AVZ Minerals Limited
Annual Report 2020

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AVZ Minerals Limited AVZ Minerals Limited ABN 81 125 176 703 ABN 81 125 176 703 AAnnnnuuaall RReeppoorrtt AAnnnnuuaall RReeppoorrtt 30 June 2020 30 June 2020 AVZ Minerals Limited | 1 AVZ Minerals Limited | 1 DDiirreeccttoorrss DDiirreeccttoorrss DDiirreeccttoorrss CCFFOO && CCoommppaannyy SSeeccrreettaarryy CCFFOO && CCoommppaannyy SSeeccrreettaarryy CCFFOO && CCoommppaannyy SSeeccrreettaarryy PPrriinncciippaall PPllaaccee ooff BBuussiinneessss && RReeggiisstteerreedd OOffffiiccee PPrriinncciippaall PPllaaccee ooff BBuussiinneessss && RReeggiisstteerreedd OOffffiiccee PPrriinncciippaall PPllaaccee ooff BBuussiinneessss && RReeggiisstteerreedd OOffffiiccee SShhaarree RReeggiissttrryy SShhaarree RReeggiissttrryy SShhaarree RReeggiissttrryy AAuuddiittoorrss AAuuddiittoorrss AAuuddiittoorrss SSeeccuurriittiieess EExxcchhaannggee LLiissttiinngg SSeeccuurriittiieess EExxcchhaannggee LLiissttiinngg SSeeccuurriittiieess EExxcchhaannggee LLiissttiinngg WWeebbssiittee AAddddrreessss WWeebbssiittee AAddddrreessss WWeebbssiittee AAddddrreessss CCoorrppoorraattee DDiirreeccttoorryy CCoorrppoorraattee DDiirreeccttoorryy CCoorrppoorraattee DDiirreeccttoorryy John Clarke (Non-Executive Chairman) John Clarke (Non-Executive Chairman) Nigel Ferguson (Managing Director) John Clarke (Non-Executive Chairman) Nigel Ferguson (Managing Director) Graeme Johnston (Technical Director) Nigel Ferguson (Managing Director) Graeme Johnston (Technical Director) Rhett Brans (Non-Executive Director) Graeme Johnston (Technical Director) Rhett Brans (Non-Executive Director) Peter Huljich (Non-Executive Director) Rhett Brans (Non-Executive Director) Peter Huljich (Non-Executive Director) Peter Huljich (Non-Executive Director) Leonard Math Leonard Math Leonard Math Level 2, 8 Colin Street Level 2, 8 Colin Street West Perth WA 6005 Level 2, 8 Colin Street West Perth WA 6005 Telephone: +61 8 6117 9397 West Perth WA 6005 Telephone: +61 8 6117 9397 Facsimile: +61 8 6118 2106 Telephone: +61 8 6117 9397 Facsimile: +61 8 6118 2106 Facsimile: +61 8 6118 2106 Automic Registry Services Automic Registry Services Level 2, 267 St George’s Terrace Automic Registry Services Level 2, 267 St George’s Terrace Perth WA 6000 Level 2, 267 St George’s Terrace Perth WA 6000 Telephone: 1300 288 664 (within Australia) Perth WA 6000 Telephone: 1300 288 664 (within Australia) Telephone: 1300 288 664 (within Australia) Email: hello@automic.com.au Email: hello@automic.com.au Email: hello@automic.com.au Bentleys Audit & Corporate (WA) Pty Ltd Bentleys Audit & Corporate (WA) Pty Ltd Level 3, 216 St Georges Tce Bentleys Audit & Corporate (WA) Pty Ltd Level 3, 216 St Georges Tce Perth WA 6000 Level 3, 216 St Georges Tce Perth WA 6000 Telephone: +61 8 9226 4500 Perth WA 6000 Telephone: +61 8 9226 4500 Telephone: +61 8 9226 4500 Australian Securities Exchange Australian Securities Exchange (Home branch: Perth, Western Australia) Australian Securities Exchange (Home branch: Perth, Western Australia) ASX Code: AVZ (Home branch: Perth, Western Australia) ASX Code: AVZ ASX Code: AVZ www.avzminerals.com.au www.avzminerals.com.au www.avzminerals.com.au +61 8 9324 2099 (outside Australia) +61 8 9324 2099 (outside Australia) +61 8 9324 2099 (outside Australia) CCoonntteennttss RReevviieeww ooff OOppeerraattiioonnss DDiirreeccttoorrss’’ RReeppoorrtt AAuuddiittoorr’’ss IInnddeeppeennddeennccee DDeeccllaarraattiioonn CCoonnssoolliiddaatteedd SSttaatteemmeenntt ooff PPrrooffiitt oorr LLoossss aanndd OOtthheerr CCoommpprreehheennssiivvee IInnccoommee CCoonnssoolliiddaatteedd SSttaatteemmeenntt ooff FFiinnaanncciiaall PPoossiittiioonn CCoonnssoolliiddaatteedd SSttaatteemmeenntt ooff CChhaannggeess iinn EEqquuiittyy CCoonnssoolliiddaatteedd SSttaatteemmeenntt ooff CCaasshh FFlloowwss NNootteess ttoo tthhee CCoonnssoolliiddaatteedd FFiinnaanncciiaall SSttaatteemmeennttss DDiirreeccttoorrss’’ DDeeccllaarraattiioonn IInnddeeppeennddeenntt AAuuddiittoorr’’ss RReeppoorrtt AASSXX AAddddiittoonnaall IInnffoorrmmaattiioonn 55 2233 3355 3377 3388 3399 4400 4411 6688 6699 7755 Chairman’s letter to Shareholders Chairman’s letter to Shareholders Chairman’s letter to Shareholders Chairman’s letter to Shareholders On behalf of all shareholders and our Non-executive Directors, I On behalf of all shareholders and our Non-executive Directors, I On behalf of all shareholders and our Non-executive Directors, I congratulate AVZ Minerals’ hard-working team for the substantial On behalf of all shareholders and our Non-executive Directors, I congratulate AVZ Minerals’ hard-working team for the substantial congratulate AVZ Minerals’ hard-working team for the substantial progress they have achieved during the past financial year in congratulate AVZ Minerals’ hard-working team for the substantial progress they have achieved during the past financial year in progress they have achieved during the past financial year in progressing the Company’s world-class Manono Lithium and Tin progress they have achieved during the past financial year in progressing the Company’s world-class Manono Lithium and Tin progressing the Company’s world-class Manono Lithium and Tin Project. To deliver a successful project of the size and scale of progressing the Company’s world-class Manono Lithium and Tin Project. To deliver a successful project of the size and scale of Project. To deliver a successful project of the size and scale of Manono requires an incredible team effort. Project. To deliver a successful project of the size and scale of Manono requires an incredible team effort. Manono requires an incredible team effort. Manono requires an incredible team effort. Amid a global pandemic, the team has delivered a ‘highly positive’ Amid a global pandemic, the team has delivered a ‘highly positive’ Amid a global pandemic, the team has delivered a ‘highly positive’ Definitive Feasibility Study for the Manono Project and are now Amid a global pandemic, the team has delivered a ‘highly positive’ Definitive Feasibility Study for the Manono Project and are now Definitive Feasibility Study for the Manono Project and are now working diligently towards securing future multiple off-take Definitive Feasibility Study for the Manono Project and are now working diligently towards securing future multiple off-take working diligently towards securing future multiple off-take agreements and project financing. working diligently towards securing future multiple off-take agreements and project financing. agreements and project financing. agreements and project financing. project. The Once these contracts are executed, the Board will be ready to Once these contracts are executed, the Board will be ready to Once these contracts are executed, the Board will be ready to consider a Financial Investment Decision to mine the flagship Once these contracts are executed, the Board will be ready to consider a Financial Investment Decision to mine the flagship consider a Financial Investment Decision to mine the flagship that has been project. The consider a Financial Investment Decision to mine the flagship that has been project. The demonstrated by the Company’s Managing Director Nigel that has been project. The demonstrated by the Company’s Managing Director Nigel demonstrated by the Company’s Managing Director Nigel Ferguson and his senior management team should be widely demonstrated by the Company’s Managing Director Nigel Ferguson and his senior management team should be widely Ferguson and his senior management team should be widely applauded. Ferguson and his senior management team should be widely applauded. applauded. focus, direction and focus, direction and focus, direction and tenacity tenacity tenacity focus, direction and that has been applauded. tenacity Well done and congratulations to the entire AVZ Minerals team – Well done and congratulations to the entire AVZ Minerals team – Well done and congratulations to the entire AVZ Minerals team – your efforts have been truly outstanding. Well done and congratulations to the entire AVZ Minerals team – your efforts have been truly outstanding. your efforts have been truly outstanding. your efforts have been truly outstanding. Dr John Clarke Dr John Clarke Dr John Clarke Non-Executive Chairman Dr John Clarke Non-Executive Chairman Non-Executive Chairman Non-Executive Chairman AVZ Minerals Limited | 2 AVZ Minerals Limited | 2 AVZ Minerals Limited | 2 AVZ Minerals Limited | 2 Managing Director’s letter to Shareholders Managing Director’s letter to Shareholders “The Definitive Feasibility Study has proven that the Manono Lithium and Tin Project is a robust project with strong financial metrics as is demonstrated by the key metrics of the DFS base case scenario on a 100% ownership basis.” “The Definitive Feasibility Study has proven that the Manono Lithium and Tin Project is a robust project with strong financial metrics as is demonstrated by the key metrics of the DFS base case scenario on a 100% ownership basis.” DFS, April 2020 DFS, April 2020 Dear Shareholders Dear Shareholders The 2020 financial year has been transformative for the Company’s Manono Lithium and Tin Project (“Manono Project”). The 2020 financial year has been transformative for the Company’s Manono Lithium and Tin Project (“Manono Project”). We attained a significant milestone in April 2020. The metallurgical work undertaken and the multitude of project studies completed to date, underpinned the public release of a ‘highly positive’ Definitive Feasibility Study (“DFS”) for the Manono Project. We attained a significant milestone in April 2020. The metallurgical work undertaken and the multitude of project studies completed to date, underpinned the public release of a ‘highly positive’ Definitive Feasibility Study (“DFS”) for the Manono Project. In short, the DFS confirmed the Manono Project has ‘outstanding project metrics’ and has delivered a ‘higher level of confidence with respect to engineering design, construction requirements, logistics, project finance and risk assessments.’ We were intentionally conservative in terms of the financial metrics for the project and therefore, firmly believe the DFS numbers can be considerably improved upon. In short, the DFS confirmed the Manono Project has ‘outstanding project metrics’ and has delivered a ‘higher level of confidence with respect to engineering design, construction requirements, logistics, project finance and risk assessments.’ We were intentionally conservative in terms of the financial metrics for the project and therefore, firmly believe the DFS numbers can be considerably improved upon. Since the release of the DFS, we have been in advanced discussions with multiple potential offtake partners for significant volumes of Spodumene Concentrate (SC6), Primary Lithium Sulphate and Tin. Detailed negotiations with several entities in Europe, the Middle East and South Africa around financing options were also advanced. Our data room has been opened to multiple parties for several months to allow their due diligence of the Manono Project, with the view to making an investment and/or providing debt financing. I look forward to updating shareholders once offtake and financing contracts are in place. Since the release of the DFS, we have been in advanced discussions with multiple potential offtake partners for significant volumes of Spodumene Concentrate (SC6), Primary Lithium Sulphate and Tin. Detailed negotiations with several entities in Europe, the Middle East and South Africa around financing options were also advanced. Our data room has been opened to multiple parties for several months to allow their due diligence of the Manono Project, with the view to making an investment and/or providing debt financing. I look forward to updating shareholders once offtake and financing contracts are in place. During the past 12 months we have undertaken substantial pre-development works including early infrastructure facilities at Manono’s Camp Colline and the release of approximately US$300 million of pre- mining tenders. In addition, excellent progress has been achieved in discussions on the creation of a Special Economic Zone in Manono and the potential refurbishment of the Mpiana Mwanga Hydro-Electric Power Plant on the Luvua River. We also completed pit dewatering at Roche Dure. This provides the opportunity to undertake further infill drilling on approximately 10 million tonnes of current Inferred Resources with the intention to upgrade these to Indicated Resources. During the past 12 months we have undertaken substantial pre-development works including early infrastructure facilities at Manono’s Camp Colline and the release of approximately US$300 million of pre- mining tenders. In addition, excellent progress has been achieved in discussions on the creation of a Special Economic Zone in Manono and the potential refurbishment of the Mpiana Mwanga Hydro-Electric Power Plant on the Luvua River. We also completed pit dewatering at Roche Dure. This provides the opportunity to undertake further infill drilling on approximately 10 million tonnes of current Inferred Resources with the intention to upgrade these to Indicated Resources. AVZ Minerals Limited | 3 AVZ Minerals Limited | 3 On the corporate front, we welcomed Yibin Tianyi Lithium Industry Co., as a strategic investor in mid-May on On the corporate front, we welcomed Yibin Tianyi Lithium Industry Co., as a strategic investor in mid-May on completion of a A$10.7 million placement. We also raised A$5.3 million (before costs) through the exercise completion of a A$10.7 million placement. We also raised A$5.3 million (before costs) through the exercise of more than 180 million listed options in a clear signal of strong support from our shareholders. An additional of more than 180 million listed options in a clear signal of strong support from our shareholders. An additional A$3.6 million was raised via another strategic investor, Lithium Plus together with other sophisticated and A$3.6 million was raised via another strategic investor, Lithium Plus together with other sophisticated and professional investors. These funds strengthened the Company’s balance sheet and together with existing professional investors. These funds strengthened the Company’s balance sheet and together with existing cash, ensures AVZ is well positioned to advance the development of our flagship Manono Project. cash, ensures AVZ is well positioned to advance the development of our flagship Manono Project. In what has been globally uncertain and stressful times, I would like to pay special thanks to our management In what has been globally uncertain and stressful times, I would like to pay special thanks to our management team, staff and consultants both in Australia and the DRC for their outstanding efforts to advance our world- team, staff and consultants both in Australia and the DRC for their outstanding efforts to advance our world- class lithium and tin project. We are firmly committed to developing the Manono Project and fully intend to class lithium and tin project. We are firmly committed to developing the Manono Project and fully intend to be a major contributor to the global supply chain of lithium which is forecast to double in demand by 2024, be a major contributor to the global supply chain of lithium which is forecast to double in demand by 2024, as the production of electric vehicle batteries grows substantially. as the production of electric vehicle batteries grows substantially. Nigel Ferguson Nigel Ferguson Managing Director Managing Director AVZ Minerals Limited | 4 AVZ Minerals Limited | 4 Review of Operations Review of Operations Review of Operations Review of Operations AVZ Minerals Limited | 5 AVZ Minerals Limited | 5 Review of Operations Manono Lithium and Tin Project “Manono Project”, DRC Highlights:  Definitive Feasibility Study (“DFS”) confirmed outstanding project metrics and provided a higher level of confidence with respect to engineering design, construction requirements, logistics, project finance and risk assessments  A$10.7M placement to emerging lithium chemical producer, Yibin Tianyi Lithium Industry Co., Ltd was completed, along with strong investor support for the exercise of listed AVZ options (contributing A$5.3M before costs) and A$3.6M raised from existing shareholder, Lithium Plus, and other sophisticated and professional investors including a global institutional investor  US$1M Convertible Note was repaid    Final payment of US$1M was completed under original Acquisition Agreement to acquire 60% interest in the Manono Lithium and Tin Project Successful talks with minority project shareholder Dathomir Mining Resources SARLU to purchase a further 15% equity in the project Early project development works were advanced including construction of the initial camp “Colline” and its expansion to accommodate the plant construction workforce  Approximately US$300M of pre-mining request for tenders were issued including process plants EPC package  MOU signed with the Congolese Government to create a Special Economic Zone in Manono, Tanganyika Province  MOU signed with the Ministry of Hydraulic Resources and Energy to investigate refurbishment of the Mpiana Mwanga Hydro Electric Power Plant on the Luvua River        Successful early talks held with the residents and local authorities at Kabondo Dianda for the establishment of the Intermodal Staging Site at the railhead Preparation of the Permis d’Exploitation (Mining Licence) application continued Roche Dure pit dewatering was completed to allow additional infill drilling Extension to known mineralisation to South West of Roche Dure was confirmed Phase 2 metallurgical test work (Dense Media Separation and Flotation) completed with exceptional lithia recovery being achieved with concentrate grades all above the Company’s target of 6% Li2O spodumene concentrate (“SC6) Positive heavy mineral recovery of tin and tantalum as part of the Phase 2 flotation test work EmiAfrica commenced environmental and social impact studies  Highly experienced mining veteran Dr. John Clarke appointed as Non-Executive Chairman, strengthening the Board as the Manono Project moved into a financing and development phase  Discussions with multiple, potential offtake partners for significant volumes of SC6, PLS and tin well advanced  Negotiations around financing options with several entities in Europe, Middle East and South Africa well progressed AVZ Minerals Limited | 6 Review of Operations Definitive Feasibility Study In April 2020, the Company released its Definitive Feasibility Study for the Manono Lithium and Tin Project. Key highlights included:  US$2,348M pre-tax NPV10 and US$1,028M post-tax NPV10  Internal Rate of Return of 53% (pre-tax) and 33% (post-tax)  Net Profit After Tax - Life of Mine of US$3,779 M    Payback period of 1.50 years (pre-tax) and 2.25 years (post-tax) The Ore Reserve contain 44.6 Mt of Proved Category and 48.5 Mt of Probable category Life of Mine beyond 20 years based on a 4.5 Mt/a operation under pinned by the Ore Reserves  Conventional open pit mining with low ore waste strip ratio of 1:0.48  LOM lithia recoveries of 60% using only conventional DMS  CAPEX of US$545.5M includes a contingency of US$49.59M (10%)  US$380M average annual EBITDA for LOM    Two transport routes solution at US$229 per tonne cost to Lobito port and US$275 per tonne cost to Dar es Salaam port 20-year mine life producing 700,000 tonnes per annum high grade of SC6 lithium and 45,375 tonnes per annum of Primary Lithium Sulphate Pre-production capital expenditure of US$545.5M includes transport upgrade and rehabilitation of the Mpiana Mwanga Hydroelectric Power Plant The DFS confirmed outstanding project metrics and provided a higher level of confidence with respect to engineering design, construction requirements, logistics, project finance and risk assessments. The DFS indicated the Manono project to be robust and viable with a product mix of Spodumene Concentrate (SC6) for 700,000 t/a and Primary Lithium Sulphate (PLS) for 46,000 t/a. PLS will be produced using 153,000 t/a of the SC6 product as feedstock. The processing flow sheet also allows for the recovery of tin and tantalum from hard rock ore as well as smaller amounts of alluvial tin and tantalum secured from local alluvial areas. The Manono Project has a substantial ore body capable of extending the Life of Mine well past the current 20 years, as modelled. It has a robust, workable transport solution for securing delivery of products to the export ports and a clear plan to work with the community for social development and environmental compliance. The Company has been intentionally conservative in its interpretation of financial impacts on the project and therefore, believes the DFS numbers can be improved in the future despite having included significant, non-project infrastructure items such as rehabilitation of roads and, the Mpiana Mwanga Hydro Electric Power Plant and has taken an adverse opinion on any potential VAT refund, amounting to some US$658M over the Life of Mine, which has been totally excluded from the cash flow. Further upside for the Manono Project comes in the nature of significant upside resource potential from Carriere de L’Este, added cash flow from tin and tantalum credits, additional negotiations on a reduction in pricing for transport, the roll out of electric powered mining equipment and the establishment of the Special Economic Zone at Manono, which will potentially provide discounted rates on tax, duties, VAT and further significant benefits for the project. AVZ Minerals Limited | 7 Review of Operations RReeffeerr ttoo AASSXX AAnnnnoouunncceemmeenntt ddaatteedd 2211 AApprriill 22002200 ttiittlleedd ““AAVVZZ DDeelliivveerrss HHiigghhllyy PPoossiittiivvee DDFFSS ffoorr MMaannoonnoo PPrroojjeecctt”” ffoorr tthhee ffuullll rreessuullttss ooff tthhee DDFFSS.. The Company confirms in the subsequent public report that all the material assumptions underpinning the production target, or the forecast financial information derived from a production target, in the initial public report referred to in rule 5.16 or rule 5.17 (as the case may be) continue to apply and have not materially changed. The Company confirms that it is not aware of any new information or data that materially affects the information included in the original market announcements and, in the case of estimates of Mineral Resources and Ore Reserves, all material assumptions and technical parameters underpinning the estimates in the relevant market announcement continue to apply and have not materially changed. The Company confirms that the form and context in which the Competent Person’s findings are presented have not materially changed from the original market announcement. AVZ Minerals Limited | 8 Review of Operations Review of Operations Metallurgical Sampling Test Work Metallurgical Sampling Test Work PPhhaassee 11:: PPhhaassee 11:: The metallurgical test work for Phase 1 was completed during the first half of the financial year. The metallurgical test work for Phase 1 was completed during the first half of the financial year. Chairman’s letter to Shareholders Chairman’s letter to Shareholders Initial characterisation test work was completed using HLS (“Heavy Liquid Separation”) to determine the theoretical maximum spodumene liberation at various crush sizes. Additionally, mineral species were also investigated to examine if they could be readily separated with minimal mineral inter-growth to ensure spodumene itself did not contain excessive concentrations of iron bound in its structure. Examination of Roche Dure pegmatite samples indicated almost no inter-growth between spodumene and gangue minerals exists. Also, the spodumene contained very low iron percentages and was well inside specified limits for spodumene concentrate. Initial characterisation test work was completed using HLS (“Heavy Liquid Separation”) to determine the theoretical maximum spodumene liberation at various crush sizes. Additionally, mineral species were also investigated to examine if they could be readily separated with minimal mineral inter-growth to ensure spodumene itself did not contain excessive concentrations of iron bound in its structure. Examination of Roche Dure pegmatite samples indicated almost no inter-growth between spodumene and gangue minerals exists. Also, the spodumene contained very low iron percentages and was well inside specified limits for spodumene concentrate. HLS testing at three crush sizes: 10.0mm, 5.56mm and 3.35mm (Table 1) was conducted to identify crush size with maximum lithium recovery and lithium grade. Current convention states that lithium grade be reported as lithia (Li2O) instead of lithium. The Manono HLS results (refer to ASX announcement dated 13th August 2019) demonstrate that lithium recovery improves with decreasing crush size and lithia grade also improves with decreasing crush size. HLS results On behalf of all shareholders and our Non-executive Directors, I presented in Table 1 below are inclusive of lithium losses to <0.5mm size congratulate AVZ Minerals’ hard-working team for the substantial On behalf of all shareholders and our Non-executive Directors, I fraction. HLS testing at three crush sizes: 10.0mm, 5.56mm and 3.35mm (Table 1) was conducted to identify crush size with maximum lithium recovery and lithium grade. Current convention states that lithium grade be reported as lithia (Li2O) instead of lithium. The Manono HLS results (refer to ASX announcement dated 13th August 2019) demonstrate that lithium recovery improves with decreasing crush size and lithia grade also improves with decreasing crush size. HLS results presented in Table 1 below are inclusive of lithium losses to <0.5mm size fraction. progress they have achieved during the past financial year in congratulate AVZ Minerals’ hard-working team for the substantial progressing the Company’s world-class Manono Lithium and Tin progress they have achieved during the past financial year in Project. To deliver a successful project of the size and scale of progressing the Company’s world-class Manono Lithium and Tin RReeccoovveerryy RReeccoovveerryy TTeesstt DDeessccrriippttiioonn TTeesstt DDeessccrriippttiioonn Manono requires an incredible team effort. Project. To deliver a successful project of the size and scale of LLii22OO LLii22OO Manono requires an incredible team effort. ((%%)) ((%%)) Amid a global pandemic, the team has delivered a ‘highly positive’ 11 22 33 11 HHLLSS:: 33..3355mmmm HHLLSS:: 33..3355mmmm 7700..44 7700..44 Definitive Feasibility Study for the Manono Project and are now Amid a global pandemic, the team has delivered a ‘highly positive’ working diligently towards securing future multiple off-take Definitive Feasibility Study for the Manono Project and are now 22 agreements and project financing. working diligently towards securing future multiple off-take HHLLSS:: 55..5566mmmm HHLLSS:: 55..5566mmmm 6655..99 6655..99 agreements and project financing. Once these contracts are executed, the Board will be ready to 33 HHLLSS:: 1100..00mmmm HHLLSS:: 1100..00mmmm 6611..77 6611..77 GGrraaddee GGrraaddee LLii22OO LLii22OO ((%%)) ((%%)) 66..66 66..66 66..22 66..22 55..88 55..88 FFee22OO33 FFee22OO33 ((%%)) ((%%)) 00..4400 00..4400 00..3366 