Thomson Reuters Eikon GFMS PGM Mine economics

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For more information: Santo Haryowibowo, Thomson Reuters Jakarta Indonesia, +62 815 1085 2000, santo.haryowibowo@thomsonreuters.com

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Transcript of "Thomson Reuters Eikon GFMS PGM Mine economics"

  1. 1. REUTERS/Shannon Stapleton GFMS PGM Mine Economics Production Costs, Margins & Cash Flows to 2030 This service provides miners, financial institutions, governments and other industry investors with detailed forward-looking insight into the underlying drivers of PGM mine economics. High quality independent support to investment/lending decisions, risk/reward analysis, peer group comparisons and asset benchmarking. GFMS 9141906_v1.indd 1 14/03/2013 15:02
  2. 2. gfms PGM Mine Economics A focus on costs... Times are testing for the PGM mining industry, with many feeling pressure from low margins. Producers are facing an environment of rising input costs and volatile currency movements. As producers with marginal operations continue to ‘feel the squeeze’ and look to rationalise, a credible, independent analysis of industry operating costs is a key component of the strategic decision making process. ... and opportunities Meanwhile, industry players and potential new entrants into the market may be attracted by the long-term fundamentals for PGMs and seek to position themselves for growth. The PGM market remains unique in the metals and mining sector with a concentrated supply-side structure, high barriers to entry but attractive margins throughout the cycle for those mines at the low end of the cost curve. Based on a stringent methodology, this service is based on “bottomup” analysis of mine productivity, energy use, mining and processing costs, making it ideal for asset benchmarking purposes. • • • • Mine-by-Mine Profiles Highly detailed analysis Forecasts to 2030 All analysis delivered via website The PGM Mine Economics service identifies: • Which mines are profitable under different market outcomes • The impact of different price outcomes and input cost scenarios on the future production profile • Breakeven commodity prices needed for projects to generate acceptable financial returns • Which mines and projects present the best growth and profit opportunities Analysis is based on highly detailed, rigorous mine-by-mine analysis of production costs, broken down to $/tonne mining, ore processing and onsite administration costs, smelting and refining costs, plus benchmarking of fuel, power, labour productivity and other key inputs. The study includes forecasts of PGM mine production, operating costs and cash flows to 2030. • • • • • Cost curves and cost leagues Benchmarking analysis Flexing models Global trend analysis and commentary Analysis updated quarterly, or when significant events occur • Interactive web-based analytical and reporting functionality 9141906_v1.indd 2 14/03/2013 15:02
  3. 3. gfms PGM Mine Economics GFMS supplements research with mine visits in order to gather technical and operating data. • Besides an in-depth production cost breakdown, revenues, margins and forward-looking cash flows are presented for each operation • Global coverage: Analysis of over forty operating PGM mines in South Africa, Zimbabwe, Russia and North America plus around twelve projects at prefeasibility stage or later • Mine-by-mine analysis to 2030: Detailed reserves/resources, production, operating cost, capital cost and cash flow analysis • Global analysis: Distilling the mine-by-mine data into analysis of global trends; production and industry cost structure, cost and margin curves, competitive analysis • Web-based product: Mine and project profiles and notes available to download. Flexing model allowing clients to assess the impact of different exchange rate, input cost and metal price scenarios on mine economics Mines & Projects Included Mines Location Operator Amandelbult Dishaba South Africa Anglo Platinum Amandelbult Tumela South Africa Anglo Platinum Blue Ridge South Africa Aquarius/Imbani Bokoni South Africa Anooraq Resources/Anglo Platinum BRPM South Africa Royal Bafokeng