Strategic Metals Ltd. · TSXV:SMD
Strategic Metals — Investor Presentation (September 2013)
31 slides from Strategic Metals's investor presentation, September 2013
Slide 1: Strategic Metals Ltd. Corporate Presentation
Strategic Metals Ltd. Corporate Presentation September, 2013 TSX.V - SMD
Slide 2: Forward Looking Statements
Forward Looking Statements Certain information regarding the Company contained herein may constitute forward-looking statements within the meaning of applicable securities laws. Forward-looking statements may include estimates, plans, expectations, opinions, forecasts, projections, guidance or other
Slide 3: Investment Highlights
Investment Highlights • Innovative explorer, rapidly grown working capital to $52 million* through project generation, spin-outs, royalty sales and investments. Includes more than $34 million in cash and $18 million in marketable securities. • Company trading at significant discount (~38%) to workin
Slide 4: Management and Directors
Management and Directors Management / Directors W. Douglas Eaton, B.A., B.Sc. President, CEO and Director Bruce A. Youngman, B.Sc Chairman and Director Ian J. Talbot, B.Sc., LLB. COO Larry Donaldson, CA CFO Glenn R. Yeadon, B.Comm., LLB. Secretary and Director Lee A. Groat, B.Sc., Ph.D. Director Ric
Slide 5: Capital Structure
Capital Structure STRATEGIC METALS LTD. TSX-V:SMD SHARES OUTSTANDING: 89,791,851 FULLY DILUTED: 97,447,851 WORKING CAPITAL: ~$52.6 million1 $1.00 Significant Holders STRATEGIC MANAGEMENT 2 18% Institutional Holders $0.50 TOTAL INSTITUTIONAL OWNERS – Estimated 30% TOCQUEVILLE ASSET – 14% $- 1 Estimat
Slide 6: Working Capital Growth
Working Capital Growth 6 TSX.V - SMD
Slide 7: Working Capital vs Market Capitalization
Working Capital vs Market Capitalization 7 TSX.V - SMD
Slide 8: How Have We Created Growth?
HOW HAVE WE CREATED GROWTH? 8 TSX.V - SMD
Slide 9: Foundation: Project Generator
Foundation: Project Generator • Interests in more than 150 properties. • Diverse suite of precious and base metal targets. 9 TSX.V - SMD
Slide 10: Growing Property Portfolio
Growing Property Portfolio • Increasing number of properties and royalties. • During cyclical downturns (2009 and today), more properties returned. Most with significant improvements. • Low maintenance cost , ready for next cycle. 10 TSX.V - SMD
Slide 11: Logtung (Northern Dancer) Deposit
Logtung (Northern Dancer) Deposit • Major porphyry tungsten-molybdenum deposit. • Acquired by staking in 1998 for <$1,000. • Initial option in 2006: received $2 million in stock for 70% interest. • Sold remaining 30% in 2011 for $5 million in cash and stock. • Retained 1% NSR, one of 3 royalties sol
Slide 12: Casino Deposit
Casino Deposit • Major copper-gold porphyry deposit. • Archer Cathro involved with discovery and expansion of deposit. • Acquired 5% Net Profits Interest (NPI) royalty for $300,000 in 1995. • Casino NPI was key component of US$30 million royalty sale in 2012. 12 TSX.V - SMD
Slide 13: $30 Million Royalty Sale
$30 Million Royalty Sale • Sold 3 royalties for $US30 million in 2012: • Casino Deposit: 5% Net Profits Interest • Logtung Deposit: 1% NSR • Wolverine Deposit: 0.5% NSR • Will receive an extra $6 million if certain Casino permits are obtained by Dec, 2016. 13 TSX.V - SMD
Slide 14: ATAC Investment
ATAC Investment • During previous downturn, provided initial funding for ATAC to explore for Carlin- style gold deposits. • ATAC has grown to core holding, valued at more than $10 million after recapturing initial investment. 14 TSX.V - SMD
Slide 15: ATAC's Discoveries
ATAC’s Discoveries CONRAD ZONE OSIRIS ZONE • Multiple Carlin-type discoveries, all open. DRILLING HIGHLIGHTS DRILLING HIGHLIGHTS HOLE WIDTH GOLD HOLE WIDTH GOLD • Anubis Zone: 10 km to west, initial drilling NUMBER (m) (g/t) NUMBER (m) (g/t) 8.51 m of 19.85 g/t Au. OS-11-010 114.93 3.15 OS-10-001 65
Slide 16: How Will We Continue to Grow?
