Iron Bear Resources Ltd · ASX:IBR
Iron Bear Resources — Cape Lambert Iron Ore — Non-Deal Roadshow (September 2009)
19 slides from Iron Bear Resources's roadshow presentation, Sep 15, 2009
Slide 1: ASX Announcement: Market Update Presentation
ASX Announcement 15 September 2009 Cape Lambert is an Australian domiciled, mineral investment company. Its current investment portfolio is geographically diverse Market Update Presentation and consists of mineral assets and interests in mining and exploration companies. The Company continues to foc
Slide 2: Market Update September 2009
Market Update September 2009
Slide 3: Disclaimer
Disclaimer This presentation has been prepared by Cape Lambert Iron Ore Limited (“Cape Lambert” or the “Company”). It is not a disclosure document and should not be considered as an offer or invitation to subscribe for, or purchase any, securities in the Company or as an inducement to make an offer
Slide 4: At a Glance
At a Glance ` Australian domiciled, mineral investment company, ` Standard & Poors ASX 300 company, ` Geographically diverse portfolio of mineral assets, and interests in mining and exploration companies, ` Cash assets of A$65.4 million (including environmental performance bonds primarily related to
Slide 5: Business Model & Strategy
Business Model & Strategy ` Leverage off strong balance sheet - cash reserves, ` Invest in early stage resource projects and companies that are considered undervalued or distressed, ` Assets and investments are primarily iron ore, copper, gold and uranium, ` Add value through a “hands on” approach,
Slide 6: Corporate
Corporate Capital Structure Share Price Performance Ordinary shares (ASX: CFE) 546M Market Cap at $0.42 $229M Cash & receivables $185M Amount owing $23M Enterprise value $67M Options 30 June 2010 - $0.432 8.4M 31 Oct 2010 - $0.377 28M Shareholding Substantial Shareholders Holding (%) Directors & man
Slide 7: Directors & Management
Directors & Management Directors Key Management Tony Sage Executive Chairman Joe Ariti General Manager Metallurgist with over 25 years Over 25 years experience in experience in the mining industry corporate advisory, funds working in Australia, Indonesia, PNG & management and capital Africa. raising
Slide 8: Group Structure
Group Structure 7 Cape Lambert Iron Ore Limited 15-Sep-09
Slide 9: Lady Annie Copper Project
Lady Annie Copper Project ` Oxide copper heap leach EW/SX project with, ` Established infrastructure to support 25kt pa copper cathode production, ` Total oxide Cu Mineral Resource inventory of 25.2 million tonnes at 0.9% Cu containing 224,800 tonnes of copper metal, ` Total sulphide Cu Mineral Reso
Slide 10: Lady Annie - IPO
Lady Annie - IPO ` Copper fundamentals are good; ` 132% price increase since Dec08, ` Chinese have poor copper endowment. ` Lady Annie is well positioned; ` Minimal timeline and risk to recommence production - all infrastructure, & key technical management in place, ` No copper/currency hedging, ` H
Slide 11: Marampa Iron Ore Project
Marampa Iron Ore Project ` 35% interest and Manager, ` Specular hematite, operated from 1933 to 1977, ` Proximal to existing mineral railway that connects to Pepel port, ` Hard rock drill targets defined & diamond drill testing commenced at Gafal West prospect – 5 holes completed for 2,000m, ` Bench
Slide 12: Marampa – Gafal West
Marampa – Gafal West 11 Cape Lambert Iron Ore Limited 15-Sep-09
Slide 13: DMC Mining Limited
DMC Mining Limited (Hold 36.3% - ASX: DMM) ` 80% interest in Mayoko Iron Ore Project, ` Within 3km of railway that connects to port at Point Noire, ` Airborne magnetic survey recently completed, ` Main anomaly 7km by 200m, ` 3 new targets identified, ` Drilling scheduled to commence early October. `
Slide 14: Sappes Gold Project
Sappes Gold Project ` Project based on developing; ` high-grade, underground Viper resource (total Mineral Resource – 1Mt at 21.4 g/t Au), ` small, open pit on St Demetrios mineralisation (total Mineral Resource – 0.8 Mt at 3.4 g/t Au). ` planned production of 100koz pa over 5 years (in dore and flo
Slide 15: Corvette Resources – Gold
Corvette Resources – Gold (Hold 46.5% - ASX: COV) ` Strategic tenement holding of 2,300km2 in emerging Albany-Fraser gold province, ` Geological setting analogous to 5 million oz Tropicana deposit (70km north along strike), ` Extensive anomalous gold in soil/calcrete over 12km at Corvette prospect,
Slide 16: Australis – Phosphate
Australis –Phosphate ` Wholly owned subsidiary, ` Exploration licences and applications covering ≈ 38,000km2, ` Additional 5,000km2 of landholding being acquired through A$1.75 million scrip transaction, ` A large part of the holdings & applications cover the Georgina Basin – prospective for; ` Rock
Slide 17: Other Key Assets
Other Key Assets Asset Interest Commodity Stage Location Platmin 4.4% PGM Preproduction South Africa Lady Loretta 25% Pb-Zn-Ag Preproduction Qld, Australia Tianshan 19.9% Gold Feasibility China Cauldron 18.7% Uranium Exploration Australia/Argentina IGC 12.3% PGM Preproduction South Africa Universal
Slide 18: Value Proposition
Value Proposition Asset A$ Value Cash $65M Cash Receivables $120M Cash Outgoing ($23M) Equities (mark-to-market) $72M Lady Annie (100%) $150M? Marampa (35%) $120M? Sappes (100%) $50M? Australis (100%) ? Lady Loretta (25%) ? Cape Lambert South (100%) ? Total ++$500M Notes: 1.Cash receivables relates
Slide 19: Attributes: Competent Persons Statement
Attributes Competent Persons Statement The Metallurgical information in this presentation is based on information compiled by GV Ariti who is a Member of The Australasian Institute of Mining and Metallurgy. Mr. Ariti has sufficient experience which is relevant to the style of mineralisation and type
Cape Lambert Iron Ore — Non-Deal Roadshow (September 2009) on 6ix