KBL Mining Limited held an investment symposium on October 22, 2012 to discuss its gold mining projects. The presentation provided an overview of the company's assets and growth strategy. KBL's key projects include the producing Mineral Hill copper-gold mine in NSW, the Sorby Hills silver-lead project in WA set to begin production in 2014, and exploration properties in the Northern Territory. The presentation highlighted KBL's goal of generating increasing revenue and cash flow from its diversified portfolio of base and precious metal projects over the next 5-10 years.
MGI Securities Initiates Coverage on Northern GaphiteGraphite Graphite
- Northern Graphite owns the Bissett Creek graphite deposit in Ontario, Canada which is close to infrastructure and markets.
- Testing showed the deposit can produce a high-purity, large flake graphite concentrate, 50% of which is premium "jumbo" flake.
- There is potential to produce spherical graphite which commands an even higher price for use in lithium-ion batteries.
- The analyst initiates coverage with a Buy rating and 12-month target price of $3.50 per share based on a discounted cash flow valuation.
Fortune Minerals Limited is a Canadian mineral development company focused on advancing its two late-stage projects: the NICO gold-cobalt-bismuth-copper project in Northwest Territories and the Mount Klappan anthracite coal project in British Columbia. Mount Klappan contains the largest and most advanced Canadian deposit of high quality anthracite coal, representing 1% of global coal reserves. There is significant future demand growth expected for metallurgical coal due to new steelmaking technologies and emerging economies, yet insufficient supply of high quality coals to meet this demand over the next decade.
1) The document discusses forward-looking statements made by Carpathian Gold Inc. regarding its projects and financial prospects.
2) Carpathian Gold has two gold development projects with over 12.7 million ounces of gold equivalent resources and recently completed a preliminary economic assessment for its Riacho dos Machados project in Brazil.
3) The Riacho dos Machados project is targeting initial production of 100,000 ounces of gold per year in late 2012 with potential to expand production profile and resources along strike and at depth.
Edgewater Exploration is a Canadian mineral exploration company advancing the Corcoesto gold project in Spain and the Enchi gold project in Ghana. At Corcoesto, a final feasibility study is underway and permitting is well advanced, with mine permits expected in Q4 2012. An initial resource estimate at Enchi defined 749,000 ounces of gold. Edgewater is also seeking up to $120 million in project financing. The company's projects benefit from good infrastructure and proximity to producing mines.
Claude Resources is investing in capital projects at its Seabee Gold Operation to increase production over the next five years. These projects include expanding the mill capacity to 1,050 tonnes per day and deepening the mine shaft from 600 to 980 meters. Claude Resources also celebrated producing its 1 millionth ounce of gold and has appointed new leadership positions. Drilling results at Santoy Gap extended the mineralized system and inferred resource. For 2012, gold production is forecasted between 48,000 to 50,000 ounces.
Zyl%20 %20 investor%20presentation%20-%20november%202011%20(s-tedits1)1Hong Bao Media
ZYL has the right to earn a 74% interest in the Mbila Anthracite Project in South Africa. The Mbila project consists of two licenses covering over 72,000 hectares and contains a SAMREC resource estimate of 89Mt. ZYL has paid US$2.8 million for an initial 5% interest and will pay an additional US$24.2 million for a 39% interest, including US$13.2 million in cash and US$11 million in ZYL shares. The Mbila coal is high quality anthracite suitable for domestic mineral sands, ferrochrome, and ferromanganese markets in South Africa.
Verde Potash is a Brazilian fertilizer company listed on the TSX Venture Exchange that is developing the Cerrado Verde potash project in Brazil. The project has an inferred resource of 105.1 million tonnes grading 10.3% potassium oxide. Phase 1 involves developing the project using thermo-potash technology with low capex of US$196.8 million and strong project economics. Phase 2 will use a new conventional potash technology under development with the University of Cambridge. The project benefits from high grade potash near the surface, proximity to farms and fertilizer distribution, and government support through tax advantages and potential financing.
Edgewater Exploration is a Canadian-based small cap mining company focused on building a portfolio of undervalued mid stage gold assets worldwide.
Edgewater has acquired the advanced stage Corcoesto gold asset through the acquisition of Rio Narcea Gold Mines in the Autonomous region of Galacia, Spain. The project is well located with excellent access to roads, power and a nearby local skilled workforce.
MGI Securities Initiates Coverage on Northern GaphiteGraphite Graphite
- Northern Graphite owns the Bissett Creek graphite deposit in Ontario, Canada which is close to infrastructure and markets.
- Testing showed the deposit can produce a high-purity, large flake graphite concentrate, 50% of which is premium "jumbo" flake.
- There is potential to produce spherical graphite which commands an even higher price for use in lithium-ion batteries.
- The analyst initiates coverage with a Buy rating and 12-month target price of $3.50 per share based on a discounted cash flow valuation.
Fortune Minerals Limited is a Canadian mineral development company focused on advancing its two late-stage projects: the NICO gold-cobalt-bismuth-copper project in Northwest Territories and the Mount Klappan anthracite coal project in British Columbia. Mount Klappan contains the largest and most advanced Canadian deposit of high quality anthracite coal, representing 1% of global coal reserves. There is significant future demand growth expected for metallurgical coal due to new steelmaking technologies and emerging economies, yet insufficient supply of high quality coals to meet this demand over the next decade.
1) The document discusses forward-looking statements made by Carpathian Gold Inc. regarding its projects and financial prospects.
2) Carpathian Gold has two gold development projects with over 12.7 million ounces of gold equivalent resources and recently completed a preliminary economic assessment for its Riacho dos Machados project in Brazil.
3) The Riacho dos Machados project is targeting initial production of 100,000 ounces of gold per year in late 2012 with potential to expand production profile and resources along strike and at depth.
Edgewater Exploration is a Canadian mineral exploration company advancing the Corcoesto gold project in Spain and the Enchi gold project in Ghana. At Corcoesto, a final feasibility study is underway and permitting is well advanced, with mine permits expected in Q4 2012. An initial resource estimate at Enchi defined 749,000 ounces of gold. Edgewater is also seeking up to $120 million in project financing. The company's projects benefit from good infrastructure and proximity to producing mines.
Claude Resources is investing in capital projects at its Seabee Gold Operation to increase production over the next five years. These projects include expanding the mill capacity to 1,050 tonnes per day and deepening the mine shaft from 600 to 980 meters. Claude Resources also celebrated producing its 1 millionth ounce of gold and has appointed new leadership positions. Drilling results at Santoy Gap extended the mineralized system and inferred resource. For 2012, gold production is forecasted between 48,000 to 50,000 ounces.
Zyl%20 %20 investor%20presentation%20-%20november%202011%20(s-tedits1)1Hong Bao Media
ZYL has the right to earn a 74% interest in the Mbila Anthracite Project in South Africa. The Mbila project consists of two licenses covering over 72,000 hectares and contains a SAMREC resource estimate of 89Mt. ZYL has paid US$2.8 million for an initial 5% interest and will pay an additional US$24.2 million for a 39% interest, including US$13.2 million in cash and US$11 million in ZYL shares. The Mbila coal is high quality anthracite suitable for domestic mineral sands, ferrochrome, and ferromanganese markets in South Africa.
Verde Potash is a Brazilian fertilizer company listed on the TSX Venture Exchange that is developing the Cerrado Verde potash project in Brazil. The project has an inferred resource of 105.1 million tonnes grading 10.3% potassium oxide. Phase 1 involves developing the project using thermo-potash technology with low capex of US$196.8 million and strong project economics. Phase 2 will use a new conventional potash technology under development with the University of Cambridge. The project benefits from high grade potash near the surface, proximity to farms and fertilizer distribution, and government support through tax advantages and potential financing.
Edgewater Exploration is a Canadian-based small cap mining company focused on building a portfolio of undervalued mid stage gold assets worldwide.
Edgewater has acquired the advanced stage Corcoesto gold asset through the acquisition of Rio Narcea Gold Mines in the Autonomous region of Galacia, Spain. The project is well located with excellent access to roads, power and a nearby local skilled workforce.
