Anooraq Announces Results for the Periods Ended September 30, 2009
November 16 2009 - 9:05AM
PR Newswire (US)
Positive first quarter at Bokoni VANCOUVER, Nov. 16
/PRNewswire-FirstCall/ -- Anooraq Resources Corporation ("Anooraq"
or the "Company") (TSXV: ARQ; NYSE Amex: ANO; JSE: ARQ) announces
its production and financial results for the three months and nine
months ended September 30, 2009. This release should be read with
the Company's Financial Statements and Management Discussion &
Analysis, available at http://www.anooraqresources.com/ and filed
on http://www.sedar.com/. Highlights for the quarter: - Completed
Lebowa Platinum Mines (now called Bokoni Mines) acquisition - New
management team in place and early "wins" from operations - Good
safety performance - Tonnes mined and milled up by 15% - Produced
30,835 PGM (4E)1 ounces - Unit operating cost (in South African
rand (ZAR) per tonne) decreased by 13% - Excellent PGM (4E)
recoveries - Merensky: 92% UG2: 89% - Narrowed operating loss -
Completed capital expenditure review and revised budgets The past
quarter saw the most significant development in the company's
history - the implementation of the Lebowa transaction on July 1,
2009. This transaction included the acquisition of an effective 51%
holding in the Bokoni Platinum Mines (formerly Lebowa Platinum
Mines) referred to as "Bokoni" or "Bokoni Mines") and a further 1%
controlling interest in the Boikgantsho, Ga-Phasha and Kwanda
projects for a purchase consideration of CAD$385 million (ZAR2.6
billion). As a result, Anooraq has emerged as a PGM-producing
company controlling the third largest PGM resource base in South
Africa. Philip Kotze, President and CEO of Anooraq Resources,
commented: "This is our first report on the performance of Bokoni
Platinum Mines, and we are pleased to be able to indicate a
positive trend for both production and costs. "Our focus at Bokoni
is on both optimizing the existing mine operations and developing
new mines at Brakfontein and Middelpunt Hill, ensuring that Bokoni
becomes a new-generation PGM producer with significant growth
prospects. The size and scale of the Bokoni orebody, together with
its attractive grades and well-developed mine and support
infrastructure, provides us with a number of opportunities to
increase production at shallow mining depths. The new Brakfontein
mine on the Merensky Reef at Bokoni represents a significant
ramp-up operation and will play a key role in achieving our phase 1
growth milestone of 270,000 PGM (4E) ounces by 2014. "Another key
part of our initial work at Bokoni has been to effect a cultural
turn-around at the operation. A new management team has been
appointed which has developed a production ramp-up plan,
implemented disciplined operating cost controls and completed a
review of capital costs. We are encouraged by the early gains
achieved at the operations, which have resulted in a real decrease
in unit costs, rationalization of capital expenditures and
identification of potential new sources of lower-cost ounces, such
as those presented by the vamping(2) opportunities at the Vertical
and Middelpunt Hill shafts. "Although much work remains to be done
to fully embed our new culture of delivery, accountability and
empowerment at Bokoni, we have made a good start in our first
operating quarter." Review of operational and financial performance
The results for the quarter ended September 30, 2009 reflect the
performance of Bokoni for the first full quarter under Anooraq
management. Safety Bokoni continued to report good safety
performance. There were no fatal injuries during the quarter and by
November 2, 2009 the mine achieved one million fatality-free
shifts. The lost time injury frequency rate ("LTIFR") of 0.7 (per
200,000 hours worked) for the quarter will continue to receive
focused attention as part of the change management program at the
operations. Production Mill production at 254,399 tonnes was 15%
higher when compared to the average quarterly performance for the
first half year, mainly because of a 15% increase in tonnes broken.
