Minbos Resources Limited · ASX:MNB
Minbos Resources — Investor Presentation (July 2026)
25 slides from Minbos Resources's investor presentation, July 2026
Slide 1: Feeding Africa, From the Ground Up.
Feeding Africa, From the Ground Up. Feeding Africa, From the Ground Up. Angola’s Only Fully Integrated Resource And Fertiliser Project P LA CE M EN T P RE S E N TA TI ON JUL Y 2026 | MI N BO S . COM |A SX:M N B
Slide 2: Four Moats. One Integrated Fertiliser Platform.
Four Moats. One Integrated Fertiliser Platform. Four Moats. One Integrated Fertiliser Platform. 01 02 03 04 Geological Integrity, Low-Cost operation, Local Phosphate that Government high-grade Resource close to the Market suits local Soils Alignment JORC Resource of 8.4Mt Shallow, low-strip ratio, T
Slide 3: Company Overview
Company Overview Company Overview Capital Structure Board & Management 975M Paul McKenzie Chairman Agribusiness Consultant, chairman Kiland Ltd, non-executive director RLF AgTech Ltd, KPMG’s WA agribusiness consultant, owns >23,000 hectares of cropping land. Shares on Issue (17th July 2026) 20+ year
Slide 4: From Resources, To Ready-To-Sow Fertiliser, The Minbos Journey.
From Resources, To Ready-To-Sow Fertiliser, The Minbos Journey. 2020 2021 2022 2023 2024-25 Resource Direct Glasshouse 70+ definition Application PR trials Field trials Granulation JORC resource Direct-application Proof of Multiple in-country Precision, declared at Phosphate Rock (phosphate) replica
Slide 5: Africa’s Agricultural Opportunity
Africa’s Agricultural Opportunity A N GO LA ’ S ON LY FUL LY I NT E GR AT E D RE SOUR CE & F ERT IL IS E R P ROJ ECT | MI N BO S. COM | A SX: MN B
Slide 6: Angola: Africa’s Sleeping Agri-giant Awakens.
Angola Africa’s Sleeping Agri-giant Awakens. Angola Africa’s Sleeping Agri-giant Awakens. 58 million hectares arable land - second largest (5m Cultivated) in Sub-Saharan Africa Government-led initiatives PDAC, MOSAP & PLANAGRAO programs to build agriculture prioritising domestic fertiliser supply. P
Slide 7: Angola’s Agricultural Opportunity.
Angola’s Agricultural Opportunity. Angola’s Agricultural Opportunity. 70+ Field Trials Conducted 60-110% Yield Increase Range Phosphate deficiency 90% across Angoala >75% Relative Agronomic 70+ soil samples from trial Efficiency sites across Angola A N GO LA ’ S ON LY FUL LY I NT E GR AT E D RE SOUR
Slide 8: Our Local Route To Market.
Our Local Route To Market. Our Local Route To Market. Africa uses 8× less fertiliser than the global average. Distribution Channels. $15B+ Building the most effective, efficient and sustainable channel plan. African fertiliser Optimise market engagement & support, minimise import bill, conflict and
Slide 9: The Science: Cabinda Phosphate Rock
The Science: Cabinda Phosphate Rock A N GO LA ’ S ON LY FUL LY I NT E GR AT E D RE SOUR CE & F ERT IL IS E R P ROJ ECT | MI N BO S. COM | A SX: MN B
Slide 10: Phosphorus: The Primary Limiting Nutrient.
Phosphorus: The Primary Limiting Nutrient. Phosphorus: The Primary Limiting Nutrient. Acidic soils ‘fix’ phosphorus — making it unavailable to crops Water Soluble Cabinda Phosphate Phosphate Rock in Acidic Soil Fertiliser (WSP) Rock Acidic Soil (pH 6) Rapidly fixes to the soil Sustained Release Natu
Slide 11: Commercial Fertiliser Trials Programme.
Commercial Fertiliser Trials Programme. Commercial Fertiliser Trials Programme. Demonstrated Yield Increases Across Angola Trials Economic Impact Incremental profit from +$222/ha using Primeiro based phosphate fertiliser in Additional Farmer Income replicated trials Agronomic Impact maize yield impr
Slide 12: Cabinda Phosphate Project.
Cabinda Phosphate Project. A N GO LA ’ S ON LY FUL LY I NT E GR AT E D RE SOUR CE & F ERT IL IS E R P ROJ ECT | MI N BO S. COM | A SX: MN B
Slide 13: CÁCATA Phosphate Deposit.
