Minbos Resources Limited · ASX:MNB
Minbos Resources — Investor Presentation (October 2020)
15 slides from Minbos Resources's investor presentation, Oct 19, 2020
Slide 1: Broker Briefing Presentation
Broker Briefing Presentation OCTOBER 2020
Slide 2: Scoping Study Disclaimer
SCOPING STUDY DISCLAIMER The Scoping Study referred to in this announcement is a preliminary technical and economic investigation of the potential viability of developing the Cabinda Phosphate Project by constructing an open-pit mine and granulation plant to produce Enhanced Phosphate Rock to supply
Slide 3: Company: Current Capital Structure
COMPANY ASX:MNB CURRENT CAPITAL STRUCTURE Shares on Issue (million) 6,503m Share Price cps 0.2cps Market Cap $Am A$13m POST CONSOLIDATION CAPITAL STRUCTURE Shares on Issue* 358m Cash post capital raise ~A$2m *Subject to shareholder approval (3 November 2020) TOP 10 SHAREHOLDERS J P MORGAN NOMINEES A
Slide 4: Scoping Study Results
SCOPING STUDY RESULTS ASSET OVERVIEW Ownership Minbos 85%, Local Partner 15%% carried. Project Cácata Phosphate Project Location Cabinda Province, Angola Commodity Enhanced Phosphate Rock (EPR) 3 Infrastructure Gas, Power, Roads and Regional Port Mining Target (M&I) 6.5Mt @ 30.2% P2O5 21 year mine l
Slide 5: Why Enhanced Phosphate Rock?
WHY ENHANCED PHOSPHATE ROCK? AG-TECH, DESIGNED FOR AFRICAN CONDITIONS, DEVELOPED BY THE IFDC. RAW CABINDA IMPORTED ENHANCED CABINDA PHOSPHATE ROCK WSP FERTILIZER PHOSPHATE ROCK - Raw phosphate rock - 100% water soluble phosphate fertilizer 85% local phosphate rock/15% water - Unsuitable for use in A
Slide 6: The Opportunity
THE OPPORTUNITY Middle Africa as a percentage of Sub Saharan Africa: • comprises 16% of the population; • hosts 22% of the Potential Arable Land, but • uses only 3% of the nutrients. Potential Arable Land in Middle Africa Potential Potential Arable Land Country Land Area (ha) Arable Land (ha) Arable
Slide 7: Fast Track Schedule
FAST TRACK SCHEDULE Q2 - CY20 Q3 - CY20 Q4 -CY20 Q1 -CY21 Q2 -CY21 Q3 - CY21 MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP CORPORATE Investment Contract DFS Capital Raising Construction Raising TECHNICAL Mining Reserves Granulation Design Updated DFS Long Lead Items COMMERCIAL
Slide 8: DFS Key Activities
DFS KEY ACTIVITIES CAIO GRANULATION PLANT The IFDC granulation team and FEECO are working together to provide a quotation for a standard 20tph plant. It is the long lead item and will provide a budget estimate and delivery date to finalise our DFS and funding timeline. MINING AND ROAD TRANSPORT Orel
Slide 9: Funding
FUNDING DFS CAPITAL RAISING - Minbos is marketing for the first time with 85% ownership of the Cabinda Phosphate Project. - The Company has raised $2M to initiate the key DFS activities and fast track the project to production. PROJECT DEVELOPMENT FINANCE - Construction of the Cabinda Phosphate Proj
Slide 10: Our People
OUR PEOPLE BOARD & ADMINISTRATION - Peter Wall – Chairman, Corporate Law Partner at Steinepreis Paganin. - Damian Black - Corporate Advisor, Aesir Capital, resources and technology. - Bill Oliver – Geologist and Mine Development in Australia, Africa and Portugal. - Dganit Baldar – Lawyer, with ten y
Slide 11: Agricultural Trials
AGRICULTURAL TRIALS GREENHOUSE TRIALS CONDUCTED BY THE IFDC have compared Cabinda Blend pots against fresh MAP pots in winter wheat and sorghum crops grown to maturity that confirm the blend almost matches the MAP relative agronomic effectiveness. Comparisons in residual greenhouse crops suggest the
Slide 12: African Agriculture
AFRICAN AGRICULTURE YIELDS NEED TO RISE AND FERTILIZER IS THE KEY CEREAL AND COARSE-GRAIN PRODUCTION - Fertilizer consumption on the African continent to reach 13.6 POTENTIAL, AFRICA, MILLIONS OF TONS4 million tonnes by 2030 compared to 7.6 million tonnes currently1 - Food demand value ~$313 billion
Slide 13: Angola
ANGOLA ECONOMY & POPULATION INCREASE IN PRODUCTION OF - Population 30.8 million AGRICULTURE PRODUCTS 2012-2016 (%)1 - Third largest economy and population growth in Africa - 2019 real GDP 2019 grew 1.2% projected 3.2% in 2020 - Poverty incidence fell from 68% in 2000 to 37% in 2018 - Spending on foo
Slide 14: Competent Persons Statements
COMPETENT PERSONS STATEMENTS The Competent Person with responsibility for the total Mineral Resources of this report is Mrs Kathleen Body, Pr. Sci. Nat, who is an employee of Red Bush Analytics. Mrs Body was a full time employee of Coffey Mining at the time the original Mineral Resource estimation w
Slide 15: Minbos is focused on bringing the Cabinda Phosphate Project into production
MINBOS IS FOCUSED ON BRINGING THE CABINDA PHOSPHATE PROJECT INTO PRODUCTION ... uniquely positioned to address the exponential agricultural growth in Middle Africa. ASX:MNB | 16
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