Vox Royalty Corp · TSX:VOXR
Vox Royalty — Investor Presentation (July 2022)
26 slides from Vox Royalty's investor presentation, July 2022
Slide 1: Data Driven. Returns Focused.
Data Driven. Returns Focused. INVESTOR PRESENTATION JULY 2022 TSX-V: VOX OTCQX: VOXCF
Slide 2: Disclaimer
Disclaimer This presentation shall not constitute an offer to sell or the solicitation of an offer to buy securities, nor shall there be any sale of securities in any jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities
Slide 3: Vox Royalty Overview
Vox Royalty Overview Strong balance sheet, tight capital structure with +15% management ownership CAPITAL STRUCTURE Share Price C$2.84 Non-Precious (TSX-V as at July 19, 2022) 30% Shares Issued 44.4M PRECIOUS Options 1.6M METALS Precious Warrants 8.7M WEIGHTED 70% • 6.4M at C$4.50, expiry March 2024
Slide 4: Royalty Company Outperformance
Royalty Company Outperformance Royalty companies have outperformed all major commodity benchmarks by +200% over 10 years1 Royalty companies have outperformed Royalty companies are one of the best all major commodity benchmarks 10-Year Indexed Price Performance inflation outperformers – not exposed t
Slide 5: What is a Mining Royalty?
What is a Mining Royalty? “The best way to invest in commodities you’ve never heard of” What is a Royalty? Why Royalties vs. Mining Companies? Royalty Metal $$ Physical Miner Co ETF Funds Commodity Price Upside Fixed Operating Prospector Costs (discovered mine, sold for royalty) Capital Costs $$$$ %
Slide 6: What differentiates Vox Royalty?
What differentiates Vox Royalty? Targeting the highest returns on invested capital in the royalty industry Unique Proprietary IP (>8,000 royalties) Creates Vox’s Competitive Advantage to Fuel Quality, Organic Growth Technical Team Objectively Reviews Asset Quality and all Transaction Opportunities (
Slide 7: A unique royalty company
A unique royalty company High Growth Royalty Company Focused on Sector-Leading Returns A systematic & structural advantage in generating Precious-metals focused, with critical mass of C$M exponential returns in the mining industry. >50 royalties, established in 2014 and went 140 C$126 public May 2
Slide 8: Global Royalty Portfolio
Global Royalty Portfolio Critical mass of >50 royalties, 80% weighted to Tier 1 mining countries Australia / Canada / USA Near-term Asset Stage Current potential2 Producing 6 6 Lynn Lake Construction decision expected in 2022 Development1 23 10 Exploration 30 - TOTAL 59 16 Montanore Brauna Brits 3rd
Slide 9: Producing Asset Growth
Producing Asset Growth Significant Growth in Producing Assets – large cap miner asset count at small cap cost VOX Producing Assets 21 20 + Limpopo (PGM) + Goldlund (Au) + Bullabulling (Au) 16 + Ashburton (Au) + South Railroad (Au) + Pedra Branca (PGM) 15 + Lynn Lake (Au) + Bowdens (Ag) 11 + Brightst
Slide 10: Catalysts for 2022
Catalysts for 2022 Numerous organic growth catalysts & accretive acquisitions expected Q1 2022 – Limpopo PGM Royalty Q3/Q4 2022 – Ashburton 100Kozpa Acquisition (Sibanye Stillwater) development study (Kalamazoo) Q3/Q4 2022 – Binduli North expansion Q2 2022 – Wonmunna Royalty Acquisition completion (
Slide 11: Why Vox? Why Now?
