Image Resources
Annual Report 2017

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Image Resources NL ANNUAL REPORT FINANCIAL YEAR ENDED 31 DECEMBER 2017 CONTENTS Corporate Directory Review of Operations Resources and Reserves Schedule Directors’ Report Auditor’s Independence Declaration Corporate Governance Statement Statement of Profit or Loss and Other Comprehensive Income Statement of Financial Position Statement of Changes in Equity Statement of Cash Flows Notes to and forming part of the Financial Statements Directors’ Declaration Independent Auditor’s Report ASX Additional Information Schedule of Tenements - 2 - 3 4 12 14 23 24 25 26 27 28 29 46 47 50 52 CORPORATE DIRECTORY DIRECTORS ROBERT BESLEY Non-Executive Chairman PATRICK MUTZ Managing Director GEORGE SAKALIDIS Executive Director - Exploration AARON CHONG VEOY SOO Non-Executive Director PETER THOMAS Non-Executive Director CHAODIAN CHEN Non-Executive Director FEI WU Non-Executive Director COMPANY SECRETARY DENNIS WILKINS (DW Corporate) WEBSITE www.imageres.com.au FOR INFORMATION ON THE COMPANY CONTACT PRINCIPAL & REGISTERED OFFICE Ground Floor, 23 Ventnor Avenue West Perth WA 6005 PO Box 469 West Perth WA 6872 Telephone Facsimile (08) 9485 2410 (08) 9486 8312 BANKERS Bank of Western Australia Ltd Hay Street, West Perth WA 6005 AUDITORS Greenwich & Co Audit Pty Ltd 35 Outram Street, West Perth WA 6005 Telephone: (08) 6555 9500 STOCK EXCHANGE Australian Securities Exchange (ASX) ASX Code - IMA (Fully paid shares) ISSUED CAPITAL FOR SHAREHOLDER INFORMATION CONTACT 861,289,987 fully paid ordinary shares SHARE REGISTRY 3,000,000 unlisted options: Security Transfers Registrars 770 Canning Highway Applecross, WA 6153 Telephone 1 300 992 916 (within Australia) Telephone +61 3 9628 2200 (from overseas) Facsimile +61 (0)8 9315 2233 ABN: 57 063 977 579 - 3 - REVIEW OF OPERATIONS The principal focus of Image Resources NL (“Image” or “the Company”) during the 2017 calendar year was the finalisation of the updated feasibility study for its 100%-owned, high-grade Boonanarring Mineral Sands Project (the “Project”) in the North Perth Basin located 80 Kilometres north-northwest of Perth. The feasibility study results were announced on 30 May 2017; and subsequently the Company has been focussed on delivering a financing solution for the development of the Project. Boonanarring/Atlas Feasibility Study Update The highlights from the study results were as follows:  Pre-Tax NPV of A$135M at an 8% discount rate, IRR of 64% and pre-tax EBITDA of A$266M,   Rapid pay-back of capital post production start-up of less than 2 years, and  Initial development capital, including contingency and resalable land of only A$52M. In November, the Company updated its bankable feasibility study (BFS) financial model to include significantly higher forecasted mineral sand commodity prices from TZMI, than were used in the original BFS results announced 30 May 2017. Revised BFS financial metrics included:  Project Pre-Tax NPV increased from A$135M to A$197M (8% discount rate);  Project Pre-Tax IRR increased from 64% to 104%;  Pre-tax EBITDA increased from A$266M to A$339M, and  Payback period decreased from 22 months to 16 months. Boonanarring Project Capital Financing In March 2017, the Company secured the services of PCF Capital of Perth to act as financial advisor to identify potential debt providers. The initial focus was on attracting interest from big banks to seek to secure a loan package with more conventional terms and conditions, and generally lower interest rates. The Company released the BFS results in May 2017 and focused on identifying, analysing and actively pursuing project finance options to support the development of the Project. In October 2017, the Company secured the services of Jett Capital of New York to identify non-banking financial institutions as potential debt providers for Boonanarring. Following comparative analysis of a number of indicative debt facility proposals, the Company selected a preferred provider and executed a non-binding term sheet which triggered the start of due diligence in late December. In October 2017, Euroz Securities Limited was selected to be lead broker to assist Image with raising equity capital for the Project. Subsequent to the end of the year:  On 8 March 2018, the Company announced the execution of a Loan Note Subscription Agreement with Switzerland-based Pala Investments Limited (“Pala”) as the ‘arranger’, and Pala and USA-based Castlelake, L.P. as the Loan Note Holders, to provide AU$50M from the issue of senior secured loan notes to be used for the construction and commissioning of the Boonanarring Project, drawdown of funds is subject to satisfaction of certain conditions precedent;  On 14 March 2018, the Company announced the issue of 250 million shares at 10 cents per share to raise A$25 million (before costs) as the balance of capital required for the construction and commissioning of the Boonanarring Project. The share issue settled on 28 March 2018. - 4 - REVIEW OF OPERATIONS Boonanarring Ore Reserves & Mineral Resources In January 2017, the Company announced an update of the Boonanarring Mineral Resource estimate in accordance with the JORC Code (2012). Total Mineral Resources increased from 21.5 million tonnes (Image 2013 Mineral Resource estimate) to 43.7 million tonnes, albeit at lower overall HM grade. The additional tonnes of Mineral Resources stem from an expanded mineralisation area, the delineation of an overlying layer of lower grade mineralisation and using a lower cut-off grade of 2.0%HM compared to 2.5% in 2013. On 21 August 2017, the Company announced a 60% increase in ore tonnes in the ‘Proved’ category of Ore Reserves at Boonanarring (Table 1 – Exploration). This change was based on grade control drilling completed in March 2017 and designed to increase the confidence level of the Boonanarring Mineral Resources and Ore Reserves. The re-estimation of Ore Reserves was conducted by Optiro Pty Ltd (Optiro) in accordance with the guidelines of the Australasian Code for reporting of Exploration Results, Mineral Resources and Ore Reserves (the JORC Code - 2012 edition). When compared to the previously estimated Ore Reserves for Boonanarring the total tonnes of Proved Ore Reserves increased by 60% from 5.8 million to 9.3 million tonnes, albeit at a lower heavy mineral (HM) grade, but importantly at a higher concentration of zircon in the HM. Environmental Approvals and Land Access The Company had already secured Part IV environmental approval prior to the start of the calendar year for the development of the Boonanarring Project. A number of other approvals were received during the year. The final regulatory approval (‘Works Approval’) required for the start of construction and commissioning of the Boonanarring Project was received on 30 October 2017. On 10 January 2017, the Company exercised its option to purchase 550 hectares of land required for the initial plant site and mine development at Boonanarring. Completion of this purchase occurred in April 2017. A further 230 hectares of land was secured for access for mining at Boonanarring via a lease agreement with the landowner, and negotiations of purchase option agreements for two additional land parcels totalling 1,187 hectares were advanced significantly by the end of the year. Heavy Mineral Commodity Prices After a significant fall in heavy mineral commodity prices from 2013 to mid-2016, consensus forecasts show increasing prices for at least the next five years. Recent market evidence supports an increasingly positive view on the outlook for mineral sands commodity prices in general, and zircon prices in particular. The positive outlook for zircon prices is particularly important for the Company as the sale of zircon represents over 70% of revenues from Boonanarring. The BFS, and the subsequent update, assumed a long term premium zircon price of US$1,405 per tonne. Effective from 1 January 2018, Tronox Limited increased the sales price for its premium grade zircon by 10% to US$1,455 per tonne. Iluka Resources Limited increased the market price for its zircon effective 1 April 2018, from the previous price of US$1,295 to US$1,410 per tonne. These price movements suggest that the long term zircon price assumption in the BFS may be conservatively low. Other Mineral Resources and Prospects Whilst the Company’s primary focus remains the development of the Boonanarring and Atlas deposits and fast-tracking the transition from advanced explorer to mineral sands miner, it also continues to consider options to unlock value from its other projects with high-grade mineral resources such as Red Gulley, Gingin North, Gingin South, Helene and Hyperion. In addition, the Company has continued work on the Bidaminna Project mineral resources as a potential leucoxene-rich, dredge mining project and has also identified Woolka as an area that could deliver a significant dredge mining resource. - 5 - REVIEW OF OPERATIONS Exploration Boonanarring Northern Extensions Landowners are actively being contacted to arrange access agreements for delineation drilling over the 5.6km northern extension of the high-grade Boonanarring deposit announced on 13 March 2017. This extension area is deemed to be within economic pumping distance of the planned location of the Boonanarring wet concentration plant. The Company confirmed, after drilling the northernmost 2.6km extension shown in Figure1, that the Boonanarring high grade extension delineated included zircon grades range from 16.4% to 22.2% of the HM content. The drill results included outstanding high-grade intersections of 8m @ 23.8% HM in drill hole IX00245, 8m @ 21.1% HM in IX00244 and 8m @ 16.3% HM in IX00250 (ASX release 26/06/2017). Figure 1. Location of Drill Holes and Composite Samples in Boonanarring Northern Extension - 6 - REVIEW OF OPERATIONS Boonanarring Southern Extensions An access agreement has been signed with the landowner at Gingin North which is interpreted to contain the southernmost extension of the Boonanarring deposit. The Gingin North drilling was mainly designed to test for the southernmost extension of the Boonanarring deposit and near surface mineralisation to the west. Twenty holes have been completed totalling 538m (Figure 2). Results are pending while a further 50 holes are being planned. Figure 2. Boonanarring Southern extension showing past and current drill programmes - 7 - REVIEW OF OPERATIONS Boonanarring Western Parallel Extensions The Boonanarring West drilling was designed to test for potential adjacent and parallel mineralisation to the Boonanarring Deposit (Figure 3). A sizeable target has been defined 3km by 0.3km and two programmes of drilling have now been carried out here, comprising 15 holes for 411m. A further 7 holes for 200m are planned for early February 2018. This target is only 600m west of the Boonanarring Deposit and augers well for the potential to add valuable mine life. Figure 3. Boonanarring West Target 3km by 0.3km showing current drilling west of the Boonanarring Deposit - 8 - REVIEW OF OPERATIONS Bidaminna Northern Extensions The Bidaminna drilling programme was designed to investigate the northern extension of the Bidaminna deposit, which has potential to be 18km in length (Figure 4) and to examine in detail the leucoxene content which were previously confirmed to be unusually enriched and increasing in a northern direction to up to 69% of the THM. Thus far, 25 holes have been drilled totalling 1,311m. In early February 2018 a further 14 holes for 700m are planned. Figure 4. Bidaminna Northern Extension Target showing past and current drill programmes. - 9 - REVIEW OF OPERATIONS Woolka Major Dredge Target The Woolka drilling was designed to test for large dredgeable targets over an area of 5km by 2km, which is adjacent to and west of Tronox’s dredge mining operations (Figure 5). Thus far, 10 holes totalling 411m have been completed. In early February 2018 a further 5 holes for 200m are planned. Figure 5. Woolka Project showing very large drilling target over 5km by 2km area west of proposed Tronox dredge deposits - 10 - REVIEW OF OPERATIONS Completed Exploration Drilling Drilling at Bidaminna, Woolka, Winooka, Boonanarring West and Gingin North was completed in November 2017 (Table 1) totalling 79 holes for 3,231 metres. Prospect Bidaminna Woolka Winooka Boonanarring West Gingin North Total Table 1. Completed Drilling Programme November 2017 No. Holes Total Metres 25 10 9 15 20 79 1,311 411 560 411 538 3,231 A short 31 drill hole programme will be completed in February 2018 on Bidaminna (14 holes), Bibby Springs (5 holes), Woolka (5holes) and Boonanarring West (7 holes) to infill and further test several targets picked up from the November 2017 and prior drilling programmes. - 11 - Zircon (%) 23.2 21.9 22.7 10.6 10.6 18.4 Zircon (%) RESOURCES AND RESERVES SCHEDULE Table 2. Mineral Resources and Ore Reserves as at 3 August 2017 High Grade Ore Reserves - Strand Deposits; in accordance with the JORC Code (2012) Project/Deposit Category Volume Tonnes % HM % Slimes HM Tonnes VHM Ilmenite Leucoxene Rutile (%) (%) (%) (%) Boonanarring2 Boonanarring2 Total Boonanarring Atlas2 Total Atlas Proved Probable Probable 5,008,000 5,565,000 10,573,000 5,000,000 5,000,000 9,344,000 10,514,000 19,858,000 9,477,000 9,477,000 8.6 5.9 7.2 8.1 8.1 14.3 17.6 16.1 15.5 15.5 803,771 622,429 1,426,200 767,637 767,637 76.081 78.653 77.203 73.3 73.3 48.9 52.3 50.4 50.7 50.7 Total Ore Reserves 15,573,000 29,335,000 7.5 15.9 2,193,837 75.8 50.5 1.8 1.8 1.8 4.5 4.5 2.7 2.2 2.7 2.4 7.5 7.5 4.2 High Grade Mineral Resources - Strand Deposits; in accordance with the JORC Code (2012) @ 2.0% HM Cut-off Project/Deposit Category Volume Tonnes Boonanarring1 Boonanarring1 Boonanarring1 Boonanarring Total Atlas1 Atlas1 Atlas1 Atlas Total Measured Indicated Inferred Measured Indicated Inferred 6,359,359 11,802,047 4,987,703 22,886,875 5,210,526 3,368,421 947,368 9,526,316 11,799,213 22,265,400 9,420,449 43,485,062 9,900,000 6,400,000 1,800,000 18,100,000 Sub-Total Atlas/Boonanarring 32,413,191 61,585,062 % HM % Slimes HM Tonnes VHM Ilmenite Leucoxene Rutile (%) (%) (%) (%) 8.0 4.9 4.5 5.6 7.9 3.7 4.0 6.0 5.7 14 18.3 21 18 16.1 17.3 19.9 16.9 942,167 1,081,208 422,507 2,445,882 782,000 237,000 72,000 1,091,000 74.3 71.7 68.8 72.2 71.0 56.5 41.5 65.9 