Arcadia Minerals Limited · ASX:AM7
Arcadia Minerals — Investor Presentation (June 2023)
32 slides from Arcadia Minerals's investor presentation, June 2023
Slide 1: Investor Presentation
Investor Presentation June 2023 arcadiaminerals.global ASX: AM7
Slide 2: Disclaimer
Disclaimer The Company has prepared the Presentation based on information available to it at the time of preparation. No representation or warranty, express or implied, is made as to the fairness, accuracy or completeness of the information, opinions and conclusions contained in the Presentation. To
Slide 3: A Diversified Battery-Metals Explorer
A Diversified Battery-Metals Explorer NAMIBIA AFRICA Prospect Exploration “Step-up” Value- Generators -to-Mine Accretive Karibib Focusing on Philosophy Approach to Copper-Gold Project “New-Era” Metals Reduce Exploration Risk Bitterwasser Lithium Brines Project Bitterwasser Lithium Clay Project Swans
Slide 4: Value Creation through targeted Exploration
Value Creation through targeted Exploration Clear Strategy: Battery Metals Explorer Production Bitterwasser Li Project: Significant Geophysical Anomaly, Growing MR = Construction Globally Significant Lithium Province? Swanson Ta Mining Project Ta Project: Feasibility Underway & Financing Potential T
Slide 5: Corporate Information
Corporate Information Corporate structure (ASX: AM7) AM7 Share Price & Volume as at 9 May 2023 Bitterwasser 85,500,100 99,050,100 Brine Anomaly Shares in issue Fully diluted Swanson LOI ~$14.96m $0.75m 500% increase of Mineral Swanson Market Cap (Undiluted) Cash (@ 31 March ’23) Resource at DFS prog
Slide 6: Executive Directors & Management
Executive Directors & Management Jurie Wessels Philip Le Roux Daniël Ellis Lisias Pius Dr. Ismael Kangueehi Executive Chairman Chief Executive Officer CFO Country Manager Geologist Based in South Africa Based in Namibia Based in South Africa Based in Namibia Based in Namibia Jurie has 26 years’ expe
Slide 7: Non-Executive Board
Non-Executive Board Michael Davy Andrew Law Johan le Roux Independent Independent Non-Independent Based in Australia Based in Australia Based in South Africa Michael is an Australian Executive and Accountant Andrew is a Mining Engineer with over 35 years’ Johan is a business development executive wi
Slide 8: Bitterwasser Lithium Basin (a New Lithium Province?)
Bitterwasser Lithium Basin (a New Lithium Province?) FIRST ORDER REQUIREMENTS FOR LITHIUM BRINE DEPOSITS Old, Deep, Closed-Basin and Aquifers Lithium Clay Deposits Lithium Sourced from Basement Rocks and Geothermal Activity Figure: Schematic artist impression of an inferred model of the Bitterwasser
Slide 9: Bitterwasser Lithium in Brines
Bitterwasser Lithium in Brines Geophysical Survey and Flight Lines 9 Source: Replacement Prospectus, April 2021, Annexure A - Independent Geological Report to the Bitterwasser Project, Asx Announcement dated 27 July 2021 “Experts Appointed to Determine Lithium Concentrations at Bitterwasser” and Asx
Slide 10: Bitterwasser Brines Geophysical Results
Bitterwasser Brines Geophysical Results Magnetic Survey TDM Survey Madube Pan Anomaly Eden Pan Anomaly +2.5 Conductivity 0.25-2.5 0.15-0.25 0.1-0.15 0.05-0.1 0-0.05 10 Source: 11 October 2022 “Helicopter Survey Commences at Lithium Project” and 9 November 2022 “42km x 9km Geophysical Anomaly Points
Slide 11: Bitterwasser Brines Discovery
Bitterwasser Brines Discovery = Stratigraphic Drilling - Confirmed Basin Rocks and Lithology - Confirmed mineralized brines in coarse matrix - Confirmed shallow clays below Eden Pan Next Steps: Specialist Drilling to determine average grade of Brines and Eden Pan possibly indications of a Mineral An
Slide 12: Bitterwasser Lithium in Brines
Bitterwasser Lithium in Brines 12
Slide 13: Bitterwasser Lithium Clays Exploration
Bitterwasser Lithium Clays Exploration 13
Slide 14: Bitterwasser Lithium Clays Exploration & Resource
Bitterwasser Lithium Clays Exploration & Resource GROWING Li-Clay Madube / Eden Pans Stratigraphy compared MINERAL RESOURCE Five Pan districts in Southern Africa Investigated Pan 2 and Pan 5: Mineral Resource Declared Pan 1: Stryfontein Pan is Mineralised at surface Further Drilling to Occur at othe
Slide 15: Bitterwasser Lithium Clays Processing
Bitterwasser Lithium Clays Processing Ore PSD METALLURGY & PROCESSING Cyclone +10μ Li CaCO3 CaMg(CO3)2 Li Cyclones concentrate Li Li Li Li Li Li grade 28% Li Li Conducive Clays for Extraction (Montmorillonite) Li Li Li Li Leach Li Li Li Li Li Li Li Li Li Li Li Contaminants Li Li Li -10μ Plant Li Li
