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IMAGE RESOURCES NL Interim / Quarterly Report 2017

Jul 27, 2017

65117_rns_2017-07-27_6693bef1-94b1-4ffb-9871-e9aceed5feec.pdf

Interim / Quarterly Report

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Image Resources NL Ground Floor, 23 Ventnor Ave West Perth WA 6005 PO Box 469, West Perth WA 6872 Telephone 08 9485 2410 www.imageres.com.au

==> picture [215 x 35] intentionally omitted <==

QUARTERLY ACTIVITIES REPORT – for the quarter ended 30 June 2017

Image Resources NL ABN 57 063 977 579

HIGHLIGHTS

Boonanarring/Atlas Bankable Feasibility Study

ASX Code IMA

Contact Details

Ground Floor, 23 Ventnor Avenue, West Perth WA 6005

T: +61 8 9485 2410 E: [email protected] W: imageres.com.au

The Company’s primary focus during the quarter was completion of a bankable feasibility study (BFS) on its 100%-owned, high-grade Boonanarring and Atlas mineral sands projects in the North Perth Basin in WA.

Highlights from the BFS announced 30 May 2017 are:

  • Low project capital cost estimate of A$52M inclusive of ~$8M for resalable land;

  • Project Pre-Tax NPV of A$135M at 8% discount rate;

  • Project Pre-Tax IRR of 64%; Payback period of 22 months;

  • Off-Take Agreement for 100% of products/revenue in place;

  • Relocatable capital equipment to produce HMC already acquired; and

Issued Capital

Shares – Quoted 537,641,631 As at 30 June 2017

Cash at end of quarter $1,361,000

Board Members

Robert Besley (Non-Executive Chairman) Patrick Mutz (Managing Director) Peter Thomas (Non-Executive Director)

George Sakalidis (Executive Director)

Chaodian Chen (Non-Executive Director)

Eddy Wu (Non-Executive Director) Aaron Chong Veoy Soo (Non-Executive Director)

  • First production targeted for March 2018.

Project Capital Financing

On 31 May 2017, the Company announced the unanimous approval by the Board of Directors to accept the recommendation in the BFS and to seek project financing. This approval triggered the following:

  • the Company’s finance consultant, PCF Capital, established a data room and initiated contact with potential tier-1 financial institutions to seek interest in providing debt capital; and

  • executive directors embarked on road-shows to seek interest from sophisticated and institutional investors in providing equity capital.

Completion of Land Purchase Option

On 21 April 2017, the Company completed the purchase of a 550-hectare section of land at Boonanarring that will encompass the initial box-cut for open pit mining operations, the location of the ore processing plant and a supply of ore for up to two and a half years of processing.

Boonanarring Ore Reserves

On 10 April 2017, the Company announced an update of the Ore Reserves for Boonanarring in accordance with the JORC Code (2012), which resulted in a 39% increase in the total tonnes of ore from that reported in 2013 to 20M tonnes at 7.2% heavy minerals (HM) with 22.4% zircon in the HM.

Atlas Mineral Resources and Ore Reserves

On 8 May 2017, the Company announced an update of the Mineral Resources for Atlas in accordance with the JORC Code (2012), which resulted in a 68% increase in the total tonnes of Mineral Resources from that reported in 2013 to 18.1M tonnes at 6.0% HM.

On 30 May 2017, the Company announced the updated Ore Reserves for Atlas were 9.5M tonnes at 8.1% HM in the ‘probable’ category.

Potential Boonanarring Extension

On 26 June 2017, the Company confirmed that the Boonanarring high grade extension included zircon grades ranging from 16.4% to 22.2% of the HM content which included

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outstanding high-grade intersections of 8m @ 23.8% HM in drill hole IX00245, 8m @ 21.1% HM in IX00244 and 8m @ 16.3% HM in IX00250.

Fund Raising During the Quarter

On 12 July 2017, the Company announced that it had received commitments to subscribe for a placement of 33,648,356 new shares at a price of 9 cents each, to raise $3,028,352 (before costs). The funds are intended to be used to continue to fast-track development of the Boonanarring project in advance of full project capital funding.

Corporate

In accordance with a change of year end, the Annual Report for the six-month period ended 31 December 2016 was filed on 28 March 2017 and the Annual Report was approved by Shareholders at the Annual General Meeting held on 31 May 2017.

ACTIVITIES REPORT

Bankable Feasibility Study

During the Quarter ending 30 June 2017, Image Resources NL (“Image” or “the Company”) continued to focus its efforts on fast-tracking the development of its 100%-owned Boonanarring and Atlas mineral sands projects located in the infrastructure-rich North Perth Basin approximately 80km north of Perth in WA. The principal activity during this period was completion of the bankable feasibility study (BFS) which was announced on 30 May 2017.

