Capricorn Metals Ltd · ASX:CMM
Capricorn Metals — Malagasy Minerals — Investor Presentation (May 2012)
16 slides from Capricorn Metals's investor presentation, May 2012
Slide 1: Investor Presentation May 2012
ASX Code: MGY Investor Presentation May 2012
Slide 2: Disclaimer and Competent Person's statement
Disclaimer and Competent Person’s statement Disclaimer This presentation is provided to you for the sole purpose of providing preliminary back ground technical, financial and other information to enable you to review the business activities of Malagasy Minerals Limited (“Malagasy”). The material pro
Slide 3: Introduction
Introduction ASX-listed minerals company with high-potential portfolio in Madagascar: Pro-mining environment currently attracting investment from several majors Exploring & Drilling at three key 100%-owned projects in 2012: Graphite-focussed exploration on 100%-owned MGY projects. To involve mapping
Slide 4: Corporate
Corporate Listing: ASX (July 2008) – Ticker: MGY Issued capital (Current) 156,562,504 shares Current Market Cap (@ 11.0c) $17.2 million Board and Management Max Cozijn Chairman Guy LeClezio Non-Executive Director Dr Peter Woods Non-Executive Director Fergus Jockel Exploration Manager 4
Slide 5: MGY: A Strategic Minerals Portfolio
MGY: A Strategic Minerals Portfolio Mineral Assets: - 100% tenements fully controlled by Malagasy - JV with EGZ holding 75% & with Malagasy free- carried 25% to BFS over 40% of certain tenements for Mahajunga Industrial Minerals & Vanadium. Mineral Sands Ampanihy • Graphite • Nickel-Copper-PGM (Sulp
Slide 6: Malagasy's Graphite Exploration Programme
Malagasy’s Graphite Exploration Programme . 100% Graphite: • Inferred from Magnetic & VTEM data: ~110kms strike of graphite potential • May 2012: MGY to commence mapping & sampling potential Graphitic horizons utilising a Herb’s Find dedicated geological team. • Follow up to involve trenching & dril
Slide 7: Graphite-Vanadium JV – Energizer Resources Inc (TSX:EGZ)
Graphite-Vanadium JV – Energizer Resources Inc (TSX:EGZ) • JV completed with EGZ for US$2.25m cash plus 7.5M EGZ shares for Industrial Minerals (includes Graphite) and Vanadium over 40% of MGY’s ground. • MGY retains 100% rights to all base & precious metals • MGY free carried to 25% until completio
Slide 8: Ampanihy
Ampanihy Ni-Cu-PGM Potential • Multiple anorthosite bodies associated with mafic-ultramafic greenstone sequences • Massive and Disseminated sulphides (pyrrhotite & pyrite) intersected in drilling • Surface geochemistry (Soil/Stream Sediment) with assays up to >1,000ppm Ni-in-Soils to be followed-up
Slide 9: Vohibory
Vohibory Copper-Silver-Gold Potential New 1.2km Au-Ag-Cu zone in felsic-mafic contact zone adjacent to pegmatite: • 8.33g/t Au; 23.5g/t Ag; 9.33% Cu Red Cat Option Ground in Historical Workings New Au-in-soil anomalous zone with nearby minor artisanal activity in underlying schists Cu-Ag-Au anomalis
Slide 10: Graphite Occurrence & Global Production
Graphite Occurrence & Global Production Vein Graphite occurs within High-grade Metamorphic Schist – Upper Amphibolite-Granulite Facies Global Graphite Production & Reserves1 Country 2011 Prodn2 % Reserves2 % Brazil 76 8.2 360 0.47 Canada3 25 2.7 China 600 64.9 55000 71.43 India 140 15.1 11000 14.29
Slide 11: Graphite Facts & Uses
Graphite Facts & Uses Background • Approximate Global Consumption is 925,000tpa, comparable to Nickel (source USGS Commodities Report,2011). • Price, depending on flake size & purity, US$1,800/t – US$20,000/t (average price equates to Zn price) • No country (except possibly China) holds strategic st
Slide 12: Graphite – The Future
Graphite – The Future Future & Conceptual Applications • Solid Lubricants – automotive engineering • Eco Brake Linings – replacing Asbestos and now compulsory in all European (EU) manufactured cars • Lithium Ion Batteries – increasing battery market share as efficiency improves. 10x more Graphite th
Slide 13: Vanadium – Facts & The Future
Vanadium – Facts & The Future Future & Conceptual Applications • China produces 38% world‟s V2O5 but soon expected to be a net consumer1 1 - denotes information sourced from USGS • China, Russia & South Africa produce 96.6% of world‟s annual V2O51 Commodities Report, 2011 • There are synergies with
Slide 14: Summary & Outlook – 2012
Summary & Outlook – 2012 Continued 100%-ownership of exciting mineral projects JV with Energizer highlights value of Ampanihy & Fotadrevo Projects for Graphite & Vanadium protential EGZ to commence 7,500m drilling programme initially targeting a potential 50- 100Mt Graphite deposit at Molo. Active f
Slide 15: Madagascar: New Era of Resource Development
Madagascar: New Era of Resource Development Nickel: • $US3.0B Ambatovy Nickel-Cobalt Project (Sherritt) – starting production 2012 – 60,000tpa Ni & 5,600tpa Co Mineral Sands: • US$1.5B Fort Dauphin HM Project - Rio Tinto – in production 9 Hours since 2009 • World Titanium Resources to commence devel
Slide 16: Thank You
Thank You 16