Minbos Resources Limited · ASX:MNB
Minbos Resources — Investor Presentation (September 2011)
18 slides from Minbos Resources's investor presentation, September 2011
Slide 1: Emerging African Phosphate Developer
1 Emerging African Phosphate Developer Investor Presentation September 2011
Slide 2: Important Notice
2 Important Notice Minbos Resources Limited (“Minbos”) has prepared this presentation (the “Presentation”) solely for the benefit of the Recipient. This Presentation is provided solely for the purpose of assisting the Recipient in its evaluation of Minbos and its phosphate development project. The P
Slide 3: Why Phosphate
3 Why Phosphate Phosphate Fertilizers Facilitate PHOSPHATE IS AN ESSENTIAL • Root development INPUT FOR FERTILIZERS • Water-use efficiency • Early plant maturity • Higher crop yields Factors Driving Long-Term Fertilizer Demand • Rising world population • Changing diets as incomes grow • Constraints
Slide 4: Why Phosphate
4 Why Phosphate Phosphate’s contribution to major fertilizer 32% – 33% P2O5 FOB Morrocco producers Average Price over 10 year • Vale - 61% Period • Mosaic - 49% 500 • Phosagro - 90% 450 400 350 Supply 300 Price (USD) 250 • New supply, high CAPEX & OPEX 200 • ROM Ore grade declining 150 100 • 70% of
Slide 5: Overview of Minbos Resources Ltd
5 Overview of Minbos Resources Ltd • Significant landholding (400,000ha) in the Cabinda Province of Angola and Western Democratic Republic of Congo • Exploration target – 333Mt to 538Mt grading 10% - 20% P2O5, from four (4) deposits within Cabinda licence area (confirmed by Coffey Mining Ltd, Indepe
Slide 6: Republic of Angola
6 Republic of Angola Rebuilding and African Power • 3rd largest economy in Sub-saharan Africa • Average growth 2001 – 2010 of 11.1% • Growth in 2011 expected @ 8.3% • Since 2002, estimated to have rebuilt 14,000km of roads and 120 bridges Natural Resources • No 1 producer of oil in Africa – 2,000,00
Slide 7: Directors and Management
7 Directors and Management Peter Richards Executive Chairman Faldi Ismail Non-Executive Director Peter has over 30 years of business and Faldi has many years of experience as a corporate international experience with global companies consultant specialising in the restructure and including BP plc, W
Slide 8: Capital Structure and Share Price
8 Capital Structure and Share Price “Since listing on the ASX, MNB has Volume & Share Price experienced a substantial rise in share price from 20c to a intra day high of 65c with a most recent closing price of 40c” Existing Capital Structure Price (AUD) Total Shares 68.25m Performance Shares* 35.0m
Slide 9: Cabinda Project Overview
9 Cabinda Project Overview • 50:50 JV with LR Group • LR – private multinational company with 20 year track record in Angola • 20,000m of aircore drilled since November 2010 • Five deposits: Mongo Tando, Cacata, Chibuete, Chivovo, Ueca • Maiden Resource Estimate of 117mt @ 13.6% P2O5 announced for M
Slide 10: Mongo Tando
10 Mongo Tando 117Mt @ 13.6% P2O5 Inferred Resource Estimate* & set to increase • Mongo Tando was the focal point of historical exploration and 1st deposit drilled by Minbos • Additional drilling has recently been completed and is expected to significantly increase the resource estimate • Bench scal
Slide 11: Cacata and Chivovo – High Grade Potential
11 Cacata and Chivovo – High Grade Potential Cacata – 22.5Mt @ 21.4% P2O5 Indicated Resource Estimate* • Cacata is high grade and has DSO potential • Indicated Resource Estimate includes 22.5Mt @ 21.4% P2O5 • Scoping study for a standalone DSO Phosphate rock export operation has begun and due for co
Slide 12: Chibuete & Ueca – Growing Cabinda Resources
12 Chibuete & Ueca – Growing Cabinda Resources Ueca • Ueca was the 2nd deposit to be drilled by Minbos A total of 41 holes were drilled for 4,168m Orebody: 6.3km strike length; 400m wide defined Average width of the mineralisation is 12.5m • Additional drilling currently underway • Resource es
Slide 13: DRC Project Overview
13 DRC Project Overview Kanzi – Exciting regional potential • Kanzi deposit - Granted Kanzi drilled in 1974 and 1978-1980. Historical NON JORC Resource*, 30Mt @ 15% P2O5 Minbos completed 1st phase drilling, results inline with historic data • Regional Potential – Under Application 200,000ha
Slide 14: Kanzi – Recent highlights, scoping study planned
14 Kanzi – Recent highlights, scoping study planned Potential development target • 52 aircore holes drilled • Field results in line with historical data 8km strike length; 500m width Mineralization thickness: average of 8.6m Strip ratio average 4:1 Average grade of 15.4% P2O5 • Resource esti
Slide 15: Regional Infrastructure
15 Regional Infrastructure Located close to major infrastructure - good access Cacongo Wharf to ports • Projects located within 50km of the ocean • Area heavily populated by oil companies • Excellent services and accommodation • Regional roads have undergone upgrading Regional Roads • 35MW power sta
Slide 16: Peer Review
16 Peer Review Company Legend MineMakers Stonegate Aguia MBAC Fertilizer Minbos Agricom Resources Corp Exchange & Ticker US: OTC BB ASX: MAK TSX: ST ASX: AGR TSX: MBC ASX: MNB Country Australia Australia / Namibia Peru Brazil Brazil Angola / DRC Market Cap / Implied 104 95.2 221.8 53.8 194.6 32.6 Va
Slide 17: MINBOS – ready to deliver value !
17 MINBOS – ready to deliver value ! Minbos is due a rapid valuation re-rating Undervalued versus Peers • Technical Milestones – next 6 months Proven BOD and Management Team • Global JORC compliant resource for Cabinda due 4th quarter Strong partners and Govt support • Chivovo, Chibuete and Ueca res
Slide 18: THANK YOU !
18 THANK YOU ! www.minbos.com
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