48.3 49.2 50.0 49.0 49.1 41.6 29.0 46.1 17.7 3,536,882 70.3 48.1 1.7 2.2 3.5 2.2 4.2 3.4 3.3 4.0 2.8 2.2 2.5 3.4 2.6 7.2 4.7 4.4 6.5 22.0 17.8 11.9 18.4 10.5 6.8 4.8 9.3 3.8 15.6 Previously Reported Mineral Resources - Strand Deposits; in accordance with JORC Code (2004) @ 2.5% HM Cut-off Project/Deposit Category Volume Tonnes Gingin Nth3 Gingin Nth3 Gingin Nth Total Gingin Sth3 Gingin Sth3 Gingin Sth3 Gingin Sth Total Helene3 Hyperion3 Cooljarloo Nth Total Red Gully3 Red Gully3 Red Gully Total Sub-Total Other Indicated Inferred Measured Indicated Inferred Indicated Indicated Indicated Inferred 680,175 580,000 1,260,175 872,830 3,241,835 398,573 4,513,238 5,568,110 1,786,781 7,354,891 1,930,000 1,455,000 3,385,000 16,513,304 1,318,642 1,090,000 2,408,642 1,526,122 5,820,480 732,912 8,079,514 11,466,106 3,742,471 15,208,577 3,409,768 2,565,631 5,975,399 31,672,132 Historic Deposit - Strand deposit (Under EL application) Project/Deposit Category Volume Tonnes % HM % Slimes HM Tonnes VHM Ilmenite Leucoxene Rutile (%) (%) (%) (%) 5.7 5.2 5.5 4.4 6.5 6.5 6.1 4.6 7.7 5.3 7.8 7.5 7.7 6.0 15.7 14.0 15.0 7.2 7.1 8.4 7.3 18.6 19.3 18.8 11.5 10.7 11.2 14.1 75,163 57,116 132,279 67,149 377,167 47,566 491,882 522,854 286,673 809,528 265,962 192,422 458,384 1,892,073 75.4 78.4 76.7 79.4 90.6 91.6 89.2 88.7 69.4 81.9 89.7 89.0 89.4 85.2 57.4 57.3 57.3 50.7 67.6 67.4 65.3 74.6 55.8 67.9 66.0 65.4 65.7 66.0 9.3 11.3 10.2 15.3 9.8 7.5 10.3 0.0 0.0 0.0 8.3 8.2 8.2 5.4 3.2 3.7 3.4 5.6 5.1 5.8 5.2 3.6 6.3 4.6 3.1 3.0 3.1 4.3 % HM % Slimes HM Tonnes VHM Ilmenite Leucoxene Rutile (%) (%) (%) (%) Regans Ford4 Regans Ford4 Regans Ford Total Indicated Inferred 4,505,285 9,024,226 455,933 4,961,218 918,536 9,942,762 9.9 6.5 9.6 16.8 18.5 17.0 893,398 59,705 953,103 94.3 90.5 94.1 70.0 68.3 69.9 10.0 7.7 9.9 4.3 4.4 4.3 - 12 - Zircon (%) 5.5 6.0 5.7 7.8 8.1 10.9 8.3 10.5 7.3 9.4 12.4 12.3 12.4 9.6 Zircon (%) 10.0 10.1 10.0 RESOURCES AND RESERVES SCHEDULE Previously Reported Mineral Resources - Dredge deposits; in accordance with JORC Code (2004) @ 1.0% HM Cut-off Project/Deposit Category Volume Tonnes % HM % Slimes HM Tonnes VHM Ilmenit Leucoxen Rutile Zircon Titan3 Titan3 Total Titan Telesto3 Calypso3 Bidaminna3 Indicated 10,335,053 21,163,741 Inferred Total 58,517,775 115,445,391 136,609,132 68,852,828 Indicated 1,716,328 3,512,204 Inferred 27,113,647 51,457,008 Inferred 26,260,000 44,642,000 1.8 1.9 1.9 3.8 1.7 3.0 22.1 18.9 19.4 18.4 13.7 3.6 378,831 2,205,007 2,583,838 134,499 854,186 1,339,260 (%) 86.0 85.9 85.9 83.3 85.6 96.8 (%) 71.9 71.8 71.8 67.5 68.1 83.11 Total Dredge 123,942,803 236,220,344 2.1 15.2 4,911,783 88.7 74.1 (%) 1.5 1.5 1.5 0.7 1.6 7.2 3.1 (%) 3.1 3.1 3.1 5.6 5.1 1.0 (%) 9.5 9.5 9.5 9.5 10.8 5.5 2.9 8.6 1.COMPLIANCE STATEMENT Boonanarring/Atlas Resource The information in this report that relates to the estimation of Mineral Resources is based on information compiled by Mrs Christine Standing, who is a Member of the Australasian Institute of Mining and Metallurgy (AusIMM) and the Australian Institute of Geoscientists (AIG). Mrs Standing is a full-time employee of Optiro Pty Ltd and has sufficient experience which is relevant to the style of mineralisation and type of deposit under consideration and to the activity which she is undertaking to qualify as a Competent Person as defined in the 2012 Edition of the ‘Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves’. Mrs Standing consents to the inclusion in this report of the matters based on her information in the form and context in 2.COMPLIANCE STATEMENT Boonanarring/Atlas Reserve The Ore Reserves statement has been compiled in accordance with the guidelines of the Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves (The JORC Code – 2012 Edition). The Ore Reserves have been compiled by Jarrod Pye, Mining Engineer and full-time employee of Image Resources, under the direction of Andrew Law of Optiro, who is a Fellow of the Australasian Institute of Mining and Metallurgy. Mr Law has sufficient experience in Ore Reserves estimation relevant to the style of mineralisation and type of deposit under consideration to qualify as a Competent Person as defined in the 2012 Edition of the “Australasian Code for Reporting of Mineral Resources and Ore Reserves”. Mr Law consents to the inclusion in the report of the matters compiled by him in the form and context in which it appears. 3. COMPETENT PERSON’S STATEMENT – MINERAL RESOURCE ESTIMATES The information in this presentation that relates to Mineral Resources is based on information compiled by Lynn Widenbar BSc, MSc, DIC MAusIMM MAIG employed by Widenbar & Associates who is a consultant to the Company. Lynn Widenbar has sufficient experience which is relevant to the style of mineralisation and type of deposit under consideration and to the activity which he is undertaking to qualify as a Competent Person as defined in the 2004 edition of the ‘Australasian Code of Reporting of Exploration Results, Mineral Resources and Ore Reserves’. Lynn Widenbar consents to the inclusion of this information in the form and context in 4. HISTORIC INFORMATION - REGANS FORD DEPOSIT The information in this presentation that relates to tonnes, grades and mineral assemblage is based on historic information published by Iluka Resources Limited and indicating the mineral resources were compiled in accordance with the JORC Code (2004). - 13 - DIRECTORS' REPORT Your directors present their report on the Company for the year ended 31 December 2017. DIRECTORS The following persons were directors of Image Resources NL (“Image”) during the year and up to the date of this report, unless stated otherwise: Robert Besley Peter Thomas George Sakalidis Aaron Chong Veoy Soo Chaodian Chen Fei Wu Patrick Mutz PRINCIPAL ACTIVITIES The principal activities of the Company during the year was the completion of a bankable feasibility study of the 100%-owned high-grade Boonanarring and Atlas mineral sands projects in the North Perth Basin in Western Australia and then actively seeking project finance to support the development of the Boonanarring mineral sands project. RESULTS FROM OPERATIONS AND FINANCIAL POSITION During the year the Company recorded an operating loss of $8,014,023 (6 months to 31 December 2016: $2,852,955). Basic loss per share for the year was 1.48 cents (6 months to 31 December 2016: 0.75 cents). Diluted loss per share in respect of both periods ended 31 December 2017 and 31 December 2016 are the same as for the basic loss per share. During the year the net assets of the Company increased by $4,672,757 to $14,914,684 including cash and cash equivalents increasing by $3,314,927 to $4,422,650 and property, plant and equipment increasing by $1,888,607 being for equipment and land purchases. This was largely funded by $12,666,030 being raised through share issues offset by exploration and tenement expenses of $5,096,598 and other expenses of $2,697,161. DIVIDENDS No amounts have been paid or declared by way of dividend by the Company since the end of the previous financial year and the directors do not recommend the payment of any dividend. REVIEW OF OPERATIONS A review of operations is covered elsewhere in this Annual Report. SIGNIFICANT CHANGES IN STATE OF AFFAIRS All significant changes in the state of affairs of the Company during the year are discussed in detail above. SIGNIFICANT EVENTS SUBSEQUENT TO REPORTING DATE Other than the following matters:     On 13 February 2018, at a general meeting of shareholders, shareholders gave approval for the Company to issue up to 300,000,000 shares at an issue price of 10 cents or not less than 80% of the VWAP of shares (calculated over the five days on which sales of shares were recorded before the day on which the issue is made), On 13 February 2018, shareholders also gave approval for the Company to administer and issue securities under an Employee Share Plan. The shareholders also gave approval for the Company to provide financial assistance to employees in the form of interest free loans to enable the employees to participate in the Employee Share Plan, On 8 March 2018, the Company announced the execution of a Loan Note Subscription Agreement with Switzerland-based Pala Investments Limited (“Pala”) as the ‘arranger’, and Pala and USA-based Castlelake, L.P. as the Loan Note Holders, to provide AU$50M from the issue of senior secured loan notes to be used for the construction and commissioning of the Boonanarring Project; and On 14 March 2018, the Company announced the issue of 250 million shares at 10 cents per share to raise A$25 million (before costs) as the balance of capital required for the construction and commissioning of the Boonanarring Project with site construction to begin prior to 31 March 2018. The share issue settled on 28 March 2018. There were no other material significant events subsequent to the reporting date. LIKELY DEVELOPMENTS AND EXPECTED RESULTS OF OPERATIONS Likely developments in the operations of the Company and the expected results of those operations in future financial years have not been included in this report as the directors believe, on reasonable grounds, that the inclusion of such information would be likely to result in unreasonable prejudice to the Company. - 14 - DIRECTORS' REPORT ENVIRONMENTAL ISSUES The Company carries out operations in Australia which are subject to environmental regulations under both Commonwealth and State legislation in relation to those exploration activities. The Company’s exploration director is responsible for being aware of, and monitoring compliance with, regulations. During or since the financial year there have been no known significant breaches of these regulations. INFORMATION ON DIRECTORS AND COMPANY SECRETARIES Robert Besley Chairman Appointed as Director and Chair on 8 June 2016 Robert Besley is also Chairman of Silver City Minerals Ltd (ASX:SCI) and has more than 40 years’ experience in the mining industry. Mr Besley has served in a number of Government and industry advisory roles including several years as Deputy Chairman of the NSW Minerals Council. He holds a BSc (Hons) in Economic Geology from the University of Adelaide and is a Member of the Australian Institute of Geoscientists. He managed the creation, listing and operation of two successful mining companies; CBH Resources Limited which he led as Managing Director from a small exploration company to Australia’s 4th largest zinc producer; and Australmin Holdings Limited (acquired by Newcrest) which brought into production a gold mine in WA and mineral sands mine in NSW. More recently he was a founding Director of KBL Mining Limited which operated the Mineral Hill copper-gold mine in NSW and is Chairman of Silver City Minerals Limited, which is actively exploring for silver-lead-zinc in the Broken Hill District. He was a Non-Executive and independent Director of Murray Zircon from commencement of development and production of the Mindarie Mineral Sands Project until June 2016. He also serves on the Company’s audit and remuneration committees. During the past three years he has served as a director of the following other listed companies:  KBL Mining Limited, appointed 29 February 2008, resigned 17 November 2016.  Silver City Minerals Limited - appointed 5 March 2010, continuing. Patrick Mutz Managing Director Patrick Mutz has more than thirty years of international mining industry experience in technical (metallurgist), managerial, consulting and executive roles in all aspects of the industry from exploration through project development, mining and mine rehabilitation. He has operational experience in open cut, underground, and in-situ mining and related processing, on projects in the USA, Germany, Africa and Australia. Since his arrival in Australia from the USA in 1998, he has served as CEO / Managing Director of a number of publicly listed and private mining companies based in South Australia, Victoria and Western Australia, primarily involved with project development and company transitioning from exploration to production. Mr Mutz is a Fellow of the AusIMM and a member of the Australian Institute of Company Directors. He holds a Bachelor of Science (Honours) and an MBA from the University of Phoenix in the US. Prior to joining Image Patrick was CEO of Murray Zircon Pty Ltd focusing on the development and mining and processing operations of its 100%-owned Mindarie Mineral Sands Project in South Australia, where he lead the company on its goal of becoming South Australia’s newest mineral sands mining company at that time. Mr Mutz has not been a director of any other listed public companies in the past 3 years. Peter Thomas Non-Executive Director Mr Thomas, having served on ASX listed company boards for over 30 years, has been a non-executive director of Image Resources NL since 10 April 2002. For over 30 years until June 2011, he ran a legal practise on his own account specialising in the delivery of wide ranging legal, corporate and commercial advice to listed explorers and miners. He serves on the Company’s remuneration committee. During the past three years he has served as a director of the following other listed companies:  Emu NL – appointed August 2007, continuing.  