Magmatic Resources Ltd. · ASX:MAG
Magmatic Resources — Investor Presentation (May 2017)
23 slides from Magmatic Resources's investor presentation, May 31, 2017
Slide 1: Positioned for Discovery
For personal use only ASX: MAG Positioned for Discovery In a World Class Gold and Copper Jurisdiction Company Presentation | 30 May 2017 Page 1 .
Slide 2: Disclaimer | Important Information
Disclaimer | Important Information Forward-looking information is subject to known and unknown risks, uncertainties and other factors that may cause actual results to be materially different from those expressed or implied by such forward-looking information, including risks associated with investme
Slide 3: Gold and Copper in a World Class Jurisdiction
GOLD AND COPPER IN A WORLD CLASS JURISDICTION For personal use only Right Time Right Place Right Commodities Right Projects Page 3
Slide 4: Advanced Gold and Copper Projects ready for discovery
Advanced Gold and Copper Projects ready for discovery For personal use only Right Time AUD$ Gold <10% off all time high, mid/long term copper deficit Right Place In the same precinct as Australia’s largest gold mine; and Australia’s 2 largest Copper-Gold Porphyry mines Right Commodities
Slide 5: Magmatic Prospect Pipeline
Magmatic Prospect Pipeline For personal use only RESOURCES DRILL INTERSECTIONS GEOCHEMICAL ANOMALIES CONCEPTUAL TARGETS Page 5
Slide 6: Excellent Precinct
Excellent Precinct Magmatic’s 4 Projects were Gold Fields’ most For personal use only prized Australian greenfield exploration assets, located near: Tomingley 0.6Moz Au Cadia Valley (Newcrest Mining) – 43Moz Au, 8.4Mt Cu resource. Third largest gold- copper porphyry in the world producing 2Moz and
Slide 7: Projects Overview
Projects Overview 4 Projects covering For personal use only 850km2: 7 Tenements 40 targets 1. Moorefield 2. Myall 3. Parkes 2 Tenements 4. Wellington 3 Tenements Page 7
Slide 8: Project - Investment Opportunity Drivers
Project - Investment Opportunity Drivers MAG purchased the projects from Gold Fields (the worlds 7th largest gold producer), who For personal use only spent $13.5m exploring the projects Over 40 targets already identified of which 7+ are near surface gold targets with potential for open pit mini
Slide 9: Project - Investment Opportunity Drivers
Project - Investment Opportunity Drivers Significant Medium/Long term share price catalysts in the form of potential for major For personal use only Au-Cu porphyry discovery at Myall, Parkes and Wellington: Copper-Gold and base metal porphyry targets including: 107m @ 0.43% Cu & 0.11g/t Au at
Slide 10: Work Program
12 month Work Program 2017 2018 PROJECTS Target/s EXPLORATION May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr For personal use only Boxdale, Geological Mapping & Surface L'Estrange, Geochemistry Pattons, Ghost Hill Moorefield: Carlisle Reefs, Geophysics Boxdale, L'Estrange, (eg. Magnetics, IP, EM, G
Slide 11: Moorefield Project
Moorefield: Carlisle Reefs 15 hole drill program completed and awaiting assays. For personal use only Moorefield presents an opportunity to realise near term value through exploration of multiple drill ready near surface Au prospects and significant Tritton style Cu targets Major prospects: Carlisle
Slide 12: Moorefield Project: Carlisle Reefs Target
Moorefield Project: Carlisle Reefs Target: Approximately 100 shafts, adits and diggings never previously drilled. First 15 hole drill program completed and awaiting assays. For personal use only Page 12
Slide 13: Moorefield Project: Carlisle Reefs Target
Moorefield Project: Carlisle Reefs Target: 15 hole drill program completed and awaiting Assays. Rock chips incl. >1000g/t Au For personal use only Multiple rock chips > 10g/t incl.: • >1,000g/t • 416g/t • 40g/t • 29.9g/t 850m • 27.9g/t • 16.15g/t Legend Veins Page 13
