Botswana Minerals Plc · LSE:BMIN
Botswana Minerals — Botswana Diamonds — Investor Presentation (December 2018)
29 slides from Botswana Minerals's investor presentation, December 2018
Slide 1: Botswana Diamonds Corporate Presentation - December 2018
BOTSWANA DIAMONDS ric Corporate Presentation - December 2018 +) 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 ofthis notice, the presentation that follows the Presentation shall mean and include the slides that follow, the oral presentation of the slides by the Compa
Slide 3: Botswana Diamonds
BOTSWANA DIAMONDS ric AIM: BOD, BSE: BOD ————_ Dual listed London & Botswana EXPERIENCED -———— Prior successful commercial diamond discovery (AK6/Karowe): MANAGEMENT African Diamonds plc returned 25x investment VISION Development of quality, advanced, primary diamond projects Balanced project pipeli
Slide 4: Why Diamonds?
WHY DIAMONDS? eughdhomond spy ond demand, $illors, 2000-2030, * Positive long-term outlook: diamond prices ese ain oto fundamentally driven by supply-demand dynamics and economic growth * Rough diamond supply: predictable and stable until 2030 * Rough diamond demand: expected to grow 1-4% per annum
Slide 5: Kimberlites in southern Africa
― ― ― ― Kimberlites in southern Africa. ― Source: De Wit et al, June 2016 5
Slide 6: Investment: Exploration Activities
a mm ——— Investment EXPLORATION ACTIVITIES Heritage C Sunland Minerals Thorny River ¢ oncession @ Maibwe® Free State o C2 ¢ 52 Palmietgat Mooikloof — > Botswana South Africa Zimbabwe Time Confidence Risk le
Slide 7: Map source: Brook, 2012
― • • • • • • • • • Map source: Brook, 2012 on 11IKC website • 7
Slide 8: +11 Diamond Sieve +9 Diamond Sieve
― • • • • • • • • • +11 Diamond Sieve +9 Diamond Sieve 8
Slide 9: Exploration in Zimbabwe
EXPLORATION IN ZIMBABWE * Zimbabwe: Open for business following the democratic elections Long history of diamond production at River Ranch, Murowa and contains the prolific Marange Diamond Field * Vast Resources plc: MoU signed with Vast to develop Zimbabwe's diamond potential BOD has 13.3% of an SP
Slide 10: 2019 news flow
BOTSWANA DIAMONDS -ic 2019 news flow * Botswana * Prospectus & sales process for Maibwe * New partner & updated exploration results for Sunland Minerals * South Africa * Regulatory approval, in-fill drilling & commencing mining at Thorny River * Free State delineation drilling «Exploration results f
Slide 11: Botswana Diamonds
BOTSWANA DIAMONDS -ic * Listed on London AIM and the Botswana Stock Exchange * Experienced team which [ posed G eee developed the AK6 (Karowe Mine) in [| 4 gpl - 7 Botswana a : + The right address with a balanced ae pout portfolio of early stage and rr PALMIETGAT EAST) - advanced kimberlite projects
Slide 12: Botswana Diamonds contact details
12 BOTSWANA DIAMONDS -ic Corporate Presentation - December 2018 Ne —"<—__ BOTSWANA DIAMONDS ptc 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/Botswan
Slide 13: Appendices
APPENDICES Corporate Presentation - December 2018 BOTSWANA DIAMONDS etc 13 —
Slide 14: Exploration Activities
EXPLORATION ACTIVITIES Corporate Presentation - December 2018 BOTSWANA DIAMONDS etc 14 a
Slide 15: Exploration in Botswana
EXPLORATION IN BOTSWANA Botswana IS diamond country 15 World’s best address for diamond investment The Switzerland of Africa; stable, wealthy democracy Continued political stability; rule of law; good title Good governance; prudent economic & natural resource management Robust economic growth suppor
