Stavely Minerals Ltd · ASX:SVY
Stavely Minerals — Investor Presentation (October 2023)
43 slides from Stavely Minerals's investor presentation, Oct 19, 2023
Slide 1: Finding the energy metals the world needs for a low-carbon future
Finding the energy metals the world needs for a low-carbon future High-Impact Exploration in Emerging Copper and Nickel Provinces 19 October 2023 1
Slide 2: Disclaimer
Disclaimer ● This presentation contains only an overview of Stavely Minerals Limited (“Stavely" or the “Company”) and its activities and operations. The contents of this presentation, including matters relating to the geology and exploration potential of the Company’s projects, may rely on various a
Slide 3: A Modern Australian Energy Metals Growth Company: BIG targets
A Modern Australian Energy Metals Growth Company What does Stavely Minerals offer that is different? BIG targets 3
Slide 4: BIG Targets
BIG Targets Stavely Project - Thursday’s Gossan Prospect ● High-Grade Cayley Lode Cu-Au-Ag discovery ● 9.3Mt at 1.23% Cu, 0.23g/t Au and 7.1g/t Ag 1 ● Belief there is a large porphyry at depth eg.: ● Far Southeast ● Resolution Stavely Project - S41 Au-Ag Prospect ● Recent discovery of ~2km long brec
Slide 5: Hawkstone Ni-Cu-Co Project – An Emerging Nickel-Copper-Cobalt Province
Hawkstone Ni-Cu-Co Project – An Emerging Nickel-Copper- Cobalt Province 5
Slide 6: Hawkstone Ni-Cu-Co Project
Hawkstone Ni-Cu-Co Project Hawkstone Ni-Cu-Co Project ● ~850km2 ● ~30km of the prospective Ruins Dolerite ● Buxton / IGO JV discovery 1km from tenement boundary ● High tenor ave. 8%Ni (=~24g/t Au1) ● Complimentary field season (winter) to the Stavely Project (summer) ● Potential for Li pegmatites as
Slide 7: Hawkstone Ni-Cu-Co Project
Hawkstone Ni-Cu-Co Project Hawkstone Ni-Cu-Co Project ● ~850km2 ● ~30km of the prospective Ruins Dolerite ● Buxton / IGO JV Merlin / Double Magic Hawkstone discovery 1km from tenement boundary ● High tenor ave. 8%Ni = ~24g/t Au ● NEW Dogleg nickel discovery (Quick Shears) 13km NW of Merlin / Double
Slide 8: Hawkstone Ni-Cu-Co Project
Hawkstone Ni-Cu-Co Project Hawkstone Ni-Cu-Co Project ● ~850km2 ● ~30km of the prospective Ruins Dolerite ● Buxton / IGO JV Merlin / Double Magic discovery 1km from tenement boundary ● High tenor ave. 8%Ni = ~24g/t Au ● NEW Dogleg nickel discovery (Quick Shears) 13 km 13km NW of Merlin / Double Magi
Slide 9: Hawkstone Ni-Cu-Co Project
Hawkstone Ni-Cu-Co Project Hawkstone Ni-Cu-Co Project ● ~850km2 ● ~30km of the prospective Ruins Dolerite ● Buxton / IGO JV Merlin / Double Magic discovery 1km from tenement boundary ● High tenor ave. 8%Ni = ~24g/t Au ● NEW Dogleg nickel discovery (Quick Shears) 13km NW of Merlin / Double Magic1: 23
Slide 10: Hawkstone Ni-Cu-Co Project
Hawkstone Ni-Cu-Co Project Hawkstone Ni-Cu-Co Project ● ~850km2 ● ~30km of the prospective Ruins Dolerite ● Recently acquired Falcon Gravity Gradiometer / magnetic survey ● Setting up for exploration success ● Buxton / IGO JV Merlin / Double Magic discovery 1km from tenement boundary ● High tenor av
Slide 11: Hawkstone Ni-Cu-Co Project
Hawkstone Ni-Cu-Co Project Hawkstone Gravity Nova Gravity Nova discovery intercept: • 4m at 3.8% Ni and 1.42% Cu1 1Bennett, M., et. al,., 2014, Motive, Means, and Opportunity: Key Factors in the Discovery of the Nova-Bollinger Magmatic Nickel-Copper Sulfide Deposits in Western Australia, SEG Special
Slide 12: Hawkstone Ni-Cu-Co Project – Voisey's Bay Analogy
Hawkstone Ni-Cu-Co Project – Voisey’s Bay Analogy Hawkstone Ni-Cu-Co Project ● ~850km2 ● ~30km of the prospective Ruins Dolerite ● Buxton / IGO JV Merlin / Double Magic discovery 1km from tenement boundary ● High tenor ave. 8%Ni ● Magmatic nickel deposits form by ascending magma acquiring sulphur fr
Slide 13: Hawkstone Ni-Cu-Co Project – Voisey's Bay Analogy
Hawkstone Ni-Cu-Co Project – Voisey’s Bay Analogy Voisey’s Bay Long Section Hawkstone Ni-Cu-Co Project ● ~600km2 ● ~30km of the prospective Ruins Dolerite ● Buxton / IGO JV Merlin discovery ?? 1km from tenement boundary ● High tenor ave. 8%Ni ● If the Merlin discovery equates to the Discovery Hill Z
Slide 14: Stavely Project
