Terramin Australia Limited
Annual Report 2019

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28 February 2020 ASX Market Announcements Office ASX Limited Exchange Centre Level 4, 20 Bridge Street SYDNEY NSW 2000 Dear Sir/Madam, Terramin Australia’s 2019 Full Year Financial Results for Announcement to the Market Terramin Australia Limited announced its results today for the full year ended 31 December 2019. Please find attached Appendix 4E and 2019 Annual Report including: • Annual Financial Report • Additional Securities Exchange Information This ASX Release was approved by the Terramin Board. Regards Richard Taylor Chief Executive Officer and Company Secretary Enc Terramin Australia Ltd ACN 062 576 238 Unit 7 202-208 Glen Osmond Road Fullarton SA 5064 T +61 8 8213 1415 F +61 8 8213 1416 info@terramin.com.au terramin.com.au Appendix 4E Statement TERRAMIN AUSTRALIA LIMITED PRELIMINARY FINAL REPORT Current reporting period: 12 months ended 31 December 2019 Previous corresponding period: 12 months ended 31 December 2018 Reporting Cycle: 12 months Results for Announcement to the Market (All comparisons to year ended 31 December 2019) $'000 Up/down Revenues from ordinary activities Revenues from ordinary activities excluding interest income - - - - Loss after tax from ordinary activities (5,611) down Movement % - - 7 Operating and Financial Review There was no revenue from ordinary activities for the financial year ended 31 December 2019. The commentary on the consolidated results and outlook, including changes in the state of affairs and likely developments of the consolidated entity, are set out in the Review of Operations section of the Directors Report. Further Appendix 4E disclosure requirements can be found in the 31 December 2019 Annual Financial Report and accompanying notes. Dividends Information Amount per share (cents) Franked amount per share (cents) Tax rate for franking credit Interim 2018 dividend per share Final 2018 dividend per share Nil Nil Nil Nil Nil Nil No interim dividend was paid for the year ending 31 December 2019 and no final dividend has been proposed for the year ending 31 December 2019. Net Tangible Assets per Security Net tangible assets per security Independent Auditors Report 31 December 2019 31 December 2018 0.02 0.03 The consolidated financial statements upon which this Appendix 4E is based have been audited and the Independent Auditors Report to the members of Terramin Australia Limited is included in the attached Annual Financial Report. Terramin Australia Ltd ACN 062 576 238 Unit 7 202-208 Glen Osmond Road Fullarton SA 5064 T +61 8 8213 1415 F +61 8 8213 1416 info@terramin.com.au terramin.com.au 2019 Annual Report Contents About Terramin ...................................................................................................................................................................... 3 Chairman’s Review ................................................................................................................................................................. 4 Key Projects ............................................................................................................................................................................ 5 Financial Report ..................................................................................................................................................................... 6 Directors’ Report .................................................................................................................................................................... 7 Directors’ Declaration .......................................................................................................................................................... 18 Auditor’s Independence Declaration .................................................................................................................................... 19 Auditor’s Independent Report .............................................................................................................................................. 20 Consolidated Statement of Profit or Loss and Other Comprehensive Income ....................................................................... 24 Consolidated Statement of Financial Position ...................................................................................................................... 25 Consolidated Statement of Changes in Equity ...................................................................................................................... 26 Consolidated Statement of Cash Flows ................................................................................................................................. 27 Notes to the Consolidated Financial Statements .................................................................................................................. 28 Tenement Information ......................................................................................................................................................... 46 Reserves and Resources ....................................................................................................................................................... 47 Additional Securities Exchange Information ......................................................................................................................... 49 2 About Terramin Terramin Australia Limited engages in the exploration, evaluation and development of base and precious metal projects in Australia and overseas. Terramin has a clear focus on growing a production pipeline of base and precious metal projects close to infrastructure and with low capital and operating costs. Consistent with this focus, the Group holds a number of highly prospective mineral deposits and exploration tenements across South Australian and Algerian locations. Projects include the flagship Tala Hamza Zinc Project, which is located on the Mediterranean coast of Algeria and is a joint venture with two Algerian government-owned companies, as well as the Bird-in-Hand Gold Project, Angas Zinc Mine, the Kitticoola joint venture, the Kapunda joint venture, the Adelaide Hills exploration tenements and two exploration earn-in agreements relating to the South Gawler Ranges and Wild Horse tenements in South Australia. In total, the Group has access to 3 billion pounds of zinc, 265,000 ounces of gold and 260 million pounds of copper in situ. Terramin has a highly capable team to take projects from exploration through feasibility to production. This team is supported by a Board which has extensive business and project development experience. The safety of everyone involved in operations is at the core of the Company. The primary objective is to operate in a manner that builds long term, sustainable value for shareholders. Registered and Business Office Australian Securities Exchange Terramin Australia Limited Unit 7, 202-208 Glen Osmond Road Fullarton, South Australia, 5063 T +61 8 8213 1415 E info@terramin.com.au W www.terramin.com.au ABN 67 062 576 238 ACN 062 576 238 Auditors Grant Thornton Audit Pty Ltd Level 3, 170 Frome Street Adelaide, South Australia, 5000 Share Registry Computershare Investor Services Pty Ltd Level 5, 115 Grenfell Street Adelaide, South Australia, 5000 T 1300 556 161 ASX ticker code: TZN Corporate Information Directors Feng Sheng Executive Chairman Michael Kennedy Non-Executive Deputy-Chairman Angelo Siciliano Non-Executive Director Kevin McGuinness Non-Executive Director Wang Xinyu Executive Director Chief Executive Officer and Company Secretary Richard Taylor 3 Chairman’s Review Dear Fellow Shareholders, In 2019, Terramin continued to focus on moving its major assets, Tala Hamza in Algeria and Bird-in-Hand in South Australia, towards production. There has been considerable progress in South Australia with the lodgement of the mining lease application for the Bird-in- Hand Gold Mine. Unfortunately, progress has slowed in respect of Tala Hamza as the Algerians work through a peaceful transition of government. With the Australian dollar gold price trading at historical highs, we are very excited about the prospect of substantial returns from the Bird-in-Hand Gold Project and the outlook for zinc and lead remains strong which will underwrite the Tala Hamza Project. There has also been considerable progress made in adding value the to Terramin’s considerable mineral portfolio with establishment of two exploration joint ventures with Freeport McMoRan totalling $31.0 million, positive progress at the Kapunda Copper Joint venture and the negotiation of exploration rights of the high grade historic Kitticoola My Directors and I are also highly appreciative of the continued support we are getting from many of our shareholders with $8.6 million raised in a recent rights issue. Our management team have continued to work diligently on all our projects whilst minimising administrative and holding costs. Tala Hamza Zinc Project Terramin has continued to engage with its joint venture partners and the Algerian government regarding the development of this project. Following confirmation from our Algerian partners that they accept the technical aspects of the project, we have continued to have a dialogue in regard to the commercial and financial outcomes of the project. Unfortunately, whilst discussions have been positive with a high level of cooperation from our partners, progress has been slowed as the Algerian government has been in a transitional political phase as they appoint a new president and government. Now that a new government has been established, we are confident that positive discussions will resume. Bird-in-Hand Gold Project We have been continuing to make pleasing progress in respect to advancing the Bird-in-Hand Gold Project towards development. The completion of the Managed Aquifer Recharge test work enabled the Company to complete and lodge with the South Australian government, a Mining Lease Application. This application is now under consideration by the Department for Energy and Mining and we anticipate approval in 2020. On behalf of my fellow directors, I would like to acknowledge the devastating impact of the Cudlee Creek fire on the local community. We would like to also acknowledge the great work of all emergency services in protecting the local community. Terramin’s Bird-in-Hand property, Goldwyn, was partially damaged by the fire however damage was limited due to the efforts of our staff and our neighbours. Terramin has extended assistance to its near neighbours following the fire. The Company is advancing the finalisation of a definitive feasibility study which is expected to be finalised in the 2nd quarter of this calendar year. We are also in discussions with a number of parties in respect of the funding of the construction of the Bird-in-Hand Gold Project. Concluding Remarks I believe that 2020 is going to be a very exciting year for the Company with positive news on Bird-in-Hand and Tala Hamza and hopefully exciting news of our exploration activities. Feng (Bruce) Sheng Executive Chairman 4 Key Projects TALA HAMZA ZINC PROJECT ALGERIA (65%) BIRD-IN-HAND GOLD PROJECT SOUTH AUSTRALIA (100%) • Mineral Resource of 53.0 million tonnes @ • Mineral Resource of 265,000 ounces at 12.6 g/t 5.3% zinc and 1.3% lead. • Definitive Feasibility Study 2018, mining lease application and Environmental Impact Study substantially completed and ready for lodgement by joint venture partners. Extensive infrastructure in place. Low power and fuel costs. Attractive regional exploration. • • • gold. • Ore body remains open at depth with further • exploration upside nearby. Scoping Study for Bird-in-Hand released with Post-Tax Nominal NPV8 of $101 and IRR 96%. 1 • Utilising existing Angas Processing Facility. • Initial bores required for the Managed Aquifer Recharge (MAR) installed. 1. NPV 8: NPV has been discounted using a discount rate of 8%. NPV and IRR are discounted from ramp up of start-up capital. 5 Financial Report 6 Directors’ Report for the Year Ended 31 December 2019 Your Directors submit their report on the consolidated entity Terramin Australia Limited (the Company or Terramin) and its controlled entities (the Group), for the year ended 31 December 2019 and auditor’s report. Mr Kevin McGuinness BAA, ACA Non-Executive Director Appointed 17 April 2013 Directors The following persons were Directors of the Company during the whole of the year and up to the date of the report unless stated otherwise: Mr Feng (Bruce) Sheng Executive Chairman Appointed Director 17 April 2013 and Executive Chairman 11 January 2018 Mr Sheng is Chairman of Melbourne based Asipac Group (including Asipac Capital Pty Ltd and Asipac Group Pty Ltd) (Asipac). He has owned and operated several businesses over the years predominantly focused in property investment and development. Asipac is an active investor in the resources sector and a significant shareholder in Terramin. Asipac is also an active member of the Australia China Business Council (ACBC) and Mr Sheng is the Vice-President of the ACBC (Victoria). Mr Michael H Kennedy B.Com (Economics) Non-Executive Deputy Chairman Appointed 15 June 2005 Mr Kennedy has enjoyed a 40 year career in the non-ferrous mining and smelting industry, and has held a number of senior marketing and logistics roles with the CRA/RTZ Group, managing raw material sales from the Bougainville, Broken Hill, Cobar and Woodlawn mines, managed raw material purchases and supply into the Port Pirie lead smelter, Budel zinc smelter (Netherlands), and the Avonmouth (UK) and Cockle Creek (Newcastle) zinc-lead smelters. He was the resident Director of the Korea Zinc group of companies in Australia from 1991 until 2005, which encompassed the construction and commissioning of the Sun Metals zinc refinery in Townsville. Mr Kennedy is a member of the Audit, Risk and Compliance Committee and the Nominations and Remuneration Committee. Mr Wang Xinyu Executive Director Appointed Director 2 March 2017 and Executive Director 11 January 2018 Mr Wang has project management experience in a number of smelting and mining operations in the Middle East and Central Asia, notably the Iran Yazd Zinc Mine and Smelter and the Arak Aluminium Smelter Project. Mr Wang is a former vice president of China Non-Ferrous Metal Industry’s Foreign Engineering and Construction Co Ltd. Mr McGuinness is a finance executive with more than 25 years of experience as a Director and in executive management with ASX listed and private companies in the mining, medical equipment industries and not-for-profit organisations. Mr McGuinness was previously the Chief Financial Officer of Exact Mining Services. He is the current Chairman of Green Industries SA, a former Director and Chairman of the Royal Zoological Society of SA and a former Director of ASX listed, Ellex Medical Lasers Limited. Mr McGuinness is Chair of the Audit, Risk and Compliance Committee and the Nominations and Remuneration Committee. Mr Angelo Siciliano FIPA, Registered Tax Agent, BBus Non-Executive Director Appointed 2 January 2013 in property development and Mr Siciliano has more than 20 years of experience as an accountant financial accounting. Mr Siciliano is the Chief Financial Officer of Asipac and for the last 17 years has owned and managed an accounting practice predominantly focussing on taxation advice and business consulting. Mr Siciliano is a fellow of the Institute of Public Accountants. He is a member of the Company’s Audit, Risk and Compliance Committee, and of the Nominations and Remuneration Committee. Company Secretary Mr Richard Taylor BEco & Law (First Class Honours), Masters of Law, MBA, GAICD Chief Executive Officer Appointed 1 March 2019 Mr Taylor is a mining executive with more than 15 years’ experience in senior international and resource sector roles. He was most recently Managing Director of PanAust Ltd’s Asia business subsidiary, Phu Bia Mining Limited, where he held responsibility for business development initiatives in Myanmar and exploration in Laos. He has held senior executive roles with Mineral Deposits Limited, Oxiana Ltd, MMG and the World Bank. Richard is a graduate and member of the Australian Institute of Company Directors (GAICD) and has held board roles with a number of companies and not-for-profit organisations. Richard holds an MBA from the University of Cambridge and is a qualified lawyer admitted to practice in New South Wales. 7 Directors’ Report (continued) Meetings of Directors The number of meetings of the Company’s Board of Directors and of each Board committee held during the year ended 31 December 2019, and the number of meetings attended by each Director were: Directors F Sheng M Kennedy K McGuinness A Siciliano X Wang Directors’ Meetings E 13 13 13 13 13 A 13 13 13 12 4 Audit, Risk & Compliance Committee A E - - 4 4 4 4 4 4 - - Nominations & Remuneration Committee A E - - 2 2 2 2 2 2 - - E Number of meetings eligible to attend. A Number of meetings attended. Principal Activities During the year, there were no significant changes in the nature of the Group’s principal activities which continued to focus on the development of and exploration for base and precious metals (in particular zinc, lead and gold) and other economic mineral deposits. Operating Results The consolidated loss of the Group after providing for income tax was $5.6 million for the year ended 31 December 2019 (2018: $6.0 million). The major contributors to the result were development costs, interest and administration expenditure in relation to Australian and overseas operations. The consolidated net asset position as at 31 December 2019 was $50.5 million, increased from $47.4 million as at 31 December 2018. Dividends Paid or Recommended No dividends were paid or declared during the year and no recommendation was made to pay a dividend. Review of Operations During the year, the Company continued to focus on the exploration, evaluation and development of base and precious metal projects in Australia and Algeria. Highlights for each of the Company’s major projects are reported below. North African Projects Tala Hamza Zinc Project (Terramin 65%) The Tala Hamza Zinc Project is 100% owned by Western Mediterranean Zinc Spa (WMZ). Terramin has a 65% shareholding in WMZ. The remaining 35% is held by two Algerian Government owned companies: Enterprise National des Produits Miniers Non-Ferreux et des Substances Utiles Spa (ENOF) (32.5%) and Office National de Recherche Géologique et Minière (ORGM) (2.5%). WMZ was formed following a resolution of the State Participation Council (CPE) to create a legal entity between ENOF and Terramin for the development and mining of the Tala Hamza zinc-lead deposit. In December 2018, Terramin was advised by its joint venture partners that they were satisfied with the technical aspects of the project. This enabled the parties to begin discussions on the economic and commercial aspects of the project, including financing. In April 2019, Algerian President Abdelaziz Bouteflika stepped down after 20 years in power. This has resulted in the Algerian government essentially being in caretaker mode until the new President, Abdelmadjid Tebboune was elected in December 2019. During this period, the Algerian government was not making any decisions in respect of major projects, including Tala Hamza. Terramin is expecting discussions with the Algerian parties to resume in early 2020 following the establishment of the new government. Australian Projects Bird-in-Hand Gold Project (including Angas Zinc Mine and Processing Facility) (Terramin / Terramin Exploration Pty Ltd 100%) The Bird-in-Hand Gold Project is located approximately 30km north of Terramin’s existing mining and processing facilities at the Angas Zinc Mine in Strathalbyn. The project has a high grade Resource of 265,000 ounces of gold at 12.6g/t, which is amenable to underground mining. Subject to required regulatory approvals, the Bird-in-Hand material will be processed utilising the facilities at the Angas Zinc Mine, which can be modified to process gold-bearing material. The existing tailings dam has the capacity to hold all the Bird-in-Hand tailings. The Angas Zinc Mine and Processing Facility is located 2 km outside the town of Strathalbyn, 60 km south east of Adelaide. The mine is currently in care and maintenance pending the resumption of exploration at depth and near mine, in addition to evaluation of the development of the Bird-in-Hand Gold Project. The site remains in compliance with the lease conditions on all levels. The Bird-in-Hand deposit has a global Mineral Resource Estimate of 650 Kt (at a cut off of 1.0 g/t) including an Indicated Resource of 432 Kt. Total material mined (at a project evaluation cut-off grade of 1.0 grams per tonne) is 595 Kt at 11g/t (76% Indicated and 24% Inferred) with an average mine production rate of 150 Ktpa and mine life of 4 years (5 years including pre-production and final backfilling). In June 2019, Terramin lodged the Mining Lease Application for the Bird-in-Hand Gold Project and a Miscellaneous Purpose Lease in respect of the processing of ore at the Angas Zinc Mine site. The lodgement of these applications was followed by an extensive period of public consultation that closed in late September 2019. 