Kazera Global Plc · LSE:KZG
Kazera Global — Investor Presentation (November 2025)
24 slides from Kazera Global's investor presentation, November 2025
Slide 1: Investment company with growing production at Heavy Mineral Sands & Diamond projects in South Africa
NOVEMBER 2025 Investment company with growing production at Heavy Mineral Sands & Diamond projects in South Africa
Slide 2: Disclaimer
KAZERA GLOBAL PLC NOVEMBER 2025 02 DISCLAIMER T he inf orm ation in this Presentation relating to Kazera Global plc (the “Com pany”) has been prepared by the Com pany and is f or background purposes only and m ay be subject to change. It is being issued to certain persons on the basis that they fall
Slide 3: Overview
KAZERA GLOBAL PLC NOVEMBER 2025 03 OVERVIEW Investments positioned to build revenue & capitalise on Africa's vast resources PRODUCING INVESTMENTS: 70% of Whale Head Minerals (WHM) & 74% of Deep Blue Minerals (DBM) HIGH DEMAND PRODUCTS: Heavy Mineral Sands (HMS) & diamonds STABLE JURISDICTION: Alexan
Slide 4: Operational Snapshot
KAZERA GLOBAL PLC NOVEMBER 2025 04 OPERATIONAL SNAPSHOT Significant progress at WHM and DBM over the past 12 months. Now revenue generating and on the cusp of positive cashflow and profitability. WHALE HEAD MINERALS (WHM): HEAVY MINERAL SANDS DEEP BLUE MINERALS (DBM): DIAMONDS • August 2024: Certifi
Slide 5: HMS Market
KAZERA GLOBAL PLC NOVEMBER 2025 05 HMS MARKET HMS deposits are sedimentary deposits of dense minerals that accumulate in coastal environments and form economic concentrations of titanium -bearing minerals. GARNET WHM Assemblage Used in a variety of industrial & commercial applications, including Lon
Slide 6: Whale Head Minerals (WHM)
KAZERA GLOBAL PLC NOVEMBER 2025 06 WHALE HEAD MINERALS (WHM) 70% interest in high - grade HMS project with opportunity to scale ▪ C. 5-hectare Walviskop pilot project able to be replicated at scale ▪ 49.9% heavy mineral content with garnet, ilmenite, zircon, and rutile - C. 48% classified as saleabl
Slide 7: Whale Head Minerals: Replenishing HMS resource enabling sustainable extraction
KAZERA GLOBAL PLC NOVEMBER 2025 07 W h a l e Head Minerals Replenishing HMS resource enabling sustainable extraction & processing • Environmentally responsible dredging operation: simple, high-volume, low-cost and low-impact, supported by EIA approvals and local community consultation, including wit
Slide 8: Whale Head Minerals: Focused on ramping up production and positive cash flow
KAZERA GLOBAL PLC NOVEMBER 2025 08 Whale Head Minerals Focused on ramping up production and positive cash flow • Offtake agreement signed in December 2024 for 100,000 tonnes of HMS with Fujax South Africa • First sale of 10,000 tonnes in March 2025 ▪ exceeded initially expected 6,000 tonnes ▪ “Trans
Slide 9: Whale Head Minerals: Initial Optimisation Phase Complete
KAZERA GLOBAL PLC NOVEMBER 2025 9 Whale Head Minerals Initial Optimisation Phase Complete • Initial 12 spirals to improve HMS separation efficiency and concentrate quality • Installed on time and within budget • Initial testing shows significant improvements in TiO₂ content across the processing sta
Slide 10: Deep Blue Minerals
KAZERA GLOBAL PLC 10 DEEP BLUE MINERALS 74% interest in a diamond mine producing concentrates for final processing ▪ Located within the 80km long Alexkor diamond fields, which lie between two historic De Beers operations ▪ Estimated to contain at least 2 million carats - reserves include an inferred
Slide 11: DBM Mining & Processing
KAZERA GLOBAL PLC NOVEMBER 2025 11 DBM Mining & Processing Diamond Gravels Focused on ramping up production and positive cash flow • Mining undertaken under contract from Alexkor, a government-owned entity with the DBM Diamond Plant FlowSort rights to all diamonds in the area • New DBM diamond plant
Slide 12: Optimisation Plan: Raising Circa £1.5m
