Aguia Resources Limited · ASX:AGR

Aguia Resources — Investor Presentation (February 2011)

26 slides from Aguia Resources's investor presentation, Feb 16, 2011

  1. Slide 1: February 2011

    For personal use only FEBRUARY | 2011

  2. Slide 2: Disclaimer

    DISCLAIMER For personal use only This document has been prepared as a summary only, and does not contain all information about the Company‟s assets and liabilities, financial position and performance, profits and losses, prospects and the rights and liabilities attaching to the Company‟s securities.

  3. Slide 3: Company Overview

    COMPANY OVERVIEW ■ 100% OWNERSHIP OF POTASH AND For personal use only PHOSPHATE PROJECTS, BRAZIL ■ Three potentially large-scale projects located close to primary markets and infrastructure • Atlantic Potash Project ✔ Adjacent to Brazil‟s only operating potash mine ✔ 300 drill holes and 32,000km of

  4. Slide 4: Executives and Management

    EXECUTIVES AND MANAGEMENT For personal use only Executives Management Paulo Souza - General Manager - Potash Tony Wonnacott - Non-Executive Chairman – Securities Lawyer and M&A Consultant – Key engineer involved in the design and development of Vale‟s Carnallite Project and Pilot Plant – Over 15 yea

  5. Slide 5: The Opportunity – Why Brazil

    THE OPPORTUNITY – WHY BRAZIL For personal use only An agricultural power house ■ 4th largest consumer of fertilizer but accounts for only 4% of global fertilizer production. In 2008 country accounted for 8.5% (3.2Mt) of world‟s P2O5 and 12.9% (6.5Mt) of world‟s KCL consumption and growing. ■ Brazil

  6. Slide 6: The Opportunity – Customers, Markets

    THE OPPORTUNITY – CUSTOMERS, MARKETS For personal use only ATLANTIC LUCENA POTASH PHOSPHATE ■ All projects are in mining friendly jurisdictions and are located close to: • Potential domestic primary customers • Major fertiliser blenders CERRADO • Infrastructure CROP BELT ■ Land position of ~ 580,000

  7. Slide 7: Conditional Agreement to acquire 100% of PAC

    For personal use only Conditional Agreement to acquire 100% of PAC Announced Jan 25th 2011

  8. Slide 8: Project Highlights – The Potash Atlantico Project

    PROJECT HIGHLIGHTS For personal use only The Potash Atlantico Project  Located in the attractive Sergipe potash basin  Adjacent to Brazil’s only operating potash mine  Project supported by 300 drill holes and 32,000 km of existing 2D seismic data  Initial target resource potential of 0.7-1.5 bil

  9. Slide 9: Infrastructure in Place

    INFRASTRUCTURE IN PLACE For personal use only Aracaju Aerial View Taquari-Vassouras Mine-Vale Carnallite Pilot Plant-Vale Carnallite Pilot Plant - Vale Aracaju Port PROJECTS Power Station Jardim - CHESF Power Sub-Station Off Take Partners in Region

  10. Slide 10: Exceptional Discovery Potential

    EXCEPTIONAL DISCOVERY POTENTIAL For personal use only ALAGOAS  Sergipe Potash Basin  Potash associated with Low Gravity Regions  PAC controls 44 permits ~68,700 ha VALE IS DEVELOPING A SOLUTION MINING OPERATION ON ADJACENT PROPERTY  Alagoas Potash Basin  Unexplored Basin  Low Gravity Region 

  11. Slide 11: Regional Gravity and Drilling Data

    REGIONAL GRAVITY AND DRILLING DATA For personal use only Taquari-Vassouras Mine - Vale ■ Historical exploration data Underground / Room and Pillar obtained from Brazilian 700,000t KCl pa Associated to Bull‟s-eyes Gravity Low Geological Survey ■ Petroleum exploration and production data – more than 3