Fortune Minerals Ltd. September 2012 Investor PresentationCompany Spotlight
Fortune Minerals Limited is an emerging strategic metal and coal producer with two late-stage projects - the NICO gold-cobalt-bismuth-copper project and the Arctos anthracite project. The Arctos project is one of the largest and most advanced Canadian anthracite coal development projects, with over $90 million spent and a joint venture with POSCO, one of the world's largest steel producers. It has significant measured, indicated, and inferred coal resources as well as proven and probable reserves. Global demand for metallurgical coal is expected to significantly outpace supply growth over the next decade.
Peak Energy Services Trust is an energy services company operating in western Canada and the United States. It provides drilling, production, oil sands, and water technology services. Peak has grown through 26 acquisitions since 1996 and expanded its U.S. operations. It has a diversified asset base of rental equipment and a strong balance sheet with $30 million in working capital and $194 million in tangible assets. Peak is pursuing growth in the recovering oil and gas industry.
Neil McMillan, President & CEO of Q1 Financials, presented highlights from Q1 2012. Key points included a significant increase in mineral reserves and resources at Seabee Gold Operation, completion of the St. Eugene Mining acquisition, and appointment of Peter Longo as VP of Operations. Financial highlights showed increased revenues and average gold prices compared to Q1 2011, though net profits decreased. Exploration plans for 2012 focus on continued reserve growth at Seabee and advancing projects at Amisk and Madsen.
The document provides an investor scorecard for Gran Tierra Energy Inc. as of September 27, 2010. Some key points:
- Gran Tierra Energy is an independent energy company engaged in oil and gas exploration, development and production in Colombia, Argentina and Peru.
- As of September 2010, the company had a market capitalization of $1.677 billion, with no long-term debt and $311.6 million in cash.
- The company has exploration and production operations on 32 blocks totaling 8.4 million net acres. It is the operator on 29 of these blocks.
- Gran Tierra Energy has an ongoing drilling program with wells planned in Colombia, Peru, Argentina and Brazil
The document summarizes a presentation by Louis Coetzee, CEO of Kibo Mining, about Kibo's exploration activities in Tanzania. Kibo has acquired several projects in Tanzania prospective for gold, nickel, coal, and uranium. These include the Lake Victoria gold project, Morogoro project, Haneti project, and the Rukwa coal project. Kibo is also in the process of acquiring Mzuri Energy and Mayborn Investments, which would give it ownership of additional coal and uranium projects in southern Tanzania. The presentation compares Kibo's projects to other major mines and deposits in Tanzania and other countries to demonstrate the potential of its properties.
Canadian Arrow Mines Ltd. owns three key nickel-copper assets in Ontario, Canada containing over 104 million pounds of nickel. The assets include: 1) The Kenbridge nickel-copper project containing 98 million pounds of nickel. A PEA estimates its NPV at $253 million. 2) The Alexo and Kelex nickel mines containing 6 million pounds of nickel. Their NAV is estimated at $25 million. 3) A 2% NSR on the Hart nickel project which could generate $9 million in revenue. The total net asset value is estimated at $287 million, yet the company's market capitalization is only $7 million. Management plans to restart production at Alexo and Kelex within 6 months
Northgate Minerals provided guidance for its Young-Davidson mine for 2012 and 2013. Production is expected to increase from 55,000-65,000 ounces in 2012 to 135,000-155,000 ounces in 2013. Cash costs are forecast to decline slightly from $550-$650 per ounce in 2012 to $500-$550 per ounce in 2013. Capital expenditures are expected to decrease from up to $240 million in 2012 to up to $130 million in 2013 as the mine transitions to underground mining.
Canadian Arrow Mines Ltd. is a Canadian nickel-copper producer with 3 key assets totaling 110 million pounds of contained nickel and 52 million pounds of contained copper. Its key asset is the Kenbridge nickel-copper project with a pre-tax NPV of $253 million and 3 years to production. Arrow also owns the Alexo and Kelex nickel mines near Timmins, Ontario containing 9.9 million pounds of indicated nickel resources that can be restarted in 9 months. Recent drilling increased Kelex resources by 4 million pounds of nickel at a cost of $0.07 per pound. Arrow trades at a 96% discount to its $280 million net asset value and aims to use cash flow from its Timmins
Dejour Energy Inc. is an oil and gas exploration and production company focused on projects in Western Canada and the Western United States. It currently produces oil and gas from its Woodrush project in northeast British Columbia and holds natural gas assets in Colorado's Piceance Basin. The company is targeting increased production from Woodrush and plans to commence drilling at its Gibson Gulch project in Colorado in 2012. Management is focused on developing its core assets to fund higher-risk exploration plays while maintaining a balanced commodity exposure and managing capital risk through partnerships.
Marathon Gold is a Canadian gold exploration and development company focused on advancing gold resources in North America. It currently has over 920,000 ounces of gold resources across its Valentine Lake and Golden Chest projects. At Valentine Lake, Marathon recently updated the resource estimate to 571,000 ounces of gold in the measured and indicated categories. The company plans to continue expanding resources through 25,000 meters of additional drilling in 2012/2013. Marathon's management team has extensive experience advancing gold projects and the company has a strong capital structure to fund continued exploration and development.
March 2012 NAL Energy Corporate PresentationNALenergy
NAL Energy Corporation is an oil and gas company with a market capitalization of $1.1 billion and monthly dividend of $0.05 per share. It has several series of convertible debentures outstanding. The company's strategic direction focuses on long term sustainability through dividend payments, adding scalable liquids opportunities, cost efficiency, and disciplined acquisitions. NAL provides a corporate presentation outlining its operational and financial strategies, including growing its liquids volumes, maintaining financial flexibility, and providing 2012 guidance and reserve information.
Hormel Foods reported record net earnings of $139 million in fiscal 1998, up 27% from the previous year. This was due to strong performances across its core business groups, with all major product categories achieving record or near-record growth. Net earnings excluding a one-time gain were still the second highest in company history at $122 million, up 11% from the previous year. Total sales reached a record $3.26 billion, though tonnage grew more strongly at 10% as the company emphasized higher-value, branded products. Challenging conditions in the turkey industry suppressed Jennie-O's results despite sales and tonnage gains.
The document summarizes a presentation for Fortune Minerals Limited, a Canadian mineral development company with two late-stage projects: the Arctos Anthracite Project in BC and the NICO gold-cobalt project in the Northwest Territories. It provides an overview of the Arctos project, which involves developing one of the world's largest deposits of high-quality anthracite coal via an open-pit mine with on-site processing facilities and a railway to transport coal to the deep water port of Prince Rupert. A definitive feasibility study update in October 2012 confirmed the technical and economic viability of the project.
Edgewater Exploration is a Canadian mineral exploration company advancing its Corcoesto Gold Project in Galicia, Spain and Enchi Gold Project in Ghana, West Africa. The Corcoesto project has over 325,000 ounces of gold in the measured and indicated categories and over 1 million ounces inferred. A preliminary economic assessment shows potential for over 100,000 ounces of annual gold production over a mine life of 9.9 years. At the Enchi project, Edgewater has outlined over 749,000 ounces of inferred gold resources along 40km of the prolific Bibiani Shear Zone. Edgewater plans to continue expanding resources at both projects through exploration and feasibility studies.
Hillcrest Resources (TSX.V: HRH) is a Canadian oil and gas exploration company with projects in Montana, Texas, and Arizona. It has over 28,000 acres in Montana's Alberta Bakken fairway with potential for oil and multiple zones. In Texas, it has two producing wells averaging over 70 barrels of oil per day and owns 30% of a project with existing production. Hillcrest plans 2D and 3D seismic surveys in Montana in 2012 and an unconventional well in Q2 to identify additional drill locations and formations. The company aims to increase revenues through exploration and development of its oil and gas properties.
The document provides financial and operational highlights for OGX in 2012:
- OGX achieved its first oil production and revenues in 2012, producing 3.2 million barrels of oil with revenues of R$325 million.
- Exploration successes included new oil and gas discoveries and declarations of commerciality for three new fields.
- Production is advancing with ramp up of the Gavião Real gas field and further development of the Tubarão fields.
- OGX has a cash position of R$3.4 billion and plans a 2013 capital expenditure budget of US$1.3 billion focused on development and exploration.
