Pacific Lime And Cement Limited · ASX:PLA
Pacific Lime And Cement — FNN Investor Conference, Sydney 2019
28 slides from Pacific Lime And Cement's conference presentation, Feb 26, 2019
Slide 1: Developing a Diversified Resources & Energy Platform in Papua New Guinea
(ASX:MRL) DEVELOPING A DIVERSIFIED RESOURCES & ENERGY PLATFORM IN PAPUA NEW GUINEA FNN Investor Conference, Sydney, Australia 26 February 2019
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Mayur Resources Limited ARBN 619 770 277 (“Mayur” or the “Company”). The information contained in this presentation is for information purposes only and has been prepared for use in conjunction with a verbal presentation and should be read in that co
Slide 3: Corporate Snapshot
Corporate Snapshot CAPITAL STRUCTURE SHARE PRICE (Since Listing in 2017) Share Price (25 Feb 2019) A$0.55 Shares on Issue 150m Listed at Market Cap A$83m A$0.40 Options (unlisted) 13.5m BOARD OF DIRECTORS SHARE REGISTER Chairman Rob Neale Managing Director Paul Mulder Executive Director Tim Crossley
Slide 4: Nation Building in PNG
NATION BUILDING IN PNG mayurresources.com mayurresources.com 4 4
Slide 5: A diversified resources and energy platform
A diversified resources and energy platform DEVELOPING A DIVERSIFIED AND UNIQUE RESOURCES AND ENERGY PLATFORM IN PNG A unique portfolio of projects under development. • Key asset groups: ➢ Industrial Sands; ➢ Lime & Cement: ➢ Copper/Gold; and ➢ Power Generation Get a better res map ▪ Fully focused o
Slide 6: New industry and Nation Building in PNG
New industry and Nation Building in PNG EVOLUTION OF A RESOURCES BASED ECONOMY A future trajectory for unlocking PNG’s natural resources wealth….. FUTURE OPPORTUNITIES FOR PNG 90 % OF ALL EXPORTS FROM PNG ARE Ag Lime Quicklime COMMODITY Copper Nickel BASED Coal Gold Ilmenite Power Cement LEGEND: Val
Slide 7: Import Replacement & Vertical Integration Opportunities
Import Replacement & Vertical Integration Opportunities OPPORTUNITIES WITHIN MAYUR’S PORTFOLIO Mayur’s mineral inventory in PNG • Iron (Titanomagnetite) A FUTURE STATE FOR PNG • Construction Sands • Mineral Sands (zircon + Ilmenite) • Limestone • Coal Madang Resources used for replace / reduce cycli
Slide 8: Lime and Cement
LIME AND CEMENT mayurresources.com mayurresources.com 8 8
Slide 9: Central Cement and Lime project - PNG
Central Cement and Lime project - PNG Central Cement & Lime Project – ~25km north of Port Moresby • High grade limestone deposits 25km from Port Moresby, and 7km from the Exxon PNG LNG Refinery • DFS completed in January 2019 with very attractive economics^ • 382 Mt Maiden JORC Resource across 2 depo
Slide 10: Central Cement and Lime project – DFS summary
Central Cement and Lime project – DFS summary Central Cement and Lime Project – a new long life , low cost coastal located Tier 1 cement and lime manufacturing plant for PNG and nearby export markets DFS outputs:^ DFS Outputs^ Kido and Lea Lea deposits ~7km PNG LNG • Maiden Ore Reserve of 78 Mt of l
Slide 11: Central Cement and Lime project – Development plan
Central Cement and Lime project – Development plan General Layout – Raw materials, Plant and Infrastructure Purpose built facility, maximising the natural benefits of a PROPOSED PROJECT LAYOUT coastal high quality resource Jetty and Barge wharf infrastructure 500m mayurresources.com mayurresources.c
Slide 12: Central Cement and Lime project - Products and markets
Central Cement and Lime project - PNG Products and markets Quicklime and Cement / Clinker - Domestic Import replacement and regional market penetration opportunities CLINKER / CEMENT QUICKLIME Central Cement + China Central Cement + Japan Lime Project Lime Project China 1 Import replacement 1 Import
Slide 13: Anti-Dilution Value Add Funding Approach
Anti-Dilution Value Add Funding Approach Indicative Funding Plan for Central Cement & Lime Project Mayur ✓MRL Funding from Existing Loyalty & Adviser Strategy to protect from dilution at MRL Hold Co. ASX listed level: Options (IPO) plus Loan Funded Shares (LFS) 1.1 Preference to raise funding at Ass
Slide 14: Industrial Mineral Sands
INDUSTRIAL MINERAL SANDS mayurresources.com mayurresources.com 14 14
Slide 15: Orokolo Bay Project – Funding announcement
Orokolo Bay Project – Funding announcement China Titanium Resources Holdings (CTRH) to provide up to US$25m for development of Orokolo Bay Industrial Sands Project – Pilot Plant & Full Scale Operation* • Subject to receipt of regulatory approvals, funding will enable project to rapidly move to devel
Slide 16: Orokolo Bay Project – Industrial Mineral Sands
Orokolo Bay Project – Industrial Mineral Sands A mineralised province with potential to become a significant industrial mineral precinct globally FLAGSHIP PROJECT - OROKOLO BAY PROJECT^: JORC Resource: 86 Mt of industrial sand 173Mt @ 9.2% Fe (block model prioritised on +10% magnetite upgrades to 6.