This increase was largely due to a more disciplined approach to the
mining effort through new mine management initiatives. A PGM (4E)
head grade of 4.19 g/t was achieved for the quarter. Grade control
is a key area of focus going forward. Concentrator plant recoveries
PGM (4E), at 92% for Merensky and 89% for UG2, remain among the
highest in the PGM industry. As tonnes mined and milled increased
metal production, when compared to the first half year, gained
momentum. ----------------------------------- Metal produced - Q3
2009 Units ----------------------------------- Pt (oz) 16,668
----------------------------------- Pd (oz) 11,249
----------------------------------- Rh (oz) 1,877
----------------------------------- Au (oz) 1.040
----------------------------------- Ni (t) 214
----------------------------------- Cu (t) 126
----------------------------------- Opportunities have been
identified to add low-cost tonnes from vamping at Vertical and
Middelpunt Hill shafts. It is estimated that production from
vamping could be effected at approximately 30% of current unit
operating costs. Total development for the quarter was 2,374 metres
and on reef development was 1,253 metres. During the quarter more
focus was placed on re-development and sub-development in order to
ensure increased immediately available reserves for mining. Costs
Efforts to reduce costs have yielded early positive results. Total
operating costs remained constant at CAD$34.6 million (ZAR257
million) when compared to the first half year, despite higher
production, electricity tariffs and wage increases during the
quarter. The 13% reduction in operating unit costs to CAD$135
(ZAR1,005)/tonne, when compared to the first half year, reflects
both the increase in production and the initial results of the
Company's cost-cutting initiatives. PGM (4E) unit costs for the
quarter decreased to US$1,071 (ZAR8,334) per PGM (4E) ounce, when
compared to the first half year. Despite these gains, the operating
costs remain at an unacceptably high level when compared to the
industry average and the Company continues to drive cost reduction
initiatives towards achieving lower unit operating costs. In early
October 2009, Anooraq announced a two-year wage agreement with its
labour unions, the result of which was an effective 10.2% average
wage increase at Bokoni, retroactive to July 1, 2009. A labour
restructuring initiative has commenced and, as a result, 300
contractors have been given notice of termination. The Company will
continue to assess labour needs until an optimal production to
services ratio mix is achieved at the operation. Improved operating
costs from the labour restructuring initiative should begin in the
first quarter of 2010. Other results from cost reduction and
efficiency improvement efforts during the quarter include a 34%
decrease in stores cost, through the implementation of a
disciplined budget initiative, as well as a 13% decrease in
concentrator unit costs and a 9% reduction in power (kw/h) usage.
Revenue Metal prices remained fairly stable during the quarter,
with a price recovery particularly evident in the US$ PGM prices.
The gross US$ PGM basket (4E) price of US$901/oz achieved for the
quarter was offset by the strength of South African currency, with
the average gross ZAR PGM (4E) basket price settling at ZAR7,003/oz
for the quarter. The average exchange rate for the period was
ZAR7.78:US$1.00 (Q2: ZAR8.44:US$1.00), representing an 8%
strengthening quarter on quarter. Revenues from precious metals
were CAD$ 24.1 million (ZAR179.1 million) for the quarter,
increasing on the back of higher dollar prices and increased
production. Base metal revenues (Ni and Cu) contributed CAD$3.7
million (ZAR27.4 million), bringing total metal revenues for the
quarter to CAD$27.8 million (ZAR206.5 million). Capital expenditure
Bokoni Mines remains in a high capital expenditure growth phase, as
its production rates are being increased by 100% over the next
three years through the ramp up of the new Brakfontein Merensky
mine. Capital expenditure for the quarter was CAD$10.4 million
(ZAR77.3 million), consisting of 23% sustaining capital and 77%
project capital. Major project capital expenditures for the period
relate directly to the Brakfontein mine build-up. The Brakfontein
mine decline shaft system continues to be developed and the mine
currently produces at a rate of 11 000 tonnes per month ("tpm"),
building up towards its planned steady state production of 120 000
tpm by 2014. During the quarter, a thorough review of planned
capital expenditures was undertaken. Budgeted capital expenditures
were reduced without compromising the planned production build-up.
