Alkane Resources Ltd · ASX:ALK
Alkane Resources — Resources Rising Stars Gold Coast Investor Conference 2024
21 slides from Alkane Resources's conference presentation, Sep 3, 2024
Slide 1: ASX and Media Release: Alkane to present at Resources Rising Stars Conference
ASX and MEDIA RELEASE 3 September 2024 Alkane Resources Limited to present at the Resources Rising Stars Gold Coast Investor Conference Alkane Resources Limited is pleased to advise shareholders and investors that its Managing Director Mr Nic Earner will be presenting at the Resources Rising Stars G
Slide 2: About Alkane
ABOUT ALKANE - www.alkane.com.au - ASX: ALK Alkane Resources intends to grow to become one of Australia’s multi-mine gold and copper producers. The Company’s current gold production is from the Tomingley Gold Operations in Central West New South Wales, which has been operating since 2014 and has the
Slide 3: Resources Rising Stars Gold Coast Conference
Resources Rising Stars Gold Coast Conference Nic Earner Managing Director 3 September 2024 © 2024 Alkane Resources
Slide 4: Disclaimer
Disclaimer This presentation contains certain forward-looking statements and forecasts, including possible or assumed reserves and resources, production levels and rates, costs, prices, future performance or potential growth of Alkane Resources Ltd, industry growth or other trend projections. Such s
Slide 5: Company Snapshot
Company Snapshot Tomingley Boda-Kaiser (20Mtpa) FY25: A$1.78B 70K-80K oz Au pre-production capital $2,400-$2,600 AISC Cu 35,600 t From FY27: Au 159,300 oz 100K+ oz Au (pa) (pa for first 5yrs) $1,900-$2,100 AISC A$5.7B free cashflow (pre-tax) $132M capital for growth over next 18 months 17yr+ mine li
Slide 6: Corporate Profile
Corporate Profile Capital Structure Share Price 2024 Ordinary Shares 603 million Share Price (30 August 2024) A$0.42 Market Capitalisation A$253M 12 Month low/high A$0.38/0.74 Cash and Gold Bullion (30 June 2024) ~A$54.2M Interest Bearing Debt Drawn (30 June 2024) ~A$50M Total Liquidity (30 June 202
Slide 7: Tomingley
Tomingley
Slide 8: Tomingley Operation
Tomingley Operation FY25-29: $132M 455,000-505,000 oz Au capital for growth $1,900-$2,100 AISC over next 18 mths Mine life to 1.5M oz Au 2030+ in resource
Slide 9: Capital Project Timing
Capital Project Timing Construction complete Commissioning complete 2024 2024 2025 2025 2025 2025 2026 2026 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Paste Plant Flotation & Regrind Site Power Open Cut Infrastructure Open Cut Mining Newell Highway Kyalite Road Process Plant Throughput Residue Storage Facility (RSF2)
Slide 10: 2024-2026: A Transformational Period
2024-2026: A Transformational Period Quarter ending: Sep-24 Dec-24 Mar-25 Jun-25 Sep-25 Dec-25 Mar-26 Jun-26 Production Range (ozAu) 16,500–19,000 17,000–19,500 17,500–20,000 19,000–21,500 20,000–22,500 21,000–23,500 21,000–23,500 23,000–25,500 Milled Tonnes (kt) 260–290 260–290 260–290 260–290 260–
Slide 11: Five Year Plan Physicals
Five Year Plan Physicals Financial Years FY25 FY26 FY27-FY29 Production Range (ozAu) 70,000 – 80,000 85,000 – 95,000 100,000 – 110,000 Ore Source - Underground 100% 100% 60% - Open Cut 0% 0% 40% Head Grade (g/t Au) 2.3 2.5 2.4 2,400 – 2,600 1,800 – 2,000 1,900 – 2,100 Expected AISC (A$/ozAu) 1,900 –
Slide 12: Production Beyond Current Plan
Tomingley Production Beyond Current Plan • Mining has project approval to 2032, this can be extended on application • Open cut reserves exist at San Antonio and Roswell beyond current five-year plan Production Drive ~2.5km • Resources are open at depth under Roswell, San Antonio and both Caloma pits
Slide 13: Boda-Kaiser
Boda-Kaiser
Slide 14: Summary Scoping Study Metrics
Summary Scoping Study Metrics 20 Mtpa 17+ years A$1.8B Throughout (2 x 10 Mtpa) Life of Mine Capex (pre-production) 35,611 tpa 159,334 oz pa A$630.4 / oz Copper (first 5 years) Gold (first 5 years) AISC (with copper by-product credit) A$4.3B A$1.8B 24% 10-Year Free Cashflow (pre-tax) NPV (7%) IRR Fo
Slide 15: Boda-Kaiser
Boda-Kaiser • Regional exploration opportunities (~$5m pa) • Environmental studies commenced • Further studies to reduce mining costs and assess potential for bulk-tonnage, underground mining • ~15M oz Au eq. in resource • Engaging with potential partners ALKANE RESOURCES | ASX:ALK 13
Slide 16: Company Summary
Company Summary Tomingley Boda-Kaiser Substantial cash and increase gold production to 35,600 tonnes Cu 100,000 oz Au (pa) 159,300 oz Au (pa for first 5yrs) $132M capital for growth over next 18 months 4-year payback Alkane Environmental studies continuing 3 major projects approved Engaging with pot
Slide 17: @alkaneresources alkane-resources-ltd alkane.com.au
@alkaneresources alkane-resources-ltd alkane.com.au
Slide 18: Board and Management
Board and Management Ian Gandel Nic Earner Ian Chalmers Gavin Smith Anthony Lethlean James Carter Non-Executive Managing Technical Non-Executive Non-Executive CFO and Joint Chairman Director Director Director Director Company Secretary Dennis Wilkins Simon Parsons Jason Hughes Mike Sutherland Brenda
Slide 19: Successful Explorers
Successful Explorers • Alkane draws on its extensive experience to create value through mineral resource discoveries • Long term well-resourced team • Comprehensive databases • Detailed regional knowledge • Successful at developing its discoveries and will also transact or joint venture for value •
Slide 20: Tomingley Resources
Tomingley Resources ALKANE RESOURCES | ASX:ALK 18
Slide 21: Boda-Kaiser Resource
Boda-Kaiser Resource Total Boda-Kaiser Grade-Tonnage Curve ALKANE RESOURCES | ASX:ALK 19
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