Helix Energy Solutions Group
Annual Report 2004

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- 1 - 1 2 4 4 5 11 19 24 Corporate Directory Corporate Review Review of Operations Introduction Review of Projects Corporate Governance Directors’ Report Independent Audit Report Directors’ Declaration Statement of Financial Position Statement of Financial Performance Statement of Cashflows Notes to the Financial Statements Shareholding Information Tenement Schedule 26 27 28 29 30 53 55 Directors Dr. G. Michael Folie Chairman Robert W Mosig Anthony R Martin Ian K Macpherson Bryce E Wauchope Managing Director Executive Director Non Executive Director Non Executive Director Company Secretary Riccardo E Vittino Head and Registered Office Level 3, 24 Kings Park Road West Perth Western Australia 6005 PO Box 825 West Perth Western Australia 6872 +61 8 9321 2644 Telephone: +61 8 9321 6909 Facsimilie: helix@helix.net.au Email: http://helix.net.au Website: H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 2 - Dear Shareholder, We are pleased to present the Annual Report of the Company for the year 2004. Whilst the year has been a positive one overall for the Company, it has also produced its share of challenges. In February, in conjunction with the first JORC compliant ore resource estimation, we announced the acquisition of full ownership of the Tunkillia Gold Project and the commencement of the Tunkillia Gold Project Feasibility Study in the Gawler Craton region of South Australia. However, later in the year, a setback to the early completion of the Feasibility Study (including further exploration) occurred when the Company was forced to suspend all activities at Tunkillia following the under- subscribed Rights Issue offer to all shareholders. Due to the low level of cash available, the Company reassessed the work program at Tunkillia and focussed more on exploration and less on engineering. Furthermore the necessity to carry out an estimated $5.0 million of exploration to advance the project toward a Feasibility Study, contributed to this decision. In October, the Company announced that it had postponed the future development of the Tunkillia Project until such time that Helix finds a suitable joint venture partner. The current resource estimate for this exciting gold project stands at 10.5 million tonnes grading 2.2 g/t for 730,000 ounces of gold. Further activities at the Company’s Gawler Craton tenements are definitely warranted, and your Board is hopeful of an early recommencement to the unfinished work. The Company has a quality exploration portfolio. Details on the gold and nickel, copper and platinum group metals prospectivity of the Mt Venn and Narracoota projects are contained in this Annual Report. At the Mt Venn project, for instance there has been very limited exploration since the 1960’s nickel boom, yet the project area contains large thicknesses of mafic and ultramafic rocks which have the potential to contain nickel and copper sulphide accumulations as well as platinum group metals. The Company must now raise further funds as it has already begun to carry out important and innovative exploration at most of the project areas outlined in this report. We plan to address fund raising before the end of 2004 and the Board looks forward to your continued support. Against the backdrop of a major worldwide reduction in exploration, your Company is confident that it can continue to find new discoveries within Australasia. The Helix exploration team remains committed to success by new project generation which will be partially funded where possible by major mining companies who recognise the importance of the Helix contribution. On this front, I am pleased to advise that negotiations are underway to joint venture our exciting grass roots Loongana Project in the Nullarbor region of Western Australia. Full details are contained in the review of operations in this report. Exploration has always been a strong focus for the Company over its nineteen years as an Australian Stock Exchange listed junior explorer. During this time, the Company has made many important discoveries from grass roots projects which have often impacted significantly on its share price. The Company reported a loss of $4.77 million during the year, related essentially to revaluation of carry forward exploration expenditure. The cash reserves available to the Company at the time of writing are $1.3 million. In view of the limited funds available, negotiations to sell non-core asset H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 3 - projects are in progress, and their potential sale may provide additional cash as well as new share investments for the Company. As part of the new focus on exploration a detailed review of the activities of the Company was undertaken resulting in reductions in corporate overheads and salaries. In May of this year the Board appointed Dr Michael Folie as Chairman of Helix Resources. Since then the Chairman and the Managing Director have worked closely on the strategic future planning for the Company. Dr Folie’s decision not to seek shareholder ratification of his appointment at the Annual General Meeting to be held in November has been accepted with regret, and the Board acknowledges his thorough and excellent contribution. As a result of this change, Robert Mosig has been appointed the Executive Chairman and the size and content of the Company’s Board of Directors is being reviewed. On behalf of the Board, we look forward to meeting as many shareholders as possible at our Annual General Meeting on the30th November, and specifically, your Board looks forward to a commitment to make 2005 a productive and successful year. Dr G M Folie Chairman Robert W Mosig Managing Director H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 4 - INTRODUCTION During the past 12 months the company has made significant advances in its effort to develop the Tunkillia Gold Project at Lake Everard in the Gawler Craton of South Australia. By early 2004 the company had outlined a JORC resource of 730,000 oz of gold at 2.2g/t at the Area 223 prospect. A subsequent Scoping Study indicated that at a gold price of $550 per ounce about 390,000 oz of this resource was mineable at a grade of 2.4g/t by open cut methods. Based on these results the company commenced the preliminary phase of a Feasibility Study, including further resource drilling and technical studies into potential gold mining at Area 223. Progress on the Feasibility Studies slowed during the later part of the year due to lack of funds provided from an under subscribed Rights Issue. Resource Inventory Exploration during the year at other projects included further drilling at the Highway nickel laterite deposit by Heron Resources and extensive regional diamond exploration sampling by DeBeers in the Munni Munni region. Negotiations were also commenced during the year to secure a joint venture partner for the Loongana Ni, Cu, PGM prospect in the Nullarbor region of Western Australia. In addition to its well maintained exploration portfolio the Company retains a strong resource base across a selection of commodities and is well positioned to continue to take advantage of future changes in commodity prices. Project Commodity Equity Grade and Tonnage Contained Metal Lake Everard Au 100% 10.5Mt at 2.2g/t Au 730,000 oz Munni Munni PGM 100% 24.0Mt at 2.9g/t PGM + Au 2,240,000 oz Glenburgh Fifield Menzies Au PGM Ni Co Ni Co 100% 1.4Mt at 1.9g/t Au 100% 10.2Mt at 0.6g/t Pt 90,000 oz 200,000 oz 100% 2.0Mt at 0.18% Co & 0.35% Ni 3600t Co, 7000t Ni 40% 6.0Mt at 1.4% Ni & 0.11% Co 84,000t Ni, 6,600t Co H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 5 - GOLD PROJECTS RESOURCES LAKE EVERARD – GAWLER CRATON, SOUTH AUSTRALIA Helix Resources Limited – 100% The Lake Everard Gold Project is located 700 kilometres north-west of Adelaide in South Australia’s Gawler Craton. The project area of 3,250 square kilometres is comprised 2 Exploration Licences and 1 Exploration Licence application. Area 223 Resource Estimate Prior to May 2003, a resource review by AngloGold estimated that Area 223 contained approximately 220,000 oz of gold grading 2.5g/t Au. In the second half of 2003 Helix conducted a 14,000 metre infill drilling program to enhance the resource. As a result AMC Consultants calculated the first JORC resource estimate for Area 223 of 10.5 Mt grading 2.2g/t Au containing 730,000 oz. Area 223 Resource Contained Gold Classification 5.4Mt @ 2.1g/t 5.1Mt @ 2.2g/t 10.5Mt @ 2.2g/t 370,000oz 360,000oz 730,000oz (Indicated) (Inferred) (JORC) The Tunkillia gold deposit is wholly located within the Lake Everard tenement, EL2697. Helix acquired the Project in 1996 to explore for gold in Mesopoterozoic geological settings. In May 2003, Helix purchased AngloGold’s 49% joint venture interest in the Lake Everard Project and then carried out a reverse circulation drilling program. The new resource estimate was subjected to additional optimisation studies which indicated that the exploitable resource was 392,000 oz of gold with a head grade of 2.4g/t within an AUD$550 pit shell. Further studies estimated cash costs of potential production were AUD$375 per oz of gold at a stripping ratio of 7.5:1, generating an undiscounted pre-tax cash flow of $62 million. Capital costs were estimated at $25 million, producing a net positive cash flow for the project of $37 million (refer table below). Summary of Area 223 Whittle Optimisation Studies Gold Price AUD$/oz 500 550 600 Contained Gold oz 347,000 392,000 444,000 Grade Gold g/t 2.4 2.4 2.3 Strip Ratio w : o 7.4 7.5 7.9 Recovered Gold oz 319,000 362,000 408,000 Cash Cost AUD$/oz 355 375 400 Undisc Cash Flow $m 44.9 62.0 81.1 Nett positive Cash Flow $m 19.9 37.0 56.1 H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 6 - In May and June 2004 a further 24 RC holes of a planned 40 hole program were drilled into the Area 223 resource. Drilling concentrated on the poorly drilled northern end of the resource and the higher grade Area 223 South zone. The better gold intersections from the drilling program included 15m at 7.7g/t, 5m at 15.3g/t and 3m at 16.9g/t. The results confirm that Area 223 South which remains open along strike to the south has potential to provide additional high grade resource ( refer Section 110700 mN below). EXPLORATION POTENTIAL Area 223 covers approximately 5 percent of the entire Tunkillia gold-in-calcrete anomaly. Basement drilling outside of Area 223 is generally sparse, with only a limited number of targets drilled to date. Of the targets drilled, a number have returned intersections greater than 1g/t Au. Furthermore,the north-westerly trending shear zone which hosts the Area 223 resource has only been drilled on 10 RC traverses over its remaining 7.5km length along strike from the resource. Elsewhere at Tunkillia, an Induced Polarisation survey has been successful in identifying several new and untested anomalies which may represent potential areas of sulphide and gold mineralisation along strike of Area 223. Regional calcrete sampling has been completed over two thirds of the total 3,250 sq km under tenure in the Lake Everard region with basement drilling limited to the Tunkillia Anomaly. There are numerous high priority geochemical and geophysical targets still to be explored within the project area. H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 7 - FEASIBILITY STUDIES Following the appointment of personnel for the Tunkillia Feasibility Study in May 2004, the team carried out a preliminary assessment of the mining characteristics of the Area 223 resource. The aim of this initial study was to re-optimise the resource, incorporating the new drilling results completed in 2004 and open cut mining methods considered applicable to the proposed mining of Area 223. Studies completed to date indicate that the gold mineralisation at Area 223 is sufficiently continuous and robust to be mined economically at a rate of 70- 80,000 oz per annum, although some further infill drilling is required to fully quantify this based on an Indicated resource. Whilst the current project economic estimations indicate a positive cash flow of approximately $37 million at an AUD$550 gold price, there is a high capital cost requirement for the removal of the 40 to 50 metres of overburden. The total capital cost of plant, infrastructure and overburden removal would be in the order of $35 to 40 million. A longer life project would provide a better return and have lower risk. Based on the additional exploration potential highlighted by the latest drilling, the study team have recommended that the company conduct further exploration to increase the resource, thereby reducing the project risk associated with the high level of initial debt. Further exploration drilling is planned for 2005 to increase the exploitable resource at Area 223 to at least 550,000 oz. H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 8 - NARRACOOTA GOLD PROJECT – WESTERN AUSTRALIA Helix Resources Limited – 90% The Narracoota Gold Project is located in the southern part of the Peak Hill gold field north of Meekatharra in Western Australia. The project consists of three Exploration Licences which cover a series of large WNW trending structural zones that are prospective for gold mineralisation. Much of the tenement area is covered by overburden to a thickness of 5 metres. Historically, exploration in the region has concentrated on prospects outcropping within these covered areas. Technical reviews carried out by Helix indicate that the covered areas remain highly prospective for gold mineralisation of a style similar to those at the Fortnum and Peak Hill mines.which occur along the contacts between Proterozoic volcanics and sediments. The company is planning to carry out a regional geochemical program in October 2004. GLENBURGH PROJECT – WESTERN AUSTRALIA Helix Resources Limited – 100% The Glenburgh Gold Project is located 300 kilometres east of Carnarvon in the Gascoyne Region. The Project was one of Helix’s early discoveries, with significant gold mineralisation first identified in 1994 and subsequent drilling delineating a 36 square kilometre mineralised zone. Exploration for gold at Glenburgh has identified a number of high grade zones over 10 kilometres of strike-length within a large Proterozoic shear zone. In early 2003, drilling to identify the down plunge extensions at the most prospective of these zones, the Apollo Prospect, produced impressive results including 6m at 20.5g/t Au.The current resource at Apollo stands at 57,000oz grading 2.9g/t. These results indicate there is potential to increase the resource with further drilling. Earlier drilling throughout the project area had identified a number of other zones of high grade gold which are now worthy of further follow-up drilling based on the new plunge direction information obtained from the