Gwr Group Limited · ASX:GWR
Gwr — Investor Presentation (August 2024)
14 slides from Gwr's investor presentation, Aug 19, 2024
Slide 1: Hunting Advanced Bulk Commodities, Gold & Base Metals
Hunting Advanced Bulk Commodities, Gold & Base Metals Cashed Up & Tight Capital Structure Trading Significantly Below Cash Backing with Royalty Income Stream 19 August 2024 ASX:GWR | gwrgroup.com.au
Slide 2: Disclaimer
Disclaimer These materials include forward looking statements. Forward looking statements inherently involve subjective judgment & analysis & are subject to significant uncertainties, risks & contingencies, many of which are outside of the control of, & may be unknown to the company. Actual results
Slide 3: Current Value Proposition
Current Value Proposition $47,803,153 plus $2/t Iron Ore Royalty (yields ~$150,000 per month net) CASH & INVESTMENTS* $23,770,032 MARKET CAP @ $0.074* -$24,033,141 ENTERPRISE VALUE* *As at 14 August 2024 3
Slide 4: Capital Structure
Capital Structure -$24,033,141 321,216,655 78% Enterprise Value (Negative) Total Shares on Issue Top 20 Shareholders $23,770,032 $39,160,000 91% Market Cap @ $0.074 Cash & Receivables* (30 June 2024) Top 100 Shareholders $8,643,153 $47,803,153 Investments** Total Cash and Investments (Tradeable Secu
Slide 5: Current & Expected Cash Inflows
Royalty Stream Current & Expected Cash Inflows Iron Ore Gold
Slide 6: Royalties – Iron Ore
Royalties – Iron Ore │ GWR currently holds a royalty in respect of all iron ore won from the West Wiluna Iron Ore Project (excluding M53/1018 – JWD deposit) and exported or otherwise sold (including in respect of the processing or reprocessing of tailings) at │ The rate of $2.00 per dry metric tonne
Slide 7: Royalties – Gold
Royalties – Gold │ Gold Royalty Deed in relation to a royalty on gold recovered from M53/1016-1, M 53/1017-1 and M53/1018-1 on the Gold Duke Project owned by Western Gold Resources Ltd (ASX:WGR) │ $10 per troy ounce of gold until a total of 50,000 troy ounces of gold have been recovered; and thereaf
Slide 8: Investments
Cash Equivalents / Securities Investments Tungsten Mining Ltd (ASX:TGN) Tungsten Mining Ltd (ASX:TGN) shares held 177.5M @ $0.048 = $8,520,000 Emetals Limited (ASX:EMT) E-Metals ltd (ASX:EMT) shares held 30,788,460 @ $0.004 = $123,153
Slide 9: Investment: Tungsten Mining Ltd
Investment Tungsten Mining Ltd (ASX:TGN) │ GWR to hold a 19.68% interest with 177.5m shares │ TGN has $8 million cash and holds an inventory of Tungsten projects with significant resources: │ Mt Mulgine Project: MRE 219Mt at 0.11% WO3, 260ppm Mo, 0.12g/t Au and 5g/t Ag (0.05% WO3 cut-off) comprising
Slide 10: Critical Minerals Projects
Focus Critical Minerals Projects Highly Experienced Mining M&A
Slide 11: Project Acquisitions Advisor
Project Acquisitions Advisor Matthew Pedley Mining M&A Specialist │ Matthew is the Managing Director of Futura Capital, an independent corporate advisory firm focused on providing M&A and general corporate advisory services to participants in the Mining industry. Matthew has over 20 years of experie
Slide 12: Critical Minerals Projects: Prospect Ridge Magnesium
Current Main Undertaking Critical Minerals Projects Prospect Ridge Magnesium
Slide 13: Critical Minerals Jewel In The Rough
Critical Minerals Jewel In The Rough Prospect Ridge Magnesite Project (70% ownership) │ Phase 2 diamond drilling program at the Arthur River deposit consisting of six holes for 900m has commenced │ Once completed, the proposed drilling is expected to increase confidence in the 2012 Mineral Resource
Slide 14: Well-funded, experienced & actively seeking advanced bulk commodities, gold & base metals projects
Well-funded, experienced & actively seeking advanced bulk commodities, gold & base metals projects ASX:GWR gwrgroup.com.au