Arrow Minerals Limited · ASX:AMD
Arrow Minerals — Diggers & Dealers Mining Forum 2024
33 slides from Arrow Minerals's conference presentation, Aug 7, 2024
Slide 1: Diggers and Dealers 2024 Presentation (ASX Announcement)
ASX Announcement 7 August 2024 Diggers and Dealers 2024 Presentation Arrow Minerals (ASX: AMD) (Arrow or the Company) advises that it has released an updated Corporate Presentation, which will be presented by Arrow’s Managing Director, David Flanagan, at Diggers & Dealers Mining Forum today. A copy
Slide 2: Bulking Up: Using Common Infrastructure for Iron Ore and Bauxite
For personal use only BULKING UP Using Common Infrastructure for Iron Ore and Bauxite Diggers and Dealers 7th August 2024 ASX:AMD
Slide 3: Disclaimer
DISCLAIMER This presentation has been prepared by Arrow Minerals Limited (Arrow or the Company). It contains general information about the Company’s activities current as at the date of the presentation. The information is provided in summary form and does not purport to be complete. This presentati
Slide 4: For personal use only
For personal use only • IRON ORE • BAUXITE • PORT • RAIL • TRANSFORMATION • VALUE
Slide 5: Using Common Infrastructure for Iron Ore and Bauxite
USING COMMON INFRASTRUCTURE FOR IRON ORE AND BAUXITE 1. The Trans Guinean Multi-User Railway (TGR) is 25km from the Simandou North Iron Project and approximately 100km from Niagara Bauxite Project. TGR links directly to the Morebaya Port, with the port and rail due for commissioning late 2025.5 2. A
Slide 6: Corporate Overview
CORPORATE OVERVIEW Capital Structure For personal use only Market Capitalisation $32m Shares on issue ~10.5b Performance rights 21m Unlisted options ~2.0b Cash at Bank 30 June 2024 $4.4m 1 Major Shareholders Bernadine Holdings Pty Ltd 5.3% AMD Board and Management 4.3% Top 20 Shareholders 40.2% 1. A
Slide 7: Board & Management – Proven Mining People
BOARD & MANAGEMENT – PROVEN MINING PEOPLE Jeff Dowling David Flanagan Tommy McKeith Chris Tuckwell For personal use only BSc (Mining and Mineral NON-EXECUTIVE CHAIR BSc (Hons), GDE (Mining), NON-EXECUTIVE DIRECTOR Exploration WASM), FAICD More than 45 years experience across MBA, FAusIMM Engineer wi
Slide 8: The Time Is Now
THE TIME IS NOW “The timing is perfect, infrastructure is nearly built, we are progressing the assets and the demand for our commodities is looking great” For personal use only ▪ Arrow’s Simandou North Iron Project and Niagara Bauxite Project1 are both advanced projects located in short trucking dis
Slide 9: Simandou North Iron Project
SIMANDOU NORTH IRON PROJECT “Targeting large scale, high quality, long life and capital light iron ore” ▪ 16 drill holes (826 metres) completed in 2023. For personal use only ▪ 505 drill holes (9,476 metres) completed in 2024. ▪ Drilling at Simandou North Iron Project has delivered an oxide BIF Expl
Slide 10: Niagara Bauxite Project
NIAGARA BAUXITE PROJECT “A transformational project, close to the rail in the world’s most important Bauxite province” For personal use only ▪ There are records of 448 drill holes completed on the project. Last drilled by Vale in 2007. ▪ Since 2007 the bauxite price has tripled from global bauxite c
Slide 11: Guinea Bauxite
GUINEA BAUXITE “Aluminium is an important strategic mineral of the future” ▪ Guinea is the world’s largest producer of DSO Bauxite at 155Mtpa For personal use only ▪ Guinea Bauxite has high value in use, high demand and receives a premium circa USD15-20/t1 for high grade and low reactive silica prod
