Monday, January 23, 2017 10:22:09 AM
Hey myopinion have you seen JDs_Rockin_NAK_DD
a lot of us have been making some good coin on this one.
Da Monster got three eyes today. Lol
Thanks, Take care
xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
JDs Rockin DD NAK
NAK DD storage
CQS/GYS/MMgys
soft reading scroll_EnJoy
Investment Highlights
– A World-Class Investment Opportunity
* Environmental Baseline and geological data aside, uncertain economic value due to EPA action as further described in slide
2.
3
Resource
?
World Class
– Tier 1 by every measure
– Pebble is strategic
First
-World
Location
?
Alaska USA
– State land
– Exploration & Development designation
?
Politically stable
-history of responsible resource management and rule-
of-
law
?
Very significant benefits to USA, Alaska and the region
Resolution
?
Multi-prong strategy to resolve impasse with EPA
?
Position Pebble to initiate permitting unencumbered by any extraordinary development restrictions
Re
-Partnering
?
Mining cycle has turned
?
The kind of long-life asset that major mining companies covet
Re-Positioning
?
Strategic initiative to restore balance to public debate and prepare Pebble for permitting
?
Change the face of Pebble through key partnerships with Alaska interests The Asset
?
$US 750+ million invested to date in Project*
?
Including $US 150 million Environmental Baseline Document
?
Rigorous science facilitates the best mine
?
National Environmental Policy Act (NEPA) permitting process well established Compelling Value
?
EV/Resource Basis – Northern Dynasty is compelling value
Catalysts
?
Trump Presidency
– a return to normal permitting
?
The Three R’s
?
Northern Dynasty and Pebble Limited Partnership are com
A World-Class Mineral Resource
* Refer to table of Measured, Indicated and Inferred
Resources in Appendix
?
6.44 B tonnes
of Measured & Indicated
?
4.46 B tonnes
of Inferred
Resources
Measured &
Indicated
Inferred
Copper
57 B lb
25 B lb
Gold
70 M oz
37 M oz
Molybdenum
3.4 B lb
2.2 B lb
Silver
344 M oz
Pebble
– ‘Multi-Prong’ Strategy in Action
•
Federal Advisory Committee Act (FACA) litigation
-
Preliminary Injunction granted
-
EPA Motion to Dismiss denied
-
Depositions ongoing
•
Freedom of Information Act litigation
– a
significant success
•
Cohen / DLA Piper
– Highly critical, independent report
– released October 2015
•
Media Strategy
– Washington Post, WSJ
– beginning to lay bare EPA misconduct
•
Inspector General report – Found misconduct by one EPA official
•
Congressional Activity
-
Several congressional committees conducting or considering hearings
•
Objective of resolution with EPA remains top priority
-
Joint Notice for mediation filed with Federal court by PLP and
EPA
-
Joint motion for legal ‘stay of proceedings’ –
Approved by Federal Court
-
Indicates both sides seek resolution
to impasse
Trump Election Victory
– A Return to Normal
•
President - elect
Donald Trump’s Administration is widely
expected to re-visit EPA’s unprecedented ‘pre
-emptive’ veto
•
A timely return to a normal permitting process is anticipated:
–
Clean Water Act 404 permit application in 2017
–
Environmental Impact Statement process under National
Environmental Policy Act
–
US Army Corps of Engineers serves as lead federal agency
Pebble: The Path to a Record of Decision
NEPA and 404 Permit Process
•
For a project like Pebble once an application
has been filed:
–
Scoping
– ½ year
–
Prepare Draft EIS
– 1 - 1½ years
–
Public Comments
– ½
- 1 year
–
Final EIS/ROD –
1 year
–
Total = 3 –
4 years
•
Our View:
–
EPA will not proceed to
a preemptive 404c veto or development
restriction
–
Pebble will get a 404 permit
10
Pebble Project
– National Economic Impact Study
1
Pebble
can
help address Alaska’s fiscal crisis
•
Nationally
–
15,000 jobs
–
$2.7 billion to US GDP annually
–
Increase US copper production by 20% over decades
of production
•
In Alaska
–
Some 3,000 high-
wage jobs
–
$109,500 average annual salary for mine workers –
more than double the state average
–
More than $1 billion in annual operating expenses
–
Pebble-
related economic activity in Alaska will boost
the state's GDP by more than 3% over 2011 levels
•
Pebble will literally transform the regional
economy in Bristol Bay
–
Secure, high-paying jobs
–
Of 5,394 working-
age residents, just 63% worked in
2011 and only 35% were employed throughout the year
–
Increase Lake and Peninsula Borough tax base by a
staggering 600% annually over 2013 levels
–
Potential for affordable power for Southwest Alaska
Milestones
Pebble Project Milestones
– Completed and Projected
18
2016
•
Resolve EPA’s ‘Proposed Determination’ and position Pebble to initiate permitting
unencumbered by any extraordinary development restrictions
•
Advance conversations regarding potential partner(s) transaction
•
Negotiate transportation corridor agreements with Alaska Native village corporations
•
Enhance public and political support for the Pebble Project
?
