Burgundy Diamond Mines Ltd · ASX:BDM
Burgundy Diamond Mines — Investor Presentation (February 2025)
13 slides from Burgundy Diamond Mines's investor presentation, Feb 11, 2025
Slide 1: Investor Presentation - Bell Potter Unearthed Natural Resources Conference
11 February 2025 ASX Announcement Investor Presentation - Bell Potter Unearthed Natural Resources Conference Calgary, Alberta – Burgundy Diamond Mines Limited (ASX:BDM) (Burgundy or the Company) is presenting at the Bell Potter Unearthed Natural Resources Conference. A copy of the presentation is in
Slide 2: Unearthed Natural Resources Conference
UNEARTHED NATURAL RESOURCES CONFERENCE BELL POTTER 11th February 2025 Burgundy Diamond Mines Limited ASX: BDM BURGUNDYDIAMONDS.COM A reliable producer of premium diamonds to the global luxury market
Slide 3: Important Notice and Disclaimer
IMPORTANT NOTICE AND DISCLAIMER This Presentation is given on behalf of Burgundy Diamond Mines Limited (ASX: BDM) (ABN 33 160 017 390) (Burgundy or Company). By accepting, accessing or reviewing this Presentation, you acknowledge and agree to the terms set out in this Important Notice and Disclaimer
Slide 4: Important Notice and Disclaimer
IMPORTANT NOTICE AND DISCLAIMER Financial information Certain financial data included in this Presentation is 'non IFRS financial information’ and "non-GAAP" financial measures under Regulation G of the U.S. Securities Exchange Act of 1934, as amended. These measures are used internally by managemen
Slide 5: Corporate Snapshot
CORPORATE SNAPSHOT Experienced team with proven strategy of value creation Board and management team Capital structure Michael O’Keeffe | Non-Executive Chair Share price1 A$/sh 0.05 Well-known within the resources industry globally, with a wealth of successful mining M&A. Currently the Executive Cha
Slide 6: Ekati Diamond Mine Acquisition
EKATI DIAMOND MINE ACQUISITION Why diamonds and why Ekati? Countercyclical strategy Finding the right asset in the diamond industry Diamond mining “disinterest” has created a countercyclical investment Burgundy’s management team was looking for environment that has worked for other commodities (
Slide 7: Operations and Finances
OPERATIONS AND FINANCES In the last 20 months, global rough diamond prices have decreased ~30% - Burgundy has outperformed market performance Carats recovered (Mcts) Annual carats sold, revenue per carat (US$M) Revenue, EBITDA (US$M) Carats sold (Mcts) Revenue/ct sold (US$) Revenue (US$M) EBITDA (US
Slide 8: Ekati Has a Wealth of Options
EKATI HAS A WEALTH OF OPTIONS 140 Mcts of Indicated Mineral First mine Resources plan released to draw on in Q1-2025 Second mine plan released in H2-2025 (mid 2030s) Point Lake open pit: - Entering full ore production in Q1-2025 Sable underground Prefeasibility study active - Ekati’s 10th mining ope
Slide 9: 2025 Outlook
2025 OUTLOOK Positive year ahead Natural rough diamond production (Mcts) 177 Market: 180 The chart below includes Russian supply Global rough diamond supply dipped below 105 Mcts in 2024 for first time since 19951. 160 Medium to long term thesis for strong diamond prices is maintained 140 Producti
Slide 10: Ensuring Liquidity Stays Robust
ENSURING LIQUIDITY STAYS ROBUST Several initiatives focussed on cash and working capital management Pending completion: 1 A new fuel consignment arrangement is nearing finalization. Once formalised this new arrangement will result in a ~US$50M cash inflow in February 2025 as existing purchased fuel
Slide 11: Diamond Pricing
DIAMOND PRICING Why is Burgundy bullish? The key metrics indicate the start of a return to “normal” Midstream inventory analysis (US$bn) YoY total jewelry sales trend (%) US diamond market bifurcation (US$Bn, real) Natural rough & polished diamonds in the midstream Based on retail data from 2,000 US
Slide 12: ASX: BDM
ASX: BDM ABN: 33 160 017 390 www.burgundydiamonds.com Investor enquiries investor@burgundydiamonds.com Media enquiries communications@burgundydiamonds.com 11
Slide 13: Mineral Resource and Ore Reserve – Burgundy Diamond Mines
MINERAL RESOURCE AND ORE RESERVE – BURGUNDY DIAMOND MINES As of 31st December 2023 Kimberlite pipes Measured Resources Indicated Resources Inferred Resources Pipe Name Type Mt Ct/t Mcts Mt Ct/t Mcts Mt Ct/t Mcts Sable OP - - - 7.1 0.9 6.8 0.3 1.0 0.3 Point Lake OP - - - 31.7 0.8 24.0 9.6 0.8 7.3 Pho
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