Alien Metals Ltd · LSE:UFO
Alien Metals — Arian Silver — Investor Presentation (June 2010)
25 slides from Alien Metals's investor presentation, June 2010
Slide 1: An Emerging Silver Producing Company in Mexico
An Emerging Silver Producing Company in Mexico Investor Presentation June 2010
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Slide 3: Disclaimer
DISCLAIMER The information contained in this presentation (“Presentation”) has been prepared by Arian Silver Corporation (the “Company”). The Presentation has not been independently verified and the information contained within it may be subject to updating, revision and further amendments. The Pres
Slide 4: Board of Directors
BOARD OF DIRECTORS JIM WILLIAMS Co-founder, President & CEO Exploration & Mining Geologist with over 25 years experience worldwide. Good knowledge of Mexico and specifically Zacatecas State. TONY WILLIAMS Co-founder, Chairman Mining Geologist with over 35 years experience in international mining fin
Slide 5: Share Structure
SHARE STRUCTURE Stock Exchanges: TSX V / AIM : AGQ FSE : I3A Shares Outstanding: 236.3 million Market Capitalization: $33.1 million 52 High/Low: $0.21 – $0.05 Warrants and Options: 46 .4 million Priced from $0.10 - $0.25 Expire between June 2013 – July 2014 Major Shareholders: 30.0 M Sprott Asset Ma
Slide 6: Property Locations
PROPERTY LOCATIONS Located within the famous silver trend of Zacatecas 6
Slide 7: Operational and Financial Highlights
OPERATIONAL AND FINANCIAL HIGHLIGHTS OPERATIONAL 100%-owned key properties: San Jose and Calicanto Core assets with excellent exploration upside Current San Jose resource estimate Sustainable long‐term growth on only 10% of known strike Production funding exploration Contract Production & Milling Mi
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Slide 9: Core Asset Overview
CORE ASSET OVERVIEW San José Project – near term production • 100% ownership on ~65 square kilometres (6500 ha) property • Large Ag-Pb-Zn resource (indicated & inferred) already outlined to JORC / NI 43-101 standards • Past-producing mine (closed 2001) with substantial existing and 100% owned surrou
Slide 10: San José Current Resource Estimates
SAN JOSÉ CURRENT RESOURCE ESTIMATES Total resources based on Phase-1 drill program on 10% of known strike length (excluding Phase-2 results): 42.8 M oz Ag, 120 M lbs Pb and 250 M lbs Zn. Including: Total indicated resources: 9.02 M oz Ag, 11,200 t Pb and 19,200 t Zn. Total inferred resources: 33.76
Slide 11: San José Self Financing Development
SAN JOSÉ SELF FINANCING DEVELOPEMENT San José Project – Emerging Producer • Up to 4 years contracted production on 3 initial mining blocks CONCLUSION: Robust economics support initial contract mining with the goal to produce independently thereafter • 3 mining blocks contain 2.15M oz Ag, 4M lbs Pb,
Slide 12: Production Update
PRODUCTION UPDATE Fully permitted Infrastructure upgrade complete Bulk samples delivered to mill Mining contracts finalised Mill contract under negotiation Start-up imminent 12
Slide 13: San José Mining Infrastructure
SAN JOSÉ MINING INFRASTRUTURE • Multiple mining operations in the region • Past production from <10% of the San José Vein (SJV) leaving significant infrastructure in place • Full mechanization mining methods via the main San José ramp • San José ramp (5 m wide x 4 m high) extends 3 km along the SJV
Slide 14: San José Current Resource Blocks
SAN JOSÉ CURRENT RESOURCE BLOCKS 14
Slide 15: San José Schematic Outline
SAN JOSÉ SCHEMATIC OUTLINE 15
Slide 16: Mining Blocks East of San José Shaft
MINING BLOCKS EAST OF SAN JOSÉ SHAFT Sub Blocks Tons Ag (g/t) Pb (%) 1 6300 222 0,16 2 3900 328 0,24 3 1700 270 0,27 4 2500 245 0,16 5 1200 207 0,66 7 6100 291 0,22 8 4200 275 0,88 9 2000 234 0,21 10 5200 287 0,15 11 2600 292 0,3 17 2600 287 0,15 18 1000 279 0,05 19 2000 214 0,27 24 2350 325 0,35 25
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Slide 18: Calicanto Zacatecas
CALICANTO ZACATECAS The Calicanto Project: Exploration • 100% ownership • Approx. 80 ha • Partly contiguous with Capstone’s San Roberto (Cozamin) Property • 4 vein systems discovered; big potential for more • Average grade of ~250 g/t Ag, and 1.0 g/t Au on Calicanto Vein • Phase-1 (3,200 m) diamond
Slide 19: Calicanto Main Vein
CALICANTO MAIN VEIN Historic ‘bonanza’ Oxide Zone grade workings Sulphide Zone ‘Splay’ vein, minimal historical mining Bonanza Average Au-Ag 4m wide grades vein with stockwork 19
Slide 20: AGQ Peer Group Comparison
AGQ PEER GROUP COMPARISON NI 43-101 Market Shares Market Compliant Capitalization Out- Share Capitaliza- Company Silver per ounce of standing Price tion in Resource Silver in Millions Millions (AgEq oz) (AgEq oz) MAG Silver 54.5 $6.84 $373.0 104 million $3.59 Endeavour 61.5 $3.55 $218.3 49.9 million
Slide 21: A Year of Silver
A YEAR OF SILVER Silver prices are forecasted to strengthen further in the near-term Any global economic recovery will boost industrial demand for silver Strong investment demand – silver seen as a “cheaper” alternative to gold Ongoing sovereign debt concerns support precious metal “safe haven” stra
Slide 22: Silver the End Product
SILVER THE END PRODUCT Why is this indispensable metal in such demand? The reasons are simple. Silver has a number of unique properties including its strength, malleability and ductility, its electrical and thermal conductivity, its sensitivity to and high reflectance of light and the ability to end
Slide 23: Investment Highlights
INVESTMENT HIGHLIGHTS • Production-ready San José will be cash flow positive in second half of 2010 – Initial contract production for up to 4 years at 500 TPD throughput – NI 43-101 compliant indicated and inferred resource: 43 M oz Ag, 120 M lbs of Pb and 250 M lbs of Zn or ~80 M oz Ag-Eq at San Jo
Slide 24: For More Information
FOR MORE INFORMATION Jim Williams Arian Silver Corporation +44 20 7963 8670 jwilliams@ariansilver.com www.ariansilver.com Alison Tullis CHF Investor Relations +1 416 868 1079 alison@chfir.com www.chfir.com Dominic Barretto Yellow Jersey PR +44 (0)20 8980 3545 dominic@yellowjerseypr.com www.yellowjer
Slide 25: Arian Silver
ARIAN SILVER AMMAN SIV: MEXICO) SADE, UNIDAD! SAN IDSE