Linde
Annual Report 2012

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ABN 53 090 772 222 Annual Report 30 June 2012 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 16 20 21 22 23 24 52 53 54 56 58 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, LINOC Lindian Resources Limited 1 2012 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 2012 (“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 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 Laguna Resources NL (appointed 6 August 2009, resigned 8 December 2010) and Signature Metals Limited (appointed 19 February 2007, resigned 13 February 2012). Mr Wood is currently a director of Copper Range Limited (appointed 29 May 2009), Voyager Resources Limited (appointed 12 June 2009), Hunnu Coal Limited (appointed 19 August 2009), Haranga Resources Limited (appointed 2 February 2010), Avanco Resources Limited (appointed 4 July 2007) and Strzelecki Metals Limited (appointed 24 April 2012). He has not held any other listed Directorships over the past three years. Mr Steven Leithead 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. He has no other current or former listed directorships in the past three years. Mr Scott Funston 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 or has previously assisted a number of resources companies operating throughout Australia, South America, Asia, 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. Lindian Resources Limited 2 2012 Report to Shareholders Directors’ Report Mr Brian McMaster 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 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 Copper Range Limited (appointed 2 December 2011), Strzelecki Metals Limited (appointed 24 April 2012) and Range River Gold Limited (appointed 17 April 2012). He has not held any other listed directorships in the past three years. Mr Angus Caithness Non-Executive Director Mr. Caithness is a Chartered Accountant and member of the Financial Services Institute of Australasia. Mr Caithness is currently the Chief Financial Officer of Erdenes Tavan Tolgoi, the owner of the largest coking coal deposit in the world and was previously the Chief Financial Officer of Hunnu Coal Limited and an Executive Director at Ernst & Young. He 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. COMPANY SECRETARY Mr. Funston is a Director and the Company Secretary of the company. 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 Listed Options over Ordinary Shares exercisable at 8 cents each Unlisted Options over Ordinary Shares exercisable at 15 cents each Unlisted Options over Ordinary Shares exercisable at 20 cents each M. Wood S. Leithead S. Funston A. Caithness B. McMaster 7,900,000 9,000,000 3,207,500 625,000 - 9,900,000 - 3,020,000 625,000 - - - - - 500,000 1,500,000 4,000,000 1,500,000 750,000 1,500,000 RESULTS OF OPERATIONS The Group’s net loss after taxation attributable to the members for the year to 30 June 2012 was $3,415,583 (2011: $1,259,828) and the net assets of the Group at 30 June 2012 was $14,086,410 (2011: $11,860,881). 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. Lindian Resources Limited 3 2012 Report to Shareholders Directors’ Report 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 SUMMARY The last 12 months has been a transforming period for Lindian Resources Limited, with the focus of the company now firmly on its Philippines project package and in particular, the flagship Masapelid Project. Exploration has progressed continuously on the Masapelid Project during the year and the company’s commitment to an intense drilling based exploration programme has borne fruit with exceptional results flowing from that work.  Completion of Phase 1 Diamond Drilling Programme on the Masapelid Project in June 2012.  Discovery of significant zones of porphyry copper-silver-gold, supergene copper-silver and high grade gold-silver mineralisation at the New Discovery Zone, South Hill and Sabang Hill targets located on the Sabang Prospect, Masapelid Project.  Discovery of the Layab copper porphyry at the north easternmost extent of the Layab gold-silver trend, Layab Prospect, Masapelid Project.  Confirmation of high grade gold-silver mineralisation along the Manuel Vein System at the Layab Prospect, Masapelid Project.  Identification of six new copper-gold and gold prospects at Lakandula Peak, Salay, Balibayon Peak, Pateno, Fabio and Sani Sani which are now ready for drill evaluation.  Commencement in June 2012 of the planned 40,000 metres Phase 2 RC Drilling Programme.  Successful community relations programme with support from the Masapelid Island community for the company and its activities on the project.  Completion of pro-rata, non-renounceable options issue in March 2012 raising $2,730,533. With the achievements reached during the year and the value being created for shareholders by the board, management and staff of Lindian, it is worthy to reflect below on the many successes the company has had over the last 12 months. MASAPELID PROJECT Exploration on the company’s flagship Masapelid Project during the year has proven to be very successful. The year has seen the company complete a comprehensive Phase 1 diamond drilling programme on the Masapelid Project with a focus on the Layab and Sabang Prospects. The Phase 1 programme has been of immense value as that work has identified a potentially World Class copper, silver and gold mineralised system at the Sabang Prospect on the southern portion of Masapelid and confirmed a strike extensive package of high grade gold-silver veins at the Layab Prospect in the central portion of Masapelid Island. Moreover, drilling has discovered a new zone of porphyry copper style mineralisation at the Layab Porphyry, located on the north easternmost extent of the Layab Prospect. Additional work on Masapelid has generated 6 newly identified prospects at Lakandula Peak, Salay, Balibayon Peak, Pateno, Fabio and Sani Sani which are now ready for drill evaluation. Year-end saw the conclusion of the Phase 1 diamond drilling programme and the immediate commencement of the company’s Phase 2 RC drilling programme. This Phase 2 programme will see the company perform 40,000 metres of comprehensive infill and extension RC drilling on the Sabang and Layab Prospects and first pass sectional drilling on the 6 newly identified prospects. The Phase 2 RC drilling programme on the Masapelid Project is designed to advance the Masapelid Project to JORC resource status. Lindian Resources Limited 4 2012 Report to Shareholders Directors’ Report SABANG PROSPECT SABANG HILL Sabang Hill, the site of Western Mining Corporation’s exploration attention during the period 1991 to 1995, was drilled by Lindian during the latter half of 2011. Drilling confirmed the presence of extensive porphyry copper-silver±gold mineralisation as well as supergene copper-silver mineralisation, particularly in drill holes BMS-001, BMS-002 and BMS- 004:  250.30 metres at 0.31% copper and 2.12g/t silver from 14.00 metres in hole BMS-002, including:  Supergene Copper-Silver±Gold Zone: 7.00 metres at 0.85% copper and 15.94g/t silver from 14.00 metres.  222.00 metres at 0.40% copper, 1.61g/t silver and 0.15g/t gold from 3.00 metres in hole BMS-004, including:  Supergene Copper-Silver±Gold Zone: 28.00 metres at 0.73% copper and 3.54g/t silver from 14.00 metres. Drill hole BMS-001 also intersected supergene copper-silver mineralisation with 15 metres from 11.30 metres containing 0.70% copper and 2.74g/t silver. Supergene copper-silver mineralisation was also confirmed in the development and sampling of exploration Adit 1 at Sabang Hill which produced average results from channel sampling of the adit of 1.22% copper, 1.32g/t silver and 0.13g/t gold. The supergene copper-silver zone at Sabang Hill will be subject of further exploration drilling during the course of 2012. NEW DISCOVERY ZONE The New Discovery Zone, located approximately 500 metres south of Sabang Hill, has proven to be a significant discovery for the company. Porphyry copper-silver-gold mineralisation has been intersected over broad widths in drilling to date on this target. In addition, extensive enriched supergene copper-silver mineralisation blankets the New Discovery Zone and has been intersected in most of the holes drilled in to date. Moreover, high grade gold-silver mineralisation has been intersected in diamond drilling and has been found to be hosted in extensive sheeted and stockwork silica veins which pervades the porphyry copper-silver-gold system. The New Discovery Zone has all the characteristics of a very large and potentially World Class porphyry system with various styles of copper, silver and gold mineralisation within the porphyry rock mass. The outstanding results obtained in diamond drilling of the New Discovery Zone in the 6 months to 30 June 2012 speak for themselves:  Drill hole BMS-007b: 385.10 metres from 20.00 metres at 0.79g/t gold, 6.54g/t silver and 0.32% copper, including:  Supergene Copper-Silver±Gold Zone: 76.00 metres from 20.00 metres at 0.25g/t gold, 17.55g/t silver and 0.78% copper.  