North Arrow Minerals Inc. · TSXV:NAR
North Arrow Minerals — Investor Presentation (December 2021)
21 slides from North Arrow Minerals's investor presentation, Dec 17, 2021
Slide 1: Canada's Future in Diamonds
TSXV: NAR CANADA’S FUTURE I N D I A M O N D S Corporate Overview – December 17, 2021
Slide 2: Cautionary Statement
CAUTIONARY STATEMENT This presentation contains projections and forward-looking information that involve various risks and FORWARD- uncertainties, including, without limitation, statements regarding the potential extent of mineralization, LOOKING resources, reserves, exploration results and plans an
Slide 3: Corporate Overview – as of Dec 17, 2021
CORPORATE OVERVIEW – as of Dec 17, 2021 24 12 MONTH STOCK CHART CHART CORPORATE HIGHLIGHTS MAIN SHAREHOLDERS Insiders 26% CAPITALIZATION TSX Venture NAR Float Issued: 120.9 M 46% 9% Options: 11.4 M Lundin 9% Warrants: 49.0 M 9% (25 M @ $0.225, 17.9 M @ $0.10) Electrum Fully diluted: 181.3 M Ross Bea
Slide 4: Corporate Profile
CORPORATE PROFILE D. Grenville Thomas (Chairman) Founder of Aber Resources, discoverer of the Diavik Diamond Mine; Canadian Mining Hall of Fame inductee. MANAGEMENT HIGHLIGHTS Ken Armstrong P.Geo. (President, CEO, Director and Qualified Person under NI 43-101) Diamond exploration & evaluation experi
Slide 5: Recent Market Positivity: Polished Sector
RWE RECENT MARKET POSITIVITY: POLISHED SECTOR “After US jewelry sales rose 36% in October, they leaped Overall polished diamond Tiffany & Co., the largest fine jeweler in the world, said sales in again, rising 51% at specialty jewelers in November. This price index for 2021 – the holiday-2020 period
Slide 6: Recent Rough Diamond Market News
RWE RECENT ROUGH DIAMOND MARKET NEWS Demand has improved – real concerns about long term supply • December 6th 2021: Mountain Province (MPVD: TSX) generated $74 M in revenue from just over 1 SUPPLY AND million with EBITDA of $33 million, both marked the 2nd highest in a quarter for the company since
Slide 7: Global Rough Diamond Price Index 2021
GLOBAL ROUGH DIAMOND PRICE INDEX 2021 Paul Zimnisky, CFA is a leading global diamond industry analyst based in the New York City metro area specializing in global diamond supply/demand fundamentals and the companies operating within the industry Rough diamond prices have risen 24.9% in 2021 7
Slide 8: Global Rough Diamond Price Index Since 2007
GLOBAL ROUGH DIAMOND PRICE INDEX SINCE 2007 Paul Zimnisky, CFA is a leading global diamond industry analyst based in the New York City metro area specializing in global diamond supply/demand fundamentals and the companies operating within the industry Rough diamond prices are approaching the all tim
Slide 9: Corporate Overview – Projects
CORPORATE OVERVIEW – PROJECTS PROJECT Advanced Stage Assessing a known kimberlite or diamond deposit 1. Naujaat (100%) Significant diamond inventory; PIPELINE potential value upside: fancy orange-yellow diamonds New partner earning 40% Next stage of diamond exploration Discovery Stage could lead to
Slide 10: Naujaat Diamond Project
NAUJAAT DIAMOND PROJECT PROJECT Advanced Stage Assessing a known kimberlite or diamond deposit PIPELINE Naujaat (100%) • Largest Canadian diamond resource 100% owned by a junior company • New partnership with Burgundy Diamond 1 Mines (BDM – ASX) • BDM has been funding a $5.6M, 2000 tonne sample extr
Slide 11: Naujaat Project – Deal with Burgundy
