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Glen Jones - Intierra || Latam Ventures, Mining in Mexico PDAC2012
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Glen Jones - Intierra || Latam Ventures, Mining in Mexico PDAC2012

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  • 1. LATAM VenturesRoadmap to Investing In MexicanMining and Exploration PDAC: Toronto March 7, 2012Presented By: Glen Jones, Executive Director
  • 2. Business Intelligence for the Mining SectorIntierra Live is the world’s premier tool for evaluating investmentopportunities in the mining sector.It provides financial information that can be merged with resources andlease data, all of which is easily searchable and exportable for detailedanalysis.Intierra Live covers:• +40,000 companies • 34,000 active global projects• 3,700 listed companies • 53,000 total global projects• Global lease coverage • 160 commodities
  • 3. Business Intelligence for the Mining Sector Intierra has recently:Purchased Raw Materials GroupBloomsbury Minerals Economics (now BME Copper)
  • 4. THEMINING INDUSTRY IN MEXICO
  • 5. State of PlayMexico has the largest number of seriousexploration properties per km of availableground, in all of the Americas Exploration Project Density NORTH AMERICA SOUTH AMERICA MEXICO Exploration Adv. Exploration Pre-feas/Scoping Feasibility Study
  • 6. Mexico Resource GDPWhere does the mining revenue come from and from what commodities? Annual Mine Revenue (US$ Commodity millions)1.Silver 5,0252.Gold 5,2183.Copper 2,5274.IronOre 1,5865.Zinc 1,1016.Lead 3557.Molybdenum 328Total 16,431
  • 7. Distribution of Active Projects Within IntierraLiveStatus No. of Projects (%)Grass Roots 38.1Exploration 33.0Advanced Exploration 12.5Pre-feasibility 4.1Feasibility 1.4Construction 0.6Operating 9.6Maintenance 0.6
  • 8. External Companies working In Mexico Listed companies: 277 TSX Venture: 160 TSX: 58
  • 9. EXPLORATION DRILLING
  • 10. Mexico2011 Drilling Activity
  • 11. RESERVES ANDRESOURCES
  • 12. Major Untapped Reserves and ResourcesMexico sits at 5th place amongst other American countries in terms of in groundvalue of assets which are not operating, when considering only major metals. $3,500,000 Value of untapped Copper + Gold + Silver + Zinc + Lead $3,000,000 at 2011 prices and varying cut-off grades Resource Value (MUS$) $2,500,000 $2,000,000 $1,500,000 $1,000,000 $500,000 $-
  • 13. Recent Resource Estimates Past two years: 4.2 M oz. Au & 600 M oz. AgMost Recent Highlights:Levon Res.: Cordero; 1.1 Moz Au, 450 Moz Ag; 2011GoldGroup/Dyna: San Jose de Gracia; 1.1 Moz Au, 2 M oz Ag; 2011GoldGroup: Caballo Blanco; 0.994 Moz au, 4 Moz Ag; 2012Silvercrest: La Joya; 51 Moz Ag; 2012Silver Standard: Penasco Quemado; 9.6 Moz Ag; 2012
  • 14. In 2010 Mexico was top silver producerMexico: 124.4 M oz.Peru: 113.2 M oz.
  • 15. FINANCIAL
  • 16. Mexico Capital Expenditure PipelineProjects currently under evaluation or construction would cost $10 billion Capital Expect Annual Sales Current Status Expenditures Revenues Required Pre-Feas/Scoping $7,588,620,000 $5,845,460,000 Feasibility Study $1,331,660,000 $921,160,000 Construction $1,171,520,000 $800,200,000 Newly Operating $1,944,990,000 $3,946,620,000 (after 2007) Grand Total (including new $12,036,790,000 $11,513,440,000 mines)
  • 17. Current CAPEX RequirementsProjects currently under evaluation or construction would cost $10 billion Row Labels CAPEX Required Annual Revenues Gold $4,737,810,000 $3,504,370,000 Copper $2,413,850,000 $1,982,530,000 Silver $1,642,100,000 $1,245,870,000 Molybdenum $663,200,000 $225,130,000 Gold/Silver $460,570,000 $480,440,000 Copper/Gold $330,510,000 $193,720,000 Zinc/Lead/Silver $55,080,000 $67,740,000 Grand Total $10,303,120,000 $7,699,820,000
  • 18. New Mine Capital IntensityLocations of projects requiring capital investment
  • 19. RAISING CAPITAL THROUGH THEEQUITY MARKET
  • 20. Mexico FundraisingUse of proceeds 2011 FundsAsset Acquisitions $24,883,000Capital Expenditure $51,200,000Development of $367,200,000ReservesExploration $133,400,000(Drilling)Total Capital $576,600,000Raisings
  • 21. Mexico FundraisingUse of proceeds 2011 FundsGold/Silver $224,400,000Copper $156,800,000Copper/Gold $83,200,000Gold $57,200,000Base Metals (Pb/Ag/Zn) $48,300,000Industrials $7,000,000(Borate/Lithium)Total Capital Raisings $576,600,000
  • 22. Projects Benefiting from Capital Raisings: 2010 & 2011Exploration Funding Development Funding CAPEX Funding
  • 23. Intierra/SGM Partnership
  • 24. Intierra partners with Geological Survey Department (SGM)Promote local mining opportunities to the rest of the worldMexican concession/claim data now accessed through Intierra LiveAllows companies opportunity to purchase digital data
  • 25. Data in Intierra Atlas
  • 26. Thank You Thank YouFor more information: www.intierra.com Ormarketing@intierra.com