recent drilling at Apollo. Shallow vacuum drilling in 2003 immediately east of Apollo provided geochemical evidence that there may also be additional gold lodes buried beneath thin alluvial cover. Exploration at Glenburgh will continue in early 2005 addressing these new drilling targets. ISOLATED HILL PROJECT – WESTERN AUSTRALIA Helix Resources Limited – 100% The Isolated Hill Project comprises two Exploration Licences covering 393 square kilometres of greenstone belt in the Eastern Goldfields. Located 150km east of Laverton it is adjacent to the prospective Yamarna greenstone belt. Only 40% of the Isolated Hill greenstone belt has been sampled by previous tenement holders in the 1990’s. This work reported geochemical gold up to 420ppb, and outlined two significant gold in soil anomalies which are above the 10ppb level. The anomalies are 2.5km and 1.2km long respectively and have not been drill tested. Follow up work including a program of surface sampling and drill testing is planned for 2005. Further exploration will also include evaluations for nickel and PGM’s. H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 MENZIES NICKEL PROJECT – WESTERN AUSTRALIA Helix Resources Limited 40% During the year our joint venture partner, Heron Resources Ltd, solely funded 125 holes of reverse circulation drilling, covering 6.5 kilometres of strike of Walter Williams Formation. Extensive ferruginous lateritic ore was encountered. Significant intersections included, 12 metres at 1.63% Ni from 8 metres depth, 12 metres at 1.25% Ni 23 metres depth, 8 metres at 1.38% Ni 4 metres depth and 19 metres at 1.01% Ni 14 metres depth. Nickel laterite mineralisation has now been verified to exist in the Menzies Highway Project area over a strike length of some 6.5 kilometres and it has potential to make a significant contribution to the ore-feed for the Kalgoorlie Nickel Project which is to be centred at Goongarrie, some 30 kilometres to the south. - 9 - PLATINUM GROUP METALS AND NICKEL PROJECTS MUNNI MUNNI PGM PROJECT – WESTERN AUSTRALIA Helix Resources Limited – 100% Exploration and development of the Munni Munni PGM project was put on hold in late 2002 due to the dramatic slump in the palladium price. The Company is continuing to investigate the possibility of selectively mining the high grade PGM shoots within the resource. These high grade zones contain over 1.4 million oz of PGM and gold at a grade of 3.3g/t, with widths in places in excess of 5 metres. The Company maintains a positive view on the longer term future of all PGM’s and considers Munni Munni a valuable future asset. MT VENN Ni PGM PROJECT – WESTERN AUSTRALIA Helix Resources Limited – earning 80% The Mt Venn project, located east of Laverton in WA, first attracted interest to explorers during the late 1960’s nickel boom when Tasminex NL drilled a series of sulphide bearing holes on the margin of a large layered mafic/ultramafic intrusion. The project area is located within a Native Reserve and since the early 1970’s the area has been excluded from exploration. Exploration during the early 1970’s discovered a series of surface gossans associated with the magmatic sulphide horizons and analyses of these recorded up to 0.8% Ni and 1% Cu, however, no analyses for PGM’s were carried out. Drilling at Mt Venn has also been limited to one small area of the intrusion. The prominent sulphide horizons at Mt Venn offer an attractive new exploration target for nickel and PGM’s in a previously unrecognized PGM region of Western Australia. H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 10 - LOONGANA Ni PGM PROJECT Helix Resources Limited – 100% DIAMOND EXPLORATION PROJECTS WEST PILBARA JOINT VENTURE – WESTERN AUSTRALIA Helix Resources Limited – 100%, De Beers Australia Exploration Limited earning 51% During the year De Beers conducted an extensive stream sampling program over 4 of the tenements comprising the West Pilbara Joint Venture (proximal to the Munni Munni PGM project) . The sampling produced several areas which contained kimberlitic spinel and De Beers are currently conducting detailed follow-up sampling. The Loongana Project is located in Western Australia’s Eucla Basin, approximately 475 kilometres east of Kalgoorlie and 30 kilometres north of the Trans-Australia Rail Line. The Project was identified as a potential PGM/nickel exploration opportunity because of the presence of a geophysical anomaly which indicates a large layered mafic/ultramafic complex at depth. The anomaly is some 100 kilometres long and up to 15 kilometres wide, about three times the size of the Munni Munni complex. Two diamond drill holes completed at Loongana in 2002/2003 intersected cumulate gabbros, pyroxenites and dunite, confirming the geophysical interpretation of the anomaly and its prospectivity for PGM deposits. Possible exploration models include both the Bushveld style layered mafic/ultramafic hosted PGM targets and Jinchuan/Voisey’s Bay style nickel-copper-PGM style mineralisation. Helix is currently in negotiations with companies who have shown interest in joint venturing into the project for nickel exploration. H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 11 - The Company is committed to implementing the highest standards of corporate governance. In determining what those high standards should involve the Company has turned to the ASX Corporate Governance Council’s Principles of Good Corporate Governance and Best Practice Recommendations. The Company is pleased to advise that the Company’s practices are largely consistent with those ASX guidelines. As consistency with the guidelines has been a gradual process, where the Company did not have certain policies or committees recommended by the ASX Corporate Governance Council (the Council) in place during the reporting period, we have identified such policies or committees. Where the Company’s corporate governance practices do not correlate with the practices recommended by the Council, the Company does not consider that the practices are appropriate for the Company due to the size of Company operations. To illustrate where the Company has addressed each of the Council’s recommendations, the following table cross- references each recommendation with sections of this report. The table does not provide the full text of each recommendation but rather the topic covered. Details of all of the recommendations can be found on the ASX Corporate Governance Council’s website at http://www.asx.com.au/about/CorporateGovernance_AA2.shtm. Recommendation Recommendation 1.1 Functions of the Board and Management Recommendation 2.1 Independent Directors Recommendation 2.2 Independent Chairman Recommendation 2.3 Role of the Chairman and CEO Recommendation 2.4 Establishment of Nomination Committee Recommendation 2.5 Reporting on Principle 2 Recommendation 3.1 Directors’ and Key Executives’ Code of Conduct Recommendation 3.2 Company Security Trading Policy Recommendation 3.3 Reporting on Principle 3 Recommendation 4.1 Attestations by CEO and CFO Recommendation 4.2 Establishment of Audit Committee Recommendation 4.3 Structure of Audit Committee Recommendation 4.4 Audit Committee Charter Recommendation 4.5 Reporting on Principle 4 Recommendation 5.1 Policy for Compliance with Continuous Disclosure Recommendation 5.2 Reporting on Principle 5 Recommendation 6.1 Communications Strategy Recommendation 6.2 Attendance of Auditor at General Meetings Recommendation 7.1 Policies on Risk Oversight and Management Recommendation 7.2 Attestations by CEO and CFO Recommendation 7.3 Reporting on Principle 7 Recommendation 8.1 Evaluation of Board, Directors and Key Executives Recommendation 9.1 Remuneration Policies Recommendation 9.2 Establishment of Remuneration Committee Recommendation 9.3 Executive and Non-Executive Director Remuneration Recommendation 9.4 Equity-Based Executive Remuneration Recommendation 9.5 Reporting on Principle 9 Recommendation 10.1 Company Code of Conduct Section 1.1 1.2 1.2 1.2 2.3 1.2, 1.4.6, 2.3.2 and the Directors’ Report 1.1 1.4.9 1.1 and 1.4.9 1.4.11 2.1 2.1.2 2.1 2.1 1.4.4 1.4.4 1.4.8 1.4.8 2.1.3 1.4.11 2.1.3 1.4.10 2.2.4 2.2 2.2.4.1 and 2.2.4.2 2.2.4.1 2.2.2 and 2.2.4 3 H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 12 - 1. 1.1 Board of Directors Role of the Board The Board’s role is to govern the Company rather than to manage it. In governing the Company, the Directors must act in the best interests of the Company as a whole. It is the role of senior management to manage the Company in accordance with the direction and delegations of the Board and the responsibility of the Board to oversee the activities of management in carrying out these delegated duties. In carrying out its governance role, the main task of the Board is to drive the performance of the Company. The Board must also ensure that the Company complies with all of its contractual, statutory and any other legal obligations, including the requirements of any regulatory body. The Board has the final responsibility for the successful operations of the Company. To assist the Board carry our its functions, it has developed a Code of Conduct to guide the Directors, the Chief Executive Officer, the Chief Financial Officer and other key executives in the performance of their roles. 1.2 Composition of the Board To add value to the Company the Board has been formed so that it has effective composition, size and commitment to adequately discharge it responsibilities and duties. The names of the Directors and their qualifications and experience are stated in Directors’ Report along with the term of office held by each of the Directors. Directors are appointed based on the specific governance skills required by the Company and on the independence of their decision-making and judgment. The Company recognises the importance of Non-Executive Directors and the external perspective and advice that Non- Executive Directors can offer. Dr M Folie, Mr I Macpherson, and Mr B Wauchope are all Non-Executive Directors. In addition to being Non-Executive Directors, Dr M Folie, Mr I Macpherson, and Mr B Wauchope also meet the following criteria for independence adopted by the Company. An Independent Director: 1. 2. is a Non-Executive Director and: is not a substantial shareholder of the Company or an officer of, or otherwise associated directly with, a substantial shareholder of the Company; 3. within the last three years has not been employed in an executive capacity by the Company or another group member, or been a Director after ceasing to hold any such employment; 4. within the last three years has not been a principal of a material professional adviser or a material consultant to the Company or another group member. Or an employee materially associated with the service provided; 5. is not a material supplier or customer of the Company or another group member, or an officer of or otherwise associated directly or indirectly with a material supplier or customer; 6. has no material contractual relationship with the Company or other group member other than as a Director of the Company; 7. has not served on the Board for a period which could, or could reasonably be perceived to, materially interfere with the Director’s ability to act in the best interests of the Company; and 8. is free from any interest and any business or other relationship which could, or could reasonably be perceived to, materially interfere with the Director’s ability to act in the best interests of the Company. 1.3 Responsibilities of the Board In general, the Board is responsible for, and has the authority to determine, all matters relating to the policies, practices, management and operations of the Company. It is required to do all things that may be necessary to be done in order to carry out the objectives of the Company. Without intending to limit this general role of the Board, the principal functions and responsibilities of the Board include the following. 1. Leadership of the Organisation: overseeing the Company and establishing codes that reflect the values of the Company and guide the conduct of the Board. H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 13 - 2. Strategy Formulation: working with senior management to set and review the overall strategy and goals for the Company and ensuring that there are policies in place to govern the operation of the Company. 3. Overseeing Planning Activities: overseeing the development of the Company’s strategic plan and approving that plan as well as the annual and long term budgets. 4. Shareholder Liaison: ensuring effective communications with shareholders through an appropriate communications policy and promoting participation at general meetings of the Company. 5. Monitoring, Compliance and Risk Management: overseeing the Company’s risk management, compliance, control and accountability systems and monitoring and directing the financial and operational performance of the Company. 6. Company Finances: approving expenses in excess of those approved in the annual budget and approving and monitoring acquisitions, divestitures and financial and other reporting. 7. Human Resources: appointing, and, where appropriate, removing the Chief Executive Officer (CEO) and Chief Financial Officer (CFO) as well as reviewing the performance of the CEO and monitoring the performance of senior management in their implementation of the Company’s strategy. 8. Ensuring the Health, Safety and Well-Being of Employees: in conjunction with the senior management team, developing, overseeing and reviewing the effectiveness of the Company’s occupational health and safety systems to ensure the well-being of all employees. 9. Delegation of Authority: delegating appropriate powers to the CEO to ensure the effective day-to-day management of the Company and establishing and determining the powers and functions of the Committees of the Board. 1.4 Board Policies 1.4.1 Conflicts of Interest Directors must: (cid:131) (cid:131) disclose to the Board actual or potential conflicts of interest that may or might reasonably be thought to exist between the interests of the Director and the interests of any other parties in carrying out the activities of the Company; and if requested by the Board, within seven days or such further period as may be permitted, take such necessary and reasonable steps to remove any conflict of interest. If a Director cannot or is unwilling to remove a conflict of interest then the Director must, as per the Corporations Act, absent himself or herself from the room when discussion and/or voting occurs on matters about which the conflict relates. 1.4.2 Commitments Each member of the Board is committed to spending sufficient time to enable them to carry out their duties as a Director of the Company. 