objective capital precious metals, diamonds and gemstones investment summit: where are the miners...

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PRECIOUS METALS, DIAMONDS & GEMSTONES INVESTMENT SUMMIT THE LONDON CHAMBER OF COMMERCE AND INDUSTRY THURSDAY , 20 MAY 2010 www.ObjectiveCapitalConferences.com 10.25 – 10.50 Where are the miners looking for assets – trends in staking, property acquisitions and capital raisings Glen Jones Executive Director, Intierra Resource Intelligence

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Objective Capital Precious Metals, Diamonds and Gemstones Investment Summit Where are the miners looking for assets – trends in staking, property acquisitions and capital raisings 20 May 2010 by Glen Jones - Intierra Resource Intelligence

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Page 1: Objective Capital Precious Metals, Diamonds and Gemstones Investment Summit: Where are the miners looking for assets – trends in staking, property acquisitions and capital raisings

PRECIOUS METALS,DIAMONDS & GEMSTONES INVESTMENT SUMMIT

THE LONDON CHAMBER OF COMMERCE AND INDUSTRY ● THURSDAY, 20 MAY 2010www.ObjectiveCapitalConferences.com

10.25 – 10.50 Where are the miners looking for assets – trends in staking, property acquisitions and capital raisings Glen Jones – Executive Director, Intierra Resource Intelligence

Page 2: Objective Capital Precious Metals, Diamonds and Gemstones Investment Summit: Where are the miners looking for assets – trends in staking, property acquisitions and capital raisings

Objective CapitalPrecious Metals, Diamonds

& GemstonesInvestment Summit

May 2010

Presented By: Glen Jones

Page 3: Objective Capital Precious Metals, Diamonds and Gemstones Investment Summit: Where are the miners looking for assets – trends in staking, property acquisitions and capital raisings

The data contained in this presentation is a snapshot from the live Intierra database.

The statistics obtained mostly from daily stream of data from Stock Exchange feeds around the world, including Canada, United States, Johannesburg, Australia and London.

Data base is updated daily.

Page 4: Objective Capital Precious Metals, Diamonds and Gemstones Investment Summit: Where are the miners looking for assets – trends in staking, property acquisitions and capital raisings

• 40,000 companies• 3500 listed companies• 38,000 global projects

Intierra databaseIntierra Database

Page 5: Objective Capital Precious Metals, Diamonds and Gemstones Investment Summit: Where are the miners looking for assets – trends in staking, property acquisitions and capital raisings

Gold:21,659 projects = 41%

Copper: 8123 projects = 15%

Coal: 1998 projects = 4%

Lead-Zinc:3618 projects = 7%

Nickel:2829 projects = 5%

Platinum: 1508 projects = 3%

Silver:5349 projects = 10%

Iron: 1860 projects = 4%

Top Ten Commodities

Diamonds: 2134 projects = 4%

Top Ten Commodities

Uranium:3759 projects = 7%

Page 6: Objective Capital Precious Metals, Diamonds and Gemstones Investment Summit: Where are the miners looking for assets – trends in staking, property acquisitions and capital raisings

Active ProjectsActive Projects

Gol

d

0

4000

10,000

8000

6000

12,000

2000

Num

ber o

f Act

ive

Proj

ects

Cop

per

Silv

er

Ura

nium

Lead

-Zin

c

Nic

kel

Coa

l

Iron

Dia

mon

ds

Plat

inum

14,000

16,000

Page 7: Objective Capital Precious Metals, Diamonds and Gemstones Investment Summit: Where are the miners looking for assets – trends in staking, property acquisitions and capital raisings

Active Gold Projects

South Africa: 228 projects = 2%

Australia: 3446 projects = 30%

Peru: 397 projects = 3%

Canada:3951 projects = 34%

Mexico:822 projects = 7%

Argentina: 272 projects = 2%

United States:1328 projects = 12%

China:690 projects = 6%

Brazil: 262 projects = 2%

Chile: 221 projects = 2%

Active Gold Projects

Page 8: Objective Capital Precious Metals, Diamonds and Gemstones Investment Summit: Where are the miners looking for assets – trends in staking, property acquisitions and capital raisings