BFS Highlights:

  • Low project capital cost estimate of A$52M inclusive of ~$8M for resalable land;

  • Project Pre-Tax NPV of A$135M at 8% discount rate;

  • Project Pre-Tax IRR of 64%; Payback period of 22 months;

  • Off-Take Agreement for 100% of products/revenue in place;

  • Relocatable capital equipment to produce HMC already acquired;

  • First production targeted for March 2018;

  • Mine life extension opportunities at and near Boonanarring including:

  • Confirmed 5.6 km extension of high grade mineralisation to the north of Boonanarring within economic pumping distance of the proposed location of the processing plant (announced 13 March 2017);

  • Potential to process lower grade overlying layer of mineralisation as commodity prices improve; and

  • Several other deposits with high grade Mineral Resources in the vicinity of Boonanarring.

In addition to the strong BFS results, the addition of the Atlas Ore Reserves (as announced on 30 May 2017), combined with the upside potential for high grade extensions to the Boonanarring deposit (as announced on 13 March 2017), and the continuing improvement of mineral sands commodity prices, are expected to significantly improve the bankability of the Boonanarring/Atlas Project.

Project Capital Financing

On 31 May 2017, the Company announced the unanimous approval by the Board of Directors to accept the recommendation in the BFS and to seek project financing. This approval triggered the following:

  • the Company’s finance consultant, PCF Capital, established a data room and initiated contact with potential tier-1 financial institutions to seek interest in providing debt capital; and

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  • executive directors embarked on road-shows to seek interest from sophisticated and institutional investors in providing equity capital.

Indicative term sheets from potential debt financiers are expected to be received late July and early August. Overall project capital funding is targeted to be completed before the end of the September Quarter.

Completion of Land Purchase Option

As announced on 10 January 2017, Image exercised a purchase option for a 550-hectare section of land situated over a portion of the Boonanarring deposit that will encompass the initial box-cut for open pit mining operations, the location of the ore processing plant and a supply of ore for up to two and a half years of processing. On 21 April 2017, the Company completed the land purchase.

Negotiations with other landowners for access to other sections of land over the Boonanarring deposit are well advanced.

Fund Raising During the Quarter

On 31 May 2017, the Board approved an interim fund-raising programme to supplement cash reserves in advance of the full project capital funding for the Boonanarring Project. On 12 July 2017, the Company announced that it had received commitments to subscribe for a placement of 33,648,356 new shares at a price of 9 cents each, to raise $3,028,352 (before costs).

The funds are intended to be used to continue to advance the development of the Boonanarring project with activities to be funded including:

  • securing certain long-lead equipment (e.g. slimes thickener, HV electrical transformer and switch gear, classifier);

  • preparation of detailed engineering (electrical, civil and mechanical);

  • undertaking miscellaneous site preparation surveys and geotechnical work;

  • EPCM planning; and

  • advancing land purchase agreements and other key contracts, including the mining contract.

Update of Mineral Resources and Ore Reserves

On 10 April 2017, the Company announced an update of the Ore Reserves for Boonanarring in accordance with the JORC Code (2012), which resulted in a 39% increase in the total tonnes of ore from that reported in 2013. Updated Ore Reserves reported were 20M tonnes at 7.2% heavy minerals (HM) and 22.4% zircon in the HM across the ‘proved’ and ‘probable’ categories.

On 8 May 2017, the Company announced an update of the Mineral Resources for Atlas in accordance with the JORC Code (2012), which resulted in a 68% increase in the total tonnes of Mineral Resources from that reported in 2013. Updated Mineral Resources were reported as 18.1M tonnes at 6.0% HM across the ‘measured’, ‘indicated’ and ‘inferred’ categories.

On 30 May 2017, the Company announced the updated Ore Reserves for Atlas in accordance with the JORC Code (2012) were reported as 9.5M tonnes of ore at 8.1% HM in the ‘probable’ category.

Potential Boonanarring Extension

On 13 March 2017, the Company announced some outstanding drill results which confirm the potential for a 5.6km northern extension of high-grade Boonanarring mineralisation that will be within pumping distance of the planned location of the wet concentration plant.

On 26 June 2017, the Company confirmed that the Boonanarring high grade extension included zircon grades range from 16.4% to 22.2% of the HM content which included outstanding high-grade intersections of 8m @ 23.8% HM in drill hole IX00245, 8m @ 21.1% HM in IX00244 and 8m @ 16.3% HM in IX00250.