?
?
2017
•
The Three R’s
•
Resolution with EPA: position Pebble to initiate permitting unencumbered by
any extraordinary development restrictions
•
Re -partner: advance ongoing partner conversations to a successful conclusion
•
Re -position: begin roll
-out of strategic initiatives to restore balance to public
debate on Pebble
•
Advance key Alaska and Native partnerships
•
Advance into US Army Corps of Engineers
-led permitting process once the 404(c)
action is withdrawn
•
Finalize transportation corridor agreements with Alaska Native village corporation
landowners
2020
•
Feasibility study completed
•
Project
construction commenced
2024
•
Commercial production
xxxxxxxxxxx
Investment Conclusions
– A World-Class Investment Opportunity
?
World-Class Resource
?
US$750+* million invested
?
Great Location
?
Fisheries and mining can safely co-exist
?
Strategic Advantages
?
Very Important Economic Benefits for Alaska and USA
?
Conclusion
?
Pebble is a world-class deposit
?
Resolution
with EPA,
Re -partnering
and
Re -positioning are potential catalysts
?
We believe Pebble will receive a 404 permit
?
Compelling valuation
?
Northern Dynasty and PLP are committed to delivering results
Northern Dynasty Shares are Undervalued
Listed
NYSE MKT –
NAK; TSX –
NDM
Shares Out (Fully Diluted) 270.9 (341.8)
Million
Average Daily Volume (LTM)
2,505,477 shares/day
Management Owns (Fully Diluted)
8.6%
Cash $CAD 7.9 Million (September 30, 2016)
Water Management
– Surplus Water Situation
27
•
Robust engineered water management
system
–
all contact water collected, stored for re-use,
treatment, &/or release
–
extensive seepage management collection &
monitoring systems
•
State of the art water treatment &
conditioning
•
Strategic surplus water releases
–
Scientifically proven habitat modeling
(PHABSIM) to define flow habitat effects
–
Considers salmon & resident fish species for
each key life stage
Pebble will maintain downstream water quality &
flows to safeguard fish, wildlife & communities.