Slide 12: Simandou North and Niagara - Next Steps
SIMANDOU NORTH AND NIAGARA - NEXT STEPS “We are completely focused on defining the most efficient and effective path to production, cashflow, growth and returns for shareholders.” For personal use only 1. Simandou Hematite Fines Project: Our aim is to complete drilling, resource estimation, and a sc
Slide 13: Appendix
For personal use only APPENDIX Arrow Minerals Ltd (ASX: AMD) 12
Slide 14: Styles of SNIP Iron Mineralisation – Type Cross Section
STYLES OF SNIP IRON MINERALISATION – “TYPE” CROSS SECTION For personal use only Hematite detrital Canga ~30 to 58% Fe Soft Oxide BIF ~35 to 46% Fe HG HEMATITE BIF ~55-65% FE Intact Oxide BIF ~33 to 43% Fe Hydrothermally enriched BIF Hematite Dominant ~55 to 65% Fe Fresh Magnetite BIF ~25 to 45% Fe H
Slide 15: Styles of SNIP Iron Mineralisation – Type Plan View
STYLES OF SNIP IRON MINERALISATION – “TYPE” PLAN VIEW For personal use only Hematite detrital Canga ~30-58% Fe HG hematite BIF Enriched hematite BIF ~55-65% Fe 1. Grade ranges ~50 to 60% Fe derived from drilling and rock chip sampling Arrow Minerals Ltd (ASX: AMD) 14
Slide 16: Styles of Bauxite Mineralisation – Type Cross Section
STYLES OF BAUXITE MINERALISATION – “TYPE” CROSS SECTION For personal use only Arrow Minerals Ltd (ASX: AMD) 15
Slide 17: Niagara Bauxite Project – Elevation Model Analysis
NIAGARA BAUXITE PROJECT – ELEVATION MODEL ANALYSIS For personal use only 3D view of Digital Terrain Model (DTM) looking to the North West from the South East Corner Digital Terrain Model (DTM) with coincident mapped bauxite targets Arrow Minerals Ltd (ASX: AMD) 16
Slide 18: Bauxite Historical Market
BAUXITE HISTORICAL MARKET For personal use only Arrow Minerals Ltd (ASX: AMD) 17
Slide 19: Multiple Bulk Commodity Export Ports Linked by Road & Rail
MULTIPLE BULK COMMODITY EXPORT PORTS LINKED BY ROAD & RAIL 1. Morebaya Port – due end of 2025 For personal use only 2. Conakry Port - operating 3. Boffa Port - operating 4. Konta Port - operating Conakry Port Arrow Minerals Ltd (ASX: AMD) 18
Slide 20: Building a Better Future for Our Communities
BUILDING A BETTER FUTURE FOR OUR COMMUNITIES DEEPLY COMMITTED TO SUPPORTING THE LOCAL COMMUNITY AND RESPECTING THE ENVIORNMENT For personal use only Environment Respect our environment and maintain highest standards On-going rehabilitation throughout life of project Social Create long term direct jo
Slide 21: Detrital Hematite Canga Mineralisation at SNIP
DETRITAL HEMATITE CANGA MINERALISATION AT SNIP For personal use only ▪ Accumulations of Canga have been discovered by Arrow adjacent to the upper weathering zones of BIF ▪ The Canga typically sits on the flanks of hills dominated by Oxide BIF ▪ Canga is also noted throughout the weathering profile,
Slide 22: Building a Greener World
BUILDING A GREENER WORLD STEEL CRUCIAL IN THE TRANSITION TO NET–ZERO For personal use only AMBITIONS AND THE DECARBONISATION CHALLENGE ▪ Electrification of the global economy is essential to reduce carbon emissions and alternative power sources to fossil fuel powerplants required ▪ Any transition to
Slide 23: Strong Interest from Strategic Partners and Customers