Boonanarring Northern Extension Zircon Composites

Assay results of drilling composite samples confirmed enriched zircon grades across the previously announced 5.6km high-grade northern extension of the Boonanarring mineral sands deposit. Results indicate the zircon

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grades range from 16.4% to 22.2% of the heavy mineral (HM) content which included outstanding high-grade intersections of 8m @ 23.8% HM in drill hole IX00245, 8m @ 21.1% HM in IX00244 and 8m @ 16.3% HM in IX00250 (ASX release 13/03/2017).

Boonanarring has estimated Mineral Resources of 43.8M tonnes at 5.6% HM (ASX release 13/01/2017) and Ore Reserves of 20.0M tonnes at 7.2% HM with 22.4% of the HM as high-value zircon and with 77% of the HM as VHM (ASX release 10/04/2017). The Boonanarring Ore Reserves stretch over 13.2km to the south of the above mentioned 5.6km extension area.

The 5.6km extension has the same enriched zircon mineral assemblage as the Boonanarring deposit, which is within economic pumping distance of the planned location of the wet concentrator plant at Boonanarring should add significantly to the upside potential of the project.

The location of drill holes from two separate drill programmes (ASX release 13/6/2015 and 13/05/2017) are shown in Figure 1.

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Figure 1. Location of Drill Holes and Composite Samples in Boonanarring Northern Extension

A total of 85 HM sink samples were submitted to the SGS analytical laboratory in Malaga, WA for splitting and compositing into 4 HM composites over a 5.6km Boonanarring potential northern extension. The 4 composites were designed to provide a representation of heavy mineral assemblage from the limited drilling results available to-date. SGS assayed the 4 HM composites using QEMSCAN and providing the results presented in Table 1.

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Table1. SGS Laboratory Modal Abundance Composite Results

Mineral Mass % PCMP1
PCMP2
PCMP3
PCMP4
Rutile 3.41
3.25
3.39
2.72
Hi Ti Leucoxene 1.18
1.05
1.45
0.96
Low Ti Leucoxene 1.04
1.55
2.15
1.73
Altered Ilmenite 50.65
47.59
43.45
49.04
Ilmenite 13.13
11.82
6.63
11.08
Titano Fe Oxide 0.42
0.57
0.17
0.26
Ti Intergrowths 0.20
0.23
0.61
0.24
Titanite 0.00
0.00
0.00
0.00
Zircon 16.65
16.44
22.16
21.59
Chromite 0.08
0.08
0.01
0.10
Fe Oxides/Hydroxides 4.49
6.96
5.00
4.12
REE Phosphates 0.13
0.16
0.16
0.25
Quartz 0.23
0.34
0.87
0.77
Al Silicates 1.23
1.21
1.96
1.41
AlFe Silicates 5.44
6.49
10.07
4.21
Other Silicated 0.10
0.08
0.04
0.01
Carbonates 0.02
0.08
0.01
0.01
Other Minerals 1.60
2.09
1.87
1.52
Totals 100.0
100.0
100.0
100.0
VHM 83.9
79.1
75.6
84.4

Even though the limited drilling programmes have confirmed that the high-grade, high-zircon extension of the Boonanarring mineralisation is present over 5.6km to the north of the current Ore Reserves, further drilling is required to outline additional Mineral Resources and Ore Reserves. Further infill and extension drilling is being planned and is subject to access which is currently being sought.

It is not possible with the limited information available to determine the feasibility or potential economics of mining in this extended area due to the location of the Brand Highway and gas pipelines. However, there are precedents regarding approvals to allow mining in areas near transportation and other infrastructure.

Other Projects

Planned drilling at Bidaminna, Woolka, Boonanarring West, Winooka, Bootine, Bryalana and Bibby Springs have been delayed due to the wet conditions of the ground and are planned for the quarter ended 30 September 2017 (Table 2).

Table 2. Drilling Programme August 2017

Prospect No. Holes Total Metres
Bidaminna 33 1,650
Woolka 13 550
Winooka 8 300
BibbySprings 5 150
BoonanarringWest 13 400
Bryalana 3 100
Bootine 15 540

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King Gold Project (E28/1985)

A detailed 100m spaced 260 line km ground magnetic survey has been completed over the central part of the King Project (Figure 2). A shear zone is interpreted to potentially extend the prospective mineralised zone to the north within Image Resource’s tenement (E28/1985). Historic shallow geochemical drilling (Mines Department open file) has shown anomalous gold of 4m @ 0.4g/t from 32-36M within air core hole SLAC020 and 2m @ 0.6g/t from 34m in hole ROE0339 which is within this interpreted northern extension. This anomalous gold is thought to be an indicator of deeper steep western dipping mineralisation as demonstrated by the array of shallow and deeper drilling within the P28/1320-21 area (excised). The mineralisation within the P28/1320-21 is over 1km in length and is within a 150m wide zone and has maximum 1m gold intervals ranging from 6.9 to 38.6g/t. which are projected to surface are shown on Figure 2. The mineralisation is associated with coarse blebby sulphides and quartz veining in sheared felsic sediments. Image is planning further follow up work after the detailed interpretation is completed.

