NH3 Clean Energy Limited · ASX:NH3
NH3 Clean Energy — Lamboo Resources — Shareholder Meeting (November 2015)
30 slides from NH3 Clean Energy's shareholder meeting presentation, Nov 27, 2015
Slide 1: AGM Presentation
AGM Presentation 27th November 2015
Slide 2: Investment risk and forward-looking statements
Investment in Lamboo Resources Limited (“Lamboo”) is subject to investment risk, including possible loss of income and capital invested. Neither Lamboo, nor any other member company of the Lamboo Group, nor any officer or employee guarantees any particular rate of return or performance, nor do they
Slide 3: Company Achievements 2015
Company Achievement's 2015 Successfully Refreshed the Released an Initial Refinanced the Company Conceptual Study for Company Governance the McIntosh Project Stage 1 Bulk Very Successful Heritage Survey Sample test work Diamond Drilling completed with achieved a +97% Program at Marlarngo
Slide 4: Directors
Directors Neville Miles - Non-Executive Chairman • 15+ yrs experience investing in small cap mining sector. • COO Invicara • Formerly Senior Vice President at Siemens Energy Management • Joined 9th December 2014 Tony Cormack - Executive Director • CEO / Head of Operations • Formerly Resource Develop
Slide 5: Our Vision and Strategy
. .. developing high purity flake for new technologies Our Vision and Strategy
Slide 6: Our Vision
Our Vision To become the leading Australian supplier of high purity flake graphite specifically targeted for emerging high technology applications We will achieve this with end to end sustainable best practices whether it be environmental or business practices Warmun (Turkey Creek) Community and
Slide 7: Huge Demand Upside for Flake Graphite
Huge Demand Upside for Flake Graphite Market for Lithium-ion batteries expected to Grow 4X by 2020 (Source: Renewable Energy World Sept 2014) Number of EV’s in China to surge by 300% by end 2015 (Source: CIMB China EV boom report May 2014) EV population in China to grow at 83% pa through 2020
Slide 8: Our Strategy
Our Strategy Develop McIntosh towards Production of High Purity Flake Graphite and assess the potential for producing spherical graphite on-site at McIntosh Evaluate Strategic Options to develop the South Korean Projects Find Partners for non-core Assets (Halls Creek, Mabel Downs & Valla) Po
Slide 9: Our Stock at a Glance
Our Stock at a Glance Key Information Share Price Shares on issue (as of 20 Nov 2015) Options on issue (as of 20 Nov 2015) Undiluted Market Capital (as of 20 Nov 2015. Share Price: $0.05) Cash on Hand (as of 30 Sep 2015) Top 5 Shareholders Och Ziff PathFinder Pty Ltd J P MORGAN NOMINEES MR ROBERT SI
Slide 10: Projects at a Glance
Projects at a Glance Western Australia South Korea Wyndham Kununurra 10
Slide 11: McIntosh Project resource and drilling targets
Current Target 1 Resource of 7.13Mt @ 4.73%TGC (Refer ASX Announcement 20 Jan 2014) Recent Diamond drilling at Targets 4, 5 and 6 to add considerably to McIntosh Resource Total flake graphite strike length potential at McIntosh is in excess of 50 km 11
Slide 12: Stage 1 Bulk Scale Metallurgical test work
Stage 1 Bulk Scale Metallurgical test work (200kg of HQ core) has produced a +97% TC concentrate without any acid or chemical leaching with a high 89% recovery Flake graphite at surface and well suited to a low strip ratio / open pit operation 12
Slide 13: High Grade / High Purity / High Value Flake Graphite at Target 6
High Grade / High Purity / High Successfully targeted the Large to Value Flake Graphite from surface Jumbo flake graphite associated with at Target 6 large scale folding 13
Slide 14: Stage 1 Bulk Scale Metallurgical test work results
Stage 1 Bulk Scale Metallurgical test work (100kg of HQ core) has produced a +98% TC concentrate without any acid or chemical leaching and a 92% recovery Flake graphite at surface and well suited to a low strip ratio / open pit operation 14
Slide 15: Large to Jumbo Flake Graphite in thin section from Target 4
Large to Jumbo Flake Graphite in thin section From Target 4 Flake graphite schist associated with a regional scale fold hinge 15
Slide 16: Strike length potential and jumbo-flake size
