Tanami Gold Nl · ASX:TAM
Tanami Gold Nl — Non-Deal Roadshow (May 2010)
30 slides from Tanami Gold Nl's roadshow presentation, Jun 8, 2010
Slide 1: Production, Performance, Potential – International Roadshow
For personal use only ASX:TAM ABN 51 000 617 176 Production, Performance, Potential… INTERNATIONAL Building a 200,000oz per annum Australian gold producer ROADSHOW May 2010
Slide 2: Disclaimer & Competent Person's Statement
Disclaimer & Competent Person’s Statement Disclaimer & Forward-Looking Statements For personal use only Certain statements contained in this presentation, including information as to the future financial or operating performance of Tanami Gold NL and its projects, are forward-looking statements. S
Slide 3: Corporate
For personal use only Corporate Item Value Share Price 4.8 cents1 Shares Outstanding 3.54 billion Market Capitalisation $170.0 million Cash and cash equivalents $9.8 million2 Debt $52.5 million2 Enterprise Value $212.5 million2 Note 1 - Share price at 6 May 2010 Note 2 - As at 31 March 2010 The Tana
Slide 4: A Snapshot...
A Snapshot... Past Achievements Forward Programme For personal use only Develop and construct the 250K tpa Increase treatment capacity to +2M tpa Western Tanami treatment plant [combined Western and Central Tanami] Completed A$22M acquisition of Central Tanami Gold Project from Newmont Commission 2n
Slide 5: Directors and Senior Management
Directors and Senior Management Directors For personal use only Denis Waddell - Chairman / Non-Executive Director Company Founder Corporate, Finance, Governance Graeme Sloan - Managing Director/CEO Executive Director Corporate, Mining, Business Alan Senior - Non-Executive Director Engineering, Gover
Slide 6: Tanami Gold NL - Key Assets
Tanami Gold NL - Key Assets Western Tanami Operations (100% owned) For personal use only Central Tanami Project (100% owned) Strategic Alliance with ABM Resources NL (22%) 5000 km2 exploration portfolio with +35 advanced exploration prospects The Tanami Trio – Immediate cash flow, substantia
Slide 7: Western Tanami Operations
For personal use only Western Tanami Operations Forecast gold production 2010-11 ~50,000oz pa Open pit and underground operations Current surface ore stockpile +100,000 tonnes [~10,000ozs] Measured Resource Proposed upgrade of treatment plant [250Ktpa - 600Ktpa] 422,000oz Resources 5.3g/t
Slide 8: Western Tanami – Coyote Operations
For personal use only Western Tanami – Coyote Operations Direction of Plunge The Tanami Trio – Immediate cash flow, substantial production growth, outstanding exploration potential 8
Slide 9: Coyote – Schematic Long Section
Coyote – Schematic Long Section High-grade mine with outstanding growth potential For personal use only Indicated and Inferred Resources of 629,000 tonnes @ 12.2g/t Au for 246,000oz (30 June 2009) 1 Note 1: Refer to Slide 28 for Resource categorisation The Tanami Trio – Immediate cash flow, subs
Slide 10: Coyote – Schematic Long Section
Coyote – Schematic Long Section A high-grade mine with outstanding growth potential For personal use only The Tanami Trio – Immediate cash flow, substantial production growth, outstanding exploration potential 10
Slide 11: Coyote – Schematic Long Section
Coyote – Schematic Long Section A high-grade mine with outstanding growth potential For personal use only The Tanami Trio – Immediate cash flow, substantial production growth, outstanding exploration potential 11
Slide 12: Western Tanami - Bald Hill Operations
For personal use only Western Tanami - Bald Hill Operations 35km north of Western Tanami treatment plant Two open pits – Sandpiper and Kookaburra Staged approach to mining Excellent grade-tonnage reconciliation Recent exploration success highlights underground potential The Tanami Trio – I
Slide 13: Bald Hill - Sandpiper Open Pit
Bald Hill - Sandpiper Open Pit Current Indicated and For personal use only Inferred Resource: 792,000t @ 3.4g/t Au for 88,000ozs 1 Recent drilling strengthens resource potential below open pit: 15.1m @ 6.1g/t Au incl 8.8m @ 9.6g/t 5.0m @ 7.3g/t Au 11.0m @ 4.9g/t Au incl 0.8m @ 34.2g/t 4.6m @ 4.8
Slide 14: Western Tanami Operations Quarterly Production-Cost Data
For personal use only Western Tanami Operations Qtr Tonnes Grade g/t Ounces Recovery Cash Cost Treated Per oz Sep-09 72,138 5.5 12,821 97.3 $660 Dec-09 49,465 7.6 11,783 96.9 $746 Mar-10 50,583 6.7 10,456 96.1 $672 TOTAL 172,186 6.5 35,061 96.8 $691 Summary Western Tanami Operations YTD Quarterly Pr