Slide 16: Bitterwasser Lithium Clays Comparison
Bitterwasser Lithium Clays Comparison ARCADIA NORAM LITHIUM CENTURY LITHIUM BRADDA HEAD ARIZONA LITHIUM (ASX: AM7) (NRM.CVE)^ (CYP.CVE)^ (BHL.LON)^^ (ASX: AZL) Resource in tonnes 85.2 Mt 363Mt 1,304Mt 42,6Mt 32,5Mt Resource Classification Inferred Meas. and Ind. Indicated Inferred Indicated and Infe
Slide 17: Swanson Tantalum Project
Swanson Tantalum Project HIGHLIGHTS +200 pegmatites mapped on 3 EPL's owned by Arcadia Mining License, ECC, Land Use, Water Supply and Electricity Secured Hebei Transaction: Fund MGS Plant to min. specs signed off by independent engineers and spend a min. of US$7M in return for 38% in Swanson Swanso
Slide 18: Swanson Feasibility Results
Swanson Feasibility Results Au$ 3.2M Au$ 7.6M Au$ 24M Attributable* Free Attributable* Attributable* LOM Cash Flows p.a. NPV8% EBITDA Au$ 6.4M Au$ 15.4M Au$ 48.4 M Project Free Project LOM EBITDA Cash Flows p.a. NPV8% 8 Years 3.2 Years 25.4 % Life of Mine Payback IRR (Post Tax) Au$ 14,8M Capex 18 So
Slide 19: Swanson Long Section
Swanson Long Section 2020 Drill Campaign 2021/22 Drill Campaign 19 Source: Replacement Prospectus, April 2021, Annexure A - Independent Geological Report; Asx Announcement 16 December 2021 “Drill Results Continue to Impress at Swanson”; Asx Announcement 23 September 2021 “Mineralogical Results Recei
Slide 20: Global Ta2O5 Deposits: Mineral Resources & In-Situ Grades
Global Ta205 Deposits: Mineral Resources & In-Situ Grades 500 Swanson 450 400 350 Bald Hill Wodinga Grade - Ta2O5 ppm Volta Grande 300 Muiane Morrua 250 Kazera Mount Deans Greenbushes Marropino 200 Mount Cattlin Kenticha Rose 150 100 50 0 0,01 0,10 1,00 10,00 Ports 100,00 1000,00 Ports Resource - Mi
Slide 21: Timeline to Possible Production at Swanson
Timeline to Possible Production at Swanson Planned Milestones and Expected Material Events TIMELINE Q3 2022 Q4 2022 Q1 2023 Q2 2023 Q3 2023 Q4 2023 Q1 2024 Mining License & Environmental Utilities Supply Agreements Resource and Reserve Update Definitive Feasibility Study Off-Take Agreements Construc
Slide 22: Kum-Kum Ni-Pd Project
Kum-Kum Ni-Pd Project Two under-explored layered mafic complexes has been identified by the mineral systems investigation Best historical (1972-’76) intersections 16m @ 0.65% Ni & 0.16% Cu 6m @ 0.61% Ni & 0.3% Cu Historical results untested for PGE’s Sample analysis confirms PGE presence. Likely a P
Slide 23: Karibib Copper Gold Project
Karibib Copper Gold Project Known Deposits in the Karibib Gold Field Navachab Mine – 8 Moz Au Twin Hills Project- +2 Moz Au Prospectivity - 25km x 2km metasedimentary structure defined Similar geology to Navachab and Twin Hills Historical small-scale mines at extremities of 25km Geophysical Feature
Slide 24: Additional Material
Additional Material 24
Slide 25: Corporate Structure
Corporate Structure Arcadia Minerals Limited 100% 80% 50% 80% Arcadia NewCo ORP NewCo Brines Mining Exploration Namibia Karibib Pegmatite Exploration (Proprietary) Limited (Proprietary) Limited (Proprietary) Limited (Proprietary) Limited *49.6% 25% up to 100% 85% Orange River Pegmatite Bitterwasser
Slide 26: Ta2O5 Peer Comparison Table
Ta2O5 Peer Comparison Table Company Deposit Primary Resource Development Resource Ta2O5 Information Source Element Category Stage Mt ppm Arcadia Minerals Indicated & Swanson Tantalum Exploration 2.584 486 https://www.arcadiaminerals.global/wp-content/uploads/2022/02/61077892.pdf Limited Inferred All
Slide 27: JORC Mineral Resource Statements
JORC Mineral Resource Statements Swanson Tantalum Project Bitterwasser Lithium Clay Project Cllassification Pegmatite Mass Ta2O5 Nb2O5 Li2O % Ta2O5 Stratigraphic Average Value Material Content (kt) ppm ppm tonnes Tonnes Unit Li (ppm) K% Li (t) LCE (t) Indicated Total D 568 365 87 0.270 207 Total EF
Slide 28: PHOTO GALLERY – Swanson Tantalite and Nickel Project
PHOTO GALLERY – Swanson Tantalite and Nickel Project 28
Slide 29: PHOTO GALLERY – Bitterwasser Lithium Clay Project
PHOTO GALLERY – Bitterwasser Lithium Clay Project 29
Slide 30: PHOTO GALLERY – Bitterwasser Lithium Brines Project
PHOTO GALLERY – Bitterwasser Lithium Brines Project 30
Slide 31: PHOTO GALLERY – Karibib Copper & Gold Project
PHOTO GALLERY – Karibib Copper & Gold Project 31
Slide 32: Contact details
Namibia Office: Unit 5, Bohemian Building, Friedrich-Giese St, Klein-Windhoek, Windhoek, Namibia Australia Office: Suite 7, 63 Shepperton Road Victoria Park, Western-Australia, Australia Telephone: +61 8 6158 9990 Email: [email protected] Exec. Chairman: Jurie Wessels Chief Executive: Phil