1.4.3 Confidentiality In accordance with legal requirements and agreed ethical standards, Directors and key executives of the Company have agreed to keep confidential, information received in the course of the exercise of their duties and will not disclose non- public information except where disclosure is authorised or legally mandated. 1.4.4 Continuous Disclosure The Board has designated the Company Secretary as the person responsible for overseeing and coordinating disclosure of information to the ASX as well as communicating with the ASX. In accordance with the ASX Listing Rules the Company immediately notifies the ASX of information: 1. concerning the Company that a reasonable person would expect to have a material effect on the price or value of the Company’s securities; and H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 14 - 2. that would, or would be likely to, influence persons who commonly invest in securities in deciding whether to acquire or dispose of the Company’s securities. Upon confirmation of receipt from the ASX, the Company posts all information disclosed in accordance with this policy on the Company’s website in an area accessible by the public. 1.4.5 Education and Induction New Directors undergo an induction process in which they are given a full briefing on the Company. Where possible, this includes meetings with key executives, tours of the premises, an induction package and presentations. Information conveyed to new Directors include: (cid:131) (cid:131) (cid:131) (cid:131) details of the roles and responsibilities of a Director; formal policies on Director appointment as well as conduct and contribution expectations; details of all relevant legal requirements; access to a copy of the Board Charter; (cid:131) Guidelines on how the Board processes function; (cid:131) (cid:131) (cid:131) (cid:131) (cid:131) details of past, recent and likely future developments relating to the Board; background information on and contact information for key people in the organisation; an analysis of the Company; a synopsis of the current strategic direction of the Company including a copy of the current strategic plan and annual budget; and a copy of the Constitution of the Company. In order to achieve continuing improvement in Board performance, all Directors are encouraged to undergo continual professional development. 1.4.6 Independent Professional Advice The Board collectively and each Director has the right to seek independent professional advice at the Company’s expense, up to specified limits, to assist them to carry out their responsibilities. 1.4.7 Related Party Transactions Related party transactions include any financial transaction between a Director and the Company and will be reported in writing to each Board meeting. Unless there is an exemption under the Corporations Act from the requirement to obtain shareholder approval for the related party transaction, the Board cannot approve the transaction. 1.4.8 Shareholder Communication The Company respects the rights of its shareholders and to facilitate the effective exercise of those rights the Company is committed to: 1. communicating effectively with shareholders through releases to the market via ASX, the Company’s website, information mailed to shareholders and the general meetings of the Company; 2. giving shareholders ready access to balanced and understandable information about the Company and corporate proposals; 3. making it easy for shareholders to participate in general meetings of the Company; and 4. requesting the external auditor to attend the annual general meeting and be available to answer shareholder questions about the conduct of the audit and the preparation and content of the auditor’s report. The Company also makes available a telephone number and email address for shareholders to make enquiries of the Company. H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 15 - 1.4.9 Trading in Company Shares The Company has a Share Trading Policy under which Directors and certain employees and their associates may only trade in the Company’s securities during the 30 days commencing immediately after each of the following (“trading window”): (cid:131) (cid:131) (cid:131) (cid:131) the release by the Company of its half-yearly results to the ASX; the release by the Company of its annual results to the ASX; the close of the general meeting of the Company; and the release by the Company of its Quarterly Reports to the ASX. In addition, consistent with the law, designated officers are prohibited from trading in the Company’s securities while in the possession of unpublished price sensitive information concerning the Company. Unpublished price sensitive information is information regarding the Company, of which the market is not aware, that a reasonable person would expect to have a material effect on the price or value of the Company’s securities. Notice of an intention to trade must be given prior to trading in the Company’s securities as well as a confirmation that the person is not in possession of any unpublished price sensitive information. The completion of any such trade by a Director must also be notified to the Company Secretary who in turn advises the ASX. 1.4.10 Performance Review/Evaluation Each year the Board conducts an evaluation of its performance. The evaluation for this and past financial years was conducted internally. The Board’s performance was measured against both qualitative and quantitative indicators. The objective of this evaluation was to identify strengths and weaknesses and provide best practice corporate governance to the Company. In future years this process may carried out by an external consultant. 1.4.11 Attestations by CEO and CFO In accordance with the Board’s policy, the CEO and the CFO made the attestations recommended by the ASX Corporate Governance Council as to the Company’s financial condition prior to the Board signing this Annual Report. 2. 2.1 Board Committees Audit Committee The Audit Committee was formed by resolution of the Board. Below is a summary of the role, composition and responsibilities of the Audit Committee. Further details are contained in the Audit Committee’s Charter. 2.1.1 Role The Audit Committee is responsible for reviewing the integrity of the Company’s financial reporting and overseeing the independence of the external auditors. 2.1.2 Composition The Audit Committee consists of two members. Members are appointed by the Board from amongst the Non-Executive Directors. The current members of the Audit Committee are Mr I Macpherson, and Mr B Wauchope. Mr B Wauchope is the Chairman of the Audit Committee The Audit Committee held two meetings throughout the year and details of attendance of the members of the Audit Committee are contained in the Directors’ Report. 2.1.3 Responsibilities The Audit Committee reviews the audited annual and half-yearly financial statements and any reports which accompany published financial statements before submission to the Board and recommends their approval. The Audit Committee also recommends to the Board the appointment of the external auditor and each year, reviews the appointment of the external auditor, their independence, the audit fee, and any questions of resignation or dismissal. The Audit Committee is also responsible for establishing policies on risk oversight and management. H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 16 - 2.2 Remuneration Committee The Remuneration Committee was formed by resolution of the Board. 2.2.1 Role The role of the Remuneration Committee is to assist the Board in fulfilling its responsibilities in respect of establishing appropriate remuneration levels and incentive policies for employees. 2.2.2 Composition Dr M Folie, Mr I Macpherson and Mr B Wauchope are the current members of the Remuneration Committee. Dr M Folie is the Chairman of the Remuneration Committee. The Remuneration Committee held one meeting throughout the year and details of attendance of the members of the Committee are contained in the Directors’ Report. 2.2.3 Responsibilities The responsibilities of the Remuneration Committee include setting policies for senior officers’ remuneration, setting the terms and conditions of employment for the Chief Executive Officer, reviewing and making recommendations to the Board on the Company’s incentive schemes and superannuation arrangements, reviewing the remuneration of both Executive and Non-Executive Directors and making recommendations to the Board on any proposed changes and undertaking an annual review of the Chief Executive Officer’s performance, including, setting with the Chief Executive Officer goals for the coming year and reviewing progress in achieving these goals. 2.2.4 Remuneration Policy The Senior Executives’ Remuneration Policy was approved by resolution of the Board in 2003 and the Non-Executive Director Remuneration Policy was also approved by resolution of the Board in 2003. 2.2.4.1 Senior Executive Remuneration Policy The Company is committed to remunerating its senior executives in a manner that is market-competitive and consistent with best practice as well as supporting the interests of shareholders. Consequently, under the Senior Executive Remuneration Policy the remuneration of senior executive may be comprised of the following: (cid:131) (cid:131) (cid:131) (cid:131) fixed salary that is determined from a review of the market and reflects core performance requirements and expectations; a performance bonus designed to reward actual achievement by the individual of performance objectives and for materially improved Company performance; participation in share/option schemes with thresholds approved by shareholders; statutory superannuation. By remunerating senior executives through performance and long-term incentive plans in addition to their fixed remuneration the Company aims to align the interests of senior executives with those of shareholders and increase Company performance. Details of the remuneration, including both monetary and non-monetary components, for each of the Executives during the year are included in the Directors’ Report. The objective behind using this remuneration structure is to drive improved Company performance and thereby increase shareholder value as well as aligning the interests of executives and shareholders. The Board may use its discretion with respect to the payment of bonuses, stock options and other incentive payments. 2.2.4.2 Non-Executive Director Remuneration Policy Non-Executive Directors are paid their fees out of the maximum aggregate amount approved by shareholders for the remuneration of Non-Executive Directors. Non-Executive Directors do not receive performance based bonuses and do not participate in equity schemes of the Company. Non-Executive Directors are entitled to statutory superannuation. H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 17 - 2.2.5 Current Director Remuneration The aggregate amount of remuneration paid to Non-Executive Directors was approved by shareholders in 1996 and is currently $150,000. Details of the remuneration received by all of the Company’s Directors are contained in the Directors’ Report. 2.3 Nomination Committee 2.3.1 Role The role of a Nomination Committee is to help achieve a structured Board that adds value to the Company by ensuring an appropriate mix of skills are present in Directors on the Board at all times. As the whole Board only consists of five members, the Company does not have a nomination committee because it would not be a more efficient mechanism than the full Board for focusing the Company on specific issues. 2.3.2 Responsibilities The responsibilities of a Nomination Committee include devising criteria for Board membership, regularly reviewing the need for various skills and experience on the Board and identifying specific individuals for nomination as Directors for review by the Board. The Nomination Committee would also oversee management succession plans including the CEO and his/her direct reports and evaluates the Board’s performance and makes recommendations for the appointment and removal of Directors. 2.3.3 Criteria for selection of Directors Directors are appointed based on the specific governance skills required by the Company. Given the size of the Company and the business that it operates, the Company aims at all times to have at least one Director with experience in the Company’s industry, appropriate to the Company’s market. In addition, Directors should have the relevant blend of personal experience in: (cid:131) (cid:131) accounting and financial management; legal skills; and (cid:131) CEO-level business experience. 3. Company Code Of Conduct As part of its commitment to recognising the legitimate interests of stakeholders, the Company has an established a Code of Conduct to guide compliance with legal and other obligations to legitimate stakeholders. These stakeholders include employees, clients, customers, government authorities, creditors and the community as whole. This Code includes the following. Responsibilities to Shareholders and the Financial Community Generally The Company complies with the spirit as well as the letter of all laws and regulations that govern shareholders’ rights. The Company has processes in place designed to ensure the truthful and factual presentation of the Company’s financial position and prepares and maintains its accounts fairly and accurately in accordance with the generally accepted accounting and financial reporting standards. Responsibilities to Clients, Customers and Consumers Each employee has an obligation to use their best efforts to deal in a fair and responsible manner with each of the Company’s clients, customers and consumers. The Company for its part is committed to providing clients, customers and consumers with fair value. Employment Practices The Company endeavours to provide a safe workplace in which there is equal opportunity for all employees at all levels of the Company. The Company does not tolerate the offering or acceptance of bribes or the misuse of Company assets or resources. H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 18 - Obligations Relative to Fair Trading and Dealing The Company aims to conduct its business fairly and to compete ethically and in accordance with relevant competition laws. The Company strives to deal fairly with the Company’s customers, suppliers, competitors and other employees and encourages it employees to strive to do the same. Responsibilities to the Community As part of the community the Company: (cid:131) (cid:131) (cid:131) is committed to conducting its business in accordance with applicable environmental laws and regulations and encourages all employees to have regard for the environment when carrying out their jobs; encourages all employees to engage in activities beneficial to their local community; and supports community charities. Responsibility to the Individual The Company is committed to keeping private information from employees, clients, customers, consumers