eEnergy Group PLC · LSE:EAAS
eEnergy — Alexander Mining — Shareholder Meeting (June 2013)
22 slides from eEnergy's shareholder meeting presentation, Jun 20, 2013
Slide 1: AGM Presentation 20 June 2013
AGM Presentation 20 June 2013 Revolutionising the hydrometallurgical extraction of base metals at the mine for the global mining industry
Slide 2: Disclaimer
Disclaimer THIS DOCUMENT IS BEING SUPPLIED TO YOU SOLELY FOR YOUR INFORMATION AND MAY NOT BE REPRODUCED, FURTHER DISTRIBUTED TO ANY OTHER PERSON OR PUBLISHED, IN WHOLE OR IN PART, FOR ANY PURPOSE. This document is being communicated in the United Kingdom only to (a) persons who have professional exp
Slide 3: Introduction
Introduction Commercialising breakthrough mineral processing technology • Alexander Mining plc is an AIM quoted mineral processing technology company with a reputation for strong technical management, allied with financial markets expertise. Its core asset is its intellectual property: Slide 3
Slide 4: Corporate data
Alexander Mining plc Corporate data Recent Share Price: 2.75p Shares issued: 169,129,718 Options: 12,400,000 Fully diluted: 181,529,718 Recent market capitalisation: £4.7m AIM Listing code: AXM Typical daily shares traded ~0.5-1m Ownership: Private investors 40% Institutions 40% Management and insid
Slide 5: Commercialising breakthrough mineral processing technology
Commercialising breakthrough mineral processing technology • Focused on commercialisation of AmmLeach® process for copper, cobalt and zinc recovery from deposits in Africa, Australia, Turkey, South America et al. • Important progress made towards commercialisation. • Scope for major operating and ca
Slide 6: Commercialising breakthrough mineral processing technology
Commercialising breakthrough mineral processing technology Slide 6
Slide 7: Mining Industry Reality in a Turbulent World
Mining Industry Reality in a Turbulent World Technology has a significant role • World economic growth, driven by BRIC countries, dependent upon Independent raw materials. researchers • Mining’s a tough business and getting harder - squeeze on margins forecast that means strong interest in new techn
Slide 8: Mining Industry Future
Mining Industry Future Technology has a significant role • Desire to embrace new technologies to reduce costs and increase efficiencies will intensify. • The most potential for SX-EW technical innovation is in mineral processing, and in turn – Hydrometallurgy International Copper Study Group (ICSG)
Slide 9: Mining Industry Future: SX-EW a green process
Mining Industry Future SX-EW – a “green” process Slide 9
Slide 10: Mining Industry Future: Copper supply constraints
Mining Industry Future Copper supply constraints • Falling ore grades - copper average head grade 1990 ~1.6% cf today ~1.2% • Project finance availability • Major capital cost overruns due to complexity and management quality • Unfavourable tax & investment regimes - resource nationalism • Water sup
Slide 11: Business Strategy
Business Strategy Maximise the value of our AmmLeach® intellectual property • Breakthrough mineral processing technology with major technical and economic advantages for a large number of major base metals deposits. • MetaLeach® subsidiary focused on ammoniacal leaching of copper, copper-cobalt and
Slide 12: Business Strategy: MetaLeach Granted Patents
Business Strategy Maximise the value of our intellectual property MetaLeach Limited Granted Patents Title Metals/Ores Countries Method for Ammoniacal Leaching General USA, Australia, DRC & South Africa Method For Leaching Cobalt from Oxidised Cobalt Ores Co Australia & South Africa Method for Leachi
Slide 13: Major operational and economic advantages
Major operational and economic advantages • Alkaline/ammonia leach process at ambient pressure and temperature • Proprietary two stage leaching process ‒ Ore specific pre-treatment stage ‒ Heap or tank leaching • Proprietary solvent extraction step to avoid ammonia carry-over into electrolyte • Grea
Slide 14: Target usage
Target usage The following metals are targets for the AmmLeach® process: • Copper and Copper/Cobalt oxide deposits • Zinc oxides deposits • Gold/Copper oxides and Silver/Zinc oxides (alkali leaching) • Nickel laterites • Molybdenum - using MoReLeach both oxide and sulphide based molybdenum ores can
Slide 15: Global Opportunities
Global Opportunities Focused on the key base metals regions for growth Geographic diversification is offered as the countries with the most prospective geology for hosting high acid consuming copper (Cu) and zinc (Zn) oxides are: • Australia (Cu, Ni) • DRC (Cu, Cu/Co) • Turkey (Zn, Cu, Ni) • Zambia
Slide 16: Business Review: Democratic Republic of the Congo
Business Review Democratic Republic of the Congo • Successful commissioning of first AmmLeach® plant with two circuits through to copper and cobalt cathode metal cf. majority DRC cobalt currently produced as a concentrate. • Patent for a Method of Ammoniacal Leaching granted in DRC. • DRC has world
Slide 17: DRC and AmmLeach
DRC and AmmLeach® Significant role in future development of Cu/Co deposits in the DRC • DRC has estimated in situ reserves of 190Mt copper • Predominant geology/ore mineralogy copper/cobalt oxides • Current focus on developing highest grade Cu deposits, typically >2.0% Cu with agitated leaching i.e.
Slide 18: Business Review: Independent report shows economic benefits
Business Review Independent report shows major economic benefits using AmmLeach® • Independent consultant’s report showing major capital and operating cost savings of around 30-40% for DRC copper-cobalt mine. • Aside from the very substantial capital and cost savings, AmmLeach® has several major ope
Slide 19: Business Review: In Turkey
Business Review In Turkey • Investigating potential use of AmmLeach® technology for range of base metals projects in Turkey. • RCR's Hakkari Zinc flagship project reported good AmmLeach® amenability testwork results – similar to prevalent zinc mineralisation in other deposits in the country. • Inves
Slide 20: Royalty analysis for AmmLeach technology
Royalty analysis for AmmLeach® technology Potential valuation is substantial • NPV of royalty for mid size copper – Scenario Analysis Copper/Cobalt Mine in DRC cobalt mine in DRC ~ US$120m Life of Mine 10 years • Potential ‘market share’ of global Copper production 100,000tpa copper production using
Slide 21: Investment conclusion
Alexander Mining plc Investment conclusion • Revolutionising the hydrometallurgical extraction of base metals at the mine for the global mining industry • The scope for major operating and capital cost savings using our AmmLeach® technology is of great interest for existing and potential mines • Key
Slide 22: Enquiries
Enquiries Contact Details Alexander Mining plc Martin Rosser and Matthew Sutcliffe 1st Floor 35 Piccadilly London, W1J 0DW, UK Tel: +44 (0) 20 7292 1300 Fax: +44 (0) 20 7292 1313 Email: mail@alexandermining.com Web: alexandermining.com Britton Financial PR Tim Blackstone Tel: +44 (0) 20 7251 2544 +4