Middle Island Resources Limited – appointed March 2010, continuing. George Sakalidis Executive Director - Exploration Mr Sakalidis is an exploration geophysicist with over 35 years’ industry experience. His career has included extensive gold, diamond, base metals and mineral sands exploration. Mr Sakalidis has been involved in a number of significant mineral discoveries in Western Australia, including the Three Rivers and Rose gold deposits, the Dongara Mineral Sands Deposits, the Boonanarring-Gingin South-Hyperion Mineral Sands Deposits and he was involved in the tenement applications over the Silver Swan nickel deposit. He was also involved with the tenement application for the recently discovered Monty Copper mineralisation adjacent to the Degrussa Copper deposit. He was the founding Director of Magnetic Minerals Limited, which was taken over in March 2003 after he was instrumental in the discovery of the Dongara mineral sand deposits north of Eneabba. He is a founding Director and is currently an Executive Director of this Company (since listing on 4 July 2002) and is Managing Director of Magnetic Resources NL (which listed on 5 April 2007). Mr Sakalidis is also a founding director of ASX listed companies Meteoric Resources NL, Emu NL, and Potash West NL. During the past three years he has also served as a director of the following other listed companies:  Meteoric Resources NL - appointed February 2004, resigned November 2017. Magnetic Resources NL - appointed August 2006, resigned October 2014, reappointed 29 January 2016. Aaron Chong Veoy Soo Non-Executive Director Mr Soo has been a long term supporter and shareholder in Image Resources. Mr Soo is an advocate & solicitor practising in West Malaysia with 16 years of experience in legal practice and currently a partner in Stanley Ponniah, Ng & Soo, Advocates & Solicitors. He also serves on the Company’s audit committee. Mr Soo has not been a director of any other listed public companies in the past 3 years. - 15 - DIRECTORS' REPORT Chaodian Chen Non-Executive Director Mr Chen founded Orient Zirconic in 1995 and has built the company into a leading company in the zirconium industry. He served as President and Chairman of the company until mid-2013 when China National Nuclear Corporation (CNNC) became the largest shareholder in Orient Zirconic. He became the Chairman of Murray Zircon when the company was founded in 2011 as a result of Orient Zirconic’s first investment in mining in Australia. Mr Chen is the Vice President of China non-ferrous metals industry association titanium zirconium & Hafnium Branch. He holds an EMBA degree and is a Certified Engineer. He also owns a number of patents involving the processing of zircon. During the past three years he has also served as a director of the following other listed company:  Guangdong Orient Zirconic Ind Sci & Tech Co., Ltd, resigned 9 November 2016. Fei (Eddy) Wu Non-Executive Director Mr Wu has solid operational experience in the Australian resource and mining industry. He specialises in combining the strengths of Australian upstream mining with Chinese downstream processing and end use to optimise the strategy for resource development and maximise the resource value. As the first CEO of Murray Zircon, he built and led the team to complete the development and start-up at the Mindarie mineral sands project in late 2012. Mr Wu was appointed as a Non-Executive Director of Murray Zircon in early 2013. He was the CEO of Queensland Mining Corporation Limited (QMC) from August 2013 until January 2018. He is currently a Non-Executive Director of QMC and the CEO of WIM Resources Pty Ltd. Eddy graduated from the University of Science and Technology, Beijing. He holds a Master’s Degree in Commerce (Finance) from the Australian National University and a Master’s Degree in Science from Cass Business School, City University London. He also serves on the Company’s audit and remuneration committees as Chair of both. During the past three years he has also served as a director of the following other listed company:  Queensland Mining Corporation Limited. Appointed 9 August 2013, continuing. Dennis Wilkins Company Secretary (Appointed 25 September 2012) Mr Wilkins is the founder and principal of DW Corporate Pty Ltd, a leading privately held corporate advisory firm servicing the natural resources industry. Since 1994 he has been a director of, and involved in the executive management of, several publicly listed resource companies with operations in Australia, PNG, Scandinavia and Africa. From 1995 to 2001 he was the Finance Director of Lynas Corporation Ltd during the period when the Mt Weld Rare Earths project was acquired by the group. He was also founding director and advisor to Atlas Iron Limited at the time of Atlas’ initial public offering in 2006. Since July 2001 Mr Wilkins has been running DW Corporate Pty Ltd, where he advises on the formation of, and capital raising for, emerging companies in the Australian resources sector. AUDIT COMMITTEE At the date of this report the members of the Company’s audit committee comprise Messrs Besley, Soo and Wu (with Mr Wu undertaking the role of the Chair of that committee). During the year, the committee held one meeting. All members attended this meeting. REMUNERATION COMMITTEE At the date of this report the Remuneration Committee (“committee”) comprises Messrs Besley, Thomas and Wu (with Mr Wu undertaking the role of the Chair of that committee). During the year, the committee held one meeting. All members attended this meeting. MEETINGS OF DIRECTORS During the financial year ended 31 December 2017, there were 6 meetings of directors held. Attendances by each director during the year were as follows: Robert Besley Peter Thomas George Sakalidis Aaron Soo Chaodian Chen Fei Wu Patrick Mutz Directors’ Meetings Audit Committee Remuneration Committee Number eligible to attend Number attended Number eligible to attend Number attended Number eligible to attend Number attended 1 - - 1 - 1 - 1 - - 1 - 1 - 1 1 - - - 1 - 1 1 - - - 1 - 6 6 6 6 6 6 6 6 6 6 6 6 6 6 - 16 - DIRECTORS' REPORT REMUNERATION REPORT (Audited) Names and positions held of key management personnel (defined by the Australian Accounting Standards as being “those people having authority and responsibility for planning, directing, and controlling the activities of an entity, either directly or indirectly. This includes an entity's directors”) in office at any time during the financial year were: Key Management Personnel Position Robert Besley Patrick Mutz Peter Thomas Aaron Soo George Sakalidis Fei (Eddy) Wu Chaodian Chen John McEvoy Non-Executive Chairman Managing Director Non-Executive Director Non-Executive Director Executive Director – Exploration Non-Executive Director Non-Executive Director Chief Financial Officer The Company’s policy for determining the nature and amount of emoluments of key management personnel is set out below: Key Management Personnel Remuneration and Incentive Policies The Remuneration committee’s mandate is to make recommendations to the Board with respect to appropriate and competitive remuneration and incentive policies (including basis for paying and the quantum of any bonuses), for key management personnel and others as considered appropriate to be singled out for special attention, which:     motivates them to contribute to the growth and success of the Company within an appropriate control framework; aligns the interests of key leadership with the interests of the Company’s shareholders; are paid within any limits imposed by the Constitution and make recommendations to the Board with respect to the need for increases to any such amount at the Company’s annual general meeting; and in the case of directors, only permits participation in equity-based remuneration schemes after appropriate disclosure to, due consideration by and with the approval of the Company’s shareholders. Non-Executive Directors   The committee is to ensure that non-executive directors are not provided with retirement benefits other than statutory superannuation entitlements. To the extent that the Company adopts a remuneration structure for its non-executive directors other than in the form of cash and superannuation, the disclosure thereof shall be made to stakeholders and approvals obtained as required by law and the ASX listing rules. Incentive Plans and Benefits Programs The committee is to:  review and make recommendations concerning long-term incentive compensation plans, including the use of equity-based plans. Except as otherwise delegated by the Board, the committee will act on behalf of the Board to administer equity-based and employee benefit plans, and as such will discharge any responsibilities under those plans, including making and authorising grants, in accordance with the terms of those plans;   ensure that, where practicable, incentive plans are designed around appropriate and realistic performance targets that measure relative performance and provide remuneration when they are achieved; and review and, if necessary, improve any existing benefit programmes established for employees. Retirement and Superannuation Payments Prescribed benefits were provided by the Company to directors by way of superannuation contributions to externally managed complying superannuation funds during the year. These benefits were paid as superannuation contributions to satisfy (at least) the requirements of the Superannuation Contribution Guarantee Act and in satisfaction of any salary sacrifice requests. All contributions were made to accumulation type funds selected by the director and accordingly actuarial assessments were not required. - 17 - DIRECTORS' REPORT Relationship between Company Performance and Remuneration There is no relationship between the financial performance of the Company for the current or previous financial year and the remuneration of the key management personnel. Remuneration is set having regard to market conditions and encourage the continued services of key management personnel. Use of Remuneration Consultants The Company did not employ the services of a remuneration consultant during the financial year ended 31 December 2017 to make a remuneration recommendation in relation to any Key Management Personnel. Current Board Remuneration Structure The current remuneration structure for the board is as follows: Director Annual Directors Fees Committee Fees Mr R Besley (Non-Executive Chairman) $40,000 + statutory super $5,000 + statutory super Mr P Mutz (Managing Director) $340,000 inclusive of super - Mr P Thomas (Non-Executive Director) $30,000 + statutory super $5,000 + statutory super Mr A Soo (Non-Executive Director) $30,000 - Mr F Wu (Non-Executive Director) $30,000 + statutory super $5,000 + statutory super Mr C Chen (Non-Executive Director) $30,000 Mr G Sakalidis (Executive Technical Director) $175,000 inclusive of super - - Key Management Personnel Remuneration Table 1: Remuneration for the year ended 31 December 2017 Short-term benefits Directors Fees/Salary ($) Other Fees & contractual payments ($) Non- monetary benefits ($) Post- employment Statutory superannuat ion ($) Share-based payments Equity- settled share based payments ($) Total cash and cash equivalent benefits ($) Non-Executive Directors Robert Besley Peter Thomas Aaron Soo Fei (Eddy) Wu Chaodian Chen Executive Directors Patrick Mutz George Sakalidis Executive Officers John McEvoy Total . 45,000 35,000 30,000 35,000 30,000 253,363 136,510 259,615 824,488 - - - - - 54,616 - - 54,616 - - - - - - - - - 4,275 3,325 - 3,325 - 27,766 12,968 24,664 76,323 - - - - - - - - - - 18 - Total ($) 49,275 38,325 30,000 38,325 30,000 - - - - - 17,881 353,626 - - 149,478 284,279 17,881 973,308 DIRECTORS' REPORT Table 2: Remuneration for the 6 months ended 31 December 2016 Short-term benefits Post- employment Directors Fees ($) Other Fees & contractual payments ($) Non- monetary benefits ($) Statutory Superannuation ($) Total cash and cash equivalent benefits ($) Share-based payments Equity- settled share based payments ($) Non-Executive Directors Robert Besley Peter Thomas Aaron Soo Fei (Eddy) Wu Chaodian Chen Executive Directors Patrick Mutz George Sakalidis Executive Officers John McEvoy 1 Total 22,500 17,500 15,000 17,500 15,000 105,000 76,230 20,833 289,563 - - - - - 32,245 - - 32,245 - - - - - - - - - 2,138 1,662 - 1,662 - 15,000 7,242 1,979 29,683 - - - - - - - - - Total ($) 24,638 19,162 15,000 19,162 15,000 - - - - - 24,119 176,364 - - 83,472 22,812 24,119 375,610 Note 1 Mr McEvoy became a KMP on 1 December 2016. Table 3: Compensation options as at 31 December 2017 Granted No. Grant Date Fair value per option at grant date Exercise price per option (note 23) $ $ Executive Director Expiry Date First Exercise Date Last Exercise Date Vested No. Vested % Patrick Mutz 1,500,000 30-Nov-16 0.013 0.085 4-Dec-18 30-Nov-16 4-Dec-18 1,500,000 Patrick Mutz 1,500,000 30-Nov-16 0.015 0.10 4-Dec-18 30-Apr-17 4-Dec-18 1,500,000 100 100 Key Management Personnel Contracts Remuneration arrangements for Key Management Personnel are formalised in employment agreements. The following outlines the details of contracts: Executives Patrick Mutz – Managing Director      Base Salary - $340,000 per annum inclusive of superannuation Performance bonus - $100,000 per annum awarded as part of an executive performance incentive scheme and on completion of measured key performance indicators and performance above and beyond mere ordinary performance. Allowances – The Company will contribute up to $60,000 per 12 month period or proportion thereof for a company vehicle or taxis and car rental provided for use on company business, accommodation whilst located in Perth and towards airfares for travel between Adelaide and Perth. The allowances for accommodation and airfares are provided for in the contract until 31 December 2018. The agreement may be terminated by the Company by the provision of three months written notice. The employee may terminate the contract by the provision of two months’ notice. Unvested options terminate upon resignation as Managing Director in accordance with the terms on which the options were granted. - 19 - DIRECTORS' REPORT George Sakalidis – Executive Director – Exploration   Base Salary - $175,000 per annum inclusive of superannuation based on a 70% commitment of time being an average of 28 hours work per week. Salary is paid monthly based on a rate of $110 per hour plus 9.5% superannuation. The agreement may be terminated by the provision of one month’s written notice by either the Company or Mr Sakalidis. John McEvoy – Chief Financial Officer   Base Salary - $250,000 per annum plus minimum superannuation guarantee contribution of 9.5%. The agreement may be terminated by the provision of three month’s written notice by either the Company or Mr McEvoy. Non Executives Clause 91 (1) of the Company’s Constitution provides that Directors are entitled to receive Directors’ fees within the limits approved by shareholders in general meeting. Shareholders approved the aggregate fees to be paid to Directors to be $300,000 per annum on 30 November 2009. Each Non-Executive Director’s actual remuneration for the year ended 31 December 2017 and 6 months to 31 December 2016 is shown above. Each Non-Executive Director has an unspecified term of appointment, which is subject to the Company’s Constitution. Conditions are reviewed at least annually by the Remuneration Committee. There are no termination