Slide 1: ASX cover letter: Presentation to Mining NSW Conference
R ES O U RCES L TD AB N 3 5 0 0 0 6 8 9 2 1 6 For personal use only 1 September 2008 Manager Announcements Company Announcements Office ASX Limited 20 Bridge Street Sydney NSW 2000 Dear Sir, PRESENTATION Attached is a copy of a presentation to the Mining New South Wales Conference being held in Oran
Slide 2: Mining NSW Conference, Orange - Australia project locations
ALKANE RESOURCES LTD ABN 35 000 689 216 For personal use only Mining NSW Conference Orange 1 September 2008 www.alkane.com.au Australia – project locations Nullagine BC Iron 9M shares = A$8M Leinster Nickel JV Central West NSW Xstrata Nickel Gold – Copper Rare metals Perth Sydney 500 km Project 1
Slide 3: Central West NSW Alkane Projects Location
Central West Tritton Copper For personal use only NSW The Peak 2Moz Alkane Projects TGP Gold Copper - gold and Syerston Ni Pt DZP major deposits Newmont JV Gold - copper Rio Tinto 2Moz 1.5Mt Cu All Alkane projects Newcrest within the 120km Barrick 30Moz 2Mt Cu diameter circle 4.5Moz Tomingley Gold P
Slide 4: Tomingley Gold Project Geological Summary
Tomingley Gold Project For personal use only Geological Summary 58,700oz 1km New discovery Pelitic Sediments 3km Feldspar porphyry 547,700oz Volcaniclastic sediments Graphitic mudstone Volcaniclastic conglomerate 70,000oz historic production Epidote altered volcanics Chlorite-talc schist Andesitic v
Slide 5: Tomingley Gold Project Wyoming One Section and Resource Summary
Tomingley Gold Project Wyoming One For personal use only North – South Section 9m @ 12.5g/t Au 85m @ 2.15g/t Au 614075mE 6m @ 9.53g/t Au Alluvium Cotton Formation 12m @ 6.22g/t Au Feldspar porphyry Volcaniclastic sediments 18.4m @ 5.74g/t Au 12.5m @ 7.88g/t Au 7.2m @ 11.06g/t Au Graphitic mudstone V
Slide 6: Tomingley Gold Project Caloma Sections
Tomingley Gold Project For personal use only Caloma Preliminary Geological Interpretation Pelitic Sediments Sections Feldspar porphyry Volcaniclastic sediments Graphitic mudstone Volcaniclastic conglomerate Epidote altered volcanics New RC Intersections Chlorite-talc schist 37m @ 8.63g/t Au Andesiti
Slide 7: Tomingley Gold Project Caloma East-West Section
Tomingley Gold Project Caloma For personal use only East – West Section 6394260 Alluvium Cotton Formation Feldspar porphyry Volcaniclastic sediments Graphitic mudstone Volcaniclastic conglomerate Epidote altered volcanics Chlorite-talc schist Andesitic volcanics TOMINGLEY GOLD PROJECT Mineralised zo
Slide 8: Tomingley Gold Project Development Summary
Tomingley Gold Project For personal use only Proposed Pit Locations Addition gold potential Caloma 200,000oz Æ 400,000oz Total Project potential to approach 1Moz TOMINGLEY GOLD PROJECT Development Summary Definitive Feasibility Study program incl resource drill out Caloma, optimise open pits, optimi
Slide 9: Orange Area Regional Location and Geology
Orange Area Regional For personal use only Location Carlin and Ridgeway type porphyry targets Newmont Joint Venture Molong and Moorilda NMA to spend $5M before Aug 2010 to earn 51% Cadia Valley +30Moz Can go to 75% by carrying all expenditures to final BFS Orogenic (structural) gold targets ODEJV Mc
Slide 10: ODEJV Moorilda McPhillamys Drill Section
ODEJV Moorilda For personal use only McPhillamys Mineralisation ~0.5g/t Au o KPD 003 with drill hole 600m locations o KPD 002 Target potential > 1Moz Æ 2.5Moz 200m ODEJV Moorilda McPhillamys Drill Section 6292120mN Strongly foliated dacitic schist 349m @ 0.87g/t Au Med-coarse grained dacitic volcani
Slide 11: ODEJV Moorilda McPhillamys Drill Section and Conceptual Target Size
ODEJV Moorilda For personal use only McPhillamys Drill Section 6292220mN Strongly foliated dacitic schist 336m @ 1.85g/t Au Med-coarse grained dacitic 264m @ 2.41g/t Au volcaniclastic 109m @ 4.07g/t Au Coarse grained volcaniclastic conglomerate (Epiclastic) True widths ~ 75% Strongly foliated daciti
Slide 12: ODEJV Regional Geology with IP chargeability
