Dundas Minerals Limited · ASX:DUN
Dundas Minerals — Investor Presentation (December 2021)
18 slides from Dundas Minerals's investor presentation, December 2021
Slide 1: Dundas Minerals - Dominant Tenement Position
DUNDAS MINERALS Drilling for: Nickel, Copper, Gold Dominant Tenement Position Highly prospective Albany-Fraser Orogen 1,106km2 Western Australia’s Albany-Fraser Orogen ASX: DUN December 2021
Slide 2: Battery Materials thematic well understood
Battery Materals thematic well understood It’s all about demand 10 Demand to 20 years from now “KoBold Metals” A journey of years Discovery Drill-out Feasibility Permitting Mining ASX: DUN www.dundasminerals.com | 2
Slide 3: Electric Vehicles & Energy Storage
Electric Vehicles & Energy Storage Nickel and copper demand poised to explode, fueled “I’d just like to re-emphasize, any mining by growth in energy storage and electric vehicles companies out there, please mine more Demand nickel” Elon Musk (August 2020) Battery Materials demand forecast (2020 – 20
Slide 4: Albany-Fraser Orogen
Albany-Fraser Orogen Tropicana en q Two world class / company on og rat Or Discovery making ore bodies (so far) nC er ras gar Tropicana (2005) y-F Yil Kambalda an Nova/Bollinger (2012) Alb q Under explored Nova q Highly prospective for Nova Norseman and Tropicana style deposits, especially at depth
Slide 5: Dundas: 1,106km2
Dundas: 1,106km2 Discovery q 11 Contiguous Exploration Licences q 100% held by Dundas q Unallocated Crown Land q Prior exploration pre-2012, the year of Nova discovery & gold focussed ASX: DUN www.dundasminerals.com | 5
Slide 6: Bedrock not drill tested
Bedrock not drill tested q 5-30m of cover (Tertiary to Recent Discovery sand, calcrete, sedimentary rocks) q No drilling into bedrock q Air-core q RAB To refusal – average depths ~25m Proterozoic / Re- q Bedrock ?? ar worked Archean ?? he Considerable uncertainty Proterozoic dS q Interpreted as pred
Slide 7: Dense mallee until bush fire in 2019/20
Dense mallee until bush fire in 2019/20 Pre-fires 2021 Discovery ASX: DUN www.dundasminerals.com | 7
Slide 8: Exploration Strategy
Exploration Strategy 0 5 10km LOW HANGING FRUIT JUMBUCK 2m @ 0.5% Ni (BOH) (2011) VTEM & SkyTEM RC drilling 22m RAB hole conductors December 2021 KOKODA 1.5km x 3.5km gold (2010) anomaly. 18% of calcrete Air-Core samples >10ppb Magnetics Image • Warmer colours (reds and oranges) represent areas of h
Slide 9: Exploration Strategy
Exploration Strategy 0 5 10km LOW HANGING FRUIT JUMBUCK 2m @ 0.5% Ni (BOH) (2011) VTEM & SkyTEM RC drilling 22m RAB hole conductors December 2021 KOKODA 1.5km x 3.5km gold (2010) anomaly. 18% of calcrete Air-Core samples >10ppb Terra Firma 2022 (1995) NM37 [email protected]/t 40m RAB hole Au (BOH) pending te
Slide 10: Exploration Strategy
Exploration Strategy 0 5 10km LOW HANGING FRUIT JUMBUCK 2m @ 0.5% Ni (BOH) (2011) VTEM & SkyTEM RC drilling 22m RAB hole conductors December 2021 KOKODA 1.5km x 3.5km gold (2010) anomaly. 18% of calcrete Air-Core samples >10ppb Terra Firma 2022 (1995) NM37 [email protected]/t 40m RAB hole Au (BOH) pending te
Slide 11: Exploration Strategy
Exploration Strategy Nova ore body: 180-400m below surface Intrusive Ultramafics (Nova style chonolith / “Pluton”) Search Archean/re-worked Archean (Tropicana style) Tools q SkyTEM: Aerial Electromagnetic (AEM) survey - Deep conductive bodies (sulphides) (Ni/Cu/PGE’s) q Altas: Ground Gravity survey
Slide 12: Gravity Survey: Completed October 2021
Gravity Survey: Completed October 2021 q 4,000 gravity station readings Search q 500m spacing on 1km lines Terra Firma q 4 areas of coincidental Jumbuck gravity / AEM / magnetic anomalism North East q Priority in-fill gravity surveys (250m on 500m lines) q Will allow enhanced modelling of Matilda So
Slide 13: Matilda South 3D Gravity Inversion Model
Matilda South 3D Gravity Inversion Model (on Mag. colour image) Goldport DDHAC004 (31m) logged as: Max depth of Goldport drilling 64m. “Intermediate / mafic pluton or q Top of gravity model Dundas models top of bodies at ~135m. pyroxene granulite?”. (2005) ~135m below surface Search q In-fill gravit
Slide 14: SkyTEM AEM: Completed September 2021
SkyTEM AEM: Completed September 2021 Terra Firma Jumbuck Kokoda North East AEM Survey coverage area (shaded) 2,174 line km’s • 1,829km @ 400m spacing • 345km @ 200m spacing ASX: DUN Mulga AEM Channel 40 over magnetics (grey-scale) www.dundasminerals.com | 14
Slide 15: Exploration Planned Activity
Exploration Planned Activity Dec. Jan. Feb. Mar. Apr. Planned Activity 2021 2022 2022 2022 2022 Jumbuck Drilling1 Christmas Break Kokoda Drilling1 (~2 weeks) In-fill gravity surveys2 Jumbuck Assays Kokoda Assays Modelled targets from in-fill gravity/AEM H-1 2022 drill plan Note 1: Drilling is able t
Slide 16: Board and Management
Board and Management Commercially and Technically strong Experience Mark Chadwick Shane Volk Tim Hronsky Mike Northcott Steve Massey B Com (Acc); CA B Bus (Acc); AGIA B Eng (Geol) B Sc (Geol) B Sc (Geophysics) Chairman Managing Director & CEO Technical Director Exploration Manager Geophysics Charter
Slide 17: Corporate Overview
Corporate Overview Corporate Structure Shareholders (at 22 Nov. 2021) 586 IPO Price $0.20 Shares on Issue 60.2m Retail Shares Escrowed (24 months) 21.4m Shareholders Shares Escrowed (12 months) 2.7m (not escrowed) Directors & Tradeable Shares 36.1m 57.3% Management (24 month escrow) 37.7% Market Cap
Slide 18: Competent Persons Statement and Disclaimer
Competent Persons Statement and Disclaimer Competent Persons Statement The information in this presentation that relates to Exploration Results is extracted from the report entitled Independent Technical Assessment Report created on 30 August 2021, and is included in the Initial Public Offering Pros
Dundas Minerals — Investor Presentation (December 2021) on 6ix