Genesis Resources Limited · ASX:GES
Genesis Resources — Investor Presentation (August 2009)
29 slides from Genesis Resources's investor presentation, August 2009
Slide 1: Investor Presentation
GENESIS RESOURCES LTD (GES) INVESTOR PRESENTATION
Slide 2: Forward-looking statements disclaimer
Statements contained in this material, particularly those regarding possible or assumed future performance, costs, dividends, production levels or rates, prices reserves or potential growth of Genesis Resources Limited, industry growth or other trend projections are, or may be, forward looking state
Slide 3: Initial focus on Gladstone Manganese Project
Initial focus on highly prospective Gladstone Manganese (Mn) Project, QLD Project surrounds high-grade Mt Millar manganese mine. Over 206,000t of manganese ore still remaining at Mt Millar with mineralisation still open at depth. Also exploring the McArthur Mn and Fenn Gap Iron (Fe) Projects
Slide 4: Board and management
Eddie Pang (BSc) – Non-Executive Chairman Mr. Pang holds a Bachelor of Science degree in Chemistry from University of Melbourne . Mr. Pang also has a successful trading business based in Shanghai which supplies the Chinese market in Australian wool and wine, Chilean iron ores, cathode copper and tim
Slide 5: Capital structure and IPO
Item No. shares (m) Issue price (c) Funds ($) Current Shares 30.58 various 1,140,531 Consultants 2.5 IPO (Minimum) 15 20 3,000,000 IPO (Oversubscription ) 5 20 1,000,000 Issued Capital at Listing 48.08 3,000,000 (Minimum) Issued Capital at Listing 53.08 4,000,000 (Maximum) Genesis Resources Ltd curr
Slide 6: Genesis Resources Ltd Projects
Genesis Resources Ltd Manganese/Iron Gold/Base Metal Company Projects Company Projects Advance Project: Advance Project: 1. Macedonia Project (62%) 1. Gladstone Project (55%) QLD Exploration Projects: 2. McArthur River Project (55%) NT 1. Arltunga Project (100%) NT 3. Fenn Gap Project (100%) NT 2. L
Slide 7: Supplier of Iron and Manganese Ore and Gold
Supplier of Iron and Manganese Ore to the Steel/Manufacture Industries Supplier of Gold 2 Year Plan: Potential Mining Operation over the Gladstone Manganese & Fenn Gap Iron Projects Fast track JORC Resources at McArthur River Manganese Project 5 Year Plan: Potential Mining Operation over the Plavica
Slide 8: Manganese supply and demand
Currently, manganese has exceeded seaborne supply capacity. Mn is used predominantly in steel manufacturing. China is demanding more high grade manganese ore, as it produces 48% of the world’s manganese alloys. Growth in supply has not kept pace around the world. High grade ore supply has
Slide 9: Manganese ore mining forecast
Manganese ore mining forecast 9
Slide 10: Forecast for Steel Production
Forecast for Steel Production around the world (Million mt) 2008-2011 CAGR ™ Others FORECAST = Europe = China 2004 2005 2006 2007 (e) 2008 2009 2010 2011 10
Slide 11: Manganese consumption outlook
Growth of manganese consumption remains high until 2012 Three year outlook for manganese ore looks to remain supportive of producers, but more challenging to consumers The turning point of prices will be in 2012, with a surplus of manganese ore on the global market 11
Slide 12: Location of Mn Mines vs Genesis Projects
LOCATION OF Mn MINES vs GENESIS Mn-Fe PROJECTS 12
Slide 13: Gladstone, QLD Manganese Project
Gladstone, QLD Manganese Project (55%) Strategically located 15 km from Gladstone port Covers historic Mt Millar Manganese Mine (pass production of 21,785 tonnes, averaged between 44-53% Mn. The mine workings exceeded beyond 96 vertical metres. Hosts series of Mn deposits over 21.5 km strike l
Slide 14: 3D Model over Mt Millar Mine
3D Model over the Mt Millar Mine has determined there is over 63,200t of high grade ore with another 142,800t of medium to low grade ore still present. 14
Slide 15: Gladstone Geological Map of Historical Mines
Highly Propective Manganese A Reilds Mine Formation (DEVONIAN - ( Workings: 20m Long x CARBONIFEROUS out vIneA S ita Deep Doonside Formation - Purple Colour) |) Production: 20 Tonnes Overall Strike of 21.50 km Average Width of 3.3 km width Morgans Mine Workings: 33.5m Deep Production: 203 Tonnes |_/
Slide 16: Fenn Gap, NT Iron Ore Project
