Alkane Resources Ltd · ASX:ALK
Alkane Resources — Shareholder Meeting (May 2009)
23 slides from Alkane Resources's shareholder meeting presentation, May 18, 2009
Slide 1: Presentation to shareholders (ASX cover letter)
R ES O U RCES L TD AB N 3 5 0 0 0 6 8 9 2 1 6 For personal use only 18 May 2009 Manager Announcements Company Announcements Office ASX Limited 20 Bridge Street Sydney NSW 2000 Dear Sir, PRESENTATION Attached is a copy of a presentation to shareholders immediately following the annual general meeting
Slide 2: Annual General Meeting - Corporate Profile
ALKANE RESOURCES LTD ABN 35 000 689 216 For personal use only Annual General Meeting Perth 18 May 2009 www.alkane.com.au CORPORATE PROFILE ASX Code ALK (listed since 1969) Issued Capital 244.6m shares Cash (31/03/09) ~A$6.5m Investments: BC Iron ~A$6.0M Trading Range (1 yr) A$0.15 - $0.515
Slide 3: Alkane People
ALKANE PEOPLE John Dunlop Chairman For personal use only Ian Chalmers Managing Director Tony Lethlean Non-executive director Ian Gandel Non-executive director Ian Cornelius Non-executive director ----------------------------------------------------------------------- --------------------------------
Slide 4: Central West NSW Projects Location
Central West NSW For personal use only Alkane Projects TGP Gold DZP Copper - gold Newmont JV Gold - copper All Alkane projects within the 120km diameter circle Tomingley Gold Project Dubbo Zirconia Project and Dubbo Zirconia Project Location Wyoming Caloma Peak Hill 153,000ozs produced 1996 – 2005 4
Slide 5: Tomingley Gold Project Geological Summary
Tomingley Gold Project Geological Summary For personal use only Wyoming - Caloma 60,000oz 1km 270,000oz Pelitic Sediments 3km Feldspar porphyry 520,000oz Volcaniclastic sediments Graphitic mudstone Volcaniclastic conglomerate 70,000oz historic production Epidote altered volcanics Chlorite-talc schis
Slide 6: Tomingley Gold Project Wyoming One 3D Model
Tomingley Gold Project Wyoming One For personal use only 20 3D Model 6&7 0m et 3 re 5 s Ore Zones 9 2 Porphyry 2 3 376 8 4 831 5 Contact 6 North 1 7 North 2 8 Hangingwall 450 metres 9 Footwall 4 Tomingley Gold Project Wyoming One 20 3D Model 0m with et re Planned Open Pit s Approximately 35% ore rec
Slide 7: Tomingley Gold Project Caloma
Tomingley Gold Project Caloma For personal use only East – West Section 6394140 Alluvium Cotton Formation Feldspar porphyry Volcaniclastic sediments Dolerite Volcaniclastic conglomerate Epidote altered volcanics Chlorite-talc schist Andesitic volcanics Tomingley Gold Project Caloma 3D Model Ore Zone
Slide 8: Tomingley Gold Project Caloma and Wyoming Three
Tomingley Gold Project Caloma For personal use only 3D Model with Planned Open Pit Approximately 80% ore recovered from pit es etr 0m 40 15 0m etr es Tomingley Gold Project Wyoming Three 3D Model Ore Zones 7
Slide 9: Tomingley Resource Summary March 2009
Tomingley Gold Project Wyoming Three For personal use only 3D Model with Planned Open Pit Approximately 80% ore recovered from pit TOMINGLEY GOLD PROJECT Resource Summary Wyoming One and Three, Caloma March 2009 0.75g/t gold cut off. Measured 4.89 Mt @ 2.37g/t gold 372,000 oz 44% Indicated 1.42 Mt @
Slide 10: Tomingley Gold Project Development Summary
Tomingley Gold Project Wyoming - Caloma Exploration For personal use only Proposed Pit Locations Caloma open below 200m vertical Depth for underground potential Exploration Mineralisation open along strike to the north and south Wyoming One open at depth and south towards Myall United Exploration TO
Slide 11: Definitive Feasibility Study Team and Site Layout
TOMINGLEY GOLD PROJECT Definitive Feasibility Study Team For personal use only DFS Study Manager: Fiona Morgan / Ian Kerr (Mintrex – Holtfreters Pty Ltd) Tom Kendal Project Director Peter Banovich (MPC) Metallurgy Geoff Bailey (BEC) Electrical Hien Ngo Mechanical Gerard Looten Civil John Robbins Str
