Prescient presentation - Petmin

Recommendations

Info

<strong>Petmin</strong>’s shareholder base 10 BEE shareholders include: Dark Capital (Pty) Ltd G Sibiya Lebo Mogotsi Umsobomvu Coal (Pty) Ltd Lebone Resources (Pty) Ltd Clidet 449 (Pty) Ltd Clidet 611 (Pty) Ltd Mantratime (Pty) Ltd 28% 15%* Management Other shareholders 18% * – This excludes 3% of management equity included under BEE shareholders – total management shareholding is therefore 18% 39% Institutional shareholders include: PSG Palladin Investec CoroCapital PIC Metlife BlackRock Old Mutual Traxys RMB Sanlam Nedcor SBSA / Stanlib ‘Free Float’ 60% • Excludes strategic BEE • Excludes management 40% • Management/strategic BEE 10 …Committed to growth, dedicated to value
<strong>Petmin</strong> Board and management governance structure 11 11 …Committed to growth, dedicated to value
Page 1 and 2: 1 Prescient Presentation The upside
Page 3 and 4: 3 Disclaimer No representation, war
Page 5 and 6: 5 Petmin’s share price outperform
Page 7 and 8: Current overview of Petmin 7 Red Cr
Page 9: 9 Significant upside potential as a
Page 13 and 14: Urbanisation and infrastructure Los
Page 15 and 16: Urbanisation has a double effect on
Page 17 and 18: The effect of urbanisation and infr
Page 19 and 20: Our strategy is based on key pillar
Page 21 and 22: Petmin valuation curve - Huge optio
Page 23 and 24: Investor presentation - 14 November
Page 25 and 26: Somkhele anthracite mine 25 More th
Page 27 and 28: Somkhele anthracite mine 27 …A ST
Page 29 and 30: 29 Performance Summary 2010 and 201
Page 31 and 32: Sale of SamQuarz silica mine 31 Pet
Page 33 and 34: Comprehensive and aggressive Petmin
Page 35 and 36: NAIC 35 …A STRONG …Committed PL
Page 37 and 38: NAIC 37 Executive Summary • Commo
Page 39 and 40: NAIC 39 Metallurgy • Ore dressing
Page 41 and 42: NAIC 41 Example of Drill Core Recon
Page 43 and 44: Iron Ore - Mount Ginka, Liberia 43
Page 49 and 50: Red Crescent Resources (RCR) and Si
Page 51 and 52: SIVAS 51 Note 1 • Phase 1 - Measu
Page 53 and 54: SIVAS $ 1.40 $ 1.20 $ 1.00 $ 0.80 $
Page 55 and 56: Petmin holds a 25% interest in Vere
Page 57 and 58: Petmin value curve - Veremo 57 …A
Page 59: Significant upside potential as at

Prescient presentation - Petmin

Create successful ePaper yourself

Delete template?

Save as template?