Pls Group Limited · ASX:PLS
Pls — Pilbara Minerals — Diggers & Dealers Mining Forum 2018
19 slides from Pls's conference presentation, Aug 7, 2018
Slide 1: Pilgangoora: A globally significant lithium-tantalum project
Pilgangoora A globally significant lithium-tantalum project Ken Brinsden, Managing Director and CEO Diggers & Dealers Mining Forum 7 August 2018 ASX: PLS 1
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 7/08/2018. This document is provided for informational purposes and does not constitute or contain an offer, invitation, sol
Slide 3: Important Notices and Competent Persons Statement
Important Notices and Competent Persons Statement Not Financial Product Advice This document does not constitute financial product advice or take into account your investment objectives, taxation situation, financial situation or needs. This document consists purely of factual information and does n
Slide 4: Pilgangoora Lithium-Tantalum Project
Pilgangoora Lithium-Tantalum Project Exploration One of the largest spodumene- tantalite resources in the world • 100% ownership • Stage 1, 2Mtpa processing plant • LOM Stage 1 Production of 330,000tpa Construction concentrate • Established transport and port infrastructure • Commissioning underway,
Slide 5: Pilgangoora - the journey so far
Pilgangoora - the journey so far Click here to watch the Pilgangoora project timelapse video Pilgangoora Project Development – Timelapse Video 5 Video – Pilgangoora Project Development Timeline
Slide 6: Production and cash-flow today….
Production and cash-flow today…. Flagship Pilgangoora Lithium-Tantalum project – from first drill hole to commissioning in under four years • Long project life • First concentrate produced • First concentrate shipment set for August 2018 • Constructed on time • DSO shipments generating early cash-fl
Slide 7: ….with exceptional growth tomorrow
….with exceptional growth tomorrow Pilgangoora Lithium-Tantalum project – a globally significant hard rock lithium resource • Stage 2, 5Mtpa expansion DFS released, 150% increase in production • +100,000 tonnes LCE basis • Positioned to be in the top 3 lithium raw material producers globally by 2020
Slide 8: Stage 2, 5Mtpa expansion
Aerial photograph of current construction progress w/- Stage 2 3D model overlay Stage 2, 5Mtpa expansion DFS results and offtake partner confidence support major expansion at Pilgangoora • Additional 3Mtpa processing circuit • Total processing capacity increase to 5Mtpa • Average annual production o
Slide 9: Major producer of lithium chemicals in China; biggest steel producer in South Korea
Major producer of lithium chemicals in China Biggest steel producer in South Korea • Highly experienced with more than 15 years of • Listed on KSX, market cap US$29.5B operational and technical know how • Largest producer of automotive grade steel • Customers include top cathode producers in China •
Slide 10: Connected to the entire supply chain
Connected to the entire supply chain Chemical Pre-Cursor Converters Cathode Cells & Li Resource EVs Cathode Material Battery Packs Battery Grade Material LiOH / LC * * * 10 *Potential PLS JV partners
Slide 11: One of the best lithium raw material projects in the world
One of the best lithium raw material projects in the world - High grade lithium resources Low cost - Valuable tantalum bi-product - Project size and processing capacity - Stage 2 5Mtpa 17 year mine life - Mineral Resource 213Mt grading 1.32% Li2O (spodumene) and 116ppm Ta2O5 Long life and 0.69% Fe2O
Slide 12: APPENDICES
APPENDICES 12
Slide 13: Corporate overview
Corporate overview Capital structure ASX: PLS Current share price (as at 6 August 2018) A$0.91 Shares on issue 1,740 million Options on issue1 55 million Market capitalisation2 A$1.6 billion Cash at bank3 A$120M Top 20 shareholders (as at 29 June 2018) 37% 3 month average daily volume4 A$0.938 1Opti
Slide 14: Board of directors
Board of directors Tony Kiernan Ken Brinsden Nick Cernotta Sally-Anne Layman Steve Scudamore Non-Executive Chairman Managing Director & CEO Non-Executive Director Non-Executive Director Non-Executive Director Highly experienced company Mining engineer with over 25 years’ Highly experienced mining ex
Slide 15: Resources & reserves
Resources & reserves Pilgangoora Project – JORC Mineral Resource Estimate (May 2018) Li2O Ta2O5 Fe2O3 Li2O Ta2O5 Category Mt (%) (ppm) (%) (T) (M lb) TOTAL Measured 22.1 1.41 146 0.42 311,000 7.1 Indicated 107.0 1.34 119 0.65 1,435,000 28.0 Inferred 84.2 1.27 105 0.80 1,071,000 19.4 Combined 213.3 1
Slide 16: Pilgangoora project overview
Pilgangoora project overview Plant Commissioned Calindi Camp Monster Pit Central ROM 16
Slide 17: Pilgangoora processing plant
Pilgangoora processing plant 17
Slide 18: Offtake for 100% of stage 1 and 2 of Pilgangoora
Offtake for 100% of stage 1 and 2 of Pilgangoora Pilbara Mining Minerals (SC 6.0) Stage 1 Stage 1 = ≈43Ktpa LCE Stage 2 Spodumene 300kt-350ktpa 500kt-550ktpa Production Stage 1+2= >110ktpa LCE 2018 2020 General Ganfeng Ganfeng Lithium Great Wall POSCO Spodumene Lithium Motors 80ktpa + Lithium 75ktpa
Slide 19: What sets us apart
What sets us apart LOW COST, LONG LIFE LITHIUM AND TANTALUM PRODUCER HIGH QUALITY PRODUCTS LEADING GLOBAL OFFTAKE PARTNERS COMMITTED TO 100% OF STAGE 1 AND 2 PRODUCTION PILGANGOORA COMMISSIONING IN UNDER 4 YEARS FROM FIRST DRILL HOLE SIGNIFICANT UPSIDE TO INCREASE MINERAL RESOURCES AND ORE RESERVES
Pilbara Minerals — Diggers & Dealers Mining Forum 2018 on 6ix