Stavely Minerals Ltd · ASX:SVY
Stavely Minerals — Shareholder Meeting (November 2024)
38 slides from Stavely Minerals's shareholder meeting presentation, Nov 21, 2024
Slide 1: Finding the energy metals the world needs for a low-carbon future
For personal use only Finding the energy metals the world needs for a low-carbon future High-Impact Exploration in Emerging Copper and Nickel Provinces AGM Presentation 21 November 2024 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 For personal use only the Company’s projects,
Slide 3: A Modern Australian Energy Metals Growth Company
A Modern Australian Energy Metals Growth Company What does Stavely Minerals offer that is different? For personal use only 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 2 For personal use only ● Junction Lode ● 35m at 3.44% Cu and 26g/t Ag ● New structural interpretation provides discovery opportunity ● Recent aircore dr
Slide 5: Stavely Project
For personal use only Stavely Project 5
Slide 6: Stavely Project
Stavely Project ● Discovery– outstanding shallow high-grade copper-gold-silver discovery (September 2019), the Cayley Lode For personal use only ● Multiple regional discovery opportunities: ● Junction Lode – 35m at 3.44% Cu and 26g/t Ag from 24m to end of hole ● New structural interpretation opens i
Slide 7: The Cayley Lode Mineral Resources Estimate
The Cayley Lode Mineral Resources Estimate ● Discovery– outstanding shallow high-grade copper-gold-silver discovery (September 2019), the Cayley Lode For personal use only ● Cayley Lode MRE1 – 9.3Mt at 1.23% Cu, 0.23g/t Au and 7.1g/t Ag ● Total Resources – 28.3Mt at 0.75% Cu, 0.11g/t Au and 3.5g/t A
Slide 8: Junction Lode Discovery Opportunity
For personal use only Junction Lode Discovery Opportunity 8
Slide 9: Junction Lode Discovery Opportunity
Junction Lode Discovery Opportunity Junction is the largest copper in soil auger anomaly in the entire Stavely Project, located ~2km south of the Cayley Lode. For personal use only Historic intercepts at the Junction Prospect include1: ● 35m at 3.44% Cu and 26g/t Ag from 24m drill depth to end-of-ho
Slide 10: Junction Lode Discovery Opportunity
Junction Lode Discovery Opportunity Historic intercepts at the Junction Prospect include1: ● 35m at 3.44% Cu and 26g/t Ag from 24m drill depth to For personal use only end-of-hole (EoH) in TGAC078 ● 11m at 1.72% Cu and 26g/t Ag from 33m in TGRC087 ● 2m at 5.10% Cu and 6g/t Ag from 2m and 6m at 3.90%
Slide 11: Junction Lode Discovery Opportunity
Junction Lode Discovery Opportunity Recent aircore drilling has solved the structural controls on high-grade copper mineralisation at the Junction prospect. For personal use only ● 21 aircore drill holes successfully completed1 ● Structural controls resolved 1 See ASX announcement 11 September 2024
Slide 12: Junction Lode Discovery Opportunity
Junction Lode Discovery Opportunity Significant assay results received from recent aircore drilling1: o 14m @ 3.24% Cu, 34.5g/t Ag from 34m drill depth in SJAC105, including: For personal use only • 8m at 4.62% Cu and 49.5g/t Ag from 34m, including: • 2m at 6.47% Cu and 59.5g/t Ag from 36m o 48m at
Slide 13: Junction Lode Discovery Opportunity
Junction Lode Discovery Opportunity Strong indications for repeat structures in mineralised gossan For personal use only float located up-hill from the drill grid1: 0.51% copper, 7.35g/t gold and 143g/t silver; on the drill grid, and 0.24% copper, 0.28g/t gold and 10.9g/t silver 0.16% Cu, 0.08
Slide 14: Junction Lode Discovery Opportunity
Junction Lode Discovery Opportunity The bigger question is: For personal use only How does the new structural understanding apply to the biggest copper in soil geochemical anomaly in the whole project? Only more drilling will answer this question! See ASX announcement 1 October 2024 14
Slide 15: Junction Lode Discovery Opportunity – Next Steps
Junction Lode Discovery Opportunity – Next Steps Next Steps: Diamond drill under the recent aircore intercepts – this can be For personal use only ● done from the road verge ● With landowner consent required, additional aircore drilling on additional zones north of recent aircore drilling ● With lan
Slide 16: S41 Breccia-Hosted Gold Target
For personal use only S41 Breccia-Hosted Gold Target 16
Slide 17: Emerging Discovery? – The S41 Breccia Prospect
Emerging Discovery? – The S41 Breccia Prospect Magnetics Gravity S41 Prospect Aircore1 ● 4m at 2.21g/t Au from For personal use only 96m drill depth, including: ● 2m at 3.92g/t Au from 98m in aircore drilling ● Large 2km alteration zone ● Strongly anomalous base metals and pathfinder geochemistry 1S
Slide 18: Emerging Discovery? – The S41 Breccia Prospect
Emerging Discovery? – The S41 Breccia Prospect S41 Diamond Drill Hole1 ● Only one diamond drill hole in the 2,000m x For personal use only 750m interpreted breccia system ● 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 fro
Slide 19: Emerging Discovery? – The S41 Breccia Prospect
Emerging Discovery? – The S41 Breccia Prospect S41 Diamond Drill Hole1 ● Only one diamond drill hole in the 2,000m x For personal use only 750m interpreted breccia system ● 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 fro
Slide 20: The demise of sulphide nickel has been grossly exaggerated
For personal use only The demise of sulphide nickel has been grossly exaggerated - with apologies to Mark Twain 20
Slide 21: Why Magmatic Nickel Sulphide?