00..3366 00..4400 00..4400 consider a Financial Investment Decision to mine the flagship Once these contracts are executed, the Board will be ready to Table 1: Heavy Liquid Separation met test work results Table 1: Heavy Liquid Separation met test work results tenacity project. The that has been consider a Financial Investment Decision to mine the flagship focus, direction and tenacity focus, direction and demonstrated by the Company’s Managing Director Nigel that has been project. The Comminution testing was conducted using DMS. Three 5.56mm crush DMS Ferguson and his senior management team should be widely demonstrated by the Company’s Managing Director Nigel tests were conducted, one to a test SG of 2.9 which failed to achieve 6% lithia in applauded. Ferguson and his senior management team should be widely the concentrate and two tests; one without and the other with a pre-treatment process to remove mica prior to testing (designated with an RC “Reflux Classifier” in the description). Both the 2.95 SG tests at 5.56mm could produce Well done and congratulations to the entire AVZ Minerals team – a concentrate lithia grade of 6% at 59% recovery. Comminution testing was conducted using DMS. Three 5.56mm crush DMS tests were conducted, one to a test SG of 2.9 which failed to achieve 6% lithia in the concentrate and two tests; one without and the other with a pre-treatment process to remove mica prior to testing (designated with an RC “Reflux Classifier” in the description). Both the 2.95 SG tests at 5.56mm could produce a concentrate lithia grade of 6% at 59% recovery. applauded. your efforts have been truly outstanding. Well done and congratulations to the entire AVZ Minerals team – your efforts have been truly outstanding. Dr John Clarke Non-Executive Chairman Dr John Clarke Non-Executive Chairman AVZ Minerals Limited | 2 AVZ Minerals Limited | 2 AVZ Minerals Limited | 9 AVZ Minerals Limited | 9 Review of Operations Table 2 below includes iron oxide, mica and fluorine contaminant concentration where assayed, otherwise depicted with a “NA”, in the DMS100 test spodumene concentrates. TTeesstt DDeessccrriippttiioonn RReeccoovveerryy GGrraaddee LLii22OO ((%%)) LLii22OO ((%%)) FFee22OO33 MMiiccaa FF ((%%)) ((%%)) ((gg//tt)) 1 2 3 DMS100: 5.56mm, 2.95SG 59.8 5.8 0.50 2.7 59 DMS100: 5.56mm, RC, 2.9SG 60.9 5.9 0.45 2.1 82 DMS100: 3.35mm, RC, 2.9SG 62.8 6.0 0.44 1.7 NA TTaabbllee 22:: DDeennssee MMeeddiiaa SSeeppaarraattiioonn 110000 mmeett tteesstt wwoorrkk rreessuullttss A large scale DMS test was conducted in a DMS circuit containing a 250mm cyclone, approximately 2.5 times the diameter of the pilot scale DMS100 cyclone. A sample was prepared to a crush size of 5.56mm, which presently appears to be the most economic crush size. The DMS250 test result is graphically presented in the Figure 1 below, with all other 5.56mm DMS test results for comparison. FFiigguurree 11:: DDMMSS110000 aanndd DDMMSS220000 –– GGrraaddee RReeccoovveerryy tteesstt rreessuullttss AVZ Minerals Limited | 10 Review of Operations Only iron oxide impurity in the DMS250 test spodumene concentrate is presently available for reporting and is presented at Test Description ‘4’ with other 5.56mm crush DMS test spodumene concentrate assays in Table 3 below. TTeesstt DDeessccrriippttiioonn 1 2 3 4 DMS100: 5.56mm, 2.95SG DMS100: 5.56mm, RC, 2.9SG DMS100: 3.35mm, RC, 2.9SG DMS250: 5.56mm, 2.9SG RReeccoovveerryy GGrraaddee LLii22OO ((%%)) 59.8 60.9 62.8 59.6 LLii22OO ((%%)) 5.8 5.9 6.0 5.8 FFee22OO33 MMiiccaa FF ((%%)) ((%%)) ((gg//tt)) 0.50 2.7 0.45 2.1 59 82 0.44 1.7 NA 0.49 NA NA TTaabbllee 33 -- DDMMSS110000 aanndd DDMMSS225500 BBeenneeffiicciiaattiioonn RReessuullttss A two-tonne bulk sample was crushed and homogenised to 32mm for further test work material supply. The resulting 10 variability subset samples were crushed and homogenised to 12.5mm with head assays received and aligning well with estimated assays from previous core assay determinations. All screened undersize materials were also assayed and provided further positive confirmation of assay work completed to date with the reported numbers aligning very well. These samples are now pending Heavy Liquid Separation (“HLS”) test work. High Pressure Grinding Rolls (“HPGR”) performance test work has been undertaken on initial prepared material. The analysis indicates a 6mm screen would be suitable to produce a 3mm p80 product. However, it has been decided to relax this target for test purposes given the benefit of 5% additional mass to the Dense Media Separation (“DMS”) feed if screened at 8mm. A head assay received for the bulk composite aligns perfectly to assay estimates by interval. The head lithia assay is 1.66% lithia and 0.6% Fe2O3. PPhhaassee 22:: In March 2020, the Dense Media Separation (DMS) and Flotation test work within the Phase 2 metallurgical testing program was completed, delivering exceptional results in terms of lithia recovery and concentrate grades all above the Company’s target of 6% Li2O spodumene concentrate. In addition, the Company reported positive heavy mineral tin and tantalum recoveries from its flotation test work results. The tin grades are highly saleable products which could potentially contribute to reducing overall operating costs and to supply a significant and growing demand from the electronics market. Some test work on the substantial alluvial tin fields was included in the DFS, however, the Company purposely left any detailed work on the alluvial tin fields until a later stage in the project. In late April 2020, the Company reported an outstanding set of results with regards to recovery of Tin, Tantalum and Niobium. They indicated: • Effective liberation and separation show amenability to conventional metallurgical processing methods for tin and tantalum • A high-grade, low impurity cassiterite concentrate can be produced grading 71.7% to 73.2% Sn (equating to 91% to 93% cassiterite) • A separate high-grade tantalum product of between 17% to 21% Ta2O5 was also produced • Tantalum product streams are predominantly coltan (columbite-tantalite) returning niobium grades of between 17% to 21% Nb2O5 Tantalum product recoveries are between 62% to 67%, however a high proportion (20% to 31%) of tantalum and niobium reports to the cassiterite product stream which is expected to attract additional credits from tin smelters • AVZ Minerals Limited | 11 Review of Operations Review of Operations Review of Operations Review of Operations Extension of surface mineralisation to the Extension of surface mineralisation to the Extension of surface mineralisation to the South West of Roche Dure confirmed Extension of surface mineralisation to the South West of Roche Dure confirmed South West of Roche Dure confirmed South West of Roche Dure confirmed In May 2020, results from surface In May 2020, results from surface In May 2020, results from surface exploration and sampling to the exploration and sampling to the exploration and sampling to the In May 2020, results from surface immediate south-west of Roche immediate south-west of Roche immediate south-west of Roche exploration and sampling to the Dure, which involved soil sampling Dure, which involved soil sampling Dure, which involved soil sampling immediate south-west of Roche on wide spaced lines 400 metres on wide spaced lines 400 metres on wide spaced lines 400 metres Dure, which involved soil sampling apart, provided early positive results apart, provided early positive results apart, provided early positive results on wide spaced lines 400 metres for the likely extension of the Roche for the likely extension of the Roche for the likely extension of the Roche apart, provided early positive results Dure pegmatitic orebody along Dure pegmatitic orebody along Dure pegmatitic orebody along for the likely extension of the Roche strike from the open pit (Figure 2). strike from the open pit (Figure 2). strike from the open pit (Figure 2). Dure pegmatitic orebody along strike from the open pit (Figure 2). FFiigguurree 22:: SSuurrffaaccee ssaammpplliinngg ggrriidd ttoo tthhee FFiigguurree 22:: SSuurrffaaccee ssaammpplliinngg ggrriidd ttoo tthhee ssoouutthh--wweesstt ooff RRoocchhee DDuurree ssoouutthh--wweesstt ooff RRoocchhee DDuurree FFiigguurree 22:: SSuurrffaaccee ssaammpplliinngg ggrriidd ttoo tthhee ssoouutthh--wweesstt ooff RRoocchhee DDuurree FFiigguurree 22:: SSuurrffaaccee ssaammpplliinngg ggrriidd ttoo tthhee ssoouutthh--wweesstt ooff RRoocchhee DDuurree AArreeaass ooff IInntteerreesstt ((eelleevvaatteedd LLii IIDDXX vvaalluueess)) AArreeaass ooff IInntteerreesstt ((eelleevvaatteedd LLii IIDDXX vvaalluueess)) AArreeaass ooff IInntteerreesstt ((eelleevvaatteedd LLii IIDDXX vvaalluueess)) AArreeaass ooff IInntteerreesstt ((eelleevvaatteedd LLii IIDDXX vvaalluueess)) The samples were collected across The samples were collected across The samples were collected across the concession boundary between the concession boundary between the concession boundary between The samples were collected across PR13359 onto AVZ’s 100% owned PR13359 onto AVZ’s 100% owned PR13359 onto AVZ’s 100% owned the concession boundary between PR4030 and this has provided extra PR4030 and this has provided extra PR4030 and this has provided extra PR13359 onto AVZ’s 100% owned information on a 4.8m long corridor information on a 4.8m long corridor information on a 4.8m long corridor PR4030 and this has provided extra from Roche Dure along strike to the from Roche Dure along strike to the from Roche Dure along strike to the information on a 4.8m long corridor western edge of PR4030 (Figure 1). western edge of PR4030 (Figure 1). western edge of PR4030 (Figure 1). from Roche Dure along strike to the western edge of PR4030 (Figure 1). The results have indicated at least The results have indicated at least The results have indicated at least five areas of elevated Lithium Index five areas of elevated Lithium Index five areas of elevated Lithium Index The results have indicated at least values (Li-IDX) (Figure 3), which also values (Li-IDX) (Figure 3), which also values (Li-IDX) (Figure 3), which also five areas of elevated Lithium Index correspond with high Niobium correspond with high Niobium correspond with high Niobium values (Li-IDX) (Figure 3), which also five areas, which values. These five areas, which values. These values. These five areas, which correspond with high Niobium extend to the western edge of extend to the western edge of extend to the western edge of values. These five areas, which PR4030, have generated new areas PR4030, have generated new areas PR4030, have generated new areas extend to the western edge of of potential mineralisation requiring of potential mineralisation requiring of potential mineralisation requiring PR4030, have generated new areas soil inspection and field soil inspection and field field soil of potential mineralisation requiring sampling. sampling. sampling. soil inspection and field sampling. inspection and infill infill infill infill FFiigguurree 33 :: SSuurrffaaccee aannoommaalliieess ttoo tthhee FFiigguurree 33 :: SSuurrffaaccee aannoommaalliieess ttoo tthhee ssoouutthh--wweesstt ooff RRoocchhee DDuurree ssoouutthh--wweesstt ooff RRoocchhee DDuurree FFiigguurree 33 :: SSuurrffaaccee aannoommaalliieess ttoo tthhee ssoouutthh--wweesstt ooff RRoocchhee DDuurree FFiigguurree 33 :: SSuurrffaaccee aannoommaalliieess ttoo tthhee ssoouutthh--wweesstt ooff RRoocchhee DDuurree AVZ Minerals Limited | 12 AVZ Minerals Limited | 12 AVZ Minerals Limited | 12 AVZ Minerals Limited | 12 Review of Operations Transport Studies The Company has finalised and priced two preferred routes for transport of Manono products to port for export - at Lobito in Angola and Dar es Salaam in Tanzania – in that order of preference. The two routes provide flexibility to ship product either way and mitigate situations such as a derailment on one allowing the operation to swap product to the other in the interim. This strategy also optimises marine shipping for Americas and Europe-based clients. The studies have considered shipment of SC6 in dry loose bulk format and Primary Lithium Sulphate in 20-foot GP marine containers using a combination of truck road freight and rail and then ultimately marine shipping. FFiigguurree 44:: RRoouutteess iinnvveessttiiggaatteedd ffoorr pprroodduucctt ttrraannssppoorrttaattiioonn dduurriinngg DDFFSS AVZ Minerals Limited | 13 Review of Operations Special Economic Zone In February 2020, the Company executed a Memorandum of Understanding (“MOU”) with the Ministry of Industry for the development of a Special Economic Zone (“SEZ”) in Manono, located in the Tanganyika Province in the Democratic Republic of Congo. In essence, an SEZ provides for an “investor to enjoy exemptions or reductions, either permanently or temporarily, in a degressive or non-degressive manager, with or without the possibility of renewal or extension, on direct or indirect taxes, domestic duties and taxes, national, provincial and municipal royalties, import or export duties payable in the Democratic Republic of Congo”. AVZ has provided the DRC’s Ministry of Industry with its proposed terms of reference for the Manono SEZ and its rationale for the project including the Mpiana Mwanga Hydro Electric Power Plant, the Manono to Kabondo Dianda road development and the Lualaba River crossing which are all anchor activities for the Manono SEZ. AVZ’s proposed framework of tax incentives have also been submitted to the DRC Government for its review and consideration, and for inclusion within the proposed Manono SEZ regional development framework. Progressing discussions on the Manono SEZ provided some challenges during the early part of the June 2020 quarter due to travel bans imposed in the DRC due to the global COVID-19 pandemic. However, discussions with the DRC government are now progressing well and AVZ expects some of the applied taxes, customs and duties in the modelling to be waived or significantly reduced under the Manono SEZ agreement that is currently being negotiated. FFiigguurree 55:: MMeemmbbeerrss ooff AAVVZZ aanndd DDaatthhccoomm’’ss MMaannaaggeemmeenntt tteeaamm aanndd GGoovveerrnnmmeenntt OOffffiicciiaallss iinn KKiinnsshhaassaa,, DDRRCC.. LLeefftt ttoo RRiigghhtt:: MMrr.. CChhrriissttiiaann LLuukkuussaa;; MMrr.. SSeerrggee NNggaanndduu;; MMrr.. BBaalltthhaazzaarr TTsshhiisseekkee rreepprreesseennttiinngg AAVVZZ aanndd DDaatthhccoomm aanndd tthheenn HHoonnoouurraabbllee MMrr.. JJuulliieenn PPaalluukkuu,, HHiiss EExxcceelllleennccyy tthhee MMiinniisstteerr ooff IInndduussttrryy;; MM.. AAlleexxyy KKaayyeebbee,, TThhee IInnffrraassttrruuccttuurree PPrreessiiddeennttiiaall SSppeecciiaall AAddvviissoorr;; MMrr.. JJeeaann DDiieeuuddoonnnnéé KKaavveessee,, tthhee CChhiieeff ooff SSttaaffff ooff tthhee MMiinniissttrryy ooff IInndduussttrryy aanndd MMrr.. AAuugguuyy BBoollaannddaa,, CChhaarrggéé ddee mmiissssiioonn ooff tthhee SSppeecciiaall EEccoonnoommiicc ZZoonnee AAggeennccyy AVZ Minerals Limited | 14 Review of Operations Review of Operations AVZ Power AVZ Power In early January 2020, the Company signed a Memorandum of Understanding with the Democratic Republic of the Congo’s Ministry of Hydraulic Energy and Water Resources to investigate refurbishment of the Mpiana Mwanga Hydro Electric Power Plant (HEPP) on the Luvua River and associated power grids in the Manono Territory. In early January 2020, the Company signed a Memorandum of Understanding with the Democratic Republic of the Congo’s Ministry of Hydraulic Energy and Water Resources to investigate refurbishment of the Mpiana Mwanga Hydro Electric Power Plant (HEPP) on the Luvua River and associated power grids in the Manono Territory. The Mpiana Mwanga Hydro Electric Power Plant is located some 85km east-south-east of the proposed Manono mine site. It was originally built in 1933 to service the historic tin mine but closed in 1984 when mining operations ceased. The Mpiana Mwanga Hydro Electric Power Plant is located some 85km east-south-east of the proposed Manono mine site. It was originally built in 1933 to service the historic tin mine but closed in 1984 when mining operations ceased. At present, power is generated at the Manono town site using diesel generators and a recently commissioned 1.5Mw solar power system, while at AVZ’s camp it is powered by a smaller 20Kva solar system with a diesel-powered back-up generator. Based on a positive outcome of the feasibility studies into re- commissioning the power plant, it is AVZ Powers’ intention at this stage to acquire from the DRC Government a long-term, 100% exclusive lease to rehabilitate the HEPP. At present, power is generated at the Manono town site using diesel generators and a recently commissioned 1.5Mw solar power system, while at AVZ’s camp it is powered by a smaller 20Kva solar system with a diesel-powered back-up generator. Based on a positive outcome of the feasibility studies into re- commissioning the power plant, it is AVZ Powers’ intention at this stage to acquire from the DRC Government a long-term, 100% exclusive lease to rehabilitate the HEPP. A tender for the rehabilitation of the power plant was issued in July 2020, while Environmental and Social Impact Assessments (ESIA) for the HEPP, access road and power transmission lines are also completed. A tender for the rehabilitation of the power plant was issued in July 2020, while Environmental and Social Impact Assessments (ESIA) for the HEPP, access road and power transmission lines are also completed. It is estimated up to approximately ~54KMw of electricity can be generated from the rehabilitated power station – sufficient to power AVZ’s lithium plant and mining camp, as well as associated infrastructure and any future expansion of the mine site, including a 25Ktpa hydroxide plant. It is estimated up to approximately ~54KMw of electricity can be generated from the rehabilitated power station – sufficient to power AVZ’s lithium plant and mining camp, as well as associated infrastructure and any future expansion of the mine site, including a 25Ktpa hydroxide plant. Ultimately, the electricity generated from the power station could be used for operating all AVZ’s mining equipment, making the Manono Project a 100% ‘green’ mine, as well as providing sufficient electricity to power the entire Manono town site and rehabilitate the associated power grids in the Manono Territory. Ultimately, the electricity generated from the power station could be used for operating all AVZ’s mining equipment, making the Manono Project a 100% ‘green’ mine, as well as providing sufficient electricity to power the entire Manono town site and rehabilitate the associated power grids in the Manono Territory. FFiigguurreess 66--99:: TThhee MMppiiaannaa MMwwaannggaa HHyyddrroo EElleeccttrriicc PPoowweerr PPllaanntt oonn tthhee LLuuvvuuaa RRiivveerr FFiigguurreess 66--99:: TThhee MMppiiaannaa MMwwaannggaa HHyyddrroo EElleeccttrriicc PPoowweerr PPllaanntt oonn tthhee LLuuvvuuaa RRiivveerr AVZ Minerals Limited | 15 AVZ Minerals Limited | 15 Review of Operations Review of Operations Review of Operations Review of Operations Roche Dure Pit Dewatering Program Roche Dure Pit Dewatering Program Roche Dure Pit Dewatering Program Roche Dure Pit Dewatering Program In early February 2020, pit dewatering at Roche Dure was completed which gives In early February 2020, pit dewatering at Roche Dure was completed which gives In early February 2020, pit dewatering at Roche Dure was completed which gives AVZ the opportunity to undertake further infill drilling of material underneath the AVZ the opportunity to undertake further infill drilling of material underneath the AVZ the opportunity to undertake further infill drilling of material underneath the In early February 2020, pit dewatering at Roche Dure was completed which gives pit floor (previously undrilled as it was water covered) to upgrade some Inferred pit floor (previously undrilled as it was water covered) to upgrade some Inferred pit floor (previously undrilled as it was water covered) to upgrade some Inferred AVZ the opportunity to undertake further infill drilling of material underneath the Resources to at least an Indicated Resource status. Resources to at least an Indicated Resource status. Resources to at least an Indicated Resource status. pit floor (previously undrilled as it was water covered) to upgrade some Inferred Resources to at least an Indicated Resource status. FFiigguurreess 99--1100:: TThhee fflloooorr ooff tthhee RRoocchhee DDuurree ppiitt,, ppoosstt ddeewwaatteerriinngg FFiigguurreess 99--1100:: TThhee fflloooorr ooff tthhee RRoocchhee DDuurree ppiitt,, ppoosstt ddeewwaatteerriinngg FFiigguurreess 99--1100:: TThhee fflloooorr ooff tthhee RRoocchhee DDuurree ppiitt,, ppoosstt ddeewwaatteerriinngg FFiigguurreess 99--1100:: TThhee fflloooorr ooff tthhee RRoocchhee DDuurree ppiitt,, ppoosstt ddeewwaatteerriinngg FFiigguurree 1111:: TThhee ssuummpp oonn tthhee fflloooorr ooff tthhee RRoocchhee DDuurree ppiitt,, ppoosstt ddeewwaatteerriinngg FFiigguurree 1111:: TThhee ssuummpp oonn tthhee fflloooorr ooff tthhee RRoocchhee DDuurree ppiitt,, ppoosstt ddeewwaatteerriinngg FFiigguurree 1111:: TThhee ssuummpp oonn tthhee fflloooorr ooff tthhee RRoocchhee DDuurree ppiitt,, ppoosstt ddeewwaatteerriinngg FFiigguurree 1111:: TThhee ssuummpp oonn tthhee fflloooorr ooff tthhee RRoocchhee DDuurree ppiitt,, ppoosstt ddeewwaatteerriinngg AVZ Minerals Limited | 16 AVZ Minerals Limited | 16 AVZ Minerals Limited | 16 AVZ Minerals Limited | 16 Review of Operations Review of Operations Review of Operations Review of Operations Review of Operations Review of Operations Environmental and Social Impact Studies Environmental and Social Impact Studies Environmental and Social Impact Studies Environmental and Social Impact Studies Environmental and Social Impact Studies Environmental and Social Impact Studies In Q4 2019, EmiAfrica was appointed to In Q4 2019, EmiAfrica was appointed to In Q4 2019, EmiAfrica was appointed to In Q4 2019, EmiAfrica was appointed to In Q4 2019, EmiAfrica was appointed to impact conduct environmental and social conduct environmental and social impact conduct environmental and social impact conduct environmental and social impact conduct environmental and social In Q4 2019, EmiAfrica was appointed to studies as part of the formal process to obtain studies as part of the formal process to obtain studies as part of the formal process to obtain studies as part of the formal process to obtain studies as part of the formal process to obtain impact conduct environmental and social the Manono Project. for mining permits mining permits the Manono Project. the Manono Project. for mining permits for mining permits for mining permits the Manono Project. studies as part of the formal process to obtain EmiAfrica consultants and senior members of EmiAfrica consultants and senior members of EmiAfrica consultants and senior members of EmiAfrica consultants and senior members of EmiAfrica consultants and senior members of the Manono Project. for mining permits local team briefed key technical AVZ’s AVZ’s local local team briefed key AVZ’s local AVZ’s AVZ’s technical EmiAfrica consultants and senior members of stakeholders and dignitaries to appraise them stakeholders and dignitaries to appraise them stakeholders and dignitaries to appraise them stakeholders and dignitaries to appraise them stakeholders and dignitaries to appraise them local team briefed key AVZ’s of the Company’s intention to mine the Roche of the Company’s intention to mine the Roche of the Company’s intention to mine the Roche of the Company’s intention to mine the Roche of the Company’s intention to mine the Roche stakeholders and dignitaries to appraise them Dure deposit, to obtain their input and address Dure deposit, to obtain their input and address Dure deposit, to obtain their input and address Dure deposit, to obtain their input and address Dure deposit, to obtain their input and address of the Company’s intention to mine the Roche any concerns they had about future mining any concerns they had about future mining any concerns they had about future mining any concerns they had about future mining any concerns they had about future mining Dure deposit, to obtain their input and address activities. activities. activities. activities. activities. any concerns they had about future mining activities. impact for the Manono Project. team briefed key local technical technical team briefed key team briefed key technical technical EmiAfrica also commenced a flora and fauna EmiAfrica also commenced a flora and fauna EmiAfrica also commenced a flora and fauna EmiAfrica also commenced a flora and fauna EmiAfrica also commenced a flora and fauna study of Roche Dure which is required under study of Roche Dure which is required under study of Roche Dure which is required under study of Roche Dure which is required under study of Roche Dure which is required under EmiAfrica also commenced a flora and fauna Impact Social and the Environmental Impact the Environmental Impact the Environmental Social and the Environmental Social Impact Social and and the Environmental study of Roche Dure which is required under In addition, (EISA) program. Assessment Assessment (EISA) program. In addition, In addition, (EISA) program. Assessment (EISA) program. Assessment In addition, Assessment Impact Social and the Environmental hydrogeological studies are being undertaken hydrogeological studies are being undertaken hydrogeological studies are being undertaken hydrogeological studies are being undertaken hydrogeological studies are being undertaken In addition, (EISA) program. Assessment for inclusion in the ESIA reports. for inclusion in the ESIA reports. for inclusion in the ESIA reports. for inclusion in the ESIA reports. for inclusion in the ESIA reports. hydrogeological studies are being undertaken for inclusion in the ESIA reports. (EISA) program. In addition, Impact Social and FFiigguurreess 1122--1133:: KKeeyy ssttaakkeehhoollddeerr bbrriieeffiinnggss wwiitthh llooccaall cchhiieeffss aanndd ddiiggnniittaarriieess wweerree FFiigguurreess 1122--1133:: KKeeyy ssttaakkeehhoollddeerr bbrriieeffiinnggss wwiitthh llooccaall cchhiieeffss aanndd ddiiggnniittaarriieess wweerree FFiigguurreess 1122--1133:: KKeeyy ssttaakkeehhoollddeerr bbrriieeffiinnggss wwiitthh llooccaall cchhiieeffss aanndd ddiiggnniittaarriieess wweerree FFiigguurreess 1122--1133:: KKeeyy ssttaakkeehhoollddeerr bbrriieeffiinnggss wwiitthh llooccaall cchhiieeffss aanndd ddiiggnniittaarriieess wweerree uunnddeerrttaakkeenn aass ppaarrtt ooff tthhee pprroocceessss ttoo oobbttaaiinn mmiinniinngg ppeerrmmiittss ffoorr tthhee MMaannoonnoo uunnddeerrttaakkeenn aass ppaarrtt ooff tthhee pprroocceessss ttoo oobbttaaiinn mmiinniinngg ppeerrmmiittss ffoorr tthhee MMaannoonnoo uunnddeerrttaakkeenn aass ppaarrtt ooff tthhee pprroocceessss ttoo oobbttaaiinn mmiinniinngg ppeerrmmiittss ffoorr tthhee MMaannoonnoo uunnddeerrttaakkeenn aass ppaarrtt ooff tthhee pprroocceessss ttoo oobbttaaiinn mmiinniinngg ppeerrmmiittss ffoorr tthhee MMaannoonnoo FFiigguurreess 1122--1133:: KKeeyy ssttaakkeehhoollddeerr bbrriieeffiinnggss wwiitthh llooccaall cchhiieeffss aanndd ddiiggnniittaarriieess wweerree PPrroojjeecctt.. PPrroojjeecctt.. PPrroojjeecctt.. PPrroojjeecctt.. uunnddeerrttaakkeenn aass ppaarrtt ooff tthhee