Post on 05-Apr-2018
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November, 2011
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Cautionary StatementsThis document contains statements about expected or anticipated future events and financial and exploration results that are forward-looking in nature and involve risks, uncertainties, and other factors that could cause actual results to differ materially from those expressed or implied by such forward-looking statements. Factors that could cause such differences, without limiting the generality of the foregoing include: risks and uncertainties inherent in exploration activities, legal and political risk arising from operating in certain developing countries, civil unrest, general economic, market and business conditions, the regulatory process and actions, failure to obtain necessary permits and approvals, technical issues, new legislation, competitive and general economic factors and conditions, the uncertainties resulting from potential delays or changes in plans, the occurrence of unexpected events and managements capacity to execute and implement its future plans. Although NGEX believes that the assumptions inherent in the forward looking statements are reasonable, undue reliance should not be placed on these statements, which only apply as of the date of this presentation. Actual results may differ materially from those projected by management. NGEX does not undertake any obligation to publicly update or revise any forward looking information after the date of this presentation to conform such information to actual results or to changes in
NGEXs expectations except as otherwise required by applicable legislation.
This document may use the terms Measured, Indicated, and Inferred Resources as these terms are defined under Canadas NI 43-101. U.S. investors are advised that, while such terms are recognized and required by Canadian regulations, the Securities and Exchange Commission does not recognize them.Inferred Resources have a great amount of uncertainty as to their existence, and great uncertainty as to their economic feasibility. It cannot be assumed that all or any part of an Inferred Resource will ever be
upgraded to a higher category. Under Canadian rules, estimates of Inferred Resources may not form the basis of feasibility or other economic studies. Resource and reserve references to other companies have been sourced from websites and other public information and may not be accurate. 2
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Summary Unique exposure to the worlds best copper belt-Chile Significant exposure to gold Backed by the business and financial resources of the Lundin Group- one of
the most successful investors in South American exploration
Strong performance over last year with good upside to be driven byresource addition and exploration results
Symbol NGQ TSX
Shares outstanding million
Fully diluted million
52 week high/low $4.00/$0.60
Market Capitalization $ million
Cash $ million3
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Our NicheFocus on:Focus on: Projects where value can be added through exploration Resource stage drill projects In demand commodities and deposit types
co er/ old/ otash
Jurisdictions where we have a competitive advantage Timely divestment
Senior Co
NGExGeologist
Value added
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Unique Exposure to Chile: the Saudi Arabia of Copper 35% of world copper production The worlds biggest reserves
best copper mines in the world The worlds top mining investment
jurisdiction Premium valuations Mining and exploration dominated
by majors NGEX is one of a very few
vehicles providing concentratedexposure to Chiles explorationpotential
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Vicuna Project- An Emerging Deposit Cluster Regional mapRegional map Regional alterationRegional alteration
Los HeladosLos Helados
Filo del SolFilo del Sol
JosemariaJosemaria
Los HeladosLos Helados
Filo del SolFilo del Sol
JosemariaJosemaria
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Los Helados, ChileLarge copper-gold porphyry systemAt least 1000m by 700 m by 450 m
701m @ 0.67 % Cu, 0.3 g/t AuIncluding 32m @ 1.1% Cu, 0.5 g/t Au
Many drill holes bottom in ~0.9% copper
Deepest drill holes still inmineralization at +900m
Higher grade zone at least500m by 600 m.
Open to west, north, and at depth
60% NGEX/ 40% JOGMEC
Drilling to restart January, 2012Targeting resource by Sept. 2012 7
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Los Helados Section
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Josemaria, ArgentinaResource
Cover
Large copper-gold resource with potentialto grow; 4.4 M ounces gold
NGEX 60% / JOGMEC 40%
Higher grade coreFavorable topography, projected low strip
Drilling to restart November, 2011
9Targeting M&I Resource by Sept, 2012
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Filo del SolLarge high-sulphidation goldsystem. JOGMEC JV
Overprinted on deeper porphyrycopper; oxide copper to south
Very large alteration zone withlimited testing
Drilling Jan, 2012
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Vicuna- 3 Big systems + exploration upside
Regional mapRegional map Regional alteration
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Filo del Sol
Los HeladosLos Helados
Filo del SolFilo del Sol
JosemariaJosemaria
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South America +
Canada JV Partner copper-gold porphyry
Eritreacopper/zinc VMSPotash
Focus Chile, Argentinacopper-gold porphyry
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Strong Project Pipeline
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Colmillos copper project, Chile
4,000m tourmalinebreccia trend
Strong porphyry stylealteration
Evidence of leaching
Strong Mo and Cugeochem 14
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GJ Copper-Gold Project, BCOptioned to Teck- $44M to earn 75%
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Catalysts and value drivers 2011-2012Q3 Q4 Q1 Q2
Exploration Results
Continued good drill results from Los Helados
Infill drilling at Josemaria
Positive drill results at Filo del Sol
Results from Tecks GJ exploration
Potash intercepts in Eritrea?
Realize value for Hambok?
*The above is speculation about possible future drivers of the value of the NGEX. There is no guarantee that any of the above events will occur on schedule or at all 18
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Investment case
Unique exposure to resource stage copper-gold projects in Chile Additional value potential in African and Canadian portfolio
Potash in Eritrea VMS in Bisha Mining District, Eritrea GJ copper-gold project in Canada
Near resource stage or semi brownfields exploration= lower risk Disciplined and experienced management and board with a strong record
of value creation. Value will be realized Strong upside from combination of high quality projects with Lundin
Group financial and business expertise
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Thank You!
For more information please contact:
Wojtek Wodzicki, President and CEOwojtekw@namdo.com
orSophia Shane
sophias@namdo.comor
Check our websitewww.ngexresources.com
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Strong Resource Base with Growth Potential
Project TMm Cu % Cu lbs Zn % Zn lbs Au g/t Au oz Ag g/t Ag oz
NGEX NI 43-101 Resources
HambokM&I
10.7 0.98 231.2 2.25 530.7 0.2 68,801 6.84 2.3
HambokInferred
17 0.85 318.6 1.74 652.1 0.19 103,845 5.89 3.2
GJ
M&I
69.1 0.29 442 0.34 764,562
GJInferred
23 0.26 131.8 0.31 229,230
JosemariaInferred
460 0.39 3,955 0.30 4,436,700
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Los Helados- 2011 Drill Results
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2009Eritrea
Canada
Congo
Burkina
Chile
Argentina
ColombiaPeruMexico
History
Chile-ArgentinaEritrea
Divestments
Mexico- $16M Burkina- $1M
GJ- Farm-out; 75% for $44M 2011 24
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Board of DirectorsBreadth and Experience
Chair: Lukas Lundin International natural resource financier and entrepreneur
Bill Rand Director of several Lundin Group Companies Corporate adviser to natural resource companies
Paul Conibear President and CEO, Lundin Mining
Former CEO of Tenke Mining David Mullen
CEO & Head of HSBC Private Equity North America
Wojtek Wodzicki President and CEO, NGEX Resources
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The Lundin Group-Combined value >$14BOil Exploration Oil Production
Mining Exploration Mining Production
Other
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