Pacific Lime And Cement Limited · ASX:PLA
Pacific Lime And Cement — Corporate Update (October 2021)
11 slides from Pacific Lime And Cement's corporate update, Oct 26, 2021
Slide 1: Strategic Review Outcomes
Strategic Review Outcomes Positioning for Value Realisation 26 October 2021
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Mayur Resources Limited ARBN 619 770 277 (“Mayur” or the “Company”). The information contained in this presentation is not investment or financial product advice and is not intended to be used as the basis for making an investment decision. Please no
Slide 3: Positioning for Value Realisation
Positioning for Value Realisation Mayur Resources is an ASX- listed company focused on the development of natural resources in Papua New Guinea. Delivering our diversified asset portfolio, which spans cement & lime, iron & industrial sands, and renewable energy & clean fuels that will contribute to
Slide 4: Strategic Review: Rationale
Strategic Review: Questions Key Points Rationale o Mayur was founded in 2011 and has been ASX listed since September 2017 o New Board appointments in September 2021 bringing a ‘fresh set of eyes’ Why is now the right time to o Investor feedback and challenges and opportunities in the new economy for
Slide 5: Strategic Review: Key Outcomes
Strategic Review: 01 02 03 04 Develop a carbon neutral Key Outcomes Focus on near term cashflow opportunities Establish Mayur Renewables clean energy lime and cement Simplify and de-risk the business platform business Recommends a four-pillar strategy to deliver near term cashflow, advance core proj
Slide 6: Focus on near term cashflow opportunities and Actions
01 Area Key Outcomes and Actions • Finalise updated DFS for lower capital intensity 400,000 tpa quicklime and quarry option Focus on near term (Phase 1) cashflow opportunities • Secure strategic JV equity partner to assist with co-development CCL Project – • Continue debt financing arrangements (inc
Slide 7: Establish Mayur Renewables clean energy platform
Area Key Outcomes 02 • Standalone entity Mayur Renewables to be established to focus on renewable clean energy opportunities in the climate vulnerable Pacific region including: Establish Mayur Renewables clean energy • Solar PV +500MW platform Pursue renewable • Hydro opportunities • Geothermal • Ca
Slide 8: Develop a carbon neutral lime and cement business
Area Key Outcomes 03 • Target to become Asia Pacific's first carbon-neutral Cement and Lime producer using a combination of: Develop a carbon neutral lime and cement • Modern and efficient production technology Carbon neutral business cement and limestone • Alternative / waste fuels producer • Renew
Slide 9: Simplify and de-risk the business
Area Key Outcomes 04 • Seek an established, proven strategic partner for Cement and Lime to reduce capital required from Simplify and de-risk the our shareholders. Strategic development business partnerships • Partner with proven PNG based service providers for execution phases (e.g. Orokolo Bay) •
Slide 10: Portfolio Review Overview
The project portfolio review has developed priorities and objectives for the future direction of the business Portfolio Future Review Current State Prioritize to Cashflow Develop Preserve / Retain Review / Monitor Overview Cement & Lime Cement & Lime CCL Integrated Cement / Phase 1 – Lime Wharf Co S
Slide 11: Initiatives & key messages to investors
Initiatives & Business Unit Core Initiatives Key message key messages 1 Progress with development pathway for Phase 1 ( Lime / Quicklime) Project to investors 2 Establish separate company (i.e. “Wharf Co”) to attract partners for enabling infrastructure Prioritise quicklime phase and focus on low co
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