Stavely Project 14
Slide 15: Stavely Project
Stavely Project ● First-mover position – largest and most strategic tenement holding in the Stavely Volcanic Belt, western Victoria ● Discovery– outstanding shallow high-grade copper-gold-silver discovery (September 2019), the Cayley Lode ● Cayley Lode MRE1 – 9.3Mt at 1.23% Cu, 0.23g/t Au and 7.1g/t
Slide 16: Cayley Lode Mineral Resources
Cayley Lode Mineral Resources 16
Slide 17: Cayley Lode Mineral Resource Estimate
Cayley Lode Mineral Resource Estimate ● Magma / Butte copper lode-style system – outstanding exploration target never before seen in Australia ● 9.3Mt at 1.23% Cu, 0.23g/t Au and 7.1g/t Ag1 Indicated Inferred 38% 62% 300m Deep ● Open Pit Mineral Resources within open pit shell optimised at US$6/lb ●
Slide 18: Underground Potential
S - FINDING THE COPPER THE WORLD NEEDS FOR A LOW-CARBON FUTURE
Slide 19: Cayley Lode Discovery – Amenable to Open Pit and UG
Cayley Lode Discovery – Amenable to Open Pit and UG SMD087 ● 87m @ 1.74% Cu, 0.57g/t Au and 20g/t Ag, incl. ● 24m @ 4.19% Cu, 1.27g/t Au and 53g/t Ag, and ● 9m @ 4.09% Cu, 1.83g/t Au and 39g/t Ag Typical of most Cayley Lode intercepts: – a large intercept amenable to open pit bulk mining, and - mult
Slide 20: Current Programs – How do we see this as a possible development?
Current Programs – How do we see this as a possible development? Option 1 A Phase-1 open pit based on high-grade structurally-controlled mineralisation drives an open pit that also captures 18Mt at 0.4% copper in the chalcocite-enriched blanket. Followed by a Phase-2 underground is developed from th
Slide 21: Stavely Regional Exploration
Stavely Regional Exploration 21
Slide 22: Regional Exploration – Massive Opportunity for Discovery
Regional Exploration – Massive Opportunity for Discovery ● Full range of discovery opportunities associated with the ancient Stavely Volcanic Arc 5-7km Fairview Deep Porphyry 22
Slide 23: Regional Exploration – Massive Opportunity for Discovery
Regional Exploration – Massive Opportunity for Discovery ● Despite previous exploration by industry ‘top dogs’ Newcrest, Rio Tinto, CRA Exploration and North Limited, Stavely Minerals has a ‘first mover’ advantage ● +1,000km2 of tenure covering ~115km of porphyry- prospective volcanic arc segments ●
Slide 24: Ground Gravity – Thursday's Gossan Alteration / Gravity Low
Ground Gravity – Thursday’s Gossan Alteration / Gravity Low 24
Slide 25: Falcon gravity gradiometer
Falcon™ gravity gradiometer image 25
Slide 26: Regional Exploration – Massive Opportunity for Discovery
Regional Exploration – Massive Opportunity for Discovery ● The team has identified 19 regional targets and have active aircore and soil auger programmes ● All of the regional targets are under younger (~10Ma) basalt cover or tertiary transported cover ● Already made a ‘blind’ porphyry discovery unde
Slide 27: Emerging Discovery? – The S41 Prospect
Emerging Discovery? – The S41 Prospect Magnetics Gravity S41 Prospect Aircore ● 4m at 2.21g/t gold from 96m drill depth, including: ● 2m at 3.92g/t gold from 98m in aircore drilling ● Large 2km alteration zone ● Strongly anomalous base metals and pathfinder geochemistry See ASX announcement 19/04/20
Slide 28: Emerging Discovery? – The S41 Prospect
Emerging Discovery? – The S41 Prospect S41 Diamond Drill Hole ● 1m at 2.16g/t Au from 282m drill depth ● 37m at 0.10g/t Au, including: ● 2m at 0.56g/t Au from 320m, and ● 5m at 24.3g/t Ag from 353m ● Gold and silver in the system ● Breccia-hosted systems host notoriously inconsistent gold mineraliza
Slide 29: Emerging Discovery? – The S41 Prospect
Emerging Discovery? – The S41 Prospect S41 Diamond Drill Hole ● 1m at 2.16g/t Au from 282m drill depth ● 37m at 0.10g/t Au, including: ● 2m at 0.56g/t Au from 320m, and ● 5m at 24.3g/t Ag from 353m ● Gold and silver in the system ● Breccia-hosted systems host notoriously inconsistent gold mineraliza
Slide 30: Emerging Discovery? – The Northern Flexure Prospect
Emerging Discovery? – The Northern Flexure Prospect Northern Flexure Prospect ● First drill programme ● 20m at 33.2g/t silver from 12m drill depth, including: ● 2m at 169g/t silver from 98m ● Similar ultramafic contact setting to the Cayley Lode See ASX announcement 19/04/2023 and available from www