pprroocceessss ttoo oobbttaaiinn mmiinniinngg ppeerrmmiittss ffoorr tthhee MMaannoonnoo PPrroojjeecctt.. FFiigguurreess 1122--1133:: KKeeyy ssttaakkeehhoollddeerr bbrriieeffiinnggss wwiitthh llooccaall cchhiieeffss aanndd ddiiggnniittaarriieess wweerree uunnddeerrttaakkeenn aass ppaarrtt ooff tthhee pprroocceessss ttoo oobbttaaiinn mmiinniinngg ppeerrmmiittss ffoorr tthhee MMaannoonnoo PPrroojjeecctt.. AVZ Minerals Limited | 17 AVZ Minerals Limited | 17 AVZ Minerals Limited | 17 AVZ Minerals Limited | 17 AVZ Minerals Limited | 17 AVZ Minerals Limited | 17 Review of Operations Review of Operations Review of Operations Review of Operations Government Engagement Government Engagement AVZ undertook extensive government engagement during the year including a formal briefing with the President of the Democratic Republic of the Congo, His Excellency, President Tshisekedi Tshilombo, as well as several meetings with Government officials and Presidential advisors. Government Engagement Government Engagement AVZ undertook extensive government engagement during the year including a formal AVZ undertook extensive government engagement during the year including a formal briefing with the President of the Democratic Republic of the Congo, His Excellency, AVZ undertook extensive government engagement during the year including a formal briefing with the President of the Democratic Republic of the Congo, His Excellency, President Tshisekedi Tshilombo, as well as several meetings with Government officials briefing with the President of the Democratic Republic of the Congo, His Excellency, President Tshisekedi Tshilombo, as well as several meetings with Government officials and Presidential advisors. President Tshisekedi Tshilombo, as well as several meetings with Government officials and Presidential advisors. and Presidential advisors. AVZ briefed the President around its decision to fast track the Definitive Feasibility Study AVZ briefed the President around its decision to fast track the Definitive Feasibility Study for the Manono Project as well as answering questions relating to taxation, logistics, AVZ briefed the President around its decision to fast track the Definitive Feasibility Study for the Manono Project as well as answering questions relating to taxation, logistics, energy supply, industrialisation and economic and social development in the Tanganyika for the Manono Project as well as answering questions relating to taxation, logistics, energy supply, industrialisation and economic and social development in the Tanganyika Province. energy supply, industrialisation and economic and social development in the Tanganyika Province. Province. AVZ briefed the President around its decision to fast track the Definitive Feasibility Study for the Manono Project as well as answering questions relating to taxation, logistics, energy supply, industrialisation and economic and social development in the Tanganyika Province. FFiigguurree 1144:: LL –– RR.. MMrr.. TToonnyy KKaannkkuu ((AAddvviissoorr)),, MMrr.. GGrraaeemmee JJoohhnnssttoonn ((AAVVZZ TTeecchhnniiccaall FFiigguurree 1144:: LL –– RR.. MMrr.. TToonnyy KKaannkkuu ((AAddvviissoorr)),, MMrr.. GGrraaeemmee JJoohhnnssttoonn ((AAVVZZ TTeecchhnniiccaall FFiigguurree 1144:: LL –– RR.. MMrr.. TToonnyy KKaannkkuu ((AAddvviissoorr)),, MMrr.. GGrraaeemmee JJoohhnnssttoonn ((AAVVZZ TTeecchhnniiccaall DDiirreeccttoorr)),, MMrr.. BBaalltthhaazzaarr TTsshhiisseekkee ((DDaatthhccoomm CChhiieeff AAddmmiinniissttrraattoorr)),, FFiigguurree 1144:: LL –– RR.. MMrr.. TToonnyy KKaannkkuu ((AAddvviissoorr)),, MMrr.. GGrraaeemmee JJoohhnnssttoonn ((AAVVZZ TTeecchhnniiccaall DDiirreeccttoorr)),, MMrr.. BBaalltthhaazzaarr TTsshhiisseekkee ((DDaatthhccoomm CChhiieeff AAddmmiinniissttrraattoorr)),, DDiirreeccttoorr)),, MMrr.. BBaalltthhaazzaarr TTsshhiisseekkee ((DDaatthhccoomm CChhiieeff AAddmmiinniissttrraattoorr)),, HHiiss EExxcceelllleennccyy MMrr.. FFeelliixx TTsshhiisseekkeeddii,, PPrreessiiddeenntt ooff tthhee DDRRCC,, DDiirreeccttoorr)),, MMrr.. BBaalltthhaazzaarr TTsshhiisseekkee ((DDaatthhccoomm CChhiieeff AAddmmiinniissttrraattoorr)),, HHiiss EExxcceelllleennccyy MMrr.. FFeelliixx TTsshhiisseekkeeddii,, PPrreessiiddeenntt ooff tthhee DDRRCC,, HHiiss EExxcceelllleennccyy MMrr.. FFeelliixx TTsshhiisseekkeeddii,, PPrreessiiddeenntt ooff tthhee DDRRCC,, MMrr.. CChhrriissttiiaann LLuukkuussaa aanndd MMrr.. JJoohhnn KKaanniinnddaa ((DDaatthhccoomm lleeggaall aaddvviissoorrss)).. HHiiss EExxcceelllleennccyy MMrr.. FFeelliixx TTsshhiisseekkeeddii,, PPrreessiiddeenntt ooff tthhee DDRRCC,, MMrr.. CChhrriissttiiaann LLuukkuussaa aanndd MMrr.. JJoohhnn KKaanniinnddaa ((DDaatthhccoomm lleeggaall aaddvviissoorrss)).. MMrr.. CChhrriissttiiaann LLuukkuussaa aanndd MMrr.. JJoohhnn KKaanniinnddaa ((DDaatthhccoomm lleeggaall aaddvviissoorrss)).. MMrr.. CChhrriissttiiaann LLuukkuussaa aanndd MMrr.. JJoohhnn KKaanniinnddaa ((DDaatthhccoomm lleeggaall aaddvviissoorrss)).. In October 2019, AVZ met with high ranking officials from the Tanzanian Port Authority, In October 2019, AVZ met with high ranking officials from the Tanzanian Port Authority, In October 2019, AVZ met with high ranking officials from the Tanzanian Port Authority, Tanzania Railways Corporation, Tanzania Zambia Railways Authority, Tanzania Revenue In October 2019, AVZ met with high ranking officials from the Tanzanian Port Authority, Tanzania Railways Corporation, Tanzania Zambia Railways Authority, Tanzania Revenue Tanzania Railways Corporation, Tanzania Zambia Railways Authority, Tanzania Revenue Authority and Tanzania’s Export Processing Zones Authority, which is the principal Tanzania Railways Corporation, Tanzania Zambia Railways Authority, Tanzania Revenue Authority and Tanzania’s Export Processing Zones Authority, which is the principal Authority and Tanzania’s Export Processing Zones Authority, which is the principal government agency for promoting investments in Tanzania’s special economic zones. Authority and Tanzania’s Export Processing Zones Authority, which is the principal government agency for promoting investments in Tanzania’s special economic zones. government agency for promoting investments in Tanzania’s special economic zones. government agency for promoting investments in Tanzania’s special economic zones. Project issues focused around the available capacity, laydown and storage areas at the Project issues focused around the available capacity, laydown and storage areas at the port of Dar es Salaam and a further range of benefits for AVZ such as tax incentives and Project issues focused around the available capacity, laydown and storage areas at the port of Dar es Salaam and a further range of benefits for AVZ such as tax incentives and exemptions and planned rail and port upgrades should further beneficiation in Tanzania port of Dar es Salaam and a further range of benefits for AVZ such as tax incentives and exemptions and planned rail and port upgrades should further beneficiation in Tanzania be investigated. exemptions and planned rail and port upgrades should further beneficiation in Tanzania be investigated. be investigated. The Tanzanian Government officials offered every possible assistance to facilitate the The Tanzanian Government officials offered every possible assistance to facilitate the Company’s objectives of being able to efficiently and cost effectively transport Roche The Tanzanian Government officials offered every possible assistance to facilitate the Company’s objectives of being able to efficiently and cost effectively transport Roche Dure concentrate via the port of Dar es Salaam. The Company is working towards Company’s objectives of being able to efficiently and cost effectively transport Roche Dure concentrate via the port of Dar es Salaam. The Company is working towards securing Letters of Intent with the Tanzania Railways Corporation, Tanzania Zambia Dure concentrate via the port of Dar es Salaam. The Company is working towards securing Letters of Intent with the Tanzania Railways Corporation, Tanzania Zambia Railways Authority and Tanzania’s Export Processing Zones Authority around the securing Letters of Intent with the Tanzania Railways Corporation, Tanzania Zambia Railways Authority and Tanzania’s Export Processing Zones Authority around the movement of Roche Dure concentrate. Railways Authority and Tanzania’s Export Processing Zones Authority around the movement of Roche Dure concentrate. movement of Roche Dure concentrate. The Tanzanian Government officials offered every possible assistance to facilitate the Company’s objectives of being able to efficiently and cost effectively transport Roche Dure concentrate via the port of Dar es Salaam. The Company is working towards securing Letters of Intent with the Tanzania Railways Corporation, Tanzania Zambia Railways Authority and Tanzania’s Export Processing Zones Authority around the movement of Roche Dure concentrate. Project issues focused around the available capacity, laydown and storage areas at the port of Dar es Salaam and a further range of benefits for AVZ such as tax incentives and exemptions and planned rail and port upgrades should further beneficiation in Tanzania be investigated. AVZ Minerals Limited | 18 AVZ Minerals Limited | 18 AVZ Minerals Limited | 18 AVZ Minerals Limited | 18 Review of Operations Review of Operations Review of Operations Review of Operations Review of Operations Review of Operations Review of Operations Early Works Program Early Works Program Early Works Program Early Works Program Roche Dure Pit Dewatering Program Roche Dure Pit Dewatering Program Roche Dure Pit Dewatering Program In early February 2020, pit dewatering at Roche Dure was completed which gives The Company advanced its plans to develop the Manono Project issuing tenders In early February 2020, pit dewatering at Roche Dure was completed which gives AVZ the opportunity to undertake further infill drilling of material underneath the for approximately US$300 million worth of pre-mining infrastructure packages. AVZ the opportunity to undertake further infill drilling of material underneath the In early February 2020, pit dewatering at Roche Dure was completed which gives pit floor (previously undrilled as it was water covered) to upgrade some Inferred The tenders included the process plants EPC package, the Kabondo Dianda pit floor (previously undrilled as it was water covered) to upgrade some Inferred AVZ the opportunity to undertake further infill drilling of material underneath the Resources to at least an Indicated Resource status. Intermodal Staging Site, mine-site buildings, diesel storage facilities and camp Resources to at least an Indicated Resource status. pit floor (previously undrilled as it was water covered) to upgrade some Inferred catering services packages. Contracts will be awarded once the AVZ Board Resources to at least an Indicated Resource status. makes a Final Investment Decision (FID) to mine Manono. The Company advanced its plans to develop the Manono Project issuing tenders The Company advanced its plans to develop the Manono Project issuing tenders The Company advanced its plans to develop the Manono Project issuing tenders for approximately US$300 million worth of pre-mining infrastructure packages. for approximately US$300 million worth of pre-mining infrastructure packages. for approximately US$300 million worth of pre-mining infrastructure packages. The tenders included the process plants EPC package, the Kabondo Dianda The tenders included the process plants EPC package, the Kabondo Dianda The tenders included the process plants EPC package, the Kabondo Dianda Intermodal Staging Site, mine-site buildings, diesel storage facilities and camp Intermodal Staging Site, mine-site buildings, diesel storage facilities and camp Intermodal Staging Site, mine-site buildings, diesel storage facilities and camp catering services packages. Contracts will be awarded once the AVZ Board catering services packages. Contracts will be awarded once the AVZ Board catering services packages. Contracts will be awarded once the AVZ Board makes a Final Investment Decision (FID) to mine Manono. makes a Final Investment Decision (FID) to mine Manono. makes a Final Investment Decision (FID) to mine Manono. Early in 2020, construction of more sustainable “single-man” accommodation quarters occurred at Manono, along with associated kitchen, mess, laundry and recreational facilities. The early works program at Manono’s Camp Colline also included a sewage treatment facility, a RO water treatment plant and additional power facilities. Early in 2020, construction of more sustainable “single-man” accommodation Early in 2020, construction of more sustainable “single-man” accommodation Early in 2020, construction of more sustainable “single-man” accommodation quarters occurred at Manono, along with associated kitchen, mess, laundry and quarters occurred at Manono, along with associated kitchen, mess, laundry and quarters occurred at Manono, along with associated kitchen, mess, laundry and recreational facilities. The early works program at Manono’s Camp Colline also recreational facilities. The early works program at Manono’s Camp Colline also recreational facilities. The early works program at Manono’s Camp Colline also included a sewage treatment facility, a RO water treatment plant and additional included a sewage treatment facility, a RO water treatment plant and additional included a sewage treatment facility, a RO water treatment plant and additional power facilities. power facilities. power facilities. Review of Operations Early Works Program The Company advanced its plans to develop the Manono Project issuing tenders for approximately US$300 million worth of pre-mining infrastructure packages. The tenders included the process plants EPC package, the Kabondo Dianda Intermodal Staging Site, mine-site buildings, diesel storage facilities and camp catering services packages. Contracts will be awarded once the AVZ Board makes a Final Investment Decision (FID) to mine Manono. FFiigguurreess 99--1100:: TThhee fflloooorr ooff tthhee RRoocchhee DDuurree ppiitt,, ppoosstt ddeewwaatteerriinngg FFiigguurreess 99--1100:: TThhee fflloooorr ooff tthhee RRoocchhee DDuurree ppiitt,, ppoosstt ddeewwaatteerriinngg FFiigguurreess 99--1100:: TThhee fflloooorr ooff tthhee RRoocchhee DDuurree ppiitt,, ppoosstt ddeewwaatteerriinngg Early in 2020, construction of more sustainable “single-man” accommodation quarters occurred at Manono, along with associated kitchen, mess, laundry and recreational facilities. The early works program at Manono’s Camp Colline also included a sewage treatment facility, a RO water treatment plant and additional power facilities. FFiigguurree 1155:: SSiinnggllee--mmaann aaccccoommmmooddaattiioonn qquuaarrtteerrss aatt CCaammpp CCoolllliinnee FFiigguurree 1155:: SSiinnggllee--mmaann aaccccoommmmooddaattiioonn qquuaarrtteerrss aatt CCaammpp CCoolllliinnee FFiigguurree 1155:: SSiinnggllee--mmaann aaccccoommmmooddaattiioonn qquuaarrtteerrss aatt CCaammpp CCoolllliinnee FFiigguurree 1155:: SSiinnggllee--mmaann aaccccoommmmooddaattiioonn qquuaarrtteerrss aatt CCaammpp CCoolllliinnee FFiigguurree 1111:: TThhee ssuummpp oonn tthhee fflloooorr ooff tthhee RRoocchhee DDuurree ppiitt,, ppoosstt ddeewwaatteerriinngg FFiigguurree 1111:: TThhee ssuummpp oonn tthhee fflloooorr ooff tthhee RRoocchhee DDuurree ppiitt,, ppoosstt ddeewwaatteerriinngg FFiigguurree 1111:: TThhee ssuummpp oonn tthhee fflloooorr ooff tthhee RRoocchhee DDuurree ppiitt,, ppoosstt ddeewwaatteerriinngg AVZ Minerals Limited | 16 AVZ Minerals Limited | 16 AVZ Minerals Limited | 19 AVZ Minerals Limited | 19 AVZ Minerals Limited | 19 AVZ Minerals Limited | 19 AVZ Minerals Limited | 16 FFiigguurree 1155:: SSiinnggllee--mmaann aaccccoommmmooddaattiioonn qquuaarrtteerrss aatt CCaammpp CCoolllliinnee AVZ Minerals Limited | 19 Review of Operations Corporate SSttrraatteeggiicc iinnvveessttoorr YYiibbiinn TTiiaannyyii && eexxeerrcciissee ooff AAVVZZ lliisstteedd ooppttiioonnss In mid-May 2020, AVZ successfully completed a A$10.7M placement to Yibin Tianyi Lithium Industry Co., (“Yibin Tianyi”) through the issue of 237,500,000 shares at 4.5 cents per share. Yibin Tianyi is an emerging lithium chemical producer in China that is aligned and backed by China’s largest EV battery manufacturer, CATL, and the Shenzen-listed company, Suzhou TA&A Ultra Clean Technology Co., Ltd. Yibin Tianyi is targeting production of up to 25,000 tonnes of lithium hydroxide per annum, with future staged expansions expected to increase production to approximately 100,000 tonnes per annum, making Yibin Tianyi’s plant one of the largest hydroxide suppliers in China. Funds from the Yibin Tianyi placement enabled AVZ to repay a US$1M Convertible Note to N-Resource Limited (a company associated with Yibin Tianyi), undertake early development works at the Manono Project and provide ongoing working capital. In late May 2020, AVZ received approximately A$5.3M (before costs) after more than 180,241, 837 listed options were exercised by option holders and Canaccord Genuity (Australia) Limited. At the same time, AVZ completed its final payment of US$1 million under the original Acquisition Agreement to acquire its 60% interest in the Manono Project. Earlier in Q2 2020, the Company raised A$3.6M from an existing strategic investor, Lithium Plus, and other sophisticated and professional investors, including a global institutional investor, for the purposes of progressing the DFS and for general working capital. BBooaarrdd aanndd MMaannaaggeemmeenntt CChhaannggeess Highly experienced mining veteran Dr. John Clarke was appointed Non-Executive Chairman of AVZ Minerals on 2 December 2019. Dr. Clarke’s appointment further strengthened the Board of Directors as the Company prepared to move into the financing and development phase of the Manono Project. Dr. Clarke brings an impressive depth of resources industry experience to AVZ, having started his career in 1972 as a metallurgist at Goldfield’s Kloof Gold Mine. Most of his career has focused on the operation, development or management of African mining projects and activities, from junior operating roles to the most senior Executive and Board level appointments. DDrr.. JJoohhnn CCllaarrkkee MMrr.. MMiicchhaaeell HHuugghheess In October 2019, Mr. Michael Hughes was appointed as Project Director for the Manono Project. Mr. Hughes has more than 35 years’ experience in Engineering, Procurement and Construction in the minerals and metals market, having worked for both engineering companies and clients to execute studies and projects. His experience covers all metals and minerals commodities plant design and construction in Africa, India, France and Australia. He has also worked in many African countries, including Malawi, Mozambique, Namibia, Botswana, Madagascar and Ethiopia. In May 2020, Mr. Hongliang Chen resigned as a Non-Executive Director of AVZ Minerals. Mr. Chen was a nominee of Huayou Cobalt Group, which had provided early support to the Manono Project with a A$13M placement in August 2017. AVZ Minerals Limited | 20 Review of Operations List of current mining and exploration tenements (as of 30 June 2020): CCoouunnttrryy // PPrroojjeecctt TTeenneemmeenntt IInntteerreesstt DDRRCC –– MMaannoonnoo PPrroojjeecctt DDRRCC –– MMaannoonnoo EExxtteennssiioonn PPrroojjeecctt PR 13359 PR 4029 PR 4030 60%* 100% SSttaattuuss Granted Granted *AVZ Minerals Limited has secured a further 15% rights from Dathomir Mining Resources SARL. Upon completion of the acquisition, AVZ Minerals will have 75% interest in the Manono Project. Roche Dure Main Pegmatite Ore Reserve Estimate (as of 30 June 2020): RReesseerrvvee ccaatteeggoorryy TToonnnneess ((MMtt)) GGrraaddee LLii22OO ((%%)) CCoonnttaaiinneedd LLii22OO ((MMtt)) GGrraaddee SSnn ((gg//tt)) CCoonnttaaiinneedd SSnn ((kktt)) Proved Probable TToottaall 44.6 48.5 9933..00 1.62 1.54 11..5588 0.72 0.75 11..4477 958 1016 998888 42.7 49.3 9922..00 Notes: Figures above may not sum due to rounding applied. Mining dilution by elevation has been applied to represent the changing quantities of waste dilution existing on each bench of the pit:     Surface to the 565RL has 5% mining dilution applied 565RL to the 505RL has 2% mining dilution applied 505RL to the 435RL has 1% mining dilution applied Below the 435 RL has 0% mining dilution applied, as the whole bench is ROM. A variable mining recovery has also been applied:   Surface to 565RL has 98% mining recovery applied Below the 565RL has 99% mining recovery applied The Ore Reserve estimate has been based on a cut-off of > US$0.00 block value comprising an economic block by block calculation. Roche Dure Main Pegmatite Mineral Resource at a 0.5% Li2O cut-off (as of 30 June 2020): CCaatteeggoorryy Measured Indicated Inferred TToottaall TToonnnneess ((MMiilllliioonnss)) 107 162 131 440000 LLii22OO %% 1.68 1.63 1.66 11..6655 SSnn ppppmm 836 803 509 771155 TTaa ppppmm FFee22OO33 %% 36 36 30 3344 0.93 0.96 1.00 00..9966 PP22OO55 %% 0.31 0.29 0.28 00..2299 AVZ Minerals Limited | 21 Review of Operations Review of Operations Review of Operations Review of Operations Review of Operations CCoommppeetteenntt PPeerrssoonnss SSttaatteemmeenntt CCoommppeetteenntt PPeerrssoonnss SSttaatteemmeenntt The information that relates to Ore Reserves is based on information compiled by Mr. Daniel Grosso and reviewed by Mr. Karl van Olden, both employees of CSA Global Pty The information that relates to Ore Reserves is based on information compiled by Mr. Ltd. Mr. van Olden takes overall responsibility for the Report as Competent Person. Mr. Daniel Grosso and reviewed by Mr. Karl van Olden, both employees of CSA Global Pty van Olden is a Fellow of The Australasian Institute of Mining and Metallurgy and has Ltd. Mr. van Olden takes overall responsibility for the Report as Competent Person. Mr. sufficient experience, which is relevant to the style of mineralisation and type of deposit van Olden is a Fellow of The Australasian Institute of Mining and Metallurgy and has under consideration, and to the activity he is undertaking, to qualify as Competent sufficient experience, which is relevant to the style of mineralisation and type of deposit Person in terms of the JORC (2012 Edition). The Competent Person, Mr. Karl van Olden under consideration, and to the activity he is undertaking, to qualify as Competent has reviewed the Ore Reserve statement and given permission for the publication of Person in terms of the JORC (2012 Edition). The Competent Person, Mr. Karl van Olden this information in the form and context within which it appears. The estimated ore has reviewed the Ore Reserve statement and given permission for the publication of reserves underpinning the production target have been prepared by a competent this information in the form and context within which it appears. The estimated ore person, Mr. Karl van Olden from CSA Global, in accordance with the requirements in reserves underpinning the production target have been prepared by a competent Appendix 5A of the (JORC Code) 2012. person, Mr. Karl van Olden from CSA Global, in accordance with the requirements in Appendix 5A of the (JORC Code) 2012. The Mineral Resource estimate has been completed by Mrs. Ipelo Gasela (BSc Hons, MSc (Eng.)) who is a geologist with 14 years’ experience in mining geology, Mineral The Mineral Resource estimate has been completed by Mrs. Ipelo Gasela (BSc Hons, Resource evaluation and reporting. She is a Senior Mineral Resource Consultant for The MSc (Eng.)) who is a geologist with 14 years’ experience in mining geology, Mineral MSA Group (an independent consulting company), is registered with the South African Resource evaluation and reporting. She is a Senior Mineral Resource Consultant for The Council for Natural Scientific Professions (SACNASP) and is a Member of the Geological MSA Group (an independent consulting company), is registered with the South African Society of South Africa (GSSA). Mrs. Gasela has the appropriate relevant qualifications Council for Natural Scientific Professions (SACNASP) and is a Member of the Geological and experience to be considered a Competent Person for the activity being undertaken Society of South Africa (GSSA). Mrs. Gasela has the appropriate relevant qualifications as defined in the 2012 edition of the JORC Code. Mrs. Gasela consents to the inclusion and experience to be considered a Competent Person for the activity being undertaken in the report of the matters based on this information in the form and context in which as defined in the 2012 edition of the JORC Code. Mrs. Gasela consents to the inclusion it appears. in the report of the matters based on this information in the form and context in which it appears. The information in this report that relates to metallurgical test work results is based on, and fairly represents information compiled and reviewed by Mr. Nigel Ferguson, a The information in this report that relates to metallurgical test work results is based on, Competent Person who is a Fellow of The Australasian Institute of Mining and Metallurgy and fairly represents information compiled and reviewed by Mr. Nigel Ferguson, a and Member of the Australian Institute of Geoscientists. Mr. Ferguson is a Director of Competent Person who is a Fellow of The Australasian Institute of Mining and Metallurgy AVZ Minerals Limited. Mr. Ferguson has sufficient experience that is relevant to the style and Member of the Australian Institute of Geoscientists. Mr. Ferguson is a Director of of mineralisation and type of deposit under consideration and to the activity being AVZ Minerals Limited. Mr. Ferguson has sufficient experience that is relevant to the style undertaken to qualify as a Competent Person as defined in the 2012 Edition of the of mineralisation and type of deposit under consideration and to the activity being “Australasian Code for Reporting of Exploration Results, Mineral Resource and Ore undertaken to qualify as a Competent Person as defined in the 2012 Edition of the Reserves”. Mr. Ferguson consents to the inclusion in this report of the matters based on “Australasian Code for Reporting of Exploration Results, Mineral Resource and Ore this information in the form and context in which it appears. Reserves”. Mr. Ferguson consents to the inclusion in this report of the matters based on this information in the form and context in which it appears. CCoommppeetteenntt PPeerrssoonnss SSttaatteemmeenntt CCoommppeetteenntt PPeerrssoonnss SSttaatteemmeenntt CCoommppeetteenntt PPeerrssoonnss SSttaatteemmeenntt The information that relates to Ore Reserves is based on information compiled by Mr. Daniel Grosso and reviewed by Mr. Karl van Olden, both employees of CSA Global Pty The information that relates to Ore Reserves is based on information compiled by Mr. Ltd. Mr. van Olden takes overall responsibility for the Report as Competent Person. Mr. Daniel Grosso and reviewed by Mr. Karl van Olden, both employees of CSA Global Pty The information that relates to Ore Reserves is based on information compiled by Mr. van Olden is a Fellow of The Australasian Institute of Mining and Metallurgy and has Ltd. Mr. van Olden takes overall responsibility for the Report as Competent Person. Mr. Daniel Grosso and reviewed by Mr. Karl van Olden, both employees of CSA Global Pty