Swedish Logistic Property
Annual Report 2004

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SYLVANIA RESOURCES LIMITED A.C.N. 091 415 968 ANNUAL REPORT 30 JUNE 2004 SYLVANIA RESOURCES LIMITED (A.C.N. 091 415 968) ANNUAL REPORT 30 JUNE 2004 I N D E X COMPANY PARTICULARS REVIEW OF OPERATIONS AND ACTIVITIES DIRECTORS’ REPORT CORPORATE GOVERNANCE STATEMENT STATEMENTS OF FINANCIAL PERFORMANCE STATEMENTS OF FINANCIAL POSITION STATEMENTS OF CASH FLOWS NOTES TO THE FINANCIAL STATEMENTS DIRECTORS’ DECLARATION INDEPENDENT AUDIT REPORT SHAREHOLDER INFORMATION 2 3 6 9 14 15 16 17 33 34 35 SYLVANIA RESOURCES LIMITED (ACN 091 415 968) AND CONTROLLED ENTITIES COMPANY PARTICULARS Directors Grant Michael Button – Managing Director Kevin Scott Huntly – Non-executive Director Adrian Stephen Paul – Non-Executive Director Dr Evan Kirby - Non Executive Director (Appointed 12 November 2003) Secretary Grant Michael Button Registered Office and Principal Place of Business Level 4, HPPL House 28 – 42 Ventnor Avenue WEST PERTH WA 6005 Share Register Auditor Solicitors Telephone: (08) 9481 8711 Facsimile: (08) 9324 2977 Website: www.sylvaniaresources.com Computershare Investor Services Pty Limited Reserve Bank Building Level 2 45 St George’s Terrace Perth WA 6000 HLB Mann Judd Chartered Accountants 15 Rheola Street West Perth WA 6005 Clayton Utz QV1 250 St Georges Terrace Perth WA 6000 Stock Exchange Listings Sylvania Resources Limited shares and options are listed on the Australian Stock Exchange Ltd (ASX) under the following codes: Shares: SLV Options: SLVO 2 SYLVANIA RESOURCES LIMITED (ACN 091 415 968) AND CONTROLLED ENTITIES REVIEW OF OPERATIONS AND ACTIVITIES SOUTH AFRICAN OPERATIONS Chromite Tailings Retreatment Consortium In March 2004 Sylvania announced that it had entered into an agreement to acquire a 25% interest in a Consortium (known as RK1) led by Aquarius Platinum Limited which will undertake a project to treat chromite tailings through a purpose built plant at the Aquarius Kroondal Mine in order to extract the platinum group metals (platinum, palladium, rhodium and gold). Sylvania’s 25% interest in the Consortium is held through its 100% owned South African subsidiary, Sylvania South Africa (Proprietary) Ltd. The initial year of the project is expected to yield in excess of 20,000 ounces of Platinum group metals (“PGMs”), growing to 28,000 ounces per year from the second year, with 25% of production attributable to Sylvania. The capital cost of the project, which is being managed by Aquarius Platinum (South Africa) (Pty) Ltd, is estimated to be R28.5 million (including working capital). The modelling of the project’s projected cash flows indicates that at R7/US$1, operating costs are expected to be US$170 per PGM ounce in Year one reducing to US$145 per PGM ounce thereafter. The project economics which have been conservatively modelled are very robust over a wide range of metal price and exchange rate assumptions. An after-tax internal rate of return of 72% is generated at the current basket price of US$521 per PGM ounce with an exchange rate of R7/US$1. Construction of the RK1 processing plant has progressed according to schedule. By July 2004, the concrete bases for the flotation cells had been completed and the remaining civil works are also completed. By mid September, all of the flotation cells, tanks and umps had been delivered to site and installed in the plant. Good progress was being made with piping and the electrical work had commenced. Construction costs were being well controlled although there had been minor additions to the scope of work. During July an additional flotation test was performed by Lakefield Research to generate a concentrate sample for Anglo Platinum. This work was undertaken on a new sample of current tailings from the Xstrata Chrome mine. A laboratory locked cycle test procedure was used to simulate the performance of a full-scale flotation circuit with recycle streams. An excellent grade/recovery result was obtained, further supporting the financial robustness of the project. Please refer to the Sylvania website at www.sylvaniaresources.com for photographs providing regular updates on the progress of the construction. The Consortium has commenced work on RK2, which is planned to be a similar style retreatment project centred upon the Marikana Mine operated by Aquarius Platinum. Discussions relating to a proposed RK3 project have also commenced. The Directors of Sylvania see participation in this consortium as a rare opportunity to gain access to PGM cashflow, with relatively low risk, and near term potential for growth of the earnings stream via the development of further chromite retreatment projects. 3 SYLVANIA RESOURCES LIMITED (ACN 091 415 968) AND CONTROLLED ENTITIES REVIEW OF OPERATIONS AND ACTIVITIES (cont’d) Sylvania entered into a Deed of Novation with Victoria Global Holdings (“Victoria”) which outlined the terms of Sylvania’s entry into the Consortium. Under the terms of the Deed of Novation, Sylvania has acquired its 25% interest in the Consortium by agreeing to fund £615,000 towards the capital costs of the project, and by issuing 6 million fully paid shares in the Company to Victoria. The Company issued 6 million of its fully paid shares to Victoria in June 2004. Shareholder approval for the completion of the transaction and for the Placement of shares was received on 22 April 2004. During April/May 2004 the Company issued and allotted 16,677,652 fully paid ordinary shares at an average price of A$0.324 which raised A$5.0 million after capital raising costs. These funds will be utilised to fund Sylvania’s commitment to the RK1 Project, and provide Sylvania with additional funds to assess a number of other PGM projects in South Africa. AUSTRALIAN OPERATIONS Exploration by Sylvania within Australia has been focused on the Archean Sylvania Inlier, situated in Western Australia. Within this area the Company still retains mineral exploration projects known as Copper Knob and Jimblebar. The projects lie east and south of Newman and are located within the Peak Hill Mineral Field. Exploration on these tenements has targeted gold, copper-zinc, nickel and platinum group element mineralisation. Jimblebar Copper/Gold The Jimblebar tenements lie immediately south east of the currently operating Jimblebar iron ore mine. Sylvania’s interests now relate to two prospecting licences, with one of the latter associated with a mining lease application, covering an area of approximately 200 hectares. The main area of interest for copper in the Jimblebar tenements is a prospective sequence of metamorphosed felsic and intermediate volcanics containing magnetite outcrops as well as several occurrences of outcropping secondary copper mineralisation. Copper Knob The Mining Lease 52/211 at Copper Knob, covers a very large body of disseminated low grade sulphide copper mineralisation with some gold values that have been drilled by previous explorers. This mineralization lies within a sequence of felsic and intermediate volcanic rocks that extend for over 9 km forming the Jimblebar copper area. The Copper Knob mining lease has untested potential for an oxide copper resource and for discrete massive copper bearing sulphide bodies. 4 SYLVANIA RESOURCES LIMITED (ACN 091 415 968) AND CONTROLLED ENTITIES REVIEW OF OPERATIONS AND ACTIVITIES (cont’d) Subsequent to year end, Sylvania entered into an Option Agreement with Warwick John Flint (“Flint”) over all of the Australian tenements of Sylvania at Jimblebar and Copper Knob. Under the terms of the Option Agreement Flint has the right to exercise the Option within 12 months, from 16 August 2004, to acquire Sylvania’s interests in its Australian tenements for the consideration of A$55,000, and the issuance to Sylvania of fully paid ordinary shares in a listed entity to the value of A$200,000. Flint has the obligation to maintain the tenements in good standing during the life of the Option Agreement. Flint has the right to extend the Option Agreement for a further 12 month period through the payment of A$10,000 and the share consideration increasing to A$300,000. Sylvania entering into this Option Agreement is consistent with the Board’s stated intention of focusing its attention on the activities of the RK1Consortium and opportunities to develop further chromite retreatment projects. 5 SYLVANIA RESOURCES LIMITED (ACN 091 415 968) AND CONTROLLED ENTITIES DIRECTORS’ REPORT Your Directors present their report on the Company and its controlled entities for the financial year ended 30 June 2004. Directors The names and particulars of the Directors of the Company who held office during or since the end of the financial year are: Name Formal Qualifications Particulars Grant M Button B.Bus.