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Besuchen Sie uns:

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insideISSue 01/2012 ConneCtIng opportunIty and you.

CONTENT:

edItorIal:

ThE BENEfIT Of BEINg ThE Early BIrdSven olsson about Zimtu´s strategy and targets as a first round investor.

...more on page 1 and 3

IntervIew:

ryaN flETChEr aBOUT graphITE applICaTIONs ExpaNdINgnew battery technologies change the dynamics of the graphite market. this provides a great opportunity for investors.

...more on page 4

gueSt artICle:

passIONaTE aBOUT ExplOrINg IN TUrkEypasinex resources Ceo Steve williams explains why investors should have a close look at opportunities in turkey now.

...more on page 6

ZImtu update:

sharEs frOM MOsT rECENT graphITE TraNsaCTIONsIn the last six months Zimtu has succesfully completed four graphite transactions.

...more on page 8

Every resource investor dreams about being part of a success story from the very be-ginning - from 5 cents to 5 dollars. The problem is private investors rarely have the opportunity to get involved at such an early stage. Early investments are part of Zimtu‘s business model; we invest exclusively in first-round financings or in similar special situations. That‘s how we ensure that all Zimtu shareholders have this access at the same time.

by Sven Olsson

any investors regard the stock market as a casino. they follow performance charts and news and try their luck according to the

maxim „Buy low, sell high“. we should be happy they do so, since that‘s what creates liquidity in the market. However; a lot of traders lose sight of the fact that the stock market was originally established to make high-risk ventures possible by using the combined financial strength of many.

resource companies are classic candidates for equity financings through the stock market, in that the capital needs of mineral exploration companies typically exceed the financial strength of individu-als to find and develop economic deposits. Forming new resource companies, as Zimtu does, involves courage, experience and the confidence of the market.

Zimtu‘s portfolio includes compa-nies at different stages - from grassroots to development. the most advanced com-panies are also the most well-known Zim-tu creations: Commerce resources Corp. (tSX.v: CCe) and western potash Corp. (tSX: wpX).

CCe has released a positive preli-minary economic assessment (pea) for its Blue river tantalum and niobium project and expects to publish a preliminary eco-nomic assessment for its eldor rare earth project in Quebec this spring. Commerce resources initially shared common manage-ment with Zimtu (Ipo in 2001) and the ori-ginal CCe shareholder list was created from a share distribution to Zimtu shareholders.

wpX expects to present its feasibili-ty study for a potash mine in Saskatchewan by the end of this year. the capital expen-diture for this solution mine is estimated at $3 billion - and yet the company was star-ted from scratch in 2007.

when Zimtu wrote the first check, the capital markets were ready for potash explorers. the management of Zimtu, along with a top team of geologists was standing by and, by stroke of good fortune, a pro-spector presented a property in manitoba and the property was acquired. there was no more information than that.; Zimtu hel-ped to finance the initial seed round, and the risk paid off.

...more on page 3

ThE BENEfIT Of BEINg ThE Early BIrdZImtu´S Strategy aS a FIrSt round InveStor

Dave Hodge (l.), CEO of Zimtu, is known for taking the bull by the horns. The 600 pound bronze bull

sponsored by Zimtu Capital and the organizers was the main attraction at the Cambridge House Conference in

Vancouver. Many photos on Facebook prove: The bull has what it takes to be a recognizable trademark.

m

lET ThE BUll rUN!

visit us:

www.ZIMTU.com

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Sven OlssonDirector of Zimtu Capital Corp.

IMprINT:

pUBlIshEr:Zimtu Capital Corp.Suite 1450 - 789 west pender St.vancouver, BCv6C 1H2Canada

tel: +1 604 681 1568Fax: +1 604 681 8240

EdITOr:Sven olsson

TraNslaTION: tamara Faust

gUEsT arTIClE:Steve williams, Ceo of pasinex resources ltd.

layOUT & dEsIgN:Kerstin Schickendanz & Jarret Kusick

dIsClaIMEr:

the views expressed here in this newsletter contain information derived from publicly available sources and have not been independently verified.no representation or warranty is made as to the accuracy, completeness or reliability of the information.

any forward looking information in this newsletter has been prepared on the basis of a number of assumptions which may prove to be incorrect. this newsletter should not be relied upon as a recommendation or forecast by Zimtu Capital Corp. or any other company mentioned in this newsletter.

nothing in this newsletter should be constructed as either an offer to sell or a solicitation of an offer to buy or sell shares in any jurisdiction.

