NH3 Clean Energy Limited · ASX:NH3

NH3 Clean Energy — Lamboo Resources — Investor Presentation (November 2013)

26 slides from NH3 Clean Energy's investor presentation, Nov 19, 2013

  1. Slide 1: Australian based flake graphite resources company

    For personal use only Australian based resources company with substantial high quality flake graphite projects in Western Australia and South Korea.

  2. Slide 2: Disclaimer

    Disclaimer For personal use only Investment in Lamboo Resources Limited (“Lamboo”) is subject to investment risk, including possible loss of income and capital invested. Neither Lamboo, nor any other member company of the Lamboo Group, nor any officer or employee guarantees any particular rate of re

  3. Slide 3: Corporate Snapshot

    Corporate Snapshot For personal use only Capital Structure (ASX: LMB) Shares on Issue 96,319,553 Directors/Management Last Share Price 22c (18/11/13) Mr Rick Anthon – Non Executive Chairman • Partner – CBP Lawyers Market Capitalisation $21.19 million • Substantial ASX transactional experience, legal

  4. Slide 4: Graphite: Applications & the Market

    Graphite: Applications & the Market For personal use only 2011 Natural Graphite Mine Production (1.1Mt) Demand for flake graphite has been estimated to increase by up to 11% pa Canada Romania Others driven by smart and green technology. Although China is a North Korea dominant supplier of Brazil nat

  5. Slide 5: Graphite: Applications & the Market

    Graphite: Applications & the Market For personal use only Graphite Properties Highest natural strength of any material Lightest of all reinforcements Corrosion and heat resistant Excellent conductor of heat and electricity Excellent Lubricant Currents Uses Emerging Applications Graphite Carbon Conte

  6. Slide 6: Graphite: Reasons for Growth

    Graphite: Reasons for Growth For personal use only • Lithium ion battery market already soared 60% in 3 years to $16 billion. • Conservative end: Triple by 2020 (Citi) • Bullish end: 15-fold increase ($US250b) by 2020 (Japan’s Ministry of Economy, Trade and Industry) • Gadgets are bulk of battery ma

  7. Slide 7: McIntosh Graphite Project Highlights

    McIntosh Graphite Project Highlights For personal use only  Maiden JORC resource of 5.3M tonnes @ 4.91% TGC for 262Kt of contained graphite representing 10% of the Target 1 EM anomaly at the McIntosh Project.  September 2013 Drilling results at Target 1 confirms 2000m extension to mineralisation w

  8. Slide 8: McIntosh Flake Update

    McIntosh Flake Update For personal use only  McIntosh graphite project showing the 5 main targets.  Drilling and mapping have lead to a preliminary JORC resource at Target 1 with a 2000m extension, plus upside in other targets  The graphitic schist horizons are hosted by high grade metamorphics.

  9. Slide 9: McIntosh Flake Graphite: Separation Evidence

    McIntosh Flake Graphite: Separation Evidence For personal use only RC drilling at Targets 1, 2 & 3 reveal a schistose flake graphite that will respond to standard metallurgical extraction techniques. Ease of separation from host rock shown by flake graphite floating from water produced during drilli

  10. Slide 10: Target 1 JORC Resource plus 2000m extension

    Target 1 JORC Resource plus 2000m extension For personal use only Maiden indicated and inferred JORC Resource at Target 1: 5,323,000 tonnes grading 4.91 TGC% (5.06 TC%) over a strike length of 400 m and depth of 200 m RL for 262,000 tonnes of contained graphite. Project Ore Type Resource Tonnes Grap

  11. Slide 11: McIntosh Flake Graphite: Near Surface Graphite Mineralisation at Target 1

    McIntosh Flake Graphite: Near Surface Graphite Mineralisation at Target 1 For personal use only 500 µm 500 µm 500 µm 11

  12. Slide 12: Targets and 3 - Results due shortly

    Targets 2 and 3-Results due shortly For personal use only Photomicrographs of flake graphite gr gr 250 µm Sample 508425 gr mu 500 µm 500 µm 500 µm 500 µm gr Sample 508438 12

  13. Slide 13: McIntosh Flake Graphite Exploration

    McIntosh Flake Graphite Exploration For personal use only  McIntosh graphite project showing the 5 initial targets.  JORC Resource estimate of 5.3M t @ 4.91% TGC  Additional EM anomalies at Black Rock project indicate an additional 15 km of strong EM anomalies requiring exploration.  Total strik

  14. Slide 14: Metallurgy confirms high grade and purity

    Metallurgy confirms high grade and purity For personal use only  All large to coarse flake.  High Concentrate grades up to 96.1% with XRD analysis confirming up to 99% crystalline graphite  High purity free of deleterious elements  Purity to the standard of Li batteries independently verified. 1

