Kazera Global Plc · LSE:KZG
Kazera Global — Investor Presentation (July 2017)
16 slides from Kazera Global's investor presentation, July 2017
Slide 1: Meeting Market Demand and Resource Expansion: Investing in tantalum and lithium
MEETING MARKET DEMAND AND RESOURCE EXPANSION Investing in tantalum and lithium July 2017 1
Slide 2: Disclaimer
DISCLAIMER Investing in tantalum and lithium THE INFORMATION CONTAINED IN THIS PRESENTATION IS BEING SUPPLIED AND COMMUNICATED TO YOU ON A CONFIDENTIAL BASIS SOLELY FOR YOUR INFORMATION AND MAY NOT BE REPRODUCED, FURTHER DISTRIBUTED TO ANY OTHER PERSON OR PUBLISHED, IN WHOLE OR IN PART, FOR ANY PURP
Slide 3: Overview
OVERVIEW Investing in tantalum and lithium • Investing company focussed on tantalite production and lithium exploration through its 75% stake in African Tantalum (Aftan), the owner of the Namibia Tantalite Investments (NTI) Mine, in Southern Namibia • NTI produces tantalite for the global tantalum m
Slide 4: Management Team and Board
Management Team and Board EXPERIENCED BOARD AND MANAGEMENT Investing in tantalum and lithium Giles Clarke, Chairman Giles Clarke is President of the England and Wales Cricket Board and Chairman of the Finance & Commercial Affairs committee of the International Cricket Council. He is also Chairman of
Slide 5: Namibia – Politically Stable and Mining Friendly
Namibia NAMIBIA – POLITICALLY STABLE AND MINING FRIENDLY Investing in tantalum and lithium • Became independent in 1990 and is a multi-party, presidential democracy • 34th largest country in the world and level 1 graded on global compliance based on the Dodd-Frank Act • Namibia has enjoyed 26 years
Slide 6: Project Location & Schematic Representation of Mineral Resources
History and development PROJECT LOCATION & SCHEMATIC REPRESENTATION OF MINERAL RESOURCES Investing in tantalum and lithium 6
Slide 7: Tantalite & Lithium – High Demand Markets
TANTALITE & LITHIUM – HIGH DEMAND MARKETS Investing in tantalum and lithium Tantalite Lithium • Predominantly used in electronic components such • Unique electrochemical properties in demand for as capacitors and some high-power resistors in portable energy storage batteries with the highest EC ever
Slide 8: Tantalite Value Chain
Tantalum value chain TANTALITE VALUE CHAIN Investing in tantalum and lithium Concentrate Capacitor Circuit Board Original Equipment Miners Refiners Producer Assemblers Manufacturers Concentrate 20% to 40% Ta2O5 99.9% K2TaF2 99.9% Ta part of product Ta part of product Australia Kemet, GAM (USA) Kemet
Slide 9: Supplying the Global Tantalum Market
SUPPLYING THE GLOBAL TANTALUM MARKET Investing in tantalum and lithium • Plant improvements have delivered better utilisation rates, recoveries and consistently higher grades • Successful visits to the project by a leading manufacturer of tantalum capacitors has led to first sales of NTI’s world cla
Slide 10: Lithium Resource and Lithium Potential
LITHIUM RESOURCE AND LITHIUM POTENTIAL Investing in tantalum and lithium • Initial samples conducted by SGS resulted in grades above 1.62% • During exploration, Aftan has encountered significant lithium bearing ores with Lepidolite pigments located 2km from Homestead and the Tantalum Processing Plan
Slide 11: Forward Strategy – Expansion to Meet Demand
FORWARD STRATEGY – EXPANSION TO MEET DEMAND Investing in tantalum and lithium Near Term Geological exploration • Lithium and Tantalum Core Drilling to enhance ore body definition, increase Tantalum resource and LOM and complete Lithium JORC resource report Upgrade some of the current equipment • To
Slide 12: Scheduling
SCHEDULING Investing in tantalum and lithium Current Sales of 1MT and 3MT ready (both above 40% grade) Short term target Ramping to 5MT - 10MT per quarter Long term target Continue ramping to 30MT per quarter 12
Slide 13: Summary
SUMMARY Investing in tantalum and lithium • Focus of H1 has been on increasing product quality in order to meet customer specifications and achieving Ta205 levels beyond 35% • Signed multi-year supply agreement with a global North American leading tantalum consumer and end user of our tantalum ore •
Slide 14: Appendices
APPENDICES Investing in tantalum and lithium 14
Slide 15: Corporate Structure
CORPORATE STRUCTURE Investing in tantalum and lithium 15
Slide 16: Upgrades to Increase Tantalum Production and Deliver Lithium Resource
UPGRADES TO INCREASE TANTALUM PRODUCTON AND Investing in tantalum and lithium DELIVER LITHIUM RESOURCE Processing plant Mining: Equipment required to improve plant and Geology: Activities to be completed to • Replacement of Conveyor Belts mining efficiency to meet customer demand: advance towards Li