Alamos Gold Inc. · TSX:AGI
Alamos Gold — Merger or Acquisition (January 2013)
16 slides from Alamos Gold's merger presentation, Jan 15, 2013
Slide 1: Offer for Aurizon
Filed by Alamos Gold Inc. Pursuant to Rule 425 under the Securities Act of 1933, as amended Subject Company: Aurizon Mines Ltd. Commission File Number: 333-186004 Date: January 15, 2013 Offer January A for14, LAMOS Aurizon GOLD 2013INC.
Slide 2: Disclaimers and Forward-Looking Statements
Forward-Looking Certain promulgated total These efficiencies, results, Exploration sufficient uncertainty resource. Any phrases or actual There cause common with Canadian economic the Alamos assurance forward-looking Disclaimers filed not this This Each resources Petroleum legally does 2authorities
Slide 3: Offer Summary
Premium $4.65 Total Maximum Alamos owns Key Standard Offer Timing 3Ownership Conditions purchase over Summary Price and will cash acquiring legal $4.65 take-over expire 16%) cash or Alamos shareholders 0.2801 conditions price represents component Receipt February ownership owns bid of shares approxi
Slide 4: Compelling Transaction Benefits for Aurizon Shareholders
Benefits Attractive Diversifies Value and Immediate Mulatos Quality transitional Adds Alamos Enhanced Liquidity Exposure 4Compelling those aTransaction much Mulatos shares has plus toAlamos to who capital premium increased Aurizon Aurizon’s year avalue Alamos’ significant needed strong want are for
Slide 5: Benefits to Alamos Shareholders
Benefits Creates in Accretive Enhances 5Responsible Canada) atoleading capital on Alamos transaction key markets per intermediate share for presence metrics Alamos goldincluding (NAV, producer production, increased in stable,cash safe trading flow, mining liquidity resources) jurisdictions and a bro
Slide 6: Aurizon Portfolio Overview
Portfolio Au $605 365 425 492 576 $580 318 128 140 190 415 2013 Alamos Consensus Production Silver Development 29% Source: 62197% With LTProduction 161 164 149 216 Gold price $616 Guidance exception Company Aurizon 285 Overview assumptions: $605 Operating NPV 3% 328 71% (k 1$610 by By-Product of 201
Slide 7: Pro Forma Market Positioning
Pro Market 9.4 10.0 8.0 6.0 4.0 3.5 -E 2.0 1.3 Au P&P M&I 697Inferred 10 28 7820LD8Reserves 9.3 6.0 4.2 2.61 Forma 1013 14 ELD 973 1,081 600 570 818 277 341 AEM 8.8 Reserves AEM 6Resources 2013-2014 $751 $650 $543 ASR $137 Source: 21Assumes With940 472 241 AEM OSK Capitalization $713 $630 $533 RRS R
Slide 8: Pro Forma Alamos Would Be a Unique Producer
Industry Number Pro 24 78 864Aurizon <200 2011 Pro Forma Source: of Sweet Forma Au Alamos Gold 201-300 Spot Producing Bloomberg Production Alamos 2013 301-400 would and (k oz)beCompanies 401+ Metals a uniqueby in Economics Total position Group.Ounces with scale, diversity and a meaningful growth pro
Slide 9: Alamos Track Record of Growth
Alamos Reserves 2P 10 8Measured 1.92 Au 1.58 0.59 2004 Au) 250 $259 $400 2005 Cash 4Reserves (millions) 2.39 Production oz uction (k Prod 2006 $1,200 $1,600 US $Dividend 921Apr $1,111 0.10 0.07 0.05 0.03 Please 150 2$800 200 ‘10$ Track 2.05 1.69 1.93 0.45 50 1.66Inferred 2007 $488 $76 2006&& Margins
Slide 10: Alamos M&A Track Record
M&A Mulatos Acquired Turkey Grew Built 1Alamos 10Please aM&I P&P Track US$2.2Bn management refer for reserves resources Record $10.5MM US$90MM to press Company by ofis by releases Creating 25% disciplined in70% in2003 2010 and onand dated an Raised Significant M&I inferred investment and March resou
Slide 11: Transaction Creates Larger, More Liquid Intermediate Gold Producer
Transaction Creates Two Robust, Larger, Strong Continued 11 producing balance more anear-term leading basis Summary liquid sheet mines for intermediate growth investment awith strong in safe pipeline nodividend hedging jurisdictions gold withproducer increased policy cash flow
Slide 12: Investor Relations Contact
Jo Mira Vice 12 President, Clodman Investor Relations 416.368.9932 x 401 jmclodman@alamosgold.com
Slide 13: Appendix: Supplemental Materials
ALAMOS GOLD Appendix: Supplemental INC. Materials
Slide 14: Casa Berardi Underground Mine
Casa Underground Located The 2012 2013 Capital –and 1Source: $541 $695 $331 159 141 2007A 125 Guidance Au Reserves Tonnes (MM) P&P M&I Inferred 14Total The Infrastructure Produced Resources Production allow 159 137 property Reserves Berardi revised preliminary $537 $399 Resources1 next (g/t) 2008A p
Slide 15: Mulatos Steady Producer
$425 $389 $318 200 179 151 101 2006 Au Mulatos Source: 15 Production 200 180 156 106 $444 $361 $327 2007 2013 203 153 – Steady is a2008 steady 209 based (k2009 oz) Asset producer onCash &2010 management &By-Product Low Cost 2011 at first Cost (US$/oz) 2012quartile Cash guidance. 2013Costs cash Guida
Slide 16: Turkey Path to Production
Turkey Path In and Intends responses expected Very meaningfully Additional –Several Pre-Feasibility Mine Estimated Au Waste-to-Ore LOM Avg. Pre-Production After-tax (US$MM) Kirazli EIA Forestry Q3-2013 operate Operating Construction First 1Assumes 16640k Integrate Evaluate Increase Conduct Q4 Recove