Podium Minerals Limited · ASX:POD
Podium Minerals — Investor Presentation (April 2019)
20 slides from Podium Minerals's investor presentation, Apr 4, 2019
Slide 1: Australian Roadshow April 2019
For personal use only PLATINUM – PALLADIUM – GOLD BASE METALS in WESTERN AUSTRALIA AUSTRALIAN ROADSHOW APRIL 2019 ASX: POD | www.podiumminerals.com
Slide 2: Important Notice
IMPORTANT NOTICE This corporate presentation (Presentation) has been prepared by Podium Minerals Limited (ACN 009 200 079) (Company). For personal use only The information contained in this Presentation has been prepared in good faith by the Company, however no representation or warranty expressed o
Slide 3: An Australian PGM Play
AN AUSTRALIAN PGM PLAY A UNIQUE ASX INVESTMENT OPPORTUNITY For personal use only ➢ Listed in February 2018 - achieved rapid progress and delivered on IPO work programs ➢ Unique exposure to PGM market with an Australian based project: • strong demand driven by global adoption of vehicle emission stan
Slide 4: Company Snapshot
COMPANY SNAPSHOT A TEAM WITH DEMONSTRATED DELIVERY CAPABILITY For personal use only Capital Structure Key Shareholders (% issued capital) Shares on Issue 95,664,967 Directors 39.8% Market Cap (undiluted at 8.0c/share) $7.65m Drawbridge Fund Ltd 11.4% Cash on hand (31 December 2018) $0.95m Michelen C
Slide 5: Delivering Results and Newsflow
DELIVERING RESULTS AND NEWSFLOW For personal use only ASX listing Deeper drilling results shows Maiden Mineral Resource mineralisation open at depth in Parks Reef 28 Feb 2018 17 May 2018 16 Oct 2018 Initial drill results Drilling commences in Parks Reef Base metal mineralisation central zone and Kee
Slide 6: Platinum Group Metal (PGM) Market
PLATINUM GROUP METAL (PGM) MARKET PALLADIUM PRICE TREND DRIVEN BY FUNDAMENTAL SUPPLY DEFICIT For personal use only Pr icing - 3E PG M Gold Platinum Palladium 1,600 1,400 1,200 USD per oz 1,000 800 600 400 Jan-16 Jan-17 Jan-18 Jan-19 Source: LBMA and LPPM PM Fix Prices (1/1/2016 to 29/3/2019) – data
Slide 7: PGM – A Clean Air Commodity
PGM – A CLEAN AIR COMMODITY PLATINUM For personal use only ➢ Rare precious / industrial metal with unique catalytic and physical properties (high ductility, density and very non-reactive) ➢ Historically traded at a premium to gold price ➢ Over 90% of world production comes from South Africa (73%), R
Slide 8: 2018 Supply / Demand – Ongoing Pd Shortfall
2018 SUPPLY / DEMAND – ONGOING Pd SHORTFALL For personal use only PLATINUM 555koz disinvestment PALLADIUM Data Source: Johnson Matthey ‘PGM Market Report - February 2019’ Australian Roadshow – April 2019 Slide 8
Slide 9: Strong Asset Base: WRC Geological Complex
STRONG ASSET BASE WRC GEOLOGICAL COMPLEX For personal use only ➢ Podium’s core projects are located within the Weld Range Complex (WRC) in the Mid West Region of Western Australia ➢ Granted Mining Leases with an area of 77km2 covering the entire WRC ➢ Mining Agreement signed with Native Title Partie
Slide 10: Parks Reef
PARKS REEF PGM – GOLD – BASE METALS For personal use only ➢ Near surface PGM mineralisation identified over a 15km strike length ➢ Podium resource drilling in western and central zones extend along a combined length of approximately 4.5km ➢ Drilling has demonstrated a thick and steeply dipping miner
Slide 11: Drilling and Resources
DRILLING AND RESOURCES For personal use only Australian Roadshow – April 2019 Slide 11
Slide 12: Mineral Resources
MINERAL RESOURCES RESOURCE UPGRADE BASED ON WESTERN AND CENTRAL ZONE DRILLING For personal use only ➢ Inferred JORC Mineral Resource Estimate for Parks Reef 2 containing a total of 740,000 ounces of combined platinum, palladium and gold plus base metal credits: Tonnes Pt Pd Au 3E PGM 3E PGM Cu Ni Ho
Slide 13: Exploration Target
EXPLORATION TARGET EXPLORATION TARGET INCREASE BASED ON RESOURCE DRILLING For personal use only ➢ Exploration Target for the main PGM horizon in Parks Reef increased to 3.1 to 5.8 million ounces within 200m of surface including 1.5 to 2.6 million ounces within 100m of surface: Parks Reef Tonnage (Mt
Slide 14: What Is Next?
WHAT IS NEXT? PARKS REEF For personal use only ➢ Drilling programs designed for efficient and systematic resource extension of Parks Reef along strike: • staged completion of circa 9,000m to 10,000m drilling • objective to deliver inferred resources in-line with Exploration Target within 100m of sur
Slide 15: Unique ASX Investment Opportunity
UNIQUE ASX INVESTMENT OPPORTUNITY ➢ Company For personal use only ✓ Experienced management ✓ Proven track record of delivering results and newsflow ➢ Project ✓ Granted Mining Leases and Native Title Agreement in an established Australian mining region ✓ Thick near surface PGM-Au-base metal mineralis
Slide 16: Contacts
CONTACTS For personal use only PODIUM MINERALS LIMITED Tom Stynes Chief Executive Officer T: +618 9218 8878 E: toms@podiumminerals.com Australian Roadshow – April 2019 Slide 16
Slide 17: Additional Information
For personal use only ADDITIONAL INFORMATION Australian Roadshow – April 2019 Slide 17
Slide 18: Mineral Resources
MINERAL RESOURCES Inferred Mineral Resource for Parks Reef PGM Horizon For personal use only Tonnes Pt Pd Au 3E PGM Cu Ni Horizon Mt g/t g/t g/t g/t % % Oxide 1.4 0.83 0.45 0.27 1.55 0.23 0.11 PGM - Upper Fresh 2.0 0.85 0.43 0.29 1.57 0.20 0.09 Sub-total 3.4 0.84 0.44 0.28 1.56 0.21 0.10 Oxide 6.6 0
Slide 19: PGM Market Balance
PGM MARKET BALANCE For personal use only Supply / Demand Balance Platinum '000 oz 2013 2014 2015 2016 2017 2018 (f) Supply Mine Supply 5,846 5,153 6,107 6,097 6,105 6,108 Recycling 2,013 2,061 1,713 1,934 2,072 2,215 7,859 7,214 7,820 8,031 8,177 8,323 Demand Autocatalyst 2,937 3,064 3,244 3,342 3,2
Slide 20: For personal use only
For personal use only