and investors confidential and protected from uses other than those for which it was provided. Conflicts of Interest Employees and Directors must avoid conflicts as well as the appearance of conflicts between personal interests and the interests of the Company. How the Company Complies with Legislation Affecting its Operations Within Australia, the Company strives to comply with the spirit and the letter of all legislation affecting its operations. Outside Australia, the Company will abide by local laws in all countries in which it operates. Where those laws are not as stringent as the Company’s operating policies, particularly in relation to the environment, workplace practices, intellectual property and the giving of “gifts”, Company policy will prevail. How the Company Monitors and Ensures Compliance with its Code The Board, management and all employees of the Company are committed to implementing this Code of Conduct and each individual is accountable for such compliance. Disciplinary measures may be imposed for violating the Code. H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 19 - In respect of the financial year ended 30 June 2004, the Directors of Helix Resources Limited, (the parent entity), submit the financial report. In order to comply with the provisions of the Corporations Act 2001, the Director’s report as follows: DIRECTORS The following persons held office as Directors of Helix Resources Limited during or since the end of the financial period: Dr G. Michael Folie BE (Civil), DIC, MSc (Econ) PhD Non-Executive Chairman Appointed 16 April 2004 Dr Folie is currently Deputy Chairman of InterOil Corporation and Chairman of Regis Resources NL and the Institute of Public Affairs. He was previously a senior executive with Shell Australia Limited and its subsidiaries from 1979 where he was involved in all aspects of Shell’s Australian businesses, including investments in coal, alumina, gold, LNG, oil refineries and chemical plants. From1990 to 1994 Dr Folie was a director of Shell Australia, and was the Executive Director responsible for Billiton Australia activities (alumina, gold, base metals and exploration) and Shell Coal – the third largest Australian producer. From 1994, he was the founding Managing Director and CEO of ASX listed gold explorer and producer Acacia Resources Limited. Dr Folie was previously a director of the Export Finance and Insurance Corporation ("EFIC”), an arm of the Australian Federal Government from 1994 to 1997. Dr Folie has a PhD in Civil Engineering from Southampton University and an MSc in Economics from the London School of Economics. Robert W Mosig MSc, FAusIMM, FAICD Managing Director – Executive Director Appointed 1 July 1985 Mr Mosig is a Geologist with over 25 years experience in platinum group metals, gold and diamond exploration within Australasia. Anthony R Martin BSc (Hons), MAusIMM Director Exploration – Executive Director Appointed 20 July 1998 Mr Martin is a Geologist with over 15 years experience in the mining and exploration industry in Australia. Ian K Macpherson BCom, CA Non-Executive Director Appointed 26 August 1985 Mr Macpherson is a Chartered Accountant with over 20 years experience in the resources, financial and corporate advisory industries. He is a Director of Ord Group Pty Ltd, Chartered Accountants, a Non-Executive Chairman of Visiomed Limited and Preston Resources Limited and Non-Executive Director of Navigator Resources Limited and Precious Metals Australia Limited. Bryce E Wauchope FCA, FAICD Non-Executive Director Appointed 10 March 1993 Mr Wauchope has had over 45 years experience in finance, banking, mining and industrial resources sectors. Ewen W J Tyler Appointed 23 January 1996, retired 16 April 2004 PRINCIPAL ACTIVITIES The principal activity of the economic entity constituted by Helix Resources Limited and the entities it controlled during the year consisted of platinum group metals (PGM), gold and mineral exploration. There has been no significant change in the nature of these activities during the year. H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 20 - FINANCIAL RESULTS The net consolidated profit (loss) of the economic entity for the financial period, after provision for income tax was $(4,769,008),[2003: $(2,551,319)]. DIVIDENDS No dividend has been paid since the end of the previous financial year and no dividend is recommended for the current period. REVIEW OF OPERATIONS During the past 12 months the company has made significant advances in its effort to develop the Tunkillia Gold Project at Lake Everard in the Gawler Craton of South Australia. By early 2004 the company had outlined a JORC resource of 730,000 oz of gold at 2.2g/t at the Area 223 prospect. A subsequent Scoping Study indicated that at a gold price of $550 per ounce about 390,000 oz of this resource was minable at a grade of 2.4g/t by open cut methods. Based on these results the company commenced the preliminary phase of a Feasibility Study, including further resource drilling and technical studies into the mining at Area 223. In March of 2004, the Company undertook a non-renounceable rights issue to raise approximately $4.74 Million for further drilling and other activities aimed toward completing a Feasibility Study at the Tunkillia Project. The Issue was undersubscribed and by the closing date only $1.37 Million was raised. Due to a shortage of development funds the Scope of the Feasibility Study at Tunkillia was reviewed and the limited amount of funds were utilised primarily for drilling and resource assessment. During the year exploration at other projects was undertaken primarily by joint venture partners. The work included further drilling at the Highway nickel laterite deposit by Heron Resources and extensive regional diamond exploration sampling by DeBeers in the Munni Munni region. Negotiations were also commenced during the year to secure a joint venture partner for the Loongana Ni, Cu and PGM prospect in the Nullarbor region of Western Australia. In addition to its exploration portfolio the Company retains a strong resource base, as detailed below, across a selection of commodities and is well positioned to continue to take advantage of future changes in commodity prices. Resource Inventory Project Lake Everard Munni Munni Glenburgh Fifield Menzies Commodity Equity 100% 100% 100% 100% 100% 40% Au PGM Au PGM Ni Co Ni Co Grade and Tonnage 10.5Mt at 2.2g/t Au 24.0Mt at 2.9g/t PGM + Au 1.4Mt at 1.9g/t Au 10.2Mt at 0.6g/t Pt 2.0Mt at 0.18% Co & 0.35% Ni 6.0Mt at 1.4% Ni & 0.11% Co Contained Metal 730,000 oz 2,240,000 oz 90,000 oz 200,000 oz 3,600t Co, 7,000t Ni 84,000t Ni, 6,600t Co SIGNIFICANT CHANGES IN STATE OF AFFAIRS In the opinion of the Directors, other than that disclosed elsewhere in this Report, there were no significant changes in the state of affairs of the economic entity that occurred during the period under review. SUBSEQUENT EVENTS In August the Company suspended work on the Feasibility Studies on the Tunkillia Gold Project due to a shortage of funds. The Project remains a valuable asset in the Company’s portfolio and ways of exploiting its value will be assessed by the Company’s Board and Management. H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 21 - There has not been any other matter or circumstance, other than that referred to in the financial statements or notes thereto, that has arisen since the end of the financial year, that has significantly affected, or may significantly affect, the operations of the consolidated entity, the results of those operations, or the state of affairs of the consolidated entity in future financial years. FUTURE DEVELOPMENTS The Company has decided that it will be implementing a new strategy of returning to a stronger exploration focus with immediate effect. As a corollary of that decision a detailed review of costs and Board and Management structure is underway. Disclosure of any further information has not been included in this report because, in the reasonable opinion of the Directors, to do so would be likely to prejudice the business activities of the economic entity. DIRECTORS’ AND EXECUTIVES’ REMUNERATION The Company’s Executive Officers’ remuneration policy is set to ensure that remuneration packages properly reflect the duties and responsibilities of the senior executives and are sufficient to attract, retain and motivate personnel of the requisite quality. The policy is administered by the Remuneration Committee, which is composed of Non-executive Directors. Non-executive Directors are remunerated by fees determined by the Board within the aggregate Directors’ fee pool limit of $150,000 approved by shareholders in April 1996. The pool limit is not at present fully utilised. In setting the fees, account is taken of the responsibilities inherent in the stewardship of the Company and the demands made of Directors in the discharge of their responsibilities. Advice is taken from independent consultancy sources to ensure remuneration accords with market practice. Remuneration packages contain the following key elements: a) Primary benefits – salary / fees and performance bases bonuses; b) Post employment benefits – prescribed retirement benefit; c) Equity – share options granted under the executive share option plan as disclosed in note 26 to the financial statements. The following table discloses the remuneration of the directors and executives of the company: 2004 Salary & Fees Primary Performance Based Payments Post Employment Non- Monetary Superan nuation Prescrib ed benefits Other - Retirement Benefits Equity Options $ $ $ $ $ $ $ Directors E W J Tyler Dr G M Folie R W Mosig A R Martin I K Macpherson B E Wauchope Total Executives R E Vittino Total 40,125 11,223 230,308 131,981 30,094 27,094 470,825 127,154 127,154 - - 56,250 35,625 - - 91,875 33,750 33,750 - - - - - - - - - - 1,110 12,000 10,519 - 3,000 26,629 12,000 12,000 - - - - - - - - - 156,933 - - - - - 156,933 - - 53,228 26,614 - - 79,842 - - 26,614 26,614 Other benefits $ - - - - - - - - - Total $ 197,058 12,333 351,786 204,739 30,094 30,094 826,104 199,518 199,518 H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 22 - DIRECTORS’ AND EXECUTIVES’ SHARE OPTIONS In accordance with the provisions of the Employee Share Option Plan, executives and employees are entitled to subscribe for ordinary shares on the terms agreed to by the Shareholders at a meeting held on 10 November 2003 in respect of the 2009 options. At the date of this report directors and executives are entitled to purchase an aggregate of 3,450,000 ordinary shares of Helix Resources Limited according to the following terms: Directors and Executives Number of Executive Options Held Issuing Entity Exercise Price Expiry Date Number of ordinary shares under option Robert W Mosig Anthony R Martin Riccardo E Vittino 533,333 533,334 533,333 316,668 316,666 316,666 300,001 300,000 299,999 Helix Resources Limited Helix Resources Limited Helix Resources Limited $0.42 $0.46 $0.50 29.03.2009 29.03.2009 29.03.2009 Helix Resources Limited Helix Resources Limited Helix Resources Limited $0.42 $0.46 $0.50 29.03.2009 29.03.2009 29.03.2009 Helix Resources Limited $0.42 29.03.2009 Helix Resources Limited Helix Resources Limited $0.46 $0.50 29.03.2009 29.03.2009 533,333 533,334 533,333 316,668 316,666 316,666 300,001 300,000 299,999 EXECUTIVE SHARE OPTION PLAN 2,200,000 Equity Options were issued to the Management Team comprising of Messrs R Mosig, A Martin and R Vittino after shareholder approval was received at the Company’s 2003 Annual General Meeting. No options were exercised during the financial year. The fair value attributed to the Equity Options in the disclosure of Directors and Executives’ remuneration has been calculated using the Black Scholes Model. No cash has been paid to the individuals. The value of the Options would only be realised if and when the market price of Helix shares, as quoted by the Australian Stock Exchange, rises above the Exercise Price of the options. Refer Notes 17 and 18. DIRECTORS’ SHAREHOLDINGS Director R W Mosig Dr G M Folie A R Martin I K Macpherson** B E Wauchope** * ** *Fully Paid Ordinary Shares 2,484,846 - 262,095 267,667 962,449 Listed Options Staff Options 857,516 - 85,538 182,002 120,306 1,600,000 - 950,000 - - Directors’ interests in ordinary shares of the parent entity are shown at the date of this Directors’ Report. Member of the Audit Committee OFFICERS’ INDEMNITY AND INSURANCE During the year the Company paid an insurance premium to insure the Directors and Officers of the Company and related bodies corporate. The Officers of the Company covered by the insurance policy include the Directors named in this report. The Directors’ and Officers’ Liability insurance provides cover against all costs and expenses that may be incurred in defending civil or criminal proceedings that fall within the scope of the indemnity and that may be brought against the officers in their capacity as officers of the Company or a related body corporate. The insurance policy does not contain details of the premium paid in respect of individual officers of the Company. Disclosure of the nature of the liability cover and the amount of the premium is subject to a confidentiality clause under the insurance policy. H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 23 - The Company has entered into an agreement with the Directors and Officers to indemnify them against any claim and related expenses, which arise as a result of work completed in their respective capacities. The Company has not otherwise, during or since the financial year indemnified or agreed to indemnify an officer or auditor of the Company or of any related body corporate against a liability incurred as such an officer or auditor. ENVIRONMENTAL REGULATIONS The economic entity is subject to environmental regulations under laws of the Commonwealth and State. The economic entity has a policy of complying with its environmental performance obligations and at the date of this report, is not aware of any breach of such regulations. MEETINGS OF DIRECTORS The number of meetings held during the year by Company Directors (including meetings of committees of Directors) and the number of those meetings attended by each Director was: Board of Directors’ Meetings Remuneration Committee Meetings Audit Committee Meetings Held* Attended Held* Attended Held Attended Dr G M Folie E W J Tyler R W Mosig A R Martin I K Macpherson B E Wauchope 2 6 7 7 7 7 2 6 7 7 6 7 - 1 - - 1 1 - 1 - - 1 1 - - - - 1 1 - - - - 1 1 * Reflects the number of meetings held during the time that the Director held office during the year. Dated at Perth this 30th day of September 2004. This report is made and signed in accordance with a resolution of Directors made pursuant to s.298(2) of the Corporations Act 2001. On behalf of the Directors Robert W Mosig Managing Director H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 