sufficient experience, which is relevant to the style of mineralisation and type of deposit van Olden is a Fellow of The Australasian Institute of Mining and Metallurgy and has Ltd. Mr. van Olden takes overall responsibility for the Report as Competent Person. Mr. under consideration, and to the activity he is undertaking, to qualify as Competent sufficient experience, which is relevant to the style of mineralisation and type of deposit van Olden is a Fellow of The Australasian Institute of Mining and Metallurgy and has Person in terms of the JORC (2012 Edition). The Competent Person, Mr. Karl van Olden under consideration, and to the activity he is undertaking, to qualify as Competent sufficient experience, which is relevant to the style of mineralisation and type of deposit has reviewed the Ore Reserve statement and given permission for the publication of Person in terms of the JORC (2012 Edition). The Competent Person, Mr. Karl van Olden under consideration, and to the activity he is undertaking, to qualify as Competent this information in the form and context within which it appears. The estimated ore has reviewed the Ore Reserve statement and given permission for the publication of Person in terms of the JORC (2012 Edition). The Competent Person, Mr. Karl van Olden reserves underpinning the production target have been prepared by a competent this information in the form and context within which it appears. The estimated ore has reviewed the Ore Reserve statement and given permission for the publication of person, Mr. Karl van Olden from CSA Global, in accordance with the requirements in reserves underpinning the production target have been prepared by a competent this information in the form and context within which it appears. The estimated ore Appendix 5A of the (JORC Code) 2012. person, Mr. Karl van Olden from CSA Global, in accordance with the requirements in reserves underpinning the production target have been prepared by a competent Appendix 5A of the (JORC Code) 2012. person, Mr. Karl van Olden from CSA Global, in accordance with the requirements in The Mineral Resource estimate has been completed by Mrs. Ipelo Gasela (BSc Hons, Appendix 5A of the (JORC Code) 2012. MSc (Eng.)) who is a geologist with 14 years’ experience in mining geology, Mineral The Mineral Resource estimate has been completed by Mrs. Ipelo Gasela (BSc Hons, Resource evaluation and reporting. She is a Senior Mineral Resource Consultant for The MSc (Eng.)) who is a geologist with 14 years’ experience in mining geology, Mineral The Mineral Resource estimate has been completed by Mrs. Ipelo Gasela (BSc Hons, MSA Group (an independent consulting company), is registered with the South African Resource evaluation and reporting. She is a Senior Mineral Resource Consultant for The MSc (Eng.)) who is a geologist with 14 years’ experience in mining geology, Mineral Council for Natural Scientific Professions (SACNASP) and is a Member of the Geological MSA Group (an independent consulting company), is registered with the South African Resource evaluation and reporting. She is a Senior Mineral Resource Consultant for The Society of South Africa (GSSA). Mrs. Gasela has the appropriate relevant qualifications Council for Natural Scientific Professions (SACNASP) and is a Member of the Geological MSA Group (an independent consulting company), is registered with the South African and experience to be considered a Competent Person for the activity being undertaken Society of South Africa (GSSA). Mrs. Gasela has the appropriate relevant qualifications Council for Natural Scientific Professions (SACNASP) and is a Member of the Geological as defined in the 2012 edition of the JORC Code. Mrs. Gasela consents to the inclusion and experience to be considered a Competent Person for the activity being undertaken Society of South Africa (GSSA). Mrs. Gasela has the appropriate relevant qualifications in the report of the matters based on this information in the form and context in which as defined in the 2012 edition of the JORC Code. Mrs. Gasela consents to the inclusion and experience to be considered a Competent Person for the activity being undertaken it appears. in the report of the matters based on this information in the form and context in which as defined in the 2012 edition of the JORC Code. Mrs. Gasela consents to the inclusion it appears. in the report of the matters based on this information in the form and context in which The information in this report that relates to metallurgical test work results is based on, it appears. and fairly represents information compiled and reviewed by Mr. Nigel Ferguson, a The information in this report that relates to metallurgical test work results is based on, Competent Person who is a Fellow of The Australasian Institute of Mining and Metallurgy and fairly represents information compiled and reviewed by Mr. Nigel Ferguson, a The information in this report that relates to metallurgical test work results is based on, and Member of the Australian Institute of Geoscientists. Mr. Ferguson is a Director of Competent Person who is a Fellow of The Australasian Institute of Mining and Metallurgy and fairly represents information compiled and reviewed by Mr. Nigel Ferguson, a AVZ Minerals Limited. Mr. Ferguson has sufficient experience that is relevant to the style and Member of the Australian Institute of Geoscientists. Mr. Ferguson is a Director of Competent Person who is a Fellow of The Australasian Institute of Mining and Metallurgy of mineralisation and type of deposit under consideration and to the activity being AVZ Minerals Limited. Mr. Ferguson has sufficient experience that is relevant to the style and Member of the Australian Institute of Geoscientists. Mr. Ferguson is a Director of undertaken to qualify as a Competent Person as defined in the 2012 Edition of the of mineralisation and type of deposit under consideration and to the activity being AVZ Minerals Limited. Mr. Ferguson has sufficient experience that is relevant to the style “Australasian Code for Reporting of Exploration Results, Mineral Resource and Ore undertaken to qualify as a Competent Person as defined in the 2012 Edition of the of mineralisation and type of deposit under consideration and to the activity being Reserves”. Mr. Ferguson consents to the inclusion in this report of the matters based on “Australasian Code for Reporting of Exploration Results, Mineral Resource and Ore undertaken to qualify as a Competent Person as defined in the 2012 Edition of the this information in the form and context in which it appears. Reserves”. Mr. Ferguson consents to the inclusion in this report of the matters based on “Australasian Code for Reporting of Exploration Results, Mineral Resource and Ore this information in the form and context in which it appears. Reserves”. Mr. Ferguson consents to the inclusion in this report of the matters based on this information in the form and context in which it appears. AVZ Minerals Limited | 22 AVZ Minerals Limited | 22 AVZ Minerals Limited | 22 AVZ Minerals Limited | 22 AVZ Minerals Limited | 22 Directors’ Report Your directors submit their report on the consolidated entity consisting of AVZ Minerals Limited (‘AVZ’) and the entities it controlled (the ‘Group’ or the ‘consolidated entity’) for the financial year ended 30 June 2020. In order to comply with the provisions of the Corporations Act 2001, the directors report as follows: 11.. DDiirreeccttoorrss The names of directors who held office during or since the end of the year and until the date of this report are as follows. Directors were in office for the entire period unless otherwise stated. John Clarke Nigel Ferguson Graeme Johnston Rhett Brans Peter Huljich Hongliang Chen Non-Executive Chairman (appointed 2 December 2019) Managing Director (appointed 2 February 2017) Technical Director (appointed 30 July 2018) Non-Executive Director (appointed 5 February 2018) Non-Executive Director (appointed 1 May 2019) Non-Executive Director (appointed 21 August 2017, resigned 12 May 2020) 22.. CCFFOO && CCoommppaannyy SSeeccrreettaarryy Leonard Math (appointed 9 July 2018) 33.. PPrriinncciippaall AAccttiivviittiieess The principal activity of the consolidated entity during the financial year was mineral exploration. There were no significant changes in the nature of the consolidated entity’s principal activities during the financial year. 44.. OOppeerraattiinngg RReessuullttss The loss of the consolidated entity after income tax amounted to $5,299,858 (2019: $5,263,570). 55.. DDiivviiddeennddss PPaaiidd oorr RReeccoommmmeennddeedd The directors do not recommend the payment of a dividend and no amount has been paid or declared by way of a dividend to the date of this report. 66.. RReevviieeww ooff OOppeerraattiioonnss Refer pages 5 – 22 for a detailed review of the Group’s operations during the year. The Group’s financial position, financial performance and use of funds information for the financial year is provided in the financial statements that follow this Directors’ Report. As an exploration entity, the Group has no operating revenue or earnings and consequently the Group’s performance cannot be gauged by reference to those measures. Instead, the Directors’ consider the Group’s performance based on the success of exploration activity, acquisition of additional prospective mineral interests and, in general, the value added to the Group’s mineral portfolio during the course of the financial year. Whilst performance can be gauged by reference to market capitalisation, that measure is also subject to numerous external factors. These external factors can be specific to the Group, generic to the mining industry and generic to the stock market as a whole and the Board and management would only be able to control a small number of these factors. The Group’s activities are also subject to numerous risks, mostly outside the Board’s and management’s control. These risks can be specific to the Group, generic to the mining industry and generic to the stock market as a whole. The key risks, expressed in summary form, affecting the Group and its future performance include but are not limited to: AVZ Minerals Limited | 23 Directors’ Report       geological and technical risk posed to exploration and commercial exploitation success; security of tenure including licence renewal (no assurance can be given that the licence renewals and licence applications that have been submitted will be successful), and inability to obtain regulatory or landowner consents; change in commodity prices and market conditions; environmental and occupational health and safety risks; retention of key staff; capital requirement and lack of future funding; and  Coronavirus (COVID-19) and the impact it may have on the Group’s operations and fundraising activities. This is not an exhaustive list of risks faced by the Group or an investment in it. There are other risks generic to the stock market and the world economy as whole and other risks generic to the mining industry, all of which can impact on the Group. 77.. SSiiggnniiffiiccaanntt CChhaannggeess iinn tthhee SSttaattee ooff AAffffaaiirrss There have been significant changes in the state of affairs of the Group to the date of this report and these are referred to in the Review of Operations. 88.. EEvveennttss OOccccuurrrriinngg aafftteerr tthhee RReeppoorrttiinngg DDaattee On 21 September 2020, AVZ announced on ASX that it has executed a Share Sale Purchase Agreement (“Agreement”) for an additional 10% equity stake in Dathcom Mining SA (“Dathcom Mining”) from its joint venture partner, Dathomir Mining Resources SARLU (“Dathomir Mining”). Under the Agreement, AVZ has paid US$500,000 to Dathomir Mining as an advance payment. The remaining US$15,000,000 will be paid to Dathomir Mining at any time within 12 months of the Agreement being executed, or as soon as AVZ secures a minimum of US$50,000,000 project financing. Should payment not be made within 12 months of executing the Agreement, AVZ will forego its US$500,000 advance payment and lose the rights to secure the additional 10% equity in the Manono Project. Alternatively, the Agreement provides for AVZ to secure a minimum 2.5% equity shareholding in Dathcom Mining and thereafter in pro rata amounts up to the maximum 10% stake during the 12-month period. Other than the abovementioned, no other matter or circumstance has arisen that has significantly affected, or may significantly affect:    the Group’s operations in future financial years, or the results of those operations in future financial years, or the Group’s state of affairs in future financial years. 99.. LLiikkeellyy DDeevveellooppmmeennttss aanndd EExxppeecctteedd RReessuullttss ooff OOppeerraattiioonnss The Group will continue its mineral exploration and development activity at and around its principal exploration projects, being the Manono Lithium and Tin Project and the Manono Extension Project. 1100.. EEnnvviirroonnmmeennttaall RReegguullaattiioonn The Group is aware of its environmental obligations with regards to its exploration activities and ensures that it complies with all regulations when carrying out any exploration work including with the national Greenhouse and Energy Reporting Act 2007. AVZ Minerals Limited | 24 Directors’ Report 1111.. IInnffoorrmmaattiioonn oonn DDiirreeccttoorrss aanndd CCoommppaannyy SSeeccrreettaarryy ((iinncclluuddiinngg DDiirreeccttoorr’’ss iinntteerreessttss aatt tthhee ddaattee ooff tthhiiss rreeppoorrtt)) JJoohhnn CCllaarrkkee Non-Executive Chairman (appointed on 2 Dec 2019) Qualifications Experience Ph.D. in Metallurgy (Cambridge University), B.Sc. in Metallurgy (Cardiff University), MBA (Middlesex University) Dr. Clarke started his career 48 years ago as a metallurgist at Goldfield’s Kloof Gold Mine in 1972. Most of his career has focused on the operation, development or management of African mining projects and activities, from junior operating roles to the most senior Executive and Board level appointments. In 1994, he was appointed to the Board of Ashanti Goldfields as Executive Director, responsible for Strategic Planning and Business Development. In 1997, he was appointed President and CEO of Nevsun Resources, a gold explorer and developer listed on the Toronto Stock Exchange. Most recently, after joining the Board of Banro Corporation in 2004 as a Non-Executive Director, he became President and CEO in 2013 until 2018. Banro was listed on the TSX and NYSE and was focused on the development of gold projects in eastern DRC. Banro brought the Twangiza and Namoya gold mines into production. Interest in Securities Fully Paid Ordinary Shares 1,000,000 Directorships in last 3 years Great Quest Fertilizer Limited (listed on Toronto Stock Exchange) (since 17 June 2009) NNiiggeell FFeerrgguussoonn Managing Director (appointed on 2 Feb 2017) Qualifications BSc (University of Tasmania), F AusIMM, MAIG Experience Mr. Ferguson is a geologist with 32 years of experience having worked in senior management positions for the past 19 years in a variety of locations. He has experience in the exploration and definition of precious and base metal mineral resources throughout the world, including DRC, Zambia, Tanzania, Saudi Arabia, South East Asia and Central America. He has been active in the DRC since 2004 in gold and base metals exploration and resource development. Interest in Securities Fully Paid Ordinary Shares Performance Rights 43,478,070 6,000,000 Directorships in last 3 years Okapi Resources Ltd (29 May 2017 to 30 June 2020) AJN Resources Inc. (listed on Canadian Securities Exchange) (since 15 October 2016) GGrraaeemmee JJoohhnnssttoonn Technical Director (appointed 30 July 2018) Qualifications Experience BSc in Geology (Glasgow University), M.Sc in Structural Geology (Royal School of Mines, London) Mr. Johnston is a geologist with over 32 years’ experience operating mostly in Australia and also the Middle East, Romania and Malaysia. Graeme was the Principal Geologist with Midwest Corporation in 2005 during its sale to Sinosteel Corporation and was their first local Chief Geologist. In mid 2006, Graeme assisted in founding ASX listed Ferrowest Limited where he was the Technical Director for 9 years until the end of 2016. During this time, he contributed to the successful completion of the Feasibility Study for the Yalgoo Pig Iron Project. Graeme joined the AVZ team in May 2017 as Project Manager in charge of the day to day operations at the Manono Project. Interest in Securities Fully Paid Ordinary Shares Performance Rights 7,849,737 6,100,000 Directorships in last 3 years Nil AVZ Minerals Limited | 25 Directors’ Report RRhheetttt BBrraannss Non-Executive Director (appointed on 5 February 2018) Qualifications Dip. Engineering (Civil) Experience Mr. Brans is an experienced director and civil engineer with over 47 years’ experience in project developments. Throughout his career, Mr. Brans has been involved in the management of feasibility studies and the design and construction of mineral treatment plants across a range of commodities and geographies including for gold in Ghana, copper in the DRC and graphite in Mozambique. He has extensive experience as an owner’s representative for several successful mine feasibility studies and project developments. Interest in Securities Fully Paid Ordinary Shares Performance Rights 3,463,158 3,000,000 Directorships in last 3 years Australian Potash Limited (since 9 May 2017) Carnavale Resources Ltd (since 17 September 2013) Syrah Resources Ltd (12 June 2013 to 31 December 2017) PPeetteerr HHuulljjiicchh Non-Executive Director (appointed 1 May 2019) Qualifications BCom/LLB, GD-AppFin, GAICD Experience Mr. Huljich has over 25 years’ experience in the legal, natural resources and banking sectors with a particular expertise in capital markets, mining, commodities and African related matters. He has worked in London for several prestigious investment banks, including Goldman Sachs, Barclays Capital, Lehman Brothers and Macquarie Bank with a focus on Commodities and Equity and Debt Capital Markets and has extensive on-the-ground African mining, oil and gas and infrastructure experience as the Senior Negotiator and Advisor for Power, Mining and Infrastructure at Industrial Promotion Services, the global infrastructure development arm of the Aga Khan Fund for Economic Development (AKFED) whilst resident in Nairobi, Kenya. Mr. Huljich holds Bachelor of Commerce and an LLB from the University of Western Australian and is a Graduate of the Securities Institute of Australia with National Prizes in Applied Valuation and Financial Analysis. Mr. Huljich is also a graduate of the AICD Company Directors Course. Interest in Securities Fully Paid Ordinary Shares Performance Rights 1,500,000 3,000,000 Directorships in last 3 years Kogi Iron Limited (appointed on 7 May 2019) LLeeoonnaarrdd MMaatthh CFO & Company Secretary (appointed 9 July 2018) Qualification B.Com, CA Experience Mr. Math a Chartered Accountant with more than 15 years’ of resources industry experience. He previously worked as an auditor at Deloitte and is experienced with public company responsibilities including ASX and ASIC compliance, control and implementation of corporate governance, statutory reporting and shareholder relations. financial Interest in Securities Fully Paid Ordinary Shares Performance Rights 2,630,487 2,000,000 AVZ Minerals Limited | 26 Directors’ Report 1122.. AAuuddiitteedd RReemmuunneerraattiioonn RReeppoorrtt This report details the nature and amount of remuneration for all key management personnel of AVZ Minerals Limited and its subsidiaries. The information provided in this remuneration report has been audited as required by section 308(C) of the Corporations Act 2001. For the purposes of this report, key management personnel of the Group are defined as those persons having authority and responsibility for planning, directing and controlling the major activities of the Company and the Group, directly or indirectly, including any Director (whether executive or otherwise) of the Group. The individuals included in this report are: Appointment date: John Clarke Nigel Ferguson Graeme Johnston Rhett Brans Peter Huljich Michael Hughes Leonard Math Hongliang Chen Non-Executive Chairman Managing Director Technical Director Non-Executive Director Non-Executive Director Project Director CFO and Company Secretary Non-Executive Director (a) Remuneration Policy 2 December 2019 2 February 2017 30 July 2018 5 February 2018 1 May 2019 14 August 2019 9 July 2018 21 August 2017, resigned 12 May 2020 The remuneration policy of AVZ Minerals Limited has been designed to align director objectives with shareholder and business objectives by providing a fixed remuneration component which is assessed on an annual basis in line with market rates. By providing components of remuneration that are indirectly linked to share price appreciation (in the form of options and/or performance rights), executive, business and shareholder objectives are aligned. The board of AVZ Minerals Limited believes the remuneration policy to be appropriate and effective in its ability to attract and retain the best directors to run and manage the company, as well as create goal congruence between directors and shareholders. The Board’s policy for determining the nature and amount of remuneration for Board members is as follows: i. Executive Directors & Other Key Management Personnel The remuneration policy and the relevant terms and conditions has been developed by the Remuneration Committee. In determining competitive remuneration rates, the Comittee reviews local and international trends among comparative companies and industry generally. It examines terms and conditions for employee incentive schemes, benefit plans and share plans. Reviews are performed to confirm that executive remuneration is in line with market practice and is reasonable in the context of Australian executive reward practices. The Company is an exploration and development entity, and therefore speculative in terms of performance. Consistent with attracting and retaining talented executives, directors and senior executives are paid market rates associated with individuals in similar positions, within the same industry. Mr. Ferguson – Managing Director  Mr. Ferguson provides management services via Ridgeback Holdings Pty Ltd as trustee for the Ferguson Family Trust (Ridgeback). Mr. Ferguson was appointed Managing Director effective 5 February 2018 and receives a monthly fee of $29,166 (plus GST) (increased from $25,000) effective 1 July 2020. The current agreement has a 6-month termination period unless there is a breach or unremedied continued neglect of the terms of the agreement by Ridgeback in which there is a one-month termination period. The other service or consulting agreements in place with key management personnel are summarised below: Dr. Clarke - Chairman Receives a monthly fee of $10,000 (plus GST)   Will be issued 9,000,000 Performance Rights with vesting conditions subject to shareholders’ approval  Appointment will not exceed 3 years from the date of re-election at the annual general meeting  12-month termination period in the event of a takeover, scheme of arrangement or change of control of AVZ Minerals Limited Mr. Johnston - Technical Director  No term of agreement  Receives a monthly fee of $25,000 (plus GST) (increased from $20,833) effective 1 July 2020 AVZ Minerals Limited | 27 Directors’ Report  6-month termination period unless there is a breach or unremedied continued neglect of the terms of the agreement in which there is a one-month termination period Mr. Hughes - Project Director  No term of agreement   Receives a monthly base salary of $27,083 plus statutory superannuation 3-month notice period to terminate employment by either party Mr. Math - Chief Financial Officer and Company Secretary  No term of agreement   Receives a monthly fee of $14,312 (plus GST) (increased from $13,000) effective 1 July 2020 6-month termination period unless there is a breach or unremedied continued neglect of the terms of the agreement in which there is a one-month termination period The Remuneration Committee has used remuneration consultants as part of the executive remuneration review process. The Board’s remuneration policies are outlined below: Fixed Remuneration All executives receive a base cash salary which is based on factors such as length of service and experience as well as other fringe benefits. If entitled, all executives also receive a superannuation guarantee contribution required by the government, which is currently 9.50% and do not receive any other retirement benefits. Short-term Incentives (STI) Under the Group’s current remuneration policy, executives can from time to time receive short-term incentives in the form of cash bonuses. No short term incentives were paid in the current financial year. The Board is responsible for assessing whether Key Performance Indicators (“KPI’s”) are met. The Board considers market rates of salaries for levels across the Group, which have been based on industry data provided by a range of employment agencies. Long-term Incentives (LTI) Executives are encouraged by the Board to hold shares in the company and it is therefore the Group’s objective to provide incentives for participants to partake in the future growth of the Group and, upon becoming shareholders in the Company, to participate in the Group’s profits and dividends that may be realised in future years. Performance rights Performance rights in AVZ Minerals Limited are granted by the Board under the AVZ Mineral Limited Rights Share Trust (RST). Performance rights are issued for no consideration and vest according to a set of performance criteria being met. The vesting of the performance rights is determined at the Board’s discretion. ii. Non-Executive Directors The Board’s policy is to remunerate non-executive directors at market rates for comparable companies for time, commitment and responsibilities. In determining competitive remuneration rates, the Board review local and international trends among comparative companies and the industry generally. Typically, the Company will compare non-executive remuneration to companies with similar market capitalisations in the exploration and resource development business Group. Non-executive directors’ fees are determined within an aggregate directors’ fee pool limit, which will be periodically recommended for approval by shareholders. The maximum currently stands at $650,000 per annum which was approved by shareholders at the 30 November 2018 annual general meeting. Fees for non-executive directors are not linked to the performance of the Company. However, to align directors’ interests with shareholder interests, the directors are encouraged to hold shares in the company and from time to time, non- executives may receive options or performance rights subject to shareholder approval, to further align directors’ interests with shareholders. AVZ Minerals Limited | 28 Directors’ Report (b) Company Performance, Shareholder Wealth and Directors’ and Executives’ Remuneration Performance rights issued during the years are detailed in Note 24 of the financial statements. Voting and comments made at the Company’s 2019 Annual General Meeting At the 2019 Annual General Meeting the Company remuneration report was passed by the requisite majority of shareholders. (c) Details of Key Management Personnel Remuneration 2020 Short term employee benefits Post employment benefit Name Salary Consulting fees Superannuation Share based payments Total NNoonn--EExxeeccuuttiivvee CChhaaiirrmmaann:: John Clarke1 EExxeeccuuttiivvee DDiirreeccttoorr:: Nigel Ferguson TTeecchhnniiccaall DDiirreeccttoorr Graeme Johnston NNoonn--EExxeeccuuttiivvee DDiirreeccttoorrss:: Rhett Brans Hongliang Chen2 Peter Huljich SSeenniioorr EExxeeccuuttiivvee:: Michael Hughes3 CCFFOO && CCoommppaannyy SSeeccrreettaarryy Leonard Math TTOOTTAALL $ - - - 54,794 - - 287,083 - 334411,,887777 $ 70,000 300,000 250,000 19,500 - 60,000 $ - - - $ - $ 70,000 354,816 654,816 325,664 575,664 5,205 - - 177,408 - 291,391 256,907 - 351,391 - 19,869 138,000 444,952 156,000 885555,,550000 - 2255,,007744 118,271 11,,440055,,555500 274,271 22,,662288,,000011 Remuneration consisting of share based payments Fixed remune- ration % - 54 57 69 - 83 31 43 % 100 46 43 31 - 17 69 57 1: John Clarke was appointed on 2 December 2019. 