Havilah Resources Limited · ASX:HAV
Havilah Resources — Investor Presentation (2021)
26 slides from Havilah Resources's investor presentation, 2021
Slide 1: An Advanced Stage Multi-Commodity Minerals Portfolio
AN ADVANCED STAGE MULTI-COMMODITY MINERALS PORTFOLIO HIGHLY LEVERAGED TO COPPER, GOLD, COBALT, IRON ORE
Slide 2: Havilah Ticks Key Investment Boxes
Tonnes of Copper Ounces of Gold Tonnes of Cobalt Tonnes of Iron Ore HAVILAH TICKS 1.3 M 3.2 M 43.4 K 451 M KEY INVESTMENT BOXES HIGH QUALITY MINERAL PROJECTS FOR A QUALITY JORC copper, gold, cobalt and iron ore resources in RESOURCE STOCK advanced projects, each with substantial upside (refer to JOR
Slide 3: Low Sovereign Risk South Australia
LOW SOVEREIGN RISK SOUTH AUSTRALIA An Ethical, Non-Conflict and Secure Source of Minerals REGULATION LOGISTICS World’s best practice Close to the regional mining centre environmental, social and of Broken Hill with its skilled governance (ESG) are workforce and the main east-west enforced in South A
Slide 4: A multi-commodity minerals portfolio accumulated over 17 years
COPPER MINERAL PROJECTS SUMMARY A multi-commodity minerals portfolio accumulated over 17 years KALKAROO MUTOOROO COPPER-GOLD-COBALT COPPER-COBALT-GOLD PROJECT (REE POTENTIAL) PROJECT Positive independent prefeasibility study (PFS) confirms Comparatively high grade open pit and underground copper Kal
Slide 5: Kalkaroo: Positive Independent PFS
KALKAROO: POSITIVE INDEPENDENT PFS 100 Mt Ore Reserve at 0.89% CuEq grade# - makes Kalkaroo one of Australia's largest undeveloped open pit copper deposits on CuEq grade basis. Key PFS Outcomes 3 km long, >200m deep open pit. Pre-tax NPV7.5% of A$564 million* Pre-tax IRR of 26%* Average annual produ
Slide 6: Kalkaroo Project Pre-Tax NPV7.5% Value Matrix
KALKAROO (FEBRUARY 2021) PROJECT PRE-TAX NPV7.5% VALUE MATRIX * Pre-tax NPV7.5% from PFS (green) compared with that at recent long-term forecast (orange) and spot metal prices (yellow), as calculated by the PFS financial model. Note that the orange highlighted long term metal price, pre-tax NPV7.5%
Slide 7: West Kalkaroo Gold Open Pit
WEST KALKAROO GOLD OPEN PIT Kalkaroo is a large gold deposit in its own right, containing over 3.1 Moz gold Initial development plan is to commence a lower capital gold open pit (blue), with approximately 80,000-90,000 ounces of gold production over 3 years, plus 5,000 tonnes of native copper (refer
Slide 8: Kalkaroo Project: Near mine resource expansion potential
KALKAROO PROJECT Near mine resource expansion potential A large copper mineralised system of interest to a major. Conceptually based exploration drilling returned encouraging intersections at three prospects within 5 km of Kalkaroo. Untested resource extensions of Kalkaroo deposit where mineralisati
Slide 9: Mutooroo Project: High grade open pit copper mine potential
MUTOOROO PROJECT High grade open pit copper mine potential Concept is for an initial shallow open pit exploiting >1.3% Cu and 0.14% Co Measured and Indicated resources followed by underground mining of higher grade Inferred resources >1.7% Cu and 0.17% Co (refer JORC Mineral Resources table at end).