Edgewater Exploration is a gold exploration company with projects in Spain and Ghana. It is currently valued at a low $14/oz compared to industry peers averaging $35/oz. The presentation highlights Edgewater's key projects:
1) The Corcoesto Gold Project in Spain has received permitting support and shows positive economics in a PEA. An updated resource estimate and feasibility study are expected in Q4 2012.
2) The Enchi Gold Project in Ghana covers a large land package along a shear zone that hosts over 25Moz of gold. Recent drilling has outlined an initial inferred resource of 749,000oz. Further exploration drilling is planned to expand resources.
3) Edgew
Copy Of Investment Proposal The Bophut Building Boutique HotelRuss Blumenthal
This investment proposal outlines plans to convert an existing property in Bophut, Koh Samui, Thailand into a luxury boutique hotel. The proposal seeks $400,000-$800,000 from limited partners. If successful, the partnership aims to produce a 25% annual return over 5 years by purchasing the property below market value, renovating it, and professionally operating it as a high-end "HIP hotel". Projected cash flows assume increasing occupancy from 30% to 50% alongside 8% annual room rate growth will yield strong returns, especially if rates reach $195 or more per night.
VMS Ventures Inc. is exploring for copper deposits in Manitoba, Canada. It has discovered the Reed Copper Deposit through a joint venture with Hudbay Minerals. A preliminary economic assessment estimates the deposit contains over 2.5 million tonnes of 4.52% copper. VMS also holds additional exploration targets in the region through option agreements with Hudbay. The Flin Flon-Snow Lake belt where VMS is exploring is a prolific volcanogenic massive sulfide mining camp that has produced over 180 million tonnes of base and precious metals from various mines over the past 80 years.
Aldridge Minerals' Yenipazar project in Turkey contains over 24 million tonnes of resources averaging 1.09 g/t gold and 33.8 g/t silver within an open pit shell. A preliminary economic assessment shows the project has a net present value of $209 million using a 7% discount rate based on a 12-year mine life. Aldridge must complete a feasibility study to earn 100% interest in the project from partner Alacer Minerals. The company aims to advance the project and unlock the potential value from the large land package and resource at Yenipazar.
The document provides an investment analysis for Bard Ventures Ltd, a junior mining company focused on molybdenum exploration. A recently completed Preliminary Economic Assessment expanded Bard's measured, indicated, and inferred resources at its Lone Pine project to 163 million tonnes containing 215 million pounds of molybdenum and 73 million pounds of copper. The PEA outlined an open-pit mine with annual production of 40,000 tonnes per day and initial CAPEX of $435 million. However, the analyst's discounted cash flow valuation yielded a negative net present value given long-term price assumptions for molybdenum and copper.
Fortune Minerals Ltd. September 2012 Investor PresentationCompany Spotlight
Fortune Minerals Limited is an emerging strategic metal and coal producer with two late-stage projects - the NICO gold-cobalt-bismuth-copper project and the Arctos anthracite project. The Arctos project is one of the largest and most advanced Canadian anthracite coal development projects, with over $90 million spent and a joint venture with POSCO, one of the world's largest steel producers. It has significant measured, indicated, and inferred coal resources as well as proven and probable reserves. Global demand for metallurgical coal is expected to significantly outpace supply growth over the next decade.
Peak Energy Services Trust is an energy services company operating in western Canada and the United States. It provides drilling, production, oil sands, and water technology services. Peak has grown through 26 acquisitions since 1996 and expanded its U.S. operations. It has a diversified asset base of rental equipment and a strong balance sheet with $30 million in working capital and $194 million in tangible assets. Peak is pursuing growth in the recovering oil and gas industry.
Neil McMillan, President & CEO of Q1 Financials, presented highlights from Q1 2012. Key points included a significant increase in mineral reserves and resources at Seabee Gold Operation, completion of the St. Eugene Mining acquisition, and appointment of Peter Longo as VP of Operations. Financial highlights showed increased revenues and average gold prices compared to Q1 2011, though net profits decreased. Exploration plans for 2012 focus on continued reserve growth at Seabee and advancing projects at Amisk and Madsen.
The document provides an investor scorecard for Gran Tierra Energy Inc. as of September 27, 2010. Some key points:
- Gran Tierra Energy is an independent energy company engaged in oil and gas exploration, development and production in Colombia, Argentina and Peru.
- As of September 2010, the company had a market capitalization of $1.677 billion, with no long-term debt and $311.6 million in cash.
- The company has exploration and production operations on 32 blocks totaling 8.4 million net acres. It is the operator on 29 of these blocks.
- Gran Tierra Energy has an ongoing drilling program with wells planned in Colombia, Peru, Argentina and Brazil
The document summarizes a presentation by Louis Coetzee, CEO of Kibo Mining, about Kibo's exploration activities in Tanzania. Kibo has acquired several projects in Tanzania prospective for gold, nickel, coal, and uranium. These include the Lake Victoria gold project, Morogoro project, Haneti project, and the Rukwa coal project. Kibo is also in the process of acquiring Mzuri Energy and Mayborn Investments, which would give it ownership of additional coal and uranium projects in southern Tanzania. The presentation compares Kibo's projects to other major mines and deposits in Tanzania and other countries to demonstrate the potential of its properties.
Canadian Arrow Mines Ltd. owns three key nickel-copper assets in Ontario, Canada containing over 104 million pounds of nickel. The assets include: 1) The Kenbridge nickel-copper project containing 98 million pounds of nickel. A PEA estimates its NPV at $253 million. 2) The Alexo and Kelex nickel mines containing 6 million pounds of nickel. Their NAV is estimated at $25 million. 3) A 2% NSR on the Hart nickel project which could generate $9 million in revenue. The total net asset value is estimated at $287 million, yet the company's market capitalization is only $7 million. Management plans to restart production at Alexo and Kelex within 6 months
Northgate Minerals provided guidance for its Young-Davidson mine for 2012 and 2013. Production is expected to increase from 55,000-65,000 ounces in 2012 to 135,000-155,000 ounces in 2013. Cash costs are forecast to decline slightly from $550-$650 per ounce in 2012 to $500-$550 per ounce in 2013. Capital expenditures are expected to decrease from up to $240 million in 2012 to up to $130 million in 2013 as the mine transitions to underground mining.
Canadian Arrow Mines Ltd. is a Canadian nickel-copper producer with 3 key assets totaling 110 million pounds of contained nickel and 52 million pounds of contained copper. Its key asset is the Kenbridge nickel-copper project with a pre-tax NPV of $253 million and 3 years to production. Arrow also owns the Alexo and Kelex nickel mines near Timmins, Ontario containing 9.9 million pounds of indicated nickel resources that can be restarted in 9 months. Recent drilling increased Kelex resources by 4 million pounds of nickel at a cost of $0.07 per pound. Arrow trades at a 96% discount to its $280 million net asset value and aims to use cash flow from its Timmins
Dejour Energy Inc. is an oil and gas exploration and production company focused on projects in Western Canada and the Western United States. It currently produces oil and gas from its Woodrush project in northeast British Columbia and holds natural gas assets in Colorado's Piceance Basin. The company is targeting increased production from Woodrush and plans to commence drilling at its Gibson Gulch project in Colorado in 2012. Management is focused on developing its core assets to fund higher-risk exploration plays while maintaining a balanced commodity exposure and managing capital risk through partnerships.
Marathon Gold is a Canadian gold exploration and development company focused on advancing gold resources in North America. It currently has over 920,000 ounces of gold resources across its Valentine Lake and Golden Chest projects. At Valentine Lake, Marathon recently updated the resource estimate to 571,000 ounces of gold in the measured and indicated categories. The company plans to continue expanding resources through 25,000 meters of additional drilling in 2012/2013. Marathon's management team has extensive experience advancing gold projects and the company has a strong capital structure to fund continued exploration and development.
March 2012 NAL Energy Corporate PresentationNALenergy
NAL Energy Corporation is an oil and gas company with a market capitalization of $1.1 billion and monthly dividend of $0.05 per share. It has several series of convertible debentures outstanding. The company's strategic direction focuses on long term sustainability through dividend payments, adding scalable liquids opportunities, cost efficiency, and disciplined acquisitions. NAL provides a corporate presentation outlining its operational and financial strategies, including growing its liquids volumes, maintaining financial flexibility, and providing 2012 guidance and reserve information.
