Minotaur Exploration
Annual Report 2020

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2020 ANNUAL REPORT CORPORATE DIRECTORY Minotaur Exploration Limited 108 483 601 ACN MEP ASX Directors Dr Roger Higgins Mr Andrew Woskett Mr George McKenzie Dr Antonio Belperio Non-Executive Chairman Managing Director Non-Executive Director Executive Director to 28 November 2019, Non-Executive Director from 29 November 2019 Company Secretary Mr Varis Lidums Registered Office C/- O’Loughlins Lawyers Level 2, 99 Frome Street Adelaide SA 5000 Principal Place of Business Level 1, 8 Beulah Road Norwood SA 5067 Share Register Computershare Investors Securities Pty Ltd Level 5, 115 Grenfell Street Adelaide SA 5000 Legal Advisors O’Loughlins Lawyers Level 2, 99 Frome Street Adelaide SA 5000 Bankers National Australia Bank 22-28 King William Street Adelaide SA 5000 Auditors Grant Thornton Audit Pty Ltd Level 3, 170 Frome Street Adelaide SA 5000 www.minotaurexploration.com.au This annual report covers both Minotaur Exploration Ltd (ABN 35 108 483 601) as an individual entity and the consolidated group (‘Group’) comprising Minotaur Exploration Ltd and its subsidiaries. The Group’s functional and presentational currency is Australian dollars The description of the Group’s operations and of its principal activities is included in the review of operations and activities in the Directors’ Report on pages 7 to 20. The Directors’ Report is not part of the financial report. CONTENTS 2019/2020 Highlights Chairman’s Review Managing Director’s Report Directors’ Report Remuneration Report Financial Report Auditor’s Independence Declaration Consolidated Statement of Profit or Loss and Other Comprehensive Income Consolidated Statement of Financial Position Consolidated Statement of Changes in Equity Consolidated Statement of Cash Flows Notes to the Consolidated Financial Statements Directors’ Declaration Independent Auditor’s Report ASX Additional Information 3 4 5 7 13 21 21 22 23 24 26 27 62 63 66 2019/2020 HIGHLIGHTS OCTOBER 2019 Drilling commences at Hastings VMS target, Charters Towers region, Queensland Drilling to test the Hastings anomaly FEBRUARY 2020 Cloncurry Alliance establishes exploration JV with Sandfire Resources The Cloncurry Alliance established JV with Sandfire Resources over a Sandfire tenement group near Cloncurry. APRIL 2020 Big Foot leaves large EM imprint at Eloise ‘Big Foot’ and ‘Little Foot’ delivered strong geophysical footprints for the Eloise JV, Cloncurry. JULY 2020 Maiden Jericho Resource & Cloncurry exploration update A maiden Mineral Resource estimate of the Jericho system was published. AUGUST 2020 Minotaur to acquire under-explored gold tenements, Queensland MEP takes out option to purchase the Pyramid tenement group located south of Townsville. NOVEMBER 2019 Minotaur to acquire Windsor Project area, Charters Towers region, Queensland Minotaur contracted to purchase 100% of the Windsor JV tenements. MARCH 2020 Andromeda acquires 51% interest in Poochera Halloysite-Kaolin Project Andromeda Metals met it’s expenditure commitment and acquired 51% interest in the project. JUNE 2020 ADI grant recognises Peake & Denison project potential, South Australia MEP is awarded an ADI grant for it’s 100% owned Peake & Denison project. AUGUST 2020 Drilling commences for Eloise JV A 2,000m diamond drilling program was underway to test two high-priority EM targets at Seer and Big Foot. AUGUST 2020 Minotaur completes a $4m, oversubscribed placement AUGUST 2020 MEP announced success in placing 81 million new shares to raise $4,050,000. Minotaur announces Share Purchase Plan MEP launched an SPP to raise A$1m following the success of its oversubscribed Placement. SEPTEMBER 2020 Oversubscribed SPP garners $3.4 million Minotaur Exploration closed its Share Purchase Plan with applications of $3.4 million, surpassing the target of $1 million. SEPTEMBER 2020 Company Activities Report MEP updated project activities across QLD and SA. 3 Minotaur Exploration Annual Report 2020 CHAIRMAN’S REVIEW Exploration continuity was challenged during the financial year due to border closures arising from COVID restrictions, as exploration has not been deemed an essential service. Cessation of cross border travel effectively cancelled half of the year’s field work season in North Queensland. Nonetheless, research, target generation and modelling in-house created a selection of prospects to be pursued in time. Your Board is attuned to managing risk, pragmatically balanced against opportunity, while cultivating strategies that will improve shareholder value. This included timely divestment of equity holdings in listed companies Petratherm (ASX: PTR), Thomson Resources (ASX: TMZ) and Auroch Minerals (ASA: AOU) and conversion of the Windsor project joint venture to outright purchase. Minotaur is actively looking to build a tenement portfolio in the Charters Towers region of Queensland with the Windsor project (base metals) as its core. Due diligence on purchase of the Pyramid gold project in the same region is underway and, if concluded satisfactorily, will complete late in 2020. Other opportunities in the region are being considered. Exploration continues under the Eloise joint venture, originated in 2015 with OZ Minerals (ASX: OZL), and being sole funded by OZ Minerals. That activity is complemented by the adjacent joint venture with Sandfire Resources (ASX: SFR) where the OZ Minerals-Minotaur Cloncurry Alliance could earn 75% interest in Sandfire’s Breena Plains tenements. The Cloncurry Alliance’s objective is to locate and define deposits similar to the Jericho copper-gold system, thereby creating critical mass for development of a regional processing hub. Joint venture partner Andromeda Metals Ltd (ASX: ADN) is making solid progress towards commercialisation of Minotaur’s kaolin deposits in South Australia. Andromeda achieved its initial 51% tenement interest in April 2020 and is moving towards its ultimate 75% interest through total investment of $6 million by late 2020. Minotaur will begin contributing its 25% share of project expenses from that time and intends to maintain its interest. Andromeda’s PFS issued in June 2020 estimated that Minotaur’s annual EBITDA share of mine revenues will be $20 million within 15 months of start-up. Andromeda’s definitive feasibility study due at the end of 2020 will provide further confidence in respect of project assumptions and projections. Directors are appreciative of the support expressed by shareholders and new investors alike despite a relatively quiet news year for Minotaur and are working to reward that interest through a much improved market valuation for MEP. The Company’s financial position is sound with over $9 million cash held as at 30 September 2020, due to a well over- subscribed placement of $4m in August and September’s successful Share Purchase Plan accepting over $2.1 million. Dr Roger Higgins Chair Minotaur Exploration Annual Report 2020 4 MANAGING DIRECTOR’S REPORT Minotaur maintains a diverse array of minerals exploration tenements around Australia, totalling 8,4102, including joint ventures. Highlands Jericho/Eloise JVs Breena Plains JV Windsor Pyramid Peake & Denison Great White Kaolin JV Copper & Other Base Metals Gold Industrial Minerals Business Review Joint venture drilling at the Jericho deposit concluded in July 2019 with attention directed to developing a mineral resource estimate and to model underground mining scenarios as a guide to further works. OZ Minerals (ASX: OZL) undertook those tasks and results were published in July 2020, OZ Minerals (80% project interest) concluding the deposit was unlikely to be viable as a standalone operation at its current scale. While significant strike extent remains to be drill tested and to close gaps in the drilling, OZ Minerals preferred to direct further investment towards location of a Jericho-like asset in the near region that, collectively with Jericho, could support the case for development of a regional processing hub. With that objective, exploration activity at the Eloise JV (OZL 70%; MEP 30%) resumed after cross-border restrictions were lifted in July 2020. OZ Minerals has an obligation to invest $2m into the JV through FY2021 and FY2022. In parallel, the Minotaur-OZ Minerals Cloncurry Alliance struck a new joint venture with Sandfire Resources (ASX: SFR) to explore Sandfire’s extensive Breena Plains tenement group adjacent to the Eloise JV ground. Minotaur was awarded a $200,000 CEI grant by the Queensland State government for geophysical surveys at Breena Plains. Inaugural work will commence in October 2020 with OZ Minerals funding $1 million first year expenditure. The Highlands project north-west of Mt Isa, Queensland, has been classified as available for sale and expressions of interest are invited. South of Charters Towers, Queensland, at the Windsor project, initial IP trials revealed a strong anomaly, having similar characteristics to local VMS systems. Drilling proved the efficacy of this geophysical method in conductive cover and will be expanded across the tenement package. Initial IP on the Warrawee prospect had to be abandoned due to the imposition of fire hazard restrictions but will resume in October 2020. The Company purchased the Windsor tenement group outright, terminating the previous farm-in joint venture and envisages collating a group of advanced exploration assets in the Charters Towers region, an area well-endowed with productive base metal and gold mines. 5 Minotaur Exploration Annual Report 2020 Andromeda Metals Limited’s (ASX: ADN) earn-in to Minotaur’s Great White Kaolin project (formerly named the Poochera project) has momentum such that Andromeda will reach its 75% interest ceiling in the joint venture tenement assets through expenditure of $6 million by late 2020. Andromeda’s market capitalisation of ~$160 million, up 100% in twelve months, demonstrates growing market confidence in the project. Minotaur notes that an equitable see-through value to Minotaur’s shareholders is not yet reflected in Minotaur’s market capitalisation. When in commercial operation Minotaur will be entitled to 25% of the project’s cash flow, equating to annualised $20 million EBITDA for Minotaur for a project life of 26 years, according to Andromeda’s Prefeasibility Study dated June 2020. Minotaur intends to maintain its project interest and will contribute proportionally from the end of 2020 through project implementation and commercial operation. In South Australia, Minotaur received a $300,000 ADI grant from the State government for geophysics and drilling at the Peake and Denison project; work will start late in 2020. Corporate Report The 2020 financial year became papered with economic disruption, as a result of the COVID situation and governments’ reactions. Minotaur’s employees and directors willingly agreed to reduce salaries from April through August 2020, helping curtail overheads. Their cooperation and support is gratefully acknowledged. The Company sought to reinforce its bank balance as a buffer against continuing uncertainty. Fortunately, bullish investor sentiment towards miners generally and especially gold stocks, gave rise to high liquidity levels across the exploration sector. Minotaur took advantage of this positivity and in August 2020 completed a placement of $4 million, cut back from $6.5 million, followed up by a Share Purchase Plan to raise $1 million, itself strongly oversubscribed, resulting in acceptances of $2.1 million. With those receipts Minotaur’s cash balance at 30 September 2020 was $9.6 million in cash and term deposits. Exploration and Business Development Manager, Glen Little, surveys the stark environment of the Peake & Denison project Minotaur Exploration Annual Report 2020 6 DIRECTORS’ REPORT Your directors present their report on the consolidated group for the financial year ended 30 June 2020. Director Details The names of the directors in office at any time during, or since the end of, the year are: Mr Andrew Woskett Managing Director Dr Roger Higgins Non-Executive Chairman Mr George McKenzie Non-Executive Director Dr Antonio Belperio Executive Director to 28 November 2019, Non-Executive Director from 29 November 2019 Directors have been in office since the start of the financial year to the date of this report unless otherwise stated. Review of Operations Corporate New and existing shareholders supported a two-tranche placement in the second half of 2019 raising $1.5 million for working capital purposes. The 2020 financial year concluded with the Group holding $2.42 million in cash and term deposits (including restricted cash of $1.5m being advanced by OZ Minerals for joint operations) plus $0.9 million of equity holdings in ASX listed explorers. Minotaur’s share of the Great White Kaolin project is 49% as a result of Andromeda Metals’ earn-in expenditure culminating at $3 million in March 2020. Andromeda intends, through its further $3 million expenditure, to reach its 75% ceiling by end of 2020 and aspires to commence mining of the Great White Kaolin deposit in early 2021. Exploration Exploration activity centered on copper-gold prospects in Queensland. Drilling at the Jericho prospect, in joint operation with OZ Minerals, was suspended throughout the financial year while OZ Minerals investigated underground mining scenarios. That led to publication in July 2020 of the maiden resource estimate and OZ Minerals’ determination that Jericho, in its present context, is unlikely to proceed as a viable development. While OZ Minerals’ review unfolded Minotaur’s effort was directed to drill target generation in the near vicinity to Jericho with the objective of locating a similar style and size deposit that collectively could justify a development objective. Ground EM work in March illustrated this possibility with revelation of the ‘Big Foot’ conductive anomaly just north-east of the Eloise mine and slightly along strike from earlier mineralisation intersections at ‘Iris’ and ‘Electra’. A joint operation between Minotaur, OZ Minerals and Sandfire Resources (tenement holder) became effective in February 2020. The ‘Breena Plains JV’ provides regional scope for Minotaur to locate new prospects proximal to Jericho, for assessment. OZ Minerals will fund the initial $1 million, first year, minimum expenditure obligation. Minotaur identified a set of structural corridors, buried under surface colluvials, that potentially represent conduits for mineralised fluid flow. A series of ground EM surveys were arranged to generate exploration targets. All field activity was put on hold from April 2020 while the COVID-19 event prevailed, until a resumption of work became permissible from end of July 2020 with re-opening of the Queensland border. 7 Minotaur Exploration Annual Report 2020 Sunset at the Seer drill site Research & Development Minotaur maintains an active R&D plan, mainly through the services of specialist agencies such as CSIRO and University of Newcastle’s research laboratories. Minotaur’s primary exercise is investigation into new industrial applications for nanoparticles; halloysite nanoclays within the kaolin complex. Natural Nanotech Pty Ltd, a company equally owned by Minotaur and Andromeda Metals, was incorporated to pursue technology developments and commercial opportunities. NNT’s first project initiated on 1 July 2020. Business strategies and prospects Retention of active joint operations with OZ Minerals is a primary strategy for Minotaur, as OZ Minerals’ need to cement a portfolio of pre-development assets dovetails nicely with Minotaur’s preference for high risk exploration projects to be externally funded. This has been the case with the Eloise and Jericho joint operations, where OZL has thus far invested $20 million into Minotaur’s tenements. Ongoing investment by OZ Minerals demonstrates Minotaur’s engagement strategy. At the same time, the Company seeks to build its own wholly owned asset base where exploration success could deliver significant shareholder value. Purchase of the Windsor tenement package and upcoming field activity are intended to deliver that outcome. Similarly, Minotaur has an extensive land position over the Peake and Denison Inlier, South Australia where, on the edge of the Gawler Craton, the Company’s technical team has postulated the presence of IOCG and Broken Hill type mineralisation. This ‘outside the box’ thinking could possibly unveil a new exploration frontier 750km north of Adelaide. At its core, Minotaur has steadily developed a strong skill set to apply in the search for minerals systems not tangibly evident due to their deep, buried nature. Minotaur’s shareholders largely anticipate this approach will be productive and continue to be supportive of the Company’s efforts. Information in this report that relates to Exploration Results, Mineral Resources or Ore Reserves is based on information compiled by Dr A. P. Belperio, who is a director of the Company and a Fellow of the Australasian Institute of Mining and Metallurgy. Dr A. P. Belperio has a minimum of 5 years 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 2012 Edition of the “Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves”. Dr A. P. Belperio consents to the inclusion in the report of the matters based on his information in the form and context in which it appears. Minotaur Exploration Annual Report 2020 8 Directors’ Report Names, qualifications, experience and special responsibilities Dr Antonio Belperio (BSc (Hons), PhD, FAusIMM) Executive Director to 28 November 2019, Non-Executive Director from 29 November 2019 Dr Belperio has an Honours Degree in Geology from the University of Adelaide, a PhD from James Cook University, and a diverse background in a wide variety of geological disciplines, including marine geology, environmental geology and mineral exploration. He has over 35 years’ experience in university, government and the mineral exploration industry. Dr Belperio is also a former director of Thomson Resources Ltd (ASX: TMZ; Resigned 2019), a public company listed on the ASX. Dr Roger Higgins (BE (Hons), MSc, PhD, FIEAust, FAusIMM) Non-Executive Chairman Dr Higgins has over 40 years’ experience in mine management, project development and sustainability, and is a current director of Newcrest Mining Ltd (ASX: NCM) and Worley Ltd (ASX: WOR), and a former director of Metminco Ltd (resigned 2019) and Blackthorn Resources Ltd (resigned 2014), all public companies listed on the ASX. He is also a current director and a former Managing Director of Ok Tedi Mining Limited in Papua New Guinea. As Chairman of Minotaur Exploration Ltd, he is responsible for the management of the board as well as the general strategic direction of the Company. Mr George McKenzie (BA LLB (cum laude), FAICD, MtB (Order of Merit)) Non-Executive Director George McKenzie is a commercial lawyer with over 25 years’ experience representing many of South Australia’s explorers and mine developers. He was a long standing Councillor of the South Australian Chamber of Mines and Energy Inc. (SACOME), having served as Vice-President and member of the Executive Committee of the Chamber. Mr McKenzie was also a member of the Minerals and Energy Advisory Council which advises the Minister of Mineral Resources and Energy on strategic issues, from inception of the Council in 2000 until 30 June 2019. Mr Andrew Woskett (B Eng, M Comm Law, FAusIMM) Managing Director Andrew Woskett has over 35 years’ project and corporate experience in the mining industry. He held senior development responsibility roles for a variety of Australian mining landmarks in gold, copper, iron ore and coal. He has had several roles as managing director of resource development companies culminating in his tenure as managing director of Minotaur since early 2010. Andrew is a Fellow of the Australasian Institute of Mining and Metallurgy. Mr Varis Lidums (BEc, LLB, CA, MBA) Company Secretary Mr Lidums is a Chartered Accountant and qualified lawyer with over 25 years’ experience in the resources, energy and accounting industries. He has held senior roles with BP, Shell and ConocoPhillips and is a current Councillor of the South Australian Chamber of Mines and Energy Inc. (SACOME). Mr Lidums has been the Commercial Manager at Minotaur Exploration Ltd since 1 March 2011. Operating Results The consolidated loss of the group after providing for income tax amounted to $3,119,741 (2019: $4,160,504). 