Iron Bear Resources Ltd · ASX:IBR
Iron Bear Resources — Cape Lambert Resources — Investor Presentation (June 2011)
18 slides from Iron Bear Resources's investor presentation, Jun 10, 2011
Slide 1: ASX Announcement
ASX Announcement 10 June 2011 Cape Lambert is an Australian Company Presentation domiciled, mineral investment company. Its current investment portfolio is geographically diverse and consists of mineral assets and interests in mining and exploration Cape Lambert Resources Limited is pleased to attac
Slide 2: Market Update June 2011
Market Update June 2011 Tony Sage Executive Chairman
Slide 3: Disclaimer
Disclaimer This presentation has been prepared by Cape Lambert Resources 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: Progressive Global Mining Company
Progressive Global Mining Company ` Australian mineral investment company, listed on ASX (CFE) ` Geographically diverse portfolio of mineral assets and interests in mining and exploration companies ` Cash and receivables of A$150 million1 at 31 March 2011, no bank debt and fully funded ` Convertible
Slide 5: Strong Track Record
Strong Track Record ` Strong track record of delivering shareholder value ` February 2011, on market buy-back completed, 54 million shares bought back for A$32 million ` July 2010, A$44 million fully franked special dividend payment ` October 2008, A$100 million capital/dividend payment ` October 20
Slide 6: Business Model and Strategy
Business Model and Strategy ` Leverage off strong balance sheet (cash reserves) and relationships ` 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 “han
Slide 7: Corporate Snapshot
Corporate Snapshot Capital Structure Share Price Performance Ordinary shares (ASX: CFE) 572M Market Cap at $0.46 $263M Unlisted options 7.8M ($0.45 exp 30 Sep 2011) Cash and receivables1 $158M Securities (marked-to-market) $55M Enterprise value $50M Shareholding Directors 6.7% Top 20 64.5% Average D
Slide 8: Strong Board and Management
Strong Board and Management Directors Key Management Tony Sage Executive Chairman Joe Ariti General Manager Over 25 years experience in corporate Metallurgist with over 25 years advisory, funds management and capital experience in the mining industry raisings. working in Australia, Indonesia, PNG an
Slide 9: Group Structure
Group Structure 8 10 June 2011
Slide 10: West African Emerging Iron Ore Business – The Next Pilbara
West African Emerging Iron Ore Business – The Next Pilbara 9 10 June 2011
Slide 11: Marampa Iron Ore Project
Marampa Iron Ore Project (CFE: 100%) ` Specular hematite, operated from 1933-1977 ` Existing heavy haulage railway ~3km from main deposit provides access to Pepel port on Atlantic coast ` Maiden JORC resource of 197Mt (@28.5% Fe) representing 20% of mineralised strike. Additional 18,000m drilling co
Slide 12: Pinnacle Group Assets (Iron Ore)
Pinnacle Group Assets (Iron Ore) (CFE: 46.11% & Manager) Kukuna, Sierra Leone ` 68km2 granted licence, with >10km of prospective formation with outcropping enriched specular hematite ` 80km from Pepel-Lunsar railway and Atlantic Coast ` SRK completed geological mapping and defined five large target
Slide 13: Pinnacle Group Assets continued
Pinnacle Group Assets continued Sandenia, Guinea ` Two exploration permits (total 608km2) prospective for iron ore ` Adjacent to Bellzone’s 3.7 billion tonne Kalia iron ore project ` Seven exploration targets prospective for oxidised enriched and magnetite BIF identified ` Regional mapping & samplin
Slide 14: Sappes Gold Project
Sappes Gold Project (CFE: 100%) ` 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 80koz pa over 7 years (in dore
Slide 15: Other Key Assets
Other Key Assets Asset Interest Commodity Stage Location Exploration, Republic of Congo, African Iron Ltd (ASX:AKI) 25% Iron Ore near term Africa production Australis 100% Rock Phosphate Exploration Qld/NT, Australia Leichhardt 100% Copper Exploration Qld, Australia Cauldron Energy Ltd 19.9% Uranium
Slide 16: Value Proposition
Value Proposition Asset A$ Value Cash at 31 March 2011 70M Cash Receivables and Convertible Notes1 88M Equities (mark-to-market)2 55M Marampa (100%)3 500M? Sappes (100%)4 50M? Australis (100%) ? Pinnacle (46.11%) ? Cape Lambert South (100%) ? ++763M Notes: 1.Cash receivables include the final paymen
Slide 17: Attributes
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
Slide 18: www.capelam.com.au
www.capelam.com.au Corporate Office 18 Oxford Close Leederville, Western Australia 6007 Australia Postal Address: P.O. Box 144 West Perth, Western Australia 6872 Australia Telephone +61 8 9380 9555 Facsimile +61 8 9380 9666 Email [email protected] 17 10 June 2011
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