Archer Materials Limited · ASX:AXE
Archer Materials — Archer Exploration — Australian Shareholders' Association, Adelaide Branch (June 2013)
24 slides from Archer Materials's conference presentation, Jun 19, 2013
Slide 1: Archer Exploration Limited - Australian Shareholders' Association
For personal use only Archer Exploration Limited Australian Shareholders’ Association Adelaide Branch 19 June 2013 Gerard Anderson Managing Director 1
Slide 2: Disclaimer
Disclaimer Competent persons statement For personal use only The exploration results reported herein, insofar as they relate to mineralisation, are based on information compiled by Mr Wade Bollenhagen, Exploration Manager of Archer Exploration Limited. Mr Bollenhagen is a Member of the Australasian
Slide 3: Presentation Outline
For personal use only Presentation Outline Corporate Overview Graphite Market Snapshot Archer Graphite Campoona Sugarloaf Other Projects Investment Highlights 3
Slide 4: Corporate Overview
Corporate Overview Archer has 13 ELs and the rights to minerals other than uranium on Wildhorse Plain plus 1 ELA For personal use only Capital Structure Tenement Position (at 31/3/13) ASX Code AXE Leigh Creek Olympic Dam Mine Magnesite Project Shares on Issue 82.4 million Leigh Creek Ediacara Unlist
Slide 5: Company Projects
Company Projects Leigh Creek Olympic Dam Mine Magnesite Project Ediacara Leigh Creek 1 For personal use only Exploration Licence (EL) UraniumSA JV (EL) * SAMAG reports Exploration Licence Application (ELA) Highways and Major Roads Carrapateena Prospect AUSTRALIA S.A. Reserve* Railways 100 km Mt Hutt
Slide 6: Graphite Market Snapshot
Graphite Market Snapshot Natural Graphite Market For personal use only Amorphous Graphite Microcrystalline graphite ≈70% of world production Graphite content ranges from 15% to 99%C Widely used in industrial applications for its high melting point, resistance to thermal shock and lubrication C
Slide 7: Archer Graphite
Archer Graphite Mt Messenger ELA 2012/304 For personal use only 4861 EL 4861 EL4893 Archer has a substantial land position (1,100km2) in “graphite province” with several flake occurrences. ELA2012/304 granted October 2012. 7
Slide 8: Campoona Shaft Geology
Campoona Shaft Geology Graphite outcrops as a NE striking, steep NW dipping, 20-50m thick main zone with narrower For personal use only discontinuous footwall zones Graphite occurs as highly graphitic schist within a low grade (2-5%C) graphitic proto-gneiss derived from mostly clastic marine sed
Slide 9: Campoona Phase Maiden JORC Resource
Campoona Phase 1 Maiden JORC Resource Campoona JORC Resource (2%C lower cut-off grade) For personal use only Area Resource Tonnes Graphite Contained Category (Mt) (% C) Graphite (tonnes) Campoona Shaft Measured 0.339 14.8 50,200 Indicated 1.059 12.7 134,500 Inferred 3.475 5.0 173,800 Central Campoon
Slide 10: Campoona EM
Campoona EM Airborne EM has highlighted probable strike extensions to Campoona For personal use only Shaft and Central Campoona EM has identified several possible graphite bodies along strike from the known graphite occurrences at Campoona. North Late stage cross faulting and boudinaging has “se
Slide 11: Campoona Metallurgy
Campoona Metallurgy Bench-scale metallurgical testing of Campoona graphite has delivered exceptional graphite concentrates: For personal use only Finely crystalline natural graphite concentrate >99%C* achieved from simple mechanical cell flotation alone. Post recovery treatment grades to >99%C.
