Dynacor Group Inc · TSX:DNG
Dynacor — Investor Presentation (October 2021)
23 slides from Dynacor's investor presentation, October 2021
Slide 1: Corporate Presentation October 2021
Corporate Presentation October 2021
Slide 2: Forward-looking statements
• This presentation contains certain forward-looking statements regarding operational information, future exploration and development plans and anticipated future production. Words such as, potential”, “building” “inferred”, “if”, “will”, “expect”, “forecast”, “estimate”, “consider”, “may”, “possibl
Slide 3: About Dynacor
dynacor.com About Dynacor • An environmentally and socially responsible industrial gold ore processor • Committed to shareholder returns through monthly dividend stream and stock buyback program • An alternative gold company investment with a proven and profitable business model • Engaged in preciou
Slide 4: 10 Consecutive Years of Profit
dynacor.com 10 Consecutive Years of Profit • Peru’s largest ASM ore purchaser and processor • Dynacor aims to become the world’s leading processor of artisanal, environmentally and socially responsible gold ore • Plans to leverage 22 plus years of expertise and expand business model globally • Strat
Slide 5: Working With ASMs in Peru Since 1998
Working With ASMs in Peru Since 1998 5 5
Slide 6: Future Expansion to Senegal
Future Expansion to dynacor.com Senegal SENEGAL: Partnership with sovereign fund and mining equipment manufacturer PERU: Main operations 6
Slide 7: Production Process
Production Process 7 NOTE: As of June 2021, the corporation increased its processing capacity to 430 TM/D from 340 TM/D
Slide 8: A Productive and Sustainable Supply Chain
A Productive and Sustainable Supply Chain 8
Slide 9: Updated 2021 Financial Forecast
dynacor.com Updated 2021 Financial Forecast Guidance US$ 2021 Market price of gold ($/oz) 1,785 Sales (‘000 $) 185,000+ Reported 0.06 EPS in Q2-2021 Earnings per share C$ 0.30+ Earnings per share US$ 0.24+ 1. 2021 financial guidance is based on an average gold price of $1,785 (U.S.) per ounce; 2. As
Slide 10: Financially Solid & Committed to Shareholder Returns
Financially Solid & Committed to Shareholder Returns In May 2021, Dynacor declared its 2nd dividend increase by 33% dynacor.com The dividend policy is a key component to Dynacor’s strategy to return cash to shareholders. MAY 2021 - DYNACOR CUMULATIVE DIVIDENDS ANNOUNCES 33% INCREASE DECLARED TO SHAR
Slide 11: Stock Price DNG Historical Performance
Stock Price DNG • Long term: 10-year ~ 294.29% • Medium term: 3-year ~ 73.58% Historical • Short term: 1-year ~ 44.50% Performance • 2021: Year-to-Date ~ 54.19% Source: https://www.td.com/ca/markets-research/markets/ (report as of 2021-09-30) 11
Slide 12: Our Sustainability Goals
Our Sustainability Goals 12 12
Slide 13: A Proven Leader in Corporate Social Responsibility
A Proven Leader in Corporate Social Responsibility 13 9
Slide 14: Dynacor's PX IMPACT Clean Gold Program
Dynacor’s PX IMPACT® Clean Gold Program • Environmental, social and ethical practices that respect human rights are an integral part of the PX IMPACT® clean gold program • An investment premium paid by PX Precinox customers on the PX IMPACT® clean gold program • A lasting & positive contribution to
Slide 15: Gold Pouring Operations in Peru since 1998
Gold Pouring Operations in Peru since 1998 • 2021 Ore-Processing Expansion Overview • Expanded to 430 TPD (tonnes per day) capacity from nameplate 300 TPD • Complete in June 2021 • CIP (carbon-in-pulp) circuit includes weighing, assaying, crushing and milling on site • In the hub of ASM high-grade o
Slide 16: EPS History (C$)
dynacor.com EPS History (C$) Covid-19 0.22 0.26 0.19 0.16 0.17 0.10 0.12 0.12 0.13 0.14 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 Dynacor started 2020 with a solid operational performance. However, due to the COVID-19 pandemic, the ore-processing operation stopped. 16 From March 16 to June 5
Slide 17: The Gold Average Selling Price Picture
dynacor.com The Gold Average Selling Price Picture $1,900 $1,800 $1,771 $1,700 $1,600 $1,500 $1,400 $1,392 $1,300 $1,262 $1,244 $1,249 $1,200 $1,157 $1,100 $1,000 2015 2016 2017 2018 2019 2020 USD Per oz Linear (USD Per oz) 17
Slide 18: Senegal's ASM Industry
dynacor.com Senegal’s ASM Industry Rapidly Gaining Ground • Senegal, with a high-growth economy of 6%, is one of Africa’s most stable and gold-rich countries hosting upwards of 10,000 ASMs • Mining in Senegal at the artisanal level started in the Sabodala area in the 1960s, but it took place more ex
Slide 19: Other Assets (Exploration Properties)
dynacor.com Other Assets (Exploration Properties) 1) Tumipampa (South Central Peru) • Advanced stage exploration property • Agreement with ASM mining crew and ore deliveries to Veta Dorada ore processing plant • Awaiting community approval to commence drilling The first phase of twelve (12) drill ho
Slide 20: Tumipampa Drill Program
ON TARGET TO UNLOCK AND MAXIMIZE TUMIPAMPA’S ORE BODY POTENTIAL THROUGH THE DRILL BIT Tumipampa Drill Program ~ Priority 1 Targets (Disseminated Zone) Breccia Sumac: The positive geophysical and surface channel results have defined six (6) shallow high priority drill targets on the Breccia Sumac. Th
Slide 21: Corporate Snapshot Q2-2021
Corporate dynacor.com Snapshot Market Summary Q2-2021 Stock Price (Q2-2021: VWAP) C$2.49 Ticker Symbol DNG – TSX Shares Outstanding (Basic) 39M Warrants Nil Monthly Dividend C$0.0067 Dividend Yield (at June 30, 2021) 3% Insider Ownership 7% Capital Structure Market Capitalization C$97 million Debt N
Slide 22: Analyst Coverage
Ryan Aaron Brennan Irvine Dunn Habetler Analyst Keystone Financial Independent Equity Advisors Coverage “We buy profitable businesses, not just stock symbols.” See more: https://keystocks.com/about-keystone-financial/the- keystone-philosophy/ 22
Slide 23: Dynacor Gold Mines Inc.
DYNACOR Gold Mines Inc. Head Office 625 René-Lévesque Blvd West, Suite 1200 Montreal (Quebec) H3B 1R2 CANADA investors@dynacor.com 514.393.9000 #230