Aguia Resources Limited · ASX:AGR
Aguia Resources — Investor Presentation (August 2015)
26 slides from Aguia Resources's investor presentation, Aug 20, 2015
Slide 1: Aguia Resources Limited Investor Presentation August 2015
For personal use only August 2015 AGUIA Resources Limited ASX Code: AGR
Slide 2: Disclaimer
DISCLAIMER For personal use only This document has been prepared as a summary only, and does not contain all information about the Company’s assets and liabilities, financial position and performance, profits and losses, prospects and the rights and liabilities attaching to the Company’s securities.
Slide 3: AGUIA: A Brazilian Fertilizer Company
AGUIA: A Brazilian Fertilizer Company Aguia Resources is a fertilizer company focused on For personal use only producing domestic sources of phosphate and potash to supply the booming Brazilian agriculture sector Flagship Rio Grande do Sul phosphate projects in southern Brazil exhibit high quali
Slide 4: 2015 is a Catalyst Year for Aguia
2015 is a Catalyst Year for Aguia For personal use only Milestone ASX Rights Issue ASX Shortfall Placement New management and Board appointments Increased Tres Estradas JORC Resource 130% Upgrade beneficiation results for Tres Estradas Southern Brazil phosphate market study by Agroconsult
Slide 5: Agriculture Sector Depends on Imports
Agriculture Sector Depends on Imports For personal use only Brazil is an agricultural powerhouse globally, but totally reliant on imports of fertilizer World’s fastest growing fertilizer market and third largest agriculture exporter Brazil is 4th largest consumer of fertilizer but only has 4%
Slide 6: Aguia Phosphate in Southern Brazil
Aguia Phosphate in Southern Brazil For personal use only Southern Brazil RIO GRANDE Phosphate Projects 3 southern states of Brazil consume ~1.1 Mt of P2O5 annually with no phosphate mines in the region and none scheduled to be built Well established farming region imports 100% of its phosphate r
Slide 7: Rio Grande Do Sul: Três Estradas
Rio Grande Do Sul: Três Estradas Aguia’s primary focus in 2015 is advancing For personal use only the TRÊS ESTRADAS deposit in Rio Grande do Sul towards production Previous JORC Total JORC compliant Indicated & Inferred Resource resource expanded by 130% in 2015 from 30Mt to 70.1Mt (15.2 Mt Indi
Slide 8: PEA Confirms Viability of Três Estradas
PEA Confirms Viability of Três Estradas Preliminary Economic Assessment1 of the Tres Estradas Project confirms the technical and For personal use only economic viability of the Tres Estradas project as a low cost producer of SSP in Southern Brazil Attractive project returns with IRR of 25%, esti
Slide 9: Key Mine and Processing Stats
Key Mine and Processing Stats Open pit, truck and excavator operation. Phosphate mineralization will involve drilling and blasting. For personal use only 15.5 years life of mine. Strip ratio 2.45:1. The project will move 138 Mt of material, of which 40 Mt of ROM grading 4.3% P2O5 to be hauled
Slide 10: High Grade Oxide Ore At Surface
High Grade Oxide Ore At Surface For personal use only Shallow high-grade oxide at surface Phosphate mineralization at surface Mining method from surface is low-cost and simple: open cut with low strip ratio 10
Slide 11: Três Estradas: Beneficiation Tests
Três Estradas: Beneficiation Tests Recent beneficiation test work1 at Três Estradas has resulted in expected phosphate recovery from For personal use only oxidized material of 80% Expected phosphate recovery from fresh carbonatite of 65% Phosrock grading up to 39% P2O5 was produced from fresh
Slide 12: Low Cost Production Close To Markets
Low Cost Production Close To Markets For personal use only August 2015 PEA results demonstrate technical and economic viability of Três Estradas Três Estradas currently has potential capacity to support 500,000 tonnes of single super- phosphate (SPP) annually1 Calcite by-product 630,000 tonnes
Slide 13: Rio Grande Do Sul: Joca Tavares
Rio Grande Do Sul: Joca Tavares For personal use only New phosphate discovery Joca Tavares being assessed 40 km east of Três Estradas - high grade optionality for Três Estradas start-up Initial scout auger drilling returned excellent results in carbonatite from surface with grades up to +13% P2O
Slide 14: Rio Grande Do Sul: Cerro Preto
Rio Grande Do Sul: Cerro Preto For personal use only Just west of Joca Tavares, Cerro Preto is a sediment hosted phosphate deposit Cerro Preto mineralisation is black phosphorite beds that outcrop in an area extending some 30km along strike by 5 km wide Includes several layers of marine phosph
Slide 15: Cerro Preto: Marine Shelf Sequences
Cerro Preto: Marine Shelf Sequences For personal use only Phosphate rock resources occur principally as sedimentary marine phosphorites. Marine shelf sequences host several giant phosphate deposits around the world, including Morocco and Northern Africa, Florida, South Carolina, Idaho and Utah.