24 - H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 25 - H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 26 - The Directors declare that: a) b) c) d) The attached financial statements and notes thereto comply with Accounting Standards; The attached financial statements and notes thereto give a true and fair view of the financial position and performance of the Company and the consolidated entity; In the Directors’ opinion, the attached financial statements and notes thereto are in accordance with the Corporations Act 2001; and In the Directors’ opinion, there are reasonable grounds to believe that the Company will be able to pay its debts as and when they become due and payable. Signed in accordance with a resolution of the Directors made pursuant to s.295(5) of the Corporations Act 2001. On behalf of the Directors Robert W Mosig Managing Director Signed at Perth this 30th day of September 2004 H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 27 - Current Assets Cash assets Receivables Other Note 2 3,4 5 CONSOLIDATED COMPANY 2004 $ 2003 $ 2004 $ 2003 $ 1,634,457 156,058 56,536 2,377,662 1,022,506 53,422 1,634,455 156,058 56,536 2,377,660 1,022,506 53,422 Total Current Assets 1,847,051 3,453,590 1,847,049 3,453,588 Non-Current Assets Other financial assets Property, plant & equipment Mineral interests Other Total Non-Current Assets Total Assets Current Liabilities Payables Provisions Total Current Liabilities Non Current Liabilities Provisions Total Non Current Liabilities Total Liabilities Net Assets Equity Contributed Equity Reserves Accumulated Losses Total Equity 4 6 7 5 8 9 9 163,391 223,725 10,425,408 364,465 937,283 190,565 10,423,932 348,445 164,316 223,725 10,425,408 364,465 938,208 190,565 10,423,932 348,445 11,176,989 11,900,225 11,177,914 11,901,150 13,024,040 15,353,815 13,024,963 15,354,738 159,252 59,313 218,565 212,516 212,516 431,081 170,381 50,175 220,556 364,658 364,658 585,214 159,252 59,313 218,565 212,516 212,516 431,081 170,381 50,175 220,556 364,658 364,658 585,214 12,592,959 14,768,601 12,593,882 14,769,524 10 11 12 41,611,571 - (29,018,612) 39,018,205 190,606 (24,440,210) 41,611,571 - (29,017,689) 39,018,205 490,606 (24,739,287) 12,592,959 14,768,601 12,593,882 14,769,524 Notes to the financial statements are included on pages 30 to 52 H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 28 - Revenue from operating activities Proceeds from sale of investments Write down of investments Depreciation Exploration and evaluation expenditure recoverable amount adjustment Legal Expenses and Professional Services Consultancy fees Public Relations expenses Travel and Accommodation expenses Rental expenses Employee benefits expense Directors’ Fees Written Down Value of Investments disposed Other expenses from ordinary activities Loss Attributable to Members of the Parent Entity Income tax expense relating to ordinary activities Net Profit (Loss) /Total Changes in Equity Other than those Resulting from Transactions with Owners as Owners Earnings / (Loss) per share Basic (cents per share) Diluted (cents per share) Note 13 13 12 19 21 21 CONSOLIDATED COMPANY 2004 $ 124,801 1,928,351 (111,000) (51,270) (4,533,390) (141,015) (126,275) (74,438) (139,391) (47,217) (557,874) (112,646) 2003 $ 257,060 1,759,507 (282,608) (47,251) (979,278) (167,215) (112,641) (35,902) (139,106) (69,194) (497,077) (126,394) 2004 $ 124,801 1,928,351 (111,000) (37,682) (4,533,390) (141,015) (126,275) (74,438) (139,391) (47,217) (557,874) (112,646) 2003 $ 257,060 1,759,507 (282,608) (47,251) (979,278) (167,215) (112,641) (35,902) (139,106) (69,194) (497,077) (126,394) (749,852) (1,962,780) (749,852) (1,962,780) (177,792) (148,440) (191,380) (148,440) (4,769,008) (2,551,319) (4,769,008) (2,551,319) - - - - (4,769,008) (2,551,319) (4,769,008) (2,551,319) (8.28) (8.28) (5.0) (5.0) Notes to the financial statements are included on pages 30 to 52 H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 29 - Not e 2(b) Cash Flow From Operating Activities Payments to suppliers and employees Interest received Other receipts Net cash used in operating activities Cash Flow From Investing Activities Payments for capitalised exploration & evaluation expenditure Payment for property, plant & equipment Payments for shares – listed companies Proceeds from sale of shares Proceeds/(Payments) for security deposits Proceeds/(Payments) for bills of exchange Net cash provide by/(used in) investing activities Cash Flow From Financing Activities Proceeds from issue of shares/options Net cash provided by Financing Activities CONSOLIDATED COMPANY 2004 $ 2003 $ 2004 $ 2003 $ (1,662,717) 114,307 10,494 (1,537,916) (1,546,309) 245,912 34,107 (1,266,290) (1,662,717) 114,307 10,494 (1,537,916) (1,546,309) 245,912 34,107 (1,266,290) (4,252,865) (2,307,557) (4,252,865) (2,307,557) (85,896) (9,041) (85,896) (9,041) (86,130) 1,928,351 - 1,759,507 (86,130) 1,928,351 - 1,759,507 (16,020) (14,478) (16,020) (14,478) 995,905 3,548,560 995,905 3,548,560 (1,516,655) 2,976,991 (1,516,655) 2,976,991 2,311,366 2,311,366 128,605 128,605 2,311,366 2,311,366 128,605 128,605 Net increase/(decrease) in cash held (743,205) 1,839,306 (743,205) 1,839,306 Cash at beginning of financial year 2,377,662 538,356 2,377,660 538,354 Cash at End of Financial Year 2(a) 1,634,457 2,377,662 1,634,455 2,377,660 Notes to the financial statements are included on pages 30 to 52 H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 30 - 1. SUMMARY OF ACCOUNTING POLICIES Financial Reporting Framework The financial report is a general-purpose financial report that has been prepared in accordance with the Corporations Act 2001, applicable Accounting Standards and Urgent Issues Group Consensus Views, and complies with other requirements of the law. The financial report has been prepared on the basis of historical cost and except where stated, does not take into account changing money values or current valuations of non-current valuations of non-current assets. Cost is based on the fair values of the consideration given in exchange for assets. Significant Accounting Policies Accounting policies are selected and applied in a manner, which ensure that the resulting financial information satisfied the concepts of relevance and reliability, thereby ensuring that the substance of the underlying transactions or other events is reported. The following significant accounting policies have been adopted in the preparation and presentation of the financial report. a) Going Concern The Directors have prepared the financial statements on a going concern basis, which contemplates continuity of normal business activities and the realisation of assets and extinguishment of liabilities in the ordinary course of business. The Company is required to raise additional capital in order to fund its planned exploration program and to commercialise its tenement assets. The Company manages its exploration, development and overhead expenditures in line with the funding available to the Company. The Directors believe the going concern basis of accounting is appropriate as the Company has a successful track record in raising capital and believe they will be able to obtain further funding to commercialise the tenement assets in the form currently envisaged. b) Principles of Consolidation The consolidated financial statements are prepared by combining the financial statements of all the entities that comprise the economic entity, being the Company (the parent entity) and its controlled entities as defined in accounting standard AASB 1024 “Consolidated Accounts”. A list of controlled entities appears in note 4 to the financial statements. Consistent accounting policies are employed in the preparation and presentation of the consolidated financial statements. The consolidated financial statements include the information and results of each controlled entity from the date on which the Company obtains control and until such time as the Company ceases to control such entity. In preparing the consolidated financial statements, all intercompany balances and transactions, and unrealised profits arising within the economic entity are eliminated in full. c) Income Tax Tax-effect accounting principles are adopted whereby the income tax expense shown in the statement of financial performance is based on the pre-tax accounting profit adjusted for any permanent differences. Timing differences, which arise due to the different accounting periods in which items of revenue and expense are included in the determination of pre-tax accounting profit and taxable income, are brought to account as either a provision for deferred income tax, or an asset described as future income tax benefit at the rate of income tax applicable to the period in H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 31 - which the benefit will be received, or the liability will become payable. The net future income tax benefit relating to tax losses and timing differences is not carried forward as an asset unless the benefit is virtually certain of being realised. d) Property, Plant and Equipment Property, plant and equipment is stated at cost and is depreciated at rates based upon their expected useful lives to the economic entity. The carrying amount of property, plant and equipment is reviewed annually by Directors to ensure it is not in excess of the recoverable amount from these assets. Expected net cash flows have not been discounted in determining recoverable amount. The depreciation rates used for each class of depreciable assets are: Plant and equipment Motor Vehicles Straight line Diminishing value Diminishing value 10% - 33% 20% - 40% 22.5% e) Exploration, Evaluation and Development Expenditure Exploration, evaluation and development expenditure incurred is accumulated in respect of each identifiable area of interest. These costs are only carried forward to the extent that they are expected to be recouped through the successful development of the area, or where activities in the area have not yet reached a stage, which permits reasonable assessment of the existence of economically recoverable reserves. When production commences, the accumulated costs for the relevant area of interest are amortised over the life of the area according to the rate of depletion of the economically recoverable reserves. Any costs of site restoration are provided for during the relevant production stages and included in the costs of that stage. 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 and costs are written down to the extent they are not considered recoverable. f) Leases Lease payments for operating leases where substantially all the risks and benefits remain with the lessor are charged as expenses in the periods in which they are incurred. g) Investments Investments in controlled entities are held at cost. Other investments are valued at cost or recoverable amount. The carrying amount of investments is reviewed annually by Directors to ensure it is not in excess of the recoverable amount of these investments. The recoverable amount is assessed from the shares' current market value or the underlying net assets in the particular entities. Expected net cash flows have not been discounted in determining recoverable amounts. h) Employee Benefits Provision is made for benefits accruing to employees in respect of wages and salaries, annual leave and long service leave when it is probable that settlement will be required and they are capable of being measured reliably. Provision is made in respect of wages and salaries, annual leave and other employee benefits expected to be settled within 12 months, are measured at their nominal values using the remuneration rate expected to apply at the time of settlement. Provision made in respect of long service leave which is not expected to be settled within 12 months is measured as the present value of the estimated future cash outflows to be made by the consolidated entity in respect of services provided by the employees up to reporting date. H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 32 - i) Interest in Joint Venture Operations Interest in joint venture operations, where material, are brought to account by including in the respective classifications, the economic entity's share of the individual assets employed and liabilities and expenses incurred. Details of interests in joint ventures are shown at Note 23. j) Revenue Recognition Revenue from the disposal of assets is recognised when the economic entity has passed control of the goods or other assets to the buyer. k) Accounts Payable Trade payables and other accounts payable are recognised when the economic entity becomes obliged to make future payments resulting from the purchase of goods and services. l) Receivables Other receivables are recorded at amounts due less any provision for doubtful debts. m) Goods and Services Tax Revenues, expenses and assets are recognised net of the amount of goods and services tax GST), except: i. where the amount of GST incurred is not recoverable from the taxation authority, it is recognised as part of the cost of acquisition of an asset or as part of an item of expense; or for receivables and payables which are recognised inclusive of GST. ii. The net amount of GST recoverable from, or payable to, the taxation authority is included as part of receivables or payables. Cash flows are included in the statement of cash flows on a gross basis. The GST component of cash flows arising from investing and financing activities which is recoverable from, or payable to, the taxation authority is classified as operating cash flows. n) Recoverable Amount of Non-Current Assets Non-current assets are written down to recoverable amount where the carrying value of any non-current asset exceeds recoverable amount. In determining the recoverable amount of non-current assets, the expected net cash flows have not been discounted to their present value. H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 33 - NOTES TO THE STATEMENT OF CASHFLOWS 2. a) Reconciliation of Cash For the purposes of the statement of cashflows, cash includes cash on hand and in banks, and investments in money market instruments, net of outstanding bank overdrafts. Cash at the end of the financial year as shown in the statement of cash flows is reconciled to the related items in the statement of financial position as follows: CONSOLIDATED COMPANY Cash at Bank Cash on Deposit b) Reconciliation of loss from ordinary activities after related income tax to net cash flows from operating activities Loss from Ordinary Activities after related income tax Non-cash flows in Operating Loss Depreciation Recoverable amount write-down of exploration and evaluation expenditure Net movement from revaluation of investments (Profit)/loss on sale of investments (Profit)/loss on sale of fixed assets Inherited Assets Changes in Net Assets and Liabilities (Increase)/Decrease in Assets (Increase)/decrease in other receivables (Increase)/decrease in prepayments Increase/(decrease) in Liabilities Increase/(Decrease) in trade payables Provisions employee entitlements Net Cash from Operating Activities 2004 $ (2,145) 1,636,602 1,634,457 2003 2004 $ (48,794) 2,426,456 2,377,662 $ (2,147) 2003 $ (48,796) 1,636,602 1,634,455 2,426,456 2,377,660 (4,769,008) (2,551,319) (4,769,008) (2,551,319) 51,270 47,251 51,270 47,251 4,533,390 (459,204) (608,295) 1,467 - 979,278 4,533,390 282,608 (459,204) 203,292 (608,295) 17,375 (78,114) 1,467 - 979,278 282,608 203,292 17,375 (78,114) (130,288) - (130,288) - (3,114) (5,867) (3,114) (5,867) (11,129) (143,005) (123,306) (37,488) (11,129) (143,005) (123,306) (37,488) (1,537,916) (1,266,290) (1,537,916) (1,266,290) H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 34 - c) Non-cash financing and investing activities During the financial year, the consolidated entity acquired the remaining 49% interest of the Tunkillia Gold Project from AngloGold Ltd. Terms of the acquisition comprised an issue of shares and options to the value of $282,000. This is a non- cash financing and investing activity which is not reflected in the statement of cashflows. 