Alkane Resources Ltd · ASX:ALK
Alkane Resources — Australian Gold Conference 2024
20 slides from Alkane Resources's conference presentation, Aug 27, 2024
Slide 1: ASX and Media Release: Australian Gold Conference Presentation
ASX and MEDIA RELEASE 27 August 2024 Australian Gold Conference Presentation Alkane Resources Limited’s Managing Director, Mr Nic Earner, will be presenting at the Australian Gold Conference today at 2.15pm (AEST) (12.15pm (AWST)). A copy of Mr Earner’s presentation is attached. For personal use onl
Slide 2: Australian Gold Conference
For personal use only Australian Gold Conference Nic Earner Managing Director August 2024 © 2024 Alkane Resources
Slide 3: Disclaimer
Disclaimer For personal use only This presentation contains certain forward-looking statements and forecasts, including possible or assumed reserves and resources, production levels and rates, costs, prices, future performance or potential growth of Alkane Resources Ltd, industry growth or other tre
Slide 4: Company Snapshot
Company Snapshot For personal use only Tomingley Boda-Kaiser (20Mtpa) FY25: A$1.78B 70K-80K oz Au pre-production capital $2,400-$2,600 AISC Cu 35,600 t From FY27: Au 159,300 oz 100K+ oz Au (pa) (pa for first 5yrs) $1,900-$2,100 AISC A$5.7B free cashflow (pre-tax) $132M capital for growth over next 1
Slide 5: Corporate Profile
Corporate Profile For personal use only Capital Structure Share Price 2024 Ordinary Shares 603 million Share Price (23 August 2024) A$0.42 Market Capitalisation A$253M 12 Month low/high A$0.38/0.74 Cash and Gold Bullion (30 June 2024) ~A$54.2M Interest Bearing Debt Drawn (30 June 2024) ~A$50M Total
Slide 6: Tomingley
For personal use only Tomingley
Slide 7: Tomingley Operation
Tomingley Operation For personal use only FY25-29: $132M 455,000-505,000 oz Au capital for growth $1,900-$2,100 AISC over next 18 mths Mine life to 1.5M oz Au 2030+ in resource
Slide 8: Capital Project Timing
Capital Project Timing Construction complete Commissioning complete For personal use only 2024 2024 2025 2025 2025 2025 2026 2026 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Paste Plant Flotation & Regrind Site Power Open Cut Infrastructure Open Cut Mining Newell Highway Kyalite Road Process Plant Throughput Residue St
Slide 9: 2024-2026: A Transformational Period
2024-2026: A Transformational Period For personal use only Quarter ending: Sep-24 Dec-24 Mar-25 Jun-25 Sep-25 Dec-25 Mar-26 Jun-26 Production Range (ozAu) 16,500–19,000 17,000–19,500 17,500–20,000 19,000–21,500 20,000–22,500 21,000–23,500 21,000–23,500 23,000–25,500 Milled Tonnes (kt) 260–290 260–29
Slide 10: Five Year Plan Physicals
Five Year Plan Physicals For personal use only Financial Years FY25 FY26 FY27-FY29 Production Range (ozAu) 70,000 – 80,000 85,000 – 95,000 100,000 – 110,000 Ore Source - Underground 100% 100% 60% - Open Cut 0% 0% 40% Head Grade (g/t Au) 2.3 2.5 2.4 2,400 – 2,600 1,800 – 2,000 1,900 – 2,100 Expected
Slide 11: Production Beyond Current Plan
Tomingley Production Beyond Current Plan For personal use only • Mining has project approval to 2032, this can be extended on application • Open cut reserves exist at San Antonio and Roswell beyond current five-year plan Production Drive ~2.5km • Resources are open at depth under Roswell, San Antoni
Slide 12: Boda-Kaiser
For personal use only Boda-Kaiser
Slide 13: Summary Scoping Study Metrics
Summary Scoping Study Metrics For personal use only 20 Mtpa 17+ years A$1.8B Throughout (2 x 10 Mtpa) Life of Mine Capex (pre-production) 35,611 tpa 159,334 oz pa A$630.4 / oz Copper (first 5 years) Gold (first 5 years) AISC (with copper by-product credit) A$4.3B A$1.8B 24% 10-Year Free Cashflow (pr
Slide 14: Boda-Kaiser
Boda-Kaiser For personal use only • Regional exploration opportunities (~$5m pa) • Environmental studies commenced • Further studies to reduce mining costs and assess potential for bulk-tonnage, underground mining • ~15M oz Au eq. in resource • Engaging with potential partners ALKANE RESOURCES | ASX
Slide 15: Company Summary
Company Summary For personal use only Tomingley Boda-Kaiser Substantial cash and increase gold production to 35,600 tonnes Cu 100,000 oz Au (pa) 159,300 oz Au (pa for first 5yrs) $132M capital for growth over next 18 months 4-year payback Alkane Environmental studies continuing 3 major projects appr
Slide 16: For personal use only
For personal use only @alkaneresources alkane-resources-ltd alkane.com.au
Slide 17: Board and Management
Board and Management For personal use only Ian Gandel Nic Earner Ian Chalmers Gavin Smith Anthony Lethlean James Carter Non-Executive Managing Technical Non-Executive Non-Executive CFO and Joint Chairman Director Director Director Director Company Secretary Dennis Wilkins Simon Parsons Jason Hughes
Slide 18: Successful Explorers
Successful Explorers For personal use only • Alkane draws on its extensive experience to create value through mineral resource discoveries • Long term well-resourced team • Comprehensive databases • Detailed regional knowledge • Successful at developing its discoveries and will also transact or join
Slide 19: Tomingley Resources
Tomingley Resources For personal use only ALKANE RESOURCES | ASX:ALK 18
Slide 20: Boda-Kaiser Resource
Boda-Kaiser Resource For personal use only Total Boda-Kaiser Grade-Tonnage Curve ALKANE RESOURCES | ASX:ALK 19