Terramin Australia Limited · ASX:TZN

Terramin Australia — Shareholder Meeting (May 2018)

17 slides from Terramin Australia's shareholder meeting presentation, May 30, 2018

  1. Slide 1: Terramin Australia Limited Annual General Meeting

    TERRAMIN AUSTRALIA LIMITED Annual General Meeting 30 May 2018

  2. Slide 2: Disclaimer & Competent Person Statement

    Disclaimer & Competent Person Statement Disclaimer This presentation has been prepared by Terramin Australia Limited (Terramin). It is current as at the date of this presentation. It contains information in a summary form and should be read in conjunction with Terramin’s other periodic and continuou

  3. Slide 3: About Terramin Australia Limited

    About Terramin Australia Limited Significant base metal and gold development portfolio  Tala Hamza Zinc Project  Bird-in-Hand Gold Project  Substantial South Australian multi-commodity exploration tenement portfolio  Management and Board with extensive practical and commercial experience in all

  4. Slide 4: 2017 Highlights

    2017 Highlights  Tala Hamza Zinc Project  Project design and technical studies have been completed.  Definitive Feasibility Study completed.  Environmental Impact Studies completed.  Review and approval processes with Algerian Government well advanced.  Bird in Hand Gold Project  Draft Bird-i

  5. Slide 5: Tala Hamza Zinc Project

    Tala Hamza Zinc Project  World class resource containing 3.9 million tonnes of zinc and lead - Resource of 68.6 million tonnes at 5.7% zinc plus lead.  Joint venture with Algerian government owned entity (65% Terramin).  Infrastructure including deep water port and international airport.  Low op

  6. Slide 6: Tala Hamza Zinc Project

    Tala Hamza Zinc Project  Design of project has been finalised.  The design incorporates revised elements which significantly enhance the project such as dry stacking of tailings and reduced project footprint.  Definitive Feasibility Study in final stages of review.  Environmental Impact Study fi

  7. Slide 7: Tala Hamza Zinc Project

    Tala Hamza Zinc Project  Low upfront capital relative to scale of project – Availability of local infrastructure reduces capital expenditure.  Competitive operating costs – low labour and energy costs drive low cash costs.  Potential expansion – strong exploration upside at Tala Hamza and in the

  8. Slide 8: Global Zinc Markets

    Global Zinc Markets  After the significant reduction in mine supply in 2015 and 2016, there was an increase in production in 2017.  New mine production (Dugald River, Mt Isa, Castellanos, and Gamsberg) is expected to result in a modest increase in production up to 2020.  Only a small increase in

  9. Slide 9: Global Zinc Markets

    Global Zinc Markets  Zinc market is in deficit and has been Zinc Stocks and Prices consuming zinc stockpiles since 2012.  Significant cumulative rundown of zinc stocks.  Small surplus Q1 2018 (25kt).  However, ILZSG forecast deficit in FY2018.  Zinc price very sensitive to supply disruptions. S

  10. Slide 10: Global Zinc Markets

    Global Zinc Markets  Zinc market remains supply constrained.  Underinvestment in zinc exploration and development.  New mines are lower grade and older mines are reaching the end of their commercial lives.  Long development lead times mean there is insufficient potential supply in the medium ter

  11. Slide 11: Gold AUD Price Remains High

    Gold AUD Price Remains High  Gold price remains at historic highs in Australian Gold Production and Price AUD terms.  Australian gold price averaged A$1,754 a troy ounce in 2016–17.  Highest level since the recent historical peak in 2011–12.  Growth in demand for gold 1.8% CAGR driven largely by

  12. Slide 12: Adelaide Hills Projects

    Adelaide Hills Projects  100% Terramin.  Bird-in-Hand Gold Project – Resource of 252,000 ounces at 13.3gt.  Angas Zinc Mine Processing Plant – Existing 400,000 tonnes per annum base metals processing plant and tailings dam.  3,750 square kilometres of exploration tenements – including over 300 h

  13. Slide 13: Bird-in-Hand Gold Project

    Bird-in-Hand Gold Project  High grade mine based on 13g/tonne gold resource.  Low start up capital.  Processing through existing Angas Zinc Mine plant.  Engineering studies have been completed.  Approval process well advanced with draft Mining Lease application lodged and feedback being receive

  14. Slide 14: Bird in Hand Gold Project Exploration Potential

    Bird in Hand Gold Project Exploration Potential  Simple orebody structure means lower mining costs.  Existing Bird in Hand gold deposit is open at depth.  Nearby historic mines “Bird- Extended” and the “Ridge” recorded historical high grade production.  Potential for further discoveries. TERRAMI

  15. Slide 15: Strong Growth potential

    Strong Growth potential  Tala Hamza Zinc Project – Algeria (65%)  Excellent relationship with JV partner and government.  Revised DFS and EIS based on new project structure.  On path towards decision to mine and approval.  Bird in Hand Gold Project - South Australia (100%)  252,000 ounce high

  16. Slide 16: Focus for 2018

    Focus for 2018  Obtain approval for the development of the Tala Hamza Zinc Project.  Release technical and economic Feasibility Study outcomes for Tala Hamza.  Progress land acquisition and financing options with Algerian government.  Increased capability for Tala Hamza project development.  Lo

  17. Slide 17: Terramin Australia Limited Annual General Meeting

    TERRAMIN AUSTRALIA LIMITED Annual General Meeting 30 May 2018

Terramin Australia — Shareholder Meeting (May 2018) on 6ix