Cazaly Resources Limited · ASX:CAZ
Cazaly Resources — RIU Melbourne Resources Round-Up 2011
16 slides from Cazaly Resources's conference presentation, Sep 28, 2011
Slide 1: ASX Announcement: Company Presentation
` 28 September 2011 ASX ANNOUNCEMENT CAZALY RESOURCES LIMITED For personal use only COMPANY PRESENTATION Mr Clive Jones joint Managing Director of Cazaly Resources Limited (ASX: CAZ) (“Cazaly”) will be presenting the attached presentation to the RIU Melbourne Resources Round-Up today. ENDS For furth
Slide 2: Three Iron Ore Regions: Parker Range Ready to Mine
For personal use only Three Iron Ore Regions Parker Range Ready to Mine September 2011
Slide 3: Disclaimer and Important Information
Disclaimer and Important Information For personal use only • This presentation has been prepared by Cazaly Resources Limited (“Cazaly”). It contains forecasts and forward looking statements which are no guarantee of future performance and which involve certain risks. Actual results and future outcom
Slide 4: Parker Range Iron Ore Project Value
Value For personal use only PARKER RANGE IRON ORE PROJECT • NPV9: A$384M* • Post-tax IRR: 129% • Based upon conservative average Fe pricing • Initial 8-9 year mine life • Payback less than two years • Cazaly market capitalisation ~$34m Fully Paid Shares 121.09M Options ($0.30 - $0.8036) 8.575M Marke
Slide 5: Parker Range: Project Location
Parker Range: Project Location • Project located in the Yilgarn Iron Ore For personal use only Province situated ~400km east of Perth • No road, rail, workforce infrastructure bottlenecks compared to the Pilbara or Mid-West • Port access being addressed • Current production from just ONE mine; Kooly
Slide 6: Parker Range Iron Ore Project: Mount Caudan Deposit
Parker Range Iron Ore Project For personal use only Mount Caudan Iron Ore Deposit Mount Caudan • 100% owned by Cazaly Iron Ore Deposit 4km strike • Total current resource of 35.1Mt @ 55.9% Fe (61.4% CaFe) • Low waste to Ore stripping ratio (2.3:1) • Mine to produce 31.4Mt @ 55.3% Fe (60.7% CaFe) pro
Slide 7: Iron Ore Product
Iron Ore Product Indicative Product Specs For personal use only Single Fines Only Product Targeted Option Fe% CaFe% SiO2% Al2O3% P% MnO% LOI% Fines 56.4 61.9 6.00 2.50 0.020 1.10 9.10 Only • Marketable product with acceptable levels of chemical impurities • Low Phosphorous product • Manganese compon
Slide 8: Project Scope
Project Scope For personal use only Scope • Open Pit Mining: Ramping from 2mtpa to 4mtpa • Plant: Crushing, screening & stockpiling • Road Haul: 57km on established roads to rail • Rail Haul: On public rail to port • Other: Grid power and accommodation facilities sited 14km away at town of Marvel Lo
Slide 9: Esperance Port Sea and Land (EPSL)
Esperance Port Sea and Land (EPSL) An Iron Ore Port For personal use only • Currently capable of exporting 12mtpa. Cliff’s currently utilise ~10mtpa for iron ore • 20mtpa expansion planned in two stages by EPSL • Preliminary design work has commenced. Due for completion ~October 2011 • EPSL estimate
Slide 10: Parker Range Project Summary
Parker Range Project Summary For personal use only • Potential to deliver new iron ore mine in the Yilgarn of WA at PARKER RANGE • Export option via Port of Esperance • Robust project economics NPV9 A$384M, IRR 129% • Excellent infrastructure Roads, grid power, rail, etc… • Saleable target product V
Slide 11: Pilbara Iron Ore
Pilbara Iron Ore • Numerous projects in world For personal use only class province • Strategic land positions • Proven iron ore occurrences • Hamersley project vended out to Winmar Resources
Slide 12: Pilbara Iron Ore – Winmar, Hamersley project
Pilbara Iron Ore – Winmar, Hamersley project For personal use only Winmar Deal • Winmar Resources Ltd earning 51% • Located in Central Pilbara region • Adjacent to FMG’s Solomon project • Upgraded resource: 242Mt @ 54.3% Fe (57.6% CaFe) • CAZ free carried to Definitive Feasibility Study • Exploratio
Slide 13: Earaheedy Joint Ventures
Earaheedy Joint Ventures Potential Major New Iron Ore Province For personal use only Cecil Rhodes Parker Range • Anglo American Farms-Into joint Cazaly/Vector Resources Project • Anglo to earn 75% via staged payments of up to $51M & completing a BFS • Earaheedy basin comparable in age & size to the
Slide 14: Earaheedy Project Summary
Earaheedy Project Summary For personal use only • Maiden drill programme completed • Identifies significant mineralisation at the Cecil Rhodes Prospect • Intersections include: 22m @ 58.1% Fe, 22m @ 57.8% Fe & 26m @ 55.1% Fe • Regional mapping also confirms manganese potential, surface samples to 37
Slide 15: Cazaly Corporate Summary
Cazaly Corporate Summary For personal use only • Extensive projects in three major Iron Ore regions of Western Australia • PARKER RANGE: Potential to deliver new iron ore mine in the Yilgarn of WA Strategic alliance struck, export options being addressed, economically robust • PILBARA: Vast potentia
Slide 16: Thank You
For personal use only THANK YOU Level 2, 38 Richardson Street, West Perth, Western Australia, 6005. PO Box 396, West Perth, Western Australia, 6872 Phone: +61 8 9322 6283 Fax: +61 8 9322 6398 email: admin@cazalyresources.com.au ACN 101 049334 www.cazalyresources.com.au
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