  15. Slide 15: McIntosh Infrastructure

    McIntosh Infrastructure For personal use only  Port Wyndham is the only deep water port between Broome and Darwin and lies 280km from the McIntosh deposit via the Great Northern Highway and has available capacity.  The Ord Dam Project has a power supply used for surrounding mining activity.  Wate

  16. Slide 16: South Korea Graphite Highlights

    South Korea Graphite Highlights For personal use only  Existing inferred resource at Geumam Project with high grade surface channel samples up to 20m grading 18.9% TG. Aggregate exploration target* – 17-28Mt grading 5 to 10%  Drilling underway to increase existing resource  Taehwa and Samcheok pr

  17. Slide 17: Lamboo South Korea: Geumam Project Resource

    Lamboo South Korea: Geumam Project Resource For personal use only  JORC Resource at Geumam  Inferred JORC-code compliant resource of 200,000 tonnes @ 10% Cg.  Geology  Moderately dipping graphite schist beds.  Current aggregate assessed target is 5km strike at 50m to 200m width with 5 Target Ar

  18. Slide 18: Lamboo South Korea: Geumam Project Areas

    Lamboo South Korea: Geumam Project Areas For personal use only  High grade %TGC in Channel Samples at Geumam GRADE Comments PROSPECT INTERVAL (Metres) (%Cg) 20m 18.90 20m 15.20 10m 8.50 10m 8.33 Area C 10m 8.46 10m 11.0 10m 9.15 5m 14.5 5m 8.42 10m 13.0 Previous channel 10m 11.1 sampling used as a

  19. Slide 19: Lamboo South Korea: Geumam Project Target Resources

    Lamboo South Korea: Geumam Project Target Resources For personal use only  Exploration Targets at Geumam  Aggregate exploration target(*) of 17 to 28 Mt at a grade of 5 to 10% Cg or TGC for a 1.5 to 2Mt contained graphite close to potential markets. Prospect Length Width Depth Est Tonnes (t) Grade

  20. Slide 20: Lamboo South Korea: Taehwa Project

    Lamboo South Korea: Taehwa Project For personal use only JORC Resource at Taehwa  Inferred JORC-code compliant resource of 170,000 tonnes @ 6.8% Cg. Geology  Flat lying graphite schist deposit. Current assessed target is 600m x 500m area x 7m thick. Taehwa lies of a regional graphite trend that ha

  21. Slide 21: Lamboo South Korea: Samcheok Project

    Lamboo South Korea: Samcheok Project For personal use only JORC Resource at Samcheok (former open-cut graphite mine)  Inferred JORC-code compliant resource of 200,000 tonnes @ 4.8% Cg. Geology  Steep dipping graphite deposit. Current assessed target is at least 300m strike x 80m width. Samcheok li

  22. Slide 22: Lamboo joins KCTECH

    Lamboo joins “KCTECH” For personal use only Lamboo joins the prestigious Korean Institute of Carbon Convergence Council-”KCTECH” • Council includes substantial Korean multinational enterprises with focus on the high end user markets needing high quality pure flake graphite • Council seat gives Lambo

  23. Slide 23: Comparable Graphite Company Data

    Comparable Graphite Company Data For personal use only LMB SYR NGC Name Lamboo Resources Limited Syrah Resources Limited Northern Graphite Inc Market Cap A$6m1 A$400m1 C$51.5m1 Main Deposits Geumam (Taehwa & Samcheok) McIntosh Balama Bissett Creek Graphitic Carbon 2.72% - 18.9% TGC 5% - 10.8% TGC 4.

  24. Slide 24: Graphite: Growth & Strategy

    Graphite: Growth & Strategy For personal use only Graphite now scores 8.1 (ex 10) on  Explosive demand from Royal Geological Society ‘Risk List’ lithium-ion battery market.  Steadily increasing demand from principal uses.  Little new supply in near- term.  GRAPHITE IS A HIGHLY STRATEGIC MINERAL.

  25. Slide 25: Summary

    Summary For personal use only  Maiden JORC Resource for Target 1 flake graphite WA project at McIntosh. Further drilling confirms strike extension potential for significant resource upgrade.  South Korean graphite projects ex graphite producing mines with significant resource growth upside. These

  26. Slide 26: Contact

    Contact For personal use only Managing Director and CEO Richard Trevillion 0412 307 807 [email protected] Technical Director Dr Craig Rugless (08) 9301 1047 [email protected] Investor Relations Ken Banks 0402079999 [email protected] 26

Lamboo Resources — Investor Presentation (November 2013) on 6ix