Slide 15: Central Tanami Project
For personal use only Central Tanami Project Acquired from Newmont for $22M Purchase price $43/oz [now $21/oz] no value assigned to treatment plant / infrastructure / exploration Acquisition includes: 516,000oz Resource (2001) 1 1.2Mtpa treatment plant and extensive infrastructure ~ 2,00
Slide 16: Hurricane-Repulse
For personal use only Hurricane-Repulse The Tanami Trio – Immediate cash flow, substantial production growth, outstanding exploration potential 16
Slide 17: Hurricane-Repulse
For personal use only Hurricane-Repulse The Tanami Trio – Immediate cash flow, substantial production growth, outstanding exploration potential 17
Slide 18: Carbine
For personal use only Carbine The Tanami Trio – Immediate cash flow, substantial production growth, outstanding exploration potential 18
Slide 19: Carbine Long Section
For personal use only Carbine Long Section The Tanami Trio – Immediate cash flow, substantial production growth, outstanding exploration potential 19
Slide 20: Groundrush Open Pit
For personal use only Groundrush Open Pit The Tanami Trio – Immediate cash flow, substantial production growth, outstanding exploration potential 20
Slide 21: Groundrush Long Section
For personal use only Groundrush Long Section The Tanami Trio – Immediate cash flow, substantial production growth, outstanding exploration potential 21
Slide 22: Central Tanami Resource Upgrade as at May 2010
Central Tanami Resource Upgrade as at May 2010 For personal use only Measured Indicated Inferred Total Deposit Grade Grade Ounces Tonnes Grade (g/t) Tonnes Tonnes Grade (g/t) Tonnes (g/t) (g/t) MLS153 578,000 2.3 744,000 2.2 441,000 3.9 1,763,000 2.7 151,000 MLS167 2,369,000 3.2 2,004,000 4.0 640,00
Slide 23: Central Tanami Proposed Development Schedule
Central Tanami Proposed Development Schedule For personal use only The Tanami Trio – Immediate cash flow, substantial production growth, outstanding exploration potential 23
Slide 24: ASX Gold Producers Comparison
ASX Gold Producers Comparison Tanami growing into a new league of Australian gold producers For personal use only Expanding from 50,000ozpa to 200,000ozpa over 2 years The Tanami Trio – Immediate cash flow, substantial production growth, outstanding exploration potential 24
Slide 25: Road Map Going Forward
Road Map Going Forward RECENT ACHIEVEMENTS 12 MONTHS 24 MONTHS For personal use only CORPORATE ABM Strategic Exploration Alliance Address funding requirement to meet capital Maximise production profitability programme and repay debt Central Tanami acquisition Consolidate Tanami Region Review share s
Slide 26: Summary ... realising our potential
For personal use only Summary ... realising our potential Target to become a leading mid-tier gold producer and dominant player in Australia: Experienced Board and dedicated management team Unhedged growing gold production – 50,000ozs pa targeting 200,000oz pa Unmatched exploration potential w
Slide 27: Any Questions?
For personal use only ASX:TAM ANY QUESTIONS? Production, Performance, Potential… Building a 200,000oz per annum Australian gold producer The Tanami Trio – Immediate cash flow, substantial production growth, outstanding exploration potential May 2010
Slide 28: Western Tanami Resources as at June 2009
For personal use only Western Tanami Resources as at June 2009 Indicated Inferred Total Deposit Ounces Tonnes Grade (g/t) Tonnes Grade (g/t) Tonnes Grade (g/t) Coyote 355,000 15.5 274,000 7.9 629,000 12.2 246,000 Sandpiper 321,000 3.7 471,000 3.3 792,000 3.4 88,000 Kookaburra 668,000 2.7 343,000 2.2
Slide 29: Central Tanami Resources as at October 2001
Central Tanami Resources as at October 2001 Measured Indicated Inferred Total For personal use only Deposit Grade Grade Ounces Tonnes Grade (g/t) Tonnes Tonnes Grade (g/t) Tonnes (g/t) (g/t) Dogbolter Area 366,000 3.8 151,000 3.5 6,000 2.4 523,000 3.7 62,000 Redback Area 615,000 3.4 578,000 5.4 110,
Slide 30: Central Tanami Resources as at May 2010
Central Tanami Resources as at May 2010 Measured Indicated Inferred Total Deposit Grade Grade Ounces Tonnes Grade (g/t) Tonnes Tonnes Grade (g/t) Tonnes For personal use only (g/t) (g/t) MLS153 578,000 2.3 744,000 2.2 441,000 3.9 1,763,000 2.7 151,000 MLS167 2,369,000 3.2 2,004,000 4.0 640,000 3.7 5