Pacific Lime And Cement Limited · ASX:PLA
Pacific Lime And Cement — PNG Mining & Petroleum Investment Conference, Sydney 2022
23 slides from Pacific Lime And Cement's conference presentation, Dec 6, 2022
Slide 1: Domestic Downstream Processing in PNG and Exporting to Australasia
Domestic Downstream Processing in PNG and Exporting to Australasia Company Presentation ASX:MRL PNG Mining & Petroleum Investment Conference, Sydney December 2022 ASX | MRL
Slide 2: Disclaimer and Competent Person's Statement
Disclaimer and Competent Person’s Statement This presentation has been prepared by Mayur Resources Limited ARBN 619 770 277 (“Mayur” or the “Company”). The information contained in this presentation is not investment or financial product advice and is not intended to be used as the basis for making
Slide 3: Portfolio Overview
Portfolio Overview ASX | MRL Investor Presentation 3
Slide 4: Mayur Resources – A decade in the making & AU$70m invested
Mayur Resources – A decade in the making & AU$70m invested A portfolio of Net Zero import displacement and export projects ready to be built Central Cement & Lime (CCL) Project PORGERA (AU) RAMU (NI) KIMBE OK TEDI (AU/CU) KAINANTU (AU) LAE Ortus WAFI GOLPU Resources – (CU/AU) Mineral Sands OROKOLO K
Slide 5: Revenue Ready Project Portfolio
Revenue Ready Project Portfolio Aggregates & Quicklime – CCL Project Phase 1: Fully Permitted & Construction Ready A new large scale, low-cost, high-grade aggregates & quicklime manufacturing facility to Target for 1st Revenue: meet critical demand from battery minerals and environmental sectors in
Slide 6: Nation building Investment Opportunity in PNG – Building Block Growth
Nation building Investment Opportunity in PNG – Building Block Growth PNG must become self sufficient with cheap energy, use its own resources to displace imports and establish a robust downstream processing manufacturing export industry Exports dominated EAST ASIA by LNG, ✓ Fiscal enablers & PACIFI
Slide 7: Large Import Replacement & Downstream Processing Opportunities
Large Import Replacement & Downstream Processing Opportunities Invest and be part of ‘Changing the Balance’ – PNG transition to self sufficiency with locally produced import replacement of ‘THE BASICS’ …….and expand from there The FOREX drain - stop importing Use PNG Made & ✓Replace or reduce relian
Slide 8: Nation building in PNG – its not just a Concept …Reality Awaits
Nation building in PNG – its not just a Concept …Reality Awaits Get the formula right; downstream processing projects already fully approved, currently in the funding stage, establishing PNG Made Goods + Exporting Surplus Very Limited in- Key products to ✓ Huge energy, mineral, x land & ocean reso
Slide 9: Downstream Processing Precinct Established with Cornerstone Projects
Downstream Processing Precinct Established with Cornerstone Projects Central Province SEZ precinct approved - prime location next to USD30bn of LNG • SEZ granted (September 2021) by PNG Government to promote new import Limestone replacement downstream processing Paper Mill Quarries Solar and vertica
Slide 10: Aggregates & Quicklime
Aggregates & Quicklime ASX | MRL Investor Presentation 10
Slide 11: Fast tracking CCL Phase 1
Fast tracking CCL Phase 1: Largest Seaborne Quarry & Quick Lime Import Displacement & Export Project Quarry & Aggregates Quicklime & Hydrated Lime ✓ Identified early cashflow opportunity ✓ Quicklime production (400ktpa) will be fast-tracked to in 2023 via Aggregate Supply respond to PNG and Australi
Slide 12: CCL Project - Growing criticality of quicklime
CCL Project - Growing criticality of quicklime Key applications in future facing metal beneficiation and pollution mitigation with an emerging role in energy storage • Strong and growing applications in pollution abatement, treatment of acidification and water purification Water Mineral and Treatmen
Slide 13: Clinker & Cement
Clinker & Cement ASX | MRL Investor Presentation 13
Slide 14: CCL Project – Phase 2 Australasia's first export facing clinker & cement
CCL Project – Phase 2 Australasia's first export facing clinker & cement ✓ Fully Permitted ✓ Mining License granted Rea Rea Quarry Rea Rea Village Kido Quarry PNG LNG ✓ Environmental Approvals in Kido Village place 12Km ✓ Full support from State, Provincial Governments and Clinker Cement Landowners
Slide 15: CCL Project – Phase 2 Clinker & Cement
CCL Project – Phase 2 Australasia's first export facing clinker & cement CCL Phase 2 CCL Phase 2 • Optionality preserved for approx. 910 ktpa cement grinding CLINKER & capacity and infrastructure expansion to support clinker and cement plant and operations, including: CEMENT • clinker raw mix grade
Slide 16: Advantages over current supply from Asia
Advantages over current supply from Asia Domestic and export advantages over current suppliers JAPAN • Domestic and export freight VIETNAM advantages MALAYSIA THAILAND Products with lower carbon • Significantly closer to users in footprint via shorter supply chain Australia and the South Pacific and
Slide 17: Iron & Industrial Sands
Iron & Industrial Sands ASX | MRL Investor Presentation 17
Slide 18: Ortus Resources – Orokolo Bay Iron and Industrial Sands Project
Ortus Resources Orokolo Bay Iron and Industrial Sands Project • 25-year Environmental Permit in place for the Project Orokolo Bay and surrounding tenements • Mining Lease granted in December 20211, main construction work to commence in late 2022, targeting initial production in late 2023 with a shor
Slide 19: Mining overview
Mining overview Near surface deposit facilitates simple mining process At near surface deposit facilitates simple mining process: 1. Clearing/ripping and stockpiling of topsoil and vegetation 2. Prior to mining closely spaced infill drilling to be undertaken to optimise mining process 3. Small excav
Slide 20: Mayur Renewables - Carbon
Mayur Renewables - Carbon ASX | MRL Investor Presentation 20
Slide 21: Carbon credits – taking back PNG with super majority take
Carbon credits – taking back PNG with super majority take Carbon offsets can enable PNG’s need for economic growth and development • PNG is a developing nation, that needs to Carbon emissions hierarchy industrialise in a sustainable way as the world is reducing its greenhouse gas (GHG) Whilst the pr
Slide 22: Carbon credits – a better deal for PNG
Carbon credits – a better deal for PNG Sharing the economic benefits with PNG in accord with PNG’s CCDA Management Act • Costs, taxes and levies expected to account for Mayur’s Carbon Credit Revenue distribution model approximately 30% of total revenue Costs, taxes and levies • Landowners to receive
Slide 23: Thank You
Thank You mayurresources.com +61 (0)7 3157 4000 info@mayurresources.com ASX | MRL Investor Presentation 23
Pacific Lime And Cement — PNG Mining & Petroleum Investment Conference, Sydney 2022 on 6ix