Active Silver Projects

Mexico: 733 projects = 19%

Sweden: 66 projects = 2%

Canada:1234 projects = 32%

China: 89 projects = 2%

Argentina: 146 projects = 4%

United States:529 projects = 14%

Indonesia: 69 projects = 2%Chile: 82 projects = 2%

Peru: 279 projects = 7%

Active Silver Projects

Australia:599 projects = 16%

Page 9: Objective Capital Precious Metals, Diamonds and Gemstones Investment Summit: Where are the miners looking for assets – trends in staking, property acquisitions and capital raisings

South Africa:128 projects = 12%

Australia: 176 projects = 17%

Sierra Leone: 25 projects = 2%

Canada:523 projects = 48%Botswana:

48 projects = 5%

Angola: 29 projects = 3%

Brazil:54 projects = 5%

Congo (DemocraticRepublic of): 41 projects = 4%

Namibia: 23 projects = 2%

Russia: 18 projects = 2%

Active Diamonds ProjectsActive Diamonds Projects

Page 10: Objective Capital Precious Metals, Diamonds and Gemstones Investment Summit: Where are the miners looking for assets – trends in staking, property acquisitions and capital raisings

Active Platinum Projects

Russia: 31 projects = 3%

Tanzania: 11 projects = 1%

Canada:488 projects = 49%

Botswana: 12 projects = 1%

China: 26 projects = 3%

United States:50 projects = 5%

Finland:10 projects = 1%

South Africa:151 projects = 15%

Sweden: 16 projects = 2%

Active Platinum Projects

Australia: 200 projects = 20%

Page 11: Objective Capital Precious Metals, Diamonds and Gemstones Investment Summit: Where are the miners looking for assets – trends in staking, property acquisitions and capital raisings

Gold, the Commodity of Choice

Jan 2009 through April 2010

All values in $CDN

Page 12: Objective Capital Precious Metals, Diamonds and Gemstones Investment Summit: Where are the miners looking for assets – trends in staking, property acquisitions and capital raisings

The Golden Pipeline

Page 13: Objective Capital Precious Metals, Diamonds and Gemstones Investment Summit: Where are the miners looking for assets – trends in staking, property acquisitions and capital raisings

Global Gold Projects by Status

Grass Roots 5916 39.6%

Exploration 4536 30.5%

Advanced Exploration 2372 15.9%

Pre-Feasibility/Scoping 505 3.5%

Feasibility 385 2.8%

Construction 157 0.5%

Operating Mines 1053 7.2%

Total 14,924 100%

Global Gold Projects by Status

Page 14: Objective Capital Precious Metals, Diamonds and Gemstones Investment Summit: Where are the miners looking for assets – trends in staking, property acquisitions and capital raisings

Global Gold:Total Projects

Global Gold:Total Projects

3,440 to 3,959 (2)690 to 3,439 (3)90 to 689 (17)20 to 89 (31)1 to 19 (71)

Legend

Page 15: Objective Capital Precious Metals, Diamonds and Gemstones Investment Summit: Where are the miners looking for assets – trends in staking, property acquisitions and capital raisings

Global Gold:Grass Root Projects

Global Gold:Grass Root Projects

1,290 to 1,889 (2)330 to 1,289 (2)70 to 329 (5)20 to 69 (21)1 to 19 (81)

Legend

Page 16: Objective Capital Precious Metals, Diamonds and Gemstones Investment Summit: Where are the miners looking for assets – trends in staking, property acquisitions and capital raisings

Global Gold:Exploration Projects

Global Gold:Exploration Projects

1,090 to 1,379 (2)240 to 1,089 (2)40 to 239 (10)10 to 39 (25)1 to 9 (67)

Legend

Page 17: Objective Capital Precious Metals, Diamonds and Gemstones Investment Summit: Where are the miners looking for assets – trends in staking, property acquisitions and capital raisings

Global Gold:Advanced Exploration Projects

Global Gold:Advanced Exploration Projects

127 to 668 (5)20 to 125 (13)6 to 19 (22)3 to 5 (16)1 to 2 (29)

