Contango Holdings Plc · LSE:CGO
Contango — IPO Roadshow (November 2017)
16 slides from Contango's IPO roadshow presentation, November 2017
Slide 1: Company Presentation IPO November 2017
COMPANY PRESENTATION IPO NOVEMBER 2017
Slide 2: Disclaimer
DISCLAIMER The information contained in this confidential document (“Presentation”) has been prepared by Contango Holdings Plc (the “Company”) in connection with the proposed initial public offering (the “IPO”) of the Company. This Presentation is being provided to a limited number of parties who ma
Slide 3: A highly experienced board capable of navigating the natural resources sector
“A highly experienced board capable of navigating the natural resources sector to identify, assess and execute value accretive transactions” CORPORATE PRESENTATION | Q4 2017 3
Slide 4: Overview
OVERVIEW Newly established company Strategy to acquire a incorporated in England and company, business, project Wales or assets in the natural resources sector The Board’s experience Seeking to raise £700,000 in combines proven natural conjunction with a listing on resources operators with the Offic
Slide 5: Capitalising on Market Turbulence
CAPITALISING ON MARKET TURBULENCE The natural resources sector has been Many of the historic providers of capital to the through a turbulent period over the past six junior resource market have not yet returned in years following the decline in commodity earnest, providing an excellent value prices
Slide 6: Moving Away from Bottom of Cycle
MOVING AWAY FROM BOTTOM OF CYCLE In the 12 month period to 31 August 2017, a number of commodity prices have increased and investors have been rewarded with the performance of equities across the natural resources sector FTSE All Mining FTSE All Oil & Gas 18000 9000 17000 8500 16000 8000 15000 7500
Slide 7: Current and Past Investment in Resources
CURRENT AND PAST INVESTMENT IN RESOURCES ▪ Historically natural resource companies attracted substantial capital that is no longer as widely available ▪ In 2006 a total of £6.284 billion was raised by natural resources companies listed on the LSE* ▪ By 2015, this had declined to £3.010 billion* ▪ On
Slide 8: The Investing Process
THE INVESTING PROCESS The Board will focus on the identification and acquisition of companies, businesses, projects or assets that are: Based in investor friendly jurisdictions The Board will review existing that have precedent of respecting management and introduce changes foreign investors to ensu
Slide 9: Board
BOARD Brian McMaster Philip Richards Director Director Brian qualified as a chartered accountant in Australia in 1994 and is Philip was educated at King’s College Taunton before attending Oxford University a registered and official liquidator with over 20 years’ experience in (Corpus Christi College
Slide 10: Proven Track Record
PROVEN TRACK RECORD • Philip Richards was the Joint founder and CEO of RAB Capital • Philip Richards was awarded AIM Entrepreneur of the Year in 2006 • Fund manager of RAB Special Situations Fund which returned over 4500% between 2003 and 2007, 1475% in 2003 alone, primarily from investments in natu
Slide 11: Proven Track Record
PROVEN TRACK RECORD Listed Harvest Minerals on the ASX in September 2010 before refocusing its interests in South America and more specifically Identified and arranged the successful IPO of Jangada Mines on on a number of potash projects in Brazil. The Company dual AIM in June 2017. Jangada is devel
Slide 12: Proven Track Record
PROVEN TRACK RECORD • Brandon Hill Capital is a leading natural resources investment bank that has extensive in-house expertise to advise natural resource companies and raise capital globally • Oliver Stansfield co-founded the equity sales team at Fox-Davies Capital prior to being appointed CEO of B
Slide 13: Expected Timetable and Statistics
EXPECTED TIMETABLE AND STATISTICS Pre-Admission Total number of Ordinary Shares unconditionally issued pre-Admission 17,500,000* - Directors/Founder round (5m shares issued at 1p) - Pre-IPO round (12.5m shares issued at 2p) Total number of Warrants (3p strike) unconditionally issued pre-Admission 17
Slide 14: Investment Case
INVESTMENT CASE A new vehicle focussed on Critical underinvestment in identifying and acquiring value the junior resource sector accretive assets or businesses over the past five years now in the natural resource presents significant industry opportunity together with recovering commodity prices Boa
Slide 15: Contacts
CONTACTS W: www.contangoholdings.co.uk Broker Jonathan Evans Brandon Hill Capital Limited T: +44 (0)20 3463 5016 E: jonathan.evans@brandonhillcapital.com Financial Public Relations & Investor Relations Susie Geliher T: +44 (0) 20 7236 1177 E: susie@stbridespartners.co.uk CORPORATE PRESENTATION | Q4
Slide 16: Contango Holdings Plc
G CONTANGO HOLDINGS Ple