Activex Limited · ASX:AIV

Activex — Mining 2011

29 slides from Activex's conference presentation, Oct 27, 2011

  1. Slide 1: Mining 2011 Investor Update

    Mining 2011 Investor Update For personal use only Managing Director ActivEX Limited Doug Young Discovering new gold-copper resources Oct 2011 1

  2. Slide 2: 2011 – the year of discovery

    2011 – the year of discovery For personal use only Transforming ActivEX into a potential copper/gold miner Oct 2011 2

  3. Slide 3: 2011 – at Cloncurry and Barambah

    2011 – at Cloncurry  High grade near surface copper gold intersections For personal use only  Focus on establishing Resources  Centrally located in resurgent mining province  Neighbours getting into new production in 2012 2011 – at Barambah (Cracow country)  Bonanza grade gold-silver intersecti

  4. Slide 4: ActivEX Projects

    ActivEX Projects For personal use only Cloncurry Barambah Oct 2011 4

  5. Slide 5: ActivEX at Cloncurry

    ActivEX at Cloncurry  ActivEX - exciting new discoveries in high quality projects For personal use only  World scale metals mining province - Cloncurry district o Mount Isa, Ernest Henry, Cannington, Century  Resurgent neighbourhood o Exco sale to Xstrata 2010 o Ivanhoe production startups – Osbo

  6. Slide 6: Cloncurry Metals Province

    Cloncurry Metals Province For personal use only Ernest Henry Rocklands Cloncurry Mt Isa Mary Kathleen Eloise Greenmount Kalman Florence Barnes Shaft Young Aust Mt Elliott/Swan Tick Hill Mt Dore/Merlin Starra Cannington Phosphate Hill AIV 100% AIV Joint Venture AIV Priority application Osborne Oct 20

  7. Slide 7: Florence Project

    Florence Project Copper-gold-cobalt For personal use only  discoveries in 2010-2011  From extensive drilling – 7.6km in 57 holes  Significant high grade zones  Shallow mineralised zones puts focus on potential pits Oct 2011 SAM conductivity image 7

  8. Slide 8: Florence Bore North (FBN)

    Florence Bore North (FBN)  Discovery hole 2010 For personal use only o 32m @ 1.09% Cu, 0.12g/t Au, 123g/t Co  2011 drilling highlights o High grade zones intersected o 22m @ 1.03% Cu, 0.07g/t Au, 44g/t Co o 14m @ 2.04% Cu, 1.08g/t Au, 101g/t Co Oct 2011 8

  9. Slide 9: Florence Bore North (FBN)

    Florence Bore North (FBN)  Discovery hole 2010 For personal use only o 32m @ 1.09% Cu, 0.12g/t Au, 123g/t Co  2011 drilling highlights o High grade zones intersected o 22m @ 1.03% Cu, 0.07g/t Au, 44g/t Co o 14m @ 2.04% Cu, 1.08g/t Au, 101g/t Co  Near surface o All intersections above 120m o Oxide

  10. Slide 10: Florence Bore North

    Florence Bore North For personal use only  Near surface mineralised zones  Open at depth Oct 2011  Deep drilling planned 10

  11. Slide 11: Florence Bore South (FBS1)

    Florence Bore South (FBS1)  Discovery hole For personal use only o 38m @ 0.44% Cu, 0.06g/t Au, 116g/t Co  2011 drill highlights o Wide zones of mineralisation o 86m @ 0.39% Cu, 0.05g/t Au, 60g/t Co o High grade zones o 14m @ 1.42% Cu, 0.32g/t Au, 230g/t Co Oct 2011 11

  12. Slide 12: Florence Bore South (FBS1)

    Florence Bore South (FBS1)  Discovery hole For personal use only o 38m @ 0.44% Cu, 0.06g/t Au, 116g/t Co  2011 drill highlights o Wide zones of mineralisation o 86m @ 0.39% Cu, 0.05g/t Au, 60g/t Co o High grade zones o 14m @ 1.42% Cu, 0.32g/t Au, 230g/t Co  Second potential open pit o 3km south o

  13. Slide 13: Florence Bore South (FBS2)

    Florence Bore South (FBS2) For personal use only  Mineralisation over 400m  Deeper drilling shows higher grades in primary zone o 4m @ 3.68% Cu, 0.74g/t Au, 226g/t Co Oct 2011 13

  14. Slide 14: Florence Bore South (FBS2)

    Florence Bore South (FBS2) For personal use only  Mineralisation over 400m  Deeper drilling shows higher grades in primary zone o 4m @ 3.68% Cu, 0.74g/t Au, 226g/t Co  Potential for third open pit  More drilling required Oct 2011 14

