Stellar Resources Limited · ASX:SRZ
Stellar Resources — Shareholder Meeting (November 2014)
16 slides from Stellar Resources's shareholder meeting presentation, Nov 17, 2014
Slide 1: Heemskirk Tin Project - Annual General Meeting
For personal use only Heemskirk Tin Project Highest grade undeveloped ASX-listed tin resource Annual General Meeting November 2014 ASX: SRZ www.stellarresources.com.au
Slide 2: Agenda
Agenda For personal use only Financial Position/Board Changes Tin Market Update Optimisation Adds Value Exploration Potential Future Milestones 2
Slide 3: Strong balance sheet and register
Strong balance sheet and register For personal use only Financial Information ASX ticker SRZ (listed Apr-05) Number of shares 300.2m Number of options 25.0m (8.0c ex. price; 26-Feb-17 expiry) Share price A$0.03 (12 mth range: A$0.027-0.058) Market capitalisation A$9.0m Cash A$3.5m (30-Sep-14) Enterp
Slide 4: Experienced team
Experienced team For personal use only Phil Harman (Non-Executive Chairman) geophysicist with 30 years experience in BHP Billiton minerals exploration. Past and present Director of several ASX listed companies. Peter Blight (Managing Director) geologist and mining analyst with 30 years experienc
Slide 5: Tin price decline due to US$ rise
Tin price decline due to US$ rise For personal use only 5
Slide 6: Cost underpins US$20,000 price floor
Cost underpins US$20,000 price floor For personal use only 6
Slide 7: Tin users are positive
Tin users are positive For personal use only 7
Slide 8: Heemskirk + St Dizier = 85kt tin
Heemskirk + St Dizier = 85kt tin For personal use only Heemskirk: highest grade undeveloped ASX listed tin resource 2.00 bubble size = kt of contained tin Renison Bell 1.75 MLX 50% 1.50 Heemskirk 1.25 Tin Grade % 2013 Heemskirk + St Dizier 2011 1.00 2014 Achmmach KAS 100% MGT 83.5% 0.75 Rentails 0.5
Slide 9: Heemskirk one of 7 projects with chance to operate by 2020
Heemskirk 1 of 7 in a field of 157 For personal use only BGR – German Federal Institute of Geosciences and Natural Resources has a mandate to report on future supply of critical metals to Government and Industry In 2014 – the well resourced BGR (budget €94m 2014) reported on Tin after studying 1
Slide 10: Optimisation: adding value to PFS
Optimisation: adding value to PFS For personal use only PFS represents a base case with significant untested upside Improved metallurgical recovery Increasing overall recovery by 1 percentage point adds $4.9 million or 8% to NPV Increased mine life Each additional year of life adds $13 milli
Slide 11: Potential for high grade hits
Potential for high grade hits Key Intersections: For personal use only Queen Hill QH 125 - 32m @ 1.6% Sn Severn ZS113 – 7m @ 4.0% Sn Montana ZM67 – 8m @ 3.9% Sn 11
Slide 12: St Dizier – potential open pit
St Dizier – potential open pit Pipe-like tin-magnetite skarn in serpentised carbonate For personal use only Best grades within 70m of surface 12
Slide 13: Outstanding exploration potential
Outstanding exploration potential Potential for additional tin targets in unexplored halo of silver-lead veins For personal use only All deposits open at depth and poorly explored below 300 metres 13
Slide 14: Excellent project in a great location - Future Milestones
Excellent project in a great location For personal use only By the end of 2014 Future Milestones Notice of Intent Submitted 2015 Complete metallurgy optimisation Commence DFS drilling and studies Complete St Dizier scoping study 2016 Update PFS outcomes Complete financing Complete geologic
Slide 15: Disclaimer
Disclaimer Forward Looking Statement For personal use only This presentation was prepared by Stellar Resources Limited ( the “company”). It should not be considered as an offer or invitation to subscribe for or purchase any securities in the company or as an offer or invitation with respect to those
Slide 16: Stellar Resources Limited
Stellar Resources Limited Level 17, 530 Collins Street For personal use only Melbourne VIC 3000 Phone +61 3 9618 2540 Fax +61 3 9649 7200 www.stellarresources.com.au 16
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