Sovereign Metals Limited · ASX:SVM
Sovereign Metals — Investor Presentation (September 2016)
19 slides from Sovereign Metals's investor presentation, September 2016
Slide 1: A World-Class Graphite Opportunity – Africa Downunder
A WORLD-CLASS GRAPHITE OPPORTUNITY AFRICA DOWNUNDER SEPTEMBER 2016 ASX:SVM
Slide 2: Malawi Flake Graphite Opportunity
MALAWI FLAKE GRAPHITE OPPORTUNITY. Very strong outlook driven by Li-ion battery demand for electric/hybrid vehicles, & traditional uses for expanded graphite foils (gaskets, fuel pumps, automotive etc). New battery technologies are transforming demand for natural flake graphite. The Malawi Flake Gra
Slide 3: Management Team with a Proven Track Record of Success
MANAGEMENT TEAM WITH A PROVEN TRACK RECORD OF SUCCESS. COLLIN DAVY IAN MIDDLEMAS DR JULIAN STEPHENS MATTHEW WHEELER Exploration Manager - Chairman Managing Director Technical Manager Malawi Mr Middlemas is a Chartered Dr Stephens is a Geologist Mr Wheeler is a Geologist Mr Davy is a Geologist with A
Slide 4: The Growing Importance of Natural Graphite
THE GROWING IMPORTANCE OF NATURAL GRAPHITE. Natural graphite has been the strongest growing input for anodes in lithium batteries. Strong shift away from synthetic (artificial) graphite as a result of cost, environment issues and supply. General trend away from lower quality Chinese graphite to bett
Slide 5: Dominant Ground Position in the World-Class East African Flake Graphite Province
DOMINANT GROUND POSITION IN THE WORLD-CLASS EAST AFRICAN FLAKE GRAPHITE PROVINCE.
Slide 6: Enviable Infrastructure
ENVIABLE INFRASTRUCTURE MALINGUNDE IS LOCATED WITHIN 20KM OF MALAWI’S CAPITAL, LILONGWE. RAIL, POWER & PLENTIFUL FRESH WATER ARE ALL AVAILABLE. : F 1 580000mE 00000mE , . Kamuzu QS Graphue Gnelse International Powerline ‘i Rail to Nacala Port einer National Highway Electricity Secondary Road Sub-Sta
Slide 7: Malingunde Saprolite-Hosted Graphite Deposit
MALINGUNDE SAPROLITE-HOSTED GRAPHITE DEPOSIT. Just received initial metallurgical results show premium quality flake graphite concentrates can be produce from a simple flowsheet High-grade flake graphite has now been defined by hand auger drilling over 3.4km strike length with cumulative across stri
Slide 8: Malingunde Saprolite-Hosted Graphite Deposit
MALINGUNDE SAPROLITE-HOSTED GRAPHITE DEPOSIT. Recent PQ diamond drilling shows saprolite depths averaging 20-30m. Thickness & consistency of saprolite substantially increases the overall tonnage potential. The Malingunde deposit is large and high grade, averaging about ~ 8% TGC in hand auger drillin
Slide 9: Malingunde – Hand Auger Drilling into Soft Saprolite-Hosted Graphite Mineralisation
MALINGUNDE – HAND AUGER DRILLING INTO SOFT SAPROLITE-HOSTED GRAPHITE MINERALISATION.
Slide 10: Initial Metallurgy Results
INITIAL METALLURGY RESULTS. Results from the first flotation test on this material showed: Combined concentrate across all flake size fractions grading 97.3% C(t). ~50% of the concentrate in the jumbo and coarse size fractions (i.e. +149µm). The process flowsheet is very simple and uses a scrubber (
Slide 11: Malingunde – A Unique Flake Graphite Deposit
MALINGUNDE – A UNIQUE FLAKE GRAPHITE DEPOSIT. Excellent quality concentrate produced by a simple flowsheet in the very first laboratory flotation test is exceptional. Thick and consistent preserved saprolite profile – large tonnage potential. Free-dig mining and very low strip ratios with mineralise
Slide 12: Duwi – One of the World's Largest Flake Graphite Resources
DUWI – ONE OF THE WORLD’S LARGEST FLAKE GRAPHITE RESOURCES. Total JORC Resource of 86Mt @ 7.1% TGC for 6.13MT contained graphite (5% lower cut-off). Open along strike and at depth in all areas – only 2.2km of 24km strike length drilled. Open-pitable , very low strip ratio CONTAINED TONNES GRADE CATE
Slide 13: Duwi - Metallurgy
DUWI - METALLURGY Bench Scale Testwork Results Excellent, high-purity concentrates produced in latest test-work conducted at SGS Lakefield. Spherical graphite test-work underway to test suitability for Li-Ion battery use. First results expected September – October 2016. Jumbo and large flake samples
Slide 14: Forward Plan and News Flow for Malingunde
FORWARD PLAN AND NEWS FLOW FOR MALINGUNDE AUG-SEPT Diamond drilling has commenced in order to test vertical thicknesses MALINGUNDE – 2016 of saprolite-hosted graphite mineralisation, as well as to provide DIAMOND DRILLING material for ongoing metallurgical test-work AUG 2016 ONGOING MALINGUNDE - Con
Slide 15: Market Information
MARKET INFORMATION. CAPITAL STRUCTURE Current Shares on Issue * 207,199,082 Unlisted Options ($0.10 to $0.47) 9,916,667 Performance Rights 1,400,000 (Feasibility and Commercial Transaction vesting milestones) Un-Diluted Market Capitalisation * A$20.7 m Cash (31 August 2016) ~A$3.9 m * As at 5 Septem
Slide 16: Massive Valuation Upside
MASSIVE VALUATION UPSIDE. $1,100 m Undiluted Market Capitalisation * $351m $70m $52m $48m $21m COMPANY (ASX CODE) SYR MNS KNL BKT SVM VRC Feasibility Scoping Study Resource Country Mozambique Tanzania Tanzania Tanzania Malawi Tanzania
Slide 17: What Differentiates Sovereign?
WHAT DIFFERENTIATES SOVEREIGN? Jon Hykaway, Stormcrow Capital (investingnews.com 22 June 2016) said, “There are preferred sources, there are preferred supplies, but really it’s a game that’s going to go to the inexpensive producer. To be able to compete in this space, you have to be able to compete
Slide 18: Competent Persons Statement & Disclaimer
COMPETENT PERSONS STATEMENT & DISCLAIMER COMPETENT PERSONS STATEMENT The information in this report that relates to Malingunde Exploration Results is extracted from the reports dated 29 August 2016 and 5 September 2016. These reports are available to view on www.sovereignmetals.com.au. The informati
Slide 19: Sovereign Metals Limited | ASX: SVM
Sovereign Metals Limited | ASX : SVM T: +61 8 9322 6322 | F: +61 8 9322 6558 E: info@sovereignmetals.com.au | www.sovereignmetals.com.au Level 9, BGC Centre, 28 The Esplanade, PERTH WA 6000 | ABN: 71 120 833 427 FOLLOW US
Sovereign Metals — Investor Presentation (September 2016) on 6ix