Pls Group Limited · ASX:PLS
Pls — Diggers & Dealers Conference 2021
16 slides from Pls's conference presentation, Aug 3, 2021
Slide 1: Ready for the global energy transformation
Ready for the global energy transformation 2021 Diggers and Dealers Ken Brinsden, Managing Director/CEO Tuesday 3 August 2021 ASX: PLS
Slide 2: Important Notices
Important Notices Not an Offer of Securities This document has been independently prepared by Pilbara Minerals Limited (“Pilbara” or “Pilbara Minerals” or the “Company”) and is dated 3 August 2021. This document is provided for informational purposes and does not constitute or contain an offer, invi
Slide 3: Important Notices
Important Notices U.S. Securities Laws Any securities issued by Pilbara Minerals have not been and will not be registered by Pilbara Minerals under the United States Securities Act of 1933 (“U.S. Securities Act”). Accordingly, such securities may not be offered or sold in the United States except in
Slide 4: Important Notices
Important Notices No new information – Pilgan Plant and Operation (formerly Pilgangoora Plant and Operation) Information concerning the current mineral resource and ore reserve estimates, production targets and forecast information derived from the production targets (including information relating
Slide 5: It’s been a big year for Pilbara Minerals
2021 Diggers and Dealers Conference It’s been a big year for Pilbara Minerals World’s largest One operation Growth and ASX200 independent with two diversification ~$5B market cap lithium operation processing plants opportunities 5
Slide 6: One operation, two processing plants
2021 Diggers and Dealers Conference One operation, two processing plants Providing maximum flexibility and increasing production to up to 580,000tpa spodumene concentrate by mid-CY2022 • Products: ‐ ~6% Li2O spodumene concentrate ‐ +5% primary tantalite concentrate • Pilgan Processing Plant ‐ in pro
Slide 7: Rapid re-emergence from moderated production
2021 Diggers and Dealers Conference Rapid re-emergence from moderated production Steady increase in production during second half of FY21 in response to increasing customer demand 100,000 95,972 90,000 80,000 77,820 77,162 Quarterly spodumene concentrate (dmt) 70,609 71,229 70,000 63,712 62,404 60,0
Slide 8: Upstream expansion strategy
2021 Diggers and Dealers Upstream expansion strategy Flexible growth pathway to capture growing demand in the market and increase revenue Spodumene Concentrate SC6 (ktpa) Pilgangoora resource and asset supports: • phased expansion up to and beyond ~1Mtpa • potential for other value-added lithia base
Slide 9: Battery Material Exchange (BMX)
Diggers and Dealers 2021 Conference Battery Material Exchange (BMX) Partnership with GLX Digital creates a digital trading platform for battery raw materials Sophisticated, digital battery material trading platform Trade unallocated Pilgangoora spodumene Flexible trading – auctions, tenders, bilater
Slide 10: Inaugural BMX auction complete
Diggers and Dealers 2021 Conference Inaugural BMX auction complete First online auction of spodumene concentrate delivers outstanding success 10,000dmt 62 online bids from 5 individual groups bid Highest bidder now spodumene 17 independent ≥US$1,100/dmt FOB entered into sales concentrate buyers duri
Slide 11: Battery Grade Chemicals Price vs Contributing Cost
2021 Diggers and Dealers Conference Battery Grade Chemicals Price (Ex-Works China) vs Contributing Cost 30000 GLX platform designed to 25000 efficiently support the ‘spot Cost/Margin/Price (per tonne LCE) sales’ market opportunity 20000 15000 July 2021 BMX Sales 10000 price/cost Where excess demand/
Slide 12: A diversified product suite
A diversified product suite Positioning to capture value throughout the entire lithium raw material and chemical supply chain Upstream Midstream Downstream Spodumene Lithium Salts Lithium Fine Concentrate 6% Li20 >35% Li20 Chemicals Pilgangoora Operation Scoping Study e.g. JV with POSCO with Calix F
Slide 13: Supporting the global energy transformation
Supporting the global energy transformation Our climate strategy lays the foundation for how we will support global decarbonisation and secure our business for the future Raw material production Sustainable and ethical lithium extraction and processing Initiatives underway: • Ore sorting • Low emiss
Slide 14: Unmute yourself, stand up against disrespect
2021 Diggers and Dealers Conference Unmute yourself, stand up against disrespect We all have a role to play in stamping out disrespectful behaviour in our industry and society We have come a long way, but not far enough We need to do more to address workplace harassment in our industry We need to wo
Slide 15: FY21 sustainability initiatives
2021 Diggers and Dealers Conference FY21 sustainability initiatives • Commence reporting in alignment with Sustainability Accounting Standards Board • Mental health awareness campaign across business and within community • Books in Homes program support for Yandeyarra Community School FY20 Modern Sl
Slide 16: Questions?
Questions? Follow us on pilbaraminerals.com.au | ASX: PLS