Podium Minerals Limited · ASX:POD
Podium Minerals — Investor Presentation (June 2022)
20 slides from Podium Minerals's investor presentation, Jun 9, 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: Investment Proposition
PODIUM MINERALS Investment Proposition For personal use only Emerging and Significant Resource Tightening Global Market Ø 2.8Moz 3E PGM + 102k tonnes of Cu + Ø PGMs forecast to have persistent long- 73k tonnes Ni + Rh + Ir (5E PGM) term demand Ø Near term exploration target of 2.7Moz to Ø Declining
Slide 4: Parks Reef - Secure Tenure, Established Mining Precinct
PARKS REEF - SECURE TENURE, ESTABLISHED MINING PRECINCT Critical green metals in the Mid-West For personal use only PLATINUM GROUP METAL ASSET IN PREMIER JURISDICTION • 80km West of Meekatharra in the Mid-West Region of Western Australia • Easy access to regional infrastructure including major highw
Slide 5: High Grade, Bulk Tonnage Deposit
HIGH GRADE, BULK TONNAGE DEPOSIT PGM Horizon Base Metal Horizon For personal use only 27.8Mt @ 0.24% Cu and 0.1% Ni with 50.6Mt @ 1.56g/t 3E PGM 0.30g/t 3E PGM in combination contains: 2.8M oz of Platinum (Pt), Palladium (Pd) and Gold (Au) plus 104,000 tonnes of Copper (Cu) and 73,000 tonnes of Nick
Slide 6: How Big Is Parks Reef?
HOW BIG IS PARKS REEF? A proven orebody over 15km in length and open at depth For personal use only TARGETED GROWTH • Drill programs focussed initially on adding inferred resource to >350m below the surface, before targeting high contained ounce (grade or width) starter mine areas to support Indicat
Slide 7: Company Profile
COMPANY PROFILE CORPORATE PROFILE TOP SHAREHOLDERS For personal use only CHESAPEAKE CAPITAL 4.0% CASH AT 31 MARCH 2022 $6.02 MILLION DIRECTORS KEFCO NOMINEES PTY LTD 3.8% SHARES ON ISSUE 306,432,212 ORIGINAL RESOURCES PTY LTD 3.3% PERFORMANCE RIGHTS ISSUED 12,750,000 TT NICHOLLS PTY LTD 3.3% OPTIONS
Slide 8: Experienced, Focused Team
EXPERIENCED, FOCUSED TEAM MANAGEMENT For personal use only SAM RODDA Mr Rodda is a mining professional with 20 years’ experience in operational, technical, project and managerial MANAGING DIRECTOR & CEO roles at several mining operations. HANNAH HUDSON Ms Hudson is a Chartered Accountant with 20 yea
Slide 9: The Value of an Ounce at Parks Reef
THE VALUE OF AN OUNCE AT PARKS REEF INFERRED RESOURCE METAL WEIGHTED PRICE SPLIT – 1.56g/t 3E PGM (per Ounce) For personal use only (Platinum, Palladium & Gold) Ni Pt Pt Ir Cu Rh Au Ir 3E PGM Pd 5E PGM Rh Au Pd • Resource grade 1.56g/t 3E PGM in main PGM Horizon • Indicative weighted price of 3E PGM
Slide 10: Deep Drilling Changing the Game
DEEP DRILLING CHANGING THE GAME Three holes flip the script For personal use only CONTINUITY OF REEF ZONE CONFIRMED AT DEPTH • Recent assays completed on diamond drill deep holes1 confirms PGM reef at depth >500m with evidence of geology consistent with near surface geology • Parks Reef was intersec
Slide 11: Recent Highlights
RECENT HIGHLIGHTS Multiple workstreams delivering positive news For personal use only • Assays of historic drill holes have confirmed significant Rhodium (Rh) and Iridium (Ir), proving Parks Reefs is a 5E PGM deposit • Processing and metallurgy work is underway to include preferred processing route,
Slide 12: Pre-Study Work Underway - Mining, Processing, Metallurgy
PRE-STUDY WORK UNDERWAY – MINING, PROCESSING, METALLURGY Multiple study paths under refinement For personal use only EARLY CONCEPTUAL MINING PLAN PROCESSING / METALLURGY OPTIONS • Resolve Mining appointed to support conceptual mining works • Flotation and hydrometallurgy laboratory tests for PGM sul
Slide 13: Accelerating Activity to Grow and Add Value to Parks Reef
ACCELERATING ACTIVITY TO GROW AND ADD VALUE TO PARKS REEF Strong pipeline of upcoming activity For personal use only Q1 - CY2022 Q2 - CY2022 Q3 - CY2022 Q4 - CY2022 Stage 9 High Grade Testing Infill drilling along strike INFILL DRILLING Assay results (Stage 9) STAGE 9 ASSAY RESULTS Section 18 drilli
Slide 14: Rising Supply Risk for PGM's
RISING SUPPLY RISK FOR PGM’S 2021 PLATINUM BY COUNTRY For personal use only Russia Supply ‘000 oz Pt – 10% North America Others Pd – 38% 6% 3% North Rh – 7% America Russia Pt – 6% 10% Zimbabwe Pd – 15% 8% South Africa 73% South Australia Africa Pt – ?% 2021 PALLADIUM BY COUNTRY Pt – 73% Pd – ?% Supp
Slide 15: Demand Growing for PGM's in Green Energy Technologies
DEMAND GROWING FOR PGM’S IN GREEN ENERGY TECHNOLOGIES For personal use only INVESTMENT GREEN TECHNOLOGY AUTOMOTIVE JEWELLERY INDUSTRIAL ELECTRIC BATTERY HYDROGEN VEHICLES STORAGE 2021 PLATINUM DEMAND 2021 PALLADIUM DEMAND 7.4 Moz • PGMs are at the heart of hydrogen economy and energy transition 11.1
Slide 16: Value Proposition - Advancing an Australian Supply of PGM
VALUE PROPOSITION – ADVANCING AN AUSTRALIAN SUPPLY OF PGM Targeting near-term pit and shallow underground mine operations For personal use only PGM PRICING REMAINS PARKS REEF HAS POTENTIAL TO BE GLOBALLY SIGNIFICANT STRONG • Current resource containing 2.8M ounces 3E PGM and 102k tonnes copper plus
Slide 17: Appendix
For personal use only APPENDIX
Slide 18: Further Upside - Chasing Value Through 5E PGM
FURTHER UPSIDE – CHASING VALUE THROUGH 5E PGM High value Rhodium (Rh) and Iridium (Ir) 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 vehi
Slide 19: 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 Reef1 containing a total of 2.8 million ounces of combined platinum, palladium and gold plus base metal cred
Slide 20: For personal use only
For personal use only Sam Rodda (+61) 8 9218 8878 samr@podiumminerals.com Podium Minerals 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 | JUNE 2022