AI assistant
ALTECH BATTERIES LTD — Investor Presentation 2012
Aug 5, 2012
64444_rns_2012-08-05_5874a262-be90-4215-8cfa-a91d4f8a913a.pdf
Investor Presentation
Open in viewerOpens in your device viewer
MEDIA/ASX RELEASE 6 AUGUST 2012
==> picture [594 x 98] intentionally omitted <==
AMMG’S PARTICIPATION AT DIGGERS & DEALERS 2012
Australia Minerals and Mining Group Ltd (ASX:AKA) (“AMMG or “the Company”) is participating in the upcoming annual Diggers & Dealers Conference this August 6 – 8 at the Kalgoorlie Goldfields Arts Centre.
The Company’s corporate presentation is attached, which will be available at AMMG’s booth.
Diggers & Dealers is Australia’s premier international annual mining conference, attracting over 2,300 delegates from private investors, fund managers, independent brokers and financial specialists interested in investing in the natural resources sector. For more information about the conference, visit www.diggersndealers.com.au
We cordially invite delegates to meet the AMMG team at the conference.
Date August 6 – 8, 2012 Venue Goldfields Art Centre, Cheetham Street, Kalgoorlie AMMG’s Booth Number 66
For more information on Australia Minerals and Mining Group please see below or contact:
Ric Dawson Tony Dawe Managing Director Professional Public Relations Pty Ltd T: +61 8 9389 5557 T : +61 8 9388 0944 [email protected] [email protected]
==> picture [41 x 42] intentionally omitted <==
==> picture [377 x 47] intentionally omitted <==
==> picture [720 x 398] intentionally omitted <==
==> picture [80 x 83] intentionally omitted <==
==> picture [150 x 29] intentionally omitted <==
Disclaimer
Certain statements made during or in connection with this communication, including, without limitation, those concerning the economic outlook for the exploration industry, expectations regarding commodity prices, production, cash costs and other operating results, growth prospects and the outlook of Australia Minerals and Mining Group Limited’s (AMMG) operations; contain or comprise certain forward-looking statements regarding AMMG’s exploration operations, economic performance and financial condition.
Although AMMG believes that the expectations reflected in such forward-looking statements are reasonable, no assurance can be given that such expectations will prove to have been correct. Accordingly, results could differ materially from those set out in the forward-looking statements as a result of, among other factors, changes in economic and market conditions, success of business and operating initiatives, changes in the regulatory environment and other government actions, fluctuations in commodity prices and exchange rates and business and operational risk management. AMMG undertakes no obligation to update publicly or release any revisions to these forward-looking statements to reflect events or circumstances after today’s date or to reflect the occurrence of unanticipated events.
The Chinese version of this document translated by AMMG has been prepared with the utmost care. However, AMMG does not accept any liability for the correctness and completeness of the content of the translation and the direct or indirect consequences of acting or failing to act based on this translation. In all cases, the English document shall take precedence.
Competent Person Statement
==> picture [194 x 222] intentionally omitted <==
==> picture [161 x 32] intentionally omitted <==
Technical information in this report is based on information compiled by Mr Michael O’Mara, B. App. Sc. (Geol.), AMMG Chief Geologist and a member of the Australian Institute of Geoscientists (AIG). Mr O’Mara has sufficient exploration experience which is relevant to the styles of mineralisation and types 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’ (“JORC 2004”). Mr O’Mara consents to the inclusion in this release of the matters based on his information in the form and context in which it appears.
