Ngex Minerals Ltd. · TSX:NGEX
Ngex Minerals — Investor Presentation (October 2021)
26 slides from Ngex Minerals's investor presentation, October 2021
Slide 1: Big Copper + Growth
CORPORATE PRESENTATION BIG COPPER + GROWTH A Lundin Group Company OCTOBER 2021 NO GUTS NO GLORY TSXV: NGEX www.ngexminerals.com
Slide 2: Copper Outlook Is Strong
COPPER OUTLOOK IS STRONG EARLY STAGES OF A NEW CYCLE COPPER FUNDAMENTALS STRONG Price is COPPER not……..YET IS THE GREEN METAL
Slide 3: Investment Outline
INVESTMENT OUTLINE OPTION ON COPPER PRICE + GROWTH • OPTION ON COPPER PRICE ‒ Los Helados is one of the largest copper development projects in the world- #11 ‒ +10 milllion oz gold; +92 million oz silver ‒ In Chile; a premier mining jurisdiction ‒ In an established mining district owned by our partn
Slide 4: A District in the Making
A DISTRICT IN THE MAKING A MAJOR NEW COPPER DISTRICT EMERGING – CONTROLLED BY JUNIOR COMPANIES NORTH LOS HELADOS Los Helados Josemaria-Caserones Trend 25-23 milion years PROSPECTS POTRO CLIFFS 12km Josemaria Potro Cliffs FILO DEL SOL 7 km Alteration zone Filo del Sol 10 km SOUTH Slide 4 NGEX Mineral
Slide 5: A Tried and True Business Model
A TRIED AND TRUE BUSINESS MODEL USE OUR TEAM AND EXPERTISE FIND A IMPROVE IT REPEAT GOOD PROJECT MONETIZE Slide 5 NGEX Minerals | A New Growth Vehicle - Corporate Presentation
Slide 6: Los Helados: One of the World's Largest Undeveloped Copper Projects
LOS HELADOS ONE OF THE WORLD’S LARGEST UNDEVELOPED COPPER PROJECTS Slide 6
Slide 7: Los Helados - A Strategic Asset
LOS HELADOS - A STRATEGIC ASSET UNDERPINS CURRENT VALUATION - STRONG LEVERAGE TO COPPER PRICE • Very large Indicated copper resource + gold Caserones Mine • Originally evaluated at $3 Cu; $1300 Au • 10km from lower grade mine owned by our Japanese partners Indicated High grade core 17.6 B lbs Cu ~20
Slide 8: Los Helados – Large Resource
LOS HELADOS – LARGE RESOURCE UNDERPINS CURRENT VALUATION VIEW SOUTH Indicated Resource* 17.6 billion lbs Cu 10.7 million oz Au Inferred Resource 5.8 billion lbs Cu 2.7 million oz Au For details on data verification, sample, analytical and testing results and the key assumptions, parameters and metho
Slide 9: Los Helados – High Grade Core
LOS HELADOS – HIGH GRADE CORE UNDERPINS CURRENT VALUATION VIEW SOUTH * A CuEq grade was calculated using US$3.00/lb Cu, US$1,300/oz Au and US$23/oz Ag, and includes a provision for selling costs and metallurgical recoveries. For details on data verification, sample, analytical and testing results an
Slide 10: Los Helados - One of the World's Great Copper-Gold Deposits
LOS HELADOS - ONE OF THE WORLD’S GREAT COPPER-GOLD DEPOSITS COMPARISON OF GLOBAL COPPER INTERCEPTS BEST HOLES OVER THE PAST 2 YEARS WITH COPPER AS THE PRIMARY COMMODITY From To Interval CuEq Grade x Date Hole Number Project Country Company CuEq (%) Source Document (metres) (metres) (metres) Interval
Slide 11: Comparable South American Copper Deposits
COMPARABLE SOUTH AMERICAN COPPER DEPOSITS COMPETITIVE TONNES 1.00 AND GRADE Ministro Hales 0.90 Operating Mines El Morro 0.80 Projects Candelaria 0.70 El Soldado Solaris Warrintza Los Pelambres CuEq % Norte Abierto 0.60 Filo del Sol Cerro Colorado SolGold Alpala Mantos NuevaUnion Centinela Blancos Z
Slide 12: Los Helados - A Globally Significant Project
LOS HELADOS- A GLOBALLY SIGNIFICANT PROJECT 1 OF 3 TOP DEVELOPMENT PROJECTS HELD BY A JUNIOR COMPANY* Project Location Ownership Stage Contained Copper (t) 1 Kamoa-Kakula DRC Ivanhoe/Zijin Construction 37,927,792 2 Pebble* Alaska Northern Dynasty PEA 26,047,959 3 Udokan Russia USM Group Construction
Slide 13: Active Exploration Program
ACTIVE EXPLORATION PROGRAM Slide 13
Slide 14: Valle Ancho Copper-Gold Project
