Iron Road Ltd · ASX:IRD
Iron Road — South Australian Resources & Energy Investment Conference 2015
23 slides from Iron Road's conference presentation, Apr 13, 2015
Slide 1: The Product for the Times
The Product for the Times Larry Ingle, General Manager South Australian Resources & Energy Investment Conference, Adelaide 13 April 2015
Slide 2: Cautionary Statements
Forward Looking Statements This presentation contains certain statements with respect to future matters which may constitute "forward-looking statements". Such statements are only predictions and Cautionary are subject to inherent risks and uncertainties which could cause actual values, results, per
Slide 3: Exploration Potential Cautionary Statements
Exploration Potential It is common practice for a company to comment on and discuss its exploration in terms of target size and type. The information in this presentation Cautionary relating to exploration targets should not be misunderstood or misconstrued as an estimate of Mineral Resources or Ore
Slide 4: The State of Play
The State Key suppliers • Unrelenting iron ore supply expansion of Play • Rate of supply increase is slowing • Higher cost production and new developments being scaled back China seeking to steady economy • Growth slower • 1.2 trillion RMB infrastructure projects approved • December 2014 highest mon
Slide 5: Iron Ore Prices
Iron Ore Prices Iron ore price collapse faster than anticipated • >60% fall in the last year Most expect prices to slowly firm throughout 2015/16, though remain relatively weak until 2017 5
Slide 6: Iron Ore Forecast Seaborne Iron Ore Imports 2020
Iron Ore Forecast Seaborne Iron Ore Imports 2020 Imports 2020 North America 0% Central & Sth America 1% Taiwan, China China 1% 71% Other Asia- Australia India 2% 3% Africa & Middle East Korea Rep 3% Japan 4% 7% Europe 8% 6
Slide 7: Suitability for CEIP Concentrate
Suitability 2020 Seaborne Iron Ore Imports for CEIP Concentrate Europe Korea China Japan Taiwan Africa, M East India Other Asia C&S America Nth America Low Medium High CEIP Quality Acceptability & Economic Competiveness 7
Slide 8: Supply & Cost Challenges in 2020
Supply & Cost Challenges in 2020 CEIP is positioned in the second quartile of the normalised cost curve for China’s forecast 2020 total iron ore supply of circa 1.5Bt. 8
Slide 9: A Need for High Quality
A Need for High Quality CEIP is positioned in the lowest cost quartile of forecast high quality concentrate producers in 2020 (high Fe, low Al2O3, SiO2, P, S). 9
Slide 10: Central Eyre Iron Project (CEIP)
Central Eyre Iron Project (CEIP) 10
Slide 11: CEIP Locality
® Moonta = Tenement Outline Central Eyre 7 Main Road Iron Project = : Cape Hardy Jeatiware er] x Railway ge \nfrastructure Corridor Proposed Cape Hardy port
Slide 12: Support at all Levels
Support at Government all Levels • Local • State • Federal Communities and other stakeholders Advanced progress • Mining Lease Proposal (MLP) • Environmental Impact Statement (EIS) • Indigenous Land Use Agreement (ILUA) 12
Slide 13: Geology – Large World Class Orebody
Geology – Large World Class Orebody
Slide 14: Mining – Purpose Designed for IPCC
Mining – Purpose Designed for IPCC
Slide 15: Processing – Modular Construction
15 Processing – Modular Construction
Slide 16: Integrated Waste Landform – Optimised Management
Integrated Waste Landform – Optimised Management
Slide 17: Rail, Power, Water - Multi-user Access
Rail, Power, Water - Multi-user Access
Slide 18: Port – Multi-user Access
Port—Multi-userAccess = RON AMEROAD
Slide 19: China's New Environmental Standards
China’s New New targeted standards Environmental • Directed at sinter, pellet and iron production Standards • Standards tightened significantly • Focus on special regions – Beijing, Hebei, Tianjin, Yangtze River Delta, Pearl River Delta • Effective January 2015, 3-5 year transition period • Personal
Slide 20: China's New Environmental Standards
China’s New Environmental Emission Limits (mg/m3) Standards (measurement conditions may vary) China South Aust Victoria High Low High Low High Low Particles 100 20 500 100 500 250 Fluorine 9 4 50 - 50 - NOx 300 4 500 350 1000 350 CO 2000 100 1000 - 2500 - 20
Slide 21: CEIP Concentrate
CEIP Bulk sample test work programmes conducted at China Iron and Steel Institute (CISRI) Concentrate • Validates suitability for sinter plants • Endorses environmental benefits • No modification to sinter plants necessary • Increases iron burden • Reduces energy use, pollutants and slag production
Slide 22: A New Reality
A New Reality • Evolving situation in China • New environmental standards aimed at the steel making industry • High quality, low cost CEIP iron concentrate well placed to meet customer needs 22
Slide 23: [Text]
[Text] 13 April 2015 23
Iron Road — South Australian Resources & Energy Investment Conference 2015 on 6ix