Gold-Silver±Copper Zone: 2.00 metres from 103.00 metres at 35.48g/t gold, 34.40g/t silver and 0.14% copper. 14.00 metres from 122.00 metres at 1.24g/t gold, 12.94g/t silver and 0.41% copper. 11.00 metres from 164.00 metres at 0.59g/t gold, 6.26g/t silver and 0.10% copper. 9.00 metres from 194.00 metres at 0.68g/t gold, 14.30g/t silver and 0.18% copper. 1.00 metre from 216.00 metres at 4.78g/t gold, 27.80g/t silver and 1.62% copper. 7.00 metres from 226.00 metres at 1.73g/t gold, 9.81g/t silver and 1.06% copper. 2.00 metres from 247.00 metres at 1.20g/t gold, 3.10g/t silver and 0.11% copper. 1.00 metre from 259.00 metres at 1.14g/t gold, 3.60g/t silver and 0.24% copper. Lindian Resources Limited 5 2012 Report to Shareholders Directors’ Report 2.00 metres from 275.00 metres at 11.04g/t gold, 5.90g/t silver and 0.20% copper. 2.00 metres from 247.00 metres at 1.20g/t gold, 3.10g/t silver and 0.11% copper. 1.00 metre from 259.00 metres at 1.14g/t gold, 3.60g/t silver and 0.24% copper. 8.00 metres from 372.00 metres at 11.23g/t gold, 5.89g/t silver and 0.29% copper. 5.00 metres from 389.00 metres at 3.34g/t gold, 2.48g/t silver and 0.33% copper. 5.00 metres from 439.00 metres at 8.72g/t gold, 3.88g/t silver and 0.12% copper. 1.00 metre from 494.00 metres at 1.21g/t gold, 2.70g/t silver and 0.23% copper. 1.00 metre from 499.00 metres (end of hole) at 2.58g/t gold and 0.50g/t silver.  Drill hole BMS-008: 433.00 metres from 17.00 metres at 0.73g/t gold, 5.84g/t silver and 0.26% copper, including:  Supergene Copper-Silver±Gold Zone: 96.00 metres from 17.00 metres at 0.12g/t gold, 15.78g/t silver and 0.54% copper, which includes 44.00 metres from 17.00 metres at 0.13g/t gold, 25.51g/t silver and 0.92% copper.  Gold-Silver±Copper Zone: 59.00 metres from 276.00 metres at 3.49g/t gold, 2.32g/t silver and 0.12% copper.  Drill hole BMS-009: 71.00 metres from 17.00 metres at 0.26g/t gold, 30.12g/t silver and 1.12% copper, including:  Supergene Copper-Silver±Gold Zone: 45.00 metres from 31.00 metres at 0.37g/t gold, 42.03g/t silver and 1.51% copper.  Drill hole BMS-010: 190.00 metres from 129.00 metres at 0.43 g/t gold, 2.27g/t silver and 0.16% copper, including:  Gold-Silver±Copper Zone: 56.00 metres from 263.00 metres at 1.01g/t gold, 2.06g/t silver and 0.16% copper.  Drill hole BMS-011: 237.00 metres from 162.00 metres at 0.78g/t gold, 2.79g/t silver and 0.15% copper, including a significant zone of gold and silver mineralisation comprising 181.00 metres from 162.00 metres at 0.98g/t gold, 3.42g/t silver and 0.18% copper.  Drill hole BMS-012:  Supergene Copper-Silver±Gold Zone: Upper supergene copper-silver zone containing 29.00 metres from 8.00 metres at 0.64% copper and 8.58g/t silver; and Lower copper silver zone containing 10.00 metres from 65.00 metres at 0.42% copper and 20.57g/t silver.  Gold-Silver±Copper Zone: 3.00 metres from 318.00 metres at 6.01g/t gold, 8.17g/t silver and 0.27% copper.  Drill hole BMS-013:  Supergene Copper-Silver±Gold Zone: 32.00 metres from 3.00 metres at 0.50% copper and 6.66g/t silver. By any measure, since discovery in January 2012, the New Discovery Zone has continued to produce outstanding results and its full potential and value is yet to be realised. Lindian Resources Limited 6 2012 Report to Shareholders Directors’ Report SOUTH HILL South Hill, positioned to the immediate southwest of the New Discovery Zone at the Sabang Prospect, has been the subject of recent exploration attention. The target covers supergene copper-silver and high grade gold-silver sheeted and stockwork silica veins projected to extend southwest from the New Discovery Zone. Initial diamond drilling has confirmed the presence of supergene copper-silver and high grade gold-silver mineralisation at this target zone. The supergene copper-silver mineralisation at South Hill is spectacular and typified by higher copper and silver grades than intersected elsewhere on the Sabang Prospect.  Drill hole BMS-018:  Supergene Copper-Silver Zone: 20.00 metres from 35.00 metres at 1.42% copper and 172.69g/t silver, including 5.00 metres from 35.00 metres at 2.69% copper and 182.30g/t silver.  Drill hole BMS-019:  Supergene Copper-Silver Zone: 11.00 metres from 35.00 metres and 0.24g/t gold, 136.88g/t silver, and 0.57% copper, including 4.00 metres from 42.00 metres at 0.57g/t gold, 331.68g/t silver and 0.97% copper.  Drill hole BMS-024:  Gold-Silver±Copper Zone: 8.00 metres from 127.00 metres at 10.82g/t gold, including 2.00 metres from 127.00 metres at 38.40g/t gold. In the short period of time since the commencement of exploration at South Hill in April 2012, that target zone is now showing potential to expand the currently known extent of the mineralised system in the greater New Discovery Zone-South Hill target area. LAYAB PROSPECT MANUEL VEIN SYSTEM (MVS) The MVS is one of three pre-World War 2 high grade gold-silver veins mined on the Masapelid Project. The company’s Phase 1 diamond drilling commenced on the MVS at the beginning of the year with a programme of drilling 100 metre spaced sections along the most easily accessible portion of that vein system. Results received indicate that high- grade gold-silver with variable copper-lead-zinc is contained in plunging quartz-base metal mineralised shoots hosted by altered andesite and andesitic breccias. Significant results obtained from Phase 1 diamond drilling along the MVS are shown below:  Drill hole BML-002: 3.00 metres at 16.47g/t gold, 33.9g/t silver from 86.4 metres including 1 metre at 42.54g/t gold; 25.60g/t silver from 86.40 metres.  Drill hole BML-004: 1.00 metre at 22.18g/t gold; 1,152.9g/t silver; 4.93% copper; 5.45% lead; 3.88% zinc from 117.6 metres, including 0.50 metre at 11.71g/t gold; 2,268.10g/t silver; 9.70% copper; 10.74% lead; 7.59% zinc from 117.60 metres.  Drill hole BML-026: 2.00 metres from 125.00 metres at 118.35g/t gold, 105.20g/t silver, 0.86% lead and 1.16g/t zinc including 1.00 metre from 126.00 metres at 235.70g/t gold, 156.10g/t silver with minor lead and zinc mineralisation. Lindian Resources Limited 7 2012 Report to Shareholders Directors’ Report  Drill hole BML-019: 2.00 metres from 42.00 metres at 39.31g/t gold and 27.05g/t silver, including 1.00 metre from 43.00 metres at 78.35g/t gold and 52.70g/t silver.  Drill hole BML-021: 3.00 metres from 181.00 metres at 4.38g/t gold and 28.00g/t silver including 1.00 metre from 182.00 metres at 12.17g/t gold and 76.80g/t silver. The results from Phase 1 drilling on the MVS are consistent with historically mined widths and grades on that vein system. Mines on the MVS were responsible for approximately 20% of the historic gold production from Masapelid. The economically important Layong Vein, which accounted for about 80% of Masapelid’s pre-World War 2 gold production, is yet to be drill tested. During the latter half of the year, Lindian performed a programme of detailed mapping, test pitting and sampling on a regular spaced grid across the Layab gold vein trend to determine the exact position of the Layong Vein in preparation for drill evaluation of that historically important and productive vein. That programme proved to be enormously successful with 7 new veins being identified across the Layab gold trend. The total number of gold-silver veins now identified in the mineralised Layab gold trend numbers 10 veins. Sampling of the Layong Vein proper, returned the following significant results:  283.42g/t gold and 455.30g/t silver.  