Niobay Metals Inc. · TSXV:NBY
Niobay Metals — Investor Presentation (October 2016)
22 slides from Niobay Metals's investor presentation, October 2016
Slide 1: James Bay Niobium Project
‘’developing a most critical metal’’ JAMES BAY NIOBIUM PROJECT October 2016
Slide 2: Forward Looking Statements
Forward Looking Statements 2 This presentation contains certain “forward-looking statements”, including, but not limited to, the statements regarding the Company’s strategic plans, its anticipated benefits and the use of proceeds resulting thereof, in particular, future financial results, production
Slide 3: Management & Board of Directors
Management & Board of Directors 3 Claude Dufresne, P. Eng – President & CEO Mr. Dufresne is recognized worldwide for his expertise in the niobium market. He was responsible for the sales and marketing of ferro-niobium produced by the Niobec mine for 13 years. He founded Camet Metallurgy Inc. in 2007
Slide 4: Company profile
Company profile 4 Mineral exploration company listed on TSX-V : NBY Developing one of the world’s most critical metals: Niobium Recently acquired the James Bay Niobium Project located in Ontario, Canada Capital Structure: Shares outstanding 31,141,501 Warrants 500,000 Options 1,126,800 Share
Slide 5: Ferro-Niobium Market
FERRO-NIOBIUM MARKET Critical alloy for added value steel
Slide 6: End-Uses
End-Uses 6 Applications Advantages Intensity of use Pipeline Superior performance to withstand Low intensity of use in China and India higher pressure and bigger volumes and indicates a strong growth potential. longer distances g FeNb / t acier Structure Larger and lighter structures at lower cost a
Slide 7: Global Supply
Global Supply 7 3 Producers Sharing the World Demand for Over 40 Years Key end-markets rely 100% on imports Niobec Asian companies are taking position to 8% secure supply Artisanal mining, by-product mining and recycling ~ +2% Araxa 80% Catalao 11% Source: Camet Metallurgy Inc
Slide 8: Global Supply
Global Supply 8 3 Producers Sharing World Demand for Over 40 Years CBMM Catalao Niobec CBMM (70%) Ownership Japanese & Korean Consortium (15%) Anglo American Magris Resources Chinese Consortium (15%) Location Brazil Brazil Quebec Deposit Type Carbonatite Carbonatite Carbonatite 1 Resource (Mt) +800
Slide 9: Historical FeNb Price
Historical FeNb Price 9 FeNb Prices Remained Stable in Local Currencies over the Last 2 Years while the Strong USD Pushed the Overall Price (labelled in USD) Down $50 USD/kg Nb $45 $40 $35 $30 Between 2006 and 2008, the price of ferroniobium US dollar strength towards the Yen, increased to address w
Slide 10: Demand by Region
Demand by Region 10 Europe & CIS Japan North America South China Korea India Africa & Middle East South America 2016 projected : 83 500 t FeNb 2020 projected : 103 000 t FeNb Note: About 2,000 t are not including in the picture (other Asia & Australia) Source: Camet Metallurgy Inc
Slide 11: Recent M&A Activities
Recent M&A Activities 11 2011-2012 : 30% for $US 3,9B 2014 : Niobec mine $US 500M ; 5.6 x EBITDA 2016 : Catalao + Phosphate mine $US 1.5B ; 10.3 x EBITDA Source: Bloomberg
Slide 12: James Bay Niobium Project
JAMES BAY NIOBIUM PROJECT Development of a dormant niobium resource
Slide 13: James Bay Niobium Acquisition
James Bay Niobium Acquisition 13 Closed on June 22, 2016 Sellers Barrick Inc (60%) James Bay Columbium (32%) – private Co Goldcorp (8%) Terms of Acquisition Acquisition of 100% of the property (includes a mining lease) Payment of 5,000,000 shares (valued at 350,000 CAD). Payment of
Slide 14: James Bay Niobium's History
James Bay Niobium’s History 14 Discovered in 1966 by Consolidated Morrison Explorations Geophysics, geochemistry and drilling. 47,800 feet of drilling at an average depth of 170m in 85 holes Historical estimate of 62Mt @ 0.52% Nb2O5 Major exploration work carried in 1968 & 1969 Explorati
Slide 15: Location
Location 15 Rail (ONR) James Bay Renison Niobium station Detour Gold James Bay Niobium Winter road Approx. 40 km from: Moosonee Rail 20 km Power station Winter road James Bay Lowlands, Ontario, Canada
Slide 16: James Bay Niobium Deposit
James Bay Niobium Deposit 16 Niobium-bearing carbonatite Niobium-bearing mineral is pyrochlore; about 1% of the rock 700 m long by 180m wide 14,000m drilling at maximum depth of 275m in 85 holes. Overlay of 32m of till & flat-lying Paleozoic sandstone-mudstone Historical Estimate of 62Mt
Slide 17: Surface Plan
Surface Plan 17 SECTION 8N SECTION 00 0.3-0.5% Nb2O5 0.5-0.9% Nb2O5 Inside red dash line: 62 M tonnes @ 0.52% Nb2O5 Unit 6 (red): High-grade zone 0.5-0.9% Nb2O5 Unit 5 (orange): Medium-grade zone 0.3-0.5% Nb2O5 Niobay Metals has not yet undertaken the work necessary to verify or classify those
Slide 18: Historical Drill Holes
Historical Drill Holes 100 150 200 250m NioBa METALS
Slide 19: Cross Section
Section 00 19 0.3-0.5% Nb2O5 0.5-0.9% Nb2O5 Niobay Metals has not yet undertaken the work necessary to verify or classify those historical estimates. Economic studies completed in the 1960s do not mean the James Bay Niobium deposit would be found to be economic today. Niobay Metals is not treating t
Slide 20: Logistics
Logistics 20 Golder & Associates Proposed 4 road scenarios South Roads Cost of the 180km road to be shared. North Roads #1 – 28 km #2 – 35 km Powerline 38 km of 25kVA from Renison sub-station
Slide 21: 2016-2017 Work Program
2016-2017 Work Program 21 Estimated costs Initiate relations with First Nations Resource Estimation Collect and review historical data ≈ 1 M$ Relog and analyse historical drilling data Core shack cleaning (located in Moosonee) Establish new drilling needs considering the 14,000m historic
Slide 22: Developing a most critical metal
‘’developing a most critical metal’’ Claude Dufresne 1693 St-Patrick Street, President & CEO Suite 106, Montreal (Quebec), Canada, H3K 3G9 Tel: (514) 866-6500 www.niobaymetals.com