Pls Group Limited · ASX:PLS
Pls — Pilbara Minerals — Roskill Lithium Mine to Market Conference 2020
17 slides from Pls's conference presentation, Feb 12, 2020
Slide 1: Evolving landscape of strategic partnerships in the lithium supply chain
Evolving landscape of strategic partnerships For personal use only in the lithium supply chain Dale Henderson, Chief Operating Officer Roskill Lithium Mine to Market Conference 12th to 13th February 2020 ASX: PLS
Slide 2: Important Notices and Competent Persons Statement
Important Notices and Competent Persons Statement Not an Offer of Securities This document has been independently prepared by Pilbara Minerals Limited (“Pilbara”) and is dated 12/02/2020. This document is provided for informational purposes and does not constitute or contain an offer, invitation, so
Slide 3: Important Notices and Competent Persons Statement
Important Notices and Competent Persons Statement U.S. Securities Laws Any securities issued by Pilbara have not been and will not be registered by Pilbara under the United States Securities Act of 1933 (“U.S. Securities Act”). Accordingly, such securities may not be offered or sold in the United St
Slide 4: Changing Energy Landscape
Changing Energy Landscape Driving the Lithium-Ion battery industry development For personal use only Growth Drivers Industry Themes • Scale – across supply chain (mines, chemical ENVIRONMENTAL SUSTAINABILITY converters, battery makers and OEM's) (ESG, Climate change) • ESG focus increasing • Clean e
Slide 5: Pilbara Minerals
Pilbara Minerals Operating Pilgangoora - one of the largest spodumene- tantalite resources in the world For personal use only • ASX200, $723M1 market cap • 100% owned Pilgangoora Lithium-Tantalum project • 23 year mine life at 5Mtpa processing capacity • Products: • ~6% Li2O spodumene concentrate •
Slide 6: Pilgangoora – globally significant hard rock lithium resource
Pilgangoora – globally significant hard rock lithium resource For personal use only Amongst largest global hard-rock resources 6
Slide 7: Strong relationships with leading, global partners
Strong relationships with leading, global partners Strategic Partner Partnerships Capacity (Current and Future) Strategic partnership with major Chinese 22kt LCE - Jiangxi and Jiangsu For personal use only battery industry participants. China’s fourth largest Future: 82kt LCE on construction of Hube
Slide 8: Pilgangoora Operation
Pilgangoora Operation For personal use only 8
Slide 9: Pilgangoora Operation
Pilgangoora Operation For personal use only 9
Slide 10: Pilgangoora Operation
Pilgangoora Operation For personal use only 10
Slide 11: Downstream Participation
Downstream Participation For personal use only POSCO receiving Australia-Korea Business Partnership Award for partnership with Pilbara Minerals, January 2020 Gwang-Yang PosLX Upstream and Downstream Plant under operation 11
Slide 12: Pilgangoora Operation Journey
Pilgangoora Operation Journey Explorer to producer and now moving through soft cycle. For personal use only Quarterly Production (dmt) Nameplate production 70,000 Commissioning & Ramp-Up Moderated • ~330,000tpa, ~6% Li2O spodumene concentrate Production • ~321,000lbspa, +5% primary tantalite concent
Slide 13: Lithium-Ion supply chain: Strong themes shaping demand
Lithium-Ion supply chain Strong themes shaping demand For personal use only Drivers Recent Examples • Increasing discussions on climate events (e.g. 2019/20 Australian bush fires, climate ENVIRONMENTAL change protests across globe in September 2019), • Government policy (e.g. UK Government to ban ne
Slide 14: Big Industry Moves Continue
Big Industry Moves Continue For personal use only Tesla partners with LG Chem, CATL for battery supply (source www.reuters.com 30 January 2020) BMW boosts CATL battery order to €$7.3B, signs €$2.9B battery order with Samsung SDI (source www.greencarcongress.com 21 November 2019) VW breaks ground on
Slide 15: Pilbara's Partners making big moves
Pilbara's Partners making big moves Long-term, high value contracts being signed throughout the supply chain For personal use only Ganfeng Lithium signs supply agreement with BMW (US$599M) (source www.metalbulletin.com 12 December 2019) POSCO Chemical to Supply Anode Materials for EV Batteries to LG
Slide 16: Industry Themes
Industry Themes Evolving landscape of Strategic Partnerships shaped by… For personal use only QUALITY COST SUSTAINABILITY World class Tier 1 Asset Resource Grade & Scale Location • Resource - 226.0Mt @ 1.27% Li2O • Stage 1, 330ktpa (in operation) • Australia represents low geopolitical risk • Large
Slide 17: pilbaraminerals.com.au
For personal use only ASX: PLS pilbaraminerals.com.au Follow us on
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