Activex Limited · ASX:AIV

Activex — Copper Conference 2012

32 slides from Activex's conference presentation, Mar 27, 2012

  1. Slide 1: Copper Conference 2012 Investor Update

    Copper Conference 2012 Investor Update For personal use only Managing Director ActivEX Limited Doug Young Discovering new gold-copper resources Mar 2012 1

  2. Slide 2: 2011 – the year of discovery

    2011 – the year of discovery For personal use only Transforming ActivEX into a potential copper/gold miner Mar 2012 2

  3. Slide 3: 2011 – at Cloncurry and Barambah

    2011 – at Cloncurry  High grade near surface copper-gold intersections For personal use only  Focus on establishing resources  Centrally located in resurgent mining province  Neighbours getting into new production in 2012 2011 – at Barambah (Cracow country)  Bonanza grade gold-silver intersecti

  4. Slide 4: ActivEX project locations

    ActivEX project locations For personal use only Cloncurry Barambah Esk Trough Mar 2012 4

  5. Slide 5: ActivEX at Cloncurry

    ActivEX at Cloncurry  ActivEX - exciting new discoveries in high quality projects For personal use only  Cloncurry district - a world scale metals mining province o Mount Isa, Ernest Henry, Cannington, Century  Resurgent neighbourhood o Exco sale to Xstrata 2010 o Ivanhoe production startups plan

  6. Slide 6: Cloncurry Metals Province

    Cloncurry Metals Province For personal use only Ernest Henry Rocklands Cloncurry Mt Isa Mary Kathleen Eloise Greenmount Kalman Florence Barnes Shaft Young Aust Mt Elliott/Swan Tick Hill Mt Dore/Merlin Starra Cannington Phosphate Hill AIV 100% AIV Joint Venture AIV Priority application Osborne Mar 20

  7. Slide 7: Florence Project

    Florence Project Copper-gold-cobalt For personal use only  discoveries in 2010-2011  From extensive drilling – 7.6km in 57 holes  Significant high grade zones  Shallow mineralised zones puts focus on potential open pits Mar 2012 SAM conductivity image 7

  8. Slide 8: Florence Bore North (FBN)

    Florence Bore North (FBN)  Discovery hole 2010 For personal use only o 32m @ 1.09% Cu, 0.12g/t Au, 123g/t Co  2011 drilling highlights o High grade zones intersected o 22m @ 1.03% Cu, 0.07g/t Au, 44g/t Co o 14m @ 2.04% Cu, 1.08g/t Au, 101g/t Co Mar 2012 8

  9. Slide 9: Florence Bore North (FBN)

    Florence Bore North (FBN)  Discovery hole 2010 For personal use only o 32m @ 1.09% Cu, 0.12g/t Au, 123g/t Co  2011 drilling highlights o High grade zones intersected o 22m @ 1.03% Cu, 0.07g/t Au, 44g/t Co o 14m @ 2.04% Cu, 1.08g/t Au, 101g/t Co  Near surface o All intersections above 120m o Oxide

  10. Slide 10: Florence Bore North (FBN) near surface mineralised zones

    Florence Bore North (FBN) For personal use only  Near surface mineralised zones  Open at depth Mar 2012  Deep drilling planned - commencing soon 10

  11. Slide 11: Florence Bore South (FBS1)

    Florence Bore South (FBS1)  Discovery hole For personal use only o 38m @ 0.44% Cu, 0.06g/t Au, 116g/t Co  2011 drill highlights o Wide zones of mineralisation o 86m @ 0.39% Cu, 0.05g/t Au, 60g/t Co o High grade zones o 14m @ 1.42% Cu, 0.32g/t Au, 230g/t Co Mar 2012 11

  12. Slide 12: Florence Bore South (FBS1)

    Florence Bore South (FBS1)  Discovery hole For personal use only o 38m @ 0.44% Cu, 0.06g/t Au, 116g/t Co  2011 drill highlights o Wide zones of mineralisation o 86m @ 0.39% Cu, 0.05g/t Au, 60g/t Co o High grade zones o 14m @ 1.42% Cu, 0.32g/t Au, 230g/t Co  Second potential open pit o 3km south o

  13. Slide 13: Florence Bore South (FBS1) copper and rare earths

    Florence Bore South (FBS1)  Copper drill intersections For personal use only consistently high in rare earth elements  Plot of copper + cobalt (green) vs TREO (purple) shows coincidence of mineralisation styles  Further assaying in progress Mar 2012 For complete information on TREO results see AS

  14. Slide 14: Florence Bore South (FBS2)

    Florence Bore South (FBS2) For personal use only  Mineralisation over 400m  Deeper drilling shows sulphides with higher grades in primary zone o 4m @ 3.68% Cu, 0.74g/t Au, 226g/t Co Mar 2012 14

  15. Slide 15: Florence Bore South (FBS2)

    Florence Bore South (FBS2) For personal use only  Mineralisation over 400m  Deeper drilling shows sulphides with higher grades in primary zone o 4m @ 3.68% Cu, 0.74g/t Au, 226g/t Co  Potential for third open pit  More drilling required Mar 2012 15

