Apollo Minerals Limited · ASX:AON
Apollo Minerals — Investor Presentation (May 2009)
45 slides from Apollo Minerals's investor presentation, Jun 9, 2009
Slide 1: Apollo Minerals Limited - An Australian Iron Ore Company
For personal use only Apollo Minerals Limited 阿波罗矿业有限公司 An Australian Iron Ore Company/澳大利亚铁矿公司 May 2009 2009 年5月 Level 10, 1 Margaret Street, Sydney, NSW 2000, Australia PO Box R933, Royal Exchange, NSW 1225, Australia Phone: +61 2 9299 8870 Fax: +61 2 9262 2885 richardsealy@apollominerals.com.au
Slide 2: 重要告示 免责声明
重要告示 免责声明 For personal use only 此报告是阿波罗矿业有限公司（后称“阿波罗”或“公司”）所准备的材料。这份报告不能被认作是一个邀 请认购、邀请出价或者认购公司证券的文件。阿波罗方面不会凭这份报告签署公司证券认购协议。 此报告内有各种预测和对将来发生情况的分析。这并不能保证未来公司的实际业绩就完全按照这些预测 和分析进行，公司的实际运作是受制于不在阿波罗控制范围之内的各种未知因素和风险的。几乎可以肯 定的是，事态发展的方向和实际结果都会与这份报告所描述和预料的会有出入。阿波罗并没有调查本报 告里信息、声明和意见的准确性和完整性。在法律允许的范围内，阿波罗（1）不会以
Slide 3: Important Notice Disclaimer
IMPORTANT NOTICE For personal use only Disclaimer This presentation has been prepared by Apollo Minerals Limited (“Apollo” or the “Company”). It should not be considered as an offer or invitation to subscribe for, or purchase any, securities in the Company or as an inducement to make an offer or inv
Slide 4: 项目扼要
项目扼要 For personal use only 是一家在悉尼股票交易所上市的澳大利亚铁矿公司 离现有基础设施很近的大型铁矿: 阿波罗公司100% 拥有Mt Oscar项目租约地段 潜力非常大的磁铁矿 8亿吨以上的目标储量 表层可直接采挖，深层可露天开采 Commonwealth 山项目 (100%) 在南澳Gawler Craton地区拥有6 个租约地段 与Western Plains Resources有限公司有合资项目 4
Slide 5: Executive Summary
EXECUTIVE SUMMARY For personal use only ASX listed Australian Iron Ore Company Large Iron Ore deposit located close to existing infrastructure: Apollo Mt Oscar Project tenements (100%) Prospective for magnetite iron ore 800Mt global target deposit Outcrops at surface open at depth Comm
Slide 6: 公司简介
公司简介 For personal use only 资本结构 (ASX :AON) 集资战略简介 一般股 103.2m 为增加股票持有人的收益最大限度地提升公司资产的价 值 目前价格 A$0.195 市场集资 (30 day VWAP) A$20.5m 购入澳大利亚其它地区的铁矿，并使这些铁矿不断增值. 上市大宗认购 (截止日期: 31.7.09) 47.1m 不断完善项目，加强从精密勘探到开发生产的各个环节 的管理工作并以此作为增值的手段 未上市大宗认购 (截止日期 2011/2012) 31.9m 现金 (2009年3月31日) A$3.3m 12 个月股票价格波动幅度(高/
Slide 7: Corporate Overview
CORPORATE OVERVIEW For personal use only Capital Structure (ASX :AON) Strategy Summary Ordinary shares 103.2m To maximise the value of the Company’s assets for the benefit of its shareholders Current Price A$0.195 Market Capitalisation (30 day VWAP) A$20.5m To acquire and improve the value of ir
Slide 8: 管理团队
管理团队 For personal use only Richard Sealy – 董事总经理 Sealy先生过去三十年来曾担任过数家澳大利亚、新西兰和英国公私营企业的财务总监、董事总经 理和董事局主席 。Sealy先生在采矿业的职业生涯始于1980年代初，担任Mineral Resources有限公 司的总经理。该公司重新开发了新西兰Waihi Martha山的金矿项目。Sealy先生在集资方面有丰富 的经验，主持过新西兰石油天然气NL的上市项目和United Resources投资控股有限公司上市项目 Sealy 先生作为上市公司的董事已经有25年的历史，其专长是为新成立或被
Slide 9: Management Team
