CORPORATE PRESENTATION. January 2016



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Transcription:

CORPORATE PRESENTATION January 2016

Cautionary Statement Regarding Forward-Looking Information This document contains certain forward-looking statements, including statements regarding, metals grades, potential mineralization, exploration results, and future plans and objectives of Aurcana Corporation ( Aurcana or the Company ). These statements are forward-looking statements that involve various risks and uncertainties. Forward-looking statements include, but are not limited to, statements with respect to potential mineral grades or tonnages at the Shafter property, mining and processing of mineralized material, achieving projected recovery rates, anticipated production rates and mine life, operating efficiencies, costs and expenditures, changes in mineral resources and reserves, and other information that is based on forecasts of future operational or financial results, estimates of amounts not yet determinable and assumptions of management. Any statements that express or involve discussions with respect to predictions, expectations, beliefs, plans, projections, objectives, assumptions or future events or performance (often, but not always, using words or phrases such as expects or does not expect, is expected, anticipates or does not anticipate, plans, estimates or intends or stating that certain actions, events or results may, could, would, might or will be taken, occur or be achieved) are not statements of historical fact and may be forward-looking statements. Forward-looking statements are subject to a variety of risks and uncertainties which could cause actual events or results to materially differ from those reflected in the forwardlooking statements. Actual results may differ materially from results contemplated by the forward-looking statements. Important factors that could differ materially from the Company s expectations include, among others, risks related to unsuccessful further exploration results, metals prices, fluctuations in currency prices, international operations, conclusions of economic evaluations and changes in project parameters as plans continue to be refined as well as changes in the availability of funding for mineral exploration and development, unanticipated changes in key management personnel and general economic conditions. When relying on forward-looking statements to make decisions, investors and others should carefully consider the foregoing factors and other uncertainties and should not place undue reliance on such forward-looking statements. The Company does not undertake to update any forward-looking statements, oral or written, made by itself or on its behalf, except as required by applicable law. Accordingly, readers should not place undue reliance on forward-looking statements. This presentation includes disclosure of scientific and technical information, as well as information in relation to the estimation of resources, with respect to the Shafter Project. Aurcana s disclosure of mineral reserve and resource information is governed by National Instrument 43-101 Standards of Disclosure for Mineral Projects ( NI 43-101 ) under the guidelines set out in the Canadian Institute of Mining, Metallurgy and Petroleum (the CIM ) Standards on Mineral Resources and Mineral Reserves, adopted by the CIM Council, as may be amended from time to time by the CIM. Certain information in this presentation is derived from a report titled Technical Report on the Shafter Silver Project, Presidio County, Texas, and dated January 11, 2016. A copy of the report is available on the SEDAR website under Aurcana s profile at www.sedar.com. The scientific and technical information contained in this presentation has been reviewed and approved by J. Blackwell (P.Geo), a Qualified Person as defined by NI 43-101. Cautionary Note to United States Investors Concerning Estimates of Measured, Indicated and Inferred Resources: These tables use the terms Measured, Indicated and Inferred Resources. United States investors are advised that while such terms are recognized and required by Canadian regulations, the United States Securities and Exchange Commission does not recognize them. Inferred Mineral Resources are considered too speculative geologically to have economic considerations applied to them. It cannot be assumed that all or any part of an Inferred Mineral Resource will ever be upgraded to a higher category. Under Canadian rules, estimates of Inferred Mineral Resources may not form the basis of feasibility or other economic studies except in limited circumstances. United States investors are cautioned not to assume that all or any part of Measured or Indicated Mineral Resources will ever be converted into Mineral Reserves. United States investors are also cautioned not to assume that all or any part of a Mineral Resource is economically or legally mineable. January 2016 2

The Aurcana Team Management Directors Kevin Drover President, CEO & Director 40 years of both domestic and international experience All aspects of mining industry operations, process re- engineering, project development and corporate management Jose Manuel Borquez Mr. Jose Manuel Borquez is an attorney based in Santiago, Chile specializing in Latin America. His broad experience in the precious metals and base metals sectors ranges from exploration and mining to reclamation Salvador Huerta CFO Margo Peters Corporate Secretary Over 25 years experience as a CFO for international companies Extensive knowledge in business, finance, mergers and acquisitions Over 20 years of experience providing corporate secretarial and paralegal services to companies listed both on the TSX-V and TSX exchanges focusing on the junior mining sector Adrian Aguirre Kevin Drover Mr. Aguirre serves as Vice Chairman and Independent Member of the Board of Directors of Maxcom Telecomunicaciones SAB de CV, a large integrated telecommunication services operator in Mexico. He holds a degree in acounting from Instituto Tecnologico Autonomo de Mexico Mine operation & development specialist Jerry Blackwell PGeo Common Share Structure Professional geologist specializing in exploration since 1974. Has held senior executive positions and acted as a director for numerous listed & private companies. Broad range of professional experience both in Canada and abroad. Issued 84,644,973 Options 915,625 Fully Diluted 96,826,414 Warrants 10,265,816 Rio Grande Mining Co/Aurcana Corporation 3