Slide 31: Junction – Massive Opportunity for Additional Discovery
Junction 1 – Massive Opportunity for Additional Discovery Junction 1 Prospect ● 2km south of the Cayley Lode ● Largest and highest grade soil anomaly in the project ● Restricted access over the past 15 years ● Aircore drill results including 35m at 3.4% Cu from 24m See Stavely Minerals Prospectus an
Slide 32: Toora Road
Toora Road Toora Road Prospect ● Same magnetic trend as the Cayley Lode and the Northern Flexure prospect (left image) ● Historic aircore drill intercept (CRA): 15m @ 1.28g/t Au, 11g/t Ag, 0.26% Cu, 0.94% Pb and 0.10% Zn immediately north of a prominent gravity low (right image) See Stavely Minerals
Slide 33: New Regional Porphyry Targets
New Regional Porphyry Targets 33
Slide 34: Regional Exploration – Massive Opportunity for Discovery
Regional Exploration – Massive Opportunity for Discovery ● Soil geochemistry analysis by Dr Dan Cole, Fathom Geophysics ● Utilises vertical metals zonation model above porphyry systems See ASX announcement 3/10/2021 and available from www.stavely.com.au 34
Slide 35: Regional Exploration – Massive Opportunity for Discovery
Regional Exploration – Massive Opportunity for Discovery ● S2 and especially S3 porphyry targets are associated with gravity lows, consistent with hydrothermal alteration related gravity lows at Thursday’s Gossan porphyry, The Northern Flexure, Toora Road prospects and the Toora West porphyry. See A
Slide 36: Work Programme
Work Programme 36
Slide 37: 12-month Work Programme
12-month Work Programme ACTIVITY Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Jul-24 Aug-24 Sep-24 Oct-24 Stavely Project Thursday's Gossan Prospect Regional Porphyry Target Aircore drilling Toora Road Prospect Diamond drilling gravity low Junction 1 Prospect Aircore drilling S41 Au-Ag Pr
Slide 38: Copper and Nickel …the Ultimate "Future-Facing" Commodities
Copper and Nickel …the Ultimate “Future-Facing” Commodities In order to migrate to a low-carbon economy and provide alternative energy solutions, certain strategic minerals are required to build the wind 3.6 tonnes of copper for every MW of wind farms, solar farms, electric vehicles 4 x more copper
Slide 39: Copper and Nickel…Compelling Market Fundamentals
Copper and Nickel…Compelling Market Fundamentals There are very few high-quality projects coming on stream in first world jurisdictions Escondida, the world’s largest copper mine: • 1.72% Cu average head grade in 2007 • 0.52% Ore Reserve grade in 2019 CRU estimates a 15 million tonne copper supply d
Slide 40: Corporate Summary
Corporate Summary CAPITAL STRUCTURE 12-month Share Price to 12 October 2023 ASX Ticker SVY $0.35 3,000,000 Close Volume Share Price (12/10/23) $0.069 $0.30 2,500,000 Shares on Issue1 377M $0.25 Cash (30/06/23)2 $1.7M 2,000,000 $0.20 Market Capitalisation $26M 1,500,000 Management and Staff ~10% equi
Slide 41: Summary – Key Investment Takeaways
Summary – Key Investment Takeaways ✓ First-mover position (+1,000km2) in a potential emerging copper province ✓ Discovery of structurally-controlled high-grade lode-style copper-gold-silver mineralisation similar to the Magma (Arizona) and Butte (Montana) deposits ✓ Initial Mineral Resource estimate
Slide 42: Contact Us: Stavely Minerals Limited
Contact Us: Stavely Minerals Limited Level 1, 168 Stirling Highway Nedlands WA 6009 www.stavely.com.au info@stavely.com.au Ph: 08 9287 7630 The information in this presentation is extracted from information available to view on www.stavely.com.au. The Company confirms that it is not aware of any new
Slide 43: Mineral Resources Classifications
Mineral Resources Classifications Table 1. Cayley Lode Initial Mineral Resource estimate Cut-off Grade Cont. Grade Cont. Grade Cont. Resource Resource Tonnes Material Category (Mt) Cu (Cu %) (Cu %) (Au g/t) Au (oz) (Ag g/t) Ag (oz) (Mlbs) Primary Indicated 0.2 5.87 1.04 134.4 0.23 43,407 7 1,321,074
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