==> picture [63 x 23] intentionally omitted <==
2
Corporate Snapshot
==> picture [596 x 240] intentionally omitted <==
----- Start of picture text -----
Non-executive Chairman
Managing Director 0.091
Non-executive Director 100.9m
Non-executive Director 42m
11.5m
Non-executive Director (Independent)
8m
Company Secretary/
Chief Financial Officer 9.19m
5 m
0.175-0.091
Nil
----- End of picture text -----
==> picture [63 x 23] intentionally omitted <==
==> picture [258 x 213] intentionally omitted <==
----- Start of picture text -----
Major Shareholders
as at 1 Aug 2012
Top 20
Shareholders
36% Directors &
52% Associates
12%
Remaining
Shareholders
----- End of picture text -----
==> picture [301 x 207] intentionally omitted <==
3
Investment Case
==> picture [63 x 23] intentionally omitted <==
==> picture [463 x 470] intentionally omitted <==
----- Start of picture text -----
$5m cash
Targeting mineral
projects with
and access to
Iron Ore
Kaolin/Alumina
from China, India, Potential to
SE Asia or joint venture
Close individual projects
to China
board
& management
team
----- End of picture text -----
4
Corporate Strategy
OUR VISION
Identify sufficient Develop projects Add value to our resources with internally or with projects to create potential to JV partners shareholder develop bulk wealth mineral projects
==> picture [95 x 118] intentionally omitted <==
==> picture [95 x 118] intentionally omitted <==
==> picture [95 x 118] intentionally omitted <==
==> picture [95 x 118] intentionally omitted <==
==> picture [63 x 23] intentionally omitted <==
==> picture [274 x 164] intentionally omitted <==
5
Project Locations
==> picture [115 x 406] intentionally omitted <==
----- Start of picture text -----
vs
WEST
AFRICA
SOUTH
AMERICA
----- End of picture text -----
==> picture [147 x 135] intentionally omitted <==
==> picture [63 x 23] intentionally omitted <==
6
==> picture [720 x 531] intentionally omitted <==
----- Start of picture text -----
7
----- End of picture text -----
==> picture [706 x 529] intentionally omitted <==
----- Start of picture text -----
between
AMMG, Viento,
Resolve Geo,
Carbine
Tungsten
& of
6 pending bedded
applications ironstone
totalling outcrop
sequence
Substantial Drilling program
planned for
on August 2012
historical to
drilling
Seeking
----- End of picture text -----
8
==> picture [683 x 74] intentionally omitted <==
- •BHP drilled 16,256m diamond drill core
==> picture [111 x 52] intentionally omitted <==
-
•Inferred resource of 236Mt at 53.2% iron
-
•DSO inferred resource 15Mt at 56.5% iron
==> picture [109 x 50] intentionally omitted <==
-
•BHP drilling 1956-1963
-
•Site reconnaissance commenced in May to prepare drill program logistics
-
•BHP drilling 1956-1963
==> picture [117 x 47] intentionally omitted <==
- •Drilling is planned for September to prepare JORC statement of resources
==> picture [280 x 421] intentionally omitted <==
==> picture [63 x 24] intentionally omitted <==
9
*Source: Kimberley Metals 2009 Prospectus
==> picture [720 x 74] intentionally omitted <==
==> picture [603 x 464] intentionally omitted <==
==> picture [63 x 24] intentionally omitted <==
10
==> picture [720 x 74] intentionally omitted <==
10 granted tenements, 8 applications = 3,600km² Targeting hematite/goethite and coarse grain magnetite, using aeromagnetic analysis Bencubbin test work shows average with grind size of -75microns
==> picture [220 x 291] intentionally omitted <==
==> picture [218 x 291] intentionally omitted <==
==> picture [38 x 25] intentionally omitted <==
Southdown Extension test work shows with grind size of -75 microns
==> picture [38 x 25] intentionally omitted <==
with Anhui Bureau, China for potential capital investment and project development
==> picture [63 x 23] intentionally omitted <==
Pingaring project successful state government EIS applicant; drilling commencing later in the year.