8 Directors’ Report (continued) Terramin is expecting to receive feedback on the applications in early 2020 with approval expected later in 2020. In the meantime, Terramin is drafting the Program for Environmental Protection and Rehabilitation (PEPR) which is anticipated to be lodged soon after the approval of the Mining Lease. Further technical studies in respect of geotechnical conditions, ventilation and surface infrastructure as well as some drilling to obtain ore for metallurgical test work, has been progressed to support the finalisation of the definitive feasibility study in early 2020. Discussions with potential offtake partners and other parties in respect of the financing of the project have commenced with a high level of interest recorded. Adelaide Hills Project (Terramin / Terramin Exploration Pty Ltd 100%) The Adelaide Hills Project consists of eleven exploration tenements that cover 3,481km² largely over the southern Adelaide Fold Belt. This project area is considered prospective for gold, copper, lead and zinc. In addition to Bird-in-Hand Gold Project and the Kapunda Copper Joint Venture, current active project areas include Wild Horse and Kitticoola. In January 2019, Terramin acquired a 100 % holding of Private Mine 53, which covers the historic Kitticoola copper gold mine located 2.5km south of Palmer and approximately 62km by road from the Angas Zinc Mine. The Kitticoola Mine operated between 1846 and 1869 as a copper mine producing 7,000 tonnes of ore at an estimated average grade of 2.25% copper. The gold potential was not realised until 1890 and the mine intermittently produced 30,000 tonnes of ore at an average recovered grade of 5.4 g/t gold at that time. Mineralisation in the mine area is comprised of nine lodes, with only three, the Baker, Mastermann and Anstey lodes having been opened to any extent. The lodes occupy two sets of tensional fractures within the Palmer Fault. Lodes occur within the Palmer Granite as narrow veins ranging from 1m to 15m in width and 30m to 200m in length. In 1981 CRA Exploration Pty Ltd (CRA) evaluated the remnant mineralisation in the oxide and sulphides zones as having average grades of 5.24g/t gold and 0.55% copper and 14.52g/t gold and 4.45% copper respectively. Terramin will evaluate Kitticoola by drilling to test the modelled down plunge extension of the Mastermann Lode in early 2020. In June 2019, Terramin entered into an earn in agreement with Freeport-McMoRan Exploration Pty Ltd (Freeport) in respect of the Wild Horse Copper Gold prospect near Murray Bridge. Freeport have agreed to spend $3.0 million over a maximum of 4 years to earn 51% and a further $20.0 million over a maximum of 6 years to earn a further 24%. Exploration has commenced and is expected to continue in the new year. Kapunda Copper Joint Venture (Terramin Exploration Pty Ltd 100%, subject to farm-out) In August 2017, Terramin entered into an agreement with Environmental Copper Recovery Pty Ltd (ECR) in respect of the potential development of a low cost in situ recovery (ISR) copper project near Kapunda, South Australia, approximately 90 km north of Adelaide. The joint venture is investigating the potential to extract through ISR the copper from shallow oxide ores in and around the historic Kapunda Mine workings. If field leaching tests are successful, then a feasibility study of the project to produce copper (and possibly gold) will be commissioned. Under the terms of the agreement, ECR can earn a 50% interest in the project after spending $2.0 million and a further 25% after spending an additional $4.0 million. Subject to the completion of this expenditure, Terramin will retain 25% and receive a 1.5% royalty in respect of all metals extracted by the joint venture. Terramin and ECR have estimated a combined Resource of 47.4 million tonnes at 0.25% copper containing 119,000 tonnes of copper using a 0.05% copper cut off. This Resource estimate is only in respect of that part of the Kapunda mineralisation that is considered amendable to ISR (copper oxides and secondary copper sulphides) and only reports mineralisation that is within 100 metres of the surface. ECR was successful in government funding to pursue the ISR testwork. in securing $2.6 million in 2018 During the year, ECR has advanced its work with the completion of three drill holes at Kapunda. Two of these wells were screened and preliminary pump tests undertaken with further hydrological tests planned for early 2020. Analyses of the drill chips by a hand held X-Ray Fluorescence defined broad zones of copper mineralisation including 66 metres @ 0.27% copper and 23 metres @ 0.49%. Samples from these holes have been submitted to CSIRO for large particle leach tests to evaluate for copper recovery utilising ISR. South Gawler Ranges Project (Menninnie Metals Pty Ltd (MMPL) 100%) The South Gawler Ranges Project is located in the Gawler Craton of South Australia, an area that is becoming increasingly recognised as an under-explored region with high discovery potential. The project comprises a group of eighteen Exploration Licenses totaling 4,524km2. The project area is prospective for a range of deposit styles that host combinations of gold, silver, copper, lead and zinc. The project hosts the Menninnie Dam deposit, the largest undeveloped lead-zinc deposit in South Australia. In July 2019, Terramin entered into an earn-in agreement with Freeport in respect of the South Gawler Ranges Project. Freeport have agreed to spend $3.0 million over a maximum of 4 years to earn 70% and a further $5.0 million over a maximum of 6 years to earn a further 10%. Exploration has commenced and is expected to continue into the new year. 9 Directors’ Report (continued) Corporate During the year the Company completed a pro rata non- renounceable rights issue offered to all existing shareholders raising $8.6 million. The funds raised was sufficient to support the Bird in Hand Gold Project Mining Lease Application and feasibility study, and pay down existing debt. The Company agreed with its major shareholder Asipac to restructure their loan facilities during the year to increase the Standby Term Facility from $6.25 million to $15.55 million, to accommodate refinancing of the $5.3 million Angas Zinc Mine environmental closure bond, and extending the existing debt facilities to 30 April 2021. The Corporate Facility has been repaid in full and the Standby Term Facility has been reduced to $15.52 million as a result of the Non-Renounceable Rights Issue in December 2019. There were no options exercised and no options issued during the reporting period. Business Development Activities Throughout 2019, the Company continued to identify, assess and, where appropriate, pursue the acquisition of interests in advanced mining projects. The Company negotiated the acquisition of Private Mine 53 (PM53), which contains the historic Kitticoola Mine and entered into joint ventures with Freeport in respect of the Wild Horse copper-gold prospect and the South Gawler Ranges Project. Significant Changes in State of Affairs There were no significant changes in the state of affairs of the Group during the year, other than as referred to in this report. Subsequent Events There are no other matters or circumstances that have arisen since the end of the year that have significantly affected or may significantly affect either the entities operations or state of affairs in future years or the results of those operations in future years. Future Developments The Group will continue to work with its Algerian partners to obtain the regulatory approvals and proceed with the development of the Tala Hamza Zinc Project. The Group also intends to progress the Bird-in-Hand Gold Project through to the permitting of the project and undertake exploration and evaluation expenditure, particularly at Kitticoola. Competent Person Statement The information in this report that relates to Exploration Results and Mineral Resources is based on information compiled by Mr Eric Whittaker (Tala Hamza, Menninnie, Angas and Kapunda Resources and Exploration Results) and Mr Dan Brost (Bird-in-Hand Resource), both being Competent Persons who are Member(s) of The Australasian Institute of Mining and Metallurgy (AusIMM). Mr Whittaker is employed as the Regional Exploration Manager of Terramin Australia Limited and Mr Brost is a geologist consulting to Terramin. Mr Whittaker and Mr Brost have sufficient experience that is relevant to the style of mineralisation and type of deposit under consideration and to the activity being undertaken to qualify as Competent Person(s) as defined in the 2012 Edition of the ‘Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves’. Mr Whittaker and Mr Brost consent to the inclusion in the report of the matters based on their information in the form and context in which it appears. The information in this report that relates to Ore Reserves is based on information compiled or reviewed by Mr Luke Neesham, a Competent Person who is a Member of The Australasian Institute of Mining and Metallurgy (AusIMM). Mr Neesham is Principal Mining Engineer for GO Mining Pty Ltd a consulting firm engaged by Terramin Australia Limited to prepare mining designs and schedules for the Tala Hamza Feasibility Study. Mr Neesham has sufficient experience that is relevant to the style of mineralisation and type of deposit under consideration and to the activity being undertaken 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’. Mr Neesham consents to the inclusion in the report of the matters based on his information in the form and context in which it appears. 10 Directors’ Report (continued) Corporate Governance Statement Terramin has adopted fit for purpose systems of control and accountability as the basis for the administration and compliance of effective and practical corporate governance. if These systems are reviewed regularly and revised appropriate. The Board is committed to administering the Company’s policies and procedures with transparency and integrity, pursuing the genuine spirit of good corporate governance practice. To the extent they are applicable, the Company has adopted the ASX Corporate Governance Council’s Corporate Governance Principles and Recommendations, 3rd Edition. As the Group’s activities transform in size, nature and scope, additional corporate governance structures will be considered by the Board and assessed as to their relevance. In accordance with the ASX Listing Rules, the Corporate Governance Statement and Appendix 4G checklist are released to the ASX on the same day the Annual Report is released. The Corporate Governance policies and charters can be found on the Company’s website. Audit and Risk Committee - assists the Board in the effective discharge of its responsibilities in relation to financial reporting and disclosure processes, internal financial controls, funding, financial risk management, including external audit functions, and oversight of the internal control and risk management system’s effectiveness. Nomination and Remuneration Committee - assists the Board in discharging its responsibilities relating to the remuneration of directors, executives and employees, succession planning, and relevant policy establishment and monitoring. Our Board of Directors and Executives Name of Director Mr Feng (Bruce) Sheng Mr Michael Kennedy Mr Kevin McGuinness Mr Angelo Siciliano Mr Wang Xinyu Name of Executive Mr Richard Taylor Term Director and Chairman Classification Executive Director and Deputy Chairman Director Director Director Term Chief Executive Officer and Company Secretary Independent Independent Non- Independent Executive Classification Executive This Corporate Governance Statement is current as at 28 February 2020 and has been approved by the Board of Terramin Australia Limited. Share Capital (a) Ordinary Shares As at 31 December 2019, there were 2,116,562,720 fully paid ordinary shares in the capital of the Company on issue. (b) Unlisted Options outstanding at the date of this report At the date of this report, 10,000,000 unlisted options over fully paid ordinary shares in the capital of the Company were on issue. Expiry Date 2 August 2023 2 August 2023 2 August 2023 2 August 2023 Total Exercise Price $ 0.20 0.25 0.32 0.40 Number of Options on Issue 2,500,000 2,500,000 2,500,000 2,500,000 10,000,000 No person entitled to exercise an option had or has any right by virtue of the option to participate in any share issue of the Company or any other body corporate. (c) Unlisted options exercised/cancelled during the year There were no unlisted options over fully paid ordinary shares in the capital of the Company exercised during the period. (d) Unlisted options exercised/cancelled since 31 December 2019 No unlisted options over fully paid shares in the Company have been exercised or cancelled since 31 December 2019. (e) Share rights issued/converted during the year During the year, there were no share rights issued and converted into shares during the reporting period. rights issued/converted (f) Share December 2019 Since 31 December 2019, there were no share rights converted to ordinary shares. since 31 Remuneration Report - Audited This remuneration report for the year ended 31 December 2019 outlines the remuneration arrangements of the in accordance with requirements of the Company Corporations Act 2001 (Act) the Corporations Regulations 2001. the remuneration remuneration report details The arrangements for Key Management Personnel (KMP). Under the Accounting Standards, KMPs are defined as those persons having authority and responsibility for planning, directing and controlling the major activities of the Company including any Director (whether executive or otherwise). The information regarding remuneration and entitlements of the Company’s Board and KMP required for the purposes of Section 300A of the Act is provided below. 11 Directors’ Report (continued) (a) Directors and Other Key Management The following persons were Directors of the Company during the financial year and up until the date of this report unless stated otherwise: Non-Executive Directors Mr F Sheng (Chairman - Non-Independent) Mr MH Kennedy (Deputy Chairman - Independent) Mr A Siciliano (Non-Independent) Mr K McGuinness (Independent) Mr X Wang (Non-Independent) The following persons are also Key Management Personnel of the Group: Other Key Management Personnel Mr R Taylor (Chief Executive Officer)1 Mr S Iacopetta (Chief Financial Officer & Company Secretary)2 1. Mr R Taylor commenced Chief Executive Officer on 28 May 2018 2. Mr S Iacopetta concluded his employment on 1 March 2019 Nominations and Remuneration Committee (b) The Nominations and Remuneration Committee is a committee of the Board. The current members of the committee are Mr K McGuinness (Chair), Mr MH Kennedy and Mr A Siciliano. it • • The Committee is responsible to assist the Board to: • ensure is of an effective composition, size and commitment to adequately discharge its responsibilities and duties; and independently ensure that the Company adopts and complies with remuneration policies that: attract, retain and motivate high calibre Directors and Executives so as to enhance performance by the Company; assess the human resource needs of the Company; and • • motivate Directors and management to pursue the long- term growth and success of the Company within an appropriate control that shareholder and employee interests are aligned. framework and ensure Remuneration Policy and Practices (c) This report outlines the remuneration arrangements for KMP of the Company. It is recognised that the performance of the Company depends on the quality and skills of its Directors and Executives. The Board is mindful of the need to attract, motivate and retain highly skilled Directors and Executives. Compensation of KMPs of the Group is competitively set to attract and retain appropriately qualified and experienced Directors and Executives in accordance with the following principles: • Provide competitive rewards in accordance with market standards to attract and retain high calibre Directors and other KMP; and Link rewards with the strategic goals and performance of the Group and the creation of shareholder value (by the granting of share options where appropriate). • in addition The policy for determining the nature and amount of remuneration of the KMP includes consideration of the overall individual performance performance of the Group. Historically, the Group’s performance was measured by a range of financial and production indicators. Since the Angas Zinc Mine was placed in care and maintenance, the remuneration of KMPs is dependent upon achievement of progress towards a number of company objectives: to 1) company funding; 2) progress towards the development of the Tala Hamza Zinc Project (including delivery of revised DFS, decision to mine by the partners, approvals, funding and transition towards development); 3) progress towards the development of the Bird-in- Hand Gold Project (including approvals, financing, firming and expanding the existing resource); and 4) growing the Company’s assets. (d) Use of Remuneration Consultants From time-to-time the Nominations and Remuneration Committee may seek external remuneration advice as required. No such advice was obtained during the reporting period. (e) Remuneration Report Approval At the last Annual General Meeting held on 30 May 2019, the Remuneration Report for the financial year ending 31 December 2018 was approved by shareholders. (f) Executive Remuneration and Incentives Fixed Remuneration I. The fixed portion of Executive remuneration packages comprise a base salary, statutory superannuation payment and FBT charges related to employee benefits, such as car parking. Executive performance and remuneration packages are reviewed, where possible, annually by the Nominations and Remuneration Committee. The review process includes consideration of both individual performance and the overall performance of the Group. Share Rights II. Following the feedback from shareholders at the 2017 AGM the Board resolved to no longer issue share rights under the plan as part of the CEO’s base salary. The Company currently does not have an operative Share Rights Plan. Incentives III. Performance based remuneration may include both short- term and long-term incentives, and is designed to reward KMP for meeting or exceeding key performance indicators (KPI’s). KPI’s may include financial metrics and completion of key group objectives. The Board may from time-to-time approve the award of such incentives subject to satisfaction of KPI’s. The short-term incentive (STI) is an “at risk” bonus which may be provided in the form of cash and/or equity securities. 