NH3 Clean Energy Limited · ASX:NH3
NH3 Clean Energy — Hexagon Resources — Investor Presentation (February 2016)
26 slides from NH3 Clean Energy's investor presentation, February 2016
Slide 1: Corporate Presentation February 2016
CORPORATE PRESENTATION February 2016
Slide 2: Investment risk and forward-looking statements
Investment in Hexagon Resources Limited (“Hexagon”) is subject to investment risk, including possible loss of income and capital invested. Neither Hexagon, nor any other member company of the Hexagon Group, nor any officer or employee guarantees any particular rate of return or performance, nor do t
Slide 3: Corporate Directory
CORPORATE DIRECTORY DIRECTORS Neville Miles • 15+ yrs experience investing in small cap mining sector. • COO Invicara • Formerly Senior Vice President at Siemens Energy Management • Joined 9th December 2014 Tony Cormack • CEO / Head of Operations • Formerly Resource Development Manager at Atlas Iron
Slide 4: Key Data at a Glance
KEY DATA AT A GLANCE Key Information Share Price Shares on issue 215,454,247 (as of 30 January 2016) Options on issue 11,250,000 (as of 30 January 2016) Undiluted Market Capital $14.4M (as of 30 January 2015. Share Price: $0.06) Top 3 Shareholders Och-Ziff 17,334,089 (8.00%) Pathfinder Pty Ltd 8,451
Slide 5: Our Vision and Strategy
Rcd HEXAGON High Purity Flake Graphite for New Technologies OUR VISION AND STRATEGY
Slide 6: Our Vision
OUR VISION To become the leading Australian supplier of high purity flake graphite Targeting production of ultra high purity flake graphite in the medium term for supply into the emerging high technology applications Warmun (Turkey Creek) Community 6
Slide 7: Huge Demand Upside for Flake Graphite
HUGE DEMAND UPSIDE FOR FLAKE GRAPHITE ‘Ultra high purity flake graphite is in huge demand, Hexagon’s new CEO Tony Cormack has put together a go to market strategy which is focused on supply into the battery sector’ Market for Lithium-ion batteries expected to Grow 4X by 2020 (Source: Renewable Ene
Slide 8: Spherical Graphite Pricing
SPHERICAL GRAPHITE PRICING ‘Tesla Battery Giga-Factory at full capacity requires the total 2014 supply of spherical graphite, with 6 alternative battery giga-factories in the pipeline globally’ Uncoated spherical graphite*: $3,000 - 3,500 USD per tonne Coated spherical graphite*: $7,000 - 7,500
Slide 9: Our Strategy
OUR STRATEGY Develop McIntosh towards Production of Ultra High Purity Flake Graphite including the assessment of the best ROI saleable products (e.g. producing Spherical Graphite) Testing of McIntosh Flake Graphite for production of Graphene Evaluate Strategic Options to develop the South Kore
Slide 10: Our Projects
Rcd Hex<XAGON resources limited High Purity Flake Graphite for New Technologies OUR PROJECTS
Slide 11: Graphite Projects at a Glance
GRAPHITE PROJECTS AT A GLANCE Western Australia South Korea 11
Slide 12: Australia's Largest Graphite Project
AUSTRALIA’S LARGEST GRAPHITE PROJECT ‘McIntosh is Australia’s Largest Flake Graphite Project by contained tonnes’ McIntosh Global JORC Resource of 17.2Mt @ 4.63%TGC with 7.8Mt @ 4.55% in the indicated category JORC Tonnes TGC Contained Graphite Deposit Material Type Classification (Mt) (%) (Tonnes)
Slide 13: Emperor
EMPEROR JORC Resource of 8.4Mt @ 4.61% TGC Bulk Scale Metallurgical test work highlights a +99% TC concentrate can be produced from simple flotation Flake graphite at surface and well suited to a low strip ratio / open pit operation 13
Slide 14: Emperor
EMPEROR High Grade / High Purity / High Value Successfully strategy of targeting the Large to Flake Graphite from surface at Emperor Jumbo flake graphite located in the fold hinge 14
Slide 15: Wahoo