46.48g/t gold and 165.60g/t silver. SHAFT NO.2 Shaft 2 is a triple compartment, timbered shaft sunk to a vertical depth of 100 feet (approximately 30 metres) on the Manuel Vein System at Layab. During the first quarter of the year, Lindian mucked out the silt and debris filled shaft and refurbished the shaft to allow access to Level 1 for the purpose of mapping and detailed sampling. Underground exploration identified a development and production heading on the northern margin of the MVS shear corridor. A leading shrink stope in the early stages of development was also inspected and sampled along with channel sampling along the walls of the production heading. Winze development on the north-eastern extent of the production drive indicated that work was ongoing to define the extent of the vein system when the shaft was abandoned at the outset of World War 2. Significant results from sampling in Shaft 2 included:  1.00 metre at 3.42g/t gold and 10.90g/t silver.  1.50 metres at 13.86g/t gold and 31.90g/t silver.  1.00 metre at 6.68g/t gold and 21.20g/t silver.  1.50 metres at 3.03g/t gold and 12.40g/t silver.  Stope ore grab sample grading 43.79g/t gold and 92.10g/t silver.  1.00 metre at 22.56g/t gold and 50.60g/t silver. Mapping and sampling in Shaft 2 defined a 1.00-1.50 metre mineralised sheared quartz-sulphide vein on the hanging wall of the MVS in Shaft No.2 containing consistent gold and silver mineralisation. Lindian Resources Limited 8 2012 Report to Shareholders Directors’ Report LAYAB PORPHYRY Lindian received results mid-year for the drilling of 2 holes on the newly discovered Layab Porphyry located on the north easternmost extent of the Layab gold trend. Results for diamond drill holes BML-027 and BML-028 confirmed the presence of an extensive zone of low grade porphyry style copper mineralisation with associated low levels of gold and silver at the Layab Porphyry. Whilst both holes intersected “porphyry style” mineralisation, neither hole was drilled to sufficient depth to intersect the source of the porphyry style mineralisation. Notwithstanding this, the results obtained are extremely encouraging as the style and extent of mineralisation in the relatively near surface environment is analogous to that recorded in shallow drilling of the Sabang Prospect on the southern portion of Masapelid Island. Significant results obtained include:  Drill hole BML-027: 174.00 metres from 2.00 metres at 0.22% copper and 0.50g/t silver.  Drill hole BML-028: 135.00 metres from 4.00 metres at 0.21% copper, 0.26g/t silver and 0.07g/t gold. Assay results together with alteration mineralogy noted in the logging of BML-027 and BML-028 suggests that the low grade tenor of copper and precious metals in the Layab Porphyry is possibly a result of intense acid leaching of copper (and other metals) in the near surface profile of the copper±silver±gold porphyry system. In these acid leached porphyry systems, copper and silver salts in particular are susceptible to remobilisation and precipitation deeper in the porphyry complex and/or laterally as near surface outflow zones. In this context, the results for the initial drilling are highly significant and demonstrate that the Layab Porphyry has potential for copper-silver-gold mineralisation at depth and/or peripheral to the initial discovery drill hole intersections. LUNAR-MAGBANUA PROSPECT Exploration to the north of Layab gold trend during the first quarter of the year identified widespread gold mineralisation i n vuggy silica outcrop and float material. Samples collected from outcropping, intensively altered and opaline silica flooded host rock at Lunar-Magbanua produced the following significant results:  3.21g/t gold.  6.87g/t gold.  2.68g/t gold.  4.78g/t gold.  3.75g/t gold.  7.45g/t gold.  8.41g/t gold.  1.99g/t gold. Sampling at Lunar-Magbanua has defined an arcuate zone of gold mineralisation extending over an area of approximately 400 metres x 50 metres. Lindian Resources Limited 9 2012 Report to Shareholders Directors’ Report KANG PIÑA PROSPECT The Kang Piña Prospect is situated on Kang Piña Island, located 200 metres off the east coast of Masapelid. Adits developed on Kang Piña during Spanish and American colonial periods remain accessible and were cleaned out during the year to provide access for geological mapping and sampling. Mapping and channel sampling of the southern adit at Kang Piña defined a gold mineralised gossan and altered sediments. Mapping and sampling also determined that a steeply dipping structure passing through the altered sediments and terminating in the capping gossan to be also mineralised. Assay results for horizontal channel sampling across the gently dipping gossan-sediment sequence ranged from 0.04-4.70 g/t gold and averaged 1.39g/t gold for 14 channel samples collected. Mineralisation at Kang Piña trends west to the Gumod Prospect (located on the east coast of Masapelid) and Mahaba Island located 300 metres to the east of Kang Piña Island. Mahaba Island lies within the Masapelid project and was subject of Western Mining Corporation’ geochemical sampling of the Masapelid Project in the period 1991-5. Gumod was the site a gold rush in the 1980’s. The full extent of mineralisation on the Kang Piña Prospect is yet to be determined. MAHABA PROSPECT The Mahaba Prospect is located on Mahaba Island, some 500 metres to the east of Masapelid Island. Mahaba Island forms part of the Masapelid Project. Aside from geochemical exploration by Western Mining Corporation during the period 1991-5, no modern exploration has been performed on the prospect. Abandoned historic mine shafts on the east coast of Mahaba suggest the presence of gold-silver mineralisation on the prospect. Routine geological mapping and rock chip sampling during September 2011 identified widespread clay-silica, silica-chlorite- quartz alteration and quartz-sulphide float material. Moreover, secondary copper mineralisation was identified during mapping and a sample of this material returned an assay of 0.68g/t gold and 0.33% copper. Further mapping and sampling is required on the Mahaba Prospect to determine the significance and extent of mineralisation recorded to date. PHASE 2 RC DRILLING PROGRAMME Lindian’s Phase 2 RC drilling programme commenced at year end with one RC rig on site and a second scheduled to arrive shortly thereafter. Initial holes in the Phase 2 RC drilling programme are targeting South Hill extensions to the New Discovery Zone. Drilling will move onto extending supergene copper-silver mineralisation previously identified at Sabang Hill and performing first pass exploration drilling on the 6 new prospects identified on the Masapelid Project. The second RC rig will be mobilised to Layab to perform a section drill out on the 10 gold-silver veins now know to exist on that prospect. COMMUNITY RELATIONS Since arriving on Masapelid Island shortly before this year, Lindian has continuously and actively engaged in a community relations program aligned to its exploration focus on the island. Lindian has active skills training and work related education Lindian Resources Limited 10 2012 Report to Shareholders Directors’ Report programs in place. In addition, the company has an active horticulture training program underway. Further, Lindian is a financial contributor to community programs, including for example the Sisson diocese, Roman Catholic Church building program. Towards year end, and as part of its ongoing and continuing commitment to the community of Masapelid Island, Lindian agreed in conjunction with the joint Barangays (local councils) of Masapelid, to the construction of a circumferential road around the island. Construction of the circumferential road will result in the first transport infrastructure being realised on the island and will link and provide year round road access for the island communities. Commencement of this community infrastructure program is subject to mayoral, governor and congressman endorsement for the province of Surigao Del Norte. This is a significant commitment to the people of Masapelid and has confirmed in the minds of the communities of the island that Lindian is a sound corporate citizen in the Philippines. GUINEA Dinguiraye Pt-Ni-Cu Project (LIN 92%) The Company is currently considering options for the Dinguiraye Project. CORPORATE During the year the Company raised $2.73m through the issue of 136,526,671 listed options at $0.02. The Company is in a strong financial position with $4.4m cash at year end. 