Gwr Group Limited · ASX:GWR
Gwr — Golden West Resources — Investor Presentation (June 2010)
16 slides from Gwr's investor presentation, Jun 3, 2010
Slide 1: Investor Presentation news release
NEWS RELEASE 3 June 2010 INVESTOR PRESENTATION Please find attached the presentation to be made by Chief executive officer, Mark Hine and Executive director, John Lester, to investors in Sydney on 3 June 2010 and Melbourne on 4 June 2010. The presentation sets out the Company’s Development Strategy.
Slide 2: Investor Presentation June 2010
Investor Presentation June 2010 Wiluna West Iron Ore Project – A Sound Investment
Slide 3: Overview
Overview David Sanders (Non Executive Chairman) 15 years experience in corporate and resources law John Lester (Executive Director) 35 years international stockbroking experience and corporate adviser Mick Wilson (Executive Director) 25 years exploration geologist in Australia and SE Asia, discovere
Slide 4: Development Strategy
Development Strategy Resource Large Enough to Underpin Successful Commercial Development
Slide 5: Stage I: Short Term Strategy
Stage I: Short Term Strategy Tonnes Fe % SIO2 % Al2O3 P % LOI % (Mt) % IND 9.9 63.9 3.5 1.8 0.03 2.4 INF 8.9 62.6 4.4 1.9 0.04 2.4 TOTAL 18.8 63.3 3.9 1.9 0.04 2.4 Stage I Delivers Strong Margins While Demonstrating The Quality of The Resource
Slide 6: Esperance: Unlocking Immediate Value
Esperance : Unlocking Immediate Value Spur or Public Total Port Road Rail (km) (km) (km) Oakajee 230 400 630 Esperance 320 650 970 Esperance Option – Infrastructure Backbone in Place
Slide 7: Stage II: Medium Term Strategy
Stage II: Medium Term Strategy Stage II Enhances Project Economics while Long Term Infrastructure Developed
Slide 8: Stage III: Long Term Strategy
Stage III: Long Term Strategy Project Scale Underpinned by Quality of Resource and Support of Off-take Partner
Slide 9: Stage III: Long Term Strategy
Stage III: Long Term Strategy Spur or Public Total Port Road Rail (km) (km) (km) Oakajee 230 400 630 Esperance 320 650 970 Project Scale Underpinned by Quality of Resource and Support of Off-take Partner
Slide 10: Project Costs: Wiluna West
Project Costs: Wiluna West Development Strategy GWR Infrastructure Mine Mine Wiluna West Project Mine Capex Capex Opex Output ($’Mil) ($’Mil) ($/t) (Mtpa) Stage I* 1.0 10 5 80 Stage II# 3.0 75+ 15 70 Stage III – Oakajee# 10.0 500+ 350 50 Stage III – Esperance# 10.0 600+ 350 60 *Capex and Opex estima
Slide 11: Market Outlook
Market Outlook @i) GoldenWest RESOURCES LIMITED > Chinese Steel Consumption forecast to double over next 10 years. > Iron Ore Market to remain in tight supply until 2013. > China is experiencing a remarkable demographic transition. > China now the Worlds largest Automobile Manufacturer. Calendar Yea
Slide 12: Investment Metrics
Investment Metrics Hematite Iron Ore Resources A$/t EV per Resource Tonnes 14 13 with infrastructure sol'n 12 11 10 without infrastructure sol'n 9 8 7 6 5 4 3 2 1 0 GWR TLM AQD GIR WPG IOH POL/MIN BRM FRS AGO CUL HLX BCI MGX UMC FMG RHI FMS MMX Wiluna West is a High Quality Asset
Slide 13: Key Project Milestones
Key Project Milestones Milestone Target Date Status Native Title Agreement Jul 2010 Commercial terms agreed 60 Mt Reserve Dec 2010 Advanced Stage I Mining Approval Dec 2010 Application lodged Stage I Rail and Port Agreements Dec 2010 Initiated Stage I Mining Apr 2011 Mine Approval Dependent Stage II
Slide 14: Summary
Summary Wiluna West Iron Ore Project – A Robust Development Strategy
Slide 15: Regulatory and Compliance
Regulatory and Compliance Gy GoldenWest RESOURCES LIMITED Disclaimer This presentation contains reference to certain plans of Golden West Resources Limited which may or may not be achieved. The performance and operations of Golden West Resources Limited may be influenced by a number of factors, unce
Slide 16: Thank You
Thank You Wiluna West Iron Ore Project – A Sound Investment
Golden West Resources — Investor Presentation (June 2010) on 6ix