Pls Group Limited · ASX:PLS
Pls — Pilbara Minerals — Macquarie Western Australia Forum 2019
17 slides from Pls's conference presentation, Dec 3, 2019
Slide 1: Pilgangoora, a world-class lithium and tantalum production center
Pilgangoora, a world-class lithium and For personal use only tantalum production center Ken Brinsden, Managing Director and CEO Macquarie Western Australia Forum 2019, Tuesday 3 December 2019 ASX: PLS
Slide 2: Important Notices and Competent Persons Statement
Important Notices and Competent Persons Statement Not an Offer of Securities This document has been independently prepared by Pilbara Minerals Limited (“Pilbara”) and is dated 5/12/2019. This document is provided for informational purposes and does not constitute or contain an offer, invitation, sol
Slide 3: Important Notices and Competent Persons Statement
Important Notices and Competent Persons Statement U.S. Securities Laws Any securities issued by Pilbara have not been and will not be registered by Pilbara under the United States Securities Act of 1933 (“U.S. Securities Act”). Accordingly, such securities may not be offered or sold in the United St
Slide 4: Pilgangoora Lithium-Tantalum Project
Pilgangoora Lithium-Tantalum Project One of the largest spodumene-tantalite resources in the world For personal use only • Production ramp-up well advanced • Products shipped ‐ ~6% spodumene concentrate ‐ +5% and +30% tantalite concentrates • Improved plant performance and product recovery • Short-t
Slide 5: Production update
Production update • Campaign mining and processing programs underway during the Dec Qtr • Material improvement in product recovery performance following the most recent For personal use only plant modifications: - free-iron removal, grind optimisation and plant stabilisation works have delivered the
Slide 6: Pilbara Minerals - connected to the entire supply chain
Pilbara Minerals - connected to the entire supply chain For personal use only Chemical Pre-Cursor Converters Cathode Cells & Li Resource EVs Cathode Material Battery Packs Battery Grade Material LiOH / LC * * 6 *Potential PLS JV partners
Slide 7: Proposed POSCO JV
Proposed POSCO JV Very important strategic relationship with POSCO for participation in the rapidly developing South Korean lithium ion battery market For personal use only • Up to 30% JV in chemical conversion facility in South Korea with the capacity of 40ktpa (LCE basis) • Facility to apply Posco
Slide 8: Who is CATL?
Who is CATL? China’s largest battery manufacturer for EVs For personal use only • Listed on the Shenzhen stock exchange with market cap ~US$22bn1 and available cash of US$4.7bn2 • Three battery manufacturing facilities in China, two main R&D centres in China and Germany, 24,000 staff globally • Annu
Slide 9: China is the key driver in lithium raw materials
9 China is the key driver in lithium raw materials Consuming approximately 60% of global lithium raw material supply and leading the world in new energy battery applications For personal use only • China domestic NEV sales impacted by subsidy cuts • Slower uptake of high- nickel cathode chemistries
Slide 10: Chinese lithium market: changes to government subsidy in 2019
Base subsidy determined by electric vehicle demand Chinese lithium market For personal use only Changes to government subsidy in 2019 • Subsidy regime for new Comparison of NEV subsidies in 2018 and 2019 energy vehicles (NEV) adjusted • NEVs with longer range to receive subsidies • Subsidies removed
Slide 11: Lithium battery technology
11 Lithium battery technology Increased energy density and performance will make high nickel For personal use only cathode batteries the technology of the future Cathode Main Main Applications Lithium Lithium material advantage disadvantage content material Nickel Safety High cycle HEV 7% Lithium ma
Slide 12: Hard rock lithium supply: key to future battery production
For personal use only Hard rock lithium Lithium raw materials supply: key to future Hard rock mining Brine operations battery production BATTERY SUPPLY CHAIN Spodumene concentrate Lithium carbonate Its ability to be directly converted into lithium hydroxide makes hard Lithium hydroxide rock supply m
Slide 13: Car manufacturers to drive high quality battery demand
Car manufacturers to drive high quality battery demand For personal use only LONG TERM CONTRACTS MAJOR COMMITMENTS “Over the next 10 years VW will be launching 70+ new 10+ year battery supply agreement LG Chem and pure EVs….” CATL (VW) “The future of Volvo is electric and we are firmly committed 10-
Slide 14: Chinese spodumene convertors - 2012
Chinese spodumene convertors - 2012 For personal use only Xinjiang Aba Guangsheng General Lithium Nantong 8 facilities in operation Galaxy Zhangjiagang Limited export capacity to Nike Guorun global markets Jiangxi Ganfeng Sichuan Shehong Jiangxi Jiangli 14
Slide 15: Chinese spodumene convertors - 2019
Chinese spodumene convertors - 2019 EX-CHINA new converters AUSTRALIA – 3 For personal use only SOUTH KOREA - 1 Liaoning & Hebei Hunan & Hubei Proposed ~80Ktpa Proposed ~100Ktpa LCE Shandong Installed ~60Ktpa LCE Jiangsu Installed ~30Ktpa LCE Approximately 20 facilities in operation (with varying ut
Slide 16: Produce, Grow, Diversify
PRODUCE GROW • Achieve annual nameplate • Increase mine life through exploration production capacity 330,000dmt of high-quality 6% • Complete studies and secure funding For personal use only spodumene concentrate and for incremental Stage 2 expansion. 300,000lbs of tantalite • Commence incremental p
Slide 17: For personal use only
For personal use only ASX: PLS pilbaraminerals.com.au Follow us on
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