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Figure 2 Ground magnetic at King showing major interpreted structures with max. gold (1m) projected to surface.

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For more information visit our website at www.imageres.com.au. Please direct enquiries to:

Patrick Mutz

Managing Director +61 8 9485 2410

[email protected]

COMPETENT PERSON’S STATEMENT – EXPLORATION RESULTS, MINERAL RESOURCES AND ORE RESERVES

Information in this report that relates to Exploration Results, Mineral Resources and Ore Reserves (other than Boonanarring Mineral Resources) is based on information compiled by George Sakalidis BSc (Hons) who is a member of the Australasian Institute of Mining and Metallurgy. At the time that the Exploration Results, Mineral Resources and Ore Reserves were compiled, George Sakalidis was a director of Image Resources NL. 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 2012 edition of the ‘Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves’. George Sakalidis consents to the inclusion of this information in the form and context in which it appears in this report.

The information in this report that relates to the estimation of Mineral Resources for the Boonanarring Project is based on information compiled by Mrs Christine Standing, who is a Member of the Australasian Institute of Mining and Metallurgy (AusIMM) and the Australian Institute of Geoscientists (AIG). Mrs Standing is a full-time employee of Optiro Pty Ltd and has sufficient experience which is relevant to the style of mineralisation and type of deposit under consideration and to the activity which she is undertaking to qualify as a Competent Person as defined in the 2012 Edition of the ‘Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves’. Mrs Standing consents to the inclusion in this report of the matters based on her information in the form and context in which it appears.

FORWARD LOOKING STATEMENTS

Certain statements made during or in connection with this communication, including, without limitation, those concerning the economic outlook for the mining industry, expectations regarding prices, exploration or development costs and other operating results, growth prospects and the outlook of Image’s operations contain or comprise certain forward looking statements regarding Image’s operations, economic performance and financial condition. Although Image 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 that could result from future acquisitions of new exploration properties, the risks and hazards inherent in the mining business (including industrial accidents, environmental hazards or geologically related conditions), changes in the regulatory environment and other government actions, risks inherent in the ownership, exploration and operation of or investment in mining properties, fluctuations in prices and exchange rates and business and operations risks management, as well as generally those additional factors set forth in our periodic filings with ASX. Image 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.

Attachments: Table 3. Tenement Schedule in accordance with ASX Listing Rule 5.3.3 Table 4. Mineral Resources and Ore Reserves as at 31 March 2017

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Table 3. Tenement Schedule in accordance with ASX Listing Rule 5.3.3

Tenements held at the end of the Quarter Tenements held at the end of the Quarter Tenements held at the end of the Quarter Tenements held at the end of the Quarter
Location Tenement Nature of
Interest
Project Equity (%) held at
start of Quarter
Equity (%) held at
end of Quarter
WA E28/1895 Granted ERAYINIA 100% 100%
WA E70/2636 Granted COOLJARLOO 100% 100%
WA E70/2844 Granted BIDAMINNA NTH 100% 100%
WA E70/2898 Granted COOLJARLOO 100% 100%
WA E70/3032 Granted GINGIN 100% 100%
WA E70/3041 Granted REGANS FORD SOUTH 100% 100%
WA E70/3100 Granted QUINNS HILL 100% 100%
WA E70/3192 Granted BOOTINE 100% 100%
WA E70/3298 Granted BIDAMINNA -PARK 90% 90%
WA E70/3411 Granted REGANS FORD 100% 100%
WA E70/3494 Granted BRYALANA 100% 100%
WA E70/3720 Granted BLUE LAKE 100% 100%
WA E70/3892 Granted CHAPMAN HILL 100% 100%
WA E70/3997 Granted MUNBINIA 100% 100%
WA E70/4077 Granted DARLING RANGE 100% 100%
WA E70/4244 Granted WOOLKA 100% 100%
WA E70/4245 Granted WINOOKA 100% 100%
WA M70/0448 Granted GINGIN SOUTH 100% 100%
WA M70/1192 Granted RED GULLY 100% 100%
WA M70/1193 Granted GINGIN NORTH 100% 100%
WA M70/1194 Granted BOONANARRING 100% 100%
WA P70/1516 Granted COOLJARLOO 100% 100%
WA M70/1311 Granted BOONANARRING 100% 100%
WA G70/0250 Granted BOONANARRING 100% 100%
WA R70/0051 Granted COOLJARLOO NORTH 100% 100%
WA M70/1305 Application ATLAS 100%pending grant 100%pending grant
WA P70/1520 Application COOLJARLOO 100%pending grant 100%pending grant
WA E70/4631 Granted MUNBINIA WEST 100% 100%
WA E70/4656 Granted WINOOKA NORTH 100% 100%
WA E70/4663 Granted BIBBY SPRINGS 100% 100%
WA E70/4689 Granted BOONANARRING 100% 100%
WA E70/4779 Granted MIMEGARRA 100% 100%
WA E70/4794 Granted REGANS FORD NORTH 100% 100%
WA E70/4795 Application BIDAMINNA SOUTH 100%pending grant 100%pending grant
WA E70/4919 Application ORANGE SPRINGS 100%pending grant 100%pending grant
WA E70/4946 Application REGANS FORD 100%pending grant 100%pending grant
WA E70/4949 Application GINGIN 100%pending grant 100%pending grant
Mining Tenements acquired during the Quarter
Mining Tenements disposed during the Quarter
WA E28/2071 Surrendered TALC LAKE 100% -