Aurcana Update January 2016 On January 7, 2016 Aurcana completed a plan-of arrangement This restructuring transaction extinguished all of the Company s secured debt obligations to Orion Mine Finance (Master) Fund I L.P. ( Orion ) As a result, Aurcana has an unencumbered ownership interest in Rio Grande Mining Company ( RGMC ) and the Shafter Property As part of the agreement certain non-core fixed assets were sold to Orion for cash. Orion remains an Aurcana shareholder. Company has a technical support agreement with Orion for management consulting services provided by Aurcana Aurcana receives US $40,000/month over a 12-month term. 4

Shafter Silver Project Acquired by Aurcana Corporation in 2008. Owned by US subsidiary Rio Grande Mining Company. Developed by Aurcana 2011 to 2013. Limited commercial production starting in December 2012. Project placed on care & maintenance December 2013, in part due to the decline in the price of silver. Mobile equipment sold. Site maintained by 3-man crew. Important permitting remains in place. Project database reviewed in detail during 2014 and 2015. Database updated to include more historic information, maps and reports, wire frame model, redevelopment scenarios. Operating records archived at site. By its nature Shafter is highly leveraged to the price of silver. Resource estimate effective December 11, 2015 5

Location Located in south-central Presidio County in southwestern Texas, 44 miles south of Marfa and 21 miles northeast of Presidio, which borders the Mexican State of Chihuahua Rio Grande Mining Co/Aurcana Corporation 6

History of the Shafter Mining District 1880 Silver Discovery at Shafter (John Spencer) 1883-1926 Presidio Mining Company 1926-1977 American Metal Company of Texas 1883-1942 Shafter Produced > 35 Million Ounces of Silver 1942 Presidio Mine Closed (World War II) 1977-1994 Gold Fields Mining Company, discovers Shafter deposit 1994-2000 owned by Rio Grande Mining Company ( RGMC ) 2000-2008 RGMC acquired by Silver Standard Resources Incorporated 2008 RGMC acquired by Aurcana 2011 RGMC commences construction of underground ramp and mine complex 2013 Project placed on care and maintenance at year-end 2016 Updated mineral resource estimate released 7

Ownership RGMC owns or leases a mix of mineral and surface rights to about 3,960 acres of private property The site infrastructure fits within Rio Grande s land holdings. 8

Infrastructure Shafter has: Regional 69 kv power line connected to a substation on site Highway 67 which runs through the property Local towns (Marfa and Presidio) for accommodation, general supplies and support services Situated on private property Sparsely populated region with an arid climate Approximately 100 miles south of major Permian Basin petroleum district Heavy equipment, skilled labor available Professional miners, geologists and mine supervisors housed in nearby centers. Several industrial mineral mining operations also in Presidio and Brewster Counties 9

Invested Capital Aurcana has made a significant investment into Shafter since its acquisition, including resource development, infrastructure, plant and equipment expenditures Mine investment includes: 7,900 feet of underground development, new processing plant and tailings facility Newly installed and commissioned precipitate filter presses, along with a larger drying oven and retorts to improve recovery and quality of doré Surface complex includes a 6000 ft 2 maintenance shop, 12,000 ft 2 of dry warehousing, a 6,000 ft 2 assay laboratory, a 10,560 ft 2 administration building, a 1,470 ft 2 mill process unit, 1,470 ft 2 dedicated to mill offices and a 2,691 ft 2 Merrill-Crowe plant and refinery Going forward Aurcana intends to capitalize on our experience at Shafter in the past 4 years: Up-grade resources, then estimate reserves & develop a life-of-mine plan Complete the underground development of the high grade, un-mined Gold Fields zone Implement recommended process modifications Gold Fields Headframe Silver Recovery Equipment 10

