NH3 Clean Energy Limited · ASX:NH3

NH3 Clean Energy — Lamboo Resources — Sydney Resources Round Up Conference 2013

31 slides from NH3 Clean Energy's conference presentation, May 2013

  1. Slide 1: An 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.

  2. 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

  3. Slide 3: Corporate Snapshot

    Corporate Snapshot For personal use only Mr Rick Anthon – Non Executive Chairman • Managing Partner – Hemming & Hart – boutique resources focused law firm • Substantial ASX transactional experience, legal adviser to Top Shareholders numerous ASX listed companies Mr Richard Trevillion – MD and CEO •

  4. Slide 4: Graphite: Applications & the Market

    Graphite: Applications & the Market For personal use only 2011 Natural Graphite Mine Production (1.1Mt) Demand for flake graphite has been estimated to increase by up to 11% pa Canada Romania Others driven by smart and green technology. Although China is a North Korea dominant supplier of Brazil nat

  5. Slide 5: Graphite: Applications & the Market

    Graphite: Applications & the Market For personal use only Graphite Properties Highest natural strength of any material Lightest of all reinforcements Corrosion and heat resistant Excellent conductor of heat and electricity Excellent Lubricant Currents Uses Emerging Applications Graphite Carbon Conte

  6. Slide 6: 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

  7. Slide 7: Group Investment Highlights

    Group Investment Highlights For personal use only  ASX graphite focused resource company with potential for substantial flake resources.  Maiden JORC resource of 5.3M tonnes @ 4.91% TGC for 262Kt of contained graphite representing 10% of the Target 1 EM anomaly at the McIntosh Project.  High grad

  8. Slide 8: McIntosh Flake Update

    McIntosh Flake Update For personal use only  McIntosh graphite project showing the 5 main targets.  93 RC and diamond holes completed in 2012 have lead to a JORC resource at Target 1 and pending resource estimations at Targets 2 and 3.  The graphitic schist horizons are hosted by high grade metam

  9. Slide 9: 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

  10. Slide 10: 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 10

  11. Slide 11: Target Drill Hole Sections & Potential Extensions

    McIntosh Flake Graphite: Target 1 Drill Hole Sections & Potential Extensions For personal use only Target 1 - Drill hole sections Target 1 – Extended – HoistEM 3D plot Section 2 4000 m Section 5 500 µm 500 µm 500 µm Open Open 11

  12. Slide 12: Near Surface Graphite Mineralisation at Target 1

    McIntosh Flake Graphite: Near Surface Graphite Mineralisation at Target 1 For personal use only 500 µm 500 µm 500 µm 12

  13. Slide 13: Target Flake Graphite Photomicrographs

    McIntosh Flake Graphite: Target 1 Flake Graphite Photomicrographs For personal use only gr gr gr gr 0.5 mm (500 µm) 1.0 mm bt bt 500 µm Target 1 - Drillhole GRD 84 100.85 m Target 1 - Drillhole GRD 85µm107.35 m 500 (gr – graphite, bt - biotite) (gr – graphite, bt - biotite) 13

  14. Slide 14: Targets and Photomicrographs of flake graphite

    McIntosh Flake Graphite: Targets 2 and 3 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 14

  15. Slide 15: McIntosh Flake Graphite Exploration

    McIntosh Flake Graphite Exploration 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 o

  16. Slide 16: 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

  17. Slide 17: Lamboo South Korea: Geumam Project Resource

    Lamboo South Korea: Geumam Project Resource 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 with 5 Target Ar

  18. Slide 18: Lamboo South Korea: Geumam Project Areas

    Lamboo South Korea: Geumam Project Areas For personal use only  High grade %TGC in Channel Samples at Geumam GRADE Comments PROSPECT INTERVAL (Metres) (%Cg) 20m 18.90 20m 15.20 10m 8.50 10m 8.33 Area C 10m 8.46 10m 11.0 10m 9.15 5m 14.5 5m 8.42 10m 13.0 Previous channel 10m 11.1 sampling used as a

  19. Slide 19: Geumam Project Target Resources

    Lamboo South Korea: Geumam Project Target Resources For personal use only  Exploration Targets at Geumam  Aggregate exploration target(*) of 17 to 28 Mt at a grade of 5 to 10% Cg or TGC for a 1.5 to 2Mt contained graphite close to potential markets (refer Table) Prospect Length Width Depth Est Ton

  20. Slide 20: Lamboo South Korea: Taehwa Project

    Lamboo South Korea: 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

  21. Slide 21: Lamboo South Korea: Samcheok Project

    Lamboo South Korea: 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

  22. Slide 22: Lamboo Asset Overview

    Lamboo 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 depth and up to 70m wide). South Korean Assets Globally recognised flake graphite province (historically world’s seco

  23. Slide 23: 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 A$6m1 A$255m1 C$51.5m1 Main Deposits Geumam (Taehwa & Samcheok) McIntosh Balama Bissett Creek Graphitic Carbon 18.9% TGC 5% - 10.8% TGC 4.4 – 27.5

  24. Slide 24: 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.

  25. Slide 25: 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

  26. Slide 26: 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

  27. Slide 27: Summary

    Summary For personal use only  Core flake graphite WA project at McIntosh 6 months ahead of schedule. Maiden JORC Resource estimated for Target 1 representing 10% of the aerial EM target.  Acquisition of Opirus graphite in South Korea (completed in December 2012) propels Lamboo from early stage ex

  28. Slide 28: 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/

  29. Slide 29: The Future

    For personal use only The Future 29

  30. Slide 30: APPENDICES

    For personal use only APPENDICES 30

  31. Slide 31: 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

Lamboo Resources — Sydney Resources Round Up Conference 2013 on 6ix