscribed Share Placement just after the completion of the 2021 Financial Year, which resulted in the Company raising A$40 million (before costs) with funds (in part) used to increase our equity interest in the Manono Project to 75%. The Share Placement was well supported by high-quality institutional investors throughout Australia, Europe, North America, Singapore, Malaysia and the Middle East. I would like to take this opportunity to pay special thanks to our senior executive team, staff and consultants both in Australia and the DRC for their outstanding efforts to advance our world-class project in what has still been difficult times in the DRC due to COVID-19-related lockdowns. AVZ is committed to developing the Manono Project and, with the full support of the DRC Government, we look forward to making the DRC a leading global centre for sustainable lithium supply, with the capacity to feed the lithium-ion battery chain and empower the green energy transition for future generations. Nigel Ferguson Managing Director AVZ Minerals Limited | 3 Review of Operations RReevviieeww ooff OOppeerraattiioonnss AVZ Minerals Limited | 4 Review of Operations Manono Lithium and Tin Project (“Manono Project”) Democratic Republic of Congo (DRC) Highlights    Secured rights to an additional 10% equity in the Manono Project for US$15.5 million, giving AVZ the option to increase to 75% ownership of the Manono Project on completion of the transaction Long term binding SC6 Offtake Agreements signed with GFL International Co., Ltd (Ganfeng), Shenzhen Chengxin Lithium Group Co., Ltd and Yibin Tianyi Lithium Industry Co., Ltd, representing over 80% of AVZ’s SC6 production at a nominal 4.5mtpa ore throughput Binding Tin Offtake Agreement signed with Kalon Resources Limited, a 100% subsidiary of Noble Group Holdings Limited  Continued positive engagement with the DRC Government on granting of Mining Licence (ML), Mpiana Mwanga Hydro-Electric Power Plant (HEPP) Agreement, Collaboration Agreement and Manono Special Economic Zone (MSEZ) Agreement  Project financing discussions continued to advance positively with potential debt financiers and equity investors  Mineral Resource estimate updated at Roche Dure with Indicated Resources increasing by 12 million tonnes and combined Measured and Indicated Resources increasing to 274Mt   Initial Exploration Target for placer hosted tin at Manono Project identified, demonstrating significant potential for a possible standalone alluvial tin mining operation Front End Engineering Design (FEED), process plant design and site geotechnical investigation studies completed confirming updated CAPEX and OPEX for the Manono Project  Using FEED Study outputs, work commenced on the optimisation and upgrading of the April 2020 Manono Definitive Feasibility Study (DFS) to Bankable Feasibility Study (BFS) level    Secured a 1,227-hectare staging site at Kabondo Dianda that will play a major role in exporting lithium and tin products to global markets Primary Lithium Sulphate (PLS) metallurgical test work confirmed suitability as a battery production feedstock Independent Greenhouse Gas (GHG) emissions assessment shows Manono Project forecast to have one of the lowest carbon footprints globally of any hard rock lithium mining operation Operational Events after Reporting Date  Manono JORC Proved and Probable Ore Reserves now estimated at 131.7Mt – an increase of 41.6% from the 93Mt reported in April 2020 DFS  Manono Ore Reserve Estimate contains 65.0Mt of Proved Category and 66.6Mt of Probable Category Ore Reserves   Life of Mine (LoM) extended to 29.5 years based on a 4.5Mtpa ore operation – underpinned by the Ore Reserves – an increase of 47.5% from the April 2020 DFS. PLS conversion to Lithium Hydroxide Pre-Feasibility Study (PFS) commenced AVZ Minerals Limited | 5 Review of Operations Overview The level of work completed and array of achievements secured during the 2021 financial year has taken the Manono Project to the cusp of a Final Investment Decision (FID) being made. The strong global demand for 6% Li2O spodumene concentrate was evidenced by three major Chinese lithium converters committing to binding sales agreements with AVZ, representing approximately 80% of the Company’s SC6 production. In addition, the Company signed a three-year binding offtake agreement with a major participant in the tin market for 600 metric tonnes of tin concentrate per annum. The granting of a Mining Licence (PR) for the Manono Project is a significant catalyst to finalise binding finance agreements and ultimately, a FID from the Board of AVZ which is expected in Q4 2021. To that end, the Company has progressed all the necessary requirements for its ML, HEPP, Collaboration and MSEZ Agreements and remains confident it will receive favourable decisions from the DRC Government based on the body of work completed by the Company in confirming the robust economics of the Manono Project. Two significant milestones were also reported by the Company after the end of the reporting period. On 2 July 2021, AVZ announced the completion of a highly successful oversubscribed Share Placement comprising the issue of 307,692,308 new shares at an issue price of $0.13 per share to raise A$40 million (before costs). The Placement was aimed at bringing more institutional investors to the register and was well supported by high-quality institutional investors in Australia, Europe, North America, Singapore, Malaysia and the Middle East. On 14 July 2021, AVZ upgraded its JORC Proved and Probable Ore Reserves estimate to 131.7Mt – an increase of 41.6% from the 93Mt reported in its April 2020 DFS. The average lithium grade increased by 3.1% from 1.58% to 1.63% Li2O while the tin grade of 990ppm remained the same but reported a 41% increase in contained tin metal to 130.3kt. The Manono Project LoM extended to 29.5 years, based on a 4.5Mtpa ore operation underpinned by the Ore Reserves – an increase of 47.5% from its April 2020 DFS. The extended LoM has been used as an input in the optimised DFS/BFS. Further information on sub-sections of the Manono Project is provided below: Binding Offtake Agreements for 6% Li2O spodumene concentrate (“SC6”) and Tin concentrate The Company signed strategic binding SC6 offtake agreements with the following entities during the 2021 financial year:  GFL International Co., Ltd (“GFL”), a subsidiary of China’s largest lithium compounds producer, Ganfeng Lithium Co Ltd (“Ganfeng Lithium”);   Shenzhen Chengxin Lithium Group Co., Ltd (“Chengxin”), a leading global battery materials producer in China; and Yibin Tianyi Lithium Industry Co., Ltd (“Yibin”), a key participant in the supply chain of Contemporary Amperex Technology (“CATL”), the world’s largest lithium-ion battery maker. GFL signed an initial five-year agreement with an option to extend for a further five years, with supply ramping up to 160,000 tonnes of SC6 from year three onwards. Chengxin signed an initial three-year agreement with extension options by mutual agreement for the annual supply of up to 180,000 tonnes of SC6. Yibin signed an initial three-year agreement with an option to extend for an additional two years for the annual supply of up to 200,000 tonnes of SC6. In March 2021, AVZ also signed a three-year binding offtake agreement with Kalon Resources Limited (“Kalon”) for 600 metric tonnes of tin concentrate per annum. Kalon is a major participant in the tin market, handling several thousand tonnes of tin concentrate per annum. AVZ Minerals Limited | 6 Review of Operations Project Financing During the 2021 financial year, AVZ’s management team was actively engaged with various commercial banks, finance brokers, private equity investors and non-commercial lenders such as Pan-African Development Finance Institutions (DFIs) to progress debt and equity funding agreements for the development of the Manono Project. The granting of a Mining Licence for the Manono Project is a major requirement to finalise binding finance agreements and ultimately, a Final Investment Decision (FID) from the Board of AVZ, which is expected in Q4 2021. Mining Licence, Mpiana Mwanga Hydro-Electric Power Plant Agreement, Mining Collaboration Agreement and Manono Special Economic Zone Agreement During the 2021 financial year, AVZ continued to enjoy a supportive, collaborative and cooperative working relationship with the newly appointed DRC Government officials and is confident of receiving its Mining Licence (or Permis d’Exploitation (PE)), Mpiana Mwanga Hydro-Electric Power Plant (HEEP) Agreement and Collaboration Agreement during Q4 2021, with the proposed Manono Special Economic Zone Agreement (MSEZ) expected thereafter. The Company acknowledged that some previously published indicative timelines for the issue of its Mining Licence and various agreements had been delayed due to changes with the newly sworn-in DRC Government, with some decision- making processes being suspended for several months during the reporting period. However, AVZ remains confident it will receive favourable decisions based on the body of work completed by the Company in confirming the robust economics of the Manono Project – although the timing of those decision remains exclusively at the discretion of the DRC Government. AVZ’s Director of Corporate Affairs, Mr. Serge Ngandu (far right) addresses a high-level AVZ Minerals Limited | 7 government delegation about the future Manono Special Economic Zone (MSEZ) Review of Operations Updated Mineral Resource and Reserves The Company updated the Manono Project Mineral Resource, after including results from its nine-hole pit floor drilling program that was completed in January 2021. The sample assays confirmed the presence of high-grade, fresh pegmatite in all nine holes drilled on sections 7100mN to 7300Mn at Roche Dure from close to or at the pit floor. The additional information and geological remodelling resulted in an upgrade of some 12 million tonnes (Mt) of Inferred Resources to Indicated Resources. After the end of the reporting period, the Company upgraded its JORC Proved and Probable Ore Reserves estimate to 131.7Mt – an increase of 41.6% from the 93Mt reported in its April 2020 DFS. The average lithium grade increased by 3.1% from 1.58% to 1.63% Li2O while the tin grade of 990ppm remained the same but reported a 41% increase in contained tin metal to 130.3kt. The Manono Project Life of Mine (“LoM”) extended to 29.5 years, based on a 4.5Mtpa operation underpinned by the new Ore Reserves – an increase of 47.5% from its April 2020 DFS. Extension of the LoM beyond the modelled 29.5 years is not constrained by Ore Reserves, with only one third being included, but rather due to the lack of data and costings for replacing processing equipment and certainly forecasting SC6 prices beyond the 29.5 year LoM. Initial Exploration Target for Alluvial Placer Hosted Tin In May 2021, the Company also announced an initial Exploration Target defining the potential for alluvial tin hosted resources at its Manono Project. This statement was based on an independent review of historical exploration records produced by Zairetain, the previous operators of the historical tin mining operations at the Manono Project. The review was conducted by independent geological and mining consultants, Behre Dolbear International Limited. The Exploration Target was in addition to the existing JORC 2012 compliant hard rock tin and tantalum Mineral Resource Estimates of 125 million tonnes @ 175ppm Sn and 26ppm Ta (low-grade tin domain) and 275 million tonnes @ 962ppm Sn and 38ppm Ta (high-grade tin domain) at a 0.5% Li20 cut off published in the 21 April 2020 DFS Study. Refer to ASX Announcement dated 18 May 2021 – “Initial Exploration Target for Alluvial Placer Hosted Tin Defined at the Manono Lithium and Tin Project.” Front End Engineering Design (FEED) Study and optimised DFS/BFS A FEED Study was completed by Melbourne-based engineering company, Mincore Pty Ltd. The FEED Study provided block flow and process flow diagrams, mechanical equipment selection and sizing, the overall mechanical equipment list, the electrical load list and plant general arrangement drawings, including a 3D model. The FEED study also improved the confidence level in Capital and Operational Costs of the Manono Project to an AACEI Class 2 (+/- 10%) from the previous Class 3 (+/- 20%) DFS level of estimation from April 2020. Receipt of the final FEED study outputs and the updated Mine Schedule Plan, which was completed by CSA Global, has allowed AVZ to commence optimisation and upgrading of the April 2020 Manono DFS to BFS level, which is expected to be released in Q4 2021. AVZ Minerals Limited | 8 Review of Operations Primary Lithium Sulphate (PLS) In January 2021, the Company announced it had successfully produced 1.5kg of PLS material from typical Roche Dure SC6 concentrate. This is confirmed as suitable feedstock for the electrolytic conversion of Lithium Hydroxide Monohydrate used in battery production and is expected to contain approximately 95% lithium in this refined product. The metallurgical testwork was undertaken by Kingston Process Metallurgy (“KPM”) in Canada. Primary Lithium Sulphate (PLS) conversion to Lithium Hydroxide AVZ also engaged Noram Engineering and Constructors Ltd (“Noram”) to undertake a Pre-Feasibility Study (PFS) to produce lithium hydroxide from Roche Dure sourced PLS feedstock. The Company has identified a short list of engineering firms to complete the outside battery limits scope of engineering design, in conjunction with the inside battery limit technical work to be undertaken by Noram. The information from the PFS will assist to identify the preferred global location for a lithium hydroxide conversion facility fed with product from Manono. Early-stage discussions occurred with interested parties in various jurisdictions wishing to partner with AVZ in the development of a lithium hydroxide facility, where it is intended that AVZ will maintain a controlling interest. Primary Lithium Sulphate produced from Roche Dure SC6 under metallurgical testing for AVZ’s planned Manono Lithium Sulphate Plant AVZ Minerals Limited | 9 Review of Operations Kabondo Dianda Intermodal Staging Station In late June 2021, AVZ’s 100% owned DRC logistics and haulage company, Nyuki Logistics (“Nyuki”), secured a 1,227-hectare site at Kabondo Dianda that will play a major role in the Company’s plans to export products from the Manono Lithium and Tin Operation (“MLTO”) through the ports of Lobito in Angola and Dar es Salaam in Tanzania. Nyuki was formed as a dedicated logistics arm for the MLTO, responsible for commercial and operational management of MLTO’s requirements, including road haulage, rail and port services and logistics infrastructure maintenance under a service agreement with Dathcom Mining SA. logistics Independent Greenhouse Gas Emissions Assessment Proposed Phase 1 SEZ map showing the haulage route for SC6 from Manono to Kabondo Dianda In January 2021, AVZ released an independent Greenhouse Gas (GHG) emissions assessment for the life of mine of the Manono Project. The GHG assessment, which was completed by leading global environmental and sustainability consultants, Environmental Resource Management (ERM), evaluated the estimated Scope 11 and Scope 22 emissions associated with all operations over the 20-year life of the Manono mine, processing road transportation of the products. The GHG’s evaluated in the study were carbon dioxide (CO2), nitrous oxide (N2O) and methane (CH4) using a methodology consistent with the 2006 Intergovernmental Panel on Climate Change (IPCC) Guidelines. facilities and ERM’s findings showed the Manono Project could have one of the lowest carbon footprints of any global hard rock lithium miner. This was primarily due to AVZ’s strategic location adjacent to the Mpiana Mwanga Hydro Electric Power Plant which, once refurbished, is anticipated to provide all the Manono Project’s electricity requirements. AVZ is also investigating and planning substantial GHG mitigation measures which include:  purchase of electric mining fleet once commercially viable equipment is available;   generation of Hydrogen (H2) from excess renewable electricity to enable use of Fuel Cell Electric Vehicles (FCEVs); and the establishment of a 5,000-ha sequestration biomass plantation. 1 Scope 1: Direct greenhouse gas emissions; defined as those that occur from sources that are owned or controlled by the reporting entity. 2 Scope 2: A category of indirect emissions that accounts for GHG emissions from the generation of purchased energy products (principally electricity, steam/heat and reduction materials used for smelting) by the entity. AVZ Minerals Limited | 10 Review of Operations Corporate EEqquuiittyy iinn MMaannoonnoo PPrroojjeecctt In September 2020, AVZ executed a Share Sale Purchase Agreement for an additional 10% equity stake in Dathcom Mining SA (which holds 100% of the Manono Project) from its joint venture partner, Dathomir Mining Resources SARLU (“Dathomir Mining”). Under the Agreement, AVZ paid US$500,000 to Dathomir Mining as an advance payment with the remaining US$15 million to be paid at any time within 12 months of the Agreement being executed or as soon as AVZ secured a minimum US$50 million in project financing. As announced in June 2019, the Company had previously secured a 5% equity interest from Dathomir Mining for a total consideration of US$5.5 million, with an advance payment made of US$500,000. The balance of the consideration (US$5 million) was to be paid at any time within 36 months from execution of the Agreement. AVZ now owns 75% of the joint venture company, Dathcom Mining SA, following completion of both Agreements.