Olivut Resources Ltd. · TSXV:OLV
Olivut Resources — Shareholder Meeting (February 2015)
24 slides from Olivut Resources's shareholder meeting presentation, February 2015
Slide 1: 1
1
Slide 2: Disclaimer
Disclaimer The information contained in this presentation is confidential and for internal use only. The contents are not to be reproduced or distributed to any third party, including the public or press. The information contained herein, while obtained from sources which we believe are reliable, is
Slide 3: Why Invest in Diamonds?
Why Invest in Diamonds? • Commodity with superior supply demand profile over the next 10 years • Why? • Lack of recent discoveries • Long decline in production going forward • Growing consumption, leading to increased prices 3
Slide 4: Decreasing Production
Decreasing Production Source: De Beers 4
Slide 5: Limited New Mines Coming Online
Limited New Mines Coming Online Forecasted rough-diamond production of new mines, millions of carats Forecast 25 Bunder (Rio Tinto) Star-Orion South (Shore Gold) 20 Mothae (Lucara) Renard (Stornoway) Gahcho Kue (Mountain Province/De Beers) 15 Karpinskogo-1 (ALROSA) Grib (Lukoil) Ghaghoo (Gem Diamond
Slide 6: Severe Supply Demand Gap
Severe Supply Demand Gap Source: Rio Tinto • Robust global demand expected growth rate: 5.1% compounded annually through 2023 • Global supply expected growth: 4.8% from 2012 through 2018 and 2.9% from 2019 through 2023 Source: Bain and Co. 6
Slide 7: Prices Increasing
Prices Increasing “The entire diamond industry will be affected by the looming supply gap in four years, with no player left unaffected.” Source: Bain and Co. • Strong Prices: • Modest-at-best new supply growth due to mature mines approaching non-economic depths, lack of new discoveries, depleting m
Slide 8: Invest in the Diamond Sector
Invest in the Diamond Sector • Portfolio Diversification – prices do not correlate with performance of other investments • Liquid Markets • Market underpinned by solid core of stable, large cap, well known companies (e.g. De Beers, RTZ, Dominion Diamond) • Excellent supply/demand dynamics 8
Slide 9: Why Invest in Olivut?
Why Invest in Olivut? • Proven Management: • 29 new kimberlite discoveries in a new province • Numerous additional untested targets • High level of fiscal management • Excellent results for dollars spent • Expanding exploration opportunities in multiple focus areas • Excellent potential for Economic
Slide 10: HOAM Project Location
HOAM Project Location Region of Interest • ~ 51,000 ha 100% owned within Region of Interest • 450 km x 200 km region • 29 kimberlite discoveries to date • Excellent KIM chemistry indicative of diamond stability field sources 10
Slide 11: Land Mass Comparison With Slave Craton Mines
Land Mass Comparison With Slave Craton Mines 11
Slide 12: Producing and Advanced Canadian Properties
Producing and Advanced Canadian Properties Ekati – 7 producing pipes ( <1 - 11 ha) Deposit ~ # Pipes Mine Plan In Cluster Diavik – 3 producing pipes (<~2.5 ha) Ekati 156 7 Diavik 70 3 Shore Gold – 2 potentially producing thin pyroclastic bodies (~>200 ha) Gahcho Kue 10 3 Jericho 15 2 Snap Lake – sha
Slide 13: Excellent Geophysical Targets
Excellent Geophysical Targets • Numerous new priority targets • Many subtle anomalies correlate with magnetics of many producing pipes • Distinct, isolated, positive and negative magnetic features • Potential for large, high volume kimberlites • Near surface intrusives ~150 x125 m e.g.,<30m depth 13
Slide 14: Exceptional Geochemistry
Exceptional Geochemistry Olivut Regional Pyrope Chemistry • Very high percentage of diamond stability field indicator minerals, as well as some microdiamonds recovered • Diamond field indicator mineral source remains to be discovered 14
Slide 15: 2013 & 2014 Exploration Results
2013 & 2014 Exploration Results • Detailed Helimag Program • 23 helimag blocks flown • 50m line spacing • 17 confirmed moderate – high priority targets • Several additional very discreet, high interest drill targets • Completed the geophysical analysis of regional airborne database • Numerous new ta
Slide 16: Purpose of Detailed Magnetic Surveys
Purpose of Detailed Magnetic Surveys • To upgrade or downgrade all targets selected from regional widely spaced surveys: • Additional detail confirms if a target is drill worthy or not • Reduces costs associated with drilling questionable targets 16
Slide 17: Helimag Results – downgraded targets
Helimag Results – downgraded targets Regional Detailed Airborne Helimag 17
Slide 18: Helimag Results – confirmed target
Helimag Results – confirmed target Regional Detailed Airborne Helimag 18
Slide 19: 2015 Spring Exploration Program
2015 Spring Exploration Program • Plans underway for detailed helimag survey over regional targets • Drill priority list will be finalized 19
Slide 20: HOAM – Excellent Logistics
HOAM – Excellent Logistics • communities nearby – Ft. Simpson, Tulita, Wrigley, Deline • all weather roads - Mackenzie and Liard Highways • major pipeline cuts through or close to claims/permits • river transportation • favourable terrain • airport infrastructure • land based targets 20
Slide 21: HOAM Project
HOAM Project • Discovered 29 new kimberlites • Drill ready targets • Extremely encouraging results • Work is ongoing to advance Company 21
Slide 22: The People
The People Leni Keough P.Geo. President & CEO, Director & Founder Geologist, 25+ yrs experience Sharon Dowdall Chairman 35+ yrs legal experience in mining Ian Shaw CFO 35+ yrs financial experience in exploration sector Craig Reith CA, Director 35+ yrs financial experience in public sector Dr. Mal Mc
Slide 23: Capital Structure
Capital Structure WORKING CAPITAL $674,000 (as of Oct. 31, 2014) MARKET CAP (Feb. 6, 2015@ $0.145 /share) $5,546,937 CAPITAL STOCK: (as of Feb. 6, 2015) a) Issued – 38,254,735 common shares b) Stock Options – 3,710,000 from $0.11 - $1.70 LARGE SHAREHOLDERS: Pierre Lassonde approx. 16% Management/BOD
Slide 24: Summary
Summary • Developing a new kimberlite province • Exploring new region with extremely positive indications for diamond potential • Excellent, discrete targets – drill ready • Experienced management . . . it’s a question of time 24
Olivut Resources — Shareholder Meeting (February 2015) on 6ix