EVENT daTEs:Here you can find all events where you can meet us.

march 4th - 7th, 2012

pdaC TOrONTOmetro toronto ConventIon

Centre - SoutH BuIldIng / Canada

march 30th & 31st, 2012

Calgary ENErgy & rEsOUrCE INVEsTMENTCONfErENCECalgary teluS ConventIon

Centre maCleod Hall / Canada

april 27th - 29th, 2012

INVEsT sTUTTgarT 2012meSSe Stuttgart - entranCe

eaSt/ germany

June 3rd & 4th, 2012

WOrld rEsOUrCE INVEsTMENT CONfErENCE vanCouver ConventIon Centre /

Canada

november 2nd & 3rd, 2012

EdElMETallMEssE MüNChENolympIa parK - event arena /

germany

eads up!

you are holding the first edition of Zimtu-Inside in your hands. we

have decided that since this is our third year as a publicly-traded investment com-pany it is time for this newsletter.

Zimtu is growing rapidly. this news-letter, which will be released regularly, is designed to improve the communication with our investors and enable them to un-derstand the intricacies of our business model. we want to demonstrate the broad spectrum of our investments and substanti-ate, with background reports or interviews, why we pick up on certain trends or why we choose to invest in specific companies. we will address the most significant develop-ments for our respective investments in the final section of every issue - a service for our readers and the companies we invested in.

the year 2012 is a special year for Zimtu. we have proven our business model in the three years since our listing and have matured. From the management‘s perspec-tive, I would like to say that we are in a stronger position than ever before. Zimtu has used 2011, a weak year in the stock markets, to sow the seeds by investing in a number of new companies that we want to start harvesting in 2012. the market, of course, has to play its part as well.

even if the markets only provide a merely tolerable environment, several Zim-tu investments will be seeking a public lis-ting this year. Some of the most prospective candidates are discovery Harbour resour-ces, Jack‘s Fork, Camisha resources and pacific polar. we are proud to support the

outstanding management in each of those companies. to use an analogy, in the early stages we feel that we should bet on the jo-ckey rather than the horse. we know that a good management team will be able to find the winning horse. these entrepreneurs jus-tifiably expect more than money from Zim-tu, and we have historically provided this; we secure success with our broad contacts to investors and our marketing in the capi-tal markets. the plan is for us to cross the finish line together.

with our investments in emerging graphite exploration companies, we are be-ginning to see the seeds we have planted germinate. we realized about 12 months ago that graphite is more than a commodity of the so called „old economy“ but that it has to be re-evaluated due to its new appli-cations, in particular as cathode material in lithium ion batteries. So we employed our network of geological experts to find the best graphite properties worldwide. Since then we have sold four of these projects to emerging public companies and to date have received more than 4 million shares as compensation.

Should the broad investment com-munity, as we anticipate, discover the gra-phite sector this year, Zimtu will be able to benefit significantly. we are looking forward to 2012 being an exciting year.

So here’s our first issue and we hope you will enjoy reading it.

Sven OlssonDirector of Zimtu Capital Corp.

Commentary

Hdear readerS,

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edItorIal ContInued

today, wpX‘s market cap is more than $200 million and its shares trade at $1.35. the company represents 20% of the value of Zimtu‘s investment portfolio.

Zimtu can afford to structure its portfolio differently than a fund manager, which constitutes a big advantage. we stay invested if we are confident that the compa-ny has a chance of success. a fund mana-ger could hardly afford this luxury given the protests he would receive from his compli-ance department.

there is something else investors should know, Zimtu has only 10 million shares issued and outstanding. therefore, our investments have huge leverage per Zimtu share.

the stock performance chart of successful exploration companies tends to follow a similar pattern - a sharp increase in the discovery stage, flattening in the development stage and finally another in-crease after the production decision. Zimtu shareholders are familiar with this chart from our presentation. However; we have expanded the known diagram with a triangle in the pre-Ipo stage (see chart below). Finally, and most importantly, the pre-Ipo stage is usually closed to most private investors; this is unfortunate since the performance is never better than at the transitional stage from a private to a public company and it is at this stage that Zimtu exposes its shareholders to this upside.

a phenomenon takes place at the transition from pre-Ipo to public listing - value creation. Zimtu uses this effect in two different ways: firstly, through direct invest-ment in private com-panies and secondly, through our transac-tional business.