Why Magmatic Nickel Sulphide? If you follow the crowd and don’t like nickel, close your eyes and stick your fingers in your ears… For personal use only A$83.5m – Nova-Bollinger EBITDA Q4 2024 +95% of Q4 IGO earnings A$294m – Nova-Bollinger EBITDA FY2024 +50% of FY24 IGO earnings IGO is a A$4.1B comp
Slide 22: The Hawkstone Magmatic Nickel-Copper Project
For personal use only The Hawkstone Magmatic Nickel-Copper Project 22
Slide 23: Hawkstone Ni-Cu-Co Project
Hawkstone Ni-Cu-Co Project Hawkstone Ni-Cu-Co Project ● ~870km 100% tenure 2 For personal use only ● ~30km of the prospective Ruins Dolerite ● Buxton / IGO JV Merlin discovery 1km from tenement boundary ● Complementary field season (winter) to the Stavely Project (summer) ● Potential for Li pegmatit
Slide 24: Hawkstone Ni-Cu-Co Project
Hawkstone Ni-Cu-Co Project Hawkstone Ni-Cu-Co Project IGO / BUX Dogleg nickel discovery (Quick For personal use only Shears) 13km NW of Merlin / Double Magic1: • 23WKDD003 – 13.85m @ 4.35% Ni, 0.34% Cu and 0.15% Co from 177.34m, incl. • 5.86m @ 7.47% Ni, 0.31% Cu and 0.25% Co • 23WKDD004 – 2.89m at
Slide 25: Hawkstone Ni-Cu-Co Project
Hawkstone Ni-Cu-Co Project Hawkstone Ni-Cu-Co Project ● Stavely Minerals has flown the Falcon Gravity For personal use only gradiometer and magnetic survey over the Hawkstone Project ● Gravity data shows an interpreted ~20km mafic / ultramafic magma chamber at depth ● Perfect host environment for a
Slide 26: Hawkstone Ni-Cu-Co Project: 2024 field season complete
Hawkstone Ni-Cu-Co Project 2024 field season complete1 • large moving-loop EM (MLEM) survey WA EIS co- For personal use only funding grant of up to $230,0002 • RC drilling of shallow conductors to 200m WA EIS co-funding grant of up to $170,0002 • Deeper MLEM conductor to be tested with a deep diam
Slide 27: Hawkstone Ni-Cu-Co Project: 2024 field season complete
Hawkstone Ni-Cu-Co Project 2024 field season complete1 • Drilled 4 RC drill holes For personal use only • Moving loop electro-magnetic (MLEM) surveying • 499 stations • 32 profiles (lines) • 43.5 line kilometres • 117 stream sediment geochemical samples taken • Analysed by low-level BLEG for gold •
Slide 28: Hawkstone Ni-Cu-Co Project: 2024 field season complete
Hawkstone Ni-Cu-Co Project 2024 field season complete1 • Drilled 4 RC drill holes For personal use only • Best result: • 1m at 0.62% Cu, 0.03% Co and 7g/t Ag from 45m drill depth in SHRC002 • Moving loop electro-magnetic (MLEM) surveying • 499 stations • 32 profiles (lines) • 43.5 line kilometres •
Slide 29: Hawkstone Ni-Cu-Co Project: 2024 field season complete
Hawkstone Ni-Cu-Co Project 2024 field season complete1 • Drilled 4 RC drill holes For personal use only • Moving loop electro-magnetic (MLEM) surveying • 499 stations • 32 profiles (lines) • 43.5 line kilometres • An emerging conductor located beyond the end of line 79300 • To be followed-up in May
Slide 30: Work Programme
For personal use only Work Programme 30
Slide 31: 12-month Work Programme
12-month Work Programme ACTIVITY Q4 2024 Q1 2025 Q2 2025 Q3 2025 STAVELY PROJECT Junction Prospect For personal use only Aircore drilling - New Interpretation Diamond drilling - Junction Aircore drilling – Junction porphyry (sub/to access) Diamond Drilling – Junction porphyry (sub/to access) S41 Bre
Slide 32: Corporate Summary
Corporate Summary CAPITAL STRUCTURE 12-month Share Price to 15 November 2024 ASX Ticker SVY $0.080 30,000,000 For personal use only Share Price (20/11/24) $0.024 $0.070 25,000,000 Shares on Issue 482M $0.060 Price Volume Cash (30/09/24) $2.9M $0.050 20,000,000 Market Capitalisation $11.6M $0.040 15,
Slide 33: Summary – Key Investment Takeaways
Summary – Key Investment Takeaways The Cayley Lode is a quality high-grade copper-gold-silver Mineral Resource from surface Junction copper (aircore drilling impressive assays) – diamond drilling in-progress Junction porphyry target – only 200m east of Junction high-grade copper-silver For perso
Slide 34: Copper and Nickel …the Ultimate Future-Facing Commodities
Copper and Nickel …the Ultimate “Future-Facing” Commodities In order to migrate to a low-carbon For personal use only 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 veh
Slide 35: Copper and Nickel…Compelling Market Fundamentals
Copper and Nickel…Compelling Market Fundamentals There are very few high-quality For personal use only 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
Slide 36: Contact Us
For personal use only 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 i
Slide 37: Appendix 1: Mineral Resources
For personal use only Appendix 1: Mineral Resources 37
Slide 38: Appendix 1: Mineral Resources Classifications
Appendix 1: 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 For personal use only (Cu %) (Cu %) (Au g/t) Au (oz) (Ag g/t) Ag (oz) (Mlbs) Primary Indicated 0.2 5.87
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