* The remaining 25% of Dathcom Mining is owned by La Congolaise d’Exploitation Minière SA (Cominiere), of the DRC Government over which AVZ has a preemptive right to purchase further project equity. **SSeeee NNoottee 2266 ffoorr EEvveennttss OOccccuurrrriinngg AAfftteerr RReeppoorrttiinngg DDaattee MMaannaaggeemmeenntt CChhaannggeess Effective 15 April 2021, Mr. Jan de Jager was appointed AVZ’s Chief Financial Officer (CFO) and Joint Company Secretary and Mr. Ben Cohen was appointed Commercial Manager and Joint Company Secretary. Mr. Leonard Math resigned his position with the Company on 12 April 2021. Mr. de Jager has held senior roles in the mining industry for more than 20 years, including as CFO and Chief Information Officer of several listed and non-listed companies, while Mr. Cohen is a commercially focused CPA with more than 20 years’ experience in the bulk commodity, shipping, mining and corporate sectors. IIssssuuee ooff FFuullllyy PPaaiidd SShhaarreess aanndd EExxeerrcciissee ooff UUnnlliisstteedd OOppttiioonnss During the year, the Company received a total of A$3,098,500 from the exercise of the following:     1,000,000 unlisted options exercisable at $0.0475 per share; 5,000,000 unlisted options exercisable at $0.057 per share; 4,000,000 unlisted options exercisable at $0.0665 per share; and 41,666,667 unlisted options exercisable at $0.06 per share. IIssssuuee aanndd EExxppiirraattiioonn ooff PPeerrffoorrmmaannccee RRiigghhttss During the year, the Company issued the following Performance Rights to directors, employees and consultants:    4,000,000 Performance Rights with an expiry of 3 December 2021 24,100,000 Performance Rights with an expiry of 9 December 2023; and 5,200,000 Performance Rights with an expiry date of 29 June 2024. A total of 6,600,000 Performance Rights expired during the year. Refer to Note 24 for the terms of these issuance. AVZ Minerals Limited | 11 Review of Operations UUnnmmaarrkkeettaabbllee PPaarrcceell SShhaarree SSaallee FFaacciilliittyy In September 2020, the Company completed an Unmarketable Parcel Share Sale Facility, with a total of 5,985,461 shares sold at an average price of 5.94 cents per share. The total number of shareholders was reduced by approximately 1,550 at the completion of the facility. IInnffoorrmmaattiioonn rreeqquuiirreedd uunnddeerr AASSXX LLiissttiinngg RRuullee 55..33..33 List of current mining and exploration tenements (as of 30 June 2021): CCoouunnttrryy // PPrroojjeecctt TTeenneemmeenntt IInntteerreesstt SSttaattuuss DDRRCC –– MMaannoonnoo PPrroojjeecctt PR 13359 60% (*75%) Granted DDRRCC –– MMaannoonnoo EExxtteennssiioonn PPrroojjeecctt PR 4029 PR 4030 100% Granted RReesseerrvvee CCaatteeggoorryy PPrroovveedd PPrroobbaabbllee TToottaall CCaatteeggoorryy MMeeaassuurreedd IInnddiiccaatteedd IInnffeerrrreedd TToottaall *AVZ Minerals Limited has secured a further 15% equity in the Manono Project from Dathomir Mining Resources SARL. AVZ Minerals now has a 75% interest in the Manono Project following completion of the acquisition in August 2021. RRoocchhee DDuurree MMaaiinn PPeeggmmaattiittee OOrree RReesseerrvvee EEssttiimmaattee aass ooff 3300 JJuunnee 22002211 TToonnnneess ((MMtt)) GGrraaddee LLii22OO %% CCoonnttaaiinneedd LLii2200 ((MMtt)) GGrraaddee SSnn ((gg//tt)) CCoonnttaaiinneedd SSnn ((kktt)) 65.0 1.64 1.07 942 61.2 66.6 1.61 1.075 1,037 69.1 113311..77 11..6633 22..1144 999900 113300..33 Note: The Ore Reserve estimate has been based on a cut-off > US$0.00 block value comprising an economic block by block calculation. Figures may not sum due to rounding. RRoocchhee DDuurree MMaaiinn PPeeggmmaattiittee MMiinneerraall RReessoouurrccee aatt aa 00..55%% LLii22OO ccuutt--ooffff aass ooff 3300 JJuunnee 22002211 TToonnnneess ((MMiilllliioonnss)) 100 174 128 440011 LLii22OO %% 1.67 SSnn ppppmm TTaa ppppmm FFee22OO33 %% PP22OO55 %% 870 35 0.93 0.30 1.65 807 35 0.97 0.29 1.65 585 31 1.01 0.28 11..6655 775522 3344 00..9977 00..2299 AVZ Minerals Limited | 12 Review of Operations LLooccaattiioonn ooff tthhee MMaannoonnoo LLiitthhiiuumm aanndd TTiinn PPrroojjeecctt.. CCoommppeetteenntt PPeerrssoonn SSttaatteemmeennttss The information that relates to Ore Reserves is based on information compiled by Mr Daniel Grosso and reviewed by Mr Karl van Olden, both employees of CSA Global Pty Ltd. Mr van Olden takes overall responsibility for the Report as Competent Person. Mr van Olden is a Fellow of The Australasian Institute of Mining and Metallurgy and has sufficient experience, which is relevant to the style of mineralisation and type of deposit under consideration, and to the activity he is undertaking, to qualify as Competent Person in terms of the JORC (2012 Edition). The Competent Person, Karl van Olden has reviewed the Ore Reserve statement and given permission for the publication of this information in the form and context within which it appears. The estimated ore reserves underpinning the production target have been prepared by Competent Person, Karl van Olden from CSA Global, in accordance with the requirements in Appendix 5A of the (JORC Code) 2012. Mr van Olden consents to the inclusion in the report of the matters based on his information in the form and context in which it appears. The Mineral Resource estimate has been completed by Mrs. Ipelo Gasela (BSc Hons, MSc (Eng)) who is a geologist with 14 years’ experience in mining geology, Mineral Resource evaluation and reporting. She is a Senior Mineral Resource Consultant for The MSA Group (an independent consulting company), is registered with the South African Council for Natural Scientific Professions (SACNASP) and is a Member of the Geological Society of South Africa (GSSA). Mrs. Gasela has the appropriate relevant qualifications and experience to be considered a Competent Person for the activity being undertaken as defined in the 2012 edition of the JORC Code. Mrs. Gasela consents to the inclusion in the report of the matters based on her information in the form and context in which it appears The information in this report that relates to geology and the exploration results is based on information compiled by Mr. Nigel Ferguson (BSc) FAusIMM MAIG, a Competent Person who is a Fellow of the Australian Institute of Mining and Metallurgy and a Member of the Australia Institute of Geoscientists. Mr. Ferguson is the Managing Director of AVZ Minerals Limited and has sufficient experience that is relevant to the style of mineralisation and type of deposit under consideration and to the activity being undertaken to qualify as a Competent Person as defined in the 2012 Edition of the ‘Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves’. Mr. Ferguson consents to the inclusion in the report of the matters based on his information in the form and context in which it appears. AVZ Minerals Limited | 13 Review of Operations NNoo NNeeww IInnffoorrmmaattiioonn This document may include references to information that relates to Mineral Resources and Ore Reserves prepared and first disclosed under the JORC Code 2012. The information was extracted from the Company’s previous ASX announcements as follows:   “JORC Ore Reserves increase by 41.6% at Roche Dure” released on 14 July 2021; and “Updated Mineral Resource Estimate Includes Pit Floor “Wedge” Drill Results” released on 24 May 2021. References to the DFS or any production targets is made with reference to the April 2020 DFS which was announced on the ASX on 21 April 2020. These ASX announcements are available to view on the Company’s website www.avzminerals.com.au. The Company confirms it is not aware of any new information or data that materially affects the information included in the relevant market announcements and, in the case of estimates of Mineral Resources and 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. The Company confirms that the form and context in which the Competent Persons’ findings are presented have not been materially modified from the relevant original market announcements AVZ Minerals Limited | 14 DDIIRREECCTTOORRSS’’ RREEPPOORRTT Directors’ Report Directors’ Report Your directors submit their report on the consolidated entity consisting of AVZ Minerals Limited (‘AVZ’) and the entities it controlled (the ‘Group’ or the ‘consolidated entity’) for the financial year ended 30 June 2021. In order to comply with the provisions of the Corporations Act 2001, the directors report as follows: 11.. DDiirreeccttoorrss The names of directors who held office during or since the end of the year and until the date of this report are as follows. Directors were in office for the entire period unless otherwise stated. John Clarke Nigel Ferguson Graeme Johnston Rhett Brans Peter Huljich Non-Executive Chairman (appointed 2 December 2019) Managing Director (appointed 2 February 2017) Technical Director (appointed 30 July 2018) Non-Executive Director (appointed 5 February 2018) Non-Executive Director (appointed 1 May 2019) 22.. CChhiieeff FFiinnaanncciiaall OOffffiicceerr Jan de Jager (appointed 15 April 2021) Leonard Math (appointed 9 July 2018, resigned 12 April 2021) 33.. JJooiinntt CCoommppaannyy SSeeccrreettaarriieess Jan de Jager (appointed 15 April 2021) Benjamin Cohen (appointed 30 April 2021) 44.. PPrriinncciippaall AAccttiivviittiieess The principal activity of the consolidated entity during the financial year was mineral exploration. There were no significant changes in the nature of the consolidated entity’s principal activities during the financial year. 55.. OOppeerraattiinngg RReessuullttss The loss of the consolidated entity after income tax amounted to $5,537,632 (2020: $5,299,858). 66.. DDiivviiddeennddss PPaaiidd oorr RReeccoommmmeennddeedd The Directors do not recommend the payment of a dividend and no amount has been paid or declared by way of a dividend to the date of this report. 77.. RReevviieeww ooff OOppeerraattiioonnss Refer pages 4 – 14 for a detailed review of the Group’s operations during the year. The Group’s financial position, financial performance and use of funds information for the financial year is provided in the financial statements that follow this Directors’ Report. As an exploration entity, the Group has no operating revenue or earnings and consequently the Group’s performance cannot be gauged by reference to those measures. Instead, the Directors’ consider the Group’s performance based on the success of exploration activity, acquisition of additional prospective mineral interests and, in general, the value added to the Group’s mineral portfolio during the course of the financial year. Whilst performance can be gauged by reference to market capitalisation, that measure is also subject to numerous external factors. These external factors can be specific to the Group, generic to the mining industry and generic to the stock market as a whole and the Board and management would only be able to control a small number of these factors. AVZ Minerals Limited | 16 Directors’ Report The Group’s activities are also subject to numerous risks, mostly outside the Board’s and management’s control. These risks can be specific to the Group, generic to the mining industry and generic to the stock market as a whole. The key risks, expressed in summary form, affecting the Group and its future performance include but are not limited to:       geological and technical risk posed to exploration and commercial exploitation success; security of tenure including licence renewal (no assurance can be given that the licence renewals and licence applications that have been submitted will be successful), and inability to obtain regulatory or landowner consents; change in commodity prices and market conditions; environmental and occupational health and safety risks; retention of key staff; capital requirement and lack of future funding; and  Coronavirus (COVID-19) and the impact it may have on the Group’s operations and fundraising activities. This is not an exhaustive list of risks faced by the Group or an investment in it. There are other risks generic to the stock market and the world economy as whole and other risks generic to the mining industry, all of which can impact on the Group. 88.. SSiiggnniiffiiccaanntt CChhaannggeess iinn tthhee SSttaattee ooff AAffffaaiirrss There have been significant changes in the state of affairs of the Group to the date of this report and these are referred to in the Review of Operations. 99.. EEvveennttss OOccccuurrrriinngg aafftteerr tthhee RReeppoorrttiinngg DDaattee In July 2021, the Company issued 307,692,308 new shares at $0.13 per share via a share placement to raise $40 million (before costs) from high-quality institutional, sophisticated and professional investors. Proceeds from the placement, increased AVZ’s cash reserve, which allowed the Company to increase its interest in the Manono Project from 60% to 75%, negotiate project financing from an enhanced balance sheet position, assist to establish a working capital and contingency cost buffer during project development and enhance AVZ’s limited early capital works program prior to making a Final Investment Decision (FID) on the Manono Project. In August 2021, the Company increased its interest in the Manono Project from 60% to 75% by exercising options to purchase Dathomir’s minority shareholding of 15% equity in Dathcom Mining for US$20 million. On 8 September 2021, the Company advised it had issued 16,675,000 Performance Rights to employees and consultants under the Company’s Performance Rights Plan. In addition, the Company advised it was proposing to issue 31,750,000 Performance Rights to Directors subject to shareholder approval at the Company’s 2021 Annual General Meeting to be held on 18 November 2021. On 24 September 2021, a wholly owned entity of the Company, AVZ International Pty Ltd (the holder of the Company’s equity interest in the Manono Project) executed a “Transaction Implementation Agreement” with Suzhou CATH Energy Technologies Co. Ltd and related parties (“Suzhou Group”) in which AVZ International has agreed, on the achievement of certain key project and corporate milestones, to divest a 24% equity interest in Dathcom Mining SA (the owner of the Manono Project tenements) to the Suzhou Group for US$240 million. Other than the abovementioned, no other matter or circumstance has arisen that has significantly affected, or may significantly affect:    the Group’s operations in future financial years, or the results of those operations in future financial years, or the Group’s state of affairs in future financial years. 1100.. LLiikkeellyy DDeevveellooppmmeennttss aanndd EExxppeecctteedd RReessuullttss ooff OOppeerraattiioonnss The Group will continue its mineral exploration and development activity at and around its principal exploration projects, being the Manono Lithium and Tin Project and the Manono Extension Project. AVZ Minerals Limited | 17 Directors’ Report 1111.. EEnnvviirroonnmmeennttaall RReegguullaattiioonn The Group is aware of its environmental obligations with regards to its exploration activities and ensures that it complies with all regulations when carrying out any exploration work including with the national Greenhouse and Energy Reporting Act 2007. 1122.. IInnffoorrmmaattiioonn oonn DDiirreeccttoorrss aanndd CCoommppaannyy SSeeccrreettaarriieess ((iinncclluuddiinngg DDiirreeccttoorr’’ss iinntteerreessttss aatt tthhee ddaattee ooff tthhiiss rreeppoorrtt)) JJoohhnn CCllaarrkkee Non-Executive Chairman (appointed 2 December 2019) Qualifications Experience Ph.D. in Metallurgy (Cambridge University), B.Sc. in Metallurgy (Cardiff University), MBA (Middlesex University) Dr. Clarke started his career 49 years ago as a metallurgist at Goldfield’s Kloof Gold Mine in 1972. Most of his career has focused on the operation, development or management of African mining projects and activities, from junior operating roles to the most senior Executive and Board level appointments. In 1994, he was appointed to the Board of Ashanti Goldfields as Executive Director, responsible for Strategic Planning and Business Development. In 1997, he was appointed President and CEO of Nevsun Resources, a gold explorer and developer listed on the Toronto Stock Exchange. More recently, after joining the Board of Banro Corporation in 2004 as a Non-Executive Director, he became President and CEO in 2013 until 2018. Banro was listed on the TSX and NYSE and was focused on the development of gold projects in eastern DRC. Banro brought the Twangiza and Namoya gold mines into production. Interest in Securities Fully Paid Ordinary Shares Performance Rights 4,333,333 6,000,000 Directorships in last 3 years Great Quest Fertilizer Limited (listed on Toronto Stock Exchange) (since 17 June 2009) NNiiggeell FFeerrgguussoonn Managing Director (appointed 2 February 2017) Qualifications BSc (University of Tasmania), F AusIMM, MAIG Experience Mr. Ferguson is a geologist with over 30 years of experience having worked in senior management positions for the past 20 years in a variety of locations. He has experience in the exploration and definition of precious and base metal mineral resources throughout the world, including DRC, Zambia, Tanzania, Saudi Arabia, South East Asia and Central America. He has been active in the DRC since 2004 in gold and base metals exploration and resource development. Interest in Securities Fully Paid Ordinary Shares Performance Rights 46,811,404 6,000,000 Directorships in last 3 years Okapi Resources Limited (29 May 2017 to 30 June 2020) AJN Resources Inc. (listed on Canadian Securities Exchange) (since 15 October 2016) GGrraaeemmee JJoohhnnssttoonn Technical Director (appointed 30 July 2018) Qualifications Experience BSc in Geology (Glasgow University), M.Sc. in Structural Geology (Royal School of Mines, London) Mr. Johnston is a geologist with over 30 years’ experience in Australia, the Middle East, Romania, Malaysia and the DRC. Mr. Johnston worked on various gold projects before joining Rio Tinto and then with Midwest Corporation where he was the Principal Geologist during its sale to Sinosteel Corporation. Following this, Mr. Johnston was a funding director of Goldstar Resources and then Ferrowest Limited where he was Technical Director for nine years and contributed to the successful completion of the Feasibility Study for the Yalgoo Pig Iron Project. AVZ Minerals Limited | 18 Directors’ Report Mr. Johnston’s technical experience is focused on the transition between orebody delineation and mine opening and has worked on over five projects that resulted in new mines being commissioned. Mr Johnston initially joined the AVZ team in May 2017 as Project Manager for the Manono Project before stepping into the role of Technical Director. Interest in Securities Fully Paid Ordinary Shares Performance Rights 9,183,070 4,000,000 Directorships in last 3 years Mount Ridley Mines Limited (appointed 1 December 2020) RRhheetttt BBrraannss Non-Executive Director (appointed 5 February 2018) Qualifications Dip. Engineering (Civil) Experience Mr. Brans is an experienced director and civil engineer with over 47 years’ experience in project developments. Throughout his career, Mr. Brans has been involved in the management of feasibility studies and the design and construction of mineral treatment plants across a range of commodities and geographies including for gold in Ghana, copper in the DRC and graphite in Mozambique. He has extensive experience as an owner’s representative for several successful mine feasibility studies and project developments. Interest in Securities Fully Paid Ordinary Shares Performance Rights 4,963,158 3,000,000 Directorships in last 3 years Australian Potash Limited (since 9 May 2017) Carnavale Resources Limited (since 17 September 2013) Syrah Resources Limited (12 June 2013 to 31 December 2017) PPeetteerr HHuulljjiicchh Non-Executive Director (appointed 1 May 2019) Qualifications BCom/LLB, GD-AppFin, GAICD Experience Mr. Huljich has over 25 years’ experience in the legal, natural resources and banking sectors with a particular expertise in capital markets, mining, commodities and African related matters. He has worked in London for several prestigious investment banks, including Goldman Sachs, Barclays Capital, Lehman Brothers and Macquarie Bank with a focus on Commodities and Equity and Debt Capital Markets and has extensive on-the-ground African mining, oil and gas and infrastructure experience as the Senior Negotiator and Advisor for Power, Mining and Infrastructure at Industrial Promotion Services, the global infrastructure development arm of the Aga Khan Fund for Economic Development (AKFED) whilst resident in Nairobi, Kenya. Mr. Huljich holds a Bachelor of Commerce degree and an LLB from the University of Western Australian and is a Graduate of the Securities Institute of Australia with National Prizes in Applied Valuation and Financial Analysis. Mr. Huljich is also a graduate of the AICD Company Directors Course. Interest in Securities Fully Paid Ordinary Shares Performance Rights 3,000,000 3,000,000 Directorships in last 3 years Kogi Iron Limited (appointed 7 May 2019) Amani Gold Limited (appointed 27 May 2021) GoldOz Limited (appointed 14 September 2021) AVZ Minerals Limited | 19 Directors’ Report JJaann ddee JJaaggeerr CFO & Joint Company Secretary (appointed 15 April 2021) Qualifications B.Com(Hons), CA (SA) Experience Mr. de Jager is a Chartered Accountant in Australia with more than 25 years of experience who has worked in senior management positions for the past 20 years in a variety of locations. His experience includes executive finance roles for listed companies and exposure to a variety of commodities (including Coal, Nickel, Gold, Iron Ore and Lithium) in South Africa and Australia. Mr de Jager possesses a wide range of prior experience in corporate finance, treasury, ERP system implementation, risk management, project controls, new business development and commercial. His previous positions include CFO for Covalent Lithium (Joint Venture company of Kidman Resources), prior to it being bought out by Wesfarmers; General Manager, Treasury and Reporting for Roy Hill Australia and General Manager, Finance for Xstrata Nickel Australia. Interest in Securities Fully Paid Ordinary Shares Performance Rights 615,000 2,500,000 BBeennjjaammiinn CCoohheenn Commercial Manager & Joint Company Secretary (appointed 30 April 2021) Qualifications B.Com, CPA Experience Mr. Cohen is a commercially focused CPA with more than 20 years’ experience in the bulk commodity, shipping, mining and corporate sectors. He has an intimate knowledge of the challenging environment of offtake agreements, bulk shipping and the commercial aspects of commodity trading. Interest in Securities Fully Paid Ordinary Shares Performance Rights 750,000 1,700,000 1133.. AAuuddiitteedd RReemmuunneerraattiioonn RReeppoorrtt This report details the nature and amount of remuneration for all key management personnel of AVZ Minerals Limited and its subsidiaries. The information provided in this remuneration report has been audited as required by section 308(C) of the Corporations Act 2001. For the purposes of this report, key management personnel (KMP) of the Group are defined as those persons having authority and responsibility for planning, directing and controlling the major activities of the Company and the Group, directly or indirectly, including any Director (whether executive or otherwise) of the Group. The individuals included in this report are: NNoonn--EExxeeccuuttiivvee DDiirreeccttoorrss John