Impact Minerals Limited · ASX:IPT
Impact Minerals — Investor Presentation (October 2009)
22 slides from Impact Minerals's investor presentation, Oct 19, 2009
Slide 1: ASX Announcement: Presentation Broadcast
Market Cap ASX ANNOUNCEMENT A$21.5m ($0.23 p/s) ASX: IPT For personal use only Date: 115/191009 Issued Capital IMPACT MINERALS LIMITED 93,403,328 PRESENTATION BROADCAST Impact Minerals Limited (IPT) is pleased to inform the market that it has recorded a presentation broadcast to provide an update on
Slide 2: Dr Michael Jones - Managing Director
For personal use only Dr Michael Jones ‐ Managing Director
Slide 3: Disclaimer and Competent Persons Statement
For personal use only Disclaimer and Competent Persons Statement Important Notice This presentation does not purport to provide all of the information an interested party may require in order to investigate the affairs of Impact. The information provided herein has not been audited nor independently
Slide 4: Investment Highlights
Investment Highlights 27,000 sq km exploration portfolio in Botswana with world class uranium For personal use only exploration potential: • Impact controls 400 km of strike uranium prospective rocks north and south of A‐Cap’s large Letlhakane Uranium Project. A‐Cap has started a BFS; • Soil geoch
Slide 5: Corporate Overview
Corporate Overview For personal use only ASX Code IPT Issued Shares 93 million Options 8 million Market Cap (at 18 cents) $17 million Cash (30 June) $4 million Debt nil Enterprise Value $13 million 4
Slide 6: Project Locations
Project Locations Botswana – Uranium Australia – Uranium, Nickel and Gold For personal use only Killarney Botswana Drummond West Uranium Project Clermont Quinns Lake Drummond East Clermont Yarrabubba Moly King Southern Africa – Platinum Group Metals and Nickel 5
Slide 7: Why Botswana?
Why Botswana? For personal use only • Ranked No. 1 in Mining in Africa by Fraser Institute 2009; • Excellent access and infrastructure; • Very long record of political and macroeconomic stability; • 43% of GDP in mining; • Significant uranium deposits located throughout the region along the prolific
Slide 8: Botswana Uranium
Botswana Uranium For personal use only • 100% Impact; • Tenements totaling 27,000 sq km with 350km strike of highly prospective Karoo host rocks; • Largest uranium portfolio in Botswana; • Tenements are north and south of A‐ Cap’s 98 Mlb* Letlhakane uranium resource in similar geology; • Potential f
Slide 9: Rossing, Rossing South, Langer Heinrich: Namibia
For personal use only Rossing, Rossing South, Langer Heinrich: Namibia Rossing Rossing South Langer Heinrich The Desert Sands hid Rossing South for 30 years. 8 8
Slide 10: Botswana Uranium - Targets
Botswana Uranium ‐ Targets Lekobolo For personal use only Karoo Rocks: Lethlhakane analogue 100 Mlb 20 km • Extensive sand cover to west Boundary and south. of ACAP resource • 15km long radiometric anomaly 20km Impact south of tenements Letlhakane; • Tenements extend 150 km 9
Slide 11: Botswana Uranium - Targets
Botswana Uranium ‐ Targets Lekobolo For personal use only Karoo Rocks: Lethlhakane analogue 100 Mlb • Extensive sand cover to west and south. • 15km long radiometric anomaly 20km south of Letlhakane; • Tenements extend 150 km10
Slide 12: Botswana Uranium - Targets
Botswana Uranium ‐ Targets Kodibeleng, Ikongwe, Shoshong For personal use only Calcrete channels: Langer Heinrich analogue 100 Mlb Kodibeleng 80 km of calcrete palaeochannels; Shoshong No drilling. Ikongwe 11
Slide 13: Botswana Uranium - Targets
Botswana Uranium ‐ Targets For personal use only Sua Target Two very large uranium anomalies Sua analogue: covering 200 sq km. Uranex NL’s Manyoni Project, Bahi, Tanzania. eU anomaly 5-15 ppm • 5 to 15 ppm in soil profiles down to • Inferred Resource of 15 Mlbs at 158 2 m from surface. ppm (cut off
Slide 14: Yarrabubba - Quinns Lake Uranium
Yarrabubba ‐ Quinns Lake Uranium Ownership For personal use only Quinns Lake: 100% Impact; Yarrabubba: 20% Impact • CITIC 60%, others 20%. Nowthanna Uranium Deposit Impact owns ~40% (4 Mlb) of the Nowthanna deposit: Inferred Resource 10.4 Mt at 450 ppm for 10.1 Mlb U3O8 (200 ppm cut‐off) 500 m Cross
Slide 15: Yarrabubba - Quinns Lake Uranium
Yarrabubba ‐ Quinns Lake Uranium For personal use only Significant Uranium Upside: Exploration Target >15 Mlb • Four prospects partly drilled in 70’s and 90’s; • 15 km of untested strike extensions; > 50 km of concealed channels ‐ never drilled; • Well endowed uranium province with a number of urani
Slide 16: Yarrabubba - Quinns Lake Uranium
Yarrabubba ‐ Quinns Lake Uranium For personal use only Lake Maitland Mega Uranium Ltd In February 2009, Mega Uranium announced the sale of 35% of its Lake Maitland resource for US$49 million to Japan Australia Uranium Resources Development Co. Ltd. and ITOCHU Corporation. Lake Maitland Uranium Depos
Slide 17: Yarrabubba - Quinns Lake Nickel
Yarrabubba ‐ Quinns Lake Nickel For personal use only Sudbury Analogue Nickel‐in‐soil anomaly • Impact 20%; (CITIC 60%; Others • Peak value > 50 20%) times background in • Tenements cover 650 sq km; 3 sq km area of • Magnetic data shows a very large, elevated responses. sub‐circular alteration featu
Slide 18: Impala Platinum Alliance
Impala Platinum Alliance For personal use only Impala Platinum Alliance – partnering with the world’s second largest platinum producer • Impala Platinum is funding project generation activities in 8 southern African countries over at least two years for a total investment of US$800,000 renewable; •
Slide 19: Queensland Gold
Queensland Gold Drummond Basin (100%) Clermont (100%) For personal use only • 2,780 sq km covering key • 300 sq km with previous drilling at Ayers geological contacts; and Rock prospect. • 70 targets for Au + Cu – Mo including 15 high priority targets for follow‐up work. Killarney (100%) • 954 sq km
Slide 20: Impact Summary
Impact Summary For personal use only Uranium • Botswana: • 27,000 sq km in known uranium province with world class potential, north and south of A‐Cap’s 98 Mlb Letlhakane uranium resource and in similar geology; • Soil geochemistry underway on 5 key uranium targets; • Drilling targeted for Q4 2009;
Slide 21: Impact Summary
Impact Summary For personal use only Nickel‐PGE’s • Strategic Alliance with Impala Platinum in its first year of a two year alliance; and • Quinns Lake‐Yarrabubba impact structure target: • 6 highly ranked targets from major soil survey; • Follow up field checking and infill sampling in progress. Go
Slide 22: For personal use only
For personal use only The review of exploration activities and results contained in this report is based on information compiled by Dr Mike Jones, a Member of the Australian Institute of Geoscientists. He is a director of the company and works full time for Impact Minerals Limited. He has sufficient
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