In the last 12 months, Zimtu has

specifically built a portfolio of investments in the graphite space, not by purchasing shares but by successfully arranging the transactions of prospective graphite pro-

jects. we have realized at an early stage that the development of current battery technologies, namely the lithium ion batte-ry, will decisively change the fundamentals of the graphite market.

this is just another example of the management of Zimtu seeing and seizing an opportunity; a commodity with a growing demand that is not well represented by the mineral exploration sector - this spells op-portunity for Zimtu and its shareholders.

In order to meet the future demand for graphite to be used in cathodes, dozens of new mines would have to be developed, particularly outside of China. therefore, we have instructed our geological partners to specifically look worldwide for the best gra-phite projects and subsequently sold the-se projects to emerging public companies. Being highly profitable for Zimtu, transac-tions are an important part of our business model. Before being staked and explored, a resource property is generally not very valu-able. only when such a project is put into a public company with the ability to fund exploration does its value increase. then there is the potential for the discovery of a deposit and the development of a mine.

entrepreneurs and founders of re-source companies like to work with us be-cause they know that Zimtu is a patient investor and has more to offer than just money. we try to support our investments in many aspects. we make our network of investors available and create opportunities to increase the visibility of the companies. last fall, eight of our companies participa-ted in a roadshow in europe. the trip was a great success, attracting institutional and retail investors already familiar with the Zimtu brand. this opened many doors for our investment companies. •

All participants presenting themselves in Zurich in front of the Zimtu Tour Bus during the Zimtu Roadshow 2011.

„As soon as we believe we have a jackpot, we can stay

invested unlike a funds manger, who is accountable

to his compliance department.“

Sven olsson director of Zimtu Capital Corp.

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IntervIew

graphite, once the stuff of pencil lead, fi-gures prominently in post-paper-age consu-mer electronics, and escalating spot prices reflect its critical role in electric vehicle manufacturing. In this exclusive interview with the Critical metals report, Zimtu Capital director ryan Fletcher explains the fundamentals underpinning the graphite market. It adds up to ample opportunities for investors.

published on January 24th, 2012

by Sally Lowder (The Critical Metals Report)

The Critical Metals report: ryan, as some-one who knows the graphite business, what would you recommend to investors?Ryan Fletcher: The space should be on investors radars. Demand for graphite is increasing quite rapidly. Not only are historic uses growing, but new applications are adding demand. A number of profes-sional investors, analysts and researchers have studied the fundamentals, and they see the potential. But it‘s not yet front and centre on the investment community‘s radar. It should be.

TCMr: In terms of graphite‘s historic uses, it‘s used in tennis rackets, golf clubs, and is important to the steel industry. What are some of graphite’s properties and historic applications?RF: Graphite is an excellent conductor of heat and electricity and is corrosion and heat resistant. It‘s a strong substance. It‘s light. All of those qualities make it valuab-le. It‘s used in the steel industry. The auto-motive industry is also a major consumer. Because of its heat resistance, it‘s also used in crucible liners and so forth. Those are big applications.

TCMr: Would you say that demand in these historic markets is increasing?RF: Absolutely. The historic markets are still growing and you can‘t forget about them. The demand from these markets is increasing say at a rate of 3-5% per year, based largely on global economic growth fueled by Asia, India, Russia and Brazil. But now we are seeing graphite‘s appli-cation in lithium-ion batteries, fuel cells and nuclear technology, and in plastics and composite frames that find their way into products such as the Boeing Co.‘s (NYSE:BA) new Dreamliner as well as wind mills. These applications will add a big, incremental demand push to the market. This is all new demand.

TCMr: how does graphite figure into ener-gy storage applications?RF: The most important applications in energy storage are lithium-ion batteries and fuel cells. A lithium-ion battery needs 20 to 30 times more graphite by weight than lithium. Based on that, the number of end user transactions, the amount of capital and the level of interest in the graphite space should be about 20 to 30 times more than in the lithium space, but graphite has been flying under the radar.