Comprehensive Multi
-Disciplinary Science
Exhaustive data collection since 2004:
Environmental Studies
•
Surface Water
•
Water Quality
•
Groundwater
•
Geochemistry
•
Snow Surveys
•
Analytical QA/QC
•
Fish & Aquatic Resources
•
Macro
-i
nvertebrates
•
Wetlands
•
Trace Elements
•
Flow Habitat Study
•
Iliamna Lake Study
•
Marine
•
Wildlife
•
Air Quality
•
Noise
•
Cultural Resources
•
Subsistence
•
Land Use
•
Recreation
•
Socioeconomics
•
Visual Aesthetics
•
Impact Assessment & Management
•
Mine Closure & Reclamation
Environmental Baseline Document (EBD) –
January 2012
Scientific Integrity
– Foundation for Successful Permitting
29
•
State/Federal permitting requires scientific rigor
•
Pebble environmental science
–
unprecedented scope/rigor
–
$150 million spent on intensive multi-disciplinary
studies over 9 years – 27,000 pages
–
Data collection and other preparatory work ongoing
–
Integrity of work unassailable
– World class 3 rd party scientists
•
Empirical knowledge used to:
–
Characterize local environmental conditions
–
Provide unique guidance to optimize engineering design
–
Assess residual effects and inform
mitigation measures
–
Establish a database for long-
term project monitoring
–
Facilitate effective permitting
–
Counter ill
-informed negative rhetoric
•
Conclusions:
–
We have the science
to build and operate a safe mine
–
Fisheries and mines can & do co-
exist
Pebble Limited Partnership Approach
–
Responsible Mineral Development
•
Environmentally driven design
– Engneers and Scientists collaborate on optimal design
•
Avoid, minimize, mitigate and compensate
•
EBD science informs the project impacts which in turn inform mitigation response
and design
•
Mitigation possibilities include:
–
In-s
tream habitat improvement
– Improves existing and/or creates new habitat
–
“Off channel” habitat improvement
– Creates new habitat
–
Water discharge
– Project will have stringent water quality standards. Pebble site has
excess water
. Depending on water usage, flow at Pebble will be distributed spatially and
temporarily to maximize downstream fish habitat
• Habitat suitability modeling
• Very helpful during periods of natural water flow reduction
•
Wetlands –
“in kind” and “mitigation banks”
•
Exceptional commitment to the environment
– Great neighbor
•
Conclusion
– No net loss of any fishery
– AND enhancement possibilities abound
–
Fisheries and mining do co-
exist around the world
•
Numerous Pebble/Bristol Bay streams not
producing fish at full potential due to natural
constraints:
–
beaver dams & other barriers
–
dewatered & relic channels
–
low habitat complexity
–
limiting water quality
–
poor seeding due to low escapement
•
Significant opportunities exist to apply proven
techniques to remove constraints & enhance fish
production:
–
agency friendly
–
proven success with +50 years of fish habitat mitigation
track record – typically low technology measures –
cost -effective •
Strategic surplus water releases using PHABSIM
a lot of us have been making some good coin on this one.
Da Monster got three eyes today. Lol
Thanks, Take care
xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
JDs Rockin DD NAK
NAK DD storage
CQS/GYS/MMgys
/Just some of my NAK DD gys style
soft reading scroll_EnJoy
Investment Highlights
– A World-Class Investment Opportunity
* Environmental Baseline and geological data aside, uncertain economic value due to EPA action as further described in slide
2.
3
Resource
?
World Class
– Tier 1 by every measure
– Pebble is strategic
First
-World
Location
?
Alaska USA
– State land
– Exploration & Development designation
?
Politically stable
-history of responsible resource management and rule-
of-
law
?
Very significant benefits to USA, Alaska and the region
Resolution
?
Multi-prong strategy to resolve impasse with EPA
?
Position Pebble to initiate permitting unencumbered by any extraordinary development restrictions
Re
-Partnering
?
Mining cycle has turned
?
The kind of long-life asset that major mining companies covet
Re-Positioning
?
Strategic initiative to restore balance to public debate and prepare Pebble for permitting
?
Change the face of Pebble through key partnerships with Alaska interests The Asset
?
$US 750+ million invested to date in Project*
?
Including $US 150 million Environmental Baseline Document
?
Rigorous science facilitates the best mine
?
National Environmental Policy Act (NEPA) permitting process well established Compelling Value
?
EV/Resource Basis – Northern Dynasty is compelling value
Catalysts
?
Trump Presidency
– a return to normal permitting
?
The Three R’s
?
Northern Dynasty and Pebble Limited Partnership are com
A World-Class Mineral Resource
* Refer to table of Measured, Indicated and Inferred
Resources in Appendix
?
6.44 B tonnes
of Measured & Indicated
?