12 Directors’ Report (continued) Long-term incentives may be provided under the Terramin Australia Employee Option Plan (EOP). The Directors may grant options to employees to acquire shares at an exercise price set by the Board. Each share option converts into one ordinary share of the Company when exercised. The grant of options is linked to the achievement of the Company’s objectives (refer item (c) of the remuneration report) and the creation of shareholder value. Employment Contracts I. Mr Richard Taylor, the Company’s Chief Executive Officer and Company Secretary, entered into an employment contract in May 2018 with no fixed term. The Company or the CEO may terminate the agreement by providing 3 months’ notice. The Company may elect, at its discretion, to make a payment in lieu. Under this contract, Mr Taylor receives a salary of $325,000 per annum (including superannuation). Unless agreed otherwise by the Board, termination payments of any Executives or employees are not payable in the instance of resignation or dismissal for serious misconduct. (g) Directors Remuneration Remuneration I. The maximum aggregate fees payable to Non-Executive Directors is subject to approval by shareholders at a general meeting. All securities issued to Directors and related parties must be approved by shareholders at a general meeting. Non-Executive Directors are either paid a base fee plus superannuation, or remunerated via contractual arrangements approved by the Board and negotiated in consultation with the Nominations and Remuneration Committee. The current Non- Executive base fees (other than fees for the Chairman and Deputy Chairman) are $40,000 per annum. The Chairman and Deputy Chairman receive $100,000 and $60,000 per annum respectively. The non-executive directors fees paid are consistent with fees paid to non-executive directors of comparable companies. Company policy supports the issue, where appropriate, of equity securities to Directors (whether Executive or Non-Executive) to help ensure Directors’ interests are aligned with those of shareholders. The Board has not paid director’s fees in shares during the reporting period. The aggregate fees paid to Non-Executive Directors during 2019 was $212,500 (with a further $175,615 remaining unpaid, including $73,115 from prior year, at reporting date) compared to the maximum limit approved by shareholders at the 2010 Annual General Meeting of $700,000. The Board recognises that from time-to-time, Non-Executive Directors are called upon to provide services in addition to their usual Director’s duties. Accordingly, Directors may be compensated for additional duties undertaken at the request of the Board, for instance extensive travel to Algeria or meetings with overseas investors. In accordance with Company policy additional compensation of up to $1,000 per day may be provided to Directors for work additional to standard Board duties. This form of Non-Executive compensation is only provided in circumstances where Directors are required to commit time beyond that expected of a Non-Executive Director role and requires a continuous commitment of 2 or more days. Additional remuneration may be paid in shares in lieu of cash subject to shareholder approval. During 2019 no additional fees were paid to Non- Executive Directors in relation to work outside of standard Board duties. II. Director Options There were no options or other equity securities issued to Directors during the year as remuneration. III. Retirement or other Post-Employment Benefits The Company has no policy to provide benefits to its Directors or Executives upon their retirement or otherwise upon cessation of employment, other than by making the statutory superannuation guarantee contributions as required by law. IV. Board and Committees – Membership and Remuneration The following table sets out the Chair and members of each committee and the annual fees allocated for each position. Committee Each Non-Executive Director Additional work to 1 standard Board duties Chairman Fee $ Vice Chairman Fee $ Member Fee $ 100,000 60,000 40,000 1,000/day 1,000/day 1,000/day Audit, Risk and Compliance K McGuinness (Chair), MH Kennedy, A Siciliano Nominations and Remuneration K McGuinness (Chair), MH Kennedy, A Siciliano Due Diligence K McGuinness (Chair), MH Kennedy 7,500 7,500 - - - - 5,000 5,000 - 1. Subject to Board approval to compensate for work undertaken in addition to standard Director’s duties and requires a commitment of 2 or more days. 13 Directors’ Report (continued) (h) Parent Entity Directors’ and Executives’ Remuneration and Entitlements During the year, the following cash and non-cash payments were made to the Key Management Personnel: Short Term Benefits Salary & Fees Contract Payments Long Term Benefits Annual and Long Service Leave7 Post-Employment Share-based Payments Total Termination Benefits Share Rights Share Options % of Total Key Management Personnel Directors1 MH Kennedy A Siciliano K McGuinness F Sheng W Xinyu 2019 2018 2019 2018 2019 2018 2019 2018 2019 2018 Key Management Personnel R Taylor2 S Iacopetta3 MS Janes4 JF Ranford5 SD Gauducheau6 TOTAL 2019 2018 2019 2018 2019 2018 2019 2018 2019 2018 2019 63,927 63,927 - - - - - - - - 296,804 177,702 38,957 131,425 - 230,776 - 116,058 - 138,073 - 50,000 50,000 55,000 55,000 100,000 100,000 40,000 40,000 - - - - - - - - - - Super- annuation Benefits 6,073 6,073 - - - - - - - - - - - - - - - - - - 10,102 16,105 (12,014) 11,984 - 28,196 16,882 4,535 12,485 - (114,017) 15,089 - - (75,880) 8,853 - - 399,688 245,000 (1,912) 38,804 - (60,642) 8,721 100,000 2018 857,961 245,000 1. Refer to page 14 of the Directors’ Report for details of Non-Executive Directors’ fees allocated by role 2. Mr R Taylor commenced Chief Executive Officer on 28 May 2018 3. Mr S Iacopetta concluded his employment on 1 March 2019 4. Mr MS Janes concluded his employment on 8 August 2018 5. Mr JF Ranford concluded his employment on 30 April 2018 6. Mr SD Gauducheau concluded his employment on 28 June 2018 7. The amounts disclosed in this column represent the movements in the associated provisions (222,450) 68,103 100,000 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 0.0% 0.0% 70,000 70,000 0.0% 50,000 0.0% 50,000 0.0% 55,000 0.0% 55,000 0.0% 100,000 0.0% 100,000 0.0% 40,000 0.0% 40,000 187,533 35.9% 522,635 110,956 34.5% 321,645 - - - - - - - - 0.0% 31,478 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 155,894 - 131,848 - 49,031 - 186,152 187,533 - 869,113 110,956 - 1,159,570 14 Directors’ Report (continued) (i) Key management personnel - shares and options over equity instruments The movement during the reporting period in the number of ordinary shares or options over ordinary shares in Terramin Australia Limited by each Key Management Personnel is as follows: Shares Balance 1 Jan 19 Shares Acquired during Year Shares Issued as Remuneration Cessation as KMP Shares Balance 31 Dec 19 Key Management Personnel Parent Entity Directors MH Kennedy A Siciliano K McGuinness F Sheng W Xinyu Other Key Management Personnel R Taylor S Iacopetta1 3,934,580 9,923,168 2,023,580 1,311,527 76,832 674,528 620,713,916 206,755,754 - - - - - - - - - - - - - - - - - - - - - - 5,246,107 10,000,000 2,698,108 827,469,670 - - - 845,413,885 Total 1. Mr S Iacopetta concluded his employment on 1 March 2019 636,595,244 208,818,641 Key Management Personnel Parent Entity Directors MH Kennedy A Siciliano K McGuinness F Sheng W Xinyu Other Key Management Personnel R Taylor S Iacopetta2 Options Balance 1 Jan 19 Options Granted as 1 Incentive Options Exercised Cessation as KMP Balance Options 31 Dec 19 - - - - - 10,000,000 - - - - - - - - - - - - - - - - - - - - - - - - - - - 10,000,000 - Total 1. Relates to options granted during the reporting period as remuneration. Further details of Options, including terms and exercise price are included in the - - 10,000,000 - 10,000,000 Financial Report 2. Mr S Iacopetta concluded his employment on 1 March 2019 15 Directors’ Report (continued) (j) Shares and Options Issued or Lapsed during the Year No shares or options were granted to Non-executive Directors or other KMPs as remuneration during the year. No shares or options lapsed during the year. (k) Share Rights Issued or Converted during the Year During the year, there were no share rights issued to Non- executive Directors and other KMP’s during the year. The Board considers that, in light of the size and structure of the Company and the absence of a secondary market for the Company’s securities, this policy provides adequate protection against unauthorised dealings by Directors and specified Executives, in relation to risk in particular mitigation. The current Share trading policy has been approved by the board on 9 April 2015. End of Audited Remuneration Report (l) Other Director and Key Management Personnel Key management personnel equity interest transactions Some KMP, or their related parties, hold positions in other entities that result in them having control or significant influence over the financial or operating policies of those entities. These entities transacted with the Group in the reporting period. The terms and conditions of the transactions were no more favourable than those available, or which might to be available, on similar reasonably be expected transactions to non-Director related entities on an arm’s length basis. At 31 December 2019, Asipac owned 39.09% of the ordinary shares in Terramin (2018: 33.18%) and is controlled by Mr Sheng who is Executive Chairman of the Company. Mr Siciliano is the Chief Financial Officer of Asipac. Directors’ fees outstanding as at 31 December 2019 Directors 1 M Kennedy 1 A Siciliano 1 K McGuinness F Sheng W Xinyu Total 2019 - 12,500 - 50,000 113,115 175,615 2018 - 12,500 - 25,000 73,115 110,615 1. Mr Kennedy, Mr Siciliano and Mr McGuinness are Non-Executive Directors of the Company. Other related party transactions are disclosed at note 20. (m) Share Trading Policies All Company employees and contractors, Directors and Executives are subject to the Company’s Share Trading Policy (available on the Company’s website) with respect to limiting their exposure to risk in relation to the Company’s securities, including securities issued as an element of Executive remuneration. The Company’s Share Trading Policy requires all officers, employees and consultants to the Company to notify the Chairman and Company Secretary of any intention to deal in the Company’s securities, whether by sale or purchase of shares on market, or the exercise of options. The notified dealing is subject to the approval of the Chairman. In addition, and in accordance with ASX Listing Rule 12, the Company’s trading policy provides that all Directors, officers and consultants are prohibited from trading in the Company’s securities during specific periods. The Key Management Personnel of the Company had the following direct or indirect interests in the equity of the Company as at the date of this report: Key Management Personnel Parent Entity Directors MH Kennedy A Siciliano K McGuinness F Sheng W Xinyu Fully paid ordinary shares Options 5,246,107 10,000,000 2,698,108 827,469,670 - - - - - - Other Key Management Personnel R Taylor S Iacopetta Total - - 10,000,000 - 845,413,885 10,000,000 Indemnification of Directors and Officers Directors’ and Officers’ Liability Insurance has been subscribed to. The Officers of the Company and the Group covered by the insurance policy includes any person acting in the course of duties for the Company or the Group who is or was a Director, Secretary or Senior Executive. The contract of insurance prohibits the disclosure of the nature of the liability covered and the amount of the premium. The Group has not otherwise, during or since the end of the period, indemnified or agreed to indemnify an officer or auditor of the Group or any related body corporate against a liability incurred as such an officer or auditor. Non-audit Services The Company may decide to employ the auditor, Grant Thornton on assignments additional to their statutory audit duties where the auditor’s expertise and experience with the Company and/or the Group are important. Details of the amounts paid or payable to the auditor for non-audit services provided during the year are set out below. 16 Directors’ Report (continued) Non-audit Services (continued) The Board of directors has considered the position, and in accordance with advice received from the Audit and Risk Committee, is satisfied that the provision of the non-audit services is compatible with the general standard of independence for auditors imposed by the Corporations Act 2001. The directors are satisfied that the provision of non-audit services by the auditor, as set out below, did not compromise the auditor independence requirements of the Corporations Act 2001 for the following reasons: - - all non-audit services have been reviewed by the Audit & Risk Committee to ensure they do not impact the impartiality and objectivity of the auditor; none of the services undermine the general principles relating to auditor independence as set out in APES 110 Code of Ethics for Professional Accountants. During the year the following fees were paid or payable for non-audit services provided by the auditor of the parent entity, its related practices and non-related audit firms: Non-assurance services Tax advice and compliance services Total Auditor’s independence declaration 2019 $’000 34 34 2018 $'000 40 40 The Auditor’s Independence Declaration for the year ended 31 December 2019 can be found on page 20 and forms part of the Directors’ Report. Litigation As at the date of this report, no person has applied to the Court under section 237 of the Act for leave to bring proceedings on behalf of the Company or intervene in any proceedings to which the Company is a party for the purpose of taking responsibility on behalf of the Company of all or any part of those proceedings. No proceedings have been brought or intervened in on behalf of the Company with leave of the Court under section 237 of the Act. Rounding The Company is of a kind referred to in ASIC Corporations (Rounding in Financial/Directors’ Reports) Instrument 2016/191 and in accordance with the instrument, amounts in the financial report have been rounded off to the nearest thousand dollars, unless otherwise stated. Signed in Adelaide this 28th day of February 2020 in accordance with a resolution of the Board of Directors. Feng Sheng Executive Chairman Kevin McGuinness Non-Executive Director 17 Directors’ Declaration The Directors of the Company declare that: 1. the financial statements and notes, as set out on pages 24-45, and the remuneration disclosures contained in pages 11-16 of the Directors’ Report, are in accordance with the Corporations Act 2001, and: a. b. comply with Australian Accounting Standards (including the Australian Accounting Interpretations) and the Corporations Regulations 2001; and give a true and fair view of the financial position as at 31 December 2019 and of the performance for the year ended on that date of the consolidated entity; 2. the Chief Executive Officer and Chief Financial Officer have each declared that: a. b. c. d. the financial records of the Company for the financial year have been properly maintained in accordance with section 286 of the Corporations Act 2001; the financial statements and notes for the financial year comply with the Accounting Standards; the declaration is provided in accordance with section 295A of the Corporations Act 2001 and is founded on a sound system of risk management and internal control and that the system is operating effectively in all material respects in relation to financial reporting risks; and the financial statements and notes for the financial year give a true and fair view; 3. in the Directors’ opinion, there are reasonable grounds to believe that the Company will be able to pay its debts as and when they become due and payable; 4. the consolidated financial statements comply with International Financial Reporting Standards as disclosed in note 2(a). This declaration is made in accordance with a resolution of the Board of Directors. Feng Sheng Executive Chairman 28 February 2020 Kevin McGuinness Non-Executive Director 28 February 2020 18 Auditor’s Independence Declaration 19 Auditor’s Independent Report 20 21 22 23 Consolidated Statement of Profit or Loss and Other Comprehensive Income for the Year Ended 31 December 2019 Revenue and Other Income Raw materials, consumables and other direct costs Employee benefits expense Depreciation and amortization Exploration and evaluation expensed (Tala Hamza Project) Exploration and evaluation impairment Mine rehabilitation obligation expense Share based payments expense Other expenses Loss before net financing costs and income tax Finance income Finance costs Net finance costs Loss before income tax Income tax benefit Loss for the year Attributable to: Owners of the Company Non-controlling interest Loss for the year Other comprehensive (loss)/income Items that may be reclassified subsequently to profit or loss: Foreign currency translation differences for foreign operations Other comprehensive (loss)/income for the year, net of income tax Total comprehensive loss for the year attributable to equity holders of the Company Attributable to: Owners of the Company Non-controlling interest Total comprehensive loss for the year Earnings per share attributable to the ordinary equity holders of the Company: Basic earnings/(loss) per share – (cents per share) Diluted earnings/(loss) per share – (cents per share) Note 4 10 11 4 6 6 18 17 Note 27(a) 27(b) 2019 $’000 264 (420) (1,038) (110) (590) (198) (70) (187) (838) (3,187) 26 (3,057) (3,031) 2018 $’000 254 (459) (1,554) (45) (1,076) - (47) (111) (1,200) (4,238) 3 (2,119) (2,116) (6,218) (6,354) 607 (5,611) (5,399) (212) (5,611) (38) (38) (5,649) (5,437) (212) (5,649) 2019 (0.29) (0.29) 344 (6,010) (5,635) (375) (6,010) 1,333 1,333 (4,677) (4,302) (375) (4,677) 2018 (0.30) (0.30) The Consolidated Statement of Profit or Loss and Other Comprehensive Income is to be read in conjunction with the notes to the consolidated financial statements. 