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IMAGE RESOURCES NL

Table 4 – Mineral Resources and Ore Reserves as at 31 March 2017

High Grade Ore Reserves - Strand Deposits; in accordance with the JORC Code (2012) High Grade Ore Reserves - Strand Deposits; in accordance with the JORC Code (2012) High Grade Ore Reserves - Strand Deposits; in accordance with the JORC Code (2012) High Grade Ore Reserves - Strand Deposits; in accordance with the JORC Code (2012) High Grade Ore Reserves - Strand Deposits; in accordance with the JORC Code (2012) High Grade Ore Reserves - Strand Deposits; in accordance with the JORC Code (2012) High Grade Ore Reserves - Strand Deposits; in accordance with the JORC Code (2012) High Grade Ore Reserves - Strand Deposits; in accordance with the JORC Code (2012) High Grade Ore Reserves - Strand Deposits; in accordance with the JORC Code (2012) High Grade Ore Reserves - Strand Deposits; in accordance with the JORC Code (2012) High Grade Ore Reserves - Strand Deposits; in accordance with the JORC Code (2012)
Project/Deposit Category Volume Tonnes **% HM ** **% Slimes ** HM Tonnes VHM **Ilmenite ** Leucoxen Rutile Zircon
(%) (%) (%) (%) (%)
Boonanarring2 Proved 3,125,000 5,829,000 9.1 14.2 527,816 74.2 48.5 1.9 2.2 21.6
Boonanarring2 Probable 7,460,000 14,155,000 6.4 17.7 904,929 79.3 52.2 1.7 2.6 22.8
Total Boonanarring 10,585,000 19,984,000 7.2 16.7 1,432,745 77.421 50.8 1.8 2.5 22.4
Atlas2 Probable 5,000,000 9,477,000 8.1 15.5 767,637 73.3 50.7 4.5 7.5 10.6
Total Atlas 5,000,000 9,477,000 8.1 15.5 767,637 73.3 50.7 4.5 7.5 10.6
Total Ore Reserves 15,585,000 29,461,000 7.5 16.3 2,200,382 76.0 50.8 2.7 4.2 18.3
High Grade Mineral Resources - Strand Deposits; in accordance with the JORC Code (2012) @ 2.0% HM Cut-off
Project/Deposit Category Volume Tonnes % HM **% Slimes ** HM Tonnes VHM **Ilmenite ** Leucoxen Rutile Zircon
(%) (%) (%) (%) (%)
Boonanarring1 Measured 4,105,263 7,800,000 8.2 14 639,600 71.5 47.3 1.9 2.2 20.1
Boonanarring1 Indicated 13,736,842 26,100,000 5.3 18 1,383,300 73.3 49.6 2.0 2.5 19.2
Boonanarring1 Inferred 5,210,526 9,900,000 4.5 21 445,500 69.2 50.3 3.5 3.5 11.9
Boonanarring Total 23,052,632 43,800,000 5.6 18 2,468,400 72.1 49.1 2.2 2.6 18.1
Atlas1 Measured 5,210,526 9,900,000 7.9 16.1 782,000 71.0 49.1 4.2 7.2 10.5
Atlas1 Indicated 3,368,421 6,400,000 3.7 17.3 237,000 56.5 41.6 3.4 4.7 6.8
Atlas1 Inferred 947,368 1,800,000 4.0 19.9 72,000 41.5 29.0 3.3 4.4 4.8
Atlas Total 9,526,316 18,100,000 6.0 16.9 1,091,000 65.9 46.1 4.0 6.5 9.3
Sub-Total Atlas/Boonanarring 32,578,947 61,900,000 5.7 17.7 3,559,400 70.2 48.2 2.8 3.8 15.4
Previously Reported Mineral Resources - Strand Deposits; in accordance with JORC Code (2004) @ 2.5% HM Cut-off
Project/Deposit Category Volume Tonnes % HM **% Slimes ** HM Tonnes VHM **Ilmenite ** Leucoxen Rutile Zircon
(%) (%) (%) (%) (%)
Gingin Nth3 Indicated 680,175 1,318,642 5.7 15.7 75,163 75.4 57.4 9.3 3.2 5.5
Gingin Nth3 Inferred 580,000 1,090,000 5.2 14.0 57,116 78.4 57.3 11.3 3.7 6.0
Gingin Nth Total 1,260,175 2,408,642 5.5 15.0 132,279 76.7 57.3 10.2 3.4 5.7
Gingin Sth3 Measured 872,830 1,526,122 4.4 7.2 67,149 79.4 50.7 15.3 5.6 7.8
Gingin Sth3 Indicated 3,241,835 5,820,480 6.5 7.1 377,167 90.6 67.6 9.8 5.1 8.1
Gingin Sth3 Inferred 398,573 732,912 6.5 8.4 47,566 91.6 67.4 7.5 5.8 10.9
Gingin Sth Total 4,513,238 8,079,514 6.1 7.3 491,882 89.2 65.3 10.3 5.2 8.3
Helene3 Indicated 5,568,110 11,466,106 4.6 18.6 522,854 88.7 74.6 0.0 3.6 10.5
Hyperion3 Indicated 1,786,781 3,742,471 7.7 19.3 286,673 69.4 55.8 0.0 6.3 7.3
Cooljarloo Nth 7,354,891 15,208,577 5.3 18.8 809,528 81.9 67.9 0.0 4.6 9.4
Red Gully3 Indicated 1,930,000 3,409,768 7.8 11.5 265,962 89.7 66.0 8.3 3.1 12.4
Red Gully3 Inferred 1,455,000 2,565,631 7.5 10.7 192,422 89.0 65.4 8.2 3.0 12.3
Red Gully Total 3,385,000 5,975,399 7.7 11.2 458,384 89.4 65.7 8.2 3.1 12.4
Sub-Total Other 16,513,304 31,672,132 6.0 14.1 1,892,073 85.2 66.0 5.4 4.3 9.6
Historic Deposit - Strand deposit (Under EL application)
Project/Deposit Category Volume Tonnes % HM **% Slimes ** HM Tonnes VHM **Ilmenite ** Leucoxen
e
Rutile Zircon
(%) (%) (%) (%) (%)
Regans Ford4 Indicated 4,505,285 9,024,226 9.9 16.8 893,398 94.3 70.0 10.0 4.3 10.0
Regans Ford4 Inferred 455,933 918,536 6.5 18.5 59,705 90.5 68.3 7.7 4.4 10.1
Regans Ford Total 4,961,218 9,942,762 9.6 17.0 953,103 94.1 69.9 9.9 4.3 10.0

