Skip to main content

AI assistant

Sign in to chat with this filing

The assistant answers questions, extracts KPIs, and summarises risk factors directly from the filing text.

MATSA RESOURCES LIMITED Capital/Financing Update 2018

Jul 17, 2018

65296_rns_2018-07-17_1fe21f5f-04db-4710-96ba-b017cf23b800.pdf

Capital/Financing Update

Open in viewer

Opens in your device viewer

==> picture [595 x 56] intentionally omitted <==

----- Start of picture text -----

Matsa Resources Limited
----- End of picture text -----

==> picture [132 x 117] intentionally omitted <==

LIMITED ABN 48 106 732 487

ASX Announcement

18[th] July 2018

Mining to Commence

Red Dog Gold Project

Highlights

CORPORATE SUMMARY

Executive Chairman

  • Red Dog Gold deposit gets green light with mining activities to commence early August and to be completed within 16 weeks

  • Mining study parameters for the Red Dog gold mine are:

  • All in sustainable cash cost (AISC) of A$1,294 per oz gold

  • Cash surplus A$5.4M after all operating costs

  • Total production 182,000t @ 2.5g/t Au (13,400 recovered oz gold)

  • Total material movement 0.6Mt at a strip ratio of 2.4:1

  • AngloGold Ashanti to buy all ore produced through an ore purchase agreement with ore treated at SDGM

  • All statutory and regulatory approvals are in place

  • Contracts for mining and haulage being finalised

Paul Poli

Director

Frank Sibbel

Director & Company Secretary

Andrew Chapman

Shares on Issue

176.93 million

Unlisted Options

13.70 million @ $0.25 - $0.30

Top 20 shareholders

Hold 51.68%

Share Price on 17[th] July 2018

15.5 cents

Market Capitalisation

$27.42 million

Head Office: Suite 11, 139 Newcastle Street, Perth Western Australia 6000 Tel : +61 8 9230 3555 Fax: +61 8 9227 0370 Bangkok Office: Unit 1801, Pacific Place 2, 142 Sukhumvit Road, Klongtoey, Bangkok 10110 Tel : +66 0 2653 0258 Fax : +66 0 2653 0258 [email protected] www.matsa.com.au

==> picture [596 x 60] intentionally omitted <==

----- Start of picture text -----

Matsa Resources Limited
----- End of picture text -----

Matsa Resources Limited (“Matsa” or “the Company” ASX: MAT) is pleased to report the results of a mining study at its Red Dog gold deposit. The study shows that the mine will produce a cash surplus of A$5.4M over a period of 3 months which includes all mining and haulage of gold ore to AngloGold Ashanti Australia Limited’s (AGAA) Sunrise Dam Gold Mine (SDGM) treatment facilities.

The board of Matsa has decided to commence mining at the Red Dog gold deposit as soon as possible. The capital and operational cash requirements of the mine can be funded by Matsa’s existing cash reserves without the need to raise any additional capital.

Mining Study Overview

Matsa has completed a mining study on the Red Dog gold depsoit. The mine has a short mine life of only 3 months, with 1 month for establishment prior to mining and is expected to generate a cash surplus of A$5.4M at a gold price of A$1,700 per oz. All necessary approvals and ore purchase agreement are in place, with contracts for mining and haulage being finalised. Mining activities will commence in early August.

Key statistics of the Red Dog gold project are presented in Table 1 below.

KeyProject Statistics
Mineral Resources
Indicated Resources: 333,000t at 2.3g/t Au 24,800 oz
Inferred Resources: 35,000t at 1.4g/t Au 1,500 oz
Total Resources: 368,000t at 2.2g/t Au 26,300 oz
Ore Reserves
Probable: 182,000t at 2.5g/t Au 13,400 oz recovered
Production Summary
Mine Plan: 182,000t at 2.5g/t Au 14,500 oz
Life of Mine,mining (months) 2
Life of Mine,incl. haulage & rehab(months) 4
StripRatio(Waste : Ore) 2.4 : 1
Metallurgical Recovery 92.5%
Gold Mined(oz) 14,500 oz
Gold Produced(oz) 13,400 oz
Project Economics
Gold Price(A$/oz) 1,700
Revenue(A$M) 22.7
Costs(A$M) 17.3
Cash Surplus(A$M) 5.4
AISC(A$/oz) 1,294

Table 1: Key Project Statistics

Page 2

==> picture [596 x 60] intentionally omitted <==

----- Start of picture text -----

Matsa Resources Limited
----- End of picture text -----

Forward Looking and Cautionary Statements

Information included in this release constitutes forward looking statements. Often, but not always, forward looking statements can generally be identified by the use of forward looking words such as “may”, “will”, “expect”, “intend”, “plan”, “estimate”, “anticipate”, “continue” and “guidance” or other similar words, and may include, without limitation, statements regarding plans, strategies and objectives of management, anticipated production or construction commencement dates and expected costs or production outputs.

Forward looking statements inherently involve known and unknown risks, uncertainties and other factors that may cause the company’s actual results, performance and achievements to differ materially from any future results, performance or achievements. Relevant factors may include, but are not limited to, changes in commodity prices, foreign exchange fluctuations and general economic conditions, increased costs and demand for production inputs, the speculative nature of exploration and project development, including the risks of obtaining necessary licences and permits and diminishing quantities or grades of reserves, political and social risks, changes to the regulatory framework within which the company operates or may in the future operate, environmental conditions including extreme weather conditions, staffing and litigation. Forward looking statements are based on the company and its management’s assumptions made in good faith relating to the financial, market, regulatory and other relevant environments that exist and effect the company’s business operations in the future. Readers are cautioned not to place undue reliance on forward looking statements.

Forward looking statements are only current and relevant for the date of issue. Subject to any continuing obligations under applicable law or any relevant stock exchange listing rules, in providing this information the Company does not undertake any obligation to publicly update or revise any of the forward looking statements or advise of any change in events, conditions or circumstances on which such statement is based.

The Company believes that it has a reasonable basis for making the forward-looking statements in this announcement, including with respect to any production targets and financial estimates, based on the information compiled in this announcement. Key aspects of the mining study were compiled by specialist consulting groups, each with a particular expertise for the area of study reported. The Company considers that the investigations and studies carries out for this study comply with the requirements of a mining study.

Project Background

Red Dog is 100% owned by Matsa Resources Limited and located just north of Mount Celia Road and west of the Saracen Haul Rd near Mt Howe Well, approximately 25km west of Matsa’s Fortitude Gold Mine, 7km west of Second Fortune Gold Mine and 10km south of Butchers Well gold deposit. The tenement package comprises 3 mining licences and associated Miscellaneous Licences (Figure 1).

Page 3

==> picture [596 x 60] intentionally omitted <==

----- Start of picture text -----

Matsa Resources Limited
----- End of picture text -----

==> picture [399 x 583] intentionally omitted <==

Figure 1: Red Dog Location Plan

Study Parameters

The Red Dog Mining Study has been based on the following parameters:

  • The JORC 2012 Red Dog Mineral Resource Estimate of 369,000t at 2.2g/t for 26,300oz Au (MAT announcement to the ASX dated 18th January 2018) .

  • Open pit and haulage operation conducted by contractors

Page 4

==> picture [596 x 60] intentionally omitted <==

----- Start of picture text -----

Matsa Resources Limited
----- End of picture text -----

  • Purchase of ore by AGAA and processed at AGAA’s SDGM processing facility

  • Matsa will manage all mining activities

Mining Study Participants

The study was managed by Matsa. Contributing consultants include:

  • Optiro Consulting - Resource Estimation and Pit Optimisations

  • Orelogy - Mine Design

  • Peter O’Bryan & Associates - Geotechnical

  • Macromet and ALS Metallurgy - Metallurgy

  • AQ2 - Water Management

  • Gerrard Consulting - Environmental Management

  • Terrestrial Ecosystems - Fauna, Short Range Endemics and Subfauna

  • Plantecology - Flora

  • Landloch - Waste Rock Design

  • GLSC and Snappy Gum - Heritage

Key Outcomes

Key outcomes for the Mining Study are provided in Table 1. The Ore Reserve, classified in accordance with the JORC Code (2012), constitutes almost 100% of the Mine Plan, with only 100t for 10 oz Au within the pit design deriving from Inferred Resources. As this Inferred Resource material is less than the rounding error, it has not been reported in the key statistics.