(Acc), CPA Adrian S Paul B.Bus (Acc) Kevin S Huntly GDE MSc (Eng) Evan Kirby BSc(Hons) Metallurgy, PhD Metallurgy, MAusIMM, MSthAfrIMM Managing Director aged 42. Appointed December 2002. He has over 14 years experience at a senior management level in the resources industry. He has acted as an Executive Director, Finance Director, CFO and Company Secretary of a listed companies. range of publicly Non-executive Director aged 41. Appointed March 2002. He has 17 years experience in the securities industry, and was previously a partner in stockbroking firm D.J. Carmichael & Co. He now manages a private investment company. Non-executive Director aged 42. Appointed December 2002. He has over 24 years the South African mining experience industry. He operates his own consultancy business advising a number of international mining companies. in Non-executive Director aged 53. Appointed November 2003. He is a metallurgist who worked in South Africa for a total of 17 years. He then moved to Australia in 1992 and worked for Minproc Engineers and Bechtel before starting his own consulting business in 2002. He has broad experience with the development of a wide range of mining and minerals processing projects in Africa, Australia and other parts of the world. Gerard Nealon Resigned 12 November 2003 Principal activities The principal activity of the consolidated entity during the financial year was investment in mineral exploration and mineral treatment projects. 6 SYLVANIA RESOURCES LIMITED (ACN 091 415 968) AND CONTROLLED ENTITIES DIRECTORS’ REPORT (cont’d) Dividends No dividend has been paid or declared during the financial year. The Directors do not recommend the payment of a dividend. Review of operations and results The consolidated loss of the consolidated entity after income tax expense was $469,793 (2003 - $2,088,884). Refer to the Review of Operations as set out on page 3. Subsequent Events There has not arisen in the interval between the end of the financial year and the date of this report any item, transaction or event of a material and unusual nature likely, in the opinion of the Directors of the Company, to affect significantly the operations of the consolidated entity, the results of those operations, or the state of affairs of the consolidated entity, in subsequent financial years. Likely developments and expected results of operations Additional comments on expected results of certain of the operations of the consolidated entity are included in the Review of Operations as set out on page 3. Environmental regulation The consolidated entity is subject to significant environmental regulations in respect to its exploration and evaluation activities in Australia under State law. There have been no known breaches of these regulations and principles. Directors’ shareholdings The following table sets out the number of shares owned by each Director, directly or indirectly, at the date of this Report. Director Grant Button Adrian Paul Kevin Huntly Evan Kirby Fully paid ordinary shares 30 June 2005 options exercisable @ 20 cents 250,000 6,750,000 Nil 14,300 250,000 7,191,081 Nil Nil Significant changes in the state of affairs Significant changes in the state of affairs of the consolidated entity during the financial year were: • In June 2004, the Company completed a placement of 16,677,652 ordinary shares at an average price of $0.324 per share to raise $5,035,485 after capital raising costs; and In June 2004, the Company issued 6,000,000 ordinary shares at a deemed price of $0.30 each as consideration for the purchase of a 25% interest in the RK1 consortium. • Share and option schemes There are no share and/or option schemes in existence at the date of this Report. 7 SYLVANIA RESOURCES LIMITED (ACN 091 415 968) AND CONTROLLED ENTITIES DIRECTORS’ REPORT (cont’d) Shares under option At the date of this report there are 32,287,523 options to acquire un-issued ordinary shares in Sylvania Resources Limited exercisable at $0.20 each at any time on or before 30 June 2005. Option holders do not have any right, by virtue of the option, to participate in any share issue of the Company or any related body corporate. Meetings of directors During the financial year there were three formal director meetings. All other matters that required formal board resolutions were dealt with via circulating written rotary resolutions. In addition the Directors met on an informal basis at regular intervals during the year to discuss the Company’s affairs. Due to the size of the Board and the nature of the Company’s operations there are now no separate committees of the Board of Directors. The number of meetings of the Company’s Board of Directors attended by each Director were: G Button A Paul Evan Kirby S Huntley G Nealon Directors’ meetings held whilst in office 3 3 2 3 - Directors’ meetings attended 3 3 2 3 - Directors’ and executive officers’ emoluments The broad remuneration policy for determining the nature and amount of emoluments of board members and senior executives of the Company is to ensure the remuneration package properly reflects the person’s duties and responsibilities; and that remuneration is competitive in attracting, retaining and motivating people of the highest quality. The emoluments of each Director were as follows: Directors A S Paul G M Button K S Huntly E Kirby G A Nealon Base salary $ - - - - - Primary benefits Consulting fee $ - - 26,064 - 17,500 Director’s fees $ 20,000 20,000 20,000 12,931 - Post employment Equity Superannuation $ - - - - - Options $ - - - - - Total $ 20,000 20,000 46,064 12,931 17,500 For the period to 30 June 2004 there were no executive officers of the Company. Since 1 July 2004 the Company has had 1 executive officer. Insurance of officers During the year the Company has paid premiums in respect of a contract insuring all Directors and officers of the Company against liabilities incurred as Directors or officers to the extent permitted by the Corporations Act 2001. Due to confidentiality clause in the contract the amount of the premium has not been disclosed. This report is made in accordance with a resolution of the Directors. Grant M Button Managing Director Perth, Western Australia 28 September 2004 8 SYLVANIA RESOURCES LIMITED (ACN 091 415 968) AND CONTROLLED ENTITIES CORPORATE GOVERNANCE STATEMENT Introduction The Company has adopted systems of control and accountability as the basis for the administration of Corporate Governance. Some of these policies and procedures are summarised below. The following additional information about the Company's Corporate Governance practices is set out on the Company's website at www.sylvaniaresources.com: • Corporate Governance disclosures and explanations; • Statement of Board and Management Functions; • Nomination Committee Charter; • Policy and Procedure for Selection and Appointment of New Directors; • Summary of Code of Conduct for Company Executives; • Summary of Policy for Trading in Company Securities; • Audit Committee Charter; • Procedure for the Selection, Appointment and Rotation of External Auditor; • Summary of Compliance Procedures for ASX Listing Rule Disclosure Requirements; • Shareholder Communication Strategy; • Company's Risk Management Policy and Internal Compliance and Control System; • Statement of process for performance evaluation of the Board, Board committees, individual directors and key executives; • Remuneration Committee Charter; and • Corporate Code of Conduct. Explanations for departures from best practice recommendations During the Company's 2003/2004 financial year ("Reporting Period"), the Company has complied with each of the Ten Essential Corporate Governance Principles1 and the corresponding Best Practice Recommendations2 as published by the ASX Corporate Governance Council ("ASX Principles and Recommendations"), other than in relation to the matters specified in the table below. 1 A copy of the Ten Essential Corporate Governance Principles are set out on the Company’s website under the Section entitled "Corporate Governance". 2 A copy of the Best Practice Recommendations are set out on the Company’s website under the section entitled "Corporate Governance". 