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Where are the strategic metals projects?

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Objective Capital's Rare Earths, Speciality & Strategic Metals Investment Summit 2011 …

Objective Capital's Rare Earths, Speciality & Strategic Metals Investment Summit 2011
Ironmongers' Hall, City of London
17 March 2011
Speaker: Jess Pridmore, Intierra Resource Intelligence

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  • 1. RARE EARTHS, SPECIALITY& STRATEGIC METALSINVESTMENT SUMMIT Where are the strategic metals projects? Jess Pridmore – Business Dev’t Director, Intierra IRONMONGERS’ HALL, CITY OF LONDON ● THURSDAY, 17 MAR 2011 www.ObjectiveCapitalConferences.com
  • 2. Rare Earths & Metals:A Global Overview of Activity and Investment Intierra Jess Pridmore Confidential to Intierra Pty Ltd Confidential to Intierra Pty Ltd
  • 3. Intierra Business Model Confidential to Intierra Pty Ltd
  • 4. Introduction• Where are the resources? - Project stage & resource location• Capital raisings for REE + RM - What are the funds being used for?• Property Transactions (pre-asset stage) Confidential to Intierra Pty Ltd
  • 5. •Resource figures in this presentation arebased on Measured + Indicated + Inferredresources• All figures are in US dollars• Rare Earths Elements or REE refers to the15 lanthanides plus yttrium and scandium• Included in this presentation are somefigures relating to Rare Metals, includingLithium, Tantalum and Niobium. Confidential to Intierra Pty Ltd
  • 6. Rare Earths..• Lanthanum (La), Cerium (Ce), Praseodymium (Pr),• Neodymium (Nd), Promethium (Pm), Samarium (Sm),• Europium (Eu), Gadolinium (Gd), Terbium (Tb),• Dysprosium (Dy), Holmium (H0), Erbium (Er),• Thulium (Tm), Ytterbium (Yb), Lutetium (Lu)• Scandium (Sc) Yttrium (Y)• (UNOBTAINIUM is not a rare earth!) Confidential to Intierra Pty Ltd
  • 7. REE Activity – Asia / EuropeFebruary 2011 image Confidential to Intierra Pty Ltd
  • 8. REE Activity – North AmericaFebruary 2011 image Confidential to Intierra Pty Ltd
  • 9. REE Activity – AustraliaFebruary 2011 image Confidential to Intierra Pty Ltd
  • 10. REE Activity – South America & AfricaFebruary 2011 image Confidential to Intierra Pty Ltd
  • 11. Total Resources per CountryJanuary 2010 - February 2011 Totals in order of grade weighting Country TREO (t) Grade China 36,000,000 2.4% Australia 3,250,000 4.64% USA 1,700,000 6.1% Mongolia 5,750,000 1.6% Greenland 5,000,000 1.1% Canada 4,250,000 1.3% South Africa 1,000,000 2.5% Brazil 1,800,000 0.7% Malawi 107,000 4.3% Argentina 117,600 2.1% Kazakhstan 304,150 0.8% Sweden 350,000 0.56% Kenya 299,000 0.61% Saudi Arabia 489,000 0.13% Kyrgyzstan 48,900 0.22% Finland 5,200 1.13% Confidential to Intierra Pty Ltd
  • 12. Capital Raisings - REE January 2010 - February 2011 Totals per Country Country Raised Country RaisedUSA $606,300,000 Tanzania $9,300,000Australia $148,600,000 Malawi $7,700,000Canada $125,300,000 Kenya $5,400,000South Africa $100,500,000 Finland $3,800,000Malaysia $30,000,000 Sweden $3,800,000Greenland $21,000,000 Kyrgyzstan $2,000,000 TOTAL $1,062,000,000 Confidential to Intierra Pty Ltd
  • 13. Capital Raisings - REEJanuary 2010 - February 2011 Confidential to Intierra Pty Ltd
  • 14. Capital Raisings - Lithium & Tantalum GroupJanuary 2010 - February 2011 Totals per Country Country US$ Raised Country US$ Raised Australia $315,500,000 Austria $6,800,000 Canada $157,500,000 Egypt $3,200,000 Argentina $114,500,000 Bolivia $2,000,000 China $91,500,000 USA $2,000,000 Chile $43,000,000 Bosnia $1,000,000 Malawi $41,000,000 Serbia $1,000,000 Mozambique $34,000,000 TOTAL $813,000,000 Confidential to Intierra Pty Ltd