3. RECEIVABLES Current Other Total Current Receivables 4. OTHER FINANCIAL ASSETS Current Commercial Bills Non-Current Shares in unlisted companies – at cost Shares in controlled entities – at cost (i) Shares in companies listed on a prescribed stock exchange – at recoverable amount Shares in companies listed on a prescribed Stock Exchange at market value (i) Shares in controlled entities CONSOLIDATED COMPANY 2004 $ 2003 $ 2004 $ 2003 $ 156,058 156,058 26,601 26,601 156,058 156,058 26,601 26,601 - - 995,905 995,905 - - 995,905 995,905 55,391 55,391 55,391 55,391 - - 925 925 108,000 881,892 163,391 937,283 108,000 164,316 881,892 938,208 108,000 824,891 108,000 824,891 Name Country of Incorporation Hillview Mining NL Helix Mining Investment P/L Australia Australia 5. OTHER ASSETS Current Prepayments Total Other Assets Non-Current Security Deposits on Tenements Total Other Assets CONSOLIDATED 2003 $ 2004 $ 56,536 56,536 364,465 364,465 53,422 53,422 348,445 348,445 COMPANY Percentage Held 2004 100% 100% 2004 $ 56,536 56,536 364,465 364,465 Percentage Held 2003 100% 100% 2003 $ 53,422 53,422 348,445 348,445 H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 35 - 6. PROPERTY, PLANT AND EQUIPMENT Gross Carrying Amount Balance at 30 June 2003 Additions Disposals Balance at 30 June 2004 Accumulated Depreciation Balance at 30 June 2003 Disposals Depreciation Balance at 30 June 2004 Net Book Value 30 June 2003 30 June 2004 Gross Carrying Amount Balance at 30 June 2003 Additions Disposals Balance at 30 June 2004 Accumulated Depreciation Balance at 30 June 2003 Disposals Depreciation Balance at 30 June 2004 Net Book Value 30 June 2003 30 June 2004 CONSOLIDATED Plant & Equipment $ Motor Vehicles $ 348,511 85,897 (1,923) 432,485 189,752 (456) 44,516 233,812 158,759 198,673 50,024 - - 50,024 18,218 - 6,754 24,972 31,806 25,052 COMPANY Plant & Equipment Motor Vehicles 348,511 85,897 (1,923) 432,485 189,752 (456) 44,516 233,812 158,759 198,673 50,024 - - 50,024 18,218 - 6,754 24,972 31,806 25,052 Total $ 398,535 85,897 (1,923) 482,509 207,970 (456) 51,270 258,784 190,565 223,725 Total 398,535 85,897 (1,923) 482,509 207,970 (456) 51,270 258,784 190,565 223,725 Aggregate depreciation allocated, whether recognised as an expense or capitalised as part of the carrying amount of other assets during the year. Plant and Equipment Motor Vehicles CONSOLIDATED COMPANY 2004 $ 44,516 6,754 51,270 2003 $ 40,125 8,575 48,700 2004 $ 44,516 6,754 51,270 2003 $ 40,125 8,575 48,700 H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 36 - 7. EXPLORATION AND EVALUATION EXPENDITURE Balance at beginning of the financial year Expenditure incurred during the year Expenditure written off during the year Balance at the end of the financial year 10,423,932 4,534,866 (4,533,390) 10,425,408 9,095,654 2,307,556 (979,278) 10,423,932 10,423,932 4,534,866 (4,533,390) 10,425,408 9,095,654 2,307,556 (979,278) 10,423,932 The Directors' assessment of recoverable amount was after: consideration of prevailing market conditions; previous expenditure carried out on the tenements; and the potential for mineralisation based on both the entity's and independent geological reports. The ultimate value of these assets is dependent upon recoupment by commercial development or the sale of the whole, or part, of the economic entity's interests in those areas for an amount at least equal to the carrying value. There may exist, on the economic entity’s exploration properties, areas subject to claim under native title or containing sacred sites or sites of significance to Aboriginal people. As a result, exploration properties or areas within the tenements may be subject to exploration and mining restrictions. 8. CURRENT PAYABLES Trade payables 9. PROVISIONS Current Provision for annual leave Provision for long service leave Non Current Provision Directors’ retirement Provision for long service leave for Non-Executive 10. CONTRIBUTED EQUITY 62,866,808 Fully Paid Ordinary Shares (2003: 50,525,458) 16,437,863 (2003:12,860,310) Listed Options Balance at end of financial year CONSOLIDATED COMPANY 2004 $ 2003 $ 2004 $ 2003 $ 159,252 170,381 159,252 170,381 36,559 22,754 59,313 204,217 8,299 212,516 20,854 29,321 50,175 361,150 3,508 364,658 36,559 22,754 59,313 204,217 8,299 212,516 20,854 29,321 50,175 361,150 3,508 364,658 41,454,472 38,889,600 41,454,472 38,889,600 157,099 128,605 157,099 128,605 41,611,571 39,018,205 41,611,571 39,018,205 H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 37 - 2004 2003 No. $ No. $ Fully Paid Ordinary Shares Balance at beginning of financial year 50,525,458 38,889,600 50,525,458 38,889,600 Issue of shares to Anglogold as part consideration for purchase of Tunkillia project Shareholder Purchase Plan Exercise of Options to Fully Paid Shares Share placement through Rights Issues 1,250,000 5,162,500 250,000 826,000 424,681 112,830 5,504,169 1,376,042 - - - - - - - - Balance at end of financial year 62,866,808 41,454,472 50,525,458 38,889,600 Listed Options Balance at beginning of financial year Issue of options to Anglogold as part consideration for purchase of Tunkillia project. Options issue through Rights Issue Options conversion to Fully Paid Shares CONSOLIDATED 2004 COMPANY 2003 No. $ No. $ 12,860,310 128,605 1,250,000 32,500 - - 2,752,234 - 12,860,310 (424,681) (4,006) - - - 128,605 - 128,605 Balance at end of financial year 16,437,863 157,099 12,860,310 Fully paid ordinary shares carry one vote per share and carry the right to dividends. Listed options carry no votes until converted to fully paid ordinary shares. H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 38 - 11. RESERVES Asset Revaluation Reserve Balance at beginning of financial year to Transfer accumulated losses balance of reserve relating to assets sold Balance at end of financial year CONSOLIDATED COMPANY 2004 $ 2003 $ 2004 $ 2003 $ 190,606 258,106 490,606 558,106 (190,606) (67,500) (490,606) (67,500) 0 190,606 0 490,606 The asset revaluation reserve arises on the revaluation of non-current assets. Where a revalued asset is sold that portion of the asset revaluation reserve which relates that asset, and is effectively realised, is transferred to retained profits. 12. ACCUMULATED LOSSES Balance at beginning of financial year Transfer from Asset Revaluation Reserve Net Loss attributable to members of the parent entity Balance at end of financial year CONSOLIDATED COMPANY 2004 $ 2003 $ 2004 $ 2003 $ (24,440,210) (21,888,891) (24,739,287) (22,187,968) 190,606 - 490,606 - (4,769,008) (2,551,319) (4,769,008) (2,551,319) (29,018,612) (24,440,210) (29,017,689) (24,739,287) 13. Loss from ordinary activities before Income Tax includes the following items of revenue and expense: LOSS FROM ORDINARY ACTIVITIES a) Operating Revenue Interest Revenue Other b) Non-Operating Revenue Proceeds Investments * from Sale of * Sale of listed securities in Diamond Ventures NL CONSOLIDATED COMPANY 2004 $ 114,307 10,494 124,801 2003 $ 222,953 34,107 257,060 2004 $ 114,307 10,494 124,801 2003 $ 222,953 34,107 257,060 1,928,351 2,053,152 1,759,507 2,016,567 1,928,351 2,053,152 1,759,507 2,016,567 H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 39 - c) Expenses: Depreciation of non-current assets: Property, plant and equipment Net transfers to employee entitlement provisions Write Off of exploration and evaluation expenditure Operating lease rental expenses: Minimum lease payments 51,270 47,251 51,270 47,251 (143,004) (37,488) (143,004) (37,488) 4,533,390 979,278 4,533,390 979,278 47,217 69,194 47,217 69,194 14. Sales of assets in the ordinary course of business have given rise to the following profits / (losses): SALE OF ASSETS NET PROFITS / LOSSES Property, plant and equipment Investments 15. a) COMMITMENTS Operating Lease Commitments Not later than 1 year Later than 1 year but not later than 2 years Later than 2 years but not later than 5 years (1,467) 1,178,499 (17,375) (203,292) (1,467) 1,178,499 (17,375) (203,292) 1,177,032 (220,667) 1,177,032 (220,667) 129,420 129,420 129,420 129,420 64,710 129,420 64,710 129,420 - 194,130 66,710 325,550 - 194,130 66,710 325,550 The term of the Operating Lease in existence over the Company’s head office was for an initial period of six years. As at balance date there was a balance of one and a half years remaining. b) Exploration Expenditure The economic entity has certain statutory obligations to perform minimum exploration work on its tenements to the value of $2,143,686 (2003: $4,241,920) in the next twelve months. These obligations may be varied from time to time, subject to approval, and are expected to be fulfilled in the normal course of operations of the economic entity. H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 40 - 16. DIRECTORS AND EXECUTIVES’ REMUNERATION The specified Directors of Helix Resources Limited during the year were: • E W J Tyler (Chairman), retired 16.4.04 • Dr G M Folie (Chairman), appointed 16.4.04 • R W Mosig (Managing Director) • A R Martin (Executive) • I K Macpherson (Non-executive) • B E Wauchope (Non-executive) The specified Executives of Helix Resources Limited during the year were: • R E Vittino (Company Secretary and Chief Financial Officer) The Company’s Executive Officers’ remuneration policy is set to ensure that remuneration packages properly reflect the duties and responsibilities of the senior executives and are sufficient to attract, retain and motivate personnel of the requisite quality. The policy is administered by the Remuneration Committee, which is composed of Non-executive Directors. Remuneration packages are reviewed and determined with due regard to current market rates and are benchmarked against comparable industry salaries, adjusted by a performance factor to reflect changes in the performance of the company. The Executive Officers of the Company are employed under Service Agreements which have been in existence since May 1997. The Service Agreements are all identical in their contents and only differ in remuneration levels. They have a duration of twelve months and renew automatically unless terminated by either the Company by giving twelve months notice to the individual; or by the individual by giving six months notice to the Company. Non-executive Directors are remunerated by fees determined by the Board within the aggregate Directors’ fee pool limit of $150,000 approved by shareholders in April 1996. The pool limit is not at present fully utilised. In setting the fees, account is taken of the responsibilities inherent in the stewardship of the Company and the demands made of Directors in the discharge of their responsibilities. Advice is taken from independent consultancy sources to ensure remuneration accords with market practice. Post Employment 2004 Directors E W J Tyler Dr G M Folie R W Mosig A R Martin I K Macpherson B E Wauchope Total Executives R E Vittino Total Primary Performance Based Payments $ - - (iii)56,250 (iii)35,625 - - 91,875 Salary & Fees $ 40,125 11,223 230,308 131,981 30,094 27,094 470,825 127,154 127,154 (iii)33,750 33,750 Non- Monetary $ Superann uation Prescribed benefits $ $ - - - - - - - - - - 1,110 12,000 10,519 - 3,000 26,629 12,000 12,000 - - - - - - - - - Other - Retirement benefits $ (i)156,933 - - - - - 156,933 Equity Options $ - - (ii)53,228 (ii)26,614 - - 79,842 - - (ii)26,614 26,614 Other benefits $ - - - - - - - - - Total $ 197,058 12,333 351,786 204,739 30,094 30,094 826,104 199,518 199,518 (i) Mr E W J Tyler received an Eligible Termination Payment of $156,933 upon his retirement on 16.4.04. H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 41 - (ii) Equity Options were issued to the Management Team comprising of Messrs R Mosig, A Martin and R Vittino after shareholder approval was received at the Company’s 2003 Annual General Meeting. The value attributed to the Equity Option has been calculated using the Black Scholes Model. No cash has been paid to the individuals. The value of the Options will only be realised if and when the market price of Helix shares, as quoted by the Australian Stock Exchange, rises above the Exercise Price of the options. Further details of the options are contained in note 17 to the financial statements. (iii) Messrs R Mosig, A Martin and R Vittino were granted a performance based payment during the year. The payments were made in recognition for achievements during the year and were not related to specific targets being met or formed part of employment contracts. Details of the payments are listed below: • Granted on 16 April 2004; • The payments were cash and taxed accordingly; and • The service and performance criteria used to determine the amount of the payments was reviewed by the remuneration committee of the Company and included the acquisition of remaining 50% interest in Gawler Craton JV from AngloGold for $1.5 million; the completion of a Scoping Study on Area 223 with the results showing an undiscounted pre-tax cash surplus of over $62 million before capital costs at an AUD$550 gold price; as well as Corporate achievements. 