DOTZ NANO LIMITED — Interim / Quarterly Report 2012

Nov 5, 2012

ASX ANNOUNCEMENT

6 November 2012

REPLACEMENT APPPENDIX 5B

Please find attached an ASX Appendix 5B for the quarter ended 30 September 2012 for Northern Iron Limited (ASX: NFE, (Company).

This replaces the version previously lodged with the Company’s quarterly activities report for the period, which related to a different period.

Yours faithfully

Alex Neuling Company Secretary

Appendix(5B( Mining(exploration(entity(quarterly(report(

Rule%5.3%

Appendix 5B

Mining exploration entity quarterly report

Introduced!1/7/96.!!Origin:!!Appendix!8.!!Amended!1/7/97,!1/7/98,!30/9/2001,!01/06/10.!

Name!of!entity!

NORTHERN'IRON'LIMITED'

NORTHERNIRONLIMITED	NORTHERNIRONLIMITED	NORTHERNIRONLIMITED
Consolidatedstatementofcashflows ABN Quarterended(“currentquarter”) 71125264575 30SEPTEMBER2012
Cashflowsrelatedtooperatingactivities 1.1 Receiptsfromproductsalesandrelated debtors 1.2 Paymentsfor (a)exploration&evaluation (b)development (c)production (d)administration 1.3 Dividendsreceived 1.4 Interestandotheritemsofasimilarnature received 1.5 Interestandothercostsoffinancepaid 1.6 Incometaxespaid 1.7 Other(providedetailsifmaterial) NetOperatingCashFlows	Currentquarter $US’000*	Yeartodate (9months) $US’000*
	41,962 (572) (4,012) (35,425) (3,524) / 109 (578) / /	149,378 (1,261) (9,493) (114,584) (9,984) / 168 (3,699) / /
	(2,040)	10,525
Cashflowsrelatedtoinvestingactivities 1.8 Paymentforpurchasesof: (a)prospects (b)equityinvestments (c)otherfixedassets 1.9 Proceedsfromsaleof: (a)prospects (b)equityinvestments (c)otherfixedassets 1.10 Loanstootherentities 1.11 Loansrepaidbyotherentities 1.12 Other–securitydeposits(paid)/returned Netinvestingcashflows 1.13 Totaloperatingandinvestingcashflows (carriedforward)	/ / (8,751) / / / / / (16)	/ / (24,713) / / / / / (94)
	(8,787)	(24,827)
	(10,807)	(14,282)

+!See!chapter!19!for!defined!terms.!

Appendix!5B!!Page!1!

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Appendix(5B( Mining(exploration(entity(quarterly(report(

1.13 Totaloperatingandinvestingcashflows (broughtforward)	(10,807)	(14,282)
Cashflowsrelatedtofinancingactivities 1.14 Proceedsfromissuesofshares,options,etc. 1.15 Shareissuecosts 1.16 Proceedsfromborrowings 1.17 Repaymentofborrowings 1.18 Dividendspaid 1.19 Other–salesprepayments Netfinancingcashflows	/ / 2,069 (6,484) / /	/ / 9,849 (17,781) / /
	(4,415)	(7,932)
Netincrease(decrease)incashheld 1.20 Cashatbeginningofquarter/yeartodate 1.21 Exchangerateadjustmentstoitem1.20 1.22 Cashatendofquarter	(15,222) 21,250 2,278	(22,214) 28,618 1,902
	8,306	8,306

Payments(to(directors(of(the(entity(and(associates(of(the(directors( Payments(to(related(entities(of(the(entity(and(associates(of(the( related(entities(

elatedentities	elatedentities
1.23 Aggregateamountofpaymentstothepartiesincludedinitem1.2 1.24 Aggregateamountofloanstothepartiesincludedinitem1.10		Currentquarter $US'000 2,146 /
1.25	Explanationnecessaryforanunderstandingofthetransactions
	Line1.23includesUS$56,932fordirectorsfees,andUS$2,088,684fortransactions withrelatedpartiesofSydvarangerGruveAS,representingaleasingagreementfor handling,storageandloadingofironoreconcentrate,andadministrativeservices.

NonAcash(financing(and(investing(activities(

• 2.1! Details!of!financing!and!investing!transactions!which!have!had!a!material!effect!on! consolidated!assets!and!liabilities!but!did!not!involve!cash!flows!

• 2.2! Details!of!outlays!made!by!other!entities!to!establish!or!increase!their!share!in!projects!in! which!the!reporting!entity!has!an!interest!

+!See!chapter!19!for!defined!terms.!

Appendix!5B!!Page!2!

