Apc Minerals Limited · ASX:APC
Apc Minerals — Australian Potash — Shareholder Meeting (November 2018)
16 slides from Apc Minerals's shareholder meeting presentation, Nov 29, 2018
Slide 1: Annual General Meeting Presentation
For personal use only Australian Potash Limited Annual General Meeting Presentation 29 November 2018 The Celtic Club, West Perth, Western Australia
Slide 2: Important Statements & Disclaimers
Important Statements & Disclaimers For personal use only Scoping study – cautionary statement Competent Person statement The Study referred to in this announcement is a preliminary technical and economic investigation of the The information in the announcement that relates to Exploration Targets and
Slide 3: Investment Highlights
Investment Highlights For personal use only • Sulphate of Potash (SOP or K2SO4) is the premium Premium fertiliser product potassium fertiliser • Potash provides potassium, an essential, non-substitutable fertiliser essential for ALL plant growth • Structural changes occurring in China through enviro
Slide 4: Corporate Snapshot
Corporate Snapshot For personal use only Share Price Performance and Volume Capital Structure 5,000 0.14 Share Price (28 November 2018) A$0.068 0.12 Shares on Issue (ASX: APC) 305m 4,000 0.1 Listed Options (ASX: APCOA, 20c, 10/2019) 38m Price ($) 3,000 Volume (‘000) 0.08 Unlisted Options (10c - 22.5
Slide 5: Board and Management
Board and Management For personal use only Board Management Jim Walker Mr Walker has 45 years’ experience in the resources industry, at both senior management and board level. Prior to Non-Executive Chairman retiring from the position in 2013, Jim was the Managing Director and Chief Executive Office
Slide 6: Management Team & Consultants
Management Team & Consultants For personal use only Stewart McCallion Project Manager (Blackham, Hancock, Lycopodium) Chris Shaw Exploration Manager (AngloGold, Avonlea, Iluka) Jay Hussey Chief Commercial Officer (Valleyfield, Migao) Process Engineering Hydrogeology & Resource Estimation Design Engi
Slide 7: What's Driving Increased Fertiliser Demand?
What’s Driving Increased Fertiliser Demand? For personal use only More people = more food = more & better fertiliser More middle class = better food = more & better fertiliser Less arable land per person = higher yields = more & better fertiliser
Slide 8: Potash: Essential, Non-Substitutable
Potash: Essential, Non-Substitutable For personal use only The three key, plant macro-nutrients essential for all plant growth: N Nitrogen P Phosphorous K Potassium = POTASH There are two main types of Potash: Lake Wells Potash Project Muriate of Potash (‘MOP’) • KCl Sulphate of Potash (‘SOP’) • +60
Slide 9: Sulphate of Potash (SOP): the Premium Potash
Sulphate of Potash (SOP): the Premium Potash For personal use only SOP is ideally suited to chloride sensitive, high-value crops cotton coffee tobacco grapes tea Bright, leafy green vegetables, Citrus fruit, deciduous tomatoes, fruits, tree nuts, beans and potatoes strawberries and melons And … avoc
Slide 10: Milestones to Development
Milestones to Development For personal use only Secure 100% ownership of Project area Complete Scoping Study Finalise MOUs for up to 200,000 tpa off-take Develop on-site pilot evaporation ponds Secure grant of Mining Leases H2 2018 Begin production work for FIRST Lake Wells SOP trade samples H1 2019
Slide 11: Late Stage Definitive Feasibility Study
Late Stage Definitive Feasibility Study For personal use only July June March Q4 H1 H2 H1 H2 2014 2016 2017 2018 2019 2019 2020 2020+ Definitive Pond & Discovery Maiden Scoping First SOP Detailed Plant month Resource Study produced Feasibility bore field FEED running Study develop APC has spent A$12
Slide 12: Superior Mining & Logistics Jurisdiction
Superior Mining & Logistics Jurisdiction For personal use only • Western Australia consistently ranks Top 5 most desirable mining investment jurisdictions in the World fraserinstitute.org • North-Eastern Goldfields region serviced by rail, road, air • Cheap logistics vital to bulk operations • Lake
Slide 13: Focused on Marketing Agreements
Focused on Marketing Agreements For personal use only Global SOP Demand 4,000 • MOUs with 2 of China’s largest 3,500 agricultural companies • Sino-Agri 3,000 • Hubei-Agri ‘000 metric tonnes 2,500 2,000 • Supply disruption through Chinese environmental clean- 1,500 up initiatives: structural change 1
Slide 14: Approvals to Development
Approvals to Development For personal use only • Environmental Scoping Document (ESD) has been approved by the EPA • All other approvals on hold until the EPA finalise their review • Environmental Review Document (ERD) being finalised now • Anticipated completion H1 2019 • Mining Proposal • Mine Clo
Slide 15: JORC Compliant Mineral Resource Estimate
JORC Compliant Mineral Resource Estimate For personal use only Drainable K Volume of Specific SOP Grade SOP Brine Concentration Aquifer Yield (mg/L) Resource Hydrogeological Unit Volume (mg/L) Weighted Weighted MCM Mean MCM MT Mean Value Mean Value Indicated Resources Western High Grade Zone Surfici
Slide 16: For personal use only
For personal use only 31 Ord Street, West Perth WA 6005 www.australianpotash.com.au PO Box 1941, West Perth WA 6872 +61 8 9322 1003 @OzPotash m.shackleton@australianpotash.com.au +61 438 319 841
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