Clarke Rhett Brans Peter Huljich Non-Executive Chairman Non-Executive Director Non-Executive Director EExxeeccuuttiivvee DDiirreeccttoorrss Nigel Ferguson Managing Director Graeme Johnston Technical Director Appointed 2 December 2019 Appointed 5 February 2018 Appointed 1 May 2019 Appointed 2 February 2017 Appointed 30 July 2018 OOtthheerr KKeeyy MMaannaaggeemmeenntt PPeerrssoonnnneell ((EExxeeccuuttiivveess)) Michael Hughes Jan de Jager Benjamin Cohen Leonard Math Appointed 14 August 2019 Project Director CFO & Joint Company Secretary Appointed 15 April 2021 Commercial Manager & Joint Company Secretary Appointed 30 April 2021 Former CFO and Company Secretary Appointed 9 July 2018, resigned 12 April 2021 AVZ Minerals Limited | 20 Directors’ Report ((aa)) RReemmuunneerraattiioonn PPoolliiccyy The remuneration policy of AVZ Minerals Limited has been designed to align director objectives with shareholder and business objectives by providing a fixed remuneration component which is assessed on an annual basis in line with market rates. By providing components of remuneration that are indirectly linked to share price appreciation (in the form of Options and/or Performance Rights), executive, business and shareholder objectives are aligned. The board of AVZ Minerals Limited believes the remuneration policy to be appropriate and effective in its ability to attract and retain the best directors to run and manage the company, as well as create goal congruence between directors and shareholders. The Board’s policy for determining the nature and amount of remuneration for Board members is as follows: i. Executive Directors & Other Key Management Personnel The remuneration policy and the relevant terms and conditions has been developed by the Remuneration Committee. In determining competitive remuneration rates, the Committee reviews local and international trends among comparative companies and industry generally. It examines terms and conditions for employee incentive schemes, benefit plans and share plans. Reviews are performed to confirm that executive remuneration is in line with market practice and is reasonable in the context of Australian executive reward practices. The Company is an exploration and development entity, and therefore speculative in terms of performance. Consistent with attracting and retaining talented executives, directors and senior executives are paid market rates associated with individuals in similar positions, within the same industry. The Remuneration Committee has used remuneration consultants as part of the executive remuneration review process. The Board’s remuneration policies are outlined below: Fixed Remuneration All executives receive a base cash salary or fixed consulting fee which is based on factors such as length of service and experience as well as other fringe benefits. If entitled, all executives also receive a superannuation guarantee contribution required by the government, which is 9.50% during the financial year and do not receive any other retirement benefits. Short-term Incentives (STI) Under the Group’s current remuneration policy, executives can from time to time receive short-term incentives in the form of cash bonuses. No short-term incentives were paid in the current financial year. The Board is responsible for assessing whether Key Performance Indicators (“KPI’s”) are met. The Board considers market rates of salaries for levels across the Group, which have been based on industry data provided by a range of employment agencies. Long-term Incentives (LTI) Executives are encouraged by the Board to hold shares in the company and it is therefore the Group’s objective to provide incentives for participants to partake in the future growth of the Group and, upon becoming shareholders in the Company, to participate in the Group’s profits and dividends that may be realised in future years. Performance rights Performance Rights in AVZ Minerals Limited are granted by the Board under the AVZ Performance Rights Plan and issued and held by the AVZ Mineral Limited Rights Share Trust (RST). Performance Rights are issued for no consideration and vest according to a set of performance criteria being met. The vesting of the Performance Rights is determined at the Board’s discretion. ii. Non-Executive Directors The Board’s policy is to remunerate non-executive directors at market rates for comparable companies for time, commitment and responsibilities. In determining competitive remuneration rates, the Board review local and international trends among comparative companies and the industry generally. Typically, the Company will compare non-executive remuneration to companies with similar market capitalisations in the exploration and resource development business Group. Non-executive directors’ fees are determined within an aggregate directors’ fee pool limit, which will be periodically recommended for approval by shareholders. The maximum currently stands at $650,000 per annum which was approved by shareholders at the 30 November 2018 Annual General Meeting. Fees for non-executive directors are not linked to the performance of the Company. However, to align directors’ interests with shareholder interests, the directors are encouraged to hold shares in the Company and from time to time, non-executives may receive options or Performance Rights subject to shareholder approval, to further align directors’ interests with shareholders. AVZ Minerals Limited | 21 Directors’ Report ((bb)) SSeerrvviiccee AAggrreeeemmeennttss The agreements relating to remuneration and other terms of employment for the key management personnel for the financial year are set out below: Dr. Clarke - Non-Executive Chairman  Receives a monthly fee of $10,000  Appointment will not exceed 3 years from the date of re-election at the annual general meeting  12-month termination period in the event of a takeover, scheme of arrangement or change of control of the Company Mr. Ferguson - Managing Director  Mr. Ferguson provides management services via Ridgeback Holdings Pty Ltd as trustee for the Ferguson Family Trust (‘Ridgeback’)  Mr. Ferguson was appointed as Managing Director effective 5 February 2018 and receives a monthly fee of $33,333 plus GST effective 1 January 2021 (increased from $29,166)  6-month termination period unless there is a breach or unremedied continued neglect of the terms of the agreement by Ridgeback in which there is a one-month termination period Mr. Johnston - Technical Director  No term of agreement   Receives a monthly fee of $25,000 plus GST 6-month termination period unless there is a breach or unremedied continued neglect of the terms of the agreement in which there is a one-month termination period Mr. Hughes - Project Director  No term of agreement   Receives a monthly base salary of $27,083 plus statutory superannuation 3-month notice period to terminate employment by either party Mr. de Jager - Chief Financial Officer & Joint Company Secretary  No term of agreement   Receives a monthly fee of $27,500 plus GST effective 15 April 2021 3-month notice period to terminate employment by either party Mr. Cohen - Commercial Manager & Joint Company Secretary  No term of agreement   Receives a monthly base salary of $17,123 plus statutory superannuation effective 30 April 2021 3-month notice period to terminate employment by either party Mr. Math - Chief Financial Officer & Company Secretary (resigned 12 April 2021)  No term of agreement   Receives a monthly fee of $14,312 plus GST 6-month termination period unless there is a breach or unremedied continued neglect of the terms of the agreement in which there is a one-month termination period AVZ Minerals Limited | 22 Directors’ Report ((cc)) CCoommppaannyy PPeerrffoorrmmaannccee,, SShhaarreehhoollddeerr WWeeaalltthh aanndd DDiirreeccttoorrss’’ aanndd EExxeeccuuttiivveess’’ RReemmuunneerraattiioonn Performance Rights issued during the year are detailed in Note 24 of the financial statements. Voting and comments made at the Company’s 2020 Annual General Meeting At the 2020 Annual General Meeting the Company remuneration report was passed by the requisite majority. ((dd)) DDeettaaiillss ooff KKeeyy MMaannaaggeemmeenntt PPeerrssoonnnneell RReemmuunneerraattiioonn 22002211 Short term employee benefits Salary $ Consulting fees $ Post employment Share based payments Total $ $ $ Remuneration consisting of share-based payments % Fixed remuneration % NNoonn--EExxeeccuuttiivvee CChhaaiirrmmaann John Clarke EExxeeccuuttiivvee DDiirreeccttoorrss Nigel Ferguson Graeme Johnston NNoonn--EExxeeccuuttiivvee DDiirreeccttoorrss Rhett Brans Peter Huljich EExxeeccuuttiivveess Michael Hughes Jan de Jager1 Benjamin Cohen2 Leonard Math3 - - - 120,000 375,000 300,000 - - - 640,357 760,357 262,898 228,835 637,898 528,835 54,794 - - 60,000 5,205 - 131,449 152,297 191,448 212,297 325,000 - 35,564 - - 68,438 - 134,538 21,695 - 3,379 - 144,022 4,301 1,204 123,208 490,717 72,739 40,147 257,746 TTOOTTAALL 441155,,335588 11,,005577,,997766 3300,,227799 11,,668888,,557711 33,,119922,,118844 1 Jan de Jager was appointed on 15 April 2021. 2 Benjamin Cohen was appointed on 30 April 2021. 3 Leonard Math resigned on 12 April 2021. 84 41 43 69 72 29 6 3 48 16 59 57 31 28 71 94 97 52 22002200 Short term employee benefits Salary $ Consulting fees $ Post employment Share based payments Total $ $ $ Remuneration consisting of share-based payments % NNoonn--EExxeeccuuttiivvee CChhaaiirrmmaann John Clarke1 EExxeeccuuttiivvee DDiirreeccttoorrss Nigel Ferguson Graeme Johnston - - - NNoonn--EExxeeccuuttiivvee DDiirreeccttoorrss Rhett Brans Hongliang Chen2 Peter Huljich 54,794 - - 70,000 300,000 250,000 19,500 - 60,000 - - - - 70,000 354,816 325,664 654,816 575,664 5,205 - - 177,408 - 291,391 256,907 - 351,391 EExxeeccuuttiivveess Michael Hughes3 Leonard Math 287,083 - - 156,000 19,869 - 138,000 118,271 444,952 274,271 TTOOTTAALL 334411,,887777 885555,,550000 2255,,007744 11,,440055,,555500 22,,662288,,000011 - 54 57 69 - 83 31 43 Fixed remuneration % 100 46 43 31 - 17 69 57 1 John Clarke was appointed on 2 December 2019. 2 Hongliang Chen resigned on 12 May 2020. 3 Michael Hughes was appointed on 14 August 2019. AVZ Minerals Limited | 23 Directors’ Report ((ee)) i. SShhaarree--bbaasseedd ccoommppeennssaattiioonn Options There have been no options issued to current Directors and executives as part of their remuneration during the year. ii. Performance Rights The number of Performance Rights granted to key management personnel as part of compensation during the year ended 30 June 2021 are set out below. Class N Class M Tranche 1 Tranche 2 Tranche 1 Tranche 2 Tranche 3 Total - 3,000,000 3,000,000 3,000,000 John Clarke Nigel Ferguson Graeme Johnston Rhett Brans Peter Huljich - - - - - - - - - Michael Hughes 500,000 500,000 Jan de Jager 1,250,000 1,250,000 Benjamin Cohen 350,000 350,000 Leonard Math - - - - - - - - - - - - - - - - - 3,000,000 2,000,000 1,500,000 1,500,000 2,000,000 - - - 1,500,000 99,,000000,,000000 33,,000000,,000000 22,,000000,,000000 11,,550000,,000000 11,,550000,,000000 33,,000000,,000000 22,,550000,,000000 770000,,000000 11,,550000,,000000 Details on Performance Rights Class M and N above are included in Note 24 Share Based Payments. The number of Performance Rights held by key management personnel converted into fully paid ordinary shares during the year ended 30 June 2021 are set out below. John Clarke Nigel Ferguson Graeme Johnston Rhett Brans Peter Huljich Benjamin Cohen Leonard Math NNuummbbeerr ooff rriigghhttss ccoonnvveerrtteedd dduurriinngg tthhee yyeeaarr 22002211 3,000,0001 3,000,0002 2,000,0002 1,500,0002 1,500,0002 500,0003 1,000,0002 1 The vesting condition for Tranche 1 of Class M Performance Rights were met during 2021 upon the Company executing an offtake agreement for at least 25% of the product in the Manono Lithium Project. These Performance Rights were converted into fully paid ordinary shares on 31 March 2021. 2 The vesting conditions for Tranche 3 of Class E Performance Rights were met during 2021 upon the Company executing an offtake agreement for at least 25% of the product in the Manono Lithium Project. These Performance Rights were converted into fully paid ordinary shares on 31 March 2021. 3 The vesting conditions for Class L Performance Rights were met during 2021 upon the Company executing an offtake agreement for at least 50% of the product (Lithium and Tin) in the Manono Lithium Project. These Performance Rights were converted into fully paid ordinary shares on 31 March 2021. AVZ Minerals Limited | 24 Directors’ Report Values of rights over ordinary shares granted, exercised and lapsed for key management personnel as part of compensation during the year ended 30 June 2021 are set out below. Value of rights granted during the year Value of rights converted during the year John Clarke Nigel Ferguson Graeme Johnston Rhett Brans Peter Huljich Michael Hughes Jan de Jager Benjamin Cohen Leonard Math $ 882,000 294,000 196,000 147,000 147,000 160,000 400,000 152,000 - $ 294,000 240,000 160,000 120,000 120,000 - - 40,000 80,000 The number of Performance Rights held during the financial year by each director of AVZ Minerals Limited and other key management personnel of the Group, including related parties, are set out below. Performance Rights Balance at the start of the year Granted during the year Other Lapsed/ Cancelled during the year Vested and Exercised during the year Balance at the end of the year Perform -ance Rights vested % Vested 22002211 John Clarke Nigel Ferguson Graeme Johnston Rhett Brans - 9,000,000 6,000,000 3,000,000 6,100,000 2,000,000 3,000,000 1,500,000 Peter Huljich 3,000,000 1,500,000 Michael Hughes Jan de Jager Benjamin Cohen - - - 3,000,000 2,500,000 - - - - - - - - - (3,000,000)2 6,000,000 (3,000,000)1 6,000,000 (2,100,000)3 (2,000,000)1 4,000,000 - - - - - (1,500,000)1 3,000,000 (1,500,000)1 3,000,000 - - - 3,000,000 2,500,000 1,700,000 - - - - - - - - - - - - - - - - - - Leonard Math 2,000,000 1,500,000 - (2,500,000)5 (1,000,000)1 - 700,000 1,000,0004 1 The vesting conditions for Tranche 3 of Class E Performance Rights were met during 2021 upon the Company executing an offtake agreement for at least 25% of the product in the Manono Lithium Project. These Performance Rights were converted into fully paid ordinary shares on 31 March 2021. 2 The vesting condition for Tranche 1 of Class M Performance Rights were met during 2021 upon the Company executing an offtake agreement for at least 25% of the product in the Manono Lithium Project. These Performance Rights were converted into fully paid ordinary shares on 31 March 2021. 3 The Class D Performance Rights lapsed unexercised on 2 February 2021 when vesting conditions of the 10-day VWAP for the Shares on the ASX reaching $0.34-$0.44 or higher during the vesting period have not been met. 4 This represents Benjamin Cohen’s holding as at 30 April 2021 being his appointment date. He was granted Class L Performance Rights while he was consultant to the Company prior to his appointment as KMP. 5 1,000,000 Class E Performance Rights and 1,500,000 Class M Performance Rights were cancelled when Leonard Math resigned from the Company. AVZ Minerals Limited | 25 Directors’ Report ((ff)) OOrrddiinnaarryy sshhaarreehhoollddiinnggss The number of shares in the company held during the financial year by each director of AVZ Minerals Limited and other key management personnel of the Group, including related parties, are set out below. There were no shares granted during the year as remuneration, apart from those issued as a result of Performance Rights vesting. Ordinary shares Balance at the start of the year Received as remuner- ation Other Purchased/(sold) during the year Balance at the end of the year 22002211 John Clarke Nigel Ferguson Graeme Johnston Rhett Brans Peter Huljich Michael Hughes Jan de Jager3 Benjamin Cohen 1,000,000 43,478,070 7,849,737 3,463,158 1,500,000 3,000,000 - - Leonard Math 2,630,487 - - - - - - - - - - - - - - - - 500,0004 - - - (2,000,000) - - (1,010,000)5 1,000,0002 (2,620,487) - - - - - 4,000,000 46,478,070 9,849,737 4,963,158 3,000,000 1,000,000 - 500,000 - Conversion of performance rights 3,000,0001 3,000,0002 2,000,0002 1,500,0002 1,500,0002 1 The vesting condition for Tranche 1 of Class M Performance Rights were met during 2021 upon the Company executing an offtake agreement for at least 25% of the product in the Manono Lithium Project. These Performance Rights were converted into fully paid ordinary shares on 31 March 2021. 2 The vesting conditions for Tranche 3 of Class E Performance Rights were met during 2021 upon the Company executing an offtake agreement for at least 25% of the product in the Manono Lithium Project. These Performance Rights were converted into fully paid ordinary shares on 31 March 2021. 3 Appointed on 15 April 2021. 4 Benjamin Cohen was appointed on 30 April 2021. This reflects number held at the date of appointment as KMP. 5 Leonard Math resigned on 12 April 2021. The negative amount reflects number held at the date ceasing to be a KMP. ((gg)) OOtthheerr ttrraannssaaccttiioonnss wwiitthh KKeeyy MMaannaaggeemmeenntt PPeerrssoonnnneell Loans and amount owing to key management personnel i. No loans were made to any director or other key management personnel of the Group, including related parties during the financial year. Amount owing to related parties at 30 June 2021 was Nil (2020: $48,417). Other transactions with key management personnel ii. During the year ended 30 June 2021, the Company paid $56,749 plus GST to Corad Pty Ltd, a company controlled by Mr. Graeme Johnston, for the provision of technical consultancy services (2020:$Nil). No other transactions were made to any director or other key management personnel of the Group, including related parties during the financial year. TThhiiss iiss tthhee eenndd ooff tthhee aauuddiitteedd rreemmuunneerraattiioonn rreeppoorrtt.. AVZ Minerals Limited | 26 Directors’ Report 1144.. MMeeeettiinnggss ooff DDiirreeccttoorrss The number of Board and Committee meetings held during the financial year and the number of meetings attended by each director is: Director Board Nomination and Remuneration Committee Audit and Risk Committee Eligible to Attend Attended Eligible to Attend Attended Eligible to Attend Attended John Clarke Nigel Ferguson Graeme Johnston Rhett Brans Peter Huljich 8 8 8 8 8 1155.. IInnssuurraannccee ooff OOffffiicceerrss 8 8 8 8 8 3 - - 3 3 3 - - 3 3 2 - - 2 2 2 - - 2 2 During the financial year, AVZ Minerals Limited paid a premium of $89,915 plus GST (2020: $45,058) to insure the directors and officers of the Company and its controlled entities. The liabilities insured are legal costs that may be incurred in defending civil or criminal proceedings that may be brought against the officers in their capacity as officers of entities in the Group, and any other payments arising from liabilities incurred by the officers in connection with such proceedings. This does not include such liabilities that arise from conduct involving a wilful breach of duty by the officers or the improper use by the officers of their position or of information to gain advantage for themselves or someone else or to cause detriment to the company. It is not possible to apportion the premium between amounts relating to the insurance against legal costs and those relating to other liabilities. 1166.. SShhaarreess uunnddeerr OOppttiioonn At the date of this report, unissued ordinary shares of AVZ Minerals Limited under option are as follows: Grant date Expiry Date Exercise Price Number of Options 8 April 2020 8 April 2022 $0.06 76,666,668 No option holder has any right under the options to participate in any other share issue of the Company or any other entity. 1177.. SShhaarreess iissssuueedd oonn eexxeerrcciissee ooff OOppttiioonnss During the year, 51,666,667 ordinary shares of the Company were issued on the exercise of Options. Expiry date Exercise price Balance at start of year Exercised during the year Granted during the year Lapsed during the year Balance at end of the year 5 March 2021 $0.0475 1,000,000 (1,000,000) 5 September 2021 $0.057 5,000,000 (5,000,000) 5 March 2022 8 April 2022 $0.0665 $0.060 5,000,000 (4,000,000) 120,000,002 (41,666,667) - - - - - - - - - - 1,000,000 78,333,335 AVZ Minerals Limited | 27 Directors’ Report 1188.. PPrroocceeeeddiinnggss oonn bbeehhaallff ooff tthhee CCoommppaannyy No person has applied for leave of court to bring proceedings on behalf of the Company or intervene in any proceedings to which the Company is a party for the purpose of taking responsibility on behalf of the Company for all or any part of those proceedings. 