TCMr: Maybe that‘s partly because the lithium-ion battery isn‘t called the graphi-te-lithium-ion battery.RF: True. These batteries have two parts, the cathode and the anode. Lithium is the cathode. The anode is graphite. It‘s become clear that these batteries will po-wer not only electric vehicles but also our tools, our phones, our laptops, our electro-nics, our toys. They all use these batteries, and that‘s going to be a big demand driver.

TgMr: how about in fuel cells?RF: In the same way, graphite is used in plating and is an important component of a fuel cell. A lot of the same things I said about lithium-ion batteries also apply to vanadium redox batteries. Vanadium‘s been getting a lot of attention. It takes a lot of graphite to produce these batteries as well.

TCMr: are the batteries used in vehicles such the Chevy Volt, Nissan leaf and Tesla roadster lithium-ion-graphite batteries?RF: Yes. (...) The Leaf, the new hatch-back version of the Volt, and the Tesla are now all based on the lithium-ion-graphite battery.I‘ve been speaking with a lot of experi-enced people in this space, people who closely follow battery technology, such as Byron Capital, which has done a lot of good work in this space. Battery technology goes through phases and a certain tech-nology typically can reign for some 10–20 years. It appears that the mass adoption of lithium-ion batteries has just started to take shape and will dominate for a long time. Graphite is so critical for that.

TCMr: Those changes in automotive tech-nologies seem to moving faster than ever before. Consumers want the most current technology, whether it‘s a cell phone, a laptop or a vehicle, and it‘s exciting to watch demand pushing these new techno-logies into manufacturing.

RF: Yes. The natural graphite market is about 1.2 million tons per year (Mtpa) right now. Broadly speaking, that market consists of two different forms of graphite. The historic applications primarily use the amorphous graphite, whereas some of these emerging technologies and appli-cations use flake graphite. About 40% of that 1.2Mt market is flake and 60% amorphous, so the flake graphite market is just over 400,000 tons per year. Some of the players in the industry anticipate that just one application alone, the lithium-ion battery, could use well over 1.6 Mt of flake graphite per year by 2020, which is more than threefold the entire current market. Even if the market doubles, that‘s 800,000 tons of graphite per year by 2020. A large-scale producer puts out only about 20,000 to 40,000 tons per year, which means a lot of new mines and a lot of opportunity.

prOfIlE:

Ryan Fletcher is a director of Zimtu Capital Corp., a Vancouver-headquartered public investment company that creates, invests in and grows resource companies. Fletcher has been responsible for identifying and sourcing projects, structuring companies and invest-ments, marketing group companies and business development. He is a graduate of the University of British Columbia Okanagan with a Bache-lor of Arts in economics. Before joining Zimtu in 2009, Fletcher worked as a consultant for publicly listed mineral exploration and deve-lopment companies and a boutique private investment firm focused on the mineral exploration sector.

ryaN flETChEr: graphITE applICaTIONs ExpaNdINg„tHe demand For grapHIte InCreaSeS aBout 3-5% per year“

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TCMr: and is it China that dominates this market?RF: Yes. China controls 70% of the current graphite supply. Over the last 10 years, China has become dominant in a number of commodities, based on blessings of geology and other circumstances. Behind China on the supply side is India, Canada and Brazil. Over the last couple of years, China has imposed value-added taxes, export taxes and licenses. (...)

TCMr: Where can we expect to find new sources of graphite? Where is it most abun-dant, and in what types of geology?RF: You have to look to geological ter-rains with metamorphic activity. Canada, particularly Ontario and Québec, has some great terrain, as do Brazil and India. Be-cause graphite prices have been kept low over the past decade or so, there had been almost zero incentive to explore for, fund or develop new graphite projects. That‘s all changing right now, prices have increased three fold in the last few years. I think the best graphite deposits have yet to be found. There‘s potential for new discove-ries in many jurisdictions.(...) There‘s also a premium for deposits outside of China, which will be more valu-able to end users from Japan, Korea, Euro-pe, and the U.S. —all major consumers.

TCMr: so for investors who want to parti-cipate in the upswing of demand and the compelling future for graphite, who are some players worth investigating?RF: The two most well known public com-panies, both of which have projects in Ca-nada, are Focus Metals Inc. (FMS:TSX.V) and Northern Graphite Corp. (NGC:TSX; NGPHG:OTCQX). Great teams are leading these companies.