STRONG INTEREST FROM STRATEGIC PARTNERS AND CUSTOMERS IRON ORE PRICING FREIGHT, LOGISTICS AND OTHER MARKET DATA FE % SIO2 % AL2O3 % P% S% REFERENCES Current freight Guinea to China is approx. USD $24-26/t BHP MAC Fines 60.8 5.5 2.6 0.1 0.06 For personal use only Average loading time for a vessel at
Slide 24: Conakry, Boffa, Konta and Morebaya Ports
CONAKRY PORT BOFFA PORT For personal use only KONTA PORT MOREBAYA PORT These images were captured from Google Earth. Arrow Minerals (ASX:AMD) is not the owner of any port, shipping or rail infrastructure depicted or described in this document Arrow Minerals Ltd (ASX: AMD) 23
Slide 25: Flat v Dipping Strip Ratio Explained
FLAT V DIPPING STRIP RATIO EXPLAINED1 For personal use only Long and steep higher waste movement and expect a higher mining cost. Deeper Flat and Wide, low to no waste and expect a lower mining. mining cost. Shallow mining 1. There are no resources or reserves reported on the SNIP project and it is
Slide 26: Guinea – Large Mineral Endowment
GUINEA – LARGE MINERAL For personal use only ENDOWMENT Arrow Minerals Ltd (ASX: AMD) 25
Slide 27: SNIP Metallurgical Testwork – Phase Testwork
SNIP METALLURGICAL TESTWORK – PHASE 1 TESTWORK Phase 1 works provided ‘sighter level’ metallurgical testwork for both Oxide BIF and Fresh BIF mineralisation: For personal use only • Two composite samples (Fresh BIF) were submitted for head characterisation and Davis Tube recovery (DTR) testwork. • S
Slide 28: Metallurgical Testwork – Oxide BIF
METALLURGICAL TESTWORK – PHASE 1 TESTWORK – OXIDE BIF • Wet Gravity testwork (HLS and Wilfley table) showed high grade could readily be achieved by these individual stage tests. These were unit tests on specific size fractions completed to characterise and increase the understanding of the various o
Slide 29: Metallurgical Testwork – Oxide BIF Results
METALLURGICAL TESTWORK – PHASE 1 TESTWORK – OXIDE BIF RESULTS Mass Concentrate Grade (%) For personal use only Sample recovery (%) Fe SiO2 Al2O3 P S SR0030707 40.06 64.56 4.77 0.42 0.036 0.007 SR0030708 32.87 63.84 4.78 0.46 0.024 0.009 SR0030709 45.21 61.40 10.37 0.48 0.002 0.002 SR0030710 42.29 62
Slide 30: Metallurgical Testwork – Oxide BIF Samples
METALLURGICAL TESTWORK – PHASE 1 TESTWORK – OXIDE BIF SAMPLES Mineralisation Product Sp Sample For personal use only type Fe SiO2 Al2O3 P S Soft Oxide SR0030707 46.23 30.7 0.93 0.035 0.007 BIF Soft Oxide SR0030708 45.12 30.8 0.79 0.030 0.006 BIF SR0030709 Intact Oxide BIF 44.96 34 0.77 0.060 0.001 S
Slide 31: Metallurgical Testwork – Fresh BIF
METALLURGICAL TESTWORK – PHASE 1 TESTWORK – FRESH BIF Stage 1 Sighter testwork on Fresh BIF samples very positive For personal use only DTR Wt. Fe Fe SiO2 Al2O3 P S @ DISTn. Grade DISTn. Grade Grade Grade Grade 53µm, (%) (%) (%) (%) (%) (%) (%) 3000G MAG 48.0 71.0 86.3 0.85 0.01 0.004 0.002 • Fe gra
Slide 32: Metallurgical Testwork – Phase 1A Testwork
METALLURGICAL TESTWORK – PHASE 1A TESTWORK Stage 1A is partially complete with results available for Davis Tube results by grind size for the Fresh BIF sample DTR (refer below) For personal use only The results are very positive, showing a range of grind sizes are available to produce high grade pro
Slide 33: Arrow Minerals Limited Contact
ARROW MINERALS LIMITED For personal use only ASX : AMD Contact Address E: Unit 4, 38 Colin Street info@arrowminerals.com.au West Perth WA 6005 W: arrowminerals.com.au Media Enquiries Follow Us paul@readcorporate.com.au linkedin.com/company/arrow-minerals- limited twitter.com/arrowminerals Arrow Mine