Legend

Page 18: Objective Capital Precious Metals, Diamonds and Gemstones Investment Summit: Where are the miners looking for assets – trends in staking, property acquisitions and capital raisings

Global Gold:Pre-Feasibility Projects

Global Gold:Pre-Feasibility Projects

89 to 115 (2)28 to 88 (2)9 to 27 (8)4 to 8 (13)1 to 3 (31)

Legend

Page 19: Objective Capital Precious Metals, Diamonds and Gemstones Investment Summit: Where are the miners looking for assets – trends in staking, property acquisitions and capital raisings

Global Gold:Feasibility Projects

Global Gold:Feasibility Projects

107 (1)36 to 106 (2)7 to 35 (9)2 to 6 (21)1 (30)

Legend

Page 20: Objective Capital Precious Metals, Diamonds and Gemstones Investment Summit: Where are the miners looking for assets – trends in staking, property acquisitions and capital raisings

Global Gold:Construction Projects

Global Gold:Construction Projects

27 (1)11 to 26 (3)5 to 10 (7)2 to 4 (8)1 (19)

Legend

Page 21: Objective Capital Precious Metals, Diamonds and Gemstones Investment Summit: Where are the miners looking for assets – trends in staking, property acquisitions and capital raisings

Global Gold:Operating Projects

Global Gold:Operating Projects

135 to 256 (2)23 to 134 (9)6 to 22 (14)2 to 5 (21)1 (34)

Legend

Page 22: Objective Capital Precious Metals, Diamonds and Gemstones Investment Summit: Where are the miners looking for assets – trends in staking, property acquisitions and capital raisings

Capital Raisings

Total: 1833Total Gold: 815 (44.5%)

Total Targeted: $149.7BTargeted Gold: $21.8B (14.5%)

Total Raised: $ 114.2BRaised Gold: 18.6B (16.3%)

Page 23: Objective Capital Precious Metals, Diamonds and Gemstones Investment Summit: Where are the miners looking for assets – trends in staking, property acquisitions and capital raisings

Dev

elop

men

t

Cap

ital

Expe

nditu

re

Oth

er

Deb

tR

educ

tion/

Rol

love

r

Cor

pora

teA

cqui

sitio

n/M

erge

r

Wor

king

Cap

ital

Expl

orat

ion

Capital RaisingsJan 2009 to Present

Ass

etA

cqui

sitio

n

0

150

200

400

300

350

250

100

50

450

Capital RaisingsJan 2009 to Present

Num

ber o

f Gol

d C

apita

l Rai

sing

s

Page 24: Objective Capital Precious Metals, Diamonds and Gemstones Investment Summit: Where are the miners looking for assets – trends in staking, property acquisitions and capital raisings

Dev

elop

men

t

Cap

ital

Expe

nditu

re

Oth

er

Deb

tR

educ

tion/

Rol

love

r

Cor

pora

teA

cqui

sitio

n/M

erge

r

Wor

king

Cap

ital

Expl

orat

ion

0

4.0

10.0

8.0

6.0

12.0

Capital Raisings by Activity

2.0

Capital Raisings by Activity

Ass

etA

cqui

sitio

n

(in b

illio

ns)

Targeted

Raised

Page 25: Objective Capital Precious Metals, Diamonds and Gemstones Investment Summit: Where are the miners looking for assets – trends in staking, property acquisitions and capital raisings

Gold Capital Raisings by ExchangeGold Capital Raisings by Exchange

TSX.

V

Toro

nto

CN

SX –

Can

adia

nN

atio

nal

NYS

E A

mex

Joha

nnes

burg

Aus

tral

ian

Stoc

k Ex

chan

ge

0

100

250

200

150

50Lo

ndon

(AIM

)

Num

ber

350

300

Page 26: Objective Capital Precious Metals, Diamonds and Gemstones Investment Summit: Where are the miners looking for assets – trends in staking, property acquisitions and capital raisings

Capital Raisings by ExchangeCapital Raisings by Exchange

TSX.