NAUJAAT PROJECT – DEAL WITH BURGUNDY • Burgundy funding the current C$5.6 million program, Phase 1 bulk sample and processing to earn 40% of project Australian listed company newly • Letter of Intent (LOI) in place for Phase 2 (results dependent), where Burgundy can earn focused on the additional 20
Slide 12: Naujaat - Further Derisking an Advanced Project
NAUJAAT - FURTHER DERISKING AN ADVANCED PROJECT These important diamond project risk hurdles have already been cleared at Q1-4 PROJECT NOT about kimberlite discovery PIPELINE NOT about size of deposit THIS BULK SAMPLE is… NOT about mineral chemistry (collected in July & Aug of 2021) NOT about microd
Slide 13: Q1-4 Sample: 3 Pits, 2 Phases Sampled, 2000 Tonnes
Q1-4 SAMPLE: 3 PITS, 2 PHASES SAMPLED, 2000 TONNES PIT B & D Sampling the Unit A28 PIT E Sampling Unit A88 Approximate surface trace of the Q1-4 kimberlite (~12 ha) Image view: Looking northwest 13
Slide 14: Bulk Sample Process from Ground to Lab
BULK SAMPLE PROCESS FROM GROUND TO LAB CLICK HERE FOR PIT D NARRATED 2021 SAMPLING PROCESS PIT B VIDEO!! 15
Slide 15: Q1-4 Kimberlite Processing
Q1-4 KIMBERLITE The diamond parcel from this bulk sample intended to confirm that fancy yellow and orangey yellow diamonds extend into coarser diamond sizes. These fancy coloured diamonds could be a key value driver for potential PROCESSING future development of the Q1-4 deposit. The sample was deli
Slide 16: Naujaat Project – Ticks All the Boxes
NAUJAAT PROJECT – TICKS ALL THE BOXES ✓ Jurisdiction Clear permitting path in Nunavut GIA certified 0.13 carat fancy vivid orangey ✓ Near tide water yellow brilliant cut Freight costs 50% of NWT diamond mines diamond from Q1-4 ✓ Large tonnage ~48 Mt down to 205m below surface ✓ Low strip ratio <3:1
Slide 17: Pikoo Diamond Project, SK
PIKOO DIAMOND PROJECT, SK Next stage of diamond exploration Discovery Stage could lead to discovery PROJECT 5. Pikoo (100%) Kimberlite Field discovered by North Arrow PIPELINE EKATI DIAVIK GAHCHO KUE Excellent diamond potential 5 RENARD VICTOR EXISTING DIAMOND MINE 17
Slide 18: Pikoo Project, SK
PIKOO PROJECT, SK ▪ Good local infrastructure; within 10 km of SK Hwy 911. PROJECT PIPELINE ▪ 10 discrete kimberlites discovered PK314 & PK346 PK150 ▪ 5 tested and proven diamondiferous PK312 PK311 ▪ PK150 – most significant discovery: 1,232 diamonds > 0.106 mm from 531 kg. (100% NAR) 9 18
Slide 19: Pikoo Project, SK
PIKOO PROJECT, SK PK346 PK314 (100% NAR) &“North Pikoo PK347 • Till sampling suggests additional, Dykes” PROJECT unique and unsourced KIM trains ? ? PK312 PK150 PIPELINE • More kimberlite discoveries to be made. (plus PK151 ? and another PK311 dyke) • Autumn 2021 till sampling program ? completed; f
Slide 20: Diamond Discoveries: A Canadian Leader
DIAMOND DISCOVERIES: A CANADIAN LEADER NAR: • One of Canada’s largest under-evaluated diamond inventories Canadian at Naujaat’s Q1-4 kimberlite (~26 million carats) diamond sector’s • Has discovered two new diamondiferous kimberlite fields – most active Mel & Pikoo & successful explorer • 6 drill-re
Slide 21: TSXV: NAR
TSXV: NAR Ken Armstrong President & CEO Nick Thomas Community and Investor Relations Manager Suite 960-789 West Pender Street Vancouver, BC Canada V6C 1H2 Tel: +1.604.668.8354 info@northarrowminerals.com @narminerals northarrowminerals www.northarrowminerals.com
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