Alkane Resources Ltd · ASX:ALK
Alkane Resources — Noosa Mining Investor Conference 2024
16 slides from Alkane Resources's conference presentation, Jul 18, 2024
Slide 1: ASX and Media Release: Noosa Mining Investor Conference
ASX and MEDIA RELEASE 18 July 2024 Noosa Mining Investor Conference Alkane Resources Limited’s Managing Director, Mr Nic Earner, will be presenting at the Noosa Mining Investor Conference today at 9:45 am (AEST), (7:45am (AWST)). A copy of Mr Earner’s presentation is attached. This document has been
Slide 2: Noosa Mining Investor Conference
Noosa Mining Investor Conference Nic Earner Managing Director 18 July 2024 © 2024 Alkane Resources
Slide 3: Disclaimer
Disclaimer This presentation contains certain forward-looking statements and forecasts, including possible or assumed reserves and resources, production levels and rates, costs, prices, future performance or potential growth of Alkane Resources Ltd, industry growth or other trend projections. Such s
Slide 4: Company Snapshot
Company Snapshot Tomingley Boda-Kaiser (20Mtpa) FY25: A$1.78B 70K-80K oz Au pre-production capital $2,400-$2,600 AISC Cu 35,600 t From FY27: Au 159,300 oz 100K+ oz Au (pa) (pa for first 5yrs) $1,900-$2,100 AISC A$5.7B free cashflow (pre-tax) $132M capital for growth over next 18 months 17yr+ mine li
Slide 5: Corporate Profile
Corporate Profile Capital Structure Share Price 2024 Ordinary Shares 603 million Share Price (17 July 2024) A$0.56 Market Capitalisation A$335M 12 Month low/high A$0.46/0.83 Cash and Gold Bullion (30 June 2024) ~A$54.2M Interest Bearing Debt Drawn (30 June 2024) ~A$50M Total Liquidity (30 June 2024)
Slide 6: Tomingley
Tomingley
Slide 7: Tomingley Operation
Tomingley Operation FY25-29: $132M 455,000-505,000 oz Au capital for growth $1,900-$2,100 AISC over next 18 mths Mine life to $1.5M oz Au 2030+ in resource
Slide 8: Boda-Kaiser
Boda-Kaiser
Slide 9: Summary Scoping Study Metrics
Summary Scoping Study Metrics 20 Mtpa 17+ years A$1.8B Throughout (2 x 10 Mtpa) Life of Mine Capex (pre-production) 35,611 tpa 159,334 oz pa A$630.4 / oz Copper (first 5 years) Gold (first 5 years) AISC (with copper by-product credit) A$4.3B A$1.8B 24% 10-Year Free Cashflow (pre-tax) NPV (7%) IRR Fo
Slide 10: Boda-Kaiser
Boda-Kaiser • Regional exploration opportunities (~$5m pa) • Environmental studies commenced • Further studies to reduce mining costs and assess potential for bulk-tonnage, underground mining • Engaging with potential partners ALKANE RESOURCES | ASX:ALK 9
Slide 11: Company Summary
Company Summary Tomingley Boda-Kaiser Substantial cash and increase gold production to 35,600 tonnes Cu 100,000 oz Au (pa) 159,300 oz Au (pa for first 5yrs) $132M capital for growth over next 18 months 4-year payback Alkane Environmental studies continuing 3 major projects approved Engaging with pot
Slide 12: @alkaneresources alkane-resources-ltd alkane.com.au
@alkaneresources alkane-resources-ltd alkane.com.au
Slide 13: Board and Management
Board and Management Ian Gandel Nic Earner Ian Chalmers Gavin Smith Anthony Lethlean James Carter Non-Executive Managing Technical Non-Executive Non-Executive CFO and Joint Chairman Director Director Director Director Company Secretary Dennis Wilkins Simon Parsons Jason Hughes Mike Sutherland Brenda
Slide 14: Successful Explorers
Successful Explorers • Alkane draws on its extensive experience to create value through mineral resource discoveries • Long term well-resourced team • Comprehensive databases • Detailed regional knowledge • Successful at developing its discoveries and will also transact or joint venture for value •
Slide 15: Tomingley Resources
Tomingley Resources ALKANE RESOURCES | ASX:ALK 14
Slide 16: Boda-Kaiser Resource
Boda-Kaiser Resource Total Boda-Kaiser Grade-Tonnage Curve ALKANE RESOURCES | ASX:ALK 15
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