Podium Minerals Limited · ASX:POD
Podium Minerals — Investor Presentation (September 2022)
22 slides from Podium Minerals's investor presentation, Sep 8, 2022
Slide 1: Planning Australia's First Strategic Supply of Platinum Group Metals
For personal use only PLANNING AUSTRALIA’S FIRST STRATEGIC SUPPLY OF PLATINUM GROUP METALS ASX:POD | PODIUMMINERALS.COM
Slide 2: Important Notice
IMPORTANT NOTICE This Investor Presentation (Presentation) has been prepared by Podium Minerals Limited (ACN 009 200 079) (Company). The information contained in this Presentation has been prepared in good faith by the Company, however no representation or warranty expressed or implied is made as to
Slide 3: Investment Proposition
PODIUM MINERALS Investment Proposition For personal use only Emerging and Significant Resource Tightening Global Market ➢ 3.0Moz 5E PGM + 104k tonnes of Cu + 73k ➢ Declining resources and uncertain supply tonnes Ni + 9k tonnes Co from South Africa and Russia ➢ Near term exploration target of 2.7Moz
Slide 4: What Are Platinum Group Metals (PGM's)?
WHAT ARE PLATINUM GROUP METALS (PGM’s)? Platinum (Pt), Palladium (Pd), Rhodium (Rh), Iridium (Ir), Ruthenium (Ru), Osmium (Os) For personal use only A family of six elements with similar properties and a wide range of applications in multiple industries. The PGM family is often alloyed together and
Slide 5: Common Use Examples of PGM's
COMMON USE EXAMPLES OF PGM’s 2021 PLATINUM DEMAND 7.4 Moz • Forecasted increased loadings of PGM’s used in auto catalysts and fuel cells For personal use only with new emission reduction targets globally • PGM’s are at the heart of hydrogen economy and energy transition Industrial ELECTRIC 32% AUTOM
Slide 6: Global PGM Supply Dominated by Two Countries
GLOBAL PGM SUPPLY DOMINATED BY TWO COUNTRIES 2021 PLATINUM BY COUNTRY1 2021 PALLADIUM BY COUNTRY1 For personal use only Russia Supply ‘000 oz Supply ‘000 oz Pt – 10% Zimbabwe North Pd – 38% North America 6% America Rh – 7% 6% Others 3% South Africa Pt – 6% North 39% Pd – 15% Others America Russia 2%
Slide 7: What Is the Demand Outlook for PGM's?
WHAT IS THE DEMAND OUTLOOK FOR PGM's? Strong market fundamentals suggest prices will be supported in the future For personal use only • Autocatalyst demand in combustion engines is forecast to continue for at least the next 2 decade even with the rise of electric cars. • Legislated emissions standar
Slide 8: Parks Reef - Secure Tenure, Established Mining Precinct
PARKS REEF - SECURE TENURE, ESTABLISHED MINING PRECINCT Critical green metals in the Mid-West For personal use only PLATINUM GROUP METAL ASSET IN PREMIER JURISDICTION • 80km West of Meekatharra in the Mid-West Region of Western Australia • Existing regional infrastructure including major highway, po
Slide 9: High Grade, Bulk Tonnage Deposit
HIGH GRADE, BULK TONNAGE DEPOSIT PGM Horizon Base Metal Horizon 1. Targeted pathway to become Australia’s first PGM producer For personal use only 27.8Mt @ 0.24% Cu and 0.1% Ni with 2. Potential for both open cut mining in addition to long term 52.2Mt @ 1.64g/t 5E PGM 0.30g/t 3E PGM underground mini
Slide 10: Assays Confirm Grade and Consistency of Orebody
ASSAYS CONFIRM GRADE AND CONSISTENCY OF OREBODY Recent assays building towards a resource upgrade Surface For personal use only • Since 2018, +23,000 drill metres have been drilled into the 15km long PGM Reef Target with a 92% success rate in hitting grades >1.0g/t 5E PGM • High historic conversion
Slide 11: Mining Strategy
