Alkane Resources Ltd · ASX:ALK
Alkane Resources — Gold and Alternate Investment Conference 2019
17 slides from Alkane Resources's conference presentation, Oct 25, 2019
Slide 1: Gold and Alternate Investment Conference
Gold and Alternate Investment Conference Sydney 24-26 October Ian Chalmers, Technical Director Alkane Resources 25 October 2019 © 2019 Alkane Resources
Slide 2: Disclaimer
Disclaimer This presentation contains certain forward looking statements and forecasts, including possible or assumed reserves and resources, production levels and rates, costs, prices, future performance or potential growth of Alkane Resources Ltd, industry growth or other trend projections. Such s
Slide 3: Corporate Snapshot
Corporate Snapshot Capital Structure Shareholder Ownership (31 July 2019) Ordinary shares 506M Foreign Domestic Institutions Rights 15M 4.4% Institutions Share price (24 October 2019) A$0.72 6.9% Hedge Funds Market capitalisation A$370M Retail & 0.2% Others 12 Month low/high A$0.18/$0.86 65.0% Direc
Slide 4: Projects
Projects © 2019 Alkane Resources
Slide 5: Producer in a strong position
Producer in a strong position Tomingley Gold Operations 355,000 ounces produced average AISC A$1,192/oz (Feb 2014 to June 2019) TGO underground operation is producing ore with processing to commence in Feb 2020 FY19 – produced ~49,000 oz FY20 – underground guidance - 30,000-35,000 oz @ AISC A$1,250-
Slide 6: Tomingley Gold Corridor
Tomingley Gold Corridor • 4km corridor of mineralisation confirmed • Open cut and underground targets • Three major target areas identified; Roswell, San Antonio and El Paso • Exploration Target of ~15.8 to 23.8 million tonnes at a grade ranging between 1.7 to 2.2 g/t gold* • Prospective stratigraph
Slide 7: Roswell – San Antonio – El Paso
Roswell – San Antonio – El Paso • 60,000m resource drill out in progress • Scheduled for completion June 2020 • Further drilling also planned for El Paso and ‘gap’ testing © 2019 Alkane Resources
Slide 8: Northern Molong Porphyry Project
Northern Molong Porphyry Project 10km Boda to Comobella monzonite intrusive corridor 3km Boda-Kaiser intrusive complex © 2019 Alkane Resources with multiple gold – copper intercepts
Slide 9: Northern Molong Porphyry Project
Northern Molong Porphyry Project Macquarie Arc Porphyry Model Newcrest Mining’s Cadia Valley Porphyry System +40Moz gold inventory Modified from Newcrest Briefing Book September 2019 Lachlan Orogen in the Central West of NSW hosts a number of world class porphyry- epithermal gold-copper orebodies ©
Slide 10: Northern Molong Porphyry Project
Northern Molong Porphyry Project • Significant Gold – Copper Porphyry mineralization at Boda and Kaiser prospects • Recent Boda diamond hole*: • KSDD003 502m @ 0.48g/t Au, 0.20% Cu from 211m incl 313m @ 0.62g/t Au, 0.17% Cu from 228m incl 100m @ 1.06g/t Au, 0.41% Cu from 408m incl 12m @ 3.28g/t Au,
Slide 11: Dubbo Project –Technology Metals
Dubbo Project –Technology Metals • Critical minerals resource • Zirconium, hafnium, rare earths & niobium. • Used in clean energy, electric vehicles, super alloys & many modern technology • Defined resource supports 70+ year open pit operation • 400km northwest of Sydney • Extensive piloting at ANST
Slide 12: Dubbo Project - Ziron Tech Agreement (June 2019)
Dubbo Project - Ziron Tech Agreement (June 2019) Innovative Clean Metal Electrolysis Process Potential for stand alone commercial operation Process • Proprietary Electrolysis Process using solid oxide membrane (YSZ) technology; • Carbon free and only emission is oxygen; • Estimated 50% of existing K
Slide 13: …it’s what we do!
…it’s what we do! www.alkane.com.au @alkaneresources alkane-resources-ltd © 2019 Alkane Resources © 2019 Alkane Resources
Slide 14: TGO Resources and Reserves
TGO Resources and Reserves TOMINGLEY GOLD PROJECT MINERAL RESOURCES (as at 30 June 2019) MEASURED INDICATED INFERRED TOTAL Total Gold DEPOSIT Tonnage Grade Tonnage Grade Tonnage Grade Tonnage Grade (Kt) (g/t Au) (Kt) (g/t Au) (Kt) (g/t Au) (Kt) (g/t Au) (Koz) Note: Full details including Competent O
Slide 15: Peak Hill (PHGM) Resources
Peak Hill (PHGM) Resources Proprietary Mineral Resource Resource Copper Project Cut-Off Tonnes (Mt) Gold Grade g/t Gold Metal (Koz) Category Metal (%) Proprietary Underground Inferred 2g/t Au 1.02 3.29 108 0.15 Total 1.02 3.29 108 0.15 Note: Full details including Competent Person Statements in ASX
Slide 16: Dubbo Project – Resources & Reserves
Dubbo Project – Resources & Reserves Dubbo Project – Mineral Resources Tonnes ZrO2 HfO2 Nb2O5 Ta2O5 Y 2O 3 TREO* Resource Category (Mt) (%) (%) (%) (%) (%) (%) Measured 42.81 1.89 0.04 0.45 0.03 0.14 0.74 Inferred 32.37 1.90 0.04 0.44 0.03 0.14 0.74 Total 75.18 1.89 0.04 0.44 0.03 0.14 0.74 *TREO% i
Slide 17: Broader Gold Business Strategy
Broader Gold Business Strategy • Alkane aims to become an Australian multi-mine gold producer • Tomingley positioned well to anchor strategy • Strong regional exploration portfolio • Potential growth via strategic investment and other M&A Alkane owns ~15% of Genesis Minerals, which has a 700,000oz h
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