Kazera Global plc · LSE:KZG
Kazera Global — Investor Presentation (July 2020)
12 slides from Kazera Global's investor presentation, Jul 20, 2020
Slide 1: Kazera Global Investments Plc
Kazera Global Investments Plc A diversified African Resources play listed on AIM
Slide 2: Disclaimer
Disclaimer • The information contained in these slides and the accompanying oral presentation (together, the "Presentation") have not been approved by an authorised person within the meaning of the Financial Services and Markets Act 2000 ("FSMA"). If any person is in any doubt as to the contents of
Slide 3: Company Overview
Company Overview Board of Directors: Giles Clarke - Chairman Larry Johnson,- Chief Executive Officer Nick Harrison - Non-Executive Director Dennis Edmonds – Executive Director Odilon Ilunga – Executive Technical Director • Shares Outstanding: 680,450,986 • Operations: Currently focused on developing
Slide 4: The West Coast Diamond fields
The West Coast Diamond fields A complementary expansion into an operated interest in a Diamond Mining Project with Heavy Mineral Sands (HMS) potential in South Africa. ▪ Within 450 kilometres of Kazera’s existing Namibian Mining Operation ➢ Utilising existing skilled Technical Teams that includes ye
Slide 5: Background to Project
Background to Project • Stare Alluvial Diggingsstarted diamond production in 1928 • Over 10 million carats of gem grade diamonds have been recovered from beach and marine gravels • Diamond security has previously prevented heavy mineral sands being produced • Local team have tested the area and are
Slide 6: Restarting Production from Deep Blue
Restarting Production from Deep Blue Short term: Diamond Production Capable of driving cash flow in 12 months • Restarting production • The joint venture will utilize the same technology applied to Tormin field, which is a HMS operation 200km south of the Deep Blue field. • Diamond gravels acquired
Slide 7: Diamond Project Key Highlights
Diamond Project Key Highlights • Diamond production aims to produce 300-500 ct/month, achieving estimated gross revenue of between US$84,000 – US$140,000 / month • Attractive cash flow profile with low start up costs • Proven Ground allowing extraction with low Capex startup cost • Favourable Exchan
Slide 8: Heavy Mineral Sands Potential
Heavy Mineral Sands Potential • Targeting up to 6,600tpm • Pre-tax profit pre-BEE share of $60/t • cUS$300,000/month net (post tax) to KZG • Potential Build Own Operate (BOO) structure • In principle agreement in place with a 3rd party International group • Opens up the potential scale to 80,000tpa
Slide 9: The Prize – Peer Comparable
Peer Comparables The Prize – Peer Comparable Blue Rock Diamonds (LON:BRD) ▪ Initial breakdown of diamond operation ▪ £3.2 million market cap ▪ Similar profile ▪ Diamonds harder to mine as BRD is mining kimberlite Mineral Commodities (ASX:MRC) ▪ Mining south of KZG’s license application area ▪ £52.3
Slide 10: Buying during Diamond nadir
Buying during Diamond nadir Indexed US inflation Indexed rough diamond price 10
Slide 11: Local South African Expertise
Local South African Expertise Operations Manager – Johan Truter Worked for State Alluvial Diamonds/Alexkor from 1979 – 2003 As Production Manager he was responsible for Land Mining Operations, including: * Mining and Maintenance Budgets * Mine and Maintenance Planning * Mining and Production * Bedro
Slide 12: Contacts
Contacts WWW.KAZERAGLOBAL.COM 12