Aguia Resources Limited · ASX:AGR
Aguia Resources — Shareholder Meeting (April 2017)
17 slides from Aguia Resources's shareholder meeting presentation, Apr 4, 2017
Slide 1: Extraordinary General Meeting April 2017
For personal use only April 4th 2017 EXTRAORDINARY GENERAL MEETING ASX Code: AGR
Slide 2: Disclaimer
DISCLAIMER For personal use only This document has been prepared as a summary only, and does not contain all information about the Company’s assets and liabilities, financial position and performance, profits and losses, prospects and the rights and liabilities attaching to the Company’s securities.
Slide 3: AGUIA: A Brazilian Fertilizer Company
AGUIA: A Brazilian Fertilizer Company For personal use only Aguia Resources is rapidly advancing towards development of the sole source of domestic phosphate supply in southern Brazil Tres Estradas has demonstrated engineering and robust economics (Press Release 12 July 2016) 74.7Mt JORC compl
Slide 4: Global Agriculture Powerhouse
Global Agriculture Powerhouse World’s Largest Availability of Arable Land For personal use only 400 Global grain output will have to increase by 50% and meat output will have to increase by 200% 303 300 269 Hectares (million) to meet global demand base on FAO growth 219 projections 81 200 224 170
Slide 5: Domestic Cost Advantage
Domestic Cost Advantage For personal use only With nutrient-poor soil and crops that require intensive fertilizer usage, Brazil is the world’s 3rd largest consumer of fertilizer, but accounts for only 4% of global fertilizer production Brazil currently imports 65% of its phosphate requirements a
Slide 6: Rio Grande Do Sul: Três Estradas
Rio Grande Do Sul: Três Estradas For personal use only 74.7Mt JORC compliant resource with average grade of 4.13% P2O5: 0.745Mt Measured @ 4.42% P2O5 15.07Mt Indicated @ 4.75% P2O5 58.9Mt Inferred @ 3.97% P2O51 Sample from TRÊS ESTRADAS Rail going through the property 1 See ASX Release of 12
Slide 7: High-Grade Oxide Ore At Surface
High-Grade Oxide Ore At Surface For personal use only Shallow high-grade oxide in the first 25 meters from surface provides significant optionality with trade-off studies Shallow high- grade oxide from surface 7
Slide 8: 2016/2017 Drilling Campaign
2016/2017 Drilling Campaign For personal use only Infill drilling program underway to upgrade inferred resources to measured and indicated categories Substantial ore horizon thickening has potential to improve strip ratio and reduce opex Drilling section 1250 NE od the Tres Estradas deposit, sho
Slide 9: New Southeast Zone Discovery
New Southeast Zone Discovery New shallow discovery identified over +700 meters and remains open For personal use only Potential to increase shallow ore for early production Drilling section 950NE of the Três Estradas Insert on the bottom right shows cross Deposit, showing the new southeast zone
Slide 10: Bankable Feasibility Study
Bankable Feasibility Study For personal use only Trade off study almost complete with objective to maximize IRR/NPV and minimize ultimate shareholder dilution Optimize Scale, Capex, Opex Construction timeline, scope to drive value creation Contractors With Proven Record Drilling Energy Solutio
Slide 11: Bankable Feasibility Study Fundamentals
Bankable Feasibility Study Fundamentals For personal use only Definition Phase Design Phase Nov/16 to Apr/17 Dec/17 Business and Engineering Alignment Fit for purpose Meeting – BEAM Differing structure when possible Mineral Reserve Simple administrative structures Collect Basic Data Cl
Slide 12: What Aguia Has Accomplished In The Last Months
What Aguia Has Accomplished In The Last 24 Months For personal use only Raised approximately AUD $20 MM Increased institutional ownership to approximately 70% Completed in excess of 30 km of drilling increasing our resource from 30.5 Mt1 to 74.7 Mt2 Completed 2 rounds of metallurgical studie
Slide 13: Why the TSX?
Why the TSX? For personal use only Dual listing with the TSX/TSXV would expand our target shareholder base with an additional 200 Canadian institutional investors and 500 international institutional mining investors TSX is the #1 public market for mining companies globally with 1381 public listi
Slide 14: What We Will Accomplish In The Next Months
What We Will Accomplish In The Next 12 Months For personal use only Complete our infill drill program and release on updated reserve targeting +20 years of production within the Measured and Indicated resource including our southeast limb discovery Complete our trade-off study for the BFS - Resu
Slide 15: Our Premises
Our Premises For personal use only Photos (clockwise from top left): Yara’s facility at port of Rio Grande; TIMAC’s facility at port of Rio Grande; rolling countryside around Três Estradas; phosphate mineralization at surface; railway line that goes through the property 15
Slide 16: Thank You
For personal use only THANK YOU
Slide 17: Competent Persons Statement
Competent Persons Statement For personal use only The Três Estradas Phosphate Project has a current JORC compliant inferred and indicated mineral resource of 74.7 Mt which includes Measured Resources of 0.745 Mt grading 4.42% P2O5. Indicated Resources of 15.07 Mt @ 4.75% P2O5 and Inferred Resources