benefits for any Non-Executive Director. Base fees for each non-executive director during their period in office were as follows: Base Fees per annum $ 40,000 30,000 30,000 30,000 30,000 Audit Committee Fee Remuneration Committee Fee Superannuation $ - - - - - $ 5,000 5,000 - 5,000 - % 9.5 9.5 - 9.5 - Robert Besley Peter Thomas Aaron Soo Fei (Eddy) Wu Chaodian Chen Consultant Agreements DW Corporate Services Pty Ltd: provides the services of Dennis Wilkins as Company Secretary. These services are provided under a services agreement for a fixed monthly retainer fee of $2,000 plus additional services charged at specified hourly rates. Four months’ written notice of termination is required from either party. Guaranteed Rate Increases There are no guaranteed rate increases fixed in the contracts of any of the key management personnel. Options and Rights Granted as Remuneration During the financial year no options were issued to / or exercised by key management personnel to acquire fully paid ordinary shares. - 20 - DIRECTORS' REPORT Options held by Key Management Personnel KMP Directors Patrick Mutz Totals Balance at Beginning of Year No. Grant Details Exercised Lapsed No. Value $ No. Value $ No. Balance at End of Year No. 3,000,000 3,000,000 - - - - - - - - - - 3,000,000 3,000,000 Other than listed above no Key Management Person or their related entities held options in the Company during the financial year. KMP Directors Patrick Mutz Totals Balance at End of Year Vested Exercisable Unexercisable No. No. No. Total at End of Year No. Unvested Total at End of Year No. 3,000,000 3,000,000 3,000,000 3,000,000 - - 3,000,000 3,000,000 - - Shares held by Key Management Personnel The number of shares in the company held at the beginning and end of the year and net movements during the financial year by key management personnel and/or their related entities are set out below: Name Directors Robert Besley Peter Thomas Aaron Soo Fei Wu Chaodian Chen George Sakalidis Patrick Mutz Executive Officer John McEvoy Totals Balance at Beginning of Year or Date of Appointment Other Changes during the Year Balance at End of Year or Date of Retirement 400,000 166,667 566,667 2,104,306 - 2,104,306 15,988,861 (4,988,861) 11,000,000 - - - - - - 3,878,489 500,000 4,378,489 - - - 475,000 950,834 1,420,834 22,846,656 (3,371,360) 19,470,296 Other Equity-related KMP Transactions There have been no other transactions involving equity instruments apart from those described in the tables above relating to options, rights and shareholdings. - 21 - DIRECTORS' REPORT Other Transactions with KMP and/or their Related Parties There were no other transactions conducted between the Company and KMP or their related parties, apart from those disclosed above relating to equity, compensation and loans, that were conducted other than in accordance with normal employee, customer or supplier relationships on terms no more favourable than those reasonably expected under arm’s length dealings with unrelated persons. End of remuneration report audited. OPTIONS At the date of this report, there were 3,000,000 options over 3,000,000 unissued ordinary shares in the Company as follows: Refer to note 22 for further details of the options outstanding. Grant Date 5 December 2016 5 December 2016 Date of Expiry 4 December 2018 4 December 2018 Exercise Price Number under Option 8.5 cents 10 cents 1,500,000 1,500,000 Option holders do not have any rights to participate in any issues of shares of the Company during or since the end of the reporting year. For details of options issued to directors and executives as remuneration, refer to the remuneration report. During the year ended 31 December 2017 no ordinary shares were issued on the exercise of options granted. No further shares have been issued since year-end. No amounts are unpaid on any of the shares. CORPORATE STRUCTURE Image is a no liability company incorporated and domiciled in Australia. ACCESS TO INDEPENDENT ADVICE Each director has the right, so long as he is acting reasonably in the interests of the Company and in the discharge of his duties as a director, to seek independent professional advice and recover the reasonable costs thereof from the Company. The advice shall only be sought after consultation about the matter with the chairman (where it is reasonable that the chairman be consulted) or, if it is the chairman that wishes to seek the advice or it is unreasonable that he be consulted, another director (if that be reasonable). The advice is to be made immediately available to all Board members other than to a director against whom privilege is claimed. INDEMNIFICATION AND INSURANCE OF DIRECTORS AND OFFICERS The Company has entered into agreements indemnifying, to the extent permitted by law, all the directors and officers of the Company against all losses or liabilities incurred by each director and officer in their capacity as directors and officers of the Company. During the year an amount of $31,548 (6 months to 31 December 2016: $12,140) was incurred in insurance premiums for this purpose. PROCEEDINGS ON BEHALF OF THE COMPANY No person has applied to the Court under section 237 of the Corporations Act 2001 for leave to bring proceedings on behalf of the Company, or to intervene in any proceedings to which the Company is a party, for the purpose of taking responsibility on behalf of the Company for all or part of those proceedings. AUDITOR’S INDEPENDENCE DECLARATION A copy of the auditor’s independence declaration as required under section 307C of the Corporations Act 2001 is set out in this annual report. Signed in accordance with a resolution of the directors SIGNED: ROBERT BESLEY CHAIRMAN Perth, 28 March 2018 - 22 - CORPORATE GOVERNANCE STATEMENT Image Resources NL and the Board are committed to achieving and demonstrating the highest standards of corporate governance. Image Resources NL has reviewed its corporate governance practices against the Corporate Governance Principles and Recommendations (3rd edition) published by the ASX Corporate Governance Council. The 2017 Corporate Governance Statement is dated at 27 March 2018 and reflects the corporate governance practices in place throughout the period ended 31 December 2017. The 2017 Corporate Governance Statement was approved by the Board on 27 March 2018. A description of the Group’s current corporate governance practices is set out in the Group’s Corporate Governance Statement which can be viewed at www.imageres.com.au. - 24 - STATEMENT OF PROFIT OR LOSS AND OTHER COMPREHENSIVE INCOME For the Year Ended 31 December 2017 Notes 3 11 3 4 7 7 Year to 31 Dec 2017 ($) 19,373 8,805 (53,132) (5,096,598) (2,697,161) (230,252) (8,048,965) 34,942 (8,014,023) 2,869 2,869 6 months to 31 Dec 2016 ($) 20,699 5,497 (25,000) (1,484,003) (1,257,326) (112,822) (2,852,955) - (2,852,955) (20) (20) (8,011,154) (2,852,975) (8,011,154) (2,852,975) (1.48) (1.48) (0.75) (0.75) Revenue Interest and dividends income Other revenue Expenses Depreciation expense Exploration and evaluation expenses Other expenses Finance costs Loss before income tax Income tax benefit Loss from continuing operations Other comprehensive income Items that may be reclassified subsequently to profit and loss Changes in the fair value of available for sale financial assets Other comprehensive income for the period, net of tax Total loss and other comprehensive income for the period Total loss and other comprehensive income for period attributable to members of the Company Basic loss per share (cents per share) Diluted loss per share (cents per share) The accompanying notes form part of these financial statements. - 25 - STATEMENT OF FINANCIAL POSITION As at 31 December 2017 Current Assets Cash and cash equivalents Trade and other receivables Other assets Total Current Assets Non-Current Assets Property, plant and equipment Inventory Other financial assets Total Non-Current Assets TOTAL ASSETS Current Liabilities Trade and other payables Provisions Borrowings Total Current Liabilities Non-Current Liabilities Borrowings Total Non-Current Liabilities TOTAL LIABILITIES NET ASSETS Equity Contributed equity Reserves Accumulated losses TOTAL EQUITY The accompanying notes form part of these financial statements. Notes 8 9 10 11 13 12 14 15 16 16 17 17 - 26 - 31 Dec 2017 ($) 4,422,650 81,756 126,065 4,630,471 31 Dec 2016 ($) 1,107,723 15,142 117,886 1,240,751 14,642,083 12,753,476 755,514 16,780 15,414,377 20,044,848 940,445 158,876 34,843 1,134,164 3,996,000 3,996,000 5,130,164 14,914,684 68,917,165 42,269 (54,044,750) 14,914,684 756,084 7,514 13,517,074 14,757,825 416,284 127,614 - 543,898 3,972,000 3,972,000 4,515,898 10,241,927 56,251,135 21,519 (46,030,727) 10,241,927 STATEMENT OF CHANGES IN EQUITY For the Year Ended 31 December 2017 Contributed Equity Available for Sale Financial Asset Reserve Employee Benefit Reserve Accumulated Losses ($) ($) ($) ($) Total ($) Balance at 1 July 2016 56,283,014 (2,580) 393,640 (43,571,412) 13,102,662 Comprehensive loss Operating loss for the period Other comprehensive loss Total comprehensive loss for the year Transactions with owners in their capacity as owners Options expired during the period Equity settled share based payment transactions Cost of share issue Total transactions with owners in their capacity as owners - - - - - (31,879) (31,879) - (20) (20) - - - - - - - (2,852,955) (2,852,955) - (20) (2,852,955) (2,852,975) (393,640) 393,640 - 24,119 - - - 24,119 (31,879) (369,521) 393,640 (7,760) Balance at 31 December 2016 56,251,135 (2,600) 24,119 (46,030,727) 10,241,927 Balance at 1 January 2017 56,251,135 (2,600) 24,119 (46,030,727) 10,241,927 Comprehensive loss Operating loss for the year Other comprehensive income Total comprehensive loss for the year Transactions with owners in their capacity as owners Shares issued during the year Cost of share issue Equity settled share based payment transactions Total transactions with owners in their capacity as owners - - - 13,353,548 (687,518) - 12,666,030 - 2,869 2,869 - - - - - - - - - 17,881 17,881 (8,014,023) (8,014,023) - 2,869 (8,014,023) (8,011,154) - - - - 13,353,548 (687,518) 17,881 12,683,911 Balance at 31 December 2017 68,917,165 269 42,000 (54,044,750) 14,914,684 The accompanying notes form part of these financial statements. - 27 - STATEMENT OF CASH FLOWS For the Year Ended 31 December 2017 Notes CASH FLOWS FROM OPERATING ACTIVITIES Receipts from customers Payments to suppliers and contractors Interest received Interest paid Net cash used in operating activities 18 CASH FLOWS FROM INVESTING ACTIVITIES Purchase of property, plant and equipment Proceeds from sale of property, plant and equipment Payments for exploration and evaluation Payments for restricted cash – term deposit for bank guarantee Reclassification of deposits at call Net cash used in investing activities CASH FLOWS FROM FINANCING ACTIVITIES Proceeds from new issues of shares Payments for share issue costs Proceeds from borrowings Repayment of borrowings 17 16 16 Year to 31 Dec 2017 ($) 6,008 (2,497,325) 21,582 (206,252) (2,675,987) (1,459,359) 182 6 months to 31 Dec 2016 ($) 21,714 (1,342,770) 19,401 (112,877) (1,414,532) (83,721) - (5,239,945) (1,145,602) - - (6,699,122) 13,353,548 (698,355) 112,159 (77,316) (20,000) 750,000 (499,323) - (14,556) - - Net cash inflows from / (used in) financing activities 12,690,036 (14,556) Net increase / (decrease) in cash and cash equivalents Net foreign exchange difference Cash and Cash equivalents at beginning of the year Cash and cash equivalents at the end of the year 8 3,314,927 - 1,107,723 4,422,650 (1,928,411) - 3,036,134 1,107,723 The accompanying notes form part of these financial statements. - 28 - NOTES TO AND FORMING PART OF THE FINANCIAL STATEMENTS For the Year Ended 31 December 2017 This financial report includes the financial statements and notes of the Company. NOTE 1 STATEMENT OF SIGNIFICANT ACCOUNTING POLICIES Basis of Preparation The financial report is a general purpose financial report that has been prepared in accordance with Australian Accounting Standards, Australian Accounting Interpretations, other authoritative pronouncements of the Australian Accounting Standards Board (AASB) and the Corporations Act 2001. The financial statements were authorised for issue on 27 March 2018. The following is a summary of the material accounting policies adopted by the Company in the preparation of the financial report. Australian Accounting Standards set out accounting policies that the AASB has concluded would result in a financial report containing relevant and reliable information about transactions, events and conditions. Compliance with Australian Accounting Standards ensures that the financial statements and notes also comply with International Financial Reporting Standards. Material accounting policies adopted in the preparation of this financial report are presented below and have been consistently applied unless otherwise stated. Reporting Basis and Conventions The financial report has been prepared on an accruals basis and is based on historical costs modified by the revaluation of selected non-current assets, financial assets and financial liabilities for which the fair value basis of accounting has been applied. Going Concern As outlined in Note 21, subsequent to year end the Company entered into a $50m senior secured debt facility and raised $25m from an equity raising for the construction and commissioning of an open cut mine and wet concentration plant at the Boonanarring Mineral Sands Project. The Company recognises that its ability to continue as a going concern to meet its debt when they fall due is dependent on successful development of the open-cut mine broadly within budgeted cost expectations, ongoing compliance with debt covenants, and the mines subsequent profitable operation. The Directors have reviewed the business outlook and are of the opinion that the use of the going concern basis of accounting is appropriate as they believe the Company will achieve the matters set out above. However, the conditions outlined above create uncertainty that may cast significant doubt as to whether the Company will continue as a going concern and, therefore whether the Company will realize its assets and extinguish its liabilities in the normal course of business and at the amounts stated in these financial statements. This