9 Principle Ref 1 Recommendation Ref 1.1A 2 2 2 3 4 5 6 2.1 2.2, 2.3 2.4 3.1 4.2, 4.3 5.1 6.1 SYLVANIA RESOURCES LIMITED (ACN 091 415 968) AND CONTROLLED ENTITIES CORPORATE GOVERNANCE STATEMENT Notification of Departure Explanation for Departure the Formalisation and disclosure of the functions reserved for the Board and those delegated to management occurred on 23 September 2004. Two of the four directors considered to be independent, for the section headed reasons provided "Identification of Independent Directors". During the Reporting Period the Board did not have a formally appointment chairman. The Managing Director, Grant Button, informally acted in the role of chairman. From 23 September 2004, the full Board will act as the nomination committee, in accordance with a nomination committee charter. in A Code of Conduct was formalised and adopted by the Company on 23 September 2004. From 23 September 2004, the full Board will act as the audit committee in accordance with an audit committee charter. Until 23 September 2004 there were no written policies and procedures designed to ensure compliance with ASX Listing Rule disclosure requirements and accountability for the compliance. The Company’s shareholder communication strategy was designed and disclosed in a formal way on 23 September 2004. 10 As from 23 September 2004 the Company achieved compliance. Prior to this time the functions were delegated as now disclosed but without formalisation and disclosure. The Board considers that its current composition is adequate for the Company's current size and operations, and includes an appropriate mix of skills and expertise, relevant to the Company's business. The Board acknowledges the importance of appointing an independent chairman and expects to resolve this matter in its 2004/2005 financial year. The role of the nomination committee is carried out by the full Board in accordance with the Nomination Committee Charter. The Board considers that at this stage, no efficiencies or other benefits would be gained by establishing a separate nomination committee. Prior to 23 September 2004, the full Board reviewed and considered the selection and appointment of directors on an as required basis. Prior to 23 September 2004 the Board considers that its business practices, as led by the example of Board and key executives, were the equivalent of a code of conduct. These practices are now reflected in the Code of Conduct adopted by the Company on 23 September 2004. The Company's financial statements are prepared by an external consultant and reviewed in detail by the full Board. The Board considers that it has an adequate balance of independent representation and financial experience to operate the audit committee in this manner. Informal procedures were in place prior to 23 September 2004 which have been formulated into the written policies and procedures. The Company has a positive strategy to communicate with shareholders, the expectations of shareholders and actively promote identify shareholder involvement in the Company. These strategies have now been documented and disclosed on 23 September 2004. SYLVANIA RESOURCES LIMITED (ACN 091 415 968) AND CONTROLLED ENTITIES CORPORATE GOVERNANCE STATEMENT Notification of Departure Explanation for Departure Principle Ref 7 Recommendation Ref 7.1 8 9 8.1 9.1 9 9.2 The Company did not have a formal framework of risk oversight and management policy and internal compliance and control system until 23 September 2004. During the Reporting Period there was no formal performance evaluation of the Board, its committees and individual directors. The Company does not have a formal remuneration policy. From 23 September 2004 the full Board will meet as the Remuneration Committee, in accordance with a Remuneration Committee charter. The Company adopted the Remuneration Committee Charter on 23 September 2004. 10 10.1 A code of conduct was adopted on 23 September 2004. 11 The Company has developed a framework for risk management, which the Company intends to enhance as the Company's operations grow. The Board has undergone continuous performance evaluation, which has resulted in significant changes to the composition of the Board in the last two financial years of the Company. The Board will consider whether such procedures should be formalised in its 2004/2005 financial year. Remuneration has been, and continues to be, in accordance with the general principles recommended by the ASX; that is, non-executive directors receive a fixed fee for their services and do not receive performance-based remuneration. There is only 1 key executive in the Company, who receives a fixed fee remuneration package that is subject to adjustment in accordance with performance. To the extent that additional executives are appointed in the future and the scope of the Company's activities expands the Company will reconsider whether a change in the structure of executive remuneration is appropriate. The Board considers that due to its small size, all members should be involved in determining remuneration levels. Accordingly, time is set aside at one Board meeting each year specifically to address the matters usually considered by a remuneration committee and function in accordance with the Remuneration Committee Charter. Executive directors absent themselves during discussion of their remuneration. Although until 23 September 2004 there was no code of conduct documented or disclosed, the Board considered its business practices, as led by the example of the Board and key executives, were the equivalent of a code of conduct. The Company has now documented these practices and principles into a written code of conduct. SYLVANIA RESOURCES LIMITED (ACN 091 415 968) AND CONTROLLED ENTITIES CORPORATE GOVERNANCE STATEMENT Skills, experience, expertise and term of office of each director A profile of each director containing the applicable information is set out in the Directors' Report. Identification of independent directors The independent directors of the Company are Kevin Huntly and Adrian Paul. Mr Huntly is an independent director in accordance with the criteria of independence as set out in Box 2.1 of the commentary that supplements the Principles of Good Corporate Governance and Best Practice Recommendations as published by the ASX Corporate Governance Council ("Independence Criteria"). Mr Paul is also considered to be an independent director. Mr Paul is a representative of Sunshore Holdings Pty Ltd, a major shareholder of the Company (approximately 13% shareholding). As a result he does not fall within paragraph 1 of the Independence Criteria. However he fulfils the other Independence Criteria. The Board of the Company (in the absence of Mr Paul) considers he is capable of making decisions and taking actions which are designed to be in the best interests of the Company, and therefore considers him to be independent. The Board notes the potential for conflict in matters where Mr Paul is involved and recognises that in such circumstances Mr Paul would declare such interest and not participate in the decision making process unless otherwise sanctioned by the Board, as is required under the Corporations Act. Statement concerning availability of independent professional advice If a director considers it necessary to obtain independent professional advice to properly discharge the responsibility of his/her office as a director, then, provided the director first obtains approval for incurring such expense from the chairperson, the Company will pay the reasonable expenses associated with obtaining advice. Names of nomination committee members and their attendance at committee meetings The full Board will formally carry out the functions of a nomination committee in accordance with a nomination committee charter from 23 September 2004. Prior to this date, any relevant matters were discussed on an as- required basis during regular meetings of the Board. Names and qualifications of audit committee members The full Board will carry out the functions of the audit committee in accordance with an audit committee charter. Each of the Board members has the relevant financial and industry experience required to perform audit committee functions. Details regarding the relevant qualifications of each of the directors are set out in the Directors' Report. Number of audit committee meetings and names of attendees The full Board met 3 times in the Reporting Period in respect of the financial accounts. Performance evaluation of the board and its members During the Reporting Period the composition and functioning of the Board as a whole was discussed from time to time at regular meetings of the Board. The Board considers that more formal procedure is not warranted at present in view of the small size, and overlap of many of the key functions, of the Board and management. 