Minbos Resources Limited · ASX:MNB
Minbos Resources — Investor Presentation (December 2024)
21 slides from Minbos Resources's investor presentation, December 2024
Slide 1: Building the Cabinda Phosphate Fertilizer Project
Building the Cabinda Phosphate Fertilizer Project Corporate Presentation December 2024 ASX:MNB
Slide 2: Delivering the Cabinda Phosphate Plant
Delivering the Cabinda Phosphate Plant Investment Highlights DECEMBER 2024: MINBOS LANDS US$22M IN DEBT & EQUITY FUNDING & COMMENCES CONSTRUCTION – US$10 million equity investment from Angolan Sovereign Wealth Fund 1 – US$12 million term sheet signed with Banco Bai2 – Construction contract signed3 –
Slide 3: Disclaimer
Disclaimer Some of the statements appearing in this announcement may be in the nature of forward-looking statements. You should be aware that such statements are only predictions and are subject to inherent risks and uncertainties. Those risks and uncertainties include factors and risks specific to
Slide 4: Company Overview – Capital Structure
Company Overview Capital Structure SECURITIES Number (M) Price Expiry 912M $A89M $A8M $A81M Shares on Issue Dil. MCap* Cash* Enterprise Value FPO 912,192,469 LISTED OPTIONS $0.088 MNBOB: 102,241,430 7c 3 Jul 2026 UNLISTED OPTIONS MNBOPT3 12,000,000 10c 30 Apr 2025 MNBOPT5 20,000,000 10c 1 Jul 2025 M
Slide 5: All the conditions for Angola to be the breadbasket of Africa
All the conditions for Angola to be the breadbasket of Africa Millions of acres of arable land, fast growing and hungry populations…and no fertilizer 36M 57M ha 5M ha Population Arable Land Cultivated Land Angola has been a global agriculture powerhouse – World’s fourth largest coffee producer – Exp
Slide 6: Cabinda Phosphate Fertilizer
MNB Phosphate Fertilizer added Cabinda Phosphate Fertilizer Project ASX:MNB | 6
Slide 7: Watch it Grow
Minbos Field Trial Watch it Grow Angola’s largest farm ASX:MNB | 7
Slide 8: Cabinda Phosphate Rock
Cabinda Phosphate Rock Cabinda Phosphate Soft Organic Simplicity High Phosphate grade 30.1% P2O51 High Reactivity 8.7 to 9.5% P2O52 Longlife Project 25-year mine life3 Easy Mining free digging Easy Beneficiation organic product 1Proven and Probable Ore Reserve grade – refer to Minbos ASX release dat
Slide 9: Cabinda Phosphate Project
Cabinda Phosphate Project High-grade Phosphate rock fertilizer mined and processed in Cabinda Cabinda Project Subantando Capacity: – 187,500 tpa (Stage 1) – 400,000 tpa (Stage 2) Cabinda Port for Stage 1 Local Porto do Caio for Stage 2 Export Scheduled opening 2025 1ASX Announcement – DFS delivers c
Slide 10: 2022 DFS Financials - Cabinda Phosphate Project (Stage 1 & 2)
2022 DFS Financials - Cabinda Phosphate Project (Stage 1 & 2) Compelling DFS1 including Stage 2 expansion in year 7 Definitive Feasibility Study PHYSICALS UNIT RESULT Mine Life (Base-case) Years 20 Plant Capacity (One Plant Capacity) ktpa 150 Average head grade P205 30.1% Base-case fertilizer produc
Slide 11: Significant improvements post DFS
Significant improvements post DFS Simple flowsheet, CAPEX savings, reduced haulage, sales bought forward Key updates since DFS1 1) Stage 1 CAPEX savings2 2) Stage-2 CAPEX savings 3) New Plant, Subantando, – Simplified flowsheet has – CAPEX for Stage-2 offers significant transport identified capital
Slide 12: Cabinda Phosphate Project Funding
Cabinda Phosphate Project Funding Compelling Stage-1 with only US$25 million to spend to get into Production Funding Available Funding Required US$10M Equity from FSDEA Stage-1 Civils US$6.7M Angolan Sovereign Fund to invest US$10M. US$6.7M contract signed with Arliz to complete USS6.4M has been rec
Slide 13: Export Plans
Export Plans
Slide 14: Phosphate Export Plans - Porto do Caio 2026
Phosphate Export Plans - Porto do Caio 2026 IDC controlled entity interested in 200,000tpa for South African business Key Considerations Mineral Resource Statement Cácata Phosphate Project as of 31 October 2021 – 8.4Mt total Mineral Resource (Measured + Indicated + Resource Update for High-Grade Cab
Slide 15: Capanda Green Ammonia Project
Capanda Green Ammonia Project
Slide 16: Minbos Signs Cooperation Agreement with Talus Renewables
Minbos Signs Cooperation Agreement with Talus Renewables1 Talus’ modular ammonia technology to produce lower-cost, carbon-free ammonia at Capanda Minbos has: – Lowest cost renewable power feedstock in the world (USD1.1c/kWhr) from the Capanda Hydroelectric Dam2 – Capanda located 300km closer to agri
Slide 17: 200MW Of The Cheapest, Greenest Power Globally
200MW Of The Cheapest, Greenest Power Globally The only green Ammonia Project that makes sense Success Parameters Minbos 20-year green power concession Availability of electricity MOU with Angolan power authority (RNT-EP) secured 200MW of Zero- Carbon hydroelectrical power: - Initial 100MW at US $0.
Slide 18: Africa Inland Premium
Africa Inland Premium Our US$200/t local for local advantage What makes our Project Competitive – Cheap Electricity – High quality water – Markets at the Factory Gate Africa Inland Premium* – Producing Ammonia and its derivative products proximal to inland markets eliminates significant delivery cos
Slide 19: Why invest
Why invest Build Cabinda, grow green ammonia, look to the future 2025 we build it Green Ammonia Export Markets – Construct the Cabinda – Feasibility – Utilise rail and ports for Fertilizer Plant value added export – Partnerships market – Commence Mining – Talus BOO funding and – First Sales executio
Slide 20: Angola has land, water, renewable energy & youth
ANGOLA HAS LAND, WATER, RENEWABLE ENERGY & YOUTH GROWING AN AFRICAN NUTRIENT BUSINESS
Slide 21: Risk Factors
Risk Factors Risks with Operating in Angola equipment, mechanical failure or plant breakdown, unanticipated metallurgical problems which may affect extraction costs, adverse weather conditions, industrial and environmental accidents, industrial disputes and unexpected shortages or increases in the c
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