financial report does not include any adjustments relating to the recoverability and classification of recorded asset amounts nor to the amounts and classification of liabilities that may be necessary should the Company be unable to continue as a going concern. Accounting Policies a) Revenue Interest revenue is recognised on a proportional basis taking into account interest rates applicable to the financial asset. Research and development tax incentives are recognised as other revenue during the financial year in which the claim for refund is made. Profit on sale of exploration areas of interest is recognised upon the transfer of ownership. All revenue is stated net of the amount of goods and services tax (GST). b) Employee Benefits Provision is made for the Company’s liability for employee benefits arising from services rendered by non-casual employees to balance date. Employee benefits that are expected to be settled within one year have been measured at the amounts expected to be paid when the liability is settled. There is no liability for long service leave entitlements. c) Exploration and Evaluation Expenditure All exploration and evaluation expenditure is expensed to the Statement of Profit or Loss and other Comprehensive Income as incurred. The effect of this write-off is to increase the loss incurred from continuing operations as disclosed in the Statement of Profit or Loss and other Comprehensive Income and to decrease the carrying values in the Statement of Financial Position. That the carrying value of mineral assets, as a result of the operation of this policy, is zero does not necessarily reflect the board’s view as to the market value of that asset. d) Asset Acquisitions The cost method is used for all acquisitions of assets regardless of whether shares or other assets are acquired. Cost is determined as the fair value of assets given up at the date of acquisition plus costs incidental to the acquisition. Costs relating to the acquisition of new areas of interest are classified as either exploration and evaluation expenditure or mine properties based on the stage of development reached at the date of acquisition. - 29 - NOTES TO AND FORMING PART OF THE FINANCIAL STATEMENTS For the Year Ended 31 December 2017 e) Goods and Services Tax (GST) Revenues, expenses and assets are recognised net of the amount of GST except where the GST incurred on a purchase of goods and services is not recoverable from the taxation authority. In these circumstances, the GST is recognised as part of the cost of acquisition of the asset or as part of the expense item as applicable. Receivables and payables in the Statement of Financial Position are shown inclusive of GST. The net amount of GST recoverable from, or payable to, the taxation authority is included as part of receivables or payables in the Statement of Financial Position. Cash flows are presented in the statement of cash flows on a gross basis, except for the GST component of investing and financing activities, which are disclosed as operating cash flows. Commitments and contingencies are disclosed net of the amount of GST recoverable from, or payable to, the taxation authority. f) Income Tax The income tax expense for the year comprises current income tax expense and deferred tax expense. Current income tax expense charged to the Statement of Profit or Loss and Other Comprehensive Income is the tax payable on taxable income calculated using applicable income tax rates enacted, or substantially enacted, as at reporting date. Current tax liabilities and assets are therefore measured at the amounts expected to be paid to or recovered from the relevant taxation authority. Deferred income tax expense reflects movements in deferred tax asset and deferred tax liability balances during the year as well as unused tax losses, if any in fact are brought to account. Deferred tax assets and liabilities are ascertained based on temporary differences arising between the tax bases of assets and liabilities and their carrying amounts in the financial statements. Deferred tax assets also result where amounts have been fully expensed but future tax deductions are available. No deferred income tax will be recognised from the initial recognition of an asset or liability, excluding a business combination, where there is no effect on accounting or taxable profit or loss. Deferred tax assets and liabilities are calculated at the tax rates that are expected to apply to the year when the asset is realised or the liability is settled, based on tax rates enacted or substantively enacted at reporting date. Their measurement also reflects the manner in which management expects to recover or settle the carrying amount of the related asset or liability. Deferred tax assets relating to temporary differences and unused tax losses are recognised only to the extent that it is probable that future taxable profit will be available against which the benefits of the deferred tax asset can be utilised. Current tax assets and liabilities are offset where a legally enforceable right of set-off exists and it is intended that net settlement or simultaneous realisation and settlement of the respective asset and liability will occur. Deferred tax assets and liabilities are offset where a legally enforceable right of set-off exists, the deferred tax assets and liabilities relate to income taxes levied by the same taxation authority on either the same taxable entity or different taxable entities where it is intended that net settlement or simultaneous realisation and settlement of the respective asset and liability will occur in future periods in which significant amounts of deferred tax assets or liabilities are expected to be recovered or settled. g) Cash and Cash Equivalents Cash and cash equivalents include cash on hand, deposits held at call with banks and other short-term highly liquid investments with original maturities of three months or less. h) Impairment of Assets At each reporting date, the Company reviews the carrying values of its tangible and intangible assets to determine whether there is any indication that those assets have been impaired. If such an indication exists, the recoverable amount of the asset, being the higher of the asset’s fair value less costs to sell and value in use, is compared to the asset’s carrying value. Any excess of the asset’s carrying value over its recoverable amount is expensed to the Statement of Profit or Loss and Other Comprehensive Income. This policy has no application where paragraph (c) Exploration and Evaluation Expenditure applies. i) Earnings per Share (i) (ii) Basic Earnings per Share – Basic earnings per share (EPS) is determined by dividing the loss from continuing operations after related income tax expense by the weighted average number of ordinary shares outstanding during the financial year. Diluted Earnings per Share – Options that are considered to be dilutive are taken into consideration when calculating the diluted earnings per share. - 30 - NOTES TO AND FORMING PART OF THE FINANCIAL STATEMENTS For the Year Ended 31 December 2017 j) Property, plant, and equipment Property, plant and equipment is stated at historical cost, less accumulated depreciation and accumulated impairment losses, if any. Historical cost includes expenditure that is directly attributable to the acquisition of the items and costs incurred in bringing the asset into use. Subsequent costs are included in the asset’s carrying amount or recognised as a separate asset, as appropriate, only when it is probable that future economic benefits associated with the item flow to the Company and the cost of the item can be measured reliably. The carrying amount of the replaced part is derecognised. All other repairs and maintenance costs are recognised in the income statement as incurred. Mine development costs are capitalised only once a decision to mine is made and the development is fully funded. Depreciation The depreciable amount of all plant, equipment and motor vehicles are depreciated on a straight-line basis over the asset’s useful life to the Company commencing from the time the asset is held ready for use. The depreciation rates used for the class of plant, equipment and motor vehicle depreciable assets range between 20% and 100%. An item of property, plant and equipment and any significant part initially recognised is derecognised upon disposal or when no future economic benefits are expected from its use or disposal. Any gain or loss arising on de-recognition of the asset (calculated as the difference between the net disposal proceeds and the carrying amount of the asset) is included in the income statement when the asset is derecognised. The assets’ residual values, useful lives and depreciation methods are reviewed at each reporting period and adjusted prospectively, if appropriate. k) Financial Instruments Recognition and Initial Measurement Financial assets and financial liabilities are recognised when the entity becomes a party to the contractual provisions to the instrument. For financial assets, this is equivalent to the date that the Company commits itself to either the purchase or sale of the asset. Financial instruments are initially measured at fair value plus transaction costs, except where the instrument is classified at fair value through profit and loss, in which case transaction costs are expensed to profit and loss immediately. Classification and Subsequent Measurement Finance instruments are subsequently measured at either of fair value, amortised cost using the effective interest rate method, or cost. Fair value represents the amount for which an asset could be exchanged or a liability settled, between knowledgeable, willing parties. Where available, quoted prices in an active market are used to determine fair value. In other circumstances, valuation techniques are adopted. Amortised cost is calculated as: - - - - the amount at which the financial asset or financial liability is measured at initial recognition; less principal repayments; plus or minus the cumulative amortisation of the difference, if any, between the amount initially recognised and the maturity amount calculated using the effective interest method; and less any reduction for impairment. The effective interest method is used to allocate interest income or interest expense over the relevant period and is equivalent to the rate that exactly discounts estimated future cash payments or receipts (including fees, transaction costs and other premiums or discounts) through the expected life (or when this cannot be reliably predicted, the contractual term) of the financial instrument to the net carrying amount of the financial asset or financial liability. Revisions to expected future net cash flows will necessitate an adjustment to the carrying value with a consequential recognition of an income or expense in profit and loss. The Company does not designate any interests in joint venture entities as being subject to the requirements of accounting standards specifically applicable to financial instruments. Loans and receivables Loans and receivables are non-derivative financial assets with fixed or determinable payments that are not quoted in an active market and are subsequently measured at amortised cost. Held-to-maturity investments Held-to-maturity investments are non-derivative financial assets that have fixed maturities and fixed or determinable payments, and it is the Company’s intention to hold these investments to maturity. They are subsequently measured at amortised cost. Available-for-sale financial assets Available-for-sale financial assets are non-derivative financial assets that are not suitable to be classified into other categories of financial assets due to their nature, or they are designated as such by management. They comprise investments in the equity of other entities where there is neither a fixed maturity or determinable payments. - 31 - NOTES TO AND FORMING PART OF THE FINANCIAL STATEMENTS For the Year Ended 31 December 2017 They are subsequently measured at fair value with changes in such fair value (i.e., gains and losses) recognised in other comprehensive income (except for impairment losses and foreign exchange gains and losses). When the financial asset is derecognised, the cumulative gain or loss pertaining to that asset previously recognised in other comprehensive income is reclassified into profit and loss. Available-for-sale financial assets are included in current assets where they are expected to be sold within 12 months after the end of the reporting period. All other financial assets are classified as non-current assets. Financial liabilities Non-derivative financial liabilities (excluding financial guarantees) are subsequently measured at amortised cost. Fair Value Fair value is determined based on closing market prices for all quoted investments. Valuation techniques are applied to determine the fair value for all unlisted securities, including recent arm’s length transactions, reference to similar instruments and option pricing models. The expression “fair value” – and derivatives thereof – wherever used in this report bears the meaning ascribed to that expression by the Australian Accounting Standards Board. Impairment At each reporting date, the Company assesses whether there is objective evidence that a financial instrument has been impaired. In the case of available-for-sale financial instruments, a prolonged decline in the value of the instrument is considered to determine whether an impairment has arisen. Impairment losses are recognised in the profit or loss. Financial Guarantees Where material, financial guarantees issued, which require the issuer to make specified payments to reimburse the holder for a loss it incurs because a specified debtor fails to make payment when due, are recognised as a financial liability at fair value on initial recognition. The guarantee is subsequently measured at the higher of the best estimate of the obligation and the amount initially recognised less, when appropriate, cumulative amortisation in accordance with AASB 118: Revenue. Where the entity gives guarantees in exchange for a fee, revenue is recognised under AASB 118. The fair value of financial guarantee contracts has been assessed using a probability weighted discounted cash flow