12 SYLVANIA RESOURCES LIMITED (ACN 091 415 968) AND CONTROLLED ENTITIES CORPORATE GOVERNANCE STATEMENT Company’s remuneration policies As there is only one key executive, Grant Button, who is also a director of the Company, a detailed policy which distinguishes between executive and non-executive remuneration has not been warranted to date. All of the directors receive a fixed fee for their services, which fees are set in accordance with a shareholder-approved threshold. There is no bonus system in place or other performance-based remuneration such as the achievement of certain key performance indicators. Executive remuneration is determined by the full Board in accordance with fair market rates. Names of remuneration committee members and their attendance at committee meetings. From 23 September 2004, the full Board will carry out the function of the remuneration committee, in accordance with a remuneration committee charter. During the Reporting Period, any relevant matters were addressed on an as-required basis from time to time during regular meetings of the Board. Existence and terms of any schemes for retirement benefits for non-executive directors There are no retirement benefits for non-executive directors. 13 SYLVANIA RESOURCES LIMITED (ACN 091 415 968) AND CONTROLLED ENTITIES STATEMENTS OF FINANCIAL PERFORMANCE FOR THE YEAR ENDED 30 JUNE 2004 Consolidated Parent entity Notes 2004 $ 2003 $ 2 3 3 4 Revenue from ordinary activities Borrowing costs expense Cost of exploration tenements sold Exploration expenditure written off Write down of exploration expenditure to recoverable amount Write down of non-current assets Other expenses from ordinary activities Provision for diminution of investment in controlled entity Provision for non-recovery of loan to controlled entity Loss from ordinary activities before income tax expense Income tax expense Loss from ordinary activities after income tax expense Net loss Total revenues, expenses and valuation adjustments attributable to members of Sylvania Resources Limited recognised directly in equity Total changes in equity other than those resulting from transactions with owners as owners 50,912 - - (25,323) 1,214,196 - (448,768) (2,243,512) - (9,633) (485,749) - (374,988) (17,030) (218,782) - 2004 $ 50,912 - - (12,738) - (9,633) (485,749) - 2003 $ 16,128 - - (118,941) - (17,030) (118,134) (1,500,004) - - (12,585) (304,550) (469,793) - (2,088,884) - (469,793) - (2,042,531) - (469,793) (2,088,884) (469,793) (2,042,531) (469,793) (2,088,884) (469,793) (2,042,531) - - - - (469,793) (2,088,884) (469,793) (2,042,531) Basic earnings per share (cents) Diluted earnings per share (cents) 18 18 (1.46) (1.46) (6.78) (6.78) The accompanying notes form part of these financial statements. 14 SYLVANIA RESOURCES LIMITED (ACN 091 415 968) AND CONTROLLED ENTITIES STATEMENTS OF FINANCIAL POSITION AS AT 30 JUNE 2004 Current assets Cash assets Receivables Total current assets Non-current assets Investments Mining tenements Receivables Consolidated Parent entity Notes 2004 $ 2003 $ 2004 $ 2003 $ 4,023,120 7,493 511,322 35,399 4,023,120 257,493 511,322 285,399 4,030,613 546,721 4,280,613 796,721 2,552,347 250,000 - 30,359 250,000 - 21,519 - 2,530,828 30,359 - - 5 6 7 5 Total non-current assets 2,802,347 280,359 2,552,347 30,359 Total assets 6,832,960 827,080 6,832,960 827,080 Current liabilities Payables 8 189,200 258,797 189,200 258,797 Total current liabilities 189,200 258,797 189,200 258,797 Non-current liabilities Payables Total non-current liabilities Total liabilities Net assets Equity Contributed equity Reserves Accumulated losses 9 - - 290,215 290,215 - - 290,215 290,215 189,200 549,012 189,200 549,012 6,643,760 278,068 6,643,760 278,068 10 11 12 11,957,781 285,375 (5,599,396) 5,122,296 285,375 (5,129,603) 11,957,781 285,375 (5,599,396) 5,122,296 285,375 (5,129,603) Total equity 6,643,760 278,068 6,643,760 278,068 The accompanying notes form part of these financial statements. 15 SYLVANIA RESOURCES LIMITED (ACN 091 415 968) AND CONTROLLED ENTITIES STATEMENTS OF CASH FLOWS FOR THE YEAR ENDED 30 JUNE 2004 Cash flows from operating activities Receipts from customers Payments to suppliers and employees Interest received Interest paid Net cash inflow/(outflow) from operating activities Cash flows from investing activities Loans from/(to) controlled entity Proceeds from the sale of tenements Exploration & evaluation expenditure Purchase of equity investments Net cash inflow/(outflow) from investing activities Cash flows from financing activities Repayment of loan from other party Proceeds from issue of shares Capital raising costs Notes Consolidated Parent entity 2004 $ 2003 $ 2004 $ 2003 $ 31,568 (639,563) 50,912 - 23,840 (262,733) 16,128 - - (635,901) 50,912 23,840 (103,645) 16,128 - - 17 (557,083) (222,765) (584,989) (63,677) - - (25,323) (731,621) - 375,000 (216,993) - (715,507) - (12,738) (793) 117,860 - (118,941) - (756,944) 158,007 (729,038) (1,081) (290,215) 5,404,571 (288,531) - (290,215) 450,000 5,404,571 (288,531) - - 450,000 - Net cash inflow from financing activities 4,825,825 450,000 4,825,825 450,000 Net increase/(decrease) in cash held Cash at the beginning of the financial year 3,511,798 511,322 385,242 3,511,798 126,080 511,322 385,242 126,080 Cash at the end of the financial year 4,023,120 511,322 4,023,120 511,322 The accompanying notes form part of these financial statements. 16 SYLVANIA RESOURCES LIMITED (ACN 091 415 968) AND CONTROLLED ENTITIES NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2004 NOTE 1 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES This general purpose financial report has been prepared in accordance with Accounting Standards, other authoritative pronouncements of the Australian Accounting Standards Board, Urgent Issues Group Consensus Views and the Corporations Act 2001. The financial report covers the consolidated entity of Sylvania Resources Limited and controlled entities, and Sylvania Resources Limited as an individual parent entity. Sylvania Resources Limited is a listed public company registered and domiciled in Australia. The financial report has been prepared on an accruals basis and is based on historical costs, except for certain assets that, as noted, are at valuation. Unless otherwise stated, the accounting policies adopted are consistent with those of the previous year. The following is a summary of the material accounting policies adopted by the consolidated entity in the preparation of the financial report. (a) Principles of consolidation The consolidated financial statements incorporate the assets and liabilities of all entities controlled by Sylvania Resources Limited ("Company" or "parent entity") as at 30 June 2004 and the results of all controlled entities for the year then ended. Sylvania Resources Limited and its controlled entities together are referred to in this financial report as the Consolidated Entity. The effects of all transactions between entities in the Consolidated Entity are eliminated in full. Where control of an entity is obtained during a financial year, its results are included in the consolidated statement of financial performance from the date on which control commences. (b) Income tax Tax effect accounting procedures are followed whereby the income tax expense in the statements of financial performance is matched with the accounting profit/loss after allowing for permanent differences. The future tax benefit relating to tax losses is not carried forward as an asset unless the benefit is virtually certain of realisation. Income tax on cumulative timing differences is set aside to the deferred income tax or the future income tax benefit accounts at the rates which are expected to apply when those timing differences reverse. (c) Acquisitions of assets The purchase method of accounting is used for all acquisitions of assets regardless of whether equity instruments or other assets are acquired. Cost is measured as the fair value of the assets given up, shares issued or liabilities undertaken at the date of acquisition plus incidental costs directly attributable to the acquisition. Where equity instruments are issued in an acquisition, the value of the instruments is their market price as at the acquisition date. Transaction costs arising on the issue of equity instruments are recognised directly in equity. Where settlement of any part of cash consideration is deferred, the amounts payable in the future are discounted to their present value as at the date of the acquisition. The discount rate used is the incremental borrowing rate, being the rate at which a similar borrowing could be obtained from an independent financier under comparable terms and conditions. 