Linde
Annual Report 2011

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ABN 53 090 772 222 Annual Report 30 June 2011 Lindian Resources Limited CONTENTS Corporate Directory Directors‟ Report Corporate Governance Statement Statement of Comprehensive Income Statement of Financial Position Statement of Cash Flows Statement of Changes in Equity Notes to the Financial Statements Directors‟ Declaration Auditor‟s Independence Declaration Independent Auditor‟s Report ASX Additional Information Tenement Table PAGE NO 1 2 13 17 18 19 20 21 48 49 50 52 54 Lindian Resources Limited CORPORATE DIRECTORY Directors Mr. Matthew Wood (Non-Executive Chairman) Mr. Steven Leithead (Managing Director) Mr. Scott Funston (Executive Director) Mr. Brian McMaster (Executive Director) Mr. Angus Caithness (Non-Executive Director) Company Secretary Mr Scott Funston Registered Office Level 1 33 Richardson Street West Perth WA 6005 Telephone: +61 8 9200 4438 Facsimile: +61 8 9200 4469 Share Registry Computershare Investor Services Pty Ltd Level 2 45 St Georges Terrace Perth WA 6000 Telephone: +61 8 9323 2000 Facsimile: +61 8 9323 2033 Auditors RSM Bird Cameron Partners 8 St Georges Terrace Perth WA 6000 Stock Exchange Lindian Resources Limited shares are listed on the Australian Securities Exchange, the home branch being Perth ASX code: LIN, LINOA Lindian Resources Limited 1 2011 Report to Shareholders Directors’ Report The Directors present their report for Lindian Resources Limited (“Lindian” or “the Company”) and its subsidiaries for the year ended 30 June 2011 (“the Group”). DIRECTORS The names, qualifications and experience of the Company‟s Directors in office during the period and until the date of this report are as follows. Directors were in office for this entire period unless otherwise stated. Mr Matthew Wood (appointed 5 May 2011) Non-Executive Director, Chairman Mr. Wood has over 18 years experience in the resource sector with both major and junior resource companies and has extensive experience in the technical and economic evaluation of resource projects throughout the world. Mr. Wood‟s expertise is in project identification, negotiation, acquisition and corporate development. Mr. Wood has an honours degree in geology from the University of New South Wales and a graduate certificate in mineral economics from the Western Australian School of Mines. Mr. Wood was a Director of Black Range Minerals Limited (appointed 27 June 2005, resigned 15 May 2009) and Laguna Resources NL (appointed 6 August 2009, resigned 8 December 2010). Mr. Wood is currently a director of Signature Metals Limited (appointed 19 February 2007), Avanco Resources Limited (appointed 4 July 2007), Copper Range Limited (appointed 29 May 2009), Voyager Resources Limited (appointed 12 June 2009), Hunnu Coal Limited (appointed 19 August 2009) and Haranga Resources Limited (appointed 2 February 2010). Mr Steven Leithead (appointed 5 May 2011) Managing Director Mr. Leithead has over 29 years experience in the global resources industry, with a focus on exploration, development, financing and management of mineral projects in various commodities including gold, copper, coal, uranium, and oil and gas in Australia, Africa, Asia and the Former Soviet Union. He has a Bachelor of Applied Science degree from Curtin University and a Masters of Mineral and Energy Economics from Macquarie University. Mr. Leithead was previously a Director of Global Nickel Investments NL (appointed 26 February 2007, resigned 7 July 2009). He has not had any other listed directorships over the past three years. Mr Scott Funston (appointed 5 May 2011) Executive Director Mr. Funston is a qualified Chartered Accountant and Company Secretary with more than 10 years experience in the mining industry and the accounting profession. His expertise is financial management, regulatory compliance and corporate advice. Mr. Funston possesses a strong knowledge of the Australian Securities Exchange requirements and currently assists a number of resources companies operating throughout Australia, South America, USA and Canada with financial accounting, stock exchange compliance and regulatory activities. Mr. Funston is currently a Director of Avanco Resources Limited (appointed 17 March 2009). He has not held any other listed directorships over the past three years. Mr Brian McMaster (appointed 20 June 2011) Executive Director Mr. McMaster is a Chartered Accountant, a registered and official liquidator and has almost 20 years‟ experience in the area of corporate reconstruction and turnaround / performance improvement. Mr. McMaster‟s experience includes numerous reorganisations and turnarounds, including being instrumental in the recapitalisation and listing of 12 Australian companies Lindian Resources Limited 2 2011 Report to Shareholders Directors’ Report on the ASX. Recently, Mr. McMaster was a partner of the restructuring firm Korda Mentha and prior to that was a partner at Ernst & Young. His experience includes significant working periods in the United States, South America, Asia and India. Mr. McMaster is currently a Director of Alloy Steel International Incorporated. He has not held any other listed directorships in the past three years. Mr Angus Caithness (appointed 31 January 2011) Non-Executive Director Mr. Caithness is a Chartered Accountant, member of the Financial Services Institute of Australasia and is currently the Chief Financial Officer of Hunnu Coal Limited and Joint Company Secretary of Haranga Resources Limited. Mr Caithness was previously an Executive Director at Ernst & Young and has been providing assurance and transaction advisory services across the international resources community within established and emerging markets for over 10 years. Mr. Caithness has no other current or former listed directorships in the past three years. Mr Paul Jurman (appointed 20 August 2010, resigned 5 May 2011) Mr. Jurman is a CPA with over 10 years experience and has been involved with a diverse range of Australian public listed companies in company secretarial and financial roles. Mr Jurman is a CPA and holds a Bachelor of Commerce. Mr Anthony Cunningham (resigned 5 May 2011) Mr. Cunningham is currently Managing Director of CPS Securities, an AFSL Licence holder specialising in advice to retail and wholesale clients. He has been instrumental in raising capital for many exploration companies from IPO to production and brings over 15 years of mining and stock market experience. Mr. Cunningham holds a Bachelor of Commerce. Mr Andrew Philips (resigned 31 January 2011) Mr. Philips has an extensive business background involving several entities over the last 25 years. He has been involved in the management of wholesale and retail businesses catering to all forms of the market. His experience extends from the management of staff to the key element of bringing forward an idea, a successful marketing campaign, raising funds and building a substantial business. Mr. Philips‟s corporate and investment background expands over 20 years as a shareholder in numerous companies and a promoter of many. Mr Reginald Gillard (resigned 20 August 2010) Mr. Gillard has been involved in the resources sector for over 20 years, and is currently focused on corporate management, corporate governance and the evaluation and acquisition of businesses. He has considerable experience in acquiring mineral projects (particularly in Africa) and in raising funds for the exploration and development of such projects. COMPANY SECRETARY Mr. Funston is a Director and the Company Secretary of the company. Lindian Resources Limited 3 2011 Report to Shareholders Directors’ Report INTERESTS IN THE SECURITIES OF THE COMPANY As at the date of this report, the interests of the Directors in the securities of Lindian Resources Limited are: Director Ordinary Shares M. Wood S. Leithead S. Funston A. Caithness B. McMaster 7,400,000 9,000,000 3,207,500 625,000 - Listed Options over Ordinary Shares exercisable at 15 cents each Unlisted Options over Ordinary Shares exercisable at 15 cents each 10,400,000 9,000,000 3,207,500 625,000 - - - - - 500,000 RESULTS OF OPERATIONS The Group‟s net loss after taxation attributable to the members for the year to 30 June 2011 was $1,259,828 (2010: $918,692). DIVIDENDS No dividend was paid or declared by the Group during the year and up to the date of this report. CORPORATE STRUCTURE Lindian Resources Limited is a company limited by shares, which is incorporated and domiciled in Australia. NATURE OF OPERATIONS AND PRINCIPAL ACTIVITIES During the financial year, the principal activity was mineral exploration. The Group currently holds base metal projects in Philippines and Guinea. REVIEW OF OPERATIONS HIGHLIGHTS - Completion of the Bundok Resources Pty Ltd acquisition (Bundok Transaction) resulting in Lindian acquiring (or obtaining a right to acquire) 5 gold and 2 copper-gold projects in the Philippines. - Commencement of exploration on the Company‟s flagship Masapelid Project with immediate success. - High grade gold, silver and base metal assays obtained from underground channel sampling of the former Davaoeno Mine. - New gold discovery made following rock chip sampling at the Lunar-Magbanua Prospect. - Identification of widespread copper-gold-silver mineralisation at the Sabang Porphyry. Presence of copper, gold and silver confirmed by underground channel sampling. - Discovery of the May Tubig Prospect copper prospect with test pitting and sampling confirming copper mineralisation extending up to 1,000 metres along strike from Sabang. - The Company raised approximately $4.29M through a fully underwritten rights issue and placement. MASAPELID PROJECT Following completion of the Bundok Transaction on 20 April 2011, the Company immediately commenced exploration on the Masapelid Project. With commencement of activities at Masapelid, Lindian recorded immediate exploration success at the Davaoeno and Lunar-Magbanua gold prospects, and Sabang and May Tubig copper-gold prospects. Lindian Resources Limited 4 2011 Report to Shareholders Directors’ Report GOLD Davaoeno Mine Prospect Dewatering and underground channel sampling of the former Davaoeno gold mine has produced exceptional results with assays from sampling across the main Galena Leader gold-silver-base metal vein producing maximum values of: - - - - - 65.48g/t gold. 102g/t silver. 1.68% copper. 9.31% lead. 7.13% zinc. Full results show that whilst gold-silver mineralisation occurs in quartz-sulphide stockwork zones in the hangingwall and footwall sections of the mineralised mine sequence, consistent higher grade gold and silver mineralisation is associated with significant copper, lead and zinc mineralisation in the Galena Leader vein zone. The former Davaoeno Mine is the northeastern most mine, developed historically on the Manuel Vein system. The Manuel Vein being approximately 1km long and one of the two major gold vein systems mined pre-WWII on Masapelid. Interpretation of geological, alteration and structural mapping of the Layong and Manuel Vein and surrounding area suggests that veins hosting gold mineralisation within the Layong and Manuel Vein corridors are vein splits related to a deeper level, major epithermal gold mineralising vein system. Shaft No.2 In parallel with work on the Davaoeno mine, work commenced on Shaft No.2 during the June quarter 2011. This No.2 shaft is situated approximately 800 metres to the southwest and along strike of the Davaoeno Mine. This shaft was one of the deeper shafts previously developed on the Manuel Vein. At the onset of WWII, the then operator of the mine imploded the shaft with that action resulting in the shaft filling with mud, rock and mine debris. Shaft No.2 has not been re-entered since then. The Company commenced cleanout and re-timbering of this old shaft during June 2011. To the end of the June quarter 2011, a headframe and hoist were installed on the shaft with clean out operations recovering 12 metres of the 30 metre deep shaft (approximately 100 feet). Lindian intends to access underground workings on the Manuel Vein via Shaft No.2 to assess the tenor and extent of gold mineralisation in that section of mine sequence. Consideration is being given to performing similar clean-out and shaft recovering works on the Manuel Vein Main Shaft. The Main Shaft was developed historically to a depth of 100 metres (approximately 300 feet). Lunar-Magbanua Prospect Initial exploration at Masapelid recorded immediate success for the Company with outstanding results obtained from sampling in an extended area between the historically significant, Manuel and Layong Vein Systems. Seven samples collected from outcropping, intensively altered and opaline silica flooded host rock at Lunar-Magbanua produced the following results: - - - - - - - 3.21g/t gold 6.87 g/t gold 2.68g/t gold 4.78g/t gold 3.75g/t gold 7.45g/t gold 8.41g/t gold Lindian Resources Limited 5 2011 Report to Shareholders Directors’ Report Sampling at Lunar-Magbanua has defined an acute zone of gold mineralisation extending over an area of approximately 400 metres by 50 metres. Uyajan Prospect The Uyajan Prospect forms one of several targets proximal to the east coast of Masapelid Island. Over the last year, local small scale miners have been mining and recovering native gold from surface hardpan, beach terraces and narrow (0.05-0.50 metre wide) quartz vein and quartz vein stockworks hosted in altered andesite. A rock chip sample of quartz vein material beneath hardpan was obtained which returned 5.75 g/t gold. In addition, underground sampling of two narrow (±5cm thick) quartz veins within a quartz vein stockwork zone at Uyajan has produced 66.77 and 77.14 g/t gold. Given the nature and extent of gold mineralisation in the near surface zone, Lindian believes that the Uyajan Prospect has very good exploration potential. COPPER-GOLD Sabang Copper-Gold Porphyry The Sabang copper-gold porphyry is located on the southern portion of Masapelid Island and covers the Sabang and May Tubig porphyries. The prospect contains a copper-gold composite porphyry system previously explored by Western Mining Corporation in the period 1991-1995. Sabang Prospect Preliminary exploration and routine mapping of Sabang earlier this year identified secondary copper mineralisation at surface in historical small-scale underground excavations. During June 2011, the Company developed 2 adits and underground drives on copper mineralisation to support exploration activities. Channel sampling of underground workings in Adit No.1 returned assay results averaging 1.22% copper, 1.32g/t silver and a gold credit of 0.13g/t. The Sabang copper mineralisation is hosted by a clay-silica-sulphide altered porphyritic andesite in the near surface environment. Copper sulphides, principally covellite-bornite, occur as fracture fillings and disseminations. Observation of all exposures shows that the copper sulphide to pyrite ratio is much greater than one. Preliminary findings suggest that near surface copper mineralisation at Sabang may very well be on the high level core of a significant porphyry copper system. These results are significant when compared to other copper-gold porphyry systems in the Philippines and worldwide and the Company believes they demonstrate the substantial potential of the Sabang Porphyry System. May Tubig Prospect The recently discovered May Tubig porphyry and intrusive breccia system extends up to 1,000 metres to the west-northwest of Sabang. The locally significant west-northwest/east-southeast trending Sabang Fault passes through both prospects and is interpreted to have a controlling influence over copper mineralisation at Sabang and May Tubig. DIAMOND DRILLING Lindian commenced diamond drilling of various prospects on the Masapelid