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© Copyright Palaris 2018
AUSTRALIAN EMERGING
COMPANIES CONFERENCE
MINING SERVICES &
CONTRACTORS
John Pala
10 April 2018
UBS Conference - Sydney
© Copyright Palaris 20182
AGENDA
Snapshot Insights
Services and
Contracting Sector
Trying to Make Sense
of the Market
Macro Trends
Outlook
© Copyright Palaris 20183
SNAPSHOT INSIGHTS
The Australian Government attributes $90B annually to Mining Equipment,
Technology and Services (METS) sector
1
The sector is recognised internationally as delivering cost competitive
‘best practice solutions’
2
The sector is currently enjoying a resurgence following 3-4 years impacted
by the latest commodity cycle downturn
4
The outlook is bright but soft investment in greenfield projects is tempering growth5
Many of our services companies have made a successful entry into
the international marketplace
3
Macro economic factors will have the single biggest influence on the future
— the next boom is coming!
6
Niche players will continue to do well in all points of the cycle7
© Copyright Palaris 20184
RESOURCES INDUSTRY PIPELINE ACTIVITY
Recent
improvements
still a long way to go
to catch
the peaks of 2010
© Copyright Palaris 20185
POSITIVE TRENDS
Strong re-bound
in key commodities prices
All time historical
metals consumption
Global drilling activity
strong performance
Significant capital will soon start to flow
© Copyright Palaris 20186
GLOBAL DRILLING ACTIVITY
Global drilling
activity is back
to 2012 levels
© Copyright Palaris 20187
KEY COMMODITY TRENDS
Nickel
Zinc
Gold
© Copyright Palaris 20188
KEY COMMODITY PRICE TRENDS
Coal
Iron Ore
Copper
© Copyright Palaris 20189
IRON ORE GROWTH
Iron ore growth
continues to
develop strongly
© Copyright Palaris 201810
WORLD METAL CONSUMPTION
World metal
consumption is
at historical highs
and still growing
© Copyright Palaris 201811
US CONSTRUCTION SPEND
Total annual construction spend in the World’s largest economy
© Copyright Palaris 201812
AUSTRALIAN MINING STAGES
Increasing
consumption will
ultimately require
higher levels of
asset replacement
© Copyright Palaris 201813
CAPITAL WORKS
Most capital works currently
associated
with brownfields expansion
Long lead time for mine development
means greenfields development
are still a little way off
…..but it is coming
© Copyright Palaris 201814
CURRENT BRIGHT SPOTS
Providers of services/consumables
to existing mining operations now
will be doing well
Those who have embraced
technology solutions
will be doing even better
© Copyright Palaris 201815
WHAT IS COMING
Drilling, feasibility studies, approvals
and then finally, construction of greenfields1
The next boom is coming 2-4 years away
and will be a big one2
More M&A activity3
Capital raisings4
Small, focused, nimble-footed exploration
companies being taken over by larger players5
© Copyright Palaris 201816
THE CHALLENGES
Frazer Institute Annual Survey of Mining Companies 2017
Lack of human capital - dearth of new
talent in the pipeline
Working capital requirements as
companies seek to ramp up
Not re-learning the sins of the past
(cost control etc.)
