Jangada Mines Plc · LSE:JAN
Jangada Mines — Investor Presentation (October 2018)
18 slides from Jangada Mines's investor presentation, October 2018
Slide 1: Developing a World Class Polymetallic Project
Pd Palladium Pt Platinum Ni Nickel DEVELOPING A WORLD CLASS POLYMETALLIC PROJECT Cr Q4 2018 Chromium Cu Copper Co Cobalt Jangada Mines PLC 2018
Slide 2: Disclaimer & Forward-Looking Statements
DISCLAIMER & FORWARD-LOOKING STATEMENTS The information contained in this document (the “Presentation”) has been prepared by Jangada Mines plc (the “Company”) solely for informational purposes. It is subject to material updating, completion, revision, verification and further amendment. This Present
Slide 3: World Class Palladium Asset
WORLD CLASS PALLADIUM ASSET UNIQUE PLATINUM GROUP METALS PROJECT WITH ADDITIONAL NICKEL CREDITS PROJECT AREA 48,000 hectares, including 3 mining licences covering 52% of the current resource & 42 exploration licences. Mining and environmental permit applications submitted 11 targets confirmed with P
Slide 4: Promises Delivered
PROMISES DELIVERED KEY MILESTONES ACHIEVED Announced significant Listed on resource increase – London Stock Confirmed JORC Identified high-grade 53% increase in PGM Agreed a fundraise High-grade economic Exchange AIM – compliant cobalt and vanadium-titanium- resource to 1.45 package of nickel and co
Slide 5: Preliminary Economic Assessment
PRELIMINARY ECONOMIC ASESSEMENT SHALLOW, OPEN PIT OPERATION WITH A SHORT PAYBACK PERIOD NPV of US$192 million at a 7% discount rate , Internal Rate of Return (‘IRR’) of 67% and 1.6-year payback Potential life-of-mine of 13 years at a low strip ratio of 1:1.2 from a Mineral Inventory of 27 million to
Slide 6: Brazil
BRAZIL A SUPPORTIVE JURISDICTION FOR MINING AND FOREIGN INVESTMENT A leading mineral exporter with the mining sector comprising almost 7% of Brazil’s GDP Recent changes to mining code increases attractiveness of Brazil as an investment destination and country of operation Established infrastructure
Slide 7: PGMs Market
Pt Pd Platinum Palladium PGMs MARKET PGMs: WIDELY USED, SUBJECT TO SIGNIFICANT SUPPLY CONSTRAINTS AND INCREASING DEMAND Stable locations key for future security of supply: uncertainty in South African mining code; political risk from Russian interference in strategic metals as well as declining Russ
Slide 8: Potential Nickel Sulphide Resource
POTENTIAL NICKEL SULPHIDE RESOURCE BATTERY GRADE NICKEL POTENTIAL 106 drill hole core samples contained grades ranging from 0.5%- 2.65% Ni located beneath PGM reserves The presence of nickel sulphide has the potential to significantly reduce operating costs Current data and our geological model high
Slide 9: Nickel
Ni Nickel NICKEL DEMAND FOR NICKEL IS OUTSTRIPPING SUPPLY 2018 is third consecutive year of a growing supply deficit for nickel 68% of total supply of nickel is used in production Li-ion batteries currently consist of 39% nickel of stainless steel; CAGR of stainless steel market is which is set to r
Slide 10: Key Data
KEY DATA CAPITAL STRUCTURE AND MA JOR SHAREHOLDERS Share Price 6 KEY SHAREHOLDERS 5 Brian McMaster 20.3% 4 Matthew Wood & Family 20.3% 3 Luis Azevedo 19.8% 2 Mark Sumner 6.4% 1 0 SHARES IN OPTIONS AND TICKER MARKET CAP SHARE PRICE 52 WEEK RANGE ISSUE WARRANTS* 15,250,000 options AIM: JAN 5.36M 2.3p
Slide 11: Appendix – The Team
APPENDIX – THE TEAM PROVEN TRACK RECORD IN FUNDING & DEVELOPING PROJECTS IN SOUTH AMERICA Brian McMaster Luis Azevedo Executive chairman Non-Executive Director • Geologist and lawyer with more than 25 years experience in Brazil • Member of the Institute of Chartered Accountants • 20 years’ experienc
Slide 12: Appendix - Quite a Spread
APPENDIX - QUITE A SPREAD A CONFIRMED MULTI-COMMODITY BASKET Potential Viability of Mineral Resources Mineralisation Product Total Strip Waste Mined Ratio Target Mass Au Pd Pt Au Equiv Co Cr203 Cu Ni Au Pd Pt Cu Ni Cr203 Co Mt ppm % Mt t/t Oz troy x 1000 kt t Esbarro 9.44 0.025 0.782 0.406 0.928 125
Slide 13: Appendix - Licences and Targets
APPENDIX - LICENCES AND TARGETS Additional PGM and base metal targets have been confirmed through regional exploration and drilling presenting significant resource expansion possibilities The most recent regional target included in the JORC resources resulted in a 500,000oz increase in PGM+Au Figure
Slide 14: Appendix – Flow Sheet
APPENDIX – FLOW SHEET AN OPTIMISED AND COST EFFECTIVE PRODUCTION PLAN Conventional sulphide flotation plant producing two concentrates including a saleable multi-element sulphide concentrate and a chrome concentrate Metallurgical test programme demonstrated that the inclusion of magnetic separation
Slide 15: Appendix: Potential Nickel Sulphide Resource
APPENDIX: POTENTIAL NICKEL SULPHIDE RESOURCE OPPORTUNITY TO RELIEVE CASH COST BURDEN Of particular interest are drill hole intersections including: • RW014: 2.65 % Ni; 0.86 % Cu and 0.13 % Co over 0.3 m at 55.0 m • CD50: 1.65 % Ni; 1.5 % Cu and 0.1 % Co over 1.8 m at 47,2 m • PBE05: 2.3 % Ni over 1.
Slide 16: Appendix - Copper and Cobalt Market
Cu Co Copper Cobalt APPENDIX - COPPER AND COBALT MARKET MARKETS SET TO EXPONENTIALLY INCREASE WITH POSITIVE PRICING DYNAMICS Uses of copper and cobalt: 30 Demand/Supply of Copper Demand Building and Construction By 2027 25 there is 20 anticipated to be 10 15 Production Electronics million capability
Slide 17: Appendix - Vanadium, Titanium and Iron Deposit
APPENDIX - VANADIUM, TITANIUM AND IRON DEPOSIT OPPORTUNITY TO SIGNIFICANTLY REDUCE CASH COSTS OF PGM EXTRACTION High grade vanadium, titanium, iron deposit at Pedra Branca Identified through detailed geophysics, mapping and sampling Variance in grade and chemistry remarkably low Consistent grades ac
Slide 18: Contacts
CONTACTS JANGADA MINES PLC Registered Address Postal Address Level 2, 34 Dover Street Level 2, 34 Dover Street London London W1S 4NG W1S 4NG [email protected] ST BRIDES PARTNERS LTD 3 St Michael’s Alley London EC3V 9DS +44 (0)20 7236 1177 Jangada Mines PLC 15 2018