24 Consolidated Statement of Financial Position as at 31 December 2019 Assets Current Assets Cash and cash equivalents Restricted cash on deposit Trade and other receivables Other assets Total current assets Non-current assets Inventories Property, plant and equipment Exploration and evaluation Total non-current assets TOTAL ASSETS Liabilities Current liabilities Trade and other payables Short term borrowings Provisions Total current liabilities Non-current liabilities Long term borrowings Provisions Total non-current liabilities TOTAL LIABILITIES NET ASSETS Equity Share capital Reserves Accumulated losses Total equity attributable to equity holders of the Company Non-controlling interest TOTAL EQUITY Notes 7 7 9 8 10 11 12 13 14 13 14 15 16 17 2019 $'000 960 5,340 178 105 6,583 495 8,601 64,987 74,083 80,666 3,356 181 136 3,673 21,625 4,910 26,535 30,208 50,458 2018 $'000 219 33 138 109 499 496 8,420 63,121 72,037 72,536 3,376 16,900 163 20,439 2 4,742 4,744 25,183 47,353 223,950 (5,939) (180,918) 37,093 13,365 50,458 215,383 (6,063) (175,544) 33,776 13,577 47,353 The Consolidated Statement of Financial Position is to be read in conjunction with the notes to the consolidated financial statements. 25 Consolidated Statement of Changes in Equity for the Year Ended 31 December 2019 Share capital $'000 215,383 Share based payments reserve $’000 136 Translation reserve $'000 (6,199) Accumulated losses $'000 (175,544) Total attributable to owners $'000 33,776 Non-controlling interest $'000 (note 17) 13,577 Total equity $'000 47,353 - - - - - (5,399) (5,399) (212) (5,611) - - (38) (38) - - (38) (38) (5,399) (5,437) (212) (5,649) 2019 Balance at 1 January 2019 Total comprehensive income for the period Loss for the year Other comprehensive income Foreign currency translation differences Total other comprehensive income Total comprehensive income for the year Transactions with owners, recorded directly in equity Contributions by and distributions to owners Issue of ordinary shares Share issue costs Options Granted Transfer lapsed options to retained earnings Total contributions by and distributions to owners Balance at 31 December 2019 8,642 (75) - - 8,567 223,950 - - - - - - 187 (25) 162 298 (38) (38) (38) - - - - - - - - 25 25 8,642 (75) 187 - 8,754 37,093 - - - - - 8,642 (75) 187 - 8,754 13,365 50,458 (6,237) (180,918) 2018 Balance at 1 January 2018 Loss for the year Other comprehensive Foreign currency translation differences Total other comprehensive income Total comprehensive income for the year Transactions with owners, recorded directly in Contributions by and distributions to owners Options Granted Share Rights Converted into Shares Total contributions by and distributions to owners Balance at 31 December 2018 Share capital $'000 215,318 Share based payments reserve $'000 90 Translation reserve $'000 (7,532) Accumulated losses $'000 (169,909) Total attributable to owners $'000 37,967 Non- controlling interest $'000 (note 17) 13,952 Total equity $'000 51,919 - - - - - 65 65 - - - - 111 (65) 46 - (5,635) (5,635) (375) (6,010) 1,333 1,333 1,333 - - - - - 1,333 1,333 - - 1,333 1,333 (5,635) (4,302) (375) (4,677) - - - 111 - 111 - - - 111 - 111 215,383 136 (6,199) (175,544) 33,776 13,577 47,353 The Consolidated Statement of Change in Equity is to be read in conjunction with the notes to the consolidated financial statements. 26 Consolidated Statement of Cash Flows for the Year Ended 31 December 2019 Note 2019 $'000 19 Cash from operating activities: Receipts from customers Payments to suppliers and employees Financing costs and interest paid Interest received Research and development tax concession received Total cash (used in) operating activities Cash flows from investing activities: Proceeds from sale of property, plant and equipment Payments for property, plant and equipment Exploration and evaluation expenditure Net cash (used in) investing activities Cash flows from financing activities: Proceeds from the issue of share capital Payment of transaction costs on equity Proceeds from borrowings Repayment of borrowings and accrued interest Net cash from financing activities Other activities: Net increase /(decrease) in cash and cash equivalents Net foreign exchange differences Cash and cash equivalents at beginning of the year (including restricted cash on deposit) Cash and cash equivalents at end of the year (including restricted cash on deposit) 7 The Consolidated Statement of Cash Flows is to be read in conjunction with the notes to the consolidated financial statements. 264 (3,049) (339) 20 605 (2,499) - - (1,984) (1,984) 8,642 (75) 9,300 (7,319) 10,548 6,065 (17) 252 6,300 2018 $'000 203 (4,594) (308) 4 272 (4,423) 89 (4) (2,087) (2,002) - - 4,000 (10) 3,990 (2,435) (11) 2,698 252 27 Notes to the Consolidated Financial Statements 1. Reporting entity The consolidated financial statements cover the consolidated entity of Terramin Australia Limited and its controlled entities (the Group). Terramin Australia Limited is a public company, listed on the Australian Securities Exchange (ASX). The Group is primarily involved in the development of, and exploration for, precious and base metals (in particular gold, zinc and lead) and other economic mineral deposits. 2. Basis of preparation (a) Statement of Compliance The consolidated financial statements are general purpose financial statements that have been prepared in accordance with Australian Accounting Standards (including Australian the Australian Accounting Accounting Standards Board (AASB) and the Corporations Act 2001. The consolidated financial statements comply with International Financial Reporting Standards (IFRS) and International Accounting interpretations adopted by the Standards Board (IASB). Interpretations) issued by Terramin Australia Limited is a for-profit entity for the purpose of preparing the financial statements. Terramin Australia Limited is a public company incorporated and domiciled in Australia. The address of its registered office is Unit 7, 202-208 Glen Osmond Road, Fullarton, SA, 5063. (b) Basis of Measurement The financial statements are presented in Australian dollars (AUD), have been prepared on an accruals basis and are based for mine on historical costs, except for the provision rehabilitation measured at the present value of future cash flows. The Group is of a kind referred to in ASIC Corporations (Rounding Instrument 2016/191 and in accordance with the Instrument, amounts in the financial report have been rounded off to the nearest thousand dollars, unless otherwise stated. Financial/Directors’ Reports) in (c) Going Concern The financial statements have been prepared on a going concern basis, which contemplates continuity of normal business activities and the realisation of assets and settlement of liabilities in the ordinary course of business. During 2019, the Group incurred a loss of $5.6 million, and after transferring lapsed options from the share based payments reserve, this brought accumulated losses to $180.9 million. As at 31 December 2019 the Group’s current assets exceeded its current liabilities by $2.91 million, however the Group had negative cash operating and investing cashflows of $4.48 million. The Group had net assets of $50.5 million. The financial report has been prepared on a going concern basis on the expectation that the Group can raise additional debt or equity as required. The Directors are aware that additional debt or equity will be required within 12 months, in order to continue as a going concern. The Group’s ability to raise equity will rely on investor confidence in the development or sale of the Bird-in-Hand Gold Project or investment in the Tala Hamza Zinc Project or other assets. The Directors note that the matters outlined above indicate a material uncertainty, which may cast significant doubt on the ability of the Group to continue as a going concern and therefore it may be unable to realise its assets and discharge its liabilities in the normal course of business. At the date of this report, the Directors believe that the Group has adequate resources to continue to explore, evaluate and develop the Group’s areas of interest and support to date from Asipac will ensure the Company has sufficient funds to meet its obligations. Subject to market conditions the Directors believe there are reasonable grounds to conclude that the Company will be able to raise funds by way of debt and/or equity to fund anticipated activities and meet financial obligations. For the reasons outlined above, the Board has prepared the Financial Report on a going concern basis. (d) Use of Estimates and Judgements The preparation of the financial statements in accordance with AASB requires management to make judgements, estimates and assumptions that affect the application of accounting policies and the reported amounts of assets, liabilities, income and expenses. Actual results may differ from these estimates. Estimates and underlying assumptions are reviewed on an to accounting estimates are ongoing basis. Revisions recognised in the period in which the estimate is revised and in any future periods affected. In particular, information about significant areas of estimation uncertainty and critical judgements in applying accounting policies that have the most significant effect on the amounts recognised in the financial statements are described in the following notes: • • • • • Note 3(e) – Property, Plant and Equipment: assessment of the valuation method Note 3(i) - Exploration and Evaluation Expenditure: recoverable amount and ore reserve estimates. Note 3(k) - Provisions: estimated cost of rehabilitation, decommissioning and restoration. Note 3(l) - Share Based Entitlements and Payments: assumptions are required to be made in respect to measuring share price volatility, dividend yield, future option holding period and other inputs to the Black- Scholes option pricing model fair value calculations. Note 3(r) - Recognition of tax losses: assessment of the point in time at which it is deemed probable that future taxable income will be derived. 28 (e) New and Amended Standards Adopted by the Group i. Accounting Standards and Interpretations issued and effective AASB 16 Leases became effective for period beginning on or after 1 January 2019. Accordingly, the Group applied AASB 16 for the first time to the reporting period ended 31 December 2019. Changes to the Group’s accounting policies arising from these standards are summarised below: AASB 16 Leases AASB 16 Leases became mandatorily effective on 1 January 2019. Accordingly, these standards apply for the first time to this set of financial statements. On adoption of AASB 16, the group recognised lease liabilities in relation to leases which had previously been classified as ‘operating leases’ under the principles of AASB 117 Leases. These liabilities were measured at the present value of the remaining lease payments, discounted using the lessee’s incremental borrowing rate as of 1 January 2019. The weighted average lessee’s incremental borrowing rate applied to the lease liabilities on 1 January 2019 was 4.50%. The associated right-of-use assets for property leases were measured using the modified retrospective approach, option 2 to bring in the lease balance being the present value of remaining lease payments. Other right-of use assets 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 statement of financial position as at 31 December 2018. There were no onerous lease contracts that would have required an adjustment to the right- of-use assets at the date of initial application. Reconciliation of lease assets and liabilities on adoption of AASB 16 The change in accounting policy affected the following items in the statement of financial position on 1 January 2019: AASB 16 Carrying Classification AASB 16 Carrying Amount $’000 Non-current Assets Property, Plant and Equipment Financial Liabilities Borrowings Amortised Cost Amortised Cost Reconciliation of total operating lease commitments at 31 Dec 2018 to the lease liabilities recognised at 1 Jan 2019 Total operating lease commitments disclosed - 31 Dec 2018 Operating lease commitment variation Operating lease liabilities before discounting Discounted using incremental borrowing rate Operating lease liabilities Finance lease liabilities Total lease liabilities recognised under AASB 16 - 1 Jan 2019 90 (90) AASB 16 Carrying Amount $’000 102 (8) 94 (4) 90 11 101 In previous financial periods, leases of property were classified as either finance or operating leases. Payments made under operating leases (net of any incentives received from the lessor) were charged to profit or loss on a straight-line basis over the period of the lease. From 1 January 2019, leases are recognised as a right-of-use asset and a corresponding liability at the date at which the leased asset is available for use by the group. Each lease payment interest expense. The interest expense is charged to profit or loss over the lease period so as to produce a constant periodic rate of is allocated between the liability and interest on the remaining balance of the liability for each period. The right-of-use asset is depreciated over the shorter of the asset's useful life and the lease term on a straight-line basis. Assets and liabilities arising from a lease are initially measured on a present value basis. Lease liabilities mainly represent the net present value of the fixed lease payments (including in- substance fixed payments), less any lease incentives receivable. The lease payments are discounted using the interest rate implicit in the lease. If that rate cannot be determined, the lessee’s incremental borrowing rate is used, being the rate that the lessee would have to pay to borrow the funds necessary to in a similar economic obtain an asset of similar value environment with similar terms and conditions. Right-of-use assets are measured at cost comprising the following: • The amount of the initial measurement of lease liability, • Any lease payments made at or before the commencement date less any lease incentives received, • Any initial direct costs, and • Restoration costs. Payments associated with short-term leases and leases of low- value assets are recognised on a straight-line basis as an expense in profit or loss. Short-term leases are leases with a lease term of 12 months or less. AASB Interpretation 23 Uncertainty over Income Tax Treatment The Interpretation addresses the accounting for income taxes when tax treatments involve uncertainty that affects the application of AASB 112 Income Taxes. It does not apply to taxes or levies outside the scope of AASB 12, nor does it specifically include requirements relating to interest and penalties associated with uncertain tax treatments. The Interpretation specifically addresses the following: • Whether an entity considers uncertain tax treatments • separately The assumptions an entity makes about the examination of tax treatments by taxation authorities • How an entity determines taxable profit (tax loss), tax bases, unused tax losses, unused tax credits and tax rates facts and • How an entity considers changes in There was no net impact on retained earnings on adoption on 1 January 2019. circumstances 29 An entity has to determine whether to consider each uncertain tax treatment separately or together with one or more other uncertain tax treatments. The approach that better predicts the resolution of the uncertainty needs to be followed. The Group applies judgement in identifying uncertainties over income tax treatments. Since the Group operates in a multinational environment, it assessed whether the Interpretation had an impact on its consolidated financial statements. Upon adoption of the Interpretation, the Group determined, based on its tax compliance, that it is probable that its tax treatments (including those for the subsidiaries) will be accepted by the taxation authorities. The interpretation did not have an impact on the consolidated financial statements of the Group. 3. Significant accounting policies (a) Basis of Consolidation The Group financial statements consolidate those of the Parent Company and all of its subsidiaries as of 31 December 2019. The Parent 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. All subsidiaries have a reporting date of 31 December. All transactions and balances between Group including companies are eliminated on consolidation, unrealised gains and losses on transactions between Group companies. Where unrealised losses on intra-group asset sales are reversed on consolidation, the underlying asset is also tested for impairment from a Group perspective. Amounts reported in the financial statements of subsidiaries have been adjusted where necessary to ensure consistency with the accounting policies adopted by the Group. Profit or loss and other comprehensive income of subsidiaries acquired or disposed of during the year are recognised from the effective date of acquisition, or up to the effective date of disposal, as applicable. Non-controlling interests, presented as part of equity, represent the portion of a subsidiary’s profit or loss and net assets that is not held by the Group. The Group attributes total comprehensive income or loss of subsidiaries between the owners of the parent and the non-controlling interests based on their respective ownership interests. (b) Cash and Cash Equivalents Cash and cash equivalents include cash on hand, deposits held liquid at call with banks and other short-term highly investments with original maturities of four months or less. inventories Inventories (c) Non-current and consumables which are not expected to be used within 12 months. Inventories are valued at lower of cost and net realisable value. represent spare parts (d) Trade and Other Receivables Trade and other receivables are recognised at cost and carried at original invoice amount less allowances for impairment losses. The group applies the AASB 9 simplified approach to measuring expected credit losses which uses a lifetime expected loss allowance for all trade receivables. To measure the expected credit losses, trade receivables and contract assets have been grouped based on shared credit risk characteristics and the days past due. In prior year, impairment of receivables was not recognised until objective evidence was available that a loss event had occurred. (e) Property, Plant and Equipment Property Freehold land is measured at cost and buildings are measured at cost less depreciation and any impairment losses recognised. Plant and equipment Plant and equipment are measured on the cost basis less depreciation and any impairment losses recognised. The depreciable amount of all property, plant and equipment, excluding freehold land, is depreciated on a straight line basis over their useful lives to the Group commencing from the time the asset is held ready for use down to any residual value, as determined by the Group. The depreciation rates used for each class of depreciable asset is the lesser of the rate determined by the life of the mining operation and the asset. The assets’ residual values and useful lives are reviewed, and adjusted if appropriate, at each reporting date. Class of Asset Depreciation rates Motor vehicles Computer and office equipment Plant and equipment Leasehold improvements Buildings and other infrastructure 22.5 - 25% 15 - 40% 5 - 33% 20% 5 - 33% Impairment of Assets (f) Non-financial Assets At each reporting date, the Group reviews the carrying values of its non-financial assets