V

Toro

nto

NYS

E A

mex

Joha

nnes

burg

Aus

tral

ian

Stoc

kEx

chan

ge

0

2.0

5.0

4.0

3.0

1.0Lo

ndon

(AIM

)

(in B

illio

ns) 7.0

6.0

OTC

Bul

letin

Boa

rd

8.0

10.0

9.0

Targeted

Raised

Page 27: Objective Capital Precious Metals, Diamonds and Gemstones Investment Summit: Where are the miners looking for assets – trends in staking, property acquisitions and capital raisings

Drilling

Page 28: Objective Capital Precious Metals, Diamonds and Gemstones Investment Summit: Where are the miners looking for assets – trends in staking, property acquisitions and capital raisings

Gold Drilling LocationsGold Drilling Locations

Page 29: Objective Capital Precious Metals, Diamonds and Gemstones Investment Summit: Where are the miners looking for assets – trends in staking, property acquisitions and capital raisings

Can

ada

Uni

ted

Stat

es

Gha

na

Bra

zil

Chi

le

Arg

entin

a

Aus

tral

ia

0

100

250

200

150

300

Top 10 Countries forGold Drilling Activity

50

Mex

ico

Num

ber o

f Pro

ject

s D

rille

d

Papu

aN

ew G

uine

a

Bur

kina

Faso

Indo

nesi

a

350

Top 10 Countries forGold Drilling Activity

Page 30: Objective Capital Precious Metals, Diamonds and Gemstones Investment Summit: Where are the miners looking for assets – trends in staking, property acquisitions and capital raisings

Adv

ance

dEx

plor

atio

n

Pre-

feas

ibilt

ySc

opin

g

Feas

ibili

ty/

Stud

y

Gra

ss R

oots

Car

e/M

aint

enan

ce

Con

stru

ctio

n

Expl

orat

ion

Gold Drilling by Project Status

Ope

ratin

g

0

150

200

400

300

350

250

100

50

Gold Drilling by Project StatusN

umbe

r

Page 31: Objective Capital Precious Metals, Diamonds and Gemstones Investment Summit: Where are the miners looking for assets – trends in staking, property acquisitions and capital raisings

Property Transactions

Page 32: Objective Capital Precious Metals, Diamonds and Gemstones Investment Summit: Where are the miners looking for assets – trends in staking, property acquisitions and capital raisings

Gold Property TransactionsGold Property Transactions

Page 33: Objective Capital Precious Metals, Diamonds and Gemstones Investment Summit: Where are the miners looking for assets – trends in staking, property acquisitions and capital raisings

Jan

09

Mar

09

May

09

June

09

July

09

Aug

09

Feb

09

0

10

25

20

15

30

Property Transaction Comparison

5

Apr

09

Num

ber

Sept

09

Oct

09

Nov

09

35

Property Transaction Comparison

Dec

09

Jan

10

Feb

10

Mar

10

Apr

10

Gold

Total

63%

37%

Page 34: Objective Capital Precious Metals, Diamonds and Gemstones Investment Summit: Where are the miners looking for assets – trends in staking, property acquisitions and capital raisings

Adv

ance

dEx

plor

atio

n

Pre-

Feas

/Sc

opin

g

Feas

ibili

ty/

Stud

y

Clo

sed

Car

e/M

aint

enan

ce

Con

stru

ctio

n

Expl

orat

ion

Gold Property TransactionsJanuary 2009 to Present

Ope

ratin

g0

60

120

100

80

40

20

Num

ber

Unk

now

n

Gold Property TransactionsJanuary 2009 to Present

Total: 212

Page 35: Objective Capital Precious Metals, Diamonds and Gemstones Investment Summit: Where are the miners looking for assets – trends in staking, property acquisitions and capital raisings

Summary

Commodity of Choice: Gold Pipeline: Excellent Capital Raisings: Resource definition Exchanges of Choice: Toronto & Sydney Drilling Country of Choice: Canada & Australia Drilling Activity: Resource definition Properties of Choice to Buy: Advanced exploration

Page 36: Objective Capital Precious Metals, Diamonds and Gemstones Investment Summit: Where are the miners looking for assets – trends in staking, property acquisitions and capital raisings

www.intierra.com