Stavely Minerals Ltd · ASX:SVY
Stavely Minerals — GBA Capital Emerging Copper Conference 2024
38 slides from Stavely Minerals's conference presentation, Sep 18, 2024
Slide 1: Finding the energy metals the world needs for a low-carbon future
For personal use only Finding the energy metals the world needs for a low-carbon future High-Impact Exploration in Emerging Copper and Nickel Provinces GBA Capital Emerging Copper Conference 18 September 2024 1
Slide 2: Disclaimer
Disclaimer ● This presentation contains only an overview of Stavely Minerals Limited (“Stavely" or the “Company”) and its activities and operations. The contents of this presentation, including matters relating to the geology and exploration potential of For personal use only the Company’s projects,
Slide 3: A Modern Australian Energy Metals Growth Company
A Modern Australian Energy Metals Growth Company What does Stavely Minerals offer that is different? For personal use only BIG targets 3
Slide 4: BIG Targets
BIG Targets Stavely Project - Thursday’s Gossan Prospect ● High-Grade Cayley Lode Cu-Au-Ag discovery ● 9.3Mt at 1.23% Cu, 0.23g/t Au and 7.1g/t Ag 2 For personal use only ● Commercial Viability Study in-progress ● Junction Lode ● 35m at 3.44% Cu and 26g/t Ag ● New structural interpretation provides
Slide 5: Stavely Project
For personal use only Stavely Project 5
Slide 6: Stavely Project
Stavely Project ● Discovery– outstanding shallow high-grade copper-gold-silver discovery (September 2019), the Cayley Lode For personal use only ● New style of mineralisation – Magma/Butte copper lode-style system, never before seen in Australia ● Multiple regional discovery opportunities: ● Junctio
Slide 7: The Cayley Lode Mineral Resources Estimate
The Cayley Lode Mineral Resources Estimate ● Discovery– outstanding shallow high-grade copper-gold-silver discovery (September 2019), the Cayley Lode For personal use only ● Cayley Lode MRE1 – 9.3Mt at 1.23% Cu, 0.23g/t Au and 7.1g/t Ag ● Total Resources – 28.3Mt at 0.75% Cu, 0.11g/t Au and 3.5g/t A
Slide 8: Junction Lode Discovery Opportunity
For personal use only Junction Lode Discovery Opportunity 8
Slide 9: Junction Lode Discovery Opportunity
Junction Lode Discovery Opportunity Junction is the largest copper in soil auger anomaly in the entire Stavely Project, located ~2km south of the Cayley Lode. For personal use only Historic intercepts at the Junction Prospect include1: ● 35m at 3.44% Cu and 26g/t Ag from 24m drill depth to end-of-ho
Slide 10: Junction Lode Discovery Opportunity
Junction Lode Discovery Opportunity Historic intercepts at the Junction Prospect include1: ● 35m at 3.44% Cu and 26g/t Ag from 24m drill depth to For personal use only end-of-hole (EoH) in TGAC078 ● 11m at 1.72% Cu and 26g/t Ag from 33m in TGRC087 ● 6m at 2.15% Cu and 8g/t Ag from 2m and 6m at 3.90%
Slide 11: Junction Lode Discovery Opportunity
Junction Lode Discovery Opportunity Recent aircore drilling has solved the structural controls on high-grade copper mineralisation at the Junction prospect. For personal use only ● 21 aircore drill holes successfully completed ● Structural controls resolved ● Final assays imminent, preliminary resul
Slide 12: Junction Lode Discovery Opportunity
Junction Lode Discovery Opportunity Recent aircore drilling has solved the structural controls on high-grade copper mineralisation at the Junction prospect. For personal use only ● 21 aircore drill holes successfully completed ● Structural controls resolved ● Final assays imminent, preliminary resul
Slide 13: S41 Breccia-Hosted Gold Target
For personal use only S41 Breccia-Hosted Gold Target 13
Slide 14: Emerging Discovery? – The S41 Breccia Prospect
