Archer Materials Limited · ASX:AXE
Archer Materials — Archer Exploration — Investor Presentation (June 2015)
24 slides from Archer Materials's investor presentation, Jun 9, 2015
Slide 1: Eyre Peninsula Mineral & Energy Resources Community Development Taskforce
For personal use only ARCHER EXPLORATION LIMITED Eyre Peninsula Mineral & Energy Resources Community Development Taskforce 9th June 2015 Gerard Anderson Managing Director
Slide 2: Contents
Contents • Introduction For personal use only • Corporate Snapshot • Board and Senior Executives • Eyre Peninsula Graphite Project • Campoona Shaft MLP • Key Elements • Community Engagement • Community Consultation • Geology • Mining • Mineral Processing • Water Supply • Benefits • Projects Waddik
Slide 3: Introduction
Introduction • Archer is a South Australian based minerals explorer For personal use only • Primary focus is developing its graphite assets 1. Eyre Peninsula Graphite project – Australia’s largest JORC 2012 graphite resource Campoona ultra pure ultra-fine flake graphite Waddikee large flake grap
Slide 4: Corporate snapshot
Corporate snapshot Tight capital structure For personal use only Capital structure Market performance Shares on issue 84.5m 25 cps Performance Rights (exp. 31/7/16) 2.32m 20 Share price (5/6/15) $0.10 15 Market capitalisation $8.5m 10 Cash (as at 31/3/15) $2.4m Enterprise value $6.1m 5 Share ownersh
Slide 5: Board and senior executives
Board and senior executives Experienced board and management For personal use only Greg English Tom Philips AM Alice McCleary Gerard Anderson Wade Bollenhagen Non-Executive Non-Executive Non-Executive Managing Director Exploration Chairman Director Director • 40 years Manager • Qualified • Former di
Slide 6: Eyre Peninsula graphite project
Eyre Peninsula graphite project Australia’s largest combined JORC 2012 graphite resource For personal use only 8.55Mt @ 9.0 Cg% (lower cut-off grade of 5% Cg)* Contained Resource Tonnes Graphite Area Graphite Category (Mt) (% Cg) (tonnes) Measured 0.32 12.7 40,600 Campoona Shaft Indicated 0.78 8.2 6
Slide 7: Objective – boutique diversified graphite producer
Objective – boutique diversified graphite producer Archer’s objective is to produce 10,000 tonnes per annum of ultra pure Campoona graphite For personal use only • Mechanical cell flotation • High purity, high value crystalline fine graphite • Testing of indicates suitability for lithium-ion batteri
Slide 8: Campoona MLP – key elements
For personal use only Campoona MLP– key elements MLP covers: MC Campoona Shaft - ≈ 65 ha covering the mine MPL Sugarloaf - covering the Sugarloaf processing site and TSF MLP Process Water - covering the Pindari Borefield and process water line to Sugarloaf Sugarloaf processing facility MPL P
Slide 9: Community engagement
Community engagement • Hosted focus group meeting in September 2013. For personal use only • Established a Community Consultative Committee (CCC) with community representatives, Archer, invited guests (facilitated) • CCC meetings held regularly (~every 2 months) during 2013, 2014 and 2015. • Provide
Slide 10: Community consultation
For personal use only Community consultation 10
Slide 11: Campoona Shaft geology
For personal use only Campoona Shaft geology Graphite under a thin (0.5m) topsoil veneer 20-50m wide steep westerly dipping graphitic schist within protogneiss Complete oxidation enhances liberation of graphite Hangingwall contact with highly Highly weathered graphitic schist Strongly weathere
Slide 12: Campoona Shaft geology
For personal use only Campoona Shaft geology W E ZONE OF 50m MINERALISATION 100m 0 50 metres 12
Slide 13: Campoona Shaft mining
Campoona Shaft mining Mining For personal use only • Campaign day shift only mining (notionally spring and autumn), six days per week • Largely free-dig 60-70 m bgl • Dry pit. Rainfall harvested to augment bore water for dust suppression • Starter pit west of ridge line with waste rock stored in E-
Slide 14: Campoona mineral processing
Campoona mineral processing • Comprehensive metallurgical studies have defined For personal use only optimum processing conditions. • Process steps: Crushing Blunging Rougher Flotation Concentrate Milling Cleaner/Re-cleaner Flotation Screening Drying Bagging • Deposit displays improv
Slide 15: Campoona Shaft ore treatment process
For personal use only Campoona Shaft ore treatment process 15
Slide 16: Water supply
Water supply Process water For personal use only • High yielding fractured rock aquifer at Pindari located 8kms north of Sugarloaf • Two bores at Pindari capable of supplying requirement of 100ML/yr • Saline water quality ≈ 22,500TDS with no current other beneficial use • TSF decant expected to prov
Slide 17: Campoona graphite product
Campoona graphite product • Campoona final product 15-28µm (or finer depending on customer requirements) micronised graphite For personal use only grading 98.5 – 99.7% Cg • Testing found that Archer’s natural graphite at Campoona met anode standards for use as in current generation lithium-ion batte
Slide 18: Supplier to battery market
Supplier to battery market Archer’s objective is to manufacture at least 10,000 tonnes per annum of battery grade graphite. For personal use only Indicative Campoona project time line 2015 2016 2017 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Draft Mining Lease Proposal submitted* Incorporate feedback into Mining Le
Slide 19: Campoona – ultra-pure graphite
Campoona – ultra-pure graphite • Draft Mining Lease Proposal submitted 4 May 2015 For personal use only • Ore body outcrops and is free dig for first 70 metres • Project is easily scalable to meet demand • Construction of on-site advanced processing facility • When combined with Central Campoona Res
Slide 20: Campoona benefits
Campoona benefits Social For personal use only • Employment and training through EPMA, including indigenous employment opportunities • ~4 personnel in Administration • ~18 in mine operations • ~18 in processing operations • Expect multiplier of 2.5-3 • Employees to reside in the District – no FIFO I
Slide 21: Waddikee – large flake and large JORC resource
Waddikee – large flake and large JORC resource Wilclo South For personal use only • Extra Large, Large, Medium and Fine Flake graphite at grades of 91-93% Cg. • Inferred Resource of 6.38Mt @ 8.8% Cg (5% Cg cut-off • Only 20% of all graphite targets drilled • Resource upgrade expected with further dr
Slide 22: Sugarloaf – bulk use graphite
Sugarloaf – bulk use graphite • Large highly graphitic schist with an exploration target of 40 – 70Mt at 10-12% Total Carbon For personal use only • Graphite readily transformed into graphene products • Ideal resource for bulk use projects • Graphite was historically mined from two shafts at Sugarlo
Slide 23: Graphene
Graphene Two-year research program with University of Adelaide showing promising results for For personal use only commercial uses of Archer graphite and graphene related products Graphite Prepared Semi- Prepared Archer Graphene Materials products Products Product Examples Graphene Nanosheets Graphe
Slide 24: Disclaimer
Disclaimer Competent persons statement For personal use only The exploration results and Exploration Target reported herein, insofar as they relate to mineralisation, are based on information compiled by Mr Wade Bollenhagen, Exploration Manager of Archer Exploration Limited. Mr Bollenhagen is a Memb
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