Archer Materials Limited · ASX:AXE
Archer Materials — Archer Exploration — Shareholder Meeting (November 2014)
28 slides from Archer Materials's shareholder meeting presentation, Nov 5, 2014
Slide 1: 2014 Annual General Meeting
For personal use only ARCHER EXPLORATION LIMITED 2014 Annual General Meeting 5th November 2014 Gerard Anderson Managing Director
Slide 2: Disclaimer
Disclaimer Competent persons statement For personal use only The exploration results and Exploration Target reported herein, insofar as they relate to mineralisation, are based on information compiled by Mr Wade Bollenhagen, Exploration Manager of Archer Exploration Limited. Mr Bollenhagen is a Memb
Slide 3: Presentation outline
Presentation outline Project locations For personal use only Eyre Peninsula Graphite Project JORC 2012 Graphite Resource Mine approvals process Baseline studies Environment Impact Assessment Visual amenity MLP progress Proposed Campoona Shaft mine Proposed Sugarloaf processing fa
Slide 4: Project locations
Project locations Portfolio of high quality assets For personal use only Eyre Peninsula Graphite Project 4
Slide 5: Eyre Peninsula Graphite Project
Eyre Peninsula Graphite Project Significant graphite tenements For personal use only Substantial tenement position (2,154km2) in graphite province Waddikee EL4662 purchased on 23rd July 2014 Key projects include Campoona Shaft, Central Campoona, and Wilclo South There are an additional 10 gr
Slide 6: JORC 2012 graphite Resource
JORC 2012 graphite Resource Australia’s largest combined JORC 2012 graphite resource For personal use only 8.55Mt @ 9.0 Cg% (lower cut-off grade of 5% Cg)* Resource Tonnes Graphite Contained Graphite Area Category (Mt) (% Cg) (tonnes) Measured 0.32 12.7 40,600 Campoona Shaft Indicated 0.78 8.2 64,00
Slide 7: Mine approvals process
For personal use only Mine approvals process 7
Slide 8: Baseline studies
For personal use only Baseline studies 8
Slide 9: Eyre Peninsula graphite project
For personal use only Eyre Peninsula graphite project 9
Slide 10: Eyre Peninsula graphite project - visual amenity
For personal use only Eyre Peninsula graphite project - visual amenity 10
Slide 11: Eyre Peninsula graphite project – MLP progress
Eyre Peninsula graphite project – MLP progress Campoona Mining Lease Proposal to be submitted in Q1 calendar 2015 For personal use only Task Work undertaken to date Work in progress Spring & Winter baseline surveys Completed Ecology Impact assessment Completed Air quality Project reviewed & GAP
Slide 12: Proposed Campoona Shaft mine
For personal use only Proposed Campoona Shaft mine Noise bund Waste rock dump Isometric view of open cut layout looking north showing the deposit geologic block model (ore disposition) within the pit. Open pit is shown in brown (10.2Ha), the waste rock noise bund to the right of the open pit (2.6Ha)
Slide 13: Proposed Sugarloaf processing facility
Proposed Sugarloaf processing facility • Compact site. For personal use only • Original position near existing buildings moved to the south to minimise visual impact. • Existing shed used as warehouse. • Process involves: Crushing – Blunging – Rougher Flotation – Concentrate Milling - Cleaner/Reclea
Slide 14: Sugarloaf process water
Sugarloaf process water • Saline groundwater For personal use only located at Pindari near the junction of Ross Ramsay and Carrapee Hill Road. • Water quality - ≈ 22,500ppm TDS. • SA Water potable water allocation of 40ML/yr rising to 80ML/yr if required. 14
Slide 15: Campoona Shaft graphite products
Campoona Shaft graphite products Campoona: high grade, fine flake graphite For personal use only Bulk flotation tests provided concentrates grading 92 – 98% Cg acid cleaning upgrades concentrates up to 98% Cg – 99.7% Cg Archer has opportunity to enter the higher value end of the graphite marke
Slide 16: Graphite demand and market focus
Graphite demand and market focus Macro environment: a growing market with a bright future For personal use only Chinese supply (~70% of market) is declining due to mine closures, increasing costs and environmental challenges Emerging production capacity especially in Africa & Australia Graphit