11
12
==> picture [720 x 68] intentionally omitted <==
==> picture [164 x 100] intentionally omitted <==
==> picture [164 x 100] intentionally omitted <==
==> picture [164 x 100] intentionally omitted <==
==> picture [630 x 245] intentionally omitted <==
==> picture [63 x 23] intentionally omitted <==
==> picture [158 x 96] intentionally omitted <==
==> picture [158 x 96] intentionally omitted <==
==> picture [158 x 96] intentionally omitted <==
==> picture [720 x 68] intentionally omitted <==
==> picture [541 x 374] intentionally omitted <==
==> picture [63 x 23] intentionally omitted <==
13
==> picture [716 x 66] intentionally omitted <==
==> picture [380 x 423] intentionally omitted <==
conc. 38.3% mass recovery conc. 45.2% mass recovery conc. 39.8% mass recovery conc. 47.8% mass recovery
==> picture [63 x 23] intentionally omitted <==
14
==> picture [720 x 64] intentionally omitted <==
==> picture [63 x 24] intentionally omitted <==
==> picture [567 x 443] intentionally omitted <==
----- Start of picture text -----
Western
Australia
----- End of picture text -----
*The term target should not be misunderstood nor misconstrued as an estimate of Mineral Resources and Reserves as defined by the JORC Code (2004), and therefore the term has not been used in this context. It is uncertain if further exploration or feasibility study will result in the determination of a Mineral Resource or Mining Reserve.
15
==> picture [720 x 64] intentionally omitted <==
==> picture [634 x 337] intentionally omitted <==
----- Start of picture text -----
Appointed analytical
AMMG developing Provided physical
chemists to
own specifications to
AMMG’s process
companies
technology
Technology holder
Australian verification
produced
HP alumina
high purity (HP) alumina
AMMG submitted
small
to Chinese acid
process technology
holder Technology holder
produced Australian verification
smelter grade (SG) SG alumina
alumina
----- End of picture text -----
==> picture [63 x 23] intentionally omitted <==
==> picture [137 x 115] intentionally omitted <==
==> picture [136 x 115] intentionally omitted <==
==> picture [138 x 114] intentionally omitted <==
16
==> picture [720 x 69] intentionally omitted <==
| Project | Indicated (Mt) |
Inferred (Mt) |
Exploration Target* (Mt) |
Land Holding (km²) |
% -45 micron1 |
Brightness 2 |
|---|---|---|---|---|---|---|
| 16.77 | 48.28 | 75-130 | 966 | 42.3% | 83.2% | |
| - | 85 | 140-190 | 459 | 41.8% | 83.5% | |
| - | - | 70-110 | 408 | 52% | 80-85% | |
| - | - | 200-400 | 600 | - | 80-85% | |
| TOTAL | 485-830 | 2,433 |
- *The term “Target” should not be misunderstood nor misconstrued as an estimate of Mineral Resources and Reserves as defined by the JORC Code (2004), and therefore the term has not been used in this context. It is uncertain if further exploration or feasibility study will result in the determination of a Mineral Resource or Mining Reserve
==> picture [63 x 23] intentionally omitted <==
- The % minus 45 micron was measured by wet screening.
==> picture [220 x 159] intentionally omitted <==
- Brightness is the ISO brightness of the minus 45 kaolin.
Ric Dawson, Managing Director of AMMG, and Anhui Lianghuai Resources’ executive team at the Meckering project test pit
17
==> picture [705 x 67] intentionally omitted <==
==> picture [666 x 410] intentionally omitted <==
==> picture [63 x 23] intentionally omitted <==
18
==> picture [720 x 68] intentionally omitted <==
==> picture [702 x 367] intentionally omitted <==
----- Start of picture text -----
45.86 38.32 0.43 0.56 0.05 0.17 - 0.45 0.27 0.00 0.05 13.83
53.22 44.47 0.5 0.65 0.06 0.26 - 0.52 0.31 0 0.06 -
- 95.06 1.07 1.39 0.13 0.42 - 1.13 0.67 - 0.13 -
46.0 0.3 0.1 - 0.1 0.1 0.4 0.7 - 0.3 13.6
53.3 0.3 0.1 - 0.1 0.1 0.5 0.8 - 0.3 -
- 0.7 0.2 - 0.2 0.2 1.0 1.5 - 0.7 -
lg.loss: removal of chemically bound water
----- End of picture text -----
==> picture [63 x 23] intentionally omitted <==
19
==> picture [720 x 68] intentionally omitted <==
==> picture [712 x 344] intentionally omitted <==
==> picture [63 x 23] intentionally omitted <==
==> picture [179 x 98] intentionally omitted <==
==> picture [182 x 101] intentionally omitted <==
20
==> picture [694 x 69] intentionally omitted <==
==> picture [313 x 213] intentionally omitted <==
==> picture [336 x 215] intentionally omitted <==
Alumina Markets Al O 2 3
==> picture [63 x 23] intentionally omitted <==
21
21
==> picture [720 x 64] intentionally omitted <==
==> picture [541 x 156] intentionally omitted <==
----- Start of picture text -----
China’s alumina
production in
2011 was 34.17
Potential for
Indonesia million tonnes,
announce it . increasing from
to provide
China’s demand just 8.51 million
tonnes in 2005. alternative longer
for alumina is
term alumina
from 2014. increasing feedstock.
rapidly.
