Botswana Minerals Plc · LSE:BMIN
Botswana Minerals — Botswana Diamonds — Investor Presentation (August 2017)
23 slides from Botswana Minerals's investor presentation, August 2017
Slide 1: Botswana Diamonds
BOTSWANA
Slide 2: Disclaimer
Disclaimer This document is personal to the recipient and has been prepared and issued by Botswana Diamonds plc (the Company) For the purposes of this notice, the presentation that follows (the Presentation) shall mean and include the slides that follow, the oral presentation of the slides by the Co
Slide 3: Introduction
Introduction BOD Corporate Presentation 2017 3
Slide 4: The Opportunity
The Opportunity AIM: BOD Dual listed in London and Botswana BSE : BOD Team with prior successful commercial diamond discovery EXPERIENCED MANAGEMENT (chiefly AK6/Karowe): African Diamonds plc returned 25x investment plus BOD Development of quality, advanced, primary diamond VISION deposits and gener
Slide 5: Highlights and Projects
Highlights 3 PROJECTS Vutomi Earn-In. Flagship Project: Zebediela An agreement with Vutomi which has SOUTH AFRICA prospecting rights over 20 high interest kimberlites and 50,000 hectares of highly prospective ground in South Africa Botswana Diamonds/Alrosa Joint Venture BOTSWANA 50/50 joint vent
Slide 6: Why Diamonds?
Why Diamonds? Powerful industry fundamentals Clear supply-demand gap emerging Chinese & Asian demand causing a shift from historic consumer markets of the US, Japan and Europe Marketing to Millennials a key growth driver No significant discoveries in last 10 years other than Karowe (Botswa
Slide 7: South Africa
South Africa BOD Corporate Presentation 2017 7
Slide 8: Exploration in South Africa
Exploration in South Africa KEY FACTS A confluence of: Perceptions of high risk and barriers to entry for South Africa An historic legacy of South Africa as the domain of De Beers, which has shifted its exploration focus elsewhere in the world over the last 10 years Limited competition for exp
Slide 9: The Vutomi Deal
The Vutomi Deal KEY POINTS BOD will offer a total of 100 million shares and £942,000 in cash to acquire 72% of Vutomi structured as follows: Option Fee on signature: £61,000 in shares (3.2 million) and £61,000 cash (at a share price of 1.9 pence): Done Phase 1 (12 months): spend £215,000 to ea
Slide 10: Vutomi Flagship Project: Zebediela
Vutomi Flagship Project: Zebediela NEARBY DIAMOND MINES Marsfontein Mine Pipe was 0.4 Hectares in size Produced 1.9M carats with an average grade of 172cpht Diamond value of $128/ct (BCOS +1.2mm) Return on the $25M investment achieved in less than 4 days Mine was operated by a De Beers / S
Slide 11: Vutomi Flagship Project: Zebediela
Vutomi Flagship Project: Zebediela EXPLORATION RESULTS Consolidation of Frischgewaagt, Hartbeesfontein and Doornrivier into 2,771 Hectare project First phase of drilling and detailed ground geophysics completed. Second phase drilling commenced Dyke has a minimum strike length of 7.5 km with at
Slide 12: Ontevreden
Ontevreden EXPLORATION RESULTS Samples from depression submitted for whole rock geochemistry: results confirm Group 2 kimberlite similar to Helam cluster Geophysics conducted comprised a high resolution magnetometry survey. Circular grain anomaly of 3 Petra’s Helam Mine, made up of east to w
Slide 13: Vutomi: Blue Sky Potential & Balanced Project Pipeline
Vutomi: Blue Sky Potential & Balanced Project Pipeline OPPORTUNITY Summary 20 high-interest kimberlites already identified on the various prospecting rights 10 prospecting rights encompassing nearly 50,000 hectares of highly prospective ground A portfolio of highly prospective multi-stage expl
Slide 14: Botswana
Botswana BOD Corporate Presentation 2017 14
Slide 15: Exploration in Botswana
Exploration in Botswana KEY FACTS Botswana, a diamond exploration country: World’s best address for diamond investment The Switzerland of Africa; stable, wealthy democracy Continued political stability Good governance and prudent economic and natural resource management Robust economic gro
Slide 16: Botswana Diamonds/Alrosa Joint Venture
Botswana Diamonds/Alrosa Joint Venture KEY FACTS Alrosa, a GBP8Bn Russian stock exchange listed diamond company Sunland Minerals JV 50/50 heads up; 2017 joint budget of US$1.75m 19 Prospecting Licences (PL) held by Sunland Minerals, the JV company 9 in the Orapa area and 10 in the Kalahari
Slide 17: Maibwe Joint Venture with BCL
Maibwe Joint Venture with BCL KEY FACTS Maibwe is a Joint Venture owned by BCL (51%), Future Minerals (20%) and Siseko (29%) Siseko is 51% owned by BOD BOD has a 15% carry through to Bankable Feasibility Study 10 licences held by Maibwe in the Kalahari Surrounding area hosts Gem’s Ghaghoo
Slide 18: Corporate
Corporate BOD Corporate Presentation 2017 18
Slide 19: Company Summary
Company Summary CORPORATE INFORMATION SIGNIFICANT SHAREHOLDERS Exchanges AIM (LSE) /BSE Shareholders who hold more than 3% % Holding John Teeling 11.8 Ticker BOD Pershing International Nominee 7.0 Shares in Issue 459 M SVS (Nominees) Limited 5.6 Market Cap £6.8 M James Finn 5.5 HSBC Global Nominees
Slide 20: Management Team
Management Team John Teeling - Executive Chairman Founder of a number of listed resource companies, including African Diamonds. Corporate transactions in recent years have returned US$250M to shareholders. Holds a doctorate in business from Harvard Business School as well as an MBA from Wharton. Jam
Slide 21: Peer Comparison
Peer Comparison Company Flagship Location Resources Exchange Market Cap Property of Listing A diamond mining company with activities in the Kimberley region of South Africa. The BlueRock South Kareevlei project contains five Kareevlei AIM:BRD £2.23M Diamonds Africa diamondiferous kimberlite pipes an
Slide 22: Summary
Summary Listed on London AIM and the Botswana Stock Exchange Experienced team: Developed the AK6 (Karowe Mine) in Botswana The right addresses with a balanced portfolio of early stage and advanced projects: South Africa Botswana Use of fit-for-purpose technology Partnerships: Vutom
Slide 23: Contact
162 Clontarf Road Clontarf Dublin 3 Ph: +27 83 457 3724 Web: www.botswanadiamonds.co.uk Email: james@botswanadiamonds.co.uk BOD Corporate Presentation August 2017 23
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