Australian Silica Quartz Group Limited · ASX:ASQ
Australian Silica Quartz — Investor Presentation (November 2020)
18 slides from Australian Silica Quartz's investor presentation, Nov 5, 2020
Slide 1: Investor Presentation: Emerging Opportunities & Multi Commodity Exposure
For personal use only Investor Presentation ASX:ASQ Emerging Opportunities & Multi Commodity Exposure Nov 2020 1
Slide 2: Important Notice
Important Notice For personal use only No invitation or recommendation to buy or sell This presentation is not an invitation, offer or recommendation (express or implied) to subscribe for, or apply for the purchase of, or to take any other action in respect of securities of any entity described here
Slide 3: Multi Commodity Exposure: Company Highlights
Multi Commodity Exposure COMPANY HIGHLIGHTS For personal use only Ni Cu PGE’s PROJECTS PROJECT LOCATIONS • Julimar Complex (DevEx JV) • South Stirling Project SILICA PROJECTS • Albany Silica Sand Project • Gingin Silica Sand Project • Esperance Silica Sand Project • Hard Rock Quartz & R&D BAUXITE •
Slide 4: Corporate Overview
CORPORATE OVERVIEW For personal use only Board and Management ASQ Share Price and Volume – Last 12 months Robert Nash - B.Juris, LLB Chairman Sam Middlemas - B.Comm, PGrad DipBus, CA CEO & Company Secretary Luke Atkins - LLB Non Exec. Director Neil Lithgow - MSc, F.Fin, M.AusIMM Non Exec. Director P
Slide 5: Priority Projects Moving Forward
PRIORITY PROJECTS MOVING FORWARD For personal use only JULIMAR COMPLEX ASQ/DEVEX 50:50 JV - PGE’S, NICKEL & COPPER • DevEx to complete ground Moving Loop EM to further delineate airborne conductors Q4 2020 • RC / Diamond Drilling Coming months • Free carry for first $3m expenditure while DevEx earns
Slide 6: Julimar Complex ASQ/DevEx JV - PGE's, Ni & Cu
JULIMAR COMPLEX ASQ/DEVEX JV - PGE’S, Ni & Cu For personal use only ASQ DevEx 50/50 JV ASQ has entered into a joint venture with DevEx Resources, ASX:DEV, on ASQ’s 100% owned E70/3405 ASQ/DevEx located along strike from Chalice Gold Mines nickel 50:50 JV area copper platinum group elements Julimar d
Slide 7: Julimar Complex ASQ/DevEx JV - PGE's, Ni & Cu
JULIMAR COMPLEX ASQ/DEVEX JV - PGE’S, Ni & Cu For personal use only • New airborne electromagnetics identify three extensive “clusters” of EM conductors – Mackenzie, Kingsley and Hudson primarily within ASQ DevEx JV tenement E70/3405 • The AEM survey was flown on 200m spaced east- west flight lines
Slide 8: South Stirling Nickel/Copper Project
SOUTH STIRLING NICKEL/COPPER PROJECT For personal use only South Stirling Albany Fraser Ni/Cu Project • Consists of four exploration license applications over the Biranup Zone of the Albany-Fraser Orogen total area applied for is 1,603 km2. • Preliminary review of existing exploration data includes
Slide 9: South Stirling Nickel Copper
SOUTH STIRLING NICKEL COPPER For personal use only • Area includes an anomalous drill hole from a 2015 Iluka Exploration Pty Ltd (“Iluka”) mineral sands exploration program. Iluka drilled 39 broad spaced air-core holes within the application area looking for mineral sand deposits in the overlying te
Slide 10: Albany White Hill Silica
ALBANY WHITE HILL SILICA For personal use only The Albany silica tenements indicate the potential to be a core component of company’s long- term silica sand strategy • Exploration and Mining Land Access Agreement recently signed on key tenement • Drilling program planned for late 2020 to define a JO
Slide 11: Gingin Silica
GINGIN SILICA For personal use only The Gingin region hosts the economically important high grade Bassendean sand formation 11MT JORC • Adjacent to Hanson Australia existing long-term bulk silica sand export operation Resource Gingin ASQ / Urban Resources Production Agreement ASQ has entered into an
Slide 12: Esperance Silica
ESPERANCE SILICA For personal use only • Esperance Silica Sand Project consists of two granted exploration licences within 30- 60km of the Port of Esperance • Roadside grab samples have returned encouraging results • Tenements located in close proximity of port and large regional town of Esperance •
Slide 13: Hard Rock Quartz
HARD ROCK QUARTZ For personal use only Hard Rock Quartz • The Company has two application exploration licences in the South West of Western Australia and three granted exploration permits in Far North Queensland covering known quartz deposits with the potential to contain high purity silica. • ASQ’s
Slide 14: Research and Development - High Purity Quartz
RESEARCH AND DEVELOPMENT – HIGH PURITY QUARTZ For personal use only R&D High Purity Quartz • The Company is undertaking a research and development program investigating innovative processing techniques that could yield high purity product from high grade silica sand or hardrock quartz material. • Te
Slide 15: Bauxite Darling Range
BAUXITE DARLING RANGE For personal use only Joint Venture • ASQ has entered into a fully funded joint venture with HD Mining & Investments Pty Ltd (HD). • 95Mt of bauxite resources have been identified within the JV area. • HD is currently fully funding the project into order to earn a 40% interest
Slide 16: Bauxite Royalty - 100Mt @ 0.9% FOB
BAUXITE ROYALTY – 100MT@0.9%FOB For personal use only • Following the sale of the Bauxite Alumina Joint Venture Project to the Yankuang Group a royalty was negotiated on future bauxite sales from the project of 0.9% of FOB price payable to ASQ. • The Yankuang Group Felicaitas-Fortuna Bauxite Project
Slide 17: Whats Next
WHATS NEXT…. For personal use only JULIMAR COMPLEX Q4 2020 JV to complete Ground Moving ✓ ASQ/DEVEX 50:50 Airborne EM Loop EM to further delineate RC / Diamond JV - PGE’S, NICKEL Drilling conductors identified by & COPPER airborne EM Q2 –Q4 2021 Q4 2020 - Q1 Q4 2020 Mining lease 2021 Q2 – Q4 Vacuum
Slide 18: Contact Us
For personal use only CONTACT US Registered Office and Principal Place of Business Suite 10 / 295 Rokeby Road SUBIACO WA 6008 T: +61 8 9200 8200 F: +61 8 9200 8299 W: www.asqg.com.au E: admin@asqg.com.au 18 www.asqg.com.au
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