Ngex Minerals Ltd. · TSX:NGEX
Ngex Minerals — Investor Presentation (March 2021)
21 slides from Ngex Minerals's investor presentation, March 2021
Slide 1: A New Growth Vehicle
CORPORATE PRESENTATION A NEW GROWTH VEHICLE A Lundin Group Company MARCH 2021 NO GUTS NO GLORY TSXV: NGEX www.ngexminerals.com
Slide 2: Copper Outlook Is Strong
COPPER OUTLOOK IS STRONG EARLY STAGES OF A NEW CYCLE COPPER FUNDAMENTALS STRONG Price is COPPER not……..YET IS THE GREEN METAL
Slide 3: Overview
OVERVIEW GROUND FLOOR OPPORTUNITY TO INVEST IN A NEW LUNDIN EXPLORATION VEHICLE LUNDIN GROUP GROWTH FOCUS EXPLORATION Our goal is a new company making asset. Exploration upside key Project Incubator e.g. Valle Ancho Au- Cu Project OPPORTUNISTIC Focus on value creation potential no strict commodity o
Slide 4: Los Helados - A Strategic Asset
LOS HELADOS- A STRATEGIC ASSET UNDERPINS CURRENT VALUATION - STRONG LEVERAGE TO COPPER PRICE • Very large Indicated copper resource + gold Caserones Mine • Preliminary engineering complete • 10km from lower grade mine owned by our Japanese partners Indicated High grade core 17.6 B lbs Cu ~200 MT @ 1
Slide 5: Los Helados - A Globally Significant Discovery
LOS HELADOS A GLOBALLY SIGNIFICANT DISCOVERY VIEW SOUTH
Slide 6: Comparable South American Copper Deposits
COMPARABLE SOUTH AMERICAN COPPER DEPOSITS 1.00 Ministro Hales 0.90 Operating Mines El Morro 0.80 Projects Candelaria 0.70 El Soldado Solaris Warrintza Los Pelambres CuEq % Norte Abierto 0.60 Filo del Sol Cerro Colorado SolGold Alpala Mantos NuevaUnion Centinela Blancos Zaldivar 0.50 Spence Los Azule
Slide 7: Valle Ancho Copper-Gold Project
VALLE ANCHO COPPER-GOLD PROJECT AN EXAMPLE OF OUR APPROACH • Underexplored 100,000 Ha land package • Argentina side of the Maricunga Gold Belt >100Moz on Chile side • Along the crustal scale Valle Ancho Au lineament Valle Ancho Block Cu • No exploration for almost 20 years superimposed • Option from
Slide 8: Valle Ancho
VALLE ANCHO HISTORICAL DRILL RESULTS* TO FOLLOW UP ASTER ALTERATION MAP • District scale land package • Au • Multiple drill ready targets ‒ Oxide gold • Au ‒ Historical resource ‒ Supergene enriched copper • Extensive regional data set ‒ Historical data >$40M spent ‒ Satellite alteration mapping • C
Slide 9: Valle Ancho Targets
VALLE ANCHO TARGETS MULTIPLE AGES AND STYLES OF MINERALIZATION Oxide Gold, Historical Resource Gold Rich Porphyry Copper 14-12 Ma Miocene Gold system Gold Copper-Gold Porphyry Copper-Moly Copper Skarn Copper-Moly Copper-Moly Slide 9
Slide 10: Nordin Gold Target
NORDIN GOLD TARGET Gold Porphyry + Epithermal High Sulfidation Mineralization Banded quartz veinlets View to NW • Large scale gold target • Oxidized to between 80m and 100m depth • Historical shallow drill results • 62 m @1.02 g/T • 84 m @1.15 g/T • 14 m @ 1.15 g/T Drill intercepts are historical re
Slide 11: La Quebrada Target
LA QUEBRADA TARGET Gold Rich Porphyry Copper VALLE ANCHO • Large 2.5 x 0.85 Km zone of hydrothermal alteration exposed in an erosional window • Mineralization appears to extend under younger cover rocks Slide 11
Slide 12: La Austral Target
LA AUSTRAL TARGET Epithermal Au-Ag in silicified breccias - New Area identified last season • Up to 7 g/t Au and over 700 ppm Ag in rock chips • Never drilled Slide 12
Slide 13: New Business Development
NEW BUSINESS DEVELOPMENT MAIN FOCUS • Opportunistic Cu ‒ Mix of base hits and swings for the fences • Copper, Gold Focus Ag • South America + • Will stretch for exceptional opportunities Au
Slide 14: A Tried and True Business Model
A TRIED AND TRUE BUSINESS MODEL USE OUR TEAM AND EXPERTISE FIND A IMPROVE IT REPEAT GOOD PROJECT MONETIZE Slide 14 NGEX Minerals | A New Growth Vehicle - Corporate Presentation
Slide 15: Lundin Companies' Success
LUNDIN COMPANIES’ SUCCESS BUILT ON EXPLORATION AND DEVELOPMENT SHAREHOLDER RETURN ON INVESTMENT- PAST PROJECTS HAVE GENERATED MORE THAN $15 BILLION OF VALUE 850% 1,757% Lundin Mining International Musto 2004 (EuroZinc) 1995 1,091% Argentina Gold 1999 609% International Uranium 1,041% 558% 2006 Tenke
Slide 16: Investment Thesis
INVESTMENT THESIS • Ground floor opportunity in the brand new Lundin exploration vehicle • Experienced, successful team • Strong network to source opportunities • Access to capital THIS IS THE START OF THE NEXT BIG THING Slide 16 NGEX Minerals | A New Growth Vehicle - Corporate Presentation
Slide 17: No Guts No Glory
A Lundin Group Company NO GUTS NO GLORY Company Head Office NGEx Minerals Ltd. Suite 2000 - 885 West Georgia Street EXPERIENCED AND SUCCESSFUL EXPLORERS Vancouver, BC Canada V6C 3E8 Telephone: (604) 689-7842 Fax: (604) 689-4250 Email: info@ngexminerals.com Investor Relations Amanda Strong Telephone:
Slide 18: Cautionary Note Regarding Forward-Looking Statements
CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS Certain statements made and information contained herein in the presentation constitutes “forward-looking information” and “forward-looking statements” within the meaning of applicable securities legislation (collectively, “forward- looking inform
Slide 19: Los Helados Mineral Resource Estimate
LOS HELADOS MINERAL RESOURCE ESTIMATE )Notes to accompany Los Helados Mineral Resource table Mineral Resource estimate has an effective date of April 26, Los Helados Indicated Mineral Resource 2019. The Qualified Person for the estimate is Mr. Gino Tonnage Resource Grade Contained Metal Zandonai, RM
Slide 20: Stock Overview
STOCK OVERVIEW TSXV: NGEX Share Holdings Share Price & Capital Structure Share Price (CA$) Issued & Outstanding Market Cap. high/low 2.50% 01/12/21 Shares (M) (CA$ M) (CA$) 35.70% $0.55 124.8 $70M $0.69/ $0.24 2.34% Institutions Insiders Lundin Trusts Slide 20 NGEX Minerals | A New Growth Vehicle -
Slide 21: Leadership Team - Exploration Experience
LEADERSHIP TEAM- EXPLORATION EXPERIENCE Management Board WOJTEK WODZICKI BILL RAND ADAM LUNDIN CEO & Director Chairman Director Geology Ph.D, P. Geo 30 years international Securities Lawyer (ret.) Senior Securities and Executive exploration management and business Business Adviser to Lundin Manageme