Igc Pharma, Inc. · AMEX:IGC
Igc Pharma — India Globalization Capital — Investor Presentation (February 2014)
14 slides from Igc Pharma's investor presentation, Feb 6, 2014
Slide 1: Acquiring Distressed Mining Assets
INDIA GLOBALIZATION CAPITAL, INC. NYSE MKT: IGC Acquiring Distressed Mining Assets www.indiaglobalcap.com February 2014
Slide 2: Forward-looking statements
Some of the statements contained in this press release that are not historical facts constitute forward-looking statements under the federal securities laws. Forward-looking statements can be identified by the use of the words "may," “will,” "should," "could,” “expects,” "post", "plans," “anticipate
Slide 3: Background
Background IGC is a mining, materials and infrastructure company focused on acquiring distressed mining assets that can generate revenue and profits in 6 to 18 months. We have operating subsidiaries in India & China held through Mauritius and Hong Kong.
Slide 4: Indian Operations
Indian Operations In India, IGC has: Deep ties with iron ore mines The capability to ship iron ore to China Access to ports and crushers Indian mines have been closed for export since July 2010. They are expected to reopen in 2014. Prior to mine closure, IGC had $200M in backlog of orders for iron o
Slide 5: Inner Mongolia
Inner Mongolia IGC acquired four mine sites in Inner Mongolia with iron sand deposits. IGC also acquired three beneficiation plants that process low grade iron ore to high grade iron ore. cao
Slide 6: The iron ore beneficiation process
The iron ore beneficiation process starts with loading trucks with sand containing mineralized iron ore. The sand is passed through a bank of dry magnets (dry process) that separates iron ore from the sand, producing iron ore that is about 35% Fe.
Slide 7: The output of the dry process
The output of the dry process is then washed using water and passed through wet magnetic separators. This produces 66% Fe content high grade iron ore that is sold to the steel mills. The slurry produced by the wet process is used to water shrubs that are planted in the area, providing ground cover a
Slide 8: 2014 Projection
2014 Projection IGC expects to start processing iron ore in one plant using the mineralized sand from its current mine and a mine located 30 miles away that has about 8 MT of 20% FE grade iron ore. Our off-take agreement can be operational in 2014. Daily output 333MT 667MT 1,000 Mt Annual Metric Ton
Slide 9: Opportunity
¥8y Opportunity y IGC has an option to invest directly in the mine. Processing all 8 million tons of 20% Fe iron ore would result in just over 2 million tons of high-grade iron ore. Revenue: $240 million Profit: $60 million In addition there is an estimated 42 million tons of 40% non- magnetite iron
Slide 10: Market
a) Coarket China imports over 50% of the iron ore that is shipped Global Iron Ore Imports China mEU27 m Japan = South Korea m Others In 2011, China imported 642 million tons of iron ore, In 2012, it imported 743.6 million tons. 10
Slide 11: Market Predictions
Market Predictions China steel vs. USA steel making: Almost 90% of Chinese steel is made in blast oxygen furnaces, which use iron ore Almost 60% of USA steel is made in electric arc furnaces, which use recycled scrap steel Market Predictions: Based on Global and China’s GDP growth rate. Based on Chi
Slide 12: Market Predictions (cont.)
Market Predictions (cont.) Goldman Sachs report dated May 8, 2013: Price to hold relatively steady due to low port inventories in China Morgan Stanley report dated April 23, 2013: Seaborne iron ore market to offer insufficient quantity until 2015, when production can catch up. In the immediate futur
Slide 13: Short, Medium and Long Term Goals
Short Term: Strengthen the supply chain for raw materials. Goal of producing between 100,000 to 200,000 MT per year. Medium Term: Expand capacity through accretive acquisitions of distressed properties to diversify asset portfolio. Long Term: Acquire distressed mining assets that can produces revenu
Slide 14: Management Team
Management Team Mr. Ram Mukunda - CEO, Executive Chairman, President and Director Graduated from University of Maryland. Engineering and math background. Founded Startec Global Communications. IPO 1997, Nasdaq. Worked at Intelsat, the worlds largest satellite consortium. Worked on Wall Street in the
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