Alara Resources Limited · ASX:AUQ
Alara Resources — Oman Mining Expo 2019
22 slides from Alara Resources's conference presentation, Apr 24, 2019
Slide 1: Oman Mining Expo 15-17 April 2019
For personal use only OMAN MINING EXPO 15-17 APRIL 2019 OMAN CONVENTION & EXHIBITION CENTRE
Slide 2: Project Investment: Mineral Exploration & Resource Development to Mine Production
Project Investment For personal use only Mineral Exploration & Resource Copper Projects: Development to Mine Production Washihi-Mazzaza, Mullaq, Al Ajal, Blocks 7 and 8 Alara is a public company listed on the ASX. For the past eight years Alara has focused on mineral exploration and resource develop
Slide 3: Oman Copper Project Portfolio
Oman Copper Project Portfolio All JV Copper Licences are located in a region with many examples of VMS Copper For personal use only Deposits and within reasonable proximity to the Sohar Port2 2 The Washihi-Mazzaza site is one of three exploration licences held by AHRL and will become the first of ma
Slide 4: Washihi Copper Resources
Washihi Copper Resources For personal use only Washihi-Mazzaza deposit is currently the single largest JORC copper resource in Oman. The total resource sits at 16.1Mt and remains open at depth and to the north. www.alararesources.com 4 © Alara Resources Limited
Slide 5: Washihi – Mazzaza Ore Reserve
Washihi – Mazzaza Ore Reserve For personal use only www.alararesources.com 5 © Alara Resources Limited
Slide 6: Washihi - Mazzaza Mining License
Washihi - Mazazza Mining License For personal use only The Washihi - Mazzaza ML shown here (marked black) covers 3 sq km within the 39 sq km exploration licence marked in red. This was the first Copper Mining License issued by PAM since 2004. www.alararesources.com 6 © Alara Resources Limited
Slide 7: Al Hadeetha Project Highlights
Al Hadeetha Project Highlights For personal use only • Project Revenue: $561M • Capex expenditure : $70 million, including $11m already spent • Project NPV: $90m • Project IRR of 34% • Production of 321,000 dmt copper concentrate in first 10 years Resource remains open at depth and to the north and
Slide 8: Why Copper? Growing Demand
Why Copper? Growing Demand For personal use only Copper is central to the green revolution and the transition to high-tech economies. Source: CRU, Wood Mackenzie, Anglo American www.alararesources.com 8 © Alara Resources Limited
Slide 9: Why Copper? Supply Deficit
Why Copper? Supply Deficit For personal use only Some analysts are forecasting 4 – 6Mt deficit by 2025, others a 10Mt deficit by 2030. While the size of the gap may vary, all of the graphs consistently show a supply deficit opening up. www.alararesources.com 9 © Alara Resources Limited
Slide 10: Why Copper?
Why Copper? For personal use only Source – World Bank Commodity Forecast Price Data, January 20163 3 As it turned out, the World Bank had been overly conservative in their price estimate with Copper prices rising more quickly than forecast. today (~$6400 -6500/t). In April last year, the World Bank
Slide 11: Why Copper?
Why Copper ? For personal use only Source: Bloomberg – Citibank Analyst Report 2018 www.alararesources.com 11 © Alara Resources Limited
Slide 12: Why Copper? Global Demand
Why Copper? Global Demand For personal use only On average everyone on the planet is using 3kg per year. Even without the consumption rate rising to 6kg or 8kg in some developed countries as we see increased urbanisation, even without taking into account additional demand from renewable energy and o
Slide 13: Copper Usage
Copper Usage For personal use only 13% of copper is used in transportation. All major forms of transportation: air, sea, rail, cars and buses rely on copper. Technology advancements are increasing demand: EVs use up to four times the amount of copper as ICE cars. Fast chargers use up to 8kg of coppe
Slide 14: Growth Sector – Transportation
Growth Sector – Transportation For personal use only In 2016, Japan already had more electric charging stations that gas stations. US as still far from that point, while the number of public charging sites continues to grow every day. www.alararesources.com 14 © Alara Resources Limited
Slide 15: Growth Sector – Transportation
Growth Sector – Transportation For personal use only www.alararesources.com 15 © Alara Resources Limited
Slide 16: Growth Sector – Renewables
Growth Sector – Renewables For personal use only www.alararesources.com 16 © Alara Resources Limited
Slide 17: Why Oman? Land of Copper
Why Oman? Land of Copper For personal use only Oman's mining history dates back millennia. Prior to 2000BC copper was being mined here and sent to Mesopotamia and all over the known world. Sumerian and Akkadian tablets refer to a country called Magan and Makan, names which link to Oman's ancient cop
Slide 18: Why Oman? Opportunities
Why Oman? Opportunities For personal use only Despite this rich heritage, today the Sultanate of Oman is still sitting on a "gold/copper-mine" of largely untapped mineral resources, with only a relatively small number of deposits having been mined in recent times. The graph shows the size and grade
Slide 19: Oman’s Rich Copper Heritage
Oman’s Rich Copper Heritage “I am putting a Khalifa on Earth.” (Quran 2:30) For personal use only Islam’s emphasis on mankind being God’s Khalifa (custodian upon the earth) is readily apparent. Al Hadeetha’s approach to CSR leverages on the enlightened notion of khalifah (which is also reflected in
Slide 20: Oman Mining Expo April 2019
For personal use only OMAN MINING EXPO APRIL 2019 OMAN CONVENTION & EXHIBITION CENTRE
Slide 21: Mineral Exploration & Resource Development to Mine Production
For personal use only Mineral Exploration & Resource Development to Mine Production ABN: 27 122 892 719 ASX Code: AUQ www.alararesources.com www.alararesources.com 21 © Alara Resources Limited
Slide 22: Statements
Statements FORWARD LOOKING STATEMENTS For personal use only This Presentation 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 rights and liabilities. The informa