Power Minerals Limited · ASX:PNN
Power Minerals — PepinNini Lithium — Sydney Resources Round-up (May 2018)
19 slides from Power Minerals's conference presentation, May 10, 2018
Slide 1: On the ground, In the know, Talking to people
On the ground PepinNini >In the know Talking to people Lithium Limited Ww zoydneyresourcesRound-up
Slide 2: Lithium market forecast supply and demand
For personal use only Production Surplus 135kt in 2025 – Morgan Stanley Feb 18 Production Shortfall 496kt in 2026 Dr David Deak Lithium Americas(LAC) Sep 2017(formerly Tesla engineer) The lithium market is forecast to reach over 3 million tonnes LCE (US$30 billion) by 2028
Slide 3: BMW to sign 10 year contract with lithium supplier
For personal use only BMW to sign 10 year contract with Lithium supplier 34 billion euros - $A53billion Competition with Tesla for electric cars That’s what Markus Duesmann, BMW’s head of supply chain, told Germany’s Frankfurter Allgemeine Zeitung last week (12 Feb 18): “The aim is to secure the
Slide 4: Dyson to build zero-emissions vehicle
For personal use only British inventor Sir James Dyson announced this week that his company will spend more than $2.7 billion to build a swoon-worthy, zero- emissions vehicle by 2020. www.wired.com/story/dyson-electric-car/ 1 Oct 17
Slide 5: Lithium demand by end use
For personal use only 2000 Li-ion battery demand - 6% (2.9kt) 2017 Li-ion Batteries battery Ceramics and glass Industrial demand - Fibreglass demand 44% 56%(128kt) (100kt) Industrial Lubricants demand Metallurgy welding 94%(48kt) Pharmaceuticals Pyrotechnics Optics - telescopes Nuclear cool
Slide 6: Lithium production costs and price forecasts
For personal use only Production cost Hard Rock spodumene is Lithium Brine US$5-6,000 per tonne of Lithium Carbonate Equivalent(LCE) Production cost Lithium Brine US$2,500 to US$3,500 per tonne of LCE Morgan Stanley predict LCE selling price US$6,000 per tonne by 2025 Deutsche Bank predict p
Slide 7: Argentina targeting lithium super power status
For personal use only Argentine government targeting Lithium super power status Conservatively, Argentina will represent about half of global lithium production by 2020 - Mining Secretary Daniel Meilan Mar 2017 Argentina holds 23% global lithium resources and 19% of global high grade resources
Slide 8: On the ground, in the know, talking to people
For personal use only On the ground In the know Talking to people PNN team with Salta Mining Secretary PNN team drilling PNN team community engagement
Slide 9: Mining leases within the Lithium triangle
For personal use only 11 mining leases(minas) of 23,796 hectares All within the Lithium triangle Good infrastructure – gas, power & railway
Slide 10: Argentine exploration team and drilling program
For personal use only Argentine exploration team – local with expertise Drill testing and sampling program on-going Results to come
Slide 11: Two boreholes drilled in December
For personal use only Two boreholes drilled Dec 17 Highly porous sediments in aquifer up to 100m in thickness Viable lithium grades of 313milligrams/litre
Slide 12: Salar de Pular Project
Salar de Pular Project For personal use only PNN tenure 100% Salar in Argentina Previous surface samples indicate viable brine grades up to 257mg/l 4 boreholes recently completed Brine close to surface with strong flow Resource statement in preparation 12
Slide 13: Recent acquisition via tenement swap
For personal use only Recent acquisition via tenement swap Surface samples indicate viable lithium grades up to 293mg/l Drilling permits in application
Slide 14: Local knowledge and production method
For personal use only Local knowledge and contacts Understanding hydrogeology and best use to production Evaporation and concentration tried and true production method
Slide 15: Capital structure
For personal use only 2018 Tradable Shares on 527,168,689 issue (8 May 18) $0.086 Options on issue 8,000,000 $0.076 $0.066 (unquoted 8 May 18) $0.056 $0.046 No. Shareholders (8 May 18) 3,308 $0.036 $0.026 Top 20 shareholders 42.6 % of $0.016 $0.006 (8 May 18) capital 2 Oct 17 22 Dec 17 7 May 18 Expl
Slide 16: Board and management
For personal use only Rebecca Holland- Sarah Clifton-Brown Phil Clifford Justin Nelson Ignacio Celorrio Kennedy B.Arts,(Hons) Accountancy, B.Sc., MAusIMM B.Arts(Jurisprudence)LLB LLB/JD Partner B.Sc., B.Arts, MAusIMM, FCCA, GAICD Non- Executive Company Secretary Director GAICD Executive Finance Dire
Slide 17: Commodity demand high
For personal use only Commodity demand high Soft brine advantage remains profitable Experience in Argentina means efficiency and Source - Dr David Deak Lithium Americas(LAC) Sep 2017(formerly Tesla engineer) opportunity to come
Slide 18: Disclaimer and Competent Persons Statement
For personal use only Disclaimer and Competent Persons Statement The information in this presentation is published to inform you about PepinNini Lithium Limited and its activities. All reasonable effort has been made to provide accurate information, but we do not warrant or represent its accuracy
Slide 19: We explore, we persist, we find
We explore, we persist, we find V On the ground Vin the know V Talking to people... getting it done pepinnini.com.au rt)
PepinNini Lithium — Sydney Resources Round-up (May 2018) on 6ix