Project in June 2011. The objective is to have 4 diamond drilling rigs operating on the project by September 2011 to assess the gold mineralisation potential of the Manuel and Layong Vein Systems, the Uyajan Prospect and copper-gold potential of the Sabang and May Tubig Prospects. Lindian Resources Limited 6 2011 Report to Shareholders Directors’ Report GUINEA Dinguiraye Pt-Ni-Cu Project (LIN 92%) During the year the Company continued to review results of detailed exploration work completed to date to determine priority targets for the next stage of the exploration programme. The Company is currently considering options for the Dinguiraye Project. CORPORATE ACTIVITIES Bundok Acquisition Lindian completed the acquisition of Bundok Resources Pty Ltd (Bundok) for the issue of 50,000,000 shares and 50,000,000 listed options (exercise price 15 cents expiry date 31 December 2011). As a result of the Bundok transaction, Lindian has acquired (or has the option to purchase rights to acquire) a portfolio of 5 prospective gold projects and 2 porphyry copper-gold exploration projects in the Philippines. Capital Raising On 18 May 2011, the Company advised that it had completed a placement of 30,000,000 Shares at an issue price of 8 cents per share and 30,000,000 listed Options (exercisable at 15 cents each on or before 31 December 2011) to sophisticated and institutional investors, raising $2.4M. In April 2011 and prior to completion of the Bundok Transaction, Lindian announced a fully underwritten non-renounceable entitlement issue on the basis of one share for every two shares, together with one free attaching listed option for every one share subscribed for, raising approximately $1.89M. SIGNIFICANT CHANGES IN THE STATE OF AFFAIRS Significant changes in the state of affairs of the consolidated entity during the financial year were as follows: - In February 2011, the Company entered into an agreement to acquire Bundok Resources Pty Ltd (Bundok) in consideration of the issue of 50,000,000 Lindian Shares and 50,000,000 Lindian listed options to the Bundok shareholders as vendors. Completion of the agreement was subject to various conditions including Shareholder approval, completion of due diligence and Lindian becoming entitled to acquire 100% of Bundok as a result of Bundok shareholders accepting the offers to be made to them by Lindian. These conditions were met and the completion of the Bundok acquisition was effected in May 2011. The Bundok acquisition results in Lindian gaining rights to a portfolio of 5 prospective gold projects and 2 porphyry copper-gold exploration projects in the Philippines, through Bundok‟s wholly owned Philippine subsidiary Bundok Mineral Resources Corporation. - In March 2011, the Company issued a prospectus pursuant to a fully underwritten, pro-rata (on the basis of one share for every two shares held plus one free attaching option) non-renounceable entitlement issue of shares (at a price of 8 cents per share). The issue closed on 29 March 2011and 17,225,054 shares and options were allotted, the shortfall of 6,393,013 shares and options were allocated and allotted by the underwriter CPS Securities. - In May 2011, the Company completed a placement to raise $2.4 million through the issue of 30 million shares with one free attaching option per share. SIGNIFICANT EVENTS AFTER THE BALANCE DATE There were no known significant events from the end of the financial year to the date of this report. Lindian Resources Limited 7 2011 Report to Shareholders Directors’ Report LIKELY DEVELOPMENTS AND EXPECTED RESULTS OF OPERATIONS The Directors have excluded from this report any further information on the likely developments in the operations of the Company and the expected results of those operations in future financial years, as the Directors believe that it would be speculative and prejudicial to the interests of the Company. ENVIRONMENTAL REGULATIONS AND PERFORMANCE The Group carries out operations that are subject to environmental regulations under legislation in Philippines. The Group has formal procedures in place to ensure regulations are adhered to. The Group is not aware of any breaches in relation to environmental matters. SHARE OPTIONS As at the date of this report, there were 137,529,001 unissued ordinary shares under options (138,530,161 at the reporting date). The details of the options at the date of this report are as follows: Number Exercise Price $ Expiry Date 500,000 136,529,001 500,000 137,529,001 0.30 0.15 0.15 31 December 2011 31 December 2011 14 June 2016 No option holder has any right under the options to participate in any other share issue of the company or any other entity. During the financial year 127,618,067 listed options with an exercise price of 15 cents, expiring on 31 December 2011 were issued and 500,000 unlisted options with an exercise price of 15 cents, expiring on 14 June 2016 were issued. 3,662,213 options with an exercise price of 15 cents, expiring on 31 December 2011 were exercised during the financial year. 1,160 options with an exercise price of 15 cents, expiring on 31 December 2011 have been exercised since year end. The following options have lapsed during or since the end of the financial year: - - - - 200,000 options exercisable at 30 cents lapsed on 30 September 2010. 350,000 options exercisable at 35 cents lapsed on 30 September 2010. 495,000 options exercisable at 20 cents lapsed on 31 December 2010. 1,000,000 options exercisable at 20 cents lapsed on 1 July 2011. INDEMNIFICATION AND INSURANCE OF DIRECTORS AND OFFICERS The Company has made an agreement indemnifying all the Directors and officers of the Company against all losses or liabilities incurred by each Director or officer in their capacity as Directors or officers of the Company to the extent permitted by the Corporation Act 2001. The indemnification specifically excludes wilful acts of negligence. The Company paid insurance premiums in respect of Directors‟ and Officers‟ Liability Insurance contracts for current officers of the Company, including officers of the Company‟s controlled entities. The liabilities insured are damages and legal costs that may be incurred in defending civil or criminal proceedings that may be brought against the officers in their capacity as officers of entities in the Group. The total amount of insurance premiums paid has not been disclosed due to confidentiality reasons. Lindian Resources Limited 8 2011 Report to Shareholders Directors’ Report DIRECTORS’ MEETINGS During the financial year, in addition to regular Board discussions, the number of meetings of directors held during the year and the number of meetings attended by each director were as follows: Director Eligible to Attend Attended Number of Meetings Number of Meetings Mr. Matthew Wood Mr. Steven Leithead Mr. Scott Funston Mr. Angus Caithness Mr. Brian McMaster Mr. Paul Jurman Mr. Anthony Cunningham Mr. Andrew Philips Mr. Reginald Gillard - - - - - 1 1 1 - - - - - - 1 1 1 - PROCEEDINGS ON BEHALF OF COMPANY No person has applied for leave of court to bring proceedings on behalf of the Company or intervene in any proceedings to which the Company is a party for the purpose of taking responsibility on behalf of the Company for all or any part of those proceedings. The Company was not a party to any such proceedings during the year. CORPORATE GOVERNANCE In recognising the need for the highest standards of corporate behaviour and accountability, the Directors of Lindian Resources Limited support and have adhered to the principles of sound corporate governance. The Board recognises the recommendations of the Australian Securities Exchange Corporate Governance Council, and considers that Lindian Resources is in compliance with those guidelines to the extent possible, which are of importance to the commercial operation of a junior listed resources company. During the financial year, shareholders continued to receive the benefit of an efficient and cost-effective corporate governance policy for the Company. The Company‟s Corporate Governance Statement and disclosures are contained elsewhere in the annual report. AUDITOR INDEPENDENCE AND NON-AUDIT SERVICES Section 307C of the Corporations Act 2001 requires the Company‟s auditors to provide the Directors of Lindian Resources Limited with an Independence Declaration in relation to the audit of the full year financial report. A copy of that declaration is included within this report. There were no non audit services provided by the Company‟s auditor. REMUNERATION REPORT (AUDITED) This report outlines the remuneration arrangements in place for directors and executives of Lindian Resources Limited in accordance with the requirements of the Corporation Act 2001 and its Regulations. For the purpose of this report, Key Management Personnel (KMP) of the Company are defined as those persons having authority and responsibility for planning, directing and controlling the major activities of the Group, directly or indirectly, including any director (whether executive or otherwise) of the Group, and includes the executives in the Company receiving the highest remuneration. Lindian Resources Limited 9 2011 Report to Shareholders Directors’ Report Details of Key Management Personnel Mr. Matthew Wood Mr. Steven Leithead Mr. Scott Funston Mr. Brian McMaster Non-Executive Chairman Executive Director Executive Director, Company Secretary Executive Director Mr. Angus Caithness Non-Executive Director Mr. Anthony Cunningham Former Chairman Mr. Paul Jurman Mr. Andrew Philips Former Non-Executive Director, Company Secretary Former Non-Executive Director Mr. Reginald Gillard Former Chairman Remuneration Policy The Board is responsible for determining and reviewing compensation arrangements for the Directors. The Board assesses the appropriateness of the nature and amount of emoluments of such officers on a periodic basis by reference to relevant employment market conditions with the overall objective of ensuring maximum stakeholder benefit from the retention of a high quality board and executive team. The Group does not link the nature and amount of the emoluments of such officers to the Group‟s financial or operational performance. The expected outcome of this remuneration structure is to retain and motivate Directors. The rewards for Directors‟ have no set or pre-determined performance conditions or key performance indicators as part of their remuneration due to the current nature of the business operations. The Board determines appropriate levels of performance rewards as and when they consider rewards are warranted. The Group has no policy on executives and directors entering into contracts to hedge their exposure to options or shares granted as part of their remuneration package. The table below shows the performance of the Group as measured by loss per share for the past five financial years: As at 30 June Loss per share (cents) 2011 (2.07) 2010 (2.20) 2009 (3.14) 2008 (2.10) 2007 (6.22) Lindian Resources Limited 10 2011 Report to Shareholders Directors’ Report Details of the nature and amount of each element of the emolument of each Director and Executive of the Group for the financial year are as follows: Short term Options Post employment 2011 Base Directors Consulting Share based Option Director Mr. Matthew Wood * Mr. Steve Leithead * Mr. Scott Funston * Mr. Angus Caithness * Mr. Brian McMaster * Salary $ - - - - - Mr. Paul Jurman # 15,329 Mr. Anthony Cunningham ^ Mr. Andrew Philips ^ Mr. Reginald Gillard ^ 23,333 11,667 4,192 54,521 Fees $ - - - - - - - - - - Fees Payments Superannuation Total Related $ 20,000 40,000 20,000 10,000 850 - - - - $ - - - - 41,384 - - - - $ - - - - - 1,380 2,100 1,050 377 $ 20,000 40,000 20,000 10,000 42,234 16,709 25,433 12,717 4,569 % - - - - 98% - - - - 90,850 41,384 4,907 191,662 * Mr. Wood, Mr. Leithead and Mr. Funston were appointed on 5 May 2011, Mr. Caithness was appointed on 31 January 2011 and Mr McMaster was appointed on 20 June 2011. ^ Mr. Cunningham resigned on 5 May 2011, Mr. Philips resigned on 31 January 2011 and Mr. Gillard resigned on 20 August 2010. # Mr. Jurman was appointed as a Director on 20 August 2010, previous to this he was an executive in his capacity as Company Secretary. Mr. Jurman resigned as a Director on 5 May 2011. Short term Options Post employment 2010 Base Directors Consulting Share based Option Director Mr. Reginald Gillard Mr. Anthony Cunningham Mr. Andrew Philips * Mr. Gregory Smith ^ Mr. Patrick Flint ^ Executive Mr. Paul Jurman Salary $ 30,000 20,000 7,083 89,881 12,976 10,000 169,940 Fees $ - - - - - - - * Mr. Philips was appointed on 19 February 2010 ^ Mr. Smith and Mr. Flint resigned on 19 February 2010 Fees Payments Superannuation Total Related $ % $ - - - - - - - $ - - - - - - - $ 2,700 1,800 637 5,839 1,168 32,700 21,800 7,720 95,720 14,144 900 10,900 13,044 182,984 - - - - - - There were no other executive officers of the Group during the financial years ended 30 June 2011 and 30 June 2010. No remuneration is performance related. The share options issued were not subject to a performance hurdle as these options were issued as a form of retention bonus and incentive package. There were no options issued to KMPs as part of remuneration during the year ended 30 June 2010. There were no alterations to the terms and conditions of options granted as remuneration since their grant date. There were no forfeitures during the period. No remuneration options were exercised for the year ended 30 June 2011 or for the year ended 30 June 2010. Lindian Resources Limited 11 2011 Report to Shareholders Directors’ Report Executive Directors Mr. Leithead is paid an annual fee of $240,000 per annum. The agreement commenced on 1 June 2011 and is for a term of two years unless extended by both parties. Mr. Leithead may terminate the agreement by giving three months written notice. The Company may terminate the agreement by giving three months written notice or by paying an amount equivalent to three months fees (based on agreed consulting fee) or without notice in the case of serious misconduct. Mr. Scott Funston and Mr. Brian McMaster are paid an annual consulting fee on a monthly basis. Their services may be terminated by either party at any time. Non Executive Director The Non Executive Directors, Mr. Matthew Wood and Mr. Angus Caithness are paid an annual consulting fee on a monthly basis. Their services may be terminated by either party at any time. The aggregate remuneration for non-executive Directors has been set at an amount not to exceed $150,000 per annum. This amount may only be increased with the approval of Shareholders at a general meeting. Service Agreements The Group has entered into a service agreement for certain administrative services and office space for a term of two years with Garrison Capital Pty Ltd, a company of which Mr. Wood and Mr. McMaster are Directors. The Group is required to give three months written notice to terminate the agreement. Signed on behalf of the board in accordance with a resolution of the Directors. Steven Leithead Director 19 September 2011 Competent Person Statement The information in this report that relates to Mineral Resources and Exploration Results are based on information compiled by Mr Steven Leithead who is a Member of the Australian Institute of Mining and Metallurgy. Mr Leithead is a Director of Lindian Resources Limited. Mr Leithead 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 „Australian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves‟. Mr Leithead consents to the inclusion in the report of the matters based on his information in the form and context in which it appears. Lindian Resources Limited 12 2011 Report to Shareholders CORPORATE GOVERNANCE STATEMENT The Board of Directors of Lindian