Pls Group Limited · ASX:PLS
Pls — Pilbara Minerals — Investor Presentation (May 2022)
16 slides from Pls's investor presentation, May 17, 2022
Slide 1: Corporate Presentation
For personal use only Click to toedit Corporate Click Master Presentation edit Master Kentitle style Brinsden CEO title style / MD Click Clicktotoedit editMaster Mastertext textstyles styles May 2022 ASX: PLS
Slide 2: Important Notices
Important Notices Not an Offer of Securities This document has been independently prepared by Pilbara Minerals Limited (“Pilbara” or “Pilbara Minerals” or the “Company”) and is dated 17 May 2022. This document is provided for informational For personal use only purposes and does not constitute or co
Slide 3: Important Notices
Important Notices Production and Sale Guidance For personal use only Any production and sales guidance in this presentation is indicative only, based on the Company’s revised budgetary forecasts and other estimates. It is developed in the context of an uncertain operating environment including in re
Slide 4: Important Notices
For personal use only Important Notices Information in this presentation relating to production targets and forecast information derived from the production targets (including information relating to the proposed expansions of the Pilgangoora Project including the Pilgan Plant and Ngungaju Plant), i
Slide 5: Pilgangoora Operation: One Operation, Two Processing Plants
Corporate Presentation May 2022 Pilgangoora Operation One Operation, Two Processing Plants For personal use only Targeting expanded combined production capacity of ~ 560-580,000 tpa spodumene concentrate from September Quarter 2022, maximising participation in the rapid growth in battery raw materia
Slide 6: Sustainability and other ESG Initiatives
Corporate Presentation May 2022 Sustainability and other ESG Initiatives For personal use only Environment • A Renewables Power Purchase Agreement was signed with Contract Power Australia to construct a 6MW solar photovoltaic farm at the Pilgangoora Operation. This initiative, undertaken in collabor
Slide 7: Rapid Re-emergence from Moderated Production
Corporate Presentation May 2022 Rapid Re-emergence from Moderated Production For personal use only Steady increase in production since December 2020 Quarter in response to increasing customer demand. Production for CY2021 totalled 324.2kt. 100,000 95,972 91,549 90,000 85,759 83,476 Quarterly spodume
Slide 8: Current Market Pricing
Corporate Presentation May 2022 Current Market Pricing For personal use only On 29 July 2021, Pilbara Minerals held its inaugural BMX auction of 10kt SC 5.5% and achieved a price of US$1,250/dmt (FOB). Equivalent to USD$1,400+/dmt (SC6.0, CFR China basis) Since the inaugural BMX auction, carbonate a
Slide 9: Lithium Raw Materials – Pricing Dynamic
Corporate Presentation May 2022 Lithium Raw Materials – Pricing Dynamic For personal use only 70,000 7,000 6,164 60,000 6,000 5,250 50,000 5,000 Spodumene Price US$/t CIF China US$/dmt CIF China 40,000 4,000 30,000 3,000 20,000 2,000 10,000 1,000 Half Year 2021 Ave Actual Price Realised* 0 0 Jul-21
Slide 10: Battery Material Exchange Summary
Corporate Presentation May 2022 Battery Material Exchange Summary For personal use only 7,000 6,250 6,000 5,650 5,000 4,000 US $/ t 3,000 2,500 2,600 2,240 2,350 2,000 1,429 1,250 1,000 - BMX 1 BMX 2 BMX 3 BMX 4 Battery Material Exchange Auction Results Spodumene SC 5.50 FOB Port Hedland Spodumene S
Slide 11: Battery Material Exchange (BMX) Summary
Corporate Presentation May 2022 Battery Material Exchange (“BMX”) Summary BMX1 - Inaugural online auction of spodumene concentrate delivers outstanding success For personal use only 10,000 dmt spodumene 62 online bids from 17 independent buyers Five individual groups bid ≥US$1,100 /dmt Letter of Cre
Slide 12: A diversified product suite
A diversified product suite Positioning to capture value throughout the entire lithium raw For personal use only material and chemical supply chain Upstream Midstream Downstream Spodumene Lithium Salts Lithium Fine Concentrate 6% Li20 >35% Li20 Chemicals Pilgangoora Scoping Study e.g. JV with POSCO
Slide 13: Upstream Expansion Strategy
Corporate Presentation May 2022 Upstream Expansion Strategy For personal use only Flexible growth pathway to capture growing demand in the market and increase revenue Pilgangoora assets support: • phased expansion (primarily Pilgan Plant) up to and beyond ~1Mtpa in production capacity Spodumene Conc
Slide 14: Midstream – JV with Calix Exploring Value-Added Green Products
Corporate Presentation May 2022 Midstream – JV with Calix (ASX:CXL) Exploring Value-Added Green Products (Lithium Salts Li3PO4) For personal use only Conventional spodumene supply chain: Mine site Chemical Plant Battery / Cathode (converter) maker • Carbon intensive, shipping ~94% waste sentationMay
Slide 15: Questions?
For personal use only Questions ? Questions? 15
Slide 16: Thank you
For personal use only Thank you Follow us on www.pilbaraminerals.com.au ASX: PLS