Aguia Resources Limited · ASX:AGR
Aguia Resources — Investor Presentation (November 2010)
20 slides from Aguia Resources's investor presentation, November 2010
Slide 1: An Emerging Phosphate Company in Brazil
AN EMERGING PHOSPHATE COME IN BRAZIL AGUIA Resources Limited. q ASK Code; AGR NOVEMBER | 2070)
Slide 2: Phosphate focus in Brazil, South America
■ Phosphate focus in Brazil, South America ■ Two potentially large-scale projects located close to primary markets and infrastructure • Mata da Corda Project ✔ Outstanding surface results up to 23.1% P2O5 ✔ Excellent mineralogical results ✔ Major ground holding of ~ 300,000 hectares ✔ Diamond Drilli
Slide 3: November 2010 capital structure
November 2010 Ordinary Shares (ASX: AGR) 60.7M Market cap (undiluted @ $0.52) $31.5M Unlisted Options 11.0M Total Performance Shares (conversion milestones: 30Mt, 70Mt @10% 40.0M P2O5 JORC) Cash (@ November 2010) $5.2M Major Shareholders: • Directors and Associates (including vendors) 32.0% • Other
Slide 4: Executives Management
Executives Management Tony Wonnacott - Non-Executive Chairman Allan Pickett - Phosphate and Fertilizer Professional – Securities Lawyer and M&A Consultant – 14 years with British Sulphur Consultants, the fertilizer and – Over 15 years experience as a consultant or officer of several chemical divisio
Slide 5: An agricultural power house
An agricultural power house ■ 4th largest consumer of fertilizer but accounts for only 4% of global fertilizer production. In 2008 country accounted for 8.5% (3.2Mt) of world’s P2O5 consumption and growing. ■ Exceptional demand for phosphate – Brazil is a net importer of phosphate needs. ■ Region su
Slide 6: Lucena and Mata da Corda locations
LUCENA ■ Both projects are in mining friendly jurisdictions and are located close to: • Potential domestic primary customers • Major fertiliser blenders CERRADO • Infrastructure CROP BELT ■ Land position of ~ 400,000 hectares. ■ 3 year exclusivity period on further acquisitions in Brazil MATA DA COR
Slide 7: Mata da Corda infrastructure and location
■ Located within 100km of the three largest phosphate mines in Brazil and near 32 major bulk blenders ■ Excellent infrastructure, roads, power, water ■ 250km west of Belo Horizonte, State capital and Aguia office ■ On main transportation route for expanding agricultural districts of Mato Grasso Braz
Slide 8: Phosphate Mineralisation at surface
■ Phosphate Mineralisation at surface ■ In Aug 2008 Aguia staked claims totalling BLOCK 1 BLOCK 5 ~10,000 ha, in Sept 2008 Vale staked claims totalling ~73,000 ha ■ Aggressive land acquisition completed June 2010 - Large Footprint ~ 300,000 ha ■ Significant progress since June 2010 Capacete and Brec
Slide 9: Excellent surface rock and soil sampling results
Excellent surface rock and soil sampling results Diamond drilling completed 14 holes, results received from 7 holes. Narrow high grade intervals of up to 11.15% P2O5 within wider (20 meter) zones of low grade phosphate mineralisation. Grade comparable to operating phosphate mines in Brazil.
Slide 10: Excellent surface rock sampling results
Excellent surface rock sampling results up to 23.32% P2O5 Large target 11km x 6 km Diamond drilling in progress Good extensive thicknesses of target host rock Southern extension of 60 km target AGUIA RESOURCES LIMITED 10
Slide 11: Block 1 favourable mineralogy
BLOCK 5 Favourable mineralogy. Easy access and cost effective drill testing. Potential to host a near surface large tonnage phosphate deposit. AGUIA RESOURCES LIMITED 11
Slide 12: Low strip, low cost mining; mineralogical testwork
■ Mineralisation hosted by topographic highs ■ Low strip, low cost mining ■ Excellent results - mineralogical testwork – 97% of contained phosphate (P2O5) is present as apatite. AGUIA RESOURCES LIMITED 12
Slide 13: Mata da Corda New Discoveries
~ , am ¢h MATA:DA CORDA ~NEW ass DISCOVERIES BLOCK 1, 5 NEW DISCOVERIES Rock Chips up to 13.35% P,0, Carbonatites - Tapira - 1,309.2mt@7.69% PO, - Salitre - 852mt@10.74% P.O, * - Cataldo - 223.6mt@8.96% P.O, - Araxd - 88.7mt@11.12% P.O, > BLOCK 1 GEOLOGICAL UNIT Cretaceous Capacete Formation HEEB ca
Slide 14: Lucena project, Paraiba basin
■ Aguia has ~ 75,000 ha along the northern sector of the Paraiba basin within the same geological setting where the Brazilian Geological Survey (CPRM ) has discovered several phosphate deposits ■ Limited work since the historical government program ■ Cabedelo port facilities can be accessed via 65 k
Slide 15: Historical CPRM drilling and exploration target
■ CPRM drilled 47 holes in late 70’s early 80’s ■ 22 drill holes within project and immediate surrounds intercepted significant phosphate mineralisation ■ Initial exploration target of 40-50Mt @ average grade 10-14% P205 based on compilation of drilling by CPRM1 ■ Depth varies from 15 to 94 metres w
Slide 16: Lucena mineralisation and drilling targets
■ CPRM discovered shallow phosphate mineralisation up to 22% P205 in several deposits to the west ■ Phosphate mineralisation is hosted by a limestone unit (Gramame Formation) that extends through project towards the east. ■ Desktop modelling outlines large areas for DRILLING shallow drill testing. T
Slide 17: Expanding Footprint in Brazil
Mata Da Corda Project ■ Delineate further drilling targets through continued geochemical sampling ■ Diamond Drilling Blocks 5 and 1 ■ Expand Mata da Corda Footprint Lucena Project ■ Drilling – targeting Lucena North ■ Drilling - targeting Lucena South Expanding Footprint in Brazil Aggressive budget
Slide 18: Brazilian Players Data
. am gy h BRAZILIAN PLAYERS DATA Resource Reserve Aver.Grade P205 Production Company (Mt) (Mt) P,0,(%) Concentr. Capacity (ktpy) (a) (B) (o) {Q) Fosfértil / Vale Tapira Operating Carbonatite 1,309.2 7.69 35.5 2,030 Copebrés / Anglo | Ouvidor Operating Carbonatite 256.7 7.63 38.0 1,300 Vale Arexé Ope
Slide 19: Disclaimer
This document has been prepared as a summary only, and does not contain all information about the Company’s assets and liabilities, financial position and performance, profits and losses, prospects and the rights and liabilities attaching to the Company’s securities. This document should be read in
Slide 20: Enquiries
Enquires: Simon Taylor – Managing Director Telephone: +61 2 9210 1332 Aaron Wolfe – Vice President, Corporate Development, Forbes & Manhattan Telephone: +1 416 309 2696 AGUIA RESOURCES LIMITED 20
Aguia Resources — Investor Presentation (November 2010) on 6ix