Resources Limited (“Lindian Resources” or “the Company”) is responsible for corporate governance of the Company. The Board guides and monitors the business and affairs of the Company on behalf of the shareholders by whom they are elected and to whom they are accountable. Upon listing, the Company established a set of corporate governance policies and procedures. These were based on the Australian Securities Exchange Corporate Governance Council‟s (the Council‟s) “Principles of Good Corporate Governance and Best Practice Recommendations” (the Recommendations). In accordance with the Council‟s recommendations, the Corporate Governance Statement must now contain certain specific information and must disclose the extent to which the company has followed the guidelines during the period. Where a recommendation has not been followed, that fact must be disclosed, together with the reasons for the departure. For further information on corporate governance policies adopted by the Company, refer to our website: www.lindianresources.com.au Structure of the Board The skills, experience and expertise relevant to the position of Director held by each Director in office at the date of the annual report is included in the Directors‟ Report. Directors of the Company are considered to be independent when they are independent of management and free from any business or other relationship that could materially interfere with, or could reasonably be perceived to materially interfere with, the exercise of their unfettered and independent judgement. The Board has accepted the following definition of an Independent Director: “An Independent Director is a Director who is not a member of management, is a Non-executive Director and who:  is not a substantial shareholder (under the meaning of Corporations Law) of the Company or an officer of, or otherwise associated, directly or indirectly, with a substantial shareholder of the Company;  has not within the last three years been employed in an executive capacity by the Company or another Company   member, or been a Director after ceasing to hold any such employment; is not a principal of a professional adviser to the Company or another Company member; is not a significant consultant, supplier or customer of the Company or another Company member, or an officer of or otherwise associated, directly or indirectly, with a significant consultant, supplier or customer;  has no significant contractual relationship with the Company or another Company member other than as a Director of the Company;  is free from any interest and any business or other relationship which could, or could reasonably be perceived to, materially interfere with the Director‟s ability to act in the best interests of the Company.” In accordance with the definition of independence above, Mr. Caithness is considered an Independent Director. Accordingly, a majority of the board is not considered independent. There are procedures in place, as agreed by the board, to enable Directors to seek independent professional advice on issues arising in the course of their duties at the company‟s expense. The term in office held by each Director in office at the date of this report is as follows: Name Matthew Wood Steve Leithead Scott Funston Brian McMaster Anguus Caithness Term in office 5 months 5 months 5 months 3 months 9 months Lindian Resources Limited 13 2011 Report to Shareholders CORPORATE GOVERNANCE STATEMENT Nomination Committee The Board does not have a nomination committee. The Board is of the opinion that due to the nature and size of the Company, the functions performed by a nomination committee can be adequately handled by the full Board. When a new director is to be appointed the Board reviews the range of skills, experience and expertise on the board, identifies its needs and prepares a short-list of candidates with appropriate skills and experience. Where necessary, advice is sought from independent search consultants. The Board then appoints the most suitable candidate who must stand for election at the next annual general meeting of the Company. Retirement and rotation of Directors are governed by the Corporations Act 2001 and the Constitution of the Company. Each year one third of the Directors must retire and offer themselves for re-election. This selection, nomination and appointment process is detailed on the company website. Audit and Risk Management Committee The Company does not have an audit committee. The Board is of the opinion that due to the nature and size of the Company, the functions performed by an audit committee can be adequately handled by the full Board. At such time when the Company is of sufficient size a separate Audit and Risk Management Committee will be formed. It is the Board‟s responsibility to ensure that an effective internal control framework exists within the entity. This includes both internal controls to deal with both the effectiveness and efficiency of significant business processes, the safeguarding of assets, the maintenance of proper accounting records, and the reliability of financial and non-financial information. It is the Board‟s responsibility for the establishment and maintenance of a framework of internal control of the Company. Performance The Board of Lindian Resources conducts its performance review of itself on an ongoing basis throughout the year. The small size of the company and hands on management style requires an increased level of interaction between directors and executives throughout the year. Board members meet amongst themselves both formally and informally. The Board considers that the current approach that it has adopted with regard to the review of its performance provides the best guidance and value to the Company. Remuneration The Company‟s policy for determining the nature and amount of emoluments of Board members is as follows:  Remuneration of Executive and Non –Executive Directors is reviewed annually by the Board.  Remuneration packages are set at levels intended to attract and retain Directors and Executives capable of managing the Company‟s operations and adding value to the Company. Non-Executive Directors Non-Executive Directors receive fees which are determined by the Board within the aggregate limit set by the shareholders at a General Meeting. All Non-Executive Directors will receive remuneration by way of fees and receive no retirement benefits excluding statutory superannuation, if applicable. External professional advice will be sought to determine the level of Directors fees to ensure they are appropriate. The Board will determine the level of fees with reference to other comparable listed companies determined by size and nature of operations. Directors‟ fees should be set at a level to attract suitably qualified individuals to accept the responsibilities of a Directorship. The issue of options to non-executive directors is considered an appropriate method of providing sufficient incentive and reward whilst maintaining cash reserves. Lindian Resources Limited 14 2011 Report to Shareholders CORPORATE GOVERNANCE STATEMENT Executives The Executive Officers‟ remuneration is considered to properly reflect the person‟s duties and responsibilities, and takes account of remuneration levels across the sector. Share and Option based remuneration The Company may issue options to Executives as it is considered an appropriate method of providing sufficient incentive and reward whilst maintaining cash reserves. Participants in equity-based remuneration plans are not permitted to enter into any transactions that would limit the economic risk of options or other unvested entitlements. For details of remuneration paid to Directors and officers for the financial year please refer to the Directors‟ Report in these Financial Statements. Trading Policy Trading in Company securities is regulated by the Corporations Act and the ASX Listing Rules. The Board makes all Directors, officers and employees aware on appointment that it is prohibited to trade in the Company‟s securities whilst that Director, officer or employee is in the possession of price sensitive information. For details of shares held by Directors and officers please refer to the Directors‟ Report in these Financial Statements. Directors are required to report to the Company Secretary any movements in their holdings of Company securities, which are reported to ASX in the required timeframe prescribed by the ASX Listing Rules. This Trading Policy can be found on the company website. Assurance The CEO and CFO (or equivalent) periodically provide formal statements to the Board that in all material aspects:   the company‟s financial statements present a true and fair view of the company‟s financial condition and operational results; and the risk management and internal compliance and control systems are sound, appropriate and operating efficiently and effectively. This assurance forms part of the process by which the Board determines the effectiveness of its risk management and internal control systems in relation to financial reporting risks. Shareholder Communication Policy Pursuant to Principle 6, the Company‟s objective is to promote effective communication with its shareholders at all times. Lindian Resources Limited is committed to:  Ensuring that shareholders and the financial markets are provided with full and timely information  Complying with continuous disclosure obligations contained in the ASX listing rules and the Corporations Act in Australia  Communicating effectively with its shareholders and making it easier for shareholders to communicate with the Company To promote effective communication with shareholders and encourage effective participation at general meetings, information is communicated to shareholders:  Through the release of information to the market via the ASX  Through the distribution of the annual report and notices of annual general meeting  Through shareholder meetings and investor relations presentations Lindian Resources Limited 15 2011 Report to Shareholders CORPORATE GOVERNANCE STATEMENT  Through letters and other forms of communications directly to shareholders  By posting relevant information on the Company‟s website: www.lindianresources.com.au The external auditors are required to attend the annual general meeting and are available to answer any shareholder questions about the conduct of the audit and preparation of the audit report. Corporate Governance Compliance During the financial year Lindian Resources has complied with each of the 8 Corporate Governance Principles and the corresponding Best Practice Recommendations, other than in relation to the matters specified below: Best Practice Recommendation Notification of Departure Explanation of Departure 2.1 2.2 2.4 The Company does not have a The Directors consider that the current structure and majority of independent directors composition of the Board is appropriate to the size and nature of operations of the Company. The Chairman is not an The Directors consider that the current structure and independent director composition of the Board is appropriate to the size The Group does not have a The role of the Nomination Committee has been Nomination Committee assumed by the full Board. and nature of operations of the Company. 4.1 and 4.2 The Group does not have an The role of the Audit and Risk Management Audit and Risk Management Committee has been assumed by the full Board. 8.1 8.2 Committee The Group does not have a The role of the Remuneration Committee has been Remuneration Committee assumed by the full Board. Non-executive directors receive To attract and retain an independent Non-executive options as a part of director with sufficient skills and experience to the remuneration. Company, incentive options were required as part of the remuneration package. Lindian Resources Limited 16 2011 Report to Shareholders Lindian Resources Limited Statement of Comprehensive Income for the year ended 30 June 2011 Notes Revenue Interest income Foreign exchange gain Total Revenue Bad debt expense Depreciation expense Consulting and directors fees Exploration expenditure written off Foreign exchange loss Share based payments Administration expenses Loss from continuing operations before income tax Income tax expense 10 4 5 Loss from continuing operations after income tax Other Comprehensive Income/(loss) Foreign currency translation Other comprehensive (loss) for the year Consolidated 2011 $ 146,178 52 2010 $ 81,421 27,275 146,230 108,696 - (1,568) (214,233) (823,681) - (41,384) (88,076) (9,439) (182,985) (493,738) (1,032) - (325,192) (252,118) (1,259,828) (918,692) - - (1,259,828) (918,692) (3,488) (3,488) (57,781) (57,781) Total comprehensive(loss) for the year (1,263,316) (976,473) Loss per share attributable to owners of Lindian Resources Limited (1,263,316) (976,473) Basic and diluted loss per share (cents per share) 20 (2.07) (2.20) Lindian Resources Limited 17 2011 Report to Shareholders Lindian Resources Limited Statement of Financial Position as at 30 June 2011 CURRENT ASSETS Cash and cash equivalents Trade and other receivables TOTAL CURRENT ASSETS NON-CURRENT ASSETS Plant and equipment Deferred exploration and evaluation expenditure Notes 6 7 9 10 Consolidated 2011 $ 2010 $ 6,172,982 2,215,636 88,765 6,732 6,261,747 2,222,368 22,541 4,323 5,798,164 803,477 TOTAL NON-CURRENT ASSETS 5,820,705 807,800 TOTAL ASSETS CURRENT LIABILITIES Trade and other payables TOTAL CURRENT LIABILITIES TOTAL LIABILITIES NET ASSETS EQUITY Issued capital Reserves Accumulated losses TOTAL EQUITY 12,082,452 3,030,168 11 221,571 33,600 221,571 33,600 221,571 33,600 11,860,881 2,996,568 21,873,379 13,637,134 3,149,189 1,261,293 (13,161,687) (11,901,859) 11,860,881 2,996,568 12 13 14 Lindian Resources Limited 18 2011 Report to Shareholders Lindian Resources Limited Statement of Cash Flows for the year ended 30 June 2011 Notes CASH FLOWS FROM OPERATING ACTIVITIES Payments to suppliers and employees Interest received Consolidated 2011 $ 2010 $ (480,225) (423,222) 132,564 77,169 NET CASH USED IN OPERATING ACTIVITIES 6 (347,661) (346,053) CASH FLOWS FROM INVESTING ACTIVITIES Purchase of plant and equipment Expenditure on exploration Cash acquired on acquisition of subsidiary Loans to related parties (24,104) (3,025) (133,608) (658,192) 38,205 (98,746) - - NET CASH USED IN INVESTING ACTIVITIES (218,253) (661,217) CASH FLOWS FROM FINANCING ACTIVITIES Proceeds from issue of shares Proceeds from issue of options Share issue costs 4,838,777 1,719,879 - 126,093 (315,569) (136,193) NET CASH FROM FINANCING ACTIVITIES 4,523,208 1,709,779 Net increase in cash held Cash and cash equivalents at beginning of period Effect of foreign exchange on cash CASH AND CASH EQUIVALENTS AT END OF 3,957,294 2,215,636 52 702,509 1,514,160 (1,033) THE FINANCIAL YEAR 6 6,172,982 2,215,636 Lindian Resources Limited 19 2011 Report to Shareholders Lindian Resources Limited Statement of Changes in Equity for the year ended 30 June 2011 Consolidated At 1 July 2009 Loss for the year Other comprehensive loss Total comprehensive loss Transactions with owners in their capacity as owners Issue of ordinary shares Share based payments Elimination of minority interest on disposal of controlled entity At 1 July 2010 Loss for the year Other comprehensive loss Total comprehensive loss Transactions with owners in their capacity as owners Issue of ordinary shares Share based payments Options issued on acquisition of subsidiary Issued capital $ Accumulated losses $ Foreign Currency Translation Reserve $ Option reserves $ 12,059,878 (10,983,167) 57,781 - - - (918,692) - (918,692) (57,781) (57,781) Share based payment reserves $ 1,130,200 Minority Equity Interest $ 15,283 - - - - - - - - - 126,093 5,000 - - - - 126,093 1,135,200 126,093 1,135,200 - - - - - 1,250,000 - - - - 641,384 - - - - - - - (15,283) - - - - - - - - - - - Total $ 2,279,975 (918,692) (57,781) (976,473) 1,719,879 131,093 (15,283) (142,623) 2,996,568 2,996,568 (1,259,828) (3,488) (1,263,316) 8,838,777 641,384 1,250,000 (602,532) 11,860,881 1,719,879 - - 8,838,777 - - 13,637,134 (11,901,859) - - - (1,259,828) - (1,259,828) - - - - - - - - - - - - - - - (3,488) (3,488) - - - - Transaction costs on share issue (142,623) At 30 June 2010 13,637,134 (11,901,859) Transaction costs on share issue (602,532) At 30 June 2011 21,873,379 (13,161,687) (3,488) 1,376,093 1,776,584 Lindian Resources Limited 20 2011 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2011 1. Corporate Information The financial report of Lindian Resources Limited (“Lindian Resources” or “the Company”) and its controlled entities (“the Group” or “ Consolidated” ) for the year ended 30 June 2011 was authorised for issue in accordance with a resolution of the directors on 19 September 2011. Lindian Resources Limited is a company limited by shares incorporated in Australia whose shares are publicly traded on the Australian Securities Exchange. The separate financial statements of the parent entity, Lindian Resources Limited, have not been presented within this financial report as permitted by the Corporations Act 2001. The nature of the operations and the principal activities of the Group are described in the Directors‟ Report. 