Geodrill Limited · TSX:GEO
Geodrill — World Outlook Financial Conference 2025
9 slides from Geodrill's conference presentation, February 2025
Slide 1: We Are Geodrill
WE ARE GEODRILL TSX: GEO OTCQX: GEODF World Outlook Financial Conference 2025| Investor Presentation, February 2025| 1
Slide 2: Forward Looking Statements
FORWARD LOOKING STATEMENTS This presentation contains “forward-looking information” and “financial outlook” within the meaning of applicable Canadian securities laws and may contain forward looking information attributed to third party industry sources. These statements and information are predictio
Slide 3: Hard Core Mineral Drillers
HARD CORE MINERAL 25 years of exploration drilling excellence DRILLERS Consistent, recurring revenue from top-tier mining clients Add a KeyStone High Performance Rig Fleet bolsters Top Pick to your profitability with state-of- the-art equipment Portfolio Innovative & Founder-led drives strong alignm
Slide 4: Why Geodrill is a KeyStone Top Pick
Why GEODRILL is a KeyStone Top Pick Established High-Quality Business: GEODRILL is a well- 1 established, cash-generating business that trades at discounted multiples. This means you are investing in a company with a strong financial foundation and significant upside potential Commodity Tailwind: We
Slide 5: Keep it Turning, Keep it Earning
Keep it Turing Keep it Earning OUR BUSINESS MODEL SETS US APART FROM THE INDUSTRY HIGH PERFORMANCE RIG FLEET & STATE-OF-THE- ART FACILITY • Multi-purpose rig fleet attracts top tier clients • High performance rigs drive operation value and revenue • Network of maintenance support facilities ensure o
Slide 6: Fundamentals Bolster Demand
Fundamentals Bolsters Demand The Market Opportunity for Drilling Services is being WE INVESTED IN THE CYCLE Driven by: Revenue EBITDA Rig Count Diminishing Mineral Reserves: 160 100 • As existing mineral reserves are 138.6 95 140 depleted, mining companies are 130.5 91 90 investing more in explorati
Slide 7: Snapshot of Financial Strength
Snapshot of Financial Strength Revenue EBITDA Earnings Revenue (US) EBITDA Earnings $55.0 $180.0 YTD REV $160.0 Up 10% Y/Y $155.0 $45.0 EBITDA $140.0 Up 23%, +45%Y/Y Actual $35.0 $34.1 $120.0 EPS up to $0.21 $109.9 Millions USD $30.3 $100.5 $100.0 Q3 REV $25.0 Up 13% Y/Y $80.0 EBITDA $15.0 up 22% $6
Slide 8: Growth is Key to Re-rate Potential
Growth is Key to Re-rate Potential Strong DiamondConfidence in Future Performance Driven by Long-term Contracts and in the rough Geographic Diversification Geodrill $3.12 Secured $100m Gold in contract $50m $2882/oz wins in contract 82 rigs wins in South America 91rigs 2024 Feb Mar Apr May Jun Jul A
Slide 9: Why Own Geodrill?
Why Own Geodrill? GROWTH strategically positioned for upcycle LONG-TERM contracts generates recurring revenue and free cash flow UNDER THE RADAR DISCOUNTED VALUATION TSX: GEO.T OTCQX: GEODF 9 Investor Presentation, February 2025| 9