Capital expenditure guidance going forward is as follows:
-------------------------------------------------------------------------
2010 2011 2012 Total
-------------------------------------------------------------------------
ZAR252 million ZAR282 million ZAR312 million ZAR846 million
-------------------------------------------------------------------------
CAD$ 35.8 million CAD$40.1 million CAD$44.4 million CAD$120.3
million
-------------------------------------------------------------------------
* Expressed in real 2009 money terms and using a CAD$1:ZAR7.03
exchange rate Profitability As a result of the implementation of
successful cost reduction initiatives and increased production, the
operating loss margin at Bokoni reduced to 24% (as compared to an
operating loss margin of 31% for the first half of the year). The
Bokoni Mines had an operating loss of CAD$6.8 million (ZAR 50.5
million) for the quarter. The Company looks forward to achieving
improved margins from the operations through the continued
implementation of cost savings and production generating
initiatives which commenced during the quarter. The Company
continued to incur losses during its high capital intensive growth
phase. This resulted in a basic and diluted loss of CAD$0.08 per
share for the quarter. Cash and Facilities The Company held cash on
hand at the end of the period of CAD$29 million (ZAR 208.8 million)
and has access to medium term debt facilities of approximately
CAD$127.6 million (ZAR897 million) in order to finance its share of
the three-year high growth plan at Bokoni Mines. Anooraq has access
to a CAD$111 million (ZAR778 million) operating cashflow shortfall
facility (OCSF) from Anglo Platinum Limited, to fund its 51% pro
rata share of any operating expenditure and capital expenditure
shortfall funding required at Bokoni Mines for a period of three
years during the mine's rapid ramp-up phase. The draw down on the
OCSF for the quarter was CAD$15 million (ZAR112 million),
comprising a CAD$8.6 million (ZAR64 million) initial draw down on
takeover to part fund historical cash shortfalls at Bokoni Mines
prior to Anooraq assuming management control and an average monthly
draw down for August and September of CAD$3.2 million (ZAR24
million) to fund its 51% share of operating and capital cash
shortfalls at Bokoni Mines, including its CAD$5.8 million (ZAR43
million) pro rata share of project capital expansion at the new
Brakfontein mine. The Bokoni Mines four year growth plan to 160,000
tpm steady state production or 270,000 PGM (4E) ounces per annum
remains fully funded without further recourse to capital markets.
Teleconference call details Philip Kotze, President & CEO of
Anooraq Resources, will host a conference call to discuss the
company's operational and financial results for the quarter ended
September 30, 2009 at 09:00 Eastern Standard Time ("EST") (16:00
Central African Time (CAT)) on Tuesday, November 17, 2009. The dial
in details for the call are listed below. A webcast of the call
will be available on the Company's website at
http://www.anooraqresources.com/. A playback will be available for
three days after the call. The presentation to be used during the
call will be available for downloading at 07:00 EST (14:00 (CAT))
on Tuesday, November 17, 2009. Conference call Johannesburg, South
Africa 16:00 (local time) Toll 011 535 3600 Toll-free 0800 200 648
London, United Kingdom 14:00 (local time) Toll-free 0800 917 7042
New York, United States 09:00 (local time) Toll 1 412 858 4600
Toll-free 1 800 860 2442 Toronto, Canada 09:00 (local time)
Toll-free 1 866 605 3852 Playback facility SA & Other Code 2159
followed Toll +27 11 305 2030 by the # sign United Kingdom Code
2159 followed Toll-free 0808 234 6771 by the # sign United States
& Canada Code 2159 followed Toll +1 412 317 0088 by the # sign
For further information, please contact: For and on behalf of the
Board Philip Kotze, President and Chief Iemrahn Hassen: Executive
Officer Chief Financial Officer The TSX Venture Exchange does not
accept responsibility for the adequacy or accuracy of this release.
The American Stock Exchange has neither approved nor disapproved
the contents of this press release. Cautionary and Forward Looking
Information This release includes certain statements that may be
deemed "forward looking statements". All statements in this
release, other than statements of historical facts, that address
potential acquisitions, future production, reserve potential,
exploration drilling, exploitation activities and events or
developments that Anooraq expects are forward looking statements.
Anooraq believes that such forward looking statements are based on
reasonable assumptions, including assumptions that Bokoni (formerly
Lebowa) Mines will continue to achieve production levels similar to
previous years; the planned Bokoni expansions will be completed and
successful. Forward looking statements however, are not guarantees
of future performance and actual results or developments may differ
materially from those in forward looking statements. Factors that
could cause actual results to differ materially from those in
forward looking statements include market prices, exploitation and
exploration successes, changes in and the effect of government
policies with respect to mining and natural resource exploration
and exploitation and continued availability of capital and
financing, and general economic, market or business conditions.
Investors are cautioned that any such statements are not guarantees
of future performance and those actual results or developments may
differ materially from those projected in the forward looking
statements. For further information on Anooraq, investors should
review the Company's annual information form filed on
http://www.sedar.com/ or its form 20-F with the United States
Securities and Exchange Commission and its other home jurisdiction
filings that are available at http://www.sedar.com/. (1) PGM (4E)
means platinum, palladium, rhodium and gold (2) Vamping is a mining
operation for the removal of previously broken tonnage left
underground during mining operations DATASOURCE: Anooraq Resources
Corporation CONTACT: on Anooraq and its South African properties,
please visit our website http://www.anooraqresources.com/ or call
investor services in South Africa at +27 11 883 0831 or in North
America at 1-800-667-2114
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