Stellar Resources Limited · ASX:SRZ
Stellar Resources — Shareholder Meeting (November 2018)
28 slides from Stellar Resources's shareholder meeting presentation, Nov 28, 2018
Slide 1: Tin in Tasmania – Heemskirk Tin Project AGM Presentation
1 For personal use only Tin in Tasmania HEEMSKIRK Annual General Meeting Presentation TIN Melbourne 28th November 2018 ASX: SRZ PROJECT www.stellarresources.com.au
Slide 2: Stellar Resources Overview
2 For personal use only H E E M S K I R K I S T I N I N T A S M A N I A STELLAR RESOURCES LIMITED (ASX:SRZ) STELLAR RESOURCES OVERVIEW TIN IS AN ENERGY METAL WITH A BRIGHT FUTURE MINE DEVELOPMENT STRATEGY EXPLORATION POTENTIAL THE INVESTMENT PROPOSITION
Slide 3: Stellar Resources – Overview
3 STELLAR RESOURCES - OVERVIEW For personal use only W E S T C O A S T T A S M A N I A – A U S T R A L I A ’ S L A R G E S T A N D M O S T P R O D U C T I V E T I N F I E L D FIRST CLASS POSITION IN TASMANIA’s BEST UNDEVELOPED TIN ASSETS • Stellar’s flagship Heemskirk Tin Project is the highest grad
Slide 4: Achievements in 2018
4 For personal use only H E E M S K I R K I S T I N I N T A S M A N I A ACHIEVEMENTS IN 2018 ORE SORTING TEST WORK – positive results RAZORBACK TAILINGS CHARACTERISATION – potential for low cost tin recovery GREATLY INCREASED LATERAL EXPLORATION POTENTIAL-added 6km of mineralized strike length to po
Slide 5: Tin is an Energy Metal with a Bright Future
5 For personal use only H E E M S K I R K I S T I N I N T A S M A N I A STELLAR RESOURCES LIMITED (ASX:SRZ) STELLAR RESOURCES OVERVIEW TIN IS AN ENERGY METAL WITH A BRIGHT FUTURE MINE DEVELOPMENT STRATEGY EXPLORATION POTENTIAL THE INVESTMENT PROPOSITION
Slide 6: Tin Demand: New Technology to Drive Tin Use
6 TIN DEMAND NEW TECHNOLOGY TO DRIVE TIN USE For personal use only The Nex t Growth Period for Tin is • Rio Tinto ranks tin as the metal best placed to benefit from about to Emerge: new technologi es. • Tin use in electri cal and energy storage applicat io ns is eas y to achieve and potenti al l y d
Slide 7: Will 2nd Generation EV Batteries Drive Growth?
7 F U T U R E G R O W T H F O R T I N I N E V B A T T E R I E S For personal use only WILL 2 ND GENERATION EV BATTERIES DRIVE GROWTH? I T A V I E W O F T I N ’ S R O L E
Slide 8: Advantages of Using Tin in EV and PV
8 TIN DEMAND ADVANTAGES OF USING TIN IN EV AND PV For personal use only Increases energy density in battery anodes = increased battery life University of Alberta, Cornell University, Furukawa Group, University of Texas Improves conductivity of silicon and graphite anodes = improved cycle times Nissa
Slide 9: Tin Supply: Myanmar Repeating the Peru Experience?
9 TIN SUPPLY MYANMAR REPEATING THE PERU EXPERIENCE? For personal use only • ITA ex pect Myanm ar production to fall by 12kt or 18% in 2018 – the first year of decline since 2012 • Ore grade has fallen from 3.0%+ at the surface to 1.5% underground • Mining and processin g costs are up materi all y du
Slide 10: Tin Supply: Where Is the New Supply?
