Aguia Resources Limited · ASX:AGR
Aguia Resources — Investor Presentation (July 2016)
28 slides from Aguia Resources's investor presentation, Jul 18, 2016
Slide 1: Aguia Resources Limited July 2016
For personal use only July 2016 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 For personal use only Aguia Resources is focused on producing domestic sources of phosphate to supply the booming Brazilian agriculture sector 74.7Mt JORC compliant resource (0.745Mt Measured, 15.07Mt Indicated and 58.9Mt Inferred) Manaus Sao Luis with avera
Slide 4: Global Agriculture Powerhouse
Global Agriculture Powerhouse For personal use only In 30 years Brazil has transformed from food importer to one of the world’s breadbaskets with agriculture representing 20% of GDP and exports now totalling US$175bn per annum A national commitment to research, technology and introduction of mod
Slide 5: The Growth Continues
The Growth Continues For personal use only World’s Largest Availability of Arable Land The FAO predicts that the world’s population will 400 increase from 7 to 9 billion by 2050 303 Coupled with rising incomes which cause 300 269 Hectares (million) 219 improvements in diet and changes in 81 200
Slide 6: Fastest Growing Fertilizer Market
Fastest Growing Fertilizer Market For personal use only With nutrient-poor soil and crops that require intensive fertilizer usage, Brazil is the world’s 3rd largest consumer of fertilizer, but accounts for only 4% of global fertilizer production Brazil currently imports 65% of its phosphate requ
Slide 7: Strategic Importance For Local Market
Strategic Importance For Local Market For personal use only Southern Brazil’s agriculture sector is completely reliant on imports of phosphate Most imported rock is from North Africa with typical logistics costs of between $50-$70/t1 Aguia will have a sustained logistics cost advantage over im
Slide 8: 2016 Building on 2015 Momentum
2016 Building on 2015 Momentum For personal use only In 2015, Aguia increased the Três Estradas JORC resource by 130%, finalized a PEA demonstrating the economic viability of Três Estradas, raised +$11 million of new investment with participation from global mining funds, secured options on minera
Slide 9: Rio Grande Do Sul: Três Estradas
Rio Grande Do Sul: Três Estradas For personal use only 74.7Mt JORC compliant resource with average grade of 4.13% P2O5: 0.745Mt Measured @ 4.42% P2O5; 15.07Mt Indicated @ 4.75% P2O5: 58.9Mt Inferred @ 3.97% P2O51 Sample from TRÊS ESTRADAS Rail going through the property 1 See ASX Release of
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 Aguia intends to mine the easily accessible high grade oxide at surface at the outset for
Slide 11: Mining Plan
Mining Plan For personal use only Open-pit truck and shovel operation mining both Três Estradas and Joca Tavares deposits 14 years life of mine Strip ratio 3.1:1 (waste to ore) ~50% increase in the mined tonnes compared to 2015 mining model achieved through optimization of plan and process 1
Slide 12: Phosphate Metallurgical Results
Phosphate Metallurgical Results Column flotation test work conducted by Eriez Floatation returned exceptional results for both fresh For personal use only and oxidized carbonatite, substantially improving on 2015 results that used conventional mechanical flotation1 Test work shows oxide ore can
Slide 13: Processing Plant
Processing Plant For personal use only The processing plant will include a primary crusher, SAG mill and a sequence of rougher-cleaner-cleaner- scavenger column flotation Production will be a 30 to 31% P2O5 concentrate Tailings of the phosphate rougher flotation will be subject to magnetic sep
Slide 14: High Quality Calcite By-Product
High Quality Calcite By-Product Metallurgical studies conducted by Eriez Floration Division confirm a high quality calcite by-product For personal use only suitable for aglime can be produced from the Três Estradas deposit1 From the rougher tailings of the phosphate flotation, a calcite concentr
Slide 15: Três Estradas Photos
