Perpetual Resources Ltd. · ASX:PEC
Perpetual Resources — Investor Presentation (August 2020)
21 slides from Perpetual Resources's investor presentation, Aug 18, 2020
Slide 1: Sand - The World's Indispensable Commodity
For personal use only Sand - The World’s Indispensable Commodity Why the humble sand grain could be the world’s next boom commodity Perpetual Resources Limited ASX: PEC Company Projects Presentation – August 2020
Slide 2: Disclaimer
2 Disclaimer This presentation contains summary information about Perpetual Resources Ltd (Perpetual) and is current as of 17th August 2020. The information in this presentation is of a general background and does not purport to be complete. For personal use only This presentation is not investment
Slide 3: Corporate Overview
3 4 Corporate Overview For personal use only BOARD OF DIRECTORS Julian Babarczy (Executive Chairman) Mr Babarczy is a finance industry professional, having worked at Regal Funds Management for the past 14 years, most recently as a Portfolio Manager for the Regal Emerging Companies strategy. Mr Babar
Slide 4: Project Portfolio Overview
4 Project Portfolio Overview For personal use only Three discrete Project Hubs prospective for high purity silica & construction sand products – all located proximal to established infrastructure Beharra: • Maiden Mineral Resource Estimate announced in July 2020 • 111.3mt at 98.6% SiO2 • Proximal to
Slide 5: We give such little thought to sand
5 For personal use only “We give such little thought to sand….but sand and gravel build the foundations of our economies. " . Source: United Nations Report on Sand and Sustainability, 2019
Slide 6: Supply Concerns are Increasing
6 Supply Concerns are Increasing For personal use only TH E FU TU R E O F SI LIC A SA N D S
Slide 7: Don't just take our word for it
7 Don't just take our word for it For personal use only https://www.youtube.com/watch?v=8J78ezpadFo https://www.youtube.com/watch?v=f12SSCUfOhk https://www.youtube.com/watch?v=0_Oik7CBueM TH E FU TU R E O F SI LIC A SA N D S
Slide 8: Silica Sand Demand is Strong
8 Silica Sand Demand is Strong For personal use only • Global demand for industrial silica sand is growing at 5% per year* Chinese domestic production of glass grade silica sand is 35 million tons in 2018 and is expected to continue to grow at this rate at least, for in the (SiO2 ≥99-99.5% Fe2O3 ≤0.
Slide 9: Seaborne Silica Sands Industry
9 Seaborne Silica Sands Industry For personal use only • Total exports of high quality silica sand from Australia Chinese Imports of Silica Sands are estimated to be around 5 million tons per annum Calendar Total Imports Australian share Australian Average Price Year mt mt share % USD/mt • 70% of Ja
Slide 10: Mix of End Markets
10 Mix of End Markets For personal use only GLASS -Smartphones -Tablets -Automotive -Fiberglass BUILDING PRODUCTS -Quartz Surfaces CONSTRUCTION SANDS -Roofing Shingles Silica Sands FOUNDRY SANDS Use - Automotive & Manufacturing CHEMICALS into Foundry sand markets FILLERS & EXTENDERS
Slide 11: Industrial Uses of Silica Sands
11 Industrial Uses of Silica Sands For personal use only Others Abrasives 3% 5% • The global glass and the foundry sand industries are the Filtration 7% two largest and also among the Glass highest growth Industry 37% Hydraulic Fracturing SILICA USES • These markets are the focus of Perpetual 16% •
Slide 12: Beharra High Grade Silica Sands
12 Beharra High Grade Silica Sands For personal use only • LOCATION - Approximately 130km south of Geraldton, comprising a north- south striking exploration licence covering an area of about 49 km2 • SCALE - The project lies within the northern part of the Perth Basin and contains a 13km strike leng
Slide 13: Maiden Mineral Resource Estimate
13 Maiden Mineral Resource Estimate Beharra High Grade Silica Sands Project For personal use only Highlights: • Inferred Mineral Resource Estimate of 111.3mt at 98.6% SiO2 prepared by Snowden Mining Consultants • 40 air core holes for 507m and 38 augur holes for 76m included • Average depth of drill
Slide 14: Beharra Beneficiation Test Work
14 Beharra Beneficiation Test Work – Exceptional High Purity Silica Results Achieved For personal use only • Beharra lab tests demonstrate the potential for Perpetual to target a broad range of high value Beharra Initial Test work Flowsheet product markets Beharra Leach Residue Calcined Product, 99.
Slide 15: Beharra - Favourable Petrological Analysis
15 Beharra- Favourable Petrological Analysis For personal use only • Initial mineralogical examination of beneficiated Beharra sand concentrate confirms geochemistry results at the Beharra Silica sand project are very clean and with only Petrological Examination of Beneficiated Silica Sand Product (
Slide 16: White Sand - Mother Nature's Gift
16 White Sand – Mother Nature’s Gift For personal use only • Beharra hosts predominantly high purity white (pale) sands • Geological model predicted PEC would encounter a high percentage of white sands • >90% of defined Mineral Resource Estimate is now confirmed as white sand • Why is white sand sup
Slide 17: PFS and Advanced Metallurgical Study Begins
17 PFS and Advanced Metallurgical Study Begins For personal use only Pre-Feasibility Study: • PFS commenced in July 2020 • Designed to prove the economic potential of Beharra • Detailed analysis to be undertaken on; • Processing plant design and analysis • Further detailed metallurgy • Mining & civi
Slide 18: Investment Catalysts
18 Recently completed air-core drilling program at Beharra expected to For personal use only lead to multiple, high impact events for PEC in coming months Beharra – PFS commenced Investment Further detailed metallurgical test work and flow sheet design Catalysts underway Size fraction analysis
Slide 19: Current Exploration and Development Timeline
19 Current Exploration and Development Timeline For personal use only Exploration & Development 2020 Calendar Year 2021 Calendar Year Timeline Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul PFS BFS Beharra Advanced Metallugical Testwork Mining License Application Resource upgrade Sales & Marketing
Slide 20: Appendix
20 Appendix For personal use only MINERAL RESOURCE ESTIMATE REFERENCE: Perpetual Resources Limited. 22/07/20. Maiden Mineral Resource Estimate. Beharra Silica Sands Project. https://www.asx.com.au/asxpdf/20200722/pdf/44kr163nbs2wwq.pdf *IMARC Group information & forecast TH E FU TU R E O F SI LIC A
Slide 21: Contact
21 For personal use only Contact: Julian Babarczy Robert Benussi Executive Chairman Managing Director robert.b@perpetualresourceslimited.com.au +61 410 415 335 © P ER P ET UAL RESO URC ES LT D. Level 8, 84 Pitt Street, Sydney NSW, 2000 w w w .p e r p e t u a l r e s o u r c e s l i m i t e d. c o m
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