Emerging Discovery? – The S41 Breccia Prospect Magnetics Gravity S41 Prospect Aircore ● 4m at 2.21g/t Au from For personal use only 96m drill depth, including: ● 2m at 3.92g/t Au from 98m in aircore drilling ● Large 2km alteration zone ● Strongly anomalous base metals and pathfinder geochemistry See
Slide 15: Emerging Discovery? – The S41 Breccia Prospect
Emerging Discovery? – The S41 Breccia Prospect S41 Diamond Drill Hole ● Only one diamond drill hole in the 2,000m x For personal use only 750m interpreted breccia system ● 1m at 2.16g/t Au from 282m drill depth ● 37m at 0.10g/t Au, including: ● 2m at 0.56g/t Au from 320m, and ● 5m at 24.3g/t Ag from
Slide 16: Emerging Discovery? – The S41 Breccia Prospect
Emerging Discovery? – The S41 Breccia Prospect S41 Diamond Drill Hole ● Only one diamond drill hole in the 2,000m x For personal use only 750m interpreted breccia system ● 1m at 2.16g/t Au from 282m drill depth ● 37m at 0.10g/t Au, including: ● 2m at 0.56g/t Au from 320m, and ● 5m at 24.3g/t Ag from
Slide 17: The demise of sulphide nickel has been grossly exaggerated
For personal use only The demise of sulphide nickel has been grossly exaggerated - with apologies to Mark Twain 17
Slide 18: The demise of sulphide nickel has been grossly exaggerated
The demise of sulphide nickel has been grossly exaggerated The current nickel price is not at historic For personal use only lows 25-year Ni US$/t monthly average price ● Emily Ann commences Ni production with ~US$6,000/t nickel price Nova-Bollinger commences USD$16,766 ● production into a falling n
Slide 19: Why Magmatic Nickel Sulphide?
Why Magmatic Nickel Sulphide? BUT – the key reason sulphide nickel will remain an attractive investment proposition is because a quality sulphide For personal use only nickel deposit is lower on the cost curve, and more profitable per production unit than laterite nickel. AND, despite approaching en
Slide 20: Why Magmatic Nickel Sulphide?
Why Magmatic Nickel Sulphide? BUT – the key reason sulphide nickel will remain an attractive investment proposition is because a quality sulphide For personal use only nickel deposit is lower on the cost curve, and more profitable per production unit Nova-Bollinger than laterite nickel. AND, despite
Slide 21: Why Magmatic Nickel Sulphide?
Why Magmatic Nickel Sulphide? If you follow the crowd and don’t like nickel, close your eyes and stick your fingers in your ears… For personal use only A$83.5m – Nova-Bollinger EBITDA Q4 2024 +95% of Q4 IGO earnings A$294m – Nova-Bollinger EBITDA FY2024 +50% of FY24 IGO earnings IGO is a A$4.1B comp
Slide 22: Magmatic Nickel Sulphide v Kambalda-Style Nickel Sulphide
Magmatic Nickel Sulphide v Kambalda-Style Nickel Sulphide Komatiite-hosted nickel sulphides are naturally high-cost producers For personal use only Comparatively low-tonnage per vertical metre Komatiite sulphide operations (eg. Mincor, Leinster) are higher cost than magmatic nickel deposits. Magmati
Slide 23: Magmatic Nickel Sulphide v Kambalda-Style Nickel Sulphide
Magmatic Nickel Sulphide v Kambalda-Style Nickel Sulphide Komatiite-hosted nickel sulphides are naturally high-cost producers For personal use only Comparatively low-tonnage per vertical metre Komatiite sulphide operations (eg. Mincor, Leinster) are higher cost than magmatic nickel deposits. Magmati
Slide 24: Magmatic Nickel Sulphide v Kambalda-Style Nickel Sulphide
Magmatic Nickel Sulphide v Kambalda-Style Nickel Sulphide Komatiite-hosted nickel sulphides are naturally high-cost producers For personal use only Comparatively low-tonnage per vertical metre Komatiite sulphide operations (eg. Mincor, Leinster) are higher cost than magmatic nickel deposits. Magmati
Slide 25: The Hawkstone Magmatic Nickel-Copper Project
For personal use only The Hawkstone Magmatic Nickel-Copper Project 25
Slide 26: Hawkstone Ni-Cu-Co Project
