Marvel Gold Ltd · ASX:MVL
Marvel Gold — Investor Presentation (July 2021)
25 slides from Marvel Gold's investor presentation, Jul 15, 2021
Slide 1: Corporate Presentation
For personal use only CORPORATE PRESENTATION July 2021 ASX: MVL
Slide 2: Disclaimer
For personal use only DISCLAIMER This presentation (the “Presentation”) has been prepared by Marvel Gold Limited (Marvel). No party other than Marvel has authorised or Tabakorole Mineral Resources Estimate caused the issue of this document, or takes responsibility for, or makes any statements, repre
Slide 3: Value Created from Diverse Asset Base
VALUE CREATED FROM DIVERSE ASSET BASE For personal use only GRAPHITE SPIN‐OFF TO LEAVE MARVEL AS DEDICATED GOLD EXPLORER EMERGING GOLD PROJECT AT TABAKOROLE, MALI CHILALO GRAPHITE PROJECT, TANZANIA 100% owned, world‐class, construction‐ready JORC EXPLORATION ATTRACTIVE RESOURCE POTENTIAL DEVELOPMENT
Slide 4: Corporate Overview
CORPORATE OVERVIEW For personal use only HIGH‐CALIBRE, EXPLORATION‐FOCUSED BOARD CAPITAL STRUCTURE Phil Hoskins Managing Director Mr. Hoskins is a senior executive with broad finance and commercial experience across resources exploration, Ticker Code ASX: MVL project development and production as we
Slide 5: A Busy 12 Months
A BUSY 12 MONTHS For personal use only RESOURCE GROWTH, TARGET GENERATION, GRAPHITE SPIN‐OUT TABAKOROLE TABAKOROLE COMMUNITY Tenement 910koz1 PROJECT Expansion JORC TABAKOROLE to 830km 2 Metallurgical Testwork LAKANFLA TABAKOROLE 3,800m RC Program 1,566m DD 1,811 AC Jun 20 Jul 20 Aug 20 Sep 20 Oct 2
Slide 6: World-Class Address for Significant Gold Discoveries
WORLD-CLASS ADDRESS FOR SIGNIFICANT GOLD DISCOVERIES For personal use only MARVEL GOLD PROJECT LOCATION MARVEL GOLD • ASX:MVL 6
Slide 7: Tabakorole Location
TABAKOROLE LOCATION For personal use only LOCATED NEAR THE BANNIFIN SHEAR ZONE IN SOUTHERN MALI TABAKOROLE GEOLOGY • Large splay off the Bannifin Shear Zone (similar to the 7.5 Moz Morila mine) • Deposit hosted in volcaniclastic sediments and mafic rocks • Regional soil geochemistry completed – high
Slide 8: Tabakorole JORC Resource
TABAKOROLE JORC RESOURCE For personal use only LARGE, GROWING RESOURCE (910K OZ)1 Indicated Inferred Total Category Tonnage (Mt) Au Grade (g/t) Au Metal (koz) Tonnage (Mt) Au Grade (g/t) Au Metal (koz) Tonnage (Mt) Au Grade (g/t) Au Metal (koz) Oxide 1.0 1.3 40 1.5 1.3 60 2.4 1.3 100 Fresh 6.3 1.2 2
Slide 9: Excellent Metallurgy
EXCELLENT METALLURGY For personal use only HIGH RECOVERIES FROM FRESH ROCK SAMPLES INDICATE SIMPLE PROCESSING • Bottle roll testwork on 4 fresh ore composite samples confirm GRIND GOLD CONSUMPTION non-refractory metallurgical characteristics SAMPLE ID SIZE LEACH CALCULATED NaCN LIME (µm) RESIDUE (g/
Slide 10: Tabakorole Resource Expansion
TABAKOROLE RESOURCE EXPANSION For personal use only 2021 RESULTS: INCREASED STRIKE AND NEW ZONES – DRILLING CONTINUES CENTRAL ZONE • 22m at 1.8g/t and 18m at 1.9g/t outside of modelled JORC Resource ‐ diamond drilling ongoing NORTH-WEST ZONE • Successfully extended NW strike 150m – achieved higher g
Slide 11: Tabakorole Central
TABAKOROLE CENTRAL For personal use only DISCOVERY OF NEW 250 METRE SHALLOW, HIGH‐GRADE ZONE 1. ASX announcement 2 March 2021. MARVEL GOLD • ASX:MVL 11
Slide 12: Tabakorole North-West
TABAKOROLE NORTH-WEST For personal use only NEW ZONE IDENTIFIED WITH 700 METRE STRIKE POTENTIAL 1. ASX announcement 6 August 2020. MARVEL GOLD • ASX:MVL 12
Slide 13: Tabakorole Exploration Potential
TABAKOROLE EXPLORATION POTENTIAL For personal use only STRATEGIC LANDHOLDING IN AN UNDEREXPLORED STRUCTURAL CORRIDOR GROWING A STRATEGIC LANDHOLDING • 830km2 acquired over 12 months via JVs and wholly owned permits • Discussions continuing with licence holders in prospective, underexplored corridor