KeyProject Statistics
Mineral Resources
Indicated Resources: 333,000t at 2.3g/t Au 24,800 oz
Inferred Resources: 35,000t at 1.4g/t Au 1,500 oz
Total Resources: 368,000t at 2.2g/t Au 26,300 oz
Ore Reserves
Probable: 182,000t at 2.5g/t Au 13,400 oz recovered
Production Summary
Mine Plan: 182,000t at 2.5g/t Au 14,500 oz
Life of Mine,mining (months) 2
Life of Mine,incl. haulage & rehab(months) 4
StripRatio(Waste:Ore) 2.4 : 1
Metallurgical Recovery 92.5%
Gold Mined(oz) 14,500 oz
Gold Produced(oz) 13,400 oz
Project Economics
Gold Price(A$/oz) 1,700
Revenue(A$M) 22.7
Costs(A$M) 17.3
Cash Surplus(A$M) 5.4
AISC(A$/oz) 1,294

Table 2: Key Project Statistics

Page 5

==> picture [596 x 60] intentionally omitted <==

----- Start of picture text -----

Matsa Resources Limited
----- End of picture text -----

Project Approvals

All regulatory approvals for mining are in place and include:

  • Native Vegetation Clearing Permit

  • Mine Plan

  • Mine Closure Plan

  • Mining Proposal

Mineral Resource and Geology

The Red Dog Mineral Resource Estimate totals 369,000t at 2.2g/t for 26,300oz Au (MAT announcement to the ASX dated 18th January 2018) .

Material Indicated Inferred Total
Tonnes
t
Grade
g/t
Gold
ounces
Tonnes
t
Grade
g/t
Gold
ounces
Tonnes
t
Grade
g/t
Gold
ounces
Oxide
Transitional/Fresh
Total
2,000
1.3
100
330,000
2.3
24,700
333,000
2.3
24,800
2,000
0.9
100
33,000
1.4
1,500
35,000
1.4
1,500
5,000
1.1
200
363,000
2.2
26,200
368,000
2.2
26,300

Table 3: Mineral Resources Jan 2018 - reported at 0.5g/t Au cut-off and no pit constraints

Red Dog, formerly known as Tin Dog, was discovered by Whim Creek Consolidated in 1984. The Red Dog project occurs within the Archaean greenstone belt, consisting of a predominately intermediate to mafic volcanic sequence with interbedded sediments and Banded Iron formations (BIF). In 1985, Hallberg identified the N-NNW trending Mt Hornet Fault to the west of the Red Dog project as a complex zone of ductile deformation. Local geology at Red Dog comprises basalt and andesite. In the volcanics, mineralisation appears to be associated with an increase in the abundance quartzcarbonate veining. The highest grades are found in crackle breccia. Hosted in silica washed basalt, mineralisation is related to zones of intense micro-fracturing with hematite, pyrite, silica flooding and carbonate alteration halos. Typically, the ore is lighter coloured than the surrounding basalt due to alteration. Gold mineralisation appears to be flat lying, 2 - 3m thick and typically 6 - 7m below surface.

Mining

Material Mining Assumptions

The output from this study carries a confidence level of +/- 20%.

An allowance has been made for in pit grade control and is applied on a cost per tonne of ore mined basis.

Classification Criteria

The 2018 Red Dog Mineral Resource estimate was used to determine the ore reserves. The Ore Reserves have been estimated from the ore classified as indicated only, there has been no Inferred Ore included in the Ore Reserves.

Mining will be carried out by a mining contractor with technical and management direction from Matsa. The mine consists of one open pit and incorporates drill and blast, load and haul and ore and waste management tasks.

Page 6

==> picture [596 x 60] intentionally omitted <==

----- Start of picture text -----

Matsa Resources Limited
----- End of picture text -----

Material movement is scheduled and costed based on quotes received during a tender process. Mining is scheduled to operate at approximately 30,000 bank cubic metres (BCM) per month, using a 120 - 130t excavator and a fleet of 777 dump trucks. Pre-mining activities include upgrade of the haul route and site preparation. Mining will commence prior to ore haulage in order to construct a manageable run of mine (ROM) stockpile. Mining of the open pit is scheduled to take 2 months to complete with ore haulage to the mill continuing for a further month.

All ore mined will be hauled from the local ROM to the SDGM external treatment facility using standard triple road-trains along a privately held haul road. The study was based on a FIFO workforce working on single shift, which will be accommodated at the Company’s 100% owned Red October Village and commuting between the Red October Village and the minesite.

Dilution parameters applied to the Mineral Resource estimate as modifying factors for Reserve calculation include a mining dilution of 15% and a mine recovery of 95% being used in the study. This is considered appropriate for a flat lying deposit.

Financial modelling results indicates the project shows a positive cash flow with or without the inferred material as this material totals only 10 oz Au and does not significantly impact project financials.

==> picture [452 x 275] intentionally omitted <==

Figure 2: Red Dog Site Layout Plan

Geotechnical

The Red Dog pit is less than 20m deep and comprises largely of strong transitional to fresh material. Transitional material outcrops at surface over much of the deposit with oxide material restricted largely to the periphery of the mineralised area. Peter O’Bryan and Associates completed a desktop geotechnical study and concluded walls up to 20m face height can be up to 70[o] angle and constructed without berms.

Page 7

==> picture [596 x 60] intentionally omitted <==

----- Start of picture text -----

Matsa Resources Limited
----- End of picture text -----

Ore Reserves and Mine Plan

The Ore Reserves are reported according to the JORC Code 2012 Edition. The Indicated category portion of the Mineral Resource estimate (Table 3) was converted to Probable Ore Reserves after material modifying factors were considered. Those modifying factors are discussed in this report and include mining method, geotechnical considerations, metallurgy and ore processing, infrastructure, transport and services and costs. Confidence in these factors is considered consistent with a Probable Ore Reserve classification. Mineral Resource estimates are reported inclusive of those Mineral Resources converted to Ore Reserves. The Probable Ore Reserve estimate is provided in Table 4.

Ore Reserves are based on a gold price of A$1,700/oz Au. Ore dilution of 15% and ore loss of 5% has been assumed. A mill recovery of 92.5% has been used in metal estimations.

Material Tonnes Gold (g/t) Ounces
Au
Recovered
Oxide - - -
Transitional 127,000 2.5 9,300
Fresh 55,000 2.4 3,900
Total 182,000 2.5 13,400

Table 4: Red Dog Probable Ore Reserve

Figures are rounded to reflect appropriate levels of confidence. Apparent differences may occur due to rounding

The Mine Plan is presented in Table 5. A minor amount of inferred material totalling 110t for 10 oz Au is included in the mine plan. This amount is within the rounding errors of the Ore Reserve and Mine Plan estimates.

Material Tonnes Gold(g/t) Ounces Au
Oxide - - -
Transitional 127,000 2.5 9,300
Fresh 55,000 2.4 3,900
Total 182,000 2.5 13,400

Table 5: Red Dog Mine Plan (includes Inferred Resource Material)

Figures are rounded to reflect appropriate levels of confidence. Apparent differences may occur due to rounding

Metallurgy and Ore Processing

Red Dog metallurgical work was managed by Macromet using ALS Metallurgical Laboratories for testwork. A total of 8 composites of Red Dog ore were collected for analysis for a range of assay grades and for transitional and fresh rock types.

Testwork recoveries using AGAA’s Sunrise Dam testwork methodology and including gravity, floatation, regrind and cyanidation processing techniques provided 92% - 95% gold recovery. The weighted average of 92.5% recovery has been used in financial modelling.

Bond Ball Mill Work indices ranged from a moderate 14.4 kW/t (SPRK20) to very hard characteristics of 23.4 kWh/t (Fresh) and generally increasing with depth of the ore type. The majority ore type (SPRK5) BBMWi value of approximately 20 kWh/t indicates hard ball milling characteristics.

Page 8

==> picture [596 x 60] intentionally omitted <==

----- Start of picture text -----

Matsa Resources Limited
----- End of picture text -----

Gravity Au recovery to amalgam at the tested 140 μm P80 grind size demonstrated relatively consistent extraction (13% to 31%) for an average of approximately 21% for the entire programme.

Ore processing will be via AGAA’s Sunrise Dam processing facility. Terms for ore purchase have been agreed and financial modelling has been based on the agreed parameters. No deleterious elements were noted.

Infrastructure, Transport and Services

Infrastructure for mining will be mobilised by the mining contractor and will include workshop, offices and facilities, power and fuel storage. All facilities will be removed and land rehabilitated post mining.

