Pls Group Limited · ASX:PLS
Pls — Pilbara Minerals — Resources Rising Stars Luncheon Series (June 2015)
15 slides from Pls's conference presentation, Jun 2, 2015
Slide 1: ASX cover letter: Resources Rising Stars Luncheon Series presentation
ABN 95 112 425 788 2 June 2015 For personal use only ASX Announcements Platform Bridge Street Sydney NSW 2000 Presentation Resources Rising Stars Luncheon Series We enclose a copy of the presentation being made by Pilbara Minerals’ Executive Director Neil Biddle to the Resources Rising Stars investo
Slide 2: Production, Cash Flow, Growth
For personal use only Production, Cash Flow, Growth An emerging Australian strategic metals producer – June 2015 Investor Update
Slide 3: Project Summary
Project Summary • An emerging, low-cost producer of tantalum and lithium For personal use only • Portfolio of two substantial near-production assets in the Pilbara • Located within 100km of Port Hedland – excellent infrastructure • Imminent production and cash flow from Tabba Tabba Tantalum Project
Slide 4: Quality Strategic Partners
Quality Strategic Partners Nagrom For personal use only 5 Year Mining and • World-recognised metallurgical laboratory and tantalum Off-take Agreement processing specialists since 1978 with GAM • Nagrom metallurgical staff will operate Tabba Tabba plant, ensuring optimum recovery and profit Global Ad
Slide 5: Tabba Tabba Tantalum Project
Tabba Tabba Tantalum Project • Very high grade tantalum project For personal use only • Four Mining Licences granted: M45/354; M45/375; M45/376 and M45/377 • Environmental approvals completed, operating permits due now • Fully funded, capex of only $8.0 million ($7.0m already spent) • Mine in constr
Slide 6: Tantalum – Rare and Highly Valuable Metal
Tantalum – Rare and Highly Valuable Metal • Classified as a rare or specialty metal For personal use only • Refined tantalum (99.999% Ta) has a market value between US$400-500,000 per tonne • Tantalite, Ta2O5, has an approximate market value of US$200,000 per tonne • Largest deposits located in Aust
Slide 7: Pilgangoora Lithium-Tantalite Project – PLS 100%
Pilgangoora Lithium-Tantalite Project – PLS 100% • 100% owned world class Lithium and Tantalite resource within For personal use only contiguous block of 3 Mining Licences, 2 Exploration Licences • Indicated and Inferred Resource of 23.8Mt @ 0.021% Ta2O5 containing 11.3Mlb of Ta2O5, including 20.48M
Slide 8: Southern Pegmatite – Typical X-Section
Southern Pegmatite – Typical X-Section For personal use only • Broad Intersections of High Grade Lithia from near surface • 35m @ 1.60% from surface 21m @ 1.69% from 28metres 24m @ 1.35% from 30metres 09m @ 1.40% from surface 06m @ 1.75% from 5 metres • Current infill drill program over 1km x 200m w
Slide 9: Industry Benchmark of Pilgangoora Lithium-Tantalite Project
Industry Benchmark of Pilgangoora Lithium-Tantalite Project For personal use only
Slide 10: Global Lithium Markets
Global Lithium Markets For personal use only • Pilgangoora spodumene concentrates meet the precursor metallurgical specifications of the entire range of lithium products. • Spodumene Concentrate Grade : 6.5% Li20, 0.09% iron oxides, all other oxide content within highest quality range of specificati
Slide 11: Strong Demand Outlook
Strong Demand Outlook Lithium-ion batteries driving demand For personal use only • Energy dense consumer batteries • 20%+ annual growth since 2000 • Currently 30% of global market • Electric Vehicles • Currently <1% of global market • Growth accelerated expected from 2015 • Large format batteries fo
Slide 12: Motor Vehicle Lithium Demand
Motor Vehicle Lithium Demand • Tesla’s electric car sales are up 55% from last year… For personal use only • With a current market cap of $26BN USD, Tesla is widely tipped to be the first company to take electric cars to the masses. • Rumours abound that software giant Apple, after revolutionising h
Slide 13: Corporate Overview
Corporate Overview ASX CODE: PLS Capital Structure ASX: PLS For personal use only Shares on issue (proforma) 635 million 1.05m @ $1.00 each (expy 9/15 & 11/15) Convertible notes 5.7m @ $1.00 each (expy 12/16 & 1/17) proforma 39 million (expy 3/17 @3c) Unlisted Options 71.25 million (expy 12/16 & 1/1
Slide 14: Disclaimer and Competent Person's Statement
Disclaimer and Competent Person’s Statement Disclaimer For personal use only • This presentation may contain some references to forecasts, estimates, assumptions and other forward-looking statements. Although the company believes that its expectations, estimates and forecast outcomes are based on re
Slide 15: Pilbara Minerals Resource and Reserve Tables
Pilbara Minerals Resource and Reserve Tables • Tabba Resource and Reserve Tables For personal use only Category Tonnage(Kt) Ta2O5 (ppm) Ta2O5 (Mlbs) Reserves Tonnes Ta2O5 ppm Nb2O5 Proved 32,000 1,420 294 Measured Ta2O5 35.1 1380 107,125 Probable Plus inferred 129,000 1,249 292 Indicated Ta2O5 187.0
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