Botswana Minerals Plc · LSE:BMIN
Botswana Minerals — Botswana Diamonds — Investor Presentation (September 2021)
15 slides from Botswana Minerals's investor presentation, September 2021
Slide 1: Botswana Diamonds plc Investor Presentation – September 2021
BOTSWANA DIAMONDS PLC Investor Presentation – September 2021 Drilling kimberlite in the Kalahari Desert
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
Slide 3: BOD is a leading speculative diamond play
BOD is a leading speculative diamond play : • Prime Kalahari acreage – where future discoveries will be made • The Ghaghoo joint venture in the Kalahari gives BOD upside with little cost. • BOD has two known diamond deposits in Botswana, KX36 and Ghaghoo and the Thorny River / Marsfontein discovery
Slide 4: Why Diamonds?
WHY DIAMONDS? Positive industry fundamentals • Rapid V-shaped recovery from COVID, with rough price surges • Positive long-term outlook: dwindling supply of natural diamonds as mines deplete, with few commercial discoveries (only Luaxe, Angola) • Diamond output will shrink from over 50 commercial mi
Slide 5: Botswana Diamonds plc: mission, focus and strategy
BOTSWANA DIAMONDS PLC THE MISSION Deliver capital gains by becoming a diamond producer. We acquire ground, refine opportunities and then joint venture THE FOCUS The Botswana Kalahari, and Thorny River / Marsfontein in South Africa THE STRATEGY • Acquire Assets in the Kalahari − The Ghaghoo Mine The
Slide 6: Botswana Projects
BOTSWANA PROJECTS We focus on the Kalahari - the last frontier for Botswana diamonds. Botswana, a stable democracy, is the largest producer of diamonds by value. There are new diamond mines to be discovered in the under-explored Kalahari. Projects 1. The Ghaghoo Mine – BOD has a 10% free carry, on t
Slide 7: Kalahari
KALAHARI • The Kalahari is a sandy basin covering most of Botswana and extending into neighbouring states. • Sand depth ranges up to 80 metres • Water: The Okavango flows into the sand and disappears - but lodges as an aquifer on rocks beneath the sand. Thus mines need to pump. • Climate – Temperatu
Slide 8: Ghaghoo Diamond Mine
GHAGHOO DIAMOND MINE One of the world’s largest available diamond resources • Ghaghoo is a 10.8 Ha kimberlite pipe in central Botswana, currently on care and maintenance, being acquired by BOD / Vast Resources • Fully permitted diamond mine, including mine infrastructure, fit-for-purpose processing
Slide 9: KX36
KX36 The most significant diamond discovery since the Orapa and Jwaneng clusters • KX36 is a 3.5 Ha kimberlite in the Kalahari and is 60-km from Ghaghoo, thus offering synergies • An Indicated Resource of 17.9M tons at 35 cpht, Inferred Resource of 6.7M tons at 36 cpht and modelled grade range of 57
Slide 10: Joint Venture on Sekaka and Sunland Licences
JOINT VENTURE ON SEKAKA AND SUNLAND LICENCES • Highlights of agreement: • Diamexstrat (and its partner, Burgundy) can earn up to a 70% interest in BOD’s Sunland Minerals and Sekaka’s Prospecting Licences by delivering a Bankable Feasibility Study. Sekaka Database • Covers 95,000 sq km of ground • Ai
Slide 11: Thorny River, South Africa
THORNY RIVER, SOUTH AFRICA • Thorny River is an extension of the Klipspringer & Marsfontein dyke system • The target is a Marsfontein lookalike. Which was a blow with a 3.5 day CAPEX payback • Extensive prospecting and drilling has to date discovered two diamond-bearing blows, estimated to contain c
Slide 12: Other Exploration Activities
OTHER EXPLORATION ACTIVITIES • BOD holds a net 15% interest in the Maibwe joint venture on 4 licences in the Kalahari where kimberlite pipes containing diamonds have been found • Bulk sample the Marsfontein gravels. This will be a joint venture with local contactors and will commence when COVID rest
Slide 13: Experienced management team
BOTSWANA DIAMONDS PLC Experienced management team John James James David Robert Teeling Campbell Finn Horgan Bouquet ― ― ― ― ― Executive Managing Finance Director Commercial Chairman Director Director Director ― ― ― ― ― Founder of a Over 35-years in Over 20-years Thirty years Antwerp-based number of
Slide 14: Corporate information
BOTSWANA DIAMONDS PLC Corporate information Corporate information Exchanges AIM (LSE) /BSE Ticker BOD Shares in Issue 792 M Market Cap £8.92 M Share Price 1.13 p (27th August 2021) The shares are actively traded on AIM Significant shareholders % Holding Pershing International Nom 15.5 John Teeling 6
Slide 15: Contact details
BOTSWANA DIAMONDS PLC Investor Presentation – September 2021 162 Clontarf Road Clontarf Dublin 3 Ph: +353 1833 2833 Web: www.botswanadiamonds.co.uk Email: info@botswanadiamonds.co.uk Social Media: https://twitter.com/BotswanaDiamond https://www.facebook.com/BotswanaDiamondsPLC/ https://www.linkedin.
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