ODEJV Silurian Volcanics Moorilda For personal use only McPhillamys Regional Geology with IP chargeability 4km The 2.5Moz target Ordovician Volcanics 78m @ 1.04g/t Au ODEJV Moorilda McPhillamys Drill hole locations 300m with IP chargeability Target potential 200m 2.5 Moz ? x 3 ?? 11
Slide 13: ODEJV 2008 Program
ODEJV Moorilda For personal use only McPhillamys 2008 Program 4km McPhillamys Scoping 7,000m RC + Core drilling Regional Scouting 4,000m RC + Core drilling incl IP and Kings Plains Area DUBBO ZIRCONIA PROJECT Project Site and Infrastructure Location 12
Slide 14: Dubbo Zirconia Project Geology
DUBBO ZIRCONIA PROJECT For personal use only Key metals Light rare earths Heavy rare earths DUBBO ZIRCONIA PROJECT Geology 0 200 metres Jurrasic trachyte subvolcanic intrusive . Drill hole collar Triassic sediments 13
Slide 15: Dubbo Zirconia Project Resources
DUBBO ZIRCONIA PROJECT RESOURCES For personal use only Measured Resource : 35.7 million tonnes grading 0 - 55 metres 1.96% Zr02, 0.04%HfO2, 0.14% Y2O3 0.46% Nb2O5, 0.03% Ta2O5 , 0.014% U3O8, and 0.75% REO Inferred Resource : 37.5 million tonnes at similar grades 55 - 100 metres TOTAL : 73.2 million
Slide 16: Process Flow Sheet and Product Market Summary
DUBBO ZIRCONIA PROJECT PROCESS FLOW SHEET For personal use only DUBBO ZIRCONIA PROJECT Product market summary Zirconium: drying agent in paints; primer coat of vehicle metalwork; ceramic pigments; engineering ceramics; catalysts; electronics; solid oxide fuel cells cladding in nuclear power plants;
Slide 17: Zirconia market and industry structure
DUBBO ZIRCONIA PROJECT For personal use only Current Zirconia Zr Chemical Uses 2006 Consumption 100,000 tonnes 2010 Estimated 126,000 tonnes with industry growth rate of 4.5%pa High growth areas: Advanced ceramics and catalysts 13.0%pa Ceramic pigments 8.0%pa TZ Minerals International Dec 07 DUBBO Z
Slide 18: Primary niobium production
DUBBO ZIRCONIA PROJECT Primary niobium production For personal use only Since early 2007, price has spiralled to US$65/kg from long term base of around US$16/kg. Currently ~US$55/kg TIC Dec 07 DUBBO ZIRCONIA PROJECT Schematic Illustration of Metallurgical Niobium Industry Structural steels Stainless
Slide 19: Yttrium - Rare Earth Market
DUBBO ZIRCONIA PROJECT Yttrium - Rare Earth Market For personal use only China currently produces 95% of world output of 122,500 tonnes 2007 2012 demand forecast 190,000 tonnes. China is limiting the export of raw materials Roskill 2007 IMCOA 2008 DUBBO ZIRCONIA PROJECT Yttrium - Rare Earth Market B
Slide 20: Yttrium - Rare Earth Market demand and supply
DUBBO ZIRCONIA PROJECT Yttrium - Rare Earth Market For personal use only 200,000 200,000 175,000 175,000 Shortfall Demand tpa - REO 150,000 150,000 125,000 125,000 100,000 100,000 75,000 75,000 50,000 50,000 25,000 25,000 0 0 f f f f f f 00 01 02 03 04 05 06 07 08 09 10 11 12 20 20 20 20 20 20 20 20
Slide 21: Demonstration Pilot Plant - Shed and Kiln
DUBBO ZIRCONIA PROJECT Demonstration Pilot Plant – Shed Internal For personal use only DUBBO ZIRCONIA PROJECT Demonstration Pilot Plant - Kiln 20
Slide 22: Demonstration Pilot Plant - Filter and Solvent Extraction
DUBBO ZIRCONIA PROJECT Demonstration Pilot Plant – Primary Filter For personal use only DUBBO ZIRCONIA PROJECT Demonstration Pilot Plant – Solvent Extraction Circuit 21
Slide 23: Zirconium Recovery and The Project Pipeline
DUBBO ZIRCONIA PROJECT Demonstration Pilot Plant – Zirconium Recovery For personal use only The Project Pipeline PROJECT 2008 2009 2010 2011 2012 2013 TGP Wyoming Caloma Peak Hill DZP ODEJV McPhillamys ? ? ?? Wellington Galwadgere Exploration Resource Feasibility Construction Production 22
Slide 24: Multi Commodity Development in the Central West of NSW
ALKANE RESOURCES LTD ABN 35 000 689 216 For personal use only Multi Commodity Development in the Central West of NSW Arsenopyrite in Caloma core Disclaimer: This presentation contains certain forward looking statements and forecasts, including possible or assumed reserves and resources, production l