1199.. AAuuddiittoorr’’ss IInnddeeppeennddeennccee DDeeccllaarraattiioonn Section 307c of the Corporations Act 2001 requires our auditors, Hall Chadwick WA Audit Pty Ltd (Formerly Bentleys Audit & Corporate (WA) Pty Ltd), to provide the directors of the Company with an Independence Declaration in relation to the audit of the financial report. This Independence Declaration is set out on page 29 and forms part of this directors’ report for the year ended 30 June 2021. 2200.. NNoonn--AAuuddiitt SSeerrvviicceess During the year, Hall Chadwick WA Audit Pty Ltd (Formerly Bentleys Audit & Corporate (WA) Pty Ltd (‘Bentleys’)), the Company’s external auditor, did not perform any services other than their statutory audits (2020: $Nil). Other Bentleys division provided corporate finance services to the Company of $440 (2020: $Nil). Details of remuneration paid or payable to the auditor can be found within the financial statements at Note 4 Auditor’s Remuneration. In the event that non-audit services are provided by Hall Chadwick WA Audit Pty Ltd, the Board has established certain procedures to ensure that the provision of non-audit services are compatible with, and do not compromise, the auditor independence requirements of the Corporations Act 2001. These procedures include: non-audit services will be subject to the corporate governance procedures adopted by the Company and will be reviewed by the Board to ensure they do not impact the integrity and objectivity of the auditor; and ensuring non-audit services do not involve reviewing or auditing the auditor’s own work, acting in a management or decision-making capacity for the Company, acting as an advocate for the Company or jointly sharing risks and rewards. Signed in accordance with a resolution of the Board of Directors. NNiiggeell FFeerrgguussoonn MMaannaaggiinngg DDiirreeccttoorr Perth, Western Australia 3300 SSeepptteemmbbeerr 22002211 AVZ Minerals Limited | 28 Auditor’s Independence Declaration AVZ Minerals Limited | 29 Auditor’s Independence Declaration TTHHEE FFIINNAANNCCIIAALL SSTTAATTEEMMEENNTTSS AVZ Minerals Limited | 30 Consolidated Statement of Profit or Loss and Other Comprehensive Income Consolidated Statement of Profit or Loss and Other Comprehensive For the Year Ended 30 June 2021 RReevveennuuee Other income R&D Tax Incentive EExxppeennsseess Administrative costs Directors and consultancy expenses Share-based payment expense Compliance and regulatory expenses Insurance expenses Depreciation expense Depreciation expense of right-of use asset Movement in fair value of financial liabilities Interest expense Foreign currency (loss)/gain LLoossss bbeeffoorree iinnccoommee ttaaxx Income tax expense Note 3 24 9 10 13 Consolidated 2021 $ 2020 $ 45,347 926,507 217,276 - (1,768,769) (332,840) (2,561,150) (201,080) (131,262) (355,022) (72,149) (864,437) (8,266) (214,511) (1,600,545) (374,178) (2,029,407) (185,569) (78,108) (379,143) (72,149) (722,552) (32,965) (42,518) ((55,,553377,,663322)) ((55,,229999,,885588)) 5 - - LLoossss aafftteerr iinnccoommee ttaaxx ffoorr tthhee yyeeaarr ((55,,553377,,663322)) ((55,,229999,,885588)) OOtthheerr ccoommpprreehheennssiivvee iinnccoommee:: IItteemmss tthhaatt mmaayy bbee rreeccllaassssiiffiieedd ttoo pprrooffiitt oorr lloossss Exchange differences arising on translation of foreign operations Other comprehensive income (7,571,376) (7,571,376) 1,113,712 1,113,712 TToottaall ccoommpprreehheennssiivvee lloossss ffoorr tthhee yyeeaarr ((1133,,110099,,000088)) ((44,,118866,,114466)) LLoossss ffoorr tthhee yyeeaarr iiss aattttrriibbuuttaabbllee ttoo: Owners of AVZ Minerals Limited Non-controlling interests TToottaall ccoommpprreehheennssiivvee lloossss ffoorr tthhee yyeeaarr aattttrriibbuuttaabbllee ttoo:: Owners of AVZ Minerals Limited Non-controlling interests (5,401,290) (136,342) ((55,,553377,,663322)) (5,134,821) (165,037) ((55,,229999,,885588)) (11,946,710) (1,162,298) ((1133,,110099,,000088)) (4,260,747) 74,601 ((44,,118866,,114466)) Basic and diluted loss per share attributable to owners of AVZ Minerals Limited (cents per share) 18 (0.19) (0.22) The above consolidated statement of profit or loss and other comprehensive income should be read in conjunction with the accompanying notes. AVZ Minerals Limited | 31 Consolidated Statement of Financial Position Consolidated Statement of Financial Position As at 30 June 2021 CCuurrrreenntt AAsssseettss Cash and cash equivalents Trade and other receivables TToottaall CCuurrrreenntt AAsssseettss NNoonn--CCuurrrreenntt AAsssseettss Mineral exploration and evaluation Property, plant and equipment Right-of-use asset TToottaall NNoonn--CCuurrrreenntt AAsssseettss TToottaall AAsssseettss CCuurrrreenntt LLiiaabbiilliittiieess Trade and other payables Provisions Financial liabilities Lease liability TToottaall CCuurrrreenntt LLiiaabbiilliittiieess NNoonn--CCuurrrreenntt LLiiaabbiilliittiieess Financial liabilities Lease liability TToottaall NNoonn--CCuurrrreenntt LLiiaabbiilliittiieess TToottaall LLiiaabbiilliittiieess NNeett AAsssseettss EEqquuiittyy Share capital Reserves Accumulated losses Capital and reserves attributable to owners of AVZ Minerals Ltd Non-controlling interests TToottaall EEqquuiittyy Note Consolidated 2021 $ 2020 $ 6 7 8 9 10 11 12 13 10 13 10 14 16 22 2,463,632 390,174 14,202,294 395,980 2,853,806 14,598,274 90,525,946 732,585 48,099 84,896,432 1,092,204 120,248 91,306,630 86,108,884 9944,,116600,,443366 110000,,770077,,115588 469,151 72,227 6,661,275 51,343 393,576 36,714 - 72,881 7,253,996 503,171 - - - 77,,225533,,999966 5,796,838 51,351 5,848,189 66,,335511,,336600 8866,,990066,,444400 9944,,335555,,779988 107,916,233 3,439,770 103,495,333 9,332,520 (34,977,319) (30,162,109) 76,378,684 10,527,756 82,665,744 11,690,054 8866,,990066,,444400 9944,,335555,,779988 The above consolidated statement of financial position should be read in conjunction with the accompanying notes. AVZ Minerals Limited | 32 Consolidated Statement of Changes in Equity Consolidated Statement of Changes in Equity For the Year Ended 30 June 2021 Contributed Equity Accumulated Losses $ $ Share Options Reserve $ Foreign Currency Reserve $ Non- controlling Interests $ Total $ Total Equity $ BBaallaannccee aatt 11 JJuullyy 22001199 Loss for the year Exchange differences on translation of foreign operations Total comprehensive income/(loss) for the year 81,097,191 - (25,347,888) (5,134,821) 6,361,769 - 3,268,870 65,379,942 11,615,453 76,995,395 (5,299,858) (5,134,821) (165,037) - - - - (5,134,821) - - 874,074 874,074 239,638 1,113,712 874,074 (4,260,747) 74,601 (4,186,146) TTrraannssaaccttiioonnss wwiitthh oowwnneerrss iinn tthheeiirr ccaappaacciittyy aass oowwnneerrss:: Issue of shares Share issue transaction costs Share-based payments Performance Rights lapsed Exercise of Options Conversion of Performance Rights Total transactions with owners in their capacity as owners 14,287,570 (1,020,748) 141,000 - 6,109,320 - - - 320,600 - - - 2,029,407 (320,600) - - 14,287,570 (1,020,748) - 2,170,407 - - - 6,109,320 - - 14,287,570 (1,020,748) - 2,170,407 - - - 6,109,320 - 2,881,000 - (2,881,000) - - - - 22,398,142 320,600 (1,172,193) - 21,546,549 - 21,546,549 BBaallaannccee aatt 3300 JJuunnee 22002200 103,495,333 (30,162,109) 5,189,576 4,142,944 82,665,744 11,690,054 94,355,798 BBaallaannccee aatt 11 JJuullyy 22002200 Loss for the year Exchange differences on translation of foreign operations Total comprehensive income/(loss) for the year 103,495,333 - (30,162,109) (5,401,290) 5,189,576 - 4,142,944 82,665,744 11,690,054 94,355,798 (5,537,632) (5,401,290) (136,342) - - - - - (6,545,420) (6,545,420) (1,025,956) (7,571,376) (5,401,290) - (6,545,420) (11,946,710) (1,162,298) (13,109,008) TTrraannssaaccttiioonnss wwiitthh oowwnneerrss iinn tthheeiirr ccaappaacciittyy aass oowwnneerrss:: Contributions of equity (net of transaction costs) Share-based payments Performance Rights lapsed Exercise of Options Conversion of Performance Rights Total transactions with owners in their capacity as owners - - - 3,098,500 - - 586,080 - - 2,561,150 (586,080) - 1,322,400 - (1,322,400) - - - - - - 2,561,150 - 3,098,500 - - - - - - - 2,561,150 - 3,098,500 - 4,420,900 586,080 652,670 - 5,659,650 - 5,659,650 BBaallaannccee aatt 3300 JJuunnee 22002211 110077,,991166,,223333 ((3344,,997777,,331199)) 55,,884422,,224466 ((22,,440022,,447766)) 7766,,337788,,668844 1100,,552277,,775566 8866,,990066,,444400 The above consolidated statement of changes in equity should be read in conjunction with the accompanying notes. AVZ Minerals Limited | 33 Consolidated Statement of Cash Flows Consolidated Statement of Cash Flows For the Year Ended 30 June 2021 CCaasshh FFlloowwss ffrroomm OOppeerraattiinngg AAccttiivviittiieess Payments to suppliers and employees Interest received Interest expense COVID-19 cashflow boost government incentive R&D Tax Incentive Note Consolidated 2021 $ 2020 $ (2,556,182) (1,921,203) 54,880 (8,266) 37,500 926,507 76,524 (13,839) 42,234 - NNeett ccaasshh oouuttffllooww ffrroomm ooppeerraattiinngg aaccttiivviittiieess 19 ((11,,554455,,556611)) ((11,,881166,,228844)) CCaasshh FFlloowwss ffrroomm IInnvveessttiinngg AAccttiivviittiieess Payments for exploration and evaluation Payments for property, plant and equipment Payment of deferred consideration Advanced payment to Dathomir (additional 10%) (11,940,729) (9,448,589) (82,048) (89,240) - (2,162,731) (685,235) - NNeett ccaasshh oouuttffllooww ffrroomm iinnvveessttiinngg aaccttiivviittiieess ((1122,,770088,,001122)) ((1111,,770000,,556600)) CCaasshh FFlloowwss ffrroomm FFiinnaanncciinngg AAccttiivviittiieess Proceeds from issue of shares and other equity securities Proceeds from exercise of options Share issue transaction costs Proceed from convertible note Payment of convertible note Payment of lease liability - 3,098,500 - - - 14,136,815 6,109,320 (1,020,748) 1,530,531 (1,555,529) (72,889) (68,165) NNeett ccaasshh iinnffllooww ffrroomm ffiinnaanncciinngg aaccttiivviittiieess 33,,002255,,661111 1199,,113322,,222244 NNeett iinnccrreeaassee//((ddeeccrreeaassee)) iinn ccaasshh aanndd ccaasshh eeqquuiivvaalleennttss (11,227,962) 5,615,380 Exchange rate adjustments (510,700) (163,727) Cash and cash equivalents at the start of the year 14,202,294 8,750,641 CCaasshh aanndd ccaasshh eeqquuiivvaalleennttss aatt tthhee eenndd ooff tthhee yyeeaarr 6 22,,446633,,663322 1144,,220022,,229944 The above consolidated statement of cash flows should be read in conjunction with the accompanying notes. AVZ Minerals Limited | 34 Notes to the Consolidated Financial Statements for the year ended 30 June 2021 11.. SSuummmmaarryy ooff SSiiggnniiffiiccaanntt AAccccoouunnttiinngg PPoolliicciieess The principal accounting policies adopted in the preparation of these financial statements are set out below. These policies have been consistently applied to all the years presented, unless otherwise stated. These financial statements present the financial information for AVZ Minerals Limited as a consolidated entity consisting of AVZ Minerals Limited and the entities is controlled throughout the year (Group or consolidated entity). The Group is a for-profit entity for the purpose of this financial report. (a) Basis of Preparation The financial report is a general purpose financial report which has been prepared in accordance with the requirements of Australian Accounting Standards, other authoritative pronouncements of the Australian Accounting Standards Board, Accounting Interpretations and the Corporations Act 2001. i. Statement of Compliance The financial report complies with Australian Accounting Standards which include International Financial Reporting Standards as adopted in Australia. Compliance with these standards ensures that the consolidated financial statements and notes as presented comply with International Financial Reporting Standards (IFRS). ii. Historical cost convention These financial statements have been prepared under the historical cost convention. (b) Going concern The financial report has been prepared on the going concern basis, which contemplates the continuity of normal business activity and the realisation of assets and the settlement of liabilities in the ordinary course of business. The Group incurred a loss for the year of $5,537,632 (2020: $5,299,858) and net cash outflows from operating activities of $1,545,561 (2020: $1,816,284). As at 30 June 2021, the Group has a working capital deficit of $4,400,190. Subsequent to the end of the financial year, in July 2021 , the Company successfully raised A$40 million (before costs) via an institutional placement to investors at $0.13 per new share (See Note 26). The directors have prepared a cash flow forecast, which indicates that the Group will have sufficient cash flows to meet all commitments and working capital requirements for the 12-month period from the date of signing this financial report. Based on the cash flow forecasts, the directors are satisfied that the going concern basis of preparation is appropriate. In determining the appropriateness of the basis of preparation, the Directors have considered the impact of the COVID-19 pandemic on the position of the Group at 30 June 2021 and its operations in future periods. AVZ Minerals Limited | 35 Notes to the Consolidated Financial Statements for the year ended 30 June 2021 11.. SSuummmmaarryy ooff SSiiggnniiffiiccaanntt AAccccoouunnttiinngg PPoolliicciieess ((ccoonnttiinnuueedd)) (c) Basis of Consolidation i. Subsidiaries The consolidated financial statements incorporate the assets and liabilities of all subsidiaries of AVZ Minerals Limited as at 30 June 2021 and the results of all subsidiaries for the year then ended. AVZ Minerals Limited and its subsidiaries together are referred to in this financial report as the Group or the consolidated entity. Subsidiaries are all entities (including structured entities) over which the Group has control. The Group controls an entity when the Group is exposed to, or has rights to, variable returns from its involvement with the entity and has the ability to affect those returns through its power to direct the activities of the entity. Subsidiaries are fully consolidated from the date on which control is transferred to the Group. They are de- consolidated from the date that control ceases. Minority interests, being that portion of the profit or loss and net assets of subsidiaries attributable to equity interests held by persons outside the consolidated entity, are shown separately within the Equity section of the consolidated statement of financial position and in the consolidated statement of profit or loss and other comprehensive income. Intercompany transactions, balances and unrealised gains on transactions between Group companies are eliminated. Unrealised losses are also eliminated unless the transaction provides evidence of the impairment of the asset transferred. Accounting policies of subsidiaries have been changed where necessary to ensure consistency with the policies adopted by the Group. ii. Control over subsidiaries In determining whether the consolidated entity has control over subsidiaries that are not wholly owned, judgement is applied to assess the ability of the consolidated entity to control the day-to-day activities of the partly owned subsidiary and its economic outcomes. In exercising this judgement, the commercial and legal relationships that the consolidated entity has with other owners of partly owned subsidiaries are taken into consideration. Whilst the consolidated entity is not able to control all activities of a partly owned subsidiary, the partly owned subsidiary is consolidated within the consolidated entity where it is determined that the consolidated entity controls the day-to-day activities and economic outcomes of a partly owned subsidiary. Changes in agreements with other owners of partly owned subsidiaries could result in a loss of control and subsequently de- consolidation. During 30 June 2017, AVZ Minerals Limited acquired 60% of the issued shares of Dathcom Mining SA (previously known as Dathcom Mining SAS) by the issue of shares and cash. Under the terms of shareholders agreements, the Company is at this stage solely responsible for funding exploration activities and therefore has control over the day-to-day activities and economic outcomes of Dathcom Mining SA. Future changes to the shareholders agreements may impact on the ability of the Company to control Dathcom Mining SA. (d) Share-based payment transactions for the acquisition of goods and services Share-based payment arrangements in which the Group receives goods or services as in exchange for its own equity instruments are accounted for as equity-settled share-based payment transactions. The Group measures the value of equity instruments granted at the fair value of the goods and services received, unless that fair value cannot be measured reliably. If the fair value of the goods or services received cannot be reliably measured, the transaction is measured by the by reference to the fair value of the instruments granted. The calculation of the fair value of equity instruments at the date at which they are granted is determined using a Black-Scholes option pricing model, calculation of the fair value involves estimations of the relevant inputs to the pricing model. AVZ Minerals Limited | 36 Notes to the Consolidated Financial Statements for the year ended 30 June 2021 11.. SSuummmmaarryy ooff SSiiggnniiffiiccaanntt AAccccoouunnttiinngg PPoolliicciieess ((ccoonnttiinnuueedd)) (e) Financial Instruments Financial assets and financial liabilities are recognised in the statement of financial position when the Group becomes a party to the contractual provisions of the instrument. Financial Assets Trade receivables are held in order to collect the contractual cash flows and are initially measured at the transaction price (excludes estimates of variable consideration) as defined in AASB 15 Revenue, as the contracts of the Group do not contain significant financing components. Impairment losses are recognised based on lifetime expected credit losses in profit or loss. Other receivables are held in order to collect the contractual cash flows and accordingly are measured at initial recognition at fair value, which ordinarily equates to cost and are subsequently measured at cost less impairment due to their short-term nature. A provision for impairment is established based on 12-month expected credit losses unless there has been a significant increase in credit risk when lifetime expected credit losses are recognised. The amount of any provision is recognised in profit or loss. Financial Liabilities and Equity Financial liabilities and equity instruments issued by the Group are classified in accordance with the substance of the contractual arrangements entered into and the definitions of a financial liability and an equity instrument. An equity instrument is any contract that evidences a residual interest in the assets of the Group after deducting all of its liabilities. Equity instruments issued by the Company are recorded at the proceeds received, net of direct issue costs. All other loans including convertible loan notes are initially recorded at fair value, which is ordinarily equal to the proceeds received net of transaction costs. These liabilities are subsequently measured at amortised cost, using the effective interest rate method. Effective Interest Rate Method The effective interest rate method is a method of calculating the amortised cost of a financial asset or liability and allocating interest income or expense over the relevant period. The effective interest rate is the rate that exactly discounts estimated future cash flows through the expected life of the financial asset or liability, or, where appropriate, a shorter period, to the net carrying amount on initial recognition. (f) Segment reporting Operating segments are reported in a manner that is consistent with the internal reporting provided to the chief operating decision maker. The chief operating decision maker, who is responsible for allocating resources and assessing performance of the operating segments, has been identified as the board of directors. (g) Revenue recognition Revenue is recognised when or as the Group transfers control of goods or services to a customer at the amount to which the Group expected to be entitled. If the consideration promised includes a variable amount, the Group estimates the amount of consideration to which it will be entitled. COVID-19 revenue is recognised when it is received or when the right to