Slide 17: Infrastructure
Infrastructure Access to critical infrastructure Eyre Peninsula Project For personal use only Electricity at Darke Peak for Sugarloaf, poles and wires for Campoona mine site Various port options Good road network Company owns land at Sugarloaf and Campoona Shaft, and has a binding HoA over t
Slide 18: Land
Land Archer owns the land needed for mining and mineral processing For personal use only Campoona Shaft and Sugarloaf both occur on freehold pastoral land Archer owns Sugarloaf (1,403 acres) and has binding HoA over sufficient land at Campoona Shaft for mining to proceed Early land purchases h
Slide 19: Waddikee flake graphite
Waddikee flake graphite Waddikee: acquisition added flake graphite and trebled JORC Resources For personal use only Recently completed acquisition of neighbouring EL4662 from Monax Mining Limited JORC 2012 Indicated Resource at Wilclo South of 6.4Mt grading 8.8% Cg (561,400t of contained graphit
Slide 20: Wilclo South flake graphite
Wilclo South flake graphite In the oxide zone 42% - 55% of the graphite is recoverable into marketable flake products For personal use only >75µm Fine Flake >125µm Fine Flake >180µm Large Flake >300µm (+50 mesh) Extra Large Flake >425µm (+32 mesh) Extra Large - Jumbo Flake Graphite size (µm) Graphit
Slide 21: Waddikee – flake
Waddikee – flake Argent has very large flake potential For personal use only Very coarse 1-5mm crystalline graphite in surface float Previous petrology recorded flake graphite 1-2mm in length. Notices of Entry served, waivers signed and awaiting DRD EWA approval. Expect to commence drilling
Slide 22: Additional graphite targets
Additional graphite targets Waddikee : strong likelihood for further Resource growth For personal use only High quality electromagnetic database outlines >30kms of distinct linear conductive bodies that remain to be fully drill tested. 7 known graphite prospects all coincident with EM conductors
Slide 23: Additional graphite targets
Additional graphite targets Waddikee: EM provides excellent predictive vectoring tool for exploration for flake graphite For personal use only asset Wilclo South open to the north Wilclo South Resource of 6.38Mt grading 8.8% Cg over 1.2kms is open to the north and south for several kilometres. Wilcl
Slide 24: Graphite: Research & Development
Graphite: Research & Development Two-year research program with University of Adelaide into graphite and graphene For personal use only related products. Early work closing in on “proof of concept” agricultural application. Graphite Prepared Semi- Prepared Archer Graphene Materials products Products
Slide 25: Eyre Peninsula Graphite Project - summary
Eyre Peninsula Graphite Project - summary Australia’s largest JORC 2012 graphite Resource For personal use only Archer has assembled a portfolio of tenements covering 2,154km2 near Cleve-Darke Large Position in a Peak-Kimba on Eyre Peninsula, South Australia 1 Premium Graphite The Eyre Peninsula
Slide 26: Leigh Creek magnesite
Leigh Creek magnesite Archer Exploration owns the world’s largest cryptocrystalline magnesite deposit For personal use only 100% interest in Leigh Creek deposit – world’s largest cryptocrystalline magnesite deposit JORC Resource of 453Mt grading 41.4% MgO – almost 50% of the world’s known crypto
Slide 27: Precious metals & manganese
Precious metals & manganese Broad range of high quality copper and gold exploration prospects in SA For personal use only Gold Wildhorse Plain – several km epithermal gold anomaly at Bartel early exploration with best intercept of 29m @ 0.57g/t Au Napoleon’s Hat & Watervale – early stage targe
Slide 28: Archer's strategic priorities
Archer’s strategic priorities Progress graphite prospects and unlock magnesite potential For personal use only Market engagement commenced for Campoona graphite for off-take and/or JV partners – steady progress Drill out of graphite deposits and prospects to identify the key prospects to take fo
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