HOW WILL WE CONTINUE TO GROW? 16 TSX.V - SMD
Slide 17: Value Drivers Going Forward
Value Drivers Going Forward • Pipeline of projects: Future sale/option Create new companies Create royalties Exceptional projects, test ourselves • New Investments/acquisitions • Upside in shareholding portfolio 17 TSX.V - SMD
Slide 18: Pipeline of Projects
Pipeline of Projects • Comparison of soil geochemical anomalies at same scale between Hopper Project (100% SMD) and Casino Deposit (Western Copper and Gold). 18 TSX.V - SMD
Slide 19: Pipeline of Projects
Pipeline of Projects • Comparison of soil geochemical anomalies at same scale between GK Project (100% SMD) and Casino Deposit (Western Copper and Gold). 19 TSX.V - SMD
Slide 20: Pipeline of Projects
Pipeline of Projects • Comparison of soil geochemical anomalies at same scale between Hidden Project (100% SMD) and Logtung (Northern Dancer) Deposit (Largo Resources). 20 TSX.V - SMD
Slide 21: Midas Touch Project
Midas Touch Project • Large, wholly-owned property position with similar setting and geochemical signature to ATAC’s Carlin-style discoveries. 21 TSX.V - SMD
Slide 22: Midas Touch Project - Nad Property
Midas Touch Project - Nad Property • Nad property located 400 m along trend from new Venus gold discovery by Anthill Resources: 9.76 g/t gold over 38.7m. 22 TSX.V - SMD
Slide 23: Significant Upside To Shareholdings
Significant Upside To Shareholdings Strategic Number of Company Ownership Shares Market Value1 ATAC Resources 9.1% 10,334,586 $10,747,969 Rockhaven Resources 31.2% 19,162,500 $2,012,062 Silver Range Resources 19.9% 9,480,340 $1,516,854 Orefinders Resources Inc. 7.9% 3,700,000 $962,000 Precipitate Go
Slide 24: Major Shareholder of Rockhaven Resources Ltd.
Major Shareholder of Rockhaven Resources Ltd. • 100% held by Rockhaven. • Road accessible. • Gentle terrain. • Eight structural zones now defined. • All zones open-ended along strike and to depth. • Individual strike lengths >2,400 m. 24 TSX.V - SMD
Slide 25: Major Shareholder of Rockhaven Resources Ltd.
Major Shareholder of Rockhaven Resources Ltd. 25 TSX.V - SMD
Slide 26: Major Shareholder of Rockhaven Resources Ltd.
Major Shareholder of Rockhaven Resources Ltd. • Large, strong geochemical anomalies to the east indicate further potential. • Rockhaven market capitalization $5 million. 26 TSX.V - SMD
Slide 27: Major Shareholder of Silver Range Resources Ltd.
Major Shareholder of Silver Range Resources Ltd. New silver district in area of excellent infrastructure near Faro, Yukon. 27 TSX.V - SMD
Slide 28: Major Shareholder of Silver Range Resources Ltd.
Major Shareholder of Silver Range Resources Ltd. • Keg Main Zone maiden resource estimate:1 •38.7 million ounces silver •675 million pounds zinc •228 million pounds lead •131 million pounds copper.* • Open to west-northwest: 51.86 g/t silver over 30.0 m (DDH Keg-66). • Metallurgical testwork shows m
Slide 29: Major Shareholder of Silver Range Resources Ltd.
Major Shareholder of Silver Range Resources Ltd. • Hammer Zone: new bonanza grade epithermal system. 600 m strike length, 280 m depth, open in all directions. Results to 4,620 g/t silver over 0.53 m. • Owl Southwest Zone: new drill discovery. 5,370 g/t silver over 0.34 m. • 20 other showings and 13
Slide 30: Looking Forward – Growth Opportunities
Looking Forward – Growth Opportunities Advance wholly-owned property portfolio. Build value through future property sales, creation of new companies, royalties, and investments. Strong upside to portfolio of junior resource shareholdings. Take advantage of current downturn for acquisition and
Slide 31: Contact Information
Contact Information Strategic Metals Ltd. 1016-510 West Hastings Street Vancouver, BC, V6B 1L8 Phone: 604-687-2522 Toll Free: 1-888-688-2522 E-mail: info@nordacres.com Web: www.strategicmetalsltd.com Investor Relations: Richard Drechsler Phone: 604-687-2522 Toll Free: 1-888-688-2522 E-mail: rdrechsl
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