Gemfields Group Limited · JSE:GML
Gemfields — Corporate Update (May 2014)
16 slides from Gemfields's corporate update, May 2, 2014
Slide 1: Market Update – Quarter ending 31 March 2014
Market Update – Quarter ending 31 March 2014 2 May 2014 0
Slide 2: Legal Disclaimer
01 Legal Disclaimer This document, which has been issued by Gemfields Plc (the “Company”), comprises the written Company’s expectations and assumptions regarding the growth, results of operations, performance and materials/slides for a presentation concerning the Company, including its business, res
Slide 3: GEMFIELDS plc
02 GEMFIELDS plc Kagem Emerald Mine Mbuva-Chibolele Kamakanga Emerald (Zambia) Emerald Mine (Zambia) Mine (Zambia) 75% 100% (care & maintenance) 100% (care & maintenance) 15 Madagascar Kariba Amethyst Mine Exploration Licenses Zambian Emerald (Zambia) (rubies, sapphires and Exploration Licenses 50%
Slide 4: Emerald and Beryl Geology - The Basics
3 Emerald and Beryl Geology - The Basics 1. Emerald ore, known as Reaction Zone (“RZ”), is created when a pegmatite cuts through a layer or belt of talc-magnetite-schist (“TMS”). 2. A complex reaction between the pegmatite and the TMS results in a layer of RZ of varying thickness and quality. This r
Slide 5: Kagem Quarterly Production to 31 March 2014
4 Kagem Quarterly Production to 31 March 2014 KAGEM Quarterly Summary to Mar-14 Units Jun-11 Sep-11 Dec-11 Mar-12 Jun-12 Sep-12 Dec-12 Mar-13 Jun-13 Sep-13 Dec-13 Mar-14 TOTAL PRODUCTION Gemstone Production (Emerald+Beryl) million carats 10.8 4.9 3.9 4.9 7.3 7.9 6.6 6.5 8.9 6.5 3.9 3.6 75.8 Ore Prod
Slide 6: Kagem Annual Summary
5 Kagem Annual Summary YEAR YEAR YEAR YEAR YEAR YEAR YEAR YEAR Kagem Annual Production Units to 30 Jun to 30 Jun to 30 Jun to 30 Jun to 30 Jun to 30 Jun to 30 Jun to 30 Jun Summary 2006 2007 2008 2009 2010 2011 2012 2013 Gemstone Production (Emerald+Beryl) million carats 10.2 9.4 9.9 28 17.4 33.0 21
Slide 7: Kagem Monthly Gemstone Production
6 Kagem Monthly Gemstone Production Kagem Monthly Gemstone Production (carats) Emerald+Beryl 6,000,000 5,000,000 4,000,000 3,000,000 2,000,000 1,000,000 0 Apr 05 Jul 05 Apr 06 Jul 06 Apr 07 Jul 07 Apr 08 Jul 08 Apr 09 Jul 09 Apr 10 Jul 10 Apr 11 Jul 11 Apr 12 Jul 12 Apr 13 Jul 13 Oct 05 Oct 06 Oct 0
Slide 8: Kagem Monthly Ore Mining
7 Kagem Monthly Ore Mining Kagem Reaction Zone (Ore) Mining (tonnes) 16,000 14,000 12,000 10,000 8,000 6,000 4,000 2,000 0 Apr 05 Jul 05 Apr 06 Jul 06 Apr 07 Jul 07 Apr 08 Jul 08 Apr 09 Jul 09 Apr 10 Jul 10 Apr 11 Jul 11 Apr 12 Jul 12 Apr 13 Jul 13 Oct 05 Oct 06 Oct 07 Oct 08 Oct 09 Oct 10 Oct 11 Oc
Slide 9: Kagem Monthly Ore Grade
