Strategic Energy Resources Limited · ASX:SER
Strategic Energy Resources — Investor Presentation (May 2024)
17 slides from Strategic Energy Resources's investor presentation, May 2024
Slide 1: Searching for Australia's next Giant Discovery
Searching for Australia’s next Giant Discovery Investor Presentation May 2024 www.strategicenergy.com.au ASX: SER
Slide 2: Disclaimer & Compliance Statement
Disclaimer & Compliance Statement This presentation has been prepared by Strategic Energy Resources Limited (ASX: SER) (SER or the Company). It contains general information about the Company’s activities current as at the date of the presentation. The information is provided in summary form and does
Slide 3: Corporate Overview
Corporate Overview Tight capital structure with an invested team Capital Structure Major Shareholders Share Price (20/5/24) 1.2c Graeme Kirke 13% Shares on issue 486M Datt Capital 11% Market cap. $5.8M Board & Management 9% Cash (31/03/24) $1.3M Top 20 53% Executive Team Stuart Rechner David DeTata
Slide 4: Science Driven Exploration
Science Driven Exploration Goal: Discovery of Major Copper Deposits in Australia SEARCH EXPLORE RESOLVE INCREASE THE ODDS OF MAKING A DISCOVERY
Slide 5: South Cobar Polymetallic Project
South Cobar Polymetallic Project The next exploration ‘Hot-spot’ • Located in the southern portion of the Cobar Basin – a proven mineral region with multiple mines and recent discoveries such as the Federation Deposit (ASX:AMI) • 1996-97 Achilles 1: Santa Fe Mining (SFM) defined anomalous copper (up
Slide 6: Achilles 1
Achilles 1 Defining the drill target • 2021 SER: Airborne magnetic/radiometric survey completed over the entire exploration licence at 100m E-W spacing confirmed multiple targets1 • 2022 SER: Ultrafine+TM soil geochemistry program identified a significant coincident Cu-Au and multi-element anomaly –
Slide 7: Achilles vs Achilles
Achilles 3 vs Achilles 1 Exploration Rationale: Achilles 1 is directly analogous to Achilles 3 Geochem. Anomaly ̴1,500m AGC Announcement of 15 May 20242 showing SER Achilles 1 Prospect showing Geochem anomaly1 and Regional map with Geochem soil anomalies1 and Achilles Shear Geochem anomaly and drill
Slide 8: Canobie Ni-Cu + Cu-Au Project
Canobie Ni-Cu + Cu-Au Project Exploration Analogue: Ernest Henry (ASX:EVN) • >2,000km2 within the Mt Isa Eastern Succession; includes 100km extension of the N/S Quamby fault; host to Ernest Henry Cu-Au Gold mine (140km south) • High-grade Gold intercepts drilled at the Lucky Squid Prospect including
Slide 9: Canobie Ni-Cu + Cu-Au Project
Canobie Ni-Cu + Cu-Au Project Exploration Analogue: Ernest Henry (ASX:EVN) 2023 Exploration Program - Completed • Three new IOCG targets tested (3,300m) within the first 6 months of JV • Assays confirmed IOCG alteration and pathfinder elements; trace level Copper1 • Only basement metres count toward
Slide 10: Isa North Cu-Au Project
Isa North Cu-Au Project Exploration Analogue: Capricorn Copper Mine ASX:29M) • >900km2 along the projected northern extension of the mineralised Mt Gordon fault, host to several lager deposits to the south including the Capricorn copper deposits held by 29Metals (ASX: 29M) • Acquired from Newcrest i
Slide 11: Mundi Cu-Au Project
Mundi Cu-Au Project Exploration Analogue: Kalkaroo Copper-Gold Project (ASX:HAV) • Located 150km NNW of Broken Hill within a known IOCG mineral province; covering over 1,300km2 of the Curnamona Province • Greenfields project with sparse exploration and a single drillhole • Large crustal Conductivity
Slide 12: West Koonenberry Cu-Ni Project
West Koonenberry Cu-Ni Project Exploration Analogue: Nova-Bollinger (ASX:IGO) • Located 100km NE of Broken Hill; covers 483km2 of underexplored ground interpreted as the western extension of the Koonenberry Cu-Ni belt1 • Captures 60km of prospective stratigraphy which includes outcropping basalts at
Slide 13: Myall Creek Cu Project
Myall Creek Cu Project Fortescue Earning In (ASX:FMG) • Compelling exploration project in the Olympic Copper-Gold Province, home to giants including Olympic Dam, Prominent Hill and Carrapateena • Targeting IOCG mineralisation in the Proterozoic basement and sediment hosted copper mineralisation in o
Slide 14: Cowal Au Project
Cowal Au Project Evolution Option Deal (ASX:EVN) • Located within the Cowal Igneous Complex, nearby Evolution Mining’s >11Moz Cowal Gold Mine and the >1Moz Marsden Cu-Au deposit • Projects located in open ground – secured through competitive tender process • Minimal expenditure committed by SER prio
Slide 15: Multiple Price Catalysts
Multiple Price Catalysts High impact exploration through 2024 Q2 2024 Q3 2024 Q4 2024 ACHILLES 1 Au-Ag-Cu-Pb-Zn Reverse Circulation (RC) Geochemistry & Geophysics Land Access/Permitting Drill Program/Assay Results Assay Results CANOBIE Cu-Au FJV Gravity Modelling & Diamond Drill Program & Geophysics
Slide 16: Why invest in SER?
Why invest in SER? Discover by drilling Science Driven Approach to project generation Rapid exploration with no fear of failure = low risk Drilling new Copper targets every year
Slide 17: For further information
For further information Investors Dr David DeTata Managing Director T +61 3 9692 7222 Registered Office Level 4, 100 Albert Road South Melbourne, Victoria 3205 info@strategicenergy.com.au
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