NH3 Clean Energy Limited · ASX:NH3
NH3 Clean Energy — Lamboo Resources — Investor Presentation (February 2015)
31 slides from NH3 Clean Energy's investor presentation, February 2015
Slide 1: Lamboo Resources: Pathway to Production and Revenues
Lamboo Resources Pathway to Production and Revenues February 2015
Slide 2: Investment risk and forward-looking statements
Investment in Lamboo Resources Limited (“Lamboo” or the “Company”) 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 director, officer or employee guarantees any particular rate of return o
Slide 3: Summary
Summary DRIVEN BY CUSTOMER material requirements LOGISTICS for market access SUPERB ACCESS TO NICHE TECH markets which are not driven by price sensitivity but function
Slide 4: Corporate Snapshot
Corporate Snapshot Directors Neville Miles – Non-Executive Director / Interim Chairman • COO Invicara • Formerly Senior Manager at Siemens Richard Trevillion – Managing Director / CEO • Formerly a director at CloseBrothers (M&A/ECM/Corporate Finance), London • Formerly a solicitor at Simmons & Simmo
Slide 5: Graphite Facts
... developing high purity flake for new technologies Graphite Facts Types of Graphite | ana be wean . the production of most new technologies HIGH PURITY Q CRYSTAL ? ano FLAKE GRAPHITE HIGH PURITY FLAKE GRAPHITE IS IN VERY LIMITED SUPPLY LAMBOO'S GRAPHITE CONFIRMED AS HIGH PURITY FLAKE ONLY HIGH PU
Slide 6: Graphite Market
yp) LY SOURCE ... developing high purity flake for new technologies Graphite Market GRAPHITE DEMAND A SUPPLY $12 BILLION co: OP MARKE | } GLOBAL GRAPHITE DEMAND ' 60% all aol i= & 3-0 = Wt amart & green technology CHINA CURRENTLY a3 25 == Without smart & green technology PRODUCES ABOUT Qe Z2 20 OQ v
Slide 7: Graphite Facts
. . developing high purity flake for new technologies Graphite Facts FLAKE GRAPHITE PROPERTIES Q et, Strong Pi (o) Graphite Non- Lubricant corrosive Heat Conductive resistant Light WORLDWIDE DEMAND TO INCREASE 80/7 YEARS New Green Technologies driving demand oe Pebble Bed Lithium lon Batteries Nucle
Slide 8: Positioning for Growth Markets
Positioning for Growth Markets • Market for Lithium-ion batteries expected to Grow 4X by 2020. (Source: Renewable Energy World, September 2014) • Number of EV’s in China to surge by 300% by end 2015. (Source: CIMB China EV boom report, May 2014) • EV population in China to grow at 83% pa through to
Slide 9: Lamboo Resources & Technology
LAMBOO RESOURCES & Technology
Slide 10: Lamboo Now
... developing high purity flake for new technologies Lamboo Now LAMBOO RESOURCES & LAMBOO FLAKE GRAPHITE and TECHNOLOGY Lithium-ion Batteries @ PROVEN Australia Resources South Korea Resources epare aa DEEP WATER 2 ONE OF SINS g BIGGEST BUYERS mc DY MOULS — useerasas G Kr) meee avers BATTERY PRODUC
Slide 11: Strategy: McIntosh, Western Australia
Strategy McIntosh, Western Australia • Heritage Clearance Survey planned for Q1 2015 • Environmental Studies and Regulatory Approvals progressing • Resource of 7.13Mt @ 4.73% TGC at Target 1, combined with Exploration Target Estimate of 80 – 127 Mt @ 2.5 – 6.0% TGC to underpin an expanded scoping st
Slide 12: Strategy: Geumam, South Korea
Strategy Geumam, South Korea • Resource upgrade for Area C and Area E due in the Q2 2015 • Scoping Study due in Q2 2015 • Mining Licence already in place. Marketing • Currently 2 binding off-take agreements • Further commercial agreements being negotiated • Marketing strategy for flake graphite prod
Slide 13: Expected News Flow
Expected News Flow McIntosh, Western Australia • McIntosh Expanded Scoping Study Q1 2015 • McIntosh Mining Licence Application Q2 2015 • Update on Heritage and Environmental Studies Q2 2015 Geumam, South Korea • Korea Project Update Q1 2015 • Resource Upgrade for Area C and Area E Q2 2015 • Geumam S
Slide 14: McIntosh Flake Graphite Project
McIntosh Flake Graphite Project o JORC 2012 compliant resource of 7.13Mt @ 4.73% TGC o 12 High Priority Targets identified by VTEM Supermax Survey o Exploration Target Estimate of 80 – 127 Mt @ 2.5 – 6.0% TGC across 7 Target areas
Slide 15: McIntosh Target 1
McIntosh Target 1 o JORC 2012 compliant resource of 7.13Mt @ 4.73% TGC o Resource comprises approximately 20% of the strike length potential o Strong conductance values of >300S from VTEM survey
Slide 16: McIntosh Target 5
McIntosh Target 5 o Exploration Target Estimate of 4 – 6 Mt @ 3.0 – 6.0% TGC o Strike length potential in excess of 1 kilometre o Thickening of the graphitic schist unit associated with regional folding o Largest flake size of 500μm (jumbo flake) recorded at Target 5
