Highfield Resources Limited · ASX:HFR
Highfield Resources — Investor Presentation (November 2012)
19 slides from Highfield Resources's investor presentation, Nov 7, 2012
Slide 1: A Unique Potash Company
For personal use only Highfield Resources Limited A Unique Potash Company Company Presentation Europe, November 2012 ASX Code: HFR 1
Slide 2: Disclaimer
For personal use only The information contained in this presentation This presentation includes certain ‘forward that relates to Exploration Results, Mineral looking statements’. All statements, other than Resources or Ore Resources is based on statements of historical fact, are forward looking info
Slide 3: Why Potash? Key Nutrient for Plants and Animal Life
Why Potash? For personal use only Key Nutrient for Plants and Animal Life Sunflower N NP NPK Source: 1997. IPI Coordination India Source: 2004. M.S. Brar and IPI Coordination India 3
Slide 4: Why Potash? Great Long Term Fundamentals
Why Potash? For personal use only Great Long Term Fundamentals Farmland Per Capita Source: FAO Source: IPNI, Fertecon, PotashCorp 4
Slide 5: Why Highfield Resources? Former Operating Mine
Why Highfield Resources? For personal use only Former Operating Mine Production History Close to 10m tonnes of potash 600,000 produced and sold over a 25 year 500,000 pperiod from Zones A,, C,, E and a 400,000 portion of B. Potash 300,000 Known resource. 200,000 Known path to production. 100,000 Ana
Slide 6: Why Highfield Resources? Management
Why Highfield Resources? For personal use only Management Management Management, Management, Management Almonty (Daytal Resources) Los Santos Tungsten Mine. Proven in country management Iberian Minerals Corp – Aguas Tenidas Copper, Zinc and Lead Concentrates Mine (opened 2009). 6
Slide 7: Why Highfield Resources? Location
Why Highfield Resources? For personal use only Location Location Location, Location, Location Within Spain and close to France, Portugal Markets and Northern African markets where demand presently exceeds production. Markets readily available for main By Products processing by product of sodium chlo
Slide 8: Why Highfield Resources? Exceptional Optionality
Why Highfield Resources? For personal use only Exceptional Optionality Four potential production prospects: 1. Sierra del Perdon Old Mine 2 1 2 Sierra 2. Si ddell Perdon P d D&F 3. Javier Sub Basin 4 Pintano Sub Basin 4. 3 4 N 0 10kms Options to start with small operations and cash flow fund expansi
Slide 9: Capital Structure
Capital Structure For personal use only Strong Management Alignment Equity Number Fully Diluted Equity Split Ordinary 95.5m Options 10.0m 24% Performance A 51 5m 51.5m 12% Spanish in Country Mgt 64% Other Management Performance B 51.5m Other Shareholders Fullyy Diluted 208.5m Performance Shares mile
Slide 10: Contact Details
For personal use only Highfield Resources Limited A Unique Potash Company Contact Details Anthony Hall, Managing Director Level 1, 33 Richardson Street West Perth Perth, Western Australia Australia, 6005 Phone: +61 8 9200 4426 www.highfieldresources.com.au
Slide 11: Additional Information
For personal use only Additional Information 1. Management Team 2 2. Navarra Potash Project 3. Aragon Potash Project 4. McLarty Potash Project 5. Performance Share Terms 6. Historical Potash Prices 11
Slide 12: 1. Management Team
1. Management Team For personal use only - A geologist with over 40 years experience in exploration and development, including nearly 20 years in Derek Carter management of ASX listed exploration companies. Non Executive Chairman - He has held senior positions in the Shell Group of Companies, includ
Slide 13: 2. Navarra Potash Project
2. Navarra Potash Project For personal use only Produced between 1972 Former Operating Mine Zones and 1997 at an average rate off close l to 400,000 400 000 tonnes of potash per N annum. Zones A, B, C and E are areas of historic mining. Potential P t ti l ffor significant i ifi t remnant reserves in
Slide 14: 3. Aragon Potash Project
3. Aragon Potash Project For personal use only Drill Holes in Tenement Package Drill hole results indicate two extensive, shallow beds of potash mineralisation (sylvinite). ( ) Significant mineralisation intersected in Pintano area – PP2: 2.48m @ 15.6% K20 from 517.3m Exceptional E ti l exploration
Slide 15: 4. McLarty Potash Project
4. McLarty Potash Project For personal use only The Canning g Basin contains a thick salt sequence (Mallowa Salt) largely untested for Potash. Close to potential ports of Broome and Derby. y Good access to Asian markets. OECD Country. Country Skilled workforce. 15
Slide 16: 4. McLarty Potash Project
4. McLarty Potash Project For personal use only Largely untested evaporite basin. Proposed Drill Hole Locations Positive signs from previous exploration. Relatively R l i l shallow h ll d depths h to top of salt layer. Thick salt layer between 500m and 700m. Sub-horizontal salt layer f economic for
Slide 17: 5. Performance Share Terms
5. Performance Share Terms For personal use only A Class Performance Shares B Class Performance Shares Awarded upon the delineation of a JORC Awarded upon the announcement by the Code (or equivalent) compliant Indicated Company to the ASX of receipt of all required Mineral Resource of: approvals for
Slide 18: 6. Historical Potash Prices – 1995 to 2012(1H)
6. Historical Potash Prices – 1995 to 2012(1H) For personal use only 600 550 500 450 400 350 300 250 US Gulf / Intrepid 200 150 100 50 0 Source: SRI Consulting, 2010, Intrepid Potash 18
Slide 19: 6. Historical Potash Prices – 2005 to 2012
6. Historical Potash Prices – 2005 to 2012 For personal use only 600 550 500 450 400 350 ICL 300 PotashCorp Agrium 250 Uralkali 200 Qinghai 150 APC Mosaic 100 Intrepid 50 Vale 0 2005 2006 2007 2008 2009 2010 2011 H1 2012 Source: company sources, Integer 19
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