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Helmsec's Annual Mining Forum 2011
THE MANDARIN ORIENTAL HELMSEC’S 5 CONNAUGHT ROAD, CENTRAL ANNUAL MINING HONG KONG FORUM 2011 THURSDAY, 24TH MARCH 2011 SYDNEY | MELBOURNE | HONG KONG | SINGAPORE TABLE OF CONTENT PG FORUM SCHEDULE 3 INDIVIDUAL COMPANY INFORMATION SHEETS 8 ALPHABETIC BY COMPANY HELMSEC STAFF AT THE CONFERENCE 50 WHO WE ARE – THE PAN-ASIAN MINING INVESTMENT HOUSE 52 HELMSEC’S GLOBAL NETWORK & RECENT TRANSACTION 53 DIRECTORY & CONTACTS 54 This Helmsec Global Markets Limited and Helmsec Global Capital Limited (Individually and collectively “Helmsec”) publication is intended for the use of licensed Investment professionals. Past performance is not a reliable indicator of future performance. Any express or implied recommendations or advice presented in this document is limited to “General Advice” and based solely on consideration of the investment and/or trading merits of the financial product(s) alone, without taking into account the investment objectives, financial situation and particular needs of any particular person. Before making an investment decision based on the recommendations of advice, the reader must consider whether it is personally appropriate in light of his or her financial circumstances or should seek further advice in its appropriateness. Disclaimer: This document is only intended to provide background information and does not purport to be complete and/or to contain all the information that an investor may consider when making an investment decision. This document is not an offer, invitation, solicitation or recommendation with respect to the subscription for, purchase or sale of any securities. This note does not form the basis of any contract or commitment. Helmsec and its respective affiliates, agents, officers or employees make no recommendation as to whether you should participate in any securities in any Company referred to in this document (Company) nor do they make any recommendation or warranty to you concerning any Company an/or the accuracy, reliability or completeness of the information provided herein and/or the performance of any Company. -
Australian Government Takeovers Panel Index of Reasons By
Australian Government Takeovers Panel Index of Reasons By Legislation 2000 – 30 June 2019 Takeovers Panel Index of published reasons - By legislation - 2000 to 30 June 2019 The information in this index is current as at 30 June 2019. This index is provided by the Panel for the general assistance of parties and the public. It makes no representation or warranty as to the accuracy of the information contained in the index. The Panel will update the index from time to time. If you have any suggestions in terms of improving the index, please email [email protected] Corporations Act s9 'Panel Proceedings' GoldLink IncomePlus Limited 04R [2009] ATP 3, [11] s9 'Relevant Agreement' Isis Communications Limited [2002] ATP 10 Winepros Limited [2002] ATP 18, [26] World Oil Resources Limited [2013] ATP 1, [52] Touch Holdings Limited [2013] ATP 3 Merlin Diamonds Limited [2016] ATP 18, [34] Molopo Energy Limited 01 & 02 [2017] ATP 10, [49 Molopo Energy Limited 03R, 04R & 05R [2017] ATP 12, [53] s9 'Voting Share' The President's Club Limited [2012] ATP 10, [77] Condor Blanco Mines Limited [2016] ATP 8, [34] s9 'Remedial Order' Molopo Energy Limited 03R, 04R & 05R [2017] ATP 12, [280], footnote 80 s11 Molopo Energy Limited 01 & 02 [2017] ATP 10, [53(a)] s12 Taipan Resources NL 03 [2000] ATP 17, [72]-[79] (Corp Law 12) Winepros Limited [2002] ATP 18 Anzoil NL 01 [2002] ATP 19, [52]-[60] Aztec Resources Limited [2006] ATP 28, [37]-[41] BigAir Group Limited [2008] ATP 12 Mesa Minerals Limited [2010] ATP 4, [41] CMI Limited [2011] ATP 4 CMI Limited -
Atlas Iron Limited 67