MINING STRATEGY Concept Mine Designs have commenced to inform future drilling and study work For personal use only Open Cut Mining D&B Haulage Shallow near Medium-High surface mining Waste Movement provides early Bulk Mining access to ore Primary focus is to identify a preferred Waste/Tailings path
Slide 12: Processing / Metallurgy Strategy
PROCESSING / METALLURGY STRATEGY Multiple study paths under refinement For personal use only Flotation Low grade Sulphide Ore concentrate Sulphide flotation Potential customers Primary focus is to create a higher Also referred to tests confirming include Asian PGM grade, higher value PGM refinery as
Slide 13: Activity Tuning to the Proof and Development of Parks Reef
ACTIVITY TUNING TO THE PROOF AND DEVELOPMENT OF PARKS REEF Strong pipeline of upcoming activity For personal use only Q2 - CY2022 Q3 - CY2022 Q4 - CY2022 Q1 - CY2023 Stage 9 & 10 Exploration Diamond drilling DIAMOND DRILLING Assay results STAGE 9 & 10 ASSAYS Resource Update RESOURCE UPDATE Metallurg
Slide 14: The Value of a 5E PGM Ounce at Parks Reef
THE VALUE OF A 5E PGM OUNCE AT PARKS REEF INFERRED RESOURCE METAL WEIGHTED PRICE SPLIT – 1.64g/t 5E PGM (per Ounce) For personal use only (Platinum, Palladium ,Rhodium, Iridium & Gold) Co Pt Pt Ir Ni Rh Cu Au Ir Pd Rh Au Pd 5E PGM2 • Resource grade 1.64g/t 5E PGM in main PGM Horizon • Rhodium and Ir
Slide 15: Experienced, Focused Team
EXPERIENCED, FOCUSED TEAM BOARD AND MANAGEMENT CORPORTE SUMMARY For personal use only CASH AT 31 AUGUST 2022 (unaudited) $6.1 MILLION Mr Dodd is a Chartered Accountant with more than 40 years’ CLAYTON DODD SHARES ON ISSUE 336,558,923 experience in finance and resources in Australia, South Africa and
Slide 16: Value Proposition - Advancing an Australian Supply of PGM's
VALUE PROPOSITION – ADVANCING AN AUSTRALIAN SUPPLY OF PGM's Targeting near-term pit and shallow underground mine operations For personal use only PARKS REEF CAN BE GLOBALLY SIGNIFICANT MINING, PROCESSING, METALLURGY PATHWAY • Current resource contains 3.0M ounces 5E PGM and 102k tonnes • Metallurgy
Slide 17: Appendix
For personal use only APPENDIX
Slide 18: Growing Demand for PGM's
GROWING DEMAND FOR PGM's Platinum, Palladium, Iridium price history (5 years)2 7000 • For personal use only PGM market is expecting shortages from 2023 with rebound in vehicle production and use in chemical sector 6000 5000 • Diversification away from Russian sourced PGM's expected to disrupt the US
Slide 19: How Big Is Parks Reef?
HOW BIG IS PARKS REEF? A proven orebody over 15km in length and open at depth TARGETED GROWTH For personal use only • Recent exploration results may allow the Company to upgrade the resource category in targeted high-grade starter mine areas • The consistency and angle of the ore body suggests a geo
Slide 20: Why Are PGM's Considered Critical?
WHY ARE PGM's CONSIDERED CRITICAL? EU Classification of Critical Raw Materials4 What classifies a mineral as PGM's under these criteria For personal use only critical?1 Essential for the functioning of Substitution between PGM's is possible but generally modern technology, economy or results in a lo
Slide 21: 5E PGM Resource Upgrade
5E PGM RESOURCE UPGRADE 3.0 million ounces plus 104,000 tonnes Copper plus Nickel and Cobalt For personal use only MINERAL RESOURCES DEFINED OVER 15KM STRIKE LENGTH Inferred JORC Mineral Resource Estimate for Parks Reef 1 containing a total of 3.0 million ounces of combined platinum, palladium, rhod
Slide 22: For personal use only
Sam Rodda For personal use only (+61) 8 9218 8878 samr@podiumminerals.com Podium Minerals Limited ACN 009 200 079 Level 1, 234 Churchill Avenue Subiaco, Western Australia 6008 T +61 (0) 8 9218 8878 W www.podiumminerals.com
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