Perpetual Resources Ltd. · ASX:PEC
Perpetual Resources — Investor Presentation (April 2020)
17 slides from Perpetual Resources's investor presentation, Apr 22, 2020
Slide 1: The future of Silica Sands
The future of Silica Sands A clearer view of the $9bn global silica sands market and the leading Australian High-Purity Opportunity Perpetual Resources Limited ASX: PEC Company Projects Presentation – April 2020
Slide 2: Disclaimer
2 Disclaimer Disclaimer This presentation has been prepared by Perpetual Resources Ltd “PEC”. This document contains background information about PEC current at the date of this presentation. The presentation is in summary form and does not purport to be all inclusive or complete. Recipients should
Slide 3: Corporate Overview
3 4 Corporate Overview BOARD OF DIRECTORS Julian Babarczy (Executive Chairman) Mr Babarczy is a finance industry professional, having worked at Regal Funds Management for the past 14 years, most recently as a Portfolio Manager for the Regal Emerging Companies strategy. Mr Babarczy has extensive expe
Slide 4: Project Portfolio Overview
4 Project Portfolio Overview Four discrete Project areas prospective for high purity silica & construction sand products – all located proximal to established infrastructure Beharra: • Proximal to road infrastructure - 100km via road to Port of Geraldton • An agreement has been entered into with int
Slide 5: The Silica Sand markets are bigger today
5 "The Silica Sand markets are bigger today than the lithium markets probably ever will be." Shanghai, China
Slide 6: Silica Sands Use
6 Mix of End Markets GLASS -Smartphones -Tablets -Automotive -Fiberglass BUILDING PRODUCTS -Quartz Surfaces CONSTRUCTION SANDS -Roofing Shingles Silica Sands FOUNDRY SANDS Use - Automotive & Manufacturing CHEMICALS into Foundry sand markets FILLERS & EXTENDERS
Slide 7: Supply Concerns are Increasing
7 Supply Concerns are Increasing TH E FU TU RE O F SILI C A SA N D S
Slide 8: Silica Sands Opportunities
8 Silica Sands Opportunities • Global demand for industrial silica sand is growing at 5% per year* Chinese domestic production of glass grade silica sand is 35 million tons in 2018 and is expected to continue to grow at this rate at least, for in the (SiO2 ≥99-99.5% Fe2O3 ≤0.02-0.015%). foreseeable
Slide 9: Industrial Uses of Silica Sands
9 Industrial Uses of Silica Sands Others Abrasives 3% 5% Filtration 7% • The global glass industry is the Glass largest and one of the highest Industry 37% growth silica sands markets, Hydraulic Fracturing and is a specific focus for 16% SILICA USES perpetual Foundry • Initial beneficiation test wor
Slide 10: Seaborne Silica Sands Industry
10 Seaborne Silica Sands Industry • 70% of Japanese & 68% of South Korean silica Chinese Imports of Silica Sands imports are from Australia Calendar Total Imports Australian share Australian Average Price Year mt mt share % USD/mt • Australian share of the Chinese import market has grown from around
Slide 11: Beharra High Grade Silica Sand Project
11 Beharra High Grade Silica Sand Project • LOCATION - Approximately 100km south of Geraldton, comprising a north- south striking exploration licence covering an area of about 49 km2. • SCALE - The project lies within the northern part of the Perth Basin and contains a 13km strike length of potentia
Slide 12: Completion of Maiden Resource Drilling at Beharra Project
12 7 Completion of Maiden Resource Drilling at Beharra Project • Extensive thick intervals of white sands intersected • Samples to be submitted for analysis upon completion of logging - drill results expected by the middle of May • Resource estimation to commence upon receipt of laboratory analytica
Slide 13: Beharra- Silica Sand Petrology
13 Beharra- Silica Sand Petrology • Initial mineralogical examination of beneficiated Beharra sand concentrate confirms geochemistry results at the Beharra Silica sand project are very clean and with only minor slimes evident Petrological Examination of Beneficiated Silica Sand Product (2mm field of
Slide 14: Beharra Beneficiation Test Work
14 Beharra Beneficiation Test Work – Exceptional High Purity Silica Results Achieved Beharra Initial Test work Flowsheet Beharra • Beharra sand test work continues to surprise to the Beharra Leach Residue Calcined Product, 99.94% SiO2 Composite ~178kg upside with exciting potential for Perpetual to
Slide 15: Further Beharra Beneficiation Test Work Based on Resource Definition Drilling
15 Recently completed air-core drilling program at Beharra expected to Further Beharra lead to multiple, high impact events for PEC in coming months Beneficiation ✓ Definition of a maiden JORC resource (subject to successful laboratory results – June 2020) Test work Based ✓ Further bulk samples for
Slide 16: Near Term Value Catalysts
16 Near Term Value Catalysts Beharra Eneabba & Eneabba North Sargon • Laboratory test results from recent drilling Q2 CY • Maiden JORC Resource Estimate by 2020 Snowden • Beginning work on Prefeasibility Studies • Offtake Negotiation • Scout & Auger drilling • Transport & Logistics of high purity si
Slide 17: Contact
17 Contact: Julian Babarczy Executive Chairman julian.b@perpetualresourceslimited.com.au +61 408 566 191 Robert Benussi Managing Director robert.b@perpetualresourceslimited.com.au +61 410 415 335 © P ER P ET UA L RESO URC ES LT D. Level 8, 84 Pitt Street, Sydney NSW, 2000 w w w .p e r p e t u a l r
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