July, 2013 TSX-V: GXM

Transcription

1 July, 2013 TSX-V: GXM

2 This presentation by Geodex Minerals Ltd. (the Company ) contains forward-looking statements, including, in particular, statements about the Company s plans, strategies and prospects. These statements have been based on the Company s current assumptions, expectations and projections about future events. Although the Company believes that the expectations reflected in these forward-looking statements are reasonable, the Company can give no assurance that these expectations will prove to be correct or that results anticipated in the forward-looking statements will be achieved. These forward-looking statements include risks and uncertainties. These risks and uncertainties include, among other things, market conditions, industry uncertainty and other factors. DISCLAIMER

3 Decade of New Brunswick Exploration Business Plan is acquisition of projects which can be advanced to drill stage with one short and focused exploration program Intent is to conduct series of programs this fall to position Geodex for drill programs in 2014 Good capital structure 18.4M shares outstanding, 23.5M fully diluted Market capitalization of $1.1M Management track record of exploration & development successes Sisson deposit delineated and sold to Northcliff Resources (Hunter Dickinson Group) as one of largest tungsten deposits in world New Brunswick consistently ranked as one of world s best mining jurisdictions (Fraser Institute Surveys) 3

4 Sisson Mt Pleasant West Dungarvon Jake Lee ACTIVE IN NEW BRUNSWICK SINCE

5 2012 Re-structured in 2012 following sale of major asset June 2012 : Sold remaining 30% Sisson Project interest to Northcliff Resources (Hunter Dickinson) July 2012 : Shareholders received Northcliff shares Sept 2012 : 10:1 share consolidation Dec 2012 : Private Placement of 2.3M $0.09 with $0.12 warrant, taken down primarily by insiders and close associates 5

6 Public company, listed on the TSX-V (Canada) and Frankfurt stock exchanges SHARES OUTSTANDING $0.12 $0.10 $0.12 FULLY DILUTED CASH ON HAND - JULY million 1.67 million 1.03 million 18.4 million shares 23.5 million shares C$0.5 million INSIDERS 8.1% CLOSE SUPPORTERS ~ 40% 6

7 MANAGEMENT & DIRECTORS Mark Fields, P.Geo., B.Comm. President, CEO, Director Jack Maris Chairman, Director Jack M. Marr, M.Sc., P. Geo. VP Exploration, Director Jack Patterson, M.Sc., P. Geo. Director David M. Buckle, B.Sc., MBL Director Gorden Glenn, B.Sc. Director Mark Fields receiving EA Scholz award for excellence in mining development, January 2013 David Martin, P. Geo. VP, New Brunswick Operations Blaine Bailey, CGA Chief Financial Officer ADVISORY BOARD Michael MacLeod, P.Eng., M.Eng., MBA Raymond Dujardin, P.Eng. Neil S. Seldon, B. Sc., ARSM David Sinclair, Ph.D. The 3 Jacks: Patterson, Maris and Marr 7

8 FOCUSSED ON NEW BRUNSWICK New Brunswick Advantages Fraser Institute consistently ranks N.B. one of world s best mining jurisdictions Sisson Dungarvon Attractive cost structure and established infrastructure: eg. $135/m all-in drilling costs Mt Pleasant West Jake Lee Extended exploration seasons: 8+ months annually Experienced mining services industry: short lead times for planning and execution Geodex s recognized expertise and successes over the past decade in New Brunswick 8

9 FROM EXPLORATION TO DEVELOPMENT AND BACK TO EXPLORATION From 2004 to 2010 primary focus was exploration and development of Sisson Tungsten-Molybdenum Project Established Sisson as one of world s largest tungsten deposits Geodex sold Sisson interest in June 2012 Sisson Feasibility Study completed by new owner Northcliff, plans mine construction beginning in 2014, low capital cost of $580M (January 29, 2013, Northcliff press release) Geodex has re-focused on exploration of projects that can be drilled in short term Focus is discovery driven for shareholder return 9

10 FRAMEWORK FOR NEW BRUNSWICK DEPOSITS Picture extracted from: A Review of Proterozoic to Early Paleozoic lithotectonic terranes in the northeastern Appalachian orogen of New Brunswick, Canada, and their tectonic evolution during Penobscot, Taconic, Salinic and Acadian orogenesis; Fyffe, Johnson & Van Staal; Atlantic Geology 47 (2011). New Brunswick has several distinct geologic areas which host different deposit types Geodex has focused on central and southern NB and Late Dungarvon intrusions Characterized by tungsten, molybdenum, antimony and tin metals Porphyries in northern NB also of interest. Tools used include government mapping, geophysics, known anomalies at the regional scale and prospecting, geochemistry, geophysics and drilling at property scale 10

11 BOULDER DISCOVERIES IN MINERAL EXPLORATION Examples of global mineral discoveries for which tracing boulders or mineralized material to source played a major role Patterson Lake South, uranium, Saskatchewan Clarence Stream, gold, New Brunswick Orvan Brook, zinc-lead-copper-silver, New Brunswick Windy Craggy, copper-gold-silver-cobalt, British Columbia Lac de Gras, diamonds, Northwest Territories Batu Hijau, copper-gold, Indonesia Gosowong, gold, Indonesia Ok Tedi, Papua New Guinea Large parts of New Brunswick are till covered. Prospecting for boulders and soils anomalies is an effective technique which Geodex has successfully used on various projects Dungarvon boulder with a representative sample grading 1.03% WO3, 0.25% Mo 11

12 DIVERSIFICATION THROUGH NEW PROJECTS Actively reviewed and generated potential new project ideas in 2012 & 2013 Acquisition criteria include: Projects which can be advanced to drill stage with one exploration program Position Geodex for drill programs in 2014 Focus remains New Brunswick 12

13 Decade of New Brunswick Exploration Business Plan is acquisition of projects which can be advanced to drill stage with one short and focused exploration program Intent is to conduct series of programs this fall to position Geodex for drill programs in 2014 Good capital structure 18.4M shares outstanding, 23.5M fully diluted Market capitalization of $1.1M Management track record of exploration & development successes Sisson deposit delineated and sold to Northcliff Resources (Hunter Dickinson Group) as one of largest tungsten deposits in world New Brunswick consistently ranked as one of world s best mining jurisdictions (Fraser Institute Surveys) 13

14 APPENDIX TUNGSTEN MARKET AND USES A1

15 1-Sep-10 1-Oct Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb TUNGSTEN APT* EUROPEAN FREE MARKET US$ PER MTU Average Price TUNGSTEN PRICE A2

16 TUNGSTEN: A UNIQUE METAL Hardest of all metals Highest melting point Lowest expansion coefficient High thermal and electrical conductivity Highest density (equal to gold) A3

17 ESSENTIAL FOR CONSTRUCTION & MANUFACTURING! Global Tungsten Uses Mill Products Cemented Carbide (Hardmetal) Other 2% 3% 4% 4% 5% 16% Chemical Steels 66% Lighting Super Alloys Source: ITIA A4

18 CHINA DOMINATES 2011 World Production Source 10% 3% 4% 83% Russia China Canada Other Countries Source: US Geological Survey A5

19 Global Tungsten Consumption EU 26% ROW 17% Japan 9% NAFTA 16% China 32% Source: British Geological Survey World Mineral Production Statistics A6