NH3 Clean Energy Limited · ASX:NH3
NH3 Clean Energy — Lamboo Resources — Investor Presentation (April 2013)
25 slides from NH3 Clean Energy's investor presentation, April 2013
Slide 1: Australian flake graphite explorer
For personal use only An Australian flake graphite explorer with substantial high quality assets and access to the world’s largest flake graphite end-user market.
Slide 2: Disclaimer
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 re
Slide 3: Corporate Snapshot
Corporate Snapshot For personal use only Capital Structure (ASX: LMB) Shares on Issue 79,652,886* *22,250,000 escrowed until to June 2014 Last Share Price $0.08 (19/4/13) Market Capitalisation $6,372,231 High / Low (since June $0.45 / $0.08 2012) Options on Issue nil Performance Rights 22,500,000 (s
Slide 4: Group Investment Highlights
Group Investment Highlights For personal use only ASX graphite focused resource company with substantial (consistently) flake Maiden JORC resource of 5.3M tonnes @ 4.91% TGC for 262Kt of contained graphite representing 10% of the Target 1 EM anomaly (refer ASX:LMB Announcement – 10/4/13) Addit
Slide 5: McIntosh Flake Update
McIntosh Flake Update For personal use only McIntosh graphite project showing the 5 main targets. 93 RC and diamond holes have been completed at Targets 1,2 and 3 with drilling to continue in 2013. The graphitic schist horizons are hosted in high grade metamorphic rock. Excellent project log
Slide 6: 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 7: McIntosh Flake Graphite: Targets JORC Resource
McIntosh Flake Graphite: Targets 1 JORC Resource For personal use only Maiden indicated and inferred JORC Resource at Target 1: 5,323,000 tonnes grading 4.91 TGC% (5.06 TC%) over a strike length of 400 m and depth of 200 m RL for 262,000 tonnes of contained graphite. 500 µm 500 µm 500 µm 7
Slide 8: McIntosh Flake Graphite: Targets & Drill hole collars
McIntosh Flake Graphite: Targets 2 & 3 Drill hole collars For personal use only Photomicrographs of flake graphite gr gr 250 µm Sample 508425 gr mu 500 µm 500 µm 500 µm 500 µm gr Sample 508438 8
Slide 9: McIntosh Flake Exploration Update
McIntosh Flake Exploration Update For personal use only McIntosh graphite project showing the 5 initial targets. JORC Resource estimate of 5.3M t @ 4.91% TGC representing 10% of the EM anomaly confirmed at Target 1. Additional EM anomalies at Black Rock project indicate an additional 15 km of
Slide 10: McIntosh Infrastructure
McIntosh Infrastructure For personal use only Port Wyndham is the only deep water port between Broome and Darwin and lies 280km from the McIntosh deposit via the Great Northern Highway and has available capacity. The Ord Dam Project has a power supply used for surrounding mining activity. Wate
Slide 11: Opirus Acquisition: Geumam Project
Opirus Acquisition: Geumam Project For personal use only JORC Resource at Geumam Inferred JORC-code compliant resource of 200,000 tonnes @ 10% Cg. Geology Moderately dipping graphite schist beds. Current aggregate assessed target is 5km strike at 50m to 200m width. In a regional sense, Geuma
Slide 12: Opirus Acquisition: Taehwa Project
Opirus Acquisition: Taehwa Project For personal use only JORC Resource at Taehwa Inferred JORC-code compliant resource of 170,000 tonnes @ 6.8% Cg. Geology Flat lying graphite schist deposit. Current assessed target is 600m x 500m area x 7m thick. Taehwa lies of a regional graphite trend that ha
Slide 13: Opirus Acquisition: Samcheok Project
Opirus Acquisition: Samcheok Project For personal use only JORC Resource at Samcheok (former open-cut graphite mine) Inferred JORC-code compliant resource of 200,000 tonnes @ 4.8% Cg. Geology Steep dipping graphite deposit. Current assessed target is at least 300m strike x 80m width. Samcheok li
Slide 14: Combined Asset Overview
Combined Asset Overview For personal use only McIntosh Opirus Flake Graphite Projects McIntosh (Australia) Flagship flake graphite project: strike >10km; open at depth (drilled to 200m and up to 70m wide). South Korean Assets Globally recognised flake graphite province (historically world’s second l
Slide 15: Comparable Graphite Company Data
Comparable Graphite Company Data For personal use only LMB SYR NGC Name Lamboo Resources Limited Syrah Resources Limited Northern Graphite Inc Market Cap (19/4/2013) AU$6.4m AU$269m CAD$41.2 Main Deposits Geumam, Taehwa & Samcheok McIntosh Balama Bissett Creek Graphitic Carbon 5%-12% TGC 5% - 8.6% T
Slide 16: Graphite: Growth & Strategy
Graphite: Growth & Strategy For personal use only Graphite now scores 8.1 (ex 10) on Explosive demand from Royal Geological Society ‘Risk List’ lithium-ion battery market. Steadily increasing demand from principal uses. Little new supply in near- term. GRAPHITE IS A HIGHLY STRATEGIC MINERAL.