17 SYLVANIA RESOURCES LIMITED (ACN 091 415 968) AND CONTROLLED ENTITIES NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2004 NOTE 1 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONT’D) (d) Recoverable amount of non-current assets The carrying amounts of non-current assets valued on the cost basis, other than exploration and evaluation expenditure carried forward (note 1(i)), are reviewed to determine whether they are in excess of their recoverable amount at balance date. If the carrying amount of a non-current asset exceeds its recoverable amount, the asset is written down to the lower amount. The write-down is recognised as an expense in the net profit or loss in the reporting period in which it occurs. Where a group of assets working together supports the generation of cash inflows, recoverable amount is assessed in relation to that group of assets. In assessing recoverable amounts of non-current assets the relevant cash flows have not been discounted to their present value, except where specifically stated. (e) Investments Interests in listed and unlisted securities, other than controlled entities and associates in the consolidated financial statements are brought to account at the lower of cost or market value and dividend income is recognised in the statement of financial performance when receivable. Controlled entities and associates are accounted for in the consolidated financial statements as set out in note 1(a). (f) Payables These amounts represent liabilities for goods and services provided to the consolidated entity prior to the end of the financial year and which are unpaid. The amounts are unsecured and are usually paid within 30 days of recognition. (g) Revenue Revenue from the sale of assets is recognised upon the transfer of asset title to the purchaser. Interest revenue is recognised on a proportionate basis taking into account the interest rates applicable to the financial assets. (h) Earnings per share (i) Basic earnings per share Basic earnings per share is determined by dividing net profit/loss attributable to members, adjusted to exclude costs of servicing equity (other than dividends) and preference share dividends, by the weighted average number of ordinary shares, adjusted for any bonus element. (ii) Diluted earnings per share Diluted earnings per share adjusts the figures used in the determination of basic earnings per share by taking into account the after income tax effect of interest and other financing costs associated with dilutive potential ordinary shares and the weighted average number of shares assumed to have been issued for no consideration in relation to dilutive potential ordinary shares. 18 SYLVANIA RESOURCES LIMITED (ACN 091 415 968) AND CONTROLLED ENTITIES NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2004 NOTE 1 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONT’D) (i) Exploration and evaluation expenditure The Consolidated Entity’s policy with respect to exploration and evaluation expenditure is to use the “area of interest” method. Under this method, exploration and evaluation costs are carried forward on the following basis: (i) Each area of interest is considered separately when deciding whether and to what extent to carry forward or write off exploration and evaluation costs. (ii) Exploration and evaluation costs related to an area of interest are carried forward provided that rights to tenure of the area of interest are current and provided further that one of the following conditions are met: • • such costs are expected to be recouped through successful development and exploitation of the area of interest or alternatively, by its sale; or exploration and/or evaluation activities in the area of interest have not yet reached a stage which permits a reasonable assessment of the existence or otherwise of economically recoverable reserves and active and significant operations in relation to the area are continuing. Exploration and evaluation costs accumulated in respect to each particular area of interest includes only net direct expenditure. (iii) The carrying values of exploration and evaluation costs are reviewed by Directors where results of exploration and/or evaluation of an area of interest are sufficiently advanced to permit a reasonable estimate of the costs expected to be recouped through successful development and exploitation of the area of interest or by its sale. Expenditure in excess of this estimate is written off to the statements of financial performance in the year in which the review occurs. (j) Goods and services tax (GST) Revenue, expenses and assets are recognised net of the amount of GST, except where the amount of GST is not recoverable from the Australian Taxation Office. In these circumstances the GST is recognised as part of the cost of the acquisition of the asset or as part of an item of the expense. Receivables and payables in the Statement of Financial Position are shown exclusive of GST. (k) Cash For purposes of the statement of cash flows, cash includes deposits at call which are readily convertible to cash on hand and are subject to an insignificant risk of changes in value, net of outstanding bank overdrafts. 19 SYLVANIA RESOURCES LIMITED (ACN 091 415 968) AND CONTROLLED ENTITIES NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2004 NOTE 1 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (CONT’D) (l) Adoption of Australian Equivalents to International Financial Reporting Standards Australia is currently preparing for the introduction of International Financial Reporting Standards (IFRS) effective for financial periods commencing 1 January 2005. This requires the production of accounting data for future comparative purposes at the beginning of the next financial year. The Company’s management is assessing the significance of these changes and preparing for their implementation. An IFRS committee will be established to oversee and manage the Consolidated Entity’s transition to IFRS. The Company will seek to keep stakeholders informed as to the impact of these new standards as they are finalised. The directors are of the opinion that the key differences in the Consolidated Entity’s accounting policies which will arise from the adoption of IFRS are: Impairment of Assets The Consolidated Entity currently determines the recoverable amount of an asset on the basis of undiscounted net cash flows that will be received from the assets’ use and subsequent disposal. In terms of AASB 136: Impairment of Assets, the recoverable amount of an asset will be determined as the higher of fair value less costs to sell and value in use. It is likely that this change to impairments being recognised more often than under the existing policy. in accounting policy will lead Income Tax Currently, the Consolidated Entity adopts the liability method of tax-effect accounting whereby the income tax expense is based on the accounting profit adjusted for any permanent differences. Timing differences are currently brought to account as either a provision for deferred income tax or future income tax benefit. Under AASB 112: Income Taxes, the Consolidated Entity will be required to adopt a balance sheet approach under which temporary differences are identified for each asset and liability rather than the effects of the timing and permanent differences between taxable income and accounting profit. The Consolidated Entity also has carried forward income tax losses which have not been recognised as deferred tax assets as they do not satisfy the “virtually certain” test under current Australian Accounting Standards. Under AASB 112, it will be easier to recognise these tax losses as deferred tax assets due to the recognition test being based on whether it is “probable” that the losses will be recovered. Share-based Payment Although share based compensation does not form part of the remuneration of directors/employees of the Consolidated Entity the Consolidated Entity currently does not recognise an expense for any share-based compensation granted. Under AASB 2: Share-Based Payments, the Consolidated Entity will be required to recognise an expense for such share-based compensation. Share-based compensation is measured at the fair value of the share options determined at grant date and recognised over the expected vesting period of the options. A reversal of the expense will be permitted to the extent that non-market based vesting conditions such as service are not met. Extractive Industries The International Accounting Standards Board is yet to release an IFRS based on Exposure Draft 6 “Exploration for and Evaluation of Mineral Resources”. There remains uncertainty as to whether or not deferred exploration expenditure can continue to be capitalised. 