Slide 17: McIntosh Target 6
McIntosh Target 6 o Exploration Target Estimate of 18 – 25 Mt @ 3.0 – 5.5% TGC o Strike length potential in excess of 1.5 kilometres o Highest grades to date (18.10%TGC) with jumbo flake recorded o Outcropping graphitic schist with thickening of the graphitic schist unit associated with regional fol
Slide 18: McIntosh Target 3
McIntosh Target 3 o Exploration Target Estimate of 30 – 42 Mt @ 2.5 – 4.5% TGC o Strike length potential in excess of 3 kilometres o Strong conductance values of >300S from VTEM survey o Thickening of the graphitic schist unit associated with regional folding
Slide 19: McIntosh Target 4
McIntosh Target 4 o Exploration Target Estimate of 5 – 8 Mt @ 2.5 – 4.5% TGC o Strike length potential in excess of 2 kilometres o Very high conductance levels at >750S from VTEM Survey o Strong potential for Copper / Nickel mineralisation (see figure above) o Significant historical soil geochemistr
Slide 20: McIntosh Target 10
McIntosh Target 10 o Exploration Target Estimate 15 -25 Mt @ 3.0 – 6.0% TGC o Strike length potential in excess of 2 kilometres o High conductance levels between 200S and +700S o Well suited to open pit operation
Slide 21: McIntosh Target 11
McIntosh Target 11 o Exploration Target Estimate of 3 – 6 Mt @ 3.0 – 5.5% TGC o Strike length potential in excess of 800 metres o High conductance levels in excess of >500S o Alongside existing haul road only 19 km from the Great Northern Hwy
Slide 22: McIntosh Exploration
McIntosh Exploration o Additional EM anomalies at the Black Rock and Panton projects add an additional 35 km of strike. o Total of 50 km strike length potential for flake graphite at the combined McIntosh tenement package.
Slide 23: McIntosh Metallurgy
McIntosh Metallurgy Target 1 rock chip sample (382802mE ; 8047962mN) Target 5 RC drill hole sample (T5GRC117 6m - 7m) Target 6 RC drill hole sample (T6GRC93 74m - 76m) Target 6 RC drill hole sample (T6GRC159 93m - 96m)
Slide 24: McIntosh Metallurgy
McIntosh Metallurgy Scanning Electron Microscopy McIntosh Flake v Market Leaders Synthetic Flake McIntosh Flake Graphite Competitors Synthetic Flake Graphite Concentrate – Target 6 Concentrate (90.1% TGC) (90.5% TGC)
Slide 25: McIntosh Timetable
McIntosh Timetable Status Start Finish McIntosh VTEM Supermax Survey Sept 14 Oct 14 VTEM Supermax Survey 3D interpretation - SGC Nov 14 Jan 15 Exploration Target Estimates – CSA Global Jan 15 Feb 15 Expanded Scoping Study – CSA Global Feb 15 March 15 Resource Drilling at Targets 5 and 6 (20 –
Slide 26: South Korea Assets
South Korea Assets Geumam • Indicated / Inferred resource of 5.5Mt @ 5.4% Cg for 296,000t contained graphite. • Diamond drilling completed returning thick intersections expected to add significantly to the resource base. • Close proximity to major customers within South Korea. Taewha • Inferred reso
Slide 27: Geumam Timetable
Geumam Timetable Status Start Finish Phase 1 Drilling Program Oct 13 Nov 13 Phase 2 Drilling Program Mar 14 Aug 14 Maiden Resource Estimate at Area B June 14 Aug 14 Maiden Resource Estimate at Area C and Area E Feb 15 Apr 15 Geumam Scoping Study Mar 15 May 15
Slide 28: Lamboo's Partners
Lamboo’s Partners • LAMBOO One of a small number of global graphite juniors with more than 1 commercial deal, a number that’s likely to increase • CHINA SCIENCES HENGDA GRAPHITE COMPANY (CSH) Is a leading processor of flake graphite who have successfully processed LMB’s flake producing a high purity
Slide 29: Conclusion
Conclusion OPERATIONAL FOCUS on reaching near term production POSITIONED to meet the market demands of the LITHIUM ION BATTERY AND TECHNOLOGY markets DEVELOPING CAPABILITIES in new markets such as solid state materials and graphene
Slide 30: Corporate Information & Contacts
Corporate Information & Contacts LAMBOO RESOURCES LIMITED CEO ABN 27 099 098 192 Richard Trevillion ASX: LMB 0412 307 807 [email protected] CORPORATE OFFICE Level 6, 344 Queen Street HEAD OF OPERATIONS Brisbane QLD 4000 Tony Cormack 0427 349 451 OPERATIONS OFFICE [email protected] U
Slide 31: Competent Persons Statements – Western Australia
Competent Persons Statements – Western Australia Information in this “Company Presentation” relating to Exploration Results and geological data at the McIntosh Project has been compiled by the Head of Operations at Lamboo Resources Ltd, Mr. Anthony (Tony) Cormack who is a Member of the Australasian
Lamboo Resources — Investor Presentation (February 2015) on 6ix