receive payment is established. AVZ Minerals Limited | 37 Notes to the Consolidated Financial Statements for the year ended 30 June 2021 11.. SSuummmmaarryy ooff SSiiggnniiffiiccaanntt AAccccoouunnttiinngg PPoolliicciieess ((ccoonnttiinnuueedd)) (h) Income tax The income tax expense or benefit for the period is the tax payable on the current period’s taxable income based on the national income tax rate for each jurisdiction adjusted by changes in deferred tax assets and liabilities attributable to temporary differences between the tax bases of assets and liabilities and their carrying amounts in the financial statements, and to unused tax losses. Deferred tax assets and liabilities are recognised for temporary differences at the tax rates expected to apply when the assets are recovered or liabilities are settled, based on those tax rates which are enacted or substantively enacted for each jurisdiction. The relevant tax rates are applied to the cumulative amounts of deductible and taxable temporary differences to measure the deferred tax asset or liability. An exception is made for certain temporary differences arising from the initial recognition of an asset or a liability. No deferred tax asset or liability is recognised in relation to these temporary differences if they arose in a transaction, other than a business combination, that at the time of the transaction did not affect either accounting profit or taxable profit or loss. Deferred tax assets are recognised for deductible temporary differences and unused tax losses only if it is probable that future taxable amounts will be available to utilise those temporary differences and losses. Deferred tax assets and liabilities are offset when there is a legally enforceable right to offset current tax assets and liabilities and when the deferred tax balances relate to the same taxation authority. Current tax assets and tax liabilities are offset where the entity has a legally enforceable right to offset and intends either to settle on a net basis, or to realise the asset and settle the liability simultaneously. Current and deferred tax balances attributable to amounts recognised directly in equity are also recognised directly in equity. (i) Impairment of assets At each reporting date the Group assesses whether there is any indication that an asset may be impaired. An impairment loss is recognised for the amount by which the asset’s carrying amount exceeds its recoverable amount. The recoverable amount is the higher of an asset’s fair value less costs to sell and value in use. For the purposes of assessing impairment, assets are Grouped at the lowest levels for which there are separately identifiable cash inflows which are largely independent of the cash inflows from other assets or Groups of assets (cash-generating units). Non-financial assets other than goodwill that suffered an impairment are reviewed for possible reversal of the impairment at each reporting date. (j) Cash and cash equivalents For the purpose of presentation of the statement of cash flows, cash and cash equivalents includes cash on hand, deposits held at call with financial institutions, other short-term, highly liquid investments with original maturities of three months or less that are readily convertible to known amounts of cash and which are subject to an insignificant risk of changes in value, and bank overdrafts. (k) Exploration and evaluation expenditure Exploration, evaluation and development expenditure incurred is accumulated in respect of each identifiable area of interest. These costs are carried forward only if they relate to an area of interest for which rights of tenure are current and in respect of which:   Such costs are expected to be recouped through successful development and exploitation or from sale of the area: or Exploration and evaluation activities in the area have not, at reporting date, reached a stage which permits a reasonable assessment of the existence or otherwise of economically recoverable reserves, and active operations in, or relating to, the area are continuing. Accumulated costs in respect of areas of interest which are abandoned are written off in full against profit in the year in which the decision to abandon the area is made. A regular review is undertaken of each area of interest to determine the appropriateness of continuing to carry forward costs in relation to that area of interest. AVZ Minerals Limited | 38 Notes to the Consolidated Financial Statements for the year ended 30 June 2021 11.. (l) SSuummmmaarryy ooff SSiiggnniiffiiccaanntt AAccccoouunnttiinngg PPoolliicciieess ((ccoonnttiinnuueedd)) Trade and other payables These amounts represent liabilities for goods and services provided to the company prior to the end of financial year which are unpaid. Trade and other payables are presented as current liabilities unless payment is not due within 12 months. (m) Property, plant and equipment Plant and equipment is stated at cost less accumulated depreciation and any accumulated impairment losses. The assets' residual values, useful lives and amortisation methods are reviewed, and adjusted if appropriate, at each financial year end. Depreciation is calculated on a diminishing value basis over the estimated useful life of the assets as follows: Vehicles, IT equipment and furniture – 5 years (n) Provisions Provisions are recognised when the company has a present legal or constructive obligation as a result of past events, it is probable that an outflow of resources will be required to settle the obligation and the amount has been reliably estimated. Provisions are not recognised for future operating losses. Provisions are measured at the present value of management’s best estimate of the expenditure required to settle the present obligation at the reporting date. The discount rate used to determine the present value reflects current market assessments of the time value of money and the risks specific to the liability. The increase in the provision due to the passage of time is recognised as interest expense. (o) Employee benefits i. Short-term obligations Liabilities for wages and salaries, including non-monetary benefits and annual leave expected to be settled within 12 months of the reporting date are recognised in respect of employee’s services up to the end of the reporting period and are measured at the amounts expected to be paid when liabilities are settled. The liability for annual leave is recognised in the provision for employee benefits. All other short-term employee benefit obligations are presented as other payables. ii. Share-based payments The Company provides benefits to employees (including directors) of the Company in the form of share-based payment transactions, whereby employees render services in exchange for shares or rights over shares (‘equity- settled transactions’). The cost of these equity-settled transactions with employees is measured by reference to the fair value at the date at which they are granted. The fair value is determined using an appropriate option pricing model that takes into account the exercise price, the term of the option, the impact of dilution, the share price at grant date and expected volatility of the underlying share, the expected dividend yield and the risk-free interest rate for the term of the option. In valuing equity-settled transactions, no account is taken of any performance conditions, other than conditions linked to the price of shares of AVZ Minerals Limited (‘market conditions’). (p) Contributed equity Ordinary shares are classified as equity. Incremental costs directly attributable to the issue of new shares are shown in equity as a deduction, net of tax, from the proceeds. Incremental costs directly attributable to the issue of new shares for the acquisition of a business are not included in the cost of the acquisition as part of the purchase consideration. AVZ Minerals Limited | 39 Notes to the Consolidated Financial Statements for the year ended 30 June 2021 11.. SSuummmmaarryy ooff SSiiggnniiffiiccaanntt AAccccoouunnttiinngg PPoolliicciieess ((ccoonnttiinnuueedd)) (q) Earnings per share i. Basic earnings per share Basic earnings per share is calculated by dividing the profit/loss attributable to equity holders of the company excluding any costs of servicing equity other than ordinary shares, by the weighted average number of ordinary shares outstanding during the financial year, adjusted for bonus elements in ordinary shares issued during the year. ii. Diluted earnings per share Diluted earnings per share adjusts the figures used in the determination of basic earnings per share to take into account the after-tax effect of interest and other financing costs associated with the dilutive potential ordinary shares and the weighted average number of shares assumed to have been issued for no consideration in relation to dilutive potential ordinary shares. (r) Goods and services tax (GST) and Value added tax (VAT) Revenues, expenses and assets are recognised net of the amount of associated GST, unless the GST incurred is not recoverable from the taxation authority. In this case it is recognised as part of the cost of acquisition of the asset or as part of the expense. Revenue, expenses and assets incurred in overseas are recorded inclusive of VAT and no receivable or payable is recorded as the recoverability of the VAT from the relevant taxation authority is uncertain. Receivables and payables are stated inclusive of the amount of GST receivable or payable. The net amount of GST recoverable from, or payable to, the taxation authority is included with other receivables or payables in the statement of financial position. Cash flows are presented on a gross basis. The GST components of cash flows arising from investing or financing activities which are recoverable from, or payable to the taxation authority, are presented as operating cash flows. (s) Foreign currency translation i. Functional and presentation currency Items included in the financial statements of each of the Group’s entities are measured using the currency of the primary economic environment in which the entity operates (‘the functional currency’). The consolidated financial statements are presented in Australian dollars, which is AVZ Mineral’s functional and presentation currency. ii. Transactions and balances Foreign currency transactions are translated into the functional currency using the exchange rates prevailing at the dates of the transactions. Foreign exchange gains and losses resulting from the settlement of such transactions and from the translation at year end exchange rates of monetary assets and liabilities denominated in foreign currencies are recognised in the statement of profit or loss and other comprehensive income, except when they are deferred in equity as qualifying cash flow hedges and qualifying net investment hedges or are attributable to part of the net investment in a foreign operation. Translation differences on financial assets and liabilities carried at fair value are reported as part of the fair value gain or loss. Translation differences on non-monetary financial assets and liabilities such as equities held at fair value through profit or loss are recognised in profit or loss as part of the fair value gain or loss. Translation differences on non-monetary financial assets such as equities classified as available for sale financial assets are included in the fair value reserve in equity. AVZ Minerals Limited | 40 Notes to the Consolidated Financial Statements for the year ended 30 June 2021 11.. SSuummmmaarryy ooff SSiiggnniiffiiccaanntt AAccccoouunnttiinngg PPoolliicciieess ((ccoonnttiinnuueedd)) (s) Foreign currency translation (continued) iii. Group companies The results and financial position of all the Group entities (none of which has the currency of a hyperinflationary economy) that have a functional currency different from the presentation currency are translated into the presentation currency as follows:  Assets and liabilities for each statement of financial position presented are translated at the closing rate  at the date of that statement of financial position; Income and expenses for the statement of profit or loss and other comprehensive income are translated at average exchange rates (unless this is not a reasonable approximation of the cumulative effect of the rates prevailing on the transaction dates, in which case income and expenses are translated at the dates of the transactions); and  All resulting exchange differences are recognised as a separate component of comprehensive income. On consolidation, exchange differences arising from the translation of any net investment in foreign entities, and of borrowings and other financial instruments designated as hedges of such investments, are recognised in other comprehensive income. When a foreign operation is sold or any borrowings forming part of the net investment are repaid, a proportionate share of such exchange differences are recognised in the statement of profit or loss and other comprehensive income, as part of the gain or loss on sale where applicable. Goodwill and fair value adjustments arising on the acquisition of a foreign entity are treated as assets and liabilities of the foreign entities and translated at the closing rate. (t) Share based payments Equity settled transactions The Group provides benefits to employees (including senior executives) of the Group in the form of share-based payments, whereby employees render services in exchange for shares or rights over shares (equity-settled transactions). The cost of these equity-settled transactions with employees is measured by reference to the fair value of the equity instruments at the date at which they are granted. The fair value is determined by using an appropriate valuation technique, further details of which are given in the remuneration report. In valuing equity-settled transactions, no account is taken of any performance conditions, other than conditions linked to the price of the shares of AVZ Minerals Limited. The cost of equity-settled transactions is recognised, together with a corresponding increase in equity, over the period in which the performance and/or service conditions are fulfilled, ending on the date on which the relevant employees become fully entitled to the award (the vesting period). The cumulative expense recognised for equity-settled transactions at each reporting date until vesting date reflects: (i) (ii) the extent to which the vesting period has expired; and the Group’s best estimate of the number of equity instruments that will ultimately vest. No adjustment is made for the likelihood of market performance conditions being met as the effect of these conditions is included in the determination of fair value at grant date. The statement of profit or loss and other comprehensive income charge or credit for a period represents the movement in cumulative expense recognised as at the beginning and end of that period. No expense is recognised for awards that do not ultimately vest, except for awards where vesting is only conditional upon a market condition. AVZ Minerals Limited | 41 Notes to the Consolidated Financial Statements for the year ended 30 June 2021 11.. SSuummmmaarryy ooff SSiiggnniiffiiccaanntt AAccccoouunnttiinngg PPoolliicciieess ((ccoonnttiinnuueedd)) (t) Share based payments (continued) If the terms of an equity-settled award are modified, as a minimum an expense is recognised as if the terms had not been modified. In addition, an expense is recognised for any modification that increases the total fair value of the share-based payment arrangement, or is otherwise beneficial to the employee, as measured at the date of modification. If an equity-settled award is cancelled, it is treated as if it had vested on the date of cancellation, and any expense not yet recognised for the award is recognised immediately. However, if a new award is substituted for the cancelled award and designated as a replacement award on the date that it is granted, the cancelled and new award are treated as if they were a modification of the original award, as described in the previous paragraph. (u) New accounting standards and interpretations Adoption of new and revised standards In the year ended 30 June 2021, the Directors have reviewed all of the new and revised Standards and Interpretations issued by the AASB that are relevant to the Company and effective for the current reporting periods beginning on or after 1 July 2020. As a result of this review, the Directors have determined that there is no material impact of new Standards and Interpretations issued and, therefore, no change is necessary to the Group’s accounting policies. (v) New accounting standards and interpretations not yet adopted The Directors have also reviewed all Standards and Interpretations in issue not yet adopted for the year ended 30 June 2021. As a result of this review, the Directors have determined that there is no material impact of the Standards and Interpretations in issue not yet adopted on the Group and, therefore, no change is necessary to Group accounting policies. (w) Parent Entity Financial Information The financial information for the parent entity, AVZ Minerals Limited, disclosed in Note 25 has been prepared on the same basis as the consolidated financial statements. AVZ Minerals Limited | 42 Notes to the Consolidated Financial Statements for the year ended 30 June 2021 22.. CCrriittiiccaall aaccccoouunnttiinngg eessttiimmaatteess aanndd jjuuddggeemmeennttss Estimates and judgements are continually evaluated and are based on historical experience and other factors, including expectations of future events that may have a financial impact on the entity and that are believed to be reasonable under the circumstances. The Group makes estimates and assumptions concerning the future. The resulting accounting estimates and judgements may differ from the related actual results and may have a significant effect on the carrying amount of assets and liabilities within the next financial year and on the amounts recognised in the financial statements. The estimates and assumptions that have a significant risk of causing a material adjustment to the carrying amounts of assets and liabilities within the next financial year are discussed below. a) Impairment of deferred exploration and evaluation expenditure Exploration and evaluation costs are carried forward where right of tenure of the area of interest is current. These costs are carried forward in respect of an area that has not at reporting date reached a stage that permits reasonable assessment of the existence of economically recoverable reserves. The Board and Management have assessed the carrying value of the Exploration and Evaluation Expenditure to be impaired. Refer to the accounting policy stated in Note 1(k) and to Note 8 for movements in the exploration and evaluation expenditure balance. b) Share based payment transactions The Group measures the cost of equity-settled transactions with employees and consultants by reference to the fair value of the equity instruments at the date at which they are granted. The fair value for options is determined by an internal valuation using a Black-Scholes option pricing model. The fair value of Performance Rights is determined by using the underlying share price at grant date. c) Tax in foreign jurisdictions The consolidated entity operates in overseas jurisdictions and accordingly is required to comply with the taxation requirements of those relevant countries. This results in the consolidated entity making estimates in relation to taxes including but not limited to income tax, goods and services tax, withholding tax and employee income tax. The consolidated entity estimates its tax liabilities based on the consolidated entity’s understanding of the tax law. Where the final outcome of these matters is different from the amounts that were initially recorded, such differences will impact profit or loss in the period in which they are settled. d) Deferred consideration Deferred consideration is required to be paid at any time over a three-year period. As such management have made judgements around the financing component associated with the deferred consideration, and an estimated repayment date to assess the present value of the deferred consideration. e) Estimation of the Group's borrowing rate The lease payments used to determine the lease liability and right-of-use of asset at 1 July 2020 under AASB 16 Leases are discounted using the Group’s incremental borrowing rate of 6.6%. 