Aguia Resources Limited · ASX:AGR
Aguia Resources — Investor Presentation (April 2015)
24 slides from Aguia Resources's investor presentation, Apr 27, 2015
Slide 1: Aguia Resources Limited April 2015
For personal use only April 2015 AGUIA Resources Limited ASX Code: AGR
Slide 2: Disclaimer
DISCLAIMER For personal use only This document has been prepared as a summary only, and does not contain all information about the Company’s assets and liabilities, financial position and performance, profits and losses, prospects and the rights and liabilities attaching to the Company’s securities.
Slide 3: AGUIA: A Brazilian Fertilizer Company
AGUIA: A Brazilian Fertilizer Company Aguia Resources is a fertilizer company focused on For personal use only producing domestic sources of phosphate and potash to supply the booming Brazilian agriculture sector Flagship Rio Grande do Sul phosphate projects in southern Brazil exhibit high quali
Slide 4: 2015 is a Catalyst Year for Aguia
2015 is a Catalyst Year for Aguia For personal use only Milestone ASX Rights Issue ASX Shortfall Placement New management and Board appointments Increased Tres Estradas JORC Resource 130% Upgrade beneficiation results for Tres Estradas May 2015 Southern Brazil phosphate market study by Agroc
Slide 5: Agriculture Sector Depends on Imports
Agriculture Sector Depends on Imports For personal use only Brazil is an agricultural powerhouse globally, but totally reliant on imports of fertilizer World’s fastest growing fertilizer market and third largest agriculture exporter Brazil is 4th largest consumer of fertilizer but only has 4%
Slide 6: Aguia Phosphate in Southern Brazil
Aguia Phosphate in Southern Brazil For personal use only Southern Brazil RIO GRANDE Phosphate Projects 3 southern states of Brazil consume ~1.1 Mt of P2O5 annually with no phosphate mines in the region and none scheduled to be built Well established farming region imports 100% of its phosphate r
Slide 7: Rio Grande Do Sul: Três Estradas
Rio Grande Do Sul: Três Estradas Aguia’s primary focus in 2015 is advancing For personal use only the TRÊS ESTRADAS deposit in Rio Grande do Sul towards production Previous JORC Total JORC compliant Indicated & Inferred Resource resource expanded by 130% in 2015 from 30Mt to 70.1Mt (15.2 Mt Indi
Slide 8: High Grade Oxide Ore At Surface
High Grade Oxide Ore At Surface For personal use only Shallow high-grade oxide at surface Phosphate mineralization at surface Mining method from surface is low-cost and simple: open cut with low strip ratio 8
Slide 9: Low Cost Production Close To Markets
Low Cost Production Close To Markets For personal use only Três Estradas currently has potential capacity to support 350,000 tonnes of single super- phosphate (SPP) annually1 Calcite by-product 600,000 tonnes per annum (market price = $40/t) Estimated OPEX of ~US$150/t of SPP make it a top qua
Slide 10: Rio Grande Do Sul: Joca Tavares
Rio Grande Do Sul: Joca Tavares For personal use only New phosphate discovery Joca Tavares being assessed 40 km east of Três Estradas - high grade optionality for Três Estradas start-up Initial scout auger drilling returned excellent results in carbonatite from surface with grades up to +13% P2O
Slide 11: Rio Grande Do Sul: Cerro Preto
Rio Grande Do Sul: Cerro Preto For personal use only Just west of Joca Tavares, Cerro Preto is a sediment hosted phosphate deposit Cerro Preto mineralisation is black phosphorite beds that outcrop in an area extending some 30km along strike by 5 km wide Includes four layers of marine phosphori
Slide 12: Cerro Preto: Marine Shelf Sequences
Cerro Preto: Marine Shelf Sequences For personal use only Phosphate rock resources occur principally as 5km sedimentary marine phosphorites. 4km 8km Marine shelf sequences host several giant phosphate CERRO deposits around the world, PRETO 5km including Morocco and Northern Africa, Florida, Sout
Slide 13: 2015 on the Path to Production
2015 on the Path to Production For personal use only Q1 2015 Q2 2015 Q3 2015 Q4 2015 Q1 2016 2017 Upgraded SRK issues $1.8 million Beneficiation PEA for Tres capital raise Results Estradas Key 2015 Milestones 145% increase of Market Commence JORC Resource Study from for Tres Estradas Agroconsult con
Slide 14: Logistics Savings For Local Market
Logistics Savings For Local Market For personal use only Southern Brazil’s agriculture sector completely reliant on imports of phosphate Most imported rock is from North Africa with typical logistics costs of between $50-$70/t Aguia will provide sustained logistics advantage for local blenders
Slide 15: Aguia: Capital Structure
Aguia: Capital Structure For personal use only Fully Diluted Equity Ordinary Shares issued 299.09m AGR Performance 2015 YTD Options 22.5m Performance Shares (July 2016) 1.5m Fully Diluted 323.09m Undiluted Market Cap at A$0.05 $14.95m (21 Apr 2015) Fully Diluted Market Cap at A$0.05 $16.15m Cash at
Slide 16: Leadership: Experienced Operators
Leadership: Experienced Operators For personal use only Executive Management Non-Executive Board Justin Reid – Executive Chairman and Managing David Gower – Independent Director Director Over 25 years experience in the minerals industry Geologist and capital markets executive with over including sen
Slide 17: AGUIA: A Brazilian Fertilizer Company
AGUIA: A Brazilian Fertilizer Company Flagship Rio Grande phosphate deposits in southern Brazil exhibit high quality & low cost For personal use only characteristics to become top quartile producer Tres Estradas recently increased JORC compliant Indicated and Inferred resource by 130% from 30Mt
Slide 18: Appendix
For personal use only APPENDIX
Slide 19: Três Estradas JORC Resource
Três Estradas JORC Resource For personal use only 1 SRK Consulting: cut-off grade of 3.0% P2O5) 19
Slide 20: Três Estradas Mineral Resource
Três Estradas Mineral Resource Total JORC compliant Indicated + Inferred resource expanded by 130%, from 30 Mt to 70.1 Mt For personal use only comprising 15.2Mt Indicated & 54.9 Inferred grading 4.20% P2O5 Higher grade oxide zone from surface doubled, now totalling 4 Mt combined Indicated & Inf
Slide 21: Três Estradas: Preliminary Beneficiation
Três Estradas: Preliminary Beneficiation For personal use only Preliminary beneficiation results indicate the potential to produce a commercial concentrate using standard methods and reagents available in the market Metallurgical recoveries up to 58.4% and concentrate grades up to 30.8% P2O51
Slide 22: Asset Portfolio for Future Growth
Asset Portfolio for Future Growth For personal use only Atlantic Potash Adjacent to Brazil’s only operating potash mine – Taquari-Vassouras Mine (Vale), which produces <10% of Brazil’s consumption, with reserves until 2019 AGR controls a large landholding of ~130,000 hectares Excellent infrast
Slide 23: Competent Persons Statement
COMPETENT PERSONS STATEMENT For personal use only Competent Persons Statement The information is extracted from the report entitled Diamond and Reverse Circulation Drilling released on 13 November 2014, Quarterly Report and Appendix 5B released on 31 Oct 2014, Aguia Secures $2m Placement released on
Slide 24: Enquiries
For personal use only Enquiries: Registered Office Head Office Level 10, 131 Macquarie Rua Antonio de Justin Reid, Executive Chairman & Managing Director Street, Albuquerque, 156 jreid@aguiaresources.com.au Sydney, NSW 2000 15º andar - Funcionarios Australia Belo Horizonte – MG, Brazil Catherine Str