to determine whether there is any indication that those assets have been impaired. If such an indication exists, the recoverable amount of the asset is determined and compared to the asset’s carrying value. Any excess of the asset’s carrying value over its recoverable amount is recognised as an expense in the profit or loss. Where it is not possible to estimate the recoverable amount of an individual asset, the Group estimates the recoverable amount of the cash-generating unit (CGU) to which the asset belongs. A CGU is the smallest identifiable asset group that generates cash flows that largely are independent from other assets and groups. Impairment losses recognised in respect of CGU’s are allocated first to reduce the carrying amount of any goodwill allocated to the units and then to reduce the carrying amount of the other assets in the unit (group of units) on a pro rata basis. An impairment loss is reversed if the reversal can be related objectively to an event occurring after the impairment loss was recognised. An impairment loss is reversed only to the 30 extent that the asset’s carrying amount does not exceed the carrying amount that would have been determined, net of depreciation or amortisation, if no impairment loss had been recognised, with the exception that any previously impaired goodwill should not be re-recognised. Financial Assets The Group’s financial assets are subject to AASB 9’s three-stage expected credit loss model. Each class of financial asset is considered for impairment based on their credit risk profile (as disclosed in note 22(b)(2)). Recoverable Amount In assessing whether the carrying amount of an asset is impaired, the asset’s carrying value is compared with its recoverable amount. The recoverable amount of non- financial assets or cash-generating units (CGU) is the greater of their fair value or realisable value less costs to sell and value in use. In assessing fair value, or value in use, estimates and assumptions including the appropriate rate at which to discount cash flows, the timing of the cash flows, expected life of the relevant area of interest, exchange rates, commodity prices, ore reserves, future capital requirements and future operating performance are used. The recoverable amount of an asset or CGU will be impacted by changes in these estimates and assumptions which could result in an adjustment to the carrying amount of that asset or CGU. (g) Ore Reserves Economically recoverable ore reserves represent the estimated quantity of product in an area of interest that can be expected to be profitably extracted, processed and sold under current and foreseeable economic conditions. The determination of ore reserves includes estimates and assumptions about a range of geological, technical and economic factors, including quantities, grades, production techniques, recovery rates, production costs, transport costs, commodity demand, commodity prices and exchange rates. Changes in a project’s ore reserve impacts the assessment of recoverability of exploration and evaluation assets, property, plant and equipment and intangible assets, the carrying amounts of assets depreciated on a units of production basis, provisions for site restoration and the recognition of deferred tax assets, including tax losses. (h) Investments in Associates and Joint Arrangements 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 revenue from the sale of the output by the joint operation and its expenses (including its share of 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 t h e 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. (i) Exploration and Evaluation Expenditure Exploration and evaluation costs, including the costs of acquiring licenses, are capitalised as exploration and evaluation assets (E&E assets) on an area of interest basis pending determination of the technical feasibility and commercial viability of the project. When a license expires and is not expected to be renewed, is relinquished or a project is abandoned, the related costs are recognised in the profit or loss immediately. With respect to the Tala Hamza Zinc Project, all exploration and evaluation costs incurred from February 2018 (at which time the exploration license was not renewed) were expensed. Tangible and intangible E&E assets that are available for use are depreciated (amortised) over their estimated useful lives. Upon commencement of production, 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 reserves. E&E assets are assessed for impairment if (1) sufficient data exists to determine technical feasibility and commercial viability, and (2) facts and circumstances suggest that the carrying amount exceeds the recoverable amount (see impairment note 3(f)). E&E assets are assessed for impairment when any of the following facts and circumstances exist: • The term of the exploration license in the specific area of interest has expired during the reporting period or will expire in the near future, and not expected to be renewed; • Substantive expenditure on further exploration for and evaluation of mineral resources in the specific area are not budgeted nor planned; • Exploration for and evaluation of mineral resources in the specific area have not led to the discovery of commercially viable quantities of mineral resources and the decision was made to discontinue such activities in the specified area; or 31 • Sufficient data exists to indicate that, although a development in the specific area is likely to proceed, the carrying amount of the exploration and evaluation asset is unlikely to be recovered in full from successful development or by sale. E&E assets are transferred to development assets once the technical feasibility and commercial viability of an area of interest can be demonstrated. E&E assets are assessed for impairment, and any impairment loss is recognised prior to being reclassified. Pre-licence expenditure and expenditure deemed to be unsuccessful is recognised in the profit or loss immediately. (j) Trade and Other Payables Trade payables and other payables are stated at cost. (k) 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. is recognised Site restoration liability A provision the estimated cost of rehabilitation, decommissioning and restoration relating to areas disturbed during operation of the Angas Zinc Mine up to reporting date but not yet rehabilitated. for The provision is based upon current cost estimates and has been determined on a discounted basis with reference to current legal requirements and technology. As the provision represents the discounted value of the present obligation, using a pre-tax rate that reflects current market assessments and the risks specific to the liability, the increase in value of the provision due to the passage of time will be recognised as a borrowing cost in the profit or loss in future periods. The provision is recognised as a non-current liability (in line with expected timescales for the work to be performed), with a corresponding asset taken to account and amortised over the life of the mine. At each reporting date the rehabilitation liability is reviewed and re-measured in line with changes in discount rates, timing & the amounts of the costs to be incurred based on area of disturbance at reporting date. Changes in the liability relating to the re-assessment of rehabilitation estimates are recognised directly within the profit or loss. (l) Employee Benefits Provision is made for the Group’s liability for employee benefits arising from services rendered by employees to reporting date. Employee benefits that are expected to be settled wholly within one year have been measured at the amounts expected to be paid when the liability is settled, plus related on-costs. The liability for long service leave is recognised in the provision for employee benefits and measured as the present value of expected future payments to be made in respect of services provided up to the reporting d a t e . Consideration is given to levels, experience of employee future wage and salary departures and periods of service. Expected future payments are discounted using market yields at the reporting date on high quality corporate bonds with terms to maturity and currency that match, as closely as possible, the estimated future cash outflows. Share Based Payments The Group uses share options to provide incentives to Directors, employees and consultants. The Board, upon the recommendation of the Nominations and Remuneration Committee, has discretion to determine the number of options to be offered to Eligible Employees (as that term is defined by the EOP) and the terms upon which they are offered, including exercise price and vesting conditions. The fair value of options at grant date is independently determined using an option pricing model that takes into account the exercise price, the term of the option, the vesting and performance criteria, the share price at grant date and expected price volatility of the underlying share, the expected dividend yield and the risk free interest rate for the term of the option. Historical volatility has been the basis for determining expected share price volatility as it is assumed that this is indicative of future trends, which may not eventuate. The life of the options is based on the historical exercise patterns, which may not eventuate in the future. The fair value of options granted is recognised as an expense with a corresponding increase in equity. The fair value is measured at grant date and recognised as an expense over the period during which the Directors, employees or consultants become unconditionally entitled to the options (vesting period). Upon the exercise of options, the balance of the share based payments reserve relating to those options is transferred to share capital. incentives to The Group uses share rights to provide employees. Share rights are valued at grant date and are expensed to reflect amounts owing. Upon issue of the share rights an increase in equity is recognised. (m) Leases (Accounting policy applicable before 1 January 2019) Leases of property, plant and equipment where the Group has substantially all the risks and rewards of ownership are classified as finance leases (refer notes 13 and 28(d)). Finance leases are capitalised at lease inception at the lower of the fair value of the leased property and the present value of the minimum lease payments. The corresponding rental obligations, net of finance charges, are included as loans and borrowings. Each lease payment is allocated between the liability and finance cost. The finance cost is charged to the statement of profit or loss and other comprehensive income over the lease period so as to produce a constant periodic rate of interest on the remaining balance of the liability for each period. The property, plant and equipment acquired under finance leases is depreciated over the lesser of the asset’s useful life and the lease term. Lease payments for operating leases, where substantially all of the risks and benefits remain with the lessor, are charged as expenses in the periods in which they are incurred. An onerous lease contract arises when the unavoidable costs exceed the benefits expected to be generated by the contract. 32 Where onerous leases are identified a provision for the present value of future payments is recognised. (n) Loans and Borrowings Borrowings are recognised initially at fair value less attributable transaction costs. Subsequent to initial recognition, loans and borrowings are stated at amortised cost, with any difference between cost and redemption value being recognised in the profit or loss over the period of the borrowings on an effective interest basis. Loans and borrowings with a determinable payment due less than twelve months from reporting date are classified as current liabilities. (o) Revenue To determine whether to recognise revenue, the Group follows a 5-step process: 1. Identifying the contract with a customer 2. Identifying the performance obligations 3. Determining the transaction price 4. Allocating the transaction price to the performance obligations 5. Recognising revenue when/as performance obligation(s) are satisfied. Revenue is recognised either at a point in time or over time, when (or as) the Group satisfies performance obligations by transferring the promised goods or services to its customers. The Group recognises contract liabilities for consideration received in respect of unsatisfied performance obligations and reports these amounts as other liabilities in the statement of financial position. Similarly, if the Group satisfies a performance obligation before it receives the consideration, the Group recognises either a contract asset or a receivable in its statement of financial position, depending on whether something other than the passage of time is required before the consideration is due. include (p) Financing Costs interest payable on borrowings Financing costs calculated using the effective interest method, amortisation of ancillary costs incurred in connection with the arrangement of borrowings, finance lease charges, and the impact of the unwind of discount on long-term provisions for site restoration. Financing costs incurred in relation to the construction of any qualifying asset are capitalised during the period of time that is required to complete and prepare the asset for its intended use or sale. Other financing costs are expensed as incurred. (q) Foreign Currency Translation Functional and presentation currency Items included in the financial statements of each of the group’s entities are measured using the currency of the primary economic environment in which the entity operates (‘the functional currency’). The consolidated financial statements are presented in Australian Dollars (AUD), which is Terramin’s functional and presentation currency. Transactions and balances Foreign currency transactions are translated into the functional currency using the exchange rates at the dates of the liabilities denominated transactions. Foreign exchange gains and losses resulting from the settlement of such transactions and from the translation of monetary assets and in foreign currencies at year end exchange rates are generally recognised in profit or loss. Foreign exchange gains and losses that relate to borrowings are presented in the statement of profit or loss, within finance costs. All other foreign exchange gains and losses are presented in the statement of profit or loss on a net basis within other gains / (losses). Non-monetary items that are measured at fair value in a foreign currency are translated using the exchange rates at the date when the fair value was determined. Translation differences on assets and liabilities carried at fair value are reported as part of the fair value gain or loss. For example, translation differences on non-monetary assets and liabilities such as equities held at fair value through profit or loss are recognised in profit or loss as part of the fair value gain or loss and translation differences on non-monetary assets such as equities classified as at fair value through other comprehensive income are recognised in other comprehensive income. Group companies The results and financial position of foreign operations (none of which has the currency of a hyperinflationary economy) that have a functional currency different from the presentation currency are translated into the presentation currency as follows: • • assets and liabilities for each statement of financial position presented are translated at the closing rate at the reporting date, income and expenses for each statement of profit or loss and statement of comprehensive income are translated at average exchange rates (unless this is not a reasonable approximation of the cumulative effect of the rates prevailing on the transaction dates, in which case income and expenses are translated at the dates of the transactions), and • all resulting exchange differences are recognised in other comprehensive income. On consolidation, exchange differences arising from the translation of any net investment in foreign entities, and of borrowings and other financial instruments designated as hedges of such in other comprehensive income. When a foreign operation is sold or any borrowings forming part of the net investment are repaid, the associated exchange differences are reclassified to profit or loss, as part of the gain or loss on sale. investments, are recognised Goodwill and fair value adjustments arising on the acquisition of a foreign operation are treated as assets and liabilities of the foreign operation and translated at the closing rate. (r) Share Capital Ordinary shares are classified as equity. Qualifying transaction costs of an equity transaction are accounted for as a deduction from equity, net of any related income tax benefit. 