Podium Minerals Limited · ASX:POD
Podium Minerals — Investor Presentation (May 2018)
18 slides from Podium Minerals's investor presentation, May 24, 2018
Slide 1: Platinum – Palladium – Gold in Parks Reef: Corporate Presentation
For personal use only PLATINUM – PALLADIUM - GOLD in PARKS REEF CORPORATE PRESENTATION MAY 2018 ASX: POD | www.podiumminerals.com
Slide 2: Important Notice
IMPORTANT NOTICE This corporate presentation (Presentation) has been prepared by Podium Minerals Limited (ACN 009 200 079) (Company). For personal use only The information contained in this Presentation has been prepared in good faith by the Company, however no representation or warranty expressed o
Slide 3: Introducing Podium Minerals
INTRODUCING PODIUM MINERALS STRATEGY TO RAPIDLY DEVELOP AN ALTERNATIVE SUPPLY OF PGM s For personal use only ➢ ASX listed exploration and resource development company Platinum PGM Price* ➢ Highly efficient and experienced management with Group Metals extensive project development capability Platinum
Slide 4: Corporate Overview: A Team with Demonstrated Delivery Capability
CORPORATE OVERVIEW A TEAM WITH DEMONSTRATED DELIVERY CAPABILITY For personal use only Clayton Russell Grant Peter Roberto Tom Stynes Doug Cook Dodd Thomson Osborne Gilmour Castro Chief Executive Executive Non-Executive Non-Executive Non-Executive Exploration Chairman Officer Director and CFO Directo
Slide 5: Rapid Progress
RAPID PROGRESS ACHIEVEMENTS AND NEAR TERM PLANS: For personal use only Drilling priority Second phase Ni-Cu sulphide ASX listing Initial drill results drilling results targets 28 Feb 2018 13 Apr 2018 17 May 2018 Q3 2018 22 Mar 2018 27 Apr 2018 Q2/Q3 2018 Q3 2018 Commence First phase Metallurgical Ma
Slide 6: Secure & High Quality Assets: WRC Geological Complex
SECURE & HIGH QUALITY ASSETS WRC GEOLOGICAL COMPLEX For personal use only ➢ Podium’s core projects are located within the Weld Range Complex (WRC) in the Mid West Region of Western Australia ➢ Granted Mining Leases with an area of 77km2 covering the entire WRC ➢ Mining Agreement signed with Native T
Slide 7: Unique Geology
UNIQUE GEOLOGY ➢ The top figure is a generalised model of For personal use only a layered mafic-ultramafic igneous complex showing the relative position of significant global deposits. ➢ Underneath is an inverted plan view of the WRC with north facing the bottom. ➢ The WRC has been displaced onto it
Slide 8: WRC PGM Project: Parks Reef – An Alternative Supply of PGMs
WRC PGM PROJECT PARKS REEF – AN ALTERNATIVE SUPPLY OF PGMs For personal use only ➢ Horizon of near surface PGM mineralisation with a strike of 15km and an average width of 15m identified from historical exploration ➢ Exploration Target of 1.2Moz to 3.5Moz PGM within 200m of surface An Exploration Ta
Slide 9: Continuity of Thick Mineralisation
CONTINUITY OF THICK MINERALISATION For personal use only 2.2km Open Open Corporate Presentation – May 2018 Slide 9
Slide 10: Mineralisation Open at Depth
MINERALISATION OPEN AT DEPTH For personal use only Corporate Presentation – May 2018 Slide 10
Slide 11: High Grade Sub-Layering
HIGH GRADE SUB-LAYERING PROVIDES OPTIONALITY IN OPTIMISING MINE DEVELOPMENT For personal use only ➢ High grade sub-layering observed within drill results including consistent enrichment of platinum and gold in the upper portion of the reef: Drill Line Hole Sub-layer - 3E PGM 19W PRRC001 4m @ 2.99g/t
Slide 12: Operating Company Benchmarks
OPERATING COMPANY BENCHMARKS IN-SITU GRADES NOT THE ONLY ECONOMIC DRIVER For personal use only ➢ Consider Anglo American Platinum Limited1 as world’s largest PGM producer mining the: Merensky and UG2 Reefs: flat narrow high grade reefs typically less than 70cm thick with mined widths of circa 1-2m a
Slide 13: Parks Reef Opportunity
PARKS REEF OPPORTUNITY COMPETITIVE ADVANTAGE SCALEABLE PROJECT For personal use only ➢ Parks Reef can differentiate itself from the ➢ Mineralisation over 15km strike provides competition by providing: opportunities to optimise life and scale • low capital development cost; ➢ Current drilling to maxi
Slide 14: Market Outlook
MARKET OUTLOOK OVERVIEW For personal use only ➢ PGMs are rare metals with unique catalytic and physical properties and platinum in particular has a diverse range of specialty uses “Industrial consumption (of platinum) rose by 7% to just short of 2 million ounces (in 2017)....Record industrial demand
Slide 15: 2017 PGM Market – 629k oz Pd Deficit
2017 PGM MARKET – 629k oz Pd DEFICIT For personal use only PLATINUM PALLADIUM Source: Johnson Matthey ‘PGM Market Report February 2018’ – Preliminary Estimates for 2017 Corporate Presentation – May 2018 Slide 15
Slide 16: Demand Upside
DEMAND UPSIDE AUTOCATALYST DEMAND INCLUDES DIESEL, GASOLINE AND HYBRID For personal use only ➢ Autocatalyst demand driven by vehicle sales and tightening world wide emissions regulations: “Lower (diesel) autocatalyst demand in Europe will be partly offset by a very strong performance from the US (in
Slide 17: Investment Opportunity
INVESTMENT OPPORTUNITY ➢ Unique ASX listed exploration and resources development company For personal use only ✓ Well funded following $5.5m capital raising ✓ Exposure to supply constrained PGM market ➢ Strong management ✓ In-house capability in all aspects of project development ✓ Achieving rapid p
Slide 18: Contact
CONTACT For personal use only PODIUM MINERALS LIMITED MEDIA & ANALYSTS Tom Stynes Ben Knowles Chief Executive Officer Walbrook IR T: +618 9218 8878 T: +614 2627 7760 E: toms@podiumminerals.com E: ben.knowles@walbrookir.com.au Corporate Presentation – May 2018 Slide 18