4.46 B tonnes
of Inferred
Resources
Measured &
Indicated
Inferred
Copper
57 B lb
25 B lb
Gold
70 M oz
37 M oz
Molybdenum
3.4 B lb
2.2 B lb
Silver
344 M oz
Pebble
– ‘Multi-Prong’ Strategy in Action
•
Federal Advisory Committee Act (FACA) litigation
-
Preliminary Injunction granted
-
EPA Motion to Dismiss denied
-
Depositions ongoing
•
Freedom of Information Act litigation
– a
significant success
•
Cohen / DLA Piper
– Highly critical, independent report
– released October 2015
•
Media Strategy
– Washington Post, WSJ
– beginning to lay bare EPA misconduct
•
Inspector General report – Found misconduct by one EPA official
•
Congressional Activity
-
Several congressional committees conducting or considering hearings
•
Objective of resolution with EPA remains top priority
-
Joint Notice for mediation filed with Federal court by PLP and
EPA
-
Joint motion for legal ‘stay of proceedings’ –
Approved by Federal Court
-
Indicates both sides seek resolution
to impasse
Trump Election Victory
– A Return to Normal
•
President - elect
Donald Trump’s Administration is widely
expected to re-visit EPA’s unprecedented ‘pre
-emptive’ veto
•
A timely return to a normal permitting process is anticipated:
–
Clean Water Act 404 permit application in 2017
–
Environmental Impact Statement process under National
Environmental Policy Act
–
US Army Corps of Engineers serves as lead federal agency
Pebble: The Path to a Record of Decision
NEPA and 404 Permit Process
•
For a project like Pebble once an application
has been filed:
–
Scoping
– ½ year
–
Prepare Draft EIS
– 1 - 1½ years
–
Public Comments
– ½
- 1 year
–
Final EIS/ROD –
1 year
–
Total = 3 –
4 years
•
Our View:
–
EPA will not proceed to
a preemptive 404c veto or development
restriction
–
Pebble will get a 404 permit
10
Pebble Project
– National Economic Impact Study
1
Pebble
can
help address Alaska’s fiscal crisis
•
Nationally
–
15,000 jobs
–
$2.7 billion to US GDP annually
–
Increase US copper production by 20% over decades
of production
•
In Alaska
–
Some 3,000 high-
wage jobs
–
$109,500 average annual salary for mine workers –
more than double the state average
–
More than $1 billion in annual operating expenses
–
Pebble-
related economic activity in Alaska will boost
the state's GDP by more than 3% over 2011 levels
•
Pebble will literally transform the regional
economy in Bristol Bay
–
Secure, high-paying jobs
–
Of 5,394 working-
age residents, just 63% worked in
2011 and only 35% were employed throughout the year
–
Increase Lake and Peninsula Borough tax base by a
staggering 600% annually over 2013 levels
–
Potential for affordable power for Southwest Alaska
Milestones
Pebble Project Milestones
– Completed and Projected
18
2016
•
Resolve EPA’s ‘Proposed Determination’ and position Pebble to initiate permitting
unencumbered by any extraordinary development restrictions
•
Advance conversations regarding potential partner(s) transaction
•
Negotiate transportation corridor agreements with Alaska Native village corporations
•
Enhance public and political support for the Pebble Project
?
?
?
2017
•
The Three R’s
•
Resolution with EPA: position Pebble to initiate permitting unencumbered by
any extraordinary development restrictions
•
Re -partner: advance ongoing partner conversations to a successful conclusion
•
Re -position: begin roll
-out of strategic initiatives to restore balance to public
debate on Pebble
•
Advance key Alaska and Native partnerships
•
Advance into US Army Corps of Engineers
-led permitting process once the 404(c)
action is withdrawn
•
Finalize transportation corridor agreements with Alaska Native village corporation
landowners
2020
•
Feasibility study completed
•
Project
construction commenced
2024
•
Commercial production
xxxxxxxxxxx
Investment Conclusions
– A World-Class Investment Opportunity
?
World-Class Resource
?
US$750+* million invested
?
Great Location
?
Fisheries and mining can safely co-exist
?
Strategic Advantages
?
Very Important Economic Benefits for Alaska and USA
?
Conclusion
?
Pebble is a world-class deposit
?
