Zenith Minerals Limited · ASX:ZNC
Zenith Minerals — Master Investor Conference London 2018
23 slides from Zenith Minerals's conference presentation, Mar 16, 2018
Slide 1: Master Investor Conference London
Zenith Minerals Limited ABN 96 119 397 938 For personal use only Master Investor Conference London - 17th March 2018 Lithium Cobalt Gold Li Co Au 1
Slide 2: Disclaimer
Disclaimer For personal use only Forward looking statements Some statements in this presentation regarding estimates or future events are forward looking statements. They involve risk and uncertainties that could cause actual results to differ from estimated results. Forward-looking statements inclu
Slide 3: Corporate Structure
Corporate Structure For personal use only ZNC Share Price Capital Structure – ASX: ZNC Share Price (at 12th Mar 2018) $0.18 Source: CommSec.com.au Shares on Issue - ZNC fully paid ordinary 213m Market Capitalisation $38m Cash (31st Dec 2018) $3.1m Major Shareholders HSBC Custody. Nom 12.8% ASX:ZNC C
Slide 4: Board & Management
Board & Management History of technical & commercial success For personal use only Mike Joyce – Non-Executive Chairman Geologist, substantial prior experience at Aberfoyle Giralia Resources Resources Ltd (1980-98) then MD at Giralia Historic Share Price Chart Resources NL (1998-2011 - $828m takeover
Slide 5: Why this metal mix
For personal use only Why this metal mix Lithium Cobalt Gold Li Co Au Value rises in times of Battery Metals instability. 5
Slide 6: EV's - Evolving Fast
EV’s - Evolving Fast For personal use only Chinese manufacturer BYD (8.25% Source: www.fleetcarma.com owned by Berkshire Hathaway) is the world’s largest EV company and battery manufacturer. Source: BMO 20 Feb 2018 Jaguar Land Rover ….all new models from 2020 will be fully electric or hybrid, a year
Slide 7: Battery Adoption
Battery Adoption For personal use only Source: www.ktmfreeride-e.com/en KTM Freeride E-XC 2018 Source epiroc.com October 12, 2017 Source: www.theguardian.com Atlas Copco will continue to support all customers who rely on diesel-driven equipment but the decision to completely advance beyond diesel is
Slide 8: Lithium Battery - Chemistry
Lithium Battery - Chemistry For personal use only C a A Metallic cathode ↔ Lithium ions ↔ Graphite anode t n h o (Cobalt / nickel, o d Lithium Graphite Manganese / iron, d e e phosphate / aluminium) Graphite anodes but lithium battery chemistry named after the cathode. LCO Lithium Cobalt Battery - e
Slide 9: Lithium Battery - Economics
Lithium Battery - Economics Battery Metal Content by Weight (g) per kWh For personal use only Lithium in Batteries 12g Cell Phone (LCO) 58g Laptop (LCO) 2kg E-bike (NMC) 10kg PHEV (NCA/LFP/NMC) Battery Metal Content by $Value (85kwh EV battery equivalent size) Lithium and 52kg EV (NCA/LFP/NMC) Cobal
Slide 10: Lithium – Cusp of a new boom
For personal use only Lithium – Cusp of a new boom Iron Ore – Actual Consumption - China Lithium – Forecast Consumption - World Driven by government mandated modernisation of China – “has said it wants alternative fuel vehicles to account China for at least one-fifth of its 35 million annual vehicle
Slide 11: Cobalt - Supply
Cobalt - Supply 65% of world cobalt supply comes from For personal use only the Democratic Republic of Congo (DRC) “The DRC was ranked 175 out of 182 in the 2011 World Bank’s Doing Business report. The DRC had previously been ranked second to last - 182 out of 183 countries in the 2010 Doing Busines
Slide 12: Key Projects - 2018
Key Projects - 2018 TURKEY USA/MEXICO AUSTRALIA For personal use only Gold Lithium Kavaklitepe JV (Turkey) – USA / Mexico JV (90%) – ZNC 30%. New discovery: Five lithium projects (brines, 16m @ 4.7g/t Au and 9m pegmatite & clay) fully funded @ 5.2g/t Au by Bradda Head/Jim Mellon farm-in. Cobalt Refe
