Panthera Resources Plc · LSE:PAT
Panthera Resources — Investor Presentation (September 2020)
16 slides from Panthera Resources's investor presentation, Sep 16, 2020
Slide 1: Corporate Presentation
SEPTEMBER 2020 CORPORATE PRESENTATION BUILDING A GLOBAL GOLD BUSINESS Visible gold panned by artisanal miners at our Bassala Project 1 Moydow Holdings Limited
Slide 2: Disclaimer
DISCLAIMER This presentation and all information contained in it (the “Information”) is intended for review solely by those persons who have received the Information with the express consent or approval of Panthera Resources PLC (the “Company”). The information is confidential and shared with the re
Slide 3: Snapshot
SNAPSHOT Unlocking the Potential Within a Multi-million Ounce Portfolio Panthera Resources PLC (Panthera) is an exploration and Au development group focused on gold opportunities in West Africa and India with interests in Germany. Led by recently appointed CEO, Panthera aims to utilise the strength
Slide 4: Board & Management Team
BOARD & MANAGEMENT TEAM Experienced Team with a Strong Track Record Board of Directors Management Team Mike Higgins Tim Hargreaves Mark Bolton Antony Truelove Non-Executive Chairman Non-Executive Director Managing Director Chief Operating Officer BSc (Hons) FAusIMM Bachelor of Science in Geology Bac
Slide 5: Gold Market Overview
GOLD MARKET OVERVIEW Strong Fundamentals Underpinning Gold Price Outlook Key Drivers Gold Price History and Market Forecasts ▪ Large scale fiscal stimulus / QE ▪ Weakening US Dollar ▪ Negative bond yields and real interest rates ▪ Strong investor ETF demand ▪ Rising geopolitical tensions between the
Slide 6: Multiple Gold Projects
MULTIPLE GOLD PROJECTS Diversified Projects, Jurisdictions and Commodities Note: Wholly-owned subsidiary companies are not depicted in the above corporate structure. *50-55% 95% 14.2% 17% A U Option to B Earning B Earning I acquire 100% Labola Naton Bhukia G 80% 70% Tellerhäuser Tellerhäuser Earning
Slide 7: Moydow Transaction
MOYDOW TRANSACTION AIM:PAT 3m shares & US$350k New Investors ▪ AIM Listed gold explorer with assets in ▪ Nigerian JV holding 3 licences (20% India and West Africa interest earning up to 65%) ▪ Bhukia (India) ▪ US$1m cash subscription from ▪ Taregaon (India) Kiernan family + US$0.5m options ▪ Naton &
Slide 8: Moydow Portfolio
MOYDOW PORTFOLIO Clear Value Catalysts Labola - Burkina Faso ▪ Well defined, parallel vein structures over 9km under consolidated ownership for the first time ▪ Over 65,000m RC and DD drilling completed to date ▪ Exploration Target of 15-30Mt @ 1-1.5g/t Au (0.5 to 1.5Moz)(1) based on historical dril
Slide 9: Panthera West African Assets
PANTHERA WEST AFRICAN ASSETS Bassala - Mali ▪ Located 5km west of the Kodieran mine and 8km NW of the 3.7Moz Kalana mine (Endeavour Mining) ▪ 8km of gold in soil anomaly ▪ Extensive artisanal gold mining activity ▪ Minimal historical RAB drilling identified multiple zones of gold mineralisation Pote
Slide 10: India and Germany
INDIA AND GERMANY Bhukia - India Taregaon - India ▪ Bhukia is a very large gold ▪ Potential to be a large porphyry system, located in Rajasthan, copper-gold system in Madhya India Pradesh, India ▪ In 2014, the GSI reported a non ▪ Malanjkhand copper deposit, JORC-compliant resource estimate which li
Slide 11: Anticipated Timeline
ANTICIPATED TIMELINE West African Activity Providing Bounteous Catalyst Events 2020 2021 Q2 Q3 Anticipated Activity Window CEO Appointed & Moydow PAT Corporate Capital Raising Transaction Labola Project Data Compilation Resource Review QaQc for JORC, JORC Resource Estimation, Metallurgical Review &
Slide 12: Share Price Performance
SHARE PRICE PERFORMANCE Share Price is Yet to Respond to Positive Gold Outlook PAT Relative Share Price Performance (2020YTD) 180 Index Base 100 160 140 120 100 80 Gold Price Index NEW Capital Moydow PAT Share Price CEO Raising RNS ASX Gold Index 60 Jan Feb Mar Apr May Jun Jul Aug The above chart co
Slide 13: Growth Potential
PLATFORM FOR GROWTH Building Momentum from Sound Value Blocks US$ Potential to unlock Bhukia value Growth Potential Revitalised PAT Management Team Planned Field Activity (Moydow + PAT) PAT Underperformance Against Gold Sector PAT African Gold Assets (Naton + Bassala) US$5m PAT Mkt Moydow Holdings L
Slide 14: Capital Structure
CAPITAL STRUCTURE Register Well Leveraged to Potential News Flow As at 31 July 2020, there were 95 shareholders holding 84,984,410 shares and 4,684,796 options and 4,747,149 warrants. Class Expiry Date Exercise Price Quantity Fully Paid Ordinary Shares 84,984,410 Options 6 October 2021 A$0.2 2,190,0
Slide 15: Strong Value Proposition
STRONG VALUE PROPOSITION Moydow Transaction Kick Starts African Activity Strong underlying gold fundamentals and gold equities demand Six gold projects in Burkina Faso, Mali and Nigeria Two additional gold projects in India including world class Bhukia Transformational agreement with Moydow with fun
Slide 16: Company Contacts
COMPANY CONTACTS Mark Bolton Mike Higgins Managing Director Non-Executive Chairman E: mark.bolton@pantheraresources.com E: mike.higgins@pantheraresources.com M: +61 (0) 411 220 942 M: +61 (0) 418 189 686 M: +44 (0) 791 775 6290 Simon Woods - Financial Public Relations Vigo Communications Limited Sac
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