NH3 Clean Energy Limited · ASX:NH3
NH3 Clean Energy — Lamboo Resources — Shareholder Meeting (December 2014)
19 slides from NH3 Clean Energy's shareholder meeting presentation, December 2014
Slide 1: AGM Presentation December 2014
AGM Presentation December 2014
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: Summary
SUMMARY MARKET LED model LOGISTICS for market access SUPERB NICHE TECH markets not driven by price sensitivity but function
Slide 4: Corporate Snapshot
CORPORATE SNAPSHOT Directors Neville Miles – Non-Executive Chairman • COO Invicara. • Formerly Senior Manager at Siemens Richard Trevillion – Managing Director • Formerly a director at CloseBrothers (M&A/ECM/Corporate Finance), London • Formerly a solicitor at Simmons & Simmons, London • Founder wit
Slide 5: Graphite Facts
LAMBOO ... developing high purity flake for new technologies Low purity flake graphite cannot be used in the production of most new technologies 2@E ax HIGH PURITY FLAKE GRAPHITE IS IN VERY SUPPLY LAMBOO'S GRAPHITE CONFIRMED AS ONLY CAN BE USED IN THE PRODUCTION OF THESE
Slide 6: Graphite Market
... Aeveloping high purity flake for new technologies GRAPHITE MARKET GRAPHITE DEMAND A $1 2 BI LLION AMORPHOUS 4 MARKET ~ 3.0 ~ with mart & green technology CHINA CURRENTLY 25 == Without smart & green technology PRODUCES ABOUT 20 OF THE WORLD'S we GRAPHITE 1.0 e Low-carbon amorphous Diminishing fla
Slide 7: McIntosh Flake Graphite Project
McINTOSH FLAKE GRAPHITE PROJECT • Additional EM anomalies at the Black Rock and Panton projects indicate an additional 35 km of strong EM anomalies. • Total strike length potential for flake graphite now in the range of 30 to 50 km.
Slide 8: Target 1
EN U LAMBOO _.. developing high purity flake for new technologies Ti - Resource of 7 7.43Mt @ 4.73 TGC GC LAMBOO RESOURCES & Drill Collar aes aac Strong | \.. Track . Survey Flight Line ‘ —— Tenement Boundary Woo I
Slide 9: Target 5
oN U LAMBOO ... developing high purity flake for new technologies CG LAMBOO RESOURCES Drill Collar Pe ebonee Strong fe 4 « Track od Survey Flight Line —— Tenement Boundary weak L2010.N é »~
Slide 10: Target 6
“#8 re) LAMBOO RESOURCES (3 Drill Collar EM Respoites y Strong .. Track ~ \ Survey Flight Line —— Tenement Boundary weak lal
Slide 11: McIntosh Metallurgy
McINTOSH METALLURGY Graphite % Mean Flake Size Max Flake Size Target MGA East MGA North Observed (μm) (μm) Target 1 382773 8047837 7 50 100 Target 1 382802 8047959 10 50 100 Target 1 382732 8047866 5 20 120 Target 2 384355 8050299 6 80 120 Target 1 383022 8048378 6 50 150 Target 2 384531 8050154 8 5
Slide 12: McIntosh Metallurgy
McINTOSH METALLURGY Scanning Electron Microscopy McIntosh Flake v Market Leaders Flake McIntosh Flake Graphite Competitors Synthetic Flake Graphite Concentrate - Target 6 Concentrate currently being used in (90.5% TGC) Li-ion batteries (90.1% TGC)
Slide 13: Australian Infrastructure
AUSTRALIAN INFRASTRUCTURE • The Port of Wyndham is the only deep water port between Broome and Darwin and lies just 280km from the McIntosh Project via the Great Northern Highway and has available capacity.
Slide 14: Next Steps
NEXT STEPS VTEM INTERPRETATION RESULTS • Target 1, 5 and 6 complete, with the remaining results expected in the coming weeks. The VTEM data / interpretation will be used to estimate an exploration target for the project area as well as prioritise future targeted drilling. SCOPING STUDY • Work is con
Slide 15: South Korea Assets
SOUTH KOREA ASSETS 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 •
Slide 16: Korea Infrastructure
KOREA INFRASTRUCTURE • 15 minutes to the Port of Dangjin • One of the largest global industrial zones
Slide 17: Lamboo's Partners
LAMBOO’S PARTNERS • LMB is one of small number of global graphite juniors with more than 1 commercial deal ie CRR and CSH: a number that’s likely to increase • CSH is a leading processor of flake graphite and already processed LMB’s flake • Supply arrangements 50,000 tonnes per annum at market contr
Slide 18: Conclusion
CONCLUSION NICHE high value combination POSITIONED to meet the explosive market demands of the LITHIUM ION BATTERY and renewable energy markets
Slide 19: Competent Persons Statements – Western Australia
Competent Persons Statements – Western Australia Information in this “Company Presentation” relating to Exploration Results and geological data at the McIntosh Project has been compiled by the Head of Operations at Lamboo Resources Ltd, Mr. Anthony (Tony) Cormack who is a Member of the Australasian
Lamboo Resources — Shareholder Meeting (December 2014) on 6ix