Fenn Gap, NT Iron Ore Project (100%) Located in the Amadeus Basin region of the Northern Territory and is situated 29 kilometers south west of Alice Springs. Strategically located 29 km from the Alice to Adelaide Railway with bulk handing facilities. Over 9.9 kilometres of strike length by 100
Slide 17: Geological Mapping/Assay Results
Geological Mapping/Assay Results 17
Slide 18: Iron Project supported by Port, Highways and Rail
Iron Project development can be supported by Port, Highways and Rail Facilities East Arm Bulk Facility - Darwin Adelaide - Darwin Railway Stuart Highway (Darwin to Alice Springs) 18
Slide 19: Iron potential dimensions and tonnage
Dimensions Minimum Potential Maximum Potential Length (m) 5,000 9,900 Width (m) 50 100 Depth (m) 50 100 SG 3.2 3.2 Iron Ore Grade 50 60 Volume Tonnage 40,000,000 316,800,000 Iron Mass Recovery (80%) 32,000,000 253,440,000 Statements contained in this material, particularly those regarding possible o
Slide 20: McArthur, NT Manganese Project
McArthur, NT Manganese Project (55%) Situated 200 kilometres north from the McArthur River Base Metal Mine shipping port in the Northern Territory. Approx 231 sq km of favourable lithologies within the Exploration Licence At Masterton No.2, manganiferous lenses up to 1,320 metres in length and
Slide 21: McArthur River Manganese Project EM map
Genesis Resources Ltd McArthur River Manganese Project Regional Airborne EM Map showing the various Mn Prospects and Walk Up Drill Targets ° 25 5 " —_—_—_—— Kilometres Chip Sampling Condi eee eae 1420000 mN 8110000 mn | e | BES kk, Ba r Ms fee eee Local Geology Map over Masterton No.2 Mn Pros) e pec
Slide 22: Plavica project, Macedonia
Plavica covers 210 km2 in north east Macedonia Located in “Carpathian Volcanic Arc” – host to several multi-million oz deposits Previously mined by British Selection Mines in the 1930s Rio Tinto agreed to spend US$12.1m to earn 51% Over US$10 m spent to date Genesis now earning 62% 22
Slide 23: JV with SILEKS
JV with well-known local conglomerate SILEKS Genesis to earn 62% interest by completing final FFS Bonus of US$10/oz payable for FFS reserve >1.2m oz Au Beyond FFS – SILEKS can revert to 4% gross royalty Jointly examine other mining opportunities in Macedonia 23
Slide 24: About Sileks
Sileks is a Macedonian based company principally engaged in the mining industry (industrial metals). Tourism and Catering: Sileks Company owns many hotels and restaurants Trade: By the end of 1995 it owned a chain of 250 shops, supermarkets and shopping centres Agriculture: Sileks owns more
Slide 25: Plavica exploration plan
Analyse Rio Tinto data to calculate JORC resource within six months after listing Focus on potential high grade zones not fully explored based on historical drilling data Follow up drilling at high priority zones Plavica Ridge Maricanski Ridge Eastern silicified quartz-alunite zones Targ
Slide 26: Exploration
Exploration % Underground Adit @ Diamond Drill Holes Silicification/ Qtz-Alunite Zone NORTHERN RIDGE % Rock Chip Au ppm \ Rock Chip Traverse Au ppm Priority Targets - potential high grade vein/feeder zones AB }--1 Cross Section Diamond drill hole assays not published Non-JORC resource calculated bas
Slide 27: Plavica drill hole results
Hole From (m) To (m) Width (m) Au (g/t) Other Rio Tinto PLV001 19 48 29 0.41 137.4 g/t Ag PLV002 0 250 250 0.52 0.18% Cu including 74 150 76 1.15 0.30% Cu PLV003 78 103 25 0.42 - PLV004 0 105 105 0.67 - and 282 289 7 0.44 2.26% Cu SILEKS ZB19 10 21.6 ZB56 290 0.86 ZB59 10 4.1 ZB74 40 6.71 27
Slide 28: Australian Project Locations
NT WA 1 ' \ ' 1 1 ' ' | Tennant Creek @ ' ALICE SPRINGS Cu-U PROJECT Owner: GENESIS RESOURCES LTD 100% QLD 4 Alice Springs LAURA RIVER Au-Pt PROJECT Owner: GENESIS RESOURCES LTD 100% ARLTUNGA Au PROJECT Owner: GENESIS RESOURCES LTD 100% AUSTRALIAN PROJECT LOCATIONS PIONEER Au PROJECT Owner: GENESIS
Slide 29: Contact Information
Contact Information Registered Office: Suite 8, 52 Marina Blvd, Cullen Bay DARWIN NT 0820 Email: info@genesisresourcesltd.com.au Website: www.genesisresourcesltd.com.au ASX Code: GES Phone: 08 8981 8106 Fax: 08 8981 9127 29
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