Resources/Anglo Platinum CTRP South Africa Aquarius Platinum Crocodile River South Africa Eastern Platinum East Boulder USA Stillwater Mining Eland South Africa Xstrata Everest South South Africa Aquarius Platinum Impala Lease South Africa Impala Platinum Kroondal PSA South Africa Anglo Platinum/Aquarius Lac des Iles Canada North American Palladium Marathon Canada Marathon PGM Marikana (Lonmin) South Africa Lonmin Marikana PSA South Africa Anglo Platinum/Aquarius Marula South Africa Impala Platinum Mimosa Zimbabwe Impala Platinum/Aquarius Modikwa South Africa Anglo Platinum Mogalakwena South Africa Anglo Platinum Mototolo South Africa Anglo Platinum/Xstrata Ngezi Zimbabwe Impala Platinum Norilsk Polar & Kola Russia Norilsk Nickel Platinum Mile South Africa Aquarius Platinum Rustenburg Bathopele South Africa Anglo Platinum Rustenburg Khomanani South Africa Anglo Platinum Rustenburg Khuseleka South Africa Anglo Platinum Rustenburg Siphumelele South Africa Anglo Platinum Rustenburg Thembelani South Africa Anglo Platinum Stillwater USA Stillwater Mining Two Rivers South Africa ARM/Impala Union Section South Africa Anglo Platinum Western Limb Tailings Retreatment South Africa Anglo Platinum Zondereinde South Africa Northam Platinum 9141906_v1.indd 3 14/03/2013 15:02
  4. 4. gfms PGM Mine Economics About GFMS • The Thomson Reuters GFMS Mine Economics service aims to deliver high quality insight into the economics of mine production, with detailed assetby-asset analysis • Thomson Reuters GFMS is recognised as one of the world’s leading economics consultancies in precious metals, specialising in research into the global gold, silver, platinum and palladium markets For more information Send us a sales enquiry at: financial.thomsonreuters.com/sales Read more about our products at: financial.thomsonreuters.com Find out how to contact your local office: thomsonreuters.com/about_us/locations/ Access customer services at: financial.thomsonreuters.com/customers gfms.co.uk thomsonreuters.com © Thomson Reuters 2013. All rights reserved. Republication or redistribution of Thomson Reuters content, including by framing or similar means, is prohibited without the prior written consent of Thomson Reuters. ‘Thomson Reuters’ and the Thomson Reuters logo are registered trademarks and trademarks of Thomson Reuters and its affiliated companies. 9141906 0313. GFMS 9141906_v1.indd 4 14/03/2013 15:02
  5. 5. Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Th S t H ib Thomson Reuters Jakarta Indonesia Santo Haryowibowo Th R t J k t I d i S t H ib Thomson Reuters Indonesia Santo Haryowibowo R t I d i S t H ib Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Har o ibo o Thomson Re ters Jakarta Indonesia Santo Har o ibo o Thomson Re ters Indonesia Santo Har o ibo o Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Thomson Reuters Jakarta Thomson Reuters Jakarta Thomson Reuters Jakarta Thomson Reuters Jakarta Thomson Reuters Jakarta Thomson Reuters Jakarta Thomson Reuters Jakarta Thomson Reuters Jakarta Thomson Reuters Jakarta Th R t J k t Thomson Reuters Jakarta Thomson Reuters Jakarta Thomson Reuters Jakarta 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t I d i S t H ib R t I d i S t H ib Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Th S t H ib Thomson Reuters Jakarta Indonesia Santo Haryowibowo Th R t J k t I d i S t H ib Thomson Reuters Indonesia Santo Haryowibowo R t I d i S t H ib Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Santo Haryowibowo Thomson Reuters Jakarta Indonesia Santo Haryowibowo Thomson Reuters Indonesia Santo Haryowibowo Thomson Reuters Jakarta Thomson Reuters Jakarta Thomson Reuters Jakarta Thomson Reuters Jakarta Thomson Reuters Jakarta Th R t J k t Thomson Reuters Jakarta Thomson Reuters Jakarta Thomson Reuters Jakarta Thomson Reuters Jakarta Thomson Reuters Jakarta Thomson Reuters Jakarta Thomson Reuters Jakarta Thomson Reuters Jakarta Thomson Reuters Jakarta Th R t J k t Thomson Reuters Jakarta Thomson Reuters Jakarta Thomson Reuters Jakarta Thomson Reuters Jakarta Thomson Reuters Jakarta Thomson Reuters Jakarta Thomson Reuters Jakarta Thomson Reuters Jakarta

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