Slide 16: Abundant microdiamonds discovered
16 Abundant microdiamonds discovered * Maibwe Joint Venture owned by BCL (51%), Future Minerals (20%) and Siseko (29%) * Sisekois 51% owned by BOD * BOD hasa 15% carry through to Bankable Feasibility Study * 10 licences held by Maibwe in the Kalahari * Surrounding area hosts Gem's Ghaghoo mine and P
Slide 17: Geophysical anomalies
― • • • • Geophysical anomalies • Garnet Chromium Diopside Olivine Ilmenite 17
Slide 18: Exploration in South Africa
18 EXPLORATION IN SOUTH AFRICA Aconfluence of: Perceptions of high risk and barriers to entry A historic legacy of South Africa as the domain of De Beers, which is no longer the case Limited competition for exploration ground Latest generation diamond exploration technologies not yet applied And the
Slide 19: +11 Diamond Sieve +9 Diamond Sieve
― • • • • • • • • 19 +11 Diamond Sieve +9 Diamond Sieve
Slide 20: Vutomi Venture: Free State Kimberlites
VUTOMI VENTURE: FREE STATE KIMBERLITES Exploration Results ¢ Eight kimberlite pipes identified in the Free State from historical diamond production records and ground truthing * Kimberlites confirmed through whole rock geochemistry * Detailed ground geophysical survey completed with kimberlite pipe
Slide 21: Vutomi Venture: Palmietgat
VUTOMI VENTURE: PALMIETGAT * The Palmietgat area comprises six rh - \ Yom diamondiferous kimberlite pipes of which ey. three fall within the granted prospecting rights area * Area contiguous to the Palmietgat Mine, formerly operated by Trivalence, with production statistics: * Extracted 63,379 cts o
Slide 22: Vutomi Venture: Mooikloof
VUTOMI VENTURE : MOOIKLOOF Exploration Potential * 2.5hectare diamondiferous kimberlite OOF PROSPECTING RIGHT WW pipe discovered by De Beers in 1986 * Adjacent to The Oaks diamond mine, which = ee een was a 1 hectare kimberlite pipe, produced 1.4M ou carats at a grade of 53 cpht and diamond value of
Slide 23: Memorandum of Understanding signed with Vast
23 Memorandum of Understanding signed with Vast Resources plc to develop diamond resources in Zimbabwe BOD has 13.3% of an SPV with Vast to develop the Heritage Concession in the Marange Diamond Fields Positive desktop study anc site visit to the Heritage Concession Agreed work programme of field ma
Slide 24: Corporate
CORPORATE Corporate Presentation - December 2018 BOTSWANA DIAMONDS etc 24 a
Slide 25: Company Summary
25 COMPANY SUMMARY CORPORATE INFORMATION Exchanges AIM (LSE) /BSE Ticker BOD Shares in Issue 509M Market Cap £3.3M Share Price 0.66 p (20/11/2018) SIGNIFICANT SHAREHOLDERS John Teeling James Finn HSBC Global Nominees Roy Nominees Steve Dalton David Horgan Joe O'Farrell TD Waterhouse (Europe) Ltd % H
Slide 26: Company Summary
26 COMPANY SUMMARY 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. Ja
Slide 27: ― 4-5-6 18-19
― 1 2 4-5-6 8 9 7 3 10 13 11 12 14 15 16 17 18-19 20 27
Slide 28: Company Summary
COMPANY SUMMARY Flags Exchange Property caibitels Adiamond mining company with activities in the BlueRock Kimberley region of South Africa. The Kareevlei project Diamonds Kareevlei South Africa contains five diamondiferous kimberlite pipes andhas = AIM:BRD £1.24M an inferred mineral resource of 359,
Slide 29: Botswana Diamonds contact details
29 BOTSWANA DIAMONDS -ic Corporate Presentation - December 2018 Ne —"<—__ BOTSWANA DIAMONDS ptc 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/Botswan
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