Hawkstone Ni-Cu-Co Project Hawkstone Ni-Cu-Co Project ● ~870km 100% tenure 2 For personal use only ● ~30km of the prospective Ruins Dolerite ● Buxton / IGO JV Merlin discovery 1km from tenement boundary ● Complementary field season (winter) to the Stavely Project (summer) ● Potential for Li pegmatit
Slide 27: Hawkstone Ni-Cu-Co Project
Hawkstone Ni-Cu-Co Project Hawkstone Ni-Cu-Co Project NEW IGO / BUX Dogleg nickel discovery For personal use only (Quick Shears) 13km NW of Merlin / Double Magic1: • 23WKDD003 – 13.85m @ 4.35% Ni, 0.34% Cu and 0.15% Co from 177.34m, incl. • 5.86m @ 7.47% Ni, 0.31% Cu and 0.25% Co • 23WKDD004 – 2.89m
Slide 28: Hawkstone Ni-Cu-Co Project
Hawkstone Ni-Cu-Co Project Hawkstone Ni-Cu-Co Project ● Stavely Minerals has flown the Falcon Gravity For personal use only gradiometer and magnetic survey over the Hawkstone Project ● Gravity data shows an interpreted ~20km mafic / ultramafic magma chamber at depth ● Perfect host environment for a
Slide 29: Hawkstone Ni-Cu-Co Project
Hawkstone Ni-Cu-Co Project Hawkstone Ni-Cu-Co Project ● First-stage of on-ground exploration to For personal use only commence with a large moving-loop EM (MLEM) survey ● WA EIS co-funding grant of up to $230,000 ● Next stage RC drilling of shallow conductors to 200m ● WA EIS co-funding grant of up
Slide 30: Work Programme
For personal use only Work Programme 30
Slide 31: 12-month Work Programme
12-month Work Programme ACTIVITY Q3 2024 Q4 2024 Q1 2025 Q2 2025 STAVELY PROJECT Junction Prospect For personal use only Aircore drilling New Interpretation Aircore results S41 Breccia-hosted Gold IP geophysical survey Too Wet?? Aircore drilling Aircore results ? Toora Road Diamond drilling S2 and S
Slide 32: Corporate Summary
Corporate Summary CAPITAL STRUCTURE 12-month Share Price to 2 September 2024 ASX Ticker SVY $0.09 8,000,000 For personal use only Share Price (17/09/24) $0.030 $0.08 Close Volume 7,000,000 Shares on Issue 482M $0.07 6,000,000 $0.06 Cash (30/06/24) $3.7M 5,000,000 $0.05 Market Capitalisation $14.4M 4
Slide 33: Summary – Key Investment Takeaways
Summary – Key Investment Takeaways The Cayley Lode is a quality high-grade copper-gold-silver Mineral Resource from surface We believe there is potential for local processing of high-grade, small-footprint underground production – Commercial Viability Study has commenced For personal use only
Slide 34: Copper and Nickel …the Ultimate “Future-Facing” Commodities
Copper and Nickel …the Ultimate “Future-Facing” Commodities In order to migrate to a low-carbon For personal use only economy and provide alternative energy solutions, certain strategic minerals are required to build the wind 3.6 tonnes of copper for every MW of wind farms, solar farms, electric veh
Slide 35: Copper and Nickel…Compelling Market Fundamentals
Copper and Nickel…Compelling Market Fundamentals There are very few high-quality For personal use only projects coming on stream in first world jurisdictions Escondida, the world’s largest copper mine: • 1.72% Cu average head grade in 2007 • 0.52% Ore Reserve grade in 2019 CRU estimates a 15 million
Slide 36: Contact Us
For personal use only Contact Us: Stavely Minerals Limited Level 1, 168 Stirling Highway Nedlands WA 6009 www.stavely.com.au info@stavely.com.au Ph: 08 9287 7630 The information in this presentation is extracted from information available to view on www.stavely.com.au. The Company confirms that it i
Slide 37: Appendix 1: Mineral Resources
For personal use only Appendix 1: Mineral Resources 37
Slide 38: Appendix 1: Mineral Resources Classifications
Appendix 1: Mineral Resources Classifications Table 1. Cayley Lode Initial Mineral Resource estimate Cut-off Grade Cont. Grade Cont. Grade Cont. Resource Resource Tonnes Material Category (Mt) Cu For personal use only (Cu %) (Cu %) (Au g/t) Au (oz) (Ag g/t) Ag (oz) (Mlbs) Primary Indicated 0.2 5.87
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