Slide 1: ASX cover letter for conference presentation
R ES O U RCES L TD AB N 3 5 0 0 0 6 8 9 2 1 6 For personal use only 11 September 2007 Manager Announcements Company Announcements Office ASX Limited 20 Bridge Street Sydney NSW 2000 Dear Sir, PRESENTATION Attached is a copy of a presentation to the Excellence in Mining and Exploration Conference in
Slide 2: Multi Commodity Development in the Central West of NSW
ALKANE RESOURCES LTD ABN 35 000 689 216 For personal use only Multi Commodity Development in the Central West of NSW Excellence in Mining and Exploration Conference Sydney 10-11 September 2007 www.alkane.com.au
Slide 3: Corporate Profile
CORPORATE PROFILE For personal use only ASX Code ALK (listed since 1969) Issued Capital 200m shares Cash (31/08/07) A$3.5m Trading Range (1 yr) A$0.17 - $0.45 Trading Volume (1 yr) average about 10m/mth Current Market Cap A$60m Gandel Metals 18.2% No Debt
Slide 4: Alkane Management
ALKANE MANAGEMENT John Dunlop Chairman Mining Engineer with 36 years in mining operations For personal use only Ian Chalmers Managing Director Geologist with 36 yrs experience in mining, exploration and development Tony Lethlean Non-executive director Geologist with 10 yrs in mining and 14 yrs in fi
Slide 5: Australia – project locations
For personal use only Australia – project locations Nullagine BC Iron Central West NSW Gold – copper Leinster Nickel JV Zr-Nb-Y-U-REE Perth Sydney 500 km Project
Slide 6: Alkane Projects and major deposits, Central West NSW
Tritton Copper Central West For personal use only NSW The Peak 2Moz Alkane Projects TGP Gold Copper - gold and Syerston Ni Pt DZP major deposits Newmont JV Rio Tinto Gold - copper 2Moz 1.5Mt Cu Newcrest 30Moz 2Mt Cu Barrick 4.5Moz
Slide 7: Tomingley Gold Project Regional Outcrop Geology
Tomingley Gold Project For personal use only Regional Outcrop Geology Cover Caloma Hervey Group Wyoming Myalls United Dulladerry Rhyolite Yeoval Granite Forbes Group Peak Hill Mungincoble Chert 153,000 ozs produced Cotton Formation Goonumbla (Mingelo) Volcanics
Slide 8: Tomingley Gold Project Wyoming Geological Summary
Tomingley Gold Project For personal use only Wyoming Geological Summary 58,700oz New discovery 3km Pelitic Sediments Feldspar porphyry 547,700oz Volcaniclastic sediments Graphitic mudstone Volcaniclastic conglomerate 70,000oz production Epidote altered volcanics Chlorite-talc schist Andesitic volcan
Slide 9: Tomingley Gold Project – South View
Tomingley Gold Project – South View For personal use only Peak Hill Gold Mine Smiths 153,000 oz production, 450,000 oz in sulphides at depth McLeans Myalls United Mine 70,000oz production Myalls Deeps Wyoming One >550,000oz Caloma 200,000oz ?500,000oz Wyoming Three >60,000oz Newell Highway Tomingley
Slide 10: Tomingley Gold Project Resource Summary
TOMINGLEY GOLD PROJECT Resource Summary Wyoming One and Three Dec 2005 For personal use only 0.75g/t gold cut off Measured 4.835 mt @ 2.24g/t gold 348,350 oz 58% Indicated 1.025 mt @ 2.76g/t gold 91,000 oz 15% Inferred 1.270 mt @ 4.09g/t gold 167,000 oz 27% TOTAL 7.130 mt @ 2.70g/t gold 606,350 oz 1
Slide 11: Caloma Preliminary Geological Interpretation
Tomingley Gold Project For personal use only Caloma Preliminary Geological Interpretation Pelitic Sediments Feldspar porphyry Volcaniclastic sediments Graphitic mudstone Volcaniclastic conglomerate Epidote altered volcanics New RC Intersections Chlorite-talc schist 37m @ 8.63g/t Au Andesitic volcani
Slide 12: Caloma RC Drilling May 2007
For personal use only Tomingley Gold Project Caloma RC Drilling May 2007
Slide 13: Wyoming Proposed Pit Locations
Tomingley Gold Project For personal use only Wyoming Proposed Pit Locations Addition gold potential Caloma 200,000oz Total Project potential to approach 1Moz
Slide 14: Wyoming Development Summary
TOMINGLEY GOLD PROJECT Wyoming Development Summary For personal use only Definitive Feasibility Study program to resource drill out Caloma, optimise open pits, generate conceptual underground mine plan, optimise head grades and recoveries Detailed design and engineering for CIL treatment plant Curre
Slide 15: Orange Area Regional Geology
Orange Area Molong Regional For personal use only Geology Newmont Joint Venture Cudal ODEJV = Molong and Moorilda Quaternary Tertiary Carboniferous granites Siluro-Devonian granites Cadia Valley Moorilda +30Moz Siluro-Devonian sediments Ordovician monzonite and related intrusives Ordovician ultramaf
Slide 16: ODEJV McPhillamys Discovery 2006
ODEJV McPhillamys Discovery 2006 McPhillamys Discovery 2006 123m @ 1.96g/t Au For personal use only 123m @ 1.96g/t Au 10m @ 4.08g.t Au Moorilda 10m @ 4.08g.t Au 31m @ 1.64% zn 31m @ 1.64% zn Geology and Prospects 7m @ 2.85g/t Au 7m @ 2.85g/t Au 6m @ 2.37g/t Au 6m @ 2.37g/t Au Godolphin Structural Co
Slide 17: ODEJV Soil geochemistry with drill hole locations