9 Minotaur Exploration Annual Report 2020 Interests in the shares and options of the company and related bodies corporate As at the date of this report, the interests of the directors in office in the shares and options of Minotaur Exploration Limited were: Antonio Belperio Roger Higgins George McKenzie Andrew Woskett Number of ordinary shares Number of options over ordinary shares 2,477,036 2,864,159 1,059,100 1,040,000 3,200,000 4,000,000 3,200,000 7,800,000 Dividends paid or recommended No dividends were paid or declared since the start of the financial year. No recommendation for payment of dividends has been made. Principal activities The principal activities of the consolidated group during the financial year were: • To secure new tenements with potential for mineralisation; and • To evaluate results achieved through surface sampling, drilling and geophysical surveys carried out during the year. Risk management The Group takes a proactive approach to risk management. The Board is responsible for ensuring that risks, and also opportunities, are identified on a timely basis and that the Group’s objectives and activities are aligned with the risks and opportunities identified by the Board. The Group believes that it is crucial for all Board members to be a part of this process, and as such the Board has not established a separate risk management committee other than the Audit, Business Risk and Compliance Committee. The Board has a number of mechanisms in place to ensure that management’s objectives and activities are aligned with the risks identified by the Board. These include the following: • Board approval of a strategic plan designed to meet stakeholders’ needs and manage business risk. • Implementation of Board approved operating plans and budgets and Board monitoring of progress against these budgets, including the establishment and monitoring of performance indicators of both a financial and non-financial nature. Significant changes in the state of affairs Impact of COVID-19 COVID-19 and regulatory controls arising from it resulted in all field activity being put on hold from April 2020, until a resumption of work became permissible from end of July 2020 with re-opening of the Queensland border. The initial stages of COVID-19 regulation, whilst impacting on capital raising sentiment, did not directly impact the Company as it was not seeking to raise capital at that time. As part of the Company’s COVID-19 response measures, all directors and staff received a 20% temporary reduction in remuneration from 1 April 2020. Payment of Non-Executive directors’ fees for the June 2020 quarter has also been deferred to October 2020. As has been demonstrated, when the Company was ready to both raise capital and undertake exploration activities on its projects in Queensland from the end of July 2020, it was able to do both with a heavily oversubscribed Share Placement raising $4m and completing an Eloise JV drill program testing its Seer and Big Foot targets in August/September 2020. Minotaur Exploration Annual Report 2020 10 Directors’ Report Other than Queensland border restrictions that may prevent the Groups access to its projects situated at this location, the Board does not consider the present level of COVID-19 restrictions will impact on it effectively carrying out its activities going forward in the foreseeable future. No other significant changes occurred during the year. Environmental regulations The Group is aware of its responsibility to impact as little as possible on the environment and, where there is any disturbance, to rehabilitate sites. During the year the majority of work carried out was in Queensland and the Group followed procedures and pursued objectives in line with guidelines published by the Queensland Government. These guidelines are quite detailed and encompass the impact on owners and land users, heritage, health and safety and proper restoration practices. The Group adheres to regulatory guidelines, and any local conditions applicable, both in South Australia and elsewhere. The Group has not been in breach of any State or Commonwealth environmental rules or regulations during the period. Events since the end of the reporting period • On 20 August 2020, the Company announced it had entered into a Binding Term Sheet to acquire the “Pyramid” tenement package, 180km south of Townsville, Queensland. Under the terms of the acquisition, the Group will make an Option fee payment of $25,000 to the vendor for a 60 day exclusivity period in which to complete its due diligence, in satisfaction of which the parties will enter into the proposed Sale and Purchase Agreement (S&PA). Under the S&PA, the Group will commit to pay $150,000 cash (including the Option fee paid) and allot $150,000 in MEP shares (based on a 5 day VWAP) in return for final transfer of titles. Executive Team Assistant, Tori Druwitt, pegging holes at Big Foot Senior Geologist, Andrew Burtt, photographing core at Seer 11 Minotaur Exploration Annual Report 2020 On the Groups publication of a JORC Resource of at least 25,000 oz Au grading not less than 1.8g/t Au it will pay $150,000 cash, otherwise within 24 months of Completion, the Company will allot a further $150,000 in MEP shares. A 1.5% NSR will apply to the first 50,000oz Au produced. At the date of signing this Report, the Group is continuing its due diligence. • On 26 August 2020, the Company announced its successful completion of a share placement raising $4,050,000 before associated costs. The number of new shares issued as part of the placement was 81,000,000 at $0.05 per share. • On 27 August 2020, the Group divested its entire share holding in Auroch Minerals Ltd (ASX: AOU). The total consideration received was $1,565,696. • On 23 September 2020, the Company announced its successful completion of a share purchase plan raising $2,113,183 before associated costs. The number of new shares issued as part of the share purchase plan was 42,263,650 at $0.05 per share. No other matter or circumstance has arisen since 30 June 2020 that has significantly affected the Group’s operations, results or state of affairs, or may do so in the future. Unissued shares under option Unissued ordinary shares of Minotaur Exploration Limited under option at the date of this report are: Date options granted Expiry date Exercise price of shares $ Number under option Unlisted 07/09/2016 12/12/2018 29/11/2019 29/11/2019 03/03/2020 03/03/2020 06/09/2021 31/12/2021 28/11/2022 28/11/2022 28/11/2022 28/11/2022 0.1150 0.0525 0.1000 0.1200 0.1000 0.1200 2,530,000 7,500,000 11,400,000 6,800,000 5,250,000 2,750,000 36,230,000 Shares issued as a result of exercise of options During or since the end of the financial year, the Company did not issue any ordinary shares as a result of the exercise of options (2019: Nil). Indemnification and insurance of directors and officers To the extent permitted by law, the Company has indemnified (fully insured) each director and the secretary of the Company for an annual premium of $16,194. The liabilities insured include costs and expenses that may be incurred in defending civil or criminal proceedings (that may be brought) against the officers in their capacity as officers of the Company or a related body, and any other payments arising from liabilities incurred by the officers in connection with such proceedings, other than where such liabilities arise out of conduct involving a wilful breach of duty by the officers or the improper use by the officers of their position or of information to gain advantage for themselves or someone else or to cause detriment to the Company. Minotaur Exploration Annual Report 2020 12 Directors’ Report Remuneration Report - Audited This report outlines the remuneration arrangements in place for directors and other key management personnel of Minotaur Exploration Limited in accordance with the requirements of the Corporations Act 2001 (the Act) and its regulations. This information has been audited as required by section 308(3C) of the Act. Introduction The remuneration report details the remuneration arrangements for key management personnel who are defined as those persons having authority and responsibility for planning, directing and controlling the major activities of the Company and the Group, directly or indirectly, including any director (whether executive or otherwise) of the Parent. These are as follows: Dr Antonio Belperio Executive Director to 28 November 2019, Non-Executive Director from 29 November 2019 Dr Roger Higgins Non-Executive Chairman Mr Varis Lidums Commercial Manager and Company Secretary Mr Glen Little Exploration and Business Development Manager Mr George McKenzie Non-Executive Director Mr Andrew Woskett Managing Director Remuneration philosophy Executive remuneration policies and structures The Board is responsible for determining remuneration policies applicable to directors and senior executives of the Group. The broad policy is to ensure that remuneration properly reflects the individual’s duties and responsibilities and that remuneration is competitive in attracting, retaining and motivating people with appropriate skills and experience. When determining remuneration the Board has regard to the Group’s financial performance and capacity. How executive remuneration policies and structures are determined Decisions about executive remuneration are guided by the following four principles: • Fairness: provide a fair level of reward to all employees • Outcomes: ensure correlation between reward and performance • Alignment: as far as possible align employee and shareholder interests • Corporate Culture: facilitate leadership standards that create a culture aligned to shareholders’ interests. Fixed remuneration Fixed remuneration consists of base salary, superannuation and other non-monetary benefits and is designed to reward for: • The scope of the executive’s role; • The executive’s skills, experience and qualifications; and • Individual performance. It is set with reference to comparable roles in similar companies. Employment contracts The employment conditions of the Managing Director, Mr Andrew Woskett, are formalised in a consultancy agreement. Mr Woskett commenced as a consultant to Minotaur on 1 March 2010 and his annual retainer is $355,675 per annum, exclusive of GST. The Company may terminate the consultancy agreement without cause by providing three (3) months written notice and paying a severance amount equal to nine (9) months’ retainer. Termination payments are generally not payable 13 Minotaur Exploration Annual Report 2020 on resignation or dismissal for serious misconduct. In the instance of serious misconduct the Company can terminate the agreement at any time. The employment conditions of Dr Antonio Belperio changed immediately after the Company’s AGM on 28 November 2019, where he resigned as an Executive Director of the Company and was appointed as a Non-Executive Director of the Company. A summary of his employment conditions prior to his resignation as an Executive Directors are as follows: Executive Director The employment conditions of Dr Antonio Belperio are formalised in a contract of employment. Dr Belperio commenced employment on 1 January 2005 and his gross salary, inclusive of the 9.5% superannuation guarantee, is $225,500 per annum. The Company may terminate the employment contract without cause by providing six (6) months written notice or making payment in lieu of notice, based on the annual salary component. Termination payments are generally not payable on resignation or dismissal for serious misconduct. In the instance of serious misconduct the Company can terminate employment at any time. On 28 November 2019, Dr Antonio Belperio ceased employment with the Company. Non-Executive Director On 29 November 2019, Dr Antonio Belperio was appointed as a Non-Executive Director of the Company and is paid an annual retainer of $45,000 per annum. Dr Belperio is also engaged by the Company as a consultant. The employment conditions of the Exploration and Business Development Manager, Mr Glen Little, are formalised in a contract of employment. Mr Little commenced employment on 28 October 2014 and his gross salary, inclusive of the 9.5% superannuation guarantee, is $201,600 per annum. Mr Little is also entitled to the lease of a motor vehicle, with the total cost to the Company totalling $20,000 per annum. If in a particular year the cost to the Company is less than $20,000, the difference will be paid to Mr Little as additional remuneration. The Company may terminate the employment contract without cause by providing one (1) month written notice or making payment in lieu of notice, based on the annual salary component. Termination payments are generally not payable on resignation or dismissal for serious misconduct. In the instance of serious misconduct the Company can terminate employment at any time. The employment conditions of the Commercial Manager and Company Secretary (effective 1 July 2016), Mr Varis Lidums, are formalised in a contract of employment. Mr Lidums commenced employment on 1 March 2011 and his gross salary, inclusive of the 9.5% superannuation guarantee, is $204,750 per annum. The Company may terminate the employment contract without cause by providing one (1) month written notice or making payment in lieu of notice, based on the annual salary component. Termination payments are generally not payable on resignation or dismissal for serious misconduct. In the instance of serious misconduct the Company can terminate employment at any time. The table below details the conditions under which non-executive directors of the Company are remunerated: Non-Executive Directors Dr Roger Higgins Non-Executive Chairman Dr Antonio Belperio Non-Executive Director Mr George McKenzie Non-Executive Director * From 29 November 2019. Annual Retainer $ 90,000 45,000* 45,000 As part of the Company’s COVID-19 response measures, all directors and key management personal received a 20% temporary reduction in remuneration from 1 April 2020. Payment of Non-Executive directors’ fees for the June 2020 quarter has also been deferred to October 2020. Minotaur Exploration Annual Report 2020 14 Directors’ Report Key management personnel remuneration and equity holdings The Board currently determines the nature and amount of remuneration for board members and senior executives of the Group. The policy is to align director and executive objectives with shareholder and business objectives by providing a fixed remuneration component and offering specific long-term incentives. The executive directors and other executives receive a superannuation guarantee contribution when required by law, which is currently 9.5%, and do not receive any other retirement benefits. Some individuals, however, may choose to sacrifice part of their salary to increase payments towards superannuation. All remuneration paid to directors and other key management personnel is expensed as incurred. Key management are also entitled to participate in the Group’s share option scheme. Options are valued using the Black-Scholes methodology. The board policy is to remunerate non-executive directors at market rates based on comparable companies for time, commitment and responsibilities. The board determines payments to non-executive directors and reviews their remuneration annually, based on market practice, duties and accountability. Independent external advice is sought when required. Table 1: Director remuneration for the year ended 30 June 2020 and 30 June 2019 Short Term Employee Benefits Salary Post Employment Share-based payments Totals Performance Based Percentage of Remuneration & Fees (i) Bonus Superannuation Options (ii) $ % Antonio Belperio 2020 2019 Roger Higgins 2020 2019 George McKenzie 2020 2019 Andrew Woskett 2020 2019 Total 2020 2019 89,685 - 205,936 10,297 14,891 20,542 52,000 - 156,576 236,775 85,500 90,000 42,750 45,000 339,259 - - - - - 355,675 17,784 - - - - - - 65,000 150,500 - 90,000 52,000 - 126,800 - 94,750 45,000 466,059 373,459 557,194 - 696,611 28,081 14,891 20,542 295,800 867,885 - 745,234 - - - - - - - - - - 15 Minotaur Exploration Annual Report 2020 Table 2: Remuneration of other key management personnel for the year ended 30 June 2020 and 30 June 2019 Short Term Employee Benefits Post Employment Share-based payments Totals Performance Based Percentage of Remuneration Salary & Fees Bonus Superannuation Options $ % 177,637 - 176,921 8,904 183,285 - 183,228 8,767 360,922 - 360,149 17,671 16,876 17,785 17,412 18,240 34,288 36,025 5,350 19,250 8,500 13,090 13,850 32,340 199,863 222,860 209,197 223,325 409,060 446,185 - - - - - - Varis Lidums 2020 2019 Glen Little 2020 2019 Total 2020 2019 Share based payments, being options issued to directors and employees under the Company’s Employee Share Option Plan, are recognised at fair value using the Black-Scholes pricing model. i. As part of the Company’s COVID-19 response measures, all directors received a 20% reduction in fees from 1 April 2020. Fees relating to Non-Executive Directors reported in the remuneration table above include an accrual for the June 2020 quarter fees at this reduced rate. It is noted that payment of the June 2020 quarter fees have been deferred to October 2020. ii. It is noted that share-based payments reported in the remuneration tables above are not cash payments and represent the fair value of options at the date of issue using the Black-Scholes pricing model. Senior Geophysicist, Louise L’Oste-Brown, collecting drill chip samples at Seer Minotaur Exploration Annual Report 2020 16 Directors’ Report Cultural heritage survey with Jangga at Windsor project Other transactions with key management personnel Throughout the year $57,020 (2019: $55,933) (inclusive of GST) was paid to a related entity of Dr Antonio