Botswana Minerals Plc · LSE:BMIN
Botswana Minerals — Botswana Diamonds — Investor Presentation (February 2021)
14 slides from Botswana Minerals's investor presentation, February 2021
Slide 1: Botswana Diamonds plc Corporate Presentation – February 2021
BOTSWANA DIAMONDS PLC Corporate Presentation – February 2021
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: MANAGEMENT African Diamonds plc returned 25x investment VISION Development of quality
Slide 4: Highlights: Focus areas for 2021
HIGHLIGHTS Focus areas for 2021 ― • Botswana • Target new discoveries using the Sekaka database in alliance with DESB • Detailed review of KX36 resource to plan focused bulk sampling to optimise diamond grade & value • Assess innovative mining techniques to improve capex and opex estimates for KX36
Slide 5: 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) • V-shaped recovery and two recent rough price increases following the peak of the 2020 Covid
Slide 6: 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: acquired from P
Slide 7: Sekaka Diamonds: A transformatory acquisition
SEKAKA DIAMONDS A 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* • Fit for purpose bul
Slide 8: Burgundy Diamonds / Diamexstrat
BURGUNDY DIAMONDS / DIAMEXSTRAT A complimentary strategic alliance ― • Diamexstrat (‘DESB’) is a privately owned company focused on diamond exploration in Botswana and has an alliance agreement with Burgundy Diamonds (ASX: BDM) • Highlights of agreement: • DESB (and its partner, Burgundy) can earn u
Slide 9: Exploration in South Africa
EXPLORATION IN SOUTH AFRICA Long history of diamond production ― • South Africa has a long history of strong diamond production since 1870 • Thorny River: an extension of the Klipspringer & Marsfontein Mine kimberlite dyke/pipe system • Kimberlite pipe discovered on Thorny River: core drilling plann
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 781 M Market Cap £6.64 M Share Price 0.85 p (23rd February 2021) SIGNIFICANT SHAREHOLDERS % Holding Pershing International Nom 15.3 John Teeling 7.5 HSBC Global Nominees 4.9 Interactive Investor Ser
Slide 12: Company Summary: Management Team
COMPANY SUMMARY Management Team ― John James James David Robert Teeling Campbell Finn Horgan Bouquet ― ― ― ― ― Executive Managing Finance Director Commercial Chairman Director Director Director ― ― ― ― ― Founder of a Has been 20 years’ African Former director 20 years' number of listed Managing reso
Slide 13: Upside
BOTSWANA DIAMONDS PLC Upside ― • The only diamond explorer active on 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 details
BOTSWANA DIAMONDS PLC Corporate Presentation – February 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.
Botswana Diamonds — Investor Presentation (February 2021) on 6ix