Zenith Minerals Limited · ASX:ZNC
Zenith Minerals — Investor Presentation (May 2018)
21 slides from Zenith Minerals's investor presentation, May 22, 2018
Slide 1: Investor Presentations Melbourne & Sydney - May 2018
For personal use only Investor Presentations Melbourne & Sydney - May 2018 Drilling at Burro Creek
Slide 2: Disclaimer
Disclaimer For personal use only Forward looking statements Some statements in this presentation regarding estimates or future events are forward looking statements. They involve risk and uncertainties that could cause actual results to differ from estimated results. Forward-looking statements inclu
Slide 3: Corporate Structure
Corporate Structure For personal use only ZNC Share Price Capital Structure – ASX: ZNC Share Price (at 18th May 2018) $0.18 Source: CommSec.com.au Shares on Issue - ZNC fully paid ordinary 213m Market Capitalisation $38m Cash (31st Mar 2018) $2.9m Major Shareholders HSBC Custody. Nom 12.8% ASX:ZNC C
Slide 4: Board & Management
Board & Management History of technical & commercial success For personal use only Mike Joyce – Non-Executive Chairman Geologist, substantial prior experience at Aberfoyle Giralia Resources Resources Ltd (1980-98) then MD at Giralia Resources NL Historic Share Price Chart (1998-2011 - $828m takeover
Slide 5: Key Projects - 2018
Key Projects - 2018 TURKEY USA/MEXICO For personal use only AUSTRALIA Gold Lithium Kavaklitepe JV (Turkey) ZNC 30%. New discovery: USA / Mexico JV (90%) – Five 16m @ 4.7g/t Au and 9m @ lithium projects (brines, 5.2g/t Au* pegmatite & clay) fully funded by Bradda Head/Jim Mellon Cobalt Refer to map o
Slide 6: Split Rocks - Lithium
Ownership: 100% Location: WA Split Rocks Commodity: Li, Co & Gold Stage: Prospects For personal use only Lithium 100% owned, over ~500 km2; Zenith major landholder in new lithium province close to KDR/SQM – Earl Grey lithium discovery; Maiden drill program in Apr 2018 intersected 2 shallow dipping p
Slide 7: Split Rocks - Lithium soil anomalies
Ownership: 100% Location: WA Split Rocks Commodity: Li, Co & Gold Stage: Prospects For personal use only Lithium First pass surface samples to date covering less than 10% of the Company’s tenements, defined 4 large, coherent zones of anomalous lithium, caesium and rubidium surrounding granite bodies
Slide 8: Split Rocks - Cobalt
Ownership: 100% Location: WA Split Rocks Commodity: Li, Co & Gold Stage: Prospects For personal use only Cobalt Cobalt drilling 2kms of untested potential – late May 2018 Results refer to ASX Release 27th April 2018 8
Slide 9: Split Rocks - Gold
Ownership: 100% Location: WA Split Rocks Commodity: Li, Co & Gold Stage: Prospects For personal use only Gold Cross Section Aircore drilling >750m long target zone & RC testing down dip of shallow aircore results – late May 2018 Plan Results refer to ASX Release 27th April 2018 9
Slide 10: USA - Mexican Lithium JV
USA – Mexican Lithium JV For personal use only • All 5 projects included in deal with UK billionaire Jim Mellon’s Bradda Head Ltd* • Received US$500,000 (~A$660,000) cash • Zenith carried for US$5 million (A$6.6 million) expenditure over 3 years by Bradda Head to earn 55% project interest, one off r
Slide 11: Burro Creek Lithium
Bradda Head Ltd (Jim Mellon) Burro Creek Lithium initial 55% Location: USA Commodity: Lithium Stage: Prospects For personal use only Large scale lithium clay target under exclusive TSX:LAC - $C720M mkt cap option in Arizona, USA Very encouraging initial metallurgical testwork# Rhyolite Ridge – South
Slide 12: Zacatecas - Mexico
Bradda Head Ltd (Jim Mellon) Zacatecas - Mexico initial 55% Location: Mexico Commodity: Lithium Stage: Prospects For personal use only • Emerging lithium brine district in central Mexico • Surface sampling by Zenith 5km x 2km anomaly up to 1046ppm lithium* • Brines to 2.1% lithium reported from sola
Slide 13: Kavaklitepe - Turkey
Location: Turkey Kavaklitepe Commodity: Gold Stage: Drilling For personal use only Joint Venture with Turkish affiliate of Teck 70%, ~30km south west of major new 3Moz gold discovery at Sogut (Koza) A A A’ A A’ Kuzey Zone Holes KT-01 to KT-05* Flat lying, near surface oxide mineralisation; KT-02 9.0
Slide 14: Exposure to Exciting Portfolio
Exposure to Exciting Portfolio For personal use only Cardinals Tate River Gold Copper - Zinc Option – Trenching 5m @ 3.9g/t Au* Mt Alexander - Magnetite Iron Develin Creek Earaheedy High- JORC Resource Grade Manganese Copper-Zinc Earaheedy Zinc – Red Mountain option to ASX:RTR Large Silver – Gold An
Slide 15: News Flow & Catalysts 2018
News Flow & Catalysts 2018 May Jun Jul For personal use only USA/Mexico Lithium – Jim Mellon/Bradda Head JV • Burro Creek – drilling completed – assays awaited • Mexican brine project – geophysics late May • New brine projects from generative study Split Rocks • Lithium pegmatite RC & RAB drilling •
Slide 16: Contact Details
Contact Details For more information: Media and Broker Enquiries: For personal use only Mick Clifford Andrew Rowell Managing Director Cannings Purple E: mick@zenithminerals.com.au E: arowell@canningspurple.com.au Registered office: Postal address: Level 2, 33 Ord St PO Box 1426 West Perth West Perth
Slide 17: Supporting Information
Supporting Information For personal use only 17
Slide 18: EV's - Evolving Fast
EV’s - Evolving Fast For personal use only Chinese manufacturer BYD (8.25% Source: www.fleetcarma.com owned by Berkshire Hathaway) is the world’s largest EV company and battery manufacturer. Source: BMO 20 Feb 2018 Jaguar Land Rover ….all new models from 2020 will be fully electric or hybrid, a year
Slide 19: Battery Adoption
Battery Adoption For personal use only Source: www.ktmfreeride-e.com/en KTM Freeride E-XC 2018 Source epiroc.com October 12, 2017 Source: www.theguardian.com Atlas Copco will continue to support all customers who rely on diesel-driven equipment but the decision to completely advance beyond diesel is
Slide 20: Lithium Battery - Chemistry
Lithium Battery - Chemistry For personal use only C a A Metallic cathode ↔ Lithium ions ↔ Graphite anode t n h o (Cobalt / nickel, o d Lithium Graphite Manganese / iron, d e e phosphate / aluminium) Graphite anodes but lithium battery chemistry named after the cathode. LCO Lithium Cobalt Battery - e
Slide 21: Lithium Battery - Economics
Lithium Battery - Economics Battery Metal Content by Weight (g) per kWh For personal use only Lithium in Batteries 12g Cell Phone (LCO) 58g Laptop (LCO) 2kg E-bike (NMC) 10kg PHEV (NCA/LFP/NMC) Battery Metal Content by $Value (85kwh EV battery equivalent size) Lithium and 52kg EV (NCA/LFP/NMC) Cobal