Rbr Group Ltd · ASX:RBR
Rbr — Rubicon Resources — Investor Presentation (April 2015)
17 slides from Rbr's investor presentation, Apr 14, 2015
Slide 1: Rubicon in Mozambique: Servicing an Awakening Resources Giant
Rubicon in Mozambique Servicing an Awakening Resources Giant For personal use only AFUNGI – PROPOSED LOCATION OF ANADARKO LNG PARK
Slide 2: Important Notice and Disclaimer
Disclaimer For personal use only Important Notice and Disclaimer The information contained in this document is disclosed to you by Rubicon Resources Limited (ACN 115 857 988) (the "Company"). Nothing in this document shall form the basis of any contract or commitment, or constitutes investment, fina
Slide 3: Corporate Structure
Corporate Structure For personal use only Directors Top Ten Shareholders Ian Macpherson (Executive Chairman) – Chartered Accountant. Accountant Peter Eaton (Non‐Executive Director) – Geologist. Ian Buchhorn (Non‐Executive Director) – Geologist. Management Richard Carcenac (CEO Nominee) – Civ
Slide 4: Rubicon Mozambique
Rubicon Mozambique For personal use only “Development of a fully integrated service provider to the mining, energy and d construction i sectors”” • Acquisition of established profitable business registration, licencing and administration d i i i company, PacMoz P M – complete*.l * *60% purchased – o
Slide 5: Rubicon's Structure
Rubicon’s Structure For personal use only Labour Services Logistics Project Generation • Labour Services JV with a • Three companies p focused on the • Asset acquisition & global leader in the industry; provision of logistical services to investment; • Permitting, visas & registrations; the resource
Slide 6: A Snapshot
Mozambique: A Snapshot For personal use only • Si Since th the end d off the th civil i il war in i 1992 Mozambique has been growing rapidly amid sustained political stability. • Population of c.24 million. (50% under the age of 17). • GDP growth >7% for the past decade & latest IMF report forecasts
Slide 7: The Right Place at the Right Time
Mozambique: The Right Place at the Right Time Major Growth Industries For personal use only Construction Mining LNG
Slide 8: The right place at the right time
Mozambique: The right place at the right time For personal use only • Extreme shortage of skilled tradesmen and labourers due to limited recent major infrastructure investment following civil war (1975‐1992). • PacMoz will provide services to the logistics and rapidly growing resources industry (gra
Slide 9: A developing LNG Giant
Mozambique: A developing LNG Giant For personal use only Rovuma Basin: • 29,500km2; • 17,000km2 onshore; • 12,500km2 offshore; • About 10 offshore discoveries; • 15 new licences available*. *PacMoz assessing Mozambique Basin: 500 000k 2; • 500,000km • 275,000km2 onshore; • 225,000km2 offshore; • Gas
Slide 10: A developing LNG Giant
Mozambique: A developing LNG Giant For personal use only • SSpecial i l Regime R i established t bli h d by b Government G t to t attract tt t investment i t t in i development d l t areas. • Anadarko ((USA)) and ENI (Italy) ( y) are developing p g the most advanced blocks in the Rovuma Basin. • $30
Slide 11: A developing LNG Giant
Mozambique: A developing LNG Giant For personal use only • Anadarko has already discovered 50‐70 TCF of recoverable resources: • $4 billion already invested in the project; • Up to 1,500 Mozambicans working on the project; • Presence ini 4 llocations i i the in h country; • Reserves support an initi
Slide 12: Afungi – Conceptual LNG Park Layout
Afungi – Conceptual LNG Park Layout For personal use only Source: Anadarko
Slide 13: The Size of the Prize
Mozambique: The Size of the Prize For personal use only • Mozambique could become the world world’ss third largest producer of LNG; • Typically yp y requires q 5,000 , people to build a single train; • About 700,000 new jobs created in next 10‐15 years; • Significant skills gap; • 6 LNG trains would
Slide 14: Industry Revenue Streams – Expat Labour
Industry Revenue Streams – Expat Labour For personal use only • A single stick‐built LNG train requires at least 5,000 5 000 people people, of which expats will comprise at least 10%; • Typical salary is US$300,000 pa; • Typical margin for payrolling is 10%, but probably higher in Mozambique, i.e. a
Slide 15: Industry Revenue Streams – Local Labour
Industry Revenue Streams – Local Labour For personal use only • Current legislation requires the employment of 19 locals for every expat; • Very low literacy and skill level amongst locals in Northern Mozambique; • Locals will need to be medicallyy screened, trained, and ((to a large g extent)) acco
Slide 16: Summary
Summary For personal use only • Mozambique is the growth story of Africa with world class discoveries of natural gas and minerals. minerals • The acquisition q byy Rubicon of PacMoz,, with its alreadyy strongg business network in Mozambique, will significantly bolster Rubicon’s ability to identify &
Slide 17: The End
For personal use only The End
Rubicon Resources — Investor Presentation (April 2015) on 6ix