20 SYLVANIA RESOURCES LIMITED (ACN 091 415 968) AND CONTROLLED ENTITIES NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2004 NOTE 2 – REVENUE Operating activities Sale of goods Interest received Non-operating activities Proceeds from sale of tenements Total revenue NOTE 3 - OPERATING LOSS Consolidated Parent entity 2004 $ 2003 $ 2004 $ 2003 $ - 50,912 50,912 - 16,128 16,128 - 50,912 50,912 - 16,128 16,128 - - 1,198,068 1,198,068 - - - - 50,912 1,214,196 50,912 16,128 Loss from ordinary activities before income tax expense includes the following specific net gains and expenses: Gains Profit on sale of tenements Expenses Provision for non-recovery of loan to controlled entity Provision for diminution of equity investment Provision for diminution of investment in controlled entity Write down of tenement exploration to recoverable amount Tenement exploration expenses written off Write down of other non-current assets to recoverable amount Other expenses from ordinary activities includes the following: Administration costs Compliance cost Consulting fees Directors fees Legal fees Project generation costs Travel - 749,300 - - - 9,633 - - 25,323 - - - - 374,988 2,243,512 17,030 12,585 9,633 - - 12,738 - 304,550 - 1,500,004 - 118,941 17,030 38,322 66,507 110,456 32,931 36,445 115,111 53,752 25,449 50,227 8,853 39,066 105,394 - 4,676 38,322 66,507 110,456 32,931 32,931 115,111 53,752 25,449 50,227 8,853 39,066 39,066 - 4,676 21 SYLVANIA RESOURCES LIMITED (ACN 091 415 968) AND CONTROLLED ENTITIES NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2004 NOTE 4 - INCOME TAX Consolidated Parent entity 2004 $ 2003 $ 2004 $ 2003 $ a) The income tax expense for the financial year differs from the prima facie tax applicable to the loss for the year as follows: Loss from ordinary activities before income tax expense (2,088,884) (2,042,531) (469,793) (469,793) Income tax calculated @ 30% (140,938) (626,665) (140,938) (612,759) Tax effect of permanent differences: Non deductible expenses Tax benefit not recognised 38,358 102,580 - 626,665 38,358 102,580 541,366 71,393 Income tax expense - - - - b) The directors estimate that the potential future income tax benefit in respect of tax losses not brought to account calculated at 30% is: 1,059,973 958,677 1,022,975 925,454 This benefit for tax losses will only be obtained if: (i) the consolidated entity derives future assessable income of a nature and of an amount sufficient to enable the benefit from the deductions for the losses to be realised; (ii) the consolidated entity continues to comply with the conditions for deductibility imposed by tax legislation, and (iii) no changes in tax legislation adversely affect the consolidated entity in realising the benefit from the deductions for the losses. c) Tax consolidation During the year legislation was enacted to allow groups, comprising a parent entity and its Australian resident wholly-owned entities to elect to be consolidated and be treated as a single entity for income tax purposes. The legislation, which includes both mandatory and elective elements, is applicable to Sylvania Resources Limited. At the reporting date the Directors have decided to elect to be taxed as a single entity. In accordance with Urgent issues Group (UIG) Consensus Views, UIG 39 “Effect of proposed tax consolidation legislation on deferred tax balances”, the financial effect of the legislation has not been brought to account in the financial statements for the year ended 30 June 2004, except to the extent that the adoption of the tax consolidation would impair the carrying value of any deferred tax assets. NOTE 5 – RECEIVABLES Current Sundry debtors Net GST receivable Amount receivable from controlled entity Provision for non-recovery of loan to controlled entity - 7,493 - - 31,568 3,831 - - - 7,493 567,135 (317,135) - 3,831 586,118 (304,550) 7,493 35,399 257,493 285,399 22 SYLVANIA RESOURCES LIMITED (ACN 091 415 968) AND CONTROLLED ENTITIES NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2004 NOTE 5 – RECEIVABLES (CONT) Non-current Amount receivable from controlled entity NOTE 6 – INVESTMENTS Consolidated Parent entity 2004 $ 2003 $ 2004 $ 2003 $ - - 2,530,828 - RK1 Consortium investment – at cost Unlisted equity investments – at cost Listed investments – at valuation Investment in controlled entity Provision for diminution in value of investment in controlled entity 2,530,828 - 21,519 - - - 20,000 10,359 - - - - 21,519 1,500,004 (1,500,004) - 20,000 10,359 1,500,004 (1,500,004) 2,552,347 30,359 21,519 30,359 NOTE 7 – MINING TENEMENTS Acquisition, exploration and evaluation expenditure at written down recoverable amount in respect of areas of interest in the exploration phase Less: Write down to recoverable amount Movements: Australia: Opening balance Direct expenditure for the year Cost of tenements sold Amounts written off Write down to recoverable amount Balance at end of financial year 250,000 - 624,988 (374,988) 250,000 250,000 - - - - 250,000 25,323 - (25,323) - 250,000 3,100,275 216,993 (448,768) (2,243,512) (374,988) 250,000 - 12,738 - (12,738) - - - 118,941 - (118,941) - - Ultimate recovery of exploration and evaluation expenditure carried forward is dependent upon the recoupment of costs through successful development and commercial exploitation, or alternatively by sale of the respective areas. NOTE 8 – CURRENT LIABILITIES Payables - sundry creditors 189,200 258,797 189,200 258,797 Of the payables $50,074 (2003: $117,335) is denominated and payable in South African rand. NOTE 9 – NON-CURRENT LIABILITIES Payable- unsecured loan from other corporation - 290,215 - 290,215 23 SYLVANIA RESOURCES LIMITED (ACN 091 415 968) AND CONTROLLED ENTITIES NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2004 Consolidated Parent entity 2004 $ 2003 $ 2004 $ 2003 $ NOTE 10 - CONTRIBUTED EQUITY a) Ordinary shares 51,883,883 fully paid ordinary shares (2003: 29,206,231) Movements in share capital: Balance at the beginning of the financial year 16,677,652 ordinary shares issued at an average price of $0.324 each 6,000,000 ordinary shares issued at $0.30 each to acquire a 25% interest in the RK1 consortium 3,000,000 ordinary shares issued at $0.15 each 6,331,292 ordinary shares cancelled at a deemed value of $0.13 each in consideration for the sale of certain mineral tenements Capital raising costs Balance at the end of the financial year 11,957,781 5,122,296 5,122,296 5,404,571 5,495,364 - 1,800,000 - - 450,000 - (369,086) (823,068) - 11,957,781, 5,122,296 Holders of ordinary shares are entitled to receive dividends as declared from time to time and are entitled to one vote per share at shareholders’ meetings. In the event of winding up of the parent entity, ordinary shareholders rank after all creditors and are fully entitled to any proceeds on liquidation. b) Options At as year-end there were 32,287,523 (2003: 32,287,523) options to acquire ordinary fully paid shares at $0.20 at any time on or before 30 June 2005. NOTE 11 – RESERVES Option reserve 285,375 285,375 285,375 285,375 The option reserve comprises amounts paid by option holders in the past on the issue of options. NOTE 12 - ACCUMULATED LOSSES Accumulated losses at the beginning of the financial year Net loss for the year 5,129,603 469,793 3,040,719 2,088,884 5,129,603 469,793 3,087,072 2,042,531 Balance at the end of the financial year 5,599,396 5,129,603 5,599,396 5,129,603 24 SYLVANIA RESOURCES LIMITED (ACN 091 415 968) AND CONTROLLED ENTITIES NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2004 NOTE 13 - FINANCIAL INSTRUMENTS (a) Credit risk exposures Credit risk relates to the risk that counterparties will default on its contractual obligations resulting in financial loss to the consolidated entity. The consolidated entity has adopted a policy of only dealing with credit worthy counterparties and obtaining sufficient collateral or other security where appropriate, as a means of mitigating the risk of financial loss from any defaults. The exposure of the consolidated entity to credit risk in relation to each class of recognised financial asset is the carrying amount as indicated in the statements of financial position. (b) Net fair values The fair values of all financial assets and liabilities approximate their carrying values as indicated in the statements of financial position. (c) Interest rate risk All cash balances attract a floating rate of interest. The unsecured loan from another corporation does not attract interest. The consolidated entity’s exposure to interest rate risk and the effective interest rate by maturity periods is set out below. Net financial assets/(liabilities) (160,188) 4,023,120 2004 Financial assets Cash and deposits Receivables Investments Financial liabilities Payables 2003 Financial assets Cash and deposits Receivables Investments Financial liabilities Payables Weighted Average Interest Rate 4.3% - - Weighted Average Interest Rate 3.75% - - Non- Interest Bearing Floating interest rate Fixed interest : 1 year or less Over 1 to 5 years - 7,493 21,519 29,012 4,023,120 - - 4,023,120 - (189,200) - Non- Interest Bearing Floating interest rate Fixed interest : 1 year or less Over 1 to 5 years - 35,399 30,359 65,758 511,322 - - 511,322 - (549,012) - Total 4,023,120 7,493 