Aguia Resources Limited · ASX:AGR

Aguia Resources — Mines & Money Australia 2012

17 slides from Aguia Resources's conference presentation, Oct 16, 2012

  1. Slide 1: An Emerging Fertiliser Developer in Brazil

    AN EMERGING FERTILISER DEVELOPER IN BRAZIL For personal use only MINES & MONEY AUSTRALIA 2012 16th October 2012 AGUIA Resources Limited ASXRESOURCES AGUIA Code: AGR LIMITED 1

  2. Slide 2: Disclaimer

    DISCLAIMER For personal use only This document has been prepared as a summary only, and does not contain all information about the Company’s assets and liabilities, financial position and performance, profits and losses, prospects and the rights and liabilities attaching to the Company’s securities.

  3. Slide 3: Brazil - The Land of Global Agriculture

    BRAZIL - THE LAND OF GLOBAL AGRICULTURE For personal use only EXPORTS PRODUCER • SOYA • SOYA • COFFEE • COFFEE • SUGAR • SUGAR • BEEF • BEEF • CHICKEN • CHICKEN • TOBACCO • TOBACCO • ETHANOL • ETHANOL • ORANGE JUICE • ORANGE JUICE BRAZIL BRAZIL #1 World #1,2 & 3 World • BEANS Exporter Producer • COR

  4. Slide 4: Why Fertiliser in Brazil?

    WHY FERTILISER IN BRAZIL? For personal use only BRAZIL IS AN AGRICULTURAL POWERHOUSE AGRICULTURE NEEDS FERTILISERS FERTILISERS ARE MADE FROM MINED RESOURCES:  PHOSPHATE ROCK = PHOSPHORUS  POTASH MINERALS = POTASSIUM

  5. Slide 5: Brazil – The Opportunity

    BRAZIL – THE OPPORTUNITY For personal use only PHOSPHATE  Third largest global agricultural exporter  World’s fastest growing major fertiliser market  Brazil is heavily reliant on fertiliser imports Imports 46% Domestic Production  Government targeting self sufficiency within 10 54% years  Good

  6. Slide 6: Brazil – Customers, Markets

    BRAZIL – CUSTOMERS, MARKETS For personal use only

  7. Slide 7: Project Overview

    PROJECT OVERVIEW World-class Assets ■ BUILDING A FERTILISER COMPANY - WORLD For personal use only CLASS PHOSPHATE AND POTASH ASSETS Phosphate Projects – Near Term Focus ✔ RIO GRANDE, new discovery, flag ship project ✔ Initial 21M t JORC Inferred resource ✔ Drilling commenced to increase resource si

  8. Slide 8: Rio Grande do Sul Projects

    RIO GRANDE DO SUL PROJECTS NEW PHOSPHATE PROVINCE For personal use only  Três Estradas (TE) – new discovery – JORC Resource announced on 1.2km of total target size of 2.6km TRES ESTRADAS  Joca Tavares (JT) – under evaluation NEW DISCOVERY – rock chips up to 11% P2O5,  13 additional targets – unte

  9. Slide 9: Brazil - Phosphate Carbonatite Mines

    BRAZIL - PHOSPHATE CARBONATITE MINES For personal use only Company Mine Reserve Grade Concentrate Grade Prod. (Mt) P2O5 (%) P2O5 (%) Capacity (ktpa) (A) (B) (C) (D) Vale Tapira 1,309 7.69 35.5 2,030 Copebrás/ Anglo Ouvidor 257 7.63 38 1,300 Vale Araxá 89 11.12 35/33 910 Vale Catalao 224 8.96 36/34 1

  10. Slide 10: Tres Estradas JORC Inferred Resource

    TRES ESTRADAS JORC INFERRED RESOURCE For personal use only  Initial JORC compliant inferred resource of 21Mt @ 4.6% P2O51 including higher grade oxide zone from surface of 1.8Mt @ 10.9% P2O5  Resource calculated from drilling over 1 kilometre to 100 metre depth  Significant scope to expand resour

  11. Slide 11: Tres Estradas - Upside

    TRES ESTRADAS - UPSIDE LARGE RESOURCE POTENTIAL For personal use only  Application lodged over southern extension  LARGE RESOURCE EXPANSION POTENTIAL IN UNTESTED SOUTHERN EXTENSION INFERRED RESOURCE EXTENDS OVER 1.2 km NEW APPLICATION UNTESTED EXTENSION 1.4 km “no drilling” TOTAL POTENTIAL 2.6 km

  12. Slide 12: Excellent Infrastructure Access to Markets

    EXCELLENT INFRASTRUCTURE ACCESS TO MARKETS For personal use only • Excellent infrastructure with good road, rail, power, port and services • Railway within the project that goes north and south to SSP plants in Brazil and southwest to Argentina and Uruguay. • Franchise owner is América RIO GRANDE La

  13. Slide 13: Key Phosphate Markets for Rio Grande

    KEY PHOSPHATE MARKETS FOR RIO GRANDE For personal use only  Phase 1: Build mine and Single Super SSP Capacity in Brazil, Uruguay Phosphate (“SSP”) production. and Argentina Total Capacity = 9.0 M t  The Process  Mine rock Paranaguá  Beneficiate by flotation to produce - Heringer 400kt - Fospar 5

  14. Slide 14: The Team & Capital Structure

    THE TEAM & CAPITAL STRUCTURE For personal use only Directors Potash & Phosphate Experts Graham Ascough - Non-Executive Chairman Alfredo Nunes - Exploration Manager - Phosphate – Over 21 years management and exploration experience evaluating – 20 years exploration and resources evaluation in Brazil a

  15. Slide 15: Peer Comparison: Phosphate

    PEER COMPARISON: PHOSPHATE For personal use only Market Cap Company Code Location Status Diluted (A$M)* MBAC Fertiliser Corp MBC:TSX Brazil $361 Developer Stonegate Agricom Ltd ST:TSX Peru $77 Developer Arianne Resources DAN:TSX Canada $76 Developer Minemakers MAK:ASX Australia/ Namibia $35 Explorer

  16. Slide 16: Atlantic Potash Project Highlights

    ATLANTIC POTASH PROJECT HIGHLIGHTS For personal use only ATLANTIC POTASH PROJECT  Project adjacent to Brazil’s only operating potash mine – Taquari-Vassouras underground sylvinite  Large land holding, ~ 200,000 hectares  Analyzed data from > 300 petroleum exploration and production wells, + 32,00

  17. Slide 17: Enquiries

    For personal use only ENQUIRIES: SIMON TAYLOR – Managing Director & CEO Telephone: +61 2 9247 3203 staylor@aguiaresources.com.au www.aguiaresources.com.au ASX Code: AGR

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