Gullewa Limited · ASX:GUL
Gullewa — Shareholder Meeting (November 2011)
19 slides from Gullewa's shareholder meeting presentation, Nov 30, 2011
Slide 1: Gullewa Limited Annual General Meeting Corporate Update
GULLEWA LIMITED ANNUAL GENERAL MEETING CORPORATE UPDATE – 30 NOVEMBER, 2011
Slide 2: Disclaimer
Disclaimer STATEMENTS CONTAINED IN THIS MATERIAL, PARTICULARLY THOSE REGARDING POSSIBLE OR ASSUMED FUTURE PERFORMANCE, PRODUCTION LEVELS OR RATES, METAL PRICES, RESOURCES OR POTENTIAL GROWTH OF CENTRAL IRON LTD, INDUSTRY GROWTH OR OTHER TREND PROJECTIONS ARE, OR MAY BE, FORWARD LOOKING STATEMENTS. S
Slide 3: Agenda – Central Iron Ore
Agenda – Central Iron Ore — Corporate Summary — Summary of last 12 months — Transition Phase — Integration Phase — Growth & Funding Phase — Gullewa Limited Investment — Project Review
Slide 4: Company Summary
Company Summary Central Iron Ore Limited — Currently listed on the TSX‐Venture Exchange (CIO) — Is an exploration and development company — Gold Prospects —Eureka Gold Project —South Darlot Gold Project — Yilgarn Iron Ore Project —Perinvale South Iron Ore Hub —Windarling Iron Ore Hub —Diemals Iron O
Slide 5: CIO Project Locations
Central ‘ae Iron Ore r f . Kununurra ® Project Location Plan = * Port Hedland WESTERN AUSTRALIA Project Location Major City/Town Major Road Railway
Slide 6: Corporate Structure
CORPORATE STRUCTURE As at 17 November, 2011 — Capital — 72.71 m common shares — 2.015 m Board/Insider options — 22.91 m warrants — Market capitalisation (TSX.V:CIO closing price @ 17 Nov 2011) — @ C$0.085 = C$6.2million — Top shareholders – Brooklyn Bay Pty Ltd 26,250,000 (36.1%) – Pinetree Resource
Slide 7: Board & Management
BOARD & MANAGEMENT • RICHARD HOMSANY ‐ CHAIRMAN — Experienced corporate lawyer — Corporate & senior management roles • BRETT HODGINS – PRESIDENT & CHIEF EXECUTIVE OFFICER — Experienced iron ore geologist with 15 years experience — Senior management & technical roles • TONY HOWLAND‐ROSE – DIRECTOR —
Slide 8: Financial Summary
Financial Summary Sept 2011 June 2011 June 2010 Cash $2.80m $3.10m $0.20m Current Liabilities $0.32m $0.32m $1.34m Price Share $0.085 $0.13 $0.075 Market Cap $6.20m $9.40m $1.5m
Slide 9: Transition Phase
Transition Phase — Tranche 1 and Tranche 2 Investments into CIO — 2 board seats — Richard Homsany — Brett Hodgins — Strategic review of assets
Slide 10: Transition Phase
Transition Phase — Tranche 1 and Tranche 2 Investments into CIO — 2 board seats — Richard Homsany — Brett Hodgins — Strategic review of assets
Slide 11: Integration Phase
Integration Phase — Payed Liabilities to creditors — Restructured board — Restructured management — Iron ore infrastructure hubs created — Expansion of South Darlot gold project — Farm‐in agreement with Barrick
Slide 12: Growth and Funding Phase
Growth and Funding Phase — C$4.0m Private Placement @ C$0.20 with C$0.30 1 for 2 warrants — Board and Management expansion — Tony Howland‐Rose — Graham Hurwitz — $15m Iron ore farm‐out agreement with Pacific Ore Limited — Perinvale North Iron Ore Hub — Commencement of exploration activity on Perinva
Slide 13: Investment Status
Investment Status Capital Raisings Shares Warrant C$0.10 Warrant C$0.30 GUL Ownership Tranche 1 2,500,000 2,500,000 10.0% Tranche 1 22,500,000 4,500,000 48.3% Private Placement 1,250,000 625,000 36.1% TOTAL 26,250,000 7,000,000 625,000 36.1% — Gullewa Limited has invested AUD$1,875,000 for 36.1% of
Slide 14: CIO Project Locations
Central ‘ae Iron Ore r f . Kununurra ® Project Location Plan = * Port Hedland WESTERN AUSTRALIA Project Location Major City/Town Major Road Railway
Slide 15: Yilgarn Iron Ore Project
Central Iron Ore igarn Iron Ore Hubs 7 ilconoratay. WESTERN AUSTRALIA “reppo Grande +, SEs 0 aa FiLeonora <j H ¢ A al > Gelasaate Project Location z 3) Port 2 ‘ Solyanoun ng Major City/Town Major Road Railway ie yi 't : Q pate ———
Slide 16: Perinvale South Project
Figure 7: Magnetic image with the Perrinvale South (E30/415) Arca Central Iron Ore Perinvale South Iron Ore Hub
Slide 17: South Darlot Gold Project
South Darlot Gold Project 320000mE Central G Central Gold Project Location Plan South Darlot Gold Project WESTERN AUSTRALIA Eureka Gold Project e Kalgoorlie Barrick JV Tenement Gold Occurrence Homestead Road 2 Track Project Location -) River Major City/Town, = Lake Major Road y Natural Vegetation Ra
Slide 18: Eureka Gold Project
Eureka.Gold Project (( Central o Central Gold Project Location Plan = Eureka Gold Project Eureka Gold Project Eureka Gold Project e Kalgoorlie ClO Tenement Gold Occurrence Homestead Road Track iver Project Location Major City/Town Major Road Railway Lake Natural Vegetation Cc Iron Ore
Slide 19: Business Plan
Business Plan — Continual improvement of Corporate systems and synergies — Yilgarn Iron Ore Project — Focused on Perinvale South Iron Ore Hub exploration program — Continuing to look for opportunities and tenement expansion in region — South Darlot Gold Project — Continue exploration spend towards t