Pls Group Limited · ASX:PLS
Pls — Pilbara Minerals — 10th Lithium Supply and Markets Conference 2018
17 slides from Pls's conference presentation, Jun 28, 2018
Slide 1: Powering a Sustainable Energy Future
For personal use only Powering a Sustainable Energy Future 10th Lithium Supply and Markets Conference - June 2018 @PilbaraMinerals @KenBPilbara pilbaraminerals
Slide 2: Important Notices and Competent Person's Statement
Important Notices and Competent Person’s Statement Not an Offer of Securities This document has been independently prepared by Pilbara Minerals Limited (“Pilbara”) and is dated 27/06/2018. This document is provided for informational purposes and does not constitute or contain an offer, invitation, F
Slide 3: Important Notices and Competent Person's Statement
Important Notices and Competent Person’s Statement Not Financial Product Advice This document does not constitute financial product advice or take into account your investment objectives, taxation situation, financial situation or needs. This document consists purely of factual information and does
Slide 4: Company Overview
For personal use only Company Overview Stage 1 Production Project Stage 2 Development Project Offtake Partners Summary 4
Slide 5: Pilbara Minerals – Overview
Pilbara Minerals – Overview ►Nth Pilbara region of Western Australia For personal use only ►Large resource/reserve with further exploration potential ►DSO sales underway creating operating cashflow ►Concentrator commissioning in progress (1st Cons June 20, 2018) ►Concentrate production scale; ► STAG
Slide 6: Pilbara Minerals – Overview: Capital Structure and Board
Pilbara Minerals – Overview Capital Structure Board of directors For personal use only Current Share Price (22 June 2018) A$ $0.895 Tony Kiernan – Non-Executive Chairman Shares on Issue # 1,745 million ► Highly experienced public company director and former solicitor with over 30 Options on Issue 1
Slide 7: Company Overview
For personal use only Company Overview Stage 1 Production Project Stage 2 Development Project Offtake Partners Summary 7
Slide 8: Pilgangoora – Delivering on Project Execution
Pilgangoora – Pilbara Minerals, Delivering on Project Execution For personal use only Stage 2 Near- PFS (2Mtpa Stage 1 term Resource DFS (2Mtpa) and 4/5Mtpa) Project Production Growth Complete Complete Production Growth to +100kt LCE Resource Estimation Project Definition Detailed Design and Project
Slide 9: DSO Project – Production and Sales Underway
DSO Project – Production and Sales Underway For personal use only Mining Progress DSO ore skyway Loading High Grade Pit Overview 9
Slide 10: Pilgangoora Stage 1 Project – Overview
Pilgangoora Stage 1 Project – Overview For personal use only Central Mining Plant overview, as at 14 April 2018 Plant site, as at 4 May 2018 10
Slide 11: Pilgangoora Stage 1 Project – Overview
Pilgangoora Stage 1 Project – Overview For personal use only Pilgangoora Timelapse Drone Video 11
Slide 12: Stage 1 – 2Mtpa Processing Overview
Stage 1 – 2Mtpa Processing Overview ► DFS completed in September 2016; subsequent update to reflect higher ore reserve (80.3Mt) further enhances project economics 41 year project life based on 80.3Mt reserve For personal use only ► ► LOM average annual production: ► approximately 320ktpa of 6% spodu
Slide 13: Company Overview
For personal use only Company Overview Stage 1 Production Project Stage 2 Development Project Offtake Partners Summary 13
Slide 14: Stage 2 – 5Mtpa Expansion Overview (PFS Results)
Stage 2 – 5Mtpa Expansion Overview (PFS Results) ► Modest incremental capital to expand to 5Mtpa of AUD 207m from previous PFS. Some pre-commitments already made to support development timeline ► LOM average annual production, after Stage 1 and 2 production ramp-up: For personal use only ► approxima
Slide 15: Company Overview
For personal use only Company Overview Stage 1 Production Project Stage 2 Development Project Offtake Partners Summary 15
Slide 16: Pilbara Minerals – A Key Supplier to Global Lithium Markets
Pilbara Minerals – A Key Supplier to Global Lithium Markets For personal use only Over 110kt (LCE basis) of offtake sold to outstanding project partners; - Scale - Quality - Excellent Technology - Experience, Battery Ready Materials 16
Slide 17: Summary - Investment Highlights
Summary - Investment Highlights For personal use only Low-cost and high DSO and Outstanding Ideally placed to quality lithium Significant Offtake and full concentrate project economics production has capitalize on products, resource scale and and ability to Stage 1 project robust lithium production
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