Slide 13: Split Rocks - Lithium
Ownership: 100% Split Rocks Location: WA Commodity: Li, Co & Gold Stage: Prospects Lithium For personal use only 100% owned exploration licences over ~500 km2; Zenith major landholder in new lithium province – nearby KDR – Earl Grey lithium discovery; Many pegmatites noted in historic (Au, Ni) explo
Slide 14: Split Rocks - Cobalt
Ownership: 100% Split Rocks Location: WA Commodity: Li, Co & Gold Stage: Prospects Cobalt For personal use only 100% owned exploration licences over ~500 km2; Previous exploration returned high-grade near surface cobalt and nickel historic drill results: 22m @ 0.06% Co & 0.70% nickel from 18m, incl:
Slide 15: USA – Mexican Lithium JV
USA – Mexican Lithium JV • All 5 projects included in deal with UK billionaire Jim Mellon’s Bradda Head Ltd For personal use only • Received US$500,000 (~A$660,000) cash • Zenith carried for US$5 million (A$6.6 million) expenditure over 3 years by Bradda Head to earn 55% project interest, one off ri
Slide 16: Burro Creek Lithium
Bradda Head Ltd (Jim Mellon) Burro Creek Lithium earning initial 55% Location: USA Commodity: Lithium Stage: Prospects For personal use only Large scale lithium clay target under exclusive TSX:LAC - $C720M mkt cap option in Arizona, USA Very encouraging initial metallurgical testwork Rhyolite Ridge
Slide 17: Zacatecas project - Mexico
Zacatecas project - Mexico Bradda Head Ltd (Jim Mellon) earning initial 55% Location: Mexico Commodity: Lithium Stage: Prospects • Emerging lithium brine district in central Mexico • For personal use only Surface sampling by Zenith 5km x 2km anomaly up to 1046ppm lithium • Brines to 2.1% lithium rep
Slide 18: Wilson Salt Flat - Nevada
For personal use only Wilson Salt Flat - Nevada Cross Sections Salt lake lithium brine target in Nevada, close to Albermarle’s operating Silver peak lithium mine Zenith surface sampling shows strong lithium anomalies to 192ppm Li Geophysical modelling supports prospective basin architecture with thi
Slide 19: Lithium Peer Comparison
For personal use only Lithium Peer Comparison Zenith – Expected growth with very active 2018 work programs Company Mkt Cap’s as at 15 Nov2017 19
Slide 20: Kavaklitepe
Kavaklitepe Location: Turkey Commodity: Gold Stage: Drilling • Joint Venture with Turkish affiliate of Teck 70% For personal use only • ~30km south west of major new 3Moz gold discovery at Sogut (Koza) A A A’ A’ Kuzey Zone Holes KT-01 to KT-05 Flat lying near surface oxide mineralisation; KT-02 9.0m
Slide 21: In Addition ZNC Offers Exposure to Exciting Portfolio
In Addition ZNC Offers Exposure to Exciting Portfolio For personal use only Cardinals Tate River Gold Copper - Zinc Option – Trenching 5m @ 3.9g/t Au Mt Alexander - Magnetite Iron Develin Creek Earaheedy High- JORC Resource Grade Manganese Copper-Zinc Earaheedy Zinc – Red Mountain option to ASX:RTR
Slide 22: News Flow & Catalysts 2018
News Flow & Catalysts 2018 Mar Apr May For personal use only Kavaklitepe-Teck JV • Drilling 2018 to follow up on exciting first pass 2016 drill intersections USA/Mexico Lithium – Jim Mellon/Bradda Head JV • Mexican brine project - geophysics early 2018, then drilling • Nevada brine project – drillin
Slide 23: Contact Details
Contact Details For more information: Media and Broker Enquiries: For personal use only Mick Clifford Andrew Rowell Managing Director Cannings Purple E: mick@zenithminerals.com.au E: arowell@canningspurple.com.au Registered office: Postal address: Level 2, 33 Ord St PO Box 1426 West Perth West Perth
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