2. Summary of Significant Accounting Policies (a) Basis of Preparation The financial report is a general-purpose financial report, which has been prepared in accordance Australian Accounting Standards, Australian Accounting Interpretations, other authoritative pronouncements of the Australian Accounting Standards Board and the Corporations Act 2001. The financial report has been prepared on an accrual basis and is based on historical costs, modified, where applicable, by the measurement at fair value of selected non-current assets, financial assets and financial liabilities. Material accounting policies adopted in preparation of this financial report are presented below and have been consistently applied unless otherwise stated. The presentation currency is Australian dollars. (b) Compliance statement Australian Accounting Standards set out accounting polices 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. (c) New accounting standards and interpretations issued but yet effective The following applicable accounting standards and interpretations have been issued or amended but are not yet effective. These standards have not been adopted by the Group for the year ended 30 June 2011, and no change to the Group‟s accounting policy is required: Reference Title Summary AASB 9 Financial Instruments AASB 9 includes requirements for the classification and measurement of financial assets resulting from the first part of Phase 1 of the IASB‟s project to replace IAS 39 Financial Instruments: Recognition and Measurement (AASB 139 Financial Instruments: Recognition and Measurement). These requirements improve and simplify the approach for classification and measurement of financial assets compared with the requirements of AASB Impact on Group’s financial report The Group has not yet determined the impact on the Group‟s financial statements. Application date for Group 1 July 2013 Lindian Resources Limited 21 2011 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2011 Reference Title Summary Impact on Group’s financial report Application date for Group 139. The main changes from AASB 139 are described below. (a) Financial assets are classified based on (1) the objective of the entity‟s business model for managing the financial assets; (2) the characteristics of the contractual cash flows. This replaces the numerous categories of financial assets in AASB 139, each of which had its own classification criteria. (b) AASB 9 allows an irrevocable election on initial recognition to present gains and losses on investments in equity instruments that are not held for trading in other comprehensive income. Dividends in respect of these investments that are a return on investment can be recognised in profit or loss and there is no impairment or recycling on disposal of the instrument. (c) Financial assets can be designated and measured at fair value through profit or loss at initial recognition if doing so eliminates or significantly reduces a measurement or recognition inconsistency that would arise from measuring assets or liabilities, or recognising the gains and losses on them, on different bases. The revised AASB 124 simplifies the definition of a related party, clarifying its intended meaning and eliminating inconsistencies from the definition, including: (a) The definition now identifies a subsidiary and an associate with the same investor as related parties of each other (b) Entities significantly influenced by one person and entities significantly influenced by a close member of the family of that person are no longer related parties of each other (c) The definition now identifies that, whenever a person or entity has both joint control over a second entity and joint control or significant influence over a third party, the second and third entities are related to each other A partial exemption is also provided from the disclosure requirements for government-related entities. Entities that are related by virtue of being controlled by the same government can provide reduced related party disclosures. AASB 124 (Revised) Related Party Disclosures (December 2009) The Group has not yet determined the impact on the Group‟s financial statements. 1 July 2011 The Group has not elected to early adopt any new Standards or Interpretations. Lindian Resources Limited 22 2011 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2011 (d) Changes in accounting policies and disclosures In the year ended 30 June 2011, the Group has reviewed all of the new and revised Standards and Interpretations issued by the AASB that are relevant to its operations and effective for the current annual reporting period. It has been determined by the Group that there is no impact, material or otherwise, of the new and revised Standards and Interpretations on its business and, therefore, no change is necessary to Group accounting policies. (e) Basis of Consolidation The consolidated financial statements comprise the financial statements of Lindian Resources Limited and its subsidiaries as at 30 June each year („the Company‟). Subsidiaries are all those entities (including special purpose entities) over which the Company has the power to govern the financial and operating policies so as to obtain benefits from their activities. The existence and effect of potential voting rights that are currently exercisable or convertible are considered when assessing whether a Company controls another entity. The financial statements of the subsidiaries are prepared for the same reporting period as the parent Company, using consistent accounting policies. In preparing the consolidated financial statements, all intercompany balances and transactions, income and expenses and profit and losses resulting from intra-company transactions have been eliminated in full. Subsidiaries are fully consolidated from the date on which control is obtained by the Company and cease to be consolidated from the date on which control is transferred out of the Company. The acquisition of subsidiaries is accounted for using the acquisition method of accounting. The acquisition method of accounting involves recognising at acquisition date, separately from goodwill, the identifiable assets acquired, the liabilities assumed and any non-controlling interest in the acquiree. The identifiable assets acquired and the liabilities assumed are measured at their acquisition date fair values. The difference between the above items and the fair value of the consideration (including the fair value of any pre-existing investment in the acquiree) is goodwill or a discount on acquisition. A change in the ownership interest of a subsidiary that does not result in a loss of control, is accounted for as an equity transaction. (f) Foreign Currency Translation (i) Functional and presentation currency Items included in the financial statements of each of the Company‟s entities are measured using the currency of the primary economic environment in which the entity operates („the functional currency‟). The functional and presentation currency of Lindian Resources Limited is Australian dollars. The functional currency of the overseas subsidiaries is Philippine Peso. (ii) Transactions and balances Foreign currency transactions are translated into the functional currency using the exchange rates prevailing at the dates of the transactions. Foreign exchange gains and losses resulting from the settlement of such transactions and from the translation at year-end exchange rates of monetary assets and liabilities denominated in foreign currencies are recognised in the statement of comprehensive income. Lindian Resources Limited 23 2011 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2011 (iii) Group entities The results and financial position of all the Company entities (none of which has the currency of a hyperinflationary economy) that have a functional currency different from the presentation currency are translated into the presentation currency as follows:    assets and liabilities for each statement of financial position presented are translated at the closing rate at the date of that statement of financial position; income and expenses for each statement of comprehensive income are translated at average exchange rates (unless this is not a reasonable approximation of the rates prevailing on the transaction dates, in which case income and expenses are translated at the dates of the transactions); and all resulting exchange differences are recognised as a separate component of equity. On consolidation, exchange differences arising from the translation of any net investment in foreign entities are taken to foreign currency translation reserve. When a foreign operation is sold or any borrowings forming part of the net investment are repaid, a proportionate share of such exchange differences are recognised in the statement of comprehensive income, as part of the gain or loss on sale where applicable. (g) Plant and Equipment Each class of plant and equipment is carried at cost less, where applicable, any accumulated depreciation and impairment losses. 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 will flow to the Group and the cost of the item can be measured reliably. Repairs and maintenance expenditure is charged to the statement of comprehensive income during the financial period in which it is incurred. Depreciation The depreciable amount of all fixed assets is depreciated on a straight line basis over their useful lives to the Group commencing from the time the asset is held ready for use. The depreciation rates used for each class of depreciable assets are: Class of Fixed Asset Depreciation Rate Plant and equipment 25% – 33% Furniture, Fixtures and Fittings Computer and software Motor Vehicles 15 % 33 % 25 % The assets' residual values and useful lives are reviewed, and adjusted if appropriate, at each statement of financial position date. Derecognition Additions of plant and equipment is derecognised upon disposal or when no further future economic benefits are expected from its use or disposal. Lindian Resources Limited 24 2011 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2011 Gains and losses on disposals are determined by comparing proceeds with the carrying amount. These gains and losses are recognised in the statement of comprehensive income. (h) Impairment of non financial assets other than goodwill The Group assesses at each reporting date whether there is an indication that an asset may be impaired. If any such indication exists, or when annual impairment testing for an asset is required, the Group makes an estimate of the asset‟s recoverable amount. An asset‟s recoverable amount is the higher of its fair value less costs to sell and its value in use and is determined for an individual asset, unless the asset does not generate cash inflows that are largely independent of those from other assets of the Group and the asset's value in use cannot be estimated to be close to its fair value. In such cases the asset is tested for impairment as part of the cash generating unit to which it belongs. When the carrying amount of an asset or cash-generating unit exceeds its recoverable amount, the asset or cash-generating unit is considered impaired and is written down to its recoverable amount. In assessing value in use, the estimated future cash flows are discounted to their present value using a pre-tax discount rate that reflects current market assessments of the time value of money and the risks specific to the asset. Impairment losses relating to continuing operations are recognised in the statement of comprehensive income. An assessment is also made at each reporting date as to whether there is any indication that previously recognised impairment losses may no longer exist or may have decreased. If such indication exists, the recoverable amount is estimated. A previously recognised impairment loss is reversed only if there has been a change in the estimates used to determine the asset‟s recoverable amount since the last impairment loss was recognised. If that is the case the carrying amount of the asset is increased to its recoverable amount. That increased amount cannot exceed the carrying amount that would have been determined, net of depreciation, had no impairment loss been recognised for the asset in prior years. Such reversal is recognised in profit or loss. After such a reversal the depreciation charge is adjusted in future periods to allocate the asset‟s revised carrying amount, less any residual value, on a systematic basis over its remaining useful life. (i) Exploration expenditure Exploration and evaluation expenditure incurred by or on behalf of the Group is accumulated separately for each area of interest. Such expenditure comprises net direct costs and an appropriate portion of related overhead expenditure, but does not include general overheads or administrative expenditure not having a specific nexus with a particular area of interest. Each area of interest is limited to a size related to a known or probable mineral resource capable of supporting a mining operation. Exploration and evaluation expenditure for each area of interest is carried forward as an asset provided that one of the following conditions is met:  such costs are expected to be recouped through successful development and exploitation of the area of interest or, alternatively, by its sale; or  exploration and evaluation activities in the area of interest have not yet reached a stage which permits a reasonable assessment of the existence or otherwise of economically recoverable reserves, and active and significant operations in relation to the area are continuing. Expenditure which fails to meet the conditions outlined above is written off, furthermore, the directors regularly review the carrying value of exploration and evaluation expenditure and make write downs if the values are not expected to be recoverable. Lindian Resources Limited 25 2011 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2011 Identifiable exploration assets acquired are recognised as assets at their cost of acquisition. Exploration and evaluation expenditure incurred subsequent to acquisition in respect of an exploration asset acquired, is accounted for in accordance with the policy outlined above for exploration expenditure incurred by or on behalf of the