  • 15. Capital Raisings - Lithium & Tantalum GroupJanuary 2010 - February 2011 Confidential to Intierra Pty Ltd
  • 16. Major Funds Raised – REE & Lithium/TantalumJanuary 2010 - February 2011 Totals per Company Company Raised Molycorp, Inc REE $505,000,000 Galaxy Resources Limited Li $250,500,000 Canada Lithium Corp. Li $136,000,000 Arafura Resources Limited REE $111,500,000 Talison Lithium Limited Li $81,000,000 Rare Element Resources Limited REE $68,500,000 Frontier Rare Earths Limited REE $61,500,000 Quest Rare Minerals Ltd REE $53,000,000 Lithium Americas Corp. Li $49,500,000 Reed Resources Ltd Li $47,500,000 Confidential to Intierra Pty Ltd
  • 17. Capital Raisings – REE & Lithium/TantalumJanuary 2010 - February 2011 USD Raised by Purpose/Country Asset Acquisition USD$ CAPEX USD$ Development USD$ Exploration USD$Australia $25,000,000 USA $505,000,000 Canada $255,000,000 Chile $43,000,000Austria $6,800,000 Australia $240,000,000 Australia $122,600,000 Canada $25,000,000Argentina $5,000,000 China $91,500,000 South Africa $100,500,000 USA $23,000,000Canada $3,000,000 Argentina $37,500,000 USA $80,500,000 Argentina $22,200,000 Mozambique $34,000,000 Argentina $49,500,000 Australia $21,500,000 Malaysia $30,000,000 Malawi $41,000,000 Tanzania $9,300,000 Greenland $21,000,000 Malawi $7,700,000 Egypt $3,200,000 Kenya $5,400,000 Finland $3,800,000 Sweden $3,800,000 Bolivia $2,000,000 Kyrgyzstan $2,000,000 Bosnia $1,000,000 Serbia $1,000,000TOTAL $39.8M TOTAL $938M TOTAL $673.3M TOTAL $168.7M Confidential to Intierra Pty Ltd
  • 18. Capital Raisings – REE & Lithium/TantalumJanuary 2010 - February 2011 2010-2011 Initial Public Offerings (IPOs) Company Raised Type ActivityMolycorp, Inc $505,000,000 IPO Modernisation of USA REE Mine Advanced work on South African REEFrontier Rare Earths Limited $61,500,000 IPO Deposit Advanced work on Argentina LithiumLithium Americas Corp. $50,000,000 IPO DepositMontero Mining and Exploration Ltd. $4,000,000 IPO Exploration of Tanzania REE PropertiesGeomega Resources Inc. $3,000,000 IPO Exploration of Canadian REE Properties ProposedChina Minmetals Rare Earth Co Ltd * Float Developing REE Deposits in China ProposedKimberley Rare Earths Limited $15,000,000* Float Spin off of West Australian REE Project * Yet to be completed Confidential to Intierra Pty Ltd
  • 19. TransactionsJanuary 2010 - February 2011 Confidential to Intierra Pty Ltd
  • 20. Non resource property transactionsJanuary 2010 - February 2011 image Confidential to Intierra Pty Ltd
  • 21. Conclusions• REE activity around the world• Resource significant countries: China, Australia & USA• Capital Raisings – where, how much & what for?• Pre- Asset Property Transactions Confidential to Intierra Pty Ltd
  • 22. Average Investment per HectareJanuary 2010 - February 2011 Grass Roots (Pre Drilling) Exploration (Drill targets defined/drilled) Country Investment Hectares USD/Ha Country Investment Hectares USD/HaUSA $1,040,000 200 $5,200 USA $233,500 24 $9,729 Zambia $1,350,000 150 $9,000Peru $3,000,000 2,425 $1,237 Mozambique $1,000,000 510 $1,961Australia $10,000,000 26,900 $372 Greenland $4,800,000 4,284 $1,120Sweden $140,000 824 $170 Canada $40,713,000 89,641 $454Canada $41,871,800 315,929 $133 Australia $825,000 10,700 $77Argentina $15,000 3,928 $4 Angola $543,000 252,000 $2 Confidential to Intierra Pty Ltd

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