Belperio under a commercial lease agreement for the use of warehouse space located at Magill, South Australia. Bonuses No bonuses were paid during the 2020 financial year. During the 2019 financial year a number of Minotaur’s key management personnel received a cash bonus. Bonuses are paid at the discretion of the Board. All available bonuses to directors and other key management personnel were paid during the year. Share based remuneration Options may be granted to key management personnel at the discretion of the Board under an Employee Share Option Plan. All options refer to options over ordinary shares of the Company, which are exercisable on a one-for-one basis under the terms of the agreements. All options expire on the earlier of their expiry date or termination of the individual’s employment. Details of options over ordinary shares in the Company that were granted during the year as remuneration to each director are set out below: Number granted Grant date Value per option at grant date $ Value of options at grant date $ Number vested Exercise price $ Last exercise date Directors Antonio Belperio 2,000,000 29/11/19 Antonio Belperio 1,200,000 29/11/19 Roger Higgins 2,500,000 29/11/19 Roger Higgins 1,500,000 29/11/19 George McKenzie 2,000,000 29/11/19 George McKenzie 1,200,000 29/11/19 Andrew Woskett 4,900,000 29/11/19 Andrew Woskett 2,900,000 29/11/19 0.017 0.015 0.017 0.015 0.017 0.015 0.017 0.015 34,000 2,000,000 18,000 1,200,000 42,500 2,500,000 22,500 1,500,000 34,000 2,000,000 18,000 1,200,000 83,300 4,900,000 43,500 2,900,000 0.10 0.12 0.10 0.12 0.10 0.12 0.10 0.12 28/11/22 28/11/22 28/11/22 28/11/22 28/11/22 28/11/22 28/11/22 28/11/22 17 Minotaur Exploration Annual Report 2020 Details of options over ordinary shares in the Company that were granted during the year as remuneration to each of the other key management personnel are set out below: Number granted Grant date Value per option at grant date $ Value of options at grant date $ Number vested Exercise price $ Last exercise date Other key management Varis Lidums Varis Lidums Glen Little Glen Little 600,000 03/03/20 350,000 03/03/20 1,000,000 03/03/20 500,000 03/03/20 0.006 0.005 0.006 0.005 3,600 1,750 600,000 350,000 6,000 1,000,000 2,500 500,000 0.10 0.12 0.10 0.12 28/11/22 28/11/22 28/11/22 28/11/22 Options held by key management personnel The number of options to acquire shares in the Company held during the 2020 reporting period by each of the key management personnel of the Group; including their related parties are set out below: Balance at beginning of period Granted as remuneration Exercised Expired Balance at end of period Expiry date First exercise date Directors – Unlisted options Antonio Belperio 2,750,000 3,200,000 Roger Higgins 2,500,000 4,000,000 George McKenzie 2,000,000 3,200,000 Andrew Woskett 5,000,000 7,800,000 Other key management – Unlisted options Varis Lidums Varis Lidums 450,000 400,000 Varis Lidums 1,250,000 - - - Varis Lidums - 950,000 Glen Little Glen Little Glen Little Glen Little 1,000,000 250,000 850,000 - - - - 1,500,000 Shares held by key management personnel - - - - - - - - - - - - (2,750,000) 3,200,000 28/11/22 29/11/19 (2,500,000) 4,000,000 28/11/22 29/11/19 (2,000,000) 3,200,000 28/11/22 29/11/19 (5,000,000) 7,800,000 28/11/22 29/11/19 (450,000) - 21/11/19 20/11/14 - - - 400,000 06/09/21 07/09/16 1,250,000 31/12/21 12/12/18 950,000 28/11/22 03/03/20 (1,000,000) - 21/11/19 20/11/14 - - - 250,000 06/09/21 07/09/16 850,000 31/12/21 12/12/18 1,500,000 28/11/22 03/03/20 The number of fully paid ordinary shares in the Company held during the 2020 reporting period by each of the key management personnel of the Group; including their related parties are set out below. Directors Antonio Belperio Roger Higgins George McKenzie Andrew Woskett Other key management Varis Lidums Glen Little Balance at 1 July 2019 On-market acquisitions Disposals Balance 30 June 2020 2,477,036 1,000,000 1,059,100 205,000 - 58,956 - 1,864,159 - 835,000 - - - - - - - - 2,477,036 2,864,159 1,059,100 1,040,000 - 58,956 Minotaur Exploration Annual Report 2020 18 Directors’ Report Use of remuneration consultants During the financial year, there were no remuneration recommendations made in relation to key management personnel for the Company by any remuneration consultants. Voting and comments made at the Company’s 2019 Annual General Meeting Minotaur Exploration Ltd received more than 96% of “yes” votes on its remuneration report for the 2019 financial year by proxy. The Company did not receive any feedback at the Annual General Meeting on its remuneration report. End of audited remuneration report. Directors’ meetings The number of meetings of directors (including meetings of committees of directors) held during the year and the number of meetings attended by each director were as follows: Director Antonio Belperio Roger Higgins George McKenzie Andrew Woskett Directors’ Meetings Audit Committee Eligible Attended Eligible Attended 6 6 6 6 6 6 6 6 - 2 2 - - 2 2 - Proceedings on behalf of the group No person has applied for leave of Court to bring proceedings on behalf of the Group or intervene in any proceedings to which the Group is a party for the purpose of taking responsibility on behalf of the Group for all or any part of those proceedings. Senior Geologist, Andrew Burtt, discussing the planned drilling at the Seer prospect with a driller 19 Minotaur Exploration Annual Report 2020 Non-audit services During the year, Grant Thornton Audit Pty Ltd, the Company’s auditors, performed certain other services in addition to their statutory audit duties. The Board has considered the non-audit services provided during the year by the auditor and is satisfied that the provision of those non-audit services during the year is compatible with, and did not compromise, the auditor independence requirements of the Corporations Act 2001 for the following reasons: • all non-audit services were subject to the corporate governance procedures adopted by the Company to ensure they do not impact upon the impartiality and objectivity of the auditor; and • the non-audit services do not undermine the general principles relating to auditor independence as set out in APES 110 Code of Ethics for Professional Accountants, as they did not involve reviewing or auditing the auditor’s own work, acting in a management or decision-making capacity for the Company, acting as an advocate for the Company or jointly sharing risks and rewards. Details of the amounts paid to the auditors of the Company, Grant Thornton Audit Pty Ltd, and its related practices for audit and non-audit services provided during the year are set out in Note 23 to the Financial Statements. A copy of the Auditor’s Independence Declaration as required under s307C of the Corporations Act 2001 is included on page 21 of this financial report and forms part of this Directors’ Report. Signed in accordance with a resolution of the directors: Roger Higgins Chair Dated this 25th day of September 2020 Minotaur Exploration Annual Report 2020 20 AUDITOR’S INDEPENDENCE DECLARATION 21 Minotaur Exploration Annual Report 2020 FINANCIAL REPORT Consolidated Statement of Profit or Loss and Other Comprehensive Income for the year ended 30 June 2020 Revenue Other income Impairment of exploration and evaluation assets Project generation costs Employee benefits expense Depreciation expense Finance costs Other expenses Loss before income tax expense Income tax benefit Loss for the year Consolidated Group 30 June 2020 $ 30 June 2019 $ 92,126 1,584,256 (3,050,565) (368,970) (835,873) (236,631) (36,150) (801,545) 311,654 138,715 (2,960,520) (194,897) (610,228) (126,364) - (914,119) Note 4 (a) 4 (b) 4 (c) 4 (c) 4 (d) 4 (c) 14 4 (e) (3,653,352) (4,355,759) 5 533,611 195,255 (3,119,741) (4,160,504) Other comprehensive income (net of tax) Items that will not be subsequently reclassified to profit or loss Loss on equity instruments designated at fair value through other comprehensive income Total comprehensive income for the year attributable to the members of the parent entity Earnings per share Basic earnings per share (cents) Diluted earnings per share (cents) (697,828) (295,683) (3,817,569) (4,456,187) 6 6 (0.88) (0.88) (1.44) (1.44) The above statement should be read in conjunction with the accompanying notes. Minotaur Exploration Annual Report 2020 22 FINANCIAL REPORT Consolidated Statement of Financial Position as at 30 June 2020 CURRENT ASSETS Cash and cash equivalents Trade and other receivables Other current assets Held-for-sale assets TOTAL CURRENT ASSETS NON-CURRENT ASSETS Financial assets Right-of-use assets Property, plant and equipment Exploration and evaluation assets TOTAL NON-CURRENT ASSETS TOTAL ASSETS CURRENT LIABILITIES Trade and other payables Lease liabilities Borrowings Short-term provisions TOTAL CURRENT LIABILITIES NON-CURRENT LIABILITIES Lease liabilities Borrowings Long-term provisions TOTAL NON-CURRENT LIABILITIES TOTAL LIABILITIES NET ASSETS EQUITY Issued capital Reserves Accumulated losses TOTAL EQUITY Consolidated Group 30 June 2020 30 June 2019 Note $ $ 7 8 9 10 11 14 12 13 16 14 17 18 14 17 18 19 20 21 2,420,189 434,485 137,875 2,992,549 - 2,992,549 901,655 861,845 490,754 6,257,579 8,511,833 3,985,806 284,215 136,307 4,406,328 635,222 5,041,550 332,672 - 500,554 7,589,649 8,422,875 11,504,382 13,464,425 1,840,938 2,925,298 229,214 23,504 368,830 - 26,713 438,028 2,462,486 3,390,039 662,841 1,246,797 24,663 1,934,301 4,396,787 7,107,595 49,684,911 (200,193) - 985,597 23,506 1,009,103 4,399,142 9,065,283 48,166,080 962,210 (42,377,123) (40,063,007) 7,107,595 9,065,283 The above statement should be read in conjunction with the accompanying notes. 23 Minotaur Exploration Annual Report 2020 Consolidated Statement of Changes in Equity for the year ended 30 June 2020 Issued Capital $ Note Consolidated Group Share Option Reserve $ Other Components of Equity (Note 20) Accumulated Losses Total Equity $ $ $ 48,166,080 1,147,705 (185,495) (40,063,007) 9,065,283 - - - 18 18 150,000 1,500,000 (131,169) - - - - - - - - - 341,050 (929,234) - 1,518,831 (588,184) - (3,119,741) (3,119,741) (697,828) - (697,828) (697,828) (3,119,741) (3,817,569) - - - - - 123,609 123,609 - - - - 929,234 (123,609) 150,000 1,500,000 (131,169) 341,050 - - 805,625 1,859,881 Balance at 1 July 2019 Comprehensive income Total loss for the year Other comprehensive income for the year Total comprehensive income for the year Transactions with owners, in their capacity as owners, and other transfers Issue of shares as part consideration for the acquisition of the Windsor project Issue of shares through Placement Transaction costs on shares issued Issue of options to directors and employees Transfers upon lapse of options Transfers upon sale of equity instruments Balance at 30 June 2020 49,684,911 559,521 (759,714) (42,377,123) 7,107,595 The above statement should be read in conjunction with the accompanying notes. Minotaur Exploration Annual Report 2020 24 FINANCIAL REPORT Consolidated Statement of Changes in Equity for the year ended 30 June 2020 (continued) Issued Capital $ Note Consolidated Group Share Option Reserve $ Other Components of Equity (Note 20) Accumulated Losses Total Equity $ $ $ 44,940,370 1,032,205 110,188 (35,902,503) 10,180,260 - - - 18 18 275,000 3,161,234 (210,524) - - - - - - - 3,225,710 115,500 115,500 - (4,160,504) (4,160,504) (295,683) - (295,683) (295,683) (4,160,504) (4,456,187) - - - - - - - - - - 275,000 3,161,234 (210,524) 115,500 3,341,210 Balance at 1 July 2018 Comprehensive income Total loss for the year Other comprehensive income for the year Total comprehensive income for the year Transactions with owners, in their capacity as owners, and other transfers Issue of shares as part consideration for the acquisition of the Highlands project Issue of shares through Share Placement and Share Purchase Plan Transaction costs on shares issued Issue of options to employees under the Company’s ESOP Balance at 30 June 2019 48,166,080 1,147,705 (185,495) (40,063,007) 9,065,283 The above statement should be read in conjunction with the accompanying notes. 25 Minotaur Exploration Annual Report 2020 Consolidated Statement of Cash Flows for the year ended 30 June 2020 Cash flows from operating activities Receipts from customers Payments to suppliers and employees Interest received COVID-19 cash flow boost received R&D tax incentive received Net cash used in operating activities Cash flows from investing activities Payments for property, plant and equipment Proceeds from sale of property, plant and equipment Purchase of equity instruments Proceeds from sale of equity instruments less costs Proceeds from sale of tenements Acquisition of Windsor and Highlands projects Option, exclusivity, extension and signing fees received Joint Operation receipts Government grants received for exploration activities Payment for exploration activities Net cash used in investing activities Cash flows from financing activities Proceeds from issue of shares through share purchase plan and share placement Payment of transaction costs for issue of shares Proceeds from Jericho project loan carry arrangement Repayment of borrowings Net cash provided by financing activities Net increase in cash and cash equivalents Cash at the beginning of the year Cash at the end of the year Note Consolidated Group 30 June 2020 $ 92,126 (1,676,263) 3,486 50,000 354,158 30 June 2019 $ 318,225 (1,762,801) 7,144 - 315,419 7 (1,176,493) (1,122,013) (8,952) 4,750 - 357,033 225,000 (150,000) 225,000 1,884,433 - (4,553,205) (2,015,941) 1,500,000 (131,169) 284,425 (26,439) (3,733) - (110,000) - - (125,000) 125,000 7,604,863 116,323 (8,090,695) (483,242) 3,161,234 (210,524) 644,131 (23,821) 1,626,817 3,571,020 1,565,617 3,985,806 2,420,189 1,965,765 2,020,041 3,985,806 7 The above statement should be read in conjunction with the accompanying notes. Minotaur Exploration Annual Report 2020 26 FINANCIAL REPORT Notes to the Consolidated Financial Statements for the year ended 30 June 2020 These consolidated financial statements and notes represent those of Minotaur Exploration Ltd and Controlled Entities (the ”consolidated group” or “group”). The separate financial statements of the parent entity, Minotaur Exploration Ltd, have not been presented within this financial report as permitted by the Corporations Act 2001. 1 SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES Basis of preparation The consolidated financial statements are general purpose financial statements that have 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 Group is a for-profit entity for financial reporting purposes under Australian Accounting Standards. Minotaur Exploration Limited is the Group’s Ultimate Parent Company. Minotaur Exploration Limited is a Public Company incorporated and domiciled in Australia. The address of its registered office is C/- O’Loughlins Lawyers, Level 2, 99 Frome Street, Adelaide SA 5000 and its principal place of business is Level 1, 8 Beulah Road, Norwood SA 5067. Australian Accounting Standards set out accounting policies that the Australian Accounting Standards Board has concluded would result in financial statements 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 as issued by the International Accounting Standards Board (IASB). Material accounting policies adopted in the preparation of these financial statements are presented below and have been consistently applied unless stated otherwise. Except for cash flow information, the financial statements have been prepared on an accruals basis and are based on historical costs, modified, where applicable, by the measurement at fair value of selected non-current assets, financial assets and financial liabilities. The consolidated financial statements for the year ended 30 June 2020 were approved and authorised for issue by the Board of Directors on 25 September 2020. a) Principle of Consolidation The consolidated financial statements incorporate the assets, liabilities and results of entities controlled by Minotaur Exploration Ltd at the end of the reporting period. The parent entity controls a subsidiary if it is exposed, or has rights, to variable returns from its involvement with the subsidiary and has the ability to affect those returns through its power over the subsidiary. Where controlled entities have entered or left the Group during the year, the financial performance of those entities is included only for the period of the year that they were controlled. A list of controlled entities is contained in Note 25 to the financial statements. In preparing the consolidated financial statements, all inter-group balances and transactions between entities in the consolidated group have been eliminated in full on consolidation. Non-controlling interests, being the equity in a subsidiary not attributable, directly or indirectly, to a parent, are reported separately within the equity section of the consolidated statement of financial position and statement of profit or loss and other comprehensive income. The non-controlling interests in the net assets comprise their interests at the date of the original business combination and their share of changes in equity since that date. b) Income Tax The income tax expense (revenue) for the year comprises current income tax expense (income) and deferred tax expense (income). Current income tax expense charged to profit or loss is the tax payable on taxable income. Current tax liabilities (assets) are measured at the amounts expected to be paid to (recovered from) the relevant taxation authority. Deferred income tax expense reflects movements in deferred tax asset and deferred tax liability balances during the year as well unused tax losses. 