David Flanagan Atlas Iron Limited 67 ASX Small to Mid Caps Conference Hong Kong 2008 Disclaimer This presentation has been prepared by Atlas Iron Limited (“Atlas” or the “Company”). It should not be considered as an offer or invitation to subscribe for or purchase any securities in the Company or as an inducement to make an offer or invitation with respect to those securities. No agreement to subscribe for securities in the Company will be entered into on the basis of this presentation. This presentation contains forecasts and forward looking information. Such forecasts, projections and information are not a guarantee of future performance, involve unknown risks and uncertainties. Actual results and developments will almost certainly differ materially from those expressed or implied. There are a number of risks, both specific to Atlas and of a general nature which may affect the future operating and financial performance of Atlas and the value of an investment in Atlas including and not limited to economic conditions, stock market fluctuations, iron ore demand and price movements, timing of access to infrastructure, timing of environmental approvals, regulatory risks, operational risks, reliance on key personnel, reserve and resource estimations, native title and title risks, foreign currency fluctuations, and mining development, construction and commissioning risk. You should not act or refrain from acting in reliance on this presentation material. This overview of Atlas does not purport to be all inclusive or to contain all information which its recipients may require in order to make an informed assessment of the Company’s prospects. You should conduct your own investigation and perform your own analysis in order to satisfy yourself as to the accuracy and completeness of the information, statements and opinions contained in this presentation before making any investment decision. -
Australian Mining League Table –
Australian Mining League table – Q1 2014 Australian Mining League table – Q1 2014 Position Market Capitalisation Differe Differenc Q1 2014 Q4 2013 nce e Moving into the Company Q1 Q4 Moveme ($A ($A ($A 2014 2013 nt million) million) (%) million) top 25: BHP Billiton Limited (ASX:BHP) 1 1 194,149.9 202,204.3 -4.0% (8,054.4) • Western Areas in at 22 up from 32 Rio Tinto Ltd. (ASX:RIO) 2 2 117,516.2 126,029.9 -6.8% (8,513.7) Fortescue Metals Group Limited 3 3 16,347.4 18,122.3 -9.8% (1,774.9) • OceanaGold in at (ASX:FMG) 25 up from 30 Alcoa Inc. (NYSE:AA) 4 4 14,963.6 12,713.2 17.7% 2,250.4 Newcrest Mining Limited (ASX:NCM) 5 5 7,575.6 5,971.7 26.9% 1,603.9 AngloGold Ashanti Ltd. (JSE:ANG) 6 6 7,547.4 5,270.4 43.2% 2,277.0 Iluka Resources Ltd. (ASX:ILU) 7 7 4,140.0 3,599.3 15.0% 540.7 Washington H. Soul Pattinson and 8 8 3,717.8 3,497.6 6.3% 220.2 Company Limited (ASX:SOL) Alumina Ltd. (ASX:AWC) 9 9 3,353.4 3,128.9 7.2% 224.5 New Hope Corporation Limited 10 10 2,484.5 2,766.5 -10.2% (282.0) (ASX:NHC) Arrium Limited (ASX:ARI) 11 11 1,831.3 2,371.6 -22.8% (540.3) Whitehaven Coal Limited 12 12 1,697.5 1,959.1 -13.4% (261.6) (ASX:WHC) Regis Resources Limited (ASX:RRL) 13 13 1,134.4 1,454.1 -22.0% (319.7) Moving out of the OZ Minerals Limited (ASX:OZL) 14 18 1,080.3 954.7 13.2% 125.6 top 25: Mount Gibson Iron Limited 15 14 992.4 1,106.9 -10.3% (114.5) (ASX:MGX) • Yancoal at 36 Aquila Resources Limited 16 19 963.0 947.1 1.7% 15.9 down from 24 (ASX:AQA) PanAust Limited (ASX:PNA) 17 15 961.7 1,075.7 -10.6% (114.0) • BC Iron in at 30 down from 25 Independence Group NL (ASX:IGO) 18 22 912.3 725.6 25.7% 186.7 Sandfire Resources NL (ASX:SFR) 19 17 908.9 1,005.4 -9.6% (96.5) Atlas Iron Limited (ASX:AGO) 20 16 892.6 1,052.8 -15.2% (160.2) Alacer Gold Corp. -
The Mineral Industry of Australia in 2012
2012 Minerals Yearbook AUSTRALIA U.S. Department of the Interior February 2015 U.S. Geological Survey THE MINERAL INDUSTRY OF AUSTRALIA By Pui-Kwan Tse Australia was subject to volatile weather in recent years Government Policies and Programs that included heavy rains and droughts. The inclement weather conditions affected companies’ abilities to expand The powers of Australia’s Commonwealth Government are their activities, such as port, rail, and road construction and defined in the Australian Constitution; powers not defined in the repair, as well as to mine, process, manufacture, and transport Constitution belong to the States and Territories. Except for the their materials. Slow growth in the economies of the Western Australian Capital Territory (that is, the capital city of Canberra developed countries in 2012 affected economic growth and its environs), all Australian States and Territories have negatively in many counties of the Asia and the Pacific region. identified mineral resources and established mineral industries. China, which was a destination point for many Australian Each State has a mining act and mining regulations that mineral exports, continued to grow its economy in 2012, regulate the ownership of minerals and the operation of mining although the rate of growth was slower than in previous years. activities in that State. The States have other laws that deal with As a result, Australia’s gross domestic product (GDP) increased occupational health and safety, environment, and planning. at a rate of 3.1% during 2012, which was higher than the All minerals in the land are reserved to the Crown; however, 2.3% rate of growth recorded in 2011. -