21,519 4,052,132 (189,200) 3,862,932 Total 511,322 35,399 30,359 577,080 (549,012) 28,068 - - - - - - - - - - - - - - - - - - - - - - - - Net financial assets/(liabilities) (483,254) 511,322 25 SYLVANIA RESOURCES LIMITED (ACN 091 415 968) AND CONTROLLED ENTITIES NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2004 NOTE 14 – REMUNERATION OF DIRECTORS AND EXECUTIVES (a) Names and positions held of parent entity directors and specific executives in office at any time during the financial year are: Parent Entity Directors Mr. G Button Mr. A Paul Mr. E Kirby Mr. S Huntley Mr. G Nealon (resigned 12 November 2003) Specified Executives Managing Director Director Director Director Director Non-executive Non-executive Non-executive Non-executive Non-executive Due to the size of the company and its current level of operations, there were no executives employed during the financial year. (b) Parent Entity Directors’ Remuneration 2004 Mr Button Mr Paul Mr Kirby Mr Huntley Mr Nealon 2003 Mr Button Mr Paul Mr Huntley Mr Nealon Mr Jessup Mr Mews Mr Griffin Primary Benefits Salary & Directors fees 20,000 20,000 12,931 20,000 - Consulting fees - - - 26,064 17,500 Post employment Superannuation - - - - - 72,931 43,564 - - - - - 9,166 - 9,166 - - 3,980 29,900 25,284 - - 59,164 - - - - - - - - - Total 20,000 20,000 12,931 46,064 17,500 116,495 - - 3,980 29,900 25,284 9,166 - 68,330 There has been no equity based compensation paid to directors in the last two financial years. 26 SYLVANIA RESOURCES LIMITED (ACN 091 415 968) AND CONTROLLED ENTITIES NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2004 NOTE 14 – REMUNERATION OF DIRECTORS AND EXECUTIVES (c) Shares and options held by Parent Entity Directors Fully paid ordinary shares Director Balance at 1 July 2003 Net Changes* Balance at 30 June 2004 Grant Button Adrian Paul Kevin Huntly Evan Kirby 250,000 6,750,000 Nil 14,300 30 June 2005 options exercisable at 20 cents Director Balance at 1 July 2003 Net Changes* Grant Button Adrian Paul Kevin Huntly Evan Kirby 250,000 6,511,980 Nil Nil * Refers to securities purchased or sold during the year. - - - - - 250,000 6,750,000 Nil 14,300 Balance at 30 June 2004 250,000 7,191,081 Nil Nil 679,101 - - (c) Remuneration practices The Company’s policy for determining the nature and amount of emoluments of board members and senior executives of the company is as follows: Remuneration levels are competitively set to attract the most qualified and experienced directors and senior executive officers. All directors receive fees for services as a director. These fees are paid in cash, the fees are fixed and approved by shareholders and are not related to the performance of the Company. The Company’s Constitution provides that directors may collectively be paid a fixed sum not exceeding the aggregate maximum per annum from time to time as determined by the Company. A director may be paid fees or other amounts as the directors determine where a director performs special duties or otherwise performs services outside the scope of the ordinary duties of a director. Since 30 June 2004 Messrs Button, Kirby and Huntley have entered into consulting agreements with the Company pursuant to which they each receive a fixed monthly retainer. 27 SYLVANIA RESOURCES LIMITED (ACN 091 415 968) AND CONTROLLED ENTITIES NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2004 NOTE 15 – REMUNERATION OF AUDITORS Audit and review services Other services –tax compliance Consolidated Parent entity 2004 $ 2003 $ 2004 $ 2003 $ 12,300 4,495 16,115 11,467 12,300 4,495 16,115 11,467 16,795 27,582 16,795 27,582 NOTE 16 - INVESTMENTS IN CONTROLLED ENTITIES (a) Investment in controlled entities Name of entity Country of registration Class of shares Equity holding Book value of parent entity’s investment 2004 % 2003 % 2004 $ 2003 $ Twinloop Nominees Pty Ltd Australia Ordinary 100 100 Sylvania South Africa (Proprietary) Ltd South Africa Ordinary 100 - Nil Nil Nil - (b) Transactions between wholly-owned group The wholly owned group consists of Sylvania Resources Limited and its wholly owned controlled entities, Twinloop Nominees Pty Ltd and Sylvania South Africa (Proprietary) Ltd. The ownership interest in these controlled entities are set out above. Transactions between Sylvania Resources Limited and its controlled entities during the year consisted of loans advanced interest-free by Sylvania Resources Limited. Aggregate amounts receivable from entities in the wholly- owned group at balance date: Current receivables (loans) Provision for non-recovery of loans Non-current receivables (loans) Parent entity 2004 $ 2003 $ 567,135 (317,135) 586,188 (304,550) 250,000 281,638 2,530,828 - 28 SYLVANIA RESOURCES LIMITED (ACN 091 415 968) AND CONTROLLED ENTITIES NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2004 Consolidated Parent entity 2004 $ 2003 $ 2004 $ 2003 $ NOTE 17 - CASH FLOW INFORMATION a) Reconciliation of loss from ordinary activities after income tax to net cash outflow from operating activities Loss from ordinary activities after income tax (469,793) (2,088,884) (469,793) (2,042,531) Profit on sale of tenements Write down of other non-current assets to (749,300) - recoverable amount 9,633 17,030 9,633 17,030 Write down of exploration expenditure to recoverable amount Mining tenement expenditure written off Write down of investment in and loan to controlled entity (Increase) / Decrease in receivables Increase/(Decrease) in payables - 25,323 - 374,988 2,243,512 - - 12,738 12,585 - 118,941 1,804,554 27,906 (150,152) (11,559) (8,552) (3,662) (146,490) 20,009 18,320 Net cash outflow from operating activities (557,083) (222,765) (584,989) (63,677) b) Non-cash financing and investing activities During the financial year the following non-cash financing or investing activities occurred: • 6,000,000 ordinary shares were issued at a deemed issue price of $0.30 each as part consideration for the acquisition of a 25% interest in the RK1 consortium. 29 SYLVANIA RESOURCES LIMITED (ACN 091 415 968) AND CONTROLLED ENTITIES NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2004 Consolidated 2004 $ 2003 $ NOTE 18 - EARNINGS PER SHARE a) Earnings used in the calculation of earnings per share (469,793) (2,088,884) b) Weighted average number of ordinary shares used in the calculation of basic earnings per share Number Number 32,174,713 30,829,949 Options are considered to be potential ordinary shares. However, they are not considered to be dilutive in nature, as their exercise will not result in a diluted earnings per share that shows an inferior view of earnings performance of the consolidated entity than is shown by basic earnings per share. NOTE 19 – COMPANY DETAILS Sylvania Resources Limited is a publicly listed company limited by shares, registered and domiciled in Australia. At reporting date, the consolidated entity had no employees. NOTE 20 – COMMITMENTS Exploration Expenditure Commitments Under the terms of tenement licences granted by the relevant Australian State Department, minimum annual expenditure obligations must be met in order for mining tenements to maintain a status of good standing. The following amounts may be required to be expended on exploration expenditure on mining tenements in which the consolidated entity has an interest. Rk1 Consortium Expenditure Commitments Under the terms of the RK1 consortium agreement the Company has certain obligations to fund a portion of the RK1 capital costs incurred. Sylvania is committed to GBP615,000 of the initial capital construction costs plus 25% of any capital expenditure in excess of budget. The above obligations are not provided for in the financial report and are payable as set out below: Within one year Later than one year but not later than five years Later than five years NOTE 21 – SEGMENT REPORTING Consolidated 2004 $ 1,615,000 - - 2003 $ 24,800 - - Parent entity 2003 $ - - - 2004 $ - - - The consolidated controlled entity has mineral exploration and investment interests in both Australia and South Africa. 