2: Hongliang Chen resigned on 12 May 2020. 3: Michael Hughes was appointed on 14 August 2019. 2019 Name Short term employee benefits Post employment benefit Salary Consulting fees Superannuation Share based payments Total EExxeeccuuttiivvee DDiirreeccttoorr:: Nigel Ferguson TTeecchhnniiccaall DDiirreeccttoorr:: Graeme Johnston1 NNoonn--EExxeeccuuttiivvee DDiirreeccttoorrss:: Hongliang Chen Rhett Brans Peter Huljich3 Guy Loando4 CCFFOO && CCoommppaannyy SSeeccrreettaarryy Leonard Math2 TTOOTTAALL $ - - - 54,795 - - - 5544,,779955 $ 300,000 225,333 - 139,500 10,000 45,000 113,935 883333,,776688 $ - - - 5,205 - - - 55,,220055 $ $ 338,7395 638,739 519,511 744,844 - 194,4156 26,145 - - 393,915 36,145 45,000 179,701 11,,225588,,551111 293,636 22,,115522,,227799 Remuneration consisting of share based payments Fixed remun- eration % 53 70 - 49 72 - 61 % 47 30 - 51 28 100 39 AVZ Minerals Limited | 29 Directors’ Report 1: Graeme Johnston was appointed on 30 July 2018. 2: Leonard Math was appointed on 9 July 2018. 3: Peter Huljich was appointed on 1 May 2019. No fees were paid to Mr. Huljich during the year however fees of $10,000 due to him have been accrued. 4: Guy Loando resigned on 1 May 2019. 5: This figure is reduced by $200,364 relating to 12,000,000 performance rights which were cancelled during the period. 6: This figure is reduced by $75,136 relating to 4,500,000 performance rights which were cancelled during the period. SShhaarree--bbaasseedd ccoommppeennssaattiioonn There are no performance rights granted to key management personnel as part of compensation during the year ended 30 June 2020. The number of performance rights converted by key management personnel into fully paid ordinary shares during the year ended 30 June 2020 are set out below: Name Nigel Ferguson Graeme Johnston Rhett Brans Peter Huljich Michael Hughes Leonard Math Number of rights converted during the year 2020 6,000,0001,3 6,000,0001,2,3 3,000,0001,3 1,500,0004 3,000,0005 2,000,0001,3 1. The vesting conditions for Tranche 1 of Class E Performance Rights were met during 2019 upon the Company defining a JORC measured and indicated resource of 150mt with at least 1% Li2O. These performance rights were converted into fully paid ordinary shares on 11 July 2019. 2. The vesting conditions for Class C Performance Rights were met during 2019 upon the Company defining a JORC measured and indicated resource of 100mt with at least 1% Li2O. These performance rights were converted into fully paid ordinary shares on 11 July 2019. 3. The vesting condition for Tranche 2 of Class E Performance Rights were met during 2020 upon the completion of Definitive Feasibility Study. These performance rights were converted into fully paid ordinary shares on 12 June 2020. 4. The vesting condition for Tranche 1 of Class H Performance Rights were met during 2020 upon the completion of Definitive Feasibility Study on the Manono Project. These performance rights were converted into fully paid ordinary shares on 12 June 2020. 5. The vesting conditions for Tranches 1 and 2 of Class J performance rights were met during 2020 upon delivery of a positive and definitive transport route(s) for export of product to be included in the Definitive Feasibility Study on the Manono Project and upon completion of Definitive Feasibility Study on the Manono Project respectively. These performance rights were converted into fully paid ordinary shares on 12 June 2020. AVZ Minerals Limited | 30 Directors’ Report Values of rights over ordinary shares granted, exercised and lapsed for key management personnel as part of compensation during the year ended 30 June 2020 are set out below: NNaammee Nigel Ferguson Graeme Johnston Rhett Brans Peter Huljich Michael Hughes Leonard Math VVaalluuee ooff rriigghhttss ggrraanntteedd dduurriinngg tthhee yyeeaarr VVaalluuee ooff rriigghhttss ccoonnvveerrtteedd dduurriinngg tthhee yyeeaarr $$ $$ - - - - 138,000 - 480,000 570,000 240,000 126,000 138,000 160,000 (d) Key Management Personnel Compensation – other transactions (i) No options were provided as remuneration during the year. Options provided as remuneration and shares issued on exercise of such options. Loans and amount owing to key management personnel (ii) No loans were made to any director or other key management personnel of the Group, including related parties during the financial year. Amount owing to related parties at 30 June 2020 was $48,417 (2019: Nil). Other transactions with key management personnel (iii) During the year ended 30 June 2020, the Company received office sublet rental of $16,498 + GST and admin charges of $11,044 + GST from Okapi Resources Ltd, a company where Nigel Ferguson was a director. He resigned as the director of Okapi Resources Ltd on 30 June 2020. No other transactions were made to any director or other key management personnel of the Group, including related parties during the financial year. (e) Ordinary shareholdings The number of shares in the company held during the financial year by each director of AVZ Minerals Limited and other key management personnel of the Group, including related parties, are set out below. There were no shares granted during the year as remuneration, apart from those issued as a result of performance rights vesting. Ordinary shares 2020 Balance at the start of the year Received as remuneration Conversion of performance rights Purchased during the year Balance at the end of the year Key Management Personnel: John Clarke Nigel Ferguson Graeme Johnston Rhett Brans Peter Huljich Michael Hughes7 Leonard Math Hongliang Chen5 - 37,478,070 1,849,737 463,158 - - 630,487 - - - - - - - - - - 1,000,0006 1,000,000 6,000,0001,3 6,000,0001,2,3 3,000,0001,3 1,500,0004 3,000,0008 2,000,0001,3 - - - - - - - - 43,478,070 7,849,737 3,463,158 1,500,000 3,000,000 2,630,487 - AVZ Minerals Limited | 31 Directors’ Report (f) Performance Rights The number of performance rights held during the financial year by each director of AVZ Minerals Limited and other key management personnel of the Group, including related parties, are set out below. There were no performance rights granted during the year as remuneration, apart from those issued as a result of performance rights vesting. Performance rights Balance at the start of the year Granted during the year Vested and Exercised during the year Balance at the end of the year Performance Rights vested % Vested 2020 Key Management Personnel John Clarke - Nigel Ferguson 12,000,000 Graeme Johnston 12,100,000 Rhett Brans Peter Huljich 6,000,000 4,500,000 - - - - - - - (6,000,000)1,3 6,000,000 (6,000,000)1,2,3 6,100,000 (3,000,000)1,3 3,000,000 (1,500,000)4 3,000,000 Michael Hughes7 - 3,000,000 (3,000,000)8 - Leonard Math 4,000,000 Hong Liang Chen5 - - - (2,000,000)1,3 2,000,000 - - - - - - - - - - - - - - - - - - 1. The vesting conditions for Tranche 1 of Class E Performance Rights were met during 2019 upon the Company defining a JORC measured and indicated resource of 150mt with at least 1% Li2O. These performance rights were converted into fully paid ordinary shares on 11 July 2019. 2. The vesting conditions for Class C Performance Rights were met during 2019 upon the Company defining a JORC measured and indicated resource of 100mt with at least 1% Li2O. These performance rights were converted into fully paid ordinary shares on 11 July 2019. 3. The vesting condition for Tranche 2 of Class E Performance Rights were met during 2020 upon the completion of Definitive Feasibility Study. These performance rights were converted into fully paid ordinary shares on 12 June 2020. 4. The vesting condition for Tranche 1 of Class H Performance Rights were met during 2020 upon the completion of Definitive Feasibility Study on the Manono Project. These performance rights were converted into fully paid ordinary shares on 12 June 2020. 5. Resigned on 12 May 2020. 6. On market trade. 7. Appointed on 14 August 2019. 8. The vesting conditions for Tranches 1 and 2 of Class J performance rights were met during 2020 upon delivery of a positive and definitive transport route(s) for export of product to be included in the Definitive Feasibility Study on the Manono Project and upon completion of Definitive Feasibilty Study on the Manono Project respectively. These performance rights were converted into fully paid ordinary shares on 12 June 2020. There have been no options issued to current Directors and executives as part of their remuneration in the current period. TThhiiss iiss tthhee eenndd ooff tthhee aauuddiitteedd rreemmuunneerraattiioonn rreeppoorrtt.. AVZ Minerals Limited | 32 Directors’ Report 1133.. MMeeeettiinnggss ooff DDiirreeccttoorrss The number of directors' meetings held during the financial year and the number of meetings attended by each director is: Board Remuneration and Nomination Committee Number Eligible to Attend Meetings Attended Number Eligible to Attend Meetings Attended 5 9 9 9 9 7 5 9 9 9 9 3 1 N/A N/A 1 1 N/A 1 N/A N/A 1 1 N/A Director John Clarke Nigel Ferguson Graeme Johnston Rhett Brans Peter Huljich Hongliang Chen 1144.. IInnssuurraannccee ooff OOffffiicceerrss During the financial year, AVZ Minerals Limited paid a premium of $45,058 + GST (2019: $41,634) to insure the directors and secretary of the Company and its controlled entities. The liabilities insured are legal costs that may be incurred in defending civil or criminal proceedings that may be brought against the officers in their capacity as officers of entities in the Group, and any other payments arising from liabilities incurred by the officers in connection with such proceedings. This does not include such liabilities that arise from conduct involving a wilful breach of duty by the officers or the improper use by the officers of their position or of information to gain advantage for themselves or someone else or to cause detriment to the company. It is not possible to apportion the premium between amounts relating to the insurance against legal costs and those relating to other liabilities. 1155.. SShhaarreess uunnddeerr OOppttiioonn Unissued ordinary shares of AVZ Minerals Limited under option as at the date of this report are as follows: Expiry date Exercise price Balance at start of year Exercised during the year 24-May-2020 3.0 cents 203,649,049 (203,649,049) 28-Feb-2020 30.5 cents 30,000,000 5-Mar-2021 4.75 cents 1,000,000 5-Sep-2021 5.7 cents 5,000,000 5-Mar-2022 6.65 cents 5,000,000 8-Apr-2022 6.0 cents - - - - - - Granted during the year Lapsed during the year Balance at end of the period - - - - - 120,000,002 - (30,000,000) - - - - - - 1,000,000 5,000,000 5,000,000 120,000,002 No option holder has any right under the options to participate in any other share issue of the Company or any other entity. AVZ Minerals Limited | 33 Directors’ Report 1166.. PPrroocceeeeddiinnggss oonn bbeehhaallff ooff tthhee CCoommppaannyy No person has applied for leave of court to bring proceedings on behalf of the Company or intervene in any proceedings to which the Company is a party for the purpose of taking responsibility on behalf of the Company for all or any part of those proceedings. 1177.. AAuuddiittoorr’’ss IInnddeeppeennddeennccee DDeeccllaarraattiioonn Section 307c of the Corporations Act 2001 requires our auditors, Bentleys Audit & Corporate (WA) Pty Ltd, to provide the directors of the Company with an Independence Declaration in relation to the audit of the financial report. This Independence Declaration is set out on page 35 and forms part of this directors’ report for the year ended 30 June 2020. 1188.. NNoonn--AAuuddiitt SSeerrvviicceess During the years ended 30 June 2020 and 30 June 2019 there were no non-audit services provided by the Company’s external auditor Bentleys Audit & Corporate (WA) Pty Ltd and the previous auditor BDO Audit (WA) Pty Ltd. Signed in accordance with a resolution of the Board of Directors. NNiiggeell FFeerrgguussoonn MMaannaaggiinngg DDiirreeccttoorr Perth, Western Australia 30 September 2020 AVZ Minerals Limited | 34 Auditor’s Independence Declaration AVZ Minerals Limited | 35 Auditor’s Independence Declaration Auditor’s Independence Declaration Auditor’s Independence Declaration Auditor’s Independence Declaration TTHHEE TTHHEE TTHHEE TTHHEE FFIINNAANNCCIIAALL FFIINNAANNCCIIAALL FFIINNAANNCCIIAALL FFIINNAANNCCIIAALL SSTTAATTEEMMEENNTTSS SSTTAATTEEMMEENNTTSS SSTTAATTEEMMEENNTTSS SSTTAATTEEMMEENNTTSS AVZ Minerals Limited | 36 AVZ Minerals Limited | 36 AVZ Minerals Limited | 36 AVZ Minerals Limited | 36 Consolidated Statement of Profit or Loss and Other Comprehensive Income CCoonnssoolliiddaatteedd SSttaatteemmeenntt ooff PPrrooffiitt oorr LLoossss aanndd OOtthheerr CCoommpprreehheennssiivvee FFoorr tthhee YYeeaarr EEnnddeedd 3300 JJuunnee 22002200 RReevveennuuee Other income Foreign currency (loss)/gain EExxppeennsseess Administrative costs Directors and consultancy expenses Share-based payment expense Occupancy expenses Compliance and regulatory expenses Insurance expenses Depreciation expense Depreciation expense of right-of use asset Movement in fair value of financial liabilities Interest expense LLoossss bbeeffoorree iinnccoommee ttaaxx Income tax expense Note Consolidated 2020 $ 2019 $ 3 24 9 10 13 5 217,276 (42,518) 117,562 56,123 (1,600,545) (374,178) (2,029,407) - (185,569) (78,108) (379,143) (72,149) (722,552) (32,965) (1,228,951) (817,423) (2,336,178) (90,688) (181,344) (64,464) (300,281) - (417,926) - ((55,,229999,,885588)) ((55,,226633,,557700)) - - LLoossss aafftteerr iinnccoommee ttaaxx ffoorr tthhee yyeeaarr ((55,,229999,,885588)) ((55,,226633,,557700)) OOtthheerr ccoommpprreehheennssiivvee iinnccoommee:: IItteemmss tthhaatt mmaayy bbee rreeccllaassssiiffiieedd ttoo pprrooffiitt oorr lloossss Exchange differences arising on translation of foreign operations Other comprehensive income 1,113,712 1,113,712 3,092,572 3,092,572 TToottaall ccoommpprreehheennssiivvee lloossss ffoorr tthhee yyeeaarr ((44,,118866,,114466)) ((22,,117700,,999988)) LLoossss ffoorr tthhee yyeeaarr iiss aattttrriibbuuttaabbllee ttoo: Owners of AVZ Minerals Limited Non-controlling interests TToottaall ccoommpprreehheennssiivvee lloossss ffoorr tthhee yyeeaarr aattttrriibbuuttaabbllee ttoo:: Owners of AVZ Minerals Limited Non-controlling interests (5,134,821) (165,037) ((55,,229999,,885588)) (5,144,410) (119,160) ((55,,226633,,557700)) (4,260,747) 74,601 ((44,,118866,,114466)) (2,677,637) 506,639 ((22,,117700,,999988)) Basic and diluted loss per share attributable to owners of AVZ Minerals Limited (cents per share) 18 (0.22) (0.26) The above consolidated statement of profit or loss and other comprehensive income should be read in conjunction with the accompanying notes. AVZ Minerals Limited | 37 Consolidated Statement of Financial Position CCoonnssoolliiddaatteedd SSttaatteemmeenntt ooff FFiinnaanncciiaall PPoossiittiioonn AAss aatt 3300 JJuunnee 22002200 CCuurrrreenntt AAsssseettss Cash and cash equivalents Trade and other receivables TToottaall CCuurrrreenntt AAsssseettss NNoonn--CCuurrrreenntt AAsssseettss Mineral exploration and evaluation Property, plant and equipment Right-of-use asset TToottaall NNoonn--CCuurrrreenntt AAsssseettss TToottaall AAsssseettss CCuurrrreenntt LLiiaabbiilliittiieess Trade and other payables Provisions Financial liabilities Lease liability TToottaall CCuurrrreenntt LLiiaabbiilliittiieess NNoonn--CCuurrrreenntt LLiiaabbiilliittiieess Financial liabilities Lease liability TToottaall NNoonn--CCuurrrreenntt LLiiaabbiilliittiieess TToottaall LLiiaabbiilliittiieess NNeett AAsssseettss EEqquuiittyy Share capital Reserves Accumulated losses Capital and reserves attributable to owners of AVZ Minerals Ltd Non-controlling interests TToottaall EEqquuiittyy Note Consolidated 2020 $ 2019 $ 6 7 8 9 10 11 12 13 10 13 10 14 16 22 14,202,294 395,980 8,750,641 207,100 14,598,274 8,957,741 84,896,432 1,092,204 120,248 74,184,250 1,348,416 - 86,108,884 110000,,770077,,115588 75,532,666 8844,,449900,,440077 393,576 36,714 - 72,881 278,946 3,423 2,138,357 - 503,171 2,420,726 5,796,838 51,351 5,074,286 - 5,848,189 66,,335511,,336600 9944,,335555,,779988 5,074,286 77,,449955,,001122 7766,,999955,,339955 103,495,333 9,332,520 (30,162,109) 82,665,744 11,690,054 81,097,191 9,630,639 (25,347,888) 65,379,942 11,615,453 9944,,335555,,779988 7766,,999955,,339955 The above consolidated statement of financial position should be read in conjunction with the accompanying notes. AVZ Minerals Limited | 38 Consolidated Statement of Changes in Equity CCoonnssoolliiddaatteedd SSttaatteemmeenntt ooff CChhaannggeess iinn EEqquuiittyy FFoorr tthhee YYeeaarr EEnnddeedd 3300 JJuunnee 22002200 Contributed Equity Accumulated Losses Share Options Reserve Foreign Currency Reserve Total Non- controlling Interests Total Equity $ $ $ $ $ $ $ BBaallaannccee aatt 11 JJuullyy 22001199 8811,,009977,,119911 ((2255,,334477,,888888)) 66,,336611,,776699 33,,226688,,887700 6655,,337799,,994422 1111,,661155,,445533 7766,,999955,,339955 Loss for the year Exchange differences on translation of foreign operations Total comprehensive income/(loss) for the year - - - (5,134,821) - (5,134,821) Transactions with owners in their capacity as owners: Issue of shares 14,287,570 Share issue transaction costs Share-based payments (1,020,748) 141,000 - - - - - - - - 2,029,407 - 6,109,320 320,600 - (320,600) - 2,881,000 - (2,881,000) Performance rights lapsed Exercise of Options Conversion of Performance Rights Total transactions with owners in their capacity as owners - (5,134,821) (165,037) (5,299,858) 874,074 874,074 239,638 1,113,712 874,074 (4,260,747) 74,601 (4,186,146) - - - - - - 14,287,570 (1,020,748) 2,170,407 - 6,109,320 - - - - - - - 14,287,570 (1,020,748) 2,170,407 - 6,109,320 - 22,398,142 320,600 (1,172,193) - 21,546,549 - 21,546,549 BBaallaannccee aatt 3300 JJuunnee 22002200 110033,,449955,,333333 ((3300,,116622,,110099)) 55,,118899,,557766 44,,114422,,994444 8822,,666655,,774444 1111,,669900,,005544 9944,,335555,,779988 BBaallaannccee aatt 11 JJuullyy 22001188 Loss for the year 6666,,997733,,001144 - ((2200,,220033,,447788)) (5,144,410) 44,,002255,,559911 - 880022,,009977 - 5511,,559977,,222244 (5,144,410) 1111,,110088,,881144 (119,160) 6622,,770066,,003388 (5,263,570) Exchange differences on translation of foreign operations Total comprehensive income/(loss) for the year - - - (5,144,410) - - 2,466,773 2,466,773 625,799 3,092,572 2,466,773 (2,677,637) 506,639 (2,170,998) Transactions with owners in their capacity as owners: Contributions of equity (net of transaction costs) Share-based payments Exercise of Options Conversion of Performance Rights 13,934,177 - 190,000 - - - - - - 2,336,178 - - - - - - 13,934,177 2,336,178 190,000 - - - - - 13,934,177 2,336,178 190,000 - Total transactions with owners in their capacity as owners 14,124,177 - 2,336,178 - 16,460,355 - 16,460,355 BBaallaannccee aatt 3300 JJuunnee 22001199 8811,,009977,,119911 ((2255,,334477,,888888)) 66,,336611,,776699 33,,226688,,887700 6655,,337799,,994422 1111,,661155,,445533 7766,,999955,,339955 The above consolidated statement of changes in equity should be read in conjunction with the accompanying notes. AVZ Minerals Limited | 39 Consolidated Statement of Cash Flows CCoonnssoolliiddaatteedd SSttaatteemmeenntt ooff CCaasshh FFlloowwss FFoorr tthhee YYeeaarr EEnnddeedd 3300 JJuunnee 22002200 CCaasshh FFlloowwss ffrroomm OOppeerraattiinngg AAccttiivviittiieess Payments to suppliers and employees (inclusive of GST) Interest received Interest expense COVID-19 cashflow boost government incentive Note Consolidated 2020 $ 2019 $ (1,921,203) 76,524 (13,839) 42,234 (2,316,115) 110,744 - - NNeett ccaasshh oouuttffllooww ffrroomm ooppeerraattiinngg aaccttiivviittiieess 19 ((11,,881166,,228844)) ((22,,220055,,337711)) CCaasshh FFlloowwss ffrroomm IInnvveessttiinngg AAccttiivviittiieess Payments for exploration and evaluation Payments for property, plant and equipment Payment of deferred consideration (9,448,589) (89,240) (2,162,731) (16,749,727) (639,950) (2,115,075) NNeett ccaasshh oouuttffllooww ffrroomm iinnvveessttiinngg aaccttiivviittiieess ((1111,,770000,,556600)) ((1199,,550044,,775522)) CCaasshh FFlloowwss ffrroomm FFiinnaanncciinngg AAccttiivviittiieess Proceeds from issue of shares and other equity securities Proceeds from exercise of options Share issue transaction costs Proceed from convertible note Payment of convertible note Payment of lease liablity NNeett ccaasshh iinnffllooww ffrroomm ffiinnaanncciinngg aaccttiivviittiieess 14,136,815 6,109,320 (1,020,748) 1,530,531 (1,555,529) (68,165) 15,000,000 190,000 (1,065,823) - - - 1199,,113322,,222244 1144,,112244,,117777 NNeett iinnccrreeaassee//((ddeeccrreeaassee)) iinn ccaasshh aanndd ccaasshh eeqquuiivvaalleennttss 5,615,380 ((77,,558855,,994466)) Exchange rate adjustments (163,727) 71 Cash and cash equivalents at the start of the year 8,750,641 16,336,516 CCaasshh aanndd ccaasshh eeqquuiivvaalleennttss aatt tthhee eenndd ooff tthhee yyeeaarr 6 1144,,220022,,229944 88,,775500,,664411 The above consolidated statement of cash flows should be read in conjunction with the accompanying notes. AVZ Minerals Limited | 40 Notes to the Consolidated Financial Statements for the year ended 30 June 2020 11.. SSuummmmaarryy ooff SSiiggnniiffiiccaanntt AAccccoouunnttiinngg PPoolliicciieess The principal accounting policies adopted in the preparation of these financial statements are set out below. These policies have been consistently applied to all the years presented, unless otherwise stated. These financial statements present the financial information for AVZ Minerals Limited as a consolidated entity consisting of AVZ Minerals Limited and the entities is controlled throughout the year (Group or consolidated entity). The Group is a for-profit entity for the purpose of this financial report. (a) Basis of Preparation The financial report is a general purpose financial report which has been prepared in accordance with the requirements of Australian Accounting Standards, other authoritative pronouncements of the Australian Accounting Standards Board, Accounting Interpretations and the Corporations Act 2001. i. Statement of Compliance The financial report complies with Australian Accounting Standards which include International Financial Reporting Standards as adopted in Australia. Compliance with these standards ensures that the consolidated financial statements and notes as presented comply with International Financial Reporting Standards (IFRS). ii. Historical cost convention These financial statements have been prepared under the historical cost convention. (b) Going concern The financial report has been prepared on the going concern basis, which contemplates the continuity of normal business activity and the realisation of assets and the settlement of liabilities in the ordinary course of business. The Group incurred a loss for the year of $5,299,858 (2019: $5,263,570) and net cash outflows from operating activities of $1,816,284 (2019: $2,205,371). As at 30 June 2020, the Group has a working capital surplus of $14,095,103. The directors have prepared a cash flow forecast, which indicates that the Group will have sufficient cash flows to meet all commitments and working capital requirements for the 12-month period from the date of signing this financial report. Based on the cash flow forecasts, the directors are satisfied that the going concern basis of preparation is appropriate. In determining the appropriateness of the basis of preparation, the Directors have considered the impact of the COVID-19 pandemic on the position of the Group at 30 June 2020 and its operations in future periods. (c) Basis of Consolidation i. Subsidiaries The consolidated financial statements incorporate the assets and liabilities of all subsidiaries of AVZ Minerals Limited as at 30 June 2020 and the results of all subsidiaries for the year then ended. AVZ Minerals Limited and its subsidiaries together are referred to in this financial report as the Group or the consolidated entity. Subsidiaries are all entities (including structured entities) over which the Group has control. The Group controls an entity when the Group is exposed to, or has rights to, variable returns from its involvement with the entity and has the ability to affect those returns through its power to direct the activities of the entity. Subsidiaries are fully consolidated from the date on which control is transferred to the Group. They are de- consolidated from the date that control ceases. Minority interests, being that portion of the profit or loss and net assets of subsidiaries attributable to equity interests held by persons outside the Consolidated Entity, are shown separately within the Equity section of the consolidated Statement of Financial Position and in the consolidated Statement of Profit or Loss and Other Comprehensive Income. AVZ Minerals Limited | 41 Notes to the Consolidated Financial Statements for the year ended 30 June 2020 11.. SSuummmmaarryy ooff SSiiggnniiffiiccaanntt AAccccoouunnttiinngg PPoolliicciieess ((ccoonnttiinnuueedd)) Intercompany transactions, balances and unrealised gains on transactions between Group companies are eliminated. Unrealised losses are also eliminated unless the transaction provides evidence of the impairment of the asset transferred. Accounting policies of subsidiaries have been changed where necessary to ensure consistency with the policies adopted by the Group. ii. Control over subsidiaries In determining whether the consolidated Group has control over subsidiaries that are not wholly owned, judgement is applied to assess the ability of the consolidated Group to control the day to day activities of the partly owned subsidiary and its economic outcomes. In exercising this judgement, the commercial and legal relationships that the consolidated Group has with other owners of partly owned subsidiaries are taken into consideration. Whilst the consolidated Group is not able to control all activities of a partly owned subsidiary, the partly owned subsidiary is consolidated within the consolidated Group where it is determined that the consolidated Group controls the day to day activities and economic outcomes of a partly owned subsidiary. Changes in agreements with other owners of partly owned subsidiaries could result in a loss of