Hormel Foods reported record net earnings of $139 million in fiscal 1998, up 27% from the previous year. This was due to strong performances across its core business groups, with all major product categories achieving record or near-record growth. Net earnings excluding a one-time gain were still the second highest in company history at $122 million, up 11% from the previous year. Total sales reached a record $3.26 billion, though tonnage grew more strongly at 10% as the company emphasized higher-value, branded products. Challenging conditions in the turkey industry suppressed Jennie-O's results despite sales and tonnage gains.
The document summarizes a presentation for Fortune Minerals Limited, a Canadian mineral development company with two late-stage projects: the Arctos Anthracite Project in BC and the NICO gold-cobalt project in the Northwest Territories. It provides an overview of the Arctos project, which involves developing one of the world's largest deposits of high-quality anthracite coal via an open-pit mine with on-site processing facilities and a railway to transport coal to the deep water port of Prince Rupert. A definitive feasibility study update in October 2012 confirmed the technical and economic viability of the project.
Edgewater Exploration is a Canadian mineral exploration company advancing its Corcoesto Gold Project in Galicia, Spain and Enchi Gold Project in Ghana, West Africa. The Corcoesto project has over 325,000 ounces of gold in the measured and indicated categories and over 1 million ounces inferred. A preliminary economic assessment shows potential for over 100,000 ounces of annual gold production over a mine life of 9.9 years. At the Enchi project, Edgewater has outlined over 749,000 ounces of inferred gold resources along 40km of the prolific Bibiani Shear Zone. Edgewater plans to continue expanding resources at both projects through exploration and feasibility studies.
Hillcrest Resources (TSX.V: HRH) is a Canadian oil and gas exploration company with projects in Montana, Texas, and Arizona. It has over 28,000 acres in Montana's Alberta Bakken fairway with potential for oil and multiple zones. In Texas, it has two producing wells averaging over 70 barrels of oil per day and owns 30% of a project with existing production. Hillcrest plans 2D and 3D seismic surveys in Montana in 2012 and an unconventional well in Q2 to identify additional drill locations and formations. The company aims to increase revenues through exploration and development of its oil and gas properties.
The document provides financial and operational highlights for OGX in 2012:
- OGX achieved its first oil production and revenues in 2012, producing 3.2 million barrels of oil with revenues of R$325 million.
- Exploration successes included new oil and gas discoveries and declarations of commerciality for three new fields.
- Production is advancing with ramp up of the Gavião Real gas field and further development of the Tubarão fields.
- OGX has a cash position of R$3.4 billion and plans a 2013 capital expenditure budget of US$1.3 billion focused on development and exploration.
Edgewater Exploration is a gold exploration company with projects in Spain and Ghana. It is currently valued at a low $14/oz compared to industry peers averaging $35/oz. The presentation highlights Edgewater's key projects:
1) The Corcoesto Gold Project in Spain has received permitting support and shows positive economics in a PEA. An updated resource estimate and feasibility study are expected in Q4 2012.
2) The Enchi Gold Project in Ghana covers a large land package along a shear zone that hosts over 25Moz of gold. Recent drilling has outlined an initial inferred resource of 749,000oz. Further exploration drilling is planned to expand resources.
3) Edgew
Copy Of Investment Proposal The Bophut Building Boutique HotelRuss Blumenthal
This investment proposal outlines plans to convert an existing property in Bophut, Koh Samui, Thailand into a luxury boutique hotel. The proposal seeks $400,000-$800,000 from limited partners. If successful, the partnership aims to produce a 25% annual return over 5 years by purchasing the property below market value, renovating it, and professionally operating it as a high-end "HIP hotel". Projected cash flows assume increasing occupancy from 30% to 50% alongside 8% annual room rate growth will yield strong returns, especially if rates reach $195 or more per night.
VMS Ventures Inc. is exploring for copper deposits in Manitoba, Canada. It has discovered the Reed Copper Deposit through a joint venture with Hudbay Minerals. A preliminary economic assessment estimates the deposit contains over 2.5 million tonnes of 4.52% copper. VMS also holds additional exploration targets in the region through option agreements with Hudbay. The Flin Flon-Snow Lake belt where VMS is exploring is a prolific volcanogenic massive sulfide mining camp that has produced over 180 million tonnes of base and precious metals from various mines over the past 80 years.
Aldridge Minerals' Yenipazar project in Turkey contains over 24 million tonnes of resources averaging 1.09 g/t gold and 33.8 g/t silver within an open pit shell. A preliminary economic assessment shows the project has a net present value of $209 million using a 7% discount rate based on a 12-year mine life. Aldridge must complete a feasibility study to earn 100% interest in the project from partner Alacer Minerals. The company aims to advance the project and unlock the potential value from the large land package and resource at Yenipazar.
The document provides an investment analysis for Bard Ventures Ltd, a junior mining company focused on molybdenum exploration. A recently completed Preliminary Economic Assessment expanded Bard's measured, indicated, and inferred resources at its Lone Pine project to 163 million tonnes containing 215 million pounds of molybdenum and 73 million pounds of copper. The PEA outlined an open-pit mine with annual production of 40,000 tonnes per day and initial CAPEX of $435 million. However, the analyst's discounted cash flow valuation yielded a negative net present value given long-term price assumptions for molybdenum and copper.
Resources roadshow april geoff laing, exco resources ltdSymposium
This document provides an overview and update from Geoff Laing, Managing Director of Exco Resources Ltd, on the company's operations and strategy. It discusses Exco's past successes developing the Cloncurry Copper Project and White Dam Gold Mine. It outlines Exco's current business activities including royalties from the Great Australia deposit and exploration at White Dam and in Queensland. The presentation concludes by detailing Exco's strategy in 2012 which includes ongoing exploration and evaluation of opportunities to acquire new assets to drive future growth.
1) Lake Shore Gold produced 18,833 ounces of gold in Q3 and is on track to meet its 2011 target of 85,000 ounces.
2) Cost performance was strong in Q3 with cash costs of $94 per tonne or $884 per ounce.
3) The company continues to advance five deposits that could each contain over one million ounces of gold: Timmins, Thunder Creek, Bell Creek, Thorne, and Fenn-Gib.
4) Lake Shore Gold expects to significantly grow its resource base by the end of 2011 with initial resource estimates from Thunder Creek and Fenn-Gib.
Third Quater 10 November 2011 Conferance CallLake Shore Gold
1) Lake Shore Gold produced 18,833 ounces of gold in Q3 and is on track to meet its 2011 target of 85,000 ounces.
2) Cost performance was strong in Q3 with cash costs of $94 per tonne or $884 per ounce.
3) The company continues to advance five deposits that could each contain over one million ounces of gold: Timmins, Thunder Creek, Bell Creek, Thorne, and Fenn-Gib.
4) Lake Shore Gold expects to significantly grow its resource base by the end of 2011 with initial resource estimates from Thunder Creek and Fenn-Gib.
This document summarizes information about the Turnagain Nickel Project in northwest British Columbia. Key points include:
- The project features a large nickel deposit containing over 2 million tonnes of 18% nickel concentrate over a 27-year mine life.
- Preliminary economic analysis shows the project has positive economics, with an after-tax NPV of $0.72 billion and IRR of 13.5% using a base nickel price of $8.50 per pound.
- The project has received permits and has access to infrastructure like roads, power, and a port, making it low-risk to advance to production.
Aldridge Minerals provides a summary of their recent activities and goals. They discovered a large copper-gold porphyry and skarn system in PNG called Kili Teke with rock samples grading as high as 35% copper and 60 g/t gold. Their goals are to improve metallurgical recoveries at their Yenipazar project in Turkey, discover new deposits in Turkey, drill their Kili Teke discovery, and graduate to the TSX exchange.
The document provides an overview of Aldridge Minerals and its Yenipazar gold-silver-copper-lead-zinc project in Turkey. Key points include:
- Aldridge has outlined over 24 million tonnes of resources at the Yenipazar project estimated to be worth $4.3 billion at current metal prices.
- A preliminary economic assessment shows the project could have a 23% IRR over a 12-year mine life producing an average of 23,700 ounces of gold annually.
- Further metallurgical testing is needed as recoveries in the PEA were below averages for zinc deposits, but improvements could significantly increase the project's value.