Slide 17: Project Matrix
Project Matrix Project Pipeline Matrix – Target Operational Size & Delivery Current State Operations / Project Project Particulars Next Milestone FID ‘Phase’ cashflow Aiming to be a producer of 250,000 tonnes of Mining Lease , Quicklime and 1.65Mt Cement /clinker within A LIME / CEMENT - PORT MORESB
Slide 18: Indicative Funding Plan
Indicative Funding Plan Indicative 12 Month Funding Plan Horizon / Focus CCL FLAGSHIP PROJECT 1 2 3 4 5 Investor Introduce Asset Co. Existing Loyalty CRTH Funding Introduction Strategic Investment & Adviser Mineral Sands Proposed into Asset Co. - Investor onto Value Central Cement Options & Loan Joi
Slide 19: Thank You
MayurResources THANK YOU
Slide 20: Appendices – Power Generation & Copper Gold
COAL IN PNG APPENDICES – POWER GENERATION & COPPER GOLD mayurresources.com mayurresources.com 20 20
Slide 21: Power Generation
COAL IN PNG POWER GENERATION mayurresources.com mayurresources.com 21 21
Slide 22: Coal, Gas & Hydro to drive PNG Base Load
Coal, Gas, Coal & Hydro to drive PNG Base Load with increasing renewables in the mix PNG imports huge amounts of heavy fuel oil for power generation – but it has its own Coal and Gas PNG’s energy consumption per capita is ~50% below World Bank lower middle income The rest of Asia has taken off since
Slide 23: Power Generation in PNG – domestic fuel source
Power Generation in PNG – domestic fuel source Tenure covering >200km strike – only 0.6% drilled so far (Depot Creek) PNG’s coal region in Gulf Province, Mayur’s licences and proximity to rivers and coast for access to the seaborne markets (domestic and export) +210Mt regional Exploration Target N L
Slide 24: Lae Enviro Energy Park (EEP) Project
Lae Enviro Energy Park (EEP) Project Lae EEP Project Status 3D image of EEP power plant ✓ Definitive Feasibility Study Complete ✓ Detailed PPA submitted to PPL with Coal Delinked from Energy market ✓ Land Lease Secured, PNG Ports – Western Tidal Basin ✓ EIS approved by CEPA with new emissions limits
Slide 25: Copper & Gold
COAL IN PNG COPPER & GOLD mayurresources.com mayurresources.com 25 25
Slide 26: Copper & Gold in PNG
Copper & Gold in PNG Regional setting in the Pacific Ring of Fire OK Tedi Frieda River Simberi Lihir 56MOz Au FENI 2.4Mt Cu, 13Mt Cu, Kainantu 3MOz Au 5MOz Au Copper zone at Porphyry – Epithermal targets North 10MOz Au 20MOz Au depth Significant historical expenditure and drilling identified ‘periph
Slide 27: Copper & Gold Assets - Strategy
Copper & Gold in PNG Copper & Gold Assets - Strategy • Geological rationale based on finding and developing epithermal (volcanic arcs setting) and porphyry systems. Volcanic Arcs & Calderas – Projects EL2094 - RAMBUTYO – LIHIR – ONE OF THE Gold anomalism in WORLD’S LARGEST Name EL # Status Km2 Strea
Slide 28: Competent Persons Statements
COMPETENT PERSONS STATEMENTS Statements contained in this presentation relating to Mineral Resources and Ore Reserves estimates for the Central Cement and Lime Project are based on, and fairly represents, information and supporting documentation prepared by Mr. Rod Huntley, who is a member of the Au
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