Activex Limited · ASX:AIV

Activex — Investor Presentation (June 2013)

33 slides from Activex's investor presentation, June 2013

  1. Slide 1: Investor Update June 2013

    Investor Update June 2013 Managing Director ActivEX Limited Doug Young ActivEX drilling, Florence Bore 2012 Discovering new gold-copper resources June 2013 1

  2. Slide 2: Disclaimer

    Disclaimer The presentation (in this projected form and as verbally presented) (“Presentation”) is provided on the basis that none of the ActivEX Limited (Company) nor its respective officers, shareholders, related bodies corporate, partners, affiliates, employees, representatives and advisers make

  3. Slide 3: Company Snapshot

    Company Snapshot  Issued Capital 357,022,846* * Includes 112M shares to be issued on or around 6 June pursuant to the Company’s 3:5 entitlement issue at 1.2cents per share, which closed 28 May and raised $1.3M  Unlisted Options 3,950,000  Market Cap (based on 1.5 cents per share) $5.355M  Key Ho

  4. Slide 4: Takeover Bid

    Takeover Bid  On-market takeover bid from ASF Group (per share) 1.5 cents  Applies to both current shares and Entitlement shares  Equity value of the Company at the bid price $5.355M  Opening Date 28 May 2013  Closing Date 28 June 2013 Non-associated Directors recommendation: Shareholders shoul

  5. Slide 5: ActivEX - Key Projects

    ActivEX - Key Projects Barambah Selwyn East Siviour Graphite June 2013 Not to scale 5

  6. Slide 6: ActivEX – forward program for remainder of 2013

    ActivEX – forward program for remainder of 2013  Barambah o drilling to test mineralised shoots at deeper levels (between 130 and 180m below surface) o exploration target of 12,000 – 112,000 ozs Au and 78,000 – 560,000 ozs Ag (60,000 – 115,000t @ 6 – 30g/t Au and 40 – 150g/t Ag) (1) o target is ope

  7. Slide 7: ActivEX Projects - SEQ

    ActivEX Projects - SEQ Barambah June 2013 7

  8. Slide 8: Barambah Project – high grade gold/silver

    Barambah Project – high grade gold/silver Prepared by ActivEX, Feb 2013  AIV +75%  Cracow style high grade gold-silver  Bonanza grades o 2m @ 15.9g/t Au, 1,556g/t Ag o 17.15m @ 4.98g/t Au, 118g/t Ag o 5.4m @ 2.64g/t Au, 247g/t Ag  Accessible from open pit or shallow underground June 2013  Treat

  9. Slide 9: Barambah – cross sections

    Barambah – cross sections Complex, mineralised, near vertical structural corridor June 2013 Prepared by ActivEX, Feb 2013 9

  10. Slide 10: Barambah – cross sections

    Barambah – cross sections Mineralisation hosted in permissive breccias June 2013 Prepared by ActivEX, Feb 2013 10

  11. Slide 11: Barambah – cross sections

    Barambah – cross sections  Conductive zones associated with mineralisation related to alteration  Conductive zones (yellow- orange) repeat at 275-300m depth  Potential for additional June 2013 mineralised shoots CSAMT resistivity section – Zonge 2008 11

  12. Slide 12: Barambah Project - new veins found

    Barambah Project - new veins found  Recently discovered parallel vein system discovered outside tested area  High grade gold-silver values o up to 18.6g/t Au and 214g/t Ag  North vein extension o up to 11.8g/t Au and 164g/t Ag  Drill program planned o Main vein - down plunge June 2013 Amethystin

  13. Slide 13: ActivEX Projects - Cloncurry

    ActivEX Projects - Cloncurry Selwyn East June 2013 13

  14. Slide 14: Cloncurry – significant holdings

    Cloncurry – significant holdings  World scale metals province o Resurgent neighbourhood  Multiple quality holdings 1049km2 o Holdings doubled in size  IOCG targets (iron oxide copper gold)  New grants – new targets being generated SELWYN EAST  Florence – key project  Mt Agate JV – AIV earning

  15. Slide 15: Selwyn East Project – great address

    Selwyn East Project – great address Close proximity to historical / new mine developments Cu-Au EPM 18073 Mo-Re Cu Au-Cu ActivEX tenements overlain on oblique Google Earth image 2012 Oct 2012 15

  16. Slide 16: Selwyn East – gossan discovery

    Selwyn East – gossan discovery  AIV 100%, granted Sept 2011  Radiometrics shows clear thrust structures - related to Merlin-Mt Dore trend  Structures splay into AIV ground  Heathrow Gossan discovery  2,700ppm Cu, 536ppm Co, 0.17ppm Au, 652ppm Mo, 9,000ppm TREO ActivEX Selwyn East May 2013 Sulph

  17. Slide 17: Selwyn area – late stage fractures

    Selwyn area – late stage fractures  Hyperspectral data from QLD Mines Department and CSIRO  Ferric oxide channel – defines major structures as for radiometrics  Also shows late stage brittle (cross) fractures – potential conduits for mineralising fluids  Molybdenum rich zone between Merlin and C

  18. Slide 18: Heathrow (SAM) Magnetics

    Heathrow (SAM) Magnetics  Magnetic anomaly 4.5km long, mostly obscured by sand  Gossans located at southern end of anomaly  Dolerites associated  Disrupted by late brittle fractures  Second magnetic anomaly with associated gossans – JFK (2,000ppm copper) June 2013 ActivEX rock samples over Grou