approach. The probability has been based on: - the likelihood of the guaranteed party defaulting in a year period; - - the proportion of the exposure that is not expected to be recovered due to the guaranteed party defaulting; and the maximum loss exposed if the guaranteed party were to default. De-recognition Financial assets are derecognised where the contractual rights to receipt of cash flows expires or the asset is transferred to another party whereby the entity no longer has any significant continuing involvement in the risks and benefits associated with the asset. Financial liabilities are derecognised where the related obligations are either discharged, cancelled or expired. The difference between the carrying value of the financial liability extinguished or transferred to another party and the fair value of consideration paid, including the transfer of non-cash assets or liabilities assumed, is recognised in profit or loss. l) Provisions Provisions are recognised when the Company has a legal or constructive obligation, as a result of past events, for which it is probable that an outflow of economic benefits will result and that outflow can be reliably measured. m) Leases Lease payments for operating leases (where substantially all the risks and benefits remain with the lessor) are charged as an expense in the periods in which they are incurred. Lease incentives under operating leases, if any, are recognised as a liability and amortised on a straight-line basis over the life of the lease term. n) Contributed Equity Ordinary share capital is recognised at the fair value of the consideration received by the Company. Any transaction costs arising on the issue of ordinary shares are recognised directly in equity as a reduction of the share proceeds received. o) Comparative Figures When required by Accounting Standards, comparative figures have been adjusted to conform to changes in presentation for the current financial year. - 32 - NOTES TO AND FORMING PART OF THE FINANCIAL STATEMENTS For the Year Ended 31 December 2017 p) Segment Reporting Operating segments are reported in a manner that is consistent with the internal reporting to the chief operating decision maker (“CODM”), which has been identified by the Company as the Managing Director and other members of the Board of directors. q) Critical Accounting Estimates, Assumptions and Judgements The directors evaluate estimates and judgements incorporated into the financial report based on historical knowledge and best available current information. Estimates assume a reasonable expectation of future events and are based on current trends and economic data obtained both externally and from within the Company. Taxation Balances disclosed in the financial statements and the notes thereto related to taxation are based on best estimates by directors. These estimates take into account both the financial performance and position of the Company as they pertain to current income tax legislation and the directors understanding thereof. No adjustment has been made for pending or future taxation legislation. The current tax position represents the directors’ best estimate pending an assessment being received from the Australian Taxation Office. Environmental Issues Balances disclosed in the financial statements and notes thereto are not adjusted for any pending or enacted environmental legislation and the directors understanding thereof. At the current stage of the Company’s development and its current environmental impact, the directors believe such treatment is reasonable and appropriate. Impairment The Company assesses impairment at each reporting date by evaluating conditions specific to the Company that may lead to impairment of assets. Where an impairment trigger exists, the recoverable amount of the asset is determined. Value-in-use calculations performed in assessing recoverable amounts incorporate a number of key estimates. Share based payments Share-based payment transactions made from time to time, in the form of options to acquire ordinary shares, are ascribed a fair value using the Black-Scholes option pricing model. This model uses assumptions and estimates as inputs. r) New Accounting Standards for Application in Future Years There are a number of new Accounting standards and Interpretations issued by the AASB that are not yet mandatorily applicable to the Company and have not been applied in preparing these financial statements. The Company does not plan to adopt these standards early. These standards are not expected to have a material impact on the Company in the current or future period until mandatory adoption. NOTE 2 OPERATING SEGMENTS Segment Information Identification of reportable segments The Company has identified that it operates in only one segment based on the internal reports that are reviewed and used by the board of directors (chief operating decision makers) in assessing performance and determining the allocation of resources. The Company is a minerals sands exploration and evaluation company. Currently all the Company’s mineral sands tenements and resources are located in Western Australia. Revenue and assets by geographical region The Company's revenue is received from sources and assets located wholly within Australia. Major customers Due to the nature of its operations, the Company does not yet provide products or ongoing services. Financial information Reportable items required to be disclosed in this note are consistent with the information disclosed in the Statement of Profit or Loss and Other Comprehensive Income and Statement of Financial Position and are not duplicated here. - 33 - NOTES TO AND FORMING PART OF THE FINANCIAL STATEMENTS For the Year Ended 31 December 2017 REVENUE AND EXPENDITURE NOTE 3 REVENUE Other Income Revaluation of available for sale financial assets Rendering of Services EXPENDITURE Other Expenses Loss on disposal of property, plant and equipment Occupancy costs Filing and ASX Fees Corporate, staff and management Other expenses from continuing operations INCOME TAX NOTE 4 The components of tax expense comprise: Current tax Deferred tax asset/liability The prima facie tax on loss from ordinary activities before income tax is reconciled to income tax as follows: Loss from continuing operations before income tax Prima facie tax benefit attributable to loss from continuing operations before income tax at 30% Tax effect of Non-allowable and additional deductible items  Revaluation of available-for-sale financial assets  Capital raising costs  Exploration expenses not deductible Effect of tax losses and temporary differences not brought to account Under provision for prior period arising from R and D tax refund Income tax offset attributable to the Company Unrecognised temporary differences Net deferred tax assets (calculated at 30%) have not been recognised in respect of the following items: Prepayments Provisions Capital raising costs Unrecognised deferred tax assets relating to the above temporary differences Unrecognised deferred tax assets The Company has accumulated tax losses of $42,277,297 (2016: $36,210,256). The potential deferred tax benefit of these losses of $12,683,189 will only be recognised if: Year to 31 Dec 2017 ($) 6,397 2,408 8,805 (2,286) (169,872) (43,436) (1,827,345) (654,222) (2,697,161) - - - 8,014,023 2,404,207 1,919 (77,294) (530,082) (1,706,372) (92,378) - 663 8,227 209,283 218,173 6 months to 31 Dec 2016 ($) - 5,497 5,497 - (73,772) (30,111) (625,478) (527,965) (1,257,326) - - - 2,852,955 855,887 - (24,559) - (831,328) - - (389) 80,322 6,728 86,661 (i) (ii) (iii) the Company derives future assessable income of a nature and of an amount sufficient to enable the benefit from the losses and deductions to be released; the Company continues to comply with the conditions for deductibility imposed by the law; and no changes in tax legislation adversely affect the Company in realising the benefit from the deductions for the losses. - 34 - NOTES TO AND FORMING PART OF THE FINANCIAL STATEMENTS For the Year Ended 31 December 2017 NOTE 5 KEY MANAGEMENT PERSONNEL COMPENSATION Short-term employee benefits Post-employment benefits Equity-settled share based payments Year to 31 Dec 2017 ($) 879,104 76,323 17,881 973,308 6 months to 31 Dec 2016 ($) 321,808 29,683 24,119 375,610 Short-term employee benefits These amounts include fees and benefits paid to non-executive Chair and non-executive directors as well as all salary and paid leave benefits awarded to executive directors and other KMP. Post-employment benefits These amounts are the costs of superannuation contributions payable for the period. Equity-settled share based payments This amount is calculated as the fair value of the options and represents the value of the services received during the period the options are held over the financial period. This value was calculated using the Black-Scholes option pricing model. Further information on the share based payment transaction is disclosed in Note 22. Further key management personnel remuneration information has been included in the Remuneration Report section of the Directors Report. Information on related party and entity transactions are disclosed in Note 23. NOTE 6 Amounts received or due and receivable by the auditors of the Company for: AUDITORS REMUNERATION Auditing and reviewing the financial reports – Greenwich & Co Audit Pty Ltd NOTE 7 Basic and diluted loss per share EARNINGS PER SHARE The following reflects the earnings and share data used in the calculation of basic and diluted loss per share Loss for the period attributable to owners of the Company Loss used in calculating basic and diluted loss per share 20,279 (Cents) 1.48 ($) 35,583 (Cents) 0.75 ($) (8,011,154) (8,011,154) (2,852,955) (2,852,955) Number of shares Number of shares Weighted average number of ordinary shares used in calculating basic loss per share 542,790,567 379,511,740 The Company had 3,000,000 (2016: 3,000,000) options over fully paid ordinary shares on issue at balance date. Options are considered to be potential ordinary shares, however, they are not considered to be dilutive in this year (6 months to 31 December 2016: not dilutive) and accordingly have not been included in the determination of diluted loss per share. CASH AND CASH EQUIVALENTS NOTE 8 Cash at bank Deposits at call TRADE AND OTHER RECEIVABLES NOTE 9 Trade receivables GST and tax refundable - 35 - 31 Dec 2017 ($) 4,408,780 13,870 4,422,650 19,272 62,484 81,756 31 Dec 2016 ($) 589,242 518,481 1,107,723 2,928 12,214 15,142 NOTES TO AND FORMING PART OF THE FINANCIAL STATEMENTS For the Year Ended 31 December 2017 OTHER ASSETS - CURRENT NOTE 10 Restricted cash – security for guarantees Prepayments 31 Dec 2017 ($) 54,667 71,398 126,065 31 Dec 2016 ($) 54,667 63,219 117,886 Restricted cash represents term deposits held by the Company’s bank as security for a bank guarantee ($34,667) in favour of the property manager in relation to operating lease commitments for the office premises and security for the Company credit card ($20,000). Deposits at call consist of term deposits with maturity dates greater than three months. PROPERTY, PLANT AND EQUIPMENT NOTE 11 Period ended 31 December 2016 Balance at 1 July 2016 Additions Depreciation Closing Net Book Value At 31 December 2016 Cost Accumulated Depreciation Net Book Value Year ended 31 December 2017 Balance at 1 January 2017 Additions Disposals Depreciation Closing Net Book Value At 31 December 2017 Cost Accumulated Depreciation Net Book Value Plant and Equipment ($) 12,702,544 75,932 (25,000) 12,753,476 12,925,896 (172,420) 12,753,476 12,753,476 3,113 (2,468) (53,132) 12,700,989 12,902,291 (201,302) 12,700,989 Land and Buildings ($) - - - - - - - - 1,941,094 - - 1,941,094 1,941,094 - 1,941,094 Total ($) 12,702,544 75,932 (25,000) 12,753,476 12,925,896 (172,420) 12,753,476 12,753,476 1,944,207 (2,468) (53,132) 14,642,083 14,843,385 (201,302) 14,642,083 Property, plant and equipment includes the purchase of a wet concentration mineral sands processing plant and ancillary mining and processing equipment from Murray Zircon on 8 June 2016 for $11,935,028. The wet concentration mineral sands processing plant and ancillary mining and processing equipment from Murray Zircon is yet to be depreciated because it is not yet in the location and condition necessary for it to be capable of operating in the manner intended by management. As at 31 December 2017 the carrying value of motor vehicles was $58,029 (31 December 2016: $82,219) OTHER FINANCIAL ASSETS NOTE 12 Non-Current Available-for-sale financial assets – shares in listed corporations Investments in related parties Available-for-sale financial assets includes the following investments held in director- related party entities: Magnetic Resources NL – partly-paid shares 31 Dec 2017 ($) 16,780 31 Dec 2016 ($) 7,514 780 14 - 36 - NOTES TO AND FORMING PART OF THE FINANCIAL STATEMENTS For the Year Ended 31 December 2017 INVENTORY NOTE 13 Non-Current Inventory 31 Dec 2017 ($) 755,514 31 Dec 2016 ($) 756,084 Inventory of $1,080,177 including wet plant spares and other inventory items, were purchased from Murray Zircon on 8 June 2016. Of this $324,093 was allocated to property, plant and equipment as it was considered that the items relating to this amount will not be used in the first year of mineral sands production. TRADE AND OTHER PAYABLES NOTE 14 Trade creditors and accruals GST and tax payable NOTE 15 Employee leave benefits CURRENT PROVISIONS BORROWINGS NOTE 16 Current Interest bearing loan Non-Current Interest bearing loan Fees associated with draw-down on 8 June 2016 (a) Current 875,022 65,423 940,445 366,512 49,772 416,284 158,876 127,614 34,843 - Interest Rate 5% 4,000,000 (4,000) 3,996,000 4,000,000 (28,000) 3,972,000 The loan is with Hunter Premium Funding Limited and was fully drawn on 12 July 2017 to the amount of $112,159 for the payment of insurance premium renewal invoices. The key terms of the loan include a flat 6.44% interest rate and 10 monthly repayments of $11,938.22. (b) Non-Current The loan is with Murray Zircon Pty Ltd and was fully drawn down on 8 June 2016 on completion of the transaction with Murray Zircon and Orient Zirconic. Murray Zircon is a related party due to it holding a 37.8% interest in the shares of the Company. The key terms of the loan include an