Tanami Gold Nl · ASX:TAM
Tanami Gold Nl — Investor Presentation (November 2011)
37 slides from Tanami Gold Nl's investor presentation, Nov 2, 2011
Slide 1: Production, Performance, Profit…
For personal use only ASX:TAM Production, Performance, Profit… November 2011
Slide 2: Corporate
Corporate ASX Code: TAM Value For personal use only Shares on Issue1 261.0 million Range (12 month) A$0.76 – A$1.17 Market Cap (A$1.00) 2 A$261.0 million Cash and cash equivalents A$5.3 million3 Debt A$30.7 million3 Enterprise Value A$286 million 1. Excludes out of the money options 2. Share price a
Slide 3: Board & Senior Management
Board & Senior Management Board/Management Member Experience For personal use only Denis has extensive experience in the management of exploration and mining companies. Prior to establishing Denis Waddell – Non Exec Chairman Tanami Gold NL in 1994, Denis was Finance Director of the Metana Minerals N
Slide 4: Tanami Gold NL - Key Assets
For personal use only Tanami Gold NL - Key Assets The Tanami Trio – Immediate cash flow, substantial production growth, outstanding exploration potential 4
Slide 5: Project Snapshots
Project Snapshots Western Tanami Operations (100%) Central Tanami Project (100%) For personal use only Resources1 3,104,000t @ 5.4g/t for 538,000oz 21,277,000t @ 3.0g/t for 2,031,000oz Resource1 Approx. 55% Measured and Indicated Approx. 70% Measured and Indicated Class Operations Open pit and under
Slide 6: Western Tanami – Coyote Operations
Western Tanami – Coyote Operations Coyote mining operations the centre of activity for the For personal use only Western Tanami tenements Bald Hill open pit operations located 35kms north of Coyote operations Coyote underground Resource1 880kt @ 11.0g/t 312,000oz Coyote – high grade undergro
Slide 7: Western Tanami - Bald Hill Operations
Western Tanami - Bald Hill Operations Mining recommenced in late Nov’10 from 2 open pits: For personal use only 1. Sandpiper 2. Kookaburra Bald Hill Resource1 2.1Mt @ 3.2g/t 220,000oz [30 Sept’11] Host rocks equivalent to Dead Bullock Formation Recent exploration success highlights significa
Slide 8: Bald Hill - Sandpiper Underground Potential
Bald Hill - Sandpiper Underground Potential Outstanding underground For personal use only growth potential: 15.1m @ 6.1g/t Au incl 8.8m @ 9.5g/t 5.0m @ 7.3g/t Au 11.0m @ 4.9g/t Au incl 0.8m @ 34.2g/t 1 4.7m @ 4.8g/t Au 2.6m @ 30.1g/t Au incl 0.6m @ 118.1g/t 6.3m @ 6.2g/t Au Open down plunge…….. The
Slide 9: Western Tanami Exploration Potential
For personal use only Western Tanami Exploration Potential Multiple open pit and underground targets to test, all within trucking distance of the Coyote treatment plant. Exploration Budget $3-5M for 2011-12 The Tanami Trio – Immediate cash flow, substantial production growth, outstanding explora
Slide 10: Central Tanami - Key Growth Driver
Central Tanami - Key Growth Driver For personal use only The Tanami Trio – Immediate cash flow, substantial production growth, outstanding exploration potential 10
Slide 11: Central Tanami Project
Central Tanami Project Acquired from Newmont in March 2010 for $22M. Central Tanami acquisition included: For personal use only ~ 2.1Moz historic production 0.5Mozs JORC Resource (2010) The resource of >0.5Moz was acquired for zero 1.2Mtpa treatment plant value - alternatively the ounces wer
Slide 12: Central Tanami Tenement Plan
For personal use only Central Tanami Tenement Plan The Tanami Trio – Immediate cash flow, substantial production growth, outstanding exploration potential 12
Slide 13: Central Tanami Schematic Long Section
For personal use only Central Tanami Schematic Long Section The Tanami Trio – Immediate cash flow, substantial production growth, outstanding exploration potential 13
Slide 14: Central Tanami Schematic Long Section
For personal use only Central Tanami Schematic Long Section The Tanami Trio – Immediate cash flow, substantial production growth, outstanding exploration potential 14
Slide 15: Groundrush Open Pit – ML 22934
For personal use only Groundrush Open Pit – ML 22934 The Tanami Trio – Immediate cash flow, substantial production growth, outstanding exploration potential 15
Slide 16: Groundrush Resource Growth – Jan 2011
For personal use only Groundrush Resource Growth – Jan 2011 The Tanami Trio – Immediate cash flow, substantial production growth, outstanding exploration potential 16
Slide 17: Groundrush Resource Growth – April 2011
For personal use only Groundrush Resource Growth – April 2011 The Tanami Trio – Immediate cash flow, substantial production growth, outstanding exploration potential 17
Slide 18: Groundrush Resource Growth – Sept 2011
For personal use only Groundrush Resource Growth – Sept 2011 The Tanami Trio – Immediate cash flow, substantial production growth, outstanding exploration potential 18
Slide 19: Groundrush Resource Growth – Sept 2011
For personal use only Groundrush Resource Growth – Sept 2011 The Tanami Trio – Immediate cash flow, substantial production growth, outstanding exploration potential 19
Slide 20: Groundrush Proposed Mine Plan
For personal use only Groundrush Proposed Mine Plan The Tanami Trio – Immediate cash flow, substantial production growth, outstanding exploration potential 20
