Minbos Resources Limited · ASX:MNB
Minbos Resources — Investor Presentation (February 2011)
16 slides from Minbos Resources's investor presentation, February 2011
Slide 1: Phosphate Development Project in West Africa
Phosphate Development Project in West Africa February 2011
Slide 2: Overview of Minbos Resources Limited
Overview of Minbos Resources Limited Minbos Resources Corporate Strategy Minbos Resources Limited (“Minbos”, ASX: MNB) has secured a significant position in undeveloped rock phosphate projects (the “Projects”). The exploration permits and applications are located in Angola and the western part o
Slide 3: Overview of Minbos – Capital Structure and Share Price
Overview of Minbos – Capital Structure and Share Price Recent Trading History Existing Capital Structure Closing Price (A$) Million Shares 0.70 3.0 Daily Volume Traded On-Market Daily Close Price 0.60 Total Shares at Listing 68.25m 2.5 Performance Shares* 35.0m 0.50 2.0 Market Price 18 Feb 2011 A$0.
Slide 4: Global Fertiliser Market
Global Fertiliser Market Phosphate Supply, Demand and Price Global Rock Phosphate Production – 160 Mtpa Phosphate rock is the world’s most important source of phosphate with over 87% of production being used in the manufacture of fertilisers. Morocco currently controls 50% of the sea borne marke
Slide 5: Global Fertiliser Market: Products and Demand
Global Fertiliser Market Fertiliser Products and Demand Food Consumption Per Capita Phosphate based fertilizers products include monoammonium phosphate (MAP), diammonium phosphate (DAP) and triple super phosphate (TSP). Meals Per Capita Per Day The world phosphate fertilizer demand is forecast t
Slide 6: Overview of Projects
Overview of Projects Cabinda project, Angola (50%), JV agreement with LR Group (50%) Minbos Projects License covers known phosphate prospects in Cabinda and include the Mongo Tando prospect in the west and the Cacata prospect in the east. Work completed by Companhia de Fosfatos de Angola (“COFAN
Slide 7: Cabinda Project, Angola
Cabinda Project, Angola Project Location Cabinda, Angola Located within 80km of Cabinda town via newly re-surfaced bitumen roads. Licence covers 200,000 hectares. The prospects extend from the coastline with the main body on average 30km from the coast. Geology and metallurgy An exploration
Slide 8: Recent Highlights – Drilling in line with expectations
Recent Highlights – Drilling in line with expectations Positive results from initial exploration drilling Phase One drilling program commenced 1 November 2010. 9,400m of drilling planned to define JORC compliant inferred resources. The Mongo Tando deposit was the focal point of historical expl
Slide 9: Recent Highlights – Maiden JORC Resource
Recent Highlights – Maiden JORC Resource Maiden JORC Resource On First Target Area 75 million tonnes @ 12.6% P2O5 inferred JORC resource estimate defined on the Some results from the Mongo Tando drilling: first priority target area at the Mongo Tando project with a block cut-off grade of M-001 – 6
Slide 10: Kanzi Project, DRC
Kanzi Project, DRC Kanzi prospect, DRC Project Location Kanzi prospect located 35km from the operating port of Boma that can facilitate ships to 9m draft. Licences and applications are contiguous with Cabinda concession with the same geology. 8 applications submitted over a 192,000Ha area – 2
Slide 11: Recent Highlights – Commenced Exploration in DRC
Recent Highlights – Commenced Exploration in DRC Commencement of Exploration Activities – DRC Location of Kanzi Permit and licence to commence exploration activities granted by Cadastre Minier in the DRC (statement of approval from the Mining Cadastre of the DRC). Targeting commencement of explo
Slide 12: Infrastructure
Infrastructure The Projects are ideally located close to major infrastructure with good access to ports. Ports in the Region Congo River Mouth Pointe Noire Port The Projects are located within 50km of the ocean in area that is heavily populated by oil companies. Services and accommodation are
Slide 13: Phosphate developers – Peer Analysis
Phosphate developers – Peer Analysis Company Bayovar Legend MineMakers Stonegate Aguia Minbos Key points of current and proposed developments Exchange N/A ASX ASX TSX ASX ASX Country Peru Australia Australia Peru Brazil Angola / Deposit grades are reducing from previous operations. DRC Market Cap
Slide 14: Investment Potential
Investment Potential Potential Re-Rating Peer cost comparison Minbos believes that a rapid valuation re-rating may occur as JORC resources are added to the recently released Inferred resource over a period of 6 months followed by pre-feasibility results within 18 months. Trading at significant d
Slide 15: Board of Directors
Board of Directors Peter Richards Executive Chairman Faldi Ismail Non-Executive Director Mr. Richards has over 30 years of business and international Faldi has many years of experience as a corporate consultant experience with global companies including BP plc, Wesfarmers Ltd and specialising in the
Slide 16: Important Notice
Important Notice Minbos Resources Limited (“Minbos”) has prepared this presentation (the “Presentation”) solely for the benefit of the Recipient. This Presentation is provided solely for the purpose of assisting the Recipient in its evaluation of Minbos and its phosphate development project. The Pre
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