Stavely Minerals Ltd · ASX:SVY
Stavely Minerals — Investor Presentation (June 2023)
41 slides from Stavely Minerals's investor presentation, Jun 26, 2023
Slide 1: Finding the energy metals the world needs for a low-carbon future
For personal use only Finding the energy metals the world needs for a low-carbon future High-Impact Exploration in Emerging Copper and Nickel Provinces 26 June 2023 1
Slide 2: Disclaimer
Disclaimer ● This presentation contains only an overview of Stavely Minerals Limited (“Stavely" or the “Company”) and its activities and operations. The contents of this presentation, including matters relating to the geology and exploration potential of For personal use only the Company’s projects,
Slide 3: A Modern Australian Energy Metals Growth Company
A Modern Australian Energy Metals Growth Company What does Stavely Minerals offer that is different? For personal use only BIG targets 3
Slide 4: BIG Targets
BIG Targets Stavely Project - Thursday’s Gossan Prospect ● High-Grade Cayley Lode Cu-Au-Ag discovery For personal use only ● 9.3Mt at 1.23% Cu, 0.23g/t Au and 7.1g/t Ag 1 ● Belief there is a large porphyry at depth eg.: ● Far Southeast ● Resolution Stavely Project - S41 Au-Ag Prospect ● Recent disco
Slide 5: Stavely Project
For personal use only Stavely Project 5
Slide 6: Stavely Project
Stavely Project ● First-mover position – largest and most strategic tenement holding in the Stavely Volcanic Belt, western Victoria For personal use only ● Discovery– outstanding shallow high-grade copper-gold-silver discovery (September 2019), the Cayley Lode ● Cayley Lode MRE1 – 9.3Mt at 1.23% Cu,
Slide 7: First-Mover Position in Victoria's Stavely Arc
First-Mover Position in Victoria’s Stavely Arc ● Two cornerstone assets – 100%-owned Stavely and Ararat Projects For personal use only ● 1,461km2 ground position in Australia’s new exploration hot-spot of western Victoria (Kirkland Lake – Fosterville) ● Majority of exploration since 2014 focused on
Slide 8: Discovery Breakthrough – The Cayley Lode
Discovery Breakthrough – The Cayley Lode SMD050 32m at 5.88% copper, 1.00g/t gold and 58g/t silver, from For personal use only ● 62m drill depth, including: ● 12m at 14.3% copper, 2.26g/t gold and 145g/t silver from 82m, including: ● 2m at 40% copper, 3.00g/t gold and 517g/t silver ● Surprisingly, S
Slide 9: Cayley Lode Mineral Resources
For personal use only Cayley Lode Mineral Resources 9
Slide 10: Cayley Lode Discovery – Resource Drilling Long Section
Cayley Lode Discovery – Resource Drilling Long Section For personal use only 10
Slide 11: Cayley Lode Mineral Resource Estimate
Cayley Lode Mineral Resource Estimate ● Magma / Butte copper lode-style system – outstanding exploration target never before seen in For personal use only Australia ● 9.3Mt at 1.23% Cu, 0.23g/t Au and 7.1g/t Ag1 Indicated Inferred 38% 62% 300m Deep ● Open Pit Mineral Resources within open pit shell
Slide 12: Underground Potential
For personal use only Underground Potential 12
Slide 13: Cayley Lode Discovery – Amenable to Open Pit and UG
Cayley Lode Discovery – Amenable to Open Pit and UG SMD087 For personal use only ● 87m @ 1.74% Cu, 0.57g/t Au and 20g/t Ag, incl. ● 24m @ 4.19% Cu, 1.27g/t Au and 53g/t Ag, and ● 9m @ 4.09% Cu, 1.83g/t Au and 39g/t Ag Typical of most Cayley Lode intercepts: – a large intercept amenable to open pit b
Slide 14: Current Programs – How do we see this as a possible development?