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 March 2012, the Company completed the placement of 136,526,671 listed options at $0.02 to raise $2.73m. The options are exercisable at $0.08 and expire on 31 December 2014. 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. 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 152,371,754 unissued ordinary shares under options (152,371,754 at the reporting date). The details of the options at the date of this report are as follows: Number Exercise Price $ Expiry Date 131,871,754 500,000 20,000,000 152,371,754 0.08 0.15 0.20 31 December 2014 14 June 2016 28 February 2015 Lindian Resources Limited 11 2012 Report to Shareholders Directors’ Report 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, 136,526,671 listed options at an issue price of 2 cents with an exercise price of 8 cents, expiring on 31 December 2014 were issued and 20,000,000 unlisted options with an exercise price of 20 cents, expiring on 28 February 2015 were issued. 3,490 options with an exercise price of 15 cents, expiring on 31 December 2011 were exercised during the financial year. 4,654,917 options with an exercise price of 8 cents, expiring on 31 December 2014 were exercised during the financial year. The following options have lapsed during or since the end of the financial year: - - - 1,000,000 options exercisable at 20 cents lapsed on 1 July 2011. 500,000 options exercisable at 30 cents lapsed on 31 December 2011. 136,526,671 options exercisable at 15 cents lapsed on 31 December 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. 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 2 2 2 2 2 2 2 2 2 2 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. Lindian Resources Limited 12 2012 Report to Shareholders Directors’ 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. 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 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) 2012 (2.23) 2011 (2.07) 2010 (2.20) 2009 (3.14) 2008 (2.10) 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: Lindian Resources Limited 13 2012 Report to Shareholders Directors’ Report Short term Options Post employment 2012 Base Directors Consulting Share based Option Salary Fees Fees Payments Superannuation Total Related Director Mr. Matthew Wood Mr. Steven Leithead Mr. Scott Funston Mr. Angus Caithness Mr. Brian McMaster $ - - - - - - $ - - - - - - $ 76,000 240,000 120,000 30,000 72,000 $ 193,531 516,082 193,531 96,765 193,531 $ - - - - - $ 269,531 756,082 313,531 126,765 265,531 % 72% 68% 62% 76% 73% 538,000 1,193,440 - 1,731,440 Short term Options Post employment 2011 Base Directors Consulting Share based Option Director Mr. Matthew Wood * Mr. Steven 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. There were no other executive officers of the Group during the financial years ended 30 June 2012 and 30 June 2011. 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 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 2012 or for the year ended 30 June 2011. 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. Lindian Resources Limited 14 2012 Report to Shareholders Directors’ Report 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 In May 2011, the Group 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 and shareholders and Mr. Funston is an officeholder and shareholder. 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 17 August 2012 Competent Person Statement The information in the above announcement that relates to Exploration Results is based on information compiled by Mr Steven L eithead, who is a member of the Australasian 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 “Australasian 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 15 2012 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 Angus Caithness Term in office 1 year 4 months 1 year 4 months 1 year 4 months 1 year 2 months 1 year 8 months Lindian Resources Limited 16 2012 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 17 2012 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. Diversity Policy The company is committed to workplace diversity and to ensuring a diverse mix of skills and talent exists amongst its directors, officers and employees, to enhance Company performance. The Board has adopted a Diversity Policy which addresses equal opportunities in the hiring, training and career advancement of directors, officers and employees. In accordance with this policy, the Board provides the following information pertaining to the proportion of women across the organisation at the date of this report. Women in the whole organisation Women in senior executive positions Women on the board Assurance Actual Number Percentage 14 - - 12% - - The CEO and CFO (or equivalent) periodically provide formal statements to the Board confirming 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. Lindian Resources Limited 18 2012 Report to Shareholders CORPORATE GOVERNANCE STATEMENT 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  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 3.3 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 and nature of operations of the Company. The Group does not have a The role of the Nomination Committee has been Nomination Committee assumed by the full Board. The Company has not disclosed The Board continues to monitor diversity across the in its annual report its organisation and is satisfied with the current level of measurable objectives for gender diversity within the Company as disclosed achieving gender diversity and above. Due to the size of the company and its small progress towards achieving number of employees, the Board does not consider it them. appropriate at this time, to formally set measurable objectives for gender diversity. 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 19 2012 Report to Shareholders Lindian Resources Limited Statement of Comprehensive Income for the year ended 30 June 2012 Notes Revenue Interest income Foreign exchange gain Total Revenue Depreciation expense Consulting and directors fees Exploration expenditure written off Foreign exchange loss Share based payments Other expenses Loss from continuing operations before income tax Income tax expense 10 23 4 5 Loss from continuing operations after income tax Other Comprehensive income / (loss) Foreign currency translation Other comprehensive income / (loss) for the year Consolidated 2012 $ 2011 $ 232,946 146,178 - 52 232,946 146,230 (11,078) (436,225) - (68,598) (1,568) (214,233) (823,681) - (2,407,692) (41,384) (724,936) (325,192) (3,415,583) (1,259,828) - - (3,415,583) (1,259,828) 169,281 (3,488) 169,281 (3,488) Total comprehensive (loss) for the year (3,246,302) (1,263,316) Loss per share attributable to owners of Lindian Resources Limited (3,415,583) (1,259,828) Basic and diluted loss per share (cents per share) 20 (2.23) (2.07) Lindian Resources Limited 20 2012 Report to Shareholders Lindian Resources Limited Statement of Financial Position as at 30 June 2012 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 2012 $ 2011 $ 4,423,845 6,172,982 124,765 88,765 4,548,610 6,261,747 52,779 22,541 9,605,707 5,798,164 TOTAL NON-CURRENT ASSETS 9,658,486 5,820,705 TOTAL ASSETS CURRENT LIABILITIES Trade and other payables TOTAL CURRENT LIABILITIES TOTAL LIABILITIES NET ASSETS EQUITY Issued capital Reserves Accumulated losses TOTAL EQUITY 14,207,096 12,082,452 11 120,686 221,571 120,686 221,571 120,686 221,571 14,086,410 11,860,881 22,206,985 21,873,379 8,456,695 3,149,189 (16,577,270) (13,161,687) 14,086,410 11,860,881 