- The project
Aldridge Minerals provides a disclaimer noting that certain statements in the presentation constitute forward-looking statements regarding estimates, plans, objectives, assumptions or expectations of future performance that involve known and unknown risks. The document then provides details on the company directors and management, market highlights including share structure and price, and accomplishments in 2010 including private placement financing and restructuring. Finally, it summarizes the Yenipazar project including resource estimates, infrastructure access, and future milestones including feasibility studies and drilling plans.
Sandfire- Resources & Energy Symposium 2012Symposium
Sandfire Resources has begun mining at its new DeGrussa copper-gold mine in Western Australia, opening a new chapter of growth for the company. Key points:
- Mining commenced in February 2012 with the first shipment of development ore. Underground mining will begin in Q3 2012.
- DeGrussa is expected to produce on average 77,000 tonnes of payable copper and 36,000 ounces of gold annually for the first three years.
- The mine has a projected life of over 7 years and is fully funded. Production will establish Sandfire as a mid-tier mining company and generate significant cash flow.
- Exploration potential remains along a 30km prospective corridor, providing
National Bank Financial London Gold Conference Corporate PresentationDetourGold
- Detour Gold Corporation aims to become Canada's next intermediate gold producer through its Detour Lake Project in Ontario.
- Detour Lake is an open pit mine with proven and probable reserves of 15.6 million ounces of gold and an estimated mine life of over 20 years. Commercial production is expected to begin in Q1 2013.
- The presentation provides details on Detour Gold's vision, share structure, project timeline and achievements, operating costs, production plan, and opportunities for organic growth through exploration of additional targets on its large land package near Detour Lake.
Goldminex Resources Limited holds a large strategic tenement position in Papua New Guinea prospective for gold, copper, and nickel. The company has a joint venture with Vale to fund $20 million of exploration, focusing on large copper deposits. Recent exploration at the Liamu project has identified porphyry copper-gold mineralization over a large area through soil sampling, trenching, and an ongoing 4,000m diamond drill program. Other projects such as Ubei, Wavera, and Sibium also show potential through geophysical anomalies and high grade rock chip samples. Goldminex also holds nickel prospects within the Papuan Ultramafic Belt where previous drilling intersected high grade nickel sulphide mineral
SilverCrest Mines Inc. January 2013 Presentation 1Silvercrestmines
SilverCrest Mines Inc is a Canadian Silver & Gold producer in Mexico. The Santa Elena Mine in Sonora Mexico should produce about 33,000 ounces of Gold and 535,000 ounces of Silver in 2012. SilverCrest also has an exploration propertyin Durango, Mexico. The La Joya Project currently has a 101 million ounce silver eq. Resource After an 80 hole drill program in 2012, a new resource is expected to be released in early 2013.
Aldridge Minerals is a mining company focused on developing its Yenipazar gold-silver-zinc-lead-copper project in Turkey. A preliminary economic assessment of Yenipazar outlined an after-tax NPV of US$209 million and IRR of 23.2% based on a open pit mine with a 12 year life. Aldridge's goals for 2011 include improving metal recoveries, exploring for additional deposits on the property, and advancing the project towards feasibility.
Symposium resources roadshow white rock minerals geoff loweSymposium
White Rock Minerals Ltd is an Australian mining company focused on developing its Mt Carrington gold and silver project located in New South Wales, Australia. The project contains a February 2012 resource estimate of 284,000 ounces of gold and 23.3 million ounces of silver. White Rock has $4.5 million in cash and no debt as of December 31, 2011. Managing Director Geoff Lowe presented details on the project's history, resources, exploration potential, and plans for 2012.
The document discusses Aldridge Minerals and its Yenipazar gold-silver project in Turkey. Some key points:
- Yenipazar has an open-pittable resource of over 24 million tonnes averaging 1.09 g/t gold and 33.8 g/t silver.
- A preliminary economic assessment showed the project could have a 23.2% IRR and US$209 million NPV at current metal prices.
- Further metallurgical testing and potential increased recoveries could substantially increase the project's estimated value.
Octagonal Resources is an Australian gold mining company with operations in Victoria. They have a 150,000 tonne per year gold processing plant at Maldon, Victoria. They have JORC-compliant inferred resources totaling 245,000 ounces of gold from their Alliance South deposit. Their goal is to produce around 30,000 ounces of gold per year at low costs to fund further company growth.
Union Securities Research: Northern Graphite Corp. (TSXv: NGC)Graphite Graphite
- Northern Graphite produces spherical graphite from its Bissett Creek graphite project in Ontario, Canada.
- Tests confirmed the ability to purify Bissett Creek graphite into spherical graphite, which sells at a premium compared to flake graphite concentrate.
- This allows Northern Graphite to add a value-added purification plant and production of spherical graphite, but requires an additional $15 million in capital expenditures.
Neil McMillan, President and CEO of Claude Resources Inc., presented the company's Q2 2012 financial results and operational highlights. Key points included gold production of 12,166 ounces, a net profit of $0.7 million, and cash costs of $1,082 per ounce. Exploration programs continued at the Seabee, Madsen, and Amisk projects, with a total planned expenditure of $12.5 million for 78,000 metres of drilling. The presentation provided an overview of recent development and exploration activities as well as the company's outlook for 2012, focusing on increasing production, reducing costs, and advancing projects through exploration.
Similar to Gold Investment Symposium 2012 - Company presentation - KBL Mining Limited (20)
Symposium Investor Roadshow November 2015 - WPG ResourcesSymposium
The document discusses WPG's plans to build South Australia's first regional gold play by re-opening the existing Challenger gold mine in Q2 2016 and commencing production at the Tarcoola gold mine in Q3 2016. It has secured an exclusive option to acquire the Challenger gold mine from Kingsgate Consolidated Limited. If the option is exercised, WPG will acquire the mine in a 50/50 joint venture with Diversified Minerals Pty Ltd. The acquisition includes all assets, infrastructure and bonds. The goal is to extend the mine life by improving economics through reducing mining dilution and increasing ore grades.
Symposium Investor Roadshow November 2015 - MGC PharmaceuticalsSymposium
MGC Pharmaceuticals (MGC) is a medical and cosmetic cannabis company with licenses to grow, extract and sell Cannabis Sativa in Slovenia within the EU. MGC holds unique genetics with very low THC levels and high CBD content, allowing it to produce higher amounts of CBD. MGC is currently developing its own line of cosmetic and over-the-counter medical products and has partnerships to sell CBD extracts. The company sees opportunities in the Australian market following regulatory changes.
Stonehenge/ Protean Wave Energy - Symposium Investor Roadshow November 2015Symposium
This investor presentation provides an overview of Stonehenge Metals Ltd, which is transitioning to focus on renewable energy and plans to change its name to Protean Wave Energy Limited. It is raising up to $5 million to commercialize the Protean wave energy conversion technology. The presentation discusses the renewable energy opportunity and challenges with wind and solar. It then describes the Protean technology, which uses all six degrees of wave movement to generate compressed air. The company's strategy is to initially target remote islands and ports that currently rely on diesel generation. It outlines partnerships in Australia and the US, and plans to deploy a demonstration wave farm in Australia and potentially a commercial pilot project in the Maldives. The board and
Altech Chemicals Investor Roadshow Presentation September 2015Symposium
This presentation by Iggy Tan, Managing Director of Altech Chemicals Limited, provides an overview of the company's plans to become a leading producer of high purity alumina (HPA). Altech aims to utilize a low-cost process to produce HPA from aluminous clay deposits in Western Australia for applications in LED lighting and electronics. Key points include:
- HPA demand is growing rapidly due to increasing use in LEDs and sapphire glass for smartphones. Altech's proposed plant in Malaysia is well-positioned to serve Asian markets.
- Altech's process involves leaching aluminous clay with hydrochloric acid to extract high purity alumina in a single step at a lower cost than other producers
- MRL Corporation holds mining and exploration licenses covering 6,300 hectares of high-grade vein graphite deposits in Sri Lanka.
- Drilling has returned graphite grades as high as 99.3% total carbon.
- Rehabilitation of existing mine shafts is underway to commence small-scale production in 2015, with minimal infrastructure required.
- Testing at the University of Adelaide found the graphite suitable for high-quality, scalable graphene production.
