Havilah Resources Limited · ASX:HAV
Havilah Resources — ASX Small to Mid Caps Investor Conference 2012
22 slides from Havilah Resources's conference presentation, Oct 19, 2012
Slide 1: Havilah Investor Presentation (ASX Media Release)
63 Conyngham Street Glenside 5065 South Australia phone 61 8 8338 9292 fax 61 8 8338 9293 email info@havilah-resources.com.au HAVILAH RESOURCES NL ABN 39 077 435 520 For personal use only ASX / Media Release 19 October 2012 Havilah Investor Presentation Havilah Resources is pleased to attach a prese
Slide 2: Havilah Resources: Successful Explorer becoming a Miner
For personal use only HAVILAH RESOURCES Successful EXPLORER becoming a MINER
Slide 3: Disclaimer
For personal use only Disclaimer • The information contained in this presentation is not financial product advice. The presentation is for information purposes and is of a general and summary nature only. Havilah Resources NL (Havilah) nor any member of the Havilah Group of companies, gives no warra
Slide 4: Corporate details
For personal use only Corporate details Capital 113m shares 25.2m listed options 10.4m unlisted options Top 20 shareholders 60% Market cap A$50M 3 directors – all experienced mining professionals Exploration driven company transitioning to a mine operator
Slide 5: Investment Summary
For personal use only Investment Summary Successful explorer,8 significant discoveries in 8 years JORC status metal inventory 900,000 t copper, 2.4 M oz gold & > 60 Mt iron Pipeline of quality advanced projects for future development First gold production planned for late 2013 >8,000 km2 o
Slide 6: Pipeline of projects
Pipeline of projects 2013 2014 2015 2016 2017 2018 For personal use only *Estimated first production Portia gold $ 51,000 oz gold within 15 months commencement Maldorky iron ore $ 2.7 Mtpa premium product over 23 years Kalkaroo copper-gold $ 90,000 ozpa gold + 44,000 tpa copper over 13 years North P
Slide 7: Competitive advantages
For personal use only Competitive advantages South Australia is a low sovereign risk mining friendly jurisdiction. Favourable logistics and infrastructure (near road, rail and Broken Hill city). Focused in one area and one geological terrain in order to maximise value of IP and minimise dissip
Slide 8: Portia Gold Project
For personal use only Portia Gold Project 67,000 ounces of gravity recoverable gold Progressing operating approvals Appointed experienced mining engineer as project manager Discussions with landowners, contractors, financiers Coarse free gold from base of Tertiary layer at 74m depth
Slide 9: Portia Gold Open Pit Mine Plan
For personal use only Portia Gold Open Pit Mine Plan Patchy high grade gold Initial mining objective mineralisation in bedrock 67,000 oz JORC resource 26 metres of 15.4 g/t Au at base of Tertiary clay Weathered bedrock 13 metres of 33.5 g/t Bedrock
Slide 10: Portia – operating economics
For personal use only Portia – operating economics PORTIA GOLD PROJECT - OPERATING ECONOMICS ESTIMATE * Portia Project JORC resource of 720,000 t @ 2.9 g/t (uncut) for 67,000 ounces Mineral resource within optimised open pit design is 355,000 t @ 4.7 g/t for 53,822 ounces Waste removed to expose gol
Slide 11: Kalkaroo Copper-Gold Project
For personal use only Kalkaroo Copper-Gold Project 124.5Mt @ 0.5% Cu, 0.39 g/t Au & 18.7Mt @0.74 g/t Au in gold cap. 44,000 tpa copper in concentrate & 90,000 oz pa gold from 9Mtpa throughput over current 13 year mine life. Oxidised cap – gold and native copper. Conventional sulphide metallu
Slide 12: Kalkaroo copper-gold deposit
For personal use only Kalkaroo copper-gold deposit Gold Cap 18.7Mt @ 0.74g/t Au Native copper Chalcopyrite sulphides Cu-Au Deposit 124.5Mt @ 0.50%Cu, 0.39g/t Au
Slide 13: Kalkaroo operating economics
For personal use only Kalkaroo operating economics At current metal prices Kalkaroo is economically robust *Estimated Earnings Before Tax (EBT) : Variation with Gold & Copper price 6 5 Estimated EBT ($Billion) 4 1.50 2.00 3 2.50 3.00 2 3.50 1 4.00 0 1000 1500 1750 2000 2500 3000 Gold price ($/oz) Ba
Slide 14: Near Pit Resource Upside
Mineralisation open to east, presently poorly defined by drilling For personal use only Near Pit Resource Upside Mineralisation open to west Along strike to west and east Kalkaroo copper-gold deposit Down dip Along Kalkaroo fault Proof : Ore grade intersection in recent deep diamond drillhole
Slide 15: Kalkaroo regional exploration upside
For personal use only Kalkaroo regional exploration upside Substantial near mine exploration upside. Proof : Three new discoveries made by Havilah during the past eighteen months. All within trucking distance of Kalkaroo.
Slide 16: Braemar Iron Province, NE South Australia
For personal use only Braemar Iron Province, NE South Aust. A major new emerging iron ore province Havilah’s three iron ore projects Grants Maldorky Project – positive aspects Closest to railway - 26km flat terrain Highest grade - 30% Fe Best mining economics - due to minor overburden Soft o
Slide 17: Maldorky iron ore project
Maldorky iron ore project 147Mt @ 30.1% Fe Indicated Resource For personal use only (applying an 18% Fe cutoff) Flat lying rectangular slab of iron ore up to 120m thick lying 0-5m below surface Simple three stage open pit design captures 139Mt of the 147Mt resource Favourable mining economic
Slide 18: Maldorky iron project economics
Maldorky iron project economics *Maldorky Iron Estimated Annual EBT For personal use only 350 300 Estimated Annual EBT (US$Million) 250 Maldorky has favourable economics for iron ore prices 200 >US$60/t FOB, provided capex is minimised by using existing 150 infrastructure. 100 50 0 60 80 100 120 140
Slide 19: Highly prospective tenement block
Highly prospective tenement block . Analogies to Central African Copper Belt of Zambia and DRC For personal use only MMG (Minmetals) JV - $12m over 5 years exploring for large copper deposits 8,000 km2 tenements Ten prospective domes 100% owned by HAV
Slide 20: Exploration company mining cycle
For personal use only Exploration company mining cycle A potential ten times gain to be captured over the next 3 years Havilah’s position now
Slide 21: An outstanding Australian mining growth opportunity
For personal use only An outstanding Australian mining growth opportunity Systematic development of project pipeline over the next five years based on a large JORC resource metal inventory of copper, gold, iron ore, molybdenum, cobalt and tin deposits. A low risk opportunity to capture expected
Slide 22: Metal Inventory in JORC Resources
Metal Inventory in JORC Resources Copper: 915,500 tonnes (Kalkaroo + Mutooroo + North Portia) For personal use only Gold: 2,400,000 ozs (Kalkaroo + Mutooroo + Portia + North Portia) Cobalt: 17.5 M Kg (Mutooroo) Molybdenum : 8.45 M Kg (Kalkaroo + North Portia) Copper Gold Molyb- Cobalt Contained Cont
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