Centaurus Metals Limited · ASX:CTM
Centaurus Metals — Investor Presentation (September 2010)
24 slides from Centaurus Metals's investor presentation, Sep 28, 2010
Slide 1: Developing a Brazilian Iron Ore Business
Developing a Brazilian Iron Ore Business For personal use only Darren Gordon, Managing Director 28 September, 2010
Slide 2: Disclaimer
Disclaimer For personal use only Not all images in this presentation are images of Centaurus Metals Projects. This presentation does not constitute investment advice. Neither this presentation nor the information contained in it constitutes an offer, invitation, solicitation or recommendation in rel
Slide 3: Brazilian Iron Ore Business
Brazilian Iron Ore Business For personal use only Centaurus Metals’ Brazilian Iron Ore focus is to: Produce from a number of Low Capex Brazilian iron ore mines selling to the Brazilian domestic steel mills Secure projects that will enable Centaurus Metals to become a significant iron ore expor
Slide 4: Company Structure
Company Structure For personal use only Capital Structure Shares on Issue* 692.8m ASX CODE : CTM Options** 110m Share Price $0.08 Market Capitalisation $55m Cash at bank (Post T1 Raising) $8 million Debt NIL Enterprise Value $47 million Shareholding Directors & Management 12% Top 40 33% ** Further s
Slide 5: Centaurus Metals Board & Key Personnel
Centaurus Metals Board & Key Personnel For personal use only DARREN GORDON Managing Director Over 15 years resource industry experience with particular emphasis on resource funding and structuring. 9 years experience as CFO of Gindalbie Metals DIDIER MURCIA Chairman 25 years corporate and resour
Slide 6: Brazil
Brazil For personal use only Latin America’s largest economy Rapidly growing population (currently ~200 million) Predicted growth of +7% in 2011 US$886b committed to infrastructure spend Hosting FIFA World Cup in 2014 and the Olympic Games in 2016 Brazil is a Top 10 global steel producer
Slide 7: Brazilian Iron Ore Market
Brazilian Iron Ore Market For personal use only Unlike Australia, a large market for the consumption of iron ore is located alongside iron ore projects Major steel companies, with steel mills within a 150km radius of Centaurus Metals’ projects have significant domestic production with major capa
Slide 8: Project Locations
1 Donartna gf [owe a al oo pee Guannaes Project F ‘WPonte de Pedra vn | ff & Neu ject Fe ‘Vi Serra do Bicho Fe ‘P)Jambreito Project Fe Co a A N) Candonga Project Fe Ferros Fe Project Locations ©) minas Rio Conceigo do @ Mato Dentro @) wf Large City ps @ ~~ Town rms . I! © Ipatinga vm Highway 3G, Fab
Slide 9: Domestic Iron Ore Business
Domestic Iron Ore Business For personal use only “Supplying Iron Ore to Brazil’s Steel Mills” 9
Slide 10: Domestic Iron Ore Business
Domestic Iron Ore Business For personal use only Targeting production from a number of low OpEx, low CapEx mines, in close proximity to established infrastructure Centaurus Metals aims to: produce at a rate of 3mtpa by the end of 2013, to be sold into Brazil’s domestic steel mills for anticipa
Slide 11: Itabirite Ore....
Itabirite Ore.... For personal use only A major source of iron ore production in Brazil… Metamorphosed iron formation composed of iron oxides with abundant quartz Iron Quadrangle itabirites typically comprise hematite Lower ROM grade than other sources of hematite (averaging 30-50% Fe) Extre
Slide 12: Itabirite Ore
Itabirite Ore For personal use only In Situ Ore Upgradeable to: Fe% SiO2% P% Al203% Mn% Fe% SiO2% P% Al203% Mn% 37 43.52 0.03 2.21 0.02 67 2.38 0.01 0.50 0.02
Slide 13: Project Locations
I pananinagh [owe a al = AL Guannaes Project F ‘WPonte de Pedra vn | ff & Neu ject Fe ( ‘P)Jambreito Project Fe & Guanhaes = ae a ‘ N) Candonga Project Fe Ferros Fe ‘V) Serta do Bicho Fe less © Minas Rio Locations Conceigio do @ Mato Dentro @) wf Large City iron: e Town Passs = “V) ttambs Fe , —— EF
Slide 14: Jambreiro Iron Ore Project (100%)
Jambreiro Iron Ore Project (100%) For personal use only Exploration Target of 40 to 60 Mt @ 30 to 40% Fe 3,500 metre resource definition drill program completed Results show excellent depth to Jambreiro: • 98.2m @ 29.8% Fe, 50.0% SiO2, 3.9% Al2O3 and 0.05% P from 28m (JBR-DD-002) • 93.8m @ 31.
