Strategic Energy Resources Limited · ASX:SER
Strategic Energy Resources — Shareholder Meeting (November 2011)
14 slides from Strategic Energy Resources's shareholder meeting presentation, Nov 28, 2011
Slide 1: Strategic Energy Resources Annual General Meeting 2011
For personal use only Strategic Energy Resources Annual General Meeting 2011 presented by Mark Muzzin MD
Slide 2: Corporate: Board & Management
Corporate For personal use only Board & Management ASX Code: SER Glenister Lamont – Non-Executive Chairman Share Price: $0.09 Mark Muzzin – Managing Director Shares on Issue: 334,622,499 Options: 16,000,000 Peter Armitage – Non-Executive Director Market Cap: $30m Melanie Leydin – Company Secretary 0
Slide 3: Achievements & Highlights
Achievements & Highlights For personal use only • significant upgrade of Uley main road resource • secured Mega Graphite deal for Uley & progressed towards production • completed drilling programmes • agreement reached with PEL 182 • re-rated share price & reached new high of 19.5 cents • strengthen
Slide 4: Big year for Uley Graphite
Big year for Uley Graphite For personal use only • significant upgrade JORC compliant resource in January - indicated up 95.5% 4.3 million tonnes at 9.4% carbon - inferred up 27.7% 2.3 million tonnes at 7.5% carbon • agreement signed with Mega Graphite Inc. • Monash University strategic alliance sec
Slide 5: JORC Resource
For personal use only JORC RESOURCE
Slide 6: Mega Graphite Inc.
Mega Graphite Inc. For personal use only • private company based in Ontario, Canada • plans to list on the TSX in the upcoming months • well sponsored by leading global institutions • aims to become the supplier of high grade graphite products i.e. lithium batteries • opportunity to capitalise on gr
Slide 7: It's a Mega deal!
It’s a Mega deal! For personal use only SER’S Mega Graphite Inc Shares TARCOOLA GOLD LTD 20% SER Limited ULEY GRAPHITE Tarcoola shareholders PROJECT 33% 80% Sold as shares + Mega Share $1m from Mega for distribution = Minimum $70 M CAD $$$$$ + SER also receives 1.5% royalty over production from Uley
Slide 8: Major Upside for SER Shareholders
Major Upside for SER Shareholders For personal use only = = +
Slide 9: Uley rapid production schedule
Uley rapid production schedule For personal use only 2011 Activity Q1 drilling program completed Q2 signed term sheet for Uley with Mega Graphite significant upgrade of JORC resource to 6.6 Mt @ 8.7% graphitic carbon Q3 implementation agreement signed with Mega Graphite Q4 metallurgical testing & as
Slide 10: Other Mineral Projects
Other Mineral Projects For personal use only Falcon Bridge, Western Australia Drilling program carried out in 2010 and JV partner reviewing external specialists' report Myall Creek & Cultana, South Australia Drilling at Myall Creek continuing Negotiations with government improving regarding access t
Slide 11: Oil & Gas Exploration
Oil & Gas Exploration For personal use only • technical studies completed on offshore Gippsland Basin permits Vic/P41 & Vic/P66 • 2D and 3D seismic analysed at Vic/P41; basin modelling project on Vic/P41 & Vic/P66 defined mature nature of hydrocarbon charge • seismic inversion study planned for Vic/
Slide 12: 2012
2012 For personal use only Immediate: • finalise Uley sale • focus on key mineral projects, Myall Creek and in particular access at Cultana Work towards: • agreements to fund exploration for offshore Gippsland basin permits • commencing income stream through royalties on Uley project • seeking new e
Slide 13: JORC Resource Statement
JORC Resource Statement For personal use only
Slide 14: Disclaimer
Disclaimer For personal use only Certain statements contained in this presentation, including information as to the future financial or operating performance of Strategic Energy Resources (“SER”) and its projects, are forward looking statements. Such forward looking statements: • may include, among
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