Aguia Resources Limited · ASX:AGR
Aguia Resources — Shareholder Meeting (November 2019)
18 slides from Aguia Resources's shareholder meeting presentation, Nov 29, 2019
Slide 1: Phosphate Development and Copper Exploration in Southern Brazil
For personal use only PHOSPHATE DEVELOPMENT AND COPPER EXPLORATION IN SOUTHERN BRAZIL ANNUAL GENERAL MEETING 29 NOVEMBER 2019 November 2019 AGUIA Resources Limited ASX: AGR
Slide 2: Disclaimer
DISCLAIMER This document has been prepared as a summary only and does not contain all information about Aguia Resources Limited (the “Company”) assets and liabilities, financial position and performance, profits and losses, prospects and the rights and liabilities attaching to the Company’s securiti
Slide 3: Brazilian Mineral Company
BRAZILIAN MINERAL COMPANY São Luis ASX - AGR Manaus For personal use only PHOSPHATE Brasilia Lucena DEVELOPMENT Belo Horizonte Rio de Janeiro DIRECT APPLICATION NATURAL São Paulo FERTILISER (DANF) Rio Grande do Sul Porto Alegre • Phosphate assets scheduled for Três Estradas production in 18-months •
Slide 4: Rio Grande do Sul – Phosphate & Copper
RIO GRANDE DU SOL – PHOSPHATE & COPPER Manaus Fortaleza Brasília Belo For personal use only Horizonte Rio de Janeiro São Paulo RIO GRANDE Porto Alegre DO SUL Porto Alegre Três Estradas Andrade Rio Grande 4
Slide 5: New Strategic Direction
NEW STRATEGIC DIRECTION Phosphate cashflows to fund copper exploration and shareholder dividends For personal use only 1. Fernando Tallarico appointed Managing Director 2. Entire operation moved to Brazil Significant reduction in corporate overheads 3. Advance phosphate to cashflow in “Began as a ph
Slide 6: Phosphate Strategy
PHOSPHATE STRATEGY For personal use only Strategy – DANF Phosphate • EIA for Três Estrades Phosphate • Rio Grande do Sul the Project (TEPP) approved size of France • Preliminary License granted • No local supply • Project Development Plan for Direct • Growth in Uruguay, Application Natural Fertilize
Slide 7: Direct Application Natural Fertiliser - DANF
DIRECT APPLICATION NATURAL FERTILISER - DANF For personal use only DANF products compete with chemically derived fertilisers, but has distinct advantages; • Much lower capital and operating costs • Much faster route to market via trial mining • 4 projects for development instead of 1 • Much smaller
Slide 8: Domestic Producer Cost Advantage
DOMESTIC PRODUCER Supplier of Phosphate Rock to Brazil COST ADVANTAGE Southern Brazil For personal use only • 100% reliant on phosphate imports • No mines planned other than AGR 45 days • Currently 3 million tonnes of from Morocco to Rio Grande phosphate (P2O5) imports annually port • Aguia - sustai
Slide 9: Permits and Schedule
PERMITS AND SCHEDULE Preliminary Installation Operation For personal use only License (LP) License (LI) License (LO) • Environmental Impact • Authorisation to • Grant of Mining Assessment has been commence construction Concession by Mining approved by - and Energy Ministry i. fulfillment of LP • Pub
Slide 10: Phosphate Regional Targets
PHOSPHATE REGIONAL TARGETS Mato Grande For personal use only Joca Taveres Santa Clara 1See ASX release 9th December 2015, 2See ASX release 8th June 2016, 3See ASX release 16th January 2018 10
Slide 11: Rio Grande Copper Belt Targets
RIO GRANDE COPPER BELT TARGETS For personal use only Primavera Carlota Canhada Camaqua Mine 31Mt at 1.06% Cu Passo Feio Copper Camaqua Conglomerates Note: See ASX releases 27th February 2018, 20th April 9km x 3km anomaly 2018, 2nd August, 2018, 12th September, 2018, >4% copper in trenches 28th Febru
Slide 12: Rio Grande Copper Belt Exploration Strategy
RIO GRANDE COPPER BELT EXPLORATION STRATEGY For personal use only • Built land position – 5-year portfolio • +1,300km2 portfolio • 8 drill-ready copper targets identified • Grow core project – Andrade Andrade copper adit 10.8mt at 0.56% copper • 10,000m drilling planned between Andrade and Primavera
Slide 13: Andrade Copper Project
ANDRADE COPPER PROJECT • Combined 8km strike end to end Andrade to Primavera For personal use only • Recent drilling returned interval of 28.77 metres grading 1.83% copper from 63.63 metres with a higher-grade zone of 19.39 metres grading 2.55% copper from 63.63 metres including: 4.35 metres gradi
Slide 14: Carlota First Results
CARLOTA FIRST RESULTS Channel_ID Intercepts For personal use only 13m at 0.72 gpt Au from 7m including CH-CL-01 1m at 1.47 gpt Au from 11m and 1m at 2.01 gpt Au from 15m 15m at 0.33 gpt Au from 5m including CH-CL-02 1m at 1.38 gpt Au from 9m CH-CL-03 2m at 0.18 gpt Au 13m at 4.20 gpt Au from 7m incl
Slide 15: Investment Highlights
INVESTMENT HIGHLIGHTS Near-term phosphate production to fund copper drilling For personal use only Board and Dual Immediate Brazilian Immediate Shareholders Commodity Targets Management Growth Três Estrades Major Fernando Tallarico Três Estrades Phosphate Phosphate No Local Supply +100mt Resource an
Slide 16: Capital Structure
CAPITAL STRUCTURE ASX Listed. Delisted from TSX 16 September 2019. For personal use only Item Number Item Number Ordinary Shares 200.8m Options (12c to 72c) 30.2m ($19.8m) Share Price 52-week range 9c to 23c Fully Diluted 231.0m Market Capitalization Market Capitalization $33.1m $38.1m Undiluted at
Slide 17: Competent Persons Statement
COMPETENT PERSONS STATEMENT The Três Estradas Phosphate Project has a current JORC/43-101 compliant mineral resource which includes Measured Resources of 36 Mt grading 4.01% P2O5. Indicated Resources of 47 Mt at 4.18% P2O5 and Inferred Resources of 21.8 Mt at 3.67% P2O5 For personal use only The Luc
Slide 18: Thank You
For personal use only THANK YOU Australia AGUIA Resources Limited Level 12 680 George Street Sydney NSW 2000 Australia +61 2 8280 7355 www.aguiaresources.com.au [email protected]
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