Volt Resources Ltd · ASX:VRC
Volt Resources — Shareholder Meeting (November 2016)
19 slides from Volt Resources's shareholder meeting presentation, Nov 29, 2016
Slide 1: Reflections on a transformational year
Reflections on a transformational year Stephen Hunt, AGM Presentation ASX: VRC Perth, 29 November 2016 1
Slide 2: Disclaimer
Disclaimer The information contained in this confidential document (“Presentation”) has been prepared by Volt Resources Limited (the “Company”). It has not been fully verified and is subject to material updating, revision and further amendment. While the information contained herein has been prepare
Slide 3: Corporate snapshot
Corporate snapshot Capital Structure Shares on Issue 963,240,222 Options and Rights 245,358,898 Share Price (22 Nov 2016) A$0.07 52 week high / low A$0.145 / 0.011 FD Market Cap A$85m Cash (30 Sept 2016) Est A$5m Avg daily volume (shares) 4m (3 mths) Substantial Shareholders Kabunga Holdings (vendor
Slide 4: Board and management
Board and management Senior executive profiles - Minerals marketing specialist with 25 years experience in global roles: 15 yrs at BHP & 10 years as Director of ASX Stephen Hunt listed companies B Bus (Marketing) Executive Chairman AICD - Ex-founding director at graphite focused Magnis Resources - E
Slide 5: Assessing Volt's achievements from three different perspectives
Assessing Volt’s achievements from three different perspectives Project – key milestones achieved People – that make a difference Finance – key to creating future value 5
Slide 6: PROJECT: Largest JORC compliant resource in Tanzania
PROJECT: Largest JORC compliant resource in Tanzania… Namangale Tonnes (mt) Grade (% TGC) Deposit: Oct 2016 May 2016** Oct 2016 May 2016** INFERRED North 263.8 133.4 5.0 5.1 South 14.7 18.4 4.2 5.4 Sub-total 1) 278.5 151.8 INDICATED North 121.7 62.6 5.2 5.1 South 26.0 - 4.5 - Sub-total 2) 147.7 62.6
Slide 7: Compares favourably against east African peers
… that compares favourable against east African peers Measured Indicated Inferred GPX KNL BKT MNS VRC SYR 0 200 400 600 800 1,000 1,200 (Mt) Source: Company data 7
Slide 8: PROJECT: Excellent metallurgical results – high purity
PROJECT: Excellent metallurgical results – high purity… No deleterious elements No toxic chemicals used to extract graphite – just crushing and flotation process Multiple results from Namangale North & South deposits show TGC >99% for all flake sizes 8
Slide 9: Exceptional flake distribution results
…and exceptional flake distribution results Results from Namangale South oxidised ore show flake distribution skewed towards large, jumbo and super jumbo (%) 50 VRC MNS KNL GPX SYR BKT 40 30 20 10 0 Super jumbo Jumbo Large Medium Fine Amorphous Flake distribution - East African natural graphite su
Slide 10: PROJECT: Commercial grade graphite with 99.99% TGC purity
PROJECT: Commercial grade graphite with 99.99% TGC purity Independent German lab confirmed the following properties for Namangale flake concentrate: Pre-purification samples had no deleterious elements Produced commercial grade graphite with 99.99% purity via conventional purification Accept
Slide 11: PROJECT: Secured key stakeholder support
PROJECT: Secured key stakeholder support National government advised and supportive of infrastructure requirements Regional governments in Lindi and Mtwara apprised; no objections to progress TANSROADS and Mtwara Port meetings conducted, with positive feedback Environmental Social Impact Ass
Slide 12: PROJECT: Three MOUs signed for 100k tpa
PROJECT: Most importantly, three MOUs signed for 100k tpa Customer Business description Annual graphite required (t) Optimum Nano One of China’s largest integrated 60,000 lithium-ion battery producer Huzhou Chuangya Large scale anode & electrolyte 20,000 manufacturer Shenzhen Sinuo Specialised anode
Slide 13: PEOPLE: Building a cohesive global team
PEOPLE: Building a cohesive global team… Alwyn Vorster, Non-Executive Director Highly experienced mining executive with 25 years experience A safe pair of hands who provides invaluable input on strategic issues Stephen Brockhurst, Company Secretary Appointed to coincide with HQ relocating
Slide 14: …with considerable depth and experience
…with considerable depth and experience Operations appointments – collectively >100 years mining experience Mark Hoffmann, Project Manager – expediting PFS and BFS Godwin Nyelo, Head of Corporate Affairs – navigating government departments to progress mining licence Chris Davis, Project Engine
Slide 15: FINANCE: Prudent deployment of cash resources
FINANCE: Prudent deployment of cash resources From July 2015 to September 2016: $12.3m raised from placements to investors and options exercised $5.6m cash on hand which is sufficient to mid-2017 15
Slide 16: FINANCE: Aligned with high calibre financial advisers
FINANCE: Aligned with high calibre financial advisers EAS Advisers in NYC, North American adviser Assisted with HK and NYC road shows Introductions to investors and prospective clients in North America Regular contact to discuss strategic issues Canaccord Genuity – global adviser: Mandated t
Slide 17: FINANCE: Near five-fold increase in FD market cap since July 2015
FINANCE: Near five-fold increase in FD market cap since July 2015 Reflects accumulated hard-work & achievements of multiple stakeholders VRC Share Price Chart (since July 2015) 0.15 0.12 0.09 0.06 FD $85m 0.03 0.00 FD $15m 1/6/15 1/9/15 1/12/15 1/3/16 1/6/16 1/9/16 17
Slide 18: Thank you - Q&A
Key takeaway “A structural upcycle has commenced for spherical graphite and, potentially expandable graphite, which VRC is extremely well positioned to capitalise on...” Thank you - Q&A 18
Slide 19: Volt Resources contact details
Volt Resources Telephone: +61 (08) 9481 0389 EOZail: Info@voltresources.com Web: www.voltresources.com 19