Slide 14: Tabakorole Exploration Potential
TABAKOROLE EXPLORATION POTENTIAL For personal use only A STRONG PIPELINE OF TARGETS TO UNDERPIN REGIONAL EXPLORATION PROGRAMS REGIONAL GOLD MINERALISATION PROVIDES PROOF OF ENDOWMENT • T1 target includes 14m at 9.8 g/t • 2021 AC drilling hit 4m at 2.7 g/t (ending in mineralization) • Gold mineraliza
Slide 15: Our CSR Commitment
OUR CSR COMMITMENT For personal use only HIGH‐PRIORITY PROJECTS COMPLETED WITH ONGOING COMMUNITY ENGAGEMENT PROVIDING CLEAN RELIABLE WATER ON DEMAND Water installations completed for 2 nearest villages ‐ solar powered pumps, overhead tanks and multiple outlets providing clean water on demand IMMEDIA
Slide 16: Valuation Upside as Resource Continues to Grow
VALUATION UPSIDE AS RESOURCE CONTINUES TO GROW For personal use only SIGNIFICANT DISCOUNT TO GOLD PEERS WEST AFRICAN EXPLORERS: PRE-PFS Marvel market cap includes 100%‐owned construction‐ready graphite project See Appendix 2 for further information. MARVEL GOLD • ASX:MVL 16
Slide 17: Chilalo Project
CHILALO PROJECT For personal use only SPIN‐OFF OF 100% OWNED ADVANCED GRAPHITE PROJECT FULLY PERMITTED FOR CONSTRUCTION Granted Mining Licence and Environmental Approvals ROBUST, DELIVERABLE DFS1 A$21M spent to date GLOBALLY SIGNIFICANT PRODUCT QUALITY Flake size + performance in value‐added applica
Slide 18: Graphite Spin-Off
GRAPHITE SPIN-OFF For personal use only INDICATIVE CAPITAL STRUCTURE CAPITAL STRUCTURE RAISING AMOUNT $22M Market Cap (M) $32.0 LISTING SOON Cash1 (M) $11.0 EV (M) $21.0 UNDILUTED Marvel expects to Lodgment of Prospectus contingent upon final receive $2M in cash Marvel 31% Tanzanian consents and $10
Slide 19: Graphite Peer Comparison
GRAPHITE PEER COMPARISON For personal use only SIGNIFICANT DISCOUNT TO GRAPHITE PEERS GRAPHITE PEERS Marvel market cap includes 910koz Tabakorole resource See Appendix 3 for further information. MARVEL GOLD • ASX:MVL 19
Slide 20: Why Invest?
WHY INVEST? For personal use only NEAR‐TERM CATALYSTS Exposure to an emerging West African gold story and an entry‐ level price point to a world‐class graphite spin‐off WEST AFRICAN GOLD Diamond drilling results continuing Updated Tabakorole Resource out in September WORLD-CLASS GRAPHITE Graphite IP
Slide 21: Appendices
For personal use only APPENDICES
Slide 22: Appendix – Marvel Joint Ventures
APPENDIX 1 – MARVEL JOINT VENTURES For personal use only SUMMARY OF TERMS Société Minière et Commerciale JV Counterparty Altus Strategies Oklo Resources (SOMICO) Tabakorole (100km2), Npanyala, Projects Lakanfla Tabakorole (200km2), Yanfolila and Kolondieba Sakaar Sirakoroble Drill 1,500m and publish
Slide 23: Detailed Gold Peer Comparison Analysis and References
APPENDIX 2 For personal use only DETAILED GOLD PEER COMPARISON ANALYSIS AND REFERENCES Marvel Desert Cora Chesser Predictive Golden Rim Montage Gold Sarama Tanga Mako Manas Roscan Company Name Oklo Resources Compass Gold African Gold Newcore Gold Gold2 Gold Gold Resources Discovery Resources Corp Re
Slide 24: Detailed Graphite Peer Comparison Analysis and References
APPENDIX 3 For personal use only DETAILED GRAPHITE PEER COMPARISON ANALYSIS AND REFERENCES Company Name Marvel Gold Magnis EcoGraf Renascor Walkabout Black Rock Volt Triton Ticker MVL MNS EGR RNU WKT BKT VRC TON Market Cap (A$M) 29 236 261 124 83 127 85 39 12/07/2021 Resource (Mt contained 2.0 9.4 3
Slide 25: For personal use only
For personal use only Level 1, Emerald House, 1202 Hay Street Telephone: +61 8 9200 4960 West Perth WA 6005 Australia Facsimile: +61 8 9200 4961 Email: info@marvelgold.com.au