Atlas Iron Limited June 2010
JUNE 2010 QUARTERLY REPORT 28 JULY 2010 HIGHLIGHTS FOR THE JUNE 2010 QUARTER Mining commences at Wodgina. Atlas is on track to more than quadruple Pilbara iron ore exports to a 6Mtpa rate by December 2010. 173,557 WMT shipped. 322,686 ore tonnes processed. 283,114 ore tonnes mined. Improved costs at Pardoo as production ramps up. Hercules prospect discovered at Wodgina. Maiden Inferred resource on the Wishbone deposit at the Warrawanda Project, south east Pilbara. $63.5 million fund raising completed in May 2010 to fast track ramp up of DSO production to benefit from strong market demand. $155.2 million of cash on hand at 30 June 2010. Subsequent to the end of the quarter: commissioning of the Wodgina crushing and screening facility was completed, with ore production expected to commence in mid- August. JUNE 2010 QUARTERLY REPORT Page 1 of 9 QUARTERLY REPORT ATLAS IRON LIMITED JUNE 2010 OPERATIONS PRODUCTION Table 1: Mine Production 12 June March Variance Variance Months to Quarter Quarter Quarter Quarter June 30 10 (t) 10 (t) (t) (%) (t) Ore Tonnes Mined 283,114 389,703 -106,589 -27% 1,239,813 Ore Tonnes Processed 322,686 335,155 -12,469 -4% 1,258,683 Ore Tonnes Shipped (Dry) 164,706 326,521 -161,815 -50% 1,109,159 Table 2: Inventory June March Variance Variance Quarter 10 (t) Quarter 10 (t) Quarter (t) Quarter (%) Run of Mine Ore Stocks 42,647 71,936 -29,289 -41% Final Product Stocks - Site 34,691 63,782 -29,091 -46% Final Product Stocks - Port 242,152 101,766 140,386 138% Mining during the quarter at Pardoo focussed on pit development and waste mining at the South Limb and Alice East as the site prepares for expanded production leading up to the end of the calendar year. -
The Mineral Industry of Australia in 2008
2008 Minerals Yearbook AUSTRALIA U.S. Department of the Interior August 2010 U.S. Geological Survey THE MINERAL INDUS T RY OF AUS T RALIA By Pui-Kwan Tse Australia was one of the world’s leading mineral producing and the Brockman iron project in the Pilbara region of Western countries and ranked among the top 10 countries in the world Australia (Australian Bureau of Agricultural and Resource in the production of bauxite, coal, cobalt, copper, gem and Economics, 2009a). near-gem diamond, gold, iron ore, lithium, manganese ore, tantalum, and uranium. Since mid-2008, the global financial Minerals in the National Economy crisis had sharply weakened world economic activities, and the slowdown had been particularly pronounced in the developed Australia’s mining sector contributed more than $105 billion countries in the West. Emerging Asian economies were also to the country’s gross domestic product (GDP), or 7.7% of the adversely affected by the sharply weaker demand for exports GDP during fiscal year 2007-08. In 2008, the mining sector and tighter credit conditions. After a period of strong expansion, employed 173,900 people who worked directly in mining and an Australia’s economic growth decreased by 0.5% in the final additional 200,000 who were involved in supporting the mining quarter of 2008. Overall, Australia’s economy grew at a rate activities. Expectations of sustained levels of global demand for of 2.4% during 2008. During the past several years, owing to minerals led to increased production of minerals and metals in anticipated higher prices of mineral commodities in the world Australia, and the mineral industry was expected to continue markets, Australia’s mineral commodity output capacities to be a major contributor to the Australian economy in the next expanded rapidly. -
The Mineral Industry of Australia in 2007