entity. Acquired exploration assets are not written down below acquisition cost until such time as the acquisition cost is not expected to be recovered. When an area of interest is abandoned, any expenditure carried forward in respect of that area is written off. Expenditure is not carried forward in respect of any area of interest/mineral resource unless the Group‟s rights of tenure to that area of interest are current. (j) Trade and Other Receivables Trade receivables, which generally have 30 – 90 day terms, are recognised and carried at original invoice amount less an allowance for any uncollectible amounts. An estimate for doubtful debts is made when collection of the full amount is no longer probable. Bad debts are written off when identified. (k) Cash and Cash Equivalents Cash and cash equivalent in the statement of financial position 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. Bank overdrafts are shown as current liabilities in the statement of financial position. For the purpose of the statement of cash flows, cash and cash equivalents consist of cash and cash equivalents as described above and bank overdrafts. (l) Provisions Provisions are recognised when the Group has a present obligation (legal or constructive) as a result of a past event, it is probable that an outflow of resources embodying economic benefits will be required to settle the obligation and a reliable estimate can be made of the amount of the obligation. Where the Group expects some or all of a provision to be reimbursed, for example under an insurance contract, the reimbursement is recognised as a separate asset but only when the reimbursement is virtually certain. The expense relating to any provision is presented in the statement of comprehensive income net of any reimbursement. If the effect of the time value of money is material, provisions are determined by discounting the expected future cash flows at a pre-tax rate that reflects current market assessments of the time value of money, and where appropriate, the risks specific to the liability. Where discounting is used, the increase in the provision due to the passage of time is recognised as a finance cost. (m) Trade and other payables Liabilities for trade creditors and other amounts are measured at amortised cost, which is the fair value of the consideration to be paid in the future for goods and services received that are unpaid, whether or not billed to the Group. Lindian Resources Limited 26 2011 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2011 (n) Income Tax Deferred income tax is provided for on all temporary differences at balance date between the tax base of assets and liabilities and their carrying amounts for financial reporting purposes. No deferred income tax will be recognised from the initial recognition of goodwill or of an asset or liability, excluding a business combination, where there is no effect on accounting or taxable profit or loss. No deferred income tax will be recognised in respect of temporary differences associated with investments in subsidiaries if the timing of the reversal of the temporary difference can be controlled and it is probable that the temporary differences will not reverse in the near future. Deferred tax is calculated at the tax rates that are expected to apply to the period when the asset is realised or liability is settled. Deferred tax is charged or credited in the statement of comprehensive income except where it relates to items that may be charged or credited directly to equity, in which case the deferred tax is adjusted directly against equity. Deferred income tax assets are recognised for all deductible temporary differences, carry forward of unused tax assets and unused tax losses to the extent that it is probable that future tax profits will be available against which deductible temporary differences can be utilised. The amount of benefits brought to account or which may be realised in the future is based on tax rates (and tax laws) that have been enacted or substantially enacted at the balance date and the anticipation that the Group will derive sufficient future assessable income to enable the benefit to be realised and comply with the conditions of deductibility imposed by the law. The carrying amount of deferred tax assets is reviewed at each balance date and only recognised to the extent that sufficient future assessable income is expected to be obtained. Income taxes relating to items recognised directly in equity are recognised in equity and not in the statement of comprehensive income. Deferred tax assets and deferred tax liabilities are offset only if a legally enforceable right exists to set off current tax assets against current tax liabilities and the deferred tax assets and liabilities relate to the same taxable entity and the same taxation authority. (o) Issued capital Ordinary shares are classified as equity. Incremental costs directly attributable to the issue of new shares or options are shown in equity as a deduction, net of tax, from the proceeds. Incremental costs directly attributable to the issue of new shares or options are deducted from equity. (p) Revenue Revenue is recognised to the extent that it is probable that the economic benefits will flow to the Group and the revenue is capable of being reliably measured. The following specific recognition criteria must also be met before revenue is recognised: Interest income Revenue is recognised as the interest accrues (using the effective interest method, which is the rate that exactly discounts estimated future cash receipts through the expected life of the financial instrument) to the net carrying amount of the financial asset. Lindian Resources Limited 27 2011 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2011 (q) Segment Information Operating segments are reported in a manner consistent with the internal reporting provided to the chief operating decision maker. The chief operating decision maker, who is responsible for allocating resources and assessing performance of the operating segments, has been identified as the Board of Directors of Lindian Resources Limited. (r) Basic earnings per share Earnings per share Basic earnings per share is calculated by dividing the profit or loss attributable to equity holders of the Company, excluding any costs of servicing equity other than dividends, by the weighted average number of ordinary shares, adjusted for any bonus elements. Diluted earnings per share Diluted earnings per share is calculated as net profit or loss attributable to members of the Company, adjusted for: • • • costs of servicing equity (other than dividends); the after tax effect of dividends and interest associated with dilutive potential ordinary shares that have been recognised as expenses; and other non-discretionary changes in revenues or expenses during the period that would result from the dilution of potential ordinary shares; divided by the weighted average number of ordinary shares and dilutive potential ordinary shares, adjusted for any bonus elements. (s) Goods and services tax Revenues, expenses and assets are recognised net of the amount of GST, except where the amount of GST incurred is not recoverable from the Australian Tax Office. In these circumstances the GST is recognised as part of the cost of acquisition of the asset or as part of an item of the expense. 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 Australian Tax Office is included as part of receivables or payables in the statement of financial position. Cash flows are presented in the cash flow statement on a gross basis, except for the GST component of investing and financing activities, which is receivable from or payable to the ATO, are disclosed as operating cash flows. (t) Share based payment transactions The group provides benefits to individuals acting as, and providing services similar to employees (including Directors) of the group in the form of share based payment transactions, whereby individuals render services in exchange for shares or rights over shares („equity settled transactions‟). There is currently an Employee Share Option Plan (ESOP) in place, which provides benefits to Directors and individuals providing services similar to those provided by an employee. The cost of these equity settled transactions with employees is measured by reference to the fair value at the date at which they are granted. The fair value is determined by using the Black Scholes formula, taking into account the terms and conditions upon which the instruments were granted. Lindian Resources Limited 28 2011 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2011 In valuing equity settled transactions, no account is taken of any performance conditions, other than conditions linked to the price of the shares of Lindian Resources Limited („market conditions‟). The cost of the equity settled transactions is recognised, together with a corresponding increase in equity, over the period in which the performance conditions are fulfilled, ending on the date on which the relevant employees become fully entitled to the award („vesting date‟). The cumulative expense recognised for equity settled transactions at each reporting date until vesting date reflects (i) the extent to which the vesting period has expired and (ii) the number of awards that, in the opinion of the Directors of the group, will ultimately vest. This opinion is formed based on the best available information at balance date. No adjustment is made for the likelihood of the market performance conditions being met as the effect of these conditions is included in the determination of fair value at grant date. The statement of comprehensive income charge or credit for a period represents the movement in cumulative expense recognised at the beginning and end of the period. No expense is recognised for awards that do not ultimately vest, except for awards where vesting is conditional upon a market condition. Where the terms of an equity settled award are modified, as a minimum an expense is recognised as if the terms had not been modified. In addition, an expense is recognised for any increase in the value of the transaction as a result of the modification, as measured at the date of the modification. Where an equity settled award is cancelled, it is treated as if it had vested on the date of the cancellation, and any expens e not yet recognised for the award is recognised immediately. However if a new award is substituted for the cancelled award, and designated as a replacement award on the date that it is granted, the cancelled and new award are treated as if they were a modification of the original award, as described in the previous paragraph. The cost of equity-settled transactions with non-employees is measured by reference to the fair value of goods and services received unless this cannot be measured reliably, in which case the cost is measured by reference to the fair value of the equity instruments granted. (u) Critical accounting estimates and judgements Estimates and judgements are continually evaluated and are based on historical experience and other factors, including expectations of future events that may have a financial impact on the entity and that are believed to be reasonable under the circumstances. The Group makes estimates and assumptions concerning the future. The resulting accounting estimates will, by definition, seldom equal the related actual results. The estimates and assumptions that have a significant risk of causing a material adjustment to the carrying amounts of assets and liabilities within the next financial year are discussed below. Capitalised exploration and evaluation expenditure The future recoverability of capitalised exploration and evaluation expenditure is dependent on a number of factors, includin g whether the Group decides to exploit the related lease itself or, if not, whether it successfully recovers the related exploration and evaluation asset through sale. Factors which could impact the future recoverability include the level of proved, probable and inferred mineral resources, future technological changes which could impact the cost of mining, future legal changes (including changes to environmental restoration obligations) and changes to commodity prices. Lindian Resources Limited 29 2011 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2011 To the extent that capitalised exploration and evaluation expenditure is determined not to be recoverable in the future, this will reduce profits and net assets in the period in which this determination is made. In addition, exploration and evaluation expenditure is capitalised if activities in the area of interest have not yet reached a stage which permits a reasonable assessment of the existence or otherwise of economically recoverable reserves. To the extent that it is determined in the future that this capitalised expenditure should be written off, this will reduce profits and net assets in the period in which this determination is made. Share based payment transactions The Group measures the cost of equity settled transactions with employees by reference to the fair value of the equity instruments at the date at which they are granted. The fair value is determined by using the Black Scholes formula, taking into account the terms and conditions upon which the instruments were granted. 3. Segment Information For management purposes, the Group is organised into one main operating segment, which involves mining exploration for gold and copper. All of the Group‟s activities are interrelated, and discrete financial information is reported to the Board (Chief Operating Decision Makers) as a single segment. Revenues of approximately Nil (2010 - Nil) are derived from a single external customer. Accordingly, all significant operating decisions are based upon analysis of the Group as one segment. The financial results from this segment are equivalent to the financial statements of the Group as a whole. Total revenue earned by the Group is generated in Australia and all of the Group‟s non-current assets reside in the Philippines. Lindian Resources Limited 30 2011 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2011 4. Other Expenses Accounting and audit fees Insurance Occupancy Legal fees Listing and share registry costs Travel Printing and stationary Other Total other expenses 5. Income Tax (a) Income tax expense Major component of tax expense for the year: Current tax Deferred tax Consolidated 2011 $ 2010 $ 68,506 8,751 20,000 111,748 54,988 25,114 7,975 28,110 82,870 9,534 3,043 3,001 31,453 37,890 5,370 78,957 325,192 252,118 - - - - - - (b) Numerical reconciliation between aggregate tax expense recognised in the statement of comprehensive income and tax expense calculated per the statutory income tax rate. A reconciliation between tax expense and the product of accounting loss before income tax multiplied by the Group‟s applicable tax rate is as follows: Loss from continuing operations before income tax expense (1,259,828) (918,692) Tax at the group rate of 30% Non-deductible expenses Income tax benefit not brought to account Income tax expense (377,948) (275,608) 260,077 117,871 - 93,755 181,853 - Lindian Resources Limited 31 2011 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2011 (c) Deferred tax The following deferred tax balances have not been brought to account: Liabilities Capitalised exploration and evaluation expenditure Offset by deferred tax assets Deferred tax liability recognised Assets Losses available to offset against future taxable income Share issue costs deductible over five years Accrued expenses Deferred tax assets offset against deferred tax liabilities Deferred tax assets not brought to account as realisation is