Iron Road Ltd · ASX:IRD
Iron Road — Investor Presentation (June 2013)
18 slides from Iron Road's investor presentation, Jun 7, 2013
Slide 1: Central Eyre Iron Project
Central Eyre Iron Project For personal use only Central Eyre铁矿石项目 Long Life Iron Ore Project Opportunity 长年限的铁矿石项目机会
Slide 2: Disclaimer
Disclaimer For personal use only Forward-Looking Statements This presentation contains forward looking statements concerning the projects owned by Iron Road Limited. Statements concerning mining reserves and resources may also be deemed to be forward looking statements in that they involve estimates
Slide 3: Iron Road's Vision
Iron Road’s Vision Iron Road的愿景 For personal use only Iron Road’s vision is to become a trusted and reliable supplier of premium iron concentrates to the Asian marketplace. Iron Road的愿景是发展成为 一家面向亚洲市场提供优质 精铁矿，值得信赖并且可靠 的供应商。 3
Slide 4: Board & Management
Board & Management 董事会与管理层 For personal use only Key Investors Peter Cassidy 非执行主席 The Sentient Board 董事会 主要投资方 Julian Gosse 非执行董事 Group集团, 58% Ian Hume 非执行董事 Jerry Ellis AO 非执行董事 Leigh Hall AM 非执行董事 Andrew Stocks 董事总经理 Larry Ingle 总经理 Management 管理层 Major Alan Millet 基建经理 Institutions, 主要机构, Aaron
Slide 5: Central Eyre Iron Project (Iron Road 100%)
Central Eyre Iron Project (Iron Road 100%) Central Eyre铁矿石项目(Iron Road 100%) For personal use only • Large scale, long life magnetite project, with 20 million tonnes per year of concentrate production 大型的、年限长的磁铁矿项目。每 年精矿产量可达2,000万吨 • High grade concentrate (~67% Fe), similar to high grade domestic C
Slide 6: Expected Specifications & Resource
Expected Specifications & Resource 预计规格与资源 For personal use only Expected Product Specifications Resource Base 预计产品规格 资源基础 • 66.8% Fe, 3.3% silica, 1.9% Alumina, • 3.7 billion tonnes @ 16% Fe 0.005 Phosphorous 37亿吨 @ 16% 铁 66.8% 铁，3.3% 二氧化硅，1.9% 氧化 • Long production life 铝， 0.005 磷 生产年限长 • Coarse pr
Slide 7: CISRI Test Work Shows Marvellous Results
CISRI Test Work Shows Marvellous Results 中国钢研科技集团（CISRI）试验工作显示喜人成果 For personal use only • Bulk test programme at the China Iron & Steel Research Institute Group (CISRI), Beijing 于中国北京钢研科技集团(CISRI)进行的批量测试计划 • Can be used in sintering and pelletising 可用于烧结和球团作业 • Substitutes for Brazilian Fines, Pilb
Slide 8: Iron Road's Natural Advantage
Iron Road’s Natural Advantage Iron Road的天然优势 For personal use only Iron Road’s mineralisation has a natural advantage – the earth’s forces have done much of the hard work already Iron Road的矿化作用具备天然的优势，那就是 大自然已经完成了大部分的辛劳工作 Does not require pelletising 无需团粒化 Coarse brittle rock 易碎粗矿石 Less impurities 更
Slide 9: Premium Grades, Lower Processing Costs
Premium Grades, Lower Processing Costs 优质品位，较低加工成本 For personal use only 72 CEIP high quality (higher revenue) CEIP高品位 (更高收益) 70 coarse grind (higher margin) 粗研磨 (更高利润) 68 精矿品位 - % iron 66 64 62 60 58 Bulk of competition Iron Road 大部分竞争者 Competitor 竞争者 56 0 20 40 60 80 100 P80磨矿粒度 – 微米 9
Slide 10: Economic and Competitive Advantages
Economic and Competitive Advantages 经济性和竞争优势 For personal use only Mining Processing Rail Port 开采 加工 铁路 港口 Low strip ratio of 0.8:1 Common and proven Significantly shorter than Sheltered, deep location 低剥离率 0.8:1 mechanical process Pilbara and Brazilian routes with short jetty = reduced 常用并经验证的 比Pil
Slide 11: Deep Water Port
Deep Water Port 深水港 For personal use only • Cape Hardy offers sheltered, deep water with no dredging or breakwater required Cape Hardy港口不受风雨侵袭，并且拥有 深水区，无需疏浚或防波堤 • 1.6km modular jetty/wharf structure 1.6公里长模组式码头/码头建筑 • 30Mtpa capacity at commissioning 试运行阶段吞吐量每年3000万吨 • Handymax, Panamax and Capesize
Slide 12: Gawler Iron Project (Iron Road 90%)
Gawler Iron Project (Iron Road 90%) Gawler铁矿石项目(Iron Road 90%) For personal use only Potential for 1-2Mtpa development that may provide early sustaining cash flows 拥有每年100万至200万吨的开发潜力，可提供维持早期 的现金流 • Average in situ grades ~25% iron, with higher grade zones of ~36% iron 平均就地品位~25% 铁，以及更高品位地区~36% 铁 •
Slide 13: Gawler Conceptual Plant Layout
Gawler Conceptual Plant Layout Gawler概念设备设计 For personal use only • Modular plant layout, designed for rail transport. 模组式设备设计， 为铁路运输特别设计 • ~25km from Trans- Australian rail with connection to bulk ports 距Trans-Australian铁 路25公里，连接散货港 13
Slide 14: On the Road to Production
For personal use only On the Road to Production 通向生产之路 Subscribe to alerts online 订阅网上通知 www.ironroadlimited.com.au 14
Slide 15: Appendices
For personal use only 附录 Appendices 15
Slide 16: CEIP Competitive Advantages
CEIP Competitive Advantages For personal use only Resource Quality Infrastructure Political Risk Proximity to Markets Long life and easily Very low. Government CEIP upgradable, producing Viable solution to fill support to stimulate Favourable (South Australia) consistent high quality infrastructure
Slide 17: CEIP Competitive Advantages (Chinese)
CEIP Competitive Advantages CEIP竞争优势 For personal use only 资源质量 基础建设 政治风险 市场邻近度 CEIP 寿命长、品位升级容易， 可行的解决方案去填补基 非常低。政府对激励更 (South Australia) 并且出产始终如一的高质 适宜 建的空白 广泛的行业活动提供支持 量产品 (南澳) Competing Proposals 竞争提案 Western Australia 可供选择的矿床有着平均 低，然而更为严格的监管 受约束的、不可行的港口 标准以下的铁品位 – 远远 障碍以及更高的特许使用 适宜 西澳 开发方案 低于62%
Slide 18: CEIP Resource Statement
CEIP Resource Statement CEIP资源声明 For personal use only CEIP Global Mineral Resource CEIP 全球矿产资源 Tonnes 吨 Fe SiO2 Al2O3 P Location位置 Classification 分类 (Mt) (100万吨) (%) (%) (%) (%) Measured 探明级 2,222 15.69 53.70 12.84 0.08 Murphy South/Rob Roy Indicated 控制级 474 15.6 53.7 12.8 0.08 Inferred 推断级 667 16