The Red Dog open pit is above the water table and while there is no dewatering requirements, water will be required for dust suppression. An agreement to take water for dust suppression from the nearby Second Fortune mine is in place.

The haul route to the SDGM mill is based on existing roads. Upgrade of these roads is required to allow for haulage and these works have been costed and scheduled as part of the study.

Accommodation will be at Matsa’s Red October Village, located 30km by road to the north.

Costs

All costs have been considered as operating costs due to the short mine life. Total cost to mine is A$17.3M. Mining and haulage costs are based on received quoted rates. Flights, accommodation, services and other non-mining costs are derived from costs incurred at Mata’s recently completed Fortitude trial mine. There are no sustaining capital costs. A breakdown of costs is shown in Figure 3.

Approvals and Permitting

During the mining study, Matsa lodged all necessary applications with the appropriate authorities. On 7 June 2018, Matsa advised that it had received approval from the Department of Mines Industry, Regulation and Safety (DMIRS) for its Mining Proposal, Mine Closure Plan and Project Management Plan for its Red Dog Gold mine and that all regulatory approvals had now been received.

Land Tenure and Social Heritage

The Mineral Resource and proposed mining area covers 1 granted mining lease. Matsa Gold Pty Ltd (a wholly owned subsidiary of Matsa) is the 100% owner of the tenements which are located on the Mt Yundamindra pastoral lease.

Mr R Hodges and Mr M Hodges hold a 2.25% net smelter royalty for production up to 10,000oz of gold and a 1.5% net smelter royalty thereafter. No other 3[rd] party royalties apply apart from the normal state government royalties.

There are no native title claims over the area. The heritage survey located three small heritage sites outside of the operational envelope that are planned to be protected.

There are no impediments to obtaining a license to operate.

Page 9

==> picture [596 x 60] intentionally omitted <==

----- Start of picture text -----

Matsa Resources Limited
----- End of picture text -----

==> picture [425 x 351] intentionally omitted <==

Figure 3: Cost breakdown

Mine Schedule

The mine schedule is based on equipment and schedules supplied during the tender process. Mining of the single pit is expected to occur over 8 – 9 weeks on single shift producing 13,400 ounces of gold at an All in Sustainable Cost (AISC) of $1,294 per recovered ounce. The same timeframe for haulage to the SDGM processing facility via a delayed start until ROM stockpiles are established is expected (Figure 4).

Page 10

==> picture [596 x 60] intentionally omitted <==

----- Start of picture text -----

Matsa Resources Limited
----- End of picture text -----

==> picture [427 x 229] intentionally omitted <==

Figure 4: Mine Schedule

Cut-off Grade

The Ore Reserve has been reported at a cut-off grade of 1.5g/t Au. The Ore Reserve cut-off grade was based on an optimisation using mine and mill costs, mining and mill recoveries and an open cut mining method as detailed herein. A gold price of A$1,700 was used.

Sensitivity Analysis

Sensitivity analysis for gold price, grade and costs were estimated at +20% to -20% variation to base case assumptions. The analysis indicates the project is viable within these sensitivities.

OperatingSurplus($M) OperatingSurplus($M) OperatingSurplus($M)
Parameter 80% 90% Base Case 110% 120%
Au Price (A$/oz)
- Base Case A$1700
3.1 4.2 5.4 6.6 7.7
Grade (g/t)
- Base Case 2.5g/t Au
1.1 3.3 5.4 7.6 9.7
Costs ($t)
- Base case A$17.3M
8.8 7.1 5.4 3.7 2.0

Table 6: Sensitivity Analysis (A$M)

Funding Requirements

Matsa is a well funded and diversified mineral exploration and mining company. Matsa has a market capitalisation of A$27.4M and cash and liquid assets of approximately A$8.8 million as at 30[th] June 2018.

Matsa has the financial capacity to internally fund the capital and maximum cash requirements of this project.

Opportunities

The mining study represents an opportunity for Matsa to create a significant low risk cash surplus. By opening up the ore deposit there is also the opportunity to learn the detailed geological controls of the mineralisation to assist in further exploration.

Page 11

==> picture [596 x 60] intentionally omitted <==

----- Start of picture text -----

Matsa Resources Limited
----- End of picture text -----

Risks

  • A key number of risks that are normal for this type of operation have been identified, such as:

  • Reduction in the $A gold price will negatively impact on revenue

  • Confidence in the geological model

  • Achieving the unit cost mining rates as used in the study

For further information please contact:

Paul Poli Executive Chairman

Phone +61 8 9230 3555 Fax +61 8 9227 0370 Email [email protected] Web www.matsa.com.au

Competent Person Statements

The information in this report that relates to Exploration results is based on information compiled by Mark Csar, who is a Fellow of the Australasian Institute of Mining and Metallurgy. Mark Csar is a full time employee of Matsa Resources Limited. Mark Csar has sufficient experience which is relevant to the style of mineralisation and the type of ore deposit under consideration and 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’. Mark Csar consents to the inclusion in the report of the matters based on his information in the form and context in which it appears.

The information contained in this ASX release relating to Mineral Resources has been compiled by Susan Havlin of Optiro Ltd. Susan Havlin is a Member of The Australasian Institute of Mining and Metallurgy 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”. Susan Havlin consents to the inclusion in the report of the matters based on her information in the form and context in which it appears.

The information in this report that relates to Ore Reserve results is based on information compiled by Mr Frank Sibbel, who is a Fellow of the Australasian Institute of Mining and Metallurgy. Mr Sibbel is a non-executive director of Matsa Resources Limited. Mr Sibbel has sufficient experience which is relevant to the style of mineralisation and the type of ore deposit under consideration and 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’. Mr Sibbel consents to the inclusion in the report of the matters based on his information in the form and context in which it appears.

Page 12

==> picture [633 x 60] intentionally omitted <==

----- Start of picture text -----

Matsa Resources Limited
----- End of picture text -----

Appendix 1 - Matsa Resources Limited – Red Gold Deposit

Section 1 Sampling Techniques and Data

(Criteria in this section apply to all succeeding sections.)

Criteria JORC Code explanation
Commentary
Sampling
techniques
Nature and quality of sampling (eg cut channels, random chips, or specific
specialised industry standard measurement tools appropriate to the minerals
under investigation, such as down hole gamma sondes, or handheld XRF
instruments, etc). These examples should not be taken as limiting the broad
meaning of sampling.
RC drilling using cyclone split on 1m intervals. Samples typically 2- 3 kg and
pulverized to 50g charge for FA-AAS.
Historical: RAB and RC drilling sampled with drill chips. RAB sampled with 2 to
5m composites with 1m splits in areas of elevated results. RC drilling sampled at
1m intervals. Samples were sub-split for assay by Aqua Regia or Fire assay.
Measures taken to ensure sample representivity and the appropriate
calibration of any measurement tools or systems used.
Aspects of the determination of mineralisation that are Material to the Public
Report. In cases where ‘industry standard’ work has been done this would be
relatively simple (eg ‘reverse circulation drilling was used to obtain 1 m
samples from which 3 kg was pulverised to produce a 30 g charge for fire
assay’). In other cases more explanation may be required, such as where there
is coarse gold that has inherent sampling problems. Unusual commodities or
mineralisation types (eg submarine nodules) may warrant disclosure of
detailed information.
Drilling
techniques
Drill type (eg core, reverse circulation, open-hole hammer, rotary air blast,
auger, Bangka, sonic, etc) and details (eg core diameter, triple or standard
tube, depth of diamond tails, face-sampling bit or other type, whether core is
oriented and if so, by what method, etc).
RC drilling using face sampling bit.
Historical: Details of pre 2015 (Billiton/Newmont/SOG) drilling by RAB, RC and
Diamond methods unknown. Post 2015 RAB drilling carried out with small scale
rig using 60mm drill bit Post 2015 RC drilling carried out by 5 inch face sampling
bit with KDA 250 RC Rig.
Drill sample
recovery
Method of recording and assessing core and chip sample recoveries and
results assessed.
Recoveries visually assessed for weight consistency.
Historical: No records of recovery noted is records. Shallow drilling is expected
to have high recoverybased on nearbydrillingexperience.

Measures taken to maximise sample recovery and ensure representative
nature of the samples.
Geologist on rig whilst drilling. On-rig assessments and remedy, if required,
completed at rig.
Historical: No record noted.