not regarded as probable Deferred tax asset recognised (d) Unused tax losses Unused tax losses Potential tax benefit not recognised at 30% The benefit for tax losses will only be obtained if: Consolidated 2011 $ 2010 $ 1,739,449 241,043 (1,739,449) (241,043) - - 4,576,457 2,804,464 114,906 9,255 86,017 3,912 (1,739,449) (241,043) (2,961,169) (2,653,350) - - 9,870,563 8,844,500 2,961,169 2,653,350 (i) the Group derives future assessable income in Australia and Philippines of a nature and of an amount sufficient to enable the benefit from the deductions for the losses to be realised, and (ii) (iii) the Group continues to comply with the conditions for deductibility imposed by tax legislation in Australia and no changes in tax legislation in Australia or the Philippines, adversely affect the Group in realising the benefit from the deductions for the losses. Lindian Resources Limited 32 2011 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2011 6. Cash and Cash Equivalents Reconciliation of Cash Cash comprises of: Cash at bank Short term deposits Cash at bank Reconciliation of operating loss after tax to net the cash flows from operations Loss after tax Non cash items Share based payment Depreciation and impairment charges Exploration expenditure written off Bad debts written off Foreign currency loss / (gain) Change in assets and liabilities Trade and other receivables Trade and other payables Net cash outflow from operating activities (b) Non-cash financing and investing activities During the financial year the company: Consolidated 2011 $ 2010 $ 3,172,982 41,391 3,000,000 2,174,245 6,172,982 2,215,636 (1,259,828) (918,692) 41,384 5,891 - 9,439 823,681 493,738 - 88,076 1,113 (24,706) (36,135) 76,233 4,782 1,310 (347,661) (346,053) (i) acquired 100% of the issued capital of Bundok Resources Pty Ltd and its subsidiaries, the consideration being the issue of 50,000,000 ordinary fully paid shares and 50,000,000 listed options. The company also paid 12,000,000 listed options as introductory fee for the acquisition. The fair value of the consideration at date of acquisition was $5,550,000. Refer to note 25 for details of acquisition. (ii) Share-based payments (to employees and placement lead manager) as disclosed in note 23; 7. Trade and Other Receivables – Current GST receivable Accrued interest Other 42,013 13,891 32,861 88,765 6,732 - - 6,732 Trade debtors, other debtors and goods and services tax are non-interest bearing and generally receivable on 30 day terms. They are neither past due nor impaired. The amount is fully collectible. Due to the short term nature of these receivables, their carrying value is assumed to approximate their fair value. Lindian Resources Limited 33 2011 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2011 8. Investments in subsidiaries The consolidated financial statements incorporate the assets, liabilities and results of the following subsidiaries: Name of Entity Country of Equity Holding Equity Holding Lindian Resources Guinea Pty Ltd Bundok Resources Pty Ltd Bundok Holdings Pty Ltd Bundok Mineral Resources Corporation Incorporation Australia Australia Australia Philippines 2011 100% 100% 2008 100% 100% 2010 100% - - - 9. Plant and Equipment Plant and Equipment Cost Accumulated depreciation Net carrying amount Computer Equipment and Software Cost Accumulated depreciation Net carrying amount Motor Vehicles Cost Accumulated depreciation Net carrying amount Consolidated 2011 $ 2010 $ 33,144 32,725 (32,759) (28,402) 385 4,323 3,689 (75) 3,614 20,000 (1,458) 18,542 - - - - - - Total Plant and Equipment 22,541 4,323 Movements in Plant and Equipment Plant and Equipment At beginning of the period Additions Impairment Depreciation charge for the year Computer Equipment and Software At beginning of the period Additions Depreciation charge for the year Motor Vehicles At beginning of the period Additions Depreciation charge for the year Total Plant and equipment 4,323 419 (4,323) (34) 385 - 3,689 (75) 3,614 - 20,000 (1,458) 18,542 22,541 10,737 3,025 - (9,439) 4,323 - - - - - - - - 4,323 Lindian Resources Limited 34 2011 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2011 10. Deferred Exploration and Evaluation Expenditure At beginning of the period Exploration expenditure during the year Acquisition of assets Impairment loss Net exchange differences on translation Total exploration and evaluation Consolidated 2011 $ 2010 $ 803,477 194,537 5,634,614 798,365 534,849 - (823,681) (493,738) (10,783) 5,798,164 (35,999) 803,477 The ultimate recoupment of costs carried forward for exploration expenditure is dependent on the successful development and commercial exploitation or sale of the respective mining areas. The impairment loss during the year relates to the Dinguiraye Project located in Guinea. The Directors are currently considering options for this project. The impairment loss in 2010 relates to the withdrawal from projects held in the Democratic Republic of Congo through disposal of the Groups 80% shareholding in Congolese Exploration Company Sprl. 11. Trade and Other Payables Trade payables Accruals Other 150,192 61,011 10,368 20,559 13,041 - 221,571 33,600 Trade creditors, other creditors and goods and services tax are non-interest bearing and generally payable on 30 day terms. Due to the short term nature of these payable, their carrying value is assumed to approximate their fair value. 12. Issued Capital (a) Issued capital Ordinary shares fully paid (b) Movements in shares on issue At beginning of the period Placement at $0.30 Placement at $0.08 Rights issue at $0.08 Shares issued upon acquisition of subsidiary Exercise of options less fundraising costs At 30 June (c) Ordinary shares 21,873,379 13,637,134 2011 2010 Number of shares $ Number of $ shares 43,578,473 13,637,134 37,828,022 12,059,878 - - 5,670,336 1,701,101 30,000,000 2,400,000 23,618,067 1,889,445 50,000,000 4,000,000 - - - - 3,662,213 549,332 80,115 18,779 - (602,532) - (142,624) 150,858,753 21,873,379 43,578,473 13,637,134 Ordinary shares have the right to receive dividends as declared and, in the event of a winding up of the Company, to participate in the proceeds from sale of all surplus assets in proportion to the number of and amounts paid up on shares held. Ordinary shares entitle their holder to one vote, either in person or proxy, at a meeting of the Company. Lindian Resources Limited 35 2011 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2011 (d) Capital risk management The Group‟s capital comprises share capital, reserves less accumulated losses amounting to $11,860,881 at 30 June 2011 (2010: $2,996,568). The Group manages its capital to ensure its ability to continue as a going concern and to optimise returns to its shareholders. The Group was ungeared at year end and not subject to any externally imposed capital requirements. (e) Share options At 30 June 2011, there were 138,530,161 unissued ordinary shares under options (2010: 15,119,307 options). The details of the options are as follows: Number Exercise Price $ Expiry Date 1,000,000 500,000 136,530,161 500,000 138,530,161 0.20 0.30 0.15 0.15 1 July 2011 31 December 2011 31 December 2011 14 June 2016 The following options were issued during the year: - 127,618,067 options with an exercise price of 15 cents expiring on 31 December 2011; and - 500,000 options with an exercise price of 15 cents expiring on 14 June 2016; The following options expired during the year: - 495,000 options with an exercise price of $0.20, expired on 31 December 2010; - 200,000 options with an exercise price of $0.30, expired on 30 September 2010; and - 350,000 options with an exercise price of $0.35, expired on 30 September 2010. 3,662,213 options with an exercise price of 15 cents, expiring on 31 December 2011 were exercised during the financial year. 1,000,000 options with an exercise price of 20 cents expired on 1 July 2011. 1,160 options with an exercise price of 15 cents, expiring on 31 December 2011 were exercised since year end. No option holder has any right under the options to participate in any other share issue of the company or any other entity. 13. Reserves Share based payment reserve Option reserves Foreign currency translation reserve Consolidated 2011 $ 2010 $ 1,776,584 1,135,200 1,376,093 126,093 (3,488) - 3,149,189 1,261,293 Lindian Resources Limited 36 2011 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2011 Movements in Reserves Share based payment reserve At beginning of the period Share based payment expense Balance at the end of the year Consolidated 2011 $ 2010 $ 1,135,200 1,130,200 641,384 5,000 1,776,584 1,135,200 The share based payment reserve is used to record the value of equity benefits provided to directors and executives as part of their remuneration and non-employees for their services. Option reserves At beginning of the period Options issued Balance at the end of the year 126,093 1,250,000 1,376,093 - 126,093 126,093 The option reserves are used to record the premium paid on the issue of listed options. Foreign currency translation reserve At beginning of the period Foreign currency translation Balance at the end of the year - (3,488) (3,488) 57,781 (57,781) - The foreign exchange differences arising on translation of balances originally denominated in a foreign currency into the functional currency are taken to the foreign currency translation reserve. The reserve is recognised in profit and loss when the net investment is disposed of. 14. Accumulated losses Movements in accumulated losses were as follows: At beginning of the period Loss Balance at the end of the year 15. Expenditure Commitments (a) Rental and services agreement 11,901,859 10,983,167 1,259,828 918,692 13,161,687 11,901,859 The Group entered a service agreement for certain administrative services and office space for a term of two years starting in May 2011. The Group is required to give three months written notice to terminate the agreement. Within one year After one year but not longer than 5 years 120,000 100,000 220,000 - - - Lindian Resources Limited 37 2011 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2011 (b) Exploration commitments Exploration commitments contracted for at reporting date but not recognised as liabilities are as follows: Within one year After one year but not longer than 5 years Greater than 5 years 16. Auditors Remuneration The auditor of Lindian Resources Limited is RSM Bird Cameron Partners Amounts received or due and receivable by RSM Bird Cameron Partners for : - an audit or review of the financial report of the entity and any other entity in the Group 17. (a) Key Management Personnel Disclosures Details of Key Personnel Consolidated 2011 $ 2010 $ 75,038 75,038 - 181,761 82,543 - 150,076 264,304 23,000 23,000 21,000 21,000 Mr. Matthew Wood Mr. Steven Leithead Mr. Scott Funston Mr. Brian McMaster Non-Executive Chairman Executive Director Executive Director, Company Secretary Executive Director Mr. Angus Caithness Non-Executive Director Mr. Anthony Cunningham Former Chairman Mr. Paul Jurman Mr. Andrew Philips Former Non-Executive Director, Company Secretary Former Non-Executive Director Mr. Reginald Gillard Former Chairman (b) Remuneration of Key Management Personnel Refer to the remuneration report contained in the directors‟ report for details of the remuneration paid or payable to each member of the Group‟s key management personnel for the year ended 30 June 2011. Details of the nature and amount of each element of the emolument of each Director and Executive of the Group for the financial year are as follows; Short term employee benefits Post employment benefits Share based payments Total remuneration 145,371 169,940 4,907 41,384 13,044 - 191,662 182,984 Lindian Resources Limited 38 2011 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2011 (c) Shareholdings of Key Management Personnel Share holdings The number of shares in the company held during the financial year held by each key management personnel of Lindian Resources Limited, including their personally related parties, is set out below. There were no shares granted during the reporting period as compensation. 2011 Balance at the Granted during the On exercise of Other changes Balance at the end start of the year year as share options during the year of the year compensation Director Mr. Matthew Wood * (i) Mr. Steve Leithead * (ii) Mr. Scott Funston * (iii) Mr. Angus Caithness * (iv) Mr. Brian McMaster * Mr. Paul Jurman # Mr. Anthony Cunningham ^ Mr. Andrew Philips ^ - - - - - - 450,000 783,000 Mr. Reginald Gillard ^ 2,164,708 - - - - - - - - - - - - - - - - - - 7,400,000 9,000,000 3,207,500 7,400,000 9,000,000 3,207,500 625,000 625,000 - - (450,000) (783,000) (2,164,708) - - - - - * Mr. Wood, Mr. Leithead and Mr. Funston were appointed on 5 May 2011, Mr. Caithness was appointed on 31 January 2011 and Mr McMaster was appointed on 20 June 2011. ^ Mr. Cunningham resigned on 5 May 2011, Mr. Philips resigned on 31 January 2011 and Mr. Gillard resigned on 20 August 2010. # Mr. Jurman was appointed as a Director on 20 August 2010, previous to this he was an executive in his capacity as Company Secretary. Mr. Jurman resigned as a Director on 5 May 2011. i. Mr. Wood acquired 6,400,000 shares as a shareholder of Bundok Resources Pty Ltd („Bundok‟) in consideration for the acquisition of Bundok during the financial year. Mr. Wood acquired a further 1,000,000 shares due to his participation in the Placement. ii. Mr. Leithead acquired 8,000,000 shares as a shareholder of Bundok in consideration for the acquisition of Bundok during the financial year. Mr. Leithead acquired a further 1,000,000 shares due to his participation in the Placement. iii. Mr. Funston acquired 3,020,000 shares as a shareholder of Bundok in consideration for the acquisition of Bundok during the financial year. Mr. Funston acquired a further 187,500 shares due to his participation in the Placement. iv. Mr. Caithness acquired 625,000 shares due to his participation in the Placement. 