Pinnacle Minerals Limited · ASX:PIM
Pinnacle Minerals — Investor Presentation (March 2022)
19 slides from Pinnacle Minerals's investor presentation, Mar 23, 2022
Slide 1: Pinnacle Minerals Limited
PINNACLE MINERALS LIMITED For personal use only Australian industrial minerals development company 23 March 2022
Slide 2: Disclaimer and Forward-Looking Statements
DISCLAIMER AND FORWARD-LOOKING STATEMENTS This presentation contains summary information about Pinnacle Minerals Ltd (PIM or the Company). For personal use only Summary of information: This presentation contains general and background information about the Company’s activities Risks: Any investment
Slide 3: Corporate Overview
CORPORATE OVERVIEW For personal use only Who we are Pinnacle Minerals Ltd (ASX: PIM) is an ASX listed technology metals company focused on delivering shareholder value via the systematic exploration and development of its portfolio of kaolin and halloysite prospective projects in Western Australia a
Slide 4: Board of Directors
BOARD OF DIRECTORS William (Bill) Witham Robert Hodby Lincoln Liu For personal use only Chairman Executive Director Non-Executive Director BSc (Hons) Geology UWA MAIG BCom, CPA (Australia) BBus, MCom, MBA Bill has held senior executive roles across the Robert holds a Bachelor of Commerce from Over t
Slide 5: Four Kaolin Projects in Australia
FOUR KAOLIN PROJECTS IN AUSTRALIA Two projects in Two projects in For personal use only Western Australia South Australia 1 Bobalong Kaolin Project, WA • Scoping Study and drilling completed • Two granted tenements covering 116.61 km2 • Tambellup, 300km southeast of Perth 2 Holly Kaolin Project, WA
Slide 6: What is Kaolin?
WHAT IS KAOLIN? New economy industrial mineral finding new uses in a For personal use only high tech world Most researched clay mineral in the World White, fine, soft, plastic clay material that is inert, insoluble in water and hydrophilic Applications include ceramics, fiberglass, paper coat, rubbe
Slide 7: Kaolin Market
KAOLIN MARKET US$6.4B US$8.23B Halloysite noodles For personal use only Current global market and Global market expected to rising due to global shortage reach in 2024 9 mt pa 1 mt pa Chinese market estimated Japanese market estimated Samples at Bobalong Massive upward rerating of value on ASX with
Slide 8: Bobalong Kaolin Project, WA
BOBALONG KAOLIN PROJECT, WA For personal use only Two granted tenements covering 116.61km2 near Tambellup in WA Advanced project with drilling and Scoping Study completed on two areas Kaolin samples tested at Intertek Genalysis in Australia and Wuhan University of Technology in China DSO export pote
Slide 9: Bobalong Kaolin Project, WA – Drilling
BOBALONG KAOLIN PROJECT, WA Drilling at Bobalong Two drilling campaigns completed at Bill’s Middle and For personal use only Tambellup East High whiteness, high brightness - 80% to 85% brightness, 38.3% Al2O3 and 45.9% SiO2 Small particle size, high opacity and low impurity results indicate high val
Slide 10: Holly Kaolin Project, WA
HOLLY KAOLIN PROJECT, WA For personal use only Two granted tenements covering 268 km2 20km east of Kojonup in WA. 20km from the Bobalong Project 1995 CRA drilled 102 aircore holes for 1,224m between 1m and 24m deep Massive Exploration Target of between 140mt and 350mt of kaolin over 5km2 area with a
Slide 11: White Knight Kaolin-Halloysite Project, SA
WHITE KNIGHT KAOLIN-HALLOYSITE PROJECT, SA For personal use only Three exploration licence applications (ELA’s) covering 1,051 km2 on the western Eyre Peninsula Project is next to high-grade kaolinite and halloysite discovery at Gibraltar (OAR Resources) ELA 2021/00016 40km east of Andromeda’s high-
Slide 12: Camel Lake Kaolin-Halloysite Project, SA
CAMEL LAKE KAOLIN-HALLOYSITE PROJECT, SA For personal use only One exploration licence application (ELA) covering 892km2 at Maralinga, SA Project is next to high-grade discovery at Camel Lake by Andromeda ELA2020/00230 surrounds the 100mt Camel Lake halloysite project Rio Tinto and Iluka identified
Slide 13: Products, Sales and R&D
PRODUCTS, SALES AND R&D Product testing facility Numerous routes to production – DSO, beneficiated product, For personal use only HPA, Research and Development. Product report Q2 2022 500kg samples from Bobalong with potential customers for process testing and product qualification (see schedule bel
Slide 14: ASX Kaolin Companies
ASX KAOLIN COMPANIES The Enterprise Value of the kaolin peer group averages over 10x Pinnacle (ex. ADN) For personal use only As at 22 March 2022, Source: ASX Company Enterprise Value Commodity Status Project Location Pinnacle Minerals (IPO Q1 2022) 2.5 Halloysite kaolin Scoping Study Tambellup, WA
Slide 15: Indicative Milestones and Value Drivers
*INDICATIVE MILESTONES AND VALUE DRIVERS For personal use only Bulk sample results for product analysis and marketing Drilling results at Bobalong and Holly in WA Licences granted in SA and commencement of drilling Feasibility study Path to cash flow Drilling at Bobalong *Milestones are indicative o
Slide 16: Indicative News Flow
*INDICATIVE NEWS FLOW March: Drilling at Bill’s Middle target, Bobalong Project – previous drilling intersected kaolin. Plan for For personal use only sufficient drilling to define resource (target minimum 5Mt) March/April: Land access agreements for Holly Project April: Assay results from Bobalong
Slide 17: Contacts
CONTACTS BILL WITHAM For personal use only Chairman +61 417 097 172 [email protected] STEPHEN ROSS Director +61 401 694 311 [email protected] ROB HODBY Director +61 407 770 183 [email protected] © 2022 Pinnacle Minerals Limited. All rights r
Slide 18: Tight Capital Structure
TIGHT CAPITAL STRUCTURE For personal use only Description Amount Price $ Amount % of SOI Total Market Capitalisation 36,375,000 20c $7,275,000 100% Cash (before Costs) 20c $4,800,000 Enterprise Value (before Costs) 20c $2,475,000 Proposed Loyalty Options Issue 25c, 3-year expiry Proposed Loyalty Opt
Slide 19: Development Budget – Years
DEVELOPMENT BUDGET – 2 YEARS Subscription For personal use only Funds Available % of Funds $4,500,000 Existing cash reserves 300,000 6.00 Funds raised from the Offer 4,500,000 94.00 TOTAL 4,800,000 100 ALLOCATION OF FUNDS Granted Tenement Exploration Heritage 120,000 2.50 Surface and relogging 320,0
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