Iron Bear Resources Ltd · ASX:IBR
Iron Bear Resources — Cape Lambert Resources — Investor Presentation (September 2010)
17 slides from Iron Bear Resources's investor presentation, Sep 1, 2010
Slide 1: ASX Announcement: Company Presentation
ASX Announcement 1 September 2010 Cape Lambert is an Australian domiciled, mineral investment company. Its current investment Company Presentation portfolio is geographically diverse and consists of mineral assets and interests in mining and exploration companies. Cape Lambert Resources Limited is p
Slide 2: Market Update September 2010
Market Update September 2010
Slide 3: Disclaimer
Disclaimer This presentation has been prepared by Cape Lambert Resources Limited (“Cape Lambert” or the “Company”). It is not a disclosure document and should not be considered as an offer or invitation to subscribe for, or purchase any, any securities in the Company or as an inducement to make an o
Slide 4: At a Glance
At a Glance Australian mineral investment company, listed on ASX, Geographically diverse portfolio of mineral assets, and interests in mining and exploration companies, Cash assets of A$135 million at 30 June 2010, no bank debt and fully funded, Cash receivable of A$80 million due in second
Slide 5: Business Model & Strategy
Business Model & Strategy gy Leverage off strong balance sheet (cash reserves) and relationships, Invest in early stage resource projects and companies that are considered undervalued or distressed, Assets and investments are primarily iron ore, copper, gold and uranium, Add value through a
Slide 6: Corporate
Corporate p Capital Structure Share Price Performance Ordinary shares (ASX: CFE) 625M Market Cap at $0.35 $219M C h & receivables Cash i bl $227M Dividend outgoing $(44M) DMM outgoing g g $(32M)) $( Enterprise value $68M Shareholding Substantial Shareholders Holding (%) Directors & management 6.3% A
Slide 7: Directors & Management
Directors & Management g Directors Key Management Tony Sage Executive Chairman Joe Ariti General Manager Over 25 years experience in corporate Metallurgist with over 25 years advisory, funds management and capital experience in the mining industry raisings. working in Australia, Indonesia, PNG & Afr
Slide 8: Group Structure
Group p Structure 7 Cape Lambert Resources Limited September 1, 2010
Slide 9: Central West African Emerging Iron Ore Business
Central West African Emerging Iron Ore Business 8 Cape Lambert Resources Limited September 1, 2010
Slide 10: Marampa Iron Ore Project
Marampa Iron Ore Project (100% ownership) hi ) Specular hematite, operated from 1933 to 1977, 1977 Proximal to existing mineral railway that connects to Pepel Port - refurbishment in progress by African Minerals, CFE has initial 2Mtpa access and 33% ownership of existing railway & Pepel Port,
Slide 11: Pinnacle Group Assets
Pinnacle Group Assets (37 2% ownership (37.2% hi and d Manager) M ) Iron ore prospects in Sierra Leone & Guinea and coal in Sierra Leone, Kukuna, Sierra Leone, 68km2 granted licence, with >10km of prospective formation with outcropping enriched specular hematite, SRK completed geological map
Slide 12: DMC Mining Limited
DMC Mining Limited (100% Ownership) O hi ) Compulsory acquisition of DMC completed, Within W h 3km3k off railway l that h connects to Atlantic coastal seaport at Point Noire, 6 targets with exploration target size ± 0.9 - 1.3 1 3 billion billi tonnes off itabirite i bi i iron i ore, Historic
Slide 13: Sappes Gold Project
Sappes Gold Project (100% Ownership) O hi ) 100% Ownership, P j Project b d on developing; based d l i High-grade, underground Viper resource (total Mineral Resource – 1Mt at 21.4 g/t Au), Small, open pit on St Demetrios mineralisation Small (total Mineral Resource – 0.8 Mt at 3.4 g/t Au).
Slide 14: Corvette Resources – Gold
Corvette Resources – Gold ( ld 32 (Hold 32.3% 3% - ASX: S C CVX)) Plumridge Gold Project comprising strategic tenement holding of 2,300km2 in emerging Albany-Fraser gold province, Province hosts the 5 million oz Tropicana- Havana deposit (70km north along strike), strike) Extensive anomalous g
Slide 15: Other Key Assets
Other Key y Assets Asset Interest Commodity Stage Location Lady Loretta 25% Pb-Zn-Ag Preproduction Qld, Australia Fe Limited 17% Iron Ore Exploration Midwest, WA Cauldron 18.6% Uranium Exploration Australia/Argentina L i hh dt Leichhardt 100% C Copper O Operations ti Qld Australia Qld, A t li Austra
Slide 16: Value Proposition
Value Proposition p Asset A$ Value Cash $135M Outgoings (dividend & DMC acquisition) $(76)M Cash Receivables / Con notes $92M Equities (mark-to-market) $47M Marampa (100%) $500M? Mayoko y ((80%)) $100M? Sappes (100%) $50M? Australis (100%) ? Pi Pinnacle l (37 (37.2%) 2%) ? Lady Loretta (25%) ? Cape
Slide 17: Attributes: Competent Persons Statement
Attributes Competent Persons Statement The Metallurgical information in this presentation is based on information compiled by GV Ariti who is a Member of The Australasian Institute of Mi i and Mining d Metallurgy. M ll M Ariti Mr. A i i has h sufficient ffi i experience i which hi h is i relevant l
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