VALLE ANCHO COPPER-GOLD PROJECT WHAT’S NEXT? • Large underexplored land package • Argentina side of the Maricunga Gold Belt >100Moz on Chile side • Along the crustal scale Valle Ancho lineament Au • No exploration for almost 20 years Valle Ancho Block Cu superimposed • Option from Catamarca Provinci
Slide 15: Valle Ancho Targets
VALLE ANCHO TARGETS DISTRICT SCALE LAND PACKAGE WITH MULTIPLE DRILL READY TARGETS Oxide Gold, Historical Resource Gold Rich Porphyry Copper 14-12 Ma Miocene Gold system Gold Copper-Gold Porphyry Copper-Moly Copper Skarn Copper-Moly Copper-Moly Slide 15
Slide 16: Nordin Gold Target
NORDIN GOLD TARGET Gold Porphyry + Epithermal High Sulfidation Mineralization Banded quartz veinlets View to NW • Large scale gold target • Oxidized to between 80m and 100m depth • Historical shallow drill results • 62 m @1.02 g/T • 84 m @1.15 g/T • 14 m @ 1.15 g/T Drill intercepts are historical re
Slide 17: La Quebrada Target
LA QUEBRADA TARGET Gold Rich Porphyry Copper VALLE ANCHO • Large 2.5 x 0.85 Km zone of hydrothermal alteration exposed in an erosional window • Mineralization appears to extend under younger cover rocks Slide 17
Slide 18: La Austral Target
LA AUSTRAL TARGET Epithermal Au-Ag in silicified breccias - New Area identified last season • Up to 7 g/t Au and over 700 ppm Ag in rock chips • Never drilled Slide 18
Slide 19: New Business Development
NEW BUSINESS DEVELOPMENT • Opportunistic Cu • Copper, Gold Focus • South America + Ag • Well funded • Will stretch for exceptional opportunities Au Slide 19 NGEX Minerals | A New Growth Vehicle - Corporate Presentation |
Slide 20: Investment Summary
INVESTMENT SUMMARY • Ground floor opportunity in the brand new Lundin exploration vehicle • Experienced, successful team • Strong network to source opportunities • Access to capital THIS IS THE START OF THE NEXT BIG THING Slide 20 NGEX Minerals | A New Growth Vehicle - Corporate Presentation
Slide 21: No Guts No Glory
A Lundin Group Company NO GUTS NO GLORY Company Head Office NGEx Minerals Ltd. Suite 2000 - 885 West Georgia Street EXPERIENCED AND SUCCESSFUL EXPLORERS Vancouver, BC Canada V6C 3E8 Telephone: (604) 689-7842 Fax: (604) 689-4250 Email: info@ngexminerals.com Investor Relations Amanda Strong Telephone:
Slide 22: Cautionary Note Regarding Forward-Looking Statements
CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS Certain statements made and information contained herein in the presentation constitutes “forward-looking information” and “forward-looking statements” within the meaning of applicable securities legislation (collectively, “forward- looking inform
Slide 23: Los Helados Mineral Resource Estimate
LOS HELADOS MINERAL RESOURCE ESTIMATE )Notes to accompany Los Helados Mineral Resource table Mineral Resource estimate has an effective date of April 26, Los Helados Indicated Mineral Resource 2019. The Qualified Person for the estimate is Mr. Gino Tonnage Resource Grade Contained Metal Zandonai, RM
Slide 24: Lundin Companies' Success
LUNDIN COMPANIES’ SUCCESS BUILT ON EXPLORATION AND DEVELOPMENT SHAREHOLDER RETURN ON INVESTMENT- PAST PROJECTS HAVE GENERATED MORE THAN $15 BILLION OF VALUE 850% 1,757% Lundin Mining International Musto 2004 (EuroZinc) 1995 1,091% Argentina Gold 1999 609% International Uranium 1,041% 558% 2006 Tenke
Slide 25: Leadership Team- Exploration Experience
LEADERSHIP TEAM- EXPLORATION EXPERIENCE Management Board WOJTEK WODZICKI BILL RAND ADAM LUNDIN CEO & Director Chairman Director Geology Ph.D, P. Geo 30 years international Securities Lawyer (ret.) Senior Securities and Executive exploration management and business Business Adviser to Lundin Manageme
Slide 26: Stock Overview TSXV: NGEX
STOCK OVERVIEW TSXV: NGEX Share Holdings Share Price & Capital Structure Share Price (CA$) Issued & Outstanding Market Cap. high/low 09/08/21 Shares (M) (CA$ M) (CA$) 2.50% 35.70% $0.91 124.8* $112M $0.91/ *pre- 13-10-21 financing $0.43 2.34% Institutions Insiders Lundin Trusts Slide 26 NGEX Mineral