Slide 1: Botswana Diamonds plc
BOTSWANA DIAMONDS PLC The only active diamond explorer covering Botswana, South Africa & Zimbabwe African Exploration Showcase – 12th November 2020
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: At a glance
BOTSWANA DIAMONDS PLC At a glance ― AIM: BOD, BSE: BOD Diamond explorer listed in London & Botswana TECHNOLOGY Using advanced exploration technology EXPERIENCED Good history. Discovered AK6/Karowe Mine in Botswana: African MANAGEMENT Diamonds plc returned 25x investment VISION Development of quality
Slide 4: Highlights: Focus areas for 2020 going into 2021
HIGHLIGHTS Focus areas for 2020 going into 2021 ― • Botswana • Detailed review of KX36 resource to plan focused bulk sampling to optimise diamond grade and value • Assess innovative mining techniques to improve capex and opex estimates for KX36 • Target new discoveries using the Sekaka database • Dr
Slide 5: Project portfolio – evaluation continuum
HIGHLIGHTS Project portfolio – evaluation continuum ― RESOURCE INDICATED RESOURCE INFERRED MINERALISATION EXPLORATION TARGET RESERVE KX36 Investment Risk Confidence Thorny River & Marsfontein Marange Maibwe Palmietgat Sunland Minerals Botswana South Africa Zimbabwe Mooikloof 5 Time
Slide 6: Why Diamonds? Positive industry fundamentals
WHY DIAMONDS? Positive industry fundamentals ― • Positive long-term outlook: dwindling supply of natural diamonds due to depletion of existing mines & minimal new commercial discoveries (only Luaxe, Angola) • Short-term pressure on demand & rough pricing due to the Covid-19 Pandemic but a rebound is
Slide 7: Exploration in Botswana
EXPLORATION IN BOTSWANA World’s best address for diamond investment ― • Botswana is the Switzerland of Africa a stable, wealthy democracy • World’s largest diamond producer (by value) with world-leading diamond mines: Orapa, Letlhakane, Jwaneng, Damtshaa and Karowe • Sekaka Diamonds: recently announ
Slide 8: Sekaka Diamonds
SEKAKA DIAMONDS Recently announced transformatory acquisition ― • KX36 a 3.5 Ha kimberlite in the Kalahari • Indicated Resource of 17.9M tons @ 35 cpht* • Inferred Resource of 6.7M tons @ 36 cpht* • Modelled grade range of 57 – 76 cpht* • Diamond value of $65/ct with modelled upside to $107/ct* • Fi
Slide 9: Exploration in South Africa
EXPLORATION IN SOUTH AFRICA Long history of diamond production ― • South Africa: long history of strong diamond production since 1870 • Thorny River: an extension of the Klipspringer & Marsfontein Mine kimberlite dyke/pipe system • Drill targets identified from detailed ground geophysics which could
Slide 10: Exploration in Zimbabwe
EXPLORATION IN ZIMBABWE Open for business ― • Zimbabwe: • 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 an SPV with Vast to develop a concession in th
Slide 11: Company Summary: Key Facts
COMPANY SUMMARY Key Facts ― CORPORATE INFORMATION Exchanges AIM (LSE) /BSE Ticker BOD Shares in Issue 671 M Market Cap £5.03 M Share Price 0.75 p (11th November 2020) SIGNIFICANT SHAREHOLDERS % Holding Pershing International Nom 15.3 John Teeling 7.5 HSBC Global Nominees 5.0 James Finn 4.1 Euro Clea
Slide 12: Company Summary: Management Team
COMPANY SUMMARY Management Team ― John James James David Robert Anne Teeling Campbell Finn Horgan Bouquet McFarland ― ― ― ― ― ― Executive Managing Finance Director Commercial Director Chairman Director Director Director ― ― ― ― ― ― Founder of a number Has been Managing 20 years’ African Former direc
Slide 13: Upside
BOTSWANA DIAMONDS PLC Upside ― • The only diamond explorer active in all three major countries on the highly prospective Kaapvaal Craton of southern Africa. • Botswana • Resource upside on the KX36 diamond discovery • Second most comprehensive diamond database in Botswana, potential for new discover
Slide 14: Botswana Diamonds plc contact
BOTSWANA DIAMONDS PLC African Exploration Showcase – 12th November 2020 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://ww