Northam Platinum Holdings Limited · JSE:NPH
Northam Platinum — 2020 Global Metals, Mining & Steel Conference
11 slides from Northam Platinum's conference presentation, May 14, 2020
Slide 1: 2020 Global Metals Mining & Steel Conference
2020 Global Metals Mining & Steel Conference 12-14 May 2020 PAGE
Slide 2: Disclaimer
DISCLAIMER The presentation comprises the written materials made available together with the related verbal presentation (collectively or individually, as the context may require, the "Presentation") concerning Northam Platinum Limited ("Northam"). By attending the Presentation and/or viewing the Pr
Slide 3: Strategic Journey
we, 9 NORTHAM PLATINUM LIiMtteo STRATEGIC JOURNEY
Slide 4: Strategic Journey
STRATEGIC JOURNEY CAPITAL RAISING AND EMPOWERMENT Zambezi transaction, raising funds through RCFs and DMTNs ACQUISITIONS Everest, Zondereinde Western extension, Eland, US recycling operations, Maroelabult assets PROJECT EXECUTION Booysendal complex, Zondereinde Western extension, 2nd furnace, Eland
Slide 5: Investment in our growth strategy
INVESTMENT IN OUR GROWTH STRATEGY R10.1 billion Acquisitive and expansion capex: Rm F2015 to H1 F2020 invested in Northam’s 4 000,0 growth strategy since F2015 3 500,0 3 392.0 3 000,0 • R1.8 billion 2 637.3 on acquisitions since F2015 2 500,0 • R8.3 billion 2 000,0 on growth projects* since F2015 1
Slide 6: Production growth
PRODUCTION GROWTH 53.4% Equivalent refined metal from own operations: Koz 4E H1 F2015 to H1 F2020 increase in the group’s 600 equivalent refined metal 520.0 from own operations 474.0 483.9 500 since H1 F2015 437.0 400 377.8 H1 F2020 production and increase from H1 F2019 306.7 300 Group 306 738oz 19.
Slide 7: Expanding group cash profit margin
EXPANDING GROUP CASH PROFIT MARGIN REVENUE CASH COST CASH PROFIT MARGIN R39 864/Pt oz R24 780/Pt oz 37.8% H1 F2019 H1 F2019 H1 F2019 R27 524/Pt oz R22 007/Pt oz 20.0% Northam Platinum Limited Condensed Reviewed Interim Results 31 December 2019 PAGE 7
Slide 8: Returning value to Northam shareholders
RETURNING VALUE TO NORTHAM SHAREHOLDERS R3.7 billion 33.4% value returned to shareholders Northam’s shareholding in ZPLP during the period Northam Platinum Limited Condensed Reviewed Interim Results 31 December 2019 PAGE 8
Slide 9: Supply / Demand Update
SUPPLY / DEMAND UPDATE Short Term CY2020 Light duty vehicle sales down 22% to 70 million units Primary South Africa supply down 30% (Pt 72%, Pd 35% & Rh 80% primary supply) Recycling volumes down 25% Stable supply from Russia Platinum - Investment Case Palladium - Balanced Market Rhodium - R
Slide 10: Questions?
PLATINUM Limite o OUESTIONS ?
Slide 11: Contact details
Contact details Building 4, 1st Floor Maxwell Office Park Magwa Crescent West Waterfall City Shareholder information Jukskei View 2090 Name Northam Platinum Limited South Africa Share code NHM Leon van Schalkwyk ISIN code ZAE 000030912 Tel: +27 11 759 6000 Fax: +27 11 325 4795 JSE sector Platinum Em
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