Focus acquired the Lac Knife Graphite Project from a subsidiary of IAMGOLD Corp. (IMG:TSX; IAG:NYSE). This was a known deposit located in northern Québec, with feasibility work completed prior to NI 43-101. The project was discovered in the 1980s and at one point was being evaluated through a joint venture between Graftech Inc. and Ballard Power Systems Inc. (BLDP:NASDAQ), which designs and manufactures clean energy hydrogen fuel cells. Focus has now come out with a 43-101 resource that shows an attractive grade—about 16%. (...)

TCMr: What about Northern graphite?RF: Northern Graphite, which just went pu-blic in April 2011, holds a 100% interest in Bissett Creek, a graphite project located close to infrastructure in southern Ontario. The interesting thing about the Bissett Creek deposit is that a large proportion of it is large- or jumbo-flake graphite—the stuff that gets end-users and the battery manufacturers excited. (...)

TCMr: do you expect Northern graphite to develop end-user agreements?RF: Sure. It‘s important for everyone looking at this space to remember that gra-phite isn‘t like gold or copper or oil—com-

modities that you produce and sell into a big global market at the market price. With minor and industrial commodities, such as graphite, the explorers, developers, and producers work with end-users. (...)I can assure you that the end-users from Korea and Japan will be eager for these types of partnerships (...). They‘re all dependent on China right now.

TCMr: are there any other names in this space? RF: As I mentioned, I figured the best gra-phite deposits haven‘t been found yet. The disincentive of low prices meant that not much money has been raised nor dollars spent looking for graphite. That‘s starting to change. One company that I quite like is Orocan Resources Corp. (OR:TSX.V), which has acquired a portfolio of pro-jects in Ontario and Québec. But more importantly, the company added Antoine Fournier to the team. A geologist, he was part of the field team that discovered the project that Focus is advancing, Lac Knife. (...) Also, early this month, Lomiko Metals Inc. (LMR:TSX.V) acquired 100% interest in the Quatre Milles Graphite Property in southwest Québec, a project that Graphi-cor Resources explored in the late 1980s. And in Saskatchewan, Strike Gold Corp. (SRK:TSX.V) is moving forward on a pro-ject where Superior Graphite had done dril-ling and geological and metallurgical work 20 years ago. These assets—(...) which had to halt when China took its grip on the market —are being snapped up right now, the market has changed and they are attractive again. (...)

TCMr: It looks as if the graphite space is developing some traction (...). It‘s been called one of the „quintessential wonder materials.“RF: I agree. It‘s very early, but with all the factors we discussed at play, I see a lot of opportunity for the investment community.

TCMr: Thank you so much, ryan.

to read the complete interview, please visit: http://www.theaureport.com/pub/na/12354

IntervIew ContInued

Why graphITE?graphite is an excellent conductor of heat and electricity and has the highest natural strength and stiffness of any material. there-fore, it is often used in thermochemistry. additionally, graphite has the lightest weight of all reinforcements. Industrial demand for graphite has been growing due to the ongoing industrialization of emerging eco-nomies. However; the incremental demand will eventually be created by a number of green initiatives including li-ion batteries, fuel cells, solar energy, semi conductors, and nuclear energy. many of these applications have the potential to consume more graphite that all current uses combined. li-ion bat-teries are smaller, lighter and more power-ful than traditional batteries. as a result, most portable consumer devices use li-ion batteries. additionally, li-ion batteries are

now being used in electric vehicles. while this has created a great deal of excitement, the investment community is only now beginning to focus on other materials used in li-ion batteries and by weight, graphite is the second largest component. In fact, there is more than 20 times more graphite than lithium, in a lithium ion battery. graphite is in a much stronger position than lithium carbonate as it is the anode material of choice for most battery designs. only flake graphite which can be upgraded to 99.9% purity can be used in li-ion batteries. the process is expensive and wastes 70% of the feedstock flake graphite. as a result, spherical graphite currently sells for between $4-6,000/tonne or twice the price of high quality flake graphite. (SourCe).

