Iron Bear Resources Ltd · ASX:IBR
Iron Bear Resources — Cape Lambert Resources — Non-Deal Roadshow (June 2010)
17 slides from Iron Bear Resources's roadshow presentation, Jun 24, 2010
Slide 1: ASX Announcement: Company Presentation
ASX Announcement 24 June 2010 Cape Lambert is an Australian domiciled, mineral investment company. Its current investment portfolio is geographically diverse Company Presentation and consists of mineral assets and interests in mining and exploration companies. Cape Lambert Resources Limited is pleas
Slide 2: Market Update June 2010
Cape Lambert Lar Resources Ltd ey Market Update June 2010
Slide 3: Disclaimer
Disclaimer This presentation has been prepared by Cape Lambert Resources 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 mineral investment company, listed on ASX, ` Geographically diverse portfolio of mineral assets, and interests in mining and exploration companies, ` Cash assets of A$147 million at 17 June 2010, no bank debt and fully funded, ` Cash receivable of A$80 million due in second
Slide 5: Business Model & Strategy
Business Model & Strategy ` Leverage off strong balance sheet (cash reserves) and relationships, ` 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 “ha
Slide 6: Corporate
Corporate Capital Structure Share Price Performance Ordinary shares (ASX: CFE) 625M Market Cap at $0.44 $275M Cash & receivables $239M Dividend outgoing $(44M) Enterprise value $80M Options 30 June 2010 - $0.432 8.4M Shareholding Substantial Shareholders Holding (%) Directors & management 5.7% Afric
Slide 7: Directors & Management
Directors & Management Directors Key Management Tony Sage Executive Chairman Joe Ariti General Manager Over 25 years experience in corporate Metallurgist with over 25 years advisory, funds management and capital experience in the mining industry raisings. working in Australia, Indonesia, PNG & Afric
Slide 8: Group Structure
Group Structure 7 Cape Lambert Resources Limited June 21, 2010
Slide 9: Central West African Iron Ore Exposure
Central West African Iron Ore Exposure 8 Cape Lambert Resources Limited June 21, 2010
Slide 10: Marampa Iron Ore Project
Marampa Iron Ore Project (100% ownership) ` Specular hematite, operated from 1933 to 1977, ` Proximal to existing mineral railway that connects to Pepel Port - refurbishment in progress by African Minerals, ` Cape Lambert has access and ownership rights to mineral railway & Pepel Port, ` Hard rock d
Slide 11: Pinnacle Group Assets
Pinnacle Group Assets (26.2% ownership and Manager) ` Iron ore prospects in Sierra Leone & Guinea and coal in Sierra Leone, ` Kukuna, Sierra Leone, ` 68km2 granted licence, with >10km of prospective formation with outcropping enriched specular hematite, ` SRK now completed prospect scale mapping gen
Slide 12: DMC Mining Limited
DMC Mining Limited (Hold 35.4% - ASX: DMM) ` 80% interest in Mayoko Iron Ore Project, ` Within 3km of railway that connects to Atlantic coastal seaport at Point Noire, ` Exploration target size ± 0.9 - 1.3 billion tonnes of itabirite iron ore, ` Drilling started December 2009 – total advance of 2,45
Slide 13: Sappes Gold Project
Sappes Gold Project ` 100% Ownership, ` 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 year
Slide 14: Corvette Resources – Gold
Corvette Resources – Gold (Hold 32.3% - ASX: CVX) ` Plumridge Gold Project comprising strategic tenement holding of 2,300km2 in emerging Albany-Fraser gold province, ` Province hosts the 5 million oz Tropicana- Havana deposit (70km north along strike), ` Extensive anomalous gold in soil/calcrete at
Slide 15: Other Key Assets
Other Key Assets Asset Interest Commodity Stage Location Lady Loretta 25% Pb-Zn-Ag Preproduction Qld, Australia Fe Limited 17% Iron Ore Exploration Midwest, WA Cauldron 18.6% Uranium Exploration Australia/Argentina International 2.6% Oil & Gas Exploration Kazakhstan Petroleum Leichhardt 100% Copper
Slide 16: Value Proposition
Value Proposition Asset A$ Value Cash $147M Cash Receivables / Con notes $92M Equities (mark-to-market) $62M Marampa (100%) $500M? Sappes (100%) $50M? Australis (100%) ? Pinnacle (26.2%) ? Lady Loretta (25%) ? Cape Lambert South (100%) ? Total ++$640M Notes: 1.Cash receivables relates to the final p
Slide 17: 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 Resources — Non-Deal Roadshow (June 2010) on 6ix