Aguia Resources Limited · ASX:AGR
Aguia Resources — Shareholder Meeting (November 2020)
33 slides from Aguia Resources's shareholder meeting presentation, Nov 20, 2020
Slide 1: Managing Director's AGM Presentation
20 November 2020 ASX Market Announcements Level 6, Exchange Centre For personal use only 20 Bridge Street Sydney NSW 2000 MANAGING DIRECTOR’S AGM PRESENTATION Sydney, Australia, - Aguia Resources Limited ABN 94 128 256 888 (ASX:AGR) (‘Aguia’ or the ‘Company’) advises that the attached presentation w
Slide 2: Caution regarding forward-looking information
Caution regarding forward-looking information: This press release contains "forward looking information" within the meaning of applicable Australian securities legislation. Forward looking information includes, without limitation, statements regarding the next steps for the project, timetable for de
Slide 3: Investor Presentation 2020 Annual General Meeting
For personal use only INVESTOR PRESENTATION 2020 ANNUAL GENERAL MEETING
Slide 4: Developing Brazil's first phosphate project with added upside from copper leases
For personal use only DEVELOPING BRAZIL’S FIRST PHOSPHATE PROJECT WITH ADDED UPSIDE FROM EXTENSIVE COPPER LEASES Investor Presentation: 2020 AGM 2
Slide 5: Disclaimer
For personal use only DISCLAIMER • This document has been prepared as a summary only and does not contain all information about Aguia Resources Limited (the “Company”) assets and liabilities, financial position and performance, profits and losses, prospects and the rights and liabilities attaching t
Slide 6: Positioned for early cash flow
For personal use only POSITIONED FOR EARLY CASH FLOW Shovel-ready, low cost phosphate project in Brazil’s agriculture epicentre with further value to be unlocked from ~1,260km2 of copper leases – considerably undervalued today. Released direct application natural fertiliser Três Estradas Phosphate P
Slide 7: Três Estradas Phosphate Project (TEPP)
GUIA _| TRESESTRADAS PHOSPHATE PROJECT (TEPP)
Slide 8: Três Estradas Phosphate Project (TEPP)
For personal use only TRÊS ESTRADAS PHOSPHATE PROJECT (TEPP) Rio Grande do Sul (RS) - one of the largest agricultural Location producers in Brazil Environmental Preliminary License (LP) granted.1 Installation License Licence (LI) work underway Three mineral rights in exploration permit stage. Total
Slide 9: Right commodity and large domestic market
For personal use only RIGHT COMMODITY AND LARGE DOMESTIC MARKET • Brazil is pro agriculture and mining • Demand > 2x since 2000 • The world’s largest agribusiness exporter, set to • Due to increased: double by 2024 – Harvested land area – Fertiliser application rates • Rio Grande do Sul (RS) current
Slide 10: TEPP – Compelling project economics
For personal use only TEPP – COMPELLING PROJECT ECONOMICS Run of Mine (ROM) 5.1 million tonnes Strip Ratio 0.49 (tonnes waste to tonnes phosphate) Production rate 300,000 tonnes PA after 3 years of ramp up Life of Mine (LOM) 18 years CAPEX A$9.72million (A$10.57million with contingency) OPEX A$11.87
Slide 11: TEPP Project – Overview
For personal use only TEPP PROJECT – OVERVIEW • Focus on the mining of the high-grade oxidized ore to produce a Natural Phosphate Fertiliser (NPF) • Open pit operation with very low strip ratio of 0.49:1 for an 18- year LOM • Simple processing, including only crushing and milling • Low operation cos
Slide 12: Potential phosphate market in RS state
For personal use only POTENTIAL PHOSPHATE MARKET IN RS STATE Planted area in RS State in a 300km radius of Três Estradas Kilos of P2O5 Total Tonnes of Crop Area (ha) nutrient/ha P2O5 nutrient Soybean 3,041,393 58 176,401 Rice 870,077 37 32,193 Wheat 331,138 49 16,226 Maize 327,633 20 6,553 Tobacco 2
Slide 13: Sustainability
For personal use only SUSTAINABILITY SOCIAL ENVIRONMENTAL ECONOMIC • Local product - produced near the • A natural source of P, Ca and Mg; • Alternative to replace chemical and consumption area; imported fertilisers; • No use of water resources in beneficiation; • Competitive price with conventional
Slide 14: Timeline and key milestones
For personal use only TIMELINE AND KEY MILESTONES Investor Presentation: 2020 AGM 12
Slide 15: Rio Grande copper assets
D Bes @ a. _A © Lo GUIA RIO GRANDE COPPER ASSETS i! + mee LULL LULL pil Ty
Slide 16: Rio Grande copper provides optionality
For personal use only RIO GRANDE COPPER PROVIDES OPTIONALITY 270km from Porto Alegre, the capital of Rio Grande do Location Sul 861km2 of tenements permitted + 400km2 under Project Area application Geological Inside the Sul Riograndense Shield (ESRGS), a prolific Environment district that has had ve