Quelle: Wikipedia & Chris Berry

Graphite exposed in the Mineralogical Museum, Bonn, Germany Source: Ra‘ike Wikipedia.org

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Guest ArtiCle

Pasinex Resources is a new force in junior mining and exploration companies, with a special focus on exploration in Turkey. Pasi-nex Resources Limited has recently gone public with a reverse takeover of a CNSX lis-ted vehicle called Triple Dragon Resources. The takeover put in place a new manage-ment team and a new focus, with the focus being base and precious metal exploration and mining in Turkey.

by Steve Williams

he new management team of Steve williams, Clinton Smyth and Baris yildirim all have their roots in mi-ning, with technical knowledge and

experience of about 80 years total relevant industry experience between the three of them. Complementing, this technical team is the Zimtu Capital Corp team that brings to pasinex the business management know-how particularly in market, legal and reporting areas. together, this makes for a very strong team for execution of the pasi-nex business strategy.

pasinex resources is focusing on base and precious metal opportunities in turkey. why has pasinex chosen this stra-tegic focus? the answer to this is that there Is a unique ‚moment in time‘ opportunity that is presented for mining and exploration in turkey.

turkey is a stable secular democracy with the roots of the current republic going back to (much revered) president ataturk in the 1930’s. turkey has adopted a pro-business approach and, having had a long history of mining (going back to ancient ci-vilizations), it is also a country that wants to see responsible mine development. also turkey has a wealth of talented professio-nals to meet business needs.

turkey has been growing fast, with recent gdp growth being around 9% per annum. a tour of Istanbul or ankara, will show how much high-rise development is going on in these cities. the government is very focused on infrastructure in the coun-try to support business growth, spending billions of dollars on new road and transpor-tation systems.

turkey has great geology being on the border of a number of important tecto-nic plates. turkey has well known deposits of chrome, borax, gold and base metals. the country has seen, in the last 10 years, a development of a number of new gold mi-nes such as ovacik and Kislidag. Some of

the key companies now active in turkey in-clude teck resources, Inmet mining, eldo-rado gold and Koza gold. However, turkey is still relatively under explored, particular-ly with modern exploration methodologies. why is this?

the unique moment in time is about the recent changes in mining regulations in turkey. For a long time, mining claims could be held with very little exploration being carried out on that property. this permitted “speculation” with these mining properties. last year, the government chan-ged the regulations with expectation that the title holders commit to exploration on their title or, if not, they would lose their title. the net effect of this change in this regulation is to make a lot of property now, or in the immediate future, available for other parties either through staking, auc-tions or private deals. the government has commenced a process of license auctions. an auction currently running (from January to may 2012) has 1700 property licenses available for general bidding.

pasinex resources is very focused on these opportunities. pasinex has set up an office in ankara and has started networ-king in turkey to let people know that we are now in the market and looking for the right type of opportunities. Since october 2011 the company has started systemati-cally reviewing many mining exploration titles and is in ongoing negotiations with property owners to acquire a number of pro-perties of particular interest. the pasinex focus at the moment is on property acquisi-tion and building our network in turkey. It is expected that by the second half of 2012, pasinex will start to focus on early explorati-on of some of the properties that should be in our portfolio by then.

So, pasinex resources represents a great opportunity for investors to participa-te in the still relatively underexplored base and precious metal opportunities in turkey. pasinex has a technical based management team, has identified underexplored opportu-nities in turkey and has a plan to aggressi-vely go after these targets. •For further information please contact the author at steve.williams@pasinex.com

Steve WilliamsPresident and CEOPasinex Resources Limited

„WE arE passIONaTE aBOUT ExplOraTION IN TUrkEy“paSIneX reSourCeS ltd. SeeS great opportunIty In tHe undereXplored Country

prOfIlE:

Steve Williams is the President and CEO of Pasinex Resources Limited. Mr. Williams graduated with a Ba-chelor of Applied Science (Extrac-tive Metallurgy) from the Western Australian School of Mines and an MBA from Tulane University. He has worked in the mining industry since 1976 in milling operations in Australia and Canada. He worked 20 years with SGS Lakefield Research in Canada and Chile in both metallurgical project manage-ment and business management, finally becoming Managing Director for SGS Canada, a company with about 1300 employees in Canada. Steve has authored many technical papers and in 2004 he became a CIM Distinguished Lecturer and in 2008 a CIM Fellow, for his work in geometallurgy.