Regulatory environment—annual
Frazer Institute survey of investment
attractiveness
© Copyright Palaris 201817
OPPORTUNITIES
International markets - client diversity,
capitalise on well regarded capability
Strategic relationships/collaboration
Preparing for the next boom
Technology solutions aimed
at reducing cost and operating risks
© Copyright Palaris 201818
THE PALARIS STORY
Established in 2000
Located in Australia, UK
and South Africa
Robust financial services
capability underpinned by
very strong technical team
Services delivered in 27 countries
Collaboration in processing,
environmental, civil construction
and other specialty areas
4 Key Pillars of Services
Financial
ITE, due diligence, financial modelling
Business Improvement
Mine optimisation and performance,
integrated gas and ventilation management,
operations, resource evaluation
Engineering, Risk, OH&S
Compliance, management systems
development and review, integrated risk
management
Specialist project management
Shafts, man winders, gas plants,
water treatment system
© Copyright Palaris 2018
+ 61 2 4927 5511 PO Box 1225,
Newcastle NSW 2300
http://www.palaris.com
JOHN PALA
Managing Director

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Resource Market Outlook - Emerging Companies Conference

  • 1. © Copyright Palaris 2018 AUSTRALIAN EMERGING COMPANIES CONFERENCE MINING SERVICES & CONTRACTORS John Pala 10 April 2018 UBS Conference - Sydney
  • 2. © Copyright Palaris 20182 AGENDA Snapshot Insights Services and Contracting Sector Trying to Make Sense of the Market Macro Trends Outlook
  • 3. © Copyright Palaris 20183 SNAPSHOT INSIGHTS The Australian Government attributes $90B annually to Mining Equipment, Technology and Services (METS) sector 1 The sector is recognised internationally as delivering cost competitive ‘best practice solutions’ 2 The sector is currently enjoying a resurgence following 3-4 years impacted by the latest commodity cycle downturn 4 The outlook is bright but soft investment in greenfield projects is tempering growth5 Many of our services companies have made a successful entry into the international marketplace 3 Macro economic factors will have the single biggest influence on the future — the next boom is coming! 6 Niche players will continue to do well in all points of the cycle7
  • 4. © Copyright Palaris 20184 RESOURCES INDUSTRY PIPELINE ACTIVITY Recent improvements still a long way to go to catch the peaks of 2010
  • 5. © Copyright Palaris 20185 POSITIVE TRENDS Strong re-bound in key commodities prices All time historical metals consumption Global drilling activity strong performance Significant capital will soon start to flow
  • 6. © Copyright Palaris 20186 GLOBAL DRILLING ACTIVITY Global drilling activity is back to 2012 levels
  • 7. © Copyright Palaris 20187 KEY COMMODITY TRENDS Nickel Zinc Gold
  • 8. © Copyright Palaris 20188 KEY COMMODITY PRICE TRENDS Coal Iron Ore Copper
  • 9. © Copyright Palaris 20189 IRON ORE GROWTH Iron ore growth continues to develop strongly
  • 10. © Copyright Palaris 201810 WORLD METAL CONSUMPTION World metal consumption is at historical highs and still growing
  • 11. © Copyright Palaris 201811 US CONSTRUCTION SPEND Total annual construction spend in the World’s largest economy
  • 12. © Copyright Palaris 201812 AUSTRALIAN MINING STAGES Increasing consumption will ultimately require higher levels of asset replacement
  • 13. © Copyright Palaris 201813 CAPITAL WORKS Most capital works currently associated with brownfields expansion Long lead time for mine development means greenfields development are still a little way off …..but it is coming
  • 14. © Copyright Palaris 201814 CURRENT BRIGHT SPOTS Providers of services/consumables to existing mining operations now will be doing well Those who have embraced technology solutions will be doing even better
  • 15. © Copyright Palaris 201815 WHAT IS COMING Drilling, feasibility studies, approvals and then finally, construction of greenfields1 The next boom is coming 2-4 years away and will be a big one2 More M&A activity3 Capital raisings4 Small, focused, nimble-footed exploration companies being taken over by larger players5
  • 16. © Copyright Palaris 201816 THE CHALLENGES Frazer Institute Annual Survey of Mining Companies 2017 Lack of human capital - dearth of new talent in the pipeline Working capital requirements as companies seek to ramp up Not re-learning the sins of the past (cost control etc.) Regulatory environment—annual Frazer Institute survey of investment attractiveness
  • 17. © Copyright Palaris 201817 OPPORTUNITIES International markets - client diversity, capitalise on well regarded capability Strategic relationships/collaboration Preparing for the next boom Technology solutions aimed at reducing cost and operating risks
  • 18. © Copyright Palaris 201818 THE PALARIS STORY Established in 2000 Located in Australia, UK and South Africa Robust financial services capability underpinned by very strong technical team Services delivered in 27 countries Collaboration in processing, environmental, civil construction and other specialty areas 4 Key Pillars of Services Financial ITE, due diligence, financial modelling Business Improvement Mine optimisation and performance, integrated gas and ventilation management, operations, resource evaluation Engineering, Risk, OH&S Compliance, management systems development and review, integrated risk management Specialist project management Shafts, man winders, gas plants, water treatment system
  • 19. © Copyright Palaris 2018 + 61 2 4927 5511 PO Box 1225, Newcastle NSW 2300 http://www.palaris.com JOHN PALA Managing Director