PLD Corporation Ltd (PLD)
Page 5 See Page 13 for Disclaimer and Disclosures 10 December 2014
Figure 6 : ASX listed zinc exposures, by Resource size
Sharers Share Mkt Cap Cash EV Resource
on issue price Zinc Lead Silver Zinc Zinc eq.
IBG IronBark Reesources 441.6 m 9.0c $ 40m $ 3.7m $ 36m 132.0 Mt 4.01% 0.43% 5,299 kt 5,825 kt
PLD PLD Corporation 587.6 m 0.6c $ 3.5m $ 0.6m $ 3m 72.0 Mt 3.10% 2.90% 18.0 g/t 2,232 kt 4,468 kt
IBG IronBark Reesources 441.6 m 9.0c $ 40m $ 3.7m $ 36m 70.8 Mt 5.16% 0.47% 5.6 g/t 3,653 kt 4,057 kt
HRR Heron Resources 360.9 m 12.0c $ 43m $ 31m $ 12m 28.4 Mt 5.12% 1.97% 59.5 g/t 1,452 kt 3,445 kt
MUX Mungana Gold 164.6 m 12.0c $ 20m $ 4.5m $ 15m 153.7 Mt 0.21% 0.01% 7.8 g/t 328 kt 3,376 kt
KBL KBL Mining 393.5 m 3.6c $ 14m $ 2.6m $ 12m 11.3 Mt 0.89% 2.29% 37.6 g/t 101 kt 3,023 kt
TZN Terramin 1,317.7 m 10.5c $ 138m ($35m) $ 173m 77.6 Mt 4.41% 1.26% 2,325 kt 2,984 kt
CSD Consolidated Tin Mines 1,054.9 m 4.2c $ 44m $ 0.0m $ 44m 37.1 Mt 1.06% 0.41% 9.2 g/t 372 kt 2,330 kt
VXR Venturex Resources 1,547.9 m 0.5c $ 7.7m $ 2.6m $ 5m 26.4 Mt 4.06% 0.27% 18.9 g/t 1,070 kt 2,218 kt
RXL Rox Resources 849.7 m 2.9c $ 25m $ 4.9m $ 20m 27.1 Mt 3.22% 0.74% 874 kt 1,095 kt
AUQ Alara Resources 242.0 m 1.7c $ 4.1m $ 2.8m $ 1m 52.7 Mt 1.07% 566 kt 1,029 kt
OVR Overland Resources 205.4 m 0.9c $ 1.8m $ 0.9m $ 1m 12.6 Mt 5.31% 0.83% 667 kt 763 kt
AMI Aurelia Mining 343.8 m 26.0c $ 89m $ 13m $ 77m 10.5 Mt 1.38% 0.90% 10.2 g/t 145 kt 733 kt
RVR Red River Resources 173.2 m 13.0c $ 23m $ 10.3m $ 12m 3.5 Mt 8.84% 2.53% 30.3 g/t 307 kt 533 kt
SBR Sabre Resources 226.5 m 2.1c $ 4.8m $ 2.2m $ 2.6m 16.9 Mt 1.53% 0.59% 4.8 g/t 259 kt 370 kt
RMG RMG Limited 160.4 m 4.9c $ 7.9m $ 2.3m $ 6m 10.4 Mt 2.70% 0.20% 1.0 g/t 281 kt 302 kt
MRP MacPhersons Resources 302.1 m 12.5c $ 38m $ 6.8m $ 31m 4.9 Mt 1.77% 79.5 g/t 86 kt 205 kt
Resource grade Contained
Source : IRESS, Beer & Co
Note
1. IBG has as major shareholders Nyrstar (23.6%) and Glencore (10.7%);
2. IBG’s Citroenen project is based on the smaller resource estimate, that is within the larger (132Mt) estimate
3. CSD has assumed the pending approval of the acquisition of the Thalanga assets has been endorsed
4. RXL has 49% of the Reward project; Teck Resources (TCK.TSX) has 51% and is able to earn to 70% by funding
$15m in exploration by August 2018.
5. AUQ includes its 50% of Khnaiguiyah, the ownership of which is in dispute.
Figure 7 uses the same data as Figure 6, but is ordered by the value per Resource
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