Kefi Gold And Copper Plc · LSE:KEFI
Kefi Gold And Copper — Shareholder Meeting (March 2024)
9 slides from Kefi Gold And Copper's shareholder meeting presentation, Mar 26, 2024
Slide 1: An Early-Mover in the Arabian-Nubian Shield
AN EARLY-MOVER IN THE ARABIAN- NUBIAN SHIELD GENERAL MEETING WEBINAR 26th MARCH 2024 kefi-goldandcopper.com
Slide 2: Disclaimer
Disclaimer ARABIAN -NUBIAN SHIE 2 kefi-goldandcopper.com Focused On Arabian- Nubian Shield
Slide 3: Growing Interest in the Arabian-Nubian Shield
Growing Interest in the Arabian-Nubian Shield Ivanhoe Electric and Eurasian Resources Group entered Saudi Arabia in 2023; promoting major exploration programs ARABIAN -NUBIAN SHIE Allied Gold raised $267M in IPO, of which $185M was for Ethiopia 3 kefi-goldandcopper.com Focused On Arabian- Nubian Shi
Slide 4: Current Priorities – all Material
Current Priorities – all Material KEFI CAPITAL STRUCTURE GOLD + COPPER Tulu Kapi Gold Project - NPV at $2,166/oz is 5.2 pence per KEFI share: • Project Finance secured Debt Capital: of US$190M between 2 banks AIM (KEFI) ▪ 1st bank Approved. 2nd Bank processing approvals 52 Week High- Low 1.2p – 0.5p
Slide 5: Comparative Valuations
Comparative Valuations KEFI Undervalued vs. Peers, despite High Quality Projects African gold companies Enterprise Value per oz African gold companies Enterprise Value per oz of production US$ of Measured and Indicated Resource 250 200 150 100 50 0 TRE… PDI.… ORE… WAF… PRU… NCA… OSI.V CMCL HUM.L THX
Slide 6: Tulu Kapi Project Economics
Tulu Kapi Project Economics KEFI GROUP OWNERS' PERSPECTIVE TK LENDERS' PERSPECTIVE Assumptions Underlying the Tabulated Scenarios Gold Price (US$/oz) 2,150 1,850 2,150 1,850 Include Valuation for Saudi Development Projects Jibal Qutman and Hawiah YES YES YES NO NO Include any Value for Exploration P
Slide 7: Ethiopia - 2024 Expected Milestones Ahead
Ethiopia - 2024 Expected Milestones Ahead 2024 in Ethiopia - Launch Tulu Kapi and Restart Ethiopian Exploration H1-2024 Preparing Tulu Kapi for Launch • Preparations for signing US$320M Project Finance package: • Approvals by rest of Syndicate to follow the recent approval of Lead Bank • Finalise of
Slide 8: Saudi Arabia - 2024 Expected Milestones
Saudi Arabia - 2024 Expected Milestones Jibal Qutman and Hawiah: Expanding & Upgrading Resources; Optimising Development Plans Ramping-Up Regional Exploration Jibal Qutman Gold & Hawiah Copper-Gold: Expanding and Upgrading Resources and Optimising Development Plans • Report drilling results at recen
Slide 9: Thank You
THANK YOU E: info@kefi-goldandcopper.com Kefiminerals KEFI Gold and Copper kefi-goldandcopper.com
KEFI Gold and Copper — Shareholder Meeting (March 2024) on 6ix