Slide 14: Boxdale – Carlisle Reefs: potential 14km Gold Corridor
Boxdale – Carlisle Reefs: potential 14km Gold Corridor For personal use only Boxdale Au-(As-Ag-Cu-Bi) Trend Shallow Au-Ag RC drill intersections (5 GFA RC holes for 888m), open along strike and at depth, including: 19m @ 1.28 g/t Au, Incl. 4m @ 4.3 Au 15m @ 1.00 g/t Au, Incl. 6m @ 2.11 g/t Au
Slide 15: Myall: Drilling to commence Q4, 2017
Myall: Drilling to commence Q4, 2017 The Myall tenement accounts for one of the largest volcano-intrusive complexes in the East For personal use only Lachlan and has the same age and fundamental geological characteristics as the Cadia & Northparkes systems Major prospects: Kingswood, Barina, Gemini,
Slide 16: Parkes: Exploration commenced Q2, 2017 (JV)
Parkes: Exploration commenced Q2, 2017 (JV) Parkes: potential near-term value catalyst through near surface Au drilling, and additional For personal use only potential for Au-Cu, Cu-Au-Mo porphyry mineralisation Major prospects: MacGregors, MacGregors South, Buryan, Mertondale, Glenroy, Stockmans, S
Slide 17: Wellington: Drilling to commence Q3, 2017
Wellington: Drilling to commence Q3, 2017 3 compelling prospects including a near-surface gold prospect in Bodangora (historical gold For personal use only field >230koz @ 26g/t Au). Cu-Mo-Au porphyry targets at the Rose Hill and Mayhurst prospects Major prospects: Bodangora, Rose Hill, Rose Lawn, M
Slide 18: Corporate Snapshot
Corporate Snapshot For personal use only Listed on the ASX on Friday 19th May, 2017 Existing Shares on Issue (85% escrowed for 24 months) 60.0m IPO Shares 20.0m Cash (before costs) $4.0m Market Capitalisation @ 20 cents $16.0m Performance Shares (24 month escrow) 16.0m Unlisted 3 Year Options (24 mo
Slide 19: Key Personnel
Key Personnel Board of Directors For personal use only Mr David Berrie 30 years mining industry experience including Western Mining Corporation and BHP Billiton. Previously Non-Executive Managing Director at Fusion Resources Ltd and Raisama Ltd. Currently a Director of Summit Resources Chairman (Joi
Slide 20: Gold-Copper Porphyry Deposits
Gold-Copper Porphyry Deposits Cu-Au bearing porphyry deposits are typically high tonnage and of low to medium grade (0.3 – For personal use only 1% Cu). Despite being underexplored, Myall and Wellington contain highly prospective porphyry targets that have yielded drill intersections at grades repre
Slide 21: The electric vehicle revolution needs our commodities
Glencore BofAML May 2017 Presentation The electric vehicle revolution needs our commodities For personal use only • The electric vehicle revolution is happening and The impact of electrification per vehicle: c.160kg Cu its impact is likely to be felt faster than expected • Virtually all automotive p
Slide 22: Sustaining copper mine supply is progressively more challenging
Glencore BofAML May 2017 Presentation Sustaining copper mine supply is progressively more challenging For personal use only Mined copper grades continue to Sector reinvestment has Exploration has been decline(1) … collapsed (1,2) … increasingly unsuccessful (1) … 1.7% 120% 7.0% Growth rate in Aggreg
Slide 23: Glencore: sustaining copper mine supply is progressively more challenging
Glencore: sustaining copper mine supply is progressively more challenging For personal use only Copper mine project pipeline now below Supply is peaking in 2018 and declines thereafter at pre-supercycle lows 3.5% CAGR with no reinvestment (3) 50 $bn capex kt copper copper LME Copper 200 8000 (LHS $/
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