  15. Slide 15: Cloncurry District

    Cloncurry District For personal use only  Multiple holdings, 992 km2 o Area has doubled in size o Granted area 636km2 o Priority for grant 356km2  Priority applications  Mt Agate JV  Selwyn East Oct 2011 15

  16. Slide 16: Mt Agate – Saddle Ridge

    Mt Agate – Saddle Ridge  Mt Agate JV For personal use only o up to 75% interest by spending $750k  Geochem anomaly o +5km long o values up to 1250ppm Cu  2010 drilling – Saddle Ridge o 40m @ 0.25% copper o 35m @ 0.85% copper AMA001 35m @ 0.85% Cu 207ppm Co MA002 40m @ 0.32% Cu 195ppm Co AMA002 Oc

  17. Slide 17: Mt Agate – Sterling

    Mt Agate – Sterling For personal use only  Granite breccias 9.5% Cu, 0.3g/t Au, 117ppm Mo 3.9% Cu, 0.07g/t Au, 427ppm Co  4.5km long 16% Cu, 11.4g/t Au, 1310ppm Mo  Copper  Gold  Molybdenum  Uranium 720ppm Cu, 0.3g/t Au,1890ppm Mo  REOs 2.4% Cu, 1.35g/t Au,124ppm Mo 3.2% Cu, 0.3g/t Au, 22ppm

  18. Slide 18: Selwyn East Project – great address

    Selwyn East Project – great address For personal use only EPM 18073 Oct 2011 18

  19. Slide 19: Selwyn East Project

    Selwyn East Project For personal use only  EPM granted  Radiometrics shows clear structures - related to ActivEX Merlin-Mt Dore trend Selwyn East  Exploration commenced Oct 2011 19

  20. Slide 20: ActivEX Projects

    ActivEX Projects For personal use only Cracow Barambah Oct 2011 20

  21. Slide 21: Barambah Project SEQ

    Barambah Project SEQ For personal use only  Bonanza Grades o 2m @ 15.9g/t Au, 1556g/t Ag o 17.15m @ 4.98g/t Au, 118g/t Ag o 5.4m @ 2.64g/t Au, 247g/t Ag  Cracow style high grade gold-silver Oct 2011 21

  22. Slide 22: Barambah Project 3D model

    Barambah Project 3D model For personal use only  Open cut or shallow underground  Accessible from open pit  Treatment options within 50km  Deeper drilling planned Drilling Target Oct 2011 22

  23. Slide 23: Barambah Project SEQ

    Barambah Project SEQ For personal use only  Parallel vein system discovered outside tested area  High grade gold-silver values o Up to 18.6g/t Au and 214g/t Ag o Detailed sampling in progress  Possible drill target Oct 2011 23

  24. Slide 24: ActivEX Projects

    ActivEX Projects For personal use only Esk Trough Oct 2011 24

  25. Slide 25: Esk Trough Joint Venture

    Esk Trough Joint Venture For personal use only  $6M Coppermoly Joint Venture o COY spend $3M to earn 51% o COY spend further $3M to earn 70% o COY minimum spend $0.5M o AIV claw back to 40%  Targeting porphyry copper-gold  Wide zones - 290m @ 0.13% Cu,  Good grades - 88m @ 0.47%Cu, 0.49g/t Au Oc

  26. Slide 26: Capital Structure

    Capital Structure  Issued Capital: 165,295,993 For personal use only  Listed Options (exercise at $0.08, 31-07-2012) 73,164,369  Unlisted Options: 2,450,000  Market Cap: (10-2011) $5.6M  Key Holders o M Ruane (&Associates) 14% o MD 7%  Cash $1.3M One year Price/volume Graph Oct 2011 26

  27. Slide 27: Key Management and Board

    Key Management and Board  Ian Daymond - Chairman For personal use only Commercial Lawyer, experience with WMC, Hunter Resources, Delta Gold as general counsel, NED Hill End Gold Limited, Honorary Consul for Botswana in NSW  Doug Young - Managing Director Geologist, 30 years experience with North,

  28. Slide 28: Project Focus 2011-12

    Project Focus 2011-12 For personal use only  Cloncurry – copper gold o Establish JORC Resources at Florence o Discover new zones of mineralisation near Florence o Convert Mt Agate and Selwyn East into Resource targets  Barambah – gold-silver o Build on bonanza gold-silver grades o Establish JORC R

  29. Slide 29: ActivEX – a transforming company

    For personal use only ActivEX – a transforming company  Building on outstanding exploration success in 2011  Converting strategic ground position into potential copper and gold mines Thank you Information provided is for information purposes and does not constitute financial product advice. You sh

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