Slide 16: 2015 on the Path to Production
2015 on the Path to Production For personal use only Q1 2015 Q2 2015 Q3 2015 Q4 2015 Q1 2016 2017 Upgraded SRK issues $1.8 million Beneficiation PEA for Tres capital raise Results Estradas Key 2015 Milestones 130% increase of Market Commence JORC Resource Study from for Tres Estradas Agroconsult con
Slide 17: Logistics Savings For Local Market
Logistics Savings For Local Market For personal use only Southern Brazil’s agriculture sector completely reliant on imports of phosphate Most imported rock is from North Africa with typical logistics costs of between $50-$70/t Aguia will provide sustained logistics advantage for local blenders
Slide 18: Aguia: Capital Structure
Aguia: Capital Structure For personal use only Fully Diluted Equity AGR 12 Month Performance Ordinary Shares issued 311.64m Options 8.2m Performance Shares (July 2016) 1.5m Fully Diluted 319.9m Undiluted Market Cap at A$0.15 $46.75m (18 August 2015) Fully Diluted Market Cap at A$0.15 $47.99m Average
Slide 19: Leadership: Experienced Operators
Leadership: Experienced Operators For personal use only Executive Management Non-Executive Board Justin Reid – Executive Chairman and Managing David Gower – Independent Director Director Over 25 years experience in the minerals industry Geologist and capital markets executive with over including sen
Slide 20: AGUIA: A Brazilian Fertilizer Company
AGUIA: A Brazilian Fertilizer Company Flagship Rio Grande phosphate deposits in southern Brazil exhibit high quality & low cost For personal use only characteristics to become top quartile producer Tres Estradas recently increased JORC compliant Indicated and Inferred resource by 130% from 30Mt
Slide 21: Appendix
For personal use only APPENDIX
Slide 22: Três Estradas JORC Resource
Três Estradas JORC Resource For personal use only 1 SRK Consulting: cut-off grade of 3.0% P2O5) 22
Slide 23: Três Estradas Mineral Resource
Três Estradas Mineral Resource Total JORC compliant Indicated + Inferred resource expanded by 130%, from 30 Mt to 70.1 Mt For personal use only comprising 15.2Mt Indicated & 54.9 Inferred grading 4.20% P2O5 Higher grade oxide zone from surface doubled, now totalling 4 Mt combined Indicated & Inf
Slide 24: Asset Portfolio for Future Growth
Asset Portfolio for Future Growth For personal use only Atlantic Potash Adjacent to Brazil’s only operating potash mine – Taquari-Vassouras Mine (Vale), which produces <10% of Brazil’s consumption, with reserves until 2019 AGR controls a large landholding of ~130,000 hectares Excellent infrast
Slide 25: Competent Persons Statement
Competent Persons Statement For personal use only The Três Estradas Phosphate Project has a current JORC compliant inferred and indicated mineral resource of 70.1 Mt grading 4.20% P 2O5 (total initial contained phosphate of 2.941 Mt P2O5). This includes indicated resources of 15.2 Mt @ 5.02% P2O5 an
Slide 26: Enquiries
For personal use only Enquiries: Registered Office Head Office Suite 4, Level 9, 341 George Rua Antonio de Justin Reid, Executive Chairman & Managing Director Street, Sydney NSW 2000, Albuquerque, 156 jreid@aguiaresources.com.au Australia 15º andar - Funcionarios +612 9299 9690 Belo Horizonte – MG,
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