Resolution
with EPA,
Re -partnering
and
Re -positioning are potential catalysts
?
We believe Pebble will receive a 404 permit
?
Compelling valuation
?
Northern Dynasty and PLP are committed to delivering results
Northern Dynasty Shares are Undervalued
Listed
NYSE MKT –
NAK; TSX –
NDM
Shares Out (Fully Diluted) 270.9 (341.8)
Million
Average Daily Volume (LTM)
2,505,477 shares/day
Management Owns (Fully Diluted)
8.6%
Cash $CAD 7.9 Million (September 30, 2016)
Water Management
– Surplus Water Situation
27
•
Robust engineered water management
system
–
all contact water collected, stored for re-use,
treatment, &/or release
–
extensive seepage management collection &
monitoring systems
•
State of the art water treatment &
conditioning
•
Strategic surplus water releases
–
Scientifically proven habitat modeling
(PHABSIM) to define flow habitat effects
–
Considers salmon & resident fish species for
each key life stage
Pebble will maintain downstream water quality &
flows to safeguard fish, wildlife & communities.
Comprehensive Multi
-Disciplinary Science
Exhaustive data collection since 2004:
Environmental Studies
•
Surface Water
•
Water Quality
•
Groundwater
•
Geochemistry
•
Snow Surveys
•
Analytical QA/QC
•
Fish & Aquatic Resources
•
Macro
-i
nvertebrates
•
Wetlands
•
Trace Elements
•
Flow Habitat Study
•
Iliamna Lake Study
•
Marine
•
Wildlife
•
Air Quality
•
Noise
•
Cultural Resources
•
Subsistence
•
Land Use
•
Recreation
•
Socioeconomics
•
Visual Aesthetics
•
Impact Assessment & Management
•
Mine Closure & Reclamation
Environmental Baseline Document (EBD) –
January 2012
Scientific Integrity
– Foundation for Successful Permitting
29
•
State/Federal permitting requires scientific rigor
•
Pebble environmental science
–
unprecedented scope/rigor
–
$150 million spent on intensive multi-disciplinary
studies over 9 years – 27,000 pages
–
Data collection and other preparatory work ongoing
–
Integrity of work unassailable
– World class 3 rd party scientists
•
Empirical knowledge used to:
–
Characterize local environmental conditions
–
Provide unique guidance to optimize engineering design
–
Assess residual effects and inform
mitigation measures
–
Establish a database for long-
term project monitoring
–
Facilitate effective permitting
–
Counter ill
-informed negative rhetoric
•
Conclusions:
–
We have the science
to build and operate a safe mine
–
Fisheries and mines can & do co-
exist
Pebble Limited Partnership Approach
–
Responsible Mineral Development
•
Environmentally driven design
– Engneers and Scientists collaborate on optimal design
•
Avoid, minimize, mitigate and compensate
•
EBD science informs the project impacts which in turn inform mitigation response
and design
•
Mitigation possibilities include:
–
In-s
tream habitat improvement
– Improves existing and/or creates new habitat
–
“Off channel” habitat improvement
– Creates new habitat
–
Water discharge
– Project will have stringent water quality standards. Pebble site has
excess water
. Depending on water usage, flow at Pebble will be distributed spatially and
temporarily to maximize downstream fish habitat
• Habitat suitability modeling
• Very helpful during periods of natural water flow reduction
•
Wetlands –
“in kind” and “mitigation banks”
•
Exceptional commitment to the environment
– Great neighbor
•
Conclusion
– No net loss of any fishery
– AND enhancement possibilities abound
–
Fisheries and mining do co-
exist around the world
•
Numerous Pebble/Bristol Bay streams not
producing fish at full potential due to natural
constraints:
–
beaver dams & other barriers
–
dewatered & relic channels
–
low habitat complexity
–
limiting water quality
–
poor seeding due to low escapement
•
Significant opportunities exist to apply proven
techniques to remove constraints & enhance fish
production:
–
agency friendly
–
proven success with +50 years of fish habitat mitigation
track record – typically low technology measures –
cost -effective •
Strategic surplus water releases using PHABSIM
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