Terramin Australia Limited · ASX:TZN

Terramin Australia — Shareholder Meeting (May 2016)

22 slides from Terramin Australia's shareholder meeting presentation, May 27, 2016

  1. Slide 1: Annual General Meeting 27 May 2016

    TERRAMIN AUSTRALIA LIMITED For personal use only Annual General Meeting 27 May 2016

  2. Slide 2: Disclaimer & Competent Person Statement

    Disclaimer & Competent Person Statement For personal use only Disclaimer This presentation has been prepared by Terramin Australia Limited (Terramin). It is current as at the date of this presentation. It contains information in a summary form and should be read in conjunction with Terramin’s other

  3. Slide 3: Overview

    Overview For personal use only 1. About Terramin 2. Highlights 3. Tala Hamza Zinc Project 4. Global Zinc Market 5. Bird-in-Hand Gold Project 6. Adelaide Hills Exploration 7. Gawler Ranges Exploration 8. Focus for 2016 TERRAMIN AUSTRALIA LIMITED SLIDE No. 3

  4. Slide 4: About Terramin Australia Limited

    About Terramin Australia Limited For personal use only World class quality base metal project and gold portfolio  World Class Tala Hamza Zinc Project ready to permit. Resource of 68.6 million tonnes at 4.6% Zinc, 1.1% Lead (3.9 million + tonnes of zinc and lead)  Bird-in-Hand Gold Project – Resour

  5. Slide 5: Highlights

    Highlights For personal use only  Tala Hamza Exploration License reissued.  Final “on ground” technical studies at Tala Hamza to recommence shortly.  Successful Algerian study tour of Chinese mines recently completed.  Bird-in-Hand environmental and engineering studies progressing with mining le

  6. Slide 6: Tala Hamza Zinc

    Tala Hamza Zinc Project For personal use only  World class resource containing 3.9 million tonnes of zinc and lead  Joint venture with Algerian government owned entity (65% Terramin)  Infrastructure  deep water port (15kms)  international airport (10kms)  plentiful water  Low Operating Cost 

  7. Slide 7: Tala Hamza Zinc: Background on Algeria

    Tala Hamza Zinc Project For personal use only Background on Algeria  Largest country in Africa by land mass and third largest African economy.  Stable economy with over $140 billion of foreign exchange reserves (as at December 2015).  Major export is hydrocarbons and is second largest supplier of

  8. Slide 8: Tala Hamza Zinc

    Tala Hamza Zinc Project For personal use only  World class project which is in the top ten biggest zinc deposits in the world  Only large advanced zinc project owned by developing mining company Ownership Top Zinc Deposits in the world Mount Isa Xstrata McArthur River Xstrata Red Dog Teck Rampura

  9. Slide 9: Tala Hamza Zinc

    Tala Hamza Zinc Project For personal use only  Terramin and its Algerian partners agreed on the “Downward cut and fill” mining method  Work plan to finalise feasibility study has been agreed and is being implemented  Exploration License has been re-issued enabling on the ground work  Successful

  10. Slide 10: Tala Hamza Zinc

    Tala Hamza Zinc Project For personal use only  Tala Hamza ore body is open and has significant exploration upside  Excellent regional potential around Tala Hamza including copper and zinc potential TERRAMIN AUSTRALIA LIMITED SLIDE No. 10

  11. Slide 11: Tala Hamza Zinc

    Tala Hamza Zinc Project For personal use only  Compelling Economics  Low upfront capital – Availability of local infrastructure reduces capital expenditure  Competitive operating costs – low labour and energy costs drive low cash costs  Concessional local funding – potential for high CVR long te

  12. Slide 12: Global Zinc Markets

    Global Zinc Markets For personal use only  Mine closures have resulted in a contraction in zinc supply.  Permanent closure of Century and Lisheen mines and 500,000 tonnes of production cut backs by Glencore.  ILZSG is predicting a 9.5% fall in production by western countries in 2016  Current zin

  13. Slide 13: Global Zinc Markets

    Global Zinc Markets For personal use only  “Off exchange” zinc stockpiles are currently satisfying market shortfall and preventing strong price response.  Substantial falls in zinc treatment charges reflect falling supply of mine concentrate.  Benchmark and spot treatment charges have dropped by

  14. Slide 14: Global Zinc Markets

    Global Zinc Markets For personal use only  Zinc production deficit is expected to continue to widen.  Zinc stocks continue to fall.  Zinc price rises are forecast by many industry experts. Source: Wood Mackenzie, LME, Teck TERRAMIN AUSTRALIA LIMITED SLIDE No. 14

  15. Slide 15: Adelaide Hills

    Adelaide Hills Project For personal use only  100% Terramin.  Bird-in-Hand Gold Project – Resource of 235,000 ounces at 13.0gt  Angas Zinc Mine Processing Plant – Existing 400,000 tonnes per annum base metals processing plant and tailings dam  3,750 square kilometres of exploration tenements – i

  16. Slide 16: Bird-in-Hand Gold

    Bird-in-Hand Gold Project For personal use only  Scoping Study highlights strong economics  Low start up capital of AUD25.6 million  Processing through existing Angas Zinc Mine plant  Engineering and environmental studies nearing completion.  Mining lease application to be completed late 2016.

  17. Slide 17: Bird-in-Hand Gold Project Exploration Potential

    Bird-in-Hand Gold Project Exploration Potential For personal use only  Existing Bird-in-Hand ore body is open at depth  Bird-Extended and the Ridge recorded historical high grade production TERRAMIN AUSTRALIA LIMITED SLIDE No. 17

  18. Slide 18: Regional Exploration Potential

    Regional Exploration Potential For personal use only  Exploration licenses over more than 300 historical base metal and gold mines  Most of the historical gold mines have not been tested by modern exploration methods.  Active exploration targets include: • Kapunda – historic production of 13,500

  19. Slide 19: Gawler Ranges – Strong Foundation

    Gawler Ranges – Strong Foundation For personal use only  100% Terramin  Menninnie Dam - Inferred Resource of 7.7Mt @ 3.1% Zn and 2.6% Pb, and 27g/t Ag  Large scale copper/gold potential (Olympic Dam nearby)  4,754 km2 tenement holding  Further prospective targets identified with active explorat

  20. Slide 20: Strong Growth Potential

    Strong Growth potential For personal use only  Tala Hamza Zinc Project – Algeria (65%)  Excellent progress in rebuilding relationship and communication with JV partner  Revised DFS based on new mining method  On path towards decision to mine  Adelaide Hill Project - South Australia (100%)  235

  21. Slide 21: Focus for 2016

    Focus for 2016 For personal use only  Complete Tala Hamza technical studies  Proceed to Decision to Mine  Complete and lodge BIH Mining Lease application  Continue to look for avenues to extract value from significant tenement portfolio. TERRAMIN AUSTRALIA LIMITED SLIDE No. 21

  22. Slide 22: Annual General Meeting 27 May 2016

    TERRAMIN AUSTRALIA LIMITED For personal use only Annual General Meeting 27 May 2016

Terramin Australia — Shareholder Meeting (May 2016) on 6ix