Botswana Minerals Plc · LSE:BMIN
Botswana Minerals — Botswana Diamonds — Investor Presentation (June 2024)
16 slides from Botswana Minerals's investor presentation, June 2024
Slide 1: Botswana Diamonds plc Corporate Presentation – June 2024
BOTSWANA DIAMONDS PLC Corporate Presentation – June 2024 The company drilling kimberlite in the central Kalahari of 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
Slide 3: Focused diamond exploration company
BOTSWANA DIAMONDS PLC Focused diamond exploration company ― Listing Diamond explorer listed in London & Botswana (AIM: BOD, BSE: BOD) DIAMONDS The long-term prognosis for natural diamonds remains good, despite a short-term dip in diamond prices chiefly caused by the global high inflationary environm
Slide 4: Diamonds in the Kalahari
DIAMONDS IN THE KALAHARI The last frontier ― ⧫ Diamond bearing kimberlites are still waiting to be discovered! ⧫ Recent ground gravity work close to KX36 has identified two large anomalies which are drill ready. ⧫ Potential to consolidate other projects with Ghaghoo and become the next major diamond
Slide 5: The Diamond Market
THE DIAMOND MARKET Industry fundamentals ― All producers sold better volumes in H1 2024 after the Indian import ban in Q4 ⧫ But 2024 has seen continued weakness in diamond pricing. ⧫ Liquidity in the cutting centres remains healthy for now though. ⧫ There are signs that Lab Grown Diamonds may be wea
Slide 6: Production: Marsfontein
PRODUCTION Marsfontein ― ⧫ Over 1,500 carats recovered from the Marsfontein dumps to date. Operations are currently on care and maintenance due to fall in market prices and rise in costs. Diamonds from ⧫ Eurafrican Diamond Corporation Pty Ltd Marsfontein (‘EDC’) who operate the Schuller Mine are the
Slide 7: Imminent Production: Thorny River
IMMINENT PRODUCTION Thorny River ― ⧫ Mining Permits have been Accepted on Thorny River. ⧫ Granting (ie. issuing approval) is expected during the course of Q3 2024 following extensive country-wide delays in 2023. ⧫ Once granted, diamond prices are expected to be improved and the cost of diesel (a cri
Slide 8: Advanced Exploration: KX36
ADVANCED EXPLORATION KX36 is the most significant diamond discovery since the Orapa and Jwaneng clusters ― ⧫ KX36 is a 3.5 Ha kimberlite in the Kalahari of Botswana and is 60-km from Ghaghoo. ⧫ The pipe has Resources of 17.9MT at 35 cpht (Indicated) and 6.7MT at 36 cpht (Inferred) at $65/ct. The mod
Slide 9: Exploration: Sunland & Sekaka
EXPLORATION Sunland & Sekaka ― ⧫ BOD holds extensive prime acreage in the Kalahari of Botswana with licenses held by Sunland Minerals Pty Ltd, Sekaka Diamonds Pty Ltd and in the Maibwe joint venture. ⧫ Several geophysical and geochemical anomalies have been discovered on the company’s licenses. ⧫ Re
Slide 10: Exploration: Maibwe
EXPLORATION Maibwe ― ⧫ Siseko has increased its stake in Ghaghoo Mine the Maibwe JV in Botswana from 29% to 50% following successful resolution of the corporate impasse. ⧫ BOD holds a 51.7% stake in Siseko. KX 36 Discovery ⧫ A cluster of four diamond bearing kimberlite pipes on PL186 have SUNLAND LI
Slide 11: Exploration: Artificial Intelligence
EXPLORATION Artificial Intelligence ― ⧫ The company has the second largest exploration database in Botswana. ⧫ The company will utilise Planetary AI Ltd Xplore mineral prospectivity technology which was developed in collaboration with International Geoscience Services Limited. ⧫ The system acts much
Slide 12: Advanced Exploration: Reivilo kimberlite pipe cluster
ADVANCED EXPLORATION Reivilo kimberlite pipe cluster ― ⧫ The company has been granted a five-year prospecting licence on ground containing the Reivilo cluster of kimberlites in South Africa. ⧫ A cluster of three kimberlite pipes, with sizes of 3.1ha, 1.7ha and 0.9ha all within a 250-metre radius. ⧫
Slide 13: Exploration: Zimbabwe
EXPLORATION Zimbabwe ― ⧫ The company believes Zimbabwe is highly prospective due to both its geological terrain and that very limited modern diamond exploration techniques have been brought to bear. ⧫ The company is actively pursuing licenses and deals in the country. Diamond bearing areas of Zimbab
Slide 14: Experienced management team
BOTSWANA DIAMONDS PLC Experienced management team ― John James James David Robert Teeling Campbell Finn Horgan Bouquet ― ― ― ― ― Executive Managing Finance Director Commercial Chairman Director Director Director ― ― ― ― ― Founder of a Over 35-years in Over 20-years Thirty years Antwerp-based number
Slide 15: Corporate information
BOTSWANA DIAMONDS PLC Corporate information ― Corporate information Exchanges AIM (LSE) /BSE Ticker BOD Shares in Issue 1,119 M Market Cap £4.20 M Share Price 0.38 p (21st June 2024) Significant shareholders % Holding Pershing International Nom 11.9 Interactive Investor Services Nominees 9.4 John Te
Slide 16: Botswana Diamonds plc contact details
BOTSWANA DIAMONDS PLC Corporate Presentation – June 2024 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.com/
Botswana Diamonds — Investor Presentation (June 2024) on 6ix