Gemfields Group Limited · JSE:GML
Gemfields — Corporate Update (August 2009)
14 slides from Gemfields's corporate update, Aug 5, 2009
Slide 1: Operational Update (Unaudited)
Gemfields plc Operational Update (Unaudited) 5 August 2009
Slide 2: Legal Disclaimer
Legal Disclaimer This document, which has been issued by Gemfields Plc (the “Company”), comprises the written materials/slides for a presentation concerning the Company, including it business, results of operations and prospects. This document does not constitute or form part of any offer or invitat
Slide 3: Gemfields' Existing Assets
Gemfields’ Existing Assets Gemfields plc Kagem Emerald Mine Mbuva-Chibolele Kamakanga Emerald (Zambia) Emerald Mine (Zambia) Mine (Zambia) 75% 100% (mothballed) 100% (mothballed) Kariba Amethyst Mine 15 Madagascar exploration (Zambia) licences (rubies, sapphires Zambian emerald and emeralds) explora
Slide 4: Emerald and Beryl Geology – The Basics
Emerald and Beryl Geology – The Basics SIMPLIFIED STRUCTURE DIAGRAM 1. 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 REACTION a layer of RZ of varying ZONE thickness
Slide 5: Kagem Annual Summary
Kagem Annual Summary KAGEM Annual Production Summary Units Year to 30 Jun 06 Year to 30 Jun 07 Year to 30 Jun 08 Year to 30 Jun 09 Gemstone Production (Emerald+Beryl) million carats 10.2 9.4 9.9 28.0 Ore Production (Reaction Zone) '000 tonnes 22 29 42 80 Grade (Emerald+Beryl/Reaction Zone) carats/to
Slide 6: Kagem Quarterly Production to 30 June 2009
Kagem Quarterly Production to 30 June 2009 KAGEM Annual Summary to 30 Jun 09 Quarter Ending: 30‐Sep‐08 31‐Dec‐08 31‐Mar‐09* 30‐Jun‐09* TOTAL Gemstone Production (Emerald+Beryl) million carats 9.4 5.3 7.3 6.0 28.0 Ore Production (Reaction Zone) '000 tonnes 21 19 18 22 80 Grade (Emerald+Beryl/Reaction
Slide 7: Monthly Gemstone Production
Kagem Monthly Gemstone Production Kagem Monthly Gemstone Production (carats) Emerald+Beryl 4,000,000 Gemfields begins Gemfields managing Kagem acquires 75% 3,500,000 3,000,000 2,500,000 2,000,000 1,500,000 1,000,000 500,000 0 Jan'05 Mar'05 Jul'05 Jan'06 Mar'06 Jul'06 Jan'07 Mar'07 Jul'07 Jan'08 Mar'
Slide 8: Monthly Ore Mining
Kagem Monthly Ore Mining Kagem Reaction Zone (Ore) Mining (tonnes) 10,000 Gemfields begins Gemfields managing Kagem acquires 75% 9,000 8,000 7,000 6,000 5,000 4,000 3,000 2,000 1,000 0 Sep'05 Nov'05 Sep'06 Nov'06 Sep'07 Nov'07 Jan'05 Mar'05 May'05 Jul'05 Jan'06 Mar'06 May'06 Jul'06 Jan'07 Mar'07 May
Slide 9: Monthly Ore Grade
Kagem Monthly Ore Grade Kagem Reaction Zone All-in Grade (carats per tonne) Emerald+Beryl 1000 Gemfields Gemfields 900 begins managing acquires 75% Kagem 800 700 600 500 400 300 200 100 0 Jan'05 Mar'05 May'05 Jul'05 Sep'05 Nov'05 Jan'06 Mar'06 May'06 Jul'06 Sep'06 Nov'06 Jan'07 Mar'07 May'07 Jul'07
Slide 10: Monthly Strip Ratio
Kagem Monthly Strip Ratio Kagem Strip Ratio (Waste+TMS:Reaction Zone) 500 Gemfields begins Gemfields managing Kagem acquires 75% 450 400 350 300 250 200 150 100 50 0 Jan'05 Mar'05 Jul'05 Jan'06 Mar'06 Jul'06 Jan'07 Mar'07 Jul'07 Jan'08 Mar'08 Jul'08 Jan'09 Mar'09 Sep '08 May'05 Sep'05 Nov'05 May'06
Slide 11: Total Monthly Rock Handling
Kagem Total Monthly Rock Handling Kagem Total Rock Handling (tonnes) 900,000 Gemfields begins Gemfields managing Kagem acquires 75% 800,000 700,000 600,000 500,000 400,000 300,000 200,000 100,000 0 Jan'05 Mar'05 May'05 Jul'05 Sep'05 Nov'05 Jan'06 Mar'06 May'06 Jul'06 Sep'06 Nov'06 Jan'07 Mar'07 May'
Slide 12: Total Monthly Operating Costs (unaudited)
Kagem Total Monthly Operating Costs (unaudited) Kagem’s Total Monthly operating cost USD '000 - Unaudited 3,000 2,800 2,600 2,400 2,200 2,000 1,800 1,600 1,400 1,200 1,000 Jul'08 Aug'08 Sep '08 Oct '08 Nov '08 Dec '08 Jan'09 Feb'09 *Cost figures for March through June are available but could form th
Slide 13: Unit Operating Costs (unaudited)
Kagem Unit Operating Costs (unaudited) Kagem Unit Operating Cost USD /Carat ( Emerald +Beryl) 1.60 1.40 1.20 1.00 0.80 0.60 0.40 0.20 0.00 Sep '08 Feb'09 Oct '08 Nov '08 Dec '08 Jul'08 Aug'08 Jan'09 *Cost figures for March through June are available but could form the data necessary to calculate an
Slide 14: End
End Gemfields