27 Minotaur Exploration Annual Report 2020 Current and deferred income tax expense (income) is charged or credited outside profit or loss when the tax relates to items that are recognised outside profit or loss. Except for business combinations, no deferred income tax is recognised from the initial recognition of an asset or liability, where there is no effect on accounting or taxable profit or loss. Deferred tax assets and liabilities are calculated at the tax rates that are expected to apply to the period when the asset is realised or the liability is settled and their measurement also reflects the manner in which management expects to recover or settle the carrying amount of the related asset or liability. Deferred tax assets relating to temporary differences and unused tax losses are recognised only to the extent that it is probable that future taxable profit will be available against which the benefits of the deferred tax asset can be utilised. Where temporary differences exist in relation to investments in subsidiaries, branches, associates, and joint ventures, deferred tax assets and liabilities are not recognised where the timing of the reversal of the temporary difference can be controlled and it is not probable that the reversal will occur in the foreseeable future. Current tax assets and liabilities are offset where a legally enforceable right of set-off exists and it is intended that net settlement or simultaneous realisation and settlement of the respective asset and liability will occur. Deferred tax assets and liabilities are offset where: a. a legally enforceable right of set-off exists; and b. the deferred tax assets and liabilities relate to income taxes levied by the same taxation authority on either the same taxable entity or different taxable entities where it is intended that net settlement or simultaneous realisation and settlement of the respective asset and liability will occur in future periods in which significant amounts of deferred tax assets or liabilities are expected to be recovered or settled. Tax consolidation The parent entity and its Australian wholly-owned entities are part of a tax-consolidated group under Australian taxation law. The head entity within the tax consolidation group for the purposes of the tax consolidation system is Minotaur Exploration Limited. Minotaur Exploration Limited and each of its own wholly-owned subsidiaries recognise the current and deferred tax assets and deferred tax liabilities applicable to the transactions undertaken by it, after elimination of intra-group transactions. Minotaur Exploration Limited recognises the entire tax-consolidated group’s retained tax losses. Research and development tax incentive To the extent that research and development costs are eligible activities under the “Research and development tax incentive” programme, a 43.5% refundable tax offset is available for companies with annual turnover of less than $20 million. The Group recognises refundable tax offsets based on management’s best estimate as an income tax benefit, in profit or loss, resulting from the monetisation of available tax losses that otherwise would have been carried forward. c) Property, Plant and Equipment Each class of property, plant and equipment is carried at cost as indicated less, where applicable, any accumulated depreciation and impairment losses. Land and buildings Buildings are measured on the cost basis and therefore carried at cost less accumulated depreciation for buildings and any accumulated impairment. In the event the carrying amount of buildings is greater than the estimated recoverable amount, the carrying amount is written down immediately to the estimated recoverable amount and impairment losses are recognised either in profit or loss or as a revaluation decrease if the impairment losses relate to a revalued asset. A formal assessment of recoverable amount is made when impairment indicators are present. Minotaur Exploration Annual Report 2020 28 FINANCIAL REPORT Notes to the Consolidated Financial Statements for the year ended 30 June 2020 1 SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES Plant and equipment Plant and equipment are measured on the cost basis and therefore carried at cost less accumulated depreciation and any accumulated impairment. In the event the carrying amount of plant and equipment is greater than the estimated recoverable amount, the carrying amount is written down immediately to the estimated recoverable amount and impairment losses are recognised either in profit or loss or as a revaluation decrease if the impairment losses relate to a revalued asset. A formal assessment of recoverable amount is made when impairment indicators are present. The carrying amount of property, plant and equipment is reviewed annually by directors to ensure it is not in excess of the recoverable amount from these assets. The recoverable amount is assessed on the basis of the expected net cash flows that will be received from the asset’s employment and subsequent disposal. The expected net cash flows have been discounted to their present values in determining recoverable amounts. The cost of fixed assets constructed within the consolidated group includes the cost of materials, direct labour, borrowing costs and an appropriate proportion of fixed and variable overheads. 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. All other repairs and maintenance are charged to the statement of profit or loss and other comprehensive income during the financial period in which they are incurred. Depreciation The depreciable amount of all fixed assets including buildings and capitalised lease assets, but excluding freehold land, is depreciated on a straight-line and diminishing value basis over the asset’s useful life to the consolidated group commencing from the time the asset is held ready for use. Leasehold improvements are depreciated over the shorter of either the unexpired period of the lease or the estimated useful lives of the improvements. The useful life for each class of depreciable assets are: Class of Fixed Asset Leasehold improvements Buildings Plant and equipment Motor vehicles Useful Life 3 – 7 years 20 years 2 – 20 years 6 – 10 years The assets’ residual values and useful lives are reviewed, and adjusted if appropriate, at the end of each reporting period. An asset’s carrying amount is written down immediately to its recoverable amount if the asset’s carrying amount is greater than its estimated recoverable amount. Gains and losses on disposals are determined by comparing proceeds with the carrying amount. These gains and losses are included in the statement of profit or loss and other comprehensive income. d) Exploration and Development Expenditure Exploration, evaluation and development expenditures incurred are capitalised in respect of each identifiable area of interest. These costs are only capitalised to the extent that they are expected to be recovered through the successful development of the area or where activities in the area have not yet reached a stage that permits reasonable assessment of the existence of economically recoverable reserves. Accumulated costs in relation to an abandoned area are written off in full against profit in the year in which the decision to abandon the area is made. When production commences, the accumulated costs for the relevant area of interest are amortised over the life of the area according to the rate of depletion of the economically recoverable reserves. 29 Minotaur Exploration Annual Report 2020 A regular review is undertaken of each area of interest to determine the appropriateness of continuing to capitalise costs in relation to that area of interest. Costs of site restoration are provided over the life of the project from when exploration commences and are included in the costs of that stage. Site restoration costs include the dismantling and removal of mining plant, equipment and building structures, waste removal, and rehabilitation of the site in accordance with local laws and regulations and clauses of the permits. Such costs have been determined using estimates of future costs, current legal requirements and technology on an undiscounted basis. Any changes in the estimates for the costs are accounted on a prospective basis. In determining the costs of site restoration, there is uncertainty regarding the nature and extent of the restoration due to community expectations and future legislation. Accordingly the costs have been determined on the basis that the restoration will be completed within one year of abandoning the site. e) Leases As explained in Note 1(u) below, the Group has changed its accounting policy for leases where the Group is the lessee. The new policy is described in Note 14, and the impact of the change in Note 1(u). Until 30 June 2019 Leases of fixed assets where substantially all the risks and benefits incidental to the ownership of the asset, but not the legal ownership, that is transferred to entities in the consolidated group, are classified as finance leases. Finance leases are capitalised by recognising an asset and a liability at the lower of the amounts equal to the fair value of the leased property or the present value of the minimum lease payments, including any guaranteed residual values. Lease payments are allocated between the reduction of the lease liability and the lease interest expense for the period. Leased assets are depreciated on a diminishing value basis over the shorter of their estimated useful lives or the lease term. Lease payments for operating leases, where substantially all the risks and benefits remain with the lessor, are recognised as expenses in the periods in which they are incurred. Set out below are the new accounting policies of the Group upon adoption of AASB 16, which have been applied from the date of initial application. It should be noted that on implementation of the new standard there was no financial impact. f) Financial instruments A financial instrument is any contract that gives rise to a financial asset of one entity and a financial liability or equity instrument of another entity. i. Financial assets Initial recognition and measurement Financial assets are classified, at initial recognition, as subsequently measured at amortised cost, fair value through other comprehensive income (OCI), and fair value through profit or loss. The classification of financial assets at initial recognition depends on the financial asset’s contractual cash flow characteristics and the Group’s business model for managing them. With the exception of trade receivables that do not contain a significant financing component or for which the Group has applied the practical expedient, the Group initially measures a financial asset at its fair value plus, in the case of a financial asset not at fair value through profit or loss, transaction costs. Trade receivables that do not contain a significant financing component or for which the Group has applied the practical expedient are measured at the transaction price determined under AASB 15. In order for a financial asset to be initially classified and measured at amortised cost or fair value through OCI, it needs to give rise to cash flows that are ‘solely payments of principal and interest (SPPI)’ on the principal amount outstanding. This assessment is referred to as the SPPI test and is performed at an instrument level. The Group’s business model for managing financial assets refers to how it manages its financial assets in order to generate cash flows. The business model determines whether cash flows will result from collecting contractual cash flows, selling the financial assets, or both. Minotaur Exploration Annual Report 2020 30 FINANCIAL REPORT Notes to the Consolidated Financial Statements for the year ended 30 June 2020 1 SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES Purchases or sales of financial assets that require delivery of assets within a time frame established by regulation or convention in the market place (regular way trades) are recognised on the trade date, i.e., the date that the Group commits to purchase or sell the asset. Subsequent measurement For purposes of subsequent measurement, financial assets are classified in four categories: • • • • Financial assets at amortised cost (debt instruments) Financial assets at fair value through OCI with recycling of cumulative gains and losses (debt instruments) Financial assets designated at fair value through OCI with no recycling of cumulative gains and losses upon derecognition (equity instruments) Financial assets at fair value through profit or loss Financial assets at amortised cost (debt instruments) The Group measures financial assets at amortised cost if both of the following conditions are met: • • The financial asset is held within a business model with the objective to hold financial assets in order to collect contractual cash flows; and The contractual terms of the financial asset give rise on specified dates to cash flows that are solely payments of principal and interest on the principal amount outstanding. Financial assets at amortised cost are subsequently measured using the effective interest (EIR) method and are subject to impairment. Gains and losses are recognised in profit or loss when the asset is derecognised, modified or impaired. The Group’s financial assets at amortised cost includes trade receivables and a joint operation loan receivable. Financial assets designated at fair value through OCI (equity instruments) Upon initial recognition, the Group can elect to classify irrevocably its equity investments as equity instruments designated at fair value through OCI when they meet the definition of equity under AASB 132 Financial Instruments: Presentation and are not held for trading. The classification is determined on an instrument-by-instrument basis. Gains and losses on these financial assets are never recycled to profit or loss. Dividends are recognised as other income in the statement of profit or loss when the right of payment has been established, except when the Group benefits from such proceeds as a recovery of part of the cost of the financial asset, in which case, such gains are recorded in OCI. Equity instruments designated at fair value through OCI are not subject to impairment assessment. The Group elected to classify irrevocably its listed equity investments under this category. Derecognition A financial asset (or, where applicable, a part of a financial asset or part of a group of similar financial assets) is primarily derecognised (i.e., removed from the Group’s consolidated statement of financial position) when: • • The rights to receive cash flows from the asset have expired; or The Group has transferred its rights to receive cash flows from the asset or has assumed an obligation to pay the received cash flows in full without material delay to a third party under a ‘pass-through’ arrangement; and either (a) the Group has transferred substantially all the risks and rewards of the asset, or (b) the Group has neither transferred nor retained substantially all the risks and rewards of the asset, but has transferred control of the asset. When the Group has transferred its rights to receive cash flows from an asset or has entered into a pass-through arrangement, it evaluates if, and to what extent, it has retained the risks and rewards of ownership. When it has neither transferred nor retained substantially all of the risks and rewards of the asset, nor transferred control of the asset, the Group continues to recognise the 31 Minotaur Exploration Annual Report 2020 transferred asset to the extent of its continuing involvement. In that case, the Group also recognises an associated liability. The transferred asset and the associated liability are measured on a basis that reflects the rights and obligations that the Group has retained. Continuing involvement that takes the form of a guarantee over the transferred asset is measured at the lower of the original carrying amount of the asset and the maximum amount of consideration that the Group could be required to repay. Impairment of financial assets The Group recognises an allowance for expected credit losses (ECLs) for all debt instruments not held at fair value through profit or loss. ECLs are based on the difference between the contractual cash flows due in accordance with the contract and all the cash flows that the Group expects to receive, discounted at an approximation of the original effective interest rate. The expected cash flows will include cash flows from the sale of collateral held or other credit enhancements that are integral to the contractual terms. ECLs are recognised in two stages. For credit exposures for which there has not been a significant increase in credit risk since initial recognition, ECLs are provided for credit losses that result from default events that are possible within the next 12-months (a 12-month ECL). For those credit exposures for which there has been a significant increase in credit risk since initial recognition, a loss allowance is required for credit losses expected over the remaining life of the exposure, irrespective of the timing of the default (a lifetime ECL). For trade receivables and contract assets, the Group applies a simplified approach in calculating ECLs. Therefore, the Group does not track changes in credit risk, but instead recognises a loss allowance based on lifetime ECLs at each reporting date. The Group considers a financial asset in default when contractual payments are 90 days past due. However, in certain cases, the Group may also consider a financial asset to be in default when internal or external information indicates that the Group is unlikely to receive the outstanding contractual amounts in full before taking into account any credit enhancements held by the Group. A financial asset is written off when there is no reasonable expectation of recovering the contractual cash flows. ii. Financial liabilities Initial recognition and measurement Financial liabilities are classified, at initial recognition, as financial liabilities at fair value through profit or loss, loans and borrowings, payables, or as derivatives designated as hedging instruments in an effective hedge, as appropriate. All financial liabilities are recognised initially at fair value and, in the case of loans and borrowings and payables, net of directly attributable transaction costs. The Group’s financial liabilities include trade and other payables, loans and borrowings including bank overdrafts, and derivative financial instruments. Subsequent measurement The measurement of financial liabilities depends on their classification, as described below: Loans and borrowings After initial recognition, interest-bearing loans and borrowings are subsequently measured at amortised cost using the EIR method. Gains and losses are recognised in profit or loss when the liabilities are derecognised as well as through the EIR amortisation process. Amortised cost is calculated by taking into account any discount or premium on acquisition and fees or costs that are an integral part of the EIR. The EIR amortisation is included as finance costs in the statement of profit or loss. This category generally applies to interest-bearing loans and borrowings. Derecognition A financial liability is derecognised when the obligation under the liability is discharged or cancelled or expires. When an existing financial liability is replaced by another from the same lender on substantially different terms, or the terms of an existing liability are substantially modified, such an exchange or modification is treated as the derecognition of the original liability and the recognition of a new liability. The difference in the respective carrying amounts is recognised in the statement of profit or loss. Minotaur Exploration Annual Report 2020 32 FINANCIAL REPORT Notes to the Consolidated Financial Statements for the year ended 30 June 2020 1 SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES g) Investments in associates, joint ventures and joint operations Associates are those entities over which the Group is able to exert significant influence but which are not subsidiaries. A joint venture is an arrangement that the Group controls jointly with one or more other investors, and over which the Group has rights to a share of the arrangement’s net assets rather than direct rights to underlying assets and obligations for underlying liabilities. A joint arrangement in