Havilah Resources Limited · ASX:HAV
Havilah Resources — Shareholder Meeting (December 2020)
23 slides from Havilah Resources's shareholder meeting presentation, Dec 16, 2020
Slide 1: 2020 AGM Technical Review Presentation
ASX MEDIA RELEASE 16 December 2020 2020 AGM TECHNICAL REVIEW PRESENTATION Havilah Resources Limited (Havilah or Company) is pleased to circulate the 2020 Technical Review presentation that will be presented at the 2020 Annual General Meeting today by Dr Chris Giles, Havilah’s Technical Director and
Slide 2: AGM 2020 Technical Presentation
An Advanced Stage 100% Owned Multi-Commodity Minerals Portfolio Ctrl-click on this page to view Havilah’s latest overview video AGM 2020 TECHNICAL Havilah Resources 1 PRESENTATION 15/12/2020
Slide 3: Cautionary and Competent Person’s Statements
Cautionary and Competent Person’s Statements Cautionary Statement The information contained in this presentation is not financial product advice. The presentation is for information purposes and is of a general and summary nature only. Neither Havilah Resources Limited (Havilah) nor any member of th
Slide 4: 2020 snapshot
2020 snapshot • Focused on West Kalkaroo – drilling, feasibility study and mine permitting considerably advanced. • Positive investor sentiment – allowed capital to be raised to fund Havilah’s work programs through to the end of 2021. • Rise in gold price (and improved gold recoveries) – made the We
Slide 5: 2021 objectives – using funds recently raised
2021 objectives – using funds recently raised West Kalkaroo gold open pit – priority objective • Advance feasibility study and permitting work with the aim of commencing gold mining development activities during 2021 (noting that Havilah retains a high degree of optionality as the large scale Kalkar
Slide 6: Advanced mineral projects summary
Advanced mineral projects summary Copper – Gold – Cobalt – (REE) • Kalkaroo: Positive independent prefeasibility study (PFS) confirms Kalkaroo as one of the largest undeveloped open pit copper deposits in Australia based on 100 Mt Ore Reserve (contains 474,000 tonnes copper & 1.4 million ounces gold
Slide 7: West Kalkaroo gold open pit
West Kalkaroo gold open pit Final Kalkaroo conceptual open pit shape for large scale • Initial development plan is to commence copper-gold project a lower capital gold open pit (blue), with approximately 80,000-90,000 ounces of gold production over 3 years. • This would mine the shallowest and lowes
Slide 8: Why Kalkaroo is a valuable mineral asset
Why Kalkaroo is a valuable mineral asset • Kalkaroo is one of the largest undeveloped open pit copper deposits in Australia containing a JORC Ore Reserve (90% Proved) of over 100 Mt at a CuEq grade* of 0.89% or 890,890 CuEq tonnes. • There are very few such large undeveloped open pit copper deposits
Slide 9: Kalkaroo as future potential source of REE
Kalkaroo as future potential source of REE • REE are critical minerals that are vital components in a wide range of ‘green energy’ and other applications (e.g. wind turbines, electric vehicles, rechargeable batteries, mobile phones), whose supply is dominated by China (refer to Critical Minerals Pro
Slide 10: Mutooroo copper mine project
Mutooroo copper mine project One of the highest grade sulphide cobalt deposits with associated copper in Australia Concept is for an initial shallow open pit exploiting >1.3% Cu Conceptual open pit to 130m depth and 0.14% Co Measured and Indicated resources followed by underground mining of higher g
Slide 11: Exceptional prospectivity in many under-explored targets
Exceptional prospectivity in many under-explored targets • Mutooroo lies within a very prospective copper-cobalt district that has high discovery potential for additional resources at nearby prospects. • On adjacent 100% owned exploration licences are numerous prospects dating from the1960’s with po
Slide 12: Grants iron ore: Favourable logistics, yield and recovery