2007 Minerals Yearbook AUSTRALIA U.S. Department of the Interior December 2009 U.S. Geological Survey THE MINERAL INDUS T RY OF AUS T RALIA By Pui-Kwan Tse Australia was one of the world’s leading mineral producing Constitution belong to the States and Territories. All powers that countries and ranked among the top 10 countries in the world in relate to mineral resources and their production belong to the the production of bauxite, coal, cobalt, copper, gem and near- States and Territories. Except for the Australian Capital Territory gem diamond, gold, iron ore, lithium, manganese ore, tantalum, (that is, the capital city Canberra and its environs), all Australian and uranium. Reflecting an increase in world demand for States and Territories have identified mineral resources and mineral commodities, the Australian economy grew at a rate of established mineral industries. 3.9% during 2007. Owing to anticipated higher prices of mineral The Mineral Council of Australia (MCA) urged the Federal commodities in the world markets, the Australian economy Government to establish a nationwide project approval process continued expanding and, as a result, surplus productive that would be consistent across all jurisdictions to reduce capacity was expected in the future. Owing to an increase in regulatory burdens that were affecting the mineral sector. In domestic demand and a tightening in the labor market, the addition, 10 principal statutes govern occupational health and consumer price index increased by 4.2% in 2007. safety in Australia, and, according to the MCA, this multilayer Australia’s total mineral exploration spending, excluding regulatory regime imposes a significant administrative burden petroleum, was $1,751.9 million (A$2,061.1 million) in 2007. -
Feature Feature Major Wa Mining Projects
FEATURE FEATURE MINING OUTLOOK Construction workers needed for major Major WA mining projects MINING OUTLOOK 27,000 WA resources projects 2014-15 Source: Pitcrew Port Hedland Pardoo Rio Tinto rail MAJOR WA MINING PROJECTS Dampier Cape Lambert Iron Bridge Mt Dove Rio Tinto mine Completed in past year Balla Balla Abydos (Forge Resources) BHP rail Karara Mining Karara project $2.6bn Mid West Production ramp-up proceeding Sino Iron Wodgina Rio Tinto Hope Downs 4 mine $2.1bn Pilbara First production in H1 2013, ramping up to 15mtpa BHP mine Rio Tinto Marandoo mine expansion $1.1bn Pilbara Production will be sustained at 15mtpa for 16 further years Mt Webber McPhee Creek FMG rail Fortescue Metals Christmas Creek 2 expansion $US1.0bn Pilbara Completed in June 2013 quarter Fortescue Metals Port Hedland port expansion $US2.4bn Pilbara Fourth berth and support infrastructure opened in Aug 2013 Pannawonica FMG mine Atlas Iron Mt Dove mine development n/a Pilbara Production commenced in Dec 2012 Hancock proposed rail Atlas Iron Abydos mine development n/a Pilbara First haulage in Aug 2013, ramping up to 2-3mtpa Solomon Atlas Iron Utah Point 2 stockyard n/a Pilbara Largely complete and now ready to receive ore Hancock mine Hub Christmas Creek Rio Tinto Argyle Diamonds underground mine $US2.2bn Kimberley Production commenced in H1 2013 and is ramping up Buckland (Iron Ore Holdings) Cloudbreak Mineral Resources Sandfire Resources DeGrussa copper mine $US384m Mid West Ramp-up to nameplate production nearing completion Koodaideri Roy Hill Atlas Iron Construction -
Corporate Presentation May 2017
Pilgangoora – the world’s leading lithium development project For personal use only Corporate Presentation – 15 May 2017 Disclaimer and Competent Person’s Statement Forward Looking Statement Disclaimer • This presentation may contain some references to forecasts, estimates, assumptions and other forward-looking statements. Although the Company believes that its expectations, estimates and forecast outcomes are based on reasonable assumptions, it can give no assurance that they will be achieved. They may be affected by a variety of variables and changes in underlying assumptions that are subject to risk factors associated with the nature of the business, which could cause actual results to differ materially from those expressed herein. All references to dollars ($) and cents in this presentation are to Australian currency, unless otherwise stated. • Readers should make and rely upon their own enquiries before deciding to acquire or deal in the Company's securities. • This presentation does not constitute an offer to sell, or a solicitation of an offer to buy, securities in the United States, Australia or any other jurisdiction. Any securities described in this presentation have not been, and will not be, registered under the US Securities Act of 1933 and may not be offered or sold in the United States except in transactions exempt from, or not subject to, registration under the US Securities Act and applicable US state securities laws. Competent Person Statements Information relating to the mineral resource estimate at the Pilgangoora -