control and subsequently de-consolidation. During 30 June 2017, AVZ Minerals Limited acquired 60% of the issued shares of Dathcom Mining SA (previously known as Dathcom Mining SAS) by the issue of shares and cash. Under the terms of shareholders agreements the Company is at this stage solely responsible for funding exploration activities and therefore has control over the day to day activities and economic outcomes of Dathcom Mining SA. Future changes to the shareholders agreements may impact on the ability of the Company to control Dathcom Mining SA. (d) Share-based payment transactions for the acquisition of goods and services Share-based payment arrangements in which the Group receives goods or services as in exchange for its own equity instruments are accounted for as equity-settled share-based payment transactions. The Group measures the value of equity instruments granted at the fair value of the goods and services received, unless that fair value cannot be measured reliably. If the fair value of the goods or services received cannot be reliably measured, the transaction is measured by the by reference to the fair value of the instruments granted. The calculation of the fair value of equity instruments at the date at which they are granted is determined using a Black-Scholes option pricing model, calculation of the fair value involves estimations of the relevant inputs to the pricing model. (e) Financial Instruments Financial assets and financial liabilities are recognised in the statement of financial position when the Group becomes a party to the contractual provisions of the instrument. Financial Assets Trade receivables are held in order to collect the contractual cash flows and are initially measured at the transaction price (excludes estimates of variable consideration) as defined in AASB 15 Revenue, as the contracts of the Group do not contain significant financing components. Impairment losses are recognised based on lifetime expected credit losses in profit or loss. Other receivables are held in order to collect the contractual cash flows and accordingly are measured at initial recognition at fair value, which ordinarily equates to cost and are subsequently measured at cost less impairment due to their short term nature. A provision for impairment is established based on 12-month expected credit losses unless there has been a significant increase in credit risk when lifetime expected credit losses are recognised. The amount of any provision is recognised in profit or loss. Financial Liabilities and Equity Financial liabilities and equity instruments issued by the Group are classified in accordance with the substance of the contractual arrangements entered into and the definitions of a financial liability and an equity instrument. An equity instrument is any contract that evidences a residual interest in the assets of the Group after deducting all of its liabilities. Equity instruments issued by the Company are recorded at the proceeds received, net of direct issue costs. AVZ Minerals Limited | 42 Notes to the Consolidated Financial Statements for the year ended 30 June 2020 11.. SSuummmmaarryy ooff SSiiggnniiffiiccaanntt AAccccoouunnttiinngg PPoolliicciieess ((ccoonnttiinnuueedd)) All other loans including convertible loan notes are initially recorded at fair value, which is ordinarily equal to the proceeds received net of transaction costs. These liabilities are subsequently measured at amortised cost, using the effective interest rate method. Effective Interest Rate Method The effective interest rate method is a method of calculating the amortised cost of a financial asset or liability and allocating interest income or expense over the relevant period. The effective interest rate is the rate that exactly discounts estimated future cash flows through the expected life of the financial asset or liability, or, where appropriate, a shorter period, to the net carrying amount on initial recognition. (f) Segment reporting Operating segments are reported in a manner that is consistent with the internal reporting provided to the chief operating decision maker. The chief operating decision maker, who is responsible for allocating resources and assessing performance of the operating segments, has been identified as the board of directors. (g) Revenue recognition Revenue is recognised when or as the Group transfers control of goods or services to a customer at the amount to which the Group expected to be entitled. If the consideration promised includes a variable amount, the Group estimates the amount of consideration to which it will be entitled. COVID-19 revenue is recognised when it is received or when the right to receive payment is established. (h) Income tax The income tax expense or benefit for the period is the tax payable on the current period’s taxable income based on the national income tax rate for each jurisdiction adjusted by changes in deferred tax assets and liabilities attributable to temporary differences between the tax bases of assets and liabilities and their carrying amounts in the financial statements, and to unused tax losses. Deferred tax assets and liabilities are recognised for temporary differences at the tax rates expected to apply when the assets are recovered or liabilities are settled, based on those tax rates which are enacted or substantively enacted for each jurisdiction. The relevant tax rates are applied to the cumulative amounts of deductible and taxable temporary differences to measure the deferred tax asset or liability. An exception is made for certain temporary differences arising from the initial recognition of an asset or a liability. No deferred tax asset or liability is recognised in relation to these temporary differences if they arose in a transaction, other than a business combination, that at the time of the transaction did not affect either accounting profit or taxable profit or loss. Deferred tax assets are recognised for deductible temporary differences and unused tax losses only if it is probable that future taxable amounts will be available to utilise those temporary differences and losses. Deferred tax assets and liabilities are offset when there is a legally enforceable right to offset current tax assets and liabilities and when the deferred tax balances relate to the same taxation authority. Current tax assets and tax liabilities are offset where the entity has a legally enforceable right to offset and intends either to settle on a net basis, or to realise the asset and settle the liability simultaneously. Current and deferred tax balances attributable to amounts recognised directly in equity are also recognised directly in equity. (i) Impairment of assets At each reporting date the Group assesses whether there is any indication that an asset may be impaired. An impairment loss is recognised for the amount by which the asset’s carrying amount exceeds its recoverable amount. The recoverable amount is the higher of an asset’s fair value less costs to sell and value in use. For the purposes of assessing impairment, assets are Grouped at the lowest levels for which there are separately identifiable cash inflows which are largely independent of the cash inflows from other assets or Groups of assets (cash-generating units). Non-financial assets other than goodwill that suffered an impairment are reviewed for possible reversal of the impairment at each reporting date. (j) Cash and cash equivalents For the purpose of presentation of the statement of cash flows, cash and cash equivalents includes cash on hand, deposits held at call with financial institutions, other short-term, highly liquid investments with original maturities of three months or less that are readily convertible to known amounts of cash and which are subject to an insignificant risk of changes in value, and bank overdrafts. AVZ Minerals Limited | 43 Notes to the Consolidated Financial Statements for the year ended 30 June 2020 11.. SSuummmmaarryy ooff SSiiggnniiffiiccaanntt AAccccoouunnttiinngg PPoolliicciieess ((ccoonnttiinnuueedd)) (k) Exploration and evaluation expenditure Exploration, evaluation and development expenditure incurred is accumulated in respect of each identifiable area of interest. These costs are carried forward only if they relate to an area of interest for which rights of tenure are current and in respect of which: • • Such costs are expected to be recouped through successful development and exploitation or from sale of the area: or Exploration and evaluation activities in the area have not, at reporting date, reached a stage which permits a reasonable assessment of the existence or otherwise of economically recoverable reserves, and active operations in, or relating to, the area are continuing. Accumulated costs in respect of areas of interest which are abandoned are written off in full against profit in the year in which the decision to abandon the area is made. A regular review is undertaken of each area of interest to determine the appropriateness of continuing to carry forward costs in relation to that area of interest. (l) Trade and other payables These amounts represent liabilities for goods and services provided to the company prior to the end of financial year which are unpaid. Trade and other payables are presented as current liabilities unless payment is not due within 12 months. (m) Property, plant and equipment Plant and equipment is stated at cost less accumulated depreciation and any accumulated impairment losses. The assets' residual values, useful lives and amortisation methods are reviewed, and adjusted if appropriate, at each financial year end. Depreciation is calculated on a diminishing value basis over the estimated useful life of the assets as follows: Vehicles, IT equipment and furniture – 5 years (n) Provisions Provisions are recognised when the company has a present legal or constructive obligation as a result of past events, it is probable that an outflow of resources will be required to settle the obligation and the amount has been reliably estimated. Provisions are not recognised for future operating losses. Provisions are measured at the present value of management’s best estimate of the expenditure required to settle the present obligation at the reporting date. The discount rate used to determine the present value reflects current market assessments of the time value of money and the risks specific to the liability. The increase in the provision due to the passage of time is recognised as interest expense. (o) Employee benefits i. Short-term obligations Liabilities for wages and salaries, including non-monetary benefits and annual leave expected to be settled within 12 months of the reporting date are recognised in respect of employee’s services up to the end of the reporting period and are measured at the amounts expected to be paid when liabilities are settled. The liability for annual leave is recognised in the provision for employee benefits. All other short-term employee benefit obligations are presented as other payables. ii. Share-based payments The company provides benefits to employees (including directors) of the company in the form of share-based payment transactions, whereby employees render services in exchange for shares or rights over shares (‘equity- settled transactions’). The cost of these equity-settled transactions with employees is measured by reference to the fair value at the date at which they are granted. The fair value is determined using an appropriate option pricing model that takes into account the exercise price, the term of the option, the impact of dilution, the share price at grant date and expected volatility of the underlying share, the expected dividend yield and the risk-free interest rate for the term of the option. In valuing equity-settled transactions, no account is taken of any performance conditions, other than conditions linked to the price of shares of AVZ Minerals Limited (‘market conditions’). AVZ Minerals Limited | 44 Notes to the Consolidated Financial Statements for the year ended 30 June 2020 11.. (p) SSuummmmaarryy ooff SSiiggnniiffiiccaanntt AAccccoouunnttiinngg PPoolliicciieess ((ccoonnttiinnuueedd)) Contributed equity Ordinary shares are classified as equity. Incremental costs directly attributable to the issue of new shares are shown in equity as a deduction, net of tax, from the proceeds. Incremental costs directly attributable to the issue of new shares for the acquisition of a business are not included in the cost of the acquisition as part of the purchase consideration. (q) Earnings per share i. Basic earnings per share Basic earnings per share is calculated by dividing the profit/loss attributable to equity holders of the company excluding any costs of servicing equity other than ordinary shares, by the weighted average number of ordinary shares outstanding during the financial year, adjusted for bonus elements in ordinary shares issued during the year. ii. Diluted earnings per share Diluted earnings per share adjusts the figures used in the determination of basic earnings per share to take into account the after-tax effect of interest and other financing costs associated with the dilutive potential ordinary shares and the weighted average number of shares assumed to have been issued for no consideration in relation to dilutive potential ordinary shares. (r) Goods and services tax (GST) and Value added tax (VAT) Revenues, expenses and assets are recognised net of the amount of associated GST, unless the GST incurred is not recoverable from the taxation authority. In this case it is recognised as part of the cost of acquisition of the asset or as part of the expense. Revenue, expenses and assets incurred in overseas are recorded inclusive of VAT and no receivable or payable is recorded as the recoverability of the VAT from the relevant taxation authority is uncertain. Receivables and payables are stated inclusive of the amount of GST receivable or payable. The net amount of GST recoverable from, or payable to, the taxation authority is included with other receivables or payables in the statement of financial position. Cash flows are presented on a gross basis. The GST components of cash flows arising from investing or financing activities which are recoverable from, or payable to the taxation authority, are presented as operating cash flows. (s) Foreign currency translation i. Functional and presentation currency Items included in the financial statements of each of the Group’s entities are measured using the currency of the primary economic environment in which the entity operates (‘the functional currency’). The consolidated financial statements are presented in Australian dollars, which is AVZ Mineral’s functional and presentation currency. ii. Transactions and balances Foreign currency transactions are translated into the functional currency using the exchange rates prevailing at the dates of the transactions. Foreign exchange gains and losses resulting from the settlement of such transactions and from the translation at year end exchange rates of monetary assets and liabilities denominated in foreign currencies are recognised in the statement of profit or loss and other comprehensive income, except when they are deferred in equity as qualifying cash flow hedges and qualifying net investment hedges or are attributable to part of the net investment in a foreign operation. Translation differences on financial assets and liabilities carried at fair value are reported as part of the fair value gain or loss. Translation differences on non-monetary financial assets and liabilities such as equities held at fair value through profit or loss are recognised in profit or loss as part of the fair value gain or loss. Translation differences on non-monetary financial assets such as equities classified as available for sale financial assets are included in the fair value reserve in equity. AVZ Minerals Limited | 45 Notes to the Consolidated Financial Statements for the year ended 30 June 2020 11.. SSuummmmaarryy ooff SSiiggnniiffiiccaanntt AAccccoouunnttiinngg PPoolliicciieess ((ccoonnttiinnuueedd)) (s) Foreign currency translation (continued) iii. Group companies The results and financial position of all the Group entities (none of which has the currency of a hyperinflationary economy) that have a functional currency different from the presentation currency are translated into the presentation currency as follows: • Assets and liabilities for each statement of financial position presented are translated at the closing rate at • the date of that statement of financial position; Income and expenses for the statement of profit or loss and other comprehensive income are translated at average exchange rates (unless this is not a reasonable approximation of the cumulative effect of the rates prevailing on the transaction dates, in which case income and expenses are translated at the dates of the transactions); and • All resulting exchange differences are recognised as a separate component of comprehensive income. On consolidation, exchange differences arising from the translation of any net investment in foreign entities, and of borrowings and other financial instruments designated as hedges of such investments, are recognised in other comprehensive income. When a foreign operation is sold or any borrowings forming part of the net investment are repaid, a proportionate share of such exchange differences are recognised in the statement of profit or loss and other comprehensive income, as part of the gain or loss on sale where applicable. Goodwill and fair value adjustments arising on the acquisition of a foreign entity are treated as assets and liabilities of the foreign entities and translated at the closing rate. (t) Share based payments Equity settled transactions The Group provides benefits to employees (including senior executives) of the Group in the form of share-based payments, whereby employees render services in exchange for shares or rights over shares (equity-settled transactions). The cost of these equity-settled transactions with employees is measured by reference to the fair value of the equity instruments at the date at which they are granted. The fair value is determined by using an appropriate valuation technique, further details of which are given in the remuneration report. In valuing equity-settled transactions, no account is taken of any performance conditions, other than conditions linked to the price of the shares of AVZ Minerals Limited. The cost of equity-settled transactions is recognised, together with a corresponding increase in equity, over the period in which the performance and/or service conditions are fulfilled, ending on the date on which the relevant employees become fully entitled to the award (the vesting period). The cumulative expense recognised for equity-settled transactions at each reporting date until vesting date reflects: (i) (ii) the extent to which the vesting period has expired; and the Group’s best estimate of the number of equity instruments that will ultimately vest. No adjustment is made for the likelihood of market performance conditions being met as the effect of these conditions is included in the determination of fair value at grant date. The Statement of Profit or Loss and Other Comprehensive Income charge or credit for a period represents the movement in cumulative expense recognised as at the beginning and end of that period. No expense is recognised for awards that do not ultimately vest, except for awards where vesting is only conditional upon a market condition. AVZ Minerals Limited | 46 Notes to the Consolidated Financial Statements for the year ended 30 June 2020 11.. SSuummmmaarryy ooff SSiiggnniiffiiccaanntt AAccccoouunnttiinngg PPoolliicciieess ((ccoonnttiinnuueedd)) (t) Share based payments (continued) If the terms of an equity-settled award are modified, as a minimum an expense is recognised as if the terms had not been modified. In addition, an expense is recognised for any modification that increases the total fair value of the share-based payment arrangement, or is otherwise beneficial to the employee, as measured at the date of modification. If an equity-settled award is cancelled, it is treated as if it had vested on the date of cancellation, and any expense not yet recognised for the award is recognised immediately. However, if a new award is substituted for the cancelled award and designated as a replacement award on the date that it is granted, the cancelled and new award are treated as if they were a modification of the original award, as described in the previous paragraph. (u) New accounting standards and interpretations Adoption of new and revised standards In the year ended 30 June 2020, the Directors have reviewed all of the new and revised Standards and Interpretations issued by the AASB that are relevant to the Company and effective for the current reporting periods beginning on or after 1 July 2019. As a result of this review, the Group has applied AASB 16 from 1 July 2019. AASB 16 Leases AASB 16 replaces the provisions of AASB 117 Leases that relate to the recognition, classification and measurement of leases. This note explains the impact of the adoption of AASB 16 Leases on the Company’s financial statements and discloses the new accounting policies that have been applied from 1 July 2019. On 1 July 2019, the Company held one lease, for the office based in West Perth. The Company assessed which business model applied to the lease and classified its lease into the appropriate AASB 16 category. The Company entered into an additional lease on 1 September 2019. The Company has elected to apply AASB 16 utilising the modified retrospective approach from 1 July 2019, and therefore has not restated comparatives for the 2018 reporting period, as permitted under the specific transitional provisions in the standard. The reclassifications and the adjustments arising from the new leasing rules are therefore recognised in the opening balance sheet on 1 July 2019. Reclassification from administration expense to a lease liability and right-of-use (“ROU”) asset The office lease was reclassified from an operating lease which was recorded as an administrative expense in the consolidated statement of profit or loss, as payments were made each month under the previous AASB 117, to recognising a lease liability and a ROU asset in its balance sheet under the new AASB 16. The lease payments are discounted using the Company’s incremental borrowing rate of 6.66%. See Note 10 for further details. (v) New accounting standards and interpretations not yet adopted The Directors have also reviewed all Standards and Interpretations in issue not yet adopted for the year ended 30 June 2020. As a result of this review the Directors have determined that there is no material impact of the Standards and Interpretations in issue not yet adopted on the Group and, therefore, no change is necessary to Group accounting policies. (w) Parent Entity Financial Information The financial information for the parent entity, AVZ Minerals Limited, disclosed in Note 25 has been prepared on the same basis as the consolidated financial statements. AVZ Minerals Limited | 47 Notes to the Consolidated Financial Statements for the year ended 30 June 2020 22.. CCrriittiiccaall aaccccoouunnttiinngg eessttiimmaatteess aanndd jjuuddggeemmeennttss Estimates and judgements are continually evaluated and are based on historical experience and other factors, including expectations of future events that may have a financial impact on the entity and that are believed to be reasonable under the circumstances. The Group makes estimates and assumptions concerning the future. The resulting accounting estimates and judgements may differ from the related actual results and may have a significant effect on the carrying amount of assets and liabilities within the next financial year and on the amounts recognised in the financial statements. The estimates and assumptions that have a significant risk of causing a material adjustment to the carrying amounts of assets and liabilities within the next financial year are discussed below. a) Impairment of deferred exploration and evaluation expenditure Exploration and evaluation costs are carried forward where right of tenure of the area of interest is current. These costs are carried forward in respect of an area that has not at reporting date reached a stage that permits reasonable assessment of the existence of economically recoverable reserves. The Board and Management have assessed the carrying value of the Exploration and Evaluation Expenditure to be impaired. Refer to the accounting policy stated in Note 1(k) and to Note 8 for movements in the exploration and evaluation expenditure balance. b) Share based payment transactions The Group measures the cost of equity-settled transactions with employees and consultants by reference to the fair value of the equity instruments at the date at which they are granted. The fair value for options is determined by an internal valuation using a Black-Scholes option pricing model. The fair value of Performance Rights is determined by using the underlying share price at grant date. c) Tax in foreign jurisdictions The consolidated entity operates in overseas jurisdictions and accordingly is required to comply with the taxation requirements of those relevant countries. This results in the consolidated entity making estimates in relation to taxes including but not limited to income tax, goods and services tax, withholding tax and employee income tax. The consolidated entity estimates its tax liabilities based on the consolidated entity’s understanding of the tax law. Where the final outcome of these matters is different from the amounts that were initially recorded, such differences will impact profit or loss in the period in which they are settled. d) Deferred consideration Deferred consideration is required to be paid at any time over a three year period. As such management have made judgements around the financing component associated with the deferred consideration, and an estimated repayment date to assess the present value of the deferred consideration. e) Estimation of the Group's borrowing rate The lease payments used to determine the lease liability and rignt-of-use of asset at 1 July 2019 under AASB 16 Leases are discounted using the Group’s incremental borrowing rate of 6.6%. 33.. RReevveennuuee Interest received Rental income Admin on charges COVID-19 cashflow boost government incentive Other income Sale of equipment Total revenue and other income Consolidated 2020 $ 2019 $ 86,058 16,498 11,044 100,000 3,676 110,744 - - - - - 6,818 217,276 117,562 AVZ Minerals Limited | 48 Notes to the Consolidated Financial Statements for the year ended 30 June 2020 44.. AAuuddiittoorr’’ss RReemmuunneerraattiioonn Remuneration of the auditors of the consolidated entity for: Auditing and reviewing the financial statements: - - BDO Audit (WA) Pty Ltd Bentleys Audit & Corporate (WA) Pty Ltd Total remuneration of auditors Consolidated 2020 $ 2019 $ - 45,405 85,000 85,000 - 45,405 Consolidated 2020 $ 2019 $ 55.. IInnccoommee TTaaxx EExxppeennssee (a) Numerical reconciliation of income tax expense to prima facie tax payable Loss from continuing operations before income tax expense Tax at the tax rate of 30% (2019: 30%) (5,299,858) (5,263,570) (1,589,957) (1,579,071) Tax effect of amounts which are not deductible in calculating taxable income: Non-deductible expenses Unrecognised tax losses Movement in unrecognised temporary differences Deductible equity raising costs Income tax expense (b) Deferred tax asset not recognised* Tax losses Exploration and expenditure Other Net deferred tax not recognised 953,162 776,716 166,304 925,518 697,989 (566) (306,225) (43,871) - - 3,981,456 3,165,963 494,977 211,811 - - 4,476,433 3,377,774 *The deferred tax asset attributable to tax losses does not exceed taxable amounts arising from the reversal of existing assessable temporary differences. 