NH3 Clean Energy Limited · ASX:NH3
NH3 Clean Energy — Lamboo Resources — Investor Presentation (January 2013)
28 slides from NH3 Clean Energy's investor presentation, January 2013
Slide 1: Australian flake graphite explorer with substantial high quality assets
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 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 performance, n
Slide 3: Corporate Snapshot
Corporate Snapshot Capital Structure (ASX: LMB) Shares on Issue 79,652,886* *22,250,000 escrowed until to June 2014 Last Share Price $0.145 (14/1/13) Market Capitalisation $11,549,669 High / Low (since June $0.45 / $0.125 2012) Options on Issue nil Performance Rights 22,500,000 (shares to be issued
Slide 4: Acquisition of Opirus Minerals Pty Ltd
Acquisition of Opirus Minerals Pty Ltd • The recent acquisition (completed in December 2012) propels Lamboo from early stage explorer to commercially integrated flake graphite company. • Key Points: o South Korea was the worlds largest graphite producer up to 1992. o Acquired projects were previous
Slide 5: Opirus Acquisition: Geumam Project
Opirus Acquisition: Geumam Project 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, Geumam lies on a north‐south grap
Slide 6: Opirus Acquisition: Taehwa Project
Opirus Acquisition: Taehwa Project 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 has 65km strike extent. •
Slide 7: Opirus Acquisition: Samcheok Project
Opirus Acquisition: Samcheok Project 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 lies on a graphite trend t
Slide 8: Combined Asset Overview
Combined Asset Overview 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 largest producer). High
Slide 9: Comparable Graphite Company Data
Comparable Graphite Company Data LMB SYR NGC Name Lamboo Resources Limited Syrah Resources Limited Northern Graphite Inc Market Cap (16/11/2012) AU$15.5m1 AU$362m CAD$32.4 Main Deposits Geumam, Taehwa & Samcheok McIntosh Balama Bissett Creek Graphitic Carbon 5%‐12% TGC 5% ‐ 8.6% TGC 10% TGC 1.89% Cg
Slide 10: Combined Investment Highlights
Combined Investment Highlights ASX graphite focused resource company with substantial (consistently) flake JORC resource containing medium to jumbo mesh. Exploration advancing successfully at the McIntosh Project. • 93 RC and diamond drill holes completed for a total 12,200 m. • Exploration prog
Slide 11: Graphite: Growth & Strategy
Graphite: Growth & Strategy 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. 11
Slide 12: Graphite: Growth Strategy
Graphite: Growth Strategy 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 natural flake graphit
Slide 13: Graphite: Understanding a Graphite Resource
Graphite: Understanding a Graphite Resource 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, Roads etc) Resource Size M
Slide 14: McIntosh Flake Update
McIntosh Flake Update • McIntosh graphite project showing the 6 targets defined by pre‐ drilling exploration. • 93 RC diamond drill holes have been completed at Targets 1,2 and 3 with drilling to continue in 2013. • The graphitic schist horizons are hosted in metamorphic rock, that is, the targeted
Slide 15: McIntosh Flake Graphite: The Story So Far
McIntosh Flake Graphite: The Story So Far Predrilling exploration completed ahead of schedule and has allowed the Company to select premium targets for cost‐effective drilling giving maximum results. RC target drilling: Geophysical work - RC drilling & tenement commenced ahead expansion: of schedule
Slide 16: McIntosh Flake Graphite Drilling
McIntosh Flake Graphite Drilling Target 1 Drilling Overview Exploration target* of 5 to 6M tonnes grading 5 to 6% TGC based on 10% of the overall aerial EM anomaly drilled to date. * This targeted tonnage and grade is conceptual in nature and there has been insufficient work to define a Mineral Reso
Slide 17: McIntosh Flake Graphite: Separation Evidence
McIntosh Flake Graphite: Separation Evidence RC drilling at Targets 1,2&3 reveal a schistose host rock that will respond to simple crushing and screening. Ease of separation from host rock shown by flake graphite floating from water produced during drilling. . 17
Slide 18: McIntosh Flake Graphite: Target 1 Drill Results
McIntosh Flake Graphite: Target 1 Drill Results Target 1 showing Target 1 Drill hole intercepts Graphite intercepts Drill hole T1GRC 080 – in drill holes (plan 72m with 7.9 vol% (est) or 5.67 wt% TGC from 0 m view) Drill hole T1GRC 087 – 72 m with 7.2 vol% (est) or 5.16 wt% TGC from 111 m Drill hole
Slide 19: McIntosh Flake Graphite: Targets 2 & 3 Drill hole collars
McIntosh Flake Graphite: Targets 2 & 3 Drill hole collars Photomicrographs of flake graphite gr gr 250 µm Sample 508425 gr mu 500 µm 500 µm 500 µm 500 µm gr Sample 508438 19
Slide 20: McIntosh Infrastructure
McIntosh Infrastructure • 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 abundant water and a potential power supply available for mining activity. • Fres
Slide 21: McIntosh Exploration & Development Plan
Graphite Project: McIntosh Exploration & Development Plan 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 for Mining Lease Bankable
Slide 22: LMB Stated Strategy
LMB Stated Strategy Project Expansion: Petrographic - East Kimberley analysis & graphite tenements Metallurgical expanded studies: RC Drilling – Targets - Acquiring 1, 5 & 6: synergistic assets - Confirm flake capable of adding to consistency focus and assisting - Complete Target 1 by - Flake variab
Slide 23: Contact
Contact 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 4000 (07) 3212 6203 Perth Operations Unit 2/7 Packard Street Joond
Slide 24: Appendices
APPENDICES RESOURCES
Slide 25: Graphite: Applications & the Market
Graphite: Applications & the Market 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 heat Although China i
Slide 26: Graphite: Understanding Flake Graphite & Pricing
Graphite: Understanding Flake Graphite & Pricing 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. Coal, Soot etc.) dete
Slide 27: Graphite: Reasons for Growth
Graphite: Reasons for Growth • 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 market today • 5.7 billi
Slide 28: Graphite: Graphene
Graphite: Graphene The Nobel Prize in Physics 2010 was awarded jointly to Andre Geim and Konstantin Novoselov "for groundbreaking experiments regarding the two‐ dimensional material graphene" Graphene The above represents parts of an article written by Andrew Quinn (Research & Strategy Coordinator)
Lamboo Resources — Investor Presentation (January 2013) on 6ix