Vrx Silica Ltd. · ASX:VRX
Vrx Silica — Ventnor Resources — Shareholder Meeting (November 2017)
25 slides from Vrx Silica's shareholder meeting presentation, Nov 30, 2017
Slide 1: Ventnor Resources AGM Sand Projects Western Australia 2017
VENTNOR RESOURCES AGM SAND PROJECTS WESTERN AUSTRALIA 2017 VIEL Ventnor Resources Limited
Slide 2: Disclaimer
Disclaimer For personal use only This summary was prepared with due care and attention and is current at the date of the presentation. The proposed programs are generic and may differ from project to project. Actual programs may materially vary from any proposals (where applicable) in this presentat
Slide 3: Silica Sand Use
Silica Sand Use For personal use only Construction Sand Concrete Glassmaking Float, Containers, Architectural, Thin Film Metal Casting / Foundry Automobile parts Oil/Gas Well Stimulation Proppant/Frac sand Metallurgical Ferrous and Non-Ferrous Alloys Paints and Coatings Brightness and durability Che
Slide 4: Market Outlook
Market Outlook For personal use only Estimated demand for silica sand by region: Region % of Global demand Asia Pacific 47% North America 20% Western Europe 16% Eastern Europe 8% Africa/Middle East 5% Central and South America 4% Source: Freedonia
Slide 5: Silica Sand Markets
Silica Sand Markets For personal use only Construction Silica sand for Foundry sand Proppant/Frac sand glassmaking sand
Slide 6: Construction Sand
Construction Sand For personal use only • Increasing market demand in Asia; particularly Singapore, Vietnam and India • Singapore is currently producing 1mt of concrete per month, requires 300Kt of construction sand per month • Current supplies predominately from Malaysia with concerns about continu
Slide 7: Construction Sand
Construction Sand For personal use only "Sand, the backbone of the construction industry, has become a problematic resource to procure in Asia. With number of problems associated with sand, namely illegal mining by sand mafia, heavy price volatility, inferior quality and non-grade material, high dem
Slide 8: Arrowsmith North
Arrowsmith North For personal use only • Arrowsmith North Construction Sand Project is located 290 kms north of Perth and 17kms south-east of Dongara, Western Australia • EL application due to be granted late Dec 2017, 170km2 • Location offers strategic advantages for transport, infrastructure, mini
Slide 9: Arrowsmith North
Arrowsmith North For personal use only Geraldton 80kms Arrowsmith North Rail Gas Pipelines
Slide 10: Arrowsmith North Construction Sand
Arrowsmith North Construction Sand For personal use only • Auger program completed with average grade 98% SiO2 • Potential for +100Mt of sand • Excellent construction sand properties; sizing and clay content • Potential for upgrading to glassmaking quality and sizing for Proppant
Slide 11: Arrowsmith North Upgrade
Arrowsmith North Upgrade For personal use only
Slide 12: Arrowsmith North Upgrade
Arrowsmith North Upgrade For personal use only
Slide 13: Silica Sand for Glassmaking
Silica Sand for Glassmaking For personal use only • Increasing market demand in Asia • China has declared silica sand a strategic mineral; restricted exports and have become a net importer • Indonesia has banned exports of silica sand • Vietnam, Cambodia and Philippines have restricted export and ba
Slide 14: Foundry Sand
Foundry Sand For personal use only • American Foundry Society determine specs • Screen size and sphericity is critical, less so than mineralogy • AFS 60 is key sizing (testwork to confirm) • Lower SiO2 sand, 99% • Increasing market demand in Asia, particularly India • Fastest growing market is India
Slide 15: Silica Sand for Proppant
Silica Sand for Proppant For personal use only • US gas production expansion due to directional drilling and well stimulation • US market 75-80Mt but a significant increase forecast in 2018 to 85-95Mt • Supply predominantly from Wisconsin with increasing State restrictions • Use per production hole
Slide 16: Proppant Use
For personal use only Proppant Use
Slide 17: Proppant Specs
For personal use only Proppant Specs
Slide 18: Proppant Sphericity
Proppant Sphericity For personal use only Scale in mm
Slide 19: Proposed Exploration Program
Proposed Exploration Program For personal use only Drill sampling using typical 4WD-mounted AC rig
Slide 20: Construction Sand Development Program
Construction Sand Development Program For personal use only • First Pass drilling, assaying and Resource estimation, exploration target +100Mt • Adequate sampling and testwork to forward final quality samples to prospective importers in India, Vietnam, Thailand, Taiwan and China • Finalise logistics
Slide 21: Arrowsmith Potential Projects
Arrowsmith Potential Projects For personal use only Rail
Slide 22: Arrowsmith Limestone
Arrowsmith Limestone For personal use only YET TO BE EVALUATED Potential significant source of: Limestone armour Crushed limestone Dimension stone Immediately adjacent to rail line to Geraldton
Slide 23: Geraldton Port
For personal use only Geraldton Port
Slide 24: Investment Considerations
Investment Considerations For personal use only EMERGING IDEALLY PLACED OUTSTANDING TO CAPITALISE AUSTRALIAN PROJECT ON ROBUST STRATEGIC ECONOMICS MARKET SILICA SAND AND LOGISTICS OUTLOOK AND PRODUCER DEMAND POTENTIAL RAPID PATHWAY SIGNIFICANT TO FINANCING SAND AND RESOURCES AND PRODUCTION PRODUCTIO
Slide 25: For personal use only
For personal use only
Ventnor Resources — Shareholder Meeting (November 2017) on 6ix