66.. CCaasshh && CCaasshh EEqquuiivvaalleennttss Cash at bank & in hand Total cash & cash equivalents Consolidated 2020 $ 2019 $ 14,202,294 8,750,641 14,202,294 8,750,641 Cash on hand is non-interest bearing. Cash at bank bears interest rates between 0.01% and 2.9% (2019: 0.01% and 2.7%). Refer to Note 17 for the Group’s exposure to interest rate and credit risk. AVZ Minerals Limited | 49 Notes to the Consolidated Financial Statements for the year ended 30 June 2020 77.. TTrraaddee aanndd OOtthheerr RReecceeiivvaabblleess Advances to employees for field work purposes Accrued interest income GST receivable Deposits and securities COVID-19 cashflow boost government incentive receivable Prepayments Other receivables Total trade and other receivables 88.. EExxpplloorraattiioonn && EEvvaalluuaattiioonn EExxppeennddiittuurree Opening balance Acquisition during the year (i) Exploration costs Net exchange differences on translation Closing balance Consolidated 2020 $ 66,912 9,534 179,603 47,302 57,766 18,352 16,511 395,980 2019 $ 55,790 - 68,102 46,164 - 17,095 19,949 207,100 Consolidated 2020 $ 2019 $ 74,184,250 - 9,456,611 1,255,571 84,896,432 49,690,995 5,860,721 18,833,154 (200,620) 74,184,250 (i) On 24 June 2019, the company announced that it has executed a Share Sale Purchase Agreement with Dathomir Mining Resources SARL to increase the Group’s equity in the Manono Lithium and Tin Project for a total consideration of US$5,500,000. The total consideration converted to Australian dollars at 24 June 2019 was AU$5,860,721. The value of the Group’s interest in exploration expenditure is dependent upon: The continuance of the company’s rights to tenure of the areas of interest; - The results of future exploration; and - The recoupment of costs through successful development and exploration of the areas of interest, or alternatively, by their sale. 99.. PPrrooppeerrttyy,, ppllaanntt aanndd eeqquuiippmmeenntt At cost Less: accumulated depreciation Reconciliation Opening balance Additions Depreciation expense Foreign currency translation difference movement Closing balance Consolidated Consolidated 2020 $ 2019 $ 1,991,258 (899,054) 1,092,204 1,872,271 (523,855) 1,348,416 1,348,416 89,240 (379,143) 33,691 1,092,204 954,577 641,530 (300,281) 52,590 1,348,416 AVZ Minerals Limited | 50 Notes to the Consolidated Financial Statements for the year ended 30 June 2020 1100.. LLeeaasseess ((aa)) AAmmoouunnttss rreeccooggnniisseedd iinn tthhee bbaallaannccee sshheeeett RRiigghhttss--ooff--uussee aasssseett Balance as at 1 July Right-of-use assets recognised as at 1 July Less: Depreciation Closing balance LLeeaassee lliiaabbiilliittiieess Balance as at 1 July Lease liabilities recognised as at 1 July Add: Interest Less: Payment per Consolidated Statement of Cash Flows Closing balance Current Non-current Closing balance ((bb)) AAmmoouunnttss rreeccooggnniisseedd iinn tthhee ccoonnssoolliiddaatteedd ssttaatteemmeenntt ooff pprrooffiitt oorr lloossss Depreciation of right-of-use asset Interest expense on lease liabilities ((cc)) LLeeaassiinngg AAccttiivviittiieess Consolidated 2020 $ 2019 $ - 192,397 (72,149) 120,248 - 192,397 10,364 (78,529) 124,232 72,881 51,351 124,232 72,149 10,364 - - - - - - - - - - - - - - - - The Company leases the office property at Level 2, 8 Colin Street, West Perth. The lease of the property commenced on 1 March 2019 and remains in force until 28 February 2022. The lease is recognised as a right-of-use asset and a corresponding liability at the date at which the leased asset is available for use by the Company. Each lease payment is allocated between the liability and finance cost. The finance cost is charged to profit or loss over the lease period as to produce a constant periodic rate of interest on the remaining balance of the liability for each period. The right-of-use asset is amortised over the shorter of the asset’s useful life and the lease term on a straight-line basis. IInniittiiaall mmeeaassuurreemmeenntt Assets and liabilities from a lease are initially measured on a present value basis. The lease liability includes the present value of the fixed payments and variable lease payments that depend on an index, initially measured using the index as at the commencement date (reconciled and adjusted for actual index each year). The lease payments are discounted using the Company’s incremental borrowing rate of 6.66%. The right-of-use asset is measured at cost comprising of the initial measurement of the lease liability. AVZ Minerals Limited | 51 Notes to the Consolidated Financial Statements for the year ended 30 June 2020 1111.. TTrraaddee && OOtthheerr PPaayyaabblleess Current Trade payables Employee benefits and related payables Accrued expenses Others Total current trade & other payables The Group’s exposure to liquidity risk is noted in Note 17. Consolidated 2020 $ 2019 $ 320,935 19,894 35,000 17,747 393,576 216,412 6,925 50,700 4,909 278,946 Consolidated 2020 $ 2019 $ 1122.. PPrroovviissiioonnss Current Employee benefits Total current provisions The Group’s provision for employee benefits represents annual leave payable. 36,714 36,714 3,423 3,423 Consolidated 2020 $ 2019 $ 1133.. FFiinnaanncciiaall LLiiaabbiilliittiieess Acquisition of a 60% interest in Dathcom Mining SA (previously known as Dathcom Mining SAS) on 23 May 2017 DDeeffeerrrreedd CCoonnssiiddeerraattiioonn CCuurrrreenntt LLiiaabbiilliittyy Principal Principal repayments (i) Realised foreign exchange loss on repayments Fair value decrease taken to profit or loss Transfer between current/non-current AAtt 3300 JJuunnee NNoonn--CCuurrrreenntt LLiiaabbiilliittyy Principal Transfer between current/non-current Fair value increase taken to profit or loss AAtt 3300 JJuunnee TToottaall - 1,425,456 (1,450,241) 24,785 - - - - - - - - 2,027,027 (2,115,075) 73,535 (152,079) 1,592,048 1,425,456 1,022,043 (1,592,048) 570,005 - 1,425,456 (i) Paid to La Congolaise D’Exploittaion Miniere SA in deferred consideration under the terms of the Joint Venture Agreement. The key terms of the Joint Venture Agreement were disclosed in the Company’s ASX announcement dated 2 February 2017. AVZ Minerals Limited | 52 Notes to the Consolidated Financial Statements for the year ended 30 June 2020 1133.. FFiinnaanncciiaall LLiiaabbiilliittiieess ((CCoonnttiinnuueedd)) Acquisition of 5% interest in Dathcom Mining SA on 24 June 2019 DDeeffeerrrreedd CCoonnssiiddeerraattiioonn CCuurrrreenntt LLiiaabbiilliittyy Principal Principal repayments received per Consolidated Statement of Cash Flows Realised foreign exchange loss on repayments AAtt 3300 JJuunnee NNoonn--CCuurrrreenntt LLiiaabbiilliittyy Opening balance Fair value increase taken to profit or loss AAtt 3300 JJuunnee TToottaall Consolidated 2020 $ 2019 $ 712,901 712,901 (712,490) (411) - - - 712,901 5,074,286 722,552 5,796,838 5,796,838 5,074,286 - 5,074,286 5,787,187 On 24 June 2019, the Company announced that it had executed a Share Sale Purchase Agreement (“Agreement”) with Dathomir Mining Resources SARL to increase the Group’s equity in the Manono Lithium and Tin Project for a total consideration of US$5,500,000. Under the Agreement, the first tranche payment of US$500,000 is to be paid within 14 days of execution and the balance of the consideration can be paid at any time within 36 months from execution of the Agreement. The first tranche payment of US$500,000 was paid in July 2019. The value of the deferred consideration is the board’s assessment of the value of contracted future payments issued under the agreement for the acquisition of Dathcom Mining SA. The fair value is based on assumptions to present value the future payments based on a discount rate of 12%. The principal payments are contractually required in U.S. dollars and have been converted to Australian dollars at 30 June 2020. TToottaall DDeeffeerrrreedd CCoonnssiiddeerraattiioonn Total current liability Total non-current liability TToottaall LLiiaabbiilliittyy - 5,796,838 5,796,838 2,138,357 5,074,286 7,212,643 1144.. SShhaarree ccaappiittaall Consolidated Consolidated 2020 Shares 2019 Shares 2020 $ 2019 $ Ordinary shares - fully paid 2,838,498,508 2,287,198,459 103,495,333 81,097,191 Total Share Capital 2,838,498,508 2,287,198,459 103,495,333 81,097,191 Ordinary shares participate in dividends and the proceeds on winding up of the company in proportion to the number of shares held and in proportion to the amount paid up on the shares held. At shareholders meetings, each ordinary share is entitled to one vote in proportion to the paid-up amount of the share when a poll is called, otherwise each shareholder has one vote on a show of hands. AVZ Minerals Limited | 53 Notes to the Consolidated Financial Statements for the year ended 30 June 2020 1144.. SShhaarree ccaappiittaall ((CCoonnttiinnuueedd)) MMoovveemmeennttss iinn sshhaarree ccaappiittaall Opening Balance 1 July 2018 Conversion of Performance Rights1 Share Purchase Plan Placement Exercise of Listed Options during the year Less: Transaction costs arising on share issues CClloossiinngg BBaallaannccee aatt 3300 JJuunnee 22001199 Opening Balance 1 July 2019 Conversion of Performance Rights1 Share based payment2 Conversion of Performance Rights3 Exercise of Listed Options4 Issue of shares Share placement5 Share placement6 Share placement7 Conversion of Performance Rights8 Less: Transaction costs arising on share issues CClloossiinngg BBaallaannccee aatt 3300 JJuunnee 22002200 Date Number of Shares Fair Value Total $ $ $ 19 Jul 18 25 Feb 19 4 Mar 19 7 Jun 19 19 Jul 18 5 Jul 19 11 Jul 19 Various 11 Feb 20 8 Apr 20 24 Apr 20 14 May 20 12 Jun 20 1,868,461,449 20,000,000 137,250,166 257,486,844 4,000,000 - 2,287,198,459 2,287,198,459 - 3,000,000 13,950,000 203,649,049 1,000 40,000,000 40,000,000 237,500,000 13,200,000 - 2,838,498,508 0.029 0.038 0.038 0.048 0.029 0.047 0.10 0.03 0.07 0.045 0.045 0.045 0.072 66,973,014 - 5,215,507 9,784,500 190,000 (1,065,830) 81,097,191 81,097,191 580,000 141,000 1,341,000 6,109,320 70 1,800,000 1,800,000 10,687,500 960,000 (1,020,748) 103,495,333 1On 19 July 2018, 20,000,000 Performance Rights vested and were converted to Ordinary Shares. The fair value of the Performance Rights of $580,000 was transferred from Share based payment reserve to Share Capital during the year ended 30 June 2020. 2On 5 July 2019, 3,000,000 shares were issued to a supplier in lieu of cash payments for investor relations services received. 3On 11 July 2019 5,000,000 Class C Performance Rights and 8,950,000 Class E Performance Rights vested and converted to Ordinary Shares. The fair value of the Performance Rights of $1,341,000 was transferred from Share based payment reserve to Share Capital. 4During the year ended 30 June 2020 a total of 203,649,049 Listed Options (exercisable at $0.03 on or before 24 May 2020) were exercised. 5On 8 April 2020, the Company completed a $1.8 million placement through the issue of 40,000,000 shares at $0.0045 per share and 60,000,002 free-attaching options exercisable at $0.06 expiring on 8 April 2022 to Lithium Plus and other sophisticated and professional investors, all of whom are non-related parties. 6On 24 April 2020, the Company completed a $1.8 million placement through the issue of 40,000,000 shares at $0.0045 per share and 60,000,002 free-attaching options exercisable at $0.06 expiring on 8 April 2022 to Lithium Plus and other sophisticated and professional investors, all of whom are non-related parties. 7On 14 May 2020, the Company completed a $10.7 million placement through the issue of 237,500,000 shares at $0.0045 per share to Yibin Tianyi Lithium Industry Co,Ltd. 8On 12 June 2020 the Company issued 13,200,000 fully paid ordinary shares following the vesting of Class E and Class H Performance Rights (Completion of the Definitive Feasibility Study on the Manono Project. AVZ Minerals Limited | 54 Notes to the Consolidated Financial Statements for the year ended 30 June 2020 1155.. SShhaarree OOppttiioonnss aanndd PPeerrffoorrmmaannccee RRiigghhttss Expiry date Exercise price (cents) Balance at start of year Granted during the year Exercised during the year Lapsed during the year Balance at end of the year SShhaarree OOppttiioonnss ((aa)) 22002200 Unlisted 28 Apr 2020 Listed 24 May 2020 Unlisted 5 Mar 2021 Unlisted 5 Sep 2021 Unlisted 5 Mar 2022 Unlisted 8 Apr 2022 22001199 Unlisted 28 Apr 2020 Unlisted 15 Apr 2019 Listed 24 May 2020 Unlisted 5 Mar 2021 Unlisted 5 Sep 2021 Unlisted 5 Mar 2022 30.5 3.0 4.75 5.7 6.65 6.0 30.5 10.0 3.0 4.75 5.7 6.65 30,000,000 203,649,049 1,000,000 5,000,000 5,000,000 - - - - - - 120,000,0021 - (30,000,000) (203,649,049) - - - - - - - - - - - 1,000,000 5,000,000 5,000,000 120,000,002 244,649,049 120,000,002 (203,649,049) (30,000,000) 131,000,002 30,000,000 207,428,573 203,649,049 - - - - - - - - - 5,000,000 5,000,000 5,000,000 (4,000,000) - - - 30,000,000 (207,428,573) - - - - - 203,649,049 1,000,000 5,000,000 5,000,000 441,077,622 15,000,000 (4,000,000) (207,428,573) 244,649,049 1On 8 April 2020 and 24 April 2020, the Company completed a $3.6 million placement through the issue of 80,000,000 shares at $0.0045 per share and 120,000,002 free-attaching options exercisable at $0.06 expiring on 8 April 2022 to Lithium Plus and other sophisticated and professional investors, all of whom are non-related parties. Expiry date Exercise price Balance at start of year Granted during the year Converted during the year Cancelled/ lapsed during the year Balance at end of the year PPeerrffoorrmmaannccee RRiigghhttss ((bb)) 22002200 Class B Class C Class D Class E Class F Class G Class H Class I Class J Class K 30 Nov 2021 12 Oct 2018 Various 3 Dec 2021 2 Jun 2022 2 Jun 2022 3 Dec 2021 11 Nov 2020 1 Nov 2022 3 Dec 2021 22001199 Class A Class B Class C Class D Class E Class F Class G Class H 22 May 2018 30 Nov 2021 12 Oct 2018 Various 3 Dec 2021 3 Jun 2022 2 Jun 2022 3 Dec 2021 - - - - - - - - - - - - - - - - - - 7,500,000 5,000,000 14,850,000 35,800,000 8,000,000 3,000,000 4,500,000 - - - 78,650,000 - - - - - - - 3,000,000 3,000,000 1,600,000 7,600,000 - (5,000,000) - (17,650,000) - - (1,500,000) - (3,000,000) - (27,150,000) (7,500,000) - (11,250,000) (750,000) - (3,000,000) - - - - (22,500,000) 20,000,000 7,500,000 5,000,000 14,850,000 - - - - 47,350,000 - - - - 35,800,000 8,000,000 3,000,000 4,500,000 51,300,000 (20,000,000) - - - - - - - (20,000,000) - - - - - - - - - - - 3,600,000 17,400,000 8,000,000 - 3,000,000 3,000,000 - 1,600,000 36,600,000 - 7,500,000 5,000,000 14,850,000 35,800,000 8,000,000 3,000,000 4,500,000 78,650,000 AVZ Minerals Limited | 55 Notes to the Consolidated Financial Statements for the year ended 30 June 2020 1166.. RReesseerrvveess Share Options Reserve (a) Foreign currency translation reserve (b) Total reserves (a) Share Options Reserve (i) Opening balance Unlisted Options issued during the year Share-based payment expense during the year Less: Conversion of Performance Rights Less: Performance Rights lapsed Closing balance (b) Foreign Currency Translation Reserve (ii) Opening balance Exchange difference arising on translation of foreign operations Closing balance Consolidated 2020 $ 2019 $ 5,189,576 4,142,944 9,332,520 6,361,769 3,268,870 9,630,639 6,361,769 - 2,029,407 (2,881,000) (320,600) 5,189,576 4,025,591 587,718 1,748,460 - - 6,361,769 3,268,870 874,074 4,142,944 802,097 2,466,773 3,268,870 Nature and purpose of reserves (i) Share Options Reserve The Share Options Reserve contains amounts received on the issue of options over unissued capital of the company. It is used to recognise the fair value of options and performance rights issued to employees and consultants but not exercised. (ii) Foreign currency translation reserve The foreign currency translation reserve records exchange differences arising on translation of foreign controlled entities. The exchange differences arising are recognised in other comprehensive income as detailed in Note 1(s) and accumulated within a separate reserve within equity. The cumulative amount is reclassified to the statement of profit or loss and other comprehensive income when the net investment is disposed of. 1177.. FFiinnaanncciiaall IInnssttrruummeennttss,, RRiisskk MMaannaaggeemmeenntt OObbjjeeccttiivveess aanndd PPoolliicciieess The consolidated entity’s principal financial instruments comprise cash and cash equivalents. The main purpose of the financial instruments is to earn the maximum amount of interest at a low risk to the company. The consolidated entity also has other financial instruments such as trade debtors and creditors which arise directly from its operations. For the year under review, it has been the consolidated entity’s policy not to trade in financial instruments. The main risks arising from the consolidated entity’s financial instruments are interest rate risk and credit risk. The Board reviews and agrees policies for managing each of these risks and they are summarised below: (a) Interest Rate Risk The Group’s exposure to interest rate risk, which is the risk that a financial instrument’s value will fluctuate as a result of changes in market interest rates and the effective weighted average interest rate for each class of financial assets and financial liabilities comprises: Consolidated 22002200 Financial assets Cash and cash equivalents Trade and other receivables Financial liabilities Trade and other payables Financial liabilities Weighted Average Interest Rate % 1.11% - - - Floating Interest Rate Fixed Interest Non-interest bearing Total $ $ $ $ 9,182,294 - 9,182,294 5,020,000 - 5,020,000 - 377,628 377,628 14,202,294 377,628 14,579,922 - - - - - - 393,576 5,796,838 6,190,414 393,576 5,796,838 6,190,414 AVZ Minerals Limited | 56 Notes to the Consolidated Financial Statements for the year ended 30 June 2020 1177.. FFiinnaanncciiaall IInnssttrruummeennttss,, RRiisskk MMaannaaggeemmeenntt OObbjjeeccttiivveess aanndd PPoolliicciieess ((ccoonnttiinnuueedd)) Consolidated 22001199 Financial assets Cash and cash equivalents Trade and other receivables Financial liabilities Trade and other payables Financial liabilities Floating Interest Rate Fixed Interest Weighted Average Interest Rate % $ 1.71% 8,750,641 - - - - 8,750,641 - - - Non- interest bearing $ - 207,100 207,100 278,946 7,212,643 7,491,589 Total $ 8,750,641 207,100 8,957,741 278,946 7,212,643 7,491,589 $ - - - - - - The maturity date for cash included in the above tables is one year or less from reporting date. (i) Sensitivity analysis The Group’s main interest rate risk arises from cash equivalents with variable and fixed interest rates. At 30 June 2020 and 30 June 2019, the Group’s exposure to interest rate risk is not deemed material. (b) Credit risk Credit risk refers to the risk that a counterparty will default on its contractual obligations resulting in financial loss to the Group. The Group has adopted the policy of only dealing with credit worthy counterparties and obtaining sufficient collateral or other security where appropriate, as a means of mitigating the risk of financial loss from defaults. The Group does not have any significant credit risk exposure to any single counterparty or any Group of counterparties having similar characteristics. The carrying amount of financial assets recorded in the financial statements, net of any provisions for losses, represents the Group’s maximum exposure to credit risk. All cash equivalents are held with financial institutions with a credit rating of -AA or above. (c) Foreign Currency Risk The Group is exposed to fluctuations in foreign currencies arising from exploration commitments in currencies other than the Group’s presentational currency (Australian Dollars). The Group operates internationally and is exposed to foreign exchange risk arising from currency exposure to the US Dollar (USD). The Group has not formalised a foreign currency risk management policy, however it monitors its foreign currency expenditure in light of exchange rate movements, and retains the right to withdraw from the foreign exploration commitments. Sensitivity analysis (i) The Group’s main foreign currency risk arises from cash equivalents held in foreign currency denominated bank accounts and other payable amounts denominated in USD. At 30 June 2020 and 30 June 2019, the Group’s exposure to foreign currency risk at the end of the reporting period, expressed in Australian dollar, was as follows: Cash and cash equivalents Trade & other receivables - current Trade and other payables Financial liabilities Consolidated 2020 $ 2,589,013 58,094 2,647,107 2019 $ 173,370 55,398 228,768 (24,912) (5,796,838) - (7,212,643) (5,821,750) (7,212,643) AVZ Minerals Limited | 57 Notes to the Consolidated Financial Statements for the year ended 30 June 2020 1177.. FFiinnaanncciiaall IInnssttrruummeennttss,, RRiisskk MMaannaaggeemmeenntt OObbjjeeccttiivveess aanndd PPoolliicciieess ((ccoonnttiinnuueedd)) A reasonably possible strengthening (weakening) of the AUD against USD at 30 June 2020 would have affected the measurement of financial instruments denominated in a foreign currency and affected equity and profit or loss for the Group by the amounts shown below, expressed in Australian dollar. This analysis assumes all other variables remain constant. Cash and cash equivalents Trade & other receivables - current Trade and other payables Financial liabilities 2020 2019 Increase (Decrease) in Equity and Profit or Loss AUD to USD AUD to USD +10% $ -10% $ +10% $ -10% $ (235,365) 235,365 (15,771) (5,281) 5,281 (5,039) (240,646) 240,646 (20,810) 15,771 5,039 20,810 2,265 (2,265) - - 526,986 (526,986) 655,755 (655,755) 529,251 (529,251) 655,755 (655,755) (d) Liquidity risk The Group manages liquidity risk by continuously monitoring forecast and actual cash flows and matching the maturity profiles of financial assets and liabilities. Due to the dynamic nature of the underlying businesses, the Group aims at ensuring flexibility in its liquidity profile by maintaining the ability to undertake capital raisings. Contractual maturities of financial assets/(liabilities) Less than 6 months 6-12 months Between 1 and 2 years Between 2 and 5 years $ $ $ At 30 June 2020 Cash and cash equivalents Trade and other receivables Trade and other payables Financial liabilities At 30 June 2019 Cash and cash equivalents Trade and other receivables Trade and other payables 14,202,294 377,628 (393,576) - 14,186,346 8,750,641 207,100 (278,946) - - - - - - - - Financial liabilities - (2,138,357) 8,678,795 (2,138,357) - - - - - - - - - - Total contractual cash inflows /(outflows) $ Carrying amount $ 14,202,294 14,202,294 377,628 377,628 (393,576) (393,576) $ - - - (7,271,553) (7,271,553) (7,271,553) (7,271,553) 6,914,793 6,914,793 - - - 8,750,641 8,750,641 207,100 207,100 (278,946) (278,946) (7,129,007) (9,267,364) (9,267,364) (7,129,007) (588,569) (588,569) AVZ Minerals Limited | 58 Notes to the Consolidated Financial Statements for the year ended 30 June 2020 1177.. FFiinnaanncciiaall IInnssttrruummeennttss,, RRiisskk MMaannaaggeemmeenntt OObbjjeeccttiivveess aanndd PPoolliicciieess ((ccoonnttiinnuueedd)) (e) Net fair value The carrying value and net fair values of financial assets and liabilities at reporting date are: Consolidated Financial assets: Cash and cash equivalents Trade and other receivables - current Financial liabilities: Trade and other payables - current Financial liabilities - current Financial liabilities - non-current 2020 Carrying Amount $ Net fair Value $ 2019 Carrying Amount $ Net fair Value $ 14,202,294 377,628 14,202,294 377,628 8,750,641 207,100 8,750,641 207,100 14,579,922 14,579,922 8,957,741 8,957,741 393,576 - 5,796,838 393,576 - 5,796,838 278,946 2,138,357 5,074,286 278,946 2,138,357 5,074,286 6,190,414 6,190,414 7,491,589 7,491,589 (f) Fair value measurements The fair value of financial assets and financial liabilities must be estimated for recognition and measurement or for disclosure purposes. AASB 7 Financial Instruments: Disclosures requires disclosure of fair value measurements by level of the following fair value measurement hierarchy: i) Quoted prices in active markets for identical assets or liabilities (level 1) ii) Inputs other than quoted prices included within level 1 that are observable for the asset or liability, either directly (as prices) or indirectly (level 2); and Inputs for the asset or liability that are not based on observable market data (unobservable inputs) (level 3). iii) Due to their short-term nature, the carrying amount of the current receivables and current payables is assumed to approximate their fair value. Refer to Note 13 for assumptions made in relation to determining fair value of financial liabilities. Consolidated 2020 $ 2019 $ 1188.. LLoossss ppeerr SShhaarree (a) Loss Loss used in the calculation of basic and diluted EPS ($) (5,134,821) (5,263,570) (b) Weighted average number of ordinary shares (‘WANOS’) WANOS used in the calculation of basic and diluted loss per share: 2,379,675,452 2,017,918,212 Basic and diluted loss per share cents per share (0.22) cents per share (0.26) Diluted earnings per share is equal to basic loss per share as the Group is in a loss position. AVZ Minerals Limited | 59 Notes to the Consolidated Financial Statements for the year ended 30 June 2020 1199.. CCaasshh FFllooww IInnffoorrmmaattiioonn Reconciliation of cash flows from operating activities with loss from ordinary activities after income tax: Loss for the year Depreciation Share-based payment Movement in fair value of financial liabilities Interest income accrued Interest expense on convertible note Unrealised foreign exchange loss on convertible note Net realised and unrealised foreign exchange losses Depreciation expense of right-of-use asset Changes in assets and liabilities: (Increase)/Decrease in operating receivables and prepayments Increase/(Decrease) in trade and other payables Consolidated 2020 $ 2019 $ (5,299,858) (5,263,570) 379,143 2,170,407 722,552 (9,534) 19,126 (238) 42,756 72,149 (169,916) 257,129 300,281 2,336,178 417,926 - - - - - 5,011 (1,197) Net cash outflows from operating activities (1,816,284) (2,205,371) NNoonn--ccaasshh iinnvveessttiinngg aanndd ffiinnaanncciinngg aaccttiivviittiieess Issue of ordinary shares for investor relations services Issue of ordinary shares from conversion of performance Rights 141,000 2,881,000 3,022,000 - - - Changes in financial liabilities arising from financing activities are disclosed in Note 13. Changes in lease liabilities arising from financing activities are disclosed in Note 10. 