Red Rock Resources Plc · LSE:RRR
Red Rock Resources — Investor Presentation (July 2020)
26 slides from Red Rock Resources's investor presentation, July 2020
Slide 1: Red Rock Resources Plc
RED ROCK RESOURCES Plc London Stock Exchange AIM Listed: RRR
Slide 2: Key gold exposures, steady focus on revenue growth
A Rigsiegov OIR OFMEURE VALUE © KEY GOLD EXPOSURES STEADY FOCUS ON REVENUE GROWTH
Slide 3: Natural Resource Developer: Primed for Performance
)) REDROCK Natural Resource Developer Revenue Foundations Q N * Manganese Production * Colombian Gold Royalty * Liquid Investments * Gold JV Victoria * Gold JORC Resource - Kenya £0.85m Finance Income * DRC Copper / Cobalt £12.36m Assets * Strategic JMS Holding * Gold and other Royalties £2.8m MC s
Slide 4: Diverse asset portfolio
G £ Rm : Xing DIVERSE ASSET PORTFOLIO
Slide 5: Operations Update
§)/ REDROCK Operations Update Jupiter Mines Colombia yy VN 17.6% Dividend Yield yv VN Gold Royalty - $3M total Value JMS Stake Value to RRR ~ near A$4.5m Est -$10k/qtr from Q4 rising to $40k- e CX) Feasibility for 50% Mn volume increase () () 100k/qtr Possible float of Iron Ore interests DRC - Coppe
Slide 6: Australasia: Victoria gold
REDROCK AUSTRALASIA BA@aaee VICTORIA - THE S Ga e VILTLON GOLD
Slide 7: Victorian Gold Zones
Victorian Gold Zones ‘The discovery of the Victorian Goldfields has...made this the richest country in the world” Victorian Gold Discovery Committee, 1854 Sources: Earth Resources Victoria (recorded figures) (map); GN Phillips and MJ Hughes, Ore Geology Reviews Vol 11, issue 5, Nov 1996, pp 255-302
Slide 8: Gold in Victoria - Then, Now, and Tomorrow
Gold in Victoria - Then, Now, and Tomorrow ‘Twelve goldfields have each produced 30 t Au (approximately one million ounces) from all sources, with Bendigo (697 t), Ballarat (408 t) and Castlemaine (173 t) being the largest: these twelve goldfields have contributed 71% of the combined primary and sec
Slide 9: Mawson Resources Ltd (MAW:TO)
Mawson Resources Ltd (MAW:TO) C$98m
Slide 10: RRAL And Its Neighbours
RRAL And Its Neighbours NERROCK Victoria Golden Triangle [ RRAL District Scale Gold Opportunity } 7 ' | | te Ay AUSTRALASIA Image Larsatlicopernicus a hy Google Earth www. rrrpic.com Investor Presentation 10
Slide 11: Jupiter Mines
Jupiter RRR: 0.9% Mines ais ww Manganese Producer - South Africa lron Ore Assets — Western Australia
Slide 12: Stake in Tshipi Mine
: IMS Stake in Tshipi Mine Leading Global Manganese Producer - 3rd Largest Ntsimibintle Mining 37.1% Relisted on ASX April 2018 - A$528m market cap OM Holdings 13% One of Largest and Shallowest Resources Worldwide Experienced Management Team Simple Drill/Blast + Load/Haul Mining 8km Private Rail Sid
Slide 13: Stake valuation
15.83M A$4.3M 0.8% Shares Valuation Stake
Slide 14: Production, Net Assets, EBITDA
H1 Aug 19 FY2019 Production Net Assets EBITDA Cash
Slide 15: Migori Gold Project
Migori. Gold Project RRR: 100% Ang Gold Exploration - Kenya
Slide 16: JORC Resource 1.2Moz
o JORC Resource: o 1.2Moz o Avg Grade: 1.3 g/t o o o
Slide 17: Copper/Cobalt Exploration Upside
y c# GOPPER/COBALTIV" Exploration U pside
Slide 18: DRC cobalt supply and demand
o 66%+ of o World’s Cobalt Mined in DRC o o o o 220,000 30,000 26,000 o 180,000 o 22,000 o o 140,000 18,000 o • 14,000 100,000 o • 10,000 o • 60,000 2014 2015 2016 2018e 2017e 2019e 2020e 2021e 2022e 2023e 2024e 2025e 2017 2019e 2025e 2018e 2020e 2021e 2022e 2023e 2024e • Supply Demand Supply Demand
Slide 19: RRR License Locations
vee RRR License Locations bas, Musonoi ew PE4962 Sam sas i TenkeFungurume~ Ss 4, —_ . Kasombo South PE2360 PRIME CENTRAL AFRICAN COPPER BELT TERRITORY www. rrrpic.com Investor Presentation 19
Slide 20: Tenements in Katanga Segment of the Central African Copperbelt
oO 00 00 0 Tenements in Katanga Segment of the Central African Copperbelt Await end of Lockdown to review situation locally Major mining companies surround RRR holdings All three assets are mining/production licenses Enables fast-track to production and cash flows RRR Share in JV Access to some of t
Slide 21: jay
jay
Slide 22: Avg Grade and Mining Costs
o Avg Grade: o 8 g/t o Mining Costs: o ~$156/t o o o
Slide 23: Significant upside potential
RRR:80% ee Exploration DRC RRR:100% Exploration Ivory Coast RRR:c3% we Exploration Power Metal Resources (AIM: POW) RRR:5.11% ft Oil & Gas Elephant Oil SIGNIFICANT UPSIDE POTENTIAL
Slide 24: Multiple Sources of Cashflow
Multiple Sources of Cashflow Se oc a oe a, Se A eee oe RE aan Uae ‘ ne Py, er ne. oe Deep Portfoliolio w/ Exploration Upside ae ¥ — ——— MC of £2.8m Below Listed Assets www. rrrpic.com Investor Presentation 24
Slide 25: Contact Details
Slide 26: Disclaimer
DISCLAIMER REDROC These presentation slides (the “Slides”) do not constitute an offer to the public or an offer for sale or solicitation to purchase or subscribe for any securities of the Company and they should not be relied on in connection with a decision to purchase or subscribe for any such sec
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