33 Income Tax (s) The charge for current income tax expenses is based on the profit for the year adjusted for any non-assessable or disallowed items. It is calculated using tax rates that have been enacted or are substantively enacted by the reporting date. Deferred tax is accounted for using the liability method in respect of temporary differences arising between the tax bases in the of assets and liabilities and their carrying amounts consolidated financial statements. No deferred income tax will be recognised from the initial recognition of an asset or liability, excluding a business combination, where there is no effect on accounting or taxable profit or loss. Deferred tax is calculated at the tax rates that are expected to apply to the period when the asset is realised or liability settled. Deferred tax is credited in the profit or loss except where it relates to items that may be credited directly to equity, in which case the deferred tax is adjusted directly against equity. Deferred income tax assets are recognised to the extent that it is probable that future tax profits will be available against which deductible temporary differences can be utilised. Determination of future tax profits requires estimates and assumptions as to future events and circumstances, in particular, whether successful development and commercial exploitation, or alternatively sale, of the respective areas of interest will be achieved. This includes estimates and judgements about commodity prices, ore reserves (note 3(g)), exchange rates, future capital requirements, future operational performance and the timing of estimated cash flows. Changes in these estimates and assumptions could impact on the amount and probability of estimated taxable profits and accordingly the recoverability of deferred tax assets. The Company and its Australian subsidiaries are part of an income tax consolidated group under the Australian Tax Consolidation Regime. (t) 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. In these circumstances the GST is recognised as part of the cost of acquisition of the asset or as part of an item of the expense. Receivables and payables in the statement of financial position are shown inclusive of GST. Cash flows are presented in the statement of cash flows on a gross basis, except for the GST component of investing and financing activities which are disclosed as operating cash flows. (u) Earnings Per Share The Group presents basic and diluted earnings per share (EPS) data for its ordinary shares. Basic EPS is calculated by dividing the profit or loss attributable to ordinary shareholders of the Company by the weighted average number of ordinary shares outstanding during the period. Diluted EPS is determined by adjusting profit or loss attributable to ordinary shareholders and weighted average number of ordinary shares outstanding for the effects of all dilutive potential ordinary shares, which comprises convertible notes and share options granted to employees, Directors, consultants and other third parties. (v) Segments The consolidated entity has identified its operating segments to be its Australian interests and its Northern African interests, based on the different geographical regions and the similarity of assets within those regions. This is the basis on which internal for assessing reports are provided performance and determining the allocation of resources within the consolidated entity. to management A geographical segment is engaged in providing products or services within a particular economic environment and is subject to risks and returns that are different from those segments operating in other economic environments. Segment information is presented only in respect of the Group’s geographical segments, being Australia and Northern Africa, which is the basis of the Group’s internal reporting. (w) Financial Risk Management The Group’s activities expose it to the following risks from the use of financial instruments: Credit Risk The risk of financial loss to the Group if a customer or counterparty to a financial instrument fails to meet its contractual obligations. This arises principally from short term cash investments. Liquidity Risk The risk that the Group will not be able to meet its financial obligations as they fall due. The Group manages this exposure by targeting to have sufficient cash financing facilities available on demand to meet planned expenditure for a minimum period of 45 days (refer note 13 for detail on available financing facilities). Market Risk The risk that changes in foreign exchange rates and interest rates will affect the Group’s income or value of its holdings of financial instruments. The Group may enter into commodity derivatives, foreign exchange derivatives and may also incur financial liabilities (debt), in order to manage market risks. All such transactions are carried out within Board approved limits. The Group’s financial risks are managed primarily by the Chief Executive Officer, including external consultation advice as required, as a part of the day-to-day management of the Group’s affairs. Finance and risk reporting is a standard item in the report presented at each Board meeting. Capital Management The Board seeks to maintain a strong capital base sufficient to maintain the future development of the Group’s business. The Board closely monitors the Group’s level of capital so as to ensure it is appropriate for the Group’s planned level of activities. There were no changes to the Group’s approach to capital management during the year. 34 (x) 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 refundable tax offset is available for companies with annual turnover of less than $20 million. The Group recognises, where it is possible to reliably estimate, refundable tax offsets in the financial year as an income tax benefit in profit or loss, resulting from the monetisation of available tax losses that otherwise would have been carried forward. 4. Revenue, Other Income and Expenses 2019 $000’s - 187 77 264 Gain on disposal of plant and equipment Revenue from contracts Other income Total revenue and other income 2018 $000’s 46 100 108 254 Revenue and Other Income Revenue from contracts Revenue recognized over time Revenue recognised at a point in time Total revenue 31 December 2019 Service Income $000’s 96 - 96 Data Fee $000’s Total $’000’s - 91 91 96 91 187 31 December 2018 Revenue from contracts Revenue recognized over time Revenue recognised at a point in time Total revenue Other Expenses Service Income $000’s - - - Corporate Administration and Marketing Costs Legal, Accounting, Community Relations and Other Consultants ASX fees and Share Registry Costs Other Total other expenses 5. Auditor’s Remuneration Grant Thornton Audit Pty Ltd Audit and review of financial reports Non-audit services Total auditor’s remuneration 6. Finance Income and Costs Finance income Interest income Foreign exchange gains Total finance income Finance costs Interest on borrowings Unwind of discount on mine rehabilitation provision Amortisation of borrowing costs Other borrowing costs Total finance costs Data Fee $000’s Total $’000’s - 100 100 2019 $000’s 464 281 - 100 100 2018 $000’s 576 451 92 1 95 78 838 1,200 2019 $ 74,000 34,000 129,000 2018 $ 68,000 40,000 108,000 2019 $’000 26 - 26 2019 $’000 2,102 117 825 13 3,057 2018 $’000 2 1 3 2018 $’000 1,177 215 365 362 2,119 7. Cash and Cash Equivalents Cash on hand Bank balances Total cash and cash equivalents Short-term deposits1 2019 $’000 2 958 960 5,340 2018 $’000 2 217 219 33 Restricted cash on deposit 1. Represents restricted cash to support an environmental rehabilitation 5,340 33 bonds, office lease and minor credit card facilities. 8. Inventories Non-current Raw materials and consumables Total inventories at the lower of cost and net realisable value 9. Trade and Other Receivables Trade receivables Accrued interest receivable Research and development tax benefit Other receivables (including GST refund) Total trade and other receivables 10. Property Plant and Equipment 2019 $’000 495 495 2019 $’000 - 6 74 98 178 Freehold land At cost Total freehold land1 Buildings and other infrastructure At cost Less accumulated depreciation Total buildings and other infrastructure1 Right-of-use Assets At cost Less accumulated depreciation Total Right-of-use Assets 2019 $’000 4,271 4,271 126 (122) 4 298 (77) 221 2018 $’000 496 496 2018 $’000 - - 72 66 138 2018 $’000 4,271 4,271 126 (121) 5 - - - Plant and Equipment At cost Less accumulated impairment Less accumulated depreciation Total plant and equipment1 Total property plant and equipment 1. The Directors have considered the recoverable amount of property, plant and equipment based on available market information and have taken into account the expected future use of these assets as the Company moves towards approval of a mining licence for the Bird-in-Hand Gold Project. 58,536 (14,219) (40,212) 58,536 (14,219) (40,173) 4,144 8,420 8,601 4,105 35 10. Property Plant and Equipment (continued) Movements in carrying amounts Opening carrying amount 1 Jan 2019 Recognition upon first time adoption of AASB 16 Additions Disposals Transfers Depreciation and amortization Foreign currency movement Carrying amount at 31 Dec 2019 Opening carrying amount 1 Jan 2018 Additions Disposals Transfers Depreciation and amortisation Foreign currency movement Carrying amount at 31 Dec 2018 Freehold land $'000 4,271 - - - - - - 4,271 Freehold land $'000 4,271 - - - - - 4,271 Buildings & other infrastructure $'000 5 - - - - (1) - 4 Buildings & other infrastructure $'000 6 - - - (1) - 5 Plant and equipment $'000 4,144 - - - - (32) (7) 4,105 Plant and equipment $'000 4,220 4 (61) - (44) 25 4,144 11. Exploration and Evaluation Assets 12. Trade and Other Payables Rights-of-use Assets $'000 - 90 207 - - (77) 1 221 Construction in progress $'000 - - - - - - - 2019 $’000 261 532 2,563 3,356 Total $'000 8,420 90 207 - - (110) (6) 8,601 Total $'000 8,497 4 (61) - (45) 25 8,420 2018 $’000 87 868 2,421 3,376 Exploration and evaluation At cost Additions Impairment1 Exploration write-off2 Foreign currency movement Total exploration and evaluation 2019 $’000 63,121 2,077 (198) - (13) 64,987 2018 $’000 59,627 2,397 - (121) 1,218 63,121 1. Impairment of capitalized exploration represents the value of damages sustained at the Goldwyn property as a result of the Cudlee Creek Bushfire in December 2019. 2. Exploration write-off represents all exploration and evaluation costs incurred from February 2018 (at which time the exploration license was not renewed) for the Tala Hamza project. Exploration and evaluation projects by location Tala Hamza Zinc Project (Terramin 65%) Adelaide Hills (Terramin 100%)1, 2 Bird in Hand Gold (Terramin Exploration 100%) South Gawler Ranges (Menninnie Metals 100%)3 Total exploration and evaluation 2019 2018 $’000 $’000 44,089 1,934 13,291 5,673 64,987 44,101 2,038 11,384 5,598 63,121 1. The Company has entered into an agreement with respect to the Kapunda Project, over which the Company has a current Exploration Licence. In December 2019, Environment Copper Recovery Pty Ltd (ECR) can earn, in two stages, up to 75% of the rights over metals which may be recovered via in the Kapunda deposit (ASX Announcement: (ASX: THR): Kapunda Copper and Gold). The expenditure by ECR on the project is not reflected in the accounts of the Company, however will contribute to the minimum expenditure obligations under the terms of the Exploration License. in-situ recovery (ISR) contained 2. The Company entered into an earn-in arrangement with Freeport Exploration Australia Pty Ltd in respect of the Wild Horse project. 3. The Company entered into an earn-in arrangement with Freeport Exploration Australia Pty Ltd in respect of the South Gawler Ranges projects. Trade payables Other payables and accrued expenses Payables and accrued interest on borrowings Total trade and other payables Trade and other payables are normally non-interest bearing and are settled on 30 days end of month terms. 13. Loans and Borrowings Current liabilities Lease liabilities (note 28(d))1 Loans - secured2 Loans - unsecured3 Total current borrowings Non-current liabilities Lease liabilities (note 28(d))1 Loans – secured2 Total non-current borrowings Financing facilities Loan facilities - available Loan facilities - drawn Less: unamortised transaction costs Carrying amount at 31 December Guarantee facility Guarantee facility - available4 Guarantee facility - undrawn Guarantee facility - drawn 2019 $’000 113 - 68 181 110 21,515 21,625 21,515 21,515 - 21,515 5,315 - 5,315 2018 $’000 9 11,000 5,891 16,900 2 - 2 17,250 17,250 (359) 16,891 5,315 - 5,315 1. Under AASB 16 lease liabilities represent finance and operating leases, and unwind as lease payments are made. 36 2. 3. 4. At reporting date, the Group had fully drawn down $21.52 million of two loan facilities provided by Asipac. Interest is fixed at a base rate of 12%, payable upon termination date following Asipac declaring an interest rate review event during the year. The facilities were restructured during the reporting period and now have a term expiring 30 April 2021. During the prior reporting period, the Group secured the short-term standby facility that Asipac provided to support working capital requirements. The $5.3 million guarantee facility in relation to the environmental rehabilitation bonds required by the South Australian Government over Mining Lease 6229 was refinanced during the period. The facility was previously provided by Investec Bank PLC and was scheduled to expire on 30 September 2019. The facility was replaced by a cash backed Commonwealth Bank of Australia (CBA) guarantee. The carrying value of plant and equipment and mining property subject to finance loans and hire purchase contracts at 31 December 2019 was $2,425 (2018: $11,497). Assets under hire purchase contracts are pledged as security for related finance loans & hire purchase liabilities. Under the terms of the $6.0 million BIH facility (BIH Facility) and $15.52 million Standby facility (Standby Facility) provided to Terramin Exploration Pty Ltd, the following first ranking securities have been granted to Asipac: a real property mortgage over land acquired at Bird-in-Hand, a general security interest over all the assets of Terramin Exploration Pty Ltd and a specific security over the shares of Terramin Exploration Pty Ltd. All security interests will be discharged upon repayment of all amounts due under the BIH Facility. 14. Provisions Current Employee benefits Total current provisions Non-current: Employee benefits Mine rehabilitation Total non-current provisions At 1 January 2019 Increases in provisions Paid during the period At 31 December 2019 2019 $’000 136 136 30 4,880 4,910 Employee Benefits $’000 Mine rehabilitation $’000 213 68 (114) 167 4,692 187 - 4,879 2018 $’000 163 163 50 4,692 4,742 Total $’000 4,905 255 (114) 5,046 The mine rehabilitation provision is recognised for the estimated cost of rehabilitation, decommissioning, restoration and long-term monitoring of areas disturbed during operation of the Angas Zinc Mine up to reporting date but not yet rehabilitated. The provision is based on current cost estimates and has been determined on a discounted basis with reference to current legal requirements and technology. The provision has been calculated using a 1.88% risk-free discount rate (2018: 2.25%). The rehabilitation is expected to occur following the processing of ore from the Bird-in-Hand Gold Project (subject to regulatory approvals). 15. Issued capital (a) Ordinary shares 2,116,562,720 (2018: 1,869,601,371) Ordinary shares Share issue costs Total issued capital 2019 $’000 229,676 (5,726) 223,950 2018 $'000 221,034 (5,651) 215,383 The holders of ordinary shares are entitled to one vote per share at meetings of the Company and participation in dividends declared. All issued shares are fully paid. (b) Detailed table of capital issued during the year Type of Share Issue At 1 Jan 2019 Non-renounceable Rights Issue At 31 Dec 2019 Share issue costs Issued Capital Type of Share Issue At 1 Jan 2018 Share rights converted Share rights converted Share rights converted At 31 Dec 2018 Share issue costs Issued Capital Date of Issue Number of Ordinary Shares on issue Issue Price $ 2 Dec 2019 1,869,601,371 246,961,349 0.035 2,116,562,720 Share Capital $'000 215,383 8,642 224,025 (75) 223,950 Date of Issue Number of Ordinary Shares on issue Issue Price $ Share Capital $'000 2 Jan 2018 4 Apr 2018 5 Jul 2018 1,869,177,543 162,615 137,882 123,331 1,869,601,371 215,318 0.13 21 0.16 22 0.18 22 215,383 - 215,383 37 16. Reserves (a) Foreign currency translation reserve 18. Income Tax Expense Foreign currency translation reserve 2019 $’000 2018 $'000 Prima facie tax benefit on loss before income tax at 30% (2018: 30%) Balance at the beginning of the year (6,199) (7,532) Adjustment arising on translation into presentation currency Balance at the end of the year (38) (6,237) 1,333 (6,199) The foreign currency translation reserve is used to record exchange differences arising from the translation of the financial statements of foreign subsidiaries. (b) Share based payments reserve Share based payments reserve Balance at the beginning of the year Transfer of lapsed options to retained earnings Options value vested during the year Share rights issued during the year Share rights converted during the year Balance at the end of the year 2019 $'000 136 (25) 187 - - 298 2018 $'000 90 - 111 - (65) 136 Total reserves (5,939) (6,063) The share based payment reserve is used to recognise the value of equity-settled share-based payment transactions, including employees and KMP, as part of their remuneration. During the 2019 reporting period the CEO received no options (2018: 10,000,000). The 10,000,000 options granted to the CEO in 2018 were valued in accordance with the Black Scholes valuation methodology for which $187,533 was recognised as a share based payment expense during the 2019 reporting period (2018: $110,956). There were no share rights granted to employees including KMP’s during the reporting period. 17. Non-controlling Interest Balance at the beginning of the year Share of movement in net assets Balance at the end of the year 2019 $’000 13,577 (212) 13,365 2018 $'000 13,952 (375) 13,577 Movement in non-controlling interest in 2019 relates to the 35% minority interest (ENOF 32.5% and ORGM 2.5%) in exploration and evaluation costs for the Tala Hamza Zinc Project funded directly by the Group through its 65% shareholding in WMZ. During 2019, the Group funded approximately $0.6 million (2018: $0.8 million) of exploration and evaluation costs in WMZ, of which ENOF and ORGM are entitled to $0.2 million (2018: $0.3 million) being (35%). The remainder of the movement is in relation to foreign exchange changes. A total of 35% of all assets contributed to WMZ by the Group effectively accrue to ENOF and ORGM for nil consideration (other than forming part of the Group’s 65% earn-in) and has therefore been included in movement in net assets attributable to the non-controlling interest. Refer to note 23 for further disclosures with respect to material non- controlling interests. 2019 $'000 2018 $'000 (1,865) (1,906) 258 64 (1,607) (1,842) Decrease in income tax benefit due to: (Deductible)/non-deductible items Deferred tax asset not brought to account Research and development tax concession received1 607 344 Adjustment to prior year tax losses (7,376) Unused tax losses for which no deferred tax asset has been recognised Potential tax benefit The applicable weighted average effective tax rates for the reporting period are: 171,261 173,280 51,378 51,984 26% 29% 1. As at the date of this report, an estimate of the Research and Development claim has been calculated for the 2019/20 financial year and is included in Trade and Other Receivables. The Company is part of an Australian Tax Consolidated Group. The Australian Tax Consolidated Group has potential deferred tax assets of $51.4 million (2018: $51.9 million). These have not been brought to account because the Directors do not consider the realisation of the deferred tax asset as probable. The benefit of these tax losses will be obtained if: a. the Australian Tax Consolidated Group derives future assessable income of a nature and of an amount sufficient to enable the benefits to be realised; b. the Australian Tax Consolidated Group can comply with the conditions for deductibility imposed by tax legislation; and c. no changes in the income tax legislation adversely affect the Australian Tax Consolidated Group in realising the benefit from the deduction of the loss. In order to utilise the benefit of the tax losses, an assessment will need to be undertaken with regards to the continuity of ownership or same business tests. 