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IMAGE RESOURCES NL

Previously Reported Mineral Resources - Dredge deposits; in accordance with JORC Code (2004) @ 1.0% HM Cut-off Previously Reported Mineral Resources - Dredge deposits; in accordance with JORC Code (2004) @ 1.0% HM Cut-off Previously Reported Mineral Resources - Dredge deposits; in accordance with JORC Code (2004) @ 1.0% HM Cut-off Previously Reported Mineral Resources - Dredge deposits; in accordance with JORC Code (2004) @ 1.0% HM Cut-off Previously Reported Mineral Resources - Dredge deposits; in accordance with JORC Code (2004) @ 1.0% HM Cut-off Previously Reported Mineral Resources - Dredge deposits; in accordance with JORC Code (2004) @ 1.0% HM Cut-off Previously Reported Mineral Resources - Dredge deposits; in accordance with JORC Code (2004) @ 1.0% HM Cut-off Previously Reported Mineral Resources - Dredge deposits; in accordance with JORC Code (2004) @ 1.0% HM Cut-off Previously Reported Mineral Resources - Dredge deposits; in accordance with JORC Code (2004) @ 1.0% HM Cut-off Previously Reported Mineral Resources - Dredge deposits; in accordance with JORC Code (2004) @ 1.0% HM Cut-off Previously Reported Mineral Resources - Dredge deposits; in accordance with JORC Code (2004) @ 1.0% HM Cut-off Previously Reported Mineral Resources - Dredge deposits; in accordance with JORC Code (2004) @ 1.0% HM Cut-off
Project/Deposit Category Volume Tonnes **% HM ** **% Slimes ** HM Tonnes **VHM ** **Ilmenit ** **Leucoxen ** **Rutile ** Zircon
(%) (%) (%) (%) (%)
Titan3 Indicated 10,335,053 21,163,741 1.8 22.1 378,831 86.0 71.9 1.5 3.1 9.5
Titan3 Inferred 58,517,775 115,445,391 1.9 18.9 2,205,007 85.9 71.8 1.5 3.1 9.5
Total Titan Total 68,852,828 136,609,132 1.9 19.4 2,583,838 85.9 71.8 1.5 3.1 9.5
Telesto3 Indicated 1,716,328 3,512,204 3.8 18.4 134,499 83.3 67.5 0.7 5.6 9.5
Calypso3 Inferred 27,113,647 51,457,008 1.7 13.7 854,186 85.6 68.1 1.6 5.1 10.8
Bidaminna3 Inferred 26,260,000 44,642,000 3.0 3.6 1,339,260 96.8 83.11 7.2 1.0 5.5
Total Dredge **123,942,803 ** 236,220,344 2.1 15.2 4,911,783 88.7 74.1 3.1 2.9 8.6