Current Programs – How do we see this as a possible development? Option 1 A Phase-1 open pit based on high-grade structurally-controlled mineralisation drives an open pit that also captures 18Mt at 0.4% For personal use only copper in the chalcocite-enriched blanket. Followed by a Phase-2 undergroun
Slide 15: Deep Porphyry Target
For personal use only Deep Porphyry Target 15
Slide 16: Vertically Extensive – With Multiple Discovery Opportunities
Vertically Extensive – With Multiple Discovery Opportunities SMD050: 32m at 5.88% copper, 1.00g/t gold and 58g/t silver, from 62m drill depth on the UCF For personal use only SMD173: 43m at 2.60% copper, 0.42g/t gold and 10g/t silver, from 378m drill depth on the UCF underneath the LAS SMD182 : 10.4
Slide 17: Cayley Lode Discovery – Getting Hotter (SMD173)
Cayley Lode Discovery – Getting Hotter SMD173 ● 43m at 2.60% copper, 0.42g/t gold and 10g/t For personal use only silver, from 378m drill depth, including: ● 3m at 10.38% copper, 3.0g/t gold and 71g/t silver from 396m, including: ● 1m at 19.65% copper, 8.29g/t gold and 202g/t silver from 397m Vein /
Slide 18: Cayley Lode Discovery – Getting Hotter (SMD182)
Cayley Lode Discovery – Getting Hotter SMD182 ● 10.4m at 4.34% copper, 3.17g/t gold and 11g/t silver, from For personal use only 421m drill depth, including: ● 4.9m at 6.74% copper, 6.45g/t gold and 19g/t silver from 426m, including: ● 0.9m at 7.17% copper, 30.6g/t gold and 52g/t silver from 430m He
Slide 19: Cayley Lode Discovery – Getting Hotter
Cayley Lode Discovery – Getting Hotter For personal use only Mineral abbreviations: arg=argentite, asp=arsenopyrite, bn=bornite, cc=chalcocite, cp=chalcopyrite, cv=covellite, dg=digenite, en=enargite, fm=famatinite, gn=galena, hm=hematite, lo=loellingite, mo=molybdenite, mt=magnetite, po=pyrrhotite,
Slide 20: Lepanto HS and Far Southeast Porphyry, Luzon, Philippines
Lepanto HS and Far Southeast Porphyry, Luzon, Philippines Lepanto high-sulphidation Cu-Au deposit is genetically related to the Far Southeast porphyry Cu-Au For personal use only deposit. We believe the Cayley Lode has a similar porphyry relationship. Mineral Resources* 892Mt at 0.5% Cu and 0.7g/t A
Slide 21: The Stavely Volcanic Arc
The Stavely Volcanic Arc The Cayley Lode is interpreted to be formed above a causative porphyry. For personal use only Diamond drilling of the deep porphyry target is to re-commence in mid-July. The Stavely Arc is host to the Cayley Lode Cu-Au-Ag discovery and several other DEEP PORPHYRY TARGET regi
Slide 22: Stavely Regional Exploration
For personal use only Stavely Regional Exploration 22
Slide 23: Regional Exploration – Massive Opportunity for Discovery
Regional Exploration – Massive Opportunity for Discovery ● Full range of discovery opportunities For personal use only associated with an ancient volcanic arc Fairview Deep Porphyry 23
Slide 24: Regional Exploration – Massive Opportunity for Discovery
Regional Exploration – Massive Opportunity for Discovery ● Despite previous exploration by industry ‘top dogs’ Newcrest, Rio Tinto, CRA Exploration and North For personal use only Limited, Stavely Minerals has a ‘first mover’ advantage ● Almost 1,500km2 of tenure covering ~115km of porphyry-prospect
Slide 25: Regional Exploration – Massive Opportunity for Discovery
Regional Exploration – Massive Opportunity for Discovery ● The team has identified 19 regional targets and have active aircore and soil auger programmes For personal use only ● All of the regional targets are under younger (~10Ma) basalt cover or tertiary transported cover ● Already made a ‘blind’ p
Slide 26: Emerging Discovery? – The S41 Prospect
Emerging Discovery? – The S41 Prospect Magnetics Gravity S41 Prospect Aircore ● 4m at 2.21g/t gold For personal use only from 96m drill depth, including: ● 2m at 3.92g/t gold from 98m in aircore drilling ● Large 2km alteration zone ● Strongly anomalous base metals and pathfinder geochemistry See ASX
Slide 27: Emerging Discovery? – The S41 Prospect
Emerging Discovery? – The S41 Prospect S41 Prospect Breccia Pipe Kidston Breccia Pipe (5 Moz Au) S41 Diamond Drill Hole ● 1m at 2.16g/t Au from 282m For personal use only drill depth ● 37m at 0.10g/t Au, including: ● 2m at 0.56g/t Au from 320m, and ● 5m at 24.3g/t Ag from 353m ● Gold and silver in t