Why Vox? Why Now? A ground floor opportunity with significant near-term growth Rapid Growth in Producing √ Exponential revenue growth >250% QoQ over Assets last 7 quarters (avg. Q3-2020 to Q1-2022) Producing assets expected to grow from 6 to over 10 by late-2023, supporting analyst revenue growt
Slide 12: Appendix
APPENDIX 12
Slide 13: Organic Growth Pipeline
Organic Growth Pipeline Clear organic growth pathway from 6 to 10 (or more) producing royalties by late-2023 Electric Bulla- Dingo Pedra bulling South Branca Railroad Bulgera Pitom- Janet Kook- Montanore ynie beiras Binduli Ivy Bowdens Bulong (current) Bowdens North Sulphur Forest (open pit) (Janet
Slide 14: Proprietary Royalty Database
Proprietary Royalty Database First mover advantage leveraging >8,000 proprietary royalty opportunities Vox acquired Mineral Royalties Online Acquisition yields wider Royalty Database example – Intellectual Property in 2019 transactional opportunities Kalgoorlie, Australia − Acquisition included a pr
Slide 15: Wonmunna Royalty Acquisition
26 May 2022 Wonmunna Royalty Acquisition Producing iron ore royalty in Western Australia acquired by Vox √ Royalty covers long life 84Mt (Indicated & Inferred) resource, being mined at ~5Mtpa √ Tier 1 Operator in Mineral Resources Ltd (~A$10B market capitalization) √ Permitted & installed capacity
Slide 16: Wonmunna Royalty Acquisition
26 May 2022 Wonmunna Royalty Acquisition Long life, expandable mine adjacent to major BHP and Rio Tinto operations √ Wonmunna mine located in world’s largest Pilbara iron ore export hub √ Located within 30km of ~250Mtpa major iron ore mines operated by BHP and Rio Tinto √ Located 10km from Deterr
Slide 17: Goldlund Royalty Acquisition
6 June 2022 Goldlund Royalty Acquisition Rapidly Advancing Canadian Gold Project with Construction Decision exp. Q4 2023 √ 1.0% NSR royalty covers majority of 940Koz Indicated and 704Koz Inferred gold resource √ Well capitalized TSX operator in Treasury Metals Inc. – fully financed to construction
Slide 18: Management
Management Technically focused team with >$1.5B royalty transaction experience Kyle Floyd, CEO Founded Vox Royalty; 10+ years of streaming and royalty acquisition experience; instrumental in financing and advising approximately $1B in transactions; Studied MSc TEAM HIGHLIGHTS Mineral Economics (Colo
Slide 19: Full Portfolio
Full Portfolio Current Royalty & Streaming Interests Assets Interest Commodity Stage Jurisdiction Operator 1.25% GRR – 1.50% GRR Wonmunna Iron Ore Production Australia Mineral Resources Ltd (>A$100/t iron ore) Koolyanobbing (part Deception/Altair 2.0% FOB revenue Iron Ore Production Australia Minera
Slide 20: Full Portfolio (continued)
Full Portfolio (continued) Current Royalty & Streaming Interests Assets Interest Commodity Stage Jurisdiction Operator Platinum, Palladium, Gold, Limpopo (Dwaalkop) 1.0% Gross Receipts Royalty Development South Africa Sibanye Stillwater Copper, Nickel Platinum, Palladium, Gold, Limpopo (Messina) 0.7
Slide 21: Full Portfolio (continued)
Full Portfolio (continued) Current Royalty & Streaming Interests Assets Interest Commodity Stage Jurisdiction Operator A$1/t ore production royalty Kookynie (Melita) Gold Exploration Australia Genesis Minerals (>650Kt ore mined & treated) 1.5% NSR first 10,000oz; Development British King Gold Austra
Slide 22: Full Portfolio (continued)
Full Portfolio (continued) Current Royalty & Streaming Interests Assets Interest Commodity Stage Jurisdiction Operator 1% NSR Kenbridge Nickel, Copper, Cobalt Development Canada Tartisan Nickel Corp. (fully buyback C$1.5M) 2% Gross Proceeds Lynn Lake (Nickel) Nickel, Copper, Cobalt Exploration Canad
Slide 23: Full Portfolio (continued)
Full Portfolio (continued) Current Royalty & Streaming Interests Assets Interest Commodity Stage Jurisdiction Operator Merlin 0.75% gross revenue royalty (>250koz) Gold Exploration Australia Black Cat Syndicate Accelerate Resources Comet Gold 1% net smelter return Gold Exploration Australia Ltd Mt M
Slide 24: Technical & Third-Party Information
Technical & Third-Party Information Technical & Third-Party Information Market and industry data presented throughout the presentation was obtained form third-party sources, industry reports and publications, websites and other publicly available information as well as industry and other data prepar
Slide 25: Notes
Notes Cautionary Note to United States Investors The information herein is not for distribution and does not constitute an offer to buy any securities within the United States (as defined in Regulation S under the United States Securities Act of 1933, as amended (the “U.S. Securities Act”)). The sec
Slide 26: Contact
+1 345 815 3939 info@voxroyalty.com www.voxroyalty.com 66 Wellington St W, Suite 5300 TD Bank Tower Toronto, Ontario M5K 1E6 Canada 26