12 13 14 Lindian Resources Limited 21 2012 Report to Shareholders Lindian Resources Limited Statement of Cash Flows for the year ended 30 June 2012 Notes CASH FLOWS FROM OPERATING ACTIVITIES Payments to suppliers and employees Interest received Consolidated 2012 $ 2011 $ (1,218,156) (480,225) 233,899 132,564 NET CASH USED IN OPERATING ACTIVITIES 6 (984,257) (347,661) CASH FLOWS FROM INVESTING ACTIVITIES Purchase of plant and equipment Expenditure on exploration Cash acquired on acquisition of subsidiary Loans to related parties (45,145) (24,104) (3,741,318) (133,608) - - 38,205 (98,746) NET CASH USED IN INVESTING ACTIVITIES (3,786,463) (218,253) CASH FLOWS FROM FINANCING ACTIVITIES Proceeds from issue of shares Proceeds from issue of options Share issue costs 372,917 4,838,777 2,730,533 - (39,311) (315,569) NET CASH FROM FINANCING ACTIVITIES 3,064,139 4,523,208 Net (decrease) / 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 (1,706,581) 6,172,982 (42,556) 3,957,294 2,215,636 52 THE FINANCIAL YEAR 6 4,423,845 6,172,982 Lindian Resources Limited 22 2012 Report to Shareholders Lindian Resources Limited Statement of Changes in Equity for the year ended 30 June 2012 Consolidated At 1 July 2011 Loss for the year Other comprehensive income Total comprehensive income / (loss) Transactions with owners in their capacity as owners Issue of ordinary shares Share based payments Issue of listed options Issued capital $ Accumulated losses $ Foreign currency translation reserve $ Option reserves $ Share based payment reserves $ 21,873,379 (13,161,687) (3,488) 1,376,093 1,776,584 - - - (3,415,583) - (3,415,583) - 169,281 169,281 Total $ 11,860,881 (3,415,583) 169,281 (3,246,302) 372,917 - - - - - - - - - Transaction costs on share issue (39,311) At 30 June 2012 22,206,985 (16,577,270) 165,793 4,106,626 4,184,276 14,086,410 372,917 - - - - - - - - - - 2,407,692 2,407,692 2,730,533 - - - 2,730,533 (39,311) 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 13,637,134 (11,901,859) - - - (1,259,828) - (1,259,828) - - (3,488) (3,488) 8,838,777 - - - - - - - - - - 126,093 1,135,200 2,996,568 - - - - - 1,250,000 - - - - (1,259,828) (3,488) (1,263,316) 641,384 - - 8,838,777 641,384 1,250,000 (602,532) 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 11,860,881 Lindian Resources Limited 23 2012 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2012 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 2012 was authorised for issue in accordance with a resolution of the directors on 17 August 2012. 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 with 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 policies that the AASB has concluded would result in a financial report containing relevant and reliable information about transactions, events and conditions. Compliance with Australian Accounting Standards ensures that the financial statements and notes also comply with International Financial Reporting Standards. (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 2012, and no change to the Group’s accounting policy is required: Reference Title Summary Impact on Group’s financial report Application date for Group 1 July 2012 This Standard requires entities to group items presented in other comprehensive income on the basis of whether they might be reclassified subsequently to profit or loss and those that will not. The Group has not yet determined the impact on the Group’s financial statements. AASB 2011-9 Amendments to Australian Accounting Standards – Presentation of Other Comprehensive Income [AASB 1, 5, 7, 101, 112, 120, 121, 132, 133, 134, 1039 & 1049] AASB 9 Financial Instruments AASB 9 includes requirements for the classification and measurement of financial assets. It was further amended by AASB 2010-7 to reflect amendments to the accounting for financial liabilities. These requirements improve and simplify the The Group has not yet determined the impact on the Group’s financial statements. 1 July 2013 Lindian Resources Limited 24 2012 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2012 Reference Title Summary Impact on Group’s financial report Application date for Group approach for classification and measurement of financial assets compared with the requirements of AASB 139. The main changes are described below. (a) (b) (c) Financial assets that are debt instruments will be 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. 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. 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. (d) Where the fair value option is used for financial liabilities the change in fair value is to be accounted for as follows: ► The change attributable to changes in credit risk are presented in other comprehensive income (OCI) ► The remaining change is presented in profit or loss If this approach creates or enlarges an accounting mismatch in the profit or loss, the effect of the changes in credit risk are also presented in profit or loss. Consequential amendments were also made to other standards as a result of AASB 9, introduced by AASB 2009-11 and superseded by AASB 2010-7 and 2010-10. AASB 10 establishes a new control model that applies to all entities. It replaces parts of AASB 127 Consolidated and Separate Financial Statements dealing with the accounting for consolidated financial statements and UIG-112 Consolidation – Special Purpose Entities. The new control model broadens the situations when an entity is considered to be controlled by another entity and includes new guidance for applying the model to specific situations, including when acting as a manager may give control, the impact of potential voting rights and when holding less than a majority voting rights may give control. Consequential amendments were also made to other standards via AASB 2011-7. AASB 12 includes all disclosures relating to an entity’s interests in subsidiaries, joint arrangements, associates and structures entities. New disclosures have been introduced about the judgments made by management to determine whether control exists, and to require summarised information AASB 10 Consolidated Financial Statements AASB 12 Disclosure of Interests in Other Entities The Group has not yet determined the impact on the Group’s financial statements. 1 July 2013 The Group has not yet determined the impact on the Group’s financial statements. 1 July 2013 Lindian Resources Limited 25 2012 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2012 Reference Title Summary AASB 13 about joint arrangements, associates and structured entities and subsidiaries with non- controlling interests. Fair Value Measurement AASB 13 establishes a single source of guidance for determining the fair value of assets and liabilities. AASB 13 does not change when an entity is required to use fair value, but rather, provides guidance on how to determine fair value when fair value is required or permitted. Application of this definition may result in different fair values being determined for the relevant assets. Impact on Group’s financial report Application date for Group The Group has not yet determined the impact on the Group’s financial statements. 1 July 2013 AASB 13 also expands the disclosure requirements for all assets or liabilities carried at fair value. This includes information about the assumptions made and the qualitative impact of those assumptions on the fair value determined. Consequential amendments were also made to other standards via AASB 2011-8. The Group has not elected to early adopt any new Standards or Interpretations. (d) Changes in accounting policies and disclosures In the year ended 30 June 2012, 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. Lindian Resources Limited 26 2012 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2012 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. (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. Lindian Resources Limited 27 2012 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2012 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. 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. Lindian Resources Limited 28 2012 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2012 (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. 