Iron Bear Resources Ltd · ASX:IBR
Iron Bear Resources — Cape Lambert Iron Ore — Non-Deal Roadshow (July 2009)
17 slides from Iron Bear Resources's roadshow presentation, Jul 20, 2009
Slide 1: Market Update Presentation (ASX announcement cover letter)
20 July 2009 The Company Announcements Office ASX Limited Via E Lodgement Market Update Presentation The Company has organised a broker roadshow where Executive Chairman, Mr Tony Sage, will make a presentation to attendees. We attach herewith a copy of the presentation. Yours faithfully Cape Lambert
Slide 2: Market Update July 2009
Cape Lambert A@& ron Ore Lid ey Market Update July 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 reserves of A$75 million (as at 30 June 2009), no debt and fully funded, ` Cash receivab
Slide 5: Business Model & Strategy
Business Model & Strategy ` Leverage off strong balance sheet - substantial 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
Slide 6: Corporate
Corporate Capital Structure Share Price Performance Ordinary shares (ASX: CFE) 524m Market Cap at $0.35 $183m Cash & receivables $191m Debt $0 Enterprise value $0 Options 30 June 2010 - $0.432 8.4m 31 Oct 2010 - $0.377 28m Shareholding Directors & management 5.7% Top 20 73% 5 Cape Lambert Iron Ore L
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 20-Jul-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: 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, ` Inventory of tailings - potential starter operation and early cash flow – air core drilling complete with JORC resource estimate
Slide 11: DMC Mining Limited
DMC Mining Limited ` 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. ` Target size ± 0.7-1.0 b
Slide 12: 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 13: Corvette Resources - Gold
Corvette Resources - Gold ` 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, ` Numerous, encouraging
Slide 14: Australis – Phosphate
Australis –Phosphate ` Wholly owned subsidiary, ` Exploration licences and applications covering ≈ 38,000km2, ` A large part of the holdings & applications cover the Georgina Basin – prospective for; ` Rock phosphate deposits, ` Uranium, and ` Sedimentary base metal deposits. ` Reconnaissance explor
Slide 15: Other Key Assets
Other Key Assets Asset Interest Commodity Stage Location Platmin 5.3% 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 16: Value Proposition
Value Proposition Asset A$ Value Cash $75M Cash Receivables $116M Equities (mark-to-market) $50M Lady Annie (100%) $150M? Marampa (35%) $120M? Sappes (100%) $50M? Australis (100%) ? Lady Loretta (25%) ? Cape Lambert South (100%) ? Total ++$500M Notes: 1.Cash receivable relates to the final payment t
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
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