Três Estradas Photos For personal use only Photos clockwise from top left: Rolling countryside around Três Estradas; phosphate mineralization at surface; railway line that goes through the property; Yara’s facility at port of Rio Grande; TIMAC’s 15 facility at port of Rio Grande
Slide 16: Rio Grande Do Sul Belt Consolidation
Rio Grande Do Sul Belt Consolidation For personal use only Adjacent targets being acquired and explored to determine if they have the potential to expand the oxide resource and further enhance the economics of the industrial project Option signed on 4,500 ha Terra Santa located adjacent to Três
Slide 17: Path to Production
Path to Production For personal use only Q1 2016 Q2 2016 Q3 2016 Q4 2016 2017 2018 JORC Submission of Resource Key EIA for JT Milestones New PEA Construction EIA Approval Metallurgy Optimisation Permit results Results Ongoing belt consolidation & exploration of Drilling Drilling JT / new claims, dri
Slide 18: Experienced Board & Management
Experienced Board & Management For personal use only Justin Reid, Managing Director Paul Pint, Executive Chairman Geologist and capital markets executive with over 20 years Mr. Pint, is a capital markets professional with over 20 years of experience in experience focused exclusively in the mineral r
Slide 19: AGUIA: A Brazilian Fertilizer Developer
AGUIA: A Brazilian Fertilizer Developer Mining optimization work in 2016 has resulted in significant improvements to metallurgy, For personal use only resource, processing and mine plan which the have potential to unlock significant new economic value from the rock By switching to column flotati
Slide 20: Key Market Indicators
Key Market Indicators For personal use only Fully Diluted Equity AGR 1 Year Performance Ordinary Shares issued 366.8m Options 13.8m Fully Diluted 380.6m Undiluted Market Cap at A$0.12 (30 June $44m 2016) Fully Diluted Market Cap at A$0.12 $45.7m Cash at 30 June 2016 A$2.9m Average Daily Volume (1yr)
Slide 21: Thank You
For personal use only THANK YOU
Slide 22: 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 74.7 Mt which includes Measured Resources of 0.745 Mt grading 4.42% P2O5. Indicated Resources of 15.07 Mt @ 4.75% P2O5 and Inferred Resources
Slide 23: Enquiries
For personal use only Enquiries: Registered Office Head Office Suite 4, Level 9, 341 George Rua Antonio de Justin Reid, Managing Director Street, Sydney NSW 2000, Albuquerque, 156 jreid@aguiaresources.com.au Australia 15º andar - Funcionarios +612 9299 9690 Belo Horizonte – MG, Brazil Catherine Stre
Slide 24: Três Estradas Mineral Resource
Três Estradas Mineral Resource For personal use only CaO as Resource Tonnage P2O5 CaO P2O5 as Domain Calcite Classification (T X 1,000) (%) (%) Apatite (%) (%) WMCBT 204 5.23 35.58 12.38 63.68 Measured MCBT 541 4.11 34.44 9.75 61.63 Total Measured Resources 745 4.42 34.75 10.47 62.19 Total pit-con
Slide 25: Joca Tavares Mineral Resource
Joca Tavares Mineral Resource For personal use only Tonnage P2O5 P2O5 as Resource Classification Domain (T X 1,000) (%) Apatite (%) Total pit-constrained Jorc- CBTSAP 92 7.07 16.75 compliant resource of 2.75 Measured CBT 823 3.64 8.61 Mt @ 4.37% P2O5 Total Measured Resources 915 3.98 9.43 Includin
Slide 26: Process Flowsheet
Process Flowsheet For personal use only 2 11 Crusher Product - Mill Feed Apatite NaOH & Starch Concentration Collector Circuit 1 4 8 10 5 12 6 R C1 C2 13 LIMS Magnetic Fraction 3 14 17 19 7 9 16 20 LIMS Magnetic Fraction 15 WHIMS Magnetic Fraction S 21 18 22 MIMS Magnetic Fraction Phosphate Concentr
Slide 27: Principle Assumptions
Principle Assumptions For personal use only Longterm price of USD 210/t phosrock. The price forecast reflects average prices cleared at the main Southern Brazilian ports and includes sea freight charges, demurrage, port costs and taxes. Longterm price of USD 47/tonne of calcite (aglime) reflects
Slide 28: Securing Ongoing Project Funding
Securing Ongoing Project Funding For personal use only The competitive landscape for the local southern Brazil phosphate and calcite markets, announced down-stream capacity expansions of SSP (for which phosrock is the feedstock) and recent significant acquisitions of Brazilian phosphate companies