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. Lindian Resources Limited 29 2012 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2012 (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. (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. Lindian Resources Limited 30 2012 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2012 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. (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: • • • the 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. Lindian Resources Limited 31 2012 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2012 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 statement of cash flows 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. 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 expense not yet recognised for the award is recognised immediately. However, if a new award is substituted for the cancelled award, and designated as a replacement award on the date that it is granted, the cancelled and new award are treated as if they were a modification of the original award, as described in the previous paragraph. 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. Lindian Resources Limited 32 2012 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2012 (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. 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 (2011 - 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 33 2012 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2012 4. Other Expenses Accounting and audit fees Insurance Occupancy Legal fees Listing and share registry costs Travel Printing and stationary Input and withholding tax Other Total other expenses 5. Income Tax (a) Income tax expense Major component of tax expense for the year: Current tax Deferred tax Consolidated 2012 $ 2011 $ 102,463 12,066 134,696 251,945 57,464 62,734 13,805 48,581 41,182 68,506 8,751 20,000 111,748 54,988 25,114 7,975 - 28,110 724,936 325,192 - - - - - - (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 (3,415,583) (1,259,828) Tax at the group rate of 30% Non-deductible expenses Income tax benefit not brought to account Income tax expense (1,024,675) (377,948) 722,308 302,367 - 260,077 117,871 - Lindian Resources Limited 34 2012 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2012 (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 2012 $ 2011 $ 2,881,712 1,739,449 (2,881,712) (1,739,449) - - 6,066,398 4,576,457 87,643 114,906 3,000 9,255 (2,881,712) (1,739,449) (3,275,329) (2,961,169) - - 10,917,763 9,870,563 3,275,329 2,961,169 (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; (ii) the Group continues to comply with the conditions for deductibility imposed by tax legislation in Australia and Philippines; and (iii) 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 35 2012 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2012 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 the net cash flows from operations Loss after tax Non cash items Share based payment Depreciation and impairment charges Exploration expenditure written off Foreign currency loss Change in assets and liabilities Trade and other receivables Trade and other payables Net cash outflow from operating activities Consolidated 2012 $ 2011 $ 2,367,802 3,172,982 2,056,043 3,000,000 4,423,845 6,172,982 (3,415,583) (1,259,828) 2,407,692 11,078 41,384 5,891 - 823,681 68,598 1,113 22,706 (36,135) (78,748) 76,233 (984,257) (347,661) Non-cash financing activities are as follows: - Share-based payments (to directors, employees and corporate advisors) as disclosed in note 23. 7. Trade and Other Receivables – Current GST receivable Accrued interest Advances Other 19,645 12,939 70,818 21,363 124,765 42,013 13,891 23,217 9,644 88,765 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 36 2012 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2012 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 2012 100% 100% 2008 100% 100% 2011 100% 100% 2008 100% 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 2012 $ 2011 $ 43,352 (8,608) 34,744 5,105 (1,750) 3,355 21,394 (6,714) 14,680 420 (35) 385 3,689 (75) 3,614 20,000 (1,458) 18,542 Total Plant and Equipment 52,779 22,541 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 385 42,932 4,323 419 - (4,323) (8,573) 34,744 3,614 1,416 (1,675) 3,355 18,542 1,394 (5,256) 14,680 52,779 (34) 385 - 3,689 (75) 3,614 - 20,000 (1,458) 18,542 22,541 Lindian Resources Limited 37 2012 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2012 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 2012 $ 2011 $ 5,798,164 3,785,138 - - 803,477 194,537 5,634,614 (823,681) 22,405 (10,783) 9,605,707 5,798,164 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 in 2011 relates to the Dinguiraye Project located in Guinea. 11. Trade and Other Payables Trade payables Accruals Other 81,236 25,897 13,553 150,192 61,011 10,368 120,686 221,571 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 $0.08 Rights issue at $0.08 Shares issued upon acquisition of subsidiary Exercise of options less fundraising costs At 30 June (c) Ordinary shares 22,206,985 21,873,379 2012 2011 Number of shares $ Number of $ shares 150,858,753 21,873,379 43,578,473 13,637,134 - - - - - - 30,000,000 2,400,000 23,618,067 1,889,445 50,000,000 4,000,000 4,658,407 372,917 3,662,213 549,332 - (39,311) - (602,532) 155,517,160 22,206,985 150,858,753 21,873,379 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 38 2012 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2012 (d) Capital risk management The Group’s capital comprises share capital, reserves less accumulated losses amounting to $14,086,410 at 30 June 2012 (2011: $11,860,881). 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 2012, there were 152,371,754 unissued ordinary shares under options (2011: 138,530,161 options). The details of the options are as follows: Number Exercise Price $ Expiry Date 131,871,754 500,000 20,000,000 152,371,754 0.08 0.15 0.20 31 December 2014 14 June 2016 28 February 2015 During the financial year 136,526,671 listed options at an issue price of 2 cents with an exercise price of 8 cents, expiring on 31 December 2014 and 20,000,000 unlisted options with an exercise price of 20 cents, expiring on 28 February 2015 were issued. 3,490 options with an exercise price of 15 cents, expiring on 31 December 2011 were exercised during the financial year. 4,654,917 options with an exercise price of 8 cents, expiring on 31 December 2014 were exercised during the financial year. The following options lapsed during the financial year: - - - 1,000,000 options exercisable at 20 cents lapsed on 1 July 2011. 500,000 options exercisable at 30 cents lapsed on 31 December 2011. 136,526,671 options exercisable at 15 cents lapsed on 31 December 2011. 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 2012 $ 2011 $ 4,184,276 1,776,584 4,106,626 1,376,093 165,793 (3,488) 8,456,695 3,149,189 Lindian Resources Limited 39 2012 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2012 Movements in Reserves Share based payment reserve At beginning of the period Share based payment expense Balance at the end of the year Consolidated 2012 $ 2011 $ 1,776,584 1,135,200 2,407,692 641,384 4,184,276 1,776,584 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 1,376,093 126,093 2,730,533 1,250,000 4,106,626 1,376,093 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) 169,281 165,793 - (3,488) (3,488) 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 year Loss Balance at the end of the year 15. Expenditure Commitments (a) Rental and services agreement 13,161,687 11,901,859 3,415,583 1,259,828 16,577,270 13,161,687 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 100,000 - 100,000 120,000 100,000 220,000 Lindian Resources Limited 40 2012 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2012 (b) Exploration commitments Exploration commitments contracted for at reporting date but not recognised as liabilities are as follows: Consolidated 2012 $ 2011 $ 118,768 118,768 75,038 75,038 237,536 150,076 25,500 25,500 23,000 23,000 Within one year After one year but not longer 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 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 (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 2012. 