Botswana Minerals Plc · LSE:BMIN
Botswana Minerals — Botswana Diamonds — Investor Presentation (June 2017)
21 slides from Botswana Minerals's investor presentation, June 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 diamond discovery (AK6/Karowe) EXPERIENCED MANAGEMENT with John Teeling as Chairman and James Campbell as MD Development of quality, chiefly advanced, primary diamond VISION deposits and generally close
Slide 5: Highlights
Highlights PROJECTS Botswana Diamonds/Alrosa Joint Venture 50/50 joint venture between BOD and Alrosa (Sunland Minerals) in the Orapa and Central Kalahari Game Reserve (‘CKGR’). Alrosa are the operators with 19 diamond mines and are the largest diamond producer in the world Maibwe Joint Venture
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 (Lucara
Slide 7: Botswana
Botswana BOD Corporate Presentation 2017 7
Slide 8: 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 9: Botswana Diamonds/Alrosa Joint Venture
Botswana Diamonds/Alrosa Joint Venture KEY FACTS Alrosa - a 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 CKGR Awarded 6
Slide 10: Maibwe Joint Venture with BCL
Maibwe Joint Venture with BCL KEY FACTS Maibwe is a Joint Venture owned 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 CKGR Surrounding area contains Gem’s Ghaghoo mine
Slide 11: South Africa
South Africa BOD Corporate Presentation 2017 11
Slide 12: Exploration in South Africa
Exploration in South Africa KEY FACTS A confluence of: Perceptions of high risk and barriers for 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
Slide 13: 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 14: Vutomi Flagship Project: Frischgewaagt
Vutomi Flagship Project: Frischgewaagt NEARBY DIAMOND MINES Marsfontein Mine Blow was 0.4Ha 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 / So
Slide 15: Vutomi Flagship Project: Frischgewaagt
Vutomi Flagship Project: Frischgewaagt EXPLORATION RESULTS The Frischgewaacht kimberlite is an eastward extension of the Marsfontein blow/dyke system and therefore similar grades are anticipated. First phase of percussion and core drilling completed along a c.1.5km strike length of the c.6km lon
Slide 16: 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 17: Peer Comparison
Peer Comparison Company Property Location Resource Exchange of Listing Market Cap BlueRock Kareevlei South Africa Is a diamond mining company AIM:BRD £2.23 M Diamonds with activities in the Kimberley region of South Africa. The Kareevlei project contains five diamondiferous kimberlite pipes and has
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 11.6 Ticker BOD Pershing International Nominee 7.7 Shares in Issue 379 M James Finn 5.0 Market Cap £5.6 M Rene Nominees 4.8 HSBC Global Nominees 4.8 Share
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 has returned US$250M to shareholders; Holds a doctorate in business from Harvard Business School as well as an MBA from Wharton. Jame
Slide 21: 162 Clontarf Road Clontarf Dublin 3
162 Clontarf Road Clontarf Dublin 3 Ph: +353 1833 2833 Web: www.botswanadiamonds.co.uk Email: info@botswanadiamonds.co.uk BOD Corporate Presentation June 2017 21
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