which the Group has direct rights to underlying assets and obligations for underlying liabilities is classified as a joint operation. Investments in associates and joint ventures are accounted for using the equity method. Interests in joint operations are accounted for by recognising the Group’s assets (including its share of any assets held jointly), its liabilities (including its share of any liabilities incurred jointly), its revenue from the sale of its share of the output arising from the joint operation, its share of the revenue from the sale of the output by the joint operation and its expenses (including its share of any expenses incurred jointly). Any goodwill or fair value adjustment attributable to the Group’s share in the associate or joint venture is not recognised separately and is included in the amount recognised as investment. The carrying amount of the investment in associates and joint ventures is increased or decreased to recognise the Group’s share of the profit or loss and other comprehensive income of the associate and joint venture, adjusted where necessary to ensure consistency with the accounting policies of the Group. Unrealised gains and losses on transactions between the Group and its associates and joint ventures are eliminated to the extent of the Group’s interest in those entities. Where unrealised losses are eliminated, the underlying asset is also tested for impairment. h) Business combinations The Group applies the acquisition method in accounting for business combinations. The consideration transferred by the Group to obtain control of a subsidiary is calculated as the sum of the acquisition-date fair values of assets transferred, liabilities incurred and the equity interests issued by the Group, which includes the fair value of any asset or liability arising from a contingent consideration arrangement. Acquisition costs are expensed as incurred. The Group recognises identifiable assets acquired and liabilities assumed in a business combination regardless of whether they have been previously recognised in the acquiree’s financial statements prior to the acquisition. Assets acquired and liabilities assumed are generally measured at their acquisition-date fair values. Goodwill is stated after separate recognition of identifiable intangible assets. It is calculated as the excess of the sum of (a) fair value of consideration transferred, (b) the recognised amount of any non-controlling interest in the acquiree, and (c) acquisition-date fair value of any existing equity interest in the acquiree, over the acquisition-date fair values of identifiable net assets. i. Non-current assets held for sale and discontinued operations The Group classifies non-current assets and disposal groups as held for sale if their carrying amounts will be recovered principally through a sale transaction rather than through continuing use. Non-current assets and disposal groups classified as held for sale are measured at the lower of their carrying amount and fair value less costs to sell. Costs to sell are the incremental costs directly attributable to the disposal of an asset (disposal group), excluding finance costs and income tax expense. The criteria for held for sale classification is regarded as met only when the sale is highly probable and the asset or disposal group is available for immediate sale in its present condition. Actions required to complete the sale should indicate that it is unlikely that significant changes to the sale will be made or that the decision to sell will be withdrawn. Management must be committed to the plan to sell the asset and the sale expected to be completed within one year from the date of the classification. Property, plant and equipment and intangible assets are not depreciated or amortised once classified as held for sale. Assets and liabilities classified as held for sale are presented separately as current items in the statement of financial position. 33 Minotaur Exploration Annual Report 2020 j) Foreign currency transactions and balances Functional and presentation currency The functional currency of each of the Group’s entities is measured using the currency of the primary economic environment in which that entity operates. The consolidated financial statements are presented in Australian dollars which is the parent entity’s functional and presentation currency. Transactions and balances Foreign currency transactions are translated into functional currency using the exchange rates prevailing at the date of the transaction. Foreign currency monetary items are translated at the year end exchange rate. Non-monetary items measured at historical cost continue to be carried at the exchange rate at the date of the transaction. Non-monetary items measured at fair value are reported at the exchange rate at the date when fair values were determined. Exchange differences arising on the translation of monetary items are recognised in profit or loss, except where deferred in equity as a qualifying cash flow or net investment hedge. Exchange differences arising on the translation of non-monetary items are recognised directly in other comprehensive income to the extent that the underlying gain or loss is recognised in other comprehensive income; otherwise the exchange difference is recognised in profit or loss. k) Employee benefits Short-term employee benefits Short-term employee benefits are benefits, other than termination benefits, that are expected to be settled wholly within twelve (12) months after the end of the period in which the employees render the related service. Short-term employee benefits are measured at the undiscounted amounts expected to be paid when the liabilities are settled. Other long-term employee benefits The Group’s liabilities for long service leave are included in other long-term benefits as they are not expected to be settled wholly within twelve (12) months after the end of the period in which the employees render the related service. They are measured at the present value of the expected future payments to be made to employees. The expected future payments incorporate anticipated future wage and salary levels, experience of employee departures and periods of service, and are discounted at rates determined by reference to market yields at the end of the reporting period on high quality corporate bonds that have maturity dates that approximate the timing of the estimated future cash outflows. Any re-measurements arising from experience adjustments and changes in assumptions are recognised in profit or loss in the periods in which the changes occur. The Group presents employee benefit obligations as current liabilities in the statement of financial position if the Group does not have an unconditional right to defer settlement for at least twelve (12) months after the reporting period, irrespective of when the actual settlement is expected to take place. Equity-settled compensation The Group operates an employee share option plan. Share-based payments to employees are measured at the fair value of the instruments issued and amortised over the vesting periods. Share-based payments to non-employees are measured at the fair value of goods or services received or the fair value of the equity instruments issued, if it is determined the fair value of the goods or services cannot be reliably measured, and are recorded at the date the goods or services are received. The corresponding amount is recorded to the option reserve. The fair value of options is determined using the Black-Scholes pricing model. The number of options expected to vest is reviewed and adjusted at the end of each reporting period such that the amount recognised for services received as consideration for the equity instruments granted is based on the number of equity instruments that eventually vest. Minotaur Exploration Annual Report 2020 34 FINANCIAL REPORT Notes to the Consolidated Financial Statements for the year ended 30 June 2020 1 SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES l) Provisions Provisions are recognised when the Group has a legal or constructive obligation, as a result of past events, for which it is probable that an outflow of economic benefits will result and that outflow can be reliably measured. Provisions are measured using the best estimate of the amounts required to settle the obligation at the end of the reporting period. m) Cash and cash equivalents Cash and cash equivalents include cash on hand, deposits available on demand with banks, other short-term highly liquid investments with original maturities of 6 months or less, and bank overdrafts. Bank overdrafts are reported within short-term borrowings in current liabilities in the statement of financial position. n) Revenue and Other Income The Group generates revenues from management fees charged to joint operation partners for the management of exploration activities. This revenue is recognised over time as the management services are provided. Rental income from operating leases is recognised on a straight-line basis over the lease term. Interest income is reported on an accruals basis using the effective interest method. All revenue is stated net of the amount of goods and services tax (GST). o) Trade and other payables Trade and other payables represent the liabilities for goods and services received by the entity that remain unpaid at the end of the reporting period. The balance is recognised as a current liability with the amounts normally paid within 30-90 days of recognition of the liability. p) Borrowing costs Borrowing costs directly attributable to the acquisition, construction or production of assets that necessarily take a substantial period of time to prepare for their intended use or sale are added to the cost of those assets, until such time as the assets are substantially ready for their intended use or sale. All other borrowing costs are recognised in profit or loss in the period in which they are incurred. q) Goods and Services Tax (GST) 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 Taxation Office (ATO). Receivables and payables are stated inclusive of the amount of GST receivable or payable. The net amount of GST recoverable from, or payable to, the ATO is included with other receivables or payables in the statement of financial position. Cash flows are presented on a gross basis. The GST components of cash flows arising from investing or financing activities which are recoverable from, or payable to, the ATO are presented as operating cash flows included in receipts from customers or payments to suppliers. r) Government grants Government grants are recognised at fair value where there is reasonable assurance that the grant will be received and all grant conditions will be met. Grants relating to expense items are recognised as income over the periods necessary to match the grant to the costs they are compensating. Grants relating to capitalised exploration and evaluation expenditure are credited against the 35 Minotaur Exploration Annual Report 2020 exploration and evaluation assets to which they relate in order to match the grants received with the expenditure the grants are intended to compensate. s) Comparative figures When required by Accounting Standards, comparative figures have been adjusted to conform to changes in presentation for the current financial year. t) Going concern The Group’s financial statements are prepared on the going concern basis which assumes continuity of normal business activities and the realisation of assets and settlement of liabilities and commitments in the normal course of business. During the year ended 30 June 2020 the group recognised a loss of $3,111,741, had net cash outflows from operating and investing activities of $3,192,434, and had accumulated losses of $42,377,123 as at 30 June 2020. The continuation of the group as a going concern is dependent upon its ability to generate sufficient net cash inflows from operating and financing activities and manage the level of exploration and other expenditure within available cash resources. The Directors consider that the going concern basis of accounting is appropriate, as the company has the following options: • • • • The ability to issue share capital under the Corporations Act 2001, by a share purchase plan, share placement or rights issue; The option of farming out all or part of its assets; The option of selling interests in the Group’s assets; and The option of relinquishing or disposing of rights and interests in certain assets. In the event that the group is unsuccessful in implementing one or more of the funding options listed above, such circumstances would indicate that a material uncertainty exists that may cast significant doubt as to whether the group will continue as a going concern and therefore whether it will realise its assets and discharge its liabilities in the normal course of business and at the amounts stated in the financial report. This financial report does not include any adjustments relating to the recoverability and classification of recorded asset amounts or to the amounts and classification of liabilities that might be necessary should the Company not continue as a going concern. u) Critical Accounting Estimates and Judgements The directors evaluate estimates and judgments incorporated into the financial statements based on historical knowledge and best available current information. Estimates assume a reasonable expectation of future events and are based on current trends and economic data, obtained both externally and within the Group. Key estimates i. Impairment The Group assesses impairment at the end of each reporting period by evaluating conditions and events specific to the Group that may be indicative of impairment triggers. Recoverable amounts of relevant assets are reassessed using fair value less cost of disposal calculations which incorporate various key assumptions. ii. Exploration and evaluation expenditure The Group capitalises expenditure relating to exploration and evaluation where it is considered likely to be recoverable or where the activities have not reached a stage that permits a reasonable assessment of the existence of reserves. While there are certain areas of interest from which no reserves have been extracted, the directors are of the continued belief that such expenditure should not be written off since feasibility studies in such areas have not yet concluded. Such capitalised expenditure is carried at the end of the year at $6,257,579 (2019: $7,589,650). iii. Research and development incentive The Group currently recognises Research and Development incentives on an accrual basis of costs incurred during the financial year. Management complete a detailed estimate of the expected claim relating to the financial year based on current projects lodged with AusIndustry. Minotaur Exploration Annual Report 2020 36 FINANCIAL REPORT Notes to the Consolidated Financial Statements for the year ended 30 June 2020 1 SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES v) Changes in accounting policies New and amended standards adopted by the Group A number of new and revised standards became effective for the first time to annual periods beginning on or after 1 July 2019. Information on the more significant standards is presented below. AASB 16 Leases AASB 16 was issued in January 2016 and it replaces AASB 117 Leases, AASB Interpretation 4 Determining whether an Arrangement contains a Lease, AASB Interpretation-115 Operating Leases-Incentives and AASB Interpretation 127 Evaluating the Substance of Transactions Involving the Legal Form of a Lease. AASB 16 sets out the principles for the recognition, measurement, presentation and disclosure of leases and requires lessees to account for all leases under a single on-balance sheet model similar to the accounting for finance leases under AASB 117. The standard includes two recognition exemptions for lessees – leases of ’low-value’ assets (e.g., personal computers) and short-term leases (i.e., leases with a lease term of 12 months or less). At the commencement date of a lease, a lessee will recognise a liability to make lease payments (i.e., the lease liability) and an asset representing the right to use the underlying asset during the lease term (i.e., the right-of-use asset). Lessees will be required to separately recognise the interest expense on the lease liability and the depreciation expense on the right-of-use asset. Lessees will be also required to remeasure the lease liability upon the occurrence of certain events (e.g., a change in the lease term, a change in future lease payments resulting from a change in an index or rate used to determine those payments). The lessee will generally recognise the amount of the remeasurement of the lease liability as an adjustment to the right-of-use asset. Lessor accounting under AASB 16 is substantially unchanged from today’s accounting under AASB 117. Lessors will continue to classify all leases using the same classification principle as in AASB 117 and distinguish between two types of leases: operating and finance leases. Transition to AASB 16 The Group adopted AASB 16 using the modified retrospective method of adoption with the date of initial application of 1 July 2019. Under this method, the standard is applied retrospectively with the cumulative effect of initially applying the standard recognised at the date of initial application. The Group elected to use the transition practical expedient allowing the standard to be applied only to contracts that were previously identified as leases applying AASB 17 and AASB Interpretation 4 at the date of initial application. The Group also elected to use the recognition exemptions for lease contracts that, at the commencement date, have a lease term of 12 months or less and do not contain a purchase option (‘short-term leases’), and lease contracts for which the underlying asset is of low value (‘low-value assets’). The effect of adopting AASB 16 as at 1 July 2019 (increase/(decrease)) is, as follows: Operating lease commitments disclosed as at 30 June 2019 Add: new premises lease liabilities recognised as at 30 June 2019 (Less): short-term and low-value leases not recognised as a liability Lease liability recognised as at 1 July 2019 Of which are: Current lease liabilities Non-current lease liabilities 2019 $ 8,802 1,077,306 (8,802) 1,077,306 222,000 855,306 1,077,306 37 Minotaur Exploration Annual Report 2020 The associated right-of use assets for property leases were measured at the amount equal to the lease liability, adjusted by the amount of any prepaid or accrued lease payments relating to that lease recognised in the balance sheet as at 30 June 2019. The Group recognised right-of-use assets and lease liabilities for those leases previously classified as operating leases, except for short-term leases and leases of low-value assets. The right-of-use assets for most leases were recognised based on the carrying amount as if the standard had always been applied, apart from the use of incremental borrowing rate at the date of initial application. In some leases, the right-of-use assets were recognised based on the amount equal to the lease liabilities, adjusted for any related prepaid and accrued lease payments previously recognised. Lease liabilities were recognised based on the present value of the remaining lease payments, discounted using the incremental borrowing rate at the date of initial application. The Group also applied the available practical expedients wherein it: • Used a single discount rate to a portfolio of leases with reasonably similar characteristics • • • Relied on its assessment of whether leases are onerous immediately before the date of initial application Applied the short-term leases exemptions to leases with a lease term that ends within 12 months at the date of initial application Excluded the initial direct costs from the measurement of the right-of-use asset at the date of initial application • Used hindsight in determining the lease term where the contract contains options to extend or terminate the lease Summary of new accounting policies Set out at Note 14 are the new accounting policies of the Group upon adoption of AASB 16, which have been applied from the date of initial application. w) Standards, amendments and interpretations to existing standards that are not yet effective and have not been adopted early by the group There are no new standards, amendments or interpretations that are issued and not yet effective which will have a material impact on the Group in future years. None have been adopted early by the Group. 