MaIN OffICE:

1450 – 789 west pender StreetvancouverBC, v6C 1H2tel: +1 604 681 1568fax: +1 604 681 8240

t

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Press Monitor

rEsOUrCE ClIps: In wItH ZIJIn Chinese giant Backs equitas BC Copper-gold project

published on January 3rd, 2012

by Greg Klein

“Climb the mountain”—for equitas resour-ces (tSXv:eQt) the challenge is both me-taphorical and literal. while his drill crew thinks nothing of a late autumn hike up a northern BC mountainside, president and director Jay roberge is more likely to sca-le figurative obstacles in the boardrooms of Hong Kong. as a result, the company’s day Copper-gold porphyry project now has the backing of Zijin mining group, China’s big-gest gold producer.

among his company’s other advan-tages, roberge includes its relationship with shareholder Zimtu Capital (tSXv:ZC). “we work out of Zimtu’s office and share back-end resources with a number of other companies. So there’s a lot of expertise we can rely on to cut down on costs.” although the day project is very much early stage, roberge sees an extremely busy 2012 on a number of fronts. Fundamental research will release its initial report on equitas. ro-berge plans to spend more time in Hong Kong and wants to recruit additional ba-ckers. “Quite frankly, the asian market un-derstands the value of our partnership with Zijin better than the market here,” he says.

with more capital, roberge hopes to acquire more projects—and to do so quickly. which is very optimistic indeed, especially given a very modest market cap of $4.9 million. that hardly deters rober-ge. “people are going to realize Zijin mining had good reason to invest in a little junior on the tSX venture.“this is an abstract, visit this url for full article: http://resourceclips.com/2012/01/03/in-with-zijin/

MOrNINgNOTEs: tHe Future IS BrIgHt For StrategIC me-talS

published on January19th, 2012

by Chris Berry, MBA

China plans to own next-generation indus-tries through a strategy of vertical integra-

tion and forward development of numerous supply chains. product innovation using strategic metals leads to development of advanced intellectual property which ulti-mately leads to supply chain and job crea-tion, one of the sustaining elements of the middle Class.

For this reason alone, investors must have a clear view the supply, demand and uses of strategic and critical metals. despi-te the uncertain near-term outlook for glo-bal industrial growth, we are believers that innovation will drive increased productivity and demand for critical and strategic me-tals. In particular, we maintain a favorable outlook for lithium, graphite, uranium, and manganese. we don‘t invest with a three-month horizon, firmly believing that these metals will be in demand for decades to come based on the world‘s needs to elec-trify and provide cheap reliable and afforda-ble electricity.

despite the rather muted reception electric vehicles have received, batteries of all shapes and sizes promise to be a lar-ge part of the next generation technologies spurred on by innovation. late last year, the largest manufacturing facility in the world for lithium-ion batteries was opened in rus-sia – a joint venture called liotech - bet-ween a russian and a Chinese firm.

the goal of producing a lower-priced lithium-ion battery is the Holy grail and can make vehicle electrification, currently unaf-fordable to the majority of the population, a reality.

graphite plays a critical role in the manufacture of lithium-ion batteries. It is used in the anode and its strength and abi-lity to conduct electricity make it ideal as a battery component. However, only the large flake high purity graphite can be used in batteries, which appears to be a potential chokepoint for supply in the near future. only 40% of the graphite produced globally is of the large flake high purity type.

Synthetic graphite is also used in batteries (produced from petroleum coke) but it‘s currently much more expensive to manufacture than the mining and refining of large flake high purity graphite. there-fore deposits outside of China which have potential to produce large flake, high purity graphite with simple metallurgy are an area of our discovery focus going forward.

we are not aware of any current gra-phite mining in the united States and only minimal graphite production in Canada, although that may change in the near fu-ture as a crop of promising juniors explorers such as northern graphite, Focus metals and orocan advance to production.