Current Site Layout 11

Processing Any potential future mining will likely have a lower throughput than previous period of commercial operation. Focus will be on grade, all-in sustaining costs, and net smelter returns. Open stope mining, room & pillar Plan will likely see Gold Fields exploration shaft re-activated, becoming center of development Primary Crusher Simple, conventional design with primary crusher, ball mill, thickener stages and Merrill- Crowe recovery from pregnant solution Leach time 40 hours Filter-press tailings to reduce moisture below 18%; dry-stacked No gravity or flotation circuits installed Refinery installed, assay laboratory, warehousing and administration complex Mill, leach tanks, filter presses and recovery plant 12

Simple Processing to Recover Silver 13

Shafter Mineralization Considered to be a Carbonate Replacement Deposit, northern Mexico style Stratabound manto in Permian near post-permian / pre-cretaceous unconformity. (Mina Grande Fm) Mineralization likely occupies an ancient karst feature, and was initially mixed Ag-Pb-Zn sulphide minerals. Oxidation now extends to a depth of at least 1000 feet. Mineralization largely confined a zone near the unconformity. Does not extend up into Cretaceous. Basis of 2013 exploration drilling: Megaw championed the concept of Feeders and Bleeders that connect several mantos. Drill holes targeted postulated crosscutting fracturehosted mineralization which would lead to another manto at depth. Drilling was designed to test this concept. Some encouragement but never fully tested. Manto Bleeder Feeder 14

Geology Of Shafter - Stratigraphy Tertiary volcanic rocks cover a large portion of the area and lay unconformably upon an inlier of Permian and Cretaceous strata. Lower Cretaceous - Presidio and Shafter Formations Shafter Fm: Alternating fossiliferous and nodular limestone. Presidio Fm: sandstone and conglomerate (clasts from underlying Permian units and fossiliferous limestone. Permian - Mina Grande Formation Mina Grande is composed of massive to thin bedded limestone & dolomite - wackestone to packstone and carbonate mudstone. Ross Mine Fm. Host to Shafter Interbedded bioclastic packstone to wackestone (with chert nodules at top), carbonate mudstones and bedded quartz sandstone, siltstone and shale. 15

Geological Map of the Shafter District Shafter Silver Deposit 16

Mineralization in Drill Core Drill hole S-12-441 See Aurcana Corp. news release dated April 3, 2013, headlined Shafter 2012 Exploration Program Identifies Evidence For A Larger And More Complex Mineralizing System for technical details of Aurcana s exploration drill program & results at Shafter. From To Core length (feet) Ag OPT 604 606 2 3.6 612 618 6 11.0 624 630 6 3.5 632 636 4 5.9 646 652 6 27.0 17

Geology & Mineralization Regional geology in southwestern Texas is similar to Northern Mexico with a thick Permian to Cretaceous sedimentary basin intruded by Tertiary dykes, sills and stocks Silver-lead-zinc deposits in these basin sequences are carbonate-replacement deposits Shafter mineralization occurs in the upper units of a Permian limestone immediately beneath a Cretaceous clastic unit Mineralization is mainly as tabular replacement bodies along bedding, locally along faults and fractures Mineralization is oxide ; silver occurs mostly as acanthite, argentian jarosite and cerargyrite (83-85% recovery by Merrill-Crowe). Zinc as hemimorphite/willemite, lead as cerrusite. Trace sulphides minerals. Gangue is dolomite, calcite and quartz with varying amounts of goethite. Silver mineralization appears to extend over 6000 feet of length plunging gently from surface to at the historic Presidio Mine to at least 900 feet deep in the Gold Fields Zone 18

Block Model Plan 7 opt Cut-off 1000 feet View of the eastern portion of the Shafter block model showing the outline of resources at a 4.5 opt silver cut-off with the fuchia-coloured blocks representing the resource at a 7 opt cut-off Aurcana s underground advance between 2012 and 2013 and Gold Field s underground drifts (1980-1982) are also shown in black. 19

East-West Long Section Looking North West East 4500 elev Historic Presidio Mine Gold Fields Zone 2000 elev. KEY: Silver mineralization shown in blue, surface topography in brown, black lines are drill holes Rio Grande Mining Co/Aurcana Corporation 20