2 PARENT INFORMATION Assets Current assets Non-current assets Liabilities Current liabilities Non-current liabilities Equity Issued capital Reserves – Share option Accumulated losses Financial performance Loss for the year Other comprehensive income 30 June 2020 $ 3,605,535 7,699,411 30 June 2019 $ 4,108,163 7,676,811 11,304,946 11,784,974 2,925,890 1,271,461 4,197,351 49,684,911 559,521 1,710,588 1,009,103 2,719,691 48,166,080 1,147,705 (43,136,837) (40,248,502) 7,107,595 9,065,283 (3,817,569) (4,456,187) - - (3,817,569) (4,456,187) Minotaur Exploration Annual Report 2020 38 FINANCIAL REPORT Notes to the Consolidated Financial Statements for the year ended 30 June 2020 2 PARENT INFORMATION Guarantees Minotaur Exploration Limited has not entered into any guarantees, in the current or previous financial year, in relation to the debts of its subsidiaries. Contingent Liabilities Contingent liabilities of the parent entity have been incorporated into the Group information in Note 25. The contingent liabilities of the parent are consistent with that of the Group. Contractual Commitments Contractual Commitments of the parent entity have been incorporated into the Group information in Note 22. The contractual commitments of the parent are consistent with that of the Group. 3 OPERATING SEGMENTS The Board has considered the requirements of AASB 8 Operating Segments and the internal reports that are reviewed by the chief operating decision maker (the Managing Director) in allocating resources and have concluded, due to the Group being solely focused on exploration activity, at this time that there are no separately identifiable segments. As such there is one segment being the consolidated group. 4 REVENUE AND EXPENSES a) Revenue Administration fees Rent received Timing of revenue recognition Goods transferred at a point in time Services transferred over time Total revenue b) Other income Option, exclusivity, signing and extension fees received Net gain on disposal of exploration assets Bank interest received or receivable COVID-19 cash flow boost received or receivable Other income 39 Minotaur Exploration Annual Report 2020 Consolidated Group 30 June 2020 $ 80,366 11,760 92,126 92,125 - 92,125 225,000 1,240,708 3,486 100,000 15,062 30 June 2019 $ 292,086 19,568 311,654 311,654 - 311,654 125,000 - 7,144 - 6,571 1,584,256 138,715 c) Expenses Impairment of non-current assets Impairment of exploration and evaluation assets Total impairment of non-current assets Project generation costs Project generation costs Total project generation costs Depreciation of non-current assets Right-of-use assets Buildings Leasehold improvements Plant and equipment Motor vehicles Total depreciation of non-current assets d) Employee benefits expense 3,050,565 3,050,565 2,960,520 2,960,520 368,970 368,970 215,461 7,937 - 10,518 2,715 236,631 194,897 194,897 - 7,937 90,138 24,670 3,619 126,364 Wages, salaries, directors’ fees and other remuneration expenses 1,709,802 2,418,210 Superannuation expense Transfer from annual leave provision Transfer from long service leave provision Share options expense Transfer to exploration assets e) Other expenses Professional and consultancy Employee taxes and levies Occupancy costs Insurance costs ASX/ASIC costs Share register maintenance Communication costs Promotion and seminars Other expenses 119,292 (25,053) (42,988) 341,051 (1,266,231) 835,873 213,232 61,735 47,225 48,636 46,615 44,176 7,340 23,501 309,085 801,545 171,227 (67,194) (73,223) 115,500 (1,954,292) 610,228 227,982 104,556 265,221 48,232 40,235 22,340 7,328 47,951 150,274 914,119 Minotaur Exploration Annual Report 2020 40 FINANCIAL REPORT Notes to the Consolidated Financial Statements for the year ended 30 June 2020 5 INCOME TAX BENEFIT The major components of income tax benefit are: Statement of comprehensive income Current income tax Current income tax charge Research and development tax incentive Income tax benefit reported in the income statement Consolidated Group 30 June 2020 $ 30 June 2019 $ - (533,611) (533,611) - (195,255) (195,255) A reconciliation between tax expense and the product of accounting loss before income tax multiplied by the Group’s applicable income tax rate is as follows: Accounting loss before income tax Consolidated Group 30 June 2020 $ 30 June 2019 $ (3,653,352) (4,355,759) At the Group’s statutory income tax rate of 27.5% (2019: 27.5%) (1,004,672) (1,197,834) Expenditure not allowable for income tax purposes Revenue non-assessable for tax purposes Research and development tax incentive Tax losses not recognised due to not meeting recognition criteria 95,404 (27,500) (533,611) 936,768 (533,611) 32,053 - (195,255) 1,165,781 (195,255) The Group has tax losses arising in Australia of $87,961,446 (2019: $87,865,423) that are available indefinitely for offset against future taxable profits generated by the Group. In addition the Group has $8,049,531 (2019: $7,925,923) capital losses available. These losses include $72,537,535 tax losses and $2,323,426 capital losses transferred by members to the tax consolidated group. The utilisation of these losses will be restricted to their available fraction. Tax consolidation Minotaur Exploration Ltd and its 100% owned Australian resident subsidiaries have formed a tax consolidated group with effect from 5 February 2005. Breakaway Resources Ltd and its subsidiaries were included in the tax consolidated group upon their acquisition on 5 December 2013. On 29 August 2019, Altia Resources Pty Ltd left the tax consolidated group following the Group’s divestment in its shares in this subsidiary. On 20 May 2020, Scotia Nickel Pty Ltd also left the tax consolidated group upon its deregistration as a company. Minotaur Gold Solutions Pty Ltd joined the income tax consolidated group on 31 March 2017 and subsequently left the tax consolidated group on 29 August 2019, following the Group’s divestment in its shares in this subsidiary. Minotaur Exploration Ltd is the head entity of the tax consolidated group. 6 EARNINGS PER SHARE Basic earnings per share amounts are calculated by dividing net profit for the year attributable to ordinary equity holders of the parent by the weighted average number of ordinary shares outstanding during the year. 41 Minotaur Exploration Annual Report 2020 Diluted earnings per share amounts are calculated by dividing the net profit attributable to ordinary equity holders of the parent by the weighted average number of ordinary shares outstanding during the year plus the weighted average number of ordinary shares that would be issued on the conversion of all the dilutive potential ordinary shares into ordinary shares. The following reflects the income and share data used in the basic and diluted earnings per share computations: Net loss attributable to ordinary equity holders of the parent Weighted average number of ordinary shares for basic earnings per share Effect of dilution Consolidated Group 30 June 2020 ($3,119,741) 352,667,042 30 June 2019 ($4,160,504) 288,306,568 In accordance with AASB 133 ’Earnings per Share’, as potential ordinary shares may only result in a situation where their conversion results in an increase in loss per share or decrease in profit per share from continuing operations, no dilutive effect has been taking into account for 2020. As no dilutive effect has been taken into account for 2020, 36,230,000 potential ordinary shares have not been included in the calculation. 7 CASH AND CASH EQUIVALENTS Cash and cash equivalents Cash at bank and on hand Short-term deposits Consolidated Group 30 June 2020 $ 2,182,089 238,100 2,420,189 30 June 2019 $ 3,747,706 238,100 3,985,806 Cash at bank earns interest at floating rates based on daily deposit rates. Short-term deposits are made for varying periods between one month and six months, depending on the immediate cash requirements of the Group, and earn interest at the respective short-term deposit rate. Restricted cash The cash and cash equivalents disclosed above and in the statement of cash flows include $1,500,530. These funds have been received in advance for joint operation related exploration expenditure and are therefore not available for general use by the Group. In addition, included in short-term deposits is $238,100 relating to deposits to secure tenements and rental tenancy and as such is restricted for this use. Reconciliation to Statement of Cash Flows For the purpose of the Statement of Cash Flows, cash and cash equivalents comprise the following at 30 June: Cash at bank and on hand Short-term deposits Consolidated Group 30 June 2020 $ 2,182,089 238,100 2,420,189 30 June 2019 $ 3,747,706 238,100 3,985,806 Minotaur Exploration Annual Report 2020 42 FINANCIAL REPORT Notes to the Consolidated Financial Statements for the year ended 30 June 2020 7 CASH AND CASH EQUIVALENTS Reconciliation of net loss after tax to net cash flows from operations Net loss Adjustments for non-cash items: Depreciation – Property, plant and equipment Depreciation – Right-of-use assets Impairment of non-current assets and project generation costs Net gain on disposal of property, plant and equipment, equity investments and tenements Share options expensed Changes in assets and liabilities: (Increase)/decrease in trade and other receivables Decrease/(increase) in accrued R&D tax incentive Decrease in prepayments Decrease in trade and other payables (Decrease)/increase in employee provisions Net cash used in operating activities 8 TRADE AND OTHER RECEIVABLES Trade receivables Accrued R&D tax incentive Trade receivables are non-interest bearing and are generally on 30-90 day terms. Information regarding the credit risk of current receivables is set out in Note 27. Consolidated Group 30 June 2020 $ 30 June 2019 $ (3,119,741) (4,160,504) 21,170 215,461 3,419,535 (1,480,770) 341,051 15,201 (179,453) 6,341 (347,244) (68,042) 126,364 - 3,155,417 - 115,500 (199,154) 120,164 1,382 (140,765) (140,417) (1,176,491) (1,122,013) 2,506 431,979 434,485 31,689 252,526 284,215 43 Minotaur Exploration Annual Report 2020 9 OTHER CURRENT ASSETS Prepayments COVID cash flow boost receivable Net GST and PAYG receivable Other 10 HELD-FOR-SALE ASSETS Opening balance Transfers from exploration assets (i) Less: Disposal of subsidiaries (see note 23) Less: Sale of tenements (ii) Consolidated Group 30 June 2020 $ 40,813 50,000 - 47,062 137,875 635,222 - (616,306) (18,916) 30 June 2019 $ 47,154 - 66,334 22,819 136,307 - 635,222 - - - 635,222 i. On 28 May 2019 the Group publicly announced it had entered into a binding conditional Term Sheet to sell its Scotia and Leinster Nickel assets in Western Australia to ASX listed Auroch Minerals Limited (ASX: AOU). The sale transfers Minotaur Exploration Ltd’s ownership of Minotaur Gold Solutions Pty Ltd and Altia Resources Pty Ltd, both wholly-owned subsidiaries, which collectively own the tenements E36/899, E36/936, M29/245 and M29/246. The sale was expected to be completed within a year from the reporting date. As at 30 June 2019, Minotaur Gold Solutions Pty Ltd and Altia Resources Pty Ltd were classified as a disposal group held-for-sale. In addition, on 20 September 2018, the Group entered into a Tenement Sale Agreement for the sale of E37/909. The sale was expected to be completed within a year from the reporting date. Accordingly the carrying value of this tenement was disclosed as assets held-for-sale as at 30 June 2019. Proceeds from the sale of tenements listed above are in excess of the carrying value. No impairment expense was recognised upon reclassification of the assets to held-for-sale. ii. On 16 September 2019, the Group successfully completed the sale of E37/909. iii. On 29 August 2019, the successfully completed the sale of Minotaur Gold Solutions Pty Ltd and Altia Resources Pty Ltd. Refer to Note 23. 11 FINANCIAL ASSETS Equity instruments at fair value through OCI – shares in listed companies Opening balance Equity consideration for the sale of Altia Resources Pty Ltd and Minotaur Gold Solutions Pty Ltd Revaluations to fair value Disposal of shares in listed companies Acquisition of shares in listed companies Consolidated Group 30 June 2020 $ 332,672 1,650,000 (697,828) (383,189) - 901,655 30 June 2019 $ 518,355 - (295,683) - 110,000 332,672 Minotaur Exploration Annual Report 2020 44 FINANCIAL REPORT Notes to the Consolidated Financial Statements for the year ended 30 June 2020 12 PROPERTY, PLANT AND EQUIPMENT 30 June 2020 Cost Opening balance Additions Disposals Accumulated depreciation Opening balance Depreciation for the year Disposals Land and buildings Leasehold improvements Plant and equipment Kaolin Pilot Plant Motor Vehicles Total 508,723 611,218 - - - - 377,018 16,072 (18,697) 283,765 187,253 1,967,977 - - - 16,072 (1,700) (20,397) 508,723 611,218 374,393 283,765 185,553 1,963,652 39,685 7,937 - 47,622 611,218 - - 356,360 10,518 (13,995) 283,765 176,395 1,467,423 - - 2,715 (1,700) 21,170 (15,695) 611,218 352,883 283,765 177,410 1,472,898 Net book value 461,101 - 21,510 - 8,143 490,754 Property is measured at historical cost less accumulated depreciation. Land and buildings with a net book value of $461,101 (2019: $469,038) is offered as security against a mortgage of $341,740. 30 June 2019 Cost Opening balance Additions Disposals Accumulated depreciation Opening balance Depreciation for the year Disposals Land and buildings Leasehold improvements Plant and equipment Kaolin Pilot Plant Motor Vehicles Total 508,723 611,218 373,285 283,765 187,253 1,964,244 - - - - 3,733 - - - - - 3,733 - 508,723 611,218 377,018 283,765 187,253 1,967,977 31,748 7,937 - 39,685 521,080 90,138 - 331,690 24,670 - 283,765 172,776 1,341,059 - - 3,619 126,364 - - 611,218 356,360 283,765 176,395 1,467,423 Net book value 469,038 - 20,658 - 10,858 500,554 45 Minotaur Exploration Annual Report 2020 13 EXPLORATION AND EVALUATION ASSETS Consolidated Group Exploration, evaluation and development costs carried forward in respect of mining areas of interest Exploration and evaluation phase – Joint Operations Exploration and evaluation phase – Other Capitalised tenement expenditure movement reconciliation - Consolidated Group: 30 June 2020 $ 5,482,615 774,964 6,257,579 30 June 2020 Balance at beginning of year Additions through expenditure capitalised Additions through acquisition of Windsor project Reductions through joint operation contributions Write-off of tenements relinquished Balance at end of year 30 June 2019 Balance at beginning of year Additions through expenditure capitalised Additions through acquisition of Highlands project Reductions through joint operation contributions Reductions through government grants received Exploration Joint Operations $ Exploration Other $ 7,256,212 1,923,878 - (1,605,977) (2,091,498) 5,482,615 7,483,688 8,488,116 - (7,320,831) (116,323) 333,437 1,100,594 300,000 - (959,067) 774,964 1,177,310 1,073,431 400,000 - - 30 June 2019 $ 7,256,212 333,437 7,589,649 Total $ 7,589,649 3,024,472 300,000 (1,605,977) (3,050,565) 6,257,579 8,660,998 9,561,547 400,000 (7,320,831) (116,323) Write-off of tenements relinquished (1,487,045) (1,473,475) (2,960,520) Transfers to Held-for-sale assets Transfers between categories Balance at end of year - 208,607 7,256,212 (635,222) (208,607) 333,437 (635,222) - 7,589,649 The impairment expense of $3,050,565 (2019: $2,960,520) arose from a review of the Group’s capitalised costs and the relevant tenements to which the costs related. The ultimate recoupment of costs carried forward for exploration and evaluation phases is dependent on the successful development and commercial exploitation or sale of the respective mining areas. Joint operations A joint operation is a joint arrangement whereby the parties that joint control of the arrangement have rights to the assets and obligations for the liabilities, relating to the arrangement. The Group has recognised its share of jointly held assets, liabilities, revenues and expenses of joint operations. These have been incorporated in the financial statements under the appropriate classifications. Minotaur Exploration Annual Report 2020 46 FINANCIAL REPORT Notes to the Consolidated Financial Statements for the year ended 30 June 2020 13 EXPLORATION AND EVALUATION ASSETS Set out below are details of the Group’s joint operations and their respective ownership conditions: Eloise project The Eloise project is a joint operation between OZ Minerals Ltd (ASX: OZL) owning 70% and the Group owning 30%. OZ Minerals has committed to contribute a further $3 million towards exploration activity over a 24 month period, with its 70% interest remaining static. Jericho project The Jericho project is a joint operation between OZ Minerals Ltd (ASX: OZL) and the Group. From 1 April 2019 OZ Minerals Ltd’s ownership of the project was set at 80% (with the Group owning 20%) from which time all activity is sole funded by OZ Minerals Ltd. The Groups 20% contribution to the joint operation is treated as a non-recourse loan advanced by OZ Minerals Ltd and repayable only from positive cash flow from commercial production at Jericho. Cloncurry Alliance On 14 May 2019, the Company announced it had entered into a Cloncurry Regional Alliance (the “Alliance”) with OZ Minerals Ltd. The Alliance was established on a 70% OZ Minerals Ltd and 30% Minotaur Group ownership structure. To initiate the Alliance OZ Minerals Ltd committed to fund the Group’s prospect research and project generation activity in the region to $1 million over 2 years. Breena Plains project As a results of the Cloncurry Alliance mentioned above, a joint operation between the Alliance (being OZ Minerals Ltd and the Group) and Sandfire Resources Ltd (ASX: SFR) was established for the Breena Plains project. The project requires OZ Minerals Ltd, on behalf of the Alliance, to invest $1m in exploration in the first year. Thereafter the Alliance may earn a 51% interest in the project by sole funding a further $3 million through the next 2 year period. The Alliance may then earn an additional 24% interest for a further expenditure of $4m over the subsequent 2 years. Thus, to attain its maximum interest of 75% over 5 years the Alliance must invest $8 million. Great White project The Great White project is a joint operation between Andromeda Metals Ltd (ASX: ADN) owning 51% and the Group owning 49%. Through sole contribution of a further $3m by March 2023 Andromeda Metals Ltd may earn its maximum interest of 75%. 