Slide 15: Project Locations
wf Large City Town Highway Road Airport Centaurus Project (Fe) Centaurus Project (Mn) Cenibra Project Major Iron Ore Mine Smelter I pananinagh [owe a al = AL Guannaes Project F ‘WPonte de Pedra vn | ff & Neu ject Fe ‘V) Serta do Bicho Fe ‘P)Jambreito Project Fe Co a ‘ N) Candonga Project Fe ‘Wrarros
Slide 16: Passabem Iron Ore Project (100%)
Passabem Iron Ore Project (100%) For personal use only Projected to be a 1mtpa producer of high grade iron ore. 39 Mt JORC Resource. Initial test work indicates low cost beneficiation to high-grade (+66%Fe) product. Recent Drill programme has extended the ore body over a strike length of 5 k
Slide 17: Project Locations
I pananinagh [owe a al = AL Guannaes Project F ‘WPonte de Pedra vn | ff & Neu ject Fe ‘V) Serta do Bicho Fe ‘P)Jambreito Project Fe Co oe Curvelo a ‘ N) Candonga Project Fe Ferros Fe Project ©) minas Rio Locations Conceigio do @ Mato Dentro @) wf Large City 4 ‘VV Passabem Fé — Cer ‘= @ Town Sete Lag
Slide 18: Itambé Iron Ore Project (100%)
Itambé Iron Ore Project (100%) For personal use only Projected to be a 1mtpa producer of high grade iron ore. Initial 15.5Mt JORC Inferred Resource. Fe % SiO2% P% Al2O3 % Mn% 37.2 43.52 0.03 2.21 0.02 Low cost beneficiation to high-grade product. Fe % SiO2% P% Al2O3 % Mn% Studies indicate to
Slide 19: Iron Ore Export Business
Iron Ore Export Business For personal use only “Supplying Iron Ore to the World Market” 19
Slide 20: Export Project Locations and Ports
(ee) — Major Ports y m= Proposed Rail @ ~~ Town Salvador ss ‘V)Rio Pardo Fe ‘Y) tamarandiba Fe 1 J) Guanhdes Fe ‘Witambe Fe Belo Horizonte . { J) Passabem Fe ‘D) Belo Horizonte Fe Locations 100km So Paulo 4
Slide 21: Iron Ore Export Business
Iron Ore Export Business For personal use only Brazil is the largest exporter of high grade iron ore in the world Centaurus Metals aims to acquire or identify a project capable of producing 12-15mtpa of 64-69% Fe product for a minimum project life of 10 years, to export to world markets Invest
Slide 22: Rio Pardo Project (100%)
Rio Pardo Project (100%) For personal use only Highly prospective new Brazilian iron region – Vale, Mitsubishi, BHPB all actively exploring the region Centaurus has 61.9km2 of EL’s and ELAs in the region Centaurus’ tenement package contains a 15 kilometre long regional magnetic anomaly. Grou
Slide 23: Summary
Summary For personal use only Highly experienced, well funded team with extensive global experience in the financing, development and operation of iron ore projects Building a business to supply domestic steel mills, and in time also world markets At least 3mpta to be sold domestically by the
Slide 24: Contacts
For personal use only Developing a Brazilian Iron Ore Business Contacts: Darren Gordon Mark Papendieck Managing Director General Manager - Commercial (+618) 9420 4001 (+618) 9420 4003 darren.gordon@centaurus.com.au mark@centaurus.com.au
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