Slide 17: Graphite: Growth Strategy
Graphite: Growth Strategy For personal use only Current Graphite Market Values Amorphous: $0.5b Natural Flake: $1.0b Synthetic Flake: $10b Strategy Substitute natural flake graphite for synthetic flake graphite to access $10b market. Current Roadblocks No consistent, reliable, high quality supply of
Slide 18: McIntosh Exploration & Development Plan
Graphite Project: McIntosh Exploration & Development Plan For personal use only Q4 – 2012 Q1 – 2013 Q2 – 2013 Q3 – 2013 RC Drilling Targets 2 & 3 � Assays RC Drilling Target 1 Assays RC Drilling Targets 5 & 6 Assays Metallurgical Studies Preliminary JORC Resource Pre-feasibility Study Application fo
Slide 19: Summary
Summary For personal use only Core flake graphite WA projects 6 months ahead of schedule with independent testing confirming quality of asset base. Opirus acquisition (completed in December 2012) propels Lamboo from early stage explorer to integrated flake graphite company. Key Points: South
Slide 20: Contact
Contact 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] Registered Office Level 5, 10 Market Street Brisbane QLD 4001 (07) 3212 6203 Perth Operations Unit 2/
Slide 21: Appendices
For personal use only APPENDICES 21
Slide 22: Graphite: Understanding a Graphite Resource
Graphite: Understanding a Graphite Resource For personal use only Type of Graphite (Flake, Amorphous Powder, Lump/Vein) Costs (Asset, Orientation Exploration, Feasibility, (Strike, Dip, Ongoing) Trend, Depth) Graphite Host Rock (Igneous, Metamorphic) Resource Infrastructure & Remoteness (Ports, Road
Slide 23: Graphite: Applications & the Market
Graphite: Applications & the Market For personal use only 2011 Natural Graphite Mine Graphite Properties Production (1.1Mt) Highest natural strength of any material Romania Others Canada Lightest of all North Korea reinforcements Brazil India China Corrosion and heat resistant Excellent conductor of
Slide 24: Graphite: Understanding Flake Graphite & Pricing
Graphite: Understanding Flake Graphite & Pricing For personal use only Carbon is the 15th most Flake graphite is scaled in the abundant element in the US measurement ‘mesh’ Earth’s crust and occurs Non-crystalline carbon which is often used to Larger flake sizes attract a naturally in 3 forms. (e.g.
Slide 25: Graphite: Reasons for Growth
Graphite: Reasons for Growth For personal use only • Lithium ion battery market already soared 60% in 3 years to $16 billion. • Conservative end: Triple by 2020 (Citi) • Bullish end: 15-fold increase ($US250b) by 2020 (Japan’s Ministry of Economy, Trade and Industry) • Gadgets are bulk of battery ma
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