47 Minotaur Exploration Annual Report 2020 14 NON-FINANCIAL ASSETS AND LIABILITIES This note provides information about the Group’s non-financial assets and liabilities, including specific information about the Groups Right-of-use assets and Lease liabilities and the accounting policies applied by the Group. During the year the Group renewed its lease for its principal place of business. The lease entered into expires on 9 July 2024 and includes an escalation clause linked to CPI. Set out below, are the carrying amounts of the Group’s right-of-use assets and lease liabilities and the movements during the period: As at 1 July 2019 Additions Depreciation expense Interest expense (included in finance costs) Payments As at 30 June 2020 Current Non-current Right of use assets - Leases $ Lease liabilities $ - 1,077,306 (215,461) - - 861,845 - 861,845 861,845 - 1,077,306 - 36,150 (221,401) 892,055 229,214 662,841 892,055 Set out below are the new accounting policies of the Group upon adoption of AASB 16, which have been applied from the date of initial application: Right-of-use assets The Group recognises right-of-use assets at the commencement date of the lease (i.e., the date the underlying asset is available for use). Right-of-use assets are measured at cost, less any accumulated depreciation and impairment losses, and adjusted for any remeasurement of lease liabilities. The cost of right-of-use assets includes the amount of lease liabilities recognised, initial direct costs incurred, and lease payments made at or before the commencement date less any lease incentives received. Unless the Group is reasonably certain to obtain ownership of the leased asset at the end of the lease term, the recognised right-of-use assets are depreciated on a straight-line basis over the shorter of its estimated useful life and the lease term. Right-of-use assets are subject to impairment. Lease liabilities At the commencement date of the lease, the Group recognises lease liabilities measured at the present value of lease payments to be made over the lease term. The lease payments include fixed payments (including in substance fixed payments) less any lease incentives receivable, variable lease payments that depend on an index or a rate, and amounts expected to be paid under residual value guarantees. The lease payments also include the exercise price of a purchase option reasonably certain to be exercised by the Group and payments of penalties for terminating a lease, if the lease term reflects the Group exercising the option to terminate. The variable lease payments that do not depend on an index or a rate are recognised as expense in the period on which the event or condition that triggers the payment occurs. In calculating the present value of lease payments, the Group uses the incremental borrowing rate at the lease commencement date if the interest rate implicit in the lease is not readily determinable. After the commencement date, the amount of lease liabilities is increased to reflect the accretion of interest and reduced for the lease payments made. In addition, the carrying amount of lease liabilities is remeasured if there is a modification, a change in the lease term, a change in the in-substance fixed lease payments or a change in the assessment to purchase the underlying asset. Minotaur Exploration Annual Report 2020 48 FINANCIAL REPORT Notes to the Consolidated Financial Statements for the year ended 30 June 2020 15 SHARE BASED PAYMENTS Employee share option plan The Company has established the Minotaur Exploration Ltd Employee Share Option Plan and a summary of the Rules of the Plan are set out below: All employees (full and part time) will be eligible to participate in the Plan after a qualifying period of 12 months employment by a member of the Group, although the board may waive this requirement. Options are granted under the Plan at the discretion of the board and if permitted by the board, maybe issued to an employee’s nominee. Each option is to subscribe for one fully paid ordinary share in the Company and will expire 5 years from its date of issue. An option is exercisable at any time from its date of issue. Options will be issued free. The exercise price of options will be determined by the board, subject to a minimum price equal to the market value of the Company’s shares at the time the board resolves to offer those options. The total number of shares the subject of options issued under the Plan, when aggregated with issues during the previous 5 years pursuant to the Plan and any other employee share plan, must not exceed 5% of the Company’s issued share capital. If, prior to the expiry date of options, a person ceases to be an employee of a Group company for any reason other than retirement at age 60 or more (or such earlier age as the board permits), permanent disability, redundancy or death, the options held by that person (or that person’s nominee) automatically lapse on the first to occur of a) the expiry of the period of 1 month from the date of such occurrence, and b) the expiry date. If a person dies, the options held by that person will be exercisable by that person’s legal personal representative. Options cannot be transferred other than to the legal personal representative of a deceased option holder. The Company will not apply for official quotation of any options. Shares issued as a result of the exercise of options will rank equally with the Company’s previously issued shares. Option holders may only participate in new issues of securities by first exercising their options. The board may amend the Plan Rules subject to the requirements of the Listing Rules. The expense recognised in the Statement of profit or loss and other comprehensive income in relation to share-based payments is disclosed in Note 4 (d). The following table illustrates the number and weighted average exercise prices (WAEP) and movements in share options under the Company’s Employee Share Option Plan issued during the year: Outstanding at the beginning of the year Granted during the year Forfeited during the year Expired during the year Outstanding at the end of the year 2020 Number 15,135,000 26,200,000 - (5,105,000) 36,230,000 2020 WAEP $0.11 $0.08 - $0.06 $0.10 2019 Number 7,635,000 7,500,000 - - 2019 WAEP $0.17 $0.03 - - 15,135,000 $0.11 Exercisable at the end of the year 36,230,000 $0.10 15,135,000 $0.11 49 Minotaur Exploration Annual Report 2020 The outstanding balance as at 30 June 2020 is represented by: • • • • A total of 2,530,000 options exercisable at any time until 6 September 2021 with an exercise price of $0.115. A total of 7,500,000 options exercisable at any time until 31 December 2021 with an exercise price of $0.0525. A total of 16,650,000 options exercisable at any time until 28 November 2022 with an exercise price of $0.10. A total of 9,550,000 options exercisable at any time until 28 November 2022 with an exercise price of $0.12. The weighted average remaining contractual life for the share options outstanding as at 30 June 2020 is 2.14 years (2019: 1.74 years). The range of exercise prices for options outstanding at the end of the year was $0.0525 - $0.12 (2019: $0.0525 - $0.19). Share options issued to directors During the period unlisted share options were issued to directors of the Company under the following terms and conditions: Unlisted Options issued to directors of the Company Unlisted Options issued to directors of the Company 16 TRADE AND OTHER PAYABLES Trade payables (i) Joint operation funding received in advance (ii) Net GST and PAYG payable Accrued expenses Other payables (iii) Number of Options Issued 11,400,000 6,800,000 Exercise Price Expiry Date $0.10 $0.12 28/11/2022 28/11/2022 Consolidated Group 30 June 2020 $ 114,699 1,500,530 356 66,894 158,459 30 June 2019 $ 1,346,538 1,036,087 - 479,657 63,016 1,840,938 2,925,298 i. ii. Trade payables are non-interest bearing and are normally settled on 30-day terms. These funds have been received in advance for joint operation related exploration expenditure and have therefore been recognised as restricted cash not available for general use by the Group. iii. Other payables are non-interest bearing and are normally settled within 30-90 days. Information regarding the credit risk of current payables is set out in Note 27. Minotaur Exploration Annual Report 2020 50 FINANCIAL REPORT Notes to the Consolidated Financial Statements for the year ended 30 June 2020 17 BORROWINGS Current Bank borrowings (i) Non-current Bank borrowings (i) Jericho project loan carry arrangement (ii) Consolidated Group 30 June 2020 $ 23,504 23,504 318,237 928,560 1,246,797 30 June 2019 $ 26,713 26,713 341,466 644,131 985,597 i. ii. Bank borrowings reflect a secured interest and principal loan that is fully offset by unrestricted cash. There are no annual renewal or review terms. In the Company’s ASX Release dated 14 May 2019, the Company announced it had entered into a ‘loan carry’ arrangement with OZ Minerals Ltd through to commercial production from the Jericho copper deposit. In return, OZ Minerals’ beneficial ownership of the Jericho JV increased from 70% to 80% (Minotaur 20%), effective 1 April 2019. From that date, loan amounts advanced by OZ Minerals to the Company will be non-recourse and repayable out of positive cash flow from production at Jericho. 18 PROVISIONS Current Annual leave provision Long service leave provision Non-current Long service leave provision 19 ISSUED CAPITALS Consolidated Group 30 June 2020 $ 70,724 298,106 368,830 24,663 24,663 30 June 2019 $ 95,777 342,251 438,028 23,506 23,506 370,085,045 fully paid ordinary shares (2019: 334,396,917) 49,684,911 48,166,080 51 Minotaur Exploration Annual Report 2020 2020 2019 Number $ Number $ Balance at beginning of financial year 334,396,917 48,166,080 252,488,374 44,940,370 Issue of shares as part consideration for the acquisition of the Highlands project Issue of shares as part consideration for the acquisition of the Windsor project Issue of shares through Placement Transaction costs on shares issued Balance at end of financial year - - 5,152,883 275,000 5,688,128 150,000 - 30,000,000 1,500,000 76,755,660 N/A (131,169) N/A - 3,161,234 (210,524) 370,085,045 49,684,911 334,396,917 48,166,080 Fully paid ordinary shares carry one vote per share and carry the right to dividends (in the event such a dividend was declared). 20 RESERVES Reserves Share option reserve (a) FVOCI reserve (b) a) Share option reserve Balance at beginning of financial year Issue of options to employees and officers under employee share option plan Issue of options to directors of the Company Transfer to retained earnings upon lapse of options Balance at end of financial year Consolidated Group 30 June 2020 $ 559,521 (759,714) (200,193) 30 June 2019 $ 1,147,705 (185,495) 962,210 1,147,705 1,032,205 45,250 115,500 295,800 (929,234) 559,521 - - 1,147,705 The share option reserve comprises the fair value of options issued to employees under the Company’s Employee Share Option Plan and to directors of the Company. During the period unlisted share options were issued to employees under the Company’s Employee Share Option Plan and to directors of the Company. The unlisted share options were issued under the following terms and conditions: Unlisted options issued to employees of the Company Unlisted options issued to employees of the Company Unlisted options issued to directors of the Company Unlisted options issued to directors of the Company Number of Options Issued 5,250,000 2,750,000 11,400,000 6,800,000 Exercise Price Expiry Date $0.10 $0.12 $0.10 $0.12 28/11/2022 28/11/2022 28/11/2022 28/11/2022 All options listed above issued during the period are exercisable at the date the options are issued. Minotaur Exploration Annual Report 2020 52 FINANCIAL REPORT Notes to the Consolidated Financial Statements for the year ended 30 June 2020 20 RESERVES Share-based payments to employees issued under the Company’s Employee Share Option Plan and to directors of the Company are measured at the fair value of the instruments issued and amortised over the vesting periods or expensed immediately if these vest on grant date. Share-based payments to non-employees are measured at the fair value of goods or services received or the fair value of the equity instruments issued, if it is determined the fair value of the goods or services cannot be reliably measured, and are recorded at the date the goods or services are received. The corresponding amount is recorded to the share option reserve. The fair value of options is determined using the Black-Scholes pricing model. The valuation inputs used in determining the fair value at grant date were as follows: Options issued to employees of the Company Options issued to directors of the Company at $0.10 at $0.12 at $0.10 at $0.12 Share price at grant date: Expected volatility: Risk free rate: Fair value at grant date: $0.032 79.12% 0.45% $0.006 $0.032 79.12% 0.45% $0.005 $0.045 79.94% 0.63% $0.017 b) FVOCI reserve (previously Available-for-sale revaluation reserve) Balance at beginning of financial year Reclassification of financial instruments under AASB 9 Transfer to accumulated losses upon disposal of listed shares Net revaluation (decrement)/increment Balance at end of financial year Consolidated Group 30 June 2020 $ (185,495) - 123,609 (697,828) (759,714) $0.045 79.94% 0.63% $0.015 30 June 2019 $ - 110,188 - (295,683) (185,495) The FVOCI reserve comprises the cumulative net change in the fair value of shares held in listed companies. 21 ACCUMULATED LOSSES Balance at beginning of financial year Net loss attributable to members of the parent entity Transfer from FVOCI reserve upon disposal of listed shares Transfer from share option reserve – lapsed options Consolidated Group 30 June 2020 $ 30 June 2019 $ (40,063,007) (35,902,503) (3,119,741) (4,160,504) (123,609) 929,234 - - Balance at end of financial year (42,377,123) (40,063,007) 53 Minotaur Exploration Annual Report 2020 22 COMMITMENTS FOR EXPENDITURE Operating leases Not longer than 1 year Longer than 1 year and not longer than 5 years Consolidated Group 30 June 2020 $ - - - 30 June 2019 $ 8,802 - 8,802 The Group leases office space under a non-cancellable lease expiring within four years. The lease has an escalation clause linked to CPI and renewal rights. On renewal, the terms of the lease are renegotiated. From 1 July 2019, the Group has recognised a right-of- use asset for this lease. See Note 1(v) and Note 14 for further information. Exploration licences In order to maintain current rights of tenure to exploration tenements the Group will be required to outlay in the year ending 30 June 2021 amounts of approximately $3.1m in respect of exploration licence rentals and related items and to meet minimum expenditure requirements. It is expected that of the minimum expenditure requirement, $1.35m will be funded by the Group and $1.75m will be funded by JV partners. It is noted that of the Groups net expenditure of $1.35m, $0.67m is not currently required to be met due to the Queensland Government announcing funding relief as part of their COVID-19 response package. The net obligation to the Group is expected to be fulfilled in the normal course of operations. 23 DISPOSAL OF SUBSIDIARIES As referred to in Note 10 to the financial statements, on 29 August 2019 the Group successfully completed the sale of 100% of its shares in Minotaur Gold Solutions Pty Ltd and Altia Resources Pty Ltd. Details of the disposal are as follows: Carrying amounts of net assets over which control was lost Assets Held-for-sale assets Minotaur Gold Solutions Pty Ltd $ Altia Resources Pty Ltd $ 549,531 549,531 65,845 65,845 Total $ 615,376 615,376 Liabilities - - - Net assets derecognised 549,531 65,845 615,376 Consideration received: Fair value of equity received in Auroch Minerals Ltd (ASX: AOU) 1,473,450 176,550 1,650,000 Minotaur Exploration Annual Report 2020 54 FINANCIAL REPORT Notes to the Consolidated Financial Statements for the year ended 30 June 2020 23 DISPOSAL OF SUBSIDIARIES Fair value of shares in Auroch Minerals Ltd (ASX: AOU) allotted to the Group: Number of shares Closing share price on date of allotment Date of allotment 24 AUDITOR’S REMUNERATION Audit or review of the financial report Taxation compliance Total auditor’s remuneration 18,333,333 $0.09 29/08/2019 Consolidated Group 30 June 2020 $ 50,333 14,700 65,033 30 June 2019 $ 46,295 17,650 63,945 25 CONTINGENT LIABILITIES AND CONTINGENT ASSETS At the date of signing this report, the Group is not aware of any Contingent Asset or Liability that should be disclosed in accordance with AASB 137. It is however noted that the Company has established various bank guarantees in place with a number of State Governments in Australia, totalling $218,500 at 30 June 2020 (2019: $218,500). These guarantees are designed to act as collateral over the tenements which Minotaur explores on and can be used by the relevant Government authorities in the event that Minotaur does not sufficiently rehabilitate the land it explores on. It is noted that the bank guarantees have, as at the date of signing this report, never been utilised by any State Government. 55 Minotaur Exploration Annual Report 2020 26 CONTROLLED ENTITIES Name of entity Parent entity Minotaur Exploration Limited Subsidiaries Minotaur Operations Pty Ltd Minotaur Resources Investments Pty Ltd Minotaur Industrial Minerals Pty Ltd Great Southern Kaolin Pty Ltd Breakaway Resources Pty Ltd Scotia Nickel Pty Ltd (i) Altia Resources Pty Ltd (ii) Levuka Resources Pty Ltd BMV Properties Pty Ltd Minotaur Gold Solutions Pty Ltd (ii) Natural Nanotech Pty Ltd Ownership interest Country of incorporation 2020 % 2019 % Australia Australia Australia Australia Australia Australia Australia Australia Australia Australia Australia Australia 100 100 100 100 100 - - 100 100 - 100 100 100 100 100 100 100 100 100 100 100 100 i. On 20 May 2020, Scotia Nickel Pty Ltd was deregistered as a Company. ii. On 29 August 2019, the Group divested its shares in these subsidiaries. See Note 23 for further details. 