2010 Balance at the Granted during the On exercise of Other changes Balance at the end start of the year year as share options during the year (*) of the year compensation Director Mr. Reginald Gillard Mr. Greg Smith Mr. Patrick Flint Mr. Anthony Cunningham Mr. Andrew Philips 810,541 733,952 517,541 100,000 - - - - - - - - - - - 1,354,167 (733,952) (517,541) 350,000 783,000 Executive Mr. Paul Jurman - * Mr Smith and Mr Flint resigned on 19 February 2010 and Mr Philips was appointed on 19 February 2010 - - - 2,164,708 - - 450,000 783,000 - Lindian Resources Limited 39 2011 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2011 All equity transactions with key management personnel other than arising from the exercise of remuneration options have been entered into under terms and conditions no more favourable than those the Group would have adopted if dealing at arm‟s length. (d) Option holdings of Key Management Personnel The numbers of options over ordinary shares in the company held during the financial year by each key management personnel of Lindian Resources Limited and specified executive of the group, including their personally related parties, are set out below: 2011 Balance at the Granted during Exercised Other changes Balance at the Exercisable Non- start of the year the year as during the during the year end of the year exercisable compensation year Vested options Director Mr. Matthew Wood * (i) Mr. Steve Leithead * (ii) Mr. Scott Funston * (iii) Mr. Angus Caithness * (iv) Mr. Brian McMaster * - - - - - Mr. Paul Jurman # 450,001 Mr. Anthony Cunningham ^ Mr. Andrew Philips ^ 278,250 185,000 Mr. Reginald Gillard ^ 1,041,014 - - - - 500,000 - - - - - - - - - - - - - 10,400,000 10,400,000 10,400,000 9,000,000 9,000,000 9,000,000 3,207,500 3,207,500 3,207,500 625,000 625,000 625,000 - 500,000 500,000 (450,001) (278,250) (185,000) (1,041,014) - - - - - - - - - - - - - - - - - * Mr. Wood, Mr. Leithead and Mr. Funston were appointed on 5 May 2011, Mr. Caithness was appointed on 31 January 2011 and Mr McMaster was appointed on 20 June 2011. ^ Mr. Cunningham resigned on 5 May 2011, Mr. Philips resigned on 31 January 2011 and Mr. Gillard resigned on 20 August 2010. # Mr. Jurman was appointed as a Director on 20 August 2010, previous to this he was an executive in his capacity as Company Secretary. Mr. Jurman resigned as a Director on 5 May 2011. i. Mr. Wood acquired 6,400,000 listed options as a shareholder of Bundok in consideration for the acquisition of Bundok during the financial year and 3,000,000 listed options in his capacity as a Director of Garrison Capital Pty Ltd as an introduction fee for the Bundok transaction. Mr. Wood acquired a further 1,000,000 listed options due to his participation in the Placement whereby one free attaching option was issued for every share subscribed. ii. Mr. Leithed acquired 8,000,000 listed options as a shareholder of Bundok in consideration for the acquisition of Bundok during the financial year. Mr. Leithead acquired a further 1,000,000 listed options due to his participation in the Placement whereby one free attaching option was issued for every share subscribed. iii. Mr. Funston acquired 3,020,000 listed options as a shareholder of Bundok in consideration for the acquisition of Bundok during the financial year. Mr. Funston acquired a further 187,500 listed options due to his participation in the Placement whereby one free attaching option was issued for every share subscribed. iv. Mr. Caithness acquired 625,000 listed options due to his participation in the Placement whereby one free attaching option was issued for every share subscribed. Lindian Resources Limited 40 2011 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2011 2010 Balance at Granted during Exercised Other changes Balance at Exercisable Non- the start of the year as during the during the year the end of the exercisable the year compensation year year Vested options Director Mr. Reginald Gillard (i) Mr. Greg Smith * (ii) Mr. Patrick Flint * (iii) Mr. Anthony Cunningham (iv) Mr. Andrew Philips * Executive Mr. Paul Jurman 1,676,103 1,366,976 1,493,603 100,000 - 350,000 - - - - - - - - - - - - (635,089) 1,041,014 1,041,014 (367,333) (550,255) - - - - 178,250 278,250 278,250 185,000 185,000 185,000 100,001 450,001 450,001 - - - - - - * Mr Smith and Mr Flint resigned on 19 February 2010 and Mr Philips was appointed on 19 February 2010 i. Mr Gillard received 270,181 options due to his participation in the non-renounceable entitlements issue of one option for every three shares held. He received a further 500,000 options for sub-underwriting the shortfall arising from the non-renounceable entitlements issue. 1,405,270 options expired during the financial year. ii. Mr Smith received 244,652 options due to his participation in the non-renounceable entitlements issue of one option for every three shares held. He received a further 754,991 options for sub-underwriting the shortfall arising from the non-renounceable entitlements issue. 1,366,976 options expired during the financial year. iii. Mr Flint received 172,515 options due to his participation in the non-renounceable entitlements issue of one option for every three shares held. He received a further 500,000 options for sub-underwriting the shortfall arising from the non-renounceable entitlements issue. 1,222,770 options expired during the financial year. iv. Mr Cunningham received 33,334 options due to his participation in the non-renounceable entitlements issue of one option for every three shares held. He received a further 244,916 options for sub-underwriting the shortfall arising from the non-renounceable entitlements issue. 100,000 options expired during the financial year. There were no alterations to the terms and conditions of options granted as remuneration since their grant date. There were no forfeitures during the years ended 30 June 2011 and 30 June 2010. Options granted as part of remuneration have been valued using the Black-Scholes option pricing model, which takes account of factors such as the option exercise price, the current level and volatility of the underlying share price and the time to maturity of the option. Options granted under the plan carry no dividend or voting rights. Other transactions with Key Management Personnel Garrison Capital Pty Ltd, a company of which Mr. Wood is a director, provided the Group with a fully serviced office including administration and information technology support totalling $20,000 (2010: $Nil) and reimbursement of payments for courier, accounting and other minor expenses, at cost $14,542 (2010: $Nil). $26,473 (2010: $Nil) was outstanding at year end. Mineral Quest Pty Ltd, a company of which Mr. Wood is a director, charged the Group consulting fees of $20,000 (2010: $Nil) and reimbursement of payments for secretarial expenses, at cost for $900 (2010: $Nil) during the year. This amount is included in Note 17(b) “Remuneration of key management personnel”. $10,450 (2010: $Nil) was outstanding at year end. Lindian Resources Limited 41 2011 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2011 Resourceful International Consulting Pty Ltd, a company of which Mr. Funston is a Director, charged the Group consulting fees of $20,000 (2010: $Nil). This amount is included in Note 17(b) “Remuneration of key management personnel”. $10,000 (2010: $Nil) was outstanding at year end. Banquo Consulting Pty Ltd, a company of which Mr. Caithness is a Director, charged the Group consulting fees of $10,000 (2010: $Nil). This amount is included in Note 17(b) “Remuneration of key management personnel”. $2,500 (2010: $Nil) was outstanding at year end. Vega Funds Pty Ltd, a company of which Mr. McMaster is a Director, charged the Group consulting fees of $850 (2010: $Nil). This amount is included in Note 17(b) “Remuneration of key management personnel”. $850 (2010: $Nil) was outstanding at year end. Corporate Consultants Pty Ltd (“CCPL”), a company of which Mr. Gillard and Mr. Flint are Directors, provided accounting, administrative and company secretarial services on commercial terms. Total amounts paid to CCPL were $62,968 (2010: $57,575) during the reporting period. $11,184 (2010: $2,961) was outstanding at year end. During the 2010 financial year, Ledgar Road Partnership, a Company of which Mr. Gillard has a beneficial interest, charged rent at commercial rates, totalling $2,934 for the year. No transactions have occurred between the Group and Ledgar Road Partnership in the 2011 financial year. These transactions have been entered into on normal commercial terms. 18. Events Subsequent to Balance Date There have been no known events that have arisen since the balance date that has affected or may significantly affect the operation of Group. 19. Related Party Disclosures For Director related party transactions please refer to Note 17 “Key Management Personnel Disclosures”. The ultimate parent entity is Lindian Resources Limited. Refer to note 8 for list of all subsidiaries within the group. There were no other related party transactions during the year. 20. Loss per Share Loss used in calculating basic and dilutive EPS 1,259,828 918,692 Consolidated 2011 $ 2010 $ Weighted average number of ordinary shares used in calculating basic earnings / (loss) per share (*): Effect of dilution: Share options Adjusted weighted average number of ordinary shares used Number of Shares 60,845,943 41,799,004 - - in calculating diluted loss per share: 60,845,943 41,799,004 There is no impact from 138,530,161 options outstanding at 30 June 2011 (2010: 15,119,307 options) on the earnings per share calculation because they are anti-dilutive. These options could potentially dilute basic EPS in the future. There have Lindian Resources Limited 42 2011 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2011 been no transactions involving ordinary shares or potential ordinary shares that would significantly change the number of ordinary shares or potential ordinary shares outstanding between the reporting date and the date of completion of these financial statements. 21. Financial Risk Management The group‟s principal financial instruments comprise mainly of deposits with banks. The totals for each category of financial instruments, measured in accordance with AASB 139 as detailed in the accounting policies to these financial statements, are as follows: Financial Assets Cash and cash equivalents Trade and other receivables Financial Liabilities Trade and other payables Financial Risk Management Policies Consolidated 2011 $ 2010 $ 6,172,982 46,752 2,215,636 - 221,571 33,600 The board‟s overall risk management strategy seeks to assist the consolidated group in meeting its financial targets, while minimising potential adverse effects on financial performance. Its functions include the review of future cash flow requirements. Specific Financial Risk Exposure and Management The main risks arising from the Company‟s financial instruments are interest rate risk, credit risk and liquidity risk. (a) Liquidity Risk Liquidity risk is the risk that the Group will encounter difficulty in meeting obligations associated with financial liabilities. The Group manages liquidity risk by maintaining sufficient cash facilities to meet the operating requirements of the business and investing excess funds in highly liquid short term investments. The responsibility for liquidity risk management rests with the Board of Directors. Alternatives for sourcing our future capital needs include our cash position and the issue of equity instruments. These alternatives are evaluated to determine the optimal mix of capital resources for our capital needs. We expect that, absent a material adverse change in a combination of our sources of liquidity, present levels of liquidity along with future capital raising will be adequate to meet our expected capital needs. Maturity analysis for financial liabilities Financial liabilities of the Group comprise trade and other payables. As at 30 June 2011 and 30 June 2010 all financial liabilities are contractually matured within 60 days. (b) Interest Rate Risk Interest rate risk arises from the possibility that changes in interest rates will affect future cash flows or the fair value of financial instruments. The Group‟s exposure to market risk for changes to interest rate risk relates primarily to its earnings on cash and term deposits. The Group manages the risk by investing in short term deposits. Lindian Resources Limited 43 2011 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2011 Cash and cash equivalents Interest rate sensitivity Consolidated 2011 $ 2010 $ 6,172,982 2,215,636 The following table demonstrates the sensitivity of the Group‟s statement of comprehensive income to a reasonably possible change in interest rates, with all other variables constant. Consolidated Judgements of reasonably possible movements Effect on Post Tax Earnings Effect on Equity Increase 100 basis points Decrease 100 basis points Increase/(Decrease) including accumulated losses Increase/(Decrease) 2011 $ 61,730 (61,730) 2010 $ 2011 $ 2010 $ 22,156 61,730 22,156 (22,156) (61,730) (22,156) A sensitivity of 100 basis points has been used as this is considered reasonable given the current level of both short term and long term Australian Dollar interest rates. The change in basis points is derived from a review of historical movements and management‟s judgement of future trends. The analysis was performed on the same basis in 2010. (c) Credit Risk Exposures Credit risk represents the risk that the counterparty to the financial instrument will fail to discharge an obligation and cause the Group to incur a financial loss. The Group‟s maximum credit exposure is the carrying amounts on the statement of financial position. The Group holds financial instruments with credit worthy third parties. At 30 June 2011, the Group held cash at bank. These were held with financial institution with a rating from Standard & Poors of AA or above (long term). The Group has no past due or impaired debtors as at 30 June 2011. 22. Contingent Liabilities On 19 April 2011, the Company announced that a supreme court action had commenced against Bundok Resources Pty Ltd (Bundok), a wholly owned subsidiary of Lindian, and another party on 7 April 2011 claiming that Bundok, in breach of an alleged contract, failed to issue 4,000,000 Bundok shares to the plaintiff. The plaintiff seeks damages being the loss of the value of 4,000,000 Bundok shares, interest and costs. On 13 September 2011, mediation occurred between the parties, however no resolution was achieved. Bundok has disclaimed liability and intends to continue to defend the action. 23. Share Based Payments (a) Recognised share based payment transactions Share based payment transactions recognised either as operation expenses in the statement of comprehensive income or as capital raising expenses in the equity during the year were as follows: Lindian Resources Limited 44 2011 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2011 Operating expenses Employee share based payment Capital raising expenses Share based payments to supplier Exploration Expenditure Share based payments to supplier Consolidated 2011 $ 2010 $ 41,384 - 300,000 131,093 300,000 - (b) Employee share based payment plan The Group has established an employee share option plan (ESOP). The objective of the ESOP is to assist in the recruitment, reward, retention and motivation of employees of Lindian Resources Limited. Under the ESOP, the Directors may invite individuals acting in a manner similar to employees to participate in the ESOP and receive options. An individual may receive the options or nominate a relative or associate to receive the options. The plan is open to executive officers, nominated consultants and employees of Lindian Resources Limited. The fair value at grant date of options granted during the reporting period was determined using the Black Scholes option pricing model, that takes into account the exercise price, the term of the option, the impact of dilution, the share price at grant date and expected price volatility of the underlying share and the risk free interest rate for the term of the option. The table below summaries options granted under ESOP: Grant Date Expiry date Exercise price Balance at start of the year Number Granted during the year Number Exercised during the year Number Expired during the year Number Balance at end of the year Number Exercisable at end of the year Number 14 June 2011 14 June 2016 $0.15 Weighted remaining contractual life (years) Weighted average exercise price - - - - 500,000 500,000 5 $0.15 - - - - - - - - 500,000 500,000 500,000 500,000 4.9 4.9 $0.15 $0.15 The weighted average fair value of options granted during the year was $0.082 (2010: Nil). The model inputs, not included in the table above, for options granted during the year ended 30 June 2011 included: (a) (b) (c) (d) (e) (f) options are granted for no consideration and vest immediately; Expected life of options is five years; share price at grant date was $0.096; expected volatility of 137%; expected dividend yield of Nil; and a risk free interest rate of 4.9%. No options were granted under the ESOP for the year ended 30 June 2010. Lindian Resources Limited 45 2011 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2011 (c) Share-based payment to suppliers: (i) Capital raising expenses During the financial year - 12,000,000 (2010:500,000) listed options, exercisable at $0.15 and expiring on 31 December 2011 were issued to CPS Securities Pty Ltd as consideration for their services as underwriters of the Placement. The fair value of the options of $300,000 (2010:$131,093) was determined by reference to the market value on the Australian Securities Exchange at the grant date. (ii) Exploration expenditure During the financial year - 50,000,000 (2010:Nil) listed shares were issued to the Vendors of Bundok Resources Pty Ltd. The fair value of the shares of $4,000,000 was determined by reference to the market value on the Australian Securities Exchange at the acquisition date. During the financial year - 50,000,000 (2010:Nil) listed options, exercisable at $0.15 and expiring on 31 December 2011 were issued to the Vendors of Bundok Resources Pty Ltd. The fair value of the options of $1,250,000 was determined by reference to the market value on the Australian Securities Exchange at the acquisition date. During the financial year - 12,000,000 (2010:Nil) listed options, exercisable at $0.15 and expiring on 31 December 2011 were issued to Garrison Capital Pty Ltd as an introduction fee for the acquisition of Bundok Resources Pty Ltd. The fair value of the options of $300,000 was determined by reference to the market value on the Australian Securities Exchange at the acquisition date. 24. Dividends No dividend was paid or declared by the Group in the period since the end of the financial year and up to the date of this report. The Directors do not recommend that any amount be paid by way of dividend for the financial year ended 30 June 2011. The balance of the franking account is Nil as at 30 June 2011 (2010: Nil). 