Sylvania Platinum (SLP) Corporate presentation summary

Vision, mission, and strategy

• Aims to be the best mid-tier platinum and associated metals producer globally, focusing on safety, integrity, and environmental respect.

• Strategy centers on safe, profitable production, R&D, social license, and growth opportunities.

Operations and production

• Operates six chrome beneficiation and PGM processing plants in South Africa, treating ROM and tailings.

• FY2025 production guidance raised to 78,000–80,000oz 4E PGM, reflecting improved feed grades and plant performance.

• Thaba JV, a 50:50 partnership, adds chromite revenue and is in commissioning, with first PGM output expected June 2025.

Financial performance

• 9M FY2025 4E PGM production: 59,888oz; net revenue: $73.9m; EBITDA: $16.5m; cash balance: $71.2m.

• SDO cash cost per 4E PGM oz: $800; remains in the lower percentile of the industry cost curve.

• Dividend policy targets minimum 40% of adjusted free cash flow; $107.4m paid since 2018.