Vrx Silica Ltd. · ASX:VRX
Vrx Silica — Ventnor Resources — Investor Presentation (May 2018)
19 slides from Vrx Silica's investor presentation, May 9, 2018
Slide 1: WA Silica Sand Projects
For personal use only WA Silica Sand Projects Ventnor Resources Limited Bruce Maluish, Managing Director May 2018
Slide 2: Disclaimer
Disclaimer For personal use only This summary was prepared with due care and attention and is current at the date of the presentation. The proposed programs are generic and may differ from project to project. Actual programs may materially vary from any proposals (where applicable) in this presentat
Slide 3: The world is facing a global sand crisis
The world is facing a global sand crisis For personal use only 3
Slide 4: Silica Sand Use
Silica Sand Use For personal use only Construction Sand Concrete Glassmaking Float, Containers, Architectural, Thin Film Metal Casting / Foundry Automobile parts Oil/gas Well Stimulation Frac sand/proppant Metallurgical Ferrous and Non-ferrous Alloys Paint and Coatings Brightness and durability Chem
Slide 5: Ventnor's silica sand strategy
For personal use only Identify and delineate large scale silica sand resources close to infrastructure. Ventnor’s silica sand Develop plans for the mining and export of high quality silica strategy sands Explore opportunities for further processing to value-add 5
Slide 6: Silica Sand Markets
Silica Sand Markets For personal use only Construction Silica sand for Foundry sand Frac sand sand glassmaking proppant 6
Slide 7: Market Outlook
Market Outlook For personal use only Estimated demand for silica sand by region: Region % of Global demand Asia Pacific 47% North America 20% Western Europe 16% Eastern Europe 8% Africa/Middle East 5% Central and South America 4% Source: Freedonia 7
Slide 8: WA Silica Sands Projects
WA Silica Sands Projects For personal use only 1. Muchea 2. Arrowsmith 70kms north of Perth 370kms north of Perth 8
Slide 9: Muchea (100% Option to Acquire)
Muchea (100% Option to Acquire) For personal use only • Significant high grade Silica Sand deposit • 70 km NNE of Perth • 14 km north of Muchea • Transport logistics - rail products to Kwinana Port for export • Inland from Brand Highway • Granted tenure - E 70/4886 9
Slide 10: Muchea
Muchea For personal use only • Acquired option over the tenement • Due diligence drilling indicated high-grade SiO2 • Processing can upgrade sand to specialised glass quality • Current logistics under-utilised with significant interest from operators 10
Slide 11: Arrowsmith (VRX 100%)
Arrowsmith (VRX 100%) For personal use only • South of Geraldton with rail connections to Geraldton Port • Large-scale potential • Testwork confirms glass-making quality (+99.5% SiO2) • Low capital intensity and low environmental impact mining propositions 11
Slide 12: Arrowsmith North Upgrade
Arrowsmith North Upgrade For personal use only 12
Slide 13: Arrowsmith North Upgrade
Arrowsmith North Upgrade For personal use only 13
Slide 14: Geraldton Port
For personal use only Geraldton Port 14
Slide 15: Proposed Exploration Program
Proposed Exploration Program For personal use only Drilling using 4WD-mounted AC rig and hand held auger 15
Slide 16: Proposed Exploration Program
Proposed Exploration Program For personal use only • Exploration to date is adequate for Inferred Resources • Closer spaced drilling required to 400m x 400m for an Indicated Resource • Very low cost shallow drilling (10-15m) in free running sand • Sand 2-3% moisture • ISBD determination completed •
Slide 17: Development Program
Development Program For personal use only • First Pass drilling by AC and hand auger completed on both projects • Bulk testwork will determine potential products and required processing equipment • Testwork will also produce final quality samples to send to potential importers in India, Vietnam, Tha
Slide 18: Investment Considerations
Investment Considerations For personal use only EMERGING IDEALLY PLACED OUTSTANDING TO CAPITALISE AUSTRALIAN PROJECT ON ROBUST STRATEGIC ECONOMICS MARKET SILICA SAND AND LOGISTICS OUTLOOK AND PRODUCER DEMAND POTENTIAL RAPID PATHWAY LARGE SAND TO FINANCING RESOURCES AND AND PRODUCTION PRODUCTION OTHE
Slide 19: Corporate & Capital Summary
Corporate & Capital Summary Share Code (ASX) VRX For personal use only Shares on Issue 251.3m Shares – Fully Diluted 257.3m ASX 52 week high/low $0.078 / $0.009 Cash $0.8m Debt Nil Market Capitalisation $16.8m Ventnor Resources (VRX) Directors 0.08 9.00 0.07 8.00 7.00 Paul Boyatzis 0.06 Non-Executiv