Prescient presentation - Petmin

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Production (mt) Rising steel production is evident in China and India, with burgeoning infrastructure and urbanisation 2500 2000 1500 1000 500 0 Global steel production and Asian growth World production in 2000: 549mt Other 26mt India 40mt China 499mt •World growth World production in 2010: 1414mt Other 412mt India 135mt China 485mt •World growth World production in 2025: 2446mt 2000 2010 2025 Sources: BHP Billiton, ‘Industry Outlook for the Next Decade’, Apr 2011; Rio Tinto, Tinto ‘Coal Australia Financial Community Presentation’, Jun 2010; World Steel Association, 2011; Macquarie ‘China Day Presentations’, Nov 2010; Rio Tinto ‘Coal Australia Financial 16 Community Presentation’, Jun 2010; Anglo American, ‘Global Iron Ore and Steel Forecast Presentation’, Mar 2011 Commercial construction 7% Industrial construction 7% Regional steel consumption growth (mt) 2000 2008 2020 China 140 450 870 India 30 50 160 East Asia 130 150 145 Western Europe 150 160 170 North America 160 140 180 South America 25 50 80 Middle East and Africa 35 65 100 2020 steel consumption by sector Infrastructure 14% Machinery 19% Other 15% Residential Residential consumption construction 18% 18% Appliances 6% Automobiles 10% Shipbuilding 4% 2020 steel consumption India 8% …Committed to growth, dedicated to value Rest of world 50% China 42%
The effect of urbanisation and infrastructure development on the steel value chain 17 $900/t = over $1 trillion industry Sources: MEPS, ‘World Composite Steel Price’, Apr 2011; Standard Bank, ‘Commodities Daily’, May 2011 $4 200/t = over $100 billion industry $9 000/t= almost $200 billion industry …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 and 14: Urbanisation and infrastructure Los
Page 15: Urbanisation has a double effect on
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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