Minnesota Commitment | Global Opportunity slide image

Minnesota Commitment | Global Opportunity

Investor Presentation Minnesota Commitment Global Opportunity Key Project Metrics Phase I Mine life Project returns highly leveraged to metal prices 20 yrs NPV $M Mill feed 225m tons 1400 17% IRR Processing rate 32k tbd 1200 Annual metal produced¹ 97m lbs 1000 15% IRR Cash costs² 72 c/lb 800 Project capital $1,208M 600 12% IRR NPV / IRR $304M / 11% 400 Phase I & II 200 8% IRR Annual metal produced¹ 118m lbs 0 Cash costs² -11 c/lb -10% Project capital $325M Base Case Change in Metal Prices +10% +20% NPV / IRR $487M / 12% Source: "PolyMet Technical Report" as filed under the Company's SEDAR and EDGAR profile. Additional resource and reserve information is included on slide 20. Project metrics and sensitivities determined using metal price assumptions of $3.52/lb Cu, $8.13/lb Ni, $2202/oz Pd, $975/oz Pt, $25.86/lb Co, $1747/oz Au. 1 Total payable metal in copper and nickel concentrates shown on a copper equivalent basis. 2 Cash cost per pound of payable copper contained in concentrates, net of by-product credits. ■ PHASE II ■ PHASE I POLYMET MINING 12
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