33.. RReevveennuuee Interest received Rental income Admin on charges COVID-19 cashflow boost government incentive Other income TToottaall rreevveennuuee aanndd ootthheerr iinnccoommee Consolidated 2021 $ 2020 $ 45,347 - - - - 45,347 86,058 16,498 11,044 100,000 3,676 217,276 AVZ Minerals Limited | 43 Notes to the Consolidated Financial Statements for the year ended 30 June 2021 44.. AAuuddiittoorr’’ss RReemmuunneerraattiioonn Hall Chadwick (WA) Pty Ltd (Formerly Bentleys Audit & Corporate (WA) Pty Ltd) Audit and review of financial statements Other services Total remuneration of auditors 55.. ((aa)) IInnccoommee TTaaxx EExxppeennssee NNuummeerriiccaall rreeccoonncciilliiaattiioonn ooff iinnccoommee ttaaxx eexxppeennssee ttoo pprriimmaa ffaacciiee ttaaxx ppaayyaabbllee Loss from continuing operations before income tax expense Tax at the tax rate of 30% (2020: 30%) Tax effect of amounts which are not deductible in calculating taxable income: Non-deductible expenses Non-assessable amounts Unrecognised tax losses Movement in unrecognised temporary differences Deductible equity raising costs Income tax expense (b) DDeeffeerrrreedd ttaaxx aasssseett nnoott rreeccooggnniisseedd** Tax losses Exploration and expenditure Other NNeett ddeeffeerrrreedd ttaaxx nnoott rreeccooggnniisseedd Consolidated 2021 $ 2020 $ 80,510 440 80,950 85,000 - 85,000 Consolidated 2021 $ 2020 $ (5,537,632) (1,661,290) (5,299,858) (1,589,957) 1,140,012 (277,697) 932,085 (133,110) - 953,162 - 776,716 166,304 (306,225) - - 4,881,180 378,248 3,981,456 494,977 5,259,428 4,476,433 *The deferred tax asset attributable to tax losses does not exceed taxable amounts arising from the reversal of existing assessable temporary differences. 66.. CCaasshh && CCaasshh EEqquuiivvaalleennttss Cash at bank & in hand TToottaall ccaasshh && ccaasshh eeqquuiivvaalleennttss Consolidated 2021 $ 2020 $ 2,463,632 14,202,294 2,463,632 14,202,294 Cash on hand is non-interest bearing. Cash at bank bears interest rates between 0.01% and 1.60% (2020: 0.01% and 2.9%). Refer to Note 17 for the Group’s exposure to interest rate and credit risk. AVZ Minerals Limited | 44 Notes to the Consolidated Financial Statements for the year ended 30 June 2021 77.. TTrraaddee aanndd OOtthheerr RReecceeiivvaabblleess Advances to employees for field work purposes Accrued interest income GST receivable Deposits and securities COVID-19 cashflow boost government incentive receivable Prepayments Other receivables TToottaall ttrraaddee aanndd ootthheerr rreecceeiivvaabblleess 88.. EExxpplloorraattiioonn && EEvvaalluuaattiioonn EExxppeennddiittuurree Opening balance Acquisition of further interest (i) Exploration costs Net exchange differences on translation CClloossiinngg bbaallaannccee Consolidated 2021 $ 2020 $ 119,382 - 117,180 47,378 - 104,236 66,912 9,534 179,603 47,302 57,766 18,352 1,998 16,511 390,174 395,980 Consolidated 2021 $ 2020 $ 84,896,432 685,235 12,122,357 (7,178,078) 90,525,946 74,184,250 - 9,456,611 1,255,571 84,896,432 (i) On 21 September 2020, AVZ executed a Share Sale Purchase Agreement for an additional 10% equity stake in Dathcom Mining Resources SA from its joint venture partner, Dathomir Mining Resources SARL for US$15.5 million. Under the agreement, AVZ paid US$500,000 in September 2020 to Dathomir as an advance payment, with the remaining US$15M to be paid to Dathomir at any time within 12 months of the Share Sale Purchase Agreement being executed, or as soon as AVZ secures a minimum of US$50 million project financing. Should the payment not be made within 12 months, AVZ will forego its US$500,000 advance payment and lose the rights to secure the additional 10% equity in the Manono Lithium and Tin Project. The value of the Group’s interest in exploration expenditure is dependent upon: The continuance of the Company’s rights to tenure of the areas of interest; - The results of future exploration; and - The recoupment of costs through successful development and exploration of the areas of interest, or - alternatively, by their sale. 99.. PPrrooppeerrttyy,, ppllaanntt aanndd eeqquuiippmmeenntt At cost Less: accumulated depreciation Reconciliation Opening balance Additions Depreciation expense Foreign currency translation difference movement CClloossiinngg bbaallaannccee Consolidated Consolidated 2021 $ 2020 $ 1,921,485 (1,188,900) 732,585 1,991,258 (899,054) 1,092,204 1,092,204 82,048 (355,022) (86,645) 732,585 1,348,416 89,240 (379,143) 33,691 1,092,204 AVZ Minerals Limited | 45 Notes to the Consolidated Financial Statements for the year ended 30 June 2021 1100.. ((aa)) LLeeaasseess AAmmoouunnttss rreeccooggnniisseedd iinn tthhee bbaallaannccee sshheeeett RRiigghhttss--ooff--uussee aasssseett Balance as at 1 July Right-of-use assets recognised Less: Depreciation CClloossiinngg bbaallaannccee LLeeaassee lliiaabbiilliittiieess Balance as at 1 July Lease liabilities recognised Add: Interest Less: Payment per Consolidated Statement of Cash Flows CClloossiinngg bbaallaannccee Current Non-current CClloossiinngg bbaallaannccee Consolidated 2021 $ 2020 $ 120,248 - (72,149) 48,099 124,232 - 5,640 (78,529) 51,343 51,343 - 51,343 - 192,397 (72,149) 120,248 - 192,397 10,364 (78,529) 124,232 72,881 51,351 124,232 ((bb)) AAmmoouunnttss rreeccooggnniisseedd iinn tthhee ccoonnssoolliiddaatteedd ssttaatteemmeenntt ooff pprrooffiitt oorr lloossss Depreciation of right-of-use asset Interest expense on lease liabilities 72,149 5,640 72,149 10,364 ((cc)) LLeeaassiinngg AAccttiivviittiieess The Company leases the office property at Level 2, 8 Colin Street, West Perth. The lease of the property commenced on 1 March 2019 and remains in force until 28 February 2022. The lease is recognised as a right-of-use asset and a corresponding liability at the date at which the leased asset is available for use by the Company. Each lease payment is allocated between the liability and finance cost. The finance cost is charged to profit or loss over the lease period as to produce a constant periodic rate of interest on the remaining balance of the liability for each period. The right-of-use asset is amortised over the shorter of the asset’s useful life and the lease term on a straight-line basis. IInniittiiaall mmeeaassuurreemmeenntt Assets and liabilities from a lease are initially measured on a present value basis. The lease liability includes the present value of the fixed payments and variable lease payments that depend on an index, initially measured using the index as at the commencement date (reconciled and adjusted for actual index each year). The lease payments are discounted using the Company’s incremental borrowing rate of 6.66%. The right-of-use asset is measured at cost comprising of the initial measurement of the lease liability. SSuubbsseeqquueenntt mmeeaassuurreemmeenntt The right-of-use asset is subsequently measured at cost less any accumulated amortisation and any accumulated impairment losses and adjusted for any re-measurement of the lease liability. The lease liability is subsequently measured to reflect the interest on the lease liability, the lease payments made and any reassessment of the variable payments. AVZ Minerals Limited | 46 Notes to the Consolidated Financial Statements for the year ended 30 June 2021 1111.. TTrraaddee && OOtthheerr PPaayyaabblleess Current Trade payables Employee benefits and related payables Accrued expenses FBT Payable Others TToottaall ccuurrrreenntt ttrraaddee && ootthheerr ppaayyaabblleess The Group’s exposure to liquidity risk is noted in Note 17. 1122.. PPrroovviissiioonnss Current Employee benefits TToottaall ccuurrrreenntt pprroovviissiioonnss The Group’s provision for employee benefits represents annual leave payable. 1133.. FFiinnaanncciiaall LLiiaabbiilliittiieess Acquisition of a 60% interest in Dathcom Mining SA (previously known as Dathcom Mining SAS) on 23 May 2017 DDeeffeerrrreedd CCoonnssiiddeerraattiioonn CCuurrrreenntt LLiiaabbiilliittyy Principal Principal repayments (i) Realised foreign exchange loss on repayments Fair value decrease taken to profit or loss Transfer between current/non-current AAtt 3300 JJuunnee Consolidated 2021 $ 2020 $ 42,792 44,218 368,221 4,204 9,716 469,151 320,935 19,894 35,000 - 17,747 393,576 Consolidated 2021 $ 2020 $ 72,227 72,227 36,714 36,714 Consolidated 2021 $ 2020 $ - - - - - - 1,425,456 (1,450,241) 24,785 - - - (i) Paid to La Congolaise d’Exploitation Minière SA in deferred consideration under the terms of the Joint Venture Agreement. The key terms of the Joint Venture Agreement were disclosed in the company’s ASX announcement dated 2 February 2017. AVZ Minerals Limited | 47 Notes to the Consolidated Financial Statements for the year ended 30 June 2021 1133.. FFiinnaanncciiaall LLiiaabbiilliittiieess ((ccoonnttiinnuueedd)) Acquisition of 5% interest in Dathcom Mining SA on 24 June 2019 DDeeffeerrrreedd CCoonnssiiddeerraattiioonn CCuurrrreenntt LLiiaabbiilliittyy Principal Principal repayments Fair value decrease on repayment Fair value increase AAtt 3300 JJuunnee NNoonn--CCuurrrreenntt LLiiaabbiilliittyy Opening balance Fair value increase taken to profit or loss AAtt 3300 JJuunnee TToottaall Consolidated 2021 $ 2020 $ 5,796,838 - - 864,437 6,661,275 712,901 (712,490) (411) - - - - - 6,661,275 5,074,286 722,552 5,796,838 5,796,838 On 24 June 2019, the Company announced that it had executed a Share Sale Purchase Agreement (“Agreement”) with Dathomir Mining Resources SARL to increase the Group’s equity in the Manono Lithium and Tin Project for a total consideration of US$5,500,000. Under the Agreement, the first tranche payment of US$500,000 is to be paid within 14 days of execution and the balance of the consideration can be paid at any time within 36 months from execution of the Agreement. The first tranche payment of US$500,000 was paid in July 2019. The value of the deferred consideration is the board’s assessment of the value of contracted future payments issued under the agreement for the acquisition of Dathcom Mining SA. The fair value is based on assumptions to present value the future payments based on a discount rate of 12%. The principal payments are contractually required in U.S. dollars and have been converted to Australian dollars at 30 June 2021. TToottaall DDeeffeerrrreedd CCoonnssiiddeerraattiioonn Total current liability Total non-current liability TToottaall LLiiaabbiilliittyy 6,661,275 - 6,661,275 - 5,796,838 5,796,838 Consolidated 2021 Shares 2020 Shares Consolidated 2021 $ 2020 $ 1144.. SShhaarree ccaappiittaall Ordinary shares - fully paid TToottaall SShhaarree CCaappiittaall 2,906,165,175 2,906,165,175 2,838,498,508 2,838,498,508 107,916,233 107,916,233 103,495,333 103,495,333 Ordinary shares participate in dividends and the proceeds on winding up of the Company in proportion to the number of shares held and in proportion to the amount paid up on the shares held. At shareholders meetings, each ordinary share is entitled to one vote in proportion to the paid-up amount of the share when a poll is called, otherwise each shareholder has one vote on a show of hands. AVZ Minerals Limited | 48 Notes to the Consolidated Financial Statements for the year ended 30 June 2021 1144.. SShhaarree ccaappiittaall ((ccoonnttiinnuueedd)) Date Number of Shares Fair Value per share Total $ MMoovveemmeennttss iinn sshhaarree ccaappiittaall Opening Balance 1 July 2019 Conversion of Performance Rights1 Share based payment2 Conversion of Performance Rights3 Exercise of Listed Options4 Issue of shares Share placement5 Share placement6 Share placement7 Conversion of Performance Rights8 Less: Transaction costs arising on share issues CClloossiinngg BBaallaannccee aatt 3300 JJuunnee 22002200 Opening Balance 1 July 2020 Exercise of unlisted options9 Exercise of unlisted options9 Exercise of unlisted options9 Exercise of unlisted options10 Exercise of unlisted options11 Exercise of unlisted options11 Exercise of unlisted options12 Exercise of unlisted options13 Exercise of unlisted options14 Conversion of Performance Rights15 CClloossiinngg BBaallaannccee aatt 3300 JJuunnee 22002211 19-Jul-18 5-Jul-19 11-Jul-19 Various 11-Feb-20 8-Apr-20 24-Apr-20 14-May-20 12-Jun-20 21-Oct-20 24-Nov-20 10-Dec-20 14-Dec-20 4-Jan-21 13-Jan-21 18-Jan-21 18-Jan-21 19-Jan-21 30-Mar-21 2,287,198,459 81,097,191 - 3,000,000 13,950,000 203,649,049 1,000 40,000,000 40,000,000 237,500,000 13,200,000 - 2,838,498,508 $0.029 $0.047 $0.100 $0.030 $0.070 $0.045 $0.045 $0.045 $0.072 580,000 141,000 1,341,000 6,109,320 70 1,800,000 1,800,000 10,687,500 960,000 (1,020,748) 103,495,333 2,838,498,508 103,495,333 10,000,000 5,000,000 10,000,000 4,000,000 5,000,000 11,666,667 4,000,000 1,000,000 1,000,000 16,000,000 2,906,165,175 $0.060 $0.060 $0.060 $0.057 $0.060 $0.060 $0.065 $0.048 $0.057 $0.083 600,000 300,000 600,000 228,000 300,000 700,000 266,000 47,500 57,000 1,322,400 107,916,233 1 On 19 July 2018, 20,000,000 Performance Rights vested and were converted to Ordinary Shares. The fair value of the Performance Rights of $580,000 was transferred from Share based payment reserve to Share Capital during the year ended 30 June 2020. 2 On 5 July 2019, 3,000,000 shares were issued to a supplier in lieu of cash payments for investor relations services received. 3 On 11 July 2019, 5,000,000 Class C Performance Rights and 8,950,000 Class E Performance Rights vested and converted to Ordinary Shares. The fair value of the Performance Rights of $1,341,000 was transferred from Share based payment reserve to Share Capital. 4 During the year ended 30 June 2020, a total of 203,649,049 Listed Options (exercisable at $0.03 per share on or before 24 May 2020) were exercised. 5 On 8 April 2020, the Company completed a $1.8 million placement through the issue of 40,000,000 shares at $0.045 per share and 60,000,002 free- attaching options exercisable at $0.06 per share expiring on 8 April 2022 to Lithium Plus and other sophisticated and professional investors, all of whom are non-related parties. 6 On 24 April 2020, the Company completed a $1.8 million placement through the issue of 40,000,000 shares at $0.045 per share and 60,000,002 free- attaching options exercisable at $0.06 per share expiring on 8 April 2022 to Lithium Plus and other sophisticated and professional investors, all of whom are non-related parties. 7 On 14 May 2020, the Company completed a $10.7 million placement through the issue of 237,500,000 shares at $0.045 per share to Yibin Tianyi Lithium Industry Co. Ltd. 8 On 12 June 2020 the Company issued 13,200,000 fully paid ordinary shares following the vesting of Class E and Class H Performance Rights (Completion of the Definitive Feasibility Study on the Manono Project). 9 During the year ended 30 June 2021, a total of 25,000,000 Unlisted Options (exercisable at $0.06 per share on or before 8 April 2022) were exercised. AVZ Minerals Limited | 49 Notes to the Consolidated Financial Statements for the year ended 30 June 2021 1144.. SShhaarree ccaappiittaall ((ccoonnttiinnuueedd)) MMoovveemmeennttss iinn sshhaarree ccaappiittaall ((ccoonnttiinnuueedd)) 10 During the year ended 30 June 2021, a total of 4,000,000 Unlisted Options (exercisable at $0.057 per share on or before 5 September 2021) were exercised. 11 During the year ended 30 June 2021, a total of 16,666,667 Unlisted Options (exercisable at $0.06 per share on or before 8 April 2022) were exercised. 12 During the year ended 30 June 2021, a total of 4,000,000 Unlisted Options (exercisable at $0.0665 per share on or before 5 March 2022) were exercised. 13 During the year ended 30 June 2021, a total of 1,000,000 Unlisted Options (exercisable at $0.0475 per share on or before 5 March 2022) were exercised. 14 During the year ended 30 June 2021, a total of 1,000,000 Unlisted Options (exercisable at $0.057 per share on or before 5 September 2021) were exercised. 15 On 31 March 2021 the Company issued 16,000,000 fully paid ordinary shares following the vesting of Class E, Class L and Class M Performance Rights (Executing an offtake agreement for at least 25% and 50% of the product (Lithium and Tin) in the Manono Lithium Project). 1155.. SShhaarree OOppttiioonnss aanndd PPeerrffoorrmmaannccee RRiigghhttss ((aa)) SShhaarree OOppttiioonnss Expiry date Exercise price (cents) Balance at start of year Granted during the year Exercised during the year Lapsed during the year Balance at end of the year 22002211 Unlisted Unlisted Unlisted Unlisted 22002200 5-Mar-21 5-Sep-21 5-Mar-22 8-Apr-22 Unlisted 28-Apr-20 Listed Unlisted Unlisted Unlisted Unlisted 24-May-20 5-Mar-21 5-Sep-21 5-Mar-22 8-Apr-22 4.75 5.7 6.65 6.0 30.5 3.0 4.75 5.7 6.65 6.0 1,000,000 5,000,000 5,000,000 120,000,002 131,000,002 30,000,000 203,649,049 1,000,000 5,000,000 5,000,000 - - - - - - - - - - - 120,000,0021 (1,000,000) (5,000,000) (4,000,000) (41,666,667) (51,666,667) - - - - - - (30,000,000) (203,649,049) - - - - - - 1,000,000 78,333,335 79,333,335 - - 1,000,000 5,000,000 5,000,000 - - - - - 120,000,002 244,649,049 120,000,002 (203,649,049) (30,000,000) 131,000,002 1 On 8 April 2020 and 24 April 2020, the Company completed a $3.6 million placement through the issue of 80,000,000 shares at $0.045 per share and 120,000,002 free-attaching options exercisable at $0.06 per share expiring on 8 April 2022 to Lithium Plus and other sophisticated and professional investors, all of whom are non-related parties. ((bb)) PPeerrffoorrmmaannccee RRiigghhttss Expiry date Exercise price Balance at start of year Granted during the year Converted during the year Cancelled/ lapsed during the year Balance at end of the year 22002211 Class D Class E Class F Class H Class I Class K Class L Class M Class N Various 3-Dec-21 2-Jun-22 3-Dec-21 11-Nov-20 3-Dec-21 3-Dec-21 9-Dec-23 26-Jun-24 - - - - - - - - - 3,600,000 17,400,000 8,000,000 3,000,000 3,000,000 1,600,000 - - - 36,600,000 - - - - - - 4,000,000 24,100,000 5,200,000 33,300,000 - (8,700,000) - (1,500,000) - (800,000) (2,000,000) (3,000,000) - (16,000,000) (3,600,000) (1,000,000) - - (3,000,000) - - (1,500,000) - (9,100,000) - 7,700,000 8,000,000 1,500,000 - 800,000 2,000,000 19,600,000 5,200,000 44,800,000 AVZ Minerals Limited | 50 Notes to the Consolidated Financial Statements for the year ended 30 June 2021 1155.. SShhaarree OOppttiioonnss aanndd PPeerrffoorrmmaannccee RRiigghhttss ((ccoonnttiinnuueedd)) ((bb)) PPeerrffoorrmmaannccee RRiigghhttss ((ccoonnttiinnuueedd)) Expiry date Exercise price (cents) Balance at start of year Granted during the year Converted during the year Cancelled/ lapsed during the year Balance at end of the year 30-Nov-21 12-Oct-18 Various 3-Dec-21 2-Jun-22 2-Jun-22 3-Dec-21 11-Nov-20 1-Nov-22 3-Dec-21 - - - - - - - - - - 7,500,000 5,000,000 14,850,000 35,800,000 8,000,000 3,000,000 4,500,000 - - - 78,650,000 - - (5,000,000) - - - - (17,650,000) - - - - (1,500,000) - 3,000,000 - (3,000,000) 3,000,000 1,600,000 - 7,600,000 (27,150,000) (7,500,000) - (11,250,000) (750,000) - (3,000,000) - - - - (22,500,000) - - 3,600,000 17,400,000 8,000,000 - 3,000,000 3,000,000 - 1,600,000 36,600,000 22002200 Class B Class C Class D Class E Class F Class G Class H Class I Class J Class K 1166.. RReesseerrvveess Share Options Reserve (a) Foreign Currency Translation Reserve (b) TToottaall rreesseerrvveess ((aa)) SShhaarree OOppttiioonnss RReesseerrvvee ((ii)) Opening balance Unlisted Options issued during the year Share-based payment expense during the year Less: Conversion of Performance Rights Less: Performance Rights lapsed CClloossiinngg bbaallaannccee ((bb)) FFoorreeiiggnn CCuurrrreennccyy TTrraannssllaattiioonn RReesseerrvvee ((iiii)) Opening balance Exchange difference arising on translation of foreign operations CClloossiinngg bbaallaannccee Consolidated 2021 $ 2020 $ 5,842,246 (2,402,476) 3,439,770 5,189,576 4,142,944 9,332,520 5,189,576 - 2,561,150 (1,322,400) (586,080) 5,842,246 6,361,769 - 2,029,407 (2,881,000) (320,600) 5,189,576 4,142,944 (6,545,420) (2,402,476) 3,268,870 874,074 4,142,944 NNaattuurree aanndd ppuurrppoossee ooff rreesseerrvveess (i) Share Options Reserve The Share Options Reserve contains amounts received on the issue of options over unissued capital of the Company. It is used to recognise the fair value of options and Performance rights issued to employees and consultants but not exercised. (ii) Foreign currency translation reserve The foreign currency translation reserve records exchange differences arising on translation of foreign controlled entities. The exchange differences arising are recognised in other comprehensive income as detailed in Note 1(s) and accumulated within a separate reserve within equity. The cumulative amount is reclassified to the statement