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Appendix(5B( Mining(exploration(entity(quarterly(report(

Financing(facilities(available(

Add%notes%as%necessary%for%an%understanding%of%the%position.%

3.1 Loanfacilities 3.2 Creditstandbyarrangements	Amountavailable $US’000	Amountavailable $US’000	Amountused $US’000
	112,848		112,848
		/	/
Estimatedcashoutflowsfornextquarter
4.1 Explorationandevaluation 4.2 Development 4.3 Production 4.4 Administration		$US’000
		/
		(2,656)
		(39,258)
		(2,587)
Total		(44,501)

Reconciliation of cash

Reconciliation of cash
Reconciliationofcashattheendofthequarter(as shownintheconsolidatedstatementofcashflows)to therelateditemsintheaccountsisasfollows.	Currentquarter $US’000	Previousquarter $US’000
5.1 Cashonhandandatbank 5.2 Depositsatcall 5.3 Bankoverdraft 5.4 Other(providedetails)	8,306	21,250
	/	/
	/	/
	/	/
Total:cashatendofquarter(item1.22)	8,306	21,250

Changes(in(interests(in(mining(tenements(

6.1 Interestsinmining tenementsrelinquished, reducedorlapsed 6.2 Interestsinmining tenementsacquiredor increased	Tenement reference	Natureof interest (note(2))	Interestat beginningof quarter	Interestat endof quarter

+!See!chapter!19!for!defined!terms.!

Appendix!5B!!Page!3!

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Appendix(5B( Mining(exploration(entity(quarterly(report(

Issued(and(quoted(securities(at(end(of(current(quarter(

Description%includes%rate%of%interest%and%any%redemption%or%conversion%rights%together%with%prices%and%dates.%

	Totalnumber	Number quoted	Issuepriceper security(see note3)(cents)	Amountpaidupper security(seenote3) (cents)
7.1 Preference+securities (description) 7.2 Changesduringquarter (a)Increasesthrough issues (b)Decreasesthrough returnsofcapital,buyd backs,redemptions
7.3 +Ordinarysecurities 7.4 Changesduringquarter (a)Increasesthrough issues (b)Decreasesthrough returnsofcapital,buyd backs	369,980,113	369,980,113
7.5 +Convertibledebt securities(description) 7.6 Changesduringquarter (a)Increasesthrough issues (b)Decreasesthrough securitiesmatured, converted
7.7 Options(description andconversionfactor) 7.8 Issuedduringquarter 7.9 Exercisedduring quarter 7.10 Expiredduringquarter	500,000 500,000 500,000		Exerciseprice A$2.15 A$2.50 A$3.00	Expirydate 24August2013 24August2013 24August2013
			Exerciseprice	Expirydate
7.11 Debentures (totalsonly)
7.12 Unsecurednotes (totalsonly)

+!See!chapter!19!for!defined!terms.!

Appendix!5B!!Page!4!

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Appendix(5B( Mining(exploration(entity(quarterly(report(

7.13! Performance(rights (totals%only)% 600,000' nil Various' performance' conditions'and' hurdle'prices'

Compliance statement

• 1! This!statement!has!been!prepared!under!accounting!policies!which!comply! with!accounting!standards!as!defined!in!the!Corporations!Act!or!other! standards!acceptable!to!ASX!(see!note!4).!!

• 2! This!statement!does give!a!true!and!fair!view!of!the!matters!disclosed.!

Sign!here:!! ............................................................!Date:!31'October'2012' ~~(Director~~ /Company!secretary)!

Print!name:!! ALEX'NEULING

Notes

• 1! The!quarterly!report!provides!a!basis!for!informing!the!market!how!the!entity’s! activities!have!been!financed!for!the!past!quarter!and!the!effect!on!its!cash! position.!!An!entity!wanting!to!disclose!additional!information!is!encouraged!to! do!so,!in!a!note!or!notes!attached!to!this!report.!

• 2! The!“Nature!of!interest”!(items!6.1!and!6.2)!includes!options!in!respect!of! interests!in!mining!tenements!acquired,!exercised!or!lapsed!during!the! reporting!period.!!If!the!entity!is!involved!in!a!joint!venture!agreement!and! there!are!conditions!precedent!which!will!change!its!percentage!interest!in!a! mining!tenement,!it!should!disclose!the!change!of!percentage!interest!and! conditions!precedent!in!the!list!required!for!items!6.1!and!6.2.!

• 3!!! Issued(and(quoted(securities !!The!issue!price!and!amount!paid!up!is!not! required!in!items!7.1!and!7.3!for!fully!paid!securities .%

• 4! The!definitions!in,!and!provisions!of,! AASB%1022:%Accounting%for%Extractive% Industries% and %AASB%1026:%Statement%of%Cash%Flows !apply!to!this!report.!

• 5! Accounting(Standards !ASX!will!accept,!for!example,!the!use!of!International! Accounting!Standards!for!foreign!entities.!!If!the!standards!used!do!not!address! a!topic,!the!Australian!standard!on!that!topic!(if!any)!must!be!complied!with.!

• ==!==!==!==!==

+!See!chapter!19!for!defined!terms.!

Appendix!5B!!Page!5!

30/9/2001! !