Slide 28: Emerging Discovery? – The Northern Flexure Prospect
Emerging Discovery? – The Northern Flexure Prospect Northern Flexure Prospect ● First drill programme For personal use only ● 20m at 33.2g/t silver from 12m drill depth, including: ● 2m at 169g/t silver from 98m ● Similar ultramafic contact setting to the Cayley Lode See ASX announcement 19/04/2023
Slide 29: Junction – Massive Opportunity for Additional Discovery
Junction 1 – Massive Opportunity for Additional Discovery Junction 1 Prospect ● 2km south of the Cayley Lode For personal use only ● Largest and highest grade soil anomaly in the project ● Restricted access over the past 15 years ● Aircore drill results including 35m at 3.4% Cu from 24m See Stavely
Slide 30: Toora Road
Toora Road Toora Road Prospect ● Same magnetic trend For personal use only as the Cayley Lode and the Northern Flexure prospect (left image) ● Historic aircore drill intercept (CRA): 15m @ 1.28g/t Au, 11g/t Ag, 0.26% Cu, 0.94% Pb and 0.10% Zn immediately north of a prominent gravity low (right image
Slide 31: Hawkstone Ni-Cu-Co Project
For personal use only Hawkstone Ni-Cu-Co Project 31
Slide 32: Hawkstone Ni-Cu-Co Project
Hawkstone Ni-Cu-Co Project Hawkstone Ni-Cu-Co Project ● 1,800km2 For personal use only ● ~30km of the prospective Ruins Dolerite ● Buxton / IGO JV Merlin discovery 1km from tenement boundary ● High tenor ave. 8%Ni ● Complimentary field season (winter) to the Stavely Project (summer) ● Potential for
Slide 33: Hawkstone Ni-Cu-Co Project
Hawkstone Ni-Cu-Co Project Hawkstone Ni-Cu-Co Project ● 1,800km2 For personal use only ● ~30km of the prospective Ruins Dolerite ● Buxton / IGO JV Merlin discovery 1km from tenement boundary ● High tenor ave. 8%Ni ● Complimentary field season (winter) to the Stavely Project (summer) ● Potential for
Slide 34: Work Programme
For personal use only Work Programme 34
Slide 35: 12-month Work Programme
12-month Work Programme ACTIVITY Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Jul-24 For personal use only Stavely Project Thursday's Gossan Prospect Deep Porphyry Drilling Toora Road Prospect Diamond drilling gravity low Junction 1 Prospect Aircore drilling S4
Slide 36: Copper and Nickel …the Ultimate “Future-Facing” Commodities
Copper and Nickel …the Ultimate “Future-Facing” Commodities In order to migrate to a low-carbon For personal use only economy and provide alternative energy solutions, certain strategic minerals are required to build the wind 3.6 tonnes of copper for every MW of wind farms, solar farms, electric veh
Slide 37: Copper and Nickel…Compelling Market Fundamentals
Copper and Nickel…Compelling Market Fundamentals There are very few high-quality For personal use only projects coming on stream in first world jurisdictions Escondida, the world’s largest copper mine: • 1.72% Cu average head grade in 2007 • 0.52% Ore Reserve grade in 2019 CRU estimates a 15 million
Slide 38: Corporate Summary
Corporate Summary CAPITAL STRUCTURE 12-month Share Price to 22 June 2023 ASX Ticker SVY $0.35 3,500,000 For personal use only Close Volume Share Price (22/06/23) $0.12 $0.30 3,000,000 Shares on Issue 326M $0.25 2,500,000 Cash (31/03/23) $3.9M $0.20 2,000,000 Market Capitalisation $39.1M $0.15 1,500,
Slide 39: Summary – Key Investment Takeaways
Summary – Key Investment Takeaways ✓ First-mover position (1,461km2) in a potential emerging copper province ✓ Discovery of structurally-controlled high-grade lode-style copper-gold-silver mineralisation similar to the Magma (Arizona) and Butte (Montana) deposits For personal use only ✓ Initial Mine
Slide 40: Contact Us
For personal use only Contact Us: Stavely Minerals Limited Level 1, 168 Stirling Highway Nedlands WA 6009 www.stavely.com.au info@stavely.com.au Ph: 08 9287 7630 The information in this presentation is extracted from information available to view on www.stavely.com.au. The Company confirms that it i
Slide 41: Mineral Resources Classifications
Mineral Resources Classifications Table 1. Cayley Lode Initial Mineral Resource estimate Cut-off Grade Cont. Grade Cont. Grade Cont. Resource Resource Tonnes Material Category (Mt) For personal use only Cu (Cu %) (Cu %) (Au g/t) Au (oz) (Ag g/t) Ag (oz) (Mlbs) Primary Indicated 0.2 5.87 1.04 134.4 0