Regis Resources Limited · ASX:RRL
Regis Resources — Ord Minnett East Coast Mining Conference 2022
19 slides from Regis Resources's conference presentation, Mar 31, 2022
Slide 1: A Future of Growth
A FUTURE OF GROWTH 1 For personal use only Jim Beyer – Managing Director and CEO Ord Minnett - East Coast Mining Conference 31 March 2022 ASX:RRL
Slide 2: Cautionary Statement
2 CAUTIONARY STATEMENT This presentation contains only a brief overview of Regis Resources Limited and its associated information in the Relevant ASX Announcements and those consents remain in place for entities (“Regis or RRL") and their respective activities and operations. The contents of this su
Slide 3: Strong financial platform to launch future growth
3 A FUTURE OF GROWTH Strong financial platform to launch future growth For personal use only Elevating sustainability priorities Strong financial position Dominant positions in highly prospective belts On a growth journey Group Gold Production (koz) Guidance range Total Resources1 10.2Moz 363 352 37
Slide 4: Progressive Approach to ESG
4 PROGRESSIVE APPROACH TO ESG On track to deliver FY22 commitments For personal use only Lost Time Injury Frequency Rate 35% below WA industry average 23% female employees 27% of managerial and executive positions held by females Zero reportable environmental incidents Increasing rehabilitation rate
Slide 5: Key Elements of Value Growth
5 KEY ELEMENTS OF VALUE GROWTH For personal use only Exploration Life Extension Growth Increasing Business Value McPhillamys Step Change Growth Grow Open Pits & Undergrounds New mines and extensions to existing mines Tropicana (30%) Moolart Well Garden Well Rosemont Time
Slide 6: Key Elements of Value Growth
6 KEY ELEMENTS OF VALUE GROWTH For personal use only Increasing Business Value Grow Open Pits & Undergrounds New mines and extensions to existing mines Tropicana (30%) Moolart Well Garden Well Rosemont Time
Slide 7: Tropicana – The Best House in the Best Street
Life-of-mine 7 TROPICANA – “THE BEST HOUSE IN THE BEST STREET” 10+ Joint Venture between AngloGold Ashanti (70%) & Regis (30%) years For personal use only Tropicana UG Boston Shaker UG Havana UG Havana Sth UG Gold Production (koz at 30%) Returning to 34-38 33.5 28.9 17.3 2.1Moz in Resources and 0.7M
Slide 8: Tropicana – World Class Ore Body with No End in Sight
8 TROPICANA – WORLD CLASS ORE BODY WITH NO END IN SIGHT Mine life endures despite depletion For personal use only Mineral Resources and Gold Production (100%) ❖ 3.5Moz of Resource growth over 7 years ❖ Reserve life1 maintained at 6yrs after 3.7Moz of production depletion Strong history of Resource g
Slide 9: Duketon Operation Overview
9 DUKETON OPERATION OVERVIEW Under-explored greenstone belt in a tier 1 jurisdiction For personal use only 5.4Moz in Resources and 2.0Moz in Reserves MOOLART WELL DUKETON PROJECT 2.5Mtpa Three operating centres in Garden Well, Moolart Well and Rosemont FY22 Guidance1: 300-340koz at A$1540-A$1610/oz
Slide 10: Growth from Underground
10 GROWTH FROM UNDERGROUND Value created with high grade UG ore displacing lower grade OP ore For personal use only Now with two underground mines FURTHER UG GROWTH PROJECTS IN THE EVALUATION PIPELINE GARDEN WELL MAIN Potential UG at Garden Well Main to grow on existing Garden Well South UG Feasibil
Slide 11: Growth from Open Pits
11 GROWTH FROM OPEN PITS Significant advances to multiple projects For personal use only Buckingham- Wellington (Moolart Well) Most significant fresh-rock mineralisation ever from Moolart High-grade intersection suggest excellent potential to define high grade shoots beneath the extensive oxide mine
Slide 12: Key Elements of Value Growth
12 KEY ELEMENTS OF VALUE GROWTH For personal use only Increasing Business Value McPhillamys Step Change Growth Grow Open Pits & Undergrounds New mines and extensions to existing mines Tropicana (30%) Moolart Well Garden Well Rosemont Time
Slide 13: McPhillamys – Approvals Progressing
13 MCPHILLAMYS – APPROVALS PROGRESSING One of Australia’s largest undeveloped open pit gold resources For personal use only Life-of-mine MINERAL RESOURCE 10+ 2.29 Moz Au years ORE RESERVE 2.02 Moz Au PRODUCTION Up to ~200kozpa Au SATELLITE PROJECT Discovery Ridge 390koz Au Resource Multiple addition
Slide 14: Key Elements of Value Growth
14 KEY ELEMENTS OF VALUE GROWTH For personal use only Exploration Life Extension Growth Increasing Business Value McPhillamys Step Change Growth Grow Open Pits & Undergrounds New mines and extensions to existing mines Tropicana (30%) Moolart Well Garden Well Rosemont Time
Slide 15: Dominant positions in highly prospective belts
15 A FUTURE OF GROWTH Dominant positions in highly prospective belts For personal use only Duketon Tropicana McPhillamys (Duketon) (Albany Fraser) (Lachlan-Fold) Favourable mining Western Australia Western Australia New South Wales jurisdiction Exploration history ~20 years and ~10Moz ~10 years and
Slide 16: It's just the beginning…
16 A FUTURE OF GROWTH It’s just the beginning… For personal use only Kalgoorlie- Norseman Belt >90% ownership of Laverton Belt entire belts 160Moz 40Moz Belt Ounces Leonora- Wiluna Murchison Belt 32Moz 32Moz Albany Fraser Southern Yilgarn Craton Archean Belt Cross 15Moz (Tropicana) 10Moz 10Moz Duket
Slide 17: Underlying Value Still to be Realised
17 UNDERLYING VALUE STILL TO BE REALISED Value ratio not reflecting Reserve life or scale For personal use only = FY22 production guidance mid-point* and EV to FY22 EBITDA1 Reserve life 1,900koz 280koz 700koz 160koz 1,600koz 450koz 115koz 280koz 28yrs 21yrs 15yrs 14yrs 13yrs 11yrs 10yrs 4yrs 9.8x 9.
Slide 18: A Future of Growth
A FUTURE OF GROWTH 18 For personal use only Jim Beyer – Managing Director & CEO 31 March 2022 ASX:RRL
Slide 19: FY22 Production Guidance
19 FY22 PRODUCTION GUIDANCE Production set to grow For personal use only Step change in gold production in FY22 driven by 30% interest in Tropicana. Guidance revised in January 2022 due to wall slip at Tropicana Rosemont Main pit and other operational challenges Operation Duketon3 Group (30%) Impact
Regis Resources — Ord Minnett East Coast Mining Conference 2022 on 6ix