Terramin Australia Limited · ASX:TZN
Terramin Australia — Investor Presentation (July 2018)
25 slides from Terramin Australia's investor presentation, Jul 30, 2018
Slide 1: Investor Presentation
For personal use only TERRAMIN SOUTH AUSTRALIA GOLD Investor Presentation Richard Taylor | CEO July 2018
Slide 2: Forward Looking & Competent Person Statements
Forward Looking & Competent Person Statements Disclaimer For personal use only This presentation has been prepared by Terramin Australia Limited (Terramin). It is current as at the date of this presentation. It contains information in a summary form and should be read in conjunction with Terramin’s
Slide 3: Corporate Snapshot - 30 June 2018
Corporate Update Corporate Snapshot - 30 June 2018 Board and Management For personal use only Share on issue 1,869,478,040 Feng Sheng Executive Chairman Market Cap $196M @ $0.105/share Michael Kennedy Non-Executive Chairman Liquidity 30 Day - 179,413 shares Angelo Siciliano Non-Executive Director Ca
Slide 4: Board & Management
Board & Management Board & Executives For personal use only Mr Feng Sheng Richard Taylor Executive Chairman – Appointed 17 April 2013 Chief Executive Officer Mr Sheng is the Chairman of Melbourne based Asipac Richard is a mining executive with more than 15 years’ experience Group. Mr. Sheng has been
Slide 5: Vision and Values
Vision and Values Terramin will become a top 5 base metals company by leveraging its first-mover advantage in For personal use only Algeria and nurturing strengths in stakeholder engagement and environmental stewardship Acting in a manner that is compliant Working with others, being a with regulator
Slide 6: Terramin Demerger of Gold Assets
Terramin Demerger of Gold Assets Terramin has announced a strategic review looking at the demerger of its precious and base metals For personal use only business. The focus of today’s presentation is the South Australian gold assets: 6
Slide 7: South Australian Gold Overview
South Australian Gold Overview South Australia... A great place to be in gold For personal use only • SA Government Gold Commodity Strategy to follow successful launch of its ‘Copper Strategy’. • Gold mineralisation widespread and occurs in almost all geological provinces in the state. • Currently 8
Slide 8: Terramin Sustainability
Terramin Sustainability A core value of Terramin is safety and sustainability, particularly acting in a manner that both For personal use only complies and exceeds regulatory, safety and environmental standards. Sustainability Program • Mining baseline studies covering - water sources (ground and su
Slide 9: Stakeholder Engagement
Stakeholder Engagement Terramin actively engages with communities in South Australia through the Strathalbyn and For personal use only Woodside Community Consultative committees as well as hundreds of informal interactions Terramin Approach • All Projects have a Community Engagement Plan • CEP clear
Slide 10: Bird-in-Hand – Forward Looking Plan
Bird-in-Hand – Forward Looking Plan New management team has been appointed with a clear pipeline of activities to deliver For personal use only on Terramin’s South Australia gold strategy and potential demerger. Current status: 01 Mineral Resource of 588kt at 13.3g/t for 252koz 02 Capacity with exis
Slide 11: Bird-in-Hand – High Grade Potential
For personal use only Grade 1 (g/t) 10 12 14 16 18 0 2 4 6 8 Fosterville 1. Gwalia Bird in Hand Nicolsons Waihi Penny's Find Agnew Lawlers Tanami Hera Cracow Mt Carlton Jundee Granny Smith Mount Monger Deflector Kalgoorlie Ops Darlot Challenger Sunrise Dam St Ives Carosue Dam Tomingley Mungari Bird-
Slide 12: Bird-in-Hand Gold – Project Mine Plan
Bird-in-Hand Gold – Project Mine Plan Terramin’s mine plan for the BIH deposit is based on a simple small scale underground cut and fill For personal use only method. High grade gold ore will be extracted from below the historical mine workings: Mine Plan Concept Cut and fill mining • Mining out a l
Slide 13: Bird-in-Hand – Gold Project and Processing
Bird-in-Hand – Gold Project and Processing Terramin’s existing Angas processing facility at Strathalbyn will be a central hub for gold production For personal use only from BIH and other potential regional high grade gold targets: Bird in Hand Angus hub New Project New Project 13