MANAGEMENT TEAM For personal use only Richard Sealy – Managing Director Mr Sealy has over the last 30 years held positions as financial director, managing director or chairman of a number of public and private companies in Australia, New Zealand and the United Kingdom. Mr Sealy‟s mining experien
Slide 10: 管理团队 (续)
管理团队 (续) For personal use only John Bridson – 地质专家 Bridson是毕业于新西兰Waikato大学、持有硕士学位的地质学专家。他是澳大利亚矿业和冶金业 学会以及澳大利亚金融服务学会的会员。 Bridson 先生有25年的勘探工作经验，主要是在铁矿、金矿和其他基本金属领域。作为跟大型铁 矿开采企业如Mt Gibson铁矿有限公司、Portman有限公司等多年合作的结果，他在铁矿勘探方面 的能力特别突出，他最近负责的一个勘探项目是Sinosteel Midwest 的项目。 在九十年代， Bridson 先生还在Herald资源公司作为
Slide 11: Management Team (continued)
MANAGEMENT TEAM (continued) For personal use only John Bridson – Consulting Geologist Mr Bridson is a geologist with a Master‟s of Science from the University of Waikato in New Zealand. He is a member of Australian Institute of Mining and Metallurgy and the Financial Services Institute of Austra
Slide 12: 管理团队 (续)
管理团队 (续) For personal use only Roderick Smith – 特别顾问 持有商业学士学位的Smith 先生1977年毕业于西澳大学。他是名注册会计 师，是澳大利亚有价证卷学会的会员。他还专门上过矿业投资分析的研究 生课程，并学习过地质学. Smith先生参加过好几个上市公司董事会，在西澳四个大矿的项目的勘探和 开发上起过重要作用，如他为Windimurra Vanadium矿筹集了三亿澳元的资 金。 Smith 以前还担任过澳大利亚贵金属有限公司的董事总经理。 12
Slide 13: Management Team (continued)
MANAGEMENT TEAM (continued) For personal use only Roderick Smith – Special Advisor Mr Smith is a graduate from the University of Western Australia with a Bachelor of Commerce in 1977. He is a Chartered Accountant and a member of the Securities Institute of Australia. He holds a Diploma in Mining
Slide 14: MT OSCAR项目
For personal use only 14 MT OSCAR项目
Slide 15: Mt Oscar
For personal use only 15 MT OSCAR
Slide 16: MT OSCAR 位置图
For personal use only 16 MT OSCAR 位置图
Slide 17: Mt Oscar Map Location Map
MT OSCAR MAP LOCATION MAP For personal use only 17
Slide 18: MT OSCAR 项目扼要
MT OSCAR 项目扼要 For personal use only 租约地段 E47/1378-I and E47/1379-I 5 年的铁矿勘探执照 8亿吨推断储量， Iron Ore Port 标本平均品质 35到39% Fe 最 高含铁量55.82% Fe 剥采比低和有限的氧化程度 现成港口设施，距离不到30 公里 离现有供水、供电和交通设施 近 紧邻Fox资源公司的Mt Oscar 项目 18
Slide 19: Mt Oscar Overview
MT OSCAR OVERVIEW For personal use only Tenements E47/1378-I and E47/1379-I 5 year iron ore exploration licences Iron Ore Port 800Mt target deposit Average head grade 35 to 39% Fe with highest sample grade 55.82% Fe Low stripping ratio and limited oxidation Established port within 30kms
Slide 20: MT OSCAR 地质构造
For personal use only 20 MT OSCAR 地质构造
Slide 21: Mt Oscar Geology
For personal use only 21 MT OSCAR GEOLOGY
Slide 22: 航空磁探
航空磁探 For personal use only 磁探不规则振幅很高（60000nT)，比周边地区振 幅水平高出很多 TMI 反应高于Cape Lambert地区已探明资源储量 平均值 Fox Areas of higher intensity indicate the potential for higher grade ore Apollo 22
Slide 23: Aeromagnetic Survey
