Power Minerals Limited · ASX:PNN
Power Minerals — PepinNini Lithium — Shareholder Meeting (November 2018)
21 slides from Power Minerals's shareholder meeting presentation, Nov 29, 2018
Slide 1: Annual General Meeting - 29 November 2018
Rebecca Holland Kennedy For personal use only Managing Director Annual General Meeting - 29 November 2018 1
Slide 2: Salta Lithium Brine Project – achievements July 17 – July 18
Salta Lithium Brine Project – achievements July 17 – July 18 For personal use only JORC 2012 compliant Lithium carbonate (LCE) Resources announced ARGENTINA on two projects totalling 545,000 tonnes – 78% Measured & Indicated Grade up to 313mg/l Lithium – Lithium Carbonate Resource – drilled 2 cored
Slide 3: Where we are – ASX:PNN
Where we are – ASX:PNN For personal use only July 2017 to November 2018 Tradable Shares on issue 686,674,436 Options on issue 18,618,750 No. Shareholders 3,150 Top 20 shareholders 43.1% of capital Market Cap – 1 year range $3.4m to $29.6m Share price trading – 0.5c to 9.4c 1 year Funds raised $3.1m
Slide 4: PepinNini Projects
PepinNini Projects For personal use only AUSTRALIA ARGENTINA 4
Slide 5: PepinNini Lithium Ltd
PepinNini Lithium Ltd – ASX:PNN For personal use only 5
Slide 6: PepinNini Board of Directors
PepinNini Board of Directors For personal use only Rebecca Holland- Sarah Clifton-Brown Phil Clifford Justin Nelson Ignacio Celorrio Kennedy B.Arts,(Hons) Accountancy, B.Sc., MAusIMM B.Arts(Jurisprudence)LLB LLB/JD Partner B.Sc., B.Arts, MAusIMM, FCCA, GAICD GAICD Executive Chairman Executive Financ
Slide 7: Salta Lithium Brine Project
Salta Lithium Brine Project For personal use only 10 mining leases(minas) of 20,840 ha – 100% PNN SA Within Lithium Triangle which holds 65% of global Lithium Within mining friendly Salta Province 7
Slide 8: Salar del Rincon Project
Salar del Rincon Project For personal use only Two boreholes drilled total 210m cored, 20 porosity samples and 23 brine samples Initial JORC Resource Measured + Indicated 60,000 tonnes LCE + inferred 6,000 tonnes – grade up to 313mg/l – completed by independent qualified person - Montgomery & As
Slide 9: Salar de Pular Project
Salar de Pular Project For personal use only PNN tenure is 70% of the Salar in Argentina Four boreholes drilled totalling 1,350.5m, partially cored, 25 porosity samples, 80 brine samples Initial LCE Resource announced 366,000 tonnes LCE measured and 113,000 inferred – grade 85mg/l (update stat
Slide 10: Salar de Incahuasi Project
Salar de Incahuasi Project For personal use only Tenement obtained through tenement swap for non-cash consideration Drilling permits granted 14 September 2018 Geophysical TEM survey underway for aquifer thickness 10
Slide 11: Active Responsible Explorer
Active Responsible Explorer For personal use only communication community engagement PNN team with Salta Mining Secretary PNN team drilling PNN team community engagement 11
Slide 12: Exploration Planned - 2019
Exploration Planned - 2019 For personal use only Geophysical TEM survey Incahuasi Project Pumping testing Rincon Project Resource drilling Incahuasi Project Resource drilling for additional resource Rincon Project Pumping testing Incahuasi Project 12
Slide 13: Musgrave Project – Nickel, Copper and Cobalt
Musgrave Project – Nickel, Copper and Cobalt For personal use only 11 tenements of 14,003 km2 – 100 % NCL Mt Caroline JV with Rio Tinto for 0.03%Cu, 0.13% Ni, Pink Slipper target 0.17% Co 615km2 Progressing ELA granting Anerinna Hills & Ironwood Bore Targets to be tested from 2016 AEM Mt Harcu
Slide 14: Why does the world need so much Lithium?
Why does the world need so much Lithium? For personal use only BMW announce a five year supply contract with Lithium supplier Ganfeng(28 Sep) with option for 3 additional years Competition with Tesla for electric cars Tesla production up to 80,142 vehicles Q3 2018 Source - https://www.statista
Slide 15: Dyson to Build an Electric Car in Singapore
Dyson to Build an Electric Car in Singapore For personal use only Dyson investing £2.5 billion in electric car project Manufacturing plant to be built in Singapore by 2020 Production model set to be launched in 2021 E-bikes E-trucks Source – InvestorIntel Matthew Bohlsen 8 June 18 15
Slide 16: Lithium demand
Lithium demand For personal use only 2000 Li-ion battery 2017 demand - 6% (2.9kt) Batteries Ceramics and glass Li-ion battery Fibreglass Industrial demand - Lubricants demand 44% 56%(128kt) (100kt) Metallurgy welding Industrial Pharmaceuticals demand Pyrotechnics 94%(48kt) Optics - telescope
Slide 17: Lithium production costs
Lithium production costs For personal use only Production cost Hard Rock Lithium Brine spodumene is US$5-6,000 per tonne of Lithium Carbonate Equivalent(LCE) Production cost Lithium Brine – Orecobre state US$3,800 to $4,640 per tonne – gross cash margin US$10,059 per tonne Soft Brine productio
Slide 18: Lithium pricing
Lithium pricing For personal use only Volatile in China but steady rise in US and Europe Li prices under pressure in 2018 from increased supply But the electric vehicle(EV) and electric storage system(ESS) demand growth is projected to exceed supply into 2020 and beyond Source – William Adams
Slide 19: Why Lithium Brine in Argentina?
Why Lithium Brine in Argentina? For personal use only Argentine government targeting Lithium super power status Conservatively, Argentina will represent about half of global lithium production by 2020 ‐ Mining Secretary Daniel Meilan Mar 2017 Argentina holds 23% global lithium resources and 19% o
Slide 20: The Year ahead
The Year ahead For personal use only Resource restatement Pular Project Resource upgrade Rincon and initial resource Incahuasi PFS – Pular, Rincon & Incahuasi Projects Pumping well conversion to commence brine production Rincon Evaporation pond construction 20
Slide 21: Thank you
Thank you For personal use only Disclaimer and Competent Persons Statement The information in this presentation is published to inform you about PepinNini Lithium Limited and its activities. All reasonable effort has been made to provide accurate information, but we do not warrant or represent its
PepinNini Lithium — Shareholder Meeting (November 2018) on 6ix