==> picture [604 x 90] intentionally omitted <==

Page 13

==> picture [633 x 60] intentionally omitted <==

----- Start of picture text -----

Matsa Resources Limited
----- End of picture text -----

Criteria JORC Code explanation JORC Code explanation Commentary
Whether a relationship exists between sample recovery and grade and No relationship between recovery and grade noted in QA/QC review.
whether sample bias may have occurred due to preferential loss/gain of Historical: Not determined
fine/coarse material.
Logging Whether core and chip samples have been geologically and geotechnically Chips have been logged for, but not limited to qualities including lithology,
logged to a level of detail to support appropriate Mineral Resource hardness, oxidation and weathering. This detail is considered appropriate for
estimation, mining studies and metallurgical studies. ongoing studies. Logging in generally qualitative in nature. Holes have been chip
Whether logging is qualitative or quantitative in nature. Core (or costean, trayed for reference. All holes and intervals have been logged.
channel, etc) photography. Historical: A limited number of holes have qualitative geological logging. A
selected number of samples have been petrographically described in detail.
The total length and percentage of the relevant intersections logged.
Sub-sampling If core, whether cut or sawn and whether quarter, half or all core taken. RC chips sub-sampled using cone splitter and sampled dry. Splitter regularly
techniques and checked for cleanliness and correct operation. Duplicates taken 1:20. QAQC
sample
preparation
If non-core, whether riffled, tube sampled, rotary split, etc and whether
sampled wet or dry.
samples taken at 1:20. Sample weights of ~3kg documented are considered
adequate. All samples were dry.
Historical: NQ Diamond holes are RC pre-collared in the area of interest (top
For all sample types, the nature, quality and appropriateness of the sample 50m). Data on subsampling methodology of holes drilled prior to 2015 is absent.
preparation technique. Some early historical drill programs report selective sampling, assumedly on
Quality control procedures adopted for all sub-sampling stages to maximise
representivity of samples
visual veins. This may limit validity of some intersections. Since 2015, holes
DDRC21 to 33 were spear sampled and DDRC34 to 57 were riffle split. Sample
prep in Lab is standard for all assay procedures. Samples, where recorded, were
Measures taken to ensure that the sampling is representative of the in situ sent to industry labs. Anomalous composites repeated with individual 1m splits.
material collected, including for instance results for field duplicate/second- Unknown Sample weights of ~3kg documented are adequate for fine gold.
half sampling
Whether sample sizes are appropriate to the grain size of the material being
sampled.
Quality of The nature, quality and appropriateness of the assaying and laboratory Samples were dispatched for gold determination by Fire Assay with AAS finish,
assay data and procedures used and whether the technique is considered partial or total. which are industry standard processes. Standards/blanks used for QAQC at 1:20
laboratory sampling frequency. No significant bias noted.
tests Historical: Assay accuracy determined by laboratory QACQ processes. Standards,
blanks and duplicates are incorporated in the sample submissions to quantify
any accuracy or precision issues. Historical: Samples were dispatched for low
level gold determination by Fire Assay or Aqua Regia, which are industry
standardprocesses. Assayaccuracydetermined bylaboratory QACQ process.
Page 14

==> picture [633 x 60] intentionally omitted <==

----- Start of picture text -----

Matsa Resources Limited
----- End of picture text -----

Criteria JORC Code explanation
Commentary
Drilling QAQC not recorded. Lab reports show standard industry QA QC
procedures in place.

For geophysical tools, spectrometers, handheld XRF instruments, etc, the
parameters used in determining the analysis including instrument make and
model, reading times, calibrations factors applied and their derivation, etc.

Nature of quality control procedures adopted (eg standards, blanks,
duplicates, external laboratory checks) and whether acceptable levels of
accuracy (ie lack of bias) andprecision have been established.
Verification of
sampling and
assaying

The verification of significant intersections by either independent or
alternative company personnel.
All results were checked by senior staff. Several holes were twinned adjacent to
historical RC holes. Data logged electronically on site with automated validation
procedures and data entry checks. Data transferred to company database on
completion of program. No adjustments to assay data made.
Historical: Composites validated by individual 1m splits. No twinned holes
carried out. Historical data transferred from publically available reports. Post
2015 data available as hardcopy reports. No amendments to assay data have
been made.

The use of twinned holes.

Documentation of primary data, data entry procedures, data verification,
data storage (physical and electronic) protocols.

Discuss any adjustment to assay data.
Location of
data points

Accuracy and quality of surveys used to locate drill holes (collar and down-
hole surveys), trenches, mine workings and other locations used in Mineral
Resource estimation.
Holes marked out prior to drilling using decimetre accuracy DGPS (+/- 0.3m).
Holes not surveyed post drilling. Historical hole collars surveyed using decimetre
accuracy DGPS where collars reliably located. Red Dog is located in GDA94 UTM
co-ordinate system Zone 51.
A local 2 point grid transformation is used:
Local MGA51
East Point 1 10539.3 438407.6
North Point 1 11020.5 6749871.0
East Point 2 11037.4 439039.9
North Point 2 10384.7 6749387.8
Topographic control via decimetre accuracy DGPS is considered suitable for level
of control required.

Specification of the grid system used.

Quality and adequacy of topographic control.
Data spacing
and
distribution

Data spacing for reporting of Exploration Results.
Data spacing over main mineralised area is 20m x 20m, surrounded by 40 m x
40m away from mineralised area. Some historical RC drill spacing has been
brought down to 10m x 10m. Samples have been composited for reporting
results as appropriate using 0.5g/t Au lower cut. RC sampling was carried on a
1m basis.

==> picture [633 x 60] intentionally omitted <==

----- Start of picture text -----

Matsa Resources Limited
----- End of picture text -----

Criteria JORC Code explanation JORC Code explanation Commentary
Whether the data spacing and distribution is sufficient to establish the
degree of geological and grade continuity appropriate for the Mineral
Resource and Ore Reserve estimation procedure(s) and classifications
applied.
Whether sample compositing has been applied.
Orientation of Whether the orientation of sampling achieves unbiased sampling of possible
RC Drilling was vertical and tests a relatively flat lying basalt/andesite unit. The
data in relation structures and the extent to which this is known, considering the deposit
minimum 1m sampling interval may have diluted parts of the mineralised unit to
to geological type. this minimum sampling width in parts and on edges of the unit. Historical drilling
structure data was also to a minimum 1m sampling interval. No bias, apart from that
mentioned herein is thought to have occurred due to orientation of drilling
direction.
If the relationship between the drilling orientation and the orientation of key
mineralised structures is considered to have introduced a sampling bias, this
should be assessed and reported if material.
Sample The measures taken to ensure sample security. Samples transported to assay lab were collected from Fortitude site by
security laboratory staff. Samples numbered and recorded. Historical: Unknown-Post
2015 samples are either on site or relocated to another accessible area.
Audits or The results of any audits or reviews of sampling techniques and data. No audit carried out.
reviews

==> picture [604 x 90] intentionally omitted <==

Page 16

==> picture [633 x 60] intentionally omitted <==

----- Start of picture text -----

Matsa Resources Limited
----- End of picture text -----

Section 2 Reporting of Exploration Results

(Criteria listed in the preceding section also apply to this section.)

Criteria JORC Code explanation Commentary
Mineral Type, reference name/number, location and ownership including Tenements M39/38, M39/1009 and M39/1100 are live and held by M and R
tenement and agreements or material issues with third parties such as joint ventures, Hodges. The tenements are operated by Matsa Resources under an option to
land tenure partnerships, overriding royalties, native title interests, historical sites, purchase agreement with the tenement holder. There are no known
status wilderness or national park and environmental settings. impediments to operating in the area.
The security of the tenure held at the time of reporting along with any
known impediments to obtaining a license to operate in the area.
Exploration done Acknowledgment and appraisal of exploration by other parties. Previous explorers include CSR, Pennzoil-Vam JV, Shell Company Australia,
by other parties Billiton Australia (1985 – 1990), Billiton-Newmont Australia JV (1990 – 1992), M
Hodges – Welcome Stranger Mining (1993), M. Hodges (1994 – 1998), Goldfields
Kalgoorlie (1999), Sons of Gwalia (2000 – 2003), Wilson (2004-2011) Saracen
(2012- 2015),M. Hodges(2015 – 2017).
Geology Deposit type, geological setting and style of mineralisation. The deposit type being sought at Red Dog are orogenic syntectonic gold
mineralisation. Gold is interpreted to be associated with major NW striking shear
zones and flat lyinglocalised shearingand alteration.
Drill hole A summary of all information material to the understanding of the See Appendix 2 for listing of drill holes.
Information exploration results including a tabulation of the following information for
all material drill holes:
o easting and northing of the drill hole collar
o elevation or RL (Reduced Level – elevation above sea level in metres) of
the drill hole collar
o dip and azimuth of the hole
o down hole length and interception depth
o hole length.
If the exclusion of this information is justified on the basis that the
information is not material and this exclusion does not detract from the
understanding of the report, the Competent Person should clearly explain
why this is the case.
Data In reporting Exploration Results, weighting averaging techniques, Intercepts are weight averaged with a lower cut of 0.5g/Au and no upper cut.
aggregation maximum and/or minimum grade truncations (eg cutting of high grades)
methods and cut-off grades are usually material and should be stated.
Where aggregate intercepts incorporate short lengths of high grade
results and longer lengths of lowgrade results, theprocedure usedfor such
Page 17