  19. Slide 19: Heathrow (SAM) Conductivity

    Heathrow (SAM) Conductivity  Strong resistive zone (blue) related to Heathrow gossans  Significant conductivity anomaly (white) – main section 1400 metres long, up to 250 metres wide  Conductivity anomaly adjacent to granite contact (Merlin position)  Conductive anomalies completely covered by s

  20. Slide 20: Heathrow (MMI) Copper

    Heathrow (MMI) Copper  MMI soil geochemistry program  Coincident copper, gold rare earths and uranium over Heathrow Gossans  Extends 2 kilometres north associated with zone between granite and dolerite (magnetic anomaly) JFK Gossan  Weaker copper anomalies over Heathrow JFK gossans Gossan June 2

  21. Slide 21: Heathrow (MMI) Molybdenum

    Heathrow (MMI) Molybdenum  Strong molybdenum anomalies over buried conductors  Cadmium content suggests main conductors are black shale  Molybdenum anomalies associated with linking faults  Ready to drill JFK Gossan Heathrow Gossan June 2013 ActivEX MMI molybdenum geochemistry – analyses by SGS

  22. Slide 22: Eyre Peninsula Graphite Province

    Eyre Peninsula Graphite Province  Potential world scale graphite province o The Pilbara of Graphite o Active exploration in area o Resources being defined  AIV option to acquire multiple holdings by corporate ownership o 1371km2  o Three ELs  Attractive logistics/infrastructure o Bitumen highway

  23. Slide 23: Graphite Competitors

    Graphite Competitors  Monax Mining - Waddikee o Exploration stage o 13.6% TGC in rocks  Archer Exploration - Campoona o Resources established o 2.6M tonnes @ 12.3% TGC o Excellent recoveries  Lincoln Minerals - Koppio o Resources recently established o 2.25M tonnes @ 15% TGC o Scoping studies com

  24. Slide 24: Graphite Markets/Prices

    Graphite Markets/Prices Product Carbon Mesh Grain Size Price Range Market Content Size (per tonne) Size Jumbo Flake 99 – 99.9% +40 >425µm $3500 - $35,000 Large Flake 94 – 97% +80-40 180-425µm $2000 - $3000 0.4Mt Medium 94 – 97% +100-80 150 -180µm $1500 - $2500 Flake Fine Flake 90 – 97% +400-100 38-1

  25. Slide 25: Graphite Outlook

    Graphite Outlook Optimistic Conservative June 2013 Source: Industrial Minerals Dec 2012 – Feb 2013 25

  26. Slide 26: Siviour Graphite Deal

    Siviour Graphite Deal  Option to purchase company o Graphite exploration rights o Metalliferous rights option  Establish and prove graphite deposit o Explore and prove graphite deposit o Complete definitive studies for commercial graphite production o List graphite vehicle Google Earth image 2013

  27. Slide 27: Arno Bay EM and graphite prospects

    Arno Bay EM and graphite prospects Cowell Cleve Arno Bay Known graphite occurrences 2013 over EM -80 metre image from Cameco 2009, Natmap topography 2005 June 2013 27

  28. Slide 28: Siviour Prospect

    Siviour Prospect Non Magnetic Sediments Magnetic Iron Formations Interpreted fold Diamond Drill Hole CRD090 Granite? 0 1 2 km Siviour Prospect, EM -100 metre slice (transparent) over aeromagnetic background, data from Cameco 2009, prepared by Ausmin Development 2012 June 2013 28

  29. Slide 29: Siviour Prospect

    Siviour Prospect  Graphite hosted by Non Magnetic Sediments Magnetic Iron Formations high grade metamorphic rocks Interpreted fold Diamond Drill Hole  Airborne EM data CRD090 o Well defined EM Granite? anomaly o Large, shallow basement conductor o Graphite intersected at eastern end in one hole dr

  30. Slide 30: Siviour Prospect

    Siviour Prospect  CRD090 o Graphitic mineralisation from 60.7 – 84.6m (24 metres) o Includes 12.4 metres @ 8.1% TGC from 67.7 – 80.1m  Graphite hosted by high grade metamorphic rocks 200µm  Petrography o Coarse flake size o Mean flakes >100µm (microns) o Hosted by biotite matrix – easy liberation

  31. Slide 31: Other Projects – seeking JV funds

    Other Projects – seeking JV funds  Florence Copper-Cobalt-Gold o Open pit oxide copper potential o 32m @ 1.09% Cu, 0.12g/t Au, 123g/t Co o 14m @ 2.04% Cu, 1.08g/t Au, 101g/t Co o 4m @ 3.68% Cu, 0.74g/t Au, 226g/t Co Florence Project SAM 2012  Esk Trough Copper-Gold o White Horse supergene enrichme

  32. Slide 32: Summary

    Summary  Brisbane-based exploration company with a diverse project portfolio targeting: o high-grade epithermal gold-silver (Barambah Project, SE Qld); o coarse flake open pittable graphite in a world scale graphite province (Eyre Peninsula, South Australia); o copper-gold-molybdenum in the Cloncur

  33. Slide 33: Thank you

    ActivEX Thank you The information in this presentation that relates to exploration results is based on information compiled by Mr D Young, who is a Registered Professional Geoscientist (RPGeo) and a Fellow of the Australian Institute of Geoscientists (FAIG) and Ms J Hugenholtz who is a Member of the

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