Prescient presentation - Petmin

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The steel and infrastructure value chain Sources: Peabody Energy, ‘Barclays CEO Energy-Power Conference’, Sep 2010; World Steel Association, 2011 14 19 Mt 1600 Mt 893 Mt 643 Mt 11 Mt …Committed to growth, dedicated to value
Urbanisation has a double effect on steel demand, with more people AND greater steel usage per person Sources: Peabody Energy, ‘Barclays CEO Energy-Power Conference’, Sep 2010; Central Intelligence Agency, ‘The World Factbook’, 2011; US Census Bureau, ‘International Database’, 2011; United Nations, ‘2009 Revision Population Database’, 2011; IMF, ‘World Economic Outlook’, 2011 15 Country Population: million (percentage) 2010 2015 2020 Urbanisation: million (percentage) Urbanisation: million (percentage) Urbanisation: million (percentage) Japan 127 85 (67%) 86 (68%) 86 (69%) China 1 398 636 (47%) 713 (51%) 787 (55%) India 1 215 365 (30%) 411 (32%) 463 (34%) Brazil 195 169 (87%) 179 (88%) 187 (90%) Korea 48 40 (83%) 42 (84%) 42 (86%) Rest of world 3 921 2192 (55%) 2394 (57%) 2610 (58%) World total 6 904 3 486 (51%) 3 824 (52%) 4 176 (54%) World total population 6904 7298 7 677 % urban 90 80 70 60 50 40 30 20 10 Global urbanisation growth 2010-2050 2010 2050 India and China total urbanised growth 2010-2020 = 250 million people ~ 700 million to cities ~ 800 million ‘new’ people …turning …Committed development to projects growth, …exceeding into dedicated cash generative to expectations value assets
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 and 10: 9 Significant upside potential as a
Page 11 and 12: Petmin Board and management governa
Page 13: Urbanisation and infrastructure Los
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

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