==> picture [633 x 60] intentionally omitted <==

----- Start of picture text -----

Matsa Resources Limited
----- End of picture text -----

Criteria JORC Code explanation Commentary
aggregation should be stated and some typical examples of such
aggregations should be shown in detail.
The assumptions used for any reporting of metal equivalent values should
be clearly stated.
Relationship These relationships are particularly important in the reporting of All intercepts quoted relate to downhole depth. The mineralised unit is flat to
between Exploration Results. gently dipping. Intercepts in are expressed in downhole metres.
mineralisation If the geometry of the mineralisation with respect to the drill hole angle is
widths and known, its nature should be reported.
intercept lengths If it is not known and only the down hole lengths are reported, there should
be a clear statement to this effect (eg ‘down hole length, true width not
_known’). _
Diagrams Appropriate maps and sections (with scales) and tabulations of intercepts Diagrams have been included in the text.
should be included for any significant discovery being reported These
should include, but not be limited to a plan view of drill hole collar locations
and appropriate sectional views.
Balanced Where comprehensive reporting of all Exploration Results is not Refer Appendix 2.
reporting practicable, representative reporting of both low and high grades and/or
widths should be practiced to avoid misleading reporting of Exploration
Results.
Other Other exploration data, if meaningful and material, should be reported Surface geology interpretation and geophysics exists over the area of interest.
substantive including (but not limited to): geological observations; geophysical survey
exploration data results; geochemical survey results; bulk samples – size and method of
treatment; metallurgical test results; bulk density, groundwater,
geotechnical
and
rock
characteristics;
potential
deleterious
or
contaminating substances.
Further work The nature and scale of planned further work (eg tests for lateral Forward activities include resource estimation and potential for mining
extensions or depth extensions or large-scale step-out drilling). evaluation as well as further drilling.
Diagrams clearly highlighting the areas of possible extensions, including
the main geological interpretations and future drilling areas, provided this
information is not commercially sensitive.

==> picture [604 x 90] intentionally omitted <==

Page 18

==> picture [633 x 60] intentionally omitted <==

----- Start of picture text -----

Matsa Resources Limited
----- End of picture text -----

Section 3 Estimation and Reporting of Mineral Resources

(Criteria listed in section 1, and where relevant in section 2, also apply to this section.)

Criteria JORC Code explanation Commentary
Database Measures taken to ensure that data has not been corrupted by, for example,
Geological and sampling data was entered directly into a computer on site. Assay
integrity transcription or keying errors, between its initial collection and its use for data was received from the laboratory in digital format and lookup tables were
Mineral Resource estimation purposes. used to match sampling and assay data. Survey data was imported from DGPS
Data validation procedures used. csv output files.
All geological, sampling and assay data was reviewed to ensure validity. Data
audits were conducted using industry software. Audits included checks for
missing or erroneous holes, samples, assay, hole depths, geological codes and
surveydata. Missingdata(e.g. LNR samples)recorded and noted.
Site visits Comment on any site visits undertaken by the Competent Person and the Mr Mark Csar is the competent Person who has visited site on numerous
outcome of those visits. occasions. No Optiro personnel have been to site.
If no site visits have been undertaken indicate why this is the case. All aspects of drilling and sampling are considered by the Competent Persons to
be of high industrystandard.
Geological Confidence in (or conversely, the uncertainty of) the geological Drilling on a 20 m x 20 m pattern shows consistency of interpretation between
interpretation interpretation of the mineral deposit. sections.
Nature of the data used and of any assumptions made. An alternate mineralisation interpretation is difficult to suggest. There are
The effect, if any, of alternative interpretations on Mineral Resource isolated high grade intercepts which likely reflect short length structural
estimation. anomalism (faulting), but the influence of these appears to be less than drill
The use of geology in guiding and controlling Mineral Resource estimation. spacing.
The factors affecting continuity both of grade and geology. Lithology (MB) is largely uniform through the area. Alteration is commonly
associated with mineralisation and was used to confirm grade outlines.
Grade shells were generated using a minimum 2m thickness and a 0.5 g/t gold
cut-off. This grade represents an inflection in the cumulative population
distribution and enabled the mineralisation to be captured in a coherent
envelope, which agreed with the geological model. A lower grade inflection of
0.2 g/t gold is present but this is too low to define potential economic
boundaries.
Dimensions The extent and variability of the Mineral Resource expressed as length The Red Dog deposit extends approximately 240 m in a grid N-S direction and
(along strike or otherwise), plan width, and depth below surface to the 200 m in an E-W direction. The mineralisation is flat lying and extends from just
upper and lower limits of the Mineral Resource. below surface to a depth of at least 30 m below the surface. Mineralisation is
typically3 -14 m thick.

==> picture [604 x 90] intentionally omitted <==

Page 19

==> picture [633 x 60] intentionally omitted <==

----- Start of picture text -----

Matsa Resources Limited
----- End of picture text -----

Criteria JORC Code explanation Commentary
Estimation and The nature and appropriateness of the estimation technique(s) applied and Estimation was completed in Datamine Studio RM using dynamic anisotropy on
modelling key assumptions, including treatment of extreme grade values, domaining, an Ordinary Kriged (OK) model to estimate the gold grade. Grades were
techniques interpolation parameters and maximum distance of extrapolation from data
estimated into parent blocks of 10 mE by 10 mN by 5 mRL. Sub-celling down to
points. If a computer assisted estimation method was chosen include a 5 mE by 5 mN by 1.25 mRL was employed for resolution of the mineralisation
description of computer software and parameters used. boundary.
The availability of check estimates, previous estimates and/or mine The mineralisation wireframe was used to code both the 1 m composites as well
production records and whether the Mineral Resource estimate takes as the block model.
appropriate account of such data. Kriging neighbourhood analysis was performed to optimise the block size,
The assumptions made regarding recovery of by-products. sample numbers, and discretisation levels with the goal of minimising
Estimation of deleterious elements or other non-grade variables of conditional bias in the gold grade estimates.
economic significance (eg sulphur for acid mine drainage characterisation). A total of three search passes was used, with the first search pass set to the range
In the case of block model interpolation, the block size in relation to the of the variogram. A minimum of 8 and a maximum of 30 samples were used.
average sample spacing and the search employed. The search stayed the same for the second pass but was increased by a factor of
Any assumptions behind modelling of selective mining units. 2 for the third and final pass. The minimum number of samples was reduced to
Any assumptions about correlation between variables.
Description of how the geological interpretation was used to control the
resource estimates.
6 for the second and third pass.
A nearest neighbour approach was used to fill blocks which did not fill in the first
three passes. This situation applied to 1% of the mineralised blocks.
Discussion of basis for using or not using grade cutting or capping.
The process of validation, the checking process used, the comparison of
model data to drill hole data, and use of reconciliation data if available.
No deleterious elements have been identified.
No selective mining units have been assumed.
Top-cuts were applied to reduce the variability of the data and to remove the
outliers.
The estimated block model grades were visually validated against the input
drillhole data and comparisons were carried out against the drillhole data and
by northing, easting and elevation slices. Global comparison between the input
data and the block grades for each variable is considered acceptable (±10%).
This is a maiden Mineral Resource so no comparison was carried out.
Moisture Whether the tonnages are estimated on a dry basis or with natural Tonnages were estimated on a dry in situ basis. No moisture values were
moisture, and the method of determination of the moisture content. reviewed.
Cut-off The basis of the adopted cut-off grade(s) or quality parameters applied. The Mineral Resource has been reported at a 0.5 g/t gold cut-off and has been
parameters based on assumptions about economic cut-off grades for open pit mining from
current mining operations in the region. The resource estimate has not been
constrained byapit shell.
Mining factors Assumptions made regarding possible mining methods, minimum mining It has been assumed that the deposit could potentially be mined using open pit
or assumptions dimensions and internal (or, if applicable, external) mining dilution. It is methods.
always necessary aspart of theprocess of determining reasonable
Page 20