Antisense Therapeutics is a biotech company developing antisense drugs to treat diseases. It has two drugs that showed positive results in Phase 2 clinical trials. ATL1103 for acromegaly was partnered with Strongbridge Biopharma who will fund further development and commercialization in exchange for milestone payments up to $124 million plus royalties. ATL1102 showed positive results for multiple sclerosis in a Phase 2 trial. The company is working to establish an early access program for ATL1102 in Europe to potentially generate near-term revenue while seeking a partner for a Phase 2b trial. Antisense Therapeutics believes its antisense technology platform has potential applications for cancer and diabetic complications as
Antilles Oil and Gas (ASX: AVD) Investor Roadshow presentation September 2015Symposium
Antilles Oil & Gas is an Australian listed company focused on oil and gas exploration and production. It has acquired a 100% interest in an onshore block in Peru covering over 1 million acres with existing seismic data and nearby hydrocarbon fields. The company's management team has extensive experience operating in similar geological settings in the Atlantic Margin. Antilles plans to reprocess existing 2D seismic over the block to identify low-risk drilling targets near the Pirin oil field with production of over 300,000 barrels historically. The company represents an opportunity for investors to gain exposure to high-potential exploration in Peru and the wider Caribbean region.
UIL Energy (ASX:UIL) Investor Roadshow Sept 2015Symposium
UIL Energy is an oil and gas company focused on exploration and development in the Perth Basin in Western Australia. The company holds a significant land position of around 500,000 acres in the basin. The managing director argues that UIL Energy is significantly undervalued compared to its peers in the Perth Basin, and is well positioned to benefit from increasing drilling and development activity in the region as major gas producers' offshore reserves decline. He outlines UIL Energy's assets and prospects in the northern, central, and southern parts of the Perth Basin, as well as projections for increasing domestic gas prices in Western Australia over the coming decades.
Central petroleum investor presentation July 2015Symposium
Central Petroleum holds over 56 million acres of exploration tenements in Australia, including operating stakes in several joint ventures. It will take over operation of the Mereenie oil and gas field through a joint venture with Santos. Central expects the Northern Gas Pipeline (NEGI) to be approved, which would deliver $75 million per year in additional revenues for Central beginning in 2019. Over half the gas transported through NEGI is expected to come from fields operated by Central. The presentation outlines Central's assets and operations and argues that approval of NEGI is crucial to unlocking new gas markets and revenues.
New Zulu (ASX: NZW) presentation to investors in Sydney and Melbourne July 2015Symposium
New Zulu founder and Managing Director, Alex Hartman, presented to investors in Sydney and Melbourne on the 14th and 15th July and there was a great deal of excitement about the latest news and developments
This document provides an overview of the Jumbuck Gold Project and IronClad Mining Limited's plans to bring the project to production. It discusses IronClad's dominant land position surrounding the historic 1 million ounce Challenger Gold Mine. The company plans initial production from near-term drilling targets like "Golf Bore" that could yield 100-150k ounces, then expanding exploration to establish a 500k ounce resource. Longer-term, drilling for deeper, higher grade deposits resembling Challenger is aimed at defining a 1-5 million ounce resource to underpin production from the centrally located Challenger processing plant. The overall goal is to generate revenues from early production to fund defining additional resources and reserves along
2015 Broken Hill Resources Investment Symposium - Geological Survey of New So...Symposium
"Broken Hill 1:250000 metallogenic special and revised metamorphic facies-isograd maps".
Dr Joel Fitzherbert, Senior Geoscientist, Geological Survey of New South Wales
2015 Broken Hill Resources Investment Symposium - Gloria ZouSymposium
A young girl named Gloria Zou gave a presentation at the 2015 Australia Resources and Energy Investment Conference where she expressed her expectation that Australia and China would become close partners. She referenced statements from the Consul-General of China and Australia's Prime Minister Abbott expressing both countries' commitment to strengthening cooperation and mutual benefits through China's economic reforms. Gloria hoped that in the future, Australian resources would be more present throughout China and more Chinese people would be able to enjoy Australia's landscape.
2015 Broken Hill Resources Investment Symposium - South Australian Departmen...Symposium
South Australian Department for State Development , Ted Tyne, Executive Director.
Investor presentation at 2015 Broken Hill Resources Investment symposium.
2. DISCLAIMER
Disclaimer
This presentation has been prepared and issued by KBL Mining Limited (“the Company”). It contains general information about the Company’s activities
current as at the date of the presentation. The information is provided in summary form and does not purport to be complete. This presentation is not to
be distributed (nor taken to have been distributed) to any persons in any jurisdictions to whom an offer or solicitation to buy shares in the Company
would be unlawful. Any recipient of the presentation should observe any such restrictions on the distribution of this presentation and warrants to the
Company that the receipt of the presentation is not unlawful. The presentation does not constitute, and should not be considered as, an offer or
invitation to subscribe for or purchase any securities in the Company or as an inducement to make an offer or invitation with respect to those securities.
This presentation contains forecasts which are based on various assumptions. While the Company has endeavoured to ensure that that these
assumptions are reasonable, the Company can not factor in future events which are not foreseeable. Therefore, it is possible that the forecasts may not
be achieved.
To the maximum extent permitted by law, no representation, warranty or undertaking, express or implied, is made and, to the maximum extent
permitted by law, no responsibility or liability is accepted by the Company or any or its officers, employees, agents or consultants or any other person as
to the adequacy, accuracy, completeness or reasonableness of the information in this presentation. To the maximum extent permitted by law, no
responsibility for any errors or omissions from this presentation whether arising out of negligence or otherwise is accepted. An investment in the shares
of the Company is to be considered highly speculative.
Confidentiality
The contents of this presentation are confidential. This presentation is being provided to you on the basis that you do not reproduce, communicate or
disclose it to, or discuss it with, any other person without the prior permission of the Company.
Competent Persons Statement
The information in this Presentation that relates to Exploration Results and Mineral Resources and Reserves is based on information compiled by Anthony
Johnston, MSc (Hons), who is a Member of the Australasian Institute of Mining and Metallurgy and is a full-time employee of the Company. He has
sufficient experience which is relevant to the style of mineralisation and type of deposit under consideration and to the activity which he is undertaking to
qualify as a Competent Person as defined in the 2004 Edition of the ‘Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore
Reserves.’ Mr Johnston consents to the inclusion in the Presentation of the matters based on his information in the form and context that the information
appears.
2
3. INVESTMENT CONSIDERATIONS
KBL Mining is:
Generating revenue and cash flow
Positioned for high profit growth
Diverse in asset and metals base
An experienced mining team
Mineral Hill (copper-gold-silver) Sorby Hills (silver-lead)
↑ Revenue, ↓ Costs at over next Commissioning and mining in FY14
12-18 months ~$70-90m revenue pa for Stage 1
~$70-90m revenue pa
Underexplored
3
4. CORPORATE OVERVIEW
Key Information
Share price A$0.21
52-week low/high A$0.10 - 0.32
Ave. volume (3-month) 616,717
Shares outstanding 292m
Market capitalisation A$61.3m
38c Convertible Notes 28.95m
Options 2.15m
Debt Nil
Cash at 30/6/12 $11.7m
Enterprise Value $49.6m
Shareholders (#) 5,359
Major shareholders Board & Management
Investor 1 Jul 12 Jim Wall - Executive Chairman
Tanjong Pagar 14.99% Steve Lonergan – Exec. Director / Company Sec.
