The New Oil – A Perfect Hedge?
J u n e 2019
T S X V : P L U | OTC Q B : P L U U F
The New Oil A Perfect Hedge? J u n e 2019 T S X V : P L U | OTC - - PowerPoint PPT Presentation
The New Oil A Perfect Hedge? J u n e 2019 T S X V : P L U | OTC Q B : P L U U F Cautionary Language The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete.
J u n e 2019
T S X V : P L U | OTC Q B : P L U U F
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The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed are based upon our analysis and interpretation and are not to be construed as a solicitation or offer to buy or sell the securities mentioned herein. This presentation includes certain forward-looking statements concerning the future performance of Plateau Energy Metals’ business, operations and financial performance and condition, as well as management's objectives, strategies, beliefs and intentions as at June 5, 2019. Forward-looking statements are frequently identified by such words as "may", "will", "plan", "expect", "anticipate", "estimate", "intend" and similar words referring to future events and results. Forward-looking statements are based on the current opinions and expectations of management. Forward-looking statements and forward-looking information include, but are not limited to, statements with respect to estimated production and mine life; the future price of lithium and uranium; the estimation of mineral reserves and resources; the realization of mineral resource and reserve estimates; the timing and amount of estimated future production; costs of production; success
fluctuating commodity prices, competitive risks, the availability of financing, variations in grades or recovery rates, the interpretation of drill results, the geology, grade and continuity of mineral deposits and conclusions of economic evaluations, results of any initial feasibility, pre-feasibility and feasibility studies, and the possibility that any future exploration, development or mining results will not be consistent with
in exploration or development activities or the completion of feasibility studies, if any, the uncertainty of profitability based upon the cyclical nature of the industry in which we operate, delays in obtaining governmental approvals or in the completion of development or construction activities, risks related to environmental regulation and liability, political and regulatory risks associated with mining and exploration, risks related to the certainty of title to our properties, risks relating to international operations, fluctuating currency exchange rates, changes in project parameters, the possibility of project cost overruns or unanticipated costs and expenses, labour disputes (including work stoppages and strikes) and other risks of the mining industry, failure of plant, equipment or processes to operate as anticipated, as described in more detail in the Company's recent securities filings available at www.sedar.com. Actual events or results may differ materially from those projected in the forward-looking statements and Plateau cautions against placing undue reliance thereon. Neither Plateau Energy Metals nor its management assume any obligation to revise or update these forward-looking statements. The preliminary economic assessment is preliminary in nature, it includes inferred mineral resources that are considered too speculative geologically to have the economic considerations applied to them that would enable them to be categorized as mineral reserves, and there is no certainty that the preliminary economic assessment will be realized. Qualified Persons
scientific and technical information contained in this presentation.
Plateau Energy Metals
“Air pollution is considered the greatest environment risk to health” “Air pollution kills 1.1 million in India and more than 3 million people each year”
4 Plateau Energy Metals
Source: Benchmark Mineral Intelligence, February 2019 publication (Financing 2030: How Much Money & Material is Needed to Make the EV Supply Chain Happen?)
Canada Target of 30% penetration of EV sales by 2030 (Quebec targeting 100% zero emissions by 2050) BC recently tabled Zero Emissions Vehicles Act – 100% zero emission new vehicle sales by 2040, targets starting 2025 at 10% USA No federal target set, 10 states have set targets for 100% zero emissions vehicles by 2050 Mexico & Brazil Target of 30% penetration of electric vehicle sales by 2030 Israel Proposal to end ICE sales by 2030 India Proposal to end ICE sales by 2030 China Target of 5% penetration of EV sales by 2020, 20% by 2025 Japan & South Korea Target of 30% penetration of EV sales by 2030
Government Policy Continues to Support Electric Vehicle Adoption
UK & France Proposal to end ICE (internal combustion engines) by 2040 Norway & Netherlands Proposal to end ICE sales by 2035 Germany Proposal to end ICE sales by 2030 Italy Target of 30% penetration of EV sales by 2030 Europe Considerations for EU wide ban of ICE by 2030
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* Source: Visualist Capital (February 2017)
Lithium-ion batteries are essential in current and future technology as the world becomes greener.
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Since 2010, +80% reduction in cost per kWh, and with 25% of the cost of an electric vehicle (EV) being the battery, more affordable EVs will hit the market, leading to mass adoption.
* Source: Benchmark Mineral Intelligence
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Growing Sectors Consumers Demand Demand for lithium is growing 20% per year *
* Source: Benchmark Mineral Intelligence
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Electric Car Adoption Rates
* Source: Dent Research
Plateau Energy Metals
Macusani Uranium Project
Early Development Stage
Falchani Lithium Project
Advanced Exploration Stage 11
Sixth Largest Hard Rock Lithium Deposit in the World *
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Quality
battery grade lithium carbonate 99.74% with low impurities Development Potential
Growth Potential
largest Li deposit globally
based on only ~30%
Excellent Infrastructure
Supply Security (Peru)
stable jurisdiction
mining practices
* Based on the Company’s review of publicly available information as at March 4, 2019
Kick off PEA Appointed Advisory Board Resource Update
David Laing
Q1 2019 (complete) Q1 2019 (complete) Q1 2019 (complete)
Metallurgical Studies Ph II
process routes to identify preferred path Q2 2019 Q2 2019
Techno-economic trade-off Studies
select one or more optimal processing route(s) End of H1 2019
Falchani PEA
end of H1 2019 13
PlateauEnergyMetals.com (416) 628-9600 Alex@PlateauEnergyMetals.com @pluenergy
Alex Holmes, CEO & Director
Plateau Energy Metals
Philip Gibbs
CFO
experience
Technical Consultants
Alex Holmes
CEO & Director
Shares outstanding* ~79.5 million Options ~7.8 M @ C$0.35 – C$1.14 Warrants ~5.0 M @ C$0.90 – C$1.25 Fully diluted ~92.3 million
TSX-V: PLU | OTCQB:PLUUF
Laurence Stefan
President, COO & Director
Ted O’Connor
Wayne Drier
Director
Alan Ferry
Chair, Director
Maryse Belanger
Director
Christian Milau
Director
Analyst Coverage Market capitalization ~C$46 million Recent share price* C$0.58
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* As at June 5, 2019
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Early Development Stage
Strong Project Economics (1)
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Growth Potential
mine plan
rock -> rapid leach, low acid Control all U3O8 Resources in Peru (2)
52.9 Mlbs U3O8
(3)
= 72.1 Mlbs U3O8
(4)
Excellent Infrastructure
Located in Peru
stable jurisdiction
mining practices
(1) Refer to NI 43-101 technical report as filed on SEDAR on Feb 10, 2016; using US$50/lb uranium price (2) Refer to NI 43-101 technical report as filed on SEDAR on Jun 22, 2015 (3) At an average grade of 248ppm (75ppm U cut off) (4) At an average grade of 251ppm (75ppm U cut off)
EIA work & Permitting Clarity Exploration Resource Update Updated PEA & FS fast track
Scope and initiate work programs on tank leach, vat leach and pre-concentration for potential optimized development plan
Optimization Work
2019+ 2019+ H2 2019 H2 2019 H2 2019
Environmental Assessment work to continue advancing project Anticipating legal framework for uranium transport and export to be solidified Follow up on extensions to known deposits, in between existing deposits and improved definition on deposits outside PEA mine plan Based on exploration and data interpretation success, evaluate a resource update in H2 2019 Targeting PEA late 2019 Advance to feasibility - ~18-24m
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Enabling the New Energy Paradigm
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