Northern Star Resources Ltd · ASX:NST
Northern Star Resources — Resources Rising Stars May 2016
17 slides from Northern Star Resources's conference presentation, May 24, 2016
Slide 1: Northern Star Resources – Resources Rising Stars
For personal use only Northern Star Resources – Resources Rising Stars An Australian gold miner – for global investors May 2016
Slide 2: Disclaimer – Competent Persons Statements
Disclaimer Competent Persons Statements The information in this announcement that relates to mineral resource estimations, exploration results, data quality, geological interpretations and potential for eventual economic extraction, is based on information compiled by Darren Cooke, a Competent For p
Slide 3: Introduction - Third Biggest Australian Listed Gold Miner
Introduction - Third Biggest Australian Listed Gold Miner We are the third-biggest gold miner on the Australian stock exchange by both market cap For personal use only Paulsens & Ashburton and production Operations Central Tanami Project +3Moz Gold Camp Strong balance sheet; no debt; A$286M in +5Moz
Slide 4: A business first, mining is how we deliver value
A business first, mining is how we deliver value Why NST has been in the top ten ASX 200 listed companies four of the last five years For personal use only Ounce Mined – Group Production Underlying EBITDA Margin 166koz 161koz 50% 154koz 159koz 159koz 43% 150koz 40% 140koz 39% 127koz 40% 36% 32% 30%
Slide 5: A business positioned for further outperformance
A business positioned for further outperformance NST is uniquely positioned to continue to deliver above average returns to its Shareholders Macquarie Global CY16 AISC Cost Curve For personal use only $1,400 Q4 50% 43% Return on Equity NST 5yr Average 43% 40% $1,200 NST AISC US$748/oz Q3 30% $1,000
Slide 6: FY16: Production and Cost Guidance
FY16: Production and Cost Guidance Total gold production of 535,000-570,000oz; Tracking at the top end of guidance For personal use only AISC of A$1,050-A$1,100/oz; Costs tracking towards lower end of guidance at A$1,036/oz A$74M to be spent on Investing Capital following on from the great suc
Slide 7: Group Production Growing Next Financial Year
Group Production Growing Next Financial Year Cashflow set to lift to another level with group production growing organically next year, heading to a 700koz per annum producer in 2018 with low capital intensity, subject to the following assumptions: For personal use only Central Tanami Project comm
Slide 8: Jundee: Still One of Australia's Best Mines
Jundee: Still One of Australia’s Best Mines FY16 guidance 210,000-220,000oz at AISC of A$1,000-A$1,050/oz, tracking great on both metrics For personal use only Mar Qtr 60.1koz mined and 54.7koz sold at an AISC of A$914/oz; benefitting greatly from cost reductions Resources: 1.35Moz, up 166% and Rese
Slide 9: Kundana: A Corridor of Riches
Kundana: A Corridor of Riches FY16 guidance 100,000-110,000oz at AISC of A$850-A$900/oz, tracking well on both metrics Mar Qtr 32.7koz mined and 28.8koz sold at an AISC of A$828/oz; ore stockpiles increased substantially For personal use only Resources: 1.6Moz, up 134% and Reserves 0.45Moz, up 61% e
Slide 10: Kundana 100% NST: Millennium Update
Kundana 100% NST: Millennium Update Millennium remains open at depth and down plunge, mine design/reserve drill complete mid-year Millennium underground scoping study highlights a 40k-50kozpa mine for at least 4 years For personal use only Dewatering underway with underground access commencing in De
Slide 11: Kanowna Belle: A Great Goldfields Address
Kanowna Belle: A Great Goldfields Address FY16 guidance 80,000-85,000oz at AISC of A$1,050-A$1,100/oz Mar Qtr 24koz mined and 23.2koz sold at an AISC of A$752/oz; For personal use only substantially outperforming guidance Resources 1.2Moz, up 8% and Reserves 0.2Moz, after mining 101koz in FY15 Pipel
Slide 12: Kanowna Belle: A Great Goldfields Address
Kanowna Belle: A Great Goldfields Address A geological review of Kanowna underground shows high-grade mineralisation continues 450m below and along strike of current workings where over 5Moz has been produced to date. These mineralised positions For personal use only have the potential to materially
Slide 13: Plutonic: Rebuilding the Mine
Plutonic: Rebuilding the Mine Divestment process underway, which may or may not result in a sale FY16 guidance 75,000-80,000oz at AISC of A$1,350-A$1,400/oz For personal use only Mar Qtr 17.3koz mined and 13.7koz sold at an AISC of A$1,975/oz (impacted by a severe rain event); returned to normal ope
Slide 14: Paulsens: The Founding Asset
Paulsens: The Founding Asset FY16 guidance 70,000-75,000oz at AISC of A$1,175-A$1,225/oz, tracking well on both metrics For personal use only Mar Qtr 24.3koz mined and 22.9koz sold at an AISC of A$999/oz Resources: 0.4Moz, up 7% and Reserves 0.1Moz, after mining 76koz in FY15 Recent hit in Voyager 2
Slide 15: Central Tanami Project: Next Tier of Production Growth
Central Tanami Project: Next Tier of Production Growth Historically produced 2.1Moz from top 125m, last major production was from Newmont in 2005 when it produced 610,000oz at 4.3gpt over a 4 year period from the main deposit; Groundrush open pit For personal use only The past 5 years has seen A$30M
Slide 16: Why Invest in Northern Star
Why Invest in Northern Star Highly profitable: Net profit after tax up 79% to A$65.1M in 1HFY16; underlying free cash flow of A$96.7M; total interim dividend up 50% from 1H15 to A3¢ps For personal use only Strong balance sheet: no debt; A$286M in cash, bullion & investments (31 Mar 2016) Emphasis on
Slide 17: Northern Star Resources
For personal use only Northern Star Resources An Australian gold miner – for global investors Contact Details: Luke Gleeson – Investor Relations +61 8 6188 2100 Email – info@nsrltd.com / Website – www.nsrltd.com May 2016
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