Slide 1: Q3 2024: Positive cashflow commencing with start of HMS and diamond production
Q3 2024 Positive cashflow commencing with start of HMS and diamond production Q4 2024 AIM: KZG.L www.kazeraglobal.com
Slide 2: Disclaimer
Disclaimer The information contained in these slides and the accompanying oral presentation (together, the "Presentation") have not been approved by an authorised person within the meaning of the Financial Services and Markets Act 2000 ("FSMA"). If any person is in any doubt as to the contents of th
Slide 3: Introduction
Introduction AIM listed investment company on the cusp of positive cashflow At a glance Focused on investing in & developing Committed to mining responsibly & Leveraging board expertise to facilitate assets towards meaningful cashflow & investing in the wider communities where it exceptional cash ge
Slide 4: Board
Board Solid track record & extensive investment & operational experience Steps down on Steps down on 25 September 30 October Dr. John Wardle Dennis Edmonds Geoff Eyre Gerard Kisbey-Green Peter Wilson Non-Executive Chairman Chief Executive Officer Non-Executive Director Non-Executive Director Non-Exe
Slide 5: Capital Structure
Capital Structure Positioned for revaluation as assets move into production phase Key Shareholders Capital Structure (at 18.09.24) LON:KZG Ordinary Shares 936,599,523 Catalyse Capital Ltd & Related Parties RS & CA Jennings 28.7% Market Cap. (GBX) £10.3 million Tracarta Limited 5.62% 7.38% Giles Clar
Slide 6: Investment Criteria
Investment Criteria Strategy to use proceeds from divestments to invest in organic & new opportunities & return value to investors • Global remit with primary focus currently on Africa Careful selection process, appraising • Commodity & development stage agnostic fundamental factors specific to an o
Slide 7: South Africa: Current Investments
South Africa Current Investments Moving into production with HMS & diamond assets 7 I Corporate Presentation I Q3 2024
Slide 8: Whale Head Minerals (Pty) Ltd
Whale Head Minerals (Pty) Ltd Snapshot Kazera 70%; Black Economic Empowerment Structure Partners 30% Asset Walviskop Heavy Mineral Sands Project Location South Africa - 5 hectares of beach sand deposit Commodity Heavy Mineral Sands (HMS) Permit Five years with option to extend Status Fully operation
Slide 9: Walviskop HMS Project
Walviskop HMS Project Focus on building production at potentially endless project where mineralisation is being actively replenished • High quality resource • Competitors include Namaqua Sands in Western SA, which has 5.51% of its sands being saleable heavy minerals • Production delayed after slight
Slide 10: Heavy Mineral Sands
Heavy Mineral Sands Garnet Usage Strong demand for Heavy Minerals products • Countries seeking alternative sources of supply to China & Russia as geopolitical landscape evolves • Strong long-term market fundamentals - demand growth outpacing supply • Garnet • One of nature's hardest minerals with hi
Slide 11: Deep Blue Minerals (Pty) Ltd
Deep Blue Minerals (Pty) Ltd Snapshot Kazera 74%; Black Economic Empowerment Structure Partners 26% Asset Alexander Bay Diamond Project Within the Alexkor diamond fields in Alexander Bay, Location South Africa Commodity: Diamonds Mining undertaken on a sub-contract basis for Permit Alexkor, a State-
Slide 12: Alexander Bay Diamond Project
Alexander Bay Diamond Project Operations • Located within the 80km long Alexkor diamond fields between two historic De Beers operations • Area mined for diamonds since 1928 with +10m carats of gem quality diamonds recovered • Estimated circa 2m carats left in the tenement • Current focus on deposits
Slide 13: African Tantalum
African Tantalum 100% ownership only passing once Kazera is paid in full Hebei Xinjian Construction agreed to acquire 100% of African Tantalum Full operational control (and costs) passed to Xinjian with 100% ownership only passing once Kazera is paid in full (Proprietary) Limited for US$13m cash pay
Slide 14: Value Catalysts
Value Catalysts Major achievement to reach the edge of production in just four years Current Q4 2024 Q4 2024 With National Nuclear Regulator Permit in Finalise agreement(s) with HMS off- Increase production at HMS project to place, commenced mining samples in taker(s). Commence limited production 6,
Slide 15: Investment Case
Investment Case Using skills & ambition to create value for all stakeholders 01. SELF FUNDING 02. CLEAR PATH 03. ROBUST MARKETS Future growth to be funded from Focus on increasing scalable Demand for heavy mineral sands significant cashflow generated production and boosting products expected to grow
Slide 16: ESG Committed
ESG Committed Robust ESG & Sustainability mechanisms in place Environmental Social Governance We understand the need to operate with a high We are committed to being an ethical We seek to follow best practice in corporate level of environmental stewardship, mitigating business - building and maintai
Slide 17: Registered Office and contact details
Registered Office: info@kazeraglobal.com Financial PR 33 St James’ Square, +44 20 3781 8331 St Brides Partners Ltd London, SW1Y 4JS @KazeraGlobalInv kazera@stbridespartners.co.uk