Apc Minerals Limited · ASX:APC
Apc Minerals — Goldphyre Resources — Diggers and Dealers 2016
19 slides from Apc Minerals's conference presentation, August 2016
Slide 1: Investor Presentation – Diggers and Dealers, August 2016
INVESTOR PRESENTATION Digger and Dealers, August 2016 A Leading Australian Sulphate of Potash Project, Best Posi9oned for Early Entry to Market 1.
Slide 2: The Investment Proposition – ticking all the boxes
The Investment Proposition – ticking all the boxes…. WHY FERTILISER….. • Growing global population • Decreasing arable land per person • Asian middle class to grow to 3 Billion people by 2030 • Australian agriculture challenge: rising to meet the demand WHY SOP….. • Supply constrained premium source
Slide 3: Growing Global Population & Decreasing Arable Land
1.0 Growing Global Population & Decreasing Arable Land 1970 2030 Change An increasing World Population… 3.7 billion 8.5 billion UP BY 4.8 billion or 129% Coupled with significantly reduced arable land per person… 3,800m2/person 1,970m2/person DOWN BY 1,830m2/person or 48% Coupled with burgeoning mid
Slide 4: Australian agriculture meets the Asian middle class
2.0 Australian agriculture meets the Asian middle class 2009 2030 Change 0.525 UP BY 2.47 billion or Asian middle class billion 3.0 billion 470% • The challenge for Australian agriculture is not to become the ‘food bowl’ of Asia …. • The challenge for Australian agriculture is to get more high calor
Slide 5: Sulphate of Potash (SOP) is the Fertiliser to be in
3.0 Sulphate of Potash (SOP) is the Fertiliser to be in • Potassium is one of the 3 essential macro-nutrients plants require • Potash is the name given to the variety of potassium fertilisers that provide potassium • Sulphate of Potash, or SOP, is the premium form of potash (Globally c.6Mt or $3.5bn
Slide 6: Location & Ownership
4.0 Location & Ownership • 100% ownership rights • 10 x Potash exploration licenses1 covering 1,618km2 • Paleovalley extends for + 55kms to date • There is currently no native title claim over the project area 1. 8 x 100% owned GPH licenses and 2 x Joint Ventured for 100% of potash rights 6.
Slide 7: Size, Grade & Lithology
5.0 Size, Grade & Lithology The palaeochannel length is substantial - equivalent to the distance from Fremantle to Midland Lake Wells lake playa The Lake Wells Potash Project’ palaeochannel Piercing the clay lithologies into the basal sits beneath the lake playa sand aquifer produces high-pressure,
Slide 8: Resource Estimates using Specific Yield
5.0 Size, Grade & Lithology Goldphyre reports Resource Estimates using Specific Yield Total porosity gives an ‘in-situ’ Specific Yield measures the Resource Estimate1 based Resource Estimate without on what can be extracted consideration given to extractability High-grade High-grade Specific Yield S
Slide 9: Size, Grade & Lithology
5.0 Size, Grade & Lithology The Lake Wells Potash Project has a central, high-grade core of 10.5Mt @ 9.03kg/m3 located close to potential evaporation pond sites • The composition of the lake or palaeochannel (river) sediments is vital to the brine yield of an aquifer • Porous and permeable material
Slide 10: Simple Logistics: Vital for low cost, early entry to market
6.0 Simple Logistics: VITAL for low cost, early entry to Market Bulk Bags Station Road 85km Roads to Leonora 215km Leonora Rail Head Access to multiple markets and MINIMAL transport infrastructure capital spend required 10.
Slide 11: Simple Abstraction Method: Pumping v Trenching
7.0 Simple Abstraction Method Pumping v Trenching The stratigraphy at the Lake Wells Project suits bore pumping, a proven abstraction methodology with lower CAPEX than trenching 1. Crystal Peak Minerals Inc. estimate US$49million for playa/trench infrastructure at its proposed 300ktpa SOP evaporatio
Slide 12: Value & Peer Comparisons
8.0 Value & Peer Comparisons GPH’s current JORC Resource Inventory is 18.4Mt SOP SOP price in Australia circa A$1,000/t Proposed Recoverable Mkt Cap/t In-situ Market Cap Company Project abstraction SOP (specific Recoverable Resource 1 August 2016 method yield) SOP estimate SOP Lake Wells $15.8M Pump
Slide 13: Capital Structure, Board & Management, Shareholder Base
9.0 Capital Structure, Board & Mgmt, Shareholder Base Capital Structure Number Price A$ Board & Management Ordinary shares (ASX: GPH) 151.2m $0.11 Matt Shackleton, FCA, MBA, MAICD Executive Chairman Listed options (ASX: GPHO) Non-executive 70.3m $0.022 Brenton Siggs, BAppSc., MAIG Director Explorati
Slide 14: The Next 6 Months
10.0 The Next 6 Months • Test-production bore installation program commencing August 2016 • Installing 4 test-production bores at 2 sites (A & B) • Installing 1 bore into the shallow aquifer, and 1 deep bore into the basal aquifer at each site • Test-pumping of bores to commence on completion of ins
Slide 15: The Opportunity – The Lake Wells Potash Project
11.0 The Opportunity – The Lake Wells Potash Project • Management’s strategy to exploit all options in ensuring the Lake Wells Potash Project is developed quickly (first to market) and at the most efficient CAPEX spend • Ideally located closest to logistics solution, which is vital for a bulk projec
Slide 16: SOP held in brine is produced through evaporation
Appendix 1 SOP held in brine is produced through evaporation 1. Pumping 4. Conversion The palaeochannel Schoenite is converted, bore-field pumps brine or crystallised, into SOP into evaporation ponds 2. Evaporating 5. Processing Brines pass through SOP is washed, dried, evaporation ponds, screened a
Slide 17: Disclaimer & Forward Looking Statements
DISCLAIMER & FORWARD LOOKING STATEMENTS This presentation has been prepared by Goldphyre Resources Ltd (“GPH”). It contains background information about GPH current at the date of this presentation. The presentation is in summary form and does not purport to be all inclusive or complete. Recipients
Slide 18: Competent Persons Statements
COMPETENT PERSONS STATEMENTS The information in the announcement that relates to Exploration Targets and Mineral Resources is based on information that was compiled by Mr Jeffery Lennox Jolly. Mr Jolly is a principal hydrogeologist with AQ2, a firm that provides consulting services to the Company. N
Slide 19: Thankyou
THE LAKE WELLS POTASH PROJECT Thankyou www.goldphyre.com.au 19.