Barton Gold Holdings Limited · ASX:BGD
Barton Gold — Shareholder Meeting (October 2023)
18 slides from Barton Gold's shareholder meeting presentation, Oct 25, 2023
Slide 1: South Australia's 1.3 Moz Au Growth Platform
ASX:BGD FRA:BGD3 OTCQB:BGDFF South Australia’s 1.3 Moz Au Growth Platform 25 October 2023 | Annual General Meeting Presentation Perseverance Mine, Tarcoola Project
Slide 2: Important Notices
Important Notices Disclaimer This document has been approved by the Board of Barton Gold Holdings Limited (ACN 633 442 618) (together with its affiliates, “Barton” or the “Company”) and has been prepared for the exclusive use of the party to whom Barton delivers this document (the “Recipient”). The
Slide 3: Chairman's Address
Chairman’ Address On behalf of the Company, I am pleased to welcome Barton shareholders to this year’s Annual General Meeting. The end of the fiscal year 2023 marks our second full year as a public company, and one with several key achievements which I am proud to highlight, including: • the Company
Slide 4: South Australia's Gold Co
South Australia’s Gold Co Strategic ‘first mover’ advantage re-opening a proven gold district Leading the re-emergence of South Australian gold • South Australia: 25% of Australian gold / 2.5% of production (1) • Central SA: 130 year high-grade gold production history (2) • Under-explored with Multi
Slide 5: FY23 Year in Review
FY23 Year in Review Significant outcomes, more on the way 1 $490,000 gold sale $1,000,000 gold sale Gawler Craton AI R&D Partnership Tunkillia Area 51 grows Tarcoola Perseverance West grows Tunkillia Resources grow 20% → 1.15Moz Tunkillia Area 51 gold zone confirmed $3.5m institutional placement Tar
Slide 6: Material Outperformance
Material Outperformance BGD share performance from June 2021 IPO to end of FY2023 during 2 year IPO Prospectus Period 120% • BGD has performed well in a difficult global market for gold equities 110% • Materially outperforming ASX peers, 100% and global producer indices, over 2 +28% years from IPO t
Slide 7: Building Support & Awareness
Building Support & Awareness Accessible, aligned, and institutionally supported ($AUD) Share Distribution 6 Shares on issue (1) 195.5 million Board & Management Market Cap ($0.235 / share) (2) $46.0 million 60% 23% Institutional & Corporate Cash (3) $9.3 million Enterprise Value (4) $36.7 million HN
Slide 8: Significant BGD Divergence Performance
Significant BGD Divergence Performance and engagement translating to shareholder value vs. gold / gold equities since 2022 AGM 220% • Consistent progress and performance is building awareness of BGD proposition 200% • Asset monetisation initiatives and cost- efficient Resources growth recognised, 18
Slide 9: Looking Forward
Looking Forward Priorities for FY24 & longer-term strategic objectives Cu River Cairn Hill Fe 1 Tunkillia: Keep Building Scale WGCJV Darwin Railway 286koz Au Peak Iron • Continue building Stage 2 platform Peculiar Knob Fe Central Gawler Mill Marmota (MEU) • Efficiencies of scale are the pathway 65
Slide 10: Tarcoola: Unlocking high-grade 'Stage 1' feed
Tarcoola: Unlocking geology Potential high-grade ‘Stage 1’ feed and future ‘Stage 2’ blend across the historical Tarcoola Gold Field Tarcoola Perseverance Mine • Mapping out a new geological model Warburton 16m @ 3.4 g/t Au Tolmer West ~3.8 g/t Au ore (2018) for SA’s home of high-grade gold from 4m
Slide 11: Tunkillia: District Scale Potential
Tunkillia: District Scale Potential 20km+ untested strike on a major shear system Area 51 • Apr 2023: 223 Deposit N upgraded to 1.15Moz Au Area 191 • Satellites: BGD has doubled mineralised strike since IPO • Early days: exciting near- 223 North regional targets with potential to unlock next several
Slide 12: Coming Up: Continuing 2023 pace into 2024
Coming Up Continuing 2023 pace into 2024 H1 H2 H1 Tunkillia CY23 CY23 CY24 Resource drilling Regional exploration drilling Tarcoola Structural interpretation Seismic and targeting Structural / Resource drilling Regional exploration drilling Corporate Institutional Placement & SPP Mineral Resources u
Slide 13: Summary: Platform & performance → Value
Summary Platform & performance → Value Strategic platform with valuable existing infrastructure Growing quickly under strong and aligned leadership Well capitalized with clear development pathway Multiple catalysts and frequent news Accessible in AUD, USD and EUR on Australian, US and German markets
Slide 14: Experienced Leadership
Experienced Leadership Strong SA and gold pedigree Board of Directors Senior Management Ken Williams Alexander Scanlon Non-Executive Chair Managing Director & CEO • ~30 years in mining, aviation & financial services • ~20 years in principal investments and resources • Former CFO Normandy Mining (New
Slide 15: Contact
Contact Barton Gold Level 4, 12 Gilles Street Adelaide SA 5000 contact@bartongold.com.au www.bartongold.com.au Alexander Scanlon Managing Director & CEO a.scanlon@bartongold.com.au +61 425 226 649 Shannon Coates Company Secretary cosec@bartongold.com.au +61 8 9322 1587
Slide 16: BGD ASX Peer Comparators & shareholder return
BGD ASX Peer Comparators By28 name & shareholder return June 2021 – 30 June 2023 Barton Gold Peers Comparators Ticker Status TSR Barton Gold Peers Comparators Ticker Status TSR Barton Gold Holdings Ltd BGD Explorer 6% Musgrave Minerals MGV Explorer -22% Astral Resources AAR Explorer -19% Kairos Mine
Slide 17: JORC (2012) Mineral Resources
JORC (2012) Mineral Resources(1) Table shows complete Mineral Resources Estimate (MRE) for each Project on a 100% basis, with Barton’s ownership interest indicated below each Project’s name Total Attributable endowment of 1,297koz gold reflects Barton’s aggregate pro-rata ownership of each respectiv
Slide 18: Competent Persons Statements
Competent Persons Statements The information relating to Exploration Results and Mineral Resources in this presentation is extracted from the Company’s Prospectus dated 14 May 2021 (Prospectus) and Barton ASX announcements as cross-referenced in the body of this presentation. A copy of the Prospectu
Barton Gold Holdings — Shareholder Meeting (October 2023) on 6ix