NH3 Clean Energy Limited · ASX:NH3
NH3 Clean Energy — Hexagon Resources — Investor Presentation (December 2015)
29 slides from NH3 Clean Energy's investor presentation, December 2015
Slide 1: Corporate Presentation December 2015
CORPORATE PRESENTATION December 2015
Slide 2: Disclaimer
Investment in Hexagon Resources Limited (“Hexagon”) is subject to investment risk, including possible loss of income and capital invested. Neither Hexagon, nor any other member company of the Hexagon Group, nor any officer or employee guarantees any particular rate of return or performance, nor do t
Slide 3: Corporate Directory
CORPORATE DIRECTORY DIRECTORS Neville Miles • 15+ yrs experience investing in small cap mining sector. • COO Invicara • Formerly Senior Vice President at Siemens Energy Management • Joined 9th December 2014 Tony Cormack • CEO / Head of Operations • Formerly Resource Development Manager at Atlas Iron
Slide 4: Key Data at a Glance
KEY DATA AT A GLANCE Key Information Shares on issue 215,454,247 (as of 2 December 2015) Share Price Options on issue 11,250,000 (as of 2 December 2015) Undiluted Market Capital $14.6M (as of 2 December 2015. Share Price: $0.06) Cash on Hand $1,223,000 (as of 30 September 2015) Top 5 Shareholders Oc
Slide 5: Our Vision and Strategy
kod Wee NTIS. igh Purity Flake Graphite for New Technologies OUR VISION AND STRATEGY
Slide 6: Our Vision
OUR VISION To become the leading Australian supplier of high purity flake graphite, specifically targeting the production of spherical graphite for emerging high technology applications We will achieve this with end to end sustainable best practices whether it be environmental or business practi
Slide 7: Huge Demand Upside for Flake Graphite
HUGE DEMAND UPSIDE FOR FLAKE GRAPHITE Market for Lithium-ion batteries expected to Grow 4X by 2020 (Source: Renewable Energy World Sept 2014) Number of EV’s in China to surge by 300% by end 2015 (Source: CIMB China EV boom report May 2014) EV population in China to grow at 83% pa through 2020
Slide 8: Spherical Graphite Pricing
SPHERICAL GRAPHITE PRICING Uncoated spherical graphite*: $3,000 - 3,500 USD per tonne concentrate Coated spherical graphite*: $7,000 - 7,500 USD per tonne concentrate (Source: Benchmark Minerals) *50 - 60% dilution to produce spherical graphite 8
Slide 9: Our Strategy
OUR STRATEGY Develop McIntosh towards Production of High Purity Flake Graphite including the assessment of the best ROI saleable products (e.g. producing Spherical Graphite on-site at McIntosh) Evaluate Strategic Options to develop the South Korean Graphite Projects Find Partners for non-core,
Slide 10: Our Projects
kod He&x<xAGON resources limited High Purity Flake Graphite for New Technologies OUR PROJECTS
Slide 11: Graphite Projects at a Glance
GRAPHITE PROJECTS AT A GLANCE Western Australia South Korea 11
Slide 12: McIntosh Flake Graphite Project
MCINTOSH FLAKE GRAPHITE PROJECT Current Longtom Resource of 7.13Mt @ 4.73%TGC Recent Diamond drilling at Wahoo, Barracuda and Emperor to add considerably to McIntosh Resource Total flake graphite strike length potential at McIntosh is in excess of 50 km Deposit / Prospect Theme : Fish of the K
Slide 13: Emperor (T6)
EMPEROR (T6) Bulk Scale Metallurgical test work (200kg of HQ core) has produced a 98% TC concentrate without any acid or chemical leaching with a high 89% recovery Flake graphite at surface and well suited to a low strip ratio / open pit operation 13
Slide 14: Emperor (T6)
EMPEROR (T6) High Grade / High Purity / High Value Successfully targeted the Large to Jumbo flake Flake Graphite from surface at Emperor graphite associated with large scale folding 14
Slide 15: Wahoo (T4)
WAHOO (T4) Bulk Scale Metallurgical test work (100kg of HQ core) has produced a +98% TC concentrate without any acid or chemical leaching and a 92% recovery Flake graphite at surface and well suited to a low strip ratio / open pit operation 15
Slide 16: Wahoo (T4)
