Pls Group Limited · ASX:PLS

Pls — Pilbara Minerals — Investor Presentation (July 2014)

16 slides from Pls's investor presentation, Jul 29, 2014

  1. Slide 1: Production, Cash Flow, Growth

    For personal use only Produc'on, Cash Flow, Growth An emerging Australian strategic metals producer – July 2014 Investor Update

  2. Slide 2: Disclaimer and Competent Person's Statement

    Disclaimer and Competent Person’s Statement Disclaimer For personal use only • 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

  3. Slide 3: Investment Highlights

    Investment Highlights • An emerging, low-cost producer of tantalum and lithium For personal use only • Portfolio of two substantial near-production assets in the Pilbara • Located within 100km of Port Hedland – excellent infrastructure • Imminent production and cash flow from Tabba Tabba Tantalum Pr

  4. Slide 4: Corporate Overview

    Corporate Overview ASX CODE: PLS CAPITAL STRUCTURE ASX Code: PLS For personal use only Shares on Issue: 569M (Pro forma) Convertible Notes: 1.5M @ $1.00 each Market Cap: $11.3M @ 2.0c Top 20: 80% Board and Management: 25% Cash at Bank $3.2 Million (pro forma) Highly experienced management team with

  5. Slide 5: Tantalum – Rare and Precious

    Tantalum – Rare and Precious • Classified as a rare earth metal For personal use only • Refined tantalum has a market value between $800,000 and $1.2M per tonne • Tantalite, Ta2O5, has an approximate market value of $200,000 per tonne • Largest deposits located in Australia, Brazil and Africa • Majo

  6. Slide 6: Pilbara Tantalum and Lithium-Tantalum Projects

    Pilbara Tantalum and Lithium-­‐Tantalum Projects • Tabba Tabba Tantalum Project – advanced, high quality For personal use only tantalum project located just 75km south-east of Port Hedland: • Maiden JORC resource of 212,900t @ 1,220ppm Ta2O5 for 572,200lbs of contained Ta2O5 • Forecast to generate $

  7. Slide 7: Tabba Tabba Tantalum Project

    Tabba Tabba Tantalum Project • Four granted Mining Licences: M45/354; For personal use only M45/375; M45/376 and M45/377 • Environmental approvals completed • JORC Resource Category Tonnes and Grade Contained Ta2O5 (ppm Ta2O5) (lb ) Measured: 30.1Kt @ 1,610ppm Ta2O5 106,960 Indicated: 124.4Kt @ 1,26

  8. Slide 8: Tabba Tabba Mining Reserve

    Tabba Tabba Mining Reserve • Focused on high-grade zone For personal use only • Well defined independent resource estimate by MRG, containing 572,000lbsTa2O5 • Reserve Contained Ta2O5 Category Tonnes and Grade (lbs) Proven 30.1Kt @ 1,610ppm Ta2O5 106,960 Probable 124.4kT @ 1,260ppm Ta2O5 346,040 Com

  9. Slide 9: Tabba Tabba Pegmatite – Open Pit Zone looking south

    Tabba Tabba PegmaHte – Open Pit Zone looking south For personal use only 9

  10. Slide 10: Tabba Tabba Tantalum Project – Strong Growth Potential

    Tabba Tabba Tantalum Project – Strong growth PotenHal • Tabba Tabba pegmatite only drilled in high grade For personal use only zone, up and down dip and along strike extensions to be drill tested in August 2014 • Exploration targets at Tabba Tabba and surrounding areas have potential to significantl

  11. Slide 11: Tabba Tabba Tantalite Recovery Flowsheet

    Tabba Tabba Tantalite Recovery Flowsheet For personal use only • Crushing and gravity plant rated at 120,000tpa on single shift • Upgradeable to 250,000tpa with additional ball mill and spirals • Upgradeable to 500,000tpa with working 2 x 10 hour shifts per day • Produces 5% Ta2O5 concentrate to mee

  12. Slide 12: Pilgangoora Lithium-Tantalite Project

    Pilgangoora Lithium-­‐Tantalite Project • 100% owned world class Lithium and Tantalite resource within For personal use only Mapped Pegmatites contiguous block of 3 Mining Licences, 2 Exploration licences PLS • Maiden Inferred Resource of 10.4Mt @ 0.024% Ta2O5 containing 5.5Mlb of Ta2O5, including 8

  13. Slide 13: Pilgangoora Lithium-Tantalite Project

    Pilgangoora Lithium-­‐Tantalite Project For personal use only Mapped pegmatite Pilbara Minerals Pilgangoora Resource 10.4Mt @ 0.024% Ta2O5 and 1.01% Li2O Altura Mining Limited Pilgangoora Li Resource 25.2Mt @ 1.23% Li2O Third largest hard rock Altura Pilbara Minerals Mining lithium resource in the w

  14. Slide 14: Timetable for Tabba Tabba Production – Resource Upgrades

    Timetable for Tabba Tabba ProducHon – Resource Upgrades • July 2014: Complete $2.5M capital raising, Complete lodgement of Statutory Works Approval For personal use only Application, Mine Plan, Mine Closure plan • August 2014: Complete construction of Tabba Tabba treatment plant, Commence resource e

  15. Slide 15: Quality Strategic Partners

    Quality Strategic Partners Nagrom 5 Year Mining and For personal use only Off-­‐take Agreement • Project Manager, large PLS shareholder with GAM • World-recognised metallurgical laboratory and tantalum processing specialists since 1978 • Nagrom metallurgical staff will operate Tabba Tabba plant, ensu

  16. Slide 16: Production, Cash Flow, Growth

    For personal use only Produc'on, Cash Flow, Growth An emerging Australian strategic metals producer – July 2014 Investor Update

Pilbara Minerals — Investor Presentation (July 2014) on 6ix