Prescient presentation - Petmin

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30 Targeted net profit (“both plants in production”) – R’000 Net margin (R/t)^ Contribution/ton Total Production (Including 2nd plant) – 000tpa 1100 1200 1300 1400 R 200 R 220 000 R 240 000 R 260 000 R 280 000 R 250 R 275 000 R 300 000 R 325 000* R 350 000 R 300 R 330 000 R 360 000 R 390 000* R 420 000 R 350 R 385 000 R 420 000 R 455 000 R 490 000 R 400 R 440 000 R 480 000 R 520 000 R 560 000 Note - *refers to the targeted net profit before tax (Fluctuation in the R/$ has a significant impact) ^Net profit margin = the total cash cost + depreciation + amortisation (Total Ex-mine gate costs) …turning …Committed development to projects growth, …exceeding into dedicated cash generative to expectations value assets
Sale of SamQuarz silica mine 31 <strong>Petmin</strong> has sold SamQuarz for R258m (Plus NAV) 45% return year-on-year after tax Largest producer of flint-grade silica in SA Key supplier to SA clear glass and metallurgical industry New Order Mining Rights valid for 30 years Life of mine in excess of 40 years Stable production of 1.1m tons per annum Outstanding Conditions: (Best estimate Q2, 2012) • Section 11 • Competition commission …A STRONG …Committed PLATFORM to growth, FOR …exceeding dedicated FUTURE to expectations value GROWTH
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 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: 29 Performance Summary 2010 and 201
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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