17. EXECUTIVE SHARE OPTION PLAN As at 30 June 2004 the Company had issued 3,450,000 share options (30 June 2003 3,450,000). Share options carry no rights to dividends and no voting rights. The difference between the total market value of options issued during the financial year, at the date of issue, and the total amount received from executives and employees is not recognised in the financial statements except for the purposes of determining directors’ and executives’ remuneration in respect of that financial year. The amounts are disclosed in remuneration in respect of the financial year in which the entitlement was earned. :Further details are disclosed below Executive Share Option Plan Balance at beginning of financial year (i) Cancelled during the financial year (ii) Granted during the financial year (iii) Exercised during the financial year (iv) Balance at end of financial year (v) (i) Balance at beginning of financial year 2004 2003 No. 3,450,000 (2,200,000) 2,200,000 - 3,450,000 No. 3,450,000 - - - 3,450,000 Options - Series No. Grant Date Expiry Date Exercise Price Issued 26 May 1999 Issued 26 May 1999 Issued 26 May 1999 Issued 24 May 2001 Issued 24 May 2001 Issued 24 May 2001 416,665 416,667 416,668 733,335 733,333 733,332 3,450,000 26/5/99 26/5/99 26/5/99 24/5/01 24/5/01 24/5/01 29/3/09 29/3/09 29/3/09 14/5/05 14/5/05 14/5/05 $ $0.42 $0.46 $0.50 $0.80 $1.00 $1.20 H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 42 - (ii) Cancelled during the financial year pursuant to shareholder approval at 2003 Annual General Meeting Options - Series No. Grant Date Expiry Date Exercise Price Issued 24 May 2001 Issued 24 May 2001 Issued 24 May 2001 733,335 733,333 733,332 2,200,000 24/5/01 24/5/01 24/5/01 14/5/05 14/5/05 14/5/05 $ $0.80 $1.00 $1.20 (iii) Granted during the financial year pursuant to shareholder approval at 2003 Annual General Meeting Options - Series No. Grant Date Expiry Date Exercise Price First Tranche - Issued 11 Nov 2003 Second Tranche - Issued 11 Nov 2003 Third Tranche - Issued 11 Nov 2003 733,335 11/11/03 29/3/09 $0.42 733,333 11/11/03 29/3/09 733,332 2,200,000 11/11/03 29/3/09 $0.46 $0.50 Fair Value Received $ - - - In accordance with the Notice of Annual General Meeting 2003, options issued during the year ended 30 June 2004 vest at the following dates: • First tranche of options issued at $0.42 vest immediately • Second tranche of options issued at $0.46 vest 12 months from issue date • Third tranche of options issued at $0.50 vest 24 months from issue date (iv) Exercised during the financial year There were no options exercised during the financial year. Fair value of consideration received is measured as the nominal value of cash receipts on conversion. The fair value of shares at the date of their issue is measured as the market value at close of trade on the date of their issue. H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 43 - (v) Balance at end of the financial year Options – Series No. Vested No. Unvested No. Grant Date Expiry Date Exercise Price Issued 26 May 1999 Issued 26 May 1999 Issued 26 May 1999 First Tranche - Issued 11 Nov 2003 Second Tranche - Issued 11 Nov 2003 Third Tranche - Issued 11 Nov 2003 416,665 416,667 416,668 416,665 416,667 416,668 733,335 733,335 - - - - 26/5/99 26/5/99 26/5/99 29/3/09 29/3/09 29/3/09 $ $0.42 $0.46 $0.50 11/11/03 29/3/09 $0.42 733,333 733,332 3,450,000 - - 733,333 11/11/03 29/3/09 $0.46 733,332 11/11/03 29/3/09 $0.50 Employee share options carry no rights of dividends and no voting rights. The options issued on 26 May 1999 which remain on issue at the end of the financial year ended 30 June 2004 are fully vested. In accordance with the terms of the executive share option plan, options may be exercised at any time from the date of the vesting period to the date of their expiry. The difference between the total market value of options issued during a financial year, at the date of issue, and the total amount received from executives and employees is not recognised in the financial statements except for the purposes of determining directors’ and executives’ remunerations in respect of that financial year as disclosed in note 19 to the financial statements. The amounts disclosed in remuneration in respect of the financial years over which the entitlement was earned. Consideration received on the exercised of executive options is recognised in contributed equity. During the financial year no options were exercise, hence no amount was recognised in contributed equity arising from the exercise of executive options (2003: $nil). 18. RELATED PARTY AND SPECIFIED EXECUTIVES’ DISCLOSURES a) Other Transactions with Specified Directors The loss from ordinary activities before income tax includes the following items of expenses that resulted from transactions other than remuneration with specified directors or their personally-related entities. Transactions between related parties are on normal commercial terms and conditions unless otherwise stated. (i) During the year, Ord Partners provided professional services to the value of $13,089 (2003 $16,348) on normal commercial terms and conditions (net of GST). Mr I K Macpherson, a Director, has significant influence in Ord Partners. H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 44 - (ii)During the year, E W J Tyler & Associates provided professional services to the value of $21,000 (2003 $26,322) on normal commercial terms and conditions (net of GST). Mr E W J Tyler, a Director, has significant influence in E W J Tyler & Associates Pty Ltd. The aggregate of (i) and (ii) of $34,089 have been recognised under Legal Expenses and Professional Services. b) Specified Directors’ and Specified Executives’ Equity Holdings Fully paid ordinary shares issued by Helix Resources Limited Balance @ 1/7/03 Granted as remuneration Received on exercise of options Net other change Balance @ 30/6/04 Balance held nominally No No No No No No Specified Directors Dr G M Folie R W Mosig A R Martin I K Macpherson B E Wauchope Specified Executives R E Vittino Total - 2,215,707 179,321 211,000 492,502 320,000 3,418,350 - - - - - - - - - - - 166,835 - 269,139 82,774 56,667 303,112 - 2,484,846 262,095 267,667 962,449 - 122,500 442,500 166,835 834,192 4,419,557 - - - - - - - Listed Share Options issued by Helix Resources Limited Bal @ 1/7/03 Exercised Granted as remuneration No No No Specified Directors Dr G M Folie R W Mosig A R Martin I K Macpherson B E Wauchope Specified Executives R E Vittino Total *Acquired on market - 738,571 59,776 70,333 157,501 157,804 1,183,985 - - - - - - - Other change * No - 118,945 25,762 111,669 120,306 Bal @ 30/6/04 No - 857,516 85,538 182,002 120,306 - - - - 157,501 - 456,467 614,271 157,501 833,149 1,859,633 Balance held nominally No - - - - - - - H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 45 - Executive Share Options issued by Helix Resources Limited Bal @ 1/7/03 Granted as remunerati on Exercised Other change * Bal @ 30/6/04 Bal vested @ 30/6/04 Vested but not exercise- able Vested and exercisable No No No No No No No No Options vested during year No Specified Directors Dr G M Folie R W Mosig A R Martin I K Macpherson B E Wauchope Specified Executives R E Vittino - 1,600,000 950,000 - 1,100,000 550,000 - - - - 900,000 550,000 Total 3,450,000 2,200,000 - - - - - - - - (1,100,000) (550,000) - 1,600,000 950,000 - 866,667 583,334 - - - - - - (550,000) 900,000 533,334 (2,200,000) 3,450,000 1,983,335 - - - - - - - - 866,667 583,334 - 366,667 183,334 - - - - 533,334 183,334 1,983,335 733,335 * Share options cancelled pursuant to shareholder approval at 2003 Annual General Meeting. All executive share options issued to the directors during the financial year were made in accordance with the provisions of the executive share option plan. Each executive share option converts into 1 ordinary share of Helix Resources Limited on exercise. No amounts are paid or payable by the recipient on receipt of the option. During the financial year, no executive share options were exercised by specified directors and executives. Mr R.W. Mosig, Mr A. R. Martin and Mr. R. E. Vittino were issued options on 11 November 2003. The fair value of the options issued were as follows: Mr R.W. Mosig 366,667 options @ 9.36c 366,667 options @ 8.84c 366,666 options @ 8.37c Messrs A.R. Martin & R.E. Vittino 183,334 options @ 9.36c 183,334 options @ 8.84c 183,334 options @ 8.37c Further details of the options granted during the year are contained in note 17 to the financial statements. H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 46 - 19. INCOME TAX Loss before income tax Income Tax Expense: Income tax expense/(benefit) calculated at 30% (Increase)/Decrease in income tax benefit due to: - non-deductible expenses Benefit of tax losses not brought to account as an asset Income tax expense attributable to operating loss CONSOLIDATED 2004 2003 COMPANY 2004 2003 (4,769,008) (2,551,319) (4,769,008) (2,551,319) (1,430,702) (765,396) (1,430,702) (765,396) 71,884 38,977 71,884 38,977 1,358,818 726,419 1,358,818 726,419 - - - - As of 30 June 2004, the parent entity and its controlled entities have future income tax benefits not brought to account as assets in relation to tax losses and timing differences of parent entity $9,996,914 (2003: $8,638,096), economic entity $10,627,104 (2003: $9,268,286), available to offset against future year's taxable income. The benefit will only be obtained if: a) the economic entity derives future assessable income of a nature and of an amount sufficient to enable the benefits from the deductions for the losses to be realised; the economic entity continues to comply with the conditions for deductibility imposed by the law; and b) c) no changes in tax legislation adversely affect the companies in realising the benefit from the deductions for the losses. Legislation to allow groups, comprising a parent entity and its Australian resident wholly-owned entities, to elect to consolidate and be treated as a single entity for income tax purposes was substantively enacted on 21 October 2002. This legislation, which includes both mandatory and elective elements, is applicable to the company. At the date of this report the directors have not assessed the financial effect, if any, the legislation may have on the company and the consolidated entity and, accordingly, the directors have not made a decision whether or not to elect to be taxed as a single entity. The directors have considered the transitional provisions and believe there isn’t a significant effect on the company by not adopting tax consolidation on 1 July 2003. The financial effect of the implementation of the tax consolidation system on the economic entity has not been recognised in the financial statements. 20. SEGMENT INFORMATION The economic entity operated predominantly in one geographical segment and one business, being platinum, gold and other base metals exploration and development in Western Australia, South Australia and New South Wales. H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 47 - 21. EARNINGS PER SHARE Basic loss per share Diluted loss per share Basic Loss per Share COMPANY 2004 Cents Per share 2003 Cents per share (8.28) (8.28) (5.0) (5.0) The earnings and weighted average number of ordinary shares used in the calculation of basic earnings per share are as follows: Earnings (a) Weighted average number of ordinary shares (b) 2004 $’000 (4,769,008) 2004 No. 62,866,808 2003 $’000 (2,551,319) 2003 No. 50,525,458 (a) Earnings used in the calculation of basic earnings per share is net loss after tax of $4,769,008 (2003 : $2,551,319). (b) The staff and listed options are considered to be potential ordinary shares and are therefore excluded from the weighted average number of shares used in the calculation of basic earnings per share. Where dilutive, potential ordinary shares are included in the calculation of diluted earnings per share (refer below). Diluted Loss per Share The earnings and weighted average number of ordinary and potential ordinary shares used in the calculation of diluted earnings per share are as follows: Earnings (a) Weighted average number of ordinary shares and potential ordinary shares (b) 2004 $’000 (4,769,008) 2003 $’000 (2,551,319) 12 months to 30 June 2004 No. 62,866,808 12 months to 30 June 2003 No. 50,525,458 (a) Earnings used in the calculation of diluted loss per share is net loss after tax of $4,769,008 (2003: $2,551,319). H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 48 - (b) The following potential ordinary shares are not dilutive and are therefore excluded from the weighted average number of ordinary shares and potential ordinary shares used in the calculation of diluted earnings per share: Staff options Listed options 22. SUBSEQUENT EVENTS 2004 No. 3,450,000 16,437,836 2003 No. 4,055,999 12,860,310 In August the Company suspended work on the Feasibility Studies on the Tunkillia Gold Project due to a shortage of funds. The Project remains a valuable asset in the Company’s portfolio and ways of exploiting its value will be assessed by the Company’s Board and Management. There have been no other transactions or events that substantially affect the operations of the economic entity, the results of those operations or the state of affairs of the economic entity in future financial years since year end. 23. INTEREST IN JOINT VENTURES The parent entity has entered into the following unincorporated joint ventures: Joint Venture Project Menzies Meekatharra Region Loongana Pilbara Diamonds Percentage Interest 49% Diluting (Heron Resources Limited 51%) 90% contributing (J A Bunting & Associates Pty Ltd 10%) Gold 90% contributing (J A Bunting & Associates Pty Ltd 10%) 100% diluting (DeBeers Australia Exploration Limited) Platinum Group Metals Diamonds Principal Exploration Activities Nickel The joint ventures are not separate legal entities but are contractual arrangements between the participants for sharing costs and output and do not in themselves generate revenue and profit. Exploration expenditure is the only asset of the joint ventures. The consolidated entities interest in exploration expenditure in the above mentioned joint ventures is included in note 7 and at 30 June 2004 is $655,175 (2003 : $780,233). H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 49 - FINANCIAL INSTRUMENTS 24. a) Details of the significant accounting policies and methods adopted, including the criteria for recognition, the basis of measurement and the basis on which revenues and expenses are recognised, in respect of each class of financial asset, financial liability and equity instrument are disclosed in Note 1 to the financial statements. b) The economic entity's exposure to interest rate risk and effective weighted average interest rate for classes of financial assets is set out below: Average Interest Rate Fixed Interest Rate Floating Interest Rate Maturity Less than 1 year More than 1 Year $ $ 2004 Financial Assets Other Receivables Investments Cash at bank and on deposit Security deposits Financial Liabilities Trade Payables Employee Entitlements Net Financial Assets 2003 Financial Assets Other Receivables Investments Cash at bank and on deposit Commercial bills Security deposits Financial Liabilities Trade creditors Employee Entitlements 5.25% 5.0% - - 4.2% 4.7% 4.5% - - 1,634,257 - 1,634,257 - - - 1,634,257 - - 2,377,462 - - 2,377,462 - - - - - - 364,465 364,465 - - - 364,465 - - - 995,905 348,445 1,344,350 - - - - - - - - - - - - - - - - - - - - - Non Interest Bearing $ 156,058 163,391 200 - 319,649 159,252 271,829 431,081 (111,433) 26,601 937,283 200 - - 964,084 170,381 414,833 585,214 Total $ 156,058 163,391 1,634,457 379,465 2,333,461 159,252 271,829 431,081 1,902,290 26,601 937,283 2,377,662 995,905 348,445 4,685,896 170,381 414,833 585,214 Other than those classes of assets and liabilities denoted as "listed" in note 4, none of the classes of financial assets and liabilities are readily traded on organised markets in standardised form. H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 50 - c) Credit Risk Credit Risk refers to the risk that counterparty will default on, its contractual obligations resulting in financial loss to the economic entity. The economic entity 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 economic entity measures risk on a fair value basis. The maximum credit risk on financial assets of the economic entity which have been recognised on the statement of financial position, other than investments in shares, is generally the carrying amount, net of any provisions for doubtful debts. d) Net Fair Value of Financial Assets and Liabilities On-balance Sheet The net fair value of cash and cash equivalents and non-interest bearing monetary financial assets and financial liabilities approximates their carrying value. The net fair value of financial assets and financial liabilities is based upon market prices where a market exists or by discounting the expected future cash flows by the current interest rates for assets and liabilities with similar risk profiles. Listed equity investments have been valued by reference to market prices prevailing at balance date. The market value of listed equity investments has been disclosed in Note 4 to the financial statements. For unlisted equity investments, the net fair value is an assessment by the Directors based on the underlying net assets, future maintainable earnings and any special circumstances pertaining to a particular investment. 