1.COMPLIANCE STATEMENT Boonanarring/Atlas Resource

The information in this report that relates to the estimation of Mineral Resources is based on information compiled by Mrs Christine Standing, who is a Member of the Australasian Institute of Mining and Metallurgy (AusIMM) and the Australian Institute of Geoscientists (AIG). Mrs Standing is a full-time employee of Optiro Pty Ltd and has sufficient experience which is relevant to the style of mineralisation and type of deposit under consideration and to the activity which she is undertaking to qualify as a Competent Person as defined in the 2012 Edition of the ‘Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves’. Mrs Standing consents to the inclusion in this report of the matters based on her information in the form and context in

2.COMPLIANCE STATEMENT Boonanarring/Atlas Reserve

The Ore Reserves statement has been compiled in accordance with the guidelines of the Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves (The JORC Code – 2012 Edition). The Ore Reserves have been compiled by Jarrod Pye, Mining Engineer and full-time employee of Image Resources, under the direction of Andrew Law of Optiro, who is a Fellow of the Australasian Institute of Mining and Metallurgy. Mr Law has sufficient experience in Ore Reserves estimation relevant to the style of mineralisation and type of deposit under consideration to qualify as a Competent Person as defined in the 2012 Edition of the “Australasian Code for Reporting of Mineral Resources and Ore Reserves”. Mr Law consents to the inclusion in the report of the matters compiled by him in the form and context in which it appears.

3. COMPETENT PERSON’S STATEMENT – MINERAL RESOURCE ESTIMATES

The information in this presentation that relates to Mineral Resources is based on information compiled by Lynn Widenbar BSc, MSc, DIC MAusIMM MAIG employed by Widenbar & Associates who is a consultant to the Company. Lynn Widenbar 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 of Reporting of Exploration Results, Mineral Resources and Ore Reserves’. Lynn Widenbar consents to the inclusion of this information in the form and context in

  1. HISTORIC INFORMATION - REGANS FORD DEPOSIT

The information in this presentation that relates to tonnes, grades and mineral assemblage is based on historic information published by Iluka Resources Limited and indicating the mineral resources were compiled in accordance with the JORC Code (2004).

Page 10 of 10

Appendix 5B Mining exploration entity quarterly report

Rule 5.3

Appendix 5B

Mining exploration entity quarterly report

Introduced 01/07/96 Origin Appendix 8 Amended 01/07/97, 01/07/98, 30/09/01, 01/06/10, 17/12/10

Name of entity

IMAGE RESOURCES NL

ABN
57 063 977 579
Consolidated statement of cash flows
Quarter ended (“currentquarter”)
30/06/2017
Quarter ended (“currentquarter”)
30/06/2017
30/06/2017
Cash flows related to operating activities
1.1
Receipts from product sales and related debtors
1.2
Payments for
(a) exploration & evaluation
(b) development
(c) production
(d) administration
1.3
Dividends received
1.4
Interest and other items of a similar nature received
1.5
Interest and other costs of finance paid
1.6
Income taxes paid/R&D refund received
1.7
Other (provide details if material)
Net operating cash flows
Current quarter
$A’000
Year to date
(3.months)
$A’000
3
(1,719)
-
-
(504)
-
5
(99)
-
-
3
(2,643)
-
-
(933)
-
10
(99)
-
-
(2,314) (3,662)
Cash flows related to investing activities
1.8
Payment for purchases of:
(a) prospects
(b) equity investments
(c) other fixed assets
1.9
Proceeds from sale of:
(a) prospects
(b) equity investments
(c) other fixed assets
1.10
Loans to other entities
1.11
Loans repaid by other entities
1.12
Other – deposit at call proceeds
Other – security deposit payments
Net investing cash flows
1.13
Total operating and investing cash flows (carried
forward)
-
-
(1,851)
-
-
-
-
-
-
-
(1,944)
-
-
-
-
-
(1,851) (1,944)
(4,165) (5,606)
  • See chapter 19 for defined terms.