KAZERA GLOBAL PLC NOVEMBER 2025 012 Optimisation Plan Raising Circa £1.5m to Scale Operations and Build Organisational Capacity £1,600,000 ▪ HMS (£560k*): Plant and spirals to scale 0 throughput, increase purity and enhance £350,000 * £1,400,000 £1,500,000 * (Team expansion, ESG, margins systems, pe
Slide 13: Optimisation Plan: Scale HMS Throughput, Enhance Diamond Recovery
KAZERA GLOBAL PLC NOVEMBER 2025 013 Optimisation Plan Raising Circa £1.5m to Scale HMS Throughput, Enhance Diamond Recovery and Strengthen Operations Investment Area Expected Production / Operational Impact Expected Strategic Impact Trommel upgrades increase throughput from 120 tph to 200 tph with p
Slide 14: Optimisation Plan: Expected Production and Revenue Impact
KAZERA GLOBAL PLC NOVEMBER 2025 014 Optimisation Plan Raising Circa £1.5m – Expected Production and Revenue Impact Current Post-Investment ▪ HMS scale up almost triples product output and increases Metric (Expected) (Projected) purity, significantly increasing margins and revenue Heavy Mineral Sands
Slide 15: Catalysts 2024/2025
KAZERA GLOBAL PLC NOVEMBER 2025 15 Catalysts 2024/2025 Kazera Wins First Sale of 10,000 US$11.9m Ruling in Tonnes of HMS Aftan Arbitration March 2025 May 2025 Move to Arbitration on Aftan Sale Agreement September 2024 Acquisition of Further Stake in DBM & WHM First diamonds August 2024 DMB Awarded r
Slide 16: Growth Strategy
KAZERA GLOBAL PLC NOVEMBER 2025 16 GROWTH STRATEGY Asset Optimisation 1 Prioritise operational efficiency and cost-effectiveness across existing assets Scale HMS Operation 2 Bolster raw material supply through the acquisition of additional mining rights and scaling up from pilot plant 3 Sustainabili
Slide 17: Investment Criteria & Process
KAZERA GLOBAL PLC NOVEMBER 2025 17 INVESTMENT CRITERIA & PROCESS FLEXIBLE APPROACH RIGOROUS POTENTIAL COMMITMENT TO TO EACH INVESTMENT SELECTION PROCESS EXIT STRATEGIES RESPONSIBLE INVESTING • Global focus, primarily on Key evaluation criteria include: Detailed analysis of potential • Prioritises in
Slide 18: Investment Case
KAZERA GLOBAL PLC NOVEMBER 2025 18 INVESTMENT CASE Strategic investments, operational efficiencies, and asset growth Positioned Robust Clear path Efficiencies Self funding Sustainable for growth markets to profit Focused on driving Multiple interest Focused on Unique opportunity Future growth Focuse
Slide 19: Board of Directors
KAZERA GLOBAL PLC NOVEMBER 2025 19 BOARD OF DIRECTORS Dr. John Wardle Dennis Edmonds Geoff Eyre Non-Executive Chairman Chief Executive Officer Non-Executive Director Dr. Wardle is an experienced drilling engineer Mr. Edmonds is a qualified lawyer in South Mr. Eyre is an experienced finance professio
Slide 20: Corporate Snapshot
KAZERA GLOBAL PLC NOVEMBER 2025 20 CORPORATE SNAPSHOT South African diamond & HMS mines now delivering cash flow and profits which could grow considerably Capital Structure as at 14 November 2025 LON:KZG DTR5 Holders with interests >3% of issued share capital as at 14 November 2025 Issued Ordinary S
Slide 21: Appendix
KAZERA GLOBAL PLC NOVEMBER 2025 21 APPENDIX
Slide 22: Illustrative Production Flowchart: Current - Expected
KAZERA GLOBAL PLC NOVEMBER 2025 022 Illustrative Production Flowchart Current - Expected Large stones Stones & and rocks shells Shells, silica Silica 8% 20 % 40 % 7 tph 130 tph 130 tph 130 30/40 Excavator 130 tph Front- 120 tph 100 tph Articulated tph Vibramech Trommel tph Spirals Collects Sand End
Slide 23: Illustrative Production Flowchart: Post Investment - Projected
KAZERA GLOBAL PLC NOVEMBER 2025 023 Illustrative Production Flowchart Post Investment - Projected Large stones and Stones & Silica Silica rocks Shells DragFlow 8% 20% 45 % 6 tph Collects Sand 280 tph 60/70tph From Beach 400 tph Front- End 258 tph 206 tph 29 Vibramech Trommel Stockpile tp Spirals Loa
Slide 24: Kazera Global Plc
Kazera Global Plc 78 Pall Mall, London, SW1Y 5ES info@kazeraglobal.com +44 20 3781 8331 @KazeraGlobalInv www.kazeraglobal.com Financial PR St Brides Partners Ltd kazera@stbridespartners.co.uk
Kazera Global — Investor Presentation (November 2025) on 6ix