interest rate of 5% per annum accruing daily, payment of interest half-yearly in arrears, amounts outstanding repayable upon first production of 20,000 wet tonnes of heavy mineral concentrates (First Production) and allows for repayment to be made using funds under the Prepayment Facility once available (early payment is allowed at any time, with no ability to redraw) and customary default provisions. The loan is secured against all present and after-acquired property of the Company and a mining mortgage in respect of certain core tenements held by Image. NOTE 17 ISSUED CAPITAL Contributed Equity – Ordinary Shares At the beginning of the period Placement issue of shares at $0.04 Placement issue of shares at $0.09 Placement issue of shares at $0.09 Placement issue of shares at $0.10 Share issue costs Balance at the end of the period Year to 31 Dec 2017 6 months to 31 Dec 2016 No. $ No. $ 379,511,740 158,129,891 15,870,578 17,777,778 40,000,000 - 611,289,987 56,251,135 6,325,196 1,428,352 1,600,000 4,000,000 (687,518) 68,917,165 379,511,740 - - - - - 379,511,740 56,283,014 - - - - (31,879) 56,251,135 - 37 - NOTES TO AND FORMING PART OF THE FINANCIAL STATEMENTS For the Year Ended 31 December 2017 NOTE 17 ISSUED CAPITAL (CONT’D) Reserves Available-for-sale financial assets reserve Employee benefits reserve (i) Closing balance Reserve – Available for Sale Financial Assets Balance at the beginning of the period Changes in the fair value of available for sale financial assets Balance at the end of the period Reserve – Employee Benefits Balance at the beginning of the period Lapse of options Share based payment benefit expense Balance at the end of the period 31 Dec 2017 ($) 269 42,000 42,269 Year to 31 Dec 2017 ($) (2,600) 2,869 269 24,119 - 17,881 42,000 31 Dec 2016 ($) (2,600) 24,119 21,519 6 months to 31 Dec 2016 ($) (2,580) (20) (2,600) 393,640 (393,640) 24,119 24,119 (i) The employee benefits reserve is used to recognise the fair value of options issued. During the six months to 31 December 2016, the value previously ascribed to options that lapsed during the year was transferred to retained losses. Options The Company had the following options over un-issued fully paid ordinary shares at the end of the year: Options exercisable at $0.085 on or before 4.12.2018 Options exercisable at $0.010 on or before 4.12.2018 Total Options Terms and Conditions of Contributed Equity 31 Dec 2017 No. 31 Dec 2016 No. 1,500,000 1,500,000 3,000,000 1,500,000 1,500,000 3,000,000 Ordinary shares have the right to receive dividends as declared and, in the event of winding up of the Company, to participate in the proceeds from the sale of all surplus assets in proportion to the number of shares held, regardless of the amount paid up thereon. At a general meeting every shareholder present in person or by proxy, representative or attorney has: a) on a show of hands, one vote; and b) on a poll, one vote for each fully paid share held. - 38 - NOTES TO AND FORMING PART OF THE FINANCIAL STATEMENTS For the Year Ended 31 December 2017 CASH FLOW INFORMATION NOTE 18 Reconciliation of operating loss after income tax with funds used in operating activities: Operating loss after income tax Depreciation Exploration and evaluation expenditure Loss on sale of property, plant and equipment Revaluation of available for sale financial assets Share based payments Borrowing costs Changes in operating assets and liabilities: (Increase) / Decrease in trade and other receivables relating to operating activities (Increase) / Decrease in prepayments Decrease in inventory Increase / (Decrease) in trade and other payables relating to operating activities Increase in current borrowings Increase in provisions Cash flow from operations Year to 31 Dec 2017 ($) (8,014,023) 53,132 5,096,598 2,286 (6,397) 17,881 24,000 (48,061) (8,181) 570 140,103 34,843 31,262 (2,675,987) 6 months to 31 Dec 2016 ($) (2,852,955) 25,000 1,496,062 - - - 12,000 1,310,837 17,132 - (1,435,037) - 12,429 (1,414,532) NOTE 19 TENEMENT EXPENDITURE CONDITIONS AND LEASING COMMITMENTS The Company has certain obligations to perform minimum exploration work on the tenements in which it has an interest. These obligations vary from time to time. The aggregate of the prescribed expenditure conditions applicable to the granted tenements for the next twelve months amounts to $1,426,500. Application for exemption from all or some of the prescribed expenditure conditions will be made but no assurance is given that any such application will be granted. Nevertheless, the Company is optimistic, given its level of expenditure in the North Perth Basin, that it would likely be granted exemptions, on a project basis, in respect of the prescribed expenditure conditions applicable to many of its North Perth Basin tenements. If the prescribed expenditure conditions are not met with respect to a tenement, that tenement is liable to forfeiture. The Company has the ability to diminish its exposure under these conditions through the application of a variety of techniques including applying for exemptions (from the regulatory expenditure obligations), surrendering tenements, relinquishing portions of tenements or entering into farm-out agreements whereby third parties bear the burdens of such obligation in whole or in part. The Company has leased office premises at 23 Ventnor Avenue, West Perth, WA. The lease was renewed for two years for the period 1 February 2017 to 31 January 2019. The commitment for the 2018 financial year is $147,056 including all outgoings and car parking. The commitment for more than one year and less than five years is $12,255. NOTE 20 TENEMENT ACCESS The interests of holders of freehold land encroached by the Tenements are given special recognition by the Mining Act (WA). As a general proposition, a tenement holder must obtain the consent of the owner of freehold before conducting operations on such freehold land. Unless it already has secured such rights, there can be no assurance that the Company will secure rights to access those portions of the Tenements encroaching freehold land. The Company has commenced negotiations with the Traditional Owners and their representatives in regard to the Native Title claim affecting part of the Atlas deposit and being the subject of a registered (but undetermined) claim. This is the only deposit forming part of the high grade dry mining targets within the North Perth Basin (NPB) Project which has, insofar as the Company is aware, any potential to be subject to Native Title. However, heritage aspects of the remaining areas of the project still have to be taken into consideration. Outside of the NPB Project the Company’s other tenements may contain dredge mining targets which could be subject to Native Title claim. The Company is not in a position at this time to assess the likely effect of any Native Title claim impacting the Company. The Company is in advanced negotiations with a number of landholders with a view to signing Option Agreements for the purchase of properties critical to the development of the Boonanarring section of the North Perth Basin Project. - 39 - NOTES TO AND FORMING PART OF THE FINANCIAL STATEMENTS For the Year Ended 31 December 2017 NOTE 21 SIGNIFICANT EVENTS SUBSEQUENT TO REPORTING DATE Other than the following matters:     On 13 February 2018, at a general meeting of shareholders, shareholders gave approval for the Company to issue up to 300,000,000 shares at an issue price of 10 cents or not less than 80% of the VWAP of shares (calculated over the five days on which sales of shares were recorded before the day on which the issue is made). On 13 February 2018 shareholders also gave approval for the Company to administer and issue securities under an Employee Share Plan. The shareholders also gave approval for the Company to provide financial assistance to employees in the form of interest free loans to enable the employees to participate in the Employee Share Plan. On 8 March 2018, the Company announced the execution of a Loan Note Subscription Agreement with Switzerland-based Pala Investments Limited (“Pala”) as the ‘arranger’, and Pala and USA-based Castlelake, L.P. as the Loan Note Holders, to provide AU$50M from the issue of senior secured loan notes to be used for the construction and commissioning of the Boonanarring Project; and On 14 March 2018, the Company announced the issue of 250 million shares at 10 cents per share to raise A$25 million (before costs) as the balance of capital required for the construction and commissioning of the Boonanarring Project with site construction to begin prior to 31 March 2018. The share issue settled on 28 March 2018. There were no other material significant events subsequent to the reporting date. NOTE 22 EQUITY-SETTLED SHARE BASED PAYMENTS The Directors may, in their absolute discretion, grant options to Directors and full or part time employees of the Company for nil consideration in accordance with guidelines established by the Directors. The exercise price of the option is set by the Board of Directors. Unvested options may terminate upon cessation of employment in accordance with the terms on which the options were granted. The share based payments expense for the year ending 31 December 2017 amounting to $17,881 (6 months to 31 December 2016: $24,119) is stated in the income statement under “Other Expenses”. a) Summaries of options granted The following table details the number and weighted average exercise prices (WAEP) and movements in employee share options issued during the year. Outstanding at the beginning of the period Granted during the period Expired during the period Outstanding at the end of the period Exercisable at reporting date 31 Dec 2017 (No.) 3,000,000 - - 3,000,000 3,000,000 31 Dec 2017 (WAEP) 0.0925 - - 0.0925 0.0925 31 Dec 2016 (No.) 2,600,000 3,000,000 (2,600,000) 3,000,000 1,500,000 31 Dec 2016 (WAEP) 0.3908 0.0925 0.3908 0.0925 0.0925 b) Weighted average remaining contractual life The weighted average remaining contractual life for the share options outstanding as at 31 December 2017 is between 0 and 1 year (31 December 2016: 1 and 2 year). c) Range of exercise price The range of exercise prices for options outstanding at the end of the year was $0.085 to $0.10 (31 December 2016: $0.085 to $0.10). d) Weighted average fair value The weighted average fair value of options granted during the year was Nil (6 months to 31 December 2016: $0.014). - 40 - NOTES TO AND FORMING PART OF THE FINANCIAL STATEMENTS For the Year Ended 31 December 2017 e) Option pricing model The fair value of the equity settled share options granted during the period ending 31 December 2016 under the option plan was estimated as at the date of grant using a Black-Scholes option pricing model taking into account the terms and conditions upon which the options were granted. The following table lists the inputs to the model used for the period ended 31 December 2016. Dividend yield (%) Expected volatility (%) Risk-free interest rate (%) Expected life of options (years) 31 Dec 2016 Nil 85% 1.78% 2 Option exercise prices ($) $0.085 and $0.10 Weighted average share price at grant date ($) $0.047 The expect life of the options was based on historical data and was not necessarily indicative of exercise patterns that may occur. The expected volatility reflects the assumption that the historical volatility was indicative of future trends, which may also not necessarily be the actual outcome. No other features of options granted were incorporated into the measurement of fair value. f) Details of options 31 December 2017 Managing Director Total Balance at Beginning of Grant Details Lapsed Balance at End of Year No. Year No. 3,000,000 3,000,000 No. No. - - - - 3,000,000 3,000,000 (i) Details of Managing Director Options Number Grant Date Expiry 1,500,000 1,500,000 30 November 2016 30 November 2016 4 December 2018 4 December 2018 Vesting Date 30 November 2016 30 April 2017 Exercise Price $0.085 $0.10 The options can be exercised at any time after the vesting date and prior to the expiry date. 31 December 2016 Balance at Beginning of Grant Details Lapsed Balance at Non-Executive Director Executive Director Other (i) Managing Director Total Period No. 650,000 800,000 1,150,000 No. - - No. 650,000 800,000 1,150,000 End of Period No. - - - 3,000,000 3,000,000 2,600,000 3,000,000 2,600,000 3,000,000 Note 1: Other refers to options issued to a former Executive Director and a former Company Secretary. - 41 - NOTES TO AND FORMING PART OF THE FINANCIAL STATEMENTS For the Year Ended 31 December 2017 NOTE 23 RELATED PARTY AND RELATED ENTITY TRANSACTIONS Transactions with directors, director-related parties and related entities other than those disclosed elsewhere in this financial report are as follows: Orient Zirconic Resources (Australia) Pty Ltd – Chaodian Chen Leeman Pty Ltd, a George Sakalidis related party, hire of specialised equipment Magnetic Resources NL, a George Sakalidis related party, purchase of stationary Murray Zircon Pty Ltd – Interest on $4,000,000 loan (Note 17) Murray Zircon Pty Ltd – Vehicle repairs, flights & camp meals Spouse of Patrick Mutz – The Company purchases travel expenses from a national travel agency of which his spouse is an agent and receives a commission. The amount disclosed is an estimate of the fees and commissions which is shared between the agency and the spouse of Patrick Mutz Year to 31 Dec 2017 ($) (45,550) (2,695) (1,045) (200,000) (2,684) (2,280) (254,254) 6 months to 31 Dec 2016 ($) - (5,775) (938) (100,822) (6,987) - (114,522) Total amounts owing to directors and/or director-related parties and related entities at 31 December 2017 were Nil (31 December 2016: $5,322). Murray Zircon Pty Ltd is a related party due to it holding a 37.8% interest in the shares of the Company. NOTE 24 CONTINGENT LIABILITIES On 8 June 2016 the Company settled completion of a transaction between the Company and Murray Zircon Pty Ltd (Murray Zircon) and its parent Guangdong Orient Zirconic Sci Tech Co Ltd (Orient Zirconic), which included the Company issuing 156,703,542 ordinary shares to Murray Zircon for a 42% interest in the expanded capital of the Company. If a decision to mine is reached (including financing being secured) within 2 years of completion (or 3 years if a Directors who is not a nominee of Murray Zircon unreasonably