Governance Strategies to Manage and Monitor Cumulative Impacts at the Local and Regional Level
ACARP PROJECT C19025 PUBLISHED 1/08/2012 GOVERNANCE STRATEGIES TO MANAGE AND MONITOR CUMULATIVE IMPACTS AT THE LOCAL AND REGIONAL LEVEL Daniel Franks, Jo-Anne Everingham & David Brereton THE UNIVERSITY OF QUEENSLAND DISCLAIMER No person, corporation or other organisation (“person”) should rely on the contents of this report and each should obtain independent advice from a qualified person with respect to the information contained in this report. Australian Coal Research Limited, its directors, servants and agents (collectively “ACR”) is not responsible for the consequences of any action taken by any person in reliance upon the information set out in this report, for the accuracy or veracity of any information contained in this report or for any error or omission in this report. ACR expressly disclaims any and all liability and responsibility to any person in respect of anything done or omitted to be done in respect of the information set out in this report, any inaccuracy in this report or the consequences of any action by any person in reliance, whether wholly or partly, upon the whole or any part of the contents of this report. ACARP Project C19025 Governance Strategies to Manage and Monitor Cumulative Impacts at the Local and Regional Level FINAL REPORT August 2012 Centre for Social Responsibility in Mining Sustainable Minerals Institute The University of Queensland, Australia [email protected] www.csrm.uq.edu.au Research Team David Brereton: Director, CSRM Daniel Franks: Senior Research Fellow, CSRM Jo‐Anne Everingham: Senior Research Fellow, CSRM Madeleine Porter: Research Assistant, CSRM Centre for Social Responsibility in Mining The Centre for Social Responsibility in Mining (CSRM) is a leading research centre, committed to improving the social performance of the resources industry globally. -
Small and Mid-Cap Resources December 2017 Review
Small and Mid-Cap Resources December 2017 Review Let the Good Times Roll WHO IS IIR? Independent Investment Research, “IIR”, is an independent investment research house based in Australia and the United States. IIR specialises in the analysis of high quality commissioned research for Brokers, Family Offices and Fund Managers. IIR distributes its research in Asia, United States and the Americas. IIR does not participate in any corporate or capital raising activity and therefore it does not have any inherent bias that may result from research that is linked to any corporate/ capital raising activity. IIR was established in 2004 under Aegis Equities Research Group of companies to provide investment research to a select group of retail and wholesale clients. Since March 2010, IIR (the Aegis Equities business was sold to Morningstar) has operated independently from Aegis by former Aegis senior executives/shareholders to provide clients with unparalleled research that covers listed and unlisted managed investments, listed companies, structured products, and IPOs. IIR takes great pride in the quality and independence of our analysis, underpinned by high caliber staff and a transparent, proven and rigorous research methodology. INDEPENDENCE OF RESEARCH ANALYSTS Research analysts are not directly supervised by personnel from other areas of the Firm whose interests or functions may conflict with those of the research analysts. The evaluation and appraisal of research analysts for purposes of career advancement, remuneration and promotion is structured so that non-research personnel do not exert inappropriate influence over analysts. Supervision and reporting lines: Analysts who publish research reports are supervised by, and report to, Research Management.