CÁCATA Phosphate Deposit. CÁCATA Phosphate Deposit. Shovel-ready world-class high-grade phosphate deposit, the platform for the granulated fertiliser strategy High-grade Phosphate Deposit – 8.4Mt 30.1% P2O5 total Mineral Resource (M&I+I) – 4.7Mt of Ore Reserves (Proven and Probable) utilised in Defi
Slide 14: Subantando: Fully Funded Fertiliser Factory, Construction advancing
Subantando: Fully Funded Fertiliser Factory, Construction advancing IDC Debt Facility – South Africa US$16M loan agreement signed - first drawdown Secured US$4.8M completed BFA Debt Facility – Angola Kz 5B ~ US$5.4M term sheet signed – conditions Secured near complete, full construction funding in p
Slide 15: The plant rises in Cabinda.
The plant rises in Cabinda. The plant rises in Cabinda. ~180 local jobs created during construction phase Complete Complete Next Next Site clearance & Foundations & Equipment install, Completed plant to dry access roads primary structure Power & water commissioning A N GO LA ’ S ON LY FUL LY I NT E
Slide 16: The capital stack, assembled.
The capital stack, assembled. Major Milestones - Finance IDC BFA FSDEA IDC Finance Facility BFA Finance Facility Phobos Investment US$16M Industrial Development Banco de Fomento Angola facility Sovereign fund commitment completed Corporation facility advanced with confirmed ~ US$5.4M through final s
Slide 17: Commercialisation Strategy
Commercialisation Strategy A N GO LA ’ S ON LY FUL LY I NT E GR AT E D RE SOUR CE & F ERT IL IS E R P ROJ ECT | MI N BO S. COM | A SX: MN B
Slide 18: Demand secured before commissioning.
Demand secured before commissioning. Customer Pipeline Commercial Agribusiness Six domestic anchor off-takers with LoI in place Engaged prospects 15+ Trial-stage customers 3 Government Supply Programs MOSAP III, PIDAC 2 & PLANAGRÃO – Smallholder Agriculture LoI signed - Domestic 6 Projects Operated
Slide 19: Unlocking the commercial market.
Unlocking the commercial market. Unlocking the commercial market. Granulation Partnership The Granulation Value Chain Partnership Phosphate Rock FertiAfrica Granular Fertiliser Partner NPK Nutrient Blend - Region: Southern Angola - Status: MOU Executed PROSPER PRIMEIRO Granulation - Toll Granulation
Slide 20: Porto do Caio Strategic Export Gateway
Porto do Caio Strategic Export Gateway Porto do Caio Strategic Export Gateway Porto Do Caio Deepwater Port – Targeting first shipments 1H 2027 18km From Cabinda factory 16m Deepwater Port Porto do Caio is not only a project dependency - 1H 2027 it is a national infrastructure opportunity Targeting f
Slide 21: Cabinda Phosphate Project Clear Development Pathway
Cabinda Phosphate Project Clear Development Pathway Cabinda Phosphate Project Clear Development Pathway Dual-market strategy from construction to first product and export growth Indicative Development Plan¹ Foundation 2026 2027 2028 Already Built | | | Domestic & Export granular fertiliser + phospha
Slide 22: Key Investment Takeaways & Catalysts, Positioning Minbos For Production
Key Investment Takeaways Catalysts, Positioning Minbos For Production Key Investment Takeaways & Catalysts, Positioning Minbos For Production Angola’s only fully integrated resource & fertiliser project - Underserved local market with SADC export optionality Dual-market strategy: domestic granulated
Slide 23: One Harvest at a Time.
Transforming Angola’s Agricultural Future One Harvest at a Time. Transforming Angola’s Agricultural Future One Harvest at a Time. CEO ASX Rob Newbold Code: MNB info@minbos.com minbos.com AN GOLA ’ S ONLY I NTEG RATED RESOURC E & F ERTI LISE R PRO JEC T | MI NBOS. COM | ASX: MNB
Slide 24: Disclaimer.
Disclaimer. Disclaimer. Some of the statements appearing in this announcement may be in the nature of Compliance Statement forward-looking statements. You should be aware that such statements are only The Company confirms that it is not aware of any new information or data that materially affects th
Slide 25: Phosphate Resources
Phosphate Resources Phosphate Resources Key Considerations Mineral Resource Statement Cácata Phosphate Project as of 31 October 2021 Resource Update for High-Grade Cabinda Phosphate Project – ASX Announcement dated 23 November 2021 8.4Mt total Mineral Resource (Measured + Indicated + Inferred)1 Dry