Harvest Minerals Limited · LSE:HMI
Harvest Minerals — Investor Presentation (2019)
17 slides from Harvest Minerals's investor presentation, 2019
Slide 1: Corporate Presentation Q3 2019
Right Commodity, Right Place, Right Time Corporate Presentation Q3 2019
Slide 2: Disclaimer
1 Disclaimer The information in this presentation is an overview and does not contain all information necessary for investment decisions. In making investment decisions in connection with any acquisition of securities, investors should rely on their own examination of Harvest Minerals Limited (HMI o
Slide 3: Overview
2 Overview SIMPLE PROVEN PRODUCTION PRODUCT o Product excavated at surface, o A natural multi-nutrient crushed and ready to apply fertiliser and soil remineraliser o Minimal environmental impact o Cost and quality benefits over traditional fertilisers o Simple to scale– Current processing capacity 3
Slide 4: Fertiliser - A Growing Market
3 Fertiliser - A Growing Market Market growth underpinned by rapid population expansion 2015: 2050: 7.3 billion 11 billion Global Population Requires more arable land & increased fertiliser use to improve crop yields Minerals Corporate Presentation Q3 2019
Slide 5: Brazil – The Ideal Location
4 Brazil – The Ideal Location Brazil is the world’s 1 largest exporter of soybean, coffee & sugar 76% of fertiliser Agriculture is a used is driving force of the imported B r a z i l i a n e c o n o m y, into Brazil accounting for 29%of GDP & 46% exports Brazil will account for 70% of the Project lo
Slide 6: Achievements to Date
5 Achievements to Date 2016-17 2018 2019 • Start of Project Development • Major Sales Order Signed with Distributer • Established Sales and Marketing Team • Scoping Study delivered • Raised £9.712 million • Switched to Grid Power • Trial Mining Licence awarded • Received MAPA approval and organic •
Slide 7: The Arapuá Project
6 The Arapuá Project Weathered kamafugite lava- naturally rich in K and P as well as Ca, Mg and other micronutrients JORC (2012) Indicated and Inferred Resource of 13.07Mt at 3.1% K2O and 2.49% P2O5 Operating under rolling four-year Trial Mining Licence that permits 50kt of product on a rolling basi
Slide 8: The Product: KPFértil
7 The Product: KPFértil MAPA Slow release Rebalances soil Minimal losses No salt, chloride Improves crop approved & source of K, P, pH & improves via leaching or chemicals yield & quality certified as Ca, Mg & other uptake of water organic micronutrients and nutrients Agronomic testwork has confirme
Slide 9: Huge Local Market
8 Huge Local Market 5.00 Major Crops by Cultivated Area (MHa) Surrounding Arapua 83% of all fertiliser used in Brazil is applied to 4.50 soybean, sugarcane, maize and coffee, which are the major crops grown close to Arapua 4.00 3.50 3.00 Mine 2.50 Processing Plant 2.00 Coffee Plantations 1.50 1.00 0
Slide 10: KPFértil Sales by Crop Type
9 KPFértil Sales by Crop Type Fruit/ Veg 2% Other 5% Citrus 2% Sugar Cane 3% Compost - Manure 2% Maize 3% Coffee 34% Coffee produced with KPFértil at Fazenda Paraíso Soybean 28% Compost (Coffee) 21% Minerals Corporate Presentation Q3 2019
Slide 11: Key Buying Periods for KPFértil
10 Key Buying Periods for KPFértil Minerals Corporate Presentation Q3 2019
Slide 12: Building a Brand
11 Building a Brand Dedicated in-country sales and marketing team focused on developing brand reputation and securing orders Minerals Corporate Presentation Q3 2019
Slide 13: An Ethical Investment
12 An Ethical Investment Significantly better for the environment compared to conventional fertiliser Completely natural and organic product Reduces environmental impact during production No water used during production No requirement for tailings disposal No salt by-product requiring disposal Reduc
Slide 14: Summary
13 Summary Simple Long Life Operation Known mineralisation guarantees 100+ years of production Unique, Certified Natural & Organic Product Proven advantages and no direct competitor Ideal Location Heart of Brazil’s agricultural market Revenue Generating, Low Cost & High Margin Continuing to grow sal
Slide 15: Board and Management
14 Board and Management Brian McMaster Luis Azevedo Mark Heyhoe Executive Chairman Executive Director C.O.O. Brian has extensive experience in the resource Luis, a licensed geologist and lawyer, has 25+ Mark has 25+ years' experience in the mining sector having worked with several large years of bus
Slide 16: HMI.L Key Data
15 Key Data HMI.L Market: AIM SHARE SHARES TICKER MARKET Cash MARKET CAP BROKER PRICE IN ISSUE HMI.L LSE £5.15m £10.8m 5.8p 184,335,884 Shard Capital As at 1.07.19 SHARE PRICE SIGNIFICANT SHAREHOLDERS % Fully Paid 25 Shareholder No. Shares Owned Shares Edwards Family Holdings Ltd 37,227,738 20.03% 2
Slide 17: Contacts
Contacts Level 1 20 North Audley Street London W1K 6LX +44 (0) 203 940 6625 www.harvestminerals.net @HarvestMinerals Harvest Minerals – Corporate Presentation Q2 2019