30 SYLVANIA RESOURCES LIMITED (ACN 091 415 968) AND CONTROLLED ENTITIES NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2004 Australia South Africa Elimination Consolidated 2004 $ 2003 $ 2004 $ 2003 $ 2004 $ NOTE 21 – SEGMENT REPORTING (Cont’d) REVENUE External sales Total sales revenue Other revenue Share of net profits of equity accounted associates and joint venture entities Total segment revenue Unallocated revenue Total revenue RESULT Segment result Unallocated expenses net of unallocated revenue Loss from ordinary activities Income tax expense Net profit ASSETS Segment assets Unallocated assets Total assets 2004 $ - 50,912 2003 $ - - 1,214,196 - - 50,912 1,214,196 - - - - - - - - - (341,944) (1,969,943) (127,849) (118,941) 4,302,132 827,080 2,530,828 - 31 - - - - - - - - - - - - - 2003 $ - - 1,214,196 - 50,912 - - 50,912 - 50,912 1,214,196 - 1,214,196 (469,793) - (2,088,884) - (469,793) - (469,793) (2,088,884) - (2,088,884) 6,832,960 - 6,832,960 827,080 - 827,080 SYLVANIA RESOURCES LIMITED (ACN 091 415 968) AND CONTROLLED ENTITIES NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2004 NOTE 21 – SEGMENT REPORTING (Cont’d) Australia 2004 $ 2003 $ South Africa Elimination Consolidated 2004 $ 2003 $ 2004 $ 2003 $ - 2004 $ 189,200 - 189,200 2003 $ 549,012 - 549,012 - 9,633 17,030 LIABILITIES Segment liabilities Unallocated liabilities Total liabilities 139,126 312,736 50,074 236,276 OTHER Write down of non-current assets recoverable amount to 9,633 17,030 - - - - 32 SYLVANIA RESOURCES LIMITED (ACN 091 415 968) AND CONTROLLED ENTITIES NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2004 DIRECTORS’ DECLARATION The directors declare that: 1. The financial statements and notes set out on pages 14 to 32 are in accordance with the Corporations Act 2001 and: (a) comply with Accounting Standards, the Corporations Regulations 2001 and other mandatory professional reporting requirements; and (b) give a true and fair view of the Company’s and consolidated entity’s financial position as at 30 June 2004 and of their performance, as represented by the results of their operations and their cash flows, for the financial year ended on that date. 2. 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 directors. G M Button Managing Director Perth, Western Australia 28 September 2004 33 INDEPENDENT AUDIT REPORT To the members of SYLVANIA RESOURCES LIMITED Scope The Financial Report and Directors' Responsibility The financial report comprises the statement of financial position, statement of financial performance, statement of cash flows, accompanying notes to the financial statements, and the directors' declaration for both Sylvania Resources Limited (“the company”) and the consolidated entity for the year ended 30 June 2004. The consolidated entity comprises both the company and the entities it controlled during the year. The directors of the company are responsible for the preparation and true and fair presentation of the financial report in accordance with the Corporations Act 2001. This includes responsibility for the maintenance of adequate accounting records and internal controls that are designed to prevent and detect fraud and error, and for the accounting policies and accounting estimates inherent in the financial report. Audit Approach We conducted an independent audit in order to express an opinion to the members of the company. Our audit was conducted in accordance with Australian Auditing and Assurance Standards in order to provide reasonable assurance as to whether the financial report is free of material misstatement. The nature of an audit is influenced by factors such as the use of professional judgement, selective testing, the inherent limitations of internal control, and the availability of persuasive rather than conclusive evidence. Therefore, an audit cannot guarantee that all material misstatements have been detected. We performed procedures to assess whether in all material respects, the financial report presents fairly, in accordance with the Corporations Act 2001, Accounting Standards and other mandatory professional reporting requirements in Australia, a view which is consistent with our understanding of the company's financial position, and of its performance as represented by the results of its operations and cash flows. We formed our audit opinion on the basis of these procedures, which included: • • examining, on a test basis, information to provide evidence supporting the amounts and disclosures in the financial report, and assessing the appropriateness of the accounting policies and disclosures used and the reasonableness of significant accounting estimates made by the directors. While we considered the effectiveness of management's internal controls over financial reporting when determining the nature and extent of our procedures, our audit was not designed to provide assurance on internal controls. Independence In conducting our audit, we followed applicable independence requirements of Australian professional ethical pronouncements, the Corporations Act 2001. Audit Opinion In our opinion, the financial report of Sylvania Resources Limited is in accordance with: (a) the Corporations Act 2001, including: (i) (ii) giving a true and fair view of the financial position of Sylvania Resources Limited and the consolidated entity as at 30 June 2004 and of their performance for the year then ended; and complying with Accounting Standards in Australia and the Corporations Regulations 2001; and (b) other mandatory financial reporting requirements in Australia. HLB MANN JUDD Chartered Accountants Perth, Western Australia 28 September 2004 L DI GIALLONARDO Partner HLB Mann Judd (WA Partnership) 15 Rheola Street West Perth 6005. PO Box 263 West Perth 6872 Western Australia. DX 238 (Perth) Telephone +61 (08) 9481 0977. Fax +61 (08) 9481 3686. Email: hlb@mjwa.com.au. Website: http://www.hlb.com.au Partners: Ian H Barsden, Terry M Blenkinsop, Litsa Christodulou, Wayne M Clark, Lucio Di Giallonardo, Colin D Emmott, Trevor G Hoddy, Norman G Neill, Peter J Speechley 34 HLB Mann Judd (WA Partnership) is a member of International and the HLB Mann Judd National Association of independent accounting firms SYLVANIA RESOURCES LIMITED (ACN 091 415 968) ADDITIONAL INFORMATION FOR LISTED PUBLIC COMPANIES The shareholder information set out below was applicable as at 31 August 2004. A. Distribution of equity securities Analysis of numbers of equity security holders by size of holding: 1,000 1 − 1,001 − 5,000 5,001 − 10,000 10,001 − 100,000 100,001 and over Class of equity security Ordinary shares 3 43 117 159 47 369 Options 3 16 111 175 56 361 There were 7 holders of less than a marketable parcel of ordinary shares. B. Equity security holders Twenty largest quoted equity security holders – ordinary shares Name National Nominees Ltd Sunshore Holdings Pty Ltd Victoria Global Holdings Limited WB Nominees Limited Westpac Custodian Nominees Limited ANZ Nominees Limited Darenth Securities Limited Fisherstreet Management Limited Bell Potter Nominees Pty Ltd Nefco Nominees Pty Ltd HSBC Custody Nominees (Australia) Ltd Dr Salim Cassin Timriki Pty Ltd Mr See Chong Cheong Ferlim Nominees Limited Vidacos Nominees Limited Danyland Limited JM Finn Nominees Limited Mirabaud & Cie Penally Management Limited 35 Ordinary shares No. held 7,915,000 6,750,000 6,000,000 2,614,437 1,900,000 1,790,000 1,625,000 1,500,000 1,170,000 1,000,000 825,973 682,360 650,000 625,000 600,000 600,000 575,000 537,700 520,000 500,000 38,380,470 % of issued shares 15.26 13.01 11.56 5.04 3.66 3.45 3.13 2.89 2.26 1.93 1.59 1.32 1.25 1.20 1.16 1.16 1.11 1.04 1.00 0.96 73.98 SYLVANIA RESOURCES LIMITED (ACN 091 415 968) ADDITIONAL INFORMATION FOR LISTED PUBLIC COMPANIES (cont) B. Equity security holders (cont) Twenty largest quoted equity security holders - 30 June 2005 options Name Sunshore Holdings Pty Ltd Mr C Almondbur Mr Warwick John Flint ANZ Nominees Pty Ltd Goldbull Pty Ltd Timriki Pty Ltd Westpac Custodian Nominees Pty Limited Hopetoun Nominees Pty Ltd Roxtel Pty Ltd Bell Potter Nominees Pty Ltd Mr Donald Maloney Mr Peter McAleer Fortis Clearing Nominees Pty Ltd Fisherstreet Management Limited Mr A Hurwitz Mr K Rogerson Howells Kidner Pty Ltd Mr Donald Maloney Mr G Button Najava Pty Ltd (Macintosh Super Fund A/C) C. Substantial shareholders Substantial shareholders in the Company are set out below: Ordinary shares Sunshore Holdings Pty Ltd Victoria Global Holdings Limited Option holders No. held 7,191,081 1,295,880 1,050,000 800,000 600,000 600,000 600,000 500,000 500,000 436,719 375,000 375,000 340,000 325,000 300,000 300,000 290,000 255,000 250,000 250,000 % of issued options 22.27 4.01 3.25 2.48 1.86 1.86 1.86 1.55 1.55 1.35 1.16 1.16 1.05 1.01 0.93 0.93 0.90 0.79 0.77 0.77 16,633,680 51.51 Number Held Percentage 6,750,000 6,000,000 13.01 11.56 D. Voting rights The voting rights attaching to each class of equity securities are set out below: (a) Ordinary shares On a show of hands every member present at a meeting in person or by proxy shall have one vote and upon a poll each share shall have one vote. (b) Options No voting rights. 36 SYLVANIA RESOURCES LIMITED (ACN 091 415 968) ADDITIONAL INFORMATION FOR LISTED PUBLIC COMPANIES (cont) E. Tenement schedule Project Tenement Number % Held Copper Knob M52/211 Jimblebar P52/869 MLA52/739 P52/972 RK1 Consortium South Africa chrome tailings re-treatment project 100 80 80 100 25 37

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