Aguia Resources Limited · ASX:AGR
Aguia Resources — Investor Presentation (March 2023)
23 slides from Aguia Resources's investor presentation, Mar 28, 2023
Slide 1: Investor Presentation
For personal use only ASX:AGR Investor Presentation 27 March 2023
Slide 2: Disclaimer
Disclaimer For personal use only This document has been prepared as a summary only and does not contain all information about Aguia Resources Limited (the “Company”), assets and liabilities, financial position and performance, profits and losses, prospects and the rights and liabilities attaching to
Slide 3: Corporate
Corporate ASX:AGR A$ 0.05 For personal use only Aguia Resources Limited (‘Aguia’ or the 52-week range: $0.039 - $0.086 ‘Company’) has two advanced mining projects in southernmost Brazil: metallic Market Cap.: A$ 21.7 M copper and organic phosphate projects, both 100% owned. Shares on Issue: 433,854,
Slide 4: Well located projects
Well located projects For personal use only The State of Rio Grande do Sul has high-quality infrastructure, as well as highly skilled labour. Organic Phosphate Metallic Copper Copper assets and targets Phosphate assets and targets 4 Camaquã mine
Slide 5: The value of Aguia
The value of Aguia For personal use only Phosphate Copper Combined (BFS) (Scoping Study) Economics NPV A$ 111 M A$ 108 M A$ 219 M IRR 54.7% 43.5% 49.3% Annual EBITDA A$ 22 M A$ 19 M A$ 41 M Exploration Assets and targets 6 11 17 Potential Tenements 141 KM² 1,550 KM² 1,691 KM² Discount rate: Phosphat
Slide 6: Highly experienced executives
Highly experienced executives For personal use only Ms. Christina McGrath, Bjuris, LLB Dr. Fernando Tallarico, MSc, PhD, P.Geo Executive Chair Managing Director Commercial and Corporate lawyer Geologist with +30 Years of international +30 years' experience. Held senior experience (+15 years in the j
Slide 7: Responsible investment
Responsible NET ZERO STRATEGY investment For personal use only Aguia has applied to Edge for the net zero certification of the Phosphate Project’s The Phosphate Project plant. already meets* 10 of the 17 Sustainable Development Goals (SDGs). Aguia has applied to Edge for the net zero certification o
Slide 8: Organic Phosphate Project
For personal use only Organic Phosphate Project Tres Estradas Mineral Resources Measured & Indicated 83.21 Mt at 4.11% P2O5 Inferred 21.8 MT at 3.67% P2O5
Slide 9: Phosphate Project Update
Phosphate Project Anderson Visconcini, MSc Project Manager Update For personal use only • Mr Visconcini is a highly experienced engineer who will lead Permiting Project Manager Appointed the project. He has relocated to be • All environmental permits have been granted near the site. by the State Env
Slide 10: Phosphate Demand
Phosphate Demand Brazil exports 49% of its agricultural production For personal use only RS is Brazil’s 3rd largest grain producer. and imports 72% of its fertilisers. The State’s grain harvest in 2020/21 was The State of Rio Grande do Sul (RS) imports valued at $50B representing 40% of its 100% of
Slide 11: Aguia's Phosrock – Pampafos
Aguia’s Phosrock – For personal use only Pampafos® Not all phosrock is the same, Aguia’s Pampafos is a unique, organic* and soluble phosphate product. Aguia’s Pampafos is competitively priced and can be sold more cheaply than the chemical alternatives. Aguia is actively pursuing sales contracts in r
Slide 12: Marketing - Agronomical Results
Marketing - Soybean Production (t/ha) Rice Production (t/ha) Agronomical For personal use only Results Now in the 4th year of independent agronomical testing on all 5 major global grain Control Natural Control Natural Phosphate Phosphate crops against commonly used chemical Marocco Marocco fertilise