Slide 10: Mutooroo Copper-Cobalt District Prospectivity
MUTOOROO COPPER-COBALT DISTRICT PROSPECTIVITY RESOURCE UPSIDE FROM MANY UNTESTED PROSPECTS Mutooroo lies within a very prospective copper-cobalt district that has high discovery potential. Within 10 km of the Mutooroo deposit are numerous prospects dating from the 1960’s with potentially ore- grade
Slide 11: Grants Iron Ore: Favourable logistics, yield and recovery
GRANTS IRON ORE: Favourable logistics, yield and recovery RESOURCE UPSIDE FROM MANY UNTESTED PROSPECTS Lies 8 km south of the Trans-Continental railway line. One hour drive from the major regional mining centre of Broken Hill along the main Highway. Power grid 30km away with excess renewable power (
Slide 12: Grants Basin Iron Ore: A Pilbara scale Exploration Target
GRANTS BASIN IRON A Pilbara scale Exploration Target* ORE: *The potential quantity and grade of the Exploration Target is conceptual in nature, there has been insufficient exploration to estimate a Mineral Resource and it is uncertain if further exploration will result in the estimation of a Mineral
Slide 13: Grants Basin Iron Ore Cross Section
GRANTS BASIN IRON ORE CROSS SECTION A large basin shape, the deepest hole so far is 624m with 486m of continuous iron ore at 24.57% Fe. Extensive surface outcrop indicating a potentially very low waste:ore ratio for an open pit mine. Only 25% of the Grants Basin area has been drilled to date. Potent
Slide 14: Grants Basin Is Very Large
GRANTS BASIN IS VERY LARGE Grants Basin area in comparison with Adelaide City and Sydney Harbour
Slide 15: Iron Ore Transportation and Port Logistics Solutions
IRON ORE TRANSPORTATION AND PORT LOGISTICS SOLUTIONS MOU signed with Port Augusta Operations who is constructing the new Port Playford iron ore transhipment facility. “Port Playford will offer a strategically located, low capital and near-term export facility….and will offer storage, port and transh
Slide 16: Regional Exploration: Curnamona Copper Belt
REGIONAL EXPLORATION: CURNAMONA COPPER BELT Exploring for Zambian Copper Belt style stratabound replacement copper mineralisation Kalkaroo style mineralisation in a > 200 km long, prospective horizon (blue dashed line). Several well mineralised major structural domes (eg Kalkaroo, Benagerie, Eurinil
Slide 17: Curnamona Copper Belt as a Potential Future Source of REE
CURNAMONA COPPER BELT AS A POTENTIAL FUTURE SOURCE OF REE REE are critical minerals that are used as a vital components of a wide range of green energy and other applications (e.g. wind turbines, electric vehicles, rechargeable batteries, hand phones), whose supply is dominated by China (refer to Cr
Slide 18: 2021 Mineral Execution Strategy Objectives
West Kalkaroo gold open pit – priority objective 2021 MINERAL Advance feasibility study, permitting work and financing options with the aim of commencing gold mining development activities during 2021 (if feasible) subject to required approvals and financing. Havilah retains a high degree of optiona
Slide 19: Mining Feasibility Study Steps
MINING FEASIBILITY STUDY STEPS Where Havilah's advanced projects sit 1 - EXPLORATION 2 - METALLURGY 3 - PROCESSING 4 - MINING 5 - PERMITTING / 6 - PRODUCTION FINANCING Geophysics, Determine Testing processing Open pit Mining approvals. geochemistry, metallurgical flow sheet to optimisation Financing
Slide 20: High Leverage to Copper Based on CuEq JORC Resources
HIGH LEVERAGE TO COPPER BASED ON CUEQ JORC RESOURCES Amongst its ASX peers shown here, Havilah has one of the highest leverages to copper, based on its Enterprise Value / CuEq JORC Resources. .1202 yraunaJ retemomrehT secruoseR latipaC FCP :ecruoS .latipaC FCP fo noissimrep dnik eht htiw decudorpeR
Slide 21: High Leverage to Copper Based on CuEq Ore Reserves
HIGH LEVERAGE TO COPPER BASED ON CUEQ ORE RESERVES Amongst its ASX peers shown here, Havilah has one of the highest leverages to copper, based on its Enterprise Value / CuEq Ore Reserves. .1202 yraunaJ retemomrehT secruoseR latipaC FCP :ecruoS .latipaC FCP fo noissimrep dnik eht htiw decudorpeR copp
Slide 22: High Leverage to Gold Based on JORC Ore Reserves
HIGH LEVERAGE TO GOLD BASED ON JORC ORE RESERVES AMONGST ITS ASX PEERS SHOWN HERE, HAVILAH HAS ONE OF THE HIGHEST LEVERAGES TO GOLD, BASED ON ITS MARKET CAPITALISATION / GOLD ORE RESERVES GOLD COMPARISION CRITERIA ARE: Only ASX listed explorers and developers with predominantly gold resources and or
Slide 23: JORC Ore Reserve & Mineral Resources
JORC ORE RESERVE & MINERAL RESOURCES Footnotes to the JORC Ore Reserve and Mineral Resource Tables Numbers in tables are rounded ¹ Details released to ASX: 18 June 2018 (Kalkaroo) ² Details released to ASX: 18 October 2010 and 5 June 2020 (Mutooroo) ³ Details released to ASX 30 January 2018 & 7 Marc
Slide 24: Cautionary and Competent Person's Statements
CAUTIONARY AND COMPETENT PERSON'S STATEMENTS CAUTIONARY STATEMENT 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. Neither Havilah Resources Limited (Havilah) nor any member of th
Slide 25: Overview Video & Technical Presentation
OVERVIEW VIDEO & TECHNICAL PRESENTATION
Slide 26: Contact Information
CONTACT INFORMATION SUBSCRIBE TO OUR MAILING LIST KEEP UP WITH THE LATEST NEWS AND ANNOUNCEMENTS CORPORATE Havilah Resources Limited CLICK HERE ABN: 39 077 435 520 ASX Code: HAV FIND US ONLINE OFFICE www.havilah-resources.com.au PO BOX 3 Fullarton, 5063 youtube.com/havilahresources South Australia,