Aguia Resources Limited · ASX:AGR
Aguia Resources — Investor Presentation (July 2023)
20 slides from Aguia Resources's investor presentation, Jul 19, 2023
Slide 1: Investor Presentation July 2023
For personal use only ASX:AGR Investor Presentation July 2023
Slide 2: Disclaimer
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 to the Company’s securit
Slide 3: Corporate profile & leadership
Corporate profile ASX:AGR & leadership A$ 0.024 52-week range: $0.023 - $0.068 For personal use only Aguia Resources Limited (‘Aguia’ or the ‘Company’) is a Brazil-focused mining explorer cum Market Cap.: A$ 10.4 M developer with two large acreage positions with a pipeline of future mining projects
Slide 4: The opportunity
The opportunity Great infrastructure available For personal use only Both of our projects are located close to paved roads, 250km from the international port, and the State counts 3 very prestigious undergrad and graduate geology and mining engineering programs. Scale potential A robust exploration
Slide 5: Current Strategy
Current Strategy Lean structure Farm out For personal use only Due to protracted delays during the negotiation The new strategy includes farming out a proportion of process of the PCA, Aguia determined to review its the Copper portfolio in return for a carry of further existing cost structure. Durin
Slide 6: Metallic Copper Project
Metallic Copper Project For personal use only | ASX:AGR | Investor Presentation July 2023 | 6
Slide 7: Copper assets and targets
Copper assets Andrade’s 3D Model and targets Andrade Deposit For personal use only Economics Average EBITDA A$ 19 M Total tenements NPV A$ 108.1 M 1,550 KM² IRR Payback 43.5% 4.1 years CAPEX A$ 20 M Life of mine 14 years Scale potential Our portfolio includes an M&I Copper resource of 22.6Mt at 0.43
Slide 8: Drill-ready targets
Channel_ID Intercepts Drill-ready targets 13m @ 4.20 gpt Au from 7m including CH-CL-04 4m @ 13.34 gpt Au from 16m and 2m @ 25.45 gpt Au from 17m Carlota 12m @ 3.64 gpt Au and 0.4% Cu For personal use only from 8m including 600m long ground geophysics anomaly with CH-CL-07 3m @ 10.25 gpt Au and 2m @
Slide 9: Drill-ready and exploration targets: Primavera target
Drill-ready AND EXPLORATION TARGETS PRIMAVERA TARGET targets North For personal use only Andrade-Primavera Corridor PRI Primavera sits 4km South of Andrade and returned trenches with up to 52m at 1.03% Copper. Primavera shows the exact same IP-geophysics ANDRADE DEPOSIT response as the Andrade Depos
Slide 10: Kalahari Copper Belt
Kalahari Copper Belt For personal use only Congo-Zambia-Botswana- Namibia Copper Belt 5 billion tonnes of copper ore with grades up to 4% Aguia’s Copper Project Kalahari Copper Belt (America) (Africa) | ASX:AGR | Investor Presentation July 2023 | 10
Slide 11: Organic Phosphate Project
Organic Phosphate Project For personal use only | ASX:AGR | Investor Presentation July 2023 | 11
Slide 12: Phosphate assets and targets
Phosphate assets Total tenements and targets 141 KM² For personal use only Tres Estradas Mineral Resources Our portfolio includes an M&I Phosphate resource of 83.21Mt at 4.11% P2O5 + Inferrred of 21.8 MT at 3.67% P2O5. Aguia controls all of the known phosphate reserves in Rio Grande do Sul. All curr
Slide 13: Tres Estradas Phosphate environmental permitting and legal proceedings
Tres Estradas Phosphate environmental permitting and legal proceedings Deposit The Tres Estradas Resource has undergone environmental permitting and received a previous licence in August 2019, followed by a For personal use only construction licence in November 2022. However, in July 2021, the Econo
Slide 14: Phosphate Demand
Phosphate Demand RS is Brazil’s 3rd Largest Grain Producer and xx At full capacity, Tres Estradas can largest beef producer with phosphate demand supply just 10% of the State of Rio For personal use only of 2.4 Mt per annum. Grande do Sul (RS) needs for The State’s grain harvest in 2020/21 was value
Slide 15: Aguia's Phosrock – Pampafos
Aguia's Phosrock – Pampafos® For personal use only Not all phosrock is the same, Aguia’s Pampafos is a unique, organic* and soluble phosphate product. Aguia’s Pampafos is competitively priced and can be sold more cheaply than the chemical alternatives. Aguia is undertaking international crop testing
Slide 16: Marketing - Agronomical Results
Marketing - Soybean Production (t/ha) Rice Production (t/ha) Agronomical For personal use only Results Now in the 4th year of independent Control Natural agronomical testing on all 5 major global grain Phosphate Control Natural Phosphate crops against commonly used chemical Marocco Marocco fertilise
Slide 17: Responsible investment
Responsible NET ZERO STRATEGY investment Aguia has applied to Edge for the net zero certification For personal use only of the Phosphate Project’s The Phosphate Project plant. already meets* 10 of the 17 Sustainable Development Goals (SDGs). Aguia has applied to Edge for the net zero certification o
Slide 18: The value of Aguia
The value of Aguia Third-party assessments compliant with the JORC Code For personal use only resulted in: Phosphate Copper Combined (BFS) (Scoping Study) Economics NPV A$ 111 M A$ 108 M A$ 219 M IRR 54.7% 43.5% 49.3% Annual EBITDA A$ 22 M A$ 19 M A$ 41 M Exploration Assets and targets 6 11 17 Poten
Slide 19: References
References Information in this presentation is extracted from the following reports, which are available for viewing on the Company’s website: For personal use only 21 Mar 2023 | Updated BFS of Phosphate Project Confirms Robust EconomiCS 01 Mar 2023 | Update on conciliation proceedings – Public Civi
Slide 20: Registered office and investor relations contacts
For personal use only REGISTERED PRINCIPAL PLACE INVESTOR OFFICE OF BUSINESS RELATIONS Level 12, 680 George St Rua Doutor Vale, 555 Sala 406, [email protected] Sydney NSW 2000 Porto Alegre / RS, 90560-010 or [email protected] Australia Brazil Ph: +61 419 960 560 Ph: +55 5