Henan Yuguang Gold & Lead 7.33% Bob Besley - Non Executive Director
Toho Zinc 4.67% John Richards - Non Executive Director
Pagodatree 2.97% Trangie Johnston - Chief Executive Officer
Sunbeam 2.85% Stuart Mathews - Chief Operating Officer
Board Management 5% Will Beaurepaire – Chief Financial Officer
Other Top 20 6.7% Ed Newman – General Manager - Projects
1. ASX 200 Materials Index rebased to KBL share price as at 1 July 2010
TOTAL 44.5% 2. Excludes 38c Convertible Notes and hire/purchase facility
4
3. Cash is pro-forma unaudited as at 30 June 2012
5. DIVERSIFIED ASSET BASE
Sorby Hills (WA) Ag, Pb, Zn Mineral Hill/Iron Duke (NSW) Cu, Au, Ag, Pb, Zn
Targeting production at 500,000tpa in FY14 Cu/Au production targeting $70-$90m pa in CY13
Status Feasibility Status Producing
KBL Ownership 75% KBL Ownership 100%
Target Mine Life 10+ years Est. Mine Life 10+ years
Current Resources (containing) 16.7 million tonnes Current Resources (containing) 6.5 million tonnes
28m oz Ag 74,000t Cu
750,000t Pb 245,000oz Au
117,000t Zn 6.1m oz Ag
83,000t Pb
50,000t Zn
Manbarrum (NT) Ag, Pb, Zn
Constance Range (QLD) Fe
Extension to Sorby Hills mine life
1-2mtpa Direct Shipping Ore scoping study
Status Pre-Feasibility
Status Scoping Study
KBL Ownership earning 51%
KBL Ownership 30%
Current Resources 32.4 million tonnes
Target Mine Life 10+ years
(containing) 10m oz Ag
Current Resources 296 million tonnes
410,000t Zn
(containing) 157.2m t Fe
113,000t Pb
*Resources for KBL are broken down by grade, tonnes and category in the Appendix 5
7. MINERAL HILL MINE (KBL 100%)
• Location: Cobar Basin, NSW
• $70-90m pa target revenue
from FY14-20
Underground Cu-Au-Ag
Pearse open cut Au-Ag
• $40m forecast free cash
flow in FY14
Capital expenditure: $15m
• 6.5Mt Resource Base:
74,000t Cu
245,000oz Au
6.1m oz Ag
83,000t Pb
10+ yr
mine life
50,000t Zn
7
8. EXPLORATION SUCCESS
• Red Terror: Significant copper-
rich mineralisation including:
26m @ 7.1% Cu and 4.3g/t Au
including 7m @ 15.8% Cu & 14.3g/t
Au
Accessible now
• Parkers Hill Deeps: New Cu-Au
discovery below current mining
including:
16.1m @ 3.8% Cu and 9g/t Au
6m @ 6.8% Cu and 6.7g/t Au
Accessible within 1 month
• Doubled resource base over
past 18 months
• Resources open along
strike/depth
8
9. SORBY HILLS (KBL 75%)
• Location: Northern Western
Australia / Northern Territory
• Joint Venture with Henan Yuguang
SORBY HILLS
Gold & Lead, China (KBL 75%)
• Target: A$70-$90m annual
revenue for 10+ years (Stage 1)
20-30,000t Pb
800,000-1m oz Ag
• 16.7mt containing:
28m oz silver
750,000t lead
117,000t zinc
• Commence Stage 1 development
in 2013 and mining in 2014
9
10. FOCUSED DEVELOPMENT
• 250km mineralised syncline, KBL has a
commanding position
• Sorby is Mississippi Valley Type (MVT) Ag- 10km
Pb-Zn. Shallow 5m-40m cover
1.5km
10
12. INVESTMENT CONSIDERATIONS
KBL Mining is:
Generating revenue and cash flow
Positioned for high profit growth
Diverse in asset and metals base
An experienced mining team
Mineral Hill (copper-gold-silver) Sorby Hills (silver-lead)
↑ Revenue, ↓ Costs at over next Commissioning and mining in FY14
12-18 months ~$70-90m revenue pa for Stage 1
~$70-90m revenue pa
Underexplored
12
14. EXPERIENCED MANAGEMENT
Jim Wall Steve Lonergan Trangie Johnston Stuart Mathews
Executive Chairman Executive Director/Co. Sec. Chief Executive Officer Chief Operating Officer
B Eng (UWA) LLB (Hons), LLM. BSc (Hons) (U.Newcastle), M MSc (Geology)
Econ Geol (U.Tasmania) Mr Mathews has 23 years of geology,
mining, and project development
Mr Wall has been Managing Mr Lonergan is a commercial experience both in
Director of Nicron lawyer based in Sydney with Mr Johnston has over 15
Australia and internationally including
Resources Limited, more than 30 years years experience in the project development through to production
Executive Director of Aztec experience in the Australian mineral exploration and at the large Palmarejo Silver and Gold Mine
Mining Company Limited mining industry across a wide in Mexico and the Cowal Gold Mine in NSW,
and Managing Director of and international mining
industry. range of deposit types and Australia.
Savage Resources Limited, tectonic settings from Stuart Mathews was previously a Vice
during which time its He has been General President at Coeur D’Alene Mines
market capitalisation on ASX Australia, New Zealand, Saudi
Counsel of Pancontinental Corporation.
increased by 40 times to Arabia, southern Africa and His prior experience includes management
Mining Group, a partner at
over $600 million. central South America. roles at gold and base metals mines in
Baker & McKenzie Sydney,
He is a fellow of the Mr Johnston has developed a Western Australia, New South Wales,
General Counsel and
Australian Institute of scale-independent approach Queensland and New Zealand.
Company Secretary of
Mining and Metallurgy and to the analysis of structural
Savage Resources Limited
is the former Executive geology facilitating in target
Chairman of CBH Resources and General Counsel and
generation and resource Ed Newman
Limited, retiring in March Company Secretary of CBH General Manager, Projects
definition for a range of
2009. Resources Limited.
deposits types including
He was most recently a Directorships of other listed porphyry, high/low Mr. Newman has over 33 years experience
non‐executive director of companies in the last 3 in the mining and exploration industry. He
sulphidation epithermal,
Ferraus Limited, and has years: Paradigm Metals has held positions as chemist and manager
IOCG, SEDEX, VHMS, orogenic of an analytical services laboratory as well as
previously been a director Limited and Finders
of other listed companies, gold (brittle to ductile being involved in feasibility studies, design,
Resources Limited. systems), uranium and rare- construction and commissioning of several
such as Emperor Mines
Limited and BMA Gold element pegmatites. mining and processing operations in
Limited. Australia and Papua New Guinea.
