Platina Resources Limited · ASX:PGM
Platina Resources — Investor Presentation (July 2017)
20 slides from Platina Resources's investor presentation, Jul 19, 2017
Slide 1: Company Update ASX Release
19 July 2017 ASX Release: PGM For personal use only Company Update Platina Resources Limited (“Platina” or the “Company”, ASX: PGM) is pleased to release a new investor presentation, which the Managing Director, Robert Mosig, will be presenting at a series of upcoming investor meetings. The new inve
Slide 2: Platina Resources Investor presentation July 2017
For personal use only PL ATINA RESOURCES (ASX: PGM) Investor presentation July 2017 ASX: PGM
Slide 3: Corporate snapshot
Corporate snapshot Platina is well positioned to become the premier new-tech metals producer on the ASX with its 100%-owned scandium, cobalt, nickel and platinum resource in NSW For personal use only Financial Information (17 July 2017) Share price performance (1 year) Share price (Acps) Volume (m)
Slide 4: Investment highlights
Investment highlights ― Platina is well positioned to become the premier new-tech For personal use only metals producer on the ASX from its 100% owned Owendale project ― Owendale is a cornucopia of new-tech metals (scandium, cobalt, nickel and platinum) set to underpin a global evolution to a low-ca
Slide 5: A premier ASX-listed new-tech metals opportunity
A premier ASX-listed new-tech metals opportunity Platina’s 100% owned Owendale project is a cornucopia of new-tech metals which are set to capitalise on the surging demand for electric vehicles and batteries For personal use only Upcoming milestones Sc Scandium Develop parameters for • Alloys to sig
Slide 6: The electric vehicle opportunity for Platina
The electric vehicle opportunity for Platina Owendale is highly prospective for a number of metals that are set to underpin a global evolution in clean energy generation and materials manufacturing For personal use only Vehicle chassis and body panels Lithium-ion battery pack Scandium: Cobalt: • Alu
Slide 7: The clean technology revolution
The clean technology revolution Global sustainable energy revolution and efficient industrial processing is accelerating demand for a new selection of raw materials including scandium and cobalt For personal use only • Increasing awareness of the dangers posed by climate change, global population gr
Slide 8: What is scandium?
What is scandium? Scandium is a niche industrial metal that can alloy to produce super light, strong materials which can greatly improve fuel efficiency and strength For personal use only Sc What is scandium? What is scandium used for ? How is scandium priced? • Scandium is a soft, silvery white met
Slide 9: Scandium – supply and demand
Scandium – supply and demand Scandium market set for potential demand growth with constrained supply as by- product production and existing stockpiles continue to decline For personal use only Indicative demand growth for Sc2O3 Primarily driven by growth markets in scandium-alloyed aluminium alloys
Slide 10: Scandium marketing
Scandium marketing The scandium market comprises a discrete number of contracts and participants – Platina is in discussions with a number of these participants and product testing is underway For personal use only • Sc₂O₃ is not traded on any metals or futures exchange Sc2O3 price in China (99.99%
Slide 11: The opportunity for scandium alloys
The opportunity for scandium alloys The addition of Sc2O3 in the manufacturing of various materials significantly improves its performance, driving significant cost savings for the manufacturer For personal use only • The introduction of scandium greatly improves traditional aluminium alloys: – Refi
Slide 12: Cobalt
Cobalt 101 Cobalt is a key ingredient in lithium-ion batteries and new energy tech which is rapidly disrupting traditional industries and delivering returns to early investors For personal use only EV battery install base forecast (GWh) • Cobalt is a vital component in rechargeable, lithium- 8,000 i
Slide 13: Owendale
Owendale Platina owns the Owendale multi-commodity project which contains one of the highest grade scandium deposits in the world For personal use only • 100%-owned Owendale project is located c. 80km Owendale project location northwest of Parkes, NSW – 7km away from Syerston, Clean TeQ’s (ASX: CLQ)
Slide 14: Owendale – scandium PFS
Owendale – scandium PFS PFS successfully delivered in July 2017 which assesses a potential scandium-focused development option For personal use only • PFS highlights a straight-forward mining development PFS outcomes (July 2017) • PFS assumes a simple technique – ore has been identified as free Para
Slide 15: Owendale vs. Syerston: geology
Owendale vs. Syerston: geology Owendale is located only 7km from Clean TeQ’s Syerston project and has similar geological characteristics For personal use only • Owendale is located 7km from Clean TeQ’s (ASX: CLQ) Owendale and Syerston magnetic survey Syerston project – Clean TeQ is an A$429m market
Slide 16: Owendale vs. Syerston: key stats
Owendale vs. Syerston: key stats Clean TeQ and Platina have similar projects and are both pre-production however Platina is trading at a significant market value discount to Clean TeQ For personal use only • The development of Syerston is only c. 10 months Owendale Syerston behind Clean TeQ (having
Slide 17: ASX project benchmarking
ASX project benchmarking Owendale and Syerston are two of the largest and highest grade scandium, cobalt and nickel resources in Australia For personal use only • Globally significant scandium-cobalt resource, with equivalent resource scale comparable to Clean TeQ’s Syerston • Platina is the only AS
Slide 18: Exploration projects
Exploration projects Platina also has two potential world-class exploration prospects that focus on platinum, gold and palladium in Greenland and Australia For personal use only Skaergaard (100% owned) Munni Munni (30-100% owned) Location: Greenland Location: Western Australia Commodity: Gold and pa
Slide 19: Upcoming work program
Upcoming work program Platina has a dual-track work programme which progresses both the scandium and cobalt development options for its 100%-owned Owendale project For personal use only • Platina management are focused on preserving the highly valuable optionality of developing both/either the cobal
Slide 20: Disclaimer
Disclaimer Cautionary and Forward-Looking Statements This presentation contains “forward-looking information” which may include, but is not limited to, statements with respect to the future financial or operating performance of Platina Resources For personal use only Limited (“Platina”), its subsidi
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