Slide 21: Groundrush Planned Infrastructure
For personal use only Groundrush Planned Infrastructure The Tanami Trio – Immediate cash flow, substantial production growth, outstanding exploration potential 21
Slide 22: Exploration Potential of Groundrush Dolerite
For personal use only Exploration Potential of Groundrush Dolerite The Tanami Trio – Immediate cash flow, substantial production growth, outstanding exploration potential 22
Slide 23: Schematic Long Section – Hurricane Repulse
For personal use only Schematic Long Section – Hurricane Repulse The Tanami Trio – Immediate cash flow, substantial production growth, outstanding exploration potential 23
Slide 24: Carbine Deposit
For personal use only Carbine Deposit The Tanami Trio – Immediate cash flow, substantial production growth, outstanding exploration potential 24
Slide 25: Central Tanami Exploration Potential
For personal use only Central Tanami Exploration Potential Over 100kms of Mt Charles & MacFarlane Peak Formation to test [to date mostly very shallow <50 metre drilling] All clearances in place to commence drilling on the exploration licences [Central Tanami exploration budget 2011- 12 $10M] P
Slide 26: Tanami Gold NL - Development Schedule
For personal use only Tanami Gold NL - Development Schedule Completed Completed Completed Nearing Completion The Tanami Trio – Immediate cash flow, substantial production growth, outstanding exploration potential 26
Slide 27: Resource Growth Since 2009
For personal use only Resource Growth Since 2009 The Tanami Trio – Immediate cash flow, substantial production growth, outstanding exploration potential 27
Slide 28: Company Highlights
For personal use only Company Highlights Tanami Gold NL is an Australian gold company - 100% of assets in Australia Current Resources - 2.6Mozs Au1 Current Reserves - 0.4Mozs Au2 Western Tanami Operations 2011-12 production forecast +50,000oz Central Tanami Project production target 50,000
Slide 29: Any Questions?
For personal use only ASX:TAM ANY QUESTIONS? Production, Performance, Potential… Building a 200,000oz per annum Australian gold producer The Tanami Trio – Immediate cash flow, substantial production growth, outstanding exploration potential November 2011
Slide 30: Disclaimer & Competent Person's Statement
Disclaimer & Competent Person’s Statement Disclaimer & Forward-Looking Statements For personal use only Certain statements contained in this presentation, including information as to the future financial or operating performance of Tanami Gold NL and its projects, are forward-looking statements. S
Slide 31: Total Tanami Gold NL Ore Reserves as at March 2011
Total Tanami Gold NL Ore Reserves as at 31 March 2011 Reserve Category For personal use only Project Proven Probable Total Tonnes Grade Ounces Tonnes Grade Ounces Tonnes Grade Ounces WT 84,100 10.5 28,500 692,600 4.7 104,400 776,700 5.3 132,900 CT 355,000 5.5 62,400 1,689,000 2.9 159,000 2,044,000 3
Slide 32: Central Tanami Project Ore Reserves as at March 2011
Central Tanami Project Ore Reserves as at 31 March 2011 Reserve Category For personal use only Mineral Lease Proven Probable Total Tonnes Grade Ounces Tonnes Grade Ounces Tonnes Grade Ounces MLS153 - - - 363,100 2.4 27,500 363,100 2.4 27,500 MLS167 355,000 5.5 62,400 120,500 5.4 21,100 475,500 5.5 8
Slide 33: Western Tanami Project Mineral Reserves as at March 2011
Western Tanami Project Mineral Reserves as at 31 March 2011 For personal use only Reserve Category Deposit Proven Probable Total Tonnes Grade Ounces Tonnes Grade Ounces Tonnes Grade Ounces Coyote 84,100 10.5 28,500 231,600 8.4 62,400 315,700 9.0 90,900 Sandpiper - - - 53,000 3.0 5,000 53,000 3.0 5,0
Slide 34: Tanami Gold NL Mineral Resources as at September 2011
Tanami Gold NL Mineral Resources as at 30 September 2011 Resource Category For personal use only Project Measured Indicated Inferred Total Tonnes Grade Ounces Tonnes Grade Ounces Tonnes Grade Ounces Tonnes Grade Ounces WT 497,000 5.5 88,000 1,214,000 6.5 255,000 1,393,000 4.3 194,000 3,104,000 5.4 5
Slide 35: Central Tanami Project Mineral Resources by tenement
Central Tanami Project Mineral Resources by tenement as at 30 September 2011 Resource Category Mineral Measured Indicated Inferred Total For personal use only Lease Tonnes Grade Ounces Tonnes Grade Ounces Tonnes Grade Ounces Tonnes Grade Ounces MLS153 1,051,000 2.2 73,000 3,046,000 2.2 217,000 849,0
Slide 36: Western Tanami Project Mineral Resources as at September 2011
Western Tanami Project Mineral Resources as at 30 September 2011 Resource Category For personal use only Measured Indicated Inferred Total Deposit Tonnes Grade Ounces Tonnes Grade Ounces Tonnes Grade Ounces Tonnes Grade Ounces Coyote * 78,000 25.6 64,000 473,000 11.5 174,000 329,000 7.0 74,000 880,0
Slide 37: Tanami Gold NL Mineral Resources as at March 2011
Tanami Gold NL Mineral Resources as at 31 March 2011 Resource Category For personal use only Measured Indicated Inferred Total Project Tonnes Grade Ounces Tonnes Grade Ounces Tonnes Grade Ounces Tonnes Grade Ounces WT 260,000 9.5 79,700 1,478,000 5.9 281,000 1,380,000 4.4 194,000 3,119,000 5.5 554,7
Tanami Gold NL — Investor Presentation (November 2011) on 6ix