Cazaly Resources Limited · ASX:CAZ
Cazaly Resources — Investor Presentation (September 2012)
16 slides from Cazaly Resources's investor presentation, September 2012
Slide 1: Three Iron Ore Regions – Parker Range Ready to Mine
Three Iron Ore Regions Parker Range Ready to Mine September 2012
Slide 2: Disclaimer and Important Information
Disclaimer and Important Information • This presentation has been prepared by Cazaly Resources Limited (“Cazaly”). It contains forecasts and forward looking statements which are no guarantee of future performance and which involve certain risks. Actual results and future outcomes will in all likelih
Slide 3: Value
Value PARKER RANGE IRON ORE PROJECT (PRIOP) • NPV9: A$384M* Post-tax IRR: 129% • Based upon conservative average Fe pricing • Initial 8-9 year mine life with payback less than two years • Approvals granted – ready to mine • Esperance Port expansion supported by Government • Various export options be
Slide 4: Parker Range: Project Location
Parker Range: Project Location • Project located in the Yilgarn Iron Ore Province situated ~400km east of Perth • No road, rail, workforce infrastructure bottlenecks compared to the Pilbara or Mid-West • 5Mt/Yr Capacity Reservation Deed executed with Esperance Port Most advanced iron ore project loo
Slide 5: Parker Range Iron Ore Project
Parker Range Iron Ore Project Mount Caudan Iron Ore Deposit Mount Caudan • 100% owned by Cazaly Iron Ore Deposit 4km strike • Total current resource of 35.1Mt @ 55.9% Fe (61.4% CaFe) • Low waste to Ore stripping ratio (2.3:1) • Mine to produce 31.4Mt @ 55.3% Fe (60.7% CaFe) product • Goethite-Hemati
Slide 6: Iron Ore Product
Iron Ore Product Indicative Product Specs Single Fines Only Product Targeted Option Fe% CaFe% SiO2% Al2O3% P% MnO% LOI% Fines 56.4 61.9 6.00 2.50 0.020 1.10 9.10 Only • Marketable product with acceptable levels of chemical impurities • Low Phosphorous product •73m @ 58.4% • Manganese component also
Slide 7: Project Scope
Project Scope Scope • Open Pit Mining: Ramping from 2mtpa to 4mtpa • Plant: Crushing, screening & stockpiling • Road Haul: 57km on established roads to rail • Rail Haul: On public rail to port • Other: Grid power and accommodation facilities sited 14km away at town of Marvel Loch • Estimated 750 con
Slide 8: Esperance Port Sea and Land (EPSL)
Esperance Port Sea and Land (EPSL) An Iron Ore Port • Currently capable of exporting 12Mtpa. Cliffs Natural Resources currently utilise ~10Mtpa for iron ore • 20Mtpa expansion planned in two stages recently announced by the State • State government have also committed $120m to upgrading road & rail
Slide 9: Parker Range Project Summary
Parker Range Project Summary • Potential to deliver new iron ore mine in the Yilgarn of WA at PARKER RANGE • Export option via Port of Esperance, interim near term export solutions being examined • Robust project economics NPV9 A$384M, IRR 129% • Excellent infrastructure Roads, grid power, rail, etc
Slide 10: Pilbara Iron Ore
Pilbara Iron Ore • Numerous projects in world class province • Strategic land positions • Proven iron ore occurrences • Hamersley project vended out to Winmar Resources
Slide 11: Pilbara Iron Ore – Hamersley Project
Pilbara Iron Ore – Hamersley Project Winmar JV • Winmar Resources Ltd earning 51% by FMG Solomon Mining Hub 3,118Mt @ 56.5% Fe expenditure of $6M • Located in Central Pilbara region • Adjacent to FMG’s Solomon project • Upgraded resource: 242Mt @ 54.3% Fe (57.6% CaFe) • CAZ free carried to Definitiv
Slide 12: Earaheedy Joint Ventures
Earaheedy Joint Ventures Potential Major New Iron Ore Province WESTERN Earaheedy JV EASTERN Earaheedy Anglo JV Cecil Rhodes EARAHEEDY BASIN PROJECT TENURE Parker Range • Anglo American Farms-Into joint Cazaly/Vector Resources Earaheedy East Project • Anglo to earn 75% via staged payments of up to $5
Slide 13: Earaheedy Projects
Earaheedy Projects Anglo JV – Earaheedy East • Prospective for large scale iron ore deposits • Maiden drilling program identified significant mineralisation at the Cecil Rhodes Prospect. Intersections include: 22m @ 58.1% Fe, 22m @ 57.8% Fe 26m @ 55.1% Fe • Initial work by Anglo confirms extensive o
Slide 14: Huckitta IOCG Project – Northern Territory
Huckitta IOCG Project – Northern Territory Mithril Resources Limited JV Sammy JV • Mithril earning 80% • Greenfields exploration in an emerging province • Coincident gold, copper, gravity & IP anomalies → Iron Oxide Copper-Gold (IOCG) targets Illogwa IOCG Target Area (IITA) • ~50km long belt with ou
Slide 15: Cazaly Corporate Summary
Cazaly Corporate Summary Extensive projects in three major Iron Ore regions of Western Australia • PARKER RANGE: Potential to deliver new iron ore mine in the Yilgarn of WA 5Mt/Yr Capacity Reservation Deed at Esperance Port, economically robust • PILBARA: Vast potential over several underexplored pr
Slide 16: Thank you
Thank you Level 2, 38 Richardson Street, West Perth, Western Australia, 6005. PO Box 396, West Perth, Western Australia, 6872 Phone: +61 8 9322 6283 Fax: +61 8 9322 6398 email: admin@cazalyresources.com.au ACN 101 049334 www.cazalyresources.com.au
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