Apc Minerals Limited · ASX:APC
Apc Minerals — Goldphyre Resources — Investor Presentation (June 2015)
18 slides from Apc Minerals's investor presentation, June 2015
Slide 1: Lake Wells Potash Project: Targeting Australia’s Potash Demand
ASX: GPH Lake Wells Potash Project Targeting Australia’s Potash Demand
Slide 2: Disclaimer
Disclaimer Forward-looking statements representations contained in this presentation. No responsibility for any errors or omissions from this presentation arising out of This presentation has been prepared by Goldphyre Resources Ltd negligence or otherwise is accepted. This presentation may (“GPH”).
Slide 3: Lake Wells Potash Project
Lake Wells Potash Project ✴ The Lake Wells Potash Project is 100% owned 0 75 150 300 450 600 ✴ Lake Wells identified as one of the highest Kilometers HALLS CREEK potash potential salt lakes in Australia Great ✴ Very high grades at surface - exploration at PORT HEDLAND Sandy TELFER Desert depth requi
Slide 4: A source of SOP for Australian farmers
Lake Wells Potash Project A source of SOP for Australian farmers 0 75 150 300 450 600 Kilometers HALLS CREEK Great PORT HEDLAND Sandy Desert TELFER EXMOUTH Gibson Desert WILUNA Great Lake Wells Potash Project Victoria LAVERTON LEONORA Desert GERALDTON KALGOORLIE PERTH ESPERANCE Road Railway line Lak
Slide 5: Aquifer recharge is vital to brine extraction
Lake Wells Potash Project Aquifer recharge is vital to brine extraction GPH tenure 465km2 Research indicates the Lake Wells Potash Project’s positioning over paleochannel recharge flow is favourable for brine recharge 5
Slide 6: Porosity and permeability are also vital to brine extraction
Lake Wells Potash Project Porosity and permeability are also vital to brine extraction Paleochannel bedrock contact at c.120m Previous worker’s drill collar, not to scale 93 holes of air-core data used in wire frame modelling Aquifer modelling indicates volume of approximately 1,600 million m3, and
Slide 7: Location and logistics are vital to bulk commodity resources
Lake Wells Potash Project Location and logistics are vital to bulk commodity resources ✴ Eastern Goldfields location with entrenched mining culture and infrastructure ✴ 300kms overland to bulk rail terminal at Leonora ✴ 85kms to Great Central Road (link to Kalgoorlie) Laverton-‐Leonora Road 125km L
Slide 8: Working towards a JORC 2012 resource
Lake Wells Potash Project Working towards a JORC 2012 resource Grade, brine composition and volumes are key ✴ Brine pit sampling at Lake Wells has returned very high SOP values: average across 11 pit samples of 4.83 kg/m3 K equivalent to 10.79 kg/m3 SOP First forward drill program designed test conc
Slide 9: Proposed forward drill program
Proposed forward drill program 498000 500000 502000 504000 506000 508000 510000 N E38/2114 E38/1903 6990000 6990000 6988000 6988000 Proposed GPH AC Hole Previous Explorers Air Core Drill Hole 6986000 6986000 0 0.5 1 2 3 4 Kilometers 6984000 6984000 E38/1903 ELA 38/3021 E38/2113 498000 500000 502000
Slide 10: Upcoming activity
Upcoming activity Activity JUL AUG SEP OCT NOV DEC Site preparation, shallow auger/pit sampling Weather station installation and commencement of weather monitoring program Air-core drilling on lake margins and and lake pan Flow testing, water level logger installation Brine and multi-element analysi
Slide 11: Sector Analysis: Market Capitalisation
Sector Analysis Market Capitalisation A$m 90 84 80 67.5 A$M Market Capitalisation GPH market capitalisation at 22 June 2015 45 25 23 22 22.5 20 15 3 0 RWD DNK CXM RUM AIV WHE AMN GPH 11
Slide 12: Corporate Summary
Corporate Summary Capital structure Board & management Shares on issue* 68.4m Matt Shackleton | Executive Chairman +20 years experience in corporate management of ASX, TSX, overseas Options on issue* 62.9m and Australian entities. Chartered Accountant, MBA (UWA), Canyon, Bannerman, Arunta, Mount Mag
Slide 13: Contact Details
Targeting Australia’s Potash Demand Contact Details Matt Shackleton, Executive Chairman m: +61 (0)438 319 841 t: +61 8 9322 1003 e: m.shackleton@goldphyre.com.au Brenton Siggs, Technical Director ABN 68 192 345 678 m: +61 (0)427 075 225 31 Ord Street, West Perth t: +61 8 9322 1003 Western Australia
Slide 14: Potash and SOP
Potash and SOP 1. Potassium is one of the three ESSENTIAL 2. There are 4 basic sources of primary potassium fertilisers agricultural nutrients Potassium nitrate [K, N] K Ni Phosphate fertilisers Sulphate of potassium K Mg S magnesia [K, Mg, S] Plant Potassium fertilisers nutrition Muriate of potash
Slide 15: Sulphate of potash is a premium source of potassium
Sulphate of potash is a premium source of potassium SOP is priced at an approximate 30% premium to muriate of potash (MOP) • Pressure on premium predicted to widen due to instability in the MOP market forcing increased reliance on SOP SOP market segment globally • Primary sources of SOP are very rar
Slide 16: Potash price trend and SOP premium
Potash price trend and SOP premium 1000 SOP SOP Price Trend MOP 12 June 2015: MOP is retailing at A$590-A$620/ forecast data tonne SOP is retailing for A$1,140/tonne 750 $US 500 250 30 July 2013: CEO Uralkali pulls out of Belarusian Potash Company cartel 0 2001 2002 2003 2004 2005 2006 2007 2008 200
Slide 17: SOP global demand forecast to grow
SOP global demand forecast to grow CAGR forecast at 4% per annum to 2020 forecast data 8 7.1 6.8 6.5 6.2 6 6 5.7 5.5 5.3 5.1 Million tonnes 4 2 0 2012 2013 2014 2015 2016 2017 2018 2019 2020 Parthenon Analysis 17
Slide 18: Australia imports 100% of its potash
Australia imports 100% of its potash Australian farmers face massive swings in the farm gate price of potash (both MOP and SOP) due to the: • USD/AUD exchange rate • macro-economic factors within the potash industry forecast data • isolation/logistics/shipping 1.1 700 AUD v USD (LHS) MOP (RHS) SCENA
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