Strike length potential in excess of 1 kilometre Jumbo-flake size of 500μm recorded in thin section 16
Slide 17: Photomicrograph of T5 prospect flake graphite
Photomicrograph of the T5 prospect showing Large to Jumbo in-situ size flake graphite within a calcite matrix 17
Slide 18: EM anomalies at Black Rock and Panton projects
EM anomalies at the Black Rock and Panton projects highlight 35 km of strike length potential for flake graphite The McIntosh Tenement package contains a total of 50 km of strike length potential for flake graphite 18
Slide 19: Scanning Electron Microscopy flake graphite concentrate
Scanning Electron Microscopy Flake Graphite Concentrate - Target 6 Competitors Synthetic Flake Graphite +97% TC – no acid or chemical leaching Concentrate (90.1% TGC) 19
Slide 20: Port of Wyndham 280km from McIntosh Project
The Port of Wyndham lies just 280km from the McIntosh Project via the Great Northern Highway and has available capacity 20
Slide 21: Clearly Defined Pathway to Production
Resource Upgrade Maiden JORC compliant resource for Target 6 Q1 2016 & Target 4 Q2 2016 Mining Lease Application Mine Lease Application for Target 1, 4, 5 and 6 commenced Native Title Negotiations Positive relationship with the traditional owner group, the Marlarngowem and their representative
Slide 22: Project development timeline 2015-2017
Activity 2015 2016 2017 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Conceptual Study Aboriginal Heritage Completed Exp/Resource Drilling Bulk Sample To be Completed Resource Modelling MLA / Native Title Hydrogeology Reserves/Eng. Design Environmental Process Design Feasibility Execution Site Construction Mi
Slide 23: Nickel / Copper mineralisation at Target 4
Extension of one diamond drill hole at Target 4 highlighted a significant potential for Nickel / Copper mineralisation Chalcopyrite and pyrrhotite mineralization logged in HQ diamond core Further detailed mapping followed by a targeted Reverse Circulation (RC) drilling program is planned for 2
Slide 24: South Korean projects: Geumam, Taewha, Samcheok
Geumam Initial Indicated / Inferred JORC compliant resource of 5.5Mt @ 5.4% Cg for 296,000t contained graphite Diamond drilling has returned thick intersections expected to add significantly to a resource upgrade Close proximity to major customers within South Korea Taewha Inferred JORC comp
Slide 25: Proximity to Port of Dangjin
15 minutes to the Port of Dangjin, one of the largest global industrial zones 25
Slide 26: Spherical Graphite Pricing
Spherical Graphite Pricing Uncoated spherical graphite* : $3,000 - 3,500 USD per tonne conc Coated spherical graphite* : $7,000 - 7,500 USD per tonne conc (Source: Benchmark Minerals) *50 - 60% dilution to produce spherical graphite 26
Slide 27: High Grade / High Purity / High Value crystalline flake graphite
High Grade / High Purity / High Value crystalline flake graphite combination with Great Access to Market All Target Areas with Flake Graphite at Surface numerous open pit operations provide operational flexibility Great Metallurgy – Simple Floatation can achieve a high grade +97.5%TC Flake Gra
Slide 28: Lamboo Resources Limited contact details
LAMBOO RESOURCES LIMITED CEO / HEAD OF OPERATIONS ABN 27 099 098 192 Tony Cormack ASX : LMB 0427 349 451 tony@lambooresources.com CORPORATE OFFICE Level 16, 344 Queen Street Brisbane QLD 4000 INVESTOR RELATIONS OPERATIONS OFFICE Ken Banks Level 1, 5 Kingscote Street 0402 079 999 Kewdale WA 6105 ken@
Slide 29: Competent Persons Statements – Western Australia
Competent Persons Statements – Western Australia Information in this “Company Presentation” relating to Resource Estimates, Exploration Results, Assays, Metallurgy and geological data at the McIntosh Project has been compiled by the Head of Operations at Lamboo Resources Ltd, Mr. Anthony (Tony) Corm
Slide 30: Competent Persons Statements – South Korea
Competent Persons Statements – South Korea Information in this “Company Presentation” relating to Exploration Results and geological data at the South Korean Projects has been compiled by the Head of Operations at Lamboo Resources Ltd, Mr. Anthony (Tony) Cormack who is a Member of the Australasian I
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