Archer Materials Limited · ASX:AXE
Archer Materials — Archer Exploration — dbAccess Australia Future Metals Corporate Day 2013
19 slides from Archer Materials's conference presentation, Jun 26, 2013
Slide 1: Archer Exploration Limited
For personal use only Archer Exploration Limited Natural liberation of graphite delivers rare, high yielding, exceptionally pure concentrates dbAccess Australia Future Metals Corporate Day Sydney 26 June 2013 Gerard Anderson Managing Director 1
Slide 2: Disclaimer
Disclaimer Competent persons statement For personal use only The exploration results reported herein, insofar as they relate to mineralisation, are based on information compiled by Mr Wade Bollenhagen, Exploration Manager of Archer Exploration Limited. Mr Bollenhagen is a Member of the Australasian
Slide 3: Presentation Outline
For personal use only Presentation Outline Corporate Overview Graphite Market Snapshot Archer Graphite Campoona Sugarloaf Investment Highlights 3
Slide 4: Corporate Overview
Corporate Overview 13 Exploration Licences and the rights to minerals other than uranium on Wildhorse Plain plus 1 ELA For personal use only Capital Structure Tenement Position (at 31/3/13) ASX Code AXE Leigh Creek Olympic Dam Mine Magnesite Project Shares on Issue 82.4 million Leigh Creek Ediacara
Slide 5: Company Projects
Company Projects Leigh Creek Olympic Dam Mine Magnesite Project Ediacara Leigh Creek 1 For personal use only Exploration Licence (EL) UraniumSA JV (EL) * SAMAG reports Exploration Licence Application (ELA) Highways and Major Roads Carrapateena Prospect AUSTRALIA S.A. Reserve* Railways 100 km Mt Hutt
Slide 6: Graphite Market Snapshot
Graphite Market Snapshot Natural Graphite Market For personal use only Amorphous Graphite Microcrystalline graphite ≈70% of world production Graphite content ranges from 15% to 99%C Widely used in industrial applications for its high melting point, resistance to thermal shock and lubrication C
Slide 7: Size matters, purity matters more
Size matters, purity matters more Stylised Graphite Price (US$/t) vs Grade Curve For personal use only $40,000 $30,000 Graphite Price (US$/t) $20,000 $10,000 $0 80% 85% 90% 95% 97% 99% 99.50% 99.95% The price for graphite increases almost logarithmically above 99%C 7
Slide 8: Archer Graphite
Archer Graphite Mt Messenger ELA 2012/304 For personal use only 4861 EL 4861 EL4893 Archer has a substantial land position (1,100km2) in “graphite province” with several flake occurrences. ELA2012/304 granted October 2012. 8
Slide 9: Campoona Shaft Geology
Campoona Shaft Geology Graphite outcrops as a NE striking, steep NW dipping, 20-50m thick main zone with narrower For personal use only discontinuous footwall zones Graphite occurs as highly graphitic schist within a low grade (2-5%C) graphitic proto-gneiss derived from mostly clastic marine sed
Slide 10: Campoona Phase Maiden JORC Resource
Campoona Phase 1 Maiden JORC Resource Campoona JORC Resource (2%C lower cut-off grade) For personal use only Area Resource Tonnes Graphite Contained Category (Mt) (% C) Graphite (tonnes) Campoona Shaft Measured 0.339 14.8 50,200 Indicated 1.059 12.7 134,500 Inferred 3.475 5.0 173,800 Central Campoon
Slide 11: Campoona EM
Campoona EM Airborne EM and reconnaissance drilling has identified strike extensions For personal use only and fold repetitions of the target graphitic schist EM has identified several possible graphite bodies along strike from the known graphite occurrences at Campoona. North Late stage cross f
Slide 12: Campoona Bench-Scale Testing
Campoona Bench-Scale Testing Bench-scale metallurgical testing of Campoona graphite has delivered exceptional graphite concentrates: For personal use only 35 bench scale tests completed to date on samples across the length, breadth and depth of the deposit. Finely crystalline natural graphite co
Slide 13: Outstanding Scale-up Bulk Float Testing
Outstanding Scale-up Bulk Float Testing Scale-up metallurgical testing of For personal use only Campoona graphite has delivered exceptional results. 4 tests completed to date on samples from the Upper Claystone. Bulk flotation tests emulate the outstanding results from bench-scale testing delive
Slide 14: Campoona Marketing
Campoona Marketing Archer engaged the services of Tech Minerals Consulting Group (“Tech”) which includes senior global For personal use only industrial minerals experts who have worked extensively with major graphite suppliers and purchasers to assess the results and make comment on the likely marke
Slide 15: Positioning Campoona in the Graphite Market
Positioning Campoona in the Graphite Market Stylised Graphite Price (US$/t) vs Grade Curve For personal use only $40,000 $30,000 Archer’s Graphite Price (US$/t) expected product range $20,000 $10,000 $0 80% 85% 90% 95% 97% 99% 99.50% 99.95% “Prices for flake graphite of 99.0% and higher in particle
Slide 16: Campoona Anticipated Work Plan
Campoona Anticipated Work Plan Campoona Shaft Drilling For personal use only Resource Drilling Exploration & Central Campoona Drilling Metallurgical Characterisation Resource Estimation Campoona Shaft Resource Estimation Campoona Central Environmental Baseline Studies Marketing Studies Community Con
Slide 17: Campoona's Comparative Advantages
Campoona’s Comparative Advantages Quality: Ultra pure graphite grading 97% - 99.9%C using straight mechanical cell flotation. For personal use only Recovery : Excellent recoveries for all geologic horizons. Rarity : Purity virtually unheard of from mechanical cell flotation. Further improvemen
Slide 18: Sugarloaf – a sleeping giant
Sugarloaf – a sleeping giant Exploration Target of 40 – 70Mt grading 10- For personal use only 12%C*. *The potential quantities and grades presented are conceptual in nature, there has been insufficient exploration to define an overall Mineral Resource and it is uncertain if further exploration wi
Slide 19: Investment Highlights
For personal use only Investment Highlights Cash Reserves - Strong financial position to fully fund near term work activity. Management - Strong management team with track record in developing and monetising projects. Campoona Graphite - Unique deposit delivering high value ultra-pure finely c
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