ODEJV For personal use only Moorilda McPhillamys 600m Soil geochemistry with drill hole locations 300m
Slide 18: ODEJV Drill Section 6292050mN
ODEJV Moorilda For personal use only McPhillamys Drill Section 6292050mN Legend Sediments Western altered sediments Altered-sediments Felsic volcanic / volcaniclastic Volcaniclastic sediments Mineralised Zone - Au Mineralised Zone - Zn >0.10% Zn >0.25 g/t Au
Slide 19: ODEJV Drill Section 6292120mN
ODEJV Moorilda For personal use only McPhillamys Drill Section 6292120mN Legend Sediments Western altered sediments Altered-sediments Felsic volcanic / volcaniclastic Volcaniclastic sediments Mineralised Zone - Au Mineralised Zone - Zn >0.10% Zn >0.25 g/t Au
Slide 20: ODEJV Mineralisation and target potential
ODEJV For personal use only Moorilda McPhillamys East Zinc Zone +0.2% Zn Mineralisation with drill hole 300m locations East Gold Zone Target potential +1g/t Au > 1Moz West Gold Zone +1g/t Au Central Zinc Zone +1% Zn 200m
Slide 21: ODEJV Molong – Borenore Prospect Core drilling
For personal use only ODEJV MOLONG - Borenore Prospect Core drilling May 2007
Slide 22: Dubbo Zirconia Project Site and Infrastructure Location
DUBBO ZIRCONIA PROJECT Project Site and Infrastructure Location For personal use only
Slide 23: Dubbo Zirconia Project Resources
DUBBO ZIRCONIA PROJECT RESOURCES For personal use only Measured Resource : 35.7 million tonnes grading 0 - 55 metres 1.96% Zr02, 0.04%HfO2, 0.14% Y2O3 0.46% Nb2O5, 0.03% Ta2O5 , 0.014% U3O8, and 0.75% REO Inferred Resource : 37.5 million tonnes at similar grades 55 - 100 metres TOTAL : 73.2 million
Slide 24: Dubbo Zirconia Project Current Program
DUBBO ZIRCONIA PROJECT Current Program For personal use only AusIndustry Commercial Ready Grant of A$3.29M in April 2006 on dollar for dollar basis to complete process optimisations, and construct and operate the Demonstration Pilot Plant (DPP). Laboratory program to review and optimise flow sheet c
Slide 25: Dubbo Zirconia Project Process Flow Sheet
DUBBO ZIRCONIA PROJECT PROCESS FLOW SHEET For personal use only LKANE
Slide 26: Process Flow Sheet – Possible developments
DUBBO ZIRCONIA PROJECT Process Flow Sheet – Possible developments For personal use only Uranium Separated yttrium Nuclear power and HREE’s for speciality glasses, magnets, alloys, ceramics Zirconium and Niobium and hafnium metal tantalum for special alloys Thorium ?? Nuclear and special alloys Accle
Slide 27: Possible Product Suite
DUBBO ZIRCONIA PROJECT Possible Product Suite For personal use only Zirconium products ZBS Zirconium basic sulphate ZOH Zirconium hydroxide ZCO Zirconium carbonate ZrO2 Zirconia (calcined) Zirconium and hafnium metal Niobium - tantalum Nb2O5 niobium (+Ta) concentrate products Yttrium - rare earth Yt
Slide 28: Product market summary
DUBBO ZIRCONIA PROJECT Product market summary For personal use only Zirconium: drying agent in paints; primer coat of vehicle metalwork; ceramic pigments; engineering ceramics; catalysts; electronics; solid oxide fuel cells cladding in nuclear power plants; special alloys and glasses Hafnium: contro
Slide 29: Demonstration Pilot Plant
DUBBO ZIRCONIA PROJECT For personal use only Demonstration Pilot Plant July 2007 21m 24m
Slide 30: DZP Probable Outputs
DZP Probable Outputs For personal use only Base case models of 200,000 to 500,000 tonnes per year throughput 9,000 to 22,500 tonnes of zirconium chemicals (3kt to 7.5kt zirconia equivalent) 1,000 to 2,500 tonnes of niobium-tantalum concentrate (0.6kt-1.5kt Nb equiv) 2,400 to 6,000 tonnes of
Slide 31: Alkane Resource Summary
Alkane Resource Summary Tomingley Gold Project For personal use only Wyoming One (M,Ind & Inf) 547,700 oz Wyoming Three (M,Ind & Inf) 58,772 oz Caloma ? Potential ?200,000 oz Total 805,000 oz Peak Hill Sulphide (Ind & Inf) 467,570 oz TOTAL 1,274,000 oz Wellington Project Galwadgere Indicated (0.
Slide 32: Strategy
12 Month Strategy For personal use only Resource drill out for the Caloma open pit – October start. Assess underground at Caloma, Myalls United and Wyoming Three Complete feasibility study on TGP (Wyoming-Caloma) – mid 2008 DZP - Operate Demonstration Pilot Plant at ANSTO Advance feasibility s
Slide 33: The Project Pipeline
The Project Pipeline For personal use only PROJECT 2007 2008 2009 2010 2011 2012 TGP Wyoming DFS DFS>EIS> Const > 70,000oz 70,000oz 70,000oz Caloma Resource DA>Const Prod Peak Hill Review /drill Resource DPP DPP>DFS DFS>DA – Const-Prod 31,000t 31,000t DZP Const ODEJV McPhillamys Exploration Resource
Slide 34: The New Force in Zirconium
ALKANE RESOURCES LTD ABN 35 000 689 216 For personal use only “The New Force in Zirconium” and hafnium, niobium, yttrium, with significant input from gold www.alkane.com.au Disclaimer: This presentation contains certain forward looking statements and forecasts, including possible or assumed reserves