Platinum Group Metals Ltd. · TSX:PTM
Platinum Group Metals — Future Minerals Forum (January 2024)
20 slides from Platinum Group Metals's conference presentation, January 2024
Slide 1: Waterberg PGM: Large-scale, low-cost PGM mine development in South Africa
WATERBERG PGM Large-scale, low-cost PGM mine development in South Africa CORPORATE PRESENTATION JANUARY 2024 NYSE.A PLG TSX PTM
Slide 2: Disclosure
DISCLOSURE Technical and Scientific Information jurisdictional disclosure system, the Company is not currently subject to the SEC ▪ This presentation has been prepared by Platinum Group Metals Ltd. (“Platinum Group” or the Modernization Rules. If the Company ceases to be a foreign private issuer or
Slide 3: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS This presentation contains forward-looking information within the meaning of Canadian securities U.S. Dollar, the Rand and the Canadian Dollar; volatility in metals prices; the failure of the laws and forward-looking statements within the meaning of U.S. securities laws (c
Slide 4: Location and Highlights
WATERBERG Location and Highlights Reserves 19.50 million ounces of PGMs and Au (4E) Projected Annual Production 420,000 Ounces 4E Projected Cost First Quartile $640/4E Ounce Mine Life 45+ Years See October 4, 2019 technical report - www.sedarplus.ca NYSE.A PLG • TSX PTM 4
Slide 5: Commodity Leverage
COMMODITY Leverage Pt | Platinum Pd | Palladium 5.67m ounces 12.27m ounces Au | Gold Rh | Rhodium 1.25m ounces 290k ounces Cu | Copper Ni | Nickel 376M lbs 728M lbs See October 4, 2019 technical report - www.sedarplus.ca NYSE.A PLG • TSX PTM 5
Slide 6: Ownership
WATERBERG OWNERSHIP PLATINUM GROUP 37.05% Platinum Group is the Implats is a leading operator and majority producer of PGMs and 50.02% owner via a direct owns a 15% interest in the 37.05% interest and an Waterberg Project along 50.02% indirect 12.97% interest via with a right of first refusal for BE
Slide 7: Ore Body
WATERBERG ORE BODY See October 4, 2019 technical report - www.sedarplus.ca NYSE.A PLG • TSX PTM 7
Slide 8: Plan View Map
WATERBERG PLAN VIEW MAP See October 4, 2019 technical report - www.sedarplus.ca NYSE.A PLG • TSX PTM 8
Slide 9: Definitive Feasibility Study 2019 Highlights
WATERBERG DEFINITIVE FEASIBILITY STUDY 2019 Highlights Stantec and 19.5 million 420,000 Ounces $640/4E DRA Principal DFS Ounces 4E Proven Annual Steady State Ounce on Site Consultants and Probable Production 4E LOM Average Reserves Cash Cost $982M $617M 20.70% 45 Years Post Tax Estimated Peak IRR Po
Slide 10: Pre-Construction Investment
PRE-CONSTRUCTION INVESTMENT Tranche 1 | 1 August 2022 Tranche 2 | 1 April 2023 US$21m pre-construction US$2.5m (R45.0m) US$3.6m (R64.5m) budget was approved in September 2022 April 2023 principle by Waterberg JV Co. shareholders in September 2022. 32 infill boreholes, one deep DFS Update, SLP, commu
Slide 11: Beneficiation Strategy
WATERBERG BENEFICIATION Strategy Platinum Group and Waterberg JV Co. are assessing commercial alternatives Third Party for concentrate offtake and beneficiation. Concentrate Offtake ▪ South African and Global Offtakers ▪ Internal pre-feasibility study completed in 2021 for 20MW furnace in South Afri
Slide 12: Ajlan Cooperation Agreement
AJLAN COOPERATION AGREEMENT PGM Smelter and Base Metals Refinery in Saudi Arabia Cooperation Agreement to study Ajlan & Bros Mining and Metals Co. the construction of a PGM is a subsidiary of Ajlan & Bros Holding, a smelter and base metal diversified holding company, seeking exploration and mining p
Slide 13: Project Timeline
WATERBERG Project TIMELINE Timelines dependent upon regulatory approvals, concentrate offtake and financing. NYSE.A PLG • TSX PTM 13
Slide 14: Lithium Battery Technologies
LiON BATTERY Technologies Patented Research Supported by Lithium Sulphur and Development Anglo Platinum and NMC Focus Using PGMs in emerging The world’s largest PGM Potential power to weight and existing lithium producer, and partnered advantage with PGMs battery chemistries with Florida Internation
Slide 15: Share Structure and Capital Markets
SHARE STRUCTURE and Capital Markets January 2024 Major Shareholders LISTINGS PLG:NYSE.A PTM:TSX SHARE PRICE USD $1.20 ▪ 26% Hosken Consolidated 52 WEEK HIGH/LOW USD $1.84 / $0.94 Investments Ltd. (HCI:JSE) ISSUED AND OUTSTANDING 102,460,262 ▪ 14% Franklin Templeton OPTIONS 4,446,787 ▪ 7% Kopernik Gl
Slide 16: Appendix
APPENDIX NYSE.A PLG TSX PTM 16
Slide 17: Community, Environment and Social Engagement
COMMUNITY, ENVIRONMENT AND SOCIAL ENGAGEMENT Mining Right Granted Social and Labour Significant opportunity for including Environmental Plan Approved with training, employment Authorization initial implementation and infrastructure underway development Environmental, Social and Governance (ESG) 3rd
Slide 18: Cost Curve – PGM Industry
WATERBERG COST CURVE – PGM Industry Net total cash costs plus stay in business capex (SIB) per 4E oz, CY2020 1,600 Quartile 2 Quartile 3 Quartile 1 Quartile 4 Legend 1,400 North America SIB CAPEX Zimbabwe 1,200 Net Total Cash Costs Northern Limb Waterberg Project USD/4E oz 1,000 WATERBERG PROJECT (N
Slide 19: Production of 4E koz per Annum
WATERBERG PRODUCTION AND RESERVES Productivity Production of 4E koz per Annum Waterberg Mining Method Open Pit Mechanized Conventional Bubble size = Reserve oz 4E ozs per Employee per Month 100% Waterberg Project. See Appendix and sensitivities from the October 4, 2019 technical report - www.sedarpl
Slide 20: Thank You
THANK YOU 1-866-899-5450 info@platinumgroupmetals.net 838 - 1100 Melville Street, Vancouver, BC, V6E 4A6, Canada www.platinumgroupmetals.net NYSE.A PLG TSX PTM
Platinum Group Metals — Future Minerals Forum (January 2024) on 6ix