  16. Slide 16: Cloncurry District – AIV holdings

    Cloncurry District – AIV holdings For personal use only  Multiple holdings, 992 km2 o Area has doubled in size o Granted area 636km2 o Priority for grant 356km2  Priority applications  Mt Agate JV  Selwyn East Mar 2012 16

  17. Slide 17: Cloncurry District – AIV holdings

    Cloncurry District – AIV holdings  Rare earth rock sampling For personal use only  Florence Flat up to 1% TREO Florence Bore  Sterling – multiple high values up to South 0.45% TREO  Mt Agate JV (with CAP) o AIV earning up to 75% by spending $750k o Saddle Ridge – geochem anomaly +5km long, 35m @

  18. Slide 18: Mt Agate – Sterling Prospect

    Mt Agate – Sterling Prospect  IOCG target For personal use only 9.5% Cu, 0.3g/t Au, 117ppm Mo  Granite breccias 3.9% Cu, 0.07g/t Au, 427ppm Co 16% Cu, 11.4g/t Au, 1310ppm Mo  4.5km long  Copper-cobalt  Gold  Molybdenum 720ppm Cu, 0.3g/t Au,1890ppm Mo  Uranium 2.4% Cu, 1.35g/t Au,124ppm Mo  R

  19. Slide 19: Selwyn East Project - work started

    Selwyn East Project - work started For personal use only  AIV 100%  EPM granted Sept 2010  Radiometrics shows clear structures - related to ActivEX Merlin-Mt Dore trend Selwyn East  Structures splay into AIV ground  Exploration commenced late 2011 Mar 2012 radiometric image 19

  20. Slide 20: Selwyn East Project – great address

    Selwyn East Project – great address For personal use only EPM 18073 Oct 2011 20

  21. Slide 21: Heathrow Anomaly

    Heathrow Anomaly For personal use only  Magnetic anomaly 4.5km long, mostly obscured by sand  Geophysics planned Mar 2012 aeromagnetic image 21

  22. Slide 22: Heathrow Gossans – new discovery

    Heathrow Gossans – new discovery  Outcrop over 800m For personal use only  Anomalous values up to 0.27% copper, 536ppm cobalt, 0.17ppm gold, 652ppm molybdenum and 0.9% TREO ActivEX Selwyn East Mar 2012 22

  23. Slide 23: ActivEX Projects - SEQ

    ActivEX Projects - SEQ For personal use only Cracow Barambah Mar 2012 23

  24. Slide 24: Barambah Project

    Barambah Project For personal use only  Cracow style high grade gold-silver  Bonanza Grades o 2m @ 15.9g/t Au, 1,556g/t Ag o 17.15m @ 4.98g/t Au, 118g/t Ag o 5.4m @ 2.64g/t Au, 247g/t Ag Oct 2011 24

  25. Slide 25: Barambah Project 3D model

    Barambah Project 3D model For personal use only  Open cut or shallow underground  Accessible from open pit  Treatment options within 50km  Deeper drilling planned Drilling Target Mar 2012 25

  26. Slide 26: Barambah Project - new vein found

    Barambah Project - new vein found For personal use only  Parallel vein system discovered outside tested area  High grade gold-silver values o Up to 18.6g/t Au and 214g/t Ag o Detailed sampling in progress  Possible drill target Mar 2012 26

  27. Slide 27: ActivEX Projects - SEQ

    ActivEX Projects - SEQ For personal use only Esk Trough Mar 2012 27

  28. Slide 28: Esk Trough Joint Venture

    Esk Trough Joint Venture For personal use only  $6M Coppermoly Joint Venture o COY spend $3M to earn 51% o COY spend further $3M to earn 70% o AIV claw back to 40% o COY minimum spend $0.5M  Targeting porphyry Cu-Au-Mo o Wide zones - 290m @ 0.13% Cu o Good grades - 88m @ 0.47%Cu, 0.49g/t Au  3DIP

  29. Slide 29: Capital Structure

    Capital Structure  Issued Capital 165,295,993 For personal use only  Listed Options (exercise at $0.08, 31-07-2012) 70,164,369  Unlisted Options 3,900,000  Market Cap (3-2012) $4M  Key Holders o M Ruane (&Associates) 14% o MD 7%  Cash $0.9M One year Price/volume Graph Mar 2012 29

  30. Slide 30: Key Management and Board

    Key Management and Board  Ian Daymond - Chairman For personal use only Commercial Lawyer, experience with WMC, Hunter Resources, Delta Gold as general counsel, NED Hill End Gold Limited, Honorary Consul for Botswana in NSW  Doug Young - Managing Director Geologist, 30 years experience with North,

  31. Slide 31: Project Focus 2012

    Project Focus 2012 For personal use only  Cloncurry – copper-gold-cobalt o Establish JORC Resources at Florence o Discover new zones of mineralisation near Florence o Convert Mt Agate and Selwyn East into Resource targets  Barambah – gold-silver o Build on bonanza gold-silver grades o Test paralle

  32. Slide 32: ActivEX – a transforming company

    ActivEX – a transforming company For personal use only  Building on outstanding exploration success  Converting strategic ground position into potential copper and gold mines Thank you Information provided is for information purposes and does not constitute financial product advice. You should obt

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