of profit or loss and other comprehensive income when the net investment is disposed of. AVZ Minerals Limited | 51 Notes to the Consolidated Financial Statements for the year ended 30 June 2021 1177.. FFiinnaanncciiaall IInnssttrruummeennttss,, RRiisskk MMaannaaggeemmeenntt OObbjjeeccttiivveess aanndd PPoolliicciieess The consolidated entity’s principal financial instruments comprise cash and cash equivalents. The main purpose of the financial instruments is to earn the maximum amount of interest at a low risk to the Company. The consolidated entity also has other financial instruments such as trade debtors and creditors which arise directly from its operations. For the year under review, it has been the consolidated entity’s policy not to trade in financial instruments. The main risks arising from the consolidated entity’s financial instruments are interest rate risk and credit risk. The Board reviews and agrees policies for managing each of these risks and they are summarised below: ((aa)) IInntteerreesstt RRaattee RRiisskk The Group’s exposure to interest rate risk, which is the risk that a financial instrument’s value will fluctuate as a result of changes in market interest rates and the effective weighted average interest rate for each class of financial assets and financial liabilities comprises: Consolidated 2021 Weighted Average Interest Rate % Floating Interest Rate $ FFiinnaanncciiaall aasssseettss Cash and cash equivalents Trade and other receivables FFiinnaanncciiaall lliiaabbiilliittiieess Trade and other payables Financial liabilities 0.86% - - - Fixed Interest $ 20,175 - 20,175 Non- interest bearing $ - 285,938 285,938 2,443,457 - 2,443,457 - - - - - - 469,151 6,661,275 7,130,426 Consolidated 2020 FFiinnaanncciiaall aasssseettss Weighted Average Interest Rate % Floating Interest Rate $ Fixed Interest $ Non- interest bearing $ Total $ 2,463,632 285,938 2,749,570 469,151 6,661,275 7,130,426 Total $ Cash and cash equivalents 1.11% 9,182,294 5,020,000 - 14,202,294 Trade and other receivables FFiinnaanncciiaall lliiaabbiilliittiieess Trade and other payables Financial liabilities - - - - - 9,182,294 5,020,000 377,628 377,628 377,628 14,579,922 - - - - - - 393,576 5,796,838 6,190,414 393,576 5,796,838 6,190,414 The maturity date for cash included in the above tables is one year or less from reporting date. (i) Sensitivity analysis The Group’s main interest rate risk arises from cash equivalents with variable and fixed interest rates. At 30 June 2021 and 30 June 2020, the Group’s exposure to interest rate risk is not deemed material. ((bb)) CCrreeddiitt rriisskk Credit risk refers to the risk that a counterparty will default on its contractual obligations resulting in financial loss to the Group. The Group has adopted the policy of only dealing with credit worthy counterparties and obtaining sufficient collateral or other security where appropriate, as a means of mitigating the risk of financial loss from defaults. The Group does not have any significant credit risk exposure to any single counterparty or any Group of counterparties having similar characteristics. The carrying amount of financial assets recorded in the financial statements, net of any provisions for losses, represents the Group’s maximum exposure to credit risk. All cash equivalents are held with financial institutions with a credit rating of -AA or above. AVZ Minerals Limited | 52 Notes to the Consolidated Financial Statements for the year ended 30 June 2021 1177.. FFiinnaanncciiaall IInnssttrruummeennttss,, RRiisskk MMaannaaggeemmeenntt OObbjjeeccttiivveess aanndd PPoolliicciieess ((ccoonnttiinnuueedd)) ((cc)) FFoorreeiiggnn CCuurrrreennccyy RRiisskk The Group is exposed to fluctuations in foreign currencies arising from exploration commitments in currencies other than the Group’s presentational currency Australian Dollars (AUD). The Group operates internationally and is exposed to foreign exchange risk arising from currency exposure to the United States Dollar (USD). The Group has not formalised a foreign currency risk management policy, however it monitors its foreign currency expenditure in light of exchange rate movements and retains the right to withdraw from the foreign exploration commitments. (i) Sensitivity analysis The Group’s main foreign currency risk arises from cash equivalents held in foreign currency denominated bank accounts and other payable amounts denominated in USD. At 30 June 2021 and 30 June 2020, the Group’s exposure to foreign currency risk at the end of the reporting period, expressed in Australian dollar, was as follows: Cash and cash equivalents Trade & other receivables - current Trade and other payables Financial liabilities 2021 $ 192,240 121,379 313,619 (4,187) (6,661,275) (6,665,462) 2020 $ 2,589,013 58,094 2,647,107 (24,912) (5,796,838) (5,821,750) A reasonably possible strengthening (weakening) of the AUD against USD at 30 June 2021 would have affected the measurement of financial instruments denominated in a foreign currency and affected equity and profit or loss for the Group by the amounts shown below, expressed in AUD. This analysis assumes all other variables remain constant. Cash and cash equivalents Trade & other receivables - current Trade and other payables Financial liabilities 2021 2020 Increase (Decrease) in Equity and Profit or Loss AUD to USD AUD to USD +10% +10% +10% -10% $ $ $ $ (17,478) (11,034) (28,512) 17,478 11,034 28,512 (235,365) (5,281) (240,646) 235,365 5,281 240,646 380 605,570 605,950 (380) (605,570) (605,950) 2,265 526,986 529,251 (2,265) (526,986) (529,251) ((dd)) LLiiqquuiiddiittyy rriisskk The Group manages liquidity risk by continuously monitoring forecast and actual cash flows and matching the maturity profiles of financial assets and liabilities. Due to the dynamic nature of the underlying businesses, the Group aims at ensuring flexibility in its liquidity profile by maintaining the ability to undertake capital raisings. AVZ Minerals Limited | 53 Notes to the Consolidated Financial Statements for the year ended 30 June 2021 1177.. FFiinnaanncciiaall IInnssttrruummeennttss,, RRiisskk MMaannaaggeemmeenntt OObbjjeeccttiivveess aanndd PPoolliicciieess ((ccoonnttiinnuueedd)) ((dd)) LLiiqquuiiddiittyy rriisskk ((ccoonnttiinnuueedd)) Contractual maturities of financial assets/(liabilities) Less than 6 months 6-12 months Between 1 and 2 years Between 2 and 5 years At 30 June 2021 Cash and cash equivalents Trade and other receivables Trade and other payables Financial liabilities At 30 June 2020 Cash and cash equivalents Trade and other receivables Trade and other payables Financial liabilities $ 2,463,632 285,938 (469,151) 2,280,419 14,202,294 377,628 (393,576) - 14,186,346 $ - - - (6,661,275) (6,661,275) - - - - - Total contractual cash inflows /(outflows) $ Carrying amount $ $ $ - - - - - - - - - - - - - - - - 2,463,632 2,463,632 285,938 285,938 (469,151) (6,661,275) (4,380,856) (469,151) (6,661,275) (4,380,856) 14,202,294 14,202,294 377,628 377,628 - (7,271,553) (7,271,553) (393,576) (7,271,553) 6,914,793 (393,576) (7,271,553) 6,914,793 ((ee)) NNeett ffaaiirr vvaalluuee The carrying value and net fair values of financial assets and liabilities at reporting date are: Consolidated Financial assets: Cash and cash equivalents Trade and other receivables - current Financial liabilities: Trade and other payables - current Financial liabilities - current Financial liabilities - non-current 2021 Carrying Amount $ 2020 Net fair Value $ Carrying Amount $ Net fair Value $ 2,463,632 285,938 2,749,570 2,463,632 285,938 2,749,570 14,202,294 377,628 14,579,922 14,202,294 377,628 14,579,922 469,151 6,661,275 - 7,130,426 469,151 6,661,275 - 7,130,426 393,576 - 5,796,838 6,190,414 393,576 - 5,796,838 6,190,414 ((ff)) FFaaiirr vvaalluuee mmeeaassuurreemmeennttss The fair value of financial assets and financial liabilities must be estimated for recognition and measurement or for disclosure purposes. AASB 7 Financial Instruments: Disclosures requires disclosure of fair value measurements by level of the following fair value measurement hierarchy: i) Quoted prices in active markets for identical assets or liabilities (level 1) ii) Inputs other than quoted prices included within level 1 that are observable for the asset or liability, either directly (as prices) or indirectly (level 2); and Inputs for the asset or liability that are not based on observable market data (unobservable inputs) (level 3). iii) Due to their short-term nature, the carrying amount of the current receivables and current payables is assumed to approximate their fair value. Refer to Note 13 for assumptions made in relation to determining fair value of financial liabilities. AVZ Minerals Limited | 54 Notes to the Consolidated Financial Statements for the year ended 30 June 2021 1188.. ((aa)) LLoossss ppeerr SShhaarree LLoossss Loss used in the calculation of basic and diluted EPS ($) ((bb)) WWeeiigghhtteedd aavveerraaggee nnuummbbeerr ooff oorrddiinnaarryy sshhaarreess ((‘‘WWAANNOOSS’’)) WANOS used in the calculation of basic and diluted loss per share Basic and diluted loss per share Consolidated 2021 $ 2020 $ (5,401,291) (5,134,821) 2,870,608,398 cents per share (0.19) 2,379,675,452 cents per share (0.22) Diluted earnings per share is equal to basic loss per share as the Group is in a loss position. 1199.. CCaasshh FFllooww IInnffoorrmmaattiioonn RReeccoonncciilliiaattiioonn ooff ccaasshh fflloowwss ffrroomm ooppeerraattiinngg aaccttiivviittiieess wwiitthh lloossss ffrroomm oorrddiinnaarryy aaccttiivviittiieess aafftteerr iinnccoommee ttaaxx:: Loss for the year Depreciation Share-based payment Movement in fair value of financial liabilities Interest income accrued Interest expense on convertible note Unrealised foreign exchange loss on convertible note Net realised and unrealised foreign exchange losses Depreciation expense of right-of-use asset Changes in assets and liabilities: (Increase)/Decrease in operating receivables and prepayments Increase/(Decrease) in trade and other payables Consolidated 2021 $ 2020 $ (5,537,632) (5,299,858) 355,022 2,561,150 864,437 9,534 - - 214,507 72,149 (8,941) (75,787) 379,143 2,170,407 722,552 (9,534) 19,126 (238) 42,756 72,149 (169,916) 257,129 Net cash outflows from operating activities (1,545,561) (1,816,284) NNoonn--ccaasshh iinnvveessttiinngg aanndd ffiinnaanncciinngg aaccttiivviittiieess Issue of ordinary shares for investor relations services Issue of ordinary shares from conversion of Performance Rights - 1,322,400 1,322,400 141,000 2,881,000 3,022,000 Changes in financial liabilities arising from financing activities are disclosed in Note 13. Changes in lease liabilities arising from financing activities are disclosed in Note 10. 2200.. SSeeggmmeenntt IInnffoorrmmaattiioonn The Group is organised into one operating segment, being exploration in the DRC. This is based on the internal reports that are being reviewed and used by the Board of Directors (who are identified as the Chief Operating Decision Makers (CODM) in assessing performance and in determining the allocation of resources. As a result, the operating segment information is as disclosed in the statements and notes to the financial statements throughout the report. Geographical information All non-current assets are based in the DRC. AVZ Minerals Limited | 55 Notes to the Consolidated Financial Statements for the year ended 30 June 2021 2211.. CCoommmmiittmmeennttss aanndd CCoonnttiinnggeenncciieess On 21 September 2020, AVZ executed a Share Sale Purchase Agreement for an additional 10% equity stake in Dathcom Mining SA from its joint venture partner, Dathomir Mining for US$15.5 million. Under the agreement, AVZ has paid US$500,000 to Dathomir Mining as an advance payment, with the remaining US$15 million committed to be paid to Dathomir Mining at any time within 12 months of the Share Sale Purchase Agreement being executed, or as soon as AVZ secures a minimum of US$50 million project financing. Since the end of the reporting period, AVZ has purchased Dathomir Mining’s 15% shareholding in Dathcom Mining SA (Refer to Note 26). There are no other commitments or contingent liabilities outstanding at the end of the year. 2222.. SSuubbssiiddiiaarriieess aanndd nnoonn--ccoonnttrroolllliinngg eennttiittiieess ((aa)) SSuubbssiiddiiaarriieess The consolidated financial statements incorporate the assets, liabilities and results of the following subsidiaries in accordance with the accounting policy described in Note 1(c): Name of entity Country of incorporation Class of shares Equity holding1 2021 2020 AVZ International Pty Ltd AVZ Minerals Congo SARL AVZ Power Dathcom Mining SA Maji Bora Ya Manono2 Nyuki Logistics Company2 Australia DRC DRC DRC DRC DRC Ordinary Ordinary Ordinary Ordinary Ordinary Ordinary % 100 100 100 60 100 100 % 100 100 100 60 - - 1 The proportion of ownership interest is equal to the proportion of voting power held. 2 Incorporated on 7 October 2020. ((bb)) NNoonn--ccoonnttrroolllliinngg eennttiittiieess The following table sets out the summarised financial information for each subsidiary that has a non-controlling interests (NCI). Amounts disclosed are before intercompany eliminations (AASB 12.B11). Summarised statement of Financial Position Current Assets Non-current Assets Total Assets Current Liabilities Non-current Liabilities Total Liabilities Net Assets AAccccuummuullaatteedd NNCCII Dathcom Mining SA 30 June 2021 30 June 2020 182,622 76,683,367 76,865,989 4,187 51,736,429 51,740,616 25,125,373 10,527,756 565,217 71,893,672 72,458,889 7,480 44,654,926 44,662,406 27,796,483 11,690,054 2233.. RReellaatteedd PPaarrttyy IInnffoorrmmaattiioonn ((aa)) ((bb)) PPaarreenntt eennttiittyy The ultimate parent entity within the Group is AVZ Minerals Limited. SSuubbssiiddiiaarriieess Interests in subsidiaries are set out above. AVZ Minerals Limited | 56 Notes to the Consolidated Financial Statements for the year ended 30 June 2021 2233.. RReellaatteedd PPaarrttyy IInnffoorrmmaattiioonn ((ccoonnttiinnuueedd)) ((cc)) KKeeyy mmaannaaggeemmeenntt ppeerrssoonnnneell The key management personnel compensation is as follows: KKeeyy MMaannaaggeemmeenntt PPeerrssoonnnneell CCoommppeennssaattiioonn Summary remuneration Short-term benefits Post-employment benefits Share-based payments TToottaall kkeeyy mmaannaaggeemmeenntt ppeerrssoonnnneell ccoommppeennssaattiioonn Consolidated 2021 $ 2020 $ 1,473,334 30,279 1,688,571 3,192,184 1,197,377 25,074 1,405,550 2,628,001 Details of remuneration disclosures are provided within the audited remuneration report which can be found on pages 20 to 26 of the Directors’ report. Refer page 25 for transactions with related parties. 2244.. SShhaarree BBaasseedd PPaayymmeennttss Options (a) Performance Rights (b) TToottaall sshhaarree--bbaasseedd ppaayymmeenntt eexxppeennssee ((aa)) OOppttiioonnss Consolidated 2021 $ 2020 $ - 2,561,150 2,561,150 - 2,029,407 2,029,407 SShhaarree bbaasseedd ppaayymmeenntt aarrrraannggeemmeenntt dduurriinngg tthhee yyeeaarr eennddeedd 3300 JJuunnee 22002211 No options were issued to current directors and executives as part of their remuneration during year ended 30 June 2021. SShhaarree bbaasseedd ppaayymmeenntt aarrrraannggeemmeenntt ggrraanntteedd iinn pprriioorr yyeeaarrss aanndd ssttiillll iinn eexxiisstteennccee aatt 3300 JJuunnee 22002211 During the year ended 30 June 2019, 15,000,000 unlisted options were issued to Patersons Securities Limited for being an advisor and underwriter for the February 2019 capital raising. The total fair value of the options was estimated at $587,718 as at the date of grant using the Black-Scholes model taking into account the terms and conditions upon which the options were granted. Number granted Expected volatility (%) Risk-free interest rate (%) Expected life of option (years) Exercise price (cents) Share price at grant date (cents) Fair value at grant date (cents) Tranche 1 Tranche 2 Tranche 3 5,000,000 103 1.75 2.13 4.75 6.5 3.78 5,000,000 103 1.72 2.63 5.7 6.5 3.8 5,000,000 110 1.69 3.13 6.65 6.5 4.1 4,000,000 of Tranche 1 unlisted options were exercised during the year ended 30 June 2019. The remaining 1,000,000 of Tranche 1, 5,000,000 of Tranche 2 and 4,000,000 of Tranche 3 unlisted options were exercised during the year ended 30 June 2021. The remaining 1,000,000 Tranche 3 unlisted options have a remaining contractual life of 248 days. AVZ Minerals Limited | 57 Notes to the Consolidated Financial Statements for the year ended 30 June 2021 2244.. SShhaarree BBaasseedd PPaayymmeennttss ((ccoonnttiinnuueedd)) ((bb)) PPeerrffoorrmmaannccee RRiigghhttss SShhaarree bbaasseedd ppaayymmeenntt aarrrraannggeemmeenntt dduurriinngg tthhee yyeeaarr eennddeedd 3300 JJuunnee 22002211 On 12 October 2020, 4,000,000 Class L Performance Rights were issued to consultants of the Company. These Performance Rights are split into three tranches with the following vesting conditions: 1. Tranche 1 – 2,000,000 shall vest upon executing an offtake agreement for at least 50% of the product (Lithium and Tin) in the Manono Project. Tranche 2 – 1,000,000 shall vest upon executing an offtake agreement for at least 75% of the product (Lithium and Tin) in the Manono Project. Tranche 3 – 1,000,000 shall vest upon executing an offtake agreement for at least 100% of the product (Lithium and Tin) in the Manono Project. 2. 3. Class L Number Issued Grant Date Exercise Price Expiry Date of Milestone Achievements Value per Performance Right on Grant Date Total Fair Value % Vested ($) ($) 4,000,000 12-Oct-20 Nil 3-Dec-21 0.08 $320,000 50% The 4,000,000 Class I Performance Rights were valued using the underlying share price at grant date. 2,000,000 Tranche 1 of Class L Performance Rights vested and were converted on 31 March 2021. Share based payment of $299,150 in relation to Class L Performance Rights has been expensed to statement of profit or loss and other comprehensive income over its vesting period. On 10 December 2020, 24,100,000 Class M Performance Rights were issued to Directors and employees of the Company. These Performance Rights are split into three tranches with the following vesting conditions: 1. Tranche 1 – 3,000,000 shall vest upon upon executing an offtake agreement for at least 25% of the product (Lithium and Tin) from the Manono Project. Tranche 2 – 3,000,000 shall vest upon the completion of the Manono Project financing. Tranche 3 – 18,100,00 shall vest upon the Company making a Decision to Mine in respect of the Manono Project. 2. 3. Class M Number Issued Grant Date Exercise Price Expiry Date of Milestone Achievements Underlying Share Price on Grant Date Total Fair Value % Vested ($) ($) 24,100,000 10-Dec-20 Nil 9-Dec-23 0.098 $2,361,800 19% 1,500,000 Tranche 3 of Class M Performance Rights were cancelled when an employee resigned. 3,000,000 Tranche 1 of Class M Performance Rights vested and were converted on 31 March 2021. Share based payment of $1,714,733 in relation to Class M Performance Rights has been expensed to statement of profit or loss and other comprehensive income over its vesting period at a 100% probability of meeting vesting conditions. AVZ Minerals Limited | 58 Notes to the Consolidated Financial Statements for the year ended 30 June 2021 2244.. SShhaarree BBaasseedd PPaayymmeennttss ((ccoonnttiinnuueedd)) ((bb)) PPeerrffoorrmmaannccee RRiigghhttss ((ccoonnttiinnuueedd)) SShhaarree bbaasseedd ppaayymmeenntt aarrrraannggeemmeenntt dduurriinngg tthhee yyeeaarr eennddeedd 3300 JJuunnee 22002211 ((ccoonnttiinnuueedd)) On 29 June 2021, 5,200,000 Class N Performance Rights were issued to employees and consultants of the Company. These Performance Rights are split into two equal tranches with the following vesting conditions: 1. 2. Tranche 1 – 2,600,000 shall vest upon upon the completion of the Manono Project financing. Tranche 2 – 2,600,000 shall vest upon the Company making a Final Investment Decision (FID) in respect of the Manono Project. Class N Number Issued Grant Date Exercise Price Expiry Date of Milestone Achievements Underlying Share Price on Grant Date Total Fair Value % Vested ($) ($) 5,200,000 29-Jun-21 Nil 29-Jun-24 0.16 $832,000 Nil Share based payment of $8,946 in relation to Class N Performance Rights has been expensed to the statement of profit or loss and other comprehensive income over its vesting period at a 100% probability of meeting vesting conditions. During the year ended 30 June 2021, 16,000,000 Performance Rights vested and were converted to Ordinary Shares following the satisfaction of various vesting conditions as below: 1. 