Devex Resources Ltd · ASX:DEV
Devex Resources — Investor Presentation (July 2018)
27 slides from Devex Resources's investor presentation, Jul 17, 2018
Slide 1: Investor Presentation July 2018
For personal use only Investor Presentation JULY 2018 ASX : DEV
Slide 2: Important Information
Important Information For personal use only Forward Looking Statements This Presentation may include statements that could be deemed “forward-looking statements”. Although the Company believes the expectations expressed in such forward-looking statements are based on reasonable assumptions, such s
Slide 3: Diversified portfolio - copper-gold, uranium, diamonds and lithium
Diversified portfolio - copper-gold, uranium, diamonds and lithium For personal use only West Arnhem and Nabarlek Uranium, Copper-Gold Projects Oscar and Mt Hann Diamond Projects Target Driven Opportunities Strategic location, established mineral fields and emerging science Junee Copper-Gold Project
Slide 4: Project technical highlights
Project technical highlights For personal use only WEST ARNHEM NT BOGONG WA NSW JUNEE NSW • Alligator Rivers Uranium • Lachlan Fold Belt known for • Lachlan Fold Belt known for Province NT, endowed with large scale porphyry copper- large scale porphyry copper- large scale uranium mines with gold min
Slide 5: Project technical highlights
Project technical highlights For personal use only DUNDAS WA DIAMOND PROJECTS WA Located in the Kimberley - regional resurgence following the recent • Located in an emerging discovery of micro- and macro-diamonds at the Little Spring Creek lithium region prospect by Lucapa Diamond Company (ASX: LOM)
Slide 6: West Arnhem-Nabarlek Uranium, Copper-Gold Project
West Arnhem-Nabarlek For personal use only Uranium, Copper-Gold Project NORTHERN TERRITORY
Slide 7: Uranium: Changing Sentiment
Uranium Changing “The current environment has led us to make a compelling case for uranium as an For personal use only investment with an asymmetric return profile: a significant upside potential with Sentiment… limited downside risk. Our analysis suggests that supply is being reduced just as demand
Slide 8: Alligator Rivers – a fresh approach in a new era
Alligator Rivers – a fresh approach in a new era For personal use only Exploring for repetitions of high grade Nabarlek Uranium Mine • Historical production of 24 Mlbs @ 1.84% U3O8 (US$546 million in- ground value). Pre-mining high grade intercepts at Nabarlek justify deeper exploration targeting fo
Slide 9: New assessment shows prospectivity for uranium and copper-gold
New assessment shows prospectivity for uranium and copper-gold For personal use only Gradient Array (2017) – • Untested copper-gold-uranium corridor east of Nabarlek at U40. Chargeability Potential overlooked by previous uranium-focused explorers • Gradient Array Induced Polarisation (IP) surveys co
Slide 10: Junee Copper-Gold Project
For personal use only Junee Copper-Gold Project NEW SOUTH WALES
Slide 11: Junee - Upgraded potential and porphyry copper-gold targets
Junee - Upgraded potential and porphyry copper-gold targets For personal use only • Adjacent to a major structure in a province with a high copper-gold endowment - the Macquarie Arc (host to Cadia-Ridgeway and Northparkes) • December 2017 work by the Geological Survey identified intrusions adjacent
Slide 12: Junee - Tenement recently granted and targets identified
Junee - Tenement recently granted and targets identified For personal use only • Project area within freehold farm land. Landowner engagement commenced to negotiate land access • Planning geophysics over coincident magnetic and gravity low, to define drill targets 12
Slide 13: Bogong Copper-Gold Project
Bogong Copper-Gold For personal use only Project NEW SOUTH WALES
Slide 14: Bogong - Copper-gold targets identified
Bogong - Copper-gold targets identified For personal use only • Located within the Lachlan Fold Belt region, 60km SE of Junee Project • Review of historical exploration reveals substantial untested copper- gold potential • Increases the Company’s exposure to a copper-gold discovery in the Lachlan Fo
Slide 15: Bogong - Significant historical copper intercepts
Bogong - Significant historical copper intercepts For personal use only • Significant near surface, broad copper intercepts in historical drilling • Better intercepts include*: • 54.9 m @ 1.06% Cu from 6.1 m; • 9.2 m @ 2.02% Cu from 39.6 m; and • 18.3 m @ 0.91% Cu from 15.2 m • Copper sulphide miner
Slide 16: Bogong - Underexplored copper system
Bogong - Underexplored copper system For personal use only • Copper in soil geochemistry indicates the system is open to the north • Rock chip sampling by a previous explorer showed an association between gold and copper, with a peak rock chip of 2.72g/t gold and 1.1% copper. Drilling not assayed fo
Slide 17: Dundas Lithium Project
Dundas Lithium For personal use only Project WESTERN AUSTRALIA
Slide 18: Dundas - Key tenement in emerging lithium region
Dundas - Key tenement in emerging lithium region For personal use only • South east of Norseman • Emerging lithium province: • Tawana Resources NL’s Bald Hill lithium project (ASX: TAW) • Pioneer Resources Ltd’s Pioneer Dome lithium project (ASX: PIO) and • Liontown Resources Ltd’s Buldania lithium
Slide 19: Oscar and Mt Hann Diamond Projects
Oscar and Mt Hann For personal use only Diamond Projects WESTERN AUSTRALIA
Slide 20: Two outstanding diamond opportunities
Two outstanding diamond opportunities For personal use only • Located in Australia’s premier diamond district, the Kimberley region of WA, hosting world-class Argyle and Ellendale diamond mines • Regional resurgence following the recent discovery of micro- and macro-diamonds at the Little Spring Cre
Slide 21: Oscar - Targeting similar 'system' to Ellendale
Oscar - Targeting similar ‘system’ to Ellendale For personal use only • Located south of Lucapa Diamond Company’s (ASX: LOM) Little Spring Creek prospect and along trend from Ellendale diamond mines where diamonds were discovered in lamproite during recent drilling • Four know lamproites occurrences
Slide 22: Mt Hann - one of the most significant unresolved micro-diamond anomalies
Mt Hann - one of the most significant unresolved micro-diamond anomalies For personal use only • Equidistant from Ellendale and the world-class Argyle diamond mine, covers one the most significant unresolved micro-diamond anomalies in Australia • The Mt Hann area has produced numerous micro-diamonds
Slide 23: Corporate
For personal use only Corporate
Slide 24: Corporate Overview
Corporate Overview For personal use only Capital Structure Board & Management Shares 1,103M Tim Goyder Chairman Fully diluted 1,133M Brendan Bradley Managing Director Market Cap ~$6.6M (at 0.6c) Bryn Jones Non Exec. Director Cash $1.4M Richard Hacker Non Exec. Director Kym Verheyen Company Secretary
Slide 25: Experienced exploration and development team
Experienced exploration and development team For personal use only Brendan Bradley Tim Goyder MANAGING DIRECTOR CHAIRMAN A Geologist with 20+ Perth-based mining years of mineral investor with a strong exploration, mining and record of successful resource development investment and value experience i
Slide 26: Highlights
Highlights For personal use only Strategically located - projects spanning some of Australia’s most prospective mineral provinces A fresh approach – application of modern science to create new potential in areas previously dominated by major explorers Highly active areas – exploration success storie
Slide 27: Contact Details
For personal use only Contact Details Level 2, 1292 Hay Street West Perth WA 6005, Australia +61 8 9322 3990 +61 8 9322 5800 info@devexresources.com.au www.devexresources.com.au Social https://twitter.com/DevExResources https://www.linkedin.com/company/devex-resources/ Investor Relations Read Corpor