Blackstone Minerals Ltd · ASX:BSX
Blackstone Minerals — Blackstone Virtual Conference Presentation - May 2020
20 slides from Blackstone Minerals's conference presentation, May 6, 2020
Slide 1: Corporate
CORPORATE (ASX:BSX) Wednesday, 6th May 2020 www.blackstone .com.au admin@blackstone .com.au
Slide 2: Project Portfolio
Project Portfolio Silver Swan South Project 03 (Gold-Nickel) Drill ready targets for both nickel sulfide and gold along strike of major gold and nickel sulfide mines, accessed via sealed road ~40km from Kalgoorlie, Western Australia 02 Aircore drilling 500m x 300m gold anomaly with best result t
Slide 3: Corporate Overview
Corporate Overview Blackstone Minerals is a leading battery and precious metals exploration and development ASX Code BSX company focused on the flagship Ta Khoa Nickel PGE (Cu Co) sulfide project Shares on Issue 230.6m Board of Directors Last Share Price (5 May 2020) 16c Over 20 years corporate and
Slide 4: Lithium-ion battery technology and nickel demand from EVs
Summary of Lithium-ion battery technology and Ni (Co) demand predicted from the imminent EV revolution Nickel and Cobalt are used in the most dominant battery chemistries for electric vehicles (EVs) – NMC (Ni Mn Co) and NCA (Ni Co Al) • Cathode and battery manufacturers are moving towards higher nic
Slide 5: EcoPro - world's second largest nickel-rich cathode manufacturer
EcoPro - world’s second largest and Korea’s largest nickel- rich cathode manufacturer Blackstone recently partnered with EcoPro, the world’s second largest nickel-rich cathode manufacturer: • EcoPro is a South Korea-based company engaged in the battery and environment material businesses • EcoPro ma
Slide 6: Ta Khoa Nickel PGE (Cu Co) Sulfide Project
Ta Khoa Nickel PGE (Cu Co) Sulfide Project Large Scale, Infrastructure Advantage, Epicentre of Asia Electronics and EV Manufacturing Large scale modern underutilised hydroelectric power generation within Son La province, Vietnam Vietnam is the centre of a large electronics manufacturing industry wit
Slide 7: Ta Khoa Nickel PGE (Cu Co) Sulfide Project
Ta Khoa Nickel PGE (Cu Co) Sulfide Project 7
Slide 8: District: Deposit Analogies, District Geology and Exploration Results
Ta Khoa Nickel PGE (Cu Co) Sulfide District: Deposit Analogies, District Geology and Exploration Results Ban Phuc Disseminated Sulfide
Slide 9: District Geological Setting and Deposit Model
Ta Khoa Nickel District Geological Setting and Deposit Model Deposit Model Norilsk District Nickel PGE (Cu Co) Ban Phuc Tunguska Flood Basalts Circum Pacific orogens Ni-Cu – (PGE) Transbaikal backarc rifts Sulfide-dominated deposit1 • Ta Khoa Nickel District analogy Altaid orogenic collage Ni-Cu Sul
Slide 10: Underexplored district scale nickel sulfide opportunity
Ta Khoa Nickel PGE (Cu Co) Sulfide District Underexplored district scale nickel sulfide opportunity Ta Khoa Nickel – PGE (Cu – Co) District • District scale Nickel PGE (Cu Co) sulfide project Suoi Phang • Over 25 advanced stage massive sulfide vein 6.0% Ni, 3.5% Cu 0.2 g/t PGE Blackstone Ban Phuc DS
Slide 11: Latest Ban Phuc drill results; King Cobra Discovery
Ta Khoa Nickel PGE (Cu Co) Sulfide Project Latest Ban Phuc drill results; King Cobra Discovery Ban Phuc Drillhole Locations – Plan View Ban Phuc 3D-View Drill Results and Infrastructure Aggressive Blackstone drill program ongoing at Ban Phuc disseminated sulfide (DSS) Ban Phuc Blackstone has drilled
Slide 12: Ban Phuc DSS – King Cobra Discovery
Ban Phuc DSS – King Cobra Discovery Section 49850 Section 49900 • Blackstone recently discovered the King Cobra shallow, high grade zone within the Ban Phuc DSS • The King Cobra discovery provides a potential vector towards the high grade “feeder zone” • Approximately one third of the Ban Phuc DSS t
Slide 13: Scoping Study and Downstream Nickel Sulfate Refinery
Ta Khoa Nickel PGE (Cu Co) Sulfide Project: Scoping Study and Downstream Nickel Sulfate Refinery Ban Phuc Disseminated Sulfide
Slide 14: Downstream Nickel Sulfate Refinery
Ta Khoa Downstream Nickel Sulfate Refinery Blackstone is advancing an initial scoping study in parallel with resource drilling that includes plans for a Nickel Sulfate Refinery in Vietnam • Metallurgical text work commenced on disseminated mineralisation • Competitive input costs based on bulk minin
Slide 15: Next steps and timeline; anticipated newsflow
Ta Khoa Nickel PGE (Cu Co) Sulfide Project Next steps and timeline; anticipated newsflow Blackstone’s ongoing aggressive exploration program and development of the Ta Khoa Nickel PGE (Cu Co) Sulfide Project next steps include: 01 Deliver a maiden resource in Q3, focused initially on the Nickel PGE (
Slide 16: Comparison to ASX-listed Nickel Sulfide Company Valuations
Comparison to ASX-listed Nickel Sulfide Company Valuations Over the coming months Blackstone will deliver a maiden resource and an initial scoping study. This has the potential to deliver growth in market capitalisation bringing Blackstone in line with other more advanced ASX-listed nickel sulfide p
Slide 17: Presentation Summary
Presentation Summary Proven track record of mineral discovery and corporate success • An international portfolio of high-quality battery and precious metals exploration projects across South East Asia, North America and Australia • Exploring the Ta Khoa Nickel Project, South East Asia’s Premier Nick
Slide 18: Ban Phuc Exploration Drilling
Ban Phuc Ban Phuc Ban Phuc Ban Phuc Ban Phuc 18 Exploration Drilling Massive Nickel Sulfide Disseminated Nickel Sulfide King Cobra Discovery 450ktpa Concentrator
Slide 19: Disclaimer
Disclaimer Forward Looking Statement • This presentation may contain certain forward looking statements and projections regarding: • estimated, resources and reserves; • planned production and operating costs profiles; • planned capital requirements; and • planned strategies and corporate objectives
Slide 20: Contact details
Suite 3, Level 3, 24 Outram Street, West Perth, WA, 6005 T: +61 8 6425 5217 | F: +61 8 6500 9982 | E: admin@blackstoneminerals.com.au | www.blackstoneminerals.com.au @blackstone_BSX @blackstoneminerals Blackstone Minerals This presentation has been prepared for Blackstone Minerals by Global Ore Disc
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