8 Kagem Monthly Ore Grade Kagem Reaction Zone All-in Grade (carats per tonne) Emerald+Beryl 1000 800 600 400 200 0 Jul 05 Jul 06 Jul 07 Jul 08 Jul 09 Jul 10 Jul 11 Jul 12 Jul 13 Apr 05 Oct 05 Apr 06 Oct 06 Apr 07 Oct 07 Apr 08 Oct 08 Apr 09 Oct 09 Apr 10 Oct 10 Apr 11 Oct 11 Apr 12 Oct 12 Apr 13 Oct
Slide 10: Kagem Monthly Stripping Ratio
9 Kagem Monthly Stripping Ratio Kagem Strip Ratio (Waste+TMS:Reaction Zone) 500 450 400 350 300 250 200 150 100 50 0 Jul 05 Jul 06 Jul 07 Jul 08 Jul 09 Jul 10 Jul 11 Jul 12 Jul 13 Apr 05 Oct 05 Apr 06 Oct 06 Apr 07 Oct 07 Apr 08 Oct 08 Apr 09 Oct 09 Apr 10 Oct 10 Apr 11 Oct 11 Apr 12 Oct 12 Apr 13 O
Slide 11: Kagem Total Monthly Rock Handling
10 Kagem Total Monthly Rock Handling Kagem Total Rock Handling (tonnes) 1,200,000 1,000,000 800,000 600,000 400,000 200,000 0 Jul 05 Jul 06 Jul 07 Jul 08 Jul 09 Jul 10 Jul 11 Jul 12 Jul 13 Apr 05 Apr 06 Apr 07 Apr 08 Apr 09 Apr 10 Apr 11 Apr 12 Apr 13 Oct 05 Oct 06 Oct 07 Oct 08 Oct 09 Oct 10 Oct 11
Slide 12: Kagem Total Monthly Operating Costs (unaudited)
11 Kagem Total Monthly Operating Costs (unaudited) Kagem Total Monthly Operating Costs (Accounting Policy Basis) USD '000 (Unaudited) * 2,700 2,200 1,700 1,200 700 Jul 08 Jul 09 Jul 10 Jul 11 Jul 12 Jul 13 Nov 08 Nov 09 Nov 10 Nov 11 Nov 12 Nov 13 Sep 08 Mar 09 May 09 Sep 09 Mar 10 May 10 Sep 10 Mar
Slide 13: Kagem Total Monthly Operating Costs (unaudited)
12 Kagem Total Monthly Operating Costs (unaudited) Kagem Total Monthly Operating Costs (Cash Cost Basis) USD '000 (Unaudited) 3,200 2,700 2,200 1,700 1,200 700 Jul 08 Jul 09 Jul 10 Jul 11 Jul 12 Jul 13 Nov 08 Nov 09 Nov 10 Nov 11 Nov 12 Nov 13 May 09 May 10 May 11 May 12 May 13 Sep 08 Mar 09 Sep 09
Slide 14: Kagem Unit Operating Costs (unaudited)
13 Kagem Unit Operating Costs (unaudited) Kagem Unit Operating Costs (Accounting Policy Basis) USD/carat (Emerald+Beryl) 2.00 1.80 1.60 1.40 1.20 1.00 0.80 0.60 0.40 0.20 0.00 Jul 08 Jul 09 Jul 10 Jul 11 Jul 12 Jul 13 Nov 08 Nov 09 Nov 10 Nov 11 Nov 12 Nov 13 Sep 08 Mar 09 May 09 Sep 09 Mar 10 May 1
Slide 15: Kagem Unit Operating Costs (unaudited)
14 Kagem Unit Operating Costs (unaudited) Kagem Unit Operating Costs (Cash Cost Basis) USD/carat (Emerald+Beryl) 3.00 2.50 2.00 1.50 1.00 0.50 0.00 Jul 08 Jul 09 Jul 10 Jul 11 Jul 12 Jul 13 Nov 08 Nov 09 Nov 10 Nov 11 Nov 12 Nov 13 Mar 09 May 09 Mar 10 May 10 Mar 11 May 11 Mar 12 May 12 Mar 13 May 1
Slide 16: Contact us
15 Contact us Gemfields Plc 54 Jermyn Street 8th Floor London SW1Y 6LX United Kingdom Tel: +44 (0)20 7518 3400 Fax: +44 (0) 20 7197 8193 The world’s single largest coloured gemstone producer