27 FINANCIAL ASSETS AND LIABILITIES Note 1(f ) provides a description of each category of financial assets and financial liabilities and the related accounting policies. The carrying amounts of financial assets and financial liabilities in each category are as follows: 30 June 2020 Financial assets Cash and cash equivalents Trade and other receivables Equity instruments Equity instruments at FV through OCI $ (Carried at fair value) Cash $ Loans and Receivables $ (Carried at amortised cost) Total $ - - 901,655 901,655 2,420,189 - 2,420,189 - - 434,485 - 434,485 901,655 2,420,189 434,485 3,756,329 Note 7 8 11,29 Financial liabilities Note Trade and other payables Current borrowings Non-current borrowings 16 17,27(a) 17,27(a) Payables Borrowings $ $ (Carried at amortised cost) Total $ 1,840,938 - 1,840,938 - - 23,504 23,504 1,246,797 1,246,797 1,840,938 3,111,239 Minotaur Exploration Annual Report 2020 56 FINANCIAL REPORT Notes to the Consolidated Financial Statements for the year ended 30 June 2020 27 FINANCIAL ASSETS AND LIABILITIES 30 June 2019 Financial assets Cash and cash equivalents Trade and other receivables Equity instruments Equity instruments at FV through OCI $ (Carried at fair value) - - 332,672 332,672 Note 7 8 11,29 Financial liabilities Note Trade and other payables Current borrowings Non-current borrowings 16 17,27(a) 17,27(a) Cash $ Loans and Receivables $ (Carried at amortised cost) Total $ 3,985,806 - 3,985,806 - - 284,215 - 284,215 332,672 3,985,806 284,215 4,602,693 Payables $ Borrowings $ (Carried at amortised cost) Total $ 2,940,298 - 2,940,298 - - 26,713 985,597 26,713 985,597 2,940,298 1,012,310 3,952,608 A description of the Group’s financial instrument risks, including risk management objectives and policies is given in Note 27. The methods used to measure financial assets and liabilities reported at fair value are described in Note 28. 27(a) Borrowings Borrowings include the financial liabilities: Financial liabilities Carried at amortised cost Borrowings All borrowings are denominated in AUD. There are no covenants on the borrowings. Borrowings at amortised cost Current Non-Current 2020 2019 2020 2019 23,503 23,503 26,713 26,713 1,246,797 1,246,797 985,597 985,597 Bank borrowings are secured by land and buildings owned by the Group (see Note 12). Current interest rates are variable and average 4.52% (2019: 4.58%). The carrying amount of bank borrowings is considered to be a reasonable approximation of the fair value. 57 Minotaur Exploration Annual Report 2020 Other financial instruments The carrying amount of the following financial assets and liabilities is considered to be a reasonable approximation of the fair value: • • • Trade and other receivables; Cash and cash equivalents; and Trade and other payables 28 FINANCIAL RISK MANAGEMENT Capital risk management The Group manages its capital to ensure that entities in the Group will be able to continue as a going concern while maximising the return to stakeholders. The capital structure of the Group consists of cash and cash equivalents and equity attributable to equity holders of the parent, comprising issued capital, reserves and accumulated losses as disclosed in Notes 18, 19, 20 respectively. Proceeds from share issues are used to maintain and expand the Group’s exploration activities and fund operating costs. Credit risk Credit risk refers to the risk that a counterparty will default on its contractual obligations resulting in financial loss to the Group. The Group has adopted a policy of only dealing with creditworthy counterparties as a means of mitigating the risk of financial loss from activities. The Group does not have any significant credit risk exposure to any single counterparty or any Group of counterparties having similar characteristics. The credit risk on liquid funds is limited because the counterparties are banks with high credit-ratings assigned by international credit-rating agencies. The carrying amount of financial assets recorded in the financial statements, net of any allowances for losses, represents the Group’s maximum exposure to credit risk. Interest rate risk The tables listed below detail the Group’s interest bearing assets, consisting solely of cash on hand and on short term deposit (with all maturities less than one year in duration). Consolidated 2020 Variable interest rate 2019 Variable interest rate Weighted average effective interest rate % 0.11 0.24 Less than 1 year $ $2,420,189 $3,985,806 At the reporting date, if interest rates had been 50 basis points higher or lower and all other variables were held constant, the Group’s net loss would increase or decrease by $16,015 which is mainly attributable to the Group’s exposure to interest rates on its variable bank deposits. Liquidity risk management Ultimate responsibility for liquidity risk management rests with the Board, which has built an appropriate liquidity risk management framework for the management of the Group’s short, medium and long-term funding and liquidity management requirements. The Group manages liquidity risk by maintaining adequate reserves. Minotaur Exploration Annual Report 2020 58 FINANCIAL REPORT Notes to the Consolidated Financial Statements for the year ended 30 June 2020 28 FINANCIAL RISK MANAGEMENT Liquidity and interest risk tables The following table details the Company’s and the Group’s remaining contractual maturity for its non-derivative financial liabilities. The table has been drawn up based on the undiscounted cash flows of financial liabilities based on the earliest date on which the Group can be required to pay. The table includes both interest and principal cash flows. Consolidated 2020 Interest bearing Non-interest bearing 2019 Interest bearing Non-interest bearing Weighted average effective interest rate % 4.52 - 4.58 - Longer than 1 year and not longer than 5 years $ 94,012 - 106,852 - Less than 1 year $ 23,503 1,840,938 26,713 2,940,298 Longer than 5 year $ 224,225 - 234,614 - Equity instrument risk management Ultimate responsibility for the Group’s investments in equity instruments rests with the Board. The Board actively manages its investments by reviewing the market value of the Group’s portfolio at each board meeting and making appropriate investment decisions. 29 FAIR VALUE MEASUREMENT Financial assets and financial liabilities measured at fair value in the statement of financial position are grouped into three Levels of a fair value hierarchy. The three Levels are defined based on the observability of significant inputs to the measurement, as follows: • • • level 1: quoted prices (unadjusted) in active markets for identical assets or liabilities level 2: inputs other than quoted prices included within Level 1 that are observable for the asset or liability, either directly or indirectly level 3: unobservable inputs for the asset or liability 59 Minotaur Exploration Annual Report 2020 The following table shows the Levels within the hierarchy of financial assets and liabilities measured at fair value on a recurring basis at 30 June 2020 and 30 June 2019: 30 June 2020 Financial assets at fair value Equity instruments designated at FVOCI Equity instruments 30 June 2019 Financial assets at fair value Equity instruments designated at FVOCI Equity instruments Level 1 $ Level 2 $ Level 3 $ Total $ 901,655 901,655 332,672 332,672 - - - - - - - - 901,655 901,655 332,672 332,672 There were no transfers between Level 1 and Level 2 in 2020 or 2019. Included within Level 1 of the hierarchy are listed investments. The fair values of these financial assets have been based on the closing quoted bid prices at the end of the reporting period, excluding transaction costs. 30 RELATED PARTY DISCLOSURE AND KEY MANAGEMENT PERSONNEL REMUNERATION Transactions with key management personnel The following individuals are classified as key management personnel in accordance with AASB 124 ‘Related Party Disclosures’: Directors Dr Antonio Belperio Executive Director to 28 November 2019 Non-Executive Director from 29 November 2019 Dr Roger Higgins Non-Executive Chairman Mr George McKenzie Non-Executive Director Mr Andrew Woskett Managing Director Other key management personnel Mr Varis Lidums Mr Glen Little Commercial Manager and Company Secretary Exploration and Business Development Manager Key management personnel remuneration includes the following expenses: Salaries including bonuses Total short term employee benefits Superannuation Total post-employment benefits Share based payments Total share based payments Total remuneration 30 June 2020 $ 918,116 918,116 49,179 49,179 309,650 309,650 30 June 2019 $ 1,102,512 1,102,512 56,567 56,567 32,340 32,340 1,276,945 1,191,419 Minotaur Exploration Annual Report 2020 60 FINANCIAL REPORT Notes to the Consolidated Financial Statements for the year ended 30 June 2020 30 RELATED PARTY DISCLOSURE AND KEY MANAGEMENT PERSONNEL REMUNERATION Transactions with associates Throughout the year no transactions took place between Minotaur Exploration Limited and any associates (2019: $Nil). In addition, no amounts were owed by any associates at the end of the year (2019: $Nil). Director and key management personnel related entities Throughout the year $57,020 (2019: $55,933) (inclusive of GST) was paid to a related entity of Dr Antonio Belperio under a commercial lease agreement for the use of warehouse space located at Magill, South Australia. Throughout the year, no other transactions took place between Minotaur Exploration Limited and any director or key management personnel related entities. Wholly owned group transactions The entities comprising the wholly owned Group and ownership interests in these controlled entities are set out in Note 25. Transactions between Minotaur Exploration Limited and other entities in the wholly owned Group during the year consisted of loans advanced by Minotaur Exploration Limited to fund exploration activities. 31 POST-REPORTING DATE EVENTS • On 20 August 2020, the Company announced it had entered into a Binding Term Sheet to acquire the “Pyramid” tenement package, 180km south of Townsville, Queensland. Under the terms of the acquisition, the Group will make an Option fee payment of $25,000 to the vendor for a 60 day exclusivity period in which to complete its due diligence, in satisfaction of which the parties will enter into the proposed Sale and Purchase Agreement (S&PA). Under the S&PA, the Group will commit to pay $150,000 cash (including the Option fee paid) and allot $150,000 in MEP shares (based on a 5 day VWAP) in return for final transfer of titles. On the Groups publication of a JORC Resource of at least 25,000 oz Au grading not less than 1.8g/t Au it will pay $150,000 cash, otherwise within 24 months of Completion, the Company will allot a further $150,000 in MEP shares. A 1.5% NSR will apply to the first 50,000oz Au produced. • At the date of signing this Report, the Group is continuing its due diligence. • On 26 August 2020, the Company announced its successful completion of a share placement raising $4,050,000 before associated costs. The number of new shares issued as part of the placement was 81,000,000 at $0.05 per share. • On 27 August 2020, the Group divested its entire share holding in Auroch Minerals Ltd (ASX: AOU). The total consideration received was $1,565,696. • On 23 September 2020, the Company announced its successful completion of a share purchase plan raising $2,113,183 before associated costs. The number of new shares issued as part of the share purchase plan was 42,263,650 at $0.05 per share. No other matter or circumstance has arisen since 30 June 2020 that has significantly affected the Group’s operations, results or state of affairs, or may do so in the future. 61 Minotaur Exploration Annual Report 2020 DIRECTORS’ DECLARATION The directors of the company declare that: 1. the consolidated financial statements and notes, as set out on pages 27 to 60, are in accordance with the Corporations Act 2001 and: a. b. comply with Accounting Standards, which, as stated in accounting policy Note 1 to the financial statements, constitutes explicit and unreserved compliance with International Financial Reporting Standards (IFRS); and give a true and fair view of the financial position as at 30 June 2020 and of the performance for the year ended on that date of the company and consolidated group; 2. the Managing Director and Company Secretary have each declared that: a. b. c. the financial records of the company for the financial year have been properly maintained in accordance with s 286 of the Corporations Act 2001; the financial statements and notes for the financial year comply with Accounting Standards; and the financial statements and notes for the financial year give a true and fair view; and 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. Roger Higgins Chairman Dated this 25th day of September 2020 Minotaur Exploration Annual Report 2020 62 INDEPENDENT AUDITOR’S REPORT 63 Minotaur Exploration Annual Report 2020 Minotaur Exploration Annual Report 2020 64 INDEPENDENT AUDITOR’S REPORT 65 Minotaur Exploration Annual Report 2020 ASX ADDITIONAL INFORMATION Tenement Listing as at 30 September 2020 Lease ID Lease Name State Holding Company Equity Earned % JV Partner Minotaur Equity or Cloncurry Regional MDL432 Altia QLD Levuka Resources 40 Sandfire Resources Highlands Project EPM16197 Blockade QLD Minotaur Operations EPM17914 Blockade East QLD Minotaur Operations EPM17947 EPM19733 EPM18492 Blockade East Extension Mt Remarkable Consolidated Mt Remarkable Extension QLD Minotaur Operations QLD Minotaur Operations QLD Minotaur Operations EPM17638 Phillips Hill QLD Minotaur Operations EPM14281 Yamamilla QLD Minotaur Operations Windsor Project EPM27426 Crooked Creek QLD Minotaur Opertaions Jericho Joint Venture (OZ Minerals) EPM25389 Fullarton QLD Minotaur Operations EPM26233 Route 66 QLD Minotaur Operations MDL431 Eloise QLD Levuka Resources EPM17838 Levuka QLD Levuka Resources Eloise Joint Venture (OZ Minerals) MDL431 Eloise QLD Levuka Resources EPM25389 Fullarton QLD Minotaur Operations EPM26233 Route 66 QLD Minotaur Operations EPM26703 Holy Joe QLD Minotaur Operations EPM17838 Levuka QLD Levuka Resources EPMA27052 Matilda QLD Minotaur Operations EPM18624 Oorindi Park QLD Minotaur Operations EPM26684 Pink Hut QLD Minotaur Operations EPM25238 Saxby QLD Minotaur Operations EPMA27279 Swagman QLD Levuka Resources EPM26521 Sybellah QLD Minotaur Operations Industrial Minerals Project EL6128 Camel Lake SA Minotaur Operations ELA5502 Casterton South VIC Minotaur Industrial Minerals ELA2019/73 Dromedary ELA6426 Mount Cooper EL6202 Mount Hall SA SA SA Minotaur Operations Minotaur Operations Minotaur Operations 100 100 100 100 100 100 100 100 20 20 20 20 30 30 30 30 30 30 30 30 30 30 30 49 0 0 49 49 OZ Minerals 80% in portion of the tenement OZ Minerals 80% in portion of the tenement OZ Minerals 80% in portion of the tenement, Sandfire Resources 60% in portion of the tenement OZ Minerals 80% in portion of the tenement Sandfire Resources 60% in portion of the tenement OZ Minerals 70% in portion of the tenement, Sandfire Resources 60% in portion of the tenement OZ Minerals 70% in portion of the tenement OZ Minerals 70% in portion of the tenement OZ Minerals 70% OZ Minerals 70% in portion of the tenement, Sandfire Resources 60% in portion of the tenement OZ Minerals 70% OZ Minerals 70% OZ Minerals 70% OZ Minerals 70% OZ Minerals 70% OZ Minerals 70% Andromeda Metals Ltd 51% Andromeda Metals Ltd 51% Andromeda Metals Ltd 51% Minotaur Exploration Annual Report 2020 66 ASX ADDITIONAL INFORMATION Tenement Listing as at 30 September 2020 (continued) Lease ID Lease Name State Holding Company Industrial Minerals Project (continued) EL6285 EL5814 EL6096 EL5787 Sceales Tootla Whichelby Yanerbie SA SA SA SA Minotaur Operations Great Southern Kaolin Minotaur Operations Minotaur Operations EPM26521 Sybellah QLD Minotaur Operations Peake & Denison Project EL6221 EL6270 EL6222 EL6223 Big Perry Davenport Teemurrina Wood Duck Other Projects SA SA SA SA Minotaur Operations Minotaur Operations Minotaur Operations Minotaur Operations EL5542 Blinman SA Perilya EL5117 Ediacara SA Perilya ML4386 Third Plain SA Perilya EL6504 Wilkawillina SA Perilya EL5984 Moonta SA Peninsula Resources Minotaur Equity or Equity Earned % JV Partner 100 49 49 100 30 100 100 100 100 10 10 10 10 10 Andromeda Metals Ltd 51% Andromeda Metals Ltd 51% OZ Minerals 70% in portion of the tenement Perilya Ltd 90%, MEP 10% free carried to BFS completion Perilya Ltd 90%, MEP 10% free carried to BFS completion Perilya Ltd 90%, MEP 10% free carried to BFS completion Perilya Ltd 90%, MEP 10% free carried to BFS completion Peninsula Resources (interest in portion of the tenement) EPM26422 Mt Osprey QLD Birla Mt Gordon M15 395 West Kambalda M15 703 West Kambalda L15 128 L15 255 West Kambalda West Kambalda WA WA WA WA Tychean Resources Tychean Resources Tychean Resources Tychean Resources E15 1688 West Kambalda WA Mariner Mining E15 1689 West Kambalda WA Mariner Mining #22.9 1.5% NSR 1.5% NSR 1.5% NSR 1.5% NSR 1.5% NSR 1.5% NSR # Diluting interest over former EPM17061 area 1.5% NSR = 1.5% NSR all minerals other than Nickel 67 Minotaur Exploration Annual Report 2020 Shareholdings as at 30 September 2020 Additional information required by the Australian Securities Exchange Ltd and not shown elsewhere in this report is as follows. The information is current as at 30 September 2020. DISTRIBUTION OF EQUITY SECURITIES Ordinary share capital 493,398,695 fully paid ordinary shares are held by 2,758 shareholders. All issued ordinary shares carry one (1) vote per share and carry the rights to dividend. Options 20,730,000 unlisted options are held by 18 option holders. The number of holders, by size of holding, in each class are: Range 1 - 1,000 1,001 - 5,000 5,001 - 10,000 10,001 - 100,000 100,000 and over Holding less than a marketable parcel SUBSTANTIAL SHAREHOLDERS Ordinary shareholders Yarraandoo Pty Ltd Twenty largest holders of quoted equity securities Yarraandoo Pty Ltd BNP Paribas Nominees Pty Ltd Jetosea Pty Ltd Citicorp Nominees Pty Limited OZ Minerals Limited Chetan Enterprises Pty Ltd Bulldog Shale Pty Ltd HSBC Custody Nominees (Australia) Limited Kren Enterprise Pty Ltd Mr Robert Lloyd Blesing Mr Wei Guo Fan & Ms Hong Ji Mr John Philip Daniels Netwealth Investments Limited Pershing Australia Nominees Pty Ltd Surpion Pty Ltd Mr William McArthur National Nominees Limited Curious Capital Group Pty Ltd Mr Derek Robert McComber & Mrs Susan McComber RJ & KE Super Fund Pty Ltd Mr Kalpesh Varsani & Mrs Rita Varsani Ordinary Shares Unlisted Options Holders % Shares Holders % Options 175 146 323 1,444 670 2,758 382 0.01 0.10 0.57 11.44 87.88 100 0 0 0 2 16 18 Fully paid Number 26,441,569 Fully paid ordinary shares Number 26,441,569 22,361,283 17,929,580 9,850,945 8,041,670 6,148,000 5,900,000 5,221,897 5,122,088 4,727,292 4,588,888 4,586,237 4,294,406 4,019,747 4,000,000 3,630,000 3,417,446 3,000,000 3,000,000 3,000,000 3,000,000 - - - 0.53 99.47 100 % 5.36 % 5.36 4.53 3.63 2.00 1.63 1.25 1.20 1.06 1.04 0.96 0.93 0.93 0.87 0.81 0.81 0.74 0.69 0.61 0.61 0.61 0.61 152,281,048 30.86 Minotaur Exploration Annual Report 2020 68 www.minotaurexploration.com.au www.linkedin.com/company/minotaur-exploration www.minotaurexploration.com.au www.linkedin.com/company/minotaur-exploration

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