RGMC Underground 2011 to 2013 Underground ramp started in August 2011 and by October 2013 extended 3,800 feet Stopes were developed off the ramp in 8 areas, with over 4,100 feet of development (821,000 ft 3 ) Mining found the historic resource model unreliable at predicting grades in the Presidio Mine segment Unexpected pre-ww II workings were encountered Unmined Gold Fields extensions appears to be more thoroughly tested and is well-documented Current resource model focuses on geological controls, removing minedout areas, capping grades, composites and using cell sizes that are realistic with respect to mineralized thicknesses and mining conditions Result is a resource model that shows a high-grade linear body that displays good consistency along strike, is relatively variable across its width, and high grade Opportunities exist to add to resource estimate by infill drilling between blocks as well as step-out drilling. 21

Shafter Resource Estimate MEASURED & INDICATED RESOURCES Class Cutoff Tons Grade Ounces Silver Ounces Silver/Ton Ounces Silver/Ton Measured 4.0 100,000 8.73 888,000 Indicated 4.0 1,110,000 9.15 10,171,000 Measured + 4.0 1,210,000 9.14 11,059,000 Indicated INFERRED RESOURCES Class Cutoff Tons Grade Ounces Silver Ounces Silver/Ton Ounces Silver/Ton Inferred 4.0 870,000 7.47 6,511,000 Mine Development Associates ("MDA"), an independent mining consulting firm, prepared the resource estimate for Shafter, with an effective date of December 11, 2015. All units of measure are U.S. Customary. Mineral Resources are not Mineral Reserves and do not have demonstrated economic viability. There is no certainty that all or any part of the estimated Mineral Resources will be converted into Mineral Reserves. The estimate of Mineral Resources may be materially affected by environmental, permitting, legal, title, taxation, sociopolitical, marketing, or other relevant issues. The Mineral Resource estimate was undertaken by Paul Tietz, CPG of Mine Development Associates, Inc. ( MDA ) of Reno, Nevada, a qualified person ( QP ) as defined under NI 43-101. The Mineral Resource was estimated in accordance with the Canadian Institute of Mining, Metallurgy and Petroleum ("CIM"), CIM Standards on Mineral Resources and Reserves, Definitions and Guidelines prepared by the Standards Committee on Reserve Definitions and adopted by the CIM Council on May 10, 2014. Viewers are advised that Technical Report containing the foregoing resource estimate is available on SEDAR (www.sedar.com). The report titled Technical Report on the Shafter Silver Project, Presidio County, Texas, and dated January 11, 2016, was prepared for Aurcana by Paul Tietz, CPG of Mine Development Associates, Inc. and Ross MacFarlane P.Eng of Watts, Griffis, and McQuat. Both Mr. Tietz and Mr. MacFarlane are Qualified Persons within the meaning of NI 43-101. Rio Grande Mining Co/Aurcana Corporation 22

Shafter Modelling Snapshot-(2016) Silver mineralization at Shafter occurs as a manto - thicknesses and silver grades are more predictable across the width but are variable along its length. Key features of the Resources Estimate include: The Shafter drill-hole assay database contains 20,006 silver assays from 1,694 drill holes. Of the drill holes, 155 were drilled by Aurcana. The majority of drill holes (992 holes) in the database are underground core holes completed by American Metal Company ( Amax ) prior to 1942. Silver grades fall into two natural populations as low- and high-grade silver domains. The low-grade domain is associated with weakly fractured and silicified limestone characterized by silver grades between 0.8 oz Ag/ton and 5.0 oz Ag/ton. The high-grade domain (>5.0 oz Ag/ton) is associated with strongly silicified, fractured limestone. Resource blocks having five percent or greater underground workings were removed from the classified mineral resource. Compositing was done to 4ft down-hole lengths, matching the model block size and honoring all mineral-domain boundaries. Four tonnage factors ranging from 12 to 14 ft 3 /ton were used, reflecting lowgrade, high-grade domains, non-mineralized units and zones of clay or rubble. The reported mineral resources were estimated by inverse-distance to the third power to estimate the grade of each block; ordinary kriging and nearestneighbor estimates were used for comparison and validation. The stated resource is fully diluted to 10 foot by 10 foot by 4 foot blocks and is tabulated on a silver cutoff grade of 4.0 oz Ag/ton. 23

Opportunity Aurcana has a strong asset in Shafter Good location, serviced site, project is essentially built Good resource model, development issues identified, realistic plan can now be developed Much of the technical risk has now been identified and dealt with; what remains is manageable Project is highly leveraged to the price of silver, and that is key to any future re-development Company is debt free, with a favourable share structure Aurcana has sufficient cash to pay-down receivables, maintain the property and has a strong technical team under proven leadership. Rio Grande Mining Co/Aurcana Corporation 24