Slide 12: Campoona Graphite Morphology
For personal use only Campoona Graphite Morphology Typical ultrafine highly crystalline graphite concentrate (-75 micron) showing very pure crystalline graphite. Such concentrate is readily reprocessed to remove trace contaminants to achieve an ultrafine natural graphite flake (eg >99%C). 12
Slide 13: Campoona Marketing
Campoona Marketing Archer engaged the services of Tech Minerals Consulting Group (“Tech”) which includes senior global For personal use only industrial minerals experts who have worked extensively with major graphite suppliers and purchasers to assess the results and make comment on the likely marke
Slide 14: Positioning Campoona in the Graphite Market
Positioning Campoona in the Graphite Market Stylised Graphite Price (US$/t) vs Grade Curve For personal use only $40,000 $30,000 Archer’s Graphite Price (US$/t) expected product range $20,000 $10,000 $0 80% 85% 90% 95% 97% 99% 99.50% 99.95% “Prices for flake graphite of 99.0% and higher in particle
Slide 15: Campoona Anticipated Work Plan
Campoona Anticipated Work Plan Campoona Shaft Drilling For personal use only Resource Drilling Exploration & Central Campoona Drilling Metallurgical Characterisation Resource Estimation Campoona Shaft Resource Estimation Campoona Central Environmental Baseline Studies Marketing Studies Community Con
Slide 16: Campoona's Comparative Advantages
Campoona’s Comparative Advantages Quality: Ultra pure graphite grading 97% - 99.9%C using straight mechanical cell flotation. For personal use only Recovery : Excellent recoveries for all geologic horizons. Rarity : Purity virtually unheard of from mechanical cell flotation. Further improvemen
Slide 17: Sugarloaf – a sleeping giant
Sugarloaf – a sleeping giant Exploration Target of 40 – 70Mt grading 10- For personal use only 12%C*. *The potential quantities and grades presented are conceptual in nature, there has been insufficient exploration to define an overall Mineral Resource and it is uncertain if further exploration wi
Slide 18: Archer Magnesite – Leigh Creek Magnesite
Archer Magnesite – Leigh Creek Magnesite • Archer’s 100% owned Leigh Creek deposit is the Leigh Creek coal operations For personal use only World’s largest cryptocrystalline magnesite deposit with combined JORC Resources* of 453Mt grading 41.4% MgO. Mt Playfair • Magnesite (MgCO3) was deposited as a
Slide 19: Archer Magnesite Summary
Archer Magnesite Summary Key Attributes For personal use only • Largest cryptocrystalline magnesite deposit in the world. • High grade caustic calcined magnesia >95% MgO. • Fully serviced town of Leigh Creek nearby. • Good supply chain logistics - Mt Hutton within 20kms privately owned standard gaug
Slide 20: Archer Copper Targets
Archer Copper Targets North Cowell Spring Creek For personal use only • Rock chip sampling returned highly • Mining records copper carbonates (malachite anomalous copper assays to 15.1% Cu. and azurite) passing into cuprite, native copper Rock chips also reported >10% Pb. and chalcocite in what appe
Slide 21: Archer Copper Targets
Archer Copper Targets World’s End For personal use only • Mimic is a conceptual target but has compelling vectors - structurally identical to the nearby Monster Mine at Burra (86Kt recovered Cu) – antiform with oblique faulting; NMS9 marker bed in Kooringa Member and the presence of prominent iron b
Slide 22: Archer Gold Targets
Archer Gold Targets Napoleon’s Hat For personal use only • EL4668 covers the widespread historic Wonna gold workings (circa 1886; 1888; 1932 & 1967) in the Burra region. • Gold associated with sheeted quartz veins within competent sediments. • Historic records of Burra district gold report a very hi
Slide 23: Archer Gold Targets
Archer Gold Targets Watervale Bartel For personal use only • Rock chip sampling of quartz veins in the • Widespread argillic and potassic hydrothermal Watervale Sandstone returned gold values to alteration and quartz breccias over at least 6.42g/t Au. High nugget. 1.5km x 1.2km. • Gold anomalism ext
Slide 24: Investment Highlights
For personal use only Investment Highlights Cash Reserves - Strong financial position to fully fund near term work activity. Management - Strong management team with track record in developing and monetising projects. Campoona Graphite - Unique deposit delivering high value ultra-pure finely c
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