Nativo Resources Plc · LSE:NTVO
Nativo Resources — Investor Presentation (January 2025)
13 slides from Nativo Resources's investor presentation, January 2025
Slide 1: Targeting precious metal deposits in South America
Targeting precious LSE:NTVO nativoresources.com metal deposits in South America
Slide 2: Overview
Overview • 50:50 JV in Peru (Jul-24) with experienced local partners, Boku. The JV’s core strategy is: ➢ Early cash flow from formalised artisanal mining (initiated production and cash flow from Tesoro Gold Concession Dec- 24) ➢ Develop own gold ore processing capability, replacing use of tolling pl
Slide 3: Peru
Peru • Significant mineral wealth • Clear and robust mining regulations • Relatively low production costs • Experienced local suppliers • Highly receptive to foreign investment Currently operating in Peru: INVESTOR PRESENTATION 3
Slide 4: Gold Market
Gold Market • Gold ▲ over 25% in 2024; Goldman Sachs 2025 price target of $3,000/oz* • Ultimate safe-haven asset, maintaining value in times of volatility • Forecast to reach record highs in 2025, underpinned by potential Central Bank purchases, Federal Reserve rate cuts, and potential geopolitical
Slide 5: Tesoro Gold Concession
Tesoro Gold Concession • Formalised artisanal mining operations in Nazca-Ocona gold corridor, southern Peru • Internal Tesoro concession estimates: ~150,000 t averaging 15 g/t Au for 73,000 oz Au • Mining and sales of ore from “Bonanza” shaft initiated Dec-24 focusing high grade mineralised veins –
Slide 6: Morrocota Gold Mine
Morrocota Gold Mine • Nativo agreed direct 100% acquisition (completion expected Mar-25) for £116k in shares (vendors also subscribing for additional Nativo shares) • 3km from Tesoro – shares central camp/facilities, will be managed by Boku • Mine in preparation stage – 24m shaft and total of 56m dr
Slide 7: Gold Ore Processing Plant
Gold Ore Processing Plant • Lucrative support business to Peru’s artisanal sector (Dynacor, Mollehuaca, Vista Gold servicing the sector) • Boku has secured permits for own gold ore processing plant, 30 km from Tesoro • Enables retention of higher margin from mined material (25-35% increase vs tollin
Slide 8: Ana Lucia Polymetallic Concession
Ana Lucia Polymetallic Concession • Acquisition of concessions in Ancash region, central Peru (formerly Hochschild) in Jul-24 • 17 quartz-tourmaline breccias developed over an inferred porphyry system containing Pb and Zn sulphides with anomalous Ag and Au • Largest known breccia is 200 m x 45 m • C
Slide 9: Tailings Cleaning Projects
Tailings Cleaning Projects • Boku has identified 7 tailings dumps in northern Peru from historical/ongoing polymetallic mining which contain gold and silver ➢ Internal combined estimate from 2023 work of 4.9 Mt for 243,000 oz AuEq across initial 7 tailings dumps • Environmental liabilities for owner
Slide 10: Cumulative Recovered Gold Estimation
Cumulative Recovered Gold Estimation Cumulative recovered gold evolution over life of Tesoro and identified tailings cleaning projects (excludes Morrocota and proposed processing plant) 350 298,000 oz Au 300 Cummulative Recovered Gold, KOz 250 200 150 INVESTOR PRESENTATION 100 50 0 Tesoro Tailings 1
Slide 11: Management Team
Management Team Christian Yates Stephen Birrell Andrew Donovan Erick Pegot-Ogier Non-Executive Chair CEO Non-Executive Director Boku MD Extensive experience Senior C-suite executive Chartered Accountant, Senior executive based in at CEO and Board level, with more than 37 who trained at Arthur Peru w
Slide 12: LSE:NTVO nativoresources.com
LSE:NTVO nativoresources.com @nativoresources Nativo Resources Nativo management in Peru visiting a gold lixiviant plant
Slide 13: Disclaimer
Disclaimer The information contained in this document (“Presentation”) has been prepared by Nativo Resources plc (the “Company”). While the information contained herein has been prepared in good faith, neither the Company nor any of its shareholders, directors, officers, agents, employees or adviser
Nativo Resources — Investor Presentation (January 2025) on 6ix