19. Cash Flow Information Reconciliation of cash flow from operations with loss from ordinary activities after income tax: Loss for the period Adjustment for: Depreciation and amortisation Non-cash inventory movements Share-based payment transactions (other) Amortisation of borrowing costs Impairment of non-current assets Mine rehabilitation provision - change in assumptions (including discount unwind) Gain on disposal of Non-Current Asset Change in operating assets and liabilities: As Decrease/(increase) in trade and other receivables Decrease/(increase) in prepayments (Decrease)/increase in payables and accruals (Decrease)/increase in provisions Cashflow (used in) operating activities 2019 $’000 (5,611) 2018 $'000 (6,010) 110 - 187 826 198 187 45 95 111 365 - 260 - (27) (11) (112) (1) 1,662 (46) (2,499) (20) 1,096 (226) (4,423) 38 20. Related Parties (a) Key management personnel compensation Summary of Key Management Personnel (KMP) compensation: Short-term employee benefits Long-term employee benefits Post-employment benefits Termination benefits Share-based payments Total KMP compensation 2019 $ 644,688 (1,912) 38,804 - 187,533 869,113 2018 $ 1,102,961 (222,450) 68,103 100,000 110,956 1,159,570 The amounts disclosed in the table are the amounts recognised as an expense during the reporting year related to KMP. Amounts paid to KMP from prior years have been excluded from this table. (b) Other transactions with related parties The following table provides the total amount of transactions that have been entered into with related parties for the relevant financial year. Entities with significant influence over the Group At 31 December 2019, Asipac owned 39.09% of the ordinary shares in Terramin (2018: 33.18%) and is controlled by Mr Sheng who is the Executive Chairman of the Company. Mr Siciliano is the Chief Financial Officer of Asipac. Asipac has had the following transactions in the year: Asipac Group Borrowings as at 1 January Loans advanced during the year Loan repayments in the year Borrowings as at 31 December Related Party Transactions Loan facility fees paid Loan facility fees incurred Interest paid Interest incurred Related Party Balance Amounts owed at year end 2019 $’000 17,250 9,300 (5,035) 21,515 (1,230) 1,230 (970) 3,513 2018 $’000 13,250 4,000 - 17,250 - 764 - 1,657 2,543 2,421 Terms and conditions of transactions with related parties The transactions with related parties are made on terms equivalent to those that prevail in arm’s length transactions. On 28 October 2019, the Company and its subsidiary Terramin Exploration Pty Ltd entered into an agreement with major shareholder Asipac Group Pty Ltd to restructure its Facility Agreements. Under this agreement refinancing and marketing fees are waived, along with the waiver of the right to negotiate an offtake agreement for BiH, in return for a 3% NSR royalty on gold production from BiH. In the event that BiH production is less than 500koz the royalty shall extend to Terramin’s wholly owned South Australian gold tenements until a total of 500koz is reached. The term of the facilities were also extended to 30 April 2021. 21. Financial Instruments The Group is exposed to market risk in the form of commodity price risk, foreign currency exchange risk and interest rate risk. The carrying value of the financial assets and liabilities of the Group, together with the equity and profit or loss impact during the period (if any), that are affected by market risk are categorised as follows: Financial Instruments Current Cash and cash equivalents Trade and other receivables Trade and other payables Financial liabilities at amortised cost Total current financial instruments Note 7 9 12 13 2019 $'000 2018 $'000 6,300 178 (3,356) (21,515) (18,393) 252 138 (3,376) (16,902) (19,888) Fair value The fair values of the financial assets and liabilities of the Group are equal to the carrying amount in the accounts (as detailed previously). In the case of loans and borrowings it is considered that the variable rate debt and associated credit margin is in line with current market rates and therefore is carried in the accounts at fair value. 22. Financial Risk Management The Group’s principal financial liabilities comprise loans and trade and other payables. The main purpose of these financial instruments is to finance the Group’s operations. The Group has various financial assets such as accounts receivable and cash and short-term deposits, which arise directly from operations. The Group manages its exposure to key financial risks in accordance with the Group’s risk management policy. The objective of the policy is to support the delivery of the Group’s financial targets while protecting future financial security. The main risks that could adversely affect the Group’s financial assets, liabilities or future cash flows are market risks, comprising commodity price risk, currency risk, interest rate risk, credit risk and liquidity risk. The Group’s senior management oversees the management of financial risks. The Group’s senior management is supported by the Audit, Risk and Compliance Committee that advises on financial risks and the appropriate financial risk governance framework for the Group. The Audit, Risk and Compliance the Group’s senior Committee provides assurance management that the Group’s financial risk-taking activities are governed by appropriate policies and procedures and that financial risks are identified, measured and managed in accordance with Group policies and the Group’s risk appetite. to All derivative activities for risk management purposes are carried out by management that have the appropriate skills, experience and supervision. It is the Group’s policy that no trading in derivatives for speculative purposes shall be undertaken. At this stage, the Group does not currently apply any form of hedge accounting. The Board of Directors reviews and agrees policies for managing each of these risks which are summarised below. 39 1. Market Risk Market risk is the risk that the fair value of future cash flows of a financial instrument will fluctuate because of changes in market prices. Market prices comprise three types of risk: commodity price risk, interest rate risk and currency risk. Financial instruments affected by market risk include loans and borrowings, deposits, accounts receivable, accounts payable, accrued liabilities and derivative financial instruments. The Company currently has no commodity price risk. (a) Currency risk The Group is exposed to foreign currency risk on purchases and cash at bank which are denominated in a currency other than AUD. The currencies giving rise to this are primarily USD and Algerian Dinar (DZD). The Group does not enter into derivative financial instruments to hedge such transactions denominated in a foreign currency. No amount was recognised in the statement of profit or loss and other comprehensive income during the current year (2018:$nil). The Group’s exposure to foreign currency risk at reporting date was as follows: In AUD thousand equivalent Cash at bank Trade receivables Trade payables Gross exposure 31 December 2019 DZD 1 6 (74) (67) USD - - - - 31 December 2018 DZD 34 30 (74) (10) USD 2 - - 2 following exchange rates applied The Consolidated Statement of Financial Position: for the Group Currency Exchange Rates Year-end rates used for the consolidated statement of financial position, to translate the currencies into AUD, are: Currency 2019 2018 USD DZD 0.70 83.10 0.71 83.05 Sensitivity Analysis Sensitivity to fluctuations in foreign currency rates is based on outstanding monetary items at 31 December 2019 which are denominated in a foreign currency. Holdings exposed to currency risk at the end of the period are minimal. (b) Interest rate risk The Group has an exposure to future interest rates on investments in variable-rate securities and variable- rate borrowings. The Group does not use derivatives to mitigate these exposures. The Group’s exposure to interest rate risk and effective weighted average interest rates are as follows: . Interest Rate Sensitivity Loans - 31 December 2019 Loans - 31 December 2018 $’000 +1% (215) (173) $’000 -1% 215 173 Net Financial Assets (Liabilities) 2019 Cash1 Short-term deposits1 Finance lease liabilities Loans1 Total (Net) Effective interest rate 1.20% 1.20% 14.50% 12.00% Total $’000 965 5,335 (2) (21,515) (15,217) Net Financial Assets (Liabilities) 2018 Cash1 Short-term deposits1 Finance lease liabilities Loans2 Total (Net) Total $’000 219 33 (11) (17,250) (17,009) Includes AUD and USD denominated balances. Effective interest rate 2.03% 1.42% 14.50% 8.00% Floating Int rate $’000 965 5,335 - - 6,300 Floating Int rate $’000 219 33 - - 252 Fixed interest rate - - (2) (21,515) (21,517) Fixed interest rate - - (11) (17,250) (17,261) 1. 2. During the reporting period, the facilities were extended by 18 months with an expiry date of 30 April 2021. No review event has been declared as at the date of this report. An interest rate review event was declared by the lender resulting in the interest rate increasing from 8% to 12%. Sensitivity analysis The Group has interest bearing liabilities with the Asipac Group which may be varied. The following table interest repayments to a reasonably possible change in interest of +/- 1% (2018: +/- 1%) illustrates the sensitivity of 2. Credit risk The carrying amount of the Group’s financial assets represents the maximum credit exposure. The Group’s maximum exposure to credit risk at the reporting date was: Credit risk exposure - assets Note Trade and other receivables Cash assets Total financial assets 9 7 2019 $’000 178 6,300 6,478 2018 $’000 138 252 390 The Group’s maximum exposure to credit risk for loans and receivables at the reporting date by geographic region was: Credit risk exposure – loans and receivables Australia USA Other Total trade and other receivables Note 9 2019 $’000 172 - 6 178 2018 $’000 109 - 29 138 40 3. Liquidity risk The contractual maturities of financial liabilities, including estimated interest payments: 2019 Non-derivative financial liabilities Trade and other payables Loans - secured Finance lease liabilities Total non-derivative financial liabilities 2018 Non-derivative financial liabilities Trade and other payables Loans - secured Loans - unsecured Finance lease liabilities Note 12 13 28(d) Note 12 13 13 28(d) Carrying amount1 $'000 Contractual cash flows2 $'000 6 months or less3 $'000 6-12 Months3 $'000 1-2 years3 $'000 2-5 years3 $'000 More than 5 years3 $'000 3,356 (3,356) (3,356) 21,515 (24,129) 2 (2) - (1) 24,873 (27,487) (3,357) - - (1) (1) - (24,129) - (24,129) - - - - - - - - Carrying amount1 $'000 Contractual cash flows2 $'000 6 months or less3 $'000 6-12 Months3 $'000 1-2 years3 $'000 2-5 years3 $'000 More than 5 years3 $'000 3,376 11,000 5,891 11 (3,376) (3,376) - (12,287) (6,620) (11) - - (6) (12,287) (6,620) (3) (18,910) - - - (2) (2) - - - - - - - - - - (22,294) Total non-derivative financial liabilities 1. Represents amounts reflected in the statement of financial position as at 31 December. 2. Represents total loan principal, accrued interest and accrued fees payable as at 31 December. 20,278 (3,382) 3. Represents schedule of payments of loan principal, accrued interest and accrued fees in accordance with specified time bands. 23. Controlled Entities Name Parent Entity Terramin Australia Limited Subsidiaries of parent entity Menninnie Metals Pty Ltd Western Mediterranean Zinc Spa Terramin Spain S.L. Terramin Exploration Pty Ltd Country of incorporation 2019 2018 Percentage Australia Australia Algeria Spain Australia 100% 65% 100% 100% 100% 65% 100% 100% Subsidiary with material non-controlling interests The Group includes one subsidiary, Western Mediterranean Zinc Spa, with material Non-Controlling Interests (‘NCI’): Name Proportion of Ownership Interests & Voting Rights held by the NCI Profit/(Loss) Allocated to NCI Accumulated NCI Western Mediterranean Zinc Spa 35% 35% (212) (375) 13,365 13,577 Summarised financial information for Western Mediterranean Zinc Spa, before intragroup eliminations, is set out below: 31-Dec-19 31-Dec-18 31-Dec-19 31-Dec-18 31-Dec-19 31-Dec-18 Current assets Non-current assets Total assets Current liabilities Non-current liabilities Total liabilities 2019 $'000 9 44,207 44,216 108 45 153 2018 $'000 101 44,113 44,214 74 - 74 41 Revenue Loss for the year Other comprehensive income for the year (all attributable to owners of the parent) Total comprehensive loss for the year Net cash (used in) operating activities Net cash used in investing activities Net cash from financing activities Net cash (outflow) Cash Balance as at 31 December 2019 $'000 - (608) - (608) (433) - 403 (30) 1 2018 $'000 - (1,072) - (1,072) (823) - 847 24 31 24. Segment Reporting For management purposes, the Group is organised into business units based on geography and has two reportable operating segments: a. Australia - explores, develops and mines zinc, lead and gold deposits b. Northern Africa - developing a zinc deposit No operating segments have been aggregated to form the above reportable operating segments. Australia Northern Africa Consolidated Other Income External customers Total Other Income Results Raw materials, consumables and other direct costs Employee benefits & share based payments expense Depreciation and amortisation Exploration and evaluation expensed Mine rehabilitation obligation expense Other expenses Net finance costs (Loss) before income tax Income tax expense (Loss) for the year for the operating segment (Loss) for the year attributable to non-controlling interest (Loss) for the year attributable to equity holders of the Company Operating assets Operating liabilities Other disclosures 2019 $'000 264 264 (420) (1,225) (92) (198) (70) (838) (3,031) (5,610) 607 (5,003) - (5,003) 36,450 30,055 2018 $'000 254 254 (459) (1,665) (45) - (47) (1,204) (2,116) (5,282) 344 (4,938) - (4,938) 28,322 25,109 2019 $'000 2018 $'000 2019 $'000 2018 $'000 - - - - (18) (590) - - - - - - - - (1,076) - 4 - (608) (1,072) - (608) (212) (396) - (1,072) (375) (697) 44,216 44,214 153 74 264 264 (420) (1,225) (110) (788) (70) (838) (3,031) (6,218) 607 (5,611) (212) (5,399) 80,666 30,208 254 254 (459) (1,665) (45) (1,076) (47) (1,200) (2,116) (6,354) 344 (6,010) (375) (5,635) 72,536 25,183 - Capital expenditure1 1. Capital expenditure consists of additions of property, plant and equipment, and exploration and evaluation assets. 2,077 2,273 128 2,077 2,401 Management monitors the operating results of its business units separately for the purpose of making decisions about resource allocation and performance assessment. Segment performance is evaluated based on operating profit or loss and is measured consistently with operating profit or loss in the consolidated financial statements. There are no transactions other than cash funding between reportable segments. 42 25. Share Based Entitlements and Payments The Group uses share options and share rights to provide incentives to Directors, employees and consultants. The Board, upon the recommendation of senior management, has discretion to determine the number of options to be offered to Eligible Employees (as that term is defined by the EOP) and the terms upon which they are offered, including exercise price and vesting conditions. During the calendar year 2018, 10,000,000 options were granted to the Group’s Chief Executive Officer. Details of the options granted to the Chief Executive Officer are summarised in the notes that follow. No options were granted to KMP’s during the calendar year 2019. The options outstanding at 31 December 2019 have a weighted average contractual life of 3.4 years (2018: 3.4 years). A balance of 10,000,000 options were outstanding for the Group at 31 December 2019. (a) Number and weighted average exercise prices of share options Outstanding at 1 January Granted during the period Exercised during the period Lapsed during the year Outstanding at 31 December Exercisable at 31 December Weighted average exercise price 2019 $0.135 Number of options 2019 10,000,000 $0.293 $0.00 $0.00 $0.293 $0.20 - - - 10,000,000 2,500,000 Weighted average exercise price 2018 $0.135 $0.293 $0.00 $0.135 $0.293 $0.00 Number of options 2018 1,750,000 10,000,000 - (1,750,000) 10,000,000 - (b) Options exercised during the year There were not options exercised during the reporting period (2018: Nil). (c) Table of share options movement for the Group at 31 December 2019 Expiry Date Opening balance 1 January 2019 Granted during the period Lapsed during the period Closing balance 31 December 2019 Number of options 10,000,000 - - 10,000,000 (d) Table of share options movement for the Group at 31 December 2018 Expiry Date Opening balance 1 January 2018 Granted during the period Lapsed during the period Closing balance 31 December 2018 Number of options 1,750,000 10,000,000 (1,750,000) 10,000,000 (e) Shares issued in lieu of cash payments During the year, no shares were issued in lieu of cash payments. Options expense this year $'000 111 187 - 298 Options expense this year $'000 - 111 - 111 Total option value $'000 371 - - 371 Total option value $'000 - 371 - 371 Type of Share Rights Issue 2019 Shares issued in lieu of salary and wages Total shares issued in lieu of cash payments Type of Share Rights Issue 2018 Shares issued in lieu of salary and wages Shares issued in lieu of salary and wages Shares issued in lieu of salary and wages Total shares issued in lieu of cash payments Date of issue Number of Ordinary Shares on issue - - Issue Price $ - - Share Capital $'000 - - Date of issue 2 January 2018 4 April 2018 8 July 2018 Number of Share Rights issued Issue Price $ 162,615 137,882 123,331 423,828 0.13 0.16 0.18 Share Rights $'000 21 22 22 65 43 26. Employee Option Plan (a) Current Options No options were granted, no options were exercised and no options lapsed during the reporting period. (b) Employee Incentive Plan Terramin has established an Employee Incentive Plan. Shares are allotted to employees under this Plan at the Board’s discretion. The following options are currently on issue: Balance as at 1 January 2019 Granted during the financial year1 Balance as at 31 December 2019 Lapsed during the financial year Balance as at 31 December 2019 No. of Options on issue 10,000,000 - 10,000,000 - 10,000,000 Exercise Price $0.2932 - $0.2932 Fair Value $’000 370,750 - 370,750 - 370,750 1. 2. Share Based Payments expense is recognised over the vesting period on a pro-rata basis from the grant date. Represents the weighted average exercise price Tranche A Granted Dec-18 $104,750 Tranche B Granted Dec-18 $90,250 Tranche C Granted Dec-18 $88,250 Tranche D Granted Dec-18 $87,500 2,500,000 2,500,000 2,500,000 2,500,000 $0.20 80% 3 years 2.10% $0.25 80% 3 years 2.10% $0.32 80% 3.5 years 2.20% $0.40 80% 4 years 2.20% Total fair value at grant date1 Number of securities issued Exercise price Volatility Term Risk free rate 1. Options were granted on 2 August 2018. During the 2019 reporting period the share based payment expense of $187,533 represents the vested portion of total fair value of options of $370,750. The fair value of options issued is calculated using the Black- Scholes Option Pricing Model. 27. Earnings per Share (a) Basic earnings per share The calculation of basic earnings per share at 31 December 2019 was based on the net loss attributable to owners of the Company of $5.4m (2018: $5.6m) and a weighted average number of ordinary shares outstanding during the year ended 31 December 2019 of 1,889,222,958 (2018: 1,869,503,284), calculated as follows: Net loss for the year attributable to the owners of the Company Ordinary shares on issue Weighted average number of shares 2019 $’000 (5,399) 2018 $’000 (5,635) 2,116,562,720 1,889,222,958 1,869,601,371 1,869,503,284 Basic earnings per share (cents) (0.29) (0.30) (b) Diluted earnings per share The calculation of diluted earnings per share does not include potential ordinary shares on issue as to do so would have the effect of reducing the amount of the loss per share. Therefore the diluted earnings per share equates to the ordinary earnings per share. 