Minbos Resources Limited · ASX:MNB

Minbos Resources — Investor Presentation (September 2016)

16 slides from Minbos Resources's investor presentation, September 2016

  1. Slide 1: Angolan Phosphate Feasibility Update

    ANGOLAN PHOSPHATE Feasibility Update September 2016

  2. Slide 2: Disclaimer - Competent Person

    Disclaimer Competent Person The information in this presentation that relates to the Exploration Results and Phosphate Resources, Production Targets and Cost Estimation was extracted from Minbos’s ASX announcement dated 6 June 2012, 16 October 2013 and 5 December 2013 respectively entitled “Cacata P

  3. Slide 3: Disclaimer

    Disclaimer DISCLAIMER The Company has prepared this document based on information available to it at the time of preparation, from sources believed to be reliable and subject to the qualifications in this document. To the maximum extent permitted by law, the Company and it of affiliates, related bod

  4. Slide 4: Key Drivers

    Key Drivers World Growth • Phosphate demand is underpinned by population growth and driven by food production efficiencies. Sector Premium • CRU has confirmed the Cacata Rock Phosphate is Phosphate a premium product with high P2O5 grades and Product low impurities. Low Capex • Bulk sample testwork u

  5. Slide 5: Angola – A Resource Economy

    Angola – A Resource Economy  Angola is Africa’s third largest producer of both oil and diamonds and became the largest supplier of oil to China in July 2016 overtaking Russia and Saudia Arabia.  The 5.2Mtpa Angola LNG plant recommenced production in June 2016 after commissioning difficulties.  Un

  6. Slide 6: Current Ownership Structure

    Current Ownership Structure Petril Projects 50% 50% Mongo Tando Limited BVI Mongo Tando Ltda Cabinda Licences

  7. Slide 7: High Value Core Projects and Exploration Upside

    High Value Core Projects and Exploration Upside Potential High Grade Starter Pit at Cacata  First testwork positive for DSO starter pit  Balance readily beneficiated to >32%  Very shallow less than 10m  Free digging sediments Chivovo  Access to water, transport and power. 6.5mT @ 20.5% Cacata 1

  8. Slide 8: Deepwater Port

    Deepwater Port Porto de Caio Cabinda  Located in Cabinda 60km by road from Cacata  12.5m depth ideally suited to phosphate vessel size. Letter of Intent  800tpa port allocation  Construction commenced

  9. Slide 9: Cacata Long Section – Shallow Ore, High Grade

    Cacata Long Section – Shallow Ore, High Grade

  10. Slide 10: Pilot Plant Bulk Samples

    Pilot Plant Bulk Samples Target 8t ~26% P205 Target 12t ~32% P205

  11. Slide 11: Trade-Off Studies to commence BFS

    Trade-Off Studies to commence BFS Two treatment routes for 15Mt Cacata at 800,000tpa  5Mt of DSO grade followed by 10Mt of flotation being pilot tested with equipment suppliers in the USA  10Mt of Scrub and Screen grade followed by 5Mt of flotation being pilot tested at Mintek. The route that prov

  12. Slide 12: BFS Contractors

    BFS Contractors prime • BFS • EIS resources • Geology & • Equipment Mining • Process • Equipment Testwork • Geotech & • Market Hydrology study

  13. Slide 13: Premium Product confirmed by CRU

    Premium Product confirmed by CRU “The key conclusion of the analysis is that Cacata phosphate rock is likely to trade at approximately 9% premium to Moroccan benchmark price. … (this assumes no discounting is used to ease in market penetration, no account for freight differentials.)” CRU October 201

  14. Slide 14: Capital Structure

    = Ar Minbos Capital Structure Resid feats | tons Current Shares on Issue 2,074 Sofosa Performance Rights 238 Pro-Forma Shares 2,312 Diluted Market Capitalisation at 0.5cps AS11 Options 30December 2016 exercisable 1.0cps* 696

  15. Slide 15: News and Activities

    News and Activities  Appointment of BFS Contractors   Bulk samples shipped and testwork commenced   EISA, Hydrology and Port components of BFS commenced   Caio Porto construction commenced   Bulk sample testwork completed Dec 2016  Market Study to commence Jan 2017  Trade-off Study Comple

  16. Slide 16: Contact Details

    Contact Details Australia: 245 Churchill Avenue Subiaco WA 6008 Australia Phone: +61 8 6270 4610 Email: info@minbos.com Webiste: www.minbos.com

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