==> picture [633 x 60] intentionally omitted <==

----- Start of picture text -----

Matsa Resources Limited
----- End of picture text -----

Criteria JORC Code explanation Commentary
prospects for eventual economic extraction to consider potential mining No assumptions have been made to date regarding minimum mining widths or
methods, but the assumptions made regarding mining methods and dilution.
parameters when estimating Mineral Resources may not always be
rigorous. Where this is the case, this should be reported with an explanation
of the basis of the mining assumptions made.
Metallurgical The basis for assumptions or predictions regarding metallurgical No assumptions have been made regarding metallurgy.
factors or amenability. It is always necessary as part of the process of determining Mining of this style of gold deposit is common in the area. The metallurgy,
assumptions reasonable prospects for eventual economic extraction to consider potential processing and waste management of these deposits is typically simple and well-
metallurgical methods, but the assumptions regarding metallurgical understood.
treatment processes and parameters made when reporting Mineral Results of preliminary historical metallurgical test work conducted by Hodges in
Resources may not always be rigorous. Where this is the case, this should be
2016 suggests ~90% recovery. This figure is expected to improve with further
reported with an explanation of the basis of the metallurgical assumptions targeted testwork.
made.
Environmental Assumptions made regarding possible waste and process residue disposal No assumptions regarding possible waste and process residue disposal options
factors or options. It is always necessary as part of the process of determining have been made. It is assumed that such disposal will not present a significant
assumptions reasonable prospects for eventual economic extraction to consider the hurdle to exploitation of the deposit and that any disposal and potential
potential environmental impacts of the mining and processing operation. environmental impacts would be correctly managed as required under the
While at this stage the determination of potential environmental impacts, regulatory permitting conditions.
particularly for a greenfields project, may not always be well advanced, the
status of early consideration of these potential environmental impacts
should be reported. Where these aspects have not been considered this
should be reported with an explanation of the environmental assumptions
made.

Section 4 Estimation and Reporting of Ore Reserves

(Criteria listed in section 1, and where relevant in sections 2 and 3, also apply to this section.)

Criteria JORC Code explanation Commentary
Mineral Description of the Mineral Resource estimate used as a basis for the The Mineral Resource estimate has an effective date of January 2018. The
Resource conversion to an Ore Reserve. resource estimate was based on a 0.5g/t Au cut-off and the estimate was not
estimate for Clear statement as to whether the Mineral Resources are reported constrained within a pit shell. Mineral Resources are reported inclusive of Ore
additional to, or inclusive of, the Ore Reserves. Reserves.
Page 21

==> picture [633 x 60] intentionally omitted <==

----- Start of picture text -----

Matsa Resources Limited
----- End of picture text -----

Criteria JORC Code explanation Commentary
conversion to
Ore Reserves
Site visits Comment on any site visits undertaken by the Competent Person and the A site visit to Red Dog has not been undertaken by the Competent person. The
outcome of those visits. Competent person has extensive knowledge of the area gained from mining
If no site visits have been undertaken indicate why this is the case. the nearby Fortitude deposit.
Study status The type and level of study undertaken to enable Mineral Resources to be Feasibility level studies have been completed. Conversion of Mineral Resources
converted to Ore Reserves. to Ore Reserves has been accounted for in material classification.
The Code requires that a study to at least Pre-Feasibility Study level has
been undertaken to convert Mineral Resources to Ore Reserves. Such studies
will have been carried out and will have determined a mine plan that is
technically achievable and economically viable, and that material Modifying
Factors have been considered.
Cut-off The basis of the cut-off grade(s) or quality parameters applied. Ore Reserve cut-off parameters are based on positive cash flows. The mining cut-
parameters off grade is calculated to be 1.5g/t Au, and is based on expected costs and
revenues.
Mining factors The method and assumptions used as reported in the Pre-Feasibility or The conversion of Mineral Resource to Ore Reserve was by optimisation
or assumptions Feasibility Study to convert the Mineral Resource to an Ore Reserve (i.e. parameters using costs from nearby operations followed by detailed design for
either by application of appropriate factors by optimisation or by final pit design and subsequent Ore Reserve estimation.
preliminary or detailed design).
The choice, nature and appropriateness of the selected mining method(s)
The deposit will be mined by conventional open pit methods using 100 - 120t
excavators and 100t trucks.
and other mining parameters including associated design issues such as pre-
strip, access, etc. Geotechnical parameters were completed by O’Bryan and Associates based on
The assumptions made regarding geotechnical parameters (eg pit slopes, lithologies and weathering profiles from drilling.
stope sizes, etc), grade control and pre-production drilling. Ore Reserves are reported with a 15% mining dilution factor and a 95% mining
The major assumptions made and Mineral Resource model used for pit and
stope optimisation (if appropriate).
recovery factor.
The mining dilution factors used. A minimum width of 2.5m was used as a mining bench.
The mining recovery factors used. Inferred resources make up <1% of the resource and are immaterial to
Any minimum mining widths used. sensitivities.
The manner in which Inferred Mineral Resources are utilised in mining
studies and the sensitivity of the outcome to their inclusion.
The infrastructure requirements of the selected mining methods.
Required infrastructure is industry standard for a small open pit and will include
offices, workshops, ROM pads and Waste dumps. No ore processing facilities will
be constructed.
Page 22

==> picture [633 x 60] intentionally omitted <==

----- Start of picture text -----

Matsa Resources Limited
----- End of picture text -----

Criteria JORC Code explanation Commentary
Metallurgical The metallurgical process proposed and the appropriateness of that process Ore will be treated though a customer plant. Metallurgical testwork using
factors or to the style of mineralisation. parameters of the plant was carried out by an accredited laboratory and
assumptions Whether the metallurgical process is well-tested technology or novel in supervised by an independent consultant metallurgist.
nature.
The nature, amount and representativeness of metallurgical test work
undertaken, the nature of the metallurgical domaining applied and the
Testwork comprising various composite samples taken over the entirely of the
deposit has been completed using testwork procedures of the customer plant.
corresponding metallurgical recovery factors applied. The customer mill operates with known technology.
Any assumptions or allowances made for deleterious elements. Composite samples were domained on both grade and rock type and are
The existence of any bulk sample or pilot scale test work and the degree to considered appropriate to the deposit.
which such samples are considered representative of the orebody as a
whole. No bulk or pilot study testwork was completed due to the small size of the
For minerals that are defined by a specification, has the ore reserve deposit.
estimation been based on the appropriate mineralogy to meet the Ore Reserves are reported inclusive of mill recoveries.
specifications?
Environmental The status of studies of potential environmental impacts of the mining and Environmental studies on the Red Dog deposit have been completed and include
processing operation. Details of waste rock characterisation and the flora, terrestrial and sub terrestrial fauna, groundwater and surface water
consideration of potential sites, status of design options considered and, impacts. A native vegetation clearing permit (NVCP) has been received from
where applicable, the status of approvals for process residue storage and DMIRS. Studies and testwork on waste rock have been completed and no acid
waste dumps should be reported. generating material is noted. Waste rock designs have been completed is
accordance with independent recommendations. The Mining Proposal and Mine
Closure Plan have been approved byDMIRS.
Infrastructure The existence of appropriate infrastructure: availability of land for plant No infrastructure currently exists on site. The deposit is approximately 1km from
development, power, water, transportation (particularly for bulk Saracen’s Haul road and roads to the mill are in existence though need some
commodities), labour, accommodation; or the ease with which the upgrade. Accommodation is available at Red October camp and labour is
infrastructure can be provided, or accessed. expected to be found within the current WA contractor pool. No impediments
to miningvia infrastructure constraints are envisaged.
Costs The derivation of, or assumptions made, regarding projected capital costs in Capital and operating costs have been derived using tendered quotes for the Red
the study. Dog mine.
The methodology used to estimate operating costs. No allowance has been made for deleterious elements.
Allowances made for the content of deleterious elements.
The source of exchange rates used in the study. An exchange rate of 0.76AUD to USD has been used where applicable
Derivation of transportation charges. Treatment and refining charges are based on negotiated charges and payments.
The basis for forecasting or source of treatment and refining charges,
penalties for failure to meet specification, etc.
Royalties are payable to the Government and the previous tenement holder.
The allowances madefor royaltiespayable, both Government andprivate.
Page 23

