Platina Resources Limited · ASX:PGM
Platina Resources — Investor Presentation (August 2014)
18 slides from Platina Resources's investor presentation, Aug 22, 2014
Slide 1: Owendale Scandium Project
For personal use only ASX Code: PGM Owendale Scandium Project August 2014 1 Robert Mosig Managing Director CEO
Slide 2: Scandium: expecting big demand with increased uses from a consistent supply
For personal use only SCANDIUM expecting big demand with increased uses from a consistent supply 2
Slide 3: Disclaimer
Disclaimer For personal use only Cautionary and Forward-Looking Statements This presentation contains “forward-looking information” which may include, but is not limited to, statements with respect to the future financial or operating performance of Platina Resources Limited (“Platina”), its subsidi
Slide 4: Corporate Summary
Corporate Summary Issued Capital Major Shareholders For personal use only Ordinary shares listing: ASX: PGM Electrum Ltd (Tom Kaplan) 20.6% Shares on issue: 133.8 Million Cairnglen Investments Pty Ltd (Peter Woodford) 12.7% Listed Options: 84.9 Million Yandal Investments Pty Ltd (Mark Creasy) 6.0% U
Slide 5: Market Fundamentals
Scandium: Market Fundamentals Limited reliable supply, mostly as a by-product, means For personal use only high prices in a very small ‘high-end’ market… Current supply from by-products • Most production as by-product (due to low concentration) from China, Ukraine • No primary mine production ….yet!
Slide 6: Sc Oxide Pricing
Scandium: Sc Oxide Pricing Owendale, as the deposit with the highest Sc grade, will be able to be the price- For personal use only setter to enable introduction of wider applications at a lower Sc price! USD$/kg Sc oxide $12,000 99.9995% 99.999% $10,000 99.99% 99.9% $8,000 99.0% USD$ $6,000 $4,000 $
Slide 7: Applications
Scandium: Applications For personal use only 7
Slide 8: Demand Sc-Aluminium
Scandium: Demand Sc-Aluminium Sc-reinforced Al alloys represent new generation of high- For personal use only performance alloys with advantages over other Al alloys • High strength (3x with as little as 0.5% Sc), more ductile, excellent corrosion resistance, lower density (5% lighter) • Strengthens
Slide 9: Projected Sc Market
Scandium: Projected Sc Market Potential annual demand for Sc2O3 in aircraft and SOFC markets For personal use only could reach > 300 tonnes by 2025 Source: Kaiser Research 9
Slide 10: New Mining Projects
Scandium: New Mining Projects Investment Production date CAPEX Annual Capacity For personal use only Project Metallica 2015+ $600 M 50-65 t (99.9%) Australian and Minerals Canadian projects are in EMC Metals 2015+ $100 M 25 t early development stage and financing not Orbite Aluminae 2015+ $500 M 50
Slide 11: Grade-Tonnage
Scandium: Grade-Tonnage Owendale has the highest grade of scandium compared with other For personal use only projects Scandium Projects – Resource grades 400 Owendale 350 300 Nyngan 250 Sc ppm SCONI 200 150 Zhovti Vody 100 Selvag Grande 50 Vallee 0 0 200 400 600 800 1000 1200 1400 Tonnage Mt 11
Slide 12: Owendale: Location
For personal use only 12 Owendale: Location
Slide 13: Owendale: Scandium Resource
Owendale: Scandium Resource Resource Tonnage Pt Sc Ni Co Pt Sc PtEq For personal use only Classification (Mt) g/t ppm % % koz t g/t Indicated 4.2 0.53 401 0.13 0.06 72 1698 0.93 Inferred 19.4 0.33 380 0.11 0.06 205 7385 0.69 TOTAL 23.7 0.36 384 0.11 0.06 277 9083 0.73 World’s largest, highest-grade
Slide 14: Owendale: Grade-Tonnage Sc
Owendale: Grade-Tonnage Sc 800 120 Grade! Grade! Grade! 105.5 For personal use only 101.5 683 700 90.1 100 • At higher grade cut-offs, the resource Ind + Inf Tonnage (Mt) 600 557 520 73.7 80 supports significant annual production 475 500 430 Sc ppm 384 54.5 400 342 60 306 272 300 245 37.9 227 219 40
Slide 15: Owendale: Mining Plan
Owendale: Mining Plan Simple Mining operation For personal use only • Resource near surface (max depth 55m) • Near horizontal deposit requiring simple open pit mining with S/R 1.4 : 1 • Mining rate in low 10’s thousands tpa in soft clay requiring ripping only Well Positioned Infrastructure • Nearby
Slide 16: Owendale: Conclusion
Owendale: Conclusion The world’s first scandium mine? For personal use only • The absence of reliable, secure, stable, long term production has limited commercial applications of Sc • Large scale industrial use historically constrained by high price due to low volumes of production and complex techn
Slide 17: Owendale: Conclusion
Owendale: Conclusion For personal use only Over 0.5 M oz Pt and 9100 tonnes Sc metal. Platinum and Scandium are expected to be in strong global demand over the next decade. New costings, scoping and prefeasibility studies based on updated resource and metallurgical flow sheet completed by Q2 2015. T
Slide 18: Thank You
For personal use only ASX Code: PGM Website: www.platinaresources.com.au Head Office: 2 Boston Court, Varsity Lakes Thank You QLD 4227, Australia Phone: +61 (0)7 5580 9094 Fax: +61 (0)7 5580 9394 Email: office@platinaresources.com.au 18
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