WAHOO JORC Resource of 0.9Mt @ 4.40% TGC Bulk Scale Metallurgical test work indicates a +99% TC concentrate can be produced from simple flotation Flake graphite at surface and well suited to a low strip ratio / open pit operation 15
Slide 16: Barracuda
BARRACUDA JORC Resource of 0.7Mt @ 4.41%TGC Strike length potential in excess of 1 kilometer at Barracuda Jumbo flake size of >500μm recorded in thin section 16
Slide 17: McIntosh Metallurgy
MCINTOSH METALLURGY Scanning Electron Microscopy Emperor Flake Graphite Concentrate Competitors Coated Synthetic Flake 99% TC from simple flotation Graphite Concentrate (90.1% TGC) 17
Slide 18: Flake Size Distribution
FLAKE SIZE DISTRIBUTION Flake Size Distribution from Bulk Scale Metallurgical test work at Emperor and Wahoo highlight ~20% as Large to Jumbo Flake Spherical graphite particles range in size from 3 to 50 microns for use in lithium ion batteries Spherical Graphite feed requires a flake size of
Slide 19: Hexagon Timeline to Production
bcd HEXAGON TIMELINE TO PRODUCTION High Purity Flake Graphite for New Technologies 2015 2016 2017 Qi 2015 Q22015 Q32015 Q4 2015 Q1 2016 Q2 2016 Q32016 Q42016 Q1 2017 Q22017 Q32017 Q4 2017 Activity Conceptual Study Aboriginal Heritage Exp/Resource Drilling Bulk Sample Resource Modelling MLA / Native
Slide 20: Next Steps
NEXT STEPS Mining Lease Application Mine Lease Application for Longtom, Wahoo, Barracuda and Emperor commenced Native Title Negotiations Positive relationship with the traditional owner group, the Marlarngowem and their representative body the Kimberley Land Council. Positive outcomes are expect
Slide 21: McIntosh Copper / Nickel Potential
MCINTOSH COPPER / NICKEL POTENTIAL Extension of one diamond drill hole at Wahoo highlighted a significant potential for Nickel / Copper mineralisation Abundant chalcopyrite and pyrrhotite mineralization logged in HQ diamond core Not the Company’s core focus but a major discovery could provide
Slide 22: South Korea
SOUTH KOREA Geumam Initial Indicated / Inferred JORC compliant resource of 5.5Mt @ 5.4% Cg for 296,000t contained graphite (Indicated 1.5Mt @ 6.6% Cg and Inferred 4.0 Mt @ 4.9%Cg) Diamond drilling has returned thick intersections expected to add significantly to a resource upgrade Close proxim
Slide 23: Conclusion
CONCLUSION Superior Graphite Products – Targeting a value added product for supply into the booming Li-ion battery market and other products such as Graphene Great Metallurgy – Simple Floatation can achieve ultra high purity of +99% TC Flake Graphite Concentrate at high recovery rates All Targ
Slide 24: Competent Persons Statements – Western Australia
Competent Persons Statements – Western Australia Information in this “Company Presentation” relating to Resource Estimates, Exploration Results, Assays, Metallurgy and Geological Data at the McIntosh Project has been compiled by the Head of Operations at Lamboo Resources Ltd, Mr. Anthony (Tony) Corm
Slide 25: Competent Persons Statements – South Korea
Competent Persons Statements – South Korea Information in this “Company Presentation” relating to Resource Estimates, Exploration Results, Assays, Metallurgy and Geological Data at the South Korean Projects has been compiled by the Head of Operations at Lamboo Resources Ltd, Mr. Anthony (Tony) Corma
Slide 26: Tony Cormack / Ken Banks contact details
TONY CORMACK CEO / Head of Operations Hexagon Resources Limited 0427 349 451 [email protected] HEXAGON KEN BANKS Investor Relations Hexagon Resources Limited High areas Flake Graphite for New Technologies 0402 079 999 [email protected] HEXAGON resources limited sn 27 099 098 192 (AS
Hexagon Resources — Investor Presentation (February 2016) on 6ix