==> picture [633 x 60] intentionally omitted <==

----- Start of picture text -----

Matsa Resources Limited
----- End of picture text -----

Criteria JORC Code explanation Commentary
Revenue factors
The derivation of, or assumptions made regarding revenue factors including
Ore production grades are determined by an optimized pit shell which has then
head grade, metal or commodity price(s) exchange rates, transportation been designed in detail for a final pit design. The model includes all mining,
and treatment charges, penalties, net smelter returns, etc. haulage and processing charges. The model has been based on indicative and
The derivation of assumptions made of metal or commodity price(s), for the anticipated costs and revenue negotiations with the ore processing facility.
principal metals, minerals and co-products.
Market The demand, supply and stock situation for the particular commodity, The market for gold appears robust. Red Dog has a short mine life with mining
assessment consumption trends and factors likely to affect supply and demand into the expected to commence in the near term. No long term forecasting was used in
future. estimations.
A customer and competitor analysis along with the identification of likely
market windows for the product.
Price and volume forecasts and the basis for these forecasts.
For industrial minerals the customer specification, testing and acceptance
requirements prior to a supply contract.
Economic The inputs to the economic analysis to produce the net present value (NPV) All operating and capital costs were included in the financial model. Capital items
in the study, the source and confidence of these economic inputs including were treated as operating due to the short mine life.
estimated inflation, discount rate, etc.
NPV ranges and sensitivity to variations in the significant assumptions and
Costs are considered robust as they are based on a current operation.
inputs. Sensitivity analysis has shown the project is robust and relatively insensitive to
changes in price, operating costs and pit designs.
Social The status of agreements with key stakeholders and matters leading to The company has undertaken consultation with local pastoralists, government
social licence to operate. organizations and mining operations. Access agreements, where required are in
place.
Other To the extent relevant, the impact of the following on the project and/or on No impediments to mining are noted.
the estimation and classification of the Ore Reserves:
Any identified material naturally occurring risks.
All regulatory approvals for mining are in place.
The status of material legal agreements and marketing arrangements.
The status of governmental agreements and approvals critical to the
viability of the project, such as mineral tenement status, and government
and statutory approvals. There must be reasonable grounds to expect that
all necessary Government approvals will be received within the timeframes
anticipated in the Pre-Feasibility or Feasibility study. Highlight and discuss
the materiality of any unresolved matter that is dependent on a third party
on which extraction of the reserve is contingent.
Page 24

==> picture [633 x 60] intentionally omitted <==

----- Start of picture text -----

Matsa Resources Limited
----- End of picture text -----

Criteria JORC Code explanation Commentary
Classification The basis for the classification of the Ore Reserves into varying confidence Indicated Resources were classified as Probable Reserves after consideration of
categories. the appropriate modifying factors.
Whether the result appropriately reflects the Competent Person’s view of
the deposit.
Results reflect the view of the competent person.
The proportion of Probable Ore Reserves that have been derived from No measured mineral resources were estimated.
Measured Mineral Resources (if any). A minor amount (10oz) of inferred material is included in the Mine Plan. This
amount does not materially affect financials.
Audits or The results of any audits or reviews of Ore Reserve estimates. Audits or reviews have been conducted internally with experienced Matsa
reviews personnel. Metallurgical results have also been reviewed by SDGM.
Discussion of Where appropriate a statement of the relative accuracy and confidence The accuracy of estimates in this Ore Reserve are mostly determined by the
relative level in the Ore Reserve estimate using an approach or procedure deemed order of accuracy of the Mineral Resource, metallurgical input, and cost inputs.
accuracy/
confidence
appropriate by the Competent Person. For example, the application of
statistical or geostatistical procedures to quantify the relative accuracy of
Some risk factors include:
the reserve within stated confidence limits, or, if such an approach is not Local and global bias within the Mineral Resource
deemed appropriate, a qualitative discussion of the factors which could Geotechnical risks associated with unforeseen risks
affect the relative accuracy and confidence of the estimate. Variation in recovery between metallurgical testwork and the customer mill
The statement should specify whether it relates to global or local estimates, Gold and Fuel price variation
and, if local, state the relevant tonnages, which should be relevant to Final costs returned once mining is underway/completed.
technical and economic evaluation. Documentation should include
assumptions made and the procedures used.
Accuracy and confidence discussions should extend to specific discussions of
any applied Modifying Factors that may have a material impact on Ore
Reserve viability, or for which there are remaining areas of uncertainty at
the current study stage.
It is recognised that this may not be possible or appropriate in all
circumstances. These statements of relative accuracy and confidence of the
estimate should be compared withproduction data, where available.

==> picture [604 x 90] intentionally omitted <==

Page 25

==> picture [596 x 60] intentionally omitted <==

----- Start of picture text -----

Matsa Resources Limited
----- End of picture text -----

Appendix 2: Matsa Resources Limited – Red Dog Project

Drill hole collar information and intervals > 0.5g/t Au (summary)

Hole_ID East
Local
North
Local
RL m
Depth
Dip Azimuth M From M To M Thick Au_ppm
17RDRC001 10580 10750 386 20 -90
17RDRC002 10620 10750 386 20 -90
17RDRC003 10660 10750 386 20 -90
17RDRC004 10580 10710 386 20 -90
17RDRC005 10620 10710 386 20 -90
17RDRC006 10660 10710 387 20 -90
17RDRC007 10700 10710 387 20 -90 16 17 1 0.66
17RDRC008 10740 10710 387 20 -90
17RDRC009 10580 10670 386 20 -90
17RDRC010 10620 10670 387 20 -90
17RDRC011 10660 10670 388 20 -90 13 14 1 0.87
17RDRC012 10700 10670 390 20 -90 5 6 1 1.76
17RDRC013 10740 10670 388 20 -90 16 18 2 2.76
17RDRC014 10620 10650 387 20 -90 19 20 1 0.9
17RDRC015 10660 10650 389 20 -90 8 15 7 1.69
17RDRC016 10680 10650 389 20 -90 12 14 2 1.09
17RDRC017 10700 10650 390 20 -90 7 8 1 1.01
17RDRC018 10720 10650 390 16 -90 3 4 1 0.76
17RDRC019 10740 10650 389 16 -90
17RDRC020 10620 10630 387 20 -90
17RDRC021 10640 10630 388 20 -90 15 17 2 1.87
17RDRC022 10660 10630 389 20 -90 15 16 1 1.23
17RDRC023 10680 10630 389 20 -90 8 12 4 2.32
17RDRC024 10700 10630 389 20 -90 5 10 5 1.27
17RDRC025 10720 10630 389 16 -90 6 12 6 2.01
17RDRC026 10740 10630 388 16 -90 12 14 2 3.33
17RDRC027 10800 10630 386 20 -90
17RDRC028 10620 10610 387 20 -90
17RDRC029 10640 10610 387 20 -90 13 19 6 4.57
17RDRC030 10660 10610 388 20 -90 13 16 3 1.44
17RDRC031 10680 10610 388 16 -90 7 12 5 3.15
17RDRC032 10700 10610 388 16 -90 4 12 8 3.11
17RDRC033 10720 10610 388 16 -90 4 7 3 3.93
17RDRC034 10740 10610 388 16 -90 6 11 5 3.34
17RDRC035 10620 10590 386 16 -90 12 14 2 3.72
17RDRC036 10640 10590 387 16 -90 11 16 5 3.14
17RDRC037 10660 10590 387 16 -90 12 14 2 1.94
17RDRC038 10680 10590 388 16 -90 8 10 2 5.33
17RDRC039 10700 10590 387 16 -90 5 6 1 5.47
17RDRC040 10720 10590 387 16 -90 4 6 2 1.79
17RDRC041 10740 10590 386 16 -90 6 7 1 2.41

