Activex Limited · ASX:AIV
Activex — Gold Coast Resources Showcase (June 2009)
36 slides from Activex's conference presentation, Jun 11, 2009
Slide 1: ASX Release – Investor Presentation
ActivEX Limited. A.C.N. 113 452 896 117 Quay Street BRISBANE QLD 4000 P.O. Box 217 PADDINGTON QLD 4064 P: (07) 3236 4188 F: (07) 3236 4288 E: admin@activex.com.au For personal use only ASX Release – 11 June 2009 INVESTOR PRESENTATION Attached is a presentation to given by Managing Director, Mr Doug
Slide 2: Investor Presentation June 2009
Investor Presentation June 2009 For personal use only Doug Young Managing Director ActivEX Limited Active explorers for new gold-copper resources …. moving towards development June 2009 1
Slide 3: Company History
Company History z Mineral exploration company focused on gold and copper For personal use only z Listed April 2006 raising $3M z Landmark joint ventures established with Mitsubishi/Minotaur and Norton Gold Fields z Drill testing at 75% of project areas z $4.5M spent on projects since listing z Signi
Slide 4: 2008-9 Highlights
2008-9 Highlights z Significant ground position secured in the Cloncurry district For personal use only z Option to purchase secured over Lake Chandler Potash Deposit z Maiden Resource at Lake Chandler z Broad zones of mineralisation intersected in drilling at Booubyjan and Lake Monduran z Further d
Slide 5: Capital Structure
Capital Structure z Total Issued Capital (May 2009) 40,988,722 For personal use only z Rights Issue (June 2009) 1 for 2 @ 5c 20,494,361 z Total (post rights) 61,483,083 z Unlisted Options 2,150,000 z Bonus Options Issue (July 2009) 1 for 5 @ 8c 12,296,616 z Key holders - MD 20.3% - M Ruane (& Associ
Slide 6: Board of Directors
Board of Directors z 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 z Doug Young - Managing Director Geologist, 30 years experience with North, Griffi
Slide 7: Portfolio
z Gold and copper/gold exploration focus Portfolio For personal use only specialising in Queensland terranes z Potash development potential WA wheat-belt June 2009 6
Slide 8: Advanced Projects
For personal use only Advanced Projects June 2009 7
Slide 9: Lake Chandler Potash
Lake Chandler Potash z Option to purchase granted Mining Lease and data For personal use only z Located in central wheatbelt of WA, 50km north of Merredin z Salt lake with alunitic clays (hydrated potassium sulphate) June 2009 8
Slide 10: Potash - Resource
Potash - Resource z Mined for potash in 1940s For personal use only z Extensive drilling in 1980s – 112 holes, 315 samples z ActivEX Inferred Resource Jan 2009 z Minor infill drilling needed to upgrade resource status z 5,779,025 tonnes @ 5.73% K2O z 20-30 year mine life at planned production rates
Slide 11: Lake Chandler Potash
Lake Chandler Potash z Extensive bench scale testing already completed For personal use only z 3 possible treatment routes reviewed with different product outcomes z Market studies identify preferred processing path z Bench scale extraction testing in progress to identify optimum treatment parameter
Slide 12: Potash – Supply and Demand
Potash – Supply and Demand Drivers For personal use only z world demand for food is increasing z competing demand on agricultural products for fuel stocks z available arable land decreasing z need for improved productivity/yields Demand z demand for all fertilisers increasing z potash shows greatest
Slide 13: Potash – Future Outlook
Potash – Future Outlook Geography on our side – For personal use only transport advantages z Principal producers in Canada, Russia Belarus z few southern hemisphere producers z high demand in Asia z no local production z import replacement is principal target market June 2009 12
Slide 14: Potash – Prices
Potash – Prices For personal use only z Global demand/supply balance is projected keep prices high for the foreseeable future z No obvious new sources of supply z Potash prices remain high despite retraction of other fertiliser and reagent prices z SOP trades at premium to MOP - current retail price
Slide 15: Exploration Projects
For personal use only Exploration Projects June 2009 14
Slide 16: QLD Portfolio