----- End of picture text -----
==> picture [352 x 228] intentionally omitted <==
----- Start of picture text -----
Source: CRU Analysis
----- End of picture text -----
==> picture [256 x 227] intentionally omitted <==
----- Start of picture text -----
China’s Global Bauxite Imports
China’s
Domestic
Bauxite
Production
----- End of picture text -----
==> picture [63 x 23] intentionally omitted <==
22
23
==> picture [720 x 69] intentionally omitted <==
==> picture [632 x 104] intentionally omitted <==
==> picture [570 x 380] intentionally omitted <==
==> picture [63 x 23] intentionally omitted <==
==> picture [688 x 69] intentionally omitted <==
==> picture [446 x 313] intentionally omitted <==
7 applications = Signed for potential capital investment and project development. Relatively close proximity to established networks. Project located north-west of Rey Resources’ 305.8Mt thermal coal resource*
==> picture [233 x 10] intentionally omitted <==
----- Start of picture text -----
Source: Rey Resources (ASX Announcement April 2011)
----- End of picture text -----*
==> picture [341 x 143] intentionally omitted <==
==> picture [63 x 23] intentionally omitted <==
==> picture [322 x 9] intentionally omitted <==
----- Start of picture text -----
Anhui Bureau of Coal and Geology inspecting wharf facilities at Derby port, WA
----- End of picture text -----
24
Projects in Focus
==> picture [720 x 475] intentionally omitted <==
----- Start of picture text -----
Southdown Extension
Aim to define test work shows Signed Technical review Progressing
to
purchase exclusive completed , signed
statement average
Australia-wide with Anhui
with a grind size
of -75 microns Lianghuai Pty Ltd
August scheduled to Developing own & from CRA’s drilling Technical review
2012 to drill BHP’s refine existing
but new drilling is completed
commence in July for
historical deposits
Southdown Extension required to convert
‘C’ and ‘D’
to current JORC
project
Ongoing co-
Bencubbin operation for
Site reconnaissance test work shows Increase potential spin-
at
out/JV
completed and
international mining average Meckering and
with a Kerrigan projects
delegation site visit or
grind size of -75microns
steaming coal based
on previous drill hole
data.
Due to excellent results at Advance Bobalong
Seeking regional Bencubbin, AMMG has project with historic
the confidence to data review/target
proceed with generation
through Alliance
Preparations for
drill program
Pingaring drilling later in
are underway
year (successful applicant
in state government co-
funding EIS) therefore the term has not been used in this context. It is uncertain if further exploration or feasibility study will result in the determination of a Mineral Resource or The term target should not be misunderstood nor misconstrued as an estimate of Mineral Resources and Reserves as defined by the JORC Code (2004), and
Mining Reserve. 25
----- End of picture text -----*
Relatively Close Proximity to Road, Rail & Ports South West WA Projects
==> picture [639 x 478] intentionally omitted <==
----- Start of picture text -----
FORMER RAIL
----- End of picture text -----
26
Why invest in AMMG?
==> picture [63 x 23] intentionally omitted <==
of Australian mineral projects Strategy to t or individual projects to board, corporate, exploration & management team
with
==> picture [117 x 77] intentionally omitted <==
==> picture [117 x 77] intentionally omitted <==
27
==> picture [601 x 201] intentionally omitted <==
==> picture [80 x 163] intentionally omitted <==
AKA
AKAOA
3 Bay Road, Claremont WA 6010 +61 (08) 9389 5557 +61 (08) 9389 5510 [email protected] www.ammg.com.au