28. Commitments and Contingencies There are contractual commitments at the reporting date as follows: (a) Operating lease Non-cancellable operating leases contracted but not capitalised in the financial statements payable: Within 1 year One to five years Total 2019 $’000 - - - 2018 $’000 80 22 102 (b) Minimum expenditure on exploration tenements of which the Group has title In order to maintain current rights of tenure to exploration tenements, the Company is required to perform minimum exploration work to meet minimum expenditure requirements. These obligations are subject to renegotiation and may be farmed out or relinquished. These obligations are not provided for in the parent entity financial statements. Adelaide Hills fold belt tenements have an amalgamated minimum expenditure of $4.16 million over 2 years expiring on 30 June 2020 and represents a portion of the total minimum expenditure. The Wild Horse and Ulooloo tenements are excluded from the Adelaide Hills fold belt amalgated minimum expenditure arrangement. The minimum expenditure for the Wild Horse tenement is $174,000 over 2 years expiring on 8 September 2020. The minimum expenditure for the Ulooloo tenement $100,000 over 2 years expiring on 18 December 2020. is South Gawler project tenements have an amalgamated minimum expenditure of $1.5 million over 2 years expiring on 3 July 2021 and represents a portion of the total minimum expenditure. The minimum expenditure on a tenement is subject to change at the end of a five year term from when the tenement was granted. (c) Finance leases 2019 $’000 2018 $'000 Within 1 year Longer than 1 year and not longer than 5 Minimum lease payments Less: future finance charges Total lease liabilities Representing Current Non-current Total lease liabilities 2 - 2 - 2 2 - 2 The interest rate implicit in the lease is 14.5%. 10 2 12 1 11 9 2 11 44 (d) Other commitments and contingencies Tala Hamza Zinc Project In February 2006, the Group signed a joint venture agreement in respect of the Tala Hamza Zinc Project with ENOF, an Algerian Government company involved in exploration and mining activities. The Company agreed to manage and finance the joint venture until a decision to mine is made. Bird-in-Hand acquisition Terramin Exploration Pty Ltd agreed to purchase the Bird-in- Hand Gold Project from Maximus Resources Limited. Pursuant to a tenement sale and purchase agreement two further payments of $1 million each may become payable following approval of the Programme for Environmental Protection and Rehabilitation in respect of the Bird-in- Hand deposit and following the first shipment of mined gold respectively. A net smelter royalty will also become payable following the first shipment of mined gold. Consultancy fee Under the Technical Cooperation Agreement entered into with NFC up to an additional 8 million ordinary shares will be issued upon the Board of WMZ taking a decision to mine. Finder’s Fee A second tranche of a finder’s fee is payable to a non-related linked to the commencement of commercial party and production from the first producing mine established on the Oued Amizour tenement covered by the Algerian joint venture agreement with ENOF. The amount payable will be US$62,500 which will be converted into the Australian Dollar equivalent at the time of the contingent payment in the future, as well as 100,000 unlisted options exercisable at 25 cents each within 3 years of date of issue. Asipac Royalty On 28 October 2019, the Company and its subsidiary Terramin Exploration Pty Ltd entered into an agreement with major shareholder Asipac Group Pty Ltd to restructure its Facility Agreements. Under this agreement refinancing and marketing fees are waived, along with the waiver of the right to negotiate an offtake agreement for BiH, in return for a 3% NSR royalty on gold production from BiH. In the event that BiH production is less than 500koz the royalty shall extend to Terramin’s wholly owned South Australian gold tenements until a total of 500koz is reached. Goldwyn Property (Bird-in-Hand Project) insurance claim In December 2019, the Company submitted an insurance claim for damages at Goldwyn Farm, the site of its Bird-in-Hand Gold Project. The Company’s insurer is currently assessing the claim. Bank Guarantees - Angas Zinc Mine As at 31 December 2019, the Company had lodged bank guarantees having a face value of $5.3 million with the South Australian Government. Litigation At the reporting date, the Company is currently pursuing litigation in South Australia in regard to a non-complying planning approval of a neighbouring property and two cases related to land access under the Mining Act 1971. 29. Events After the Reporting Date There are no other matters or circumstances that have arisen since the end of the year that have significantly affected or may significantly affect either the entities operations or state of affairs in future years or the results of those operations in future years. 30. Parent Entity Disclosures As at, and throughout, the financial year ending 31 December 2019 the parent Company of the Group was Terramin Australia Limited. Result of the parent entity Loss for the period Other comprehensive income 2019 $’000 2018 $'000 (5,650) (4,676) - - Total comprehensive income for the period (5,650) (4,676) Financial position of parent entity Current assets Total assets Current liabilities Total liabilities Total equity of the parent entity comprising of: Share capital Reserves Accumulated losses Total equity 6,533 73,022 2,073 22,564 406 65,569 13,472 18,216 223,950 215,383 298 136 (173,790) (168,166) 50,458 47,353 Parent entity capital commitments for acquisition of property plant and equipment There are no capital commitments for acquisition of property, plant and equipment as at 31 December 2019. Parent entity guarantees subsidiaries The parent entity has not entered into a deed of Cross Guarantee with respect to its subsidiaries. in respect of debts of its 45 Tenement Information Terramin Australia Limited Tenement listing Title name and locations Angas - South Australia 1 Bremer - South Australia 1 Cambrai - South Australia 1 Pfeiffer - South Australia 1 Tepko - South Australia Wild Horse - South Australia3 Licence number ML 6229 EL 5924 EL 5662 EL 6228 EL 6267 EL 5846 Terramin Exploration Pty Ltd (100% Terramin) Tenement listing Title name and locations Bird-in-Hand Mineral Claim 1 Kapunda - South Australia 1 Lobethal - South Australia 1 Mount Barker - South Australia 1 Mount Pleasant - South Australia 1 Mount Torrens - South Australia Ulooloo – South Australia Licence number EL 6154 EL 6447 EL 6198 MC 4473 194.78ha 624km2 221km2 118km2 452km2 93km2 103km2 EL 6293 EL 6319 EL 5805 Licence area 87.97ha 387km2 89km2 154km2 778km2 462km2 Licence area Application for renewal of licence lodged Application for renewal of licence lodged Expiry date Interest Minimum expenditure 16/08/2026 100% Not applicable 26/10/2021 100% $1,680,000 over 3 years 20/07/2020 100% $120,000 over 3 years 21/11/2022 100% $270,000 over 3 years 7/10/2020 100% $420,000 over 2 years 8/09/2020 100% $174,000 over 2 years Expiry date Interest Minimum expenditure - 100% Not applicable 27/04/2020 100% $720,000 over 2 years 31/08/2021 100% $800,000 over 2 years 24/02/2020 100% $320,000 over 2 years 29/03/2021 100% $900,000 over 3 years 24/02/2021 100% $640,000 over 2 years 18/12/2020 100% $100,000 over 2 years Western Mediterranean Zinc Spa (65% Terramin) Tenement listing Title name and locations Oued Amizour - Algeria Licence number 6911 PEM Licence area 12,276ha Expiry date 31/01/2018 WMZ Interest 100% Minimum expenditure Not applicable Menninnie Metals Pty Ltd (100% Terramin) Tenement listing Title name and locations Kolendo - South Australia 2, 3 Menninnie - South Australia 2, 3 Mt Ive - South Australia Mt Ive South - South Australia3 2, 3 Mulleroo - South Australia 2, 3 Nonning - South Australia Peltabinna – South Australia3 2, 3 Tanner - South Australia3 Taringa - South Australia Thurlga - South Australia3 2, 3 Unalla - South Australia 2, 3 Licence number EL 6413 EL 5949 EL 6200 EL 6412 EL 5855 EL 5925 EL 6290 EL 6414 EL 5816 EL 5518 EL 6179 Licence area 208km2 101km2 214km2 394km2 210km2 312km2 637km2 354km2 988km2 951km2 155km2 Expiry date MMPL Interest Minimum expenditure Application for renewal of licence lodged 26/07/2021 100% $400,000 over 2 years 26/10/2021 100% $960,000 over 3 years 20/06/2020 100% $200,000 over 2 years 19/06/2021 100% $280,000 over 2 years 19/09/2021 100% $150,000 over 3 years 30/11/2021 100% $720,000 over 3 years 11/12/2020 100% $180,000 over 2 years 31/07/2021 100% $260,000 over 2 years 20/02/2021 100% $750,000 over 3 years 27/11/2019 100% $484,200 over 1 year 6/06/2020 100% $180,000 over 2 years 28/08/2019 1. 2. Subject to an amalgamated expenditure arrangement with the Department for Energy and Mining (DEM) (see note 28(b)) encompassing the Adelaide Hills tenements. Subject to an amalgamated expenditure arrangement with the Department for Energy and Mining (DEM)) (see note 28(b)) encompassing the Menninnie Metals tenements. 3. The Wild Horse and Menninnie Metals (South Gawler Ranges) tenements are subject to an earn-in agreement with Freeport Exploration Australia Pty Ltd 46 Reserves and Resources Terramin’s Mineral Resource and Ore Reserve estimates as at 31 December 2018 and 31 December 2019 are listed below. The Mineral Resource estimates are reported inclusive of Ore Reserve estimates. The totals and average of some reports may appear inconsistent with the parts, but this is due to rounding of values to levels of reporting precision commensurate with the confidence in the respective estimates. The complete JORC Code reports, including JORC Code Table 1 checklists, which detail the material assumptions and technical parameters for each estimate, can be found at https://www.terramin.com.au/ under the menu ‘ASX Announcements'. The JORC Code Competent Person statements for the 31 December 2019 estimates are included on pages 11 and 51 of this Annual Report. Terramin’s public reporting governance for mineral resources and ore reserves includes a chain of assurance measures. Firstly, Terramin ensures that the Competent Persons responsible for public reporting: • • • • are current members of a professional organisation that is recognised in the JORC Code framework; have sufficient mining industry experience that is relevant to the style of mineralisation and reporting activity, to be considered a Competent Person as defined in the JORC Code; have provided Terramin with a written sign-off on the results and estimates that are reported, stating that the report agrees with supporting documentation regarding the results or estimates prepared by each Competent Person; and have prepared supporting documentation for results and estimates to a level consistent with normal industry practices – which for JORC Code 2012 resources includes Table 1 Checklists for any results and/or estimates reported. The following tables set out the current Resource and Reserve position for the Company. Table of Resources – Lead Zinc Measured Resource Indicated Resource Inferred Resource Total Resources Terramin Interest (%) Tonnes (Mt) Zn (%) Pb (%) Tonnes (Mt) Zn (%) Pb (%) Tonnes (Mt) Zn (%) Pb (%) Tonnes (Mt) Zn (%) Pb (%) 2018 Tala Hamza Angas Sunter Menninnie Dam Total (100%) Total (Terramin share 2018) 2019 Tala Hamza1, 2 Angas4, 5 Sunter4, 6 Menninnie Dam7, 8 Total (100%) Total (Terramin share) 65 100 100 100 65 100 100 100 Table of Resources – Gold 44.2 0.66 0.13 44.99 29.53 44.2 0.66 0.13 44.99 29.53 5.54 4.68 5.70 5.53 5.20 5.54 4.68 5.70 5.53 5.20 1.44 1.81 2.31 1.45 1.45 1.44 1.81 2.31 1.45 1.45 8.9 0.25 0.24 7.7 17.09 13.98 8.9 0.25 0.24 7.7 17.09 13.98 4.0 2.8 2.9 3.1 2.16 3.46 4.0 2.8 2.9 3.1 2.16 3.46 0.7 1.3 1.2 2.6 1.57 1.77 0.7 1.3 1.2 2.6 1.57 1.77 53.0 0.91 0.38 7.7 61.99 43.44 53.0 0.91 0.38 7.7 61.99 43.44 5.3 4.2 3.8 3.1 4.62 4.87 5.3 4.2 3.8 3.1 4.62 4.87 1.3 1.7 1.6 2.6 1.47 1.54 1.3 1.7 1.6 2.6 1.47 1.54 Indicated Resource Terramin Interest (%) Tonnes (Kt) 2018 100 Bird-in-Hand Total (100%) - Total (Terramin share 2018) - 2019 Bird-in-Hand9, 10 Total (100%) Total (Terramin share) 100 - - 432 432 432 432 432 432 Au (g/t) 14.4 14.4 14.4 14.4 14.4 14.4 Ag (g/t) 7.56 7.56 7.56 7.56 7.56 7.56 Inferred Resource Tonnes (Kt) Au (g/t) Ag (g/t) Total Resources Tonnes (Kt) Au (g/t) Au (kOz) Ag (g/t) Ag (kOz) 220 220 220 220 220 220 9.2 9.2 9.2 9.2 9.2 9.2 2.4 2.4 2.4 2.4 2.4 2.4 650 650 650 650 650 650 12.6 12.6 12.6 12.6 12.6 12.6 265 265 265 265 265 265 5.8 5.8 5.8 5.8 5.8 5.8 122 122 122 122 122 122 47 Reserves and Resources (continued) Table of Resources – Copper Terramin Interest (%) Indicated Resource Cu Tonnes (%) (Mt) Inferred Resource Tonnes (Mt) 2018 Kapunda Total (100%) Total (Terramin share) 2019 Kapunda11, 12, 13 Total (100%) Total (Terramin share) 100 - - 100 - - Table of Reserves – Lead Zinc Terramin Interest (%) Probable Reserve Zn (%) Tonnes (Mt) 2018 Tala Hamza Tatal (100%) Total (Terramin share 2018) 2019 Tala Hamza2, 3 Total (100%) Total (Terramin share) 65 - - 65 - - 25.9 25.9 16.8 25.9 25.9 16.8 6.3 6.3 6.3 6.3 6.3 6.3 47.4 47.4 47.4 47.4 47.4 47.4 Pb (%) 1.8 1.8 1.8 1.8 1.8 1.8 Cu (%) 0.25 0.25 0.25 0.25 0.25 0.25 Tonnes (Mt) 25.9 25.9 16.8 25.9 25.9 16.8 Total Resources Tonnes (Mt) Cu (%) 47.4 47.4 47.4 47.4 47.4 47.4 Total Reserve Zn (%) 6.3 6.3 6.3 6.3 6.3 6.3 0.25 0.25 0.25 0.25 0.25 0.25 Pb (%) 1.8 1.8 1.8 1.8 1.8 1.8 1. Resources for Tala Hamza (JORC 2004) are estimated at a cut off of 3% ZnEq. The Zinc Equivalence formula for Tala Hamza is %ZnEq = %Zn + 0.856 x %Pb and is based on long term predicted prices of Pb USD2,400/t and Zn USD2425/t and metal recoveries of Pb 62% and Zn 88%. 2. Tala Hamza Resources as at January 2018. The reserve is as at 29 August 2018. The reserve is based on the Underhand Drift and Fill mining method. Resources are inclusive of Reserves. 3. Reserve cut off grade at Tala Hamza is 4.5% ZnEq (JORC 2012). 4. Resources for Angas and Sunter (JORC 2004) are estimated at a cut off of 2% Pb+Zn. 5. Angas Resources as at 1 Jan 2013. Resources exclude oxide and transitional material. 6. Sunter Resources as at 29 November 2011. Resources exclude oxide and transitional material. 7. Resources for Menninnie Dam (JORC 2004) are estimated at a cut off of 2.5% Pb+Zn. 8. Menninnie Dam Resources as at 15 February 2011. Resources exclude oxide and transitional material. 9. Resources for Bird-in-Hand (JORC 2012) are estimated at a cut off of 1g/t Au. 10. Bird-in-Hand Resources as at 30 October 2018. 11. Resource for Kapunda (JORC 2012) estimated at a cut off of 0.05% Cu. Resource excludes primary sulphide material. 12. Kapunda Resource as at 12 February 2018. 13. Subject to terms of JV with Environmental Copper Recovery Pty Ltd announced 2 August 2017. JORC Competent Person Statement The information in this report that relates to Exploration Results and Mineral Resources is based on information compiled by Mr Eric Whittaker (Tala Hamza, Menninnie, Angas and Kapunda Resources and Exploration Results) and Mr Dan Brost (Bird-in-Hand Resource), both being Competent Persons who are Members of The Australasian Institute of Mining and Metallurgy (AusIMM). Mr Whittaker is employed as the Regional Exploration Manager of Terramin Australia Limited and Mr Brost is a geologist consulting to Terramin. Mr Whittaker and Mr Brost have sufficient experience that is relevant to the style of mineralisation and type of deposit under consideration and to the activity being undertaken to qualify as a Competent Person(s) as defined in the 2012 Edition of the ‘Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves’. Mr Whittaker and Mr Brost consent to the inclusion in the report of the matters based on their information in the form and context in which it appears. The information in this report that relates to Ore Reserves is based on information compiled or reviewed by Mr Luke Neesham, a Competent Person who is a Member of the Australasian Institute of Mining and Metallurgy (AusIMM). Mr Neesham is Principal Mining Engineer for GO Mining Pty Ltd a consulting firm engaged by Terramin Australia Limited to prepare mining designs and schedules for the Tala Hamza Feasibility Study. Mr Neesham has sufficient experience that is relevant to the style of mineralization and type of deposit under consideration and to the activity being undertaken 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’. Mr Neesham consents to the inclusion in the report of the matters based on his information in the form and context in which it appears. 48 Additional Securities Exchange Information Equity Securities on Issue Fully paid ordinary shares As at 31 January 2020, there were 2,459 holders of a total of 2,116,562,720 ordinary fully paid shares in the capital of the Company. All ordinary fully paid shares in the capital of the Company are listed for quotation on the ASX. Unlisted options As at 31 January 2020, there was 1 holder of a total of 10,000,000 options over fully paid ordinary shares in the capital of the Company. Shareholder Voting Rights At a general meeting of shareholders, on a show of hands, each person who is a member or sole proxy has one vote. On a poll, each shareholder is entitled to one vote for each fully paid share. Unlisted options carry no voting rights. Distribution Schedule as at 31 January 2020 Number of securities 1 – 1,000 1,001 – 5,000 5,001 – 10,000 10,001 – 100,000 100,001 – and over Total Fully paid ordinary shares Unlisted options 476 686 311 707 279 2,459 0 0 0 0 1 1 As at 31 January 2020, there were 1,641 shareholdings of less than a marketable parcel. Substantial Shareholders As at 31 January 2020, the following shareholders were substantial shareholders, as disclosed in substantial shareholder notices given to the Company: Shareholder Asipac Group Pty Ltd Citycorp Nominees Pty Limited HSBC Custody Nominees (Australia) Limited Mr Yong Yang Number of shares % Issued capital 827,023,014 289,054,230 164,083,363 108,000,000 39.07 13.66 7.75 5.10 49 Additional Securities Exchange Information (continued) List of 20 Largest Shareholders The names of the twenty largest shareholders as shown in the Company’s register at 31 January 2020 are: Shareholder Asipac Group Pty Ltd Citycorp Nominees Pty Limited HSBC Custody Nominees (Australia) Limited Mr Yong Yang BNP Paribas Noms Pty Ltd J P Morgan Nominees Australia Pty Limited China Non-Ferrous Metals Industry’s Foreign Engineering and Construction New Asia Wealth Investment Holding (SG) Pte Ltd Fly Wealth Investment Pty Ltd Mr Jing Wang Vasco Investment Managers Ltd Mr Julian Paul Leach Auway Finance Group Pty Ltd Ms Er Xu BNP Paribas Nominees Pty Ltd Silver Springs Investment Pty Ltd Enterprise Flourishing Pty Ltd

  • Huge Field Investment Ltd Vasco Investment Managers Limited Zhang & Chen Investment Trust Total Additional Information Number of shares % Issued capital 827,023,014 289,054,230 164,083,363 108,000,000 100,888,085 77,279,637 67,800,000 57,185,513 35,800,000 35,399,949 19,049,619 18,685,187 17,857,143 17,511,817 16,042,137 15,580,967 10,000,000 10,000,000 8,919,047 7,700,000 39.07 13.66 7.75 5.10 4.77 3.65 3.20 2.70 1.69 1.67 0.90 0.88 0.84 0.83 0.76 0.74 0.47 0.47 0.42 0.36 1,903,859,708 89.95 Unquoted equity securities The following persons were the holders of 20% or more of the equity securities in an unquoted class as at 31 January 2019: Class of unquoted securities Unlisted options Richard Taylor On-Market Share Buy-Back There is no current on-market buy-back in place. Number of securities held % of securities in class 10,000,000 100.00 Corporate Governance Principles and Recommendations The Corporate Governance Principles and Recommendations can be found on the Company’s website. 50 Terramin Australia Limited Unit 7, 202 – 208 Glen Osmond Road Fullarton, South Australia, 5063 T: +61 8 8213 1415 F: +61 8 8213 1416 E: info@terramin.com.au W: www.terramin.com.au

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