Webinar: RRS Investor Conference - Day One, Session Four by Read Corporate

About This Webinar

This free two-day investor webinar will include presentations from some of Australia's most exciting emerging resource companies.

Agenda

Orion Minerals (ASX: ORN)
RareX (ASX: REE)
Mincor Resources (ASX: MCR)
Gateway Mining Limited (ASX: GML)
Liontown Resources (ASX: LTR)

Orion Minerals (ASX: ORN)

Errol Smart - Managing Director & CEO

Orion Minerals, dual-listed on the Australian and Johannesburg Stock Exchanges (ASX: ORN, JSE: ORN), is a globally diversified resource company set to become a new generation base metals producer through the development of its Prieska Copper-Zinc Project in South Africa’s Northern Cape Province.

Since acquiring Prieska in 2015, Orion has rapidly made this brownfields project one of the few fully permitted, bankable and development-ready base metal assets worldwide – underpinned by a globally significant JORC compliant VMS Resource of 30.49Mt @ 1.2% Cu and 3.7% Zn.
An emerging producer of the “future-facing” commodities required for global mega-trends such as decarbonisation and electrification, Orion has set new standards with its approach to ESG, community and stakeholder engagement, permitting and technology adoption, and is playing a leadership role in the resurgence of junior mining in South Africa.

Orion is working to complete project financing for Prieska, targeting production start-up in 2024. Orion also holds a high-quality portfolio of exploration assets in the Areachap region surrounding Prieska, and in the Fraser Range region of Western Australia.

RareX (ASX: REE)

Jeremy Robinson - Managing Director

RareX (ASX: REE) by name and rare by nature: a junior explorer with exposure to two potentially company-making projects – an exciting and rapidly growing rare earths deposit in WA and a free-carried interest in a closely-watched porphyry exploration campaign in the red-hot Lachlan Fold Belt in NSW.

Following a restructure earlier this year which saw experienced resources executives Jeremy Robinson, John Young and Cameron Henry join the board and new capital injected, RareX captured investor attention thanks to an astute farm-out deal with Canadian-listed Kincora Copper (TSXV: KCC) at its Trundle Project in the Macquarie Arc in NSW, host to the world-class Northparkes, Cadia and Boda porphyry deposits.

RareX retains a free-carried 35% interest, with the highly experienced Kincora team progressing a major exploration program aimed at unlocking the region’s next big copper deposit. Initial results have been tantalising, and a new phase of diamond drilling commenced recently.

In more recent times, it has been RareX’s 100%-owned Cummins Range rare earths project in WA which has been grabbing the headlines. A maiden Resource of 13Mt at 1.13% TREO (total rare earth oxide) last year put this strategically located asset on the map, particularly because of its high Neodymium and Praseodymium (NdPr) content and low thorium levels.

A recent 6,000m RC drill program has been delivering some outstanding thick, high-grade intercepts, galvanising interest in the stock amid surging investor interest in the rare earths space.

Mincor Resources (ASX: MCR)

David Southam - Managing Director

It’s been a whirlwind 18 months for Mincor Resources (ASX: MCR). Since last appearing at RRS, the emerging mid-tier miner has advanced its nickel restart concept at Kambalda to the brink of realisation after an action-packed period which has seen it execute a toll milling and off-take deal with BHP Nickel West, deliver a Definitive Feasibility Study and raise over $95 million.

With a Final Investment Decision now in place after securing a $55 million credit approved project finance facility, Mincor has also executed a mining contract, completed early works and commenced full commercial development – moving from “shovel-ready” to “shoveling”.

It’s an impressive track record which has put the Company well and truly on the cusp of a new era of sustainable nickel sulphide production, with first production slated for early 2022, and driven a substantial increase in its market capitalisation from around $80 million early last year to over $400 million currently.

In parallel with ongoing development activities, Mincor’s strong balance sheet means it can pursue a two-pronged growth strategy with a strong focus on ongoing exploration such as the exciting Cassini North area and in a target zone nicknamed the “golden mile for nickel” to continue to grow its inventory and mine life as it closes-in on first production.

Gateway Mining Limited (ASX: GML)

Mark Cossom - Executive Technical Director

Following a highly successful $9 million capital raising, Gateway Mining has recently super-charged its exploration efforts across its camp-scale, 100%-owned Gidgee Gold Project, located 800km north-east of Perth in WA.

Gidgee hosts an existing 240,000oz JORC Inferred Resource across two cornerstone deposits, Montague and Whistler. Recent drilling has highlighted strong potential to grow both of these deposits, while also revealing outstanding potential and numerous emerging discoveries within Gateway’s recently expanded 1,000km2 ground position at Gidgee.

More than 30,000m of RC and air-core drilling is planned in the second half of 2020, ensuring strong news-flow through to the end of the year as Gateway works to unlock the full potential of this emerging large-scale gold asset.

Liontown Resources (ASX: LTR)

David Richards - Managing Director

Over the past two years, Liontown Resources (ASX: LTR) has emerged as one of the most exciting new lithium growth stocks on the ASX, underpinned by a Tier-1 discovery at its flagship Kathleen Valley Lithium-Tantalum Project in WA.

An updated Pre-Feasibility Study (PFS) for Kathleen Valley delivered exceptional results including a Net Present Value of $1.12 billion and a ~40-year mine life at the planned initial 2Mtpa processing rate.

The updated PFS establishes a strong foundation for the forthcoming Definitive Feasibility Study (DFS) and positions Kathleen Valley to advance rapidly to the next stage of development.

Hard on the heels of the PFS, Liontown has also completed a Downstream Scoping Study (DSS), which demonstrated favourable financial upside from the production of battery-grade lithium products from Kathleen Valley feedstock.

Liontown also holds the Moora Project in WA, where it has recorded strongly anomalous gold, PGE, nickel and copper results in the same geological terrain as Chalice Gold Mines’ exciting new Julimar discovery. Drilling is scheduled to commence at Moora before the end of the year.