Podium Minerals Limited · ASX:POD
Podium Minerals — Investor Presentation (March 2022)
19 slides from Podium Minerals's investor presentation, Mar 28, 2022
Slide 1: Planning Australia's First Strategic Supply of Platinum Group Metals
For personal use only PLANNING AUSTRALIA’S FIRST STRATEGIC SUPPLY OF PLATINUM GROUP METALS ASX:POD | PODIUMMINERALS.COM
Slide 2: Important Notice
IMPORTANT NOTICE This Investor Presentation (Presentation) has been prepared by Podium Minerals Limited (ACN 009 200 079) (Company). For personal use only The information contained in this Presentation has been prepared in good faith by the Company, however no representation or warranty expressed or
Slide 3: Company Profile
COMPANY COMPANY PROFILE ASX:POD PROFILE For personal use only TOP SHAREHOLDERS DIRECTORS Chesapeake Capital 4.0% CASH AT 17 MARCH 2022 $6.18 MILLION CLAYTON DODD Kefco Nominees Pty Ltd 3.8% SHARES ON ISSUE 306,432,212 EXECUTIVE CHAIRMAN PERFORMANCE RIGHTS ISSUED 12,750,000 Drawbridge Fund Ltd 3.6% R
Slide 4: Parks Reef - Secure Tenure, Established Mining Precinct
PARKS REEF - SECURE TENURE, ESTABLISHED MINING PRECINCT PLATINUM GROUP METAL ASSET IN PREMIER For personal use only JURISDICTION • Nestled between Cue and Meekatharra in the Mid West Region of Western Australia • Easy access to regional infrastructure including major highway, port infrastructure and
Slide 5: High Grade, Bulk Tonnage Deposit + Superior Strategy
HIGH GRADE, BULK TONNAGE DEPOSIT + SUPERIOR STRATEGY INFERRED MINERAL RESOURCES: 2.8 MILLION OUNCES OF PLATINUM, PALLADIUM AND GOLD PLUS 104,000 TONNES OF COPPER (EXCLUDING RHODIUM/IRIDIUM)1 For personal use only 50.6Mt @ 1.56g/t 3E PGM plus 27.8Mt @ 0.24% Cu and 0.30g/t 3E PGM includes high value P
Slide 6: Defining the Value of a PGM Ounce at Parks Reef
DEFINING THE VALUE OF A PGM OUNCE AT PARKS REEF METAL SPLIT – 1.56g/t 3E PGM For personal use only WEIGHTED PRICE (Platinum, Palladium & Gold) (per Ounce) Pt 0.66 g/t Pt Ir 0.03 g/t Rh Ir Rh 0.06 g/t Au 0.08 g/t 3E PGM Au Pd Pd 0.82 g/t • Resource grade 1.56g/t 3E PGM in main PGM Horizon • Indicativ
Slide 7: Deep Drilling to Change the Game - Three Holes Flip the Script
DEEP DRILLING TO CHANGE THE GAME – THREE HOLES FLIP THE SCRIPT A WHOLE NEW BALL GAME AS PODIUM DRILLS DEEP For personal use only CONTINUITY OF REEF ZONE CONFIRMED AT DEPTH • Visual analysis completed on diamond drill deep holes5 suggests the interpreted reef zone’s geology is consistent with Parks R
Slide 8: Drilling Along 15km Strike Hits Multiple Targets
DRILLING ALONG 15KM STRIKE HITS MULTIPLE TARGETS HIGH GRADE HITS SUPPORT OPTIONS FOR STARTER MINES AS PART OF STUDIES • RC drilling along strike has identified high grade zones For personal use only including: o PRRC026 3m @ 5.70g/t 3E + 0.31g/t Rh from 127m o PRRC135 7m @ 5.75g/t 3E + 0.32g/t Rh fr
Slide 9: Our Pathway to Add Metal Value & Ounces
OUR PATHWAY TO ADD METAL VALUE & OUNCES BUILDING ON PARKS REEF AS A 5E PGM OREBODY For personal use only ADDING METAL VALUE • Re-assaying historic drill holes to build a 5E PGM asset o 700 samples assayed to date confirm high-grade, high- value rhodium, 2100 to go ADDING OUNCES NEW INTERCEPTS INCLUD
Slide 10: Parks Reef - How Big Is It? Where Do We Go From Here?
