Pls Group Limited · ASX:PLS
Pls — Pilbara Minerals — Cathodes Conference 2019
15 slides from Pls's conference presentation, Nov 14, 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 Cathodes, 13 November 2019 Ken Brinsden, Managing Director and CEO 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 13/11/2019. This document is provided for informational purposes and does not constitute or contain an offer, invitation, so
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: Sustainability
VALUES PROXIMITY TO MARKET For personal use only ENVIRONMENT GROWTH LOW-COST WA HARD ROCK QUALITY LITHIUM IS THE FUTURE SUSTAINABILITY SOCIAL STABLE GOVERNANCE DIVERSITY RELIABLE PARTNERS CONFLICT FREE SAFETY 4
Slide 5: Lithium extracted from ore: the future proof solution for Volkswagen
LITHIUM EXTRACTED FROM ORE THE FUTURE PROOF SOLUTION FOR VOLKSWAGEN For personal use only Lithium ore to lithium hydroxide • Commercially more attractive • More stable to extract and easier to scale • Better suited to next generation of batteries Australia the world market leader for ore-based produ
Slide 6: 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 • 11 shipments with 13 cargoes of spodumene concentrate during FY19 • Products shipped ‐ ~6% spodumene concentrate ‐ +5% and +30% tantalite conc
Slide 7: Production update
Production update • Campaign mining and processing programs underway. • Material improvement in product recovery performance following the For personal use only most recent plant modifications: - 60% lithia recovery1 achieved for the December quarter to date, inclusive of all commissioning, optimisa
Slide 8: 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 * * 8 *Potential PLS JV partners
Slide 9: Exceptional growth opportunity
Exceptional growth opportunity A clear expansion pathway to meet customer growth requirements over time UPSTREAM DOWNSTREAM For personal use only STAGE 1: 2MTPA STAGE 2: 5MTPA STAGE 3: 7.5MTPA* POSCO JV STAGE: STAGE: STAGE: STAGE: STAGE: Operations DFS and conditional FID complete Proposed subject t
Slide 10: Proposed POSCO JV
Proposed POSCO JV Very important strategic relationship with POSCO for participation in For personal use only the rapidly developing South Korean lithium ion battery market • Up to 30% JV in chemical conversion facility in South Korea with the capacity of 40ktpa (LCE basis) • Facility to apply Posco
Slide 11: CATL strategic benefits
CATL strategic benefits New strategic relationship with a strong, experienced, global partner For personal use only Combines CATL’s downstream battery and market expertise with Pilbara Minerals’ expertise in upstream lithium mining operations Further diversifies Pilbara Minerals’ strategic sharehold
Slide 12: Chinese spodumene convertors - 2012
Chinese spodumene convertors - 2012 For personal use only Xinjiang Aba Guangsheng General Lithium Nantong Galaxy Zhangjiagang Nike Guorun • Eight facilities in operation • Limited export capacity Sichuan Shehong Jiangxi Ganfeng Jiangxi Jiangli 12
Slide 13: Chinese spodumene convertors - 2019
Chinese spodumene convertors - 2019 EX-CHINA New Converters AUSTRALIA – 3 For personal use only SOUTH KOREA - 1 Hunan & Hubei Construction: 2 - 3 Liaoning & Hebei Sichuan New operation/ New operation/ construction: 3 - 4 construction: 4 - 6 Shandong New operation: 2 - 3 Sichuan Yahua General Lithium
Slide 14: 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 15: pilbaraminerals.com.au
For personal use only ASX: PLS pilbaraminerals.com.au Follow us on