WAHOO (T4) Flake graphite schist associated with a regional scale fold hinge Large to Jumbo Flake Graphite in thin section from Wahoo 16
Slide 17: Barracuda (T5)
BARRACUDA (T5) Strike length potential in excess of 1 kilometer at Barracuda Jumbo flake size of 500μm recorded in thin section 17
Slide 18: Barracuda (T5)
BARRACUDA (T5) Photomicrograph of Barracuda Flake Graphite mineralisation highlighting in-situ Large to Jumbo size flake graphite within a calcite matrix 18
Slide 19: McIntosh Growth Potential
MCINTOSH GROWTH POTENTIAL EM anomalies at the Marlin, Mahi Mahi and Mako prospects highlight in excess of 35 km of strike length potential for flake graphite The McIntosh Tenement package contains a total in excess of 50 km of strike length potential for flake graphite 19
Slide 20: McIntosh Metallurgy
MCINTOSH METALLURGY Scanning Electron Microscopy Emperor Flake Graphite Concentrate Competitors Coated Synthetic Flake Graphite +97% TC with no acid or chemical leaching Concentrate (90.1% TGC) 20
Slide 21: Flake Size Distribution
FLAKE SIZE DISTRIBUTION Flake Size Distribution highlights 20% of concentrate as Large / Jumbo Spherical graphite particles range from 3 to 50 microns with particle size for lithium ion batteries split into two main categories; the coarse size battery requires spherical graphite with particle si
Slide 22: Timeline to Production
TIMELINE TO PRODUCTION Activity 2015 2016 2017 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Conceptual Study Aboriginal Heritage Completed Exploration / Resource Drilling Bulk Sample To be Completed Resource Modelling MLA / Native Title Hydrogeology Reserves / Engineering Design Environmental Process Design
Slide 23: Next Steps
NEXT STEPS Final Assays and Bulk Metallurgical Test Work Finalise and Publish Final Diamond Drill Core Assays and Bulk Metallurgical Test Work Resource Upgrade Maiden JORC compliant resource for Emperor Q1 2016 & Wahoo Q2 2016 Mining Lease Application Mine Lease Application for Longtom, Wahoo,
Slide 24: McIntosh Copper / Nickel Potential
MCINTOSH COPPER / NICKEL POTENTIAL Extension of one diamond drill hole at Wahoo highlighted a significant potential for Nickel / Copper mineralisation Chalcopyrite and pyrrhotite mineralization logged in HQ diamond core Not the Company’s core focus but a discovery could provide considerable up
Slide 25: South Korea
SOUTH KOREA Geumam Initial Indicated / Inferred JORC compliant resource of 5.5Mt @ 5.4% Cg for 296,000t contained graphite Diamond drilling has returned thick intersections expected to add significantly to a resource upgrade Close proximity to major customers within South Korea Taewha Inferr
Slide 26: Conclusion
CONCLUSION Superior Graphite Products – Targeting a value added product on-site at McIntosh for supply into the booming Li-ion battery market and other products such as Graphene Great Metallurgy – Simple Floatation can achieve a high grade +97.9%TC Flake Graphite Concentrate with no acid or chem
Slide 27: Competent Persons Statements – Western Australia
Competent Persons Statements – Western Australia Information in this “Company Presentation” relating to Resource Estimates, Exploration Results, Assays, Metallurgy and Geological Data at the McIntosh Project has been compiled by the Head of Operations at Lamboo Resources Ltd, Mr. Anthony (Tony) Corm
Slide 28: Competent Persons Statements – South Korea
Competent Persons Statements – South Korea Information in this “Company Presentation” relating to Resource Estimates, Exploration Results, Assays, Metallurgy and Geological Data at the South Korean Projects has been compiled by the Head of Operations at Lamboo Resources Ltd, Mr. Anthony (Tony) Corma
Slide 29: Tony Cormack – Contact
TONY CORMACK CEO / Head of Operations Hexagon Resources Limited M: 0427 349 45) @hexagonresources.com Investor Relations resources limited Hexagon Resources Limited High Purity Flake Graphite for New Technologies M: 0402 079 999 E: [email protected] HEXAGON resources limited sn 27 099 098 19
Hexagon Resources — Investor Presentation (December 2015) on 6ix