AEROMAGNETIC SURVEY For personal use only Amplitude of magnetic anomalies very high (60,000nT) above ambient levels TMI response higher than the Cape Lambert Deposit Fox Areas of higher intensity indicate the potential for higher grade ore Apollo 23
Slide 24: 全面地质构造分析
全面地质构造分析 For personal use only 整个项目覆盖地区到250米深度推断储量约为8亿吨* Fox Apollo * Total Project Area comprises Fox resources and Apollo Minerals tenements *This estimation is possibly accurate to +/- 25% (giving a range of 600 to 1000 million tonnes) however it should be considered accurate to +/- 50% (a range
Slide 25: Comprehensive Geophysical Interpretation
COMPREHENSIVE GEOPHYSICAL INTERPRETATION For personal use only Total Project Area approximately 800Mt down to 250m * Fox Apollo * Total Project Area comprises Fox resources and Apollo Minerals tenements *This estimation is possibly accurate to +/- 25% (giving a range of 600 to 1000 million tonnes) h
Slide 26: MT OSCAR – 成矿特点
MT OSCAR – 成矿特点 For personal use only 适合于露天采挖作业 垂直矿体 BIF 厚达100米 低剥采比 地表有矿砂 水平状矿脉氧化水平低 估计矿脉下面还有更多 铁矿资源 26
Slide 27: Mt Oscar - Mineralisation
MT OSCAR - MINERALISATION For personal use only Suitable for Open Pit Operation Vertical ore bodies BIF up to 100 metres thick Low stripping ratio Outcropping at surface Minimal oxidation horizon Open at depth 27
Slide 28: MT OSCAR项目与附近的基础设施
MT OSCAR项目与附近的基础设施 For personal use only Cape Lambert的 现有港口距离仅为30 km 铁矿码头设施 距离煤气管道20 km 离电网15 km 离水源15 km 离道路15 km 离Karratha机场40 km 28
Slide 29: Proximity of Mt Oscar to Infrastructure
PROXIMITY OF MT OSCAR TO INFRASTRUCTURE For personal use only Ship Docking and Loadout 30 km from existing ports Facilities at Cape Lambert 20 km from gas pipelines 15 km from power grid 15 km from water 15 km from sealed road 40 km from Karratha airport 29
Slide 30: APOLLO 已完成的勘探工作
APOLLO 已完成的勘探工作 For personal use only 磁性成矿 岩石切面标本分析* 最高的标本品质为 55.82% Fe 22项标本分析显示高于 40% Fe 属同类矿脉里的高品质 *此前曾宣布过分析结果 30
Slide 31: Apollo Completed Exploration
APOLLO COMPLETED EXPLORATION For personal use only Rock chip sampling and Magnetite Mineralization assaying of samples* The highest sample grade 55.82% Fe 22 assays reported over 40% Fe Considered as high for this type of mineralisation *Assay results previously announced 31
Slide 32: APOLLO 下一步勘探计划
APOLLO 下一步勘探计划 For personal use only 勘探/开矿 Mt Oscar项目开钻目标 时间表 Estimated Stage Fox Completion 第一阶段: 钻探 (正在进行) 2009 Apollo 第二阶段: 2010 JORC 资源量估算 第三阶段: 可行性研究与资源最终概算 2011 第四阶段: 2013/14 建矿与生产 注: 上述各个环节工作的开始都取决于资金能否到位 32
Slide 33: Apollo Planned Exploration
APOLLO PLANNED EXPLORATION For personal use only Exploration/Development Initial Mt Oscar Drill Targets Programme Estimated Stage Fox Completion Phase 1: Drilling programme 2009 Apollo (underway) Phase 2: 2010 JORC resource Phase 3: Feasibility study and resource 2011 upgrade Phase 4: 2013/14 Constr