PARKS REEF – HOW BIG IS IT? WHERE DO WE GO FROM HERE? EXPLORING A PROVEN OREBODY OVER 15KM IN LENGTH IS EXCITING For personal use only • TARGETED GROWTH o Drill programs focussed initially on adding inferred resource to >350m below the surface, before targeting starter mine areas. • THE SIGNIFICANCE
Slide 11: Mining Study Work - Exploring Our Options
MINING STUDY WORK – EXPLORING OUR OPTIONS CONCEPTUAL STUDY WORK IDENTIFIES UNDERGROUND PATH For personal use only • Resolve Mining appointed as consultant partner to support conceptual mining works ahead of scoping study (January 2022). • Stage 8 Deep Drilling in late 2021 identified continuity of t
Slide 12: Metallurgy Tests Will Determine Preferred Processing Route
METALLURGY TESTS WILL DETERMINE PREFERRED PROCESSING ROUTE INFORMING OUR SCOPING STUDY AHEAD OF CONCEPTUAL PLANT DESIGN For personal use only ESTABLISHING PARKS REEF PROCESSING OPTIONS • Progressing sighter tests for the treatment of Oxide and PGM Sulphide Ores • Reviewing past metallurgical test wo
Slide 13: Accelerating Activity to Grow and Add Value to Parks Reef
ACCELERATING ACTIVITY TO GROW AND ADD VALUE TO PARKS REEF For personal use only Q4 - 2021 Q1 - 2022 Q2 - 2022 Q3 - 2022 Q4 - 2022 PARKS REEF DEEP DIAMOND DEEP DIAMOND DRILLING DRILLING (PROCESSING & ASSAYS) 5E ASSAYS INFERRED DRILLING TO 200m INFERRED DRILLING TO 300m + INFILL DRILLING METALLURGICAL
Slide 14: Strong Demand as PGMs Driven by Green Energy Technologies
STRONG DEMAND AS PGM’S DRIVEN BY GREEN ENERGY TECHNOLOGIES 2021 PLATINUM DEMAND 2021 PALLADIUM DEMAND 7.4 Moz 11.1Moz For personal use only Jewellery Industrial 1% 15% Industrial 32% Investment 4% Auto TECHNOLOGY AUTOMOTIVE JEWELLERY INDUSTRIAL Investment Catalyst -1% 40% Jewellery Auto Catalyst 24%
Slide 15: Value Proposition - Advancing an Australian Supply of PGM
VALUE PROPOSITION – ADVANCING AN AUSTRALIAN SUPPLY OF PGM TARGETING NEAR-TERM OPEN PIT AND SHALLOW UNDERGROUND MINE OPERATIONS For personal use only PGM FUNDAMENTALS SYSTEMATIC DRILLING CONTINUES TO DELIVER • Mineral Resources containing 2.8 million ounces 3E PGM and 104,000 tonnes copper plus REMAI
Slide 16: Appendix
For personal use only APPENDIX 16 INVESTOR PRESENTATION | March 2022
Slide 17: Further Upside - Chasing Value Through 5E PGM
FURTHER UPSIDE – CHASING VALUE THROUGH 5E PGM HIGH VALUE RHODIUM AND IRIDIUM IDENTIFIED For personal use only WHAT IS RHODIUM AND IRIDIUM? • Rhodium - regarded as the best catalyst for the after treatment of gasoline nitrous oxides (NOx) from the exhausts of petrol and hybrid electric vehicles • Iri
Slide 18: 3E PGM Resource Upgrade
3E PGM RESOURCE UPGRADE 2.8 MILLION OUNCES PLUS 104,000 TONNES COPPER For personal use only MINERAL RESOURCES DEFINED OVER 15KM STRIKE LENGTH • Inferred JORC Mineral Resource Estimate for Parks Reef9 containing a total of 2,800,000 ounces of combined platinum, palladium and gold plus base metal cred
Slide 19: For personal use only
For personal use only Sam Rodda (+61) 8 9218 8878 samr@podiumminerals.com Podium Minerals Limited Podium ACN Minerals 009 200 079 Limited ACN 009 200 079 Level 1, 234 Churchill Avenue Subiaco, Western Australia 6008 T +61 (0) 8 9218 8878 W www.podiumminerals.com INVESTOR PRESENTATION | MARCH 2022