Perpetual Resources Ltd. · ASX:PEC
Perpetual Resources — Shareholder Meeting (November 2021)
11 slides from Perpetual Resources's shareholder meeting presentation, Nov 29, 2021
Slide 1: Beharra. The Midwest's leading high grade silica sand project
Beharra. The Midwest’s leading high grade silica sand project. ASX: PEC Annual General Meeting Presentation 29 November 2021
Slide 2: Disclaimer
Disclaimer This presentation contains summary information about Perpetual Resources Ltd (Perpetual) and is current as of 26th November 2021. The information in this presentation is of a general nature and does not purport to be complete nor does it contain all of the information a prospective invest
Slide 3: Competent Persons Statement
Competent Persons Statement The information in this report that relates to the March 2020 Exploration information for the Beharra Project is based on information compiled and fairly represented by Mr Colin Ross Hastings, who is a Member of the Australasian Institute of Mining and Metallurgy and cons
Slide 4: Project Portfolio
Project Portfolio Four discrete Project Hubs – all located proximal to established infrastructure. Beharra1 – the focus • Pre-feasibility study completed with compelling economics • Post tax NPV (ungeared): $231m • Post tax IRR (ungeared): 55% • Initial Capex: $39m • Mining License application grant
Slide 5: Perpetual's Target Markets are the Biggest and Fastest Growing in Asia
Perpetual’s Target Markets are the Biggest and Fastest Growing in Asia 70 68mt 52.5 Million 45mt PEC metric tonnes focus 35 31mt 17.5 15mt 9mt 6mt 2% CAGR 3% CAGR 5% CAGR 5% CAGR 3% CAGR 5% CAGR Other Abrasives Filtration Hydraulic Fracturing Foundry Total Asia Glass Industry 5 Source: IMARC Group,
Slide 6: Beharra: High Grade Silica Sands
Beharra: High Grade Silica Sands LOCATION Approximately 100km south of Geraldton, comprising a north- south striking exploration licence covering an area of about 49 km2 SCALE The project lies within the northern part of the Perth Basin and contains a 13km strike length of high grade silica sand RES
Slide 7: Project Economics
Project Economics Capital Expenditure Cost (A$) Wet Processing Plant $19.1m On Site Infrastructure $3.5M Perpetual’s strategy is to operate with maximum flexibility, Off-Site Infrastructure (Bore field, site access roads) $9.3m aiming to be able to respond to the expected positive Indirect Costs (PC
Slide 8: What Makes Beharra Special
What Makes Simple geology • Clearly defined horizons of white and Superior metallurgy* • Lowest known impurity profile Beharra yellow sand • Selective mining expected to be in the Midwest • Potential for premium product pricing Special straightforward 100% 90% white sand >50% reduction • White sand
Slide 9: White Sand Potential
White Sand Potential • White sand only processing seen as a potentially significant project optimisation scenario • A single 300kg sample of white only sand was tested by IHC Robbins in April 2021, showing significant reductions in the key impurity Fe203 February 2021 PFS April 2021 White Sand Test
Slide 10: Beharra Development Timeline
Beharra Development Timeline 4Q21 1Q22 2Q22 3Q22 4Q22 1Q23 2Q23 3Q23 4Q23 White Sand Met Work Offtake Discussions Environmental Studies Statutory Environmental Approvals DSO Scoping Study PFS Update Definitive Feasibility Study Decision to Fund ★★★ Order Long Lead Items Construction / Install Commis
Slide 11: Julian Babarczy Executive Chairman, Robert Benussi Managing Director
Julian Babarczy Executive Chairman Robert Benussi Managing Director robert.b@pecsilica.com +61 410 415 335 Perpetual Resources Ltd 223 Liverpool St, Darlinghurst NSW 2010 www.perpetualresourceslimited.com.au
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