Canyon Resources Limited · ASX:CAY
Canyon Resources — Investor Presentation (November 2019)
16 slides from Canyon Resources's investor presentation, Nov 27, 2019
Slide 1: Developing the World Class Minim Martap Bauxite Project
For personal use only Developing the World Class Minim Martap Bauxite Project 2-Stage, 2-Port Development November 2019 Canyon Resources Limited ACN 140087261
Slide 2: Disclaimer
Disclaimer For personal use only This presentation is for information purposes only. Neither this presentation nor the information contained in it constitute an offer, invitation, solicitation or recommendation in relation to the purchase or sale of shares in any jurisdiction. This presentation may
Slide 3: The Minim Martap Project Overview
The Minim Martap Project Overview For personal use only Large, high-grade resource: Total resource of 892 MT @ 45.1% Al2O3 and 2.8% SiO2 (total). Potential Resource upside: Current resource is only from 50% of the target bauxite plateaux on the Project. Positive scoping study - Profitable Stage-1, 3
Slide 4: Stage-1 Economics
Stage-1 Economics For personal use only Economic highlights Key economic metrics • Low capital with typical capital intensity relative to Capex ($USDm) Production (tpa) global bauxite developments. • Opex offset by world leading product quality. 78 3m • Product quality and stability drives price mar
Slide 5: 2-Stage, 2-Port Development Strategy
2-Stage, 2-Port Development Strategy For personal use only Fast and profitable start up option through Douala • 3Mtpa start up through Douala Port. Stage - 1 • Utilise existing rail line in its current configuration, no requirement for upgrades. • Douala port has capacity for additional export tonna
Slide 6: A Global Tier Bauxite Resource
A Global Tier 1 Bauxite Resource For personal use only The JORC code 2012 compliant Mineral Resource (35% Al2O3 CoG) Resource estimate for the Minim Martap Tonnes (Mt) ore Alumina Silica Total 892 45.1% Al2O3 2.8% SiO2 Project is 892Mt at 45.1% Al2O3 and 2.8% SiO2. Indicated 839 45.2% Al2O3 2.8% SiO
Slide 7: Stage-1 Product Profile
Stage-1 Product Profile For personal use only Danielle plateaux on the Minim Martap permit. Stable Stage-1 bauxite grade profile. Minim Martap available alumina Benchmark avilable alumina Minim Martap reactive silica Benchmark reactive silica 55 9 50 7 Alumina % 45 Silica % 5 40 35 3 30 1 Year 1 Yea
Slide 8: Project and Infrastructure Locations
Project and Infrastructure Locations For personal use only Project locations relative to existing infrastructure. Adjacent to existing and operating rail line. With capacity to transport 3Mtpa plus of bauxite in current configuration. Douala Port connects to the current rail line. Capacity to transs
Slide 9: Accessible and Operating Rail Line
Accessible and Operating Rail Line For personal use only Camrail passenger and freight train services Currently operational • The existing rail line services from the Douala Port to the Minim Martap Project area. • Currently a daily passenger service and daily freight train from Douala on the line.
Slide 10: Stage-1 Development: Export Through Douala Port
Stage-1 Development: Export Through Douala Port For personal use only The Douala Port is in operation and is serviced Douala port directly by the existing rail line. • Rail line directly to quayside. • Project will integrate with existing facilities. • Opportunity to transship from Douala to larger
Slide 11: Stage-2 Development: Kribi Deep Water Port
Stage-2 Development: Kribi Deep Water Port For personal use only Kribi deep water port The Kribi deep water port has been completed The CMA CGM Bianca, Post Panamax size and is operational. ship (C. 100,000 DWT), being direct ship loaded at the Kribi deep water port • Inner harbor depth of 16m draug
Slide 12: Global Bauxite Market
Global Bauxite Market For personal use only Forecast seaborne bauxite market 2010 - 2025 Large scale and continued growth driven by demand 2025 2019 2010 but always in need of high-grade product. Solomon Islands • The seaborne bauxite market has grown by 255% Sierra Leone since 2010 and forecast to
Slide 13: Risk of over reliance on Guinea bauxite
Risk of over reliance on Guinea bauxite For personal use only • Guinea bauxite exports currently account for 50% of global Forecast global bauxite price impact from potential seaborne bauxite. supply disruptions from Guinea • 69% of current Guinea bauxite production is exported to China, 200% foreca
Slide 14: About Canyon Resources
About Canyon Resources For personal use only Board and Management team with a track record of delivering projects in Africa and experienced in bulk commodities. Board and Management Canyon Resources Ltd ASX: CAY Non-Executive Chairman David Netherway Shares on issue 443,276,469 Managing Director Phi
Slide 15: The Minim Martap Project
The Minim Martap Project For personal use only Global Tier 1 DSO Bauxite Project 892 MT @ 45.1% Al2O3 and 2.8% SiO2 (total), including; Indicated 431 Mt @ 48.8% Al2O3 and 2.6% SiO2 (total) The current resource is only from 50% of the target bauxite plateaux on the Project A positive Stage-1 developm
Slide 16: Contact Details
For personal use only Contact Details: Phillip Gallagher info@canyonresouces.com.au
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