NH3 Clean Energy Limited · ASX:NH3
NH3 Clean Energy — Lamboo Resources — Investor Presentation (February 2014)
26 slides from NH3 Clean Energy's investor presentation, February 2014
Slide 1: Update Presentation February 2014
For personal use only February 2014 Update Presentation
Slide 2: Disclaimer
For personal use only Investment in Lamboo Resources Limited (“Lamboo”) is subject to investment risk, including possible loss of income and capital invested. Neither Lamboo, nor any other member company of the Lamboo Group, nor any officer or employee guarantees any particular rate of return or per
Slide 3: Competent Persons Statements
For personal use only Competent Persons Statements information in this “Company Presentation” relating to Exploration Results and geological data at the McIntosh Project has been compiled by the Technical Director of Lamboo Resources Ltd, Dr Craig S. Rugless who is a Member of the Australasian Insti
Slide 4: Corporate Snapshot
Corporate Snapshot For personal use only Capital Structure (ASX: LMB) Directors/Management Shares on Issue 97,394,555 Last Share Price 30c Mr Richard Trevillion – MD and CEO (5/02/14) • Formerly a director at Close Brothers (M&A/ECM/Corporate Finance), London Market Capitalisation $29.2 million • Fo
Slide 5: Graphite Facts
For personal use only GRAPHITE FACTS
Slide 6: Graphite Facts
For personal use only GRAPHITE FACTS
Slide 7: Developing high purity flake for new technologies
... developing high purity flake for new technologies < © GRAPHITE DEMAND A SUPPLY D $1 2 BILLION AMORPHOUS 40% =) \/ /\ e kK BL GRAPHITE @ © FLAKE SBLOBAL GRAPHITE DEMAND ‘ 60% ela al a Qs SE _ 3.0 a with smart green technology CHINA CURRENTLY @a 8 25 === Without smart & green technology PRODUCES A
Slide 8: Lamboo Resources & Technology
LAMBOO & TECHNOLOGY For personal use only RESOURCES
Slide 9: Graphite Uses
For personal use only GRAPHITE USES
Slide 10: Low Cost Model
For personal use only LOW COST MODEL
Slide 11: McIntosh Graphite Project Highlights
McIntosh Graphite Project Highlights For personal use only JORC resource of 7.3M tonnes @ circa 5% TGC representing 20% of T1 MOU with China Hengda for supply and processing – one of the only named deals on the ASX RC drilling and mapping confirms extensive flake graphite at targets 5 and 6
Slide 12: China Sciences Hengda Graphite Corp (CSHG)
China Sciences Hengda Graphite Corp (CSHG) For personal use only LMB’s MOU is one of small number of global graphite juniors with a commercial deal CSHGC is one of the world’s largest pure high quality flake graphite businesses Supply arrangements ‘marked to market’ contract prices for high pu
Slide 13: McIntosh Graphite
McIntosh Graphite For personal use only McIntosh graphite project showing the 5 main targets. Excellent project logistics – haul road access to Highway One (Great Northern Highway) and the port of Wyndham.
Slide 14: Target Resource
TARGET 1 - Resource For personal use only Target 1 Aerial TARGET 1 - ESTIMATED INDICATED Hoist EM AND INFERRED JORC RESOURCE – Anomaly 7.3m tonnes grading circa 5 TC%
Slide 15: McIntosh Flake Graphite: Near Surface Graphite Mineralisation at Target 1
McIntosh Flake Graphite: Near Surface Graphite Mineralisation at Target 1 For personal use only 500 µm 500 µm 500 µm 15
Slide 16: McIntosh Flake Graphite: Separation Evidence
McIntosh Flake Graphite: Separation Evidence For personal use only RC drilling at Targets 1, 2 & 3 reveal a schistose flake graphite that will respond to standard metallurgical extraction techniques. Ease of separation from host rock shown by flake graphite floating from water produced during drilli
Slide 17: Targets and Potential
TARGETS 5 & 6 - Potential For personal use only Target 5 Flake graphite 500 µm Target 6
Slide 18: Additional EM anomalies at Black Rock
For personal use only Additional EM anomalies at Black Rock project indicate an additional 15 km of strong EM anomalies requiring exploration. Total strike length potential for flake graphite now in excess of 25 km.
Slide 19: Infrastructure
Infrastructure For personal use only Port Wyndham is the only deep water port between Broome and Darwin and lies 280km from the McIntosh Project via the Great Northern Highway and has available capacity. This image cannot currently be displayed.
Slide 20: Metallurgy confirms high grade and purity
Metallurgy confirms high grade and purity For personal use only All large to coarse flake High Concentrate grades up to 96.1% with XRD analysis confirming up to 99% crystalline graphite High purity free of deleterious elements Purity to the standard of Li batteries independently verified 20
Slide 21: South Korea Graphite Highlights
South Korea Graphite Highlights For personal use only Existing inferred resource at Geumam Project with high grade surface channel samples up to 20m grading 18.9% TG. Aggregate exploration target – 17-28Mt grading 5 to 10% Oustanding intercepts of 54m, 44 and 35m Second phase drilling imminent
Slide 22: South Korea - Projects
SOUTH KOREA - Projects For personal use only Geumam Initial Inferred JORC-code compliant resource of 200,000 tonnes @ 10% Cg Diamond drilling has commenced - now awaiting complete assays Taewha Initial Inferred JORC-code compliant resource of 170,000 tonnes @ 6.8% Cg Samchoek Initial Inferre
Slide 23: South Korea - Projects: Geumam Project offers
SOUTH KOREA - Projects For personal use only Geumam Project offers: • Close proximity to the largest markets for graphite in North Asia (China, Japan and South Korea). • South Korea has a significant geopolitical advantage in the North Asian region, where it acts as a “middleman” to overcome cultura
Slide 24: Lamboo Graphite Summary
LAMBOO GRAPHITE SUMMARY For personal use only JORC Resource for Target 1 flake graphite WA project at McIntosh. Further drilling confirms potential for continued significant resource upgrade. Targets 5 and 6 contain coarse flake graphite South Korean graphite projects are all former graphite pro
Slide 25: Advanced Particle Group
Advanced Particle Group For personal use only Lamboo establishes commercial arm ‘Advanced Particle Group’ (APG) to exploit new technology applications of flake graphite within the fields of graphene, pebble bed technology and lithium ion batteries APG partnering with Monash University using thei
Slide 26: Lamboo Contacts
LAMBOO CONTACTS For personal use only Managing Director and CEO Richard Trevillion 0412 307 807 [email protected] Technical Director Dr Craig Rugless (08) 9301 1047 [email protected] Investor Relations Ken Banks 0402079999 [email protected]
Lamboo Resources — Investor Presentation (February 2014) on 6ix