Pls Group Limited · ASX:PLS
Pls — Pilbara Minerals — Resources Rising Stars Conference 2015
16 slides from Pls's conference presentation, Sep 24, 2015
Slide 1: Presentation – Resources Rising Stars Conference
ABN 95 112 425 788 24 September 2015 For personal use only ASX Announcements Platform Bridge Street Sydney NSW 2000 Presentation Resources Rising Stars Conference We enclose a copy of the presentation being made this morning by Pilbara Mineral’s Executive Director, Neil Biddle to the Resources Risin
Slide 2: Production, Cash Flow, Growth
For personal use only Production, Cash Flow, Growth An emerging Australian strategic metals producer – September 2015 Investor Update
Slide 3: Project Summary
Project Summary For personal use only • An emerging, low-cost producer of tantalum and lithium • Portfolio of two substantial near-production assets in the Pilbara • Located within 100km of Port Hedland – excellent infrastructure • Imminent production and cash flow from 100% owned Tabba Tabba Tantal
Slide 4: Project Summary
Project Summary For personal use only • An emerging, low-cost producer of tantalum and lithium • Portfolio of two substantial near-production assets in the Pilbara • Located within 100km of Port Hedland – excellent infrastructure • Imminent production and cash flow from 100% owned Tabba Tabba Tantal
Slide 5: For personal use only
4 For personal use only
Slide 6: Tabba Tabba Tantalum Project
Tabba Tabba Tantalum Project For personal use only • Very high grade tantalum project • Four Mining Licences granted: M45/354; M45/375; M45/376 and M45/377 • Production due to commence October 2015 • Fully funded, capex of only $8.0 million ($7.0m already spent) • Mine in construction • Processing p
Slide 7: Quality Strategic Partners
Quality Strategic Partners For personal use only Global Advanced Metals (GAM) 5 Year Mining and • Leading vertically integrated and conflict-free provider of Off‐take Agreement high purity / high performance tantalum products to the with GAM electronics, aerospace, automotive, chemical manufacturing
Slide 8: Tantalum – Rare and Highly Valuable Metal
Tantalum – Rare and Highly Valuable Metal For personal use only • Classified as a rare or specialty metal • Refined tantalum (99.999% Ta) has a market value between US$400-500,000 per tonne • Tantalite, Ta2O5, has an approximate market value of US$200,000 per tonne • Largest deposits located in Aust
Slide 9: Pilgangoora Lithium-Tantalite Project – PLS 100%
Pilgangoora Lithium‐Tantalite Project – PLS 100% For personal use only • 100% owned world class Lithium and Tantalite resource within contiguous block of 3 Mining Licences, 2 Exploration Licences • Indicated and Inferred Resource of 52.2Mt @ 1.3% Li2O containing 668,000 tonnes Li2O, and including 32
Slide 10: Industry Benchmark of Pilgangoora Lithium-Tantalite Project
Industry Benchmark of Pilgangoora Lithium-Tantalite Project For personal use only 3– Talison Lithium Greenbushes 2.5 – Nemaska Exploration Galaxy Resources Whabouchi ‐ Canada 2– James Bay ‐ Canada Grade (% Li20) NeoMetals Mt Marion 5– Pilbara Minerals Ltd 1– Exploration Target Altura Mining Ltd (Dec
Slide 11: Global Lithium Markets – Surging Demand – Constrained supply
Global Lithium Markets – Surging Demand – Constrained supply For personal use only • Pilgangoora spodumene concentrates meet the metallurgical specifications of the entire range of lithium products. • Over 100% of projected lithium oxide production subject to MOU’s with major offtake partners in Chi
Slide 12: Strong Demand Outlook
Strong Demand Outlook ‐ For personal use only Lithium-ion batteries driving demand • Energy dense consumer batteries • 20%+ annual growth since 2000 • Currently 30% of global lithium market • Electric Vehicles and E-Bikes • Currently 3% of global lithium market • Growth accelerated expected from 201
Slide 13: Motor Vehicle Lithium Demand
Motor Vehicle Lithium Demand For personal use only • Tesla Series 3 to be released in 2017, retail price of US$36,000 • Chinese car manufacturers targeting sub $20K EV’s by 2017 • Mercedes Benz releasing 12 new EV models in 2017 • BMW i3 Series due for release 2017 in direct competition with Tesla S
Slide 14: Pilgangoora Definitive Feasibility Study Underway
Pilgangoora Definitive Feasibility Study Underway For personal use only • Stage 1 – Conversion of Resource to JORC Indicated • Metallurgy Underway • Geotechnical Drilling – SG determination completed • Completion December 2015 • Stage 2 – DFS (JORC Reserve) • Pit Design, LOM schedule • Plant process
Slide 15: Corporate Overview
Corporate Overview ASX CODE: PLS For personal use only Capital Structure ASX: PLS Shares on issue 700 million Convertible notes (proforma) 5.85 million @ $1.00 each Unlisted Options 117 million Market capitalisation $140 million @ 20¢ Top 20 shareholders 32% Board & Management 15% Cash at 30/9/2015
Slide 16: Disclaimer and Competent Person's Statement
Disclaimer and Competent Person’s Statement For personal use only Disclaimer • This presentation may contain some references to forecasts, estimates, assumptions and other forward-looking statements. Although the company believes that its expectations, estimates and forecast outcomes are based on re
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