with the hundreds of billions of dol-lars globally pouring into research and de-

velopment in the battery business alone, we think focus on the strategic and critical me-tals sector in 2012 and beyond will be an exciting area of discovery to say the least. the surprises in the future will on balance be beneficial to the discovery Investor and inventor alike. this is an abstract, visit this url for full article: http://www.discoveryinvesting.com/uploads/mns_thursday_January_19_2012.pdf

rEsOUrCE INVEsTOr: dodd-FranK, auStralIan CutS tHreaten tantalumInvesting in african mining Indaba 2012 online review

published on February 10th, 2012

by Philip Burgert

markets for tantalum metals used prima-rily in electronics could face short sup-plies by as early as 2014 in part because of reduced australian primary production and impending restrictions from the uS dodd-Frank wall Street reform law aimed at curbing trade of illegal and artisanal produced minerals from the democratic republic of Congo that are the source of the metal.“Consequently the establishment of new tantalum sources outside the drC we believe is imperative,” lara Smith, ma-naging director of Johannesburg-based Core Consultants told the Investing in africa mi-ning Indaba conference here this week.

the dodd-Frank law enacted in July 2010 requires that companies who consu-me minerals from conflict zones, in parti-cular tantalum, tin, tungsten and gold from the drC, have to now show provenance of these minerals and demonstrate that they are not conflict or “blood” minerals. under the act companies are expected to be gran-ted a grace period of 12 months to either demonstrate provenance or find alternative supply sources, Smith said. “this means that full implementation of this legislation will most likely not come into effect before the end of 2013,” she said. “Subsequently cheaper coltan from the drC and rwanda may continue to fill the supply gap and sta-bilize prices.”this is an abstract, visit this url for full article: http://www.resourceinvestor.com/2012/02/10/dodd-frank-australian-cuts-threaten-tantalum

inside

- 8 - www.ZIMTU.com

Zimtu NewS

ZIMTU UpdaTEtSX.v: ZC . FSe: ZCt1 . wKn: a0rdr9 shOrT faCTs:

Shares outstanding: ~10 mio.

Shares Fully diluted: 11.4 mio.

52 week High: 2,28 Cad

52 week low: 0,50 Cad

market Cap.: ~11.1 mio. Cad

Cash & Securities: ~13.0 mio. Cad

pOrTfOlIO aNalysIs:top 5 positions: 58.15%

western potash (tSX: wpX) 19,26%

triple dragon (CnSX: tdn) 19,18%

Commerce res. (tSX.v: CCe) 9,57%

Quantum rare (tSX.v: Qre) 5,62%

equitas res. (tSX.v: eQt) 4,52%

market value of top 5: ~8.5 mio. Cad

total positions: 58*as of Febuary 20th, 2012

sTrIkE graphITE COrp.tSX.v: SrKproperty sold: deep Bay & Simon lake, SaskatchewanShares earned: 1,500,000Cash component: staged 162.500 Cadtime frame: 4 months nSr: 3%

sEpTEMBEr 01, 2011

Strike gold Corp. is pleased to announce that it has signed an agreement to acquire a 100% interest in the deep Bay east and Simon lake graphite pro-perties both located in northern Saskatchewan.

ZIMTU´s laTEsT TraNsaCTIONs IN ThE graphITE spaCE

sTaNdard graphITE COrp.tSX.v: SgHproperty sold: Black donald & little Byron, ontarioShares earned: 1,000,000Cash component: 12,500 Cadtime frame: 24 months nSr: 2%

NOVEMBEr 21, 2011

orocan resource Corp. (Since dec. 2011 Standard graphite) is pleased to announce it has signed a Binding agreement to acquire a 100% interest in three graphite properties in ontario, Canada inclu-ding the Black donald and little Bryan properties.

sTrIkE graphITE COrp.tSX.v: SrKproperty sold: wagon, QuébecShares earned: 1,000,000Cash component: staged 375.000 Cad time frame: until 12months after tSX approvalnSr: 3%

fEBrUary 14, 2012

Strike graphite Corp. (tSXv: SrK) (the “Compa-ny” or “Strike”) is pleased to announce that it has signed an agreement to acquire a 100-per-cent interest in the wagon graphite property located in southwestern Quebec.

lOMIkO METals INC. tSX.v: lmrproperty sold: Quatre miles, QuébecShares earned: 2,000,000Cash component: 25.000 Cadtime frame: 24 months nSr: 2%

JaNUary 05, 2012

lomiko metals Inc. is pleased to announce that it has signed an agreement to acquire a 100-per-cent interest in the Quatre milles graphite property located in southwestern Quebec.