8,700,000 Class E Performance Rights vested upon executing an offtake agreement for at least 25% of the product (Lithium and Tin) in the Manono Lithium Project. 1,500,000 Class H Performance Rights vested upon executing an offtake agreement for at least 25% of the product (Lithium and Tin) in the Manono Lithium Project. 800,000 Class K Performance Rights vested upon executing an offtake agreement for at least 25% of the product (Lithium and Tin) in the Manono Lithium Project. 2,000,000 Class L Performance Rights vested upon executing an offtake agreement for at least 50% of the product (Lithium and Tin) in the Manono Lithium Project. 3,000,000 Class M Performance Rights vested upon executing an offtake agreement for at least 25% of the product (Lithium and Tin) in the Manono Lithium Project. 2. 3. 4. 5. During the year ended 30 June 2021, 9,100,000 Performance Rights lapsed/cancelled due to the following: 1. 3,600,000 Class D Performance Rights which vest if the 10-day VWAP for the Shares on the ASX is $0.34-$0.44 or higher for the period commencing 6 months from the date of issue lapsed when the vesting conditions were not met. 1,000,000 Class E Performance Rights were cancelled when an employee resigned. 3,000,000 Class I Performance Rights which vest if the volume weighted average share price (“VWAP”) for the shares on the ASX is A$0.10 or higher during the vesting period for a period of consecutive 15 trading days when vesting conditions were not met. 1,500,000 Class M Performance Rights were cancelled when an employee resigned. 2. 3. 4. SShhaarree bbaasseedd ppaayymmeenntt aarrrraannggeemmeenntt ggrraanntteedd iinn pprriioorr yyeeaarrss aanndd ssttiillll iinn eexxiisstteennccee aatt 3300 JJuunnee 22002211 750,000 Class D Performance Rights were cancelled on 11 July 2019 when an employee resigned. 3,600,000 Class D Performance Rights lapsed on 5 February 2021. As such, there are no Class D Performance Rights in existence at 30 June 2021. Share based payment of $91,833 (2020: $152,777) in relation to Class D Performance Rights has been expensed to statement of profit or loss and other comprehensive income over its vesting period. AVZ Minerals Limited | 59 Notes to the Consolidated Financial Statements for the year ended 30 June 2021 2244.. SShhaarree BBaasseedd PPaayymmeennttss ((ccoonnttiinnuueedd)) ((bb)) PPeerrffoorrmmaannccee RRiigghhttss ((ccoonnttiinnuueedd)) SShhaarree bbaasseedd ppaayymmeenntt aarrrraannggeemmeenntt ggrraanntteedd iinn pprriioorr yyeeaarrss aanndd ssttiillll iinn eexxiisstteennccee aatt 3300 JJuunnee 22002211 ((ccoonnttiinnuueedd)) On 30 November 2018, 35,800,000 Class E Performance Rights were granted to directors, employees and contractors of the Company, with the vesting terms as below: 1. Tranche 1 – 8,950,000 Performance Rights shall vest upon the Company defining a 150Mt measured and indicated mineral resource in accordance with the JORC Guidelines with a minimum 1% Li2O being delineated within the Manono Project area. Tranche 2 – 8,950,000 Performance Rights shall vest upon completion of a Feasibility Study on the Manono Project. Tranche 3 – 8,950,000 Performance Rights shall vest upon executing an offtake agreement for at least 25% of the product (Lithium and Tin) from Manono Project. Tranche 4 – 8,950,000 Performance Rights shall vest upon the completion of the Manono Project financing. 2. 3. 4. Class E Number Issued Grant Date Exercise Price Expiry Date of Milestone Achievements Underlying Share Price on Grant Date ($) Total Fair Value % Vested/ Cancelled ($) Tranche 1 8,950,000 30-Nov-18 Tranche 2 8,950,000 30-Nov-18 Tranche 3 8,950,000 30-Nov-18 Tranche 4 8,950,000 30-Nov-18 Nil Nil Nil Nil 3-Dec-21 3-Dec-21 3-Dec-21 3-Dec-21 0.08 $716,000 0.08 $716,000 0.08 $716,000 0.08 $716,000 100% 100% 100% 11% 8,950,000 Tranche 1 Class E Performance Rights vested and converted on 11 July 2019. 750,000 of Tranche 2, 3 and 4 Performance Rights were cancelled when an employee resigned. 8,700,000 Tranche 2 Performance Rights vested and converted on 12 June 2020. 8,700,000 Tranche 3 Performance Rights vested and converted on 31 March 2021. 1,000,000 of Tranche 4 Performance Rights were cancelled when an employee resigned. The share-based payments in relation to Class E Performance Rights of $143,393 (2020: $1,028,965) were expensed to the statement of profit or loss and other comprehensive income over its vesting period at a 100% probability of meeting vesting conditions. On 3 June 2019, 8,000,000 Class F Performance Rights were issued to a contractor of the Company, with the vesting terms as below: 1. Tranche 1 – 2,000,000 Performance Rights shall vest upon successfully converting the Manono Project licence from PR to PE and lodgement of the Bankable Feasibility Study with the DRC and Provincial Government. Tranche 2 – 2,000,000 Performance Rights shall vest on completion and acceptance of the Mining Convention by the DRC Government, ensure Manono Project licence remains in good standing with the relevant government departments. Tranche 3 – 4,000,000 Performance Rights shall vest upon the issue of a legally binding exoneration on corporate and regional tax and import duty on major capital items for a period of 3 years from start-up – in event that the Company secures a longer period a further tranche will be awarded pro-rata, i.e. 6 years a further 2 million. 2. 3. AVZ Minerals Limited | 60 Notes to the Consolidated Financial Statements for the year ended 30 June 2021 2244.. SShhaarree BBaasseedd PPaayymmeennttss ((ccoonnttiinnuueedd)) ((bb)) PPeerrffoorrmmaannccee RRiigghhttss ((ccoonnttiinnuueedd)) SShhaarree bbaasseedd ppaayymmeenntt aarrrraannggeemmeenntt ggrraanntteedd iinn pprriioorr yyeeaarrss aanndd ssttiillll iinn eexxiisstteennccee aatt 3300 JJuunnee 22002211 ((ccoonnttiinnuueedd)) Class F Number Issued Grant Date Exercise Price Expiry Date of Milestone Achievements Underlying Share Price on Grant Date Total Fair Value % Vested Tranche 1 2,000,000 3-Jun-19 Tranche 2 2,000,000 3-Jun-19 Tranche 3 4,000,000 3-Jun-19 Nil Nil Nil 3-Jun-22 3-Jun-22 3-Jun-22 ($) 0.08 0.08 0.08 ($) $160,000 $160,000 $320,000 Nil Nil Nil The share-based payments in relation to Class F Performance Rights of $168,980 (2020: $376,004) were expensed to the statement of profit or loss and other comprehensive income over its vesting period at a 100% probability of meeting vesting conditions. On 3 June 2019, 4,500,000 Class H Performance Rights were issued to a director of the Company, with the vesting terms as below. 1. Tranche 1 – 1,500,000 Performance Rights shall vest upon Performance Rights shall vest upon the completion of Feasibility Study on the Manono Project. Tranche 2 – 1,500,000 Performance Rights shall vest executing an offtake agreement for at least 25% of the product (Tin and Lithium) from the Manono Project. Tranche 3 – 1,500,000 Performance Rights shall vest upon the completion of the Manono Project financing. 2. 3. Class H Number Issued Grant Date Exercise Price Expiry Date of Milestone Achievements Underlying Share Price on Grant Date ($) Total Fair Value % Vested ($) Tranche 1 1,500,000 3-Jun-19 Tranche 2 1,500,000 3-Jun-19 Tranche 3 1,500,000 3-Jun-19 Nil Nil Nil 3-Dec-21 3-Dec-21 3-Dec-21 0.08 0.08 0.08 $120,000 100% $120,000 100% $120,000 Nil 1,500,000 Tranche 1 of Class H Performance Rights vested and were converted on 12 June 2020. 1,500,000 Tranche 2 of Class H Performance Rights vested and were converted on 31 March 2021. The share-based payments in relation to Class H Performance Rights of $45,571 (2020: $291,391) were expensed to the statement of profit or loss and other comprehensive income over its vesting period at a 100% probability of meeting vesting conditions. The 3,000,000 Class I Performance Rights expired unexercised on 11 November 2020 due to vesting conditions not being met. As such, there are no Class I Performance Rights in existence at 30 June 2021. Share based payment of $17,207 (2020: $29,793) in relation to Class I Performance Rights has been expensed to statement of profit or loss and other comprehensive income over its vesting period. On 12 June 2020, 1,600,000 Class K Performance Rights were issued to employees of the Company. These Performance Rights are split into two equal tranches with the following vesting conditions: 1. Tranche 1 – 800,000 shall vest upon executing an offtake agreement for at least 25% of the product (Lithium and Tin) from the Manono Project. Tranche 2 – 800,000 shall vest upon the completion of the Manono Project financing. 2. AVZ Minerals Limited | 61 Notes to the Consolidated Financial Statements for the year ended 30 June 2021 2244.. SShhaarree BBaasseedd PPaayymmeennttss ((CCoonnttiinnuueedd)) ((bb)) PPeerrffoorrmmaannccee RRiigghhttss ((ccoonnttiinnuueedd)) SShhaarree bbaasseedd ppaayymmeenntt aarrrraannggeemmeenntt ggrraanntteedd iinn pprriioorr yyeeaarrss aanndd ssttiillll iinn eexxiisstteennccee aatt 3300 JJuunnee 22002211 ((ccoonnttiinnuueedd)) Class K Number Issued Grant Date Exercise Price Expiry Date of Milestone Achievements Underlying Share Price on Grant Date Total Fair Value % Vested Tranche 1 800,000 12-Jun-20 Tranche 2 800,000 12-Jun-20 Nil Nil ($) ($) 3-Dec-21 0.058 $46,400 100% 3-Dec-21 0.058 $46,400 Nil Share based payment of $71,336 (2020: $12,477) in relation to Class K Performance Rights has been expensed to statement of profit or loss and other comprehensive income over its vesting period at a 100% probability of meeting vesting conditions. 800,000 Tranche 1 of Class K Performance Rights vested and were converted on 31 March 2021. All remaining 44,800,000 Performance Rights at 30 June 2021 have a weighted average remaining contractual life of 449 days. ((cc)) SShhaarreess iissssuueedd aass sshhaarree bbaasseedd ppaayymmeennttss There were no shares issued as share based payments for the year ended 30 June 2021. During the year ended 30 June 2020, the Company settled payments for investor relation services received through the issue of ordinary shares. On 5 July 2019, the Company issued 3,000,000 shares to a supplier in lieu of cash payments for investor relation services received. The share-based payment was valued at the fair value of the services received. The shares were issued at the share price of 4.7c. Expenses of $141,000 were recognised as investor relations fees in the statement of profit or loss and other comprehensive income. AVZ Minerals Limited | 62 Notes to the Consolidated Financial Statements for the year ended 30 June 2021 2255.. (a) PPaarreenntt EEnnttiittyy IInnffoorrmmaattiioonn Assets Current assets Non-current assets Total assets (b) Liabilities Current liabilities Non-current Liabilities Total liabilities (c) (d) Net Assets Equity Contributed equity Accumulated losses Reserves Total equity Total comprehensive loss for the year Loss for the year Other comprehensive income for the year Total comprehensive loss for the year Company 2021 $ 2020 $ 2,547,511 84,008,007 86,555,518 14,024,919 71,148,634 85,173,553 7,249,805 - 7,249,805 495,691 5,848,189 6,343,880 79,305,713 78,829,673 107,916,233 (34,452,767) 5,842,247 79,305,713 103,495,333 (29,855,236) 5,189,576 78,829,673 (5,183,611) - (5,183,611) (4,887,265) - (4,887,265) The parent entity has not guaranteed any loans for any entity during the year. The parent entity does not have any contingent liabilities, or capital commitments. 2266.. EEvveennttss OOccccuurrrriinngg aafftteerr tthhee RReeppoorrttiinngg DDaattee In July 2021, the Company issued 307,692,308 new shares at $0.13 per share via a share placement to raise $40 million (before costs) from high-quality institutional, sophisticated and professional investors. Proceeds from the placement, increased AVZ’s cash reserve, which allowed the Company to increase its interest in the Manono Project from 60% to 75%, negotiate project financing from an enhanced balance sheet position, assist to establish a working capital and contingency cost buffer during project development and enhance AVZ’s limited early capital works program prior to making a Final Investment Decision (FID) on the Manono Project. In August 2021, the Company increased its interest in the Manono Project from 60% to 75% by exercising options to purchase Dathomir’s minority shareholding of 15% equity in Dathcom Mining for US$20 million. On 8 September 2021, the Company advised it had issued 16,675,000 Performance Rights to employees and consultants under the Company’s Performance Rights Plan. In addition, the Company advised it was proposing to issue 31,750,000 Performance Rights to Directors subject to shareholder approval at the Company’s 2021 Annual General Meeting to be held on 18 November 2021. On 24 September 2021, a wholly owned entity of the Company, AVZ International Pty Ltd (the holder of the Company’s equity interest in the Manono Project) executed a “Transaction Implementation Agreement” with Suzhou CATH Energy Technologies Co. Ltd and related parties (“Suzhou Group”) in which AVZ International has agreed, on the achievement of certain key project and corporate milestones, to divest a 24% equity interest in Dathcom Mining SA (the owner of the Manono Project tenements) to the Suzhou Group for US$240 million. AVZ Minerals Limited | 63 Notes to the Consolidated Financial Statements for the year ended 30 June 2021 2266.. EEvveennttss OOccccuurrrriinngg aafftteerr tthhee RReeppoorrttiinngg DDaattee ((CCoonnttiinnuueedd)) Other than the abovementioned, no other matter or circumstance has arisen that has significantly affected, or may significantly affect:    the Group’s operations in future financial years, or the results of those operations in future financial years, or the Group’s state of affairs in future financial years. The impact of the Coronavirus (COVID-19) pandemic is ongoing and while it has been financially positive for the consolidated entity up to 30 June 2021, it is not practicable to estimate the potential impact, positive or negative, after the reporting date. The situation is rapidly developing and is dependent on measures imposed by the Australian Government and other countries, such as maintaining social distancing requirements, quarantine, travel restrictions and any economic stimulus that may be provided. AVZ Minerals Limited | 64 Directors’ Declaration In the directors’ opinion: (a) the financial statements and notes set out on pages 30 to 64 are in accordance with the Corporations Act 2001, including: (i) complying with Accounting Standards, the Corporations Regulations 2001 and other mandatory professional reporting requirements; and (ii) giving a true and fair view of the Group’s financial position as at 30 June 2021 and of its performance for the financial year ended on that date; and (b) the audited remuneration disclosures set out on pages 20 to 26 of the directors’ report comply with section 300A of the Corporations Act 2001; and (c) at the date of this declaration, there are reasonable grounds to believe that the Company will be able to pay its debts as and when they become due and payable; and (d) the financial statements and notes thereto are in accordance with International Financial Reporting Standards issued by the International Accounting Standards Board. The directors have been given the declarations required by section 295A of the Corporations Act 2001. This declaration is made in accordance with a resolution of the Board of Directors. NNiiggeell FFeerrgguussoonn MMaannaaggiinngg DDiirreeccttoorr Perth, Western Australia 30 September 2021 AVZ Minerals Limited | 65 Independent Auditor’s Report AVZ Minerals Limited | 66 Independent Auditor’s Report AVZ Minerals Limited | 67 Independent Auditor’s Report AVZ Minerals Limited | 68 Independent Auditor’s Report AVZ Minerals Limited | 69 Independent Auditor’s Report AVZ Minerals Limited | 70 Independent Auditor’s Report AVZ Minerals Limited | 71 ASX Additional Information SShhaarreehhoollddiinngg The distribution of members and their holdings of equity securities in the holding company as at 6 October 2021 is as follows: Number Held Number of Holders Number of Shares Fully Paid Ordinary Shares 1- 1,000 1,001 - 5,000 5,001 - 10,000 10,001 - 100,000 100,001 and over TToottaall 146 1,754 1,749 5,442 2,267 1111,,335588 18,590 5,758,864 14,515,260 205,300,423 2,992,579,543 33,,221188,,117722,,668800 Holders of less than a marketable parcel: 266 with a total of 195,467 shares amounting to 0.006% of the Issued Capital. TTwweennttyy LLaarrggeesstt SShhaarreehhoollddeerrss The names of the twenty largest ordinary fully paid shareholders are as follows: Shareholder Number % YIBIN TIANYI LITHIUM INDUSTRY CO LTD HUAYOU INTERNATIONAL MINING (HONGKONG) LIMITED BNP PARIBAS NOMINEES PTY LTD ACF CLEARSTREAM LITHIUM PLUS PTY LTD CITICORP NOMINEES PTY LIMITED BNP PARIBAS NOMINEES PTY LTD CERTANE CT PTY LTD HSBC CUSTODY NOMINEES (AUSTRALIA) LIMITED - A/C 2 HSBC CUSTODY NOMINEES (AUSTRALIA) LIMITED HSBC CUSTODY NOMINEES (AUSTRALIA) LIMITED SMARTEQUITY EIS PTY LTD J P MORGAN NOMINEES AUSTRALIA PTY LIMITED MRS LIYUN HUANG MR KEVIN GRIFFITHS STECOL CONSULTING PTY LTD MR KAI GUO MR CRAIG ALAN DORAN BNP PARIBAS NOMINEES PTY LTD SIX SIS LTD BNP PARIBAS NOMS PTY LTD TToottaall SSuubbssttaannttiiaall SShhaarreehhoollddeerrss The names of the substantial shareholders: Shareholder YIBIN TIANYI LITHIUM INDUSTRY CO LTD HUAYOU INTERNATIONAL MINING (HONGKONG) LIMITED OOnn--MMaarrkkeett BBuuyy--BBaacckk There is no current on-market buy-back. 237,500,000 216,615,790 196,395,601 118,447,369 102,707,869 99,756,295 96,439,460 62,788,050 48,950,713 37,791,673 37,478,070 32,150,000 27,883,103 27,500,000 26,288,400 23,435,500 22,000,000 20,650,000 18,216,024 14,542,410 7.38% 6.73% 6.10% 3.68% 3.19% 3.10% 3.00% 1.95% 1.52% 1.17% 1.16% 1.00% 0.87% 0.85% 0.82% 0.73% 0.68% 0.64% 0.57% 0.45% 11,,446677,,553366,,332277 4455..6600%% Number % 237,500,000 216,615,790 7.38% 6.73% AVZ Minerals Limited | 72 ASX Additional Information RReessttrriicctteedd SSeeccuurriittiieess There are no restricted ordinary shares in escrow. UUnnqquuootteedd eeqquuiittyy sseeccuurriittiieess –– OOppttiioonnss Unlisted options exercisable at $0.06 expiring on or before 8 April 2022 NNuummbbeerr oonn iissssuuee 76,666,668 NNuummbbeerr ooff hhoollddeerrss 3 UUnnqquuootteedd eeqquuiittyy sseeccuurriittiieess –– PPeerrffoorrmmaannccee RRiigghhttss Performance rights expiring 3 December 2021 Performance rights expiring 2 June 2022 Performance rights expiring 3 December 2021 Performance rights expiring 3 December 2021 Performance rights expiring 3 December 2021 Performance rights expiring 9 December 2023 Performance rights expiring 26 June 2024 Performance rights expiring 7 September 2024 NNuummbbeerr oonn iissssuuee 7,700,000 8,000,000 1,500,000 800,000 2,000,000 19,600,000 5,200,000 16,675,000 NNuummbbeerr ooff hhoollddeerrss 7 1 1 2 2 13 4 14 VVoottiinngg RRiigghhttss The voting rights attaching to each class of equity securities are set out below: (i) Ordinary Shares On a show of hands every member present at a meeting in person or by proxy shall have one vote and upon a poll each share shall have one vote. (ii) Performance Rights and Unlisted Options These securities have no voting rights. CCoorrppoorraattee GGoovveerrnnaannccee The Board of AVZ Minerals Limited is committed to Corporate Governance. The Board is responsible to its Shareholders for the performance of the Company and seeks to communicate with Shareholders. In accordance with ASX Listing Rule 4.10.3, the Company has elected to disclose its Corporate Governance policies and its compliance with them on its website, rather than in the Annual Report. Accordingly, information about the Company's Corporate Governance practices is set out on the Company's website at hhttttppss::////aavvzzmmiinneerraallss..ccoomm..aauu//ccoorrppoorraattee--ggoovveerrnnaannccee. AApppplliiccaattiioonn ooff FFuunnddss During the financial year, AVZ Minerals Limited confirms that it has used its cash and assets (in a form readily convertible to cash) in a manner which is consistent with the Company’s business objectives. IInnffoorrmmaattiioonn rreeqquuiirreedd uunnddeerr AASSXX LLiissttiinngg RRuullee 55..33..33 LLiisstt ooff ccuurrrreenntt mmiinniinngg aanndd eexxpplloorraattiioonn tteenneemmeennttss:: Country / Project Tenement Interest Status DRC – Manono Project PR 13359 DRC – Manono Extension Project PR 4029, PR 4030 75%* 100% Granted Granted *Upon completion of the acquisition of a further 15% from Dathomir Mining Resources SARL in August 2021, AVZ Minerals Limited now holds 75% interest in the Project. AVZ Minerals Limited | 73 AVZ Minerals Limited L2, 8 Colin Street West Perth WA 6005

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