Pls Group Limited · ASX:PLS
Pls — Pilbara Minerals — Shareholder Meeting (November 2015)
17 slides from Pls's shareholder meeting presentation, Nov 30, 2015
Slide 1: Annual General Meeting Presentation
ABN 95 112 425 788 ASX ANNOUNCEMENT 30 November 2015 For personal use only Annual General Meeting Presentation Enclosed is a copy of a presentation being made at the conclusion of the Annual General Meeting of Pilbara Minerals Limited, being held in Perth at 10 am (WST) today. Alan Boys Company Secr
Slide 2: Annual General Meeting 2015
For personal use only 30 November 2015 ANNUAL GENERAL MEETING 2015
Slide 3: Disclaimer and Competent Person Statement
For personal use only Disclaimer Competent Person Statement This presentation may contain some references to forecasts, The information in this report that relates to Mineral Resources is estimates, assumptions and other forward-looking statements. based on information compiled by Mr Lauritz Barnes,
Slide 4: Portfolio Summary
PORTFOLIO SUMMARY For personal use only Portfolio of two substantial near-production assets in the Pilbara Imminent production and cash flow from 100% owned Tabba Tabba Tantalum Project – Production STRELLY commencing Q4 2015 Subject to MOU with GAM • Low capital intensity, strong economics, secured
Slide 5: Tabba Tabba Tantalum Project
TABBA TABBA TANTALUM PROJECT For personal use only • Very high grade tantalum project • Four Mining Licenses granted: M45/354; M45/375; M45/376 & M45/377 Tabba Tabba • Commissioning November 2015 pit outline • Fully funded, capex of only $8.0 million ($7.0m already spent) • Imminent cash flow • Mine
Slide 6: Pilgangoora Lithium Project - PLS 100%
PILGANGOORA LITHIUM PROJECT - PLS 100% For personal use only • World Class hard rock spodumene and • Significant potential to increase resource tantalum resource within contiguous block of through in-fill and step-out drilling 3 Mining Licences, 2 Exploration Licences • Exploration Target* of 80-90
Slide 7: Pilgangoora Lithium Central Pegmatites
PILGANGOORA LITHIUM CENTRAL PEGMATITES For personal use only PILBARA MINERALS LIMITED 6
Slide 8: Peer Comparison (Tonnage & Grade)
PEER COMPARISON (TONNAGE & GRADE) For personal use only PILBARA MINERALS LIMITED 7
Slide 9: Pilgangoora DFS Underway
PILGANGOORA DFS UNDERWAY… For personal use only Stage 1 Stage 2 Stage 3 Stage 4 Resource Estimation Conversion of Resource PFS/DFS (JORC Reserve) Finance / Permitting – • JORC Inferred to JORC Indicated • Pit Design, LOM schedule December 2016 /Indicated completed • Metallurgy Underway • Plant proce
Slide 10: Global Lithium Markets Surging Demand - Constrained Supply
GLOBAL LITHIUM MARKETS SURGING DEMAND - CONSTRAINED SUPPLY For personal use only Other, 9% Primary Battery, • Pilgangoora spodumene concentrates 2% meet the metallurgical specifications of Rechargable the entire range of lithium products. Polymer, 5% Battery, 29% Pilgangoora • Over 200% of projected
Slide 11: Strong Demand Outlook
STRONG DEMAND OUTLOOK For personal use only Lithium-ion batteries driving demand • Energy dense consumer batteries • 20%+ annual growth since 2000 • Currently 30% of global market • Electric Vehicles and E-Bikes • Currently 3% of global lithium market • Growth accelerated expected from 2015 • Large
Slide 12: Motor Vehicle Lithium Demand
MOTOR VEHICLE LITHIUM DEMAND For personal use only • Tesla Series 3 to be released in 2017, • China, Japan and Korean Government retail price of US$36,000 policy strongly supports EV’s with large • Chinese car manufacturers targeting sub rebates, zero sales tax and free licensing. $20K EV’s by 2017
Slide 13: PLS News Flow
PLS NEWS FLOW For personal use only Q4 2015 Q1 2016 Q2 2016 • Complete construction of Tabba Tabba treatment plant • Official mine opening • Continuing sale of tantalite concentrates • Commission treatment plant at Tabba Tabba • Ramp up to full production TABBA TABBA • • Complete mine construction –
Slide 14: Thank You
For personal use only THANK YOU www.pilbaraminerals.com.au/
Slide 15: Corporate Overview
CORPORATE OVERVIEW For personal use only Capital Structure ASX: PLS Shares on issue 778 million 2 November 215 Convertible notes 5.7 million @ $1.00 each (proforma) Unlisted Options 112.6 million Market $195 million @ 25¢ capitalisation Top 20 26% shareholders Board & 9% Management Cash at 27/11/201
Slide 16: Board of Directors
BOARD OF DIRECTORS For personal use only Tony Leibowitz Neil Biddle John Young Robert G Adamson Chairman Executive Director Technical Director Non-Executive Director Fellow of The Institute of Geologist and Corporate Geologist and Corporate Geologist with over 40 years Chartered Accountants in Membe
Slide 17: Pilbara Minerals Resource & Reserve Tables
PILBARA MINERALS RESOURCE & RESERVE TABLES For personal use only Tabba Tabba Resource and Reserve Tables Category Tonnage(Kt) Ta2O5 (ppm) Ta2O5 (lbs) Reserves Tonnes Ta2O5 (ppm) Nb2O5 Measured Ta2O5 35.1 1380 107,125 Proved 32,000 1,420 294 Indicated Ta2O5 187.0 1020 418,925 Inferred Ta2O5 96.0 660
Pilbara Minerals — Shareholder Meeting (November 2015) on 6ix