QLD Portfolio z Gold and copper/gold focus specialising in For personal use only Queensland terranes – projects cover 2999sq. km z Large porphyry copper-gold potential at Cairns Booubyjan, Blairmore, Pentland – 88m @ 0.47% Cu, 0.49g/t Au Kidston Townsville – Cu/Mo/Au zones, 47m @ 0.9g.t Au Ernest He
Slide 17: Booubyjan - Geology
Booubyjan - Geology z 80 km west of Gympie, JV with For personal use only Minotaur and Mitsubishi earning in z Porphyry Cu-Au prospect in co- magmatic Triassic Volcanics z Composite intrusive centre at Sefton intersection of two major structural Dadamarine sets z Significant previous drilling at Goo
Slide 18: Goonuloom – Geochem/Mag
Goonuloom – Geochem/Mag Hines – 26m @ 0.35% Cu, For personal use only 0.45g/t Au from 20m Kiwi - 14m @ 0.72% Cu, Kakapo – 88m @ 0.47% Cu, 0.72g/t Au from 16m 0.49g/t Au from 38m ABJ010 – 42m @ 0.13% Cu, 0.04g/t Au White Horse – 38m @ 0.74% Cu, 0.13g/t Au from 20m, strong alteration ABJ012 – 109m @ 0
Slide 19: Goonuloom Stock – IP -20m
Goonuloom Stock – IP Targets For personal use only -20m June 2009 18
Slide 20: Goonuloom Stock – IP -70m
Goonuloom Stock – IP Targets For personal use only -70m June 2009 19
Slide 21: Goonuloom Stock – IP -120m
Goonuloom Stock – IP Targets For personal use only -120m June 2009 20
Slide 22: Goonuloom Stock – IP -170m
Goonuloom Stock – IP Targets For personal use only -170m June 2009 21
Slide 23: Goonuloom Stock – IP -220m
Goonuloom Stock – IP Targets For personal use only -220m June 2009 22
Slide 24: Goonuloom Stock – IP
Goonuloom Stock – IP Targets For personal use only Circular pyritic “shell” with broad zones of low-moderate grade copper/gold -170m -220m -20m -70m -120m June 2009 23
Slide 25: Goonuloom Stock – Deep magnetic targets
Goonuloom Stock - Targets For personal use only Deep magnetic targets in the centre of the system are 2009 drill targets June 2009 24
Slide 26: Cloncurry Projects
Cloncurry Projects For personal use only z Prospective for Iron Oxide style copper-gold deposits (IOCG) {Ernest Henry (125M tonnes @ 1% Cu and 0.53g/t Au} and skarn style copper gold – Recent major discoveries z Rocklands (CDU) z Kalman (KMN) z Mt Elliot/Swan (IVA) z Merlin/Mt Dore (IVA) z Starra Li
Slide 27: Florence Creek – IOCG
Florence Creek – IOCG Targets For personal use only z Emerald Well – gravity/mag target with IOCG mineralisation June 2009 Gravity data 26
Slide 28: Florence Creek – IOCG
Florence Creek – IOCG Targets For personal use only z Dromedary – gravity/mag target with copper mineralisation June 2009 Gravity data 27
Slide 29: Florence Creek – IOCG
Florence Creek – IOCG Targets For personal use only z Ironclad – mag target with haematitic breccias and copper June 2009 Gravity data 28
Slide 30: Florence Creek – IOCG
Florence Creek – IOCG Targets For personal use only z Pokara – gravity target, haematitic milled breccias June 2009 Gravity data 29
Slide 31: Florence Creek – Skarn Targets
Florence Creek – Skarn Targets z Green Valley - fold nose, mag For personal use only and gravity target, copper workings June 2009 Aeromagnetic data 30
Slide 32: Florence Creek – Skarn
Florence Creek – Skarn Targets For personal use only z Florence Bore – 12m @ 2.9%Cu, 0.38g/t Au, workings June 2009 Aeromagnetic data 31
Slide 33: Florence Creek – Skarn
Florence Creek – Skarn Targets For personal use only z Dandy/Trump – 4m @ 3% Cu, 0.3g/t Au, mag and gravity anomalies June 2009 Aeromagnetic data 32
Slide 34: Florence Creek – Skarn
Florence Creek – Skarn Targets For personal use only z Wallaces Hill – rock chips to 8% Cu, 256ppm U, gravity anomaly June 2009 Aeromagnetic data 33
Slide 35: Project Status
Project Status For personal use only z Development ? z Scoping/Pre-feasibility Lake Chandler studies z Drilling Booubyjan, Barambah, Pentland z Geophysical surveys/target Florence Creek, definition Norwood South z Prospects identified/field Ban Ban, Blairmore, Prospect surveys in progress Creek, Oxl
Slide 36: Why Invest in AIV
Why Invest in AIV z Potash development potential – Lake Chandler WA For personal use only z Drilling campaign in progress at Booubyjan copper gold targets z Exciting IOCG copper gold targets in Cloncurry - aim to be drill ready in 2009 z Strong project pipeline (organic growth) z Tight capital struc