10 TIN SUPPLY WHERE IS THE NEW SUPPLY? For personal use only • Myan m ar’s strong production growth occurred because of proximit y to smelting facilit i es in China, access to Chinese capital and cultural ties between miners and smelters – a situation unlikel y to be repeat ed • Inner Mongolia is th
Slide 11: Tin Has Outperformed Other LME Metal Prices
11 IMPROVED TIN MARKET OUTLOOK TIN HAS OUTPERFORMED OTHER LME METAL PRICES For personal use only
Slide 12: Mine Development Strategy
12 For personal use only H E E M S K I R K I S T I N I N T A S M A N I A STELLAR RESOURCES LIMITED (ASX:SRZ) STELLAR RESOURCES OVERVIEW TIN IS AN ENERGY METAL WITH A BRIGHT FUTURE MINE DEVELOPMENT STRATEGY EXPLORATION POTENTIAL THE INVESTMENT PROPOSITION
Slide 13: Development Strategy: Advance Multiple Development Options
13 DEVELOPMENT STRATEGY: ADVANCE MULTIPLE DEVELOPMENT OPTIONS For personal use only W E S T C O A S T T A S M A N I A – A U S T R A L I A ’ S L A R G E S T A N D M O S T P R O D U C T I V E T I N F I E L D HEEMSKIRK ST DIZIER MT RAZORBACK • JORC 2012 Resource of 6.25mt @ • JORC Resource of 1.2mt @ 0
Slide 14: Development Strategy: Heemskirk
14 DEVELOPMENT STRATEGY: HEEMSKIRK For personal use only MAXIMISE PRODUCTION OPTIMISE RECOVERY MINIMISE COST Increasing NPV/Capex Mining: MiningOne and Polberro Consulting P r o c e s s E n g i n e e r i n g : W o r l e yP a r s o n s , G R E n g i n e e r i n g a n d M i n c o r e M e t a l l u r g
Slide 15: Development Strategy: Secure Tenure
15 DEVELOPMENT STRATEGY: SECURE TENURE INCREASED TENURE WILL PROVIDE FLEXIBILITY For personal use only
Slide 16: Exploration Potential
16 For personal use only H E E M S K I R K I S T I N I N T A S M A N I A STELLAR RESOURCES LIMITED (ASX:SRZ) STELLAR RESOURCES OVERVIEW TIN IS AN ENERGY METAL WITH A BRIGHT FUTURE MINE DEVELOPMENT STRATEGY EXPLORATION POTENTIAL THE INVESTMENT PROPOSITION
Slide 17: Razorback: >3km of Lateral Exploration
17 RAZORBACK: >3KM OF LATERAL EXPLORATION For personal use only EL11/2017 MT RAZORBACK GRANTED • 10km via existing roads to Heemskirk or Renison • Potential to recover cassiterite from tailings • Potential to define a mineral resource below the Razorback open pit • Exploration potential along the Ra
Slide 18: Montana Flats: 2km Lateral Exploration
18 MONTANA FLATS: 2KM LATERAL EXPLORATION For personal use only EL13/2018 MONTANA FLATS • EL13/2018 lies immediately north of the Heemskirk tin deposits • It adds 3 km of exploration strike length along tin-mineralising fault structures • All tin deposits and major silver deposits lie along or betwe
Slide 19: Heemskirk: 500m+ Vertical Exploration
19 HEEMSKIRK: 500m+ VERTICAL EXPLORATION For personal use only EXPLORATION COULD INCREASE HEEMSKIRK 3X • Helimag data supports the gravit y model with depth to granit e source Oblique long-section Surface rocks > 1.0km Old Ag/Pb mines Tin deposits known deposits • No granit e intersect ed in any his
Slide 20: Renison Is What Heemskirk Could Become
20 R E N I S O N I S WH A T H E E M S K I R K C O U L D B E C O M E For personal use only • Renison, Australia’s oldest and largest tin mine is located 18km to the NE of the Heemskirk Tin deposits • Heemskirk and Renison share the same geology and structural setting • Renison started with a 5 year m
Slide 21: The Investment Proposition
21 For personal use only H E E M S K I R K I S T I N I N T A S M A N I A STELLAR RESOURCES LIMITED (ASX:SRZ) STELLAR RESOURCES OVERVIEW TIN IS AN ENERGY METAL WITH A BRIGHT FUTURE MINE DEVELOPMENT STRATEGY EXPLORATION POTENTIAL THE INVESTMENT PROPOSITION
Slide 22: Targets for 2019
22 TARGETS FOR 2019 For personal use only Explore Razorback Fault – define exploration drill targets from soil geochemistry Metallurgical testing – Razorback tailings and ore in pit floor Drilling of Razorback targets – 3 to 4 hole program Review development options and completion of a DPEMP for St
Slide 23: The Investment Proposition
23 THE INVESTMENT PROPOSITION For personal use only Investment in the best tin project in Australia – highest grade undeveloped tin project listed on the Australian Stock Exchange Low cost investment – market capitalization undervalues Stellar’s tin assets Significant exploration potential – both la
Slide 24: Disclaimer – Forward Looking Statement
24 For personal use only DISCLAIMER FORWARD LOOKING STATEMENT This presentation may include forward-looking statements. Forward-looking statements include, but are not limited to statements concerning Stellar Resources Limited’s planned activities and other statements that are not historical facts.
Slide 25: Appendix
25 For personal use only APPENDIX FINANCIAL SUMMARY BOARD OF DIRECTORS
Slide 26: Corporate Overview
26 CORPORATE OVERVIEW SHARE PRICE YET TO REFLECT SOLID For personal use only ACHIEVEMENTS AT HEEMSKIRK TIN COMPANY OVERVIEW • 100% owner of Heemskirk Tin Project, 150km south of Burnie, Tasmania • Stand- out high grade resource ( 1.13% Sn) with vision to be a major Australian tin producer • Metallur
Slide 27: Board of Directors
27 EXPERIENCED AND MULTI-DISCIPLINARY WITH STRONG GLOBAL CONNECTIONS BOARD OF DIRECTORS For personal use only PHIL HARMAN, NON-EXECUTIVE CHAIRMAN GEOPHYSICIST Over 30 years experience in BHP Billiton minerals exploration THOMAS WHITING, NON-EXECUTIVE DIRECTOR Past and present Director of GEOPHYSICIS
Slide 28: Stellar Resources Limited contact details
28 For personal use only STELLAR Level 17, 530 Collins Street Melbourne VIC 3000 RESOURCES Phone +61 3 9618 2540 Fax +61 3 9649 7200 LIMITED www.stellarresources.com.au
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