Alien Metals Ltd · LSE:UFO
Alien Metals — Arian Silver — Investor Presentation (December 2012)
18 slides from Alien Metals's investor presentation, December 2012
Slide 1: Silver in Mexico
SILVER IN MEXICO DECEMBER 2012 TSXV:AGQ AIM:AGQ ARIAN SILVER PRESENTATION – DECEMBER 2012 TSXV:AGQ AIM:AGQ WWW.ARIANSILVER.COM
Slide 2: Disclaimer
DISCLAIMER This document includes statements that are, or may be deemed to be, “forward-looking statements”. These forward-looking statements can be identified by the use of forward-looking terminology, including the terms “believes”, “estimates”, “plans”, “projects”, “anticipates”, “expects”, “inte
Slide 3: Project Locations
PROJECT LOCATIONS ARIAN SILVER PRESENTATION – DECEMBER 2012 TSXV:AGQ AIM:AGQ WWW.ARIANSILVER.COM PAGE 3
Slide 4: The World's No.1 Ag Producer
Mexico – historic production record of 10Boz, annual production – 150Moz Ag THE WORLD’S NO.1 Ag PRODUCER Zacatecas City ARIAN SILVER PRESENTATION – DECEMBER 2012 TSXV:AGQ AIM:AGQ WWW.ARIANSILVER.COM PAGE 4
Slide 5: Established Infrastructure
Closely located projects ESTABLISHED INFRASTRUCTURE ARIAN SILVER PRESENTATION – DECEMBER 2012 TSXV:AGQ AIM:AGQ WWW.ARIANSILVER.COM PAGE 5
Slide 6: Directors & Senior Management
DIRECTORS & SENIOR MANAGEMENT JIM WILLIAMS – Co-founder, President & CEO SAM CLARKE – Chief Financial Officer Exploration & mining geologist with over 25 years Chartered Accountant with over 10 years relevant experience worldwide. Good knowledge of Mexico and experience. Significant experience leadi
Slide 7: Overview
OVERVIEW Exploration – 32 mineral concessions , including San José over 8,000 hectares within the famous Mexican silver belt – Significant further exploration potential to increase metal resource estimate – Phase 5, 10,000m drill programme to commence Development and trial production – Contract sign
Slide 8: Strategy
STRATEGY Short-term strategy – Resume trial production with toll mill – Phase 5 drilling programme (infill & step-out) – Fully evaluate company-owned mill options Medium-term strategy – Install company-owned mill – Maximise operational efficiencies at company- owned mill ARIAN SILVER PRESENTATION –
Slide 9: Historic Milestones
HISTORIC MILESTONES Focused on sustainable growth developing operational capacity 2012 2011 Upgrade of NI 43-101 at 2010 On site independent San José 2009 Outright purchase of San José laboratory set up Installation of fourth in-line ball mill increasing 2008 Reported positive Preliminary Property t
Slide 10: San José Mineral Resource Estimate
SAN JOSÉ MINERAL RESOURCE ESTIMATE 140.0 120.0 86.7 100.0 Million Ounces of silver 58.4 80.0 Inferred Indicated 60.0 40.0 33.8 30.0 30.6 27.7 20.0 9.0 0.0 March 2008 August 2008 July 2011 March 2012 Phase 1 Phase 2 Phase 3 Phase 4 Note Full details of the NI 43-101 compliant mineral resource estimat
Slide 11: Exploration Mineral Resource
EXPLORATION MINERAL RESOURCE Resource Category Tonnes Average Grade Contained Metal (t) Ag (g/t) Pb (%) Zn (%) Ag (Moz) Pb (Mlbs) Zn (Mlbs) Indicated 8,000,000 119 0.38 0.85 30.61 67.02 149.91 Inferred 24,500,000 110 0.38 0.76 86.65 205.25 410.50 • Prepared by CSA Global (UK) and published in March
Slide 12: San José Resource Blocks
SAN JOSÉ RESOURCE BLOCKS Play ARIAN SILVER PRESENTATION – DECEMBER 2012 TSXV:AGQ AIM:AGQ WWW.ARIANSILVER.COM PAGE 12
Slide 13: San José Operational Summary
SAN JOSÉ OPERATIONAL SUMMARY Revenue from sale of silver concentrate 2012 half year: US$4.4 million 2011 full year: US$7.5 million San José Production Highlights Q3 Q2 Q1 12 months 2012 2012 2012 31 Dec 2011 Head grade (mill) – Ag grams per tonne n/a 181 173 190 (g/t) Tonnes milled n/a 28,903 24,394
Slide 14: Capital Structure
CAPITAL STRUCTURE Exchanges: TSX-V/AIM : AGQ SHARE PRICE (Daily) FSE : I3A 60 50 Shares Outstanding: 304 M 40 30 Market Capitalization: £53.2 M (C$79.0 M) 20 52 Week High/Low: £0.11 to £0.30 10 0 $0.17 to $0.49 Dec-11 Feb-12 Apr-12 Jul-12 Sep-12 Nov-12 AIM Closing Price (Pence) TSX-V Closing Price (
Slide 15: Market Backdrop
MARKET BACKDROP • Global QE likely to continue and further increase demand for precious metals • Growing industrial uses: – Green technologies – Medicine – Nanotechnology • China continuing to import • Support for the increasing silver price ARIAN SILVER PRESENTATION – DECEMBER 2012 TSXV:AGQ AIM:AGQ
Slide 16: Great Store of Value, High Industrial Demand
GREAT STORE OF VALUE, HIGH INDUSTRIAL DEMAND ARIAN SILVER PRESENTATION – DECEMBER 2012 TSXV:AGQ AIM:AGQ WWW.ARIANSILVER.COM PAGE 16
Slide 17: Arian Value
ARIAN VALUE AMC / M,I&I (C$/oz) $14.00 $12.00 $11.66 $10.00 $8.00 $6.83 $6.16 $6.00 Average $4.54 $4.00 $3.94 $2.88 $2.38 $2.42 $2.60 $2.19 $2.00 $0.90 $0.00 AGQ AUM SPM USA SVL AUN AXR FVI EDR GPR Source: Company public filings. technical reports and street research AMC: Adjusted market capital M,I
Slide 18: Increasing Future Demand / Contact
CONTACT Arian Silver Corporation CHF Investor Relations Yellow Jersey PR Jim Williams, CEO Juliet Heading Dominic Barretto Tel: +44 (0) 20 7887 6599 Tel: +1 416 868 1079 x 239 Tel: +44 (0) 776 853 7739 E: jwilliams@ariansilver.com E: juliet@chfir.com E: dominic@yellowjerseypr.com Growing industrial