Grants iron ore: Favourable logistics, yield and recovery • 304 million tonne Inferred Resource at Grants and 3.5-3.8 billion tonne Exploration Target* at adjoining Grants Basin. • Deposits outcrop at the surface, have simple geometries, minimal internal waste and low waste:ore indicating favourable
Slide 13: Iron ore transportation and port logistics solutions
Iron ore transportation and port logistics solutions • MOU signed with Port Augusta Operations who is constructing the new Port Playford iron ore transshipment facility. • “Port Playford will offer a strategically located, low capital and near-term export facility….and will offer storage, port and t
Slide 14: A promising outlook for Havilah during 2021
A promising outlook for Havilah during 2021 • Right commodities – critical minerals, copper, iron ore and gold. • Right time – favourable commodity prices, excellent medium term outlook for copper with the renewable energy revolution upon us. • Right location – Curnamona Craton, northeastern South A
Slide 15: Havilah’s high leverage to copper is positive for the future
Havilah’s high leverage to copper is positive for the future Copper is a critical metal of the future Note copper price is in USD/tonne. • Fundamental for key technologies necessary to deliver renewable energy and Equivalent to USD3.51/lb (using a support a low-carbon transition, which is driving ac
Slide 16: Mineral Resources
JORC Ore Reserve & Mineral Resources JORC Ore Reserves Classifica Tonnes Copper Gold Copper tonnes Gold ounces Project tion (Mt) % g/t (Kt) (Koz) Proved 90.2 0.48 0.44 430 1,282 Kalkaroo1 Probable 9.9 0.45 0.39 44 125 Total 100.1 0.47 0.44 474 1,407 Footnotes to the JORC Ore Reserve and Mineral Reso
Slide 17: Additional information
Additional information 1. ASX copper peer comparisons 2. ASX gold peer comparisons 3. Kalkaroo project NPV7.5% value matrix (2 December 2020) Havilah Resources 16 12/15/2020
Slide 18: High leverage to copper based on CuEq JORC Resources
High leverage to copper based on CuEq JORC Resources Amongst its ASX peers shown here, Havilah has one of the highest Source: PCF Resources Thermometer November 2020 leverages to copper, based on its Enterprise Value / CuEq JORC Resources Havilah Resources 17
Slide 19: High leverage to copper based on CuEq Ore Reserves
High leverage to copper based on CuEq Ore Reserves Amongst its ASX peers shown here, Havilah has the highest leverage to Source: PCF Resources Thermometer November 2020 copper, based on its Enterprise Value / CuEq Ore Reserves Havilah Resources 18
Slide 20: High leverage to gold based on gold JORC Resources
High leverage to gold based on gold JORC Resources Source: Gold Nerds December 2020 Amongst its ASX peers shown here, Havilah has one of the highest leverages to gold, based on its Market Capitalisation / Gold JORC Resources Comparison criteria are: 1. Only ASX listed explorers and developers with p
Slide 21: High leverage to gold based on gold ore reserves
High leverage to gold based on gold ore reserves Amongst its ASX peers shown here, Havilah has Havilah has the lowest valuation one of the highest compared with its peers on a market leverages to gold, based on cap/gold ore reserve only basis its Market Capitalisation / Gold Ore Reserves Comparison
Slide 22: Kalkaroo project NPV 7.5% value matrix
Kalkaroo project NPV7.5% value matrix Gold price USD/oz and AUD/oz (at AUD:USD exchange rate of 0.75) USD $1,000 $1,100 $1,200 $1,300 $1,400 $1,500 $1,600 $1,700 $1,800 $1,900 $2,000 $2,100 $2,200 AUD $1,333 $1,467 $1,600 $1,733 $1,867 $2,000 $2,133 $2,267 $2,400 $2,533 $2,667 $2,800 $2,933 Copper p
Slide 23: Havilah Resources
CONTACT INFORMATION SUBSCRIBE TO OUR MAILING LIST & CORPORATE Havilah Resources Limited ABN: 39 077 435 520 ASX Code: HAV FIND US ONLINE www.havilah-resources.com.au [>] youtube.com/havilahresources lin} linkedin.com/havilah-resources if} facebook.com/havilah-resources: fa twitter.com/havilah-resour
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