Slide 12: Tomingley Treatment Plant
TOMINGLEY GOLD PROJECT Treatment Plant For personal use only TOMINGLEY GOLD PROJECT Treatment Plant – Milling-Leaching Circuit 11
Slide 13: Possible Project Economics
40,000 For personal use only Tomingley Gold 3,500 Project Water 45km Infrastructure TGP Site Population Power 20km 1,400 14,000 TOMINGLEY GOLD PROJECT Possible Project Economics Current Concept: 0.75 to 1Mtpa open pit to produce an average 50-70,000oz pa Capital cost A$50 million+/- 20% Minimum five
Slide 14: Orange Area and Newmont Joint Venture
Orange Area Regional For personal use only Location Carlin and Ridgeway type porphyry targets Newmont Joint Venture Molong and Moorilda NMA to spend $5M before Cadia Valley Aug 2010 to earn 51% +50Moz Can go to 75% by carrying all expenditures to final BFS Orogenic (structural) gold targets ODEJV Mo
Slide 15: Regional Geology McPhillamys
ODEJV Moorilda For personal use only McPhillamys Regional Geology KPD 003 Undifferentiated sediments (Devonian) 366m @ 1.86g/t Au Undiff felsic to intermediate volcanics Foliated siliciclastic phyllite +4km Rhyodacite volcanics Intermediate volcaniclastics Intermediate volcanics and intrusives Inten
Slide 16: McPhillamys Drill Section and Conceptual Target Size
ODEJV Moorilda For personal use only McPhillamys Drill Section 6292250mN Strongly foliated dacitic schist 450m Med-coarse grained dacitic volcaniclastic Coarse grained volcaniclastic conglomerate (Epiclastic) Intensely sericite-altered schist Gold histogram Zinc histogram 200m @ 1.5g/t Au ODEJV Moor
Slide 17: Dubbo Zirconia Project Resources
ODEJV McPhillamys Project: RC Drill August 2008 For personal use only DUBBO ZIRCONIA PROJECT RESOURCES Measured Resource : 35.7 million tonnes grading 0 - 55 metres 1.96% Zr02, 0.04%HfO2, 0.14% Y2O3 0.46% Nb2O5, 0.03% Ta2O5 , 0.014% U3O8, and 0.75% REO Inferred Resource : 37.5 million tonnes at simi
Slide 18: Dubbo Zirconia Project Current Program
DUBBO ZIRCONIA PROJECT Current Program For personal use only AusIndustry Commercial Ready Grant of A$3.29M in April 2006 on dollar for dollar basis to complete process optimisations, and construct and operate the Demonstration Pilot Plant (DPP). Laboratory program to optimise flow sheet commenced at
Slide 19: DZP Feasibility Study Team and Product Market Summary
DUBBO ZIRCONIA PROJECT Feasibility Study Team For personal use only DFS study manager: Steve Gilman TZ Minerals International Pty Ltd Gavin Diener; Machiel Keegel; Engineering TZMI Marketing: Philip Murphy TZMI Special Marketing Consultants: Dudley Kingsnorth IMCOA - REE Alister MacDonald TCMS - Zr
Slide 20: Dubbo Zirconia Product Output
DUBBO ZIRCONIA PROJECT Product Output For personal use only Base case models of 200,000 to 500,000 tonnes per year of ore processed Product 200ktpa 500ktpa ZBS, ZOH, ZCO 9,000tpa(3ktpa ZrO2) 22,500tpa(7.5ktpa ZrO2) Nb-Ta concentrate 1,000tpa(0.7ktpa Nb2O5) 2,500tpa(1.75ktpa Nb2O5) LREE concentrate 9
Slide 21: Zircobond Auto Metal Pretreatment
DUBBO ZIRCONIA PROJECT ZircobondTM New auto metal pretreatment and a use for zirconium chemicals For personal use only Source PPG web site DUBBO ZIRCONIA PROJECT ZircobondTM New auto metal pretreatment and a use for zirconium chemicals Source PPG web site 20
Slide 22: The Project Pipeline
DUBBO ZIRCONIA PROJECT Demonstration Pilot Plant – Shed Internal For personal use only The Project Pipeline PROJECT 2009 2010 2011 2012 2013 2014 TGP Wyoming Caloma Peak Hill DZP ODEJV McPhillamys ? ? ? ? ?? Wellington Galwadgere Exploration Resource Feasibility Construction Production 21
Slide 23: Multi Commodity Development in Central West NSW
ALKANE RESOURCES LTD ABN 35 000 689 216 For personal use only Multi Commodity Development in the Central West of NSW Yttrium “powered” compact fluoro light Disclaimer: This presentation contains certain forward looking statements and forecasts, including possible or assumed reserves and resources, p