Page 26

==> picture [596 x 60] intentionally omitted <==

----- Start of picture text -----

Matsa Resources Limited
----- End of picture text -----

17RDRC042 10760 10590 386 16 -90 10 12 2 2.83
17RDRC043 10800 10590 385 20 -90 17 20 3 1.21
17RDRC044 10620 10570 386 16 -90 10 12 2 2.98
17RDRC045 10640 10570 386 16 -90 11 16 5 3.79
17RDRC046 10660 10570 386 16 -90 9 13 4 3.68
17RDRC047 10680 10570 386 16 -90 5 10 5 1.53
17RDRC048 10700 10570 386 16 -90 3 6 3 5.43
17RDRC049 10720 10570 386 16 -90 3 6 3 3.45
17RDRC050 10740 10570 385 16 -90 7 9 2 2.5
17RDRC051 10760 10570 385 16 -90 11 14 3 1.32
17RDRC052 10580 10550 385 20 -90
17RDRC053 10620 10550 386 16 -90 5 6 1 1.4
17RDRC054 10640 10550 386 16 -90 13 15 2 1.63
17RDRC055 10660 10550 386 16 -90 9 11 2 3.48
17RDRC056 10680 10550 386 16 -90 7 8 1 5.11
17RDRC057 10700 10550 385 16 -90 4 7 3 2.22
17RDRC058 10720 10550 385 16 -90 6 8 2 4.26
17RDRC059 10740 10550 385 16 -90 8 12 4 1.11
17RDRC060 10760 10550 385 16 -90 14 15 1 2.76
17RDRC061 10800 10550 385 20 -90 17 18 1 0.78
17RDRC062 10620 10530 386 20 -90 12 13 1 0.75
17RDRC063 10640 10530 386 20 -90 6 9 3 2.72
17RDRC064 10660 10530 385 20 -90 6 11 5 2.9
17RDRC065 10680 10530 385 16 -90 7 9 2 2.75
17RDRC066 10700 10530 385 16 -90 2 6 4 3.11
17RDRC067 10720 10530 385 16 -90 4 6 2 5.84
17RDRC068 10740 10530 385 20 -90 10 12 2 3.75
17RDRC069 10760 10530 385 20 -90 14 19 5 2.3
17RDRC070 10580 10510 384 20 -90 3 4 1 0.74
17RDRC071 10620 10510 385 20 -90 10 11 1 0.6
17RDRC072 10640 10510 385 20 -90 11 19 8 2.56
17RDRC073 10660 10510 385 20 -90 5 16 11 2.87
17RDRC074 10680 10510 385 20 -90 15 16 1 0.94
17RDRC075 10700 10510 385 12 -90 2 5 3 0.92
17RDRC076 10720 10510 385 12 -90 4 5 1 1.44
17RDRC077 10740 10510 385 12 -90 6 12 6 155.11
17RDRC078 10760 10510 384 12 -90
17RDRC079 10800 10510 385 20 -90
17RDRC080 10640 10490 384 20 -90 0 2 2 1.21
17RDRC081 10660 10490 384 20 -90 8 18 10 2.56
17RDRC082 10680 10490 384 20 -90 2 16 14 2.3
17RDRC083 10700 10490 384 20 -90 6 12 6 1.76
17RDRC084 10720 10490 384 12 -90 4 8 4 1.29
17RDRC085 10740 10490 384 12 -90 11 12 1 0.6
17RDRC086 10760 10490 384 15 -90 12 15 3 1.54
17RDRC087 10640 10470 384 36 -90 23 30 7 3.3

Page 27

==> picture [596 x 60] intentionally omitted <==

----- Start of picture text -----

Matsa Resources Limited
----- End of picture text -----

17RDRC088 10660 10470 384 36 -90 3 4 1 0.51
17RDRC089 10680 10470 384 36 -90 13 23 10 1.25
17RDRC090 10700 10470 384 36 -90 10 19 9 0.98
17RDRC091 10720 10470 384 36 -90 8 13 5 2.69
17RDRC092 10740 10470 384 36 -90 15 17 2 3.43
17RDRC093 10760 10470 384 36 -90 19 21 2 0.72
17RDRC094 10640 10450 384 36 -90 33 34 1 3.1
17RDRC095 10660 10450 384 36 -90 22 24 2 4.48
17RDRC096 10680 10450 384 36 -90 25 27 2 1.96
17RDRC097 10700 10450 384 36 -90 20 24 4 2.35
17RDRC098 10720 10450 384 36 -90 4 6 2 0.77
17RDRC099 10740 10450 384 36 -90 14 23 9 0.87
17RDRC100 10660 10430 384 36 -90 30 32 2 1.75
17RDRC101 10700 10430 384 36 -90
17RDRC102 10740 10430 384 36 -90 22 23 1 1.22
17RDRC103 10720 10331 383 60 -90 28 29 1 2.46
DDD001 10700 10515 385 200.5 -71.5 0 2 8 6 1.68
DDRC001 10696 10681 389 124 -60 180 9 10 1 0.54
DDRC004 10697 10632 389 100 -60 180 7 11 4 1.78
DDRC007 10696 10683 389 100 -60 90 17 18 1 0.55
DDRC008 10645 10684 387 100 -60 90 17 18 1 1.17
DDRC011 10697 10657 390 110 -90 7 8 1 2.13
DDRC012 10698 10606 388 120 -90 4 8 4 2.82
DDRC013 10647 10631 388 120 -90 13 16 3 0.72
DDRC015 10750 10631 388 100 -90 30 31 1 0.69
DDRC016 10699 10554 386 77 -90 6 8 2 1.56
DDRC21 10732 10489 384 24 -90 8 9 1 0.85
DDRC22 10721 10488 384 26 -90 4 6 2 15.78
DDRC23 10711 10488 384 26 -90 7 8 1 1.83
DDRC24 10701 10488 384 26 -90 2 3 1 1.17
DDRC25 10691 10489 385 26 -90 2 17 15 2.25
DDRC26 10691 10500 385 17 -90 2 12 10 1.36
DDRC27 10691 10509 385 17 -90 1 5 4 2.07
DDRC28 10701 10509 385 20 -90 1 7 6 0.99
DDRC29 10711 10509 385 14 -90 2 6 4 21.61
DDRC30 10730 10508 385 17 -90 6 7 1 1.09
DDRC31 10731 10498 384 14 -90 7 8 1 1.02
DDRC32 10730 10518 385 14 -90 3 8 5 13.73
DDRC33 10740 10527 385 18 -90 10 13 3 1.75
RDRC35 10692 10479 384 34 -90 4 20 16 1.41
RDRC36 10681 10481 384 37 -90 9 24 15 1.71
RDRC37 10681 10489 384 31 -90 4 5 1 0.81
RDRC38 10680 10498 385 20 -90 3 16 13 2.36
RDRC39 10680 10508 385 18 -90 11 12 1 1.56
RDRC40 10680 10519 385 16 -90 4 6 2 2.21
RDRC41 10679 10529 385 16 -90 6 10 4 2.67

Page 28

==> picture [596 x 60] intentionally omitted <==

----- Start of picture text -----

Matsa Resources Limited
----- End of picture text -----

RDRC42 10680 10539 386 16 -90 7 9 2 1.51
RDRC43 10679 10550 386 16 -90 7 9 2 2.12
RDRC44 10679 10559 386 16 -90 8 10 2 5.53
RDRC45 10678 10570 386 16 -90 4 5 1 0.99
RDRC46 10678 10580 387 16 -90 8 12 4 2.95
RDRC47 10676 10589 387 16 -90 9 12 3 2.44
RDRC48 10687 10589 388 13 -90 7 9 2 3.06
RDRC49 10688 10579 387 13 -90 8 9 1 6.97
RDRC50 10689 10569 386 13 -90 7 9 2 9.35
RDRC51 10689 10558 386 13 -90 7 9 2 3.94
RDRC52 10690 10549 386 13 -90 7 8 1 3.77
RDRC53 10690 10539 386 13 -90 7 9 2 4.17
RDRC54 10690 10529 385 13 -90 0 1 1 0.62
RDRC55 10691 10519 385 13 -90 3 8 5 1.79
RDRC56 10733 10517 385 13 -60 270
RDRC57 10728 10520 385 13 -60 90 7 8 1 1.77
SDDRC17 10724 10611 388 114 -60 270 6 8 2 2.82
SDDRC19 10723 10569 386 124 -60 270 6 8 2 3.55
WSDDRC19 10682 10479 384 22 -60 270 16 20 4 4.7
WSDDRC20 10681 10428 383 32 -60 270

Where a hole has more than one intercept, only the upper intercept is reported. Historical holes were used only if the collar could be reliably identified and collar co-ordinates recorded. All holes are RC drilled. Diamond Hole DDD001 is RC drilled for the upper 50m.

Page 29