Slide 34: PILBARA地区主要磁铁矿项目
PILBARA地区主要磁铁矿项目 For personal use only Pilbara西部的主要项目与基础设施 Balmoral 项目储量 (十六亿吨) 中钢项目储量(二十到 四十亿吨) Susan Palmer 项目储量( 十亿吨) Cape Lambert 项目储量 (十六亿吨) 34
Slide 35: Major Magnetite Projects in the Pilbara Region
MAJOR MAGNETITE PROJECTS IN THE PILBARA REGION For personal use only West Pilbara Major Projects and Infrastructure Balmoral Deposit (1.6 billion tonnes) Sino Iron Project (2- 4 billion tonnes) Susan Palmer Deposit (1 billion tonnes) Cape Lambert Deposit (1.6 billion tonnes) 35
Slide 36: FOX 资源公司勘探结果
FOX 资源公司勘探结果 For personal use only Fox 报告里的主要DTR 指标 * Fox 资源公司已经宣布: Intersection Drill Hole Head Grade Fe Conc. (metres) 08ORRC015 56.0 35.2% 60.6% 预计资源量为十亿吨 08ORRC017 56.0 36.2% 61.8% 估计铁矿层下面还会有更 08ORRC022 49.0 35.3% 63.5% 多的铁矿资源 08ORRC024 105.0 35.5% 60.9% 冶金测试结果显示铁矿石 08ORRC026 82.0 39.2% 60
Slide 37: Fox Resources Exploration and Results
FOX RESOURCES EXPLORATION AND RESULTS For personal use only Significant DTR Results Fox Resources has Reported by Fox* Announced: Intersection Drill Hole Head Grade Fe Conc. (metres) Target resource of 1 Billion 08ORRC015 56.0 35.2% 60.6% Tonnes 08ORRC017 56.0 36.2% 61.8% Resource remains open a
Slide 38: MT OSCAR 项目小结
MT OSCAR 项目小结 For personal use only 大型目标矿藏 达到可直接出售品质 离港口近 离铁路近 水源充足 离市场近 38
Slide 39: Mt Oscar Summary
MT OSCAR SUMMARY For personal use only Large Target Resource Saleable Concentrate Close to Ports Close to Transport Sufficient Water Proximity to Markets 39
Slide 40: 附件
For personal use only 40 附件
Slide 41: Appendix
For personal use only 41 APPENDIX
Slide 42: COMMONWEALTH 山项目
COMMONWEALTH 山项目 For personal use only Wirrida Complex 与 Sequoia East初步勘探结果喜人 与Western Plains (铁矿) 成立了合资企业 Western Plains 完成了磁铁矿和硫铁矿重力探测 2009年5月，以三千四百九十万美元的价 格武汉钢铁公司并购了Hawks Nest 569Mt的磁铁矿项目的50%股权。 42
Slide 43: Commonwealth Hill Project
COMMONWEALTH HILL PROJECT For personal use only Prospective anomalies on Wirrida Complex and Sequoia East Farm-in agreement with Western Plains (Iron Ore) Western Plains completed gravity survey for magnetite and hematite Wuhan Iron & Steel acquired 50% of Hawks Nest 569Mt Magnetite project fo
Slide 44: WIRRIDA COMPLEX – 地面磁铁矿勘探结果
WIRRIDA COMPLEX – 地面磁铁矿勘探结果 For personal use only 数据显示广泛的重力异常现象 数据分析显示，该地可能有较厚的水平状磁铁矿层 矿脉的厚度不大，约为50米左右或少于50米 长度约为7-8公里 44
Slide 45: Wirrida Complex – Ground Magnetic Survey Results
WIRRIDA COMPLEX – Ground Magnetic Survey Results For personal use only Data shows broad gravity anomaly Interpretation indicates possible presence of thick magnetite rich horizons Depth appears to be quite shallow, generally about 50m or less Extends over a combined strike length of about 7