25. Acquisition of Assets Acquisition – Bundok Resources Pty Ltd and its subsidiaries During the financial year, the company acquired 100% of the voting shares of Bundok Resources Pty Ltd. The total cost of the acquisition was $5,550,000 and comprised an issue of equity instruments. The Group issued securities as described in Note 6 (b)(i) with an issue price based on the quoted price of shares and options at the date of exchange. The fair values of the identifiable assets and liabilities of Bundok Resources Pty Ltd and its subsidiaries as at the date of acquisition are: Cash and cash equivalents Trade and other receivables Tenement interests, exploration and evaluation expenditure Trade and other payables Fair value of identifiable net assets Cost of the acquisition: Securities issued, at fair value Total cost of the acquisition Recognised on acquisition $ 38,205 22,225 5,634,614 (145,044) 5,550,000 5,550,000 5,550,000 Lindian Resources Limited 46 2011 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2011 26. Parent Entity Information The following details information related to the parent entity, Lindian Resources Limited, at 30 June 2011. The information presented here has been prepared using consistent accounting policies as presented in Note 2. Current assets Non current assets Total Assets Current liabilities Non current liabilities Total Liabilities Net Assets Issued capital Share based payment reserve Option reserves Accumulated losses Total Equity Loss for the year Other comprehensive income for the year Parent 2011 $ 2010 $ 5,873,607 6,136,415 2,221,625 812,269 12,010,022 3,033,894 149,141 - 33,600 - 149,141 33,600 11,860,881 3,000,294 21,873,379 13,637,134 1,776,584 1,376,093 1,135,200 126,093 (13,165,175) (11,898,133) 11,860,881 3,000,294 (1,267,042) (943,313) - - Total comprehensive loss for the year (1,267,042) (943,313) b) Guarantees Lindian Resources Limited has not entered into any guarantees in relation to the debts of its subsidiary. c) Other Commitments and Contingencies Lindian Resources Limited entered into a service agreement during the financial year for certain administrative services and office space for a term of two years. The Company is required to give three months written notice to terminate the agreement. Total commitments at 30 June 2011 under the contract are $220,000 (2010: Nil). There are no commitments to acquire property, plant and equipment, and has no contingent liabilities. Lindian Resources Limited 47 2011 Report to Shareholders Directors’ Declaration The directors of the company declare that: 1. the financial statements and notes, are in accordance with the Corporations Act 2001 and: a. comply with Australian Accounting Standards, which, as stated in accounting policy Note 2(b) to the financial statements, constitutes explicit and unreserved compliance with International Financial Reporting Standards (IFRS); and b. give a true and fair view of the Group‟s financial position as at 30 June 2011 and of its performance for the year ended on that; 2. the Managing Director and Company Secretary have each declared that: a. the financial records of the company for the financial year have been properly maintained in accordance with section 286 of the Corporations Act 2001; b. c. the financial statements and notes for the financial year comply with the Australian Accounting Standards; and the financial statements and notes for the financial year give a true and fair view; 3. 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. This declaration is made in accordance with a resolution of the Board of Directors. Steven Leithead Director 19 September 2011 Lindian Resources Limited 48 2011 Report to Shareholders RSM Bird Cameron Partners 8 St Georges Terrace Perth WA 6000 GPO Box R1253 Perth WA 6844 T +61 8 9261 9100 F +61 8 9261 9111 www.rsmi.com.au AUDITOR’S INDEPENDENCE DECLARATION As lead auditor for the audit of the financial report of Lindian Resources Limited for the year ended 30 June 2011, I declare that, to the best of my knowledge and belief, there have been no contraventions of: (i) (ii) the auditor independence requirements of the Corporations Act 2001 in relation to the audit; and any applicable code of professional conduct in relation to the audit. RSM BIRD CAMERON PARTNERS Chartered Accountants Perth, WA Dated: 19 September 2011 TUTU PHONG Partner Liability limited by a scheme approved under Professional Standards Legislation Major Offices in: Perth, Sydney, Melbourne, Adelaide and Canberra ABN 36 965 185 036 RSM Bird Cameron Partners is an independent member firm of RSM International, an affiliation of independent accounting and consulting firms. RSM International is the name given to a network of independent accounting and consulting firms each of which practices in its own right. RSM International does not exist in any jurisdiction as a separate legal entity. RSM Bird Cameron Partners 8 St George’s Terrace Perth WA 6000 GPO Box R1253 Perth WA 6844 T +61 8 9261 9100 F +61 8 9261 9101 www.rsmi.com.au INDEPENDENT AUDITOR’S REPORT TO THE MEMBERS OF LINDIAN RESOURCES LIMITED Report on the Financial Report We have audited the accompanying financial report of Lindian Resources Limited, which comprises the consolidated statement of financial position as at 30 June 2011, and the consolidated statement of comprehensive income, consolidated statement of changes in equity and consolidated statement of cash flows for the year then ended, notes comprising a summary of significant accounting policies and other explanatory information, and the directors' declaration of the consolidated entity comprising the company and the entities it controlled at the year’s end or from time to time during the financial year. Directors’ Responsibility for the Financial Report The directors of the company are responsible for the preparation of the financial report that gives a true and fair view in accordance with Australian Accounting Standards and the Corporations Act 2001 and for such internal control as the directors determine is necessary to enable the preparation of the financial report that is free from material misstatement, whether due to fraud or error. In Note 2(b), the directors also state, in accordance with Accounting Standard AASB 101 Presentation of Financial Statements, that the financial statements comply with International Financial Reporting Standards. Auditor’s Responsibility Our responsibility is to express an opinion on the financial report based on our audit. We conducted our audit in accordance with Australian Auditing Standards. These Auditing Standards require that we comply with relevant ethical requirements relating to audit engagements and plan and perform the audit to obtain reasonable assurance about whether the financial report is free from material misstatement. An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial report. The procedures selected depend on the auditor's judgement, including the assessment of the risks of material misstatement of the financial report, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the entity's preparation and fair presentation of the financial report in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the entity's internal control. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of accounting estimates made by the directors, as well as evaluating the overall presentation of the financial report. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions. Liability limited by a scheme approved under Professional Standards Legislation Major Offices in: Perth, Sydney, Melbourne, Adelaide and Canberra ABN 36 965 185 036 RSM Bird Cameron Partners is an independent member firm of RSM International, an affiliation of independent accounting and consulting firms. RSM International is the name given to a network of independent accounting and consulting firms each of which practices in its own right. RSM International does not exist in any jurisdiction as a separate legal entity. Independence In conducting our audit, we have complied with the independence requirements of the Corporations Act 2001. We confirm that the independence declaration required by the Corporations Act 2001, which has been given to the directors of Lindian Resources Limited, would be in the same terms if given to the directors as at the time of this auditor's report. Opinion In our opinion: (a) the financial report of Lindian Resources Limited is in accordance with the Corporations Act 2001, including: (i) giving a true and fair view of the consolidated entity’s financial position as at 30 June 2011 and of its performance for the year ended on that date; and (ii) complying with Australian Accounting Standards and the Corporations Regulations 2001; and (b) the financial report also complies with International Financial Reporting Standards as disclosed in Note 2(b). Report on the Remuneration Report We have audited the Remuneration Report contained within the directors’ report for the year ended 30 June 2011. The directors of the company are responsible for the preparation and presentation of the Remuneration Report in accordance with section 300A of the Corporations Act 2001. Our responsibility is to express an opinion on the Remuneration Report, based on our audit conducted in accordance with Australian Auditing Standards. Opinion In our opinion the Remuneration Report of Lindian Resources Limited for the year ended 30 June 2011 complies with section 300A of the Corporations Act 2001. RSM BIRD CAMERON PARTNERS Chartered Accountants Perth, WA Dated: 19 September 2011 TUTU PHONG Partner ASX Additional Information Additional information required by the Australian Stock Exchange Ltd and not shown elsewhere in this report is as follows. The information is current at 6 September 2011. Substantial Share Holders The names of shareholders who have notified the Company in accordance with Section 671B of the Corporations Act 2001 are: Shareholder Name Steven Leithead No. of Ordinary Shares Percentage % 9,000,000 5.96 Distribution of Share Holders Ordinary Shares Number of Holders Number of Shares 1 - 1,000 1,001 - 5,000 5,001 - 10,000 10,001 - 100,000 100,001 - and over TOTAL 455 459 125 301 196 1,536 227,735 1,084,045 939,176 12,368,982 136,239,975 150,859,913 There were 832 holders of ordinary shares holding less than a marketable parcel. Top Twenty Share Holders Name Nefco Nominees Pty Ltd JP Morgan Nominees Australia Limited Mr Steven Leithead Mitchell Grass Holdings Pty Ltd Mr Jason Peterson & Mrs Lisa Peterson Mr Paul Gabriel Sharbanee Mikado Corporation Pty Ltd Ms Victoria Funston & Mr Francis Scott Funston < Funston Investment a/c> Mr Timothy James Flavel Corporate & Resource Consultants Pty Ltd Amalgamation Sale and Takeover Consultants Pty Ltd Mr Michael Robert Franco & Mr Robert Mario Franco & Miss Laura Michelle Franco HSBC Custody Nominees Limited Eagle River Holdings Pty Ltd Brijohn Nominees Pty Ltd Celtic Capital Pty Ltd Stevsand Investments Pty Ltd Eurogold Limited Shah Nominees Pty Ltd Number of Ordinary Shares held 12,125,173 9,472,134 9,000,000 7,400,000 4,400,000 4,000,000 3,494,242 3,020,000 2,900,000 2,656,250 2,643,062 2,250,000 2,190,882 2,174,500 2,000,000 1,550,000 1,520,000 1,500,000 1,335,405 % 8.04 6.28 5.96 4.91 2.92 2.65 2.32 2.00 1.92 1.76 1.75 1.49 1.45 1.44 1.33 1.03 1.01 0.99 0.89 Albatross Pass Pty Ltd Total ordinary shares 1,250,000 76,881,648 0.83 50.97 52 ASX Additional Information Voting Rights All ordinary shares carry one vote per share without restriction. Top Twenty Option Holders Expiry 31 December 2011 Name Nefco Nominees Pty Ltd Mitchell Grass Holdings Pty Ltd Mr Steven Leithead Celtic Capital Pty Ltd Mr Paul Gabriel Sharbanee Mr Jason Peterson & Mrs Lisa Peterson Mr Gary Raymond Powell JP Morgan Nominees Australia Limited Mikado Corporation Pty Ltd Ms Victoria Funston & Mr Francis Scott Funston < Funston Investment a/c> Mr Timothy James Flavel Mr Timothy James Flavel Albatross Pass Pty Ltd Brijohn Nominees Pty Ltd Cunningham Peterson Sharbanee Securities Pty Ltd Corporate & Resource Consultants Pty Ltd ABN Amro Clearing Sydney Nominees Pty Ltd Mr Michael Robert Franco & Mr Robert Mario Franco & Miss Laura Michelle Franco Surfboard Pty Ltd Amalgamation Sale and Takeover Consultants Pty Ltd Total options Number of Options held 10,950,058 10,400,000 9,000,000 7,550,000 6,400,000 4,400,000 4,000,000 3,695,453 3,204,249 3,020,000 3,000,000 2,900,000 2,314,125 2,000,000 1,701,667 1,519,098 1,396,875 1,250,000 1,250,000 1,014,354 80,965,879 % 8.02 7.61 6.59 5.53 4.69 3.22 2.93 2.71 2.35 2.21 2.20 2.12 1.69 1.46 1.25 1.11 1.02 0.92 0.92 0.74 59.29 53 Tenement Table Project Tenure Title Tenure Status of Lindian Interest Owner Reference Tenure Masapelid SMMC Del Gallego BMRC Salacot Mt Balintigon SMMC SMMC MPSA 004-91-XI EP V 2001-001 EXPA V-0025 EXPA V-0026 EXPA V-0028 EXPA III-06-97 EP III-03-98 Buena Aurora SMMC EXPA V-019 Granted Granted Application Application Application Application Application Application SMMC MRD 302,MRD 303 Granted note 1 100% note 2 note 2 note 2 note 2 note 2 note 2 note 2 Exciban Abra Dinguiraye Iron and PGE/base metal project in Guinea, Africa MRI Lindian Resources Guinea EXPA 90-CAR 2009/017/DIGM/CPDM Exploration License Application Granted note 2 92% - note 3 2009/138/DIGM/CPDM Exploration License Granted 92% - note 3 - Tenure Expiry 2016 note 4 N/a N/a N/a N/a N/a N/a 2011 N/a - „BMRC‟ = Bundok Mineral Resources Corporation „SMMC‟ = San Manuel Mining Corporation „MRI‟ = Merrit Resources Incorporated Note 1: BMRC has full rights to explore, develop and mine under MPSA. BMRC has a further right to convert MPSA to a FTAA realising a 100% interest under the FTAA. Note 2: BMRC has entered into an option to purchase agreement and will acquire 100% of the project upon exercise of the option. Note 3: The government of Guinea are entitled to equity in mining companies owning projects of 15%. Lindian‟s quoted equity is before allowance for that national interest, which occurs when a new project company is established prior to commencement of mining. Note 4: Application for two year extension to the exploration period is pending. 54

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