17/12/2010

Appendix 5B Page 1

Appendix 5B Mining exploration entity quarterly report

1.13
Total operating and investing cash flows (brought
forward)
(4,165) (5,606)
Cash flows related to financing activities
1.14
Proceeds from issues of shares, options, etc.
1.15
Proceeds from sale of forfeited shares
1.16
Proceeds from borrowings
1.17
Repayment of borrowings
1.18
Dividends paid
1.19
Other (provide details if material) – share issue
expenses
1.20
Other–borrowings transaction expenses
-
-
-
-
-
(9)
-
6,325
-
-
-
-
(466)
-
Net financing cash flows (9) 5,859
Net increase (decrease) in cash held
1.20
Cash at beginning of quarter/year to date
1.21
Exchange rate adjustments to item 1.20
1.22
Cash at end of quarter
(4,174)
5,535
-
253
1,108
-
1,361 1,361

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

1.23
1.24
Aggregate amount of payments to the parties included in item 1.2
Aggregate amount of loans to the parties included in item 1.10
Current quarter
$A'000
146
-
1.25 Explanation necessary for an understanding of the transactions
-

Non-cash 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

Financing facilities available

Add notes as necessary for an understanding of the position.

3.1
Loan facilities
3.2
Credit standby arrangements–bankguarantees
Amount available
$A’000
Amount used
$A’000
4,000 4,000
55 55
  • See chapter 19 for defined terms.

Appendix 5B Page 2

17/12/2010

Appendix 5B Mining exploration entity quarterly report

Estimated cash outflows for next quarter

Estimated cash outflows for next quarter
4.1
Exploration and evaluation
4.2
Development
4.3
Production
4.4
Administration
$A’000
502
-
1,012
1,258
Total 2,772

Reconciliation of cash

Reconciliation of cash
Reconciliation of cash at the end of the quarter (as shown in
the consolidated statement of cash flows) to the related items
in the accounts is as follows.
Current quarter
$A’000
Previous quarter
$A’000
5.1
Cash on hand and at bank
5.2
Deposits at call
5.3
Bank overdraft
5.4
Other (provide details)
592 4,263
769 1,272
- -
- -
Total: cash at end of quarter(item 1.22) 1,361 5,535

Changes in interests in mining tenements

6.1
Interests in mining
tenements relinquished,
reduced or lapsed
6.2
Interests in mining
tenements acquired or
increased
Tenement reference
and location
Nature of interest
(note (2))
Interest at
beginning of
quarter
Interest at
end of
quarter
Refer Quarterly Report
Refer Quarterly Report
  • See chapter 19 for defined terms.

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Appendix 5B Page 3

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.

Total number Number quoted Issue price per
security
(seenote 3)
Amount paid up
per security
(seenote 3)
7.1
Preference+securities
(description)
7.2
Changes during quarter:
N/A
(a) Increases through issues
(b) Decreases through
returns of capital, buy-backs,
redemptions
7.3
+Ordinary securities
Fully paid
7.4
Changes during quarter:
537,641,631 537,641,631
(a) Increases through issues
-Placement
(b) Decreases through
returns of capital, buy-backs
7.5
+Convertible debt securities
(description)
7.6
Changes during quarter:
N/A
(a)Increases through issues
(b) Decreases through
securitiesmatured, converted
7.7
Options
(description and conversion
factor)
Over fully paid shares
Over fully paid shares
Over fully paid shares
Over fully paid shares
Over fully paid shares
Over fully paid shares
7.8
Issued during quarter
7.9
Exercised during quarter
7.10
Expired during quarter
Exercise price Expiry date
1,500,000 Not quoted 8.5 cents 4/12/2018
1,500,000 Not quoted 10.0 cents 4/12/2018
N/A
N/A
N/A
7.11
Debentures
(totals only)
N/A
7.12
Unsecured notes(totals
only)
N/A
  • See chapter 19 for defined terms.

Appendix 5B Page 4

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Appendix 5B Mining exploration entity quarterly report

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 5).

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

Sign here: ................... ....................................... Date: 28 July 2017 Print name: Dennis Wilkins (Company Secretary)

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 .

  1. The definitions in, and provisions of, AASB 6: Exploration for and Evaluation of Mineral Resources and AASB 107: Statement of Cash Flows apply to this report.

  2. Accounting Standards

  3. ASX will accept, for example, the use of International Financial Reporting 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.

17/12/2010

Appendix 5B Page 5