14
15. RESOURCES SUMMARY
Summary of Resource Tables on slides 26 to 31
Grade
Project mt Fe % Cu % Pb % Zn % Ag g/t Au g/t
Mineral Hill / Iron Duke 6.5 1.13 1.3 0.7 28 1.13
Sorby Hills 16.7 4.5 0.7 52
Manbarrum 32.4 0.4 1.3 9
Constance Range 296 53.1
Contained Metal
Project mt Fe (mt) Cu (t) Pb (t) Zn (t) Ag (oz) Au (oz)
Mineral Hill / Iron Duke 6.5 73,480 83,973 47,817 6,117,703 245,510
Sorby Hills 16.7 751,500 116,900 28,012,903
Manbarrum 32.4 113,400 411,480 9,615,484
Constance Range 296 157.2
15
16. MINERAL HILL MINE RESOURCES
PART 1
Parkers Hill Sulphide Cut-off Grade 0.6% Cu (As released on 19 September 2011)
Tonnes Grade Contained metal
Category
(thousands) Copper % Lead % Zinc % Silver g/t Gold g/t Copper (kt) Lead (kt) Zinc (kt) Silver (oz) Gold (oz)
Indicated 1,450 1.9 1.2 1.2 36 0.30 27.6 17.4 17.4 1,678,268 13,986
Inferred 50 1.6 1.1 2.4 48 0.20 0.8 0.6 1.2 77,162 322
Total 1,500 1.9 1.2 1.2 36 0 28.4 18.0 18.6 1,755,429 14,307
Parkers Hill Oxide Cut-off Grade 0.6% Cu, 2% Pb, 100g/t Ag (As released on 13 September 2011)
Tonnes Grade Contained metal
Category
(thousands) Copper % Lead % Zinc % Silver g/t Gold g/t Copper (kt) Lead (kt) Zinc (kt) Silver (oz) Gold (oz)
Indicated 900 0.7 3.7 0.4 67 0.04 5.9 33.6 3.4 1,925,957 1,157
Inferred 200 1.8 3.9 0.3 86 0.05 3.6 7.8 0.6 552,992 302
Total 1,100 0.9 3.7 0.4 70 0.05 9.5 41.4 4.0 2,478,949 1,460
ESOZ Cut-off Grade 0.6% Cu equivalent (As released on 13 September 2011)
Tonnes Grade Contained metal
Category
(thousands) Copper % Lead % Zinc % Silver g/t Gold g/t Copper (kt) Lead (kt) Zinc (kt) Silver (oz) Gold (oz)
Indicated 101 1.5 0.1 0.2 7 3.7 1.5 0.1 0.2 22,731 12,015
Inferred 214 2.1 0.1 0.1 8 5.1 4.5 0.2 0.2 55,042 35,089
Total 315 1.9 0.1 0.1 8 4.6 6.0 0.3 0.4 77,773 47,104
Pearse Cut-off Grade 1g/t Au (As released 19 November 2011)
Tonnes Grade Contained metal
Category
(thousands) Silver g/t Gold g/t Silver (oz) Gold (oz)
Indicated 226 84 6.7 611,430 48,769
Inferred 71 67 5.7 153,803 13,085
Total 298 80 6.5 765,232 61,853
16
17. MINERAL HILL MINE RESOURCES
PART 2
SOZ (Au Zone) Cut-off grade 2.5g/t Au (As released on 1 November 2011)
Tonnes Grade Contained metal
Category
(thousands) Copper % Lead % Zinc % Silver g/t Gold g/t Copper (kt) Lead (kt) Zinc (kt) Silver (oz) Gold (oz)
Measured 162 0.7 0.4 0.3 9 4.1 1.1 0.7 0.5 48,111 21,198
Indicated 74 0.8 0.9 1.0 18 3.9 0.6 0.7 0.7 43,705 9,231
Inferred 165 0.9 0.5 0.5 12 4.9 1.4 0.8 0.9 63,172 26,158
Total 400 0.8 0.5 0.5 12 4.4 3.2 2.1 2.1 154,988 56,587
SOZ (Cu / Au Zone) Cut-off grade 1.5% Cu Eq.* (As released on 1 November 2011)
Tonnes Grade Contained metal
Category
(thousands) Copper % Lead % Zinc % Silver g/t Gold g/t Copper (kt) Lead (kt) Zinc (kt) Silver (oz) Gold (oz)
Measured 479 1.4 0.6 0.4 14 1.1 6.8 2.7 2.0 216,065 17,094
Indicated 233 1.0 0.4 0.4 10 1.4 2.2 1.0 0.9 72,789 10,355
Inferred 150 1.0 0.5 0.3 11 1.5 1.6 0.7 0.5 53,497 7,018
Total 862 1.2 0.5 0.4 12 1.3 10.6 4.4 3.4 342,350 34,467
SOZ (Pb / Zn Zone) Cut-off grade 4% Pb+Zn (As released on 1 November 2011)
Tonnes Grade Contained metal
Category
(thousands) Copper % Lead % Zinc % Silver g/t Gold g/t Copper (kt) Lead (kt) Zinc (kt) Silver (oz) Gold (oz)
Measured 90 0.7 3.1 2.4 29 0.4 0.7 2.8 2.2 82,916 1,103
Indicated 389 0.4 2.5 2.7 25 0.2 1.5 9.8 10.3 311,595 2,624
Inferred 220 0.3 2.4 3.1 21 0.3 0.7 5.2 6.8 148,472 1,767
Total 699 0.4 2.6 2.8 24 0.2 2.9 17.8 19.3 542,982 5,494
17
18. MINERAL HILL MINE
RESERVES
PARKERS HILL UNDERGROUND RESERVES
Copper Reserve: Probable Reserves (@ 1% Copper Cut-off Grade) (As released on 7 June 2011)
Contained Contained Contained Contained Contained
Category Tonnes Copper % Zinc % Lead % Silver g/t Gold g/t
Copper (T) Zinc (T) Lead (T) Silver (oz) Gold (oz)
Probable 493,600 2.17 1.07 0.85 29.4 0.43 10,711 5,282 4,196 466,566 6,824
Lead-Zinc-Low Copper Combined Zone: Probable Reserves (@ 3.5% Combined Lead-Zinc Cut-off Grade) (As released on 7 June 2011)
Contained Contained Contained Contained Contained
Category Tonnes Copper % Zinc % Lead % Silver g/t Gold g/t
Copper (T) Zinc (T) Lead (T) Silver (oz) Gold (oz)
Probable 343,000 1.27 1.89 1.91 49.2 0.13 4,356 6,483 6,551 542,563 1,434
PEARSE PROJECT RESERVES
Pearse Reserves Cut-off Grade 1g/t Au Oxide, 2g/t Au Primary (As Released 20 October 2011)
Category Tonnes Silver g/t Gold g/t Contained Silver (oz) Contained Gold (oz)
Probable Primary 28,458 76 6.9 68,417 6,212
Oxide 18,244 14 4.4 8,102 2,546
Sub Total 46,702 52 5.9 76,519 8,758
Proven Primary 152,489 91 7.3 444,709 35,674
Oxide 36,049 16 6.5 18,519 7,523
Sub Total 188,538 77 7.2 463,228 43,198
TOTAL 235,240 72 6.9 539,746 51,956
18
19. IRON DUKE
RESOURCES
Iron Duke Cut-off Grade 0.5% Cu equivalent (As released 4 June 2012)
Tonnes Grade Contained metal
Category
(thousands) Copper % Gold g/t Copper (kt) Gold (oz)
Oxidised 52 1.0 0.3 0.5 502
Transitional 291 1.2 0.5 3.5 4,678
Fresh 988 0.9 0.6 8.9 19,059
Total 1,331 1.0 0.6 12.9 24,238
Iron Duke Cut-off Grade 1% Cu equivalent (As released 4 June 2012)
Tonnes Grade Contained metal
Category
(thousands) Copper % Gold g/t Copper (kt) Gold (oz)
Oxidised 22 1.4 0.4 0.3 283
Transitional 164 1.5 0.6 2.5 3,164
Fresh 308 1.5 0.9 4.6 8,912
Total 494 1.5 0.8 7.4 12,359
19
20. SORBY HILLS / MANBARRUM
SORBY HILLS, WA
Sorby Hills Cut-off Grade 2.5% Pb (As released on 22 December 2011)
Tonnes Grade Contained metal
Category silver Silver
(millions) Lead (%) Zinc (%) Lead (t) Zinc (t)
(g/t) (million oz)
Indicated 4.7 63 4.7 0.4 9.5 220,900 18,800
Inferred 12.0 48 4.5 0.9 18.5 540,000 108,000
Total Indicated and Inferred 16.7 52 4.5 0.7 28.0 760,900 126,800
MANBARRUM, WA & NT
Sandy Creek Primary Zone Cut-off Grade 1% Pb, 1% Zn (As released on 9 February 2011)
Tonnes Grade Contained metal
Category silver Silver
(millions) Lead (%) Zinc (%) Lead (t) Zinc (t)
(g/t) (million oz)
Indicated 12.9 4.8 0.6 2.1 2.0 77,400 270,900
Inferred 10.0 4.4 0.3 1.5 1.4 30,000 150,000
Total Indicated and Inferred 22.9 4.6 0.5 1.8 3.4 107,400 420,900
Djibigan Oxide Zone Cut-off Grade 1% Zn, 15g/t Ag (As released on 9 February 2011)
Tonnes Grade Contained metal
Category silver Silver
(millions) Lead (%) Zinc (%) Lead (t) Zinc (t)
(g/t) (million oz)
Inferred 9.5 20.2 0 0 6.2 0 0 20
21. CONSTANCE RANGE
Constance Range Iron Ore Deposit Cut-off Grade 49% Fe (As released on 19 November 2009)
Tonnes Grade Contained metal
Category Aluminium Iron Ore
(millions) Iron % Silica % Phosphorous LOI %
Oxide % (million tonnes)
%
Within National Park Inferred 59.59 52.7 10.58 0.02 1.64 11.28 31
Within Buffer Zone Inferred 131.95 53.1 10.51 0.02 2.09 11.11 70
Outside Buffer Zone Inferred 104.41 53.4 10.09 0.02 1.02 11.23 56
Total Inferred 295.95 53.1 10.38 0.02 1.63 11.19 157
Total (Excluding
Inferred 236.36 53.2 10.33 0.02 1.62 11.16 126
National Park)
21
22. Contact Us
(02) 9927 2006
info@kblmining.com.au
www.kblmining.com.au
22