Slide 14: Terramin Exploration Pipeline – Pathway 1m Oz
Terramin Exploration Pipeline – Pathway 1m Oz Terramin has a pipeline of high grade potential gold targets that will form the basis of its For personal use only aspirational target of 1m Oz in resource from existing tenements and potential acquisitions. Bird in 252k Oz Resource Hand BIH The Deeps Ri
Slide 15: Bird-in-Hand – Exploration Upside
Bird-in-Hand – Exploration Upside Bird in Hand Gold Project has significant exploration upside – deposit open at depth and historic For personal use only mines highlight the potential along strike. Current Bird in Hand Resource stands at 252,000 ounces. Planned Infill drilling Planned Extension dril
Slide 16: Terramin Exploration – The Slopes
Terramin Exploration – The Slopes The Slopes had historical production of 4,000 oz of alluvial gold, several hard rock mines For personal use only in the area produced in excess of 31.1g/t ounce. No drilling performed over this ground. Average grade of hard rock mines above 31g/t gold 16
Slide 17: Terramin Exploration – Wild Horse
Terramin Exploration – Wild Horse Terramin has a longer term pipeline of larger targets such as Wild Horse which represents a For personal use only potential porphyry gold-copper system which we plan to test in 2019. Quartz-Sericite-Pyrite? Potassic Zone? Wild Horse – Terramin Alumbrera – Argentina
Slide 18: Terramin Strategy – Gold Peers
Terramin Strategy – Gold Peers Terramin’s gold strategy will focus on leveraging the high number of historic gold mines in For personal use only South Australia. High grade potential compares favourably with peer projects: 18
Slide 19: Terramin Strategy – Gold Peers
Terramin Strategy – Gold Peers Gold valuations for peers have found strong market support and a demerged Terramin South For personal use only Australia Gold would be a significant gold company in its own right. Contained Gold Oz v Market Cap 2,500 250 2,000 200 Market cap A$ Millions Gold Resources
Slide 20: Why Gold? Why Now
For personal use only $AUD per Gold Ounce 200 400 600 800 1000 1200 1400 1600 1800 2000 0 1/12/1978 1/11/1979 1/10/1980 1/09/1981 1/08/1982 1/07/1983 1/06/1984 1/05/1985 1/04/1986 1/03/1987 1/02/1988 1/01/1989 potential for a demerged entity. 1/12/1989 Why Gold? Why Now 1/11/1990 1/10/1991 1/09/1992
Slide 21: Project Benefits
Project Benefits For personal use only • Low pre-production capital cost Low Capex • Existing processing plant with licensed tailings storage facility • Existing infrastructure corridor • High grade deposit Low Costs • Existing skilled workforce in regional South Australia Quartile • Access to relia
Slide 22: Bird in Hand – Indicative Time Frames
Bird in Hand – Indicative Time Frames Timeframes are for indicative purposes only. Exact timeframes depend on discussions with For personal use only regulators and stakeholders and the successful completion of study works. 2018 2019 2020 2021 01 Approvals & Permitting Mining Lease, Miscellaneous Pur
Slide 23: Reasons to Invest in Terramin
Reasons to Invest in Terramin Terramin is in the right place at the right time and with the right projects and people For personal use only to capitalise on a strong price environment for its key commodities Right Commodity Right Assets Right People • Zinc & lead historic • Algeria an emerging • Sig
Slide 24: Contact Details
Contact Details For further information please contact: For personal use only Richard Taylor Main Office Chief Executive Office Unit 7, 202-208 Glen Osmond Road, Fullarton, Adelaide Simon Iacopetta South Australia, 5063 Chief Financial Officer T +61 (0) 8 8213 1415 F +61 (0) 8 8213 1416 info@terrami
Slide 25: Annex: Gold Resources
Annex: Gold Resources For personal use only Indicated Resource Inferred Resource Total Resource 2016 Resource Tonnes Au Ag Tonnes Au Ag Tonnes Au Au Ag Ag Bird in Hand (kt) (g/t) (g/t) (kt) (g/t) (g/t) (kt) (g/t) (koz) (g/t) (koz) Bird in Hand 167 16.16 13.5 421 12.23 3 588 13.3 252 6.1 115 Total 16
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