25. EMPLOYEE ENTITLEMENTS CONSOLIDATED COMPANY 2003 $ 50,175 364,658 414,833 No 11 2004 $ The aggregate employee entitlement liability recognised and included in the financial statements is as follows: 2003 $ 2004 $ Provision for employee entitlements: Current (Note 9) Non-Current (Note 9) Number of employees at end of financial year 59,313 212,516 271,829 No 9 50,175 364,658 414,833 No 11 59,313 212,516 271,829 No 9 H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 51 - 26. REMUNERATION OF AUDITORS a) Auditor of the Parent Entity Auditing the financial report Other services 2004 $ 2003 $ 2004 $ 2003 $ 30,000 19,000 49,000 26,320 38,000 64,320 30,000 19,000 49,000 26,320 38,000 64,320 27. Impacts of adopting the Australian equivalents to International Financial Reporting Standards The Australian Accounting Standards Board (AASB) has issued Australian equivalents to IFRS for application to reporting periods beginning on or after 1 January 2005. Helix Resources Limited has commenced reviewing the transition from its current policies to the AASB equivalents to IFRS. The Company has allocated internal resources and engaged expert consultants to review, identify and conduct business impact assessments to isolate key areas that will be affected by this transition. The Company’s audit committee is being regularly kept up to date with the results of both the internal review and the external consultants reports and assessments. The adoption of the AASB equivalents to IFRS will be first reflected in the Group’s financial statements for the half-year ending 31 December 2005 and the year ending 30 June 2006. At this stage the Company has not been able to reliably quantify the impacts on the financial statements. Under AASB1 the Consolidated Entity, in complying with Australian equivalents to IFRS for the first time is required to restate its comparative financial statements to amounts reflecting the application of Australian equivalents to IFRS to that comparative period. Most adjustments required on transition to Australian equivalents to IFRS will be made, retrospectively, against opening retained earnings as at 1 July 2004. Key areas where accounting policies are likely to change and may impact on the financial statements of the Consolidated Entity include the following: (a) Capitalisation of Exploration and Evaluation Costs The Consolidated Entity currently uses the “area of interest” principles which are used commonly in Australia and in accordance with the Australian Accounting Standard AASB 1022 “Accounting for the Extractive Industries”. The International Accounting Standards Board (IASB) is yet to determine the appropriate accounting treatment of exploration and evaluation costs and therefore the Consolidated Entity is not able to come to any conclusions on how the IFRS may affect its financial statements. However, the IASB has released Exposure Draft (ED) 6 Exploration and Evaluation of Mineral Resources. At the time of this report the IASB was in the process of re-deliberating its requirements. It appears that an ‘interim’ IFRS standard will effectively permit grandfathering of existing accounting treatments of exploration and evaluation expenditure. Impairment tests may only be required when specific factors are met and where there is sufficient information available to allow the determination of recoverable amount. A reliable estimation of the future financial H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 52 - effects of any change to the Consolidated Entity’s financial statements is not possible until the IASB releases an IFRS on accounting for exploration and evaluation costs. (b) Income Tax In accordance with Australian Standard AASB 112 Income Taxes, deferred tax balances are determined using the balance sheet method which calculates temporary differences based on the carrying amounts of the Consolidated Entity’s assets and liabilities in the statement of financial position and their associated tax bases. This represents a fundamental change to the way the Consolidated Entity currently calculates its tax balances, where deferred tax balances are determined using the income statement method. The consolidated entity has carried forward tax losses which have not been recognised as deferred tax assets as they do not satisfy the ‘virtually certain’ criteria under current Australian GAAP. Under A-IFRS it may be easier to recognise these tax losses as deferred tax assets as they recognised based on a ‘probable’ recognition criteria. The likely impact of these changes on deferred tax balances has not currently been determined. (c) Provision for Rehabilitation and Restoration In accordance with Australian Standard AASB 137 Provisions, Contingent Liabilities and Contingent Assets, the Consolidated Entity will be required to fully provide, based on discounted future cash flows, for rehabilitation and restoration where there is a legal or constructive obligation. A corresponding asset, net of depreciation to the date of transition will be recognised and be depreciated together with development assets. The Consolidated Entity will be required to recognise the unwinding of the discount in relation to the provision applied directly as an interest expense. (d) Share Based Payments Under Australian Standard AASB 2 Share-based Payment, the Consolidated Entity will be required to determine the fair value of options issued to employees and recognise an expense in the Statement of Financial Performance. For options on issue on the application of AASB 2 an adjustment for their recognition will be made against opening retained earnings. Reliable estimation of the future financial effects of this change in accounting policy is impracticable as the details of future equity based remuneration plans are unknown; however where share based payments are made, net profit is expected to decrease by the fair value of such payments. The above should not be regarded as a complete list of changes in accounting policies that will result from the transition to AASB equivalents to IFRS. As noted above these are expected to be the material areas of impact for the Consolidated Entity that have been identified. 28. ADDITIONAL COMPANY INFORMATION Helix Resources Limited is a listed public company, incorporated and operating in Australia. Registered Office Principal Place of Business Level 3, 24 Kings Park Road Level 3, 24 Kings Park Road WEST PERTH WA 6005 WEST PERTH WA 6005 Tel (08) 9321 2644 Tel (08) 9321 2644 H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 53 - NUMBER OF SHARES HELD Spread of Holdings 1–1000 1,001–5,000 5,001–10,000 10,001–100,000 100,001and over Total Number of Shareholders Number of Shares 606 911 462 721 85 2,785 358,394 2,593,444 3,871,174 23,208,895 32,834,901 62,866,808 Number of shareholders holding less than a marketable parcel 1,098 1,266,886 PERCENTAGE HELD BY 20 LARGEST SHAREHOLDERS 1 2 3 4 5. 6. 7. 8. Shareholder Yandal Investments Pty Ltd National Nominees Limited Invia Custodian Pty Ltd Colter Holdings Group Cairnglen Investments Pty Ltd AngloGold Australia Limited ANZ Nominees Limited Niddrie Holdings Pty Limited (Wauchope Super Fund A/C) Zero Nominees Pty Ltd 9. 10. Arcaro Holdings Pty Ltd 11. Mr. Maxwell Alfred Kippe 12. Blamco Trading Pty Ltd 13. Ms. Seiko Furuse & Mr. Savas Turem 14. Berne No 132 Nominees Pty Ltd 15. Mr. Abdelaziz Soliman 16. Mr. John Halaska 17. Mr. Philip Broadley Technica Pty Ltd 18. 19. Equities Trustees Limited 20. Yan’s Investments Pty Ltd Top 20 Total Shares % 4,000,000 3,083,158 2,928,362 2,483,846 2,086,178 1,666,667 1,097,448 831,893 696,906 653,880 600,000 525,341 500,000 466,667 440,000 379,622 374,335 364,757 321,250 303,650 23,785,960 6.36 4.90 4.66 3.95 3.32 2.65 1.72 1.32 1.11 1.04 0.95 0.84 0.80 0.74 0.70 0.60 0.59 0.58 0.51 0.48 37.82 H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 54 - VOTING RIGHTS One vote for each ordinary share held in accordance with the Company's Constitution. SUBSTANTIAL SHAREHOLDERS Shareholder Cairnglen Investments Pty Ltd Yandel Investments Pty Ltd DIRECTORS' INTEREST IN SHARE CAPITAL Disclosed elsewhere in this report. NUMBER OF OPTIONS HELD Shares % of Issued Capital 5,000,290 4,000,000 7.95 6.36 1–1000 1,001–5,000 5,001–10,000 10,001–100,000 100,001and over TOTAL Spread of Holdings Number of Option Holders Number of Options 237 281 112 186 33 848 111,703 744,039 840,646 5,921,972 8,819,503 16,437,863 PERCENTAGE HELD BY 20 LARGEST OPTIONHOLDERS Optionholder Shares % AngloGold Australia Limited Invia Custodian Pty Ltd Colter Holdings Group Zero Nominees Pty Ltd Cairnglen Investments Pty Ltd Mr. Abdelaziz Soliman Yandal Investments Pty Ltd Mr. John Halaska Mr. Andrew Bruce Doak 1. 2. 3. 4. 5. 6. 7. 8. 9. 10, Mrs. Clare Mary Sung-Reid 11. 12. Mr. David Gordon Miller & Ms. Jennifer ANZ Nominees Limited Louise Miller & Reynolds (Nominees) Pty Ltd 13. 14. Mr. Neil John Strong 15. Lawrence Crow Consulting Pty Ltd Technica Pty Ltd Tromso Pty Ltd 16. Mr. Michael Betts 17. 18. 19. Mrs. Ada Maureen Lourey 20. Mr. Raymond Paul Sandle 160,000 135,000 134,703 125,209 120,209 120,000 7,929,245 The above listed options are due to expire on 30 November 2005 and are exercisable at $0.25 each. Top 20 Total H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 1,458,334 1,082,376 857,182 599,800 594,818 480,000 411,470 330,417 300,000 250,000 232,927 200,000 171,800 165,000 8.87 6.58 5.21 3.65 3.62 2.92 2.50 2.01 1.82 1.52 1.42 1.22 1.05 1.00 0.97 0.82 0.82 0.76 0.73 0.73 48.22 - 55 - Tenement Type and Number Name Mineral Ownership WESTERN AUSTRALIA EL09/644* MLA09/87 MLA09/88 ELA09/1079 PLA09/424 PLA09/425 PLA09/426 PLA09/427 EL29/139* ML29/214 EL29/139* MLA29/171 MLA29/173 MLA29/215 MLA29/216 MLA29/217 MLA29/218 MLA29/219 MLA29/220 MLA29/226 MLA29/227 EL77/1029 EL77/1030 EL77/1031 EL77/1154 EL77/1042 EL77/1043 ML47/123 ML47/124 ML47/125 ML47/126 ML47/141 ML47/142 ML47/143 ML47/144 MLA47/569 ELA47/1089 ELA47/1090 EL47/905 EL47/1015 EL47/1074 EL47/1075 MLA47/570 MLA47/571 Glenburgh Glenburgh Glenburgh Glenburgh Glenburgh Glenburgh Glenburgh Glenburgh Menzies Menzies Menzies Menzies Menzies Menzies Menzies Menzies Menzies Menzies Menzies Menzies Menzies Barlee Barlee Barlee Barlee Barlee Barlee Munni Munni Munni Munni Munni Munni Munni Munni Munni Munni Munni Munni Munni Munni Munni Munni Munni Munni Munni Munni South Munni Munni South Munni Munni South Munni Munni South Munni Munni South Munni Munni South Munni Munni South Munni Munni South Gold Gold Gold Gold Gold Gold Gold Gold Nickel Nickel Gold Gold Gold Gold Gold Gold Gold Gold Gold Gold Gold Gold Gold Gold Gold Gold Gold PGM PGM PGM PGM PGM PGM PGM PGM PGM PGM Diamonds Diamonds Diamonds Diamonds Diamonds Diamonds Diamonds Helix Resources Limited 100% *Conversion from EL to MLs Helix Resources Limited 100% Menzies Nickel Joint Venture (Heron Resources NL 51%, Helix 49%) Helix Resources Limited 100% Helix Resources Limited 100% Comet Resources NL Joint Venture (Helix 82.5%) Helix Resources Limited 100% West Pilbara Joint Venture Helix Resources Limited 100% DeBeers Australia Exploration Limited earning 51% H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4 - 56 - Tenement Type and Number Name Mineral Ownership WESTERN AUSTRALIA MLA47/572 MLA47/573 MLA47/574 ELA47/1144 ELA47/1145 ELA47/1146 ELA47/1169 ELA47/1170 ELA47/1171 EL38/1000 ELA38/1476 EL51/946 EL52/1495 EL52/1496 EL69/1516 EL69/1517 EL69/1718 EL69/1719 EL69/1720 PL69/34 PL69/35 PL69/36 PL69/37 EL38/1477 EL38/1478 ELA52/1623 ELA52/1624 ELA52/1625 ELA52/1626 Munni Munni South Munni Munni South Munni Munni South Elvire Elvire Elvire Yalleen Yalleen Yalleen Mt Venn Diamonds Diamonds Diamonds Diamonds Diamonds Diamonds Diamonds Diamonds Diamonds PGM, Nickel Mt Venn East Narracoota Narracoota Narracoota Loongana Loongana Loongana Loongana Loongana Loongana Loongana Loongana Loongana Isolated Hill Isolated Hill Perry Creek Perry Creek Perry Creek Perry Creek PGM, Nickel Gold Gold Gold Gold, PGM, Base metals Gold, PGM, Base metals Gold, PGM, Base metals Gold, PGM, Base metals Gold, PGM, Base metals Gold, PGM, Base metals Gold, PGM, Base metals Gold, PGM, Base metals Gold, PGM, Base metals Gold, PGM, Base metals Gold, PGM, Base metals Base metals Base metals Base metals Base metals SOUTH AUSTRALIA EL2697 EL2854 ELA2004/180 Lake Everard Lake Everard West Childarra Gold Gold Gold Kelray Joint Venture (Helix earning 80%) Helix Resources Limited 100% J A Bunting & Assoc Pty Ltd Joint Venture ( Helix 90%) J A Bunting & Assoc Pty Ltd Joint Venture (Helix 90%) Helix Resources Limited 100% Helix Resources Limited 100% Helix Resources Limited 100% Abbreviations and Definitions used in Schedule: EL ML PL Exploration Licence Mining Lease Prospecting Licence ELA MLA ALA Exploration Licence Application Mining Lease Application Prospecting Licence Application H E L I X R E S O U R C E S L I M I T E D A N N U A L R E P O R T 2 0 0 4

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