  12. Slide 12: Drill Targeting Tools – Borehole Analysis

    DRILL TARGETING TOOLS – BOREHOLE ANALYSIS For personal use only WELL: 1CSM 0001 SE WELL: 1RPX 0001D SE WELL: 1EC 02 SE DEPTH CARNALLITE HALITE 73 m ANHYDRITE SHALE 19 m 51 m SAND 25 m LIMESTONE TACHYDRITE CALIPER GAMMA RAY SONIC DENSITY

  13. Slide 13: Area – Drill Targets

    AREA 1 – DRILL TARGETS For personal use only

  14. Slide 14: Proposed New Well Locations

    PROPOSED NEW WELL LOCATIONS For personal use only 1 km 1 km

  15. Slide 15: Proposed New Well Locations

    PROPOSED NEW WELL LOCATIONS For personal use only Seismic Line 0027-1800

  16. Slide 16: Technical Review – Solution Mining Process

    TECHNICAL REVIEW SOLUTION MINING PROCESS For personal use only Solution Mining Process for Carnallite KCl Plant  Two wells drilled ~70m apart are drilled to salt layer.  Hot water (85°c) pumped into salt layer, to dissolve salt into brine.  Brine extracted, and two caverns develop.  Caverns merg

  17. Slide 17: Management Work Plan Timeline

    MANAGEMENT WORK PLAN TIMELINE For personal use only Management has prepared the timeline below for purposes of planning work around the Brazilian exploration opportunity. This timeline is not based on a detailed assessment of the project requirements and is subject to material revision when technica

  18. Slide 18: Mata da Corda Infrastructure

    MATA DA CORDA INFRASTRUCTURE For personal use only ■ Located within 100km of the three largest phosphate mines in Brazil and near 32 major bulk blenders ■ Excellent infrastructure, roads, power, water ■ 250km west of Belo Horizonte, State capital and Aguia office ■ On main transportation route for e

  19. Slide 19: Mata da Corda – New Discoveries

    MATA DA CORDA – NEW DISCOVERIES For personal use only

  20. Slide 20: Mata da Corda – Block

    MATA DA CORDA – BLOCK 5 For personal use only BLOCK 5  Favourable mineralogy.  Easy access and cost effective drill testing.  Potential to host a near surface large tonnage phosphate deposit.

  21. Slide 21: Lucena Project

    LUCENA PROJECT For personal use only ■ Aguia has ~ 75,000 ha along the northern sector of the Paraiba basin within the same geological setting where the Brazilian Geological Survey (CPRM ) has discovered several phosphate deposits ■ Limited work since the historical government program ■ Cabedelo por

  22. Slide 22: Lucena South Targets

    LUCENA SOUTH TARGETS For personal use only ■ CPRM discovered shallow phosphate mineralisation up to 22% P205 in several deposits to the west ■ Phosphate mineralisation is hosted by a limestone unit (Gramame Formation) that extends through project towards the east. ■ Desktop modelling outlines large

  23. Slide 23: Brazilian Players Data

    BRAZILIAN PLAYERS DATA For personal use only

  24. Slide 24: Appendix: Commercial Terms of Acquisition

    APPENDIX 1 COMMERCIAL TERMS OF ACQUISITION For personal use only  Acquisition of projects will occur by Aguia acquiring 100% of Potassio do Atlantico Ltda. Potassio is a 100% owned subsidiary of Potash Atlantico Corp (PAC), a private company associated within the Forbes & Manhattan Group.  Commerc

  25. Slide 25: Capital Structure & Corporate

    CAPITAL STRUCTURE & CORPORATE For personal use only February 2011 Post-Transaction Ordinary Shares (ASX: AGR) 60.7M 60.7M Potash Vendor Shares (12 month escrow) 20.0M Capital Raising (???$) 20 0M 20.0M Total Shares 60.7M 100.7M Market cap (undiluted @ $0.84) $51.0M $84.6M Cash (@ Completion) $5.0M $

  26. Slide 26: Enquiries

    For personal use only Enquires: Simon Taylor – Managing Director Telephone: +61 2 9210 1332 Aaron Wolfe – Vice President, Corporate Development, Forbes & Manhattan Telephone: +1 416 309 2696

Aguia Resources — Investor Presentation (February 2011) on 6ix