Botswana Minerals Plc · LSE:BMIN
Botswana Minerals — Botswana Diamonds — Investor Presentation (January 2018)
23 slides from Botswana Minerals's investor presentation, January 2018
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: Botswana Diamonds at a glance
Botswana Diamonds at a glance AIM: BOD Dual listed in London and Botswana BSE : BOD Team with prior successful commercial diamond discovery EXPERIENCED MANAGEMENT (AK6/Karowe): African Diamonds plc returned 25x investment plus BOD Development of quality, advanced, primary diamond VISION deposits and
Slide 5: Highlights: Three Ventures
Highlights THREE VENTURES Vutomi Earn-In. Flagship Project: Thorny River SOUTH AFRICA Agreement with Vutomi which has prospecting rights over 20 high interest kimberlites and 40,000 hectares of highly prospective ground in South Africa Botswana Diamonds/Alrosa Joint Venture BOTSWANA 50/50 joint
Slide 6: Why Diamonds?
Why Diamonds? Powerful industry fundamentals in medium- long term Global rough diamond production expected to peak in next 3–4 years No significant discoveries in last 10 years other than Karowe (Botswana, Lucara) and Luaxe (Alrosa, Angola) Long lead-time from discovery to production Susta
Slide 7: Exploration Activities
Exploration Activities BOD Corporate Presentation 2017 7
Slide 8: Our Project Pipeline
Our Project Pipeline RESERVE RESOURCE INDICATED EXPLORATION RESOURCE MINERALISATION INFERRED TARGET Confidence Investment Risk Thorny River Ontevreden Maibwe Sunland Minerals Free State Time South Africa Botswana BOD Corporate Presentation January 2018 8
Slide 9: Exploration in South Africa
Exploration in South Africa KEY FACTS A confluence 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
Slide 10: Vutomi Flagship Project: Thorny River
Vutomi Flagship Project: Thorny River NEARBY DIAMOND MINES Marsfontein Mine Pipe was 0.4 hectares 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
Slide 11: Vutomi Flagship Project: Thorny River
Vutomi Flagship Project: Thorny River EXPLORATION RESULTS Consolidation of Frischgewaagt, Hartbeesfontein and Doornrivier properties into 2,771 hectare project Extension of Klipspringer & Marsfontein Mine kimberlite dyke/pipe system Results of drilling, geophysics & sampling campaigns: Minim
Slide 12: Vutomi Project: Ontevreden
Vutomi Project: Ontevreden EXPLORATION RESULTS Group 2 kimberlite (similar to Helam cluster) identified from initial work High resolution ground geophysics suggests a minimum pipe surface area of 100x70m Abundant G10 and G9 garnets with a complimentary suite of eclogitic garnets. This mix of g
Slide 13: Vutomi Project: Free State
Vutomi Project: Free State EXPLORATION RESULTS 8 kimberlite pipes identified through fieldwork and sampling of anomalies Confirmed as Group 1 kimberlites by whole rock geochemistry: similar to Kimberley pipes Detailed ground geophysical survey completed with kimberlite pipe surface areas of up
Slide 14: Exploration in Botswana
Exploration in Botswana KEY FACTS Botswana IS diamond country 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 and natural resource management Robust eco
Slide 15: Sunland Minerals Joint Venture
Sunland Minerals Joint Venture KEY FACTS BOD has a joint venture with Alrosa, a Russian stock exchange listed diamond company Sunland Minerals the JV company is a 50/50 heads up; 2017/2018 joint budget of US$1.75m BOD is operator 15 Prospecting Licences (PL) held by Sunland Minerals, the JV
Slide 16: Maibwe Joint Venture with BCL
Maibwe Joint Venture with BCL KEY FACTS Maibwe Joint Venture owned by 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 Kalahari ALROSA JV PROSPECTING LICENCES Surrounding
Slide 17: Corporate
Corporate BOD Corporate Presentation 2017 17
Slide 18: Company Summary
Company Summary CORPORATE INFORMATION SIGNIFICANT SHAREHOLDERS Exchanges AIM (LSE) /BSE Shareholders who hold more than 3% % Holding John Teeling 11.8 Ticker BOD Pershing International Nominee 8.0 Shares in Issue 459 M James Finn 5.5 Market Cap £5.5 M HSBC Global Nominees 4.8 Rene Nominees 4.3 Share
Slide 19: Share Price
Share Price Key to numbers: RNS’s issued Share Price – 1 Year 1. 27-02-2017: Placing to fund drilling 2. 13-03-2017: Exercise of Warrants 3. 27-03-2017: Interim results 4. 03-04-2017: Issue of shares to Vutomi 5. 06-04-2017: First drilling completed at Vutomi 15 6. 25-04-2017: New prospecting applic
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 have returned US$250M to shareholders. Holds a doctorate in business from Harvard Business School as well as an MBA from Wharton. Jam
Slide 21: Peer Comparison
Peer Comparison Company Flagship Location Resources Exchange Market Cap Property of Listing A diamond mining company with activities in the Kimberley region of South Africa. The BlueRock South Kareevlei project contains five Kareevlei AIM:BRD £2.23M Diamonds Africa diamondiferous kimberlite pipes an
Slide 22: Summary
Summary Listed on London AIM and the Botswana Stock Exchange Experienced team which developed the AK6 (Karowe Mine) in Botswana The right addresses with a balanced portfolio of early stage and advanced kimberlite projects in South Africa and Botswana Use of fit-for-purpose technology Partn
Slide 23: 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 January 2018 23
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