Havilah Resources Limited · ASX:HAV
Havilah Resources — Broken Hill 2011 Resources and Energy Symposium
15 slides from Havilah Resources's conference presentation, May 25, 2011
Slide 1: ASX / Media Release: Havilah Investor Presentation at Broken Hill
63 Conyngham Street Glenside 5065 South Australia phone 61 8 8338 9292 fax 61 8 8338 9293 email info@havilah-resources.com.au HAVILAH RESOURCES NL ABN 39 077 435 520 For personal use only ASX / Media Release 25 May 2011 Havilah Investor Presentation at Broken Hill Havilah Resources is pleased to att
Slide 2: Nine Good Reasons to Invest
For personal use only HAVILAH RESOURCES Nine Good Reasons to Invest Presentation given at the Broken Hill 2011 Resources and Energy Symposium 22‐25 May 2011
Slide 3: Disclaimer
Disclaimer For personal use only • The information contained in this presentation is not financial product advice. The presentation is for information purposes and is of a general and summary nature only. Havilah Resources NL (Havilah) nor any member of the Havilah Group of companies, gives no warra
Slide 4: Fertile geological terrain: Curnamona Province
Reason 1 – >7000km2 Fertile geological terrain For personal use only “Curnamona Province Australia’s ………………. exploration Hot Spot” ……PIRSA
Slide 5: History of Exploration Success
Reason 2 – History of Exploration Success For personal use only Havilah has spent A$16 million of its capital (and A$17m JV funds) and discovered mineral resources to the value of A$9 billion – a value creation multiple of > 500 x (this excludes new iron ore discoveries) HAVILAH VALUE ADDING 10 Havi
Slide 6: A large copper-gold metal inventory
Reason 3 – A large copper-gold metal inventory For personal use only Metal Inventory (all JORC Based) Copper: 618,000 tonnes (Kalkaroo + Mutooroo + North Portia) Gold: 1,362,000 ozs (Kalkaroo + Mutooroo + Portia + North Portia) Cobalt: 17.5m Kg (Mutooroo) Molybdenum : 8.45m Kg (Kalkaroo + North Port
Slide 7: Near term mining plans
Reason 4 – Near term mining plans Portia gold mine targeting gold in base of Tertiary strata planning to commence this year For personal use only 67,000 oz JORC resource Gold exists, quantity unknown
Slide 8: Exploration Success Continues
Reason 5 - Exploration Success Continues For personal use only Example 1 : Current Kalkaroo Domes Exploration •Replacement mineralisation tracks host horizon around north and south domes •Large cross‐cutting quartz vein breccia systems, 2of 6 drilled so far and both are mineralised •So far two disco
Slide 9: Another Exploration Success: Maldorky Iron Ore
Another Exploration Success : Maldorky Iron Ore For personal use only ¾ Discovered barely six months ago ¾ Minor overburden (0‐20m) ¾ 26 km direct route to railway ¾ Thick iron formation suited to low cost open pit mining ¾ JORC resource and mine planning studies to be completed Q2 2011 ¾ Huge value
Slide 10: Undervalued vs Peers
Reason 6 – Undervalued vs Peers For personal use only Havilah’s market capitalisation is anomalously low vs its copper peers AUSTRALIAN COPPER COMPARABLES 18 RESOURCE VALUE (A$billion) 16 14 12 Market Cap x 10 Silver 10 Molybdenum 8 Cobalt Gold 6 Copper 4 2 0 M AV XM O U S L S R M AV EX TG D G SF H
Slide 11: The Havilah Valuation Anomaly
The Havilah Valuation Anomaly Watch this anomaly grow when Havilah’s iron ore deposits are included For personal use only AUSTRALIAN COPPER COMPARABLES 250 RESOURCE VALUE / MARKET CAP 200 150 100 50 0 HAV RXM DML EXS TGS HGO AVM CDU SFR COMPANY
Slide 12: 4X market cap in one copper asset
Reason 7 – 4X market cap in one copper asset For personal use only The Kalkaroo project, on the basis of recent cash offers for comparable Australian copper projects, could support a valuation of more than 4x Havilah’s current market capitalisation COPPER PROJECTS 6 5 VALUE (A$billion) 4 Acquisition
Slide 13: Havilah is captive of the Mining Cycle
Reason 8 ‐ Havilah is captive of the Mining Cycle For personal use only New discoveries, pipeline of developments Havilah Resources position now With acknowledgement to Mr Brent Cook for kind permission to reproduce
Slide 14: Value drivers for Havilah Re-rating
Reason 9 ‐ Value drivers for Havilah Re‐rating For personal use only
Slide 15: Summary
SUMMARY For personal use only Havilah Resources represents an outstanding opportunity to acquire quality South Australian mineral resources for a fraction of a cent in the dollar. BE A PART OF IT ! www.havilah‐resources.com.au
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