Slide 17: District scale position
For personal use only DISTRICT SCALE POSITION Andrade Carlota Primavera Passo Feio Tenements permitted = 861km2 Under application = 400km2 Canhada Seival Note: See ASX releases 27th February 2018, 19th April 2018, 1st August 2018, 12th September 2018, 27th February 2019, 18th March 2019 and 18th Sep
Slide 18: Andrade Copper Sulphate Project
AGUIA | ANDRADE COPPER SULPHATE PROJECT
Slide 19: Andrade copper deposit
For personal use only ANDRADE COPPER DEPOSIT • Inferred Mineral Resource of 10.8 million tonnes with average grade of 0.56% Cu and 2.56 g/t Ag1 • Expansion potential and upgrade with additional drilling 30m @0.77% Cu, 12.12 g/t Ag (Including 14m @ 1.17% Cu, 15.99 g/t Ag) 1 - ASX release 18th March 2
Slide 20: Copper sulphate – crystallisation process
For personal use only COPPER SULPHATE – CRYSTALLISATION PROCESS Mining and transport Crushing Screening Heap Leaching Solvent Extraction Crystallisation • Low CAPEX Copper Sulphate Plant with fast track to production • Simplified environmental licensing • Risk reduction • Attractive product with a h
Slide 21: Timeline and key milestones
For personal use only TIMELINE AND KEY MILESTONES Investor Presentation: 2020 AGM 19
Slide 22: Multiple near-term value catalysts
For personal use only MULTIPLE NEAR-TERM VALUE CATALYSTS Investor Presentation: 2020 AGM 20
Slide 23: Multiple near-term value catalysts
For personal use only MULTIPLE NEAR-TERM VALUE CATALYSTS TEPP development ramp up Financing advancing exceptionally well and project economics improving Government support growing Copper projects now being actively advanced - considerable third party interest Investor Presentation: 2020 AGM 21
Slide 24: Appendix
For personal use only APPENDIX
Slide 25: Board and management team
For personal use only BOARD AND MANAGEMENT TEAM Name Role Experience Ph D. 30-years geologist in South America. Vale, Falconbridge, BHP. Fernando Tallarico Managing Director Assembled portfolio in Brazil. Commercial lawyer, Company Secretary, Executive Manager with 30 Christina McGrath Non Executive
Slide 26: Phosphate regional targets
For personal use only Mato Grande PHOSPHATE REGIONAL TARGETS Santa Clara Joca Taveres Note: See ASX release 9th December 2015, ASX release 8th June 2016, ASX release 16th January 2018 Investor Presentation: 2020 AGM 24
Slide 27: Três Estradas Phosphate Project – Resource statements
For personal use only TRÊS ESTRADAS PHOSPHATE PROJECT – RESOURCE STATEMENTS Audited Mineral Resource Estimate Table* - Três Estradas Phosphate Project Effective Date 8th September 2017 - Block Model: 12 m x 6 m x 10 m Resource Tonnage P2O5 P2O5 as CaO as Domain CaO (%) Classification (t x 1000) (%)
Slide 28: Joca Tavares Phosphate Project
For personal use only JOCA TAVARES PHOSPHATE PROJECT • JORC Resource of 2.75mt (oxide plus hard rock)1 • Located 35km from the TEPP • Containing 430,000t of soft ore to be trucked to TEPP for blending and life extension • Hard ore of 2.32mt may be mined in more favourable phosphate environment Joca
Slide 29: Mato Grande Phosphate Project
For personal use only MATO GRANDE PHOSPHATE PROJECT Mato Grande drill testing shows a deposit of significant scale and grade1 Exploration Work Performed Drilling on Mato Grande • Aguia conducted an auger drilling program over Mato Grande carbonatite • 28/35 auger holes encountered mineralization • H
Slide 30: Andrade Copper Project – Resource statements
For personal use only ANDRADE COPPER PROJECT – RESOURCE STATEMENTS Investor Presentation: 2020 AGM 28
Slide 31: Primavera target
For personal use only PRIMAVERA TARGET • Ready target for follow up with drilling Note: See ASX release 27th February 2019, ASX release 18th March 2019 Investor Presentation: 2020 AGM 29
Slide 32: Competent Persons Statement
For personal use only COMPETENT PERSONS STATEMENT The Três Estradas Phosphate Project has a current JORC/43-101 compliant mineral resource which includes Measured Resources of 36 Mt grading 4.01% P2O5. Indicated Resources of 47 Mt at 4.18% P2O5 and Inferred Resources of 21.8 Mt at 3.67% P2O5 Informa
Slide 33: For personal use only
For personal use only Aguia Resources Limited Águia Fertilizantes S/A Águia Metais Ltda Level 12, 680 George Street Sydney NSW 2000 Australia Rua Doutor Vale, 555 Sala 406, Bairro Moinhos de Vento CEP: +61 2 8280 7355 | +61 2 9287 0350 90560-010 Porto Alegre / RS [email protected] +55 51 35
Aguia Resources — Shareholder Meeting (November 2020) on 6ix