2200.. SSeeggmmeenntt IInnffoorrmmaattiioonn The Group is organised into one operating segment, being exploration in the DRC. This is based on the internal reports that are being reviewed and used by the Board of Directors (who are identified as the Chief Operating Decision Makers (CODM) in assessing performance and in determining the allocation of resources. As a result, the operating segment information is as disclosed in the statements and notes to the financial statements throughout the report. Geographical information All non-current assets are based in the DRC. 2211.. CCoommmmiittmmeennttss aanndd CCoonnttiinnggeenncciieess There are no other commitments or contingent liabilities outstanding at the end of the year. 2222.. SSuubbssiiddiiaarriieess aanndd nnoonn--ccoonnttrroolllliinngg eennttiittiieess (a) Subsidiaries The consolidated financial statements incorporate the assets, liabilities and results of the following subsidiaries in accordance with the accounting policy described in Note 1(c): Name of entity AVZ International Pty Ltd AVZ Minerals Congo SARL AVZ Power Dathcom Mining SA Country of incorporation Australia DRC DRC DRC Class of shares Ordinary Ordinary Ordinary Ordinary Equity holding1 2020 100 100 100 60 2019 % 100 100 100 60 1 The proportion of ownership interest is equal to the proportion of voting power held. AVZ Minerals Limited | 60 Notes to the Consolidated Financial Statements for the year ended 30 June 2020 2222.. SSuubbssiiddiiaarriieess aanndd nnoonn--ccoonnttrroolllliinngg eennttiittiieess ((ccoonnttiinnuueedd)) (b) Non-controlling entities The following table sets out the summarised financial information for each subsidiary that has non-controlling interests. Amounts disclosed are before intercompany eliminations (AASB 12.B11). Summarised statement of Financial Position Current Assets Non-current Assets Total Assets Current Liabilities Non-current Liabilities Total Liabilities Net Assets Accumulated NCI 2233.. RReellaatteedd PPaarrttyy IInnffoorrmmaattiioonn (a) (b) (c) Parent entity The ultimate parent entity within the Group is AVZ Minerals Limited. Subsidiaries Interests in subsidiaries are set out above. Key management personnel The key management personnel compensation is as follows: KKeeyy MMaannaaggeemmeenntt PPeerrssoonnnneell CCoommppeennssaattiioonn Summary remuneration Short-term benefits Post-employment benefits Share-based payments Total key management personnel compensation Dathcom Mining SA 30 June 2020 30 June 2019 565,217 71,893,672 72,458,889 7,480 44,654,926 44,662,406 27,796,483 11,690,054 122,715 74,176,652 74,299,367 3,042 34,665,203 34,668,245 39,631,122 11,615,453 Consolidated 2020 $ 2019 $ 1,197,377 25,074 1,405,550 2,628,001 888,563 5,205 1,258,511 2,152,279 Details of remuneration disclosures are provided within the audited remuneration report which can be found on pages 27 to 32 of the Directors’ report. Refer page 31 for transactions with related parties. AVZ Minerals Limited | 61 Notes to the Consolidated Financial Statements for the year ended 30 June 2020 2244.. SShhaarree BBaasseedd PPaayymmeennttss Options (a) Performance Rights (b) Total share based payments (a) Options Consolidated 2020 $ 2019 $ - 2,029,407 2,029,407 587,718 1,748,460 2,336,178 SShhaarree bbaasseedd ppaayymmeenntt aarrrraannggeemmeenntt dduurriinngg tthhee yyeeaarr eennddeedd 3300 JJuunnee 22002200 No options were issued to current directors and executives as part of their remuneration during year ended 30 June 2020. SShhaarree bbaasseedd ppaayymmeenntt aarrrraannggeemmeenntt ggrraanntteedd iinn pprriioorr yyeeaarrss aanndd ssttiillll iinn eexxiisstteennccee aatt 3300 JJuunnee 22002200 During the year ended 30 June 2019, 15,000,000 unlisted options were issued to Patersons Securities Limited for being an advisor and underwriter for the February 2019 capital raising. The total fair value of the options was estimated at $587,718 as at the date of grant using the Black-Scholes model taking into account the terms and conditions upon which the options were granted. Number granted Expected volatility (%) Risk-free interest rate (%) Expected life of option (years) Exercise price (cents) Share price at grant date (cents) Fair value at grant date (cents) TTrraanncchhee 11 5,000,000 103 1.75 2.13 4.75 6.5 3.78 TTrraanncchhee 22 5,000,000 103 1.72 2.63 5.7 6.5 3.8 TTrraanncchhee 33 5,000,000 110 1.69 3.13 6.65 6.5 4.1 4,000,000 of Tranche 1 unlisted options were exercised during the year ended 30 June 2019. The remaining 11,000,000 unlisted options have a weighted average remaining contractual life of 498 days. (b) Performance Rights SShhaarree bbaasseedd ppaayymmeenntt aarrrraannggeemmeenntt dduurriinngg tthhee yyeeaarr eennddeedd 3300 JJuunnee 22002200 3,000,000 Class I Performance Rights were issued to a consultant of the Company on 11 November 2019. These Performance Rights are split into three equal tranches with the following vesting conditions: 1. Tranche 1 – 1,000,000 shall vest if the volume weighted average share price (“VWAP”) for AVZ shares on the ASX is $0.10 or higher for a period of consecutive 15 trading days. Tranche 2 – 1,000,000 shall vest if the volume weighted average share price (“VWAP”) for AVZ shares on the ASX is $0.15 or higher for a period of consecutive 15 trading days. Tranche 3 – 1,000,000 shall vest if the volume weighted average share price (“VWAP”) for AVZ shares on the ASX is $0.20 or higher for a period of consecutive 15 trading days. 2. 3. Number Issued Grant Date Exercise Price Expiry Date of Milestone Achievements Total Fair Value ($) % Vested Value per Performance Right on Grant Date ($) Class I 3,000,000 11/11/2019 Nil 11/11/2020 0.016 47,000 Nil The 3,000,000 Class I Performance Rights were valued using the underlying share price at grant date. Share based payment of $29,793 in relation to Class I Performance Rights has been expensed to statement of profit or loss and other comprehensive income over its vesting period. AVZ Minerals Limited | 62 Notes to the Consolidated Financial Statements for the year ended 30 June 2020 2244.. SShhaarree BBaasseedd PPaayymmeennttss ((CCoonnttiinnuueedd)) (b) Performance Rights (continued) SShhaarree bbaasseedd ppaayymmeenntt aarrrraannggeemmeenntt dduurriinngg tthhee yyeeaarr eennddeedd 3300 JJuunnee 22002200 ((ccoonnttiinnuueedd)) 3,000,000 Class J Performance Rights were issued to an employee of the Company on 1 November 2019. These Performance Rights are split into two equal tranches with the following vesting conditions: 1. shall vest upon delivering a positive and definitive transport route(s) for export of product to be included in the Definitive Feasibility Study – Manono Project. shall vest upon completion and delivery of a positive Definitive Feasibility Study – Manono Project. 2. Number Issued Grant Date Exercise Price Expiry Date of Milestone Achievements Underlying Share Price on Grant Date ($) Total Fair Value ($) % Vested Class J 3,000,000 1/11/2019 Nil 1/11/2022 0.046 $138,000 100% The Class J Performance Rights vested and converted into ordinary shares on 12 June 2020. Share based payment of $138,000 has been fully expensed to statement of profit or loss and other comprehensive income. 1,600,000 Class K Performance Rights were issued to employees of the Company on 12 June 2020. These Performance Rights are split into two equal tranches with the following vesting conditions: 1. 800,000 shall vest upon upon executing an offtake agreement for at least 25% of the product from the Manono Project. 800,000 shall vest upon the completion of the Manono Project financing. 2. Number Issued Grant Date Exercise Price Expiry Date of Milestone Achievements Underlying Share Price on Grant Date ($) Total Fair Value ($) % Vested Class K 1,600,000 12/06/2020 Nil 3/12/2021 0.058 $92,800 Nil Share based payment of $12,477 in relation to Class K Performance Rights has been expensed to statement of profit or loss and other comprehensive income over its vesting period at a 100% probability of meeting vesting conditions. During the year ended 30 June 2020, 27,150,000 Performance Rights vested and were converted to Ordinary Shares following the satisfaction of various vesting conditions as below: 1. 5,000,000 Class C Performance Rights vested upon the Company defining a 100Mt Measured Mineral Resource in accordance with JORC Guidelines. 17,650,000 Class E Performance Rights vested on the Company defining 150mt JORC measured indicated resource with at least 1% Li2O being delineated within the Manono Project area and the completion of a Defenitive Feasibility Study. 1,500,000 Class H Performance Rights vested upon the completion of a Defenitive Feasibility Study on Manono Project. 3,000,000 Class J Performance Rights vested upon delivering a positive and definitive transport route(s) for export of product to be included in the Definitive Feasibility Study – Manono Project and the completion of a positive Definitive Feasibility Study. 2. 3. 4. AVZ Minerals Limited | 63 Notes to the Consolidated Financial Statements for the year ended 30 June 2020 2244.. SShhaarree BBaasseedd PPaayymmeennttss ((CCoonnttiinnuueedd)) (b) Performance Rights (continued) During the year ended 30 June 2020, 22,500,000 Performance Rights lapsed/cancelled due to the following: 1. 7,500,000 Class B Performance Rights issued to Airguide International Pte Limited which vest upon execution of the first binding offtake partnership, development finance or prepayment finance agreement with an Airguide introduced party lapsed when the contract with Airguide was terminated. 10,500,000 Class D Performance Rights which vest if the 10-day VWAP for the Shares on the ASX is $0.34- $0.44 or higher for the period commencing 6 months from the date of issue lapsed when the vesting conditions were not met. 750,000 Class D Performance Rights were cancelled when an employee resigned. 750,000 Class E Performance Rights were cancelled when an employee resigned. 3,000,000 Class G Performance Rights were cancelled when an employee resigned. 2. 3. 4. 5. SShhaarree bbaasseedd ppaayymmeenntt aarrrraannggeemmeenntt ggrraanntteedd iinn pprriioorr yyeeaarrss aanndd ssttiillll iinn eexxiisstteennccee aatt 3300 JJuunnee 22002200 The remaining 3,600,000 Class D Performance Rights were granted on 6 February 2018 to employees. 4,350,000 Performance Rights were issued and they have the following vesting conditions: 1. Tranche 1 – 1,450,000 shall vest if the volume weighted average share price (“VWAP”) for AVZ shares on the ASX is $0.34 or higher for a period of consecutive 10 trading days. Tranche 2 – 1,450,000 shall vest if the volume weighted average share price (“VWAP”) for AVZ shares on the ASX is $0.40 or higher for a period of consecutive 10 trading days. Tranche 3 – 1,450,000 shall vest if the volume weighted average share price (“VWAP”) for AVZ shares on the ASX is $0.44 or higher for a period of consecutive 10 trading days. 2. 3. Number Issued Grant Date Exercise Price Expiry Date of Milestone Achievements Fair Value on Grant Date ($) Total Fair Value ($) % Vested Tranche 1 1,450,000 6 Feb-18 Tranche 2 1,450,000 6 Feb-18 Tranche 3 1,450,000 6 Feb-18 Nil Nil Nil 5-Feb-21 5-Feb-21 5-Feb-21 0.134 0.126 0.121 194,010 182,555 175,740 Nil Nil Nil 750,000 Class D Performance Rights were cancelled on 11 July 2019 when an employee resigned. Share based payment of $152,777 (2019: $139,837) in relation to Class D Performance Rights has been expensed to statement of profit or loss and other comprehensive income over its vesting period. On 30 November 2018, 35,800,000 Class E Performance Rights were granted to directors, employees and contractors of the Company, with the vesting terms as below: 1. Tranche 1 – 8,950,000 Performance Rights shall vest upon the Company defining a 150Mt measured and indicated mineral resource in accordance with the JORC Guidelines with a minimum 1% Li2O being delineated within the Manono Project area; Tranche 2 – 8,950,000 Performance Rights shall vest upon completion of a Feasibility Study on the Manono Project; Tranche 3 – 8,950,000 Performance Rights shall vest upon executing an offtake agreement for at least 25% of the product from Manono Project; and Tranche 4 – 8,950,000 Performance Rights shall vest upon the completion of the Manono Project financing. 2. 3. 4. Number Issued Grant Date Exercise Price Expiry Date of Milestone Achievements Underlying Share Price on Grant Date ($) Total Fair Value ($) % Vested Tranche 1 8,950,000 30 Nov-18 Tranche 2 8,950,000 30 Nov-18 Tranche 3 8,950,000 30 Nov-18 Tranche 4 8,950,000 30 Nov-18 Nil Nil Nil Nil 3-Dec-21 3-Dec-21 3-Dec-21 3-Dec-21 0.08 716,000 0.08 0.08 0.08 716,000 716,000 716,000 100% 100% Nil Nil AVZ Minerals Limited | 64 Notes to the Consolidated Financial Statements for the year ended 30 June 2020 2244.. SShhaarree BBaasseedd PPaayymmeennttss ((ccoonnttiinnuueedd)) (b) Performance Rights (continued) SShhaarree bbaasseedd ppaayymmeenntt aarrrraannggeemmeenntt ggrraanntteedd iinn pprriioorr yyeeaarrss aanndd ssttiillll iinn eexxiisstteennccee aatt 3300 JJuunnee 22002200 ((ccoonnttiinnuueedd)) 8,950,000 Tranche 1 Class E Performance Rights vested and converted on 11 July 2019. 750,000 of Tranche 2, 3 and 4 Performance Rights were cancelled when an employee resigned. 8,700,000 Tranche 2 Performance Rights vested and converted on 12 June 2020. The share based payments in relation to Class E Performance Rights of $1,028,965 (2019: $1,569,595) were expensed to the statement of profit or loss and other comprehensive income over its vesting period at a 100% probability of meeting vesting conditions. On 3 June 2019, 8,000,000 Class F Performance Rights were issued to a contractor of the Company, with the vesting terms as below: 1. Tranche 1 – 2,000,000 Performance Rights shall vest upon successfully converting the Manono Project licence from PR to PE and lodgement of the Bankable Feasibility Study with the DRC and Provincial Government; Tranche 2 – 2,000,000 Performance Rights shall vest on completion and acceptance of the Mining Convention by the DRC Government, ensure Manono Project licence remains in good standing with the relevant government departments, Tranche 3 – 4,000,000 Performance Rights shall vest upon the issue of a legally binding exoneration on corporate and regional tax and import duty on major capital items for a period of 3 years from start-up – in event that the company secures a longer period a further tranche will be awarded pro-rata, i.e. 6 years a further 2 million. 2. 3. Number Issued Grant Date Exercise Price Expiry Date of Milestone Achievements Underlying Share Price on Grant Date ($) Total Fair Value ($) % Vested Tranche 1 2,000,000 3-Jun-19 Tranche 2 2,000,000 3-Jun-19 Tranche 3 4,000,000 3-Jun-19 Nil Nil Nil 3-Jun-22 3-Jun-22 3-Jun-22 0.08 0.08 0.08 160,000 160,000 320,000 Nil Nil Nil The share based payments in relation to Class F Performance Rights of $376,004 (2019: $63,764) were expensed to the statement of profit or loss and other comprehensive income over its vesting period at a 100% probability of meeting vesting conditions. On 3 June 2019, 3,000,000 Class G Performance Rights were issued to an employee of the Company, with the vesting terms as below: 1. Tranche 1 – 1,500,000 Performance Rights shall vest upon delivering a positive and definitive transport route(s) for export of product to be included in the Definitive Feasibility Study – Manono Project and completing the 3 months probationary period; Tranche 2 – 1,500,000 Performance Rights shall vest on completion and delivery of a positive Definitive Feasibility Study – Manono Project and completing the 3 months probationary period. 2. The employee resigned in July 2019 and the Performance Rights were cancelled as a consequence. On 3 June 2019, 4,500,000 Class H Performance Rights were issued to a director of the Company, with the vesting terms as below: 1. Tranche 1 – 1,500,000 Performance Rights shall vest upon Performance Rights shall vest upon the completion of Feasibility Study on the Manono Project; Tranche 2 – 1,500,000 Performance Rights shall vest executing an offtake agreement for at least 25% of the product from the Manono Project; Tranche 3 – 1,500,000 Performance Rights shall vest upon the completion of the Manono Project financing. 2. 3. AVZ Minerals Limited | 65 Notes to the Consolidated Financial Statements for the year ended 30 June 2020 2244.. SShhaarree BBaasseedd PPaayymmeennttss ((ccoonnttiinnuueedd)) (b) Performance Rights (continued) SShhaarree bbaasseedd ppaayymmeenntt aarrrraannggeemmeenntt ggrraanntteedd iinn pprriioorr yyeeaarrss aanndd ssttiillll iinn eexxiisstteennccee aatt 3300 JJuunnee 22002200 ((ccoonnttiinnuueedd)) Number Issued Grant Date Exercise Price Expiry Date of Milestone Achievements Tranche 1 Tranche 2 Tranche 3 1,500,000 1,500,000 1,500,000 3-Jun-19 3-Jun-19 3-Jun-19 Nil Nil Nil 3-Jun-22 3-Jun-22 3-Jun-22 Underlying Share Price on Grant Date ($) 0.08 0.08 0.08 Total Fair Value ($) % Vested 120,000 120,000 120,000 100% Nil Nil 1,500,000 Tranche 1 of Class H Performance Rights vested and were converted on 12 June 2020. The share based payments in relation to Class H Performance Rights of $291,391 (2019: $27,401) were expensed to the statement of profit or loss and other comprehensive income over its vesting period at a 100% probability of meeting vesting conditions. All remaining 36,600,000 Performance Rights at 30 June 2020 have a weighted average remaining contractual life of 499 days. (c) Shares issued as share based payments During the year ended 30 June 2020, the Company settled payments for investor relation services received through the issue of ordinary shares. On 5 July 2019, the Company issued 3,000,000 shares to a supplier in lieu of cash payments for investor relation services received. The share-based payment was valued at the fair value of the services received. The shares were issued at the share price of 4.7c. Expenses of $141,000 were recognised as investor relations fees in the statement of profit or loss and other comprehensive income. There were no shares issued as share based payments for the year ended 30 June 2019. 2255.. PPaarreenntt EEnnttiittyy IInnffoorrmmaattiioonn (a) (b) (c) (d) Assets Current assets Non-current assets Total assets Liabilities Current liabilities Non-current Liabilities Total liabilities Net Assets Equity Contributed equity Accumulated losses Reserves Total equity Total comprehensive loss for the year Loss for the year Other comprehensive income for the year Total comprehensive loss for the year Company 2020 $ 2019 $ 14,024,919 71,148,634 85,173,553 8,660,943 60,933,316 69,594,259 495,691 5,848,189 6,343,880 2,349,584 5,074,286 7,423,870 78,829,673 62,170,389 103,495,333 (29,855,236) 5,189,576 78,829,673 81,097,191 (25,288,571) 6,361,769 62,170,389 (4,887,265) - (4,887,265) (4,965,669) - (4,965,669) The parent entity has not guaranteed any loans for any entity during the year. The parent entity does not have any contingent liabilities, or capital commitments. AVZ Minerals Limited | 66 Notes to the Consolidated Financial Statements for the year ended 30 June 2020 2266.. EEvveennttss OOccccuurrrriinngg aafftteerr tthhee RReeppoorrttiinngg DDaattee On 21 September 2020, AVZ announced on ASX that it has executed a Share Sale Purchase Agreement (“Agreement”) for an additional 10% equity stake in Dathcom Mining SA (“Dathcom Mining”) from its joint venture partner, Dathomir Mining Resources SARLU (“Dathomir Mining”). Under the Agreement, AVZ has paid US$500,000 to Dathomir Mining as an advance payment. The remaining US$15,000,000 will be paid to Dathomir Mining at any time within 12 months of the Agreement being executed, or as soon as AVZ secures a minimum of US$50,000,000 project financing. Should payment not be made within 12 months of executing the Agreement, AVZ will forego its US$500,000 advance payment and lose the rights to secure the additional 10% equity in the Manono Project. Alternatively, the Agreement provides for AVZ to secure a minimum 2.5% equity shareholding in Dathcom Mining and thereafter in pro rata amounts up to the maximum 10% stake during the 12-month period. Other than the abovementioned, no other matter or circumstance has arisen that has significantly affected, or may significantly affect:    the Group’s operations in future financial years, or the results of those operations in future financial years, or the Group’s state of affairs in future financial years. The impact of the Coronavirus (COVID-19) pandemic is ongoing and while it has been financially positive for the consolidated entity up to 30 June 2020, it is not practicable to estimate the potential impact, positive or negative, after the reporting date. The situation is rapidly developing and is dependent on measures imposed by the Australian Government and other countries, such as maintaining social distancing requirements, quarantine, travel restrictions and any economic stimulus that may be provided. AVZ Minerals Limited | 67 Directors’ Declaration In the directors’ opinion: (a) (b) (c) (d) the financial statements and notes set out on pages 36 to 67 are in accordance with the Corporations Act 2001, including: (i) complying with Accounting Standards, the Corporations Regulations 2001 and other mandatory professional reporting requirements; and (ii) giving a true and fair view of the Group’s financial position as at 30 June 2020 and of its performance for the financial year ended on that date; and the audited remuneration disclosures set out on pages 27 to 32 of the directors’ report comply with section 300A of the Corporations Act 2001; and at the date of this declaration, there are reasonable grounds to believe that the Company will be able to pay its debts as and when they become due and payable; and the financial statements and notes thereto are in accordance with International Financial Reporting Standards issued by the International Accounting Standards Board. The directors have been given the declarations required by section 295A of the Corporations Act 2001. This declaration is made in accordance with a resolution of the Board of Directors. NNiiggeell FFeerrgguussoonn MMaannaaggiinngg DDiirreeccttoorr Perth, Western Australia AVZ Minerals Limited | 68 Independent Auditor’s Report AVZ Minerals Limited | 69 Independent Auditor’s Report AVZ Minerals Limited | 70 Independent Auditor’s Report AVZ Minerals Limited | 71 Independent Auditor’s Report AVZ Minerals Limited | 72 Independent Auditor’s Report AVZ Minerals Limited | 73 Independent Auditor’s Report AVZ Minerals Limited | 74 ASX Additional Information SShhaarreehhoollddiinngg The distribution of members and their holdings of equity securities in the holding company as at 2 October 2020 is as follows: Number Held 1- 1,000 1,001 - 5,000 5,001 - 10,000 10,001 - 100,000 100,001 and over TToottaall Number of Holders Number of Shares Fully Paid Ordinary Shares 100 285 1,055 4,615 2,230 88,,228855 5,994 955,346 9,416,777 182,933,167 2,645,187,224 22,,883388,,449988,,550088 Holders of less than a marketable parcel: 527 with a total of 1,898,207 shares amounting to 0.07% of the Issued Capital. TTwweennttyy LLaarrggeesstt SShhaarreehhoollddeerrss The names of the twenty largest ordinary fully paid shareholders are as follows: Shareholder Number % Yibin Tianyi Lithium Industry Co Ltd J P Morgan Nominees Australia Pty Limited Huayou International Mining (Hongkong) Limited Lithium Plus Pty Ltd Citicorp Nominees Pty Limited Bnp Paribas Nominees Pty Ltd Hsbc Custody Nominees (Australia) Limited Ridgeback Holdings Pty Ltd Mr Kevin Griffiths Mrs Liyun Huang Hsbc Custody Nominees (Aus) Ltd Smartequity Eis Pty Ltd Mr Kai Guo Stecol Consulting Pty Ltd Top Class Holdings Pty Ltd Bnp Paribas Noms Pty Ltd Mr John H Manson & Mrs Karen A M Manson Mr Darren Jeffery Hargreaves Mr Phillip Rich Jeremy James Dunlop TToottaall SSuubbssttaannttiiaall SShhaarreehhoollddeerrss The names of the substantial shareholders: Shareholder Yibin Tianyi Lithium Industry Co Ltd Huayou International Mining (Hongkong) Limited OOnn--MMaarrkkeett BBuuyy--BBaacckk There is no current on-market buy-back. 237,500,000 232,429,922 216,615,790 118,947,369 76,023,063 53,266,838 48,640,649 37,478,070 27,122,200 23,409,000 22,390,216 22,150,000 21,996,788 20,800,000 16,400,000 13,160,995 13,070,000 13,000,000 10,423,141 9,660,000 8.37% 8.19% 7.63% 4.19% 2.68% 1.88% 1.71% 1.32% 0.96% 0.82% 0.79% 0.78% 0.77% 0.73% 0.58% 0.46% 0.46% 0.46% 0.37% 0.34% 11,,223344,,448844,,004411 4433..4499%% Number % 237,500,000 216,615,790 8.37% 7.63% AVZ Minerals Limited | 75 ASX Additional Information RReessttrriicctteedd SSeeccuurriittiieess There are no restricted ordinary shares in escrow. UUnnqquuootteedd eeqquuiittyy sseeccuurriittiieess –– OOppttiioonnss Unlisted options exercisable at $0.0475 expiring on, or before 5 March 2021 Unlisted options exercisable at $0.057 expiring on, or before 5 September 2021 Unlisted options exercisable at $0.0665 expiring on, or before 5 March 2022 Unlisted options exercisable at $0.06 expiring on, or before 8 April 2022 UUnnqquuootteedd eeqquuiittyy sseeccuurriittiieess –– ppeerrffoorrmmaannccee rriigghhttss Performance rights expiring 5 February 2021 Performance rights expiring 3 December 2021 Performance rights expiring 2 June 2022 Performance rights expiring 3 December 2021 Performance rights expiring 11 November 2020 Performance rights expiring 3 December 2021 NNuummbbeerr oonn iissssuuee 1,000,000 5,000,000 5,000,000 120,000,002 NNuummbbeerr ooff hhoollddeerrss 1 2 2 5 NNuummbbeerr oonn iissssuuee 3,600,000 17,400,000 8,000,000 3,000,000 3,000,000 1,600,000 NNuummbbeerr ooff hhoollddeerrss 2 8 1 1 1 2 VVoottiinngg RRiigghhttss The voting rights attaching to each class of equity securities are set out below: (i) Ordinary Shares On a show of hands every member present at a meeting in person or by proxy shall have one vote and upon a poll each share shall have one vote. (ii) Performance Rights and Unlisted Options These securities have no voting rights. CCoorrppoorraattee GGoovveerrnnaannccee The Board of AVZ Minerals Limited is committed to Corporate Governance. The Board is responsible to its Shareholders for the performance of the Company and seeks to communicate with Shareholders. In accordance with ASX Listing Rule 4.10.3, the Company has elected to disclose its Corporate Governance policies and its compliance with them on its website, rather than in the Annual Report. Accordingly, information about the Company's Corporate Governance practices is set out on the Company's website at hhttttppss::////aavvzzmmiinneerraallss..ccoomm..aauu//ccoorrppoorraattee--ggoovveerrnnaannccee. AApppplliiccaattiioonn ooff FFuunnddss During the financial year, AVZ Minerals Limited confirms that it has used its cash and assets (in a form readily convertible to cash) in a manner which is consistent with the Company’s business objectives. IInnffoorrmmaattiioonn rreeqquuiirreedd uunnddeerr AASSXX LLiissttiinngg RRuullee 55..33..33 LLiisstt ooff ccuurrrreenntt mmiinniinngg aanndd eexxpplloorraattiioonn tteenneemmeennttss:: Country / Project DRC – Manono Project Tenement PR 13359 DRC – Manono Extension Project PR 4029, PR 4030 Interest Status 60%* 100% Granted Granted *Upon completion of the acquisition of a further 15% from Dathomir Mining Resources SARL, AVZ Minerals Limited will hold 75% interest in the Project. AVZ Minerals Limited | 76 AVZ Minerals Limited | 77 AVZ Minerals Limited | 78

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