frustrates such a decision being made in the first 2 years) the Company will be required to issue to Murray Zircon further 32,595,987 shares in the Company. NOTE 25 FINANCIAL INSTRUMENTS DISCLOSURE (a) Financial Risk Management Policies The Company’s financial instruments consist of deposits with banks, receivables, available-for-sale financial assets, payables and borrowings. Risk management policies are approved and reviewed by the board. The use of hedging derivative instruments is not contemplated at this stage of the Company’s development. Specific Financial Risk Exposure and Management The main risks the Company is exposed to through its financial instruments, are interest rate and liquidity risks. Interest Rate Risk Exposure to interest rate risk arises on financial assets and financial liabilities recognised at reporting date whereby a future change in interest rates will affect future cash flows or the fair value of fixed rate financial instruments. Liquidity Risk The Company manages liquidity risk by monitoring forecast cash flows, cash reserves, liquid investments, receivables, financial liabilities and commitments. Capital Risk The Company’s objectives when managing capital are to safeguard the Company’s ability to continue as a going concern so that the Company may continue to provide returns for shareholders and benefits for other stakeholders. Due to the nature of the Company’s activities, the Company does not have ready access to credit facilities, with the primary source of funding being via equity raisings. Therefore, the focus of the Company’s capital risk management is the current working capital position against the requirements of the Company to meet exploration programmes, mine development and corporate overheads. The Company’s strategy is to ensure appropriate liquidity is maintained to meet anticipated operating requirements, with a view to initiating appropriate capital raising as required. The Company is considering various options for the development of the Boonanarring mineral sands project and may seek to raise a significant amount of debt and equity finance to develop the project. - 42 - NOTES TO AND FORMING PART OF THE FINANCIAL STATEMENTS For the Year Ended 31 December 2017 The working capital position of the Company at 31 December 2017 and 31 December 2016 was as follows: Cash and cash equivalents Restricted cash Trade and other receivables Trade and other payables and provisions Borrowings Working capital position Credit Risk 31 Dec 2017 ($) 4,422,650 54,667 81,756 (940,445) (34,843) 3,583,785 31 Dec 2016 ($) 1,107,723 54,667 15,142 (543,898) - 633,634 The maximum exposure to credit risk, excluding the value of any collateral or other security, at balance date to recognised financial assets, is the carrying amount, net of any provisions for impairment of those assets, as disclosed in the Statement of Financial Position and notes to the financial statements. The Company has lodged cash deposits (designated as restricted cash above) totalling $54,667 (2016: $54,667) with the bank as collateral security for office lease property managers for rental guarantees and also security for company credit cards. The following table provides information regarding the credit risk relating to cash and cash equivalents, term deposits and restricted cash based on credit ratings: AAA rated AA rated A rated Financial Instruments The Company holds no derivative instruments, forward exchange contracts or interest rate swaps. Financial Instrument composition and maturity analysis The table below reflects the undiscounted contractual settlement terms for financial instruments. - - 4,477,317 - - 1,162,390 Weighted Average Effective Interest Rate % Fixed Interest Rate ($) 31 December 2017 Financial Assets: Cash and cash equivalents Restricted cash Trade and other receivables Available-for-sale financial assets Total Financial Assets 0.14% Financial Liabilities: Trade and other payables and provisions Borrowings Total Financial Liabilities 5.01% Net Financial Assets - - - - - - (4,034,843) (4,034,843) (4,034,843) - 43 - Floating Interest Rate ($) 4,420,641 54,667 - - 4,475,308 Non-Interest Bearing ($) 2,010 - 81,756 16,780 100,546 Total ($) 4,422,650 54,667 81,756 16,780 4,575,854 - - - 4,475,308 (1,099,321) - (1,099,321) (998,775) (1,099,321) (4,034,843) (5,134,164) (558,310) NOTES TO AND FORMING PART OF THE FINANCIAL STATEMENTS For the Year Ended 31 December 2017 Weighted Average Effective Interest Rate % Fixed Interest Rate ($) 31 December 2016 Financial Assets: Cash and cash equivalents Restricted cash Trade and other receivables Available-for-sale financial assets Total Financial Assets 1.50% Financial Liabilities: Trade and other payables and provisions Borrowings Total Financial Liabilities 5.0% Net Financial Assets Floating Interest Rate ($) 1,105,928 54,667 - - 1,160,595 - - - 1,160,595 Non-Interest Bearing ($) 1,795 - 15,142 7,514 24,451 Total ($) 1,107,723 54,667 15,142 7,514 1,185,046 (543,898) - (543,898) (519,447) (543,898) (4,000,000) (4,543,898) (3,358,852) - - - - - - (4,000,000) (4,000,000) (4,000,000) The table below summarises the maturity profile of the Company’s’ financial liabilities according to their contractual maturities. The amounts disclosed are based on contractual undiscounted cash flows. As a result, these balances may not agree with the amounts disclosed in the statement of financial position: 31 December 2017 Trade and other payables and provisions Borrowings 31 December 2016 Trade and other payables and provisions Borrowings Less than 3 months 940,445 34,843 975,288 Less than 3 months 543,898 - 543,898 3 to 12 months - 99,178 99,178 3 to 12 months - 100,822 100,822 1 to 5 years - 800,000 800,000 1 to 5 years - 800,000 800,000 Total 940,445 934,021 1,874,466 Total 543,898 900,822 1,444,720 The borrowings have no fixed maturity date. Please refer to Note 16 Murray Zircon Pty Ltd investment in Image Resources NL for further details. - 44 - NOTES TO AND FORMING PART OF THE FINANCIAL STATEMENTS For the Year Ended 31 December 2017 (b) Financial Instruments Measured at Fair Value The financial instruments recognised at fair value in the statement of financial position have been analysed and classified using a fair value hierarchy reflecting the significance of the inputs used in making the measurements. The fair value hierarchy consists of the following levels: Quoted prices in active markets for identical assets or liabilities (Level 1); Inputs other than quoted prices included within Level 1 that are observable for the asset or liability, either directly (as prices) or indirectly (derived from prices) (Level 2); and Inputs for the asset or liability that are not based on observable market data (unobservable inputs) (Level 3). 31 December 2017 Financial Assets: Financial assets at fair value through profit or loss: Available-for-sale financial assets: - Listed investments 31 December 2016 Financial Assets: Financial assets at fair value through profit or loss: Available-for-sale financial assets: - Listed investments Sensitivity Analysis – Interest rate risk Level 1 $ Level 2 $ Level 3 $ Total $ 16,780 16,780 - - - - 16,780 16,780 Level 1 $ Level 2 $ Level 3 $ Total $ 7,514 7,514 - - - - 7,514 7,514 The Company has performed a sensitivity analysis relating to its exposure to interest rate risk at balance date. The sensitivity analysis demonstrates the effect on the financial period results and equity which could result from a change in this risk. As at balance date, the effect on loss and equity as a result of changes in the interest rate on financial assets, with all other variables remaining constant would be as follows: Change in loss – increase/(decrease): - - Increase in interest rate by 2% Decrease in interest rate by 2% Change in equity – increase/(decrease): - - Increase in interest rate by 2% Decrease in interest rate by 2% 31 Dec 2017 ($) (89,546) 89,546 89,546 (89,546) 31 Dec 2016 ($) (23,248) 23,248 23,248 (23,248) - 45 - DIRECTORS’ DECLARATION The directors of the Company declare that: 1. the accompanying financial statements and notes are in accordance with the Corporations Act 2001 and: (a) (b) (c) comply with Accounting Standards and the Corporations Act 2001; give a true and fair view of the financial position as at 31 December 2017 and performance for the year ended on that date of the Company; and the audited remuneration disclosures set out in the Remuneration Report section of the Directors’ Report for the year ended 31 December 2017 complies with section 300A of the Corporations Act 2001; 2. the Chief Financial Officer has declared pursuant to section 295A(2) of the Corporations Act 2001 that: (a) (b) (c) the financial records of the company for the financial year have been properly maintained in accordance with section 286 of the Corporations Act 2001; the financial statements and the notes for the financial year comply with Accounting Standards; and the financial statements and notes for the financial year give a true and fair view; 3. 4. 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; the directors have included in the notes to the financial statements an explicit and unreserved statement of compliance with International Financial Reporting Standards. This declaration is made in accordance with a resolution of the Board of Directors. ORIGINAL SIGNED BY ROBERT BESLEY CHAIRMAN PERTH Dated this 28 March 2018 - 46 - ASX ADDITIONAL INFORMATION Additional information required by the ASX Listing Rules and not shown elsewhere in this report is as follows. The information is current as at 28 March 2018. Distribution of Equity Securities - - - - 1 1,001 5,001 10,001 100,001 1,000 5,000 10,000 100,000 and over Ordinary shares Number of holders Number of shares 297 503 291 663 329 2,083 170,389 1,482,993 2,386,522 26,118,377 831,131,706 861,289,987 The number of shareholders holding less than a marketable parcel of shares are: 714 1,224,014 Twenty Largest Shareholders: The names of the twenty largest holders of quoted ordinary shares are: Listed ordinary shares Number of shares Percentage of ordinary shares 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 Murray Zircon Pty Ltd Vestpro International Orient Zirconic Resources (Australia) Pty Ltd Million Up Ltd HSBC Custody Nominees Australia Ltd XQ (HK) Enterprises Ltd J P Morgan Nominees Australia Ltd Ava Cartel SDN BHD TQ International UBS Nominees Pty Ltd Target Range Pty Ltd Zonglin Cai Pontian Orico Plantations Choy Fuan Ku Shumei Chen Citicorp Nominees Pty Ltd Ribton Super Fund Pty Ltd Lim Pang Soo Zero Nominees Pty Ltd Choon Kong Lim 156,703,542 131,936,921 51,761,950 40,624,754 22,922,722 22,420,082 21,921,638 18,000,000 18,000,000 15,596,481 13,288,888 11,555,546 11,539,728 11,000,000 11,000,000 10,466,596 10,100,000 10,000,000 10,000,000 6,235,624 18.19 15.32 6.01 4.72 2.66 2.60 2.55 2.09 2.09 1.81 1.54 1.34 1.34 1.28 1.28 1.22 1.17 1.16 1.16 0.72 605,074,472 70.25 - 50 - ASX ADDITIONAL INFORMATION Substantial shareholders: The names of substantial shareholders who have notified the Company in accordance with section 617B of the Corporations Act 2001 are: Murray Zircon Pty Ltd together with Orient Zirconic Resources (Australia) Pty Ltd, Guangdong Orient Zirconic Ind. Sci. Tech. Co. Ltd. and XQ (HK) Enterprises Limited Image Resources NL Million Up Ltd Pontian Orico Plantations Voting Rights Number of Ordinary Shares 221,996,685 156,703,542 31,735,865 11,539,728 The voting rights attaching to ordinary shares are governed by the Constitution. On a show of hands every person present who is a Member or representative of a member shall have one vote and on a poll, every member present in person or by proxy or by attorney or duly authorised representative shall have one vote for each fully paid ordinary share held. None of the options have any voting rights. Unquoted Securities Class Number of Securities Number of Holders Options exercisable at $0.085 expiring 04/12/2018 Options exercisable at $0.10 expiring 04/12/2018 1,500,000 1,500,000 1 1 Holder Name Patrick Mutz Patrick Mutz Number of Securities 1,500,000 1,500,000 - 51 - SCHEDULE OF TENEMENTS Tenement Status Project Equity (%) Other Holder/Manager Red Gully project C151/2011 E70/3032 E70/3041 E70/3100 E70/3192 E70/3411 E70/3494 E70/3720 E70/4077 E70/4689 E70/4946 E70/4949 M70/0448 M70/1192 M70/1194 M70/1311 Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted GINGIN REGANS FORD SOUTH QUINNS HILL BOOTINE REGANS FORD BRYALANA BLUE LAKE DARLING RANGE BOONANARRING WEST RED GULLY NORTH NAMMEGARRA GINGIN SOUTH RED GULLY BOONANARRING BOONANARRING NORTH Cooljarloo project C97/2007 E70/2636 E70/2898 E70/3997 E70/4244 E70/4631 E70/4656 E70/4663 P70/1516 R70/0051 Granted Granted Granted Granted Granted Granted Granted Granted Granted COOLJARLOO COOLJARLOO MUNBINIA WOOLKA MUNBINEA WEST WINOOKA NORTH BIBBY SPRINGS COOLJARLOO COOLJARLOO NORTH Bidaminna project C46/2009 E70/2844 E70/3298 E70/4245 E70/4779 E70/4794 E70/4245 Granted Granted Granted Granted Granted Granted BIDAMINNA NTH BIDAMINNA - PARK WINOOKA MIMEGARRA REGANS FORD NORTH WINOOKA Erayina project C85/2011 E28/1895 Granted KING (INTEGRA JV) IMAGE 100% IMAGE 100% IMAGE 100% IMAGE 100% IMAGE 100% IMAGE 100% IMAGE 100% IMAGE 100% IMAGE 100% IMAGE 100% IMAGE 100% IMAGE 100% IMAGE 100% IMAGE 100% IMAGE 100% IMAGE 100% IMAGE 100% IMAGE 100% IMAGE 100% IMAGE 100% IMAGE 100% IMAGE 100% IMAGE 100% IMAGE 100% IMAGE 100% IMAGE 90% IMAGE 100% IMAGE 100% IMAGE 100% IMAGE 100% IMAGE 100% ARF MASLIN 10% Other projects G70/0250 E52/2067 M52/1067 E70/3418 E70/3892 E70/4129 E70/4130 R69/0001 Granted Granted Granted Granted Granted Granted Granted Granted BOONANARRING WILTHORPE JV WILTHORPE JV BELL (POTASH WEST JV) CHAPMAN HILL (DORAL JV) MULLERING SOUTH MULLERING NORTH SERPENTINE LAKES IMAGE 100% RESOURCEFUL MINING GROUP 100% RESOURCEFUL MINING GROUP 100% IMAGE 100% IMAGE 100% TRONOX 100% TRONOX 100% DIATREME RESOURCES LIMITED 100% IMAGE 1% ROYALTY IMAGE 1% ROYALTY POTASH WEST JV IMAGE SLIDING ROYALTY IMAGE SLIDING ROYALTY IMAGE 1% ROYALTY - 52 - SCHEDULE OF TENEMENTS Tenement Status Project Equity (%) Other Holder/Manager Tenement Applications E70/4795 Application BIDAMINNA SOUTH M70/1305 Application ATLAS P70/1520 Application COOLJARLOO IMAGE 100% IMAGE 100% IMAGE 100% - 53 -

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