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 538,000 145,371 - 1,193,440 4,907 41,384 1,731,440 191,662 Lindian Resources Limited 41 2012 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2012 (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. 2012 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 Mr. Steven Leithead Mr. Scott Funston Mr. Angus Caithness Mr. Brian McMaster 7,400,000 9,000,000 3,207,500 625,000 - - - - - - 500,000 - - - - - - - - - 7,900,000 9,000,000 3,207,500 625,000 - 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. Steven 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 7,400,000 9,000,000 3,207,500 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 2011 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 2011 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 2011 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. Lindian Resources Limited 42 2012 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2012 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: Vested options 2012 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 (i – iv) Director Mr. Matthew Wood (i) 10,400,000 1,500,000 (500,000) - 11,400,000 11,400,000 Mr. Steven Leithead (ii) 9,000,000 4,000,000 Mr. Scott Funston (iii) 3,207,500 1,500,000 Mr. Angus Caithness (iv) 625,000 750,000 Mr. Brian McMaster 500,000 1,500,000 - - - - (9,000,000) 4,000,000 4,000,000 (187,500) 4,520,000 4,520,000 - - 1,375,000 1,375,000 2,000,000 2,000,000 - - - - - i. Mr. Wood’s acquired 10,400,000 options due to his participation in the Option Issue Prospectus and had 10,400,000 ii. iii. options expire on 31 December 2011. Mr. Leithead’s 9,000,000 options expired on 31 December 2011. Mr. Funston acquired 3,020,000 options due to his participation in the Option Issue Prospectus and had 3,207,500 options expire on 31 December 2011. iv. Mr. Caithness acquired 625,000 options due to his participation in the Option Issue Prospectus and had 625,000 options expire on 31 December 2011. 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. Steven 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. Lindian Resources Limited 43 2012 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2012 i. Mr. Wood acquired 6,400,000 listed options as a shareholder of Bundok in consideration for the acquisition of Bundok during the 2011 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 2011 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 2011 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. 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 2012 and 30 June 2011. 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 Mineral Quest Pty Ltd, a company of which Mr. Wood is a Director, charged the Group consulting fees of $76,000 (2011: $20,000) which is included in Note 17(b) “Remuneration of key management personnel” and reimbursement of payments for secretarial expenses and other minor expenses, at cost for $7,863 (2011: $900) during the year. $7,095 (2011: $10,450) was outstanding at year end. Proassist Limited, a company of which Mr. Leithead is a Director, charged the Group consulting fees of $120,000 (2011: Nil) which is included in Note 17(b) “Remuneration of key management personnel” and reimbursement of payments for expenses at cost for $33,835 (2011: Nil) during the year. $20,000 (2011: Nil) was outstanding at year end. Resourceful International Consulting Pty Ltd, a company of which Mr. Funston is a Director, charged the Group consulting fees of $120,000 (2011: $20,000). This amount is included in Note 17(b) “Remuneration of key management personnel”. $11,000 (2011: $10,000) was outstanding at year end. Banquo Consulting Pty Ltd, a company of which Mr. Caithness is a Director, charged the Group consulting fees of $30,000 (2011: $10,000). This amount is included in Note 17(b) “Remuneration of key management personnel”. $2,750 (2011: $2,500) was outstanding at year end. Vega Funds Pty Ltd, a company of which Mr. McMaster is a Director, charged the Group consulting fees of $72,000 (2011: $850). This amount is included in Note 17(b) “Remuneration of key management personnel”. $6,600 (2011: $850) was outstanding at year end. Garrison Capital Pty Ltd, a company of which Mr. Wood and Mr. McMaster are Directors and shareholders and Mr Funston is an officeholder and shareholder, provided the Group with a fully serviced office including administration and information technology support totalling $120,000 (2011: $20,000) and reimbursement of payments for courier, accounting and other minor expenses, at cost $56,700 (2011: $14,542). $16,799 (2011: $26,473) was outstanding at year end. Garrison Capital Pty Ltd were issued 5,000,000 unlisted options exercisable at $0.20 on or before 28 February 2015 for their ongoing role as corporate advisors to the Company. The options have been valued using the Black-Scholes option pricing model and are included as a share based payment as disclosed in Note 23. These transactions have been entered into on normal commercial terms. Lindian Resources Limited 44 2012 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2012 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 3,415,583 1,259,828 Consolidated 2012 $ 2011 $ 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 152,943,656 60,845,943 - - in calculating diluted loss per share: 152,943,656 60,845,943 * There is no impact from 152,371,754 options outstanding at 30 June 2012 (2011: 138,530,161 options) on the earnings per share calculation because they are anti-dilutive. These options could potentially dilute basic EPS in the future. There have 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 2012 $ 2011 $ 4,423,845 94,348 6,172,982 46,752 120,686 221,571 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. Lindian Resources Limited 45 2012 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2012 Specific Financial Risk Exposure and Management The main risks arising from the Group’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 2012 and 30 June 2011 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. Cash and cash equivalents Interest rate sensitivity Consolidated 2012 $ 2011 $ 4,423,845 6,172,982 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) 2012 $ 44,238 (44,238) 2011 $ 2012 $ 2011 $ 61,730 44,238 61,730 (61,730) (44,238) (61,730) 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 2011. Lindian Resources Limited 46 2012 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2012 (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 2012, 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 2012. 22. Contingent Liabilities There are no known contingent liabilities. 23. Share Based Payments (a) Recognised share based payment transactions Share based payment transactions recognised either as operating expenses in the statement of comprehensive income, capital raising expenses in equity or exploration expenditure on the statement of financial position as follows: Operating expenses Employee share based payment Share based payment to supplier Capital raising expenses Share based payments to supplier Exploration Expenditure Share based payments to supplier Consolidated 2012 $ 2011 $ 1,246,508 1,161,184 41,384 - 2,407,692 41,384 - - 300,000 300,000 (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. Lindian Resources Limited 47 2012 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2012 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 $0.15 500,000 - 17 April 2012 28 February 2015 $0.20 18 May 2012 28 February 2015 $0.20 - - 1,750,000 9,250,000 500,000 11,000,000 Weighted remaining contractual life (years) 4.9 2.8 Weighted average exercise price $0.15 $0.20 - - - - - - - - - - - - 500,000 500,000 1,750,000 - 9,250,000 9,250,000 11,500,000 9,750,000 2.7 2.7 $0.20 $0.20 The weighted average fair value of options granted during the year was $0.14 (2011: $0.082). The model