Iron Road Ltd · ASX:IRD
Iron Road — Investor Presentation (August 2015)
16 slides from Iron Road's investor presentation, August 2015
Slide 1: India Trade Mission: Building Success in a Volatile Market
India Trade Mission August 2015 Building Success in a Volatile Market
Slide 2: Cautionary Statements
Cautionary Statements Forward Looking Statements This announcement contains certain statements with respect to future matters which may constitute "forward-looking statements". Such statements are only predictions and are subject to inherent risks and uncertainties which could cause actual values, r
Slide 3: Cautionary Statements
Cautionary Statements Competent Persons’ Statements - continued The information in this report that relates to Resources estimated in 2013 for the Murphy South/Rob Roy (Fresh) prospect is based on and fairly represents information and supporting documentation compiled by Ms Heather Pearce, who is a
Slide 4: The Forces at Play
The Forces at Play Volatility in the market Populace and industry interaction increasing across the globe The world is increasingly concerned with health and quality of life High quality feedstock reduces emissions and improves efficiencies India needs high quality steel to build high rise dwellings
Slide 5: The Forces at Play
The Forces at Play Economic and strategic pressures Increased demand for high Market forces creating uncertainty Limited • Iron Road offers grade ores new secure supply of sources of Low cost steel imports restricting premium grade ore high quality production • Strong market interest ores • Vital in
Slide 6: The Supply Competition
The Supply Competition 2020 Internationally Tradable Magnetite Concentrate Cash Costs High quality ore is a small portion of CFR China Basis seaborne market Sea Freight Royalties Increasing competition for high quality Port Costs steel inputs beginning to limit availability Inland Transport Karara M
Slide 7: A Transformative Product
A Transformative Product The Product High quality iron ore concentrate No further processing required for sinter plant use. May be pelletised if required China Iron & Steel Research Institute Group (CISRI) has confirmed and quantified benefits to mills • Reduces energy use, pollutants and slag produ
Slide 8: Minimising Project Risk
Minimising Mine Project to Customer Risk Solution Our Challenge Confirm the size and quality of the resource Confirm the unique properties of the final product and its market value Minimise project risk Maximise opportunities for project participants
Slide 9: Minimising Project Risk: Our Solution
Minimising Mine Project to Customer Risk Solution Our Solution Invested 7½ years and approximately $120 million in development Developed and retained the core team to manage project – including technical, political and community risks Applied innovative thinking and proven technology to reduce cost
Slide 10: Achieving Maximum Value
Achieving Mine Maximum to Customer Value Solution The Result Cost-effective to produce despite lean market conditions Premium quality product for minimum thirty year mine life, suitable for sintering or pelletising Product benefits confirmed and referenced to Chinese mills by China Iron & Steel Rese
Slide 11: Added Solution Benefits
Mine Value Added Solution to Customer Benefits The Result Infrastructure business includes a new deep water port and standard gauge railway Premium iron concentrate business underpins infrastructure investment Infrastructure designed for multifunctional use, ensuring the project has national signifi
Slide 12: Essential State Infrastructure
Essential State Infrastructure Rail 148km multi-user corridor minimises impacts Scalable design philosophy Potential to connect to the Australian rail network Port Cape and Panamax loading Two berths for 24/7 operations Able to receive containerised consumables via module offloading facility No dred
Slide 13: Essential State Infrastructure
Essential State Infrastructure Power New electrical power transmission line Iron Road requires maximum operating load of approximately 583MW Iron Road will be the grid’s largest customer Water 60km to bore field Potential to supply raw or potable water to third parties
Slide 14: Australia's prosperity
A time of volatility... is a time for opportunity Seven years of investigation, now a de-risked project Thirty years supply of premium product Benefits to mills quantified Project essential to South Australia’s prosperity
Slide 15: Cautionary Statements
Cautionary Statements Modelling based upon 25 year mine life, consisting of: • Initial 17 years using Proven and Probable Mining Reserve of 2,071Mt @ 15.5% iron (200x100m, 100x50m diamond drill spacing). • Further eight years using 28% Measured, 24% Indicated and 48% Inferred Resources of 1,303Mt @
Slide 16: Iron Road Limited Resource Statement, Indicative Concentrate Specifications
Iron Road Limited Resource Statement, Indicative Concentrate Specifications CEIP Global Mineral Resource Tonnes Fe SiO2 Al2O3 P LOI Location Classification (Mt) (%) (%) (%) (%) (%) Measured 2,222 15.69 53.70 12.84 0.08 4.5 Murphy South/Rob Roy Indicated 474 15.6 53.7 12.8 0.08 4.5 Inferred 667 16 53