Slide 13: New Phosphate Project Economics
New Phosphate Project Economics For personal use only NPV (Post-tax) EBITDA IRR PAYBACK (Average) Capex A$ 111 M 54.7% 2.9 years A$ 22 M A$ 26 M @ 10% discount rate 18 YEAR MINE LIFE CONSUMING LESS 306,000 PTY PRODUCTION THAN 5% OF THE RESOURCES Aguia is planning to produce 306,000 tonnes of 18-year
Slide 14: Phosphate assets and targets
Phosphate assets Total tenements and targets 141 KM² For personal use only Tres Estradas Mineral Resources Measured & Indicated 83.21 Mt at 4.11% P2O5 Inferred 21.8 MT at 3.67% P2O5 Aguia controls all of the known phosphate reserves in Rio Grande do Sul. There are no phosphate mines in neighbouring
Slide 15: Metallic Copper Project
For personal use only Metallic Copper Project Andrade Mineral Resources Measured & Indicated 22.6Mt at 0.43% Cu and 2.11 g/t Ag Inferred 3.0Mt at 0.43% Cu and 1.85 g/t Ag
Slide 16: Copper Update
Copper Update For personal use only • Resource update to Measured & Indicated 9/2/2023 providing certainty of the resource. • We have further proved the project’s viability building on the the Copper Scoping Study released on 9/3/2021. • No further costly drilling is required for this asset. • Permi
Slide 17: Copper demand & Supply
Copper demand & Supply For personal use only The Copper Project is located 255 The copper needed for car components will rise to 6 km from the Rio Grande Port. million tonnes per annum by 2040, increasing 143 per cent from 2020. Source: IDTechEx research commissioned by the International Copper Dema
Slide 18: Copper Project Economics
Copper Project A Pre-feasibility Study (PFS) Economics is expected to be released For personal use only by the FY23 Q4. Average EBITDA 43.5% IRR A$ 19 M Internal return rate of 43.5% Post-tax FAST PAYBACK 4.1 years payback Post-tax NPV 14-YEAR LIFE OF MINE A$ 108.1 M 14-year life of mine (without ex
Slide 19: Copper assets and targets
Copper assets Total tenements 1,550 KM² and targets For personal use only Andrade Mineral Resources Measured & Indicated 22.6Mt at 0.43% Cu and 2.11 g/t Ag Inferred 3.0Mt at 0.43% Cu and 1.85 g/t Ag Tunnel at Andrade ridge. The photo Mr. Lucas Galinari leads Aguia’s exploration was taken by the and
Slide 20: Next steps
Next steps Phosphate Project Copper Project For personal use only COPPER PFS PHOSPHATE COPPER COPPER PLANT PROJECT LP MINE Pre-feasibility CONSTRUCTION OPENS study (PFS) for Copper Project the Copper Phosphate Project Preliminary Copper Project Installation Licence Licence (LP) Project Operation * E
Slide 21: Why invest?
Why invest? For personal use only HIGH DEMAND COMBINED ECONOMICS MULTIGENERATION WEALTH PRODUCTS Together, the Phosphate EXPLORATION POTENTIAL Aguia’s projects and the Copper Project Including Phosphate and Copper will provide two have: deposits we have: producs: Phosphate Phosphate Organic NPV targ
Slide 22: References
References For personal use only Information in this presentation is extracted from the following reports, which are available for viewing on the Company’s website: 21 Mar 2023 | Updated BFS of Phosphate Project Confirms Robust EconomiCS 01 Mar 2023 | Update on conciliation proceedings – Public Civi
Slide 23: Contact details
For personal use only REGISTERED PRINCIPAL PLACE INVESTOR OFFICE OF BUSINESS RELATIONS Level 12, 680 George St Rua Doutor Vale, 555 Sala 406, investor.relations@aguiaresources.com.au Sydney NSW 2000 Porto Alegre / RS, 90560-010 or ben.jarvis@sdir.com.au Australia Brazil Ph: +61 419 960 560 Ph: +55 5