inputs, not included in the table above, for options granted during the year included: (a) (b) (c) (d) (e) (f) options are granted for no consideration and vest between a range of immediately and two years; Expected life of options is three years; share price at grant date ranged from $0.18 to $0.26; expected volatility of 124%; expected dividend yield of Nil; and a risk free interest rate range of 2.39% to 3.19%. (c) Share-based payment to suppliers: (i) Operating expenses During the financial year 9,000,000 options, exercisable at $0.20 and expiring on 28 February 2015 were issued to corporate advisors to the Company. The options were valued using the Black Scholes option pricing model. The table below summarises options granted during the financial year: 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 18 May 2012 28 February 2015 $0.20 - 9,000,000 Weighted remaining contractual life (years) Weighted average exercise price - - 2.8 $0.20 - - - - 9,000,000 9,000,000 - - 2.7 2.7 $0.20 $0.20 The weighted average fair value of options granted during the year was $0.13. Lindian Resources Limited 48 2012 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2012 The model inputs, not included in the table above, for options granted during the year included: (a) options are granted for no consideration and vest immediately; (b) (c) (d) (e) (f) Expected life of options is three years; share price is $0.18; expected volatility of 124%; expected dividend yield of Nil; and a risk free interest rate range of 2.39%. (ii) Capital raising expenses During the 30 June 2011 financial year 12,000,000 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 was determined by reference to the market value on the Australian Securities Exchange at the grant date. There were no share based payments for capital raising expenses during the 30 June 2012 financial year. (iii) Exploration expenditure During the 30 June 2011 financial year 50,000,000 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 30 June 2011 financial year 50,000,000 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 30 June 2011 financial year 12,000,000 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. There were no share based payments for exploration expenditure during the 30 June 2012 financial year. 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 2012. The balance of the franking account is Nil as at 30 June 2012 (2011: Nil). Lindian Resources Limited 49 2012 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2012 25. Acquisition of Assets Acquisition – Bundok Resources Pty Ltd and its subsidiaries During the 30 June 2011 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 23 (c)(iii) 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 50 2012 Report to Shareholders Lindian Resources Limited Notes to the financial statements at and for the year ended 30 June 2012 26. Parent Entity Information The following details information related to the parent entity, Lindian Resources Limited, at 30 June 2012. 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 2012 $ 2011 $ 4,241,523 9,935,849 5,873,607 6,136,415 14,177,372 12,010,022 90,962 149,141 - - 90,962 149,141 14,086,410 11,860,881 22,206,985 21,873,379 4,184,276 4,106,626 1,776,584 1,376,093 (16,411,477) (13,165,175) 14,086,410 11,860,881 (3,246,302) (1,267,042) - - Total comprehensive loss for the year (3,246,302) (1,267,042) 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 2011 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 2012 under the contract are $100,000 (2011: $220,000). There are no commitments to acquire property, plant and equipment, and no contingent liabilities. Lindian Resources Limited 51 2012 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 2012 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 17 August 2012 Lindian Resources Limited 52 2012 Report to Shareholders 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 AUDITOR’S INDEPENDENCE DECLARATION As lead auditor for the audit of the financial report of Lindian Resources Limited for the year ended 30 June 2012, 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 Perth, WA Dated: 17 August 2012 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 a member of the RSM network. Each member of the RSM network is an independent accounting and advisory firm which practises in its own right. The RSM network is not itself a separate legal entity in any jurisdiction. 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 2012, 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 a member of the RSM network. Each member of the RSM network is an independent accounting and advisory firm which practises in its own right. The RSM network is not itself a separate legal entity in any jurisdiction. 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 2012 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 2012. 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 2012 complies with section 300A of the Corporations Act 2001. RSM BIRD CAMERON PARTNERS Perth, WA Dated: 17 August 2012 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 2 August 2012. 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 Matthew Wood No. of Ordinary Shares 9,000,000 7,900,000 Percentage % 5.79 5.08 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 449 476 157 454 196 1,732 223,857 1,167,440 1,212,466 18,360,834 134,552,563 155,517,160 There were 827 holders of ordinary shares holding less than a marketable parcel. Top Twenty Share Holders Name NEFCO NOMINEES PTY LTD MR STEVEN STEWART LEITHEAD MITCHELL GRASS HOLDING SINGAPORE PTE LTD JP MORGAN NOMINEES AUSTRALIA LIMITED MR PAUL GABRIEL SHARBANEE MR JASON PETERSON + MRS LISA PETERSON HSBC CUSTODY NOMINEES (AUSTRALIA) LIMITED MS VICTORIA ALEXIS SUZANNE FUNSTON + MR FRANCIS SCOTT FUNSTON MR TIMOTHY JAMES FLAVEL ALBATROSS PASS PTY LTD MIKADO CORPORATION PTY LTD MR MICHAEL ROBERT FRANCO + MR ROBERT MARIO FRANCO + MISS LAURA MICHELLE FRANCO SURFBOARD PTY LTD J P MORGAN NOMINEES AUSTRALIA LIMITED BRIJOHN NOMINEES PTY LTD MANIKATO FINANCIAL SERVICES PTY LTD CELTIC CAPITAL PTY LTD EAGLE RIVER HOLDINGS PTY LTD KASIA NOMINEES PTY LTD CORPORATE & RESOURCE CONSULTANTS PTY LTD Total ordinary shares 56 Number of Ordinary Shares held 16,595,379 8,000,000 7,400,000 7,267,265 5,000,000 4,400,000 3,132,525 3,020,000 2,900,000 2,495,000 2,494,242 2,250,000 2,250,000 2,030,000 2,000,000 1,702,460 1,550,000 1,500,000 1,491,938 1,421,757 78,900,566 % 10.67 5.14 4.76 4.67 3.22 2.83 2.01 1.94 1.86 1.60 1.60 1.45 1.45 1.31 1.29 1.09 1.00 0.96 0.96 0.91 50.72 ASX Additional Information Voting Rights All ordinary shares carry one vote per share without restriction. Top Twenty Option Holders Expiry 31 December 2014 Name NEFCO NOMINEES PTY LTD MITCHELL GRASS HOLDING SINGAPORE PTE LTD AVONGLADE ENTERPRISES PTY LTD WEST TRADE ENTERPRISES PTY LTD NEWMEK INVESTMENTS PTY LIMITED MR PAUL GABRIEL SHARBANEE MR JASON PETERSON + MRS LISA PETERSON MR RODNEY JAMES CAPLE + MS FRANCES MARGARET CAMERON MOTTE & BAILEY PTY LTD ALBATROSS PASS PTY LTD MIKADO CORPORATION PTY LTD MR TIMOTHY JAMES FLAVEL MS VICTORIA ALEXIS SUZANNE FUNSTON + MR FRANCIS SCOTT FUNSTON MR ANDREW PHILIPS BRIJOHN NOMINEES PTY LTD MR PETER DAVID RHODES JP MORGAN NOMINEES AUSTRALIA LIMITED MR ANTHONY HUNTER + MRS LINDA HUNTER MR PARAMJIT SINGH NAGRA + MRS SURINDER KAUR NAGRA MR MICHAEL ROBERT FRANCO + MR ROBERT MARIO FRANCO + MISS LAURA MICHELLE FRANCO Total options Number of Options held 14,683,749 9,900,000 5,700,000 5,282,400 5,000,000 4,900,465 4,471,335 3,382,416 3,350,000 3,339,125 3,204,249 3,089,565 3,020,000 2,500,000 2,000,000 2,000,000 1,902,398 1,520,000 1,400,000 1,250,000 81,895,702 % 11.13 7.51 4.32 4.01 3.79 3.72 3.39 2.56 2.54 2.53 2.43 2.34 2.29 1.90 1.52 1.52 1.44 1.15 1.06 0.95 62.10 57 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 note 5 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. SMMC, as the titleholder, is required to maintain title to the MPSA. 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. Note 5: Licence renewal/conversion application made to Mines and Geoscience Bureau. 58

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