Anson Resources Limited · ASX:ASN
Anson Resources — Low Emission and Technology Minerals Conference 2016
23 slides from Anson Resources's conference presentation, Nov 16, 2016
Slide 1: Low Emission and Technology Minerals Conference
Low Emission and Technology Minerals Conference Hyatt Regency Perth 16th November 2016 For personal use only www.ansonresources.com
Slide 2: Disclaimer
Disclaimer The information contained in this confidential document ("Presentation") has been prepared by Anson Resources Limited (the "Company"). It has not been fully verified and is subject to material updating, revision and further amendment. The Information many not be distributed to others at a
Slide 3: Anson Resources: ASX listed Western Australian graphite company
For personal use only Anson Resources Limited is a ASX listed company which owns a Western Australian graphite deposit. It plans to develop graphite products for the battery sector Assets 100% ownership of Ajana graphite project in Western Australia exploration licence covering 115km2 high grade pri
Slide 4: Capital Structure
For personal use only Capital Structure Shares in issue 155m Share Price (as at 15/11/2016) 3.0 cents Market Capitalisation $4.86m Net Cash (as at 30 September 2016) $1.56m* Enterprise Value $3.30m Top Shareholders (total shareholders circa 350) Wu Xiaonan 22.0% Bruce Richardson 11.0% Ouro Pty Ltd 1
Slide 5: Board and management
For personal use only Bruce William McLeod, B.Sc. (Maths), M.Com (Econ) - Non Executive Chairman •Experienced public company director. •>25 years experience in the Australian capital markets. •Corporate funding experience in resources and property industries. •Extensive experience in the takeover an
Slide 6: Known graphite deposits
pas Anson Resources Ltd Known graphite deposits
Slide 7: Ajana is located in Western Australia
For personal use only Ajana is located in Western Australia, 500km from Perth and only 130km from Geraldton Source: DMP 7
Slide 8: Historic mining area in Western Australia
For personal use only Historic mining area in Anson Resources one of the world’s leading mining states Majority Crown land Existing infrastructure Skilled mining workforce and contractors within close proximity No fly-in, fly-out workforce costs 8
Slide 9: Infrastructure: highway, airport and port access
For personal use only National highway bisects Airport 130km; good for small tenements volumes Port 130km; bulk and “rotainer” Capex investment in logistics capable minimal Short time to shipments / cash-flow 9
Slide 10: Geology: graphite schist within Proterozoic Gneiss
For personal use only High grade metamorphism with hydrothermal alteration Graphite schist within a Proterozoic Gneiss Similar to Tanzanian graphite deposits Samples indicate graphitic schist up to 42.3% TGC 10
Slide 11: EM targets at Walcott and Mary Springs Prospects
For personal use only 14 EM targets at Walcott Prospect 8 EM targets at Mary Springs Prospect 11
Slide 12: EM targets at Mary Springs Prospect
For personal use only 8 EM targets at Mary Springs Prospect Can prioritise for exploration purposes Size Conductivity Depth 12
Slide 13: EM targets at Walcott Prospect
For personal use only 14 EM targets at Walcott Prospect 13
Slide 14: 3D conductor plate interpretation
For personal use only 3D conductor plate interpretation Size of conductive body Plan future drilling programs (based on the strike & dip of conductor) 14
Slide 15: For personal use only
For personal use only 15
Slide 16: Flake size distribution and grade
For personal use only Classification Microns Size Distribution Grade µm Distribution % TGC % Super Jumbo >500 2.21% 97.80% Jumbo 300-500 14.38% 96.40% Large 180-300 26.21% 94.30% Medium 150-180 13.68% 91.80% Fine 75-150 43.52% 89.76% Total 100% 92.36% Samples taken from shallow pits and shafts below
Slide 17: Graphite products, markets and prices
For personal use only Product Key Market Price 1. Refractory graphite Steel US$500 per tonne 2. Spheroidal graphite Batteries US$2,800 per tonne 3. Expanded graphite Fire insulation US$7,000 per tonne 4. Graphene Numerous US$55,000 per tonne ??? Multiple products provides for multiple revenue opport
Slide 18: Li-ion battery grade specifications produced
For personal use only Li-Ion Battery grade specifications produced: 99.97% TGC purity achieved Li-ion battery specifications achieved 1,000 magnification with conventional milling and purification techniques Test work carried out in Germany by ANZAPLAN* 3,000 magnification *Dorfner Analysenzentrum u
Slide 19: Spherical graphite analysis
For personal use only Spherical graphite Fixed Carbon (%) 99.97 Ash (%) 0.03 analysis falls within Moisture (%) 0.1 range suitable for Li-ion Fe (ppm) 18 anode manufacture Ca (ppm) 7 S (ppm) 40 Every battery Si (ppm) 28 manufacturer has its Al (ppm) 15 Ni (ppm) <8 own set of specifications Zn (ppm)
Slide 20: Summary: particle size and battery applications
For personal use only Summary Particle Size Distribution (PSD) determines the application and has an important influence on Tap Density Tap Density should be as high as possible Specific surface area (SSA, measured according to BET) should be as low as possible D50 particle size varies for individua
Slide 21: Specifications of purified spherical graphite
For personal use only Tap density specifies the ability of compaction Ajana Spherical Suitability Graphite 0.9g/cm³ for fine spherical graphite D10 (micron) 9.9 products (D50 ~10 – 15 microns) D50 (micron) 15.3 >0.9g/cm³ for coarser products (D50 ~15 – 25 microns) D90 (micron) 23.4 D90/D10 2.4 Yes B
Slide 22: Graphite sector market cap comparison
For personal use only Graphite sector market cap A$’000 ASX Listed Co.44.80 ANS WKT KNL TLG HXG MNS SYR January 2016 mkt cap A$m $1.0 $12.0 $32.0 $53.0 $13.0 $135.0 $737.0 November 2016 mkt cap A$m* $4.9 $6.7 $44.8 $49.1 $63.9 $267.4 $865.1 Country Australia/US Tanzania Tanzania Sweden Australia Tan
Slide 23: Thank you!
Thank you! info@ansonresources.com 08 9226 0299 ASN Anson Resources Ltd 23
Anson Resources — Low Emission and Technology Minerals Conference 2016 on 6ix