Podium Minerals Limited · ASX:POD
Podium Minerals — South-West Connect ASX Showcase (October 2022)
18 slides from Podium Minerals's conference presentation, Oct 20, 2022
Slide 1: Planning Australia's First Strategic Supply of Platinum Group Metals
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). The information contained in this Presentation has been prepared in good faith by the Company, however no representation or warranty expressed or implied is made as to
Slide 3: Investment Proposition
PODIUM MINERALS Investment Proposition Emerging and Significant Resource Tightening Global Market ➢ 3.0Moz 5E PGM + 104k tonnes of Cu + 73k ➢ Declining resources and uncertain supply tonnes Ni + 9k tonnes Co from South Africa and Russia ➢ Near term exploration target of 2.7Moz to ➢ PGMs forecast to
Slide 4: What Are Platinum Group Metals (PGMs)?
WHAT ARE PLATINUM GROUP METALS (PGMs)? Platinum (Pt), Palladium (Pd), Rhodium (Rh), Iridium (Ir), Ruthenium (Ru), Osmium (Os) A family of six elements with similar properties and a wide range of applications in multiple industries. The PGM family is often alloyed to optimise the following chemical p
Slide 5: Global PGM Supply Dominated by Two Countries
GLOBAL PGM SUPPLY DOMINATED BY TWO COUNTRIES 2021 PLATINUM BY COUNTRY1 2021 PALLADIUM BY COUNTRY1 Russia Supply ‘000 oz Supply ‘000 oz Pt – 10% Zimbabwe North Pd – 38% North America 6% America Rh – 7% 6% Others 3% South Africa Pt – 6% North 39% Pd – 15% Others America Russia 2% Zimbabwe 15% 10% 8% S
Slide 6: Parks Reef - Secure Tenure, Established Mining Precinct
PARKS REEF - SECURE TENURE, ESTABLISHED MINING PRECINCT Critical green metals in the Mid-West PLATINUM GROUP METAL ASSET IN PREMIER JURISDICTION • 80km West of Meekatharra in the Mid-West Region of Western Australia • Existing regional infrastructure including major highway, port and airport infrast
Slide 7: High Grade, Bulk Tonnage Deposit – Significant Scale
HIGH GRADE, BULK TONNAGE DEPOSIT – SIGNIFICANT SCALE PGM Horizon Base Metal Horizon 1. Targeted pathway to become Australia’s first PGM producer 27.8Mt @ 0.24% Cu and 0.1% Ni with 2. Potential for both open cut mining in addition to long term 52.2Mt @ 1.64g/t 5E PGM 0.30g/t 3E PGM underground mining
Slide 8: Assays Confirm Grade and Consistency of Orebody
ASSAYS CONFIRM GRADE AND CONSISTENCY OF OREBODY Recent assays building towards a resource upgrade Surface • FY2021, +15,000 drill meters have been drilled into the 15km long PGM Reef Target with a 92% success rate in hitting grades >1.0g/t 5E PGM • High historic conversion rate to inferred resource
Slide 9: Mining Strategy
MINING STRATEGY Concept Mine Designs have commenced to inform future drilling and study work Open Cut Mining D&B Haulage Shallow near Medium-High surface mining Waste Movement provides early Bulk Mining access to ore Primary focus is to identify a preferred Waste/Tailings path considering high grade
Slide 10: Processing / Metallurgy Strategy
PROCESSING / METALLURGY STRATEGY Multiple study paths under refinement Flotation Low grade Sulphide Ore concentrate Sulphide flotation Potential customers Primary focus is to create a higher Also referred to tests confirming include PGM grade, higher value PGM refinery as “fresh” ore, above 80% PGM
Slide 11: Activity Tuning to the Proof and Development of Parks Reef
ACTIVITY TUNING TO THE PROOF AND DEVELOPMENT OF PARKS REEF Strong pipeline of upcoming activity Q4 - CY2022 Q1 - CY2023 Q2 - CY2023 Q3 - CY2023 Q4 - CY2023 Resource Update MRE UPDATE Metallurgical Study Operability Optimisation OPERABILITY OPTIMISATION Product Refinement PRODUCT REFINEMENT Mining Co
Slide 12: The Value of a 5E PGM Ounce at Parks Reef
THE VALUE OF A 5E PGM OUNCE AT PARKS REEF INFERRED RESOURCE METAL WEIGHTED PRICE SPLIT – 1.64g/t 5E PGM (per Ounce) (Platinum, Palladium ,Rhodium, Iridium & Gold) Co Pt Pt Ir Ni Rh Cu Au Ir Pd Rh Au Pd 5E PGM2 • Resource grade 1.64g/t 5E PGM in main PGM Horizon • Rhodium and Iridium3 indicatively ad
Slide 13: Experienced, Focused Team
EXPERIENCED, FOCUSED TEAM BOARD AND MANAGEMENT CORPORATE SUMMARY Mr Dodd is a Chartered Accountant with more than 40 years’ CASH AT 30 SEPTEMBER 2022 (unaudited) $5.1 MILLION CLAYTON DODD experience in finance and resources in Australia, South Africa and EXECUTIVE CHAIRMAN South America. SHARES ON I
Slide 14: Value Proposition – Advancing an Australian Supply of PGMs
VALUE PROPOSITION – ADVANCING AN AUSTRALIAN SUPPLY OF PGMs Targeting near-term pit and shallow underground mine operations PARKS REEF CAN BE GLOBALLY SIGNIFICANT MINING, PROCESSING, METALLURGY PATHWAY • Current resource contains 3.0M ounces 5E PGM and 102k tonnes • Metallurgy test work, concept mine
Slide 15: Appendix
APPENDIX PODIUM MINERALS
Slide 16: How Big Is Parks Reef?
HOW BIG IS PARKS REEF? A proven orebody over 15km in length and open at depth TARGETED GROWTH • Recent exploration results may allow the Company to upgrade the resource category in targeted high-grade starter mine areas • The consistency and angle of the ore body suggests a geological model that wil
Slide 17: 5E PGM Resource Upgrade
5E PGM RESOURCE UPGRADE 3.0 million ounces plus 104,000 tonnes Copper plus Nickel and Cobalt MINERAL RESOURCES DEFINED OVER 15KM STRIKE LENGTH Inferred JORC Mineral Resource Estimate for Parks Reef 1 containing a total of 3.0 million ounces of combined platinum, palladium, rhodium, iridium and gold
Slide 18: Sam Rodda
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
Podium Minerals — South-West Connect ASX Showcase (October 2022) on 6ix