Alien Metals Ltd Corporate Presentation June 2019
Alien Metals - Snapshot AIM quoted (UFO.L) mining exploration and development company Strategy Mexico Acquisitions Build a portfolio of mining Ideally placed to projects which 1,500Ha portfolio of capitalise on acquisition demonstrate development copper and silver deposits opportunities - new Board upside in global which demonstrate with an established track jurisdictions with an significant value upside record of leading and managing junior mining through exploration and established infrastructure projects and developing development and JV and mining codes, where profitable mining assets partnerships strong operational controls can be assured PAGE 2
Board Alien Metals benefits from a management team which has extensive operational experience and a proven track record of leading and managing junior mining projects and developing profitable mining assets Over 10 years’ capital markets experience working in various roles including as an Executive and Non-Executive Dan Smith Chairman Director and Company Secretary of companies on AIM, ASX and NSX. Founder of Minerva Corporate Pty Ltd, a boutique corporate services firm focused on providing corporate advisory, company secretarial, and accounting services to listed and unlisted entities, as well as compliance manager services for IPOs and RTOs across sectors including natural resources. Dan is currently a Non-Executive Director and Company Secretary of AIM traded Europa Metals Ltd, a European focused zinc-lead exploration company. Has over 25 years’ experience leading strategic operations within the mining and exploration sector in Africa, Peter Taylor CEO Southeast Asia and Europe, including as Chief Operating Officer at formerly AIM and TSX:V traded African gold and iron company, African Aura Mining Inc. James Cable Chartered accountant for over 35 years and is a finance director with extensive experience at board level in quoted Non-Exec Director and entrepreneurial private companies. He has significant international and commercial experience gained in the Middle East, Africa, Far East and Europe in several business sectors including natural resources and construction. He is a former Finance Director of Kopane Diamond Developments Plc and Mantle Diamonds Ltd. and advises natural resources companies on corporate strategy and project finance. Over 10 years’ experience in the financial services sector in London, working in dealing and trading roles with a focus Christopher Gordon Non-Exec Director on raising capital for listed companies. Chris Gordon previously acted as a non-executive director for Gunsynd plc which is listed on AIM. Fellow of The Institute of Chartered Secretaries and Administrators (“ICSA”), has held senior roles in a number of David Taylor Company Secretary international blue chip companies, and most recently served as Assistant Company Secretary of ICSA, a leading authority on governance and compliance. PAGE 3
Mexico: Large Mineral Producer • Largest silver producing country in the world and significant base metal production • Prolific mineral potential and mining history • Excellent availability of senior personnel and skilled labour • Part of NAFTA, low country risk and stable government, despite the Trump administration Zacatecas • Reasonable tax burden, permitting process, community support • Security and social issues are localised, not pervasive • Excellent transportation and energy infrastructure PAGE 4
The Heart of the Mexican Base and Precious Metals Belt PAGE 5
Mexico Copper and Silver portfolio • 12 wholly owned copper and silver concessions spanning 1,500 Ha in Zacatecas State • Three priority focus areas: – Donovan 2 Copper Project – 746 hectare project – Los Campos Silver project – 500 hectare project – San Celso Silver project – high grade silver project with five significant veins identified to date • Good indications to target future drilling campaigns PAGE 6
Donovan 2 Project - Geochemistry • 746 Ha mining concession • 3.34% Cu dump sample • Geophysics indicative of VMS deposit • Located 24km from Teck Resources San Nicolas VMS Project; 108Mt NI 43-101 (M&I) 1.16% Cu, 1.6% Zn, 0.43g/t.Au and 24.5g/t Ag. • Planned drilling Cerro La Cruz A schematic map of the Donovan 2 Project and El Bordo targets Q2 2019 PAGE 7
Donovan 2 Project - Geophysics A schematic map of the Donovan 2 Project PAGE 8
Donovan 2 Project - Geophysics PAGE 9
Los Campos Project • 500 hectare project area • Encompasses the former Los Campos mine, its satellite excavations and the San Rafael and Los Campos veins • Opportunity to rehabilitate several old mine shafts in the area to: – ascertain the extent of historic mine workings; – identify potential highly mineralised zones for follow-up drilling; and A schematic map of the Los Campos Project – undertake further mapping to verify the presence of additional vein structures PAGE 10
San Celso Project • Concessions over 88 hectares • Located in the historic mining district of Pánfilo Natera-Ojocaliente • Excellent infrastructure • Five high-grade veins with grades up to 395g/t Ag, 13,700ppm Pb, and 13,900ppm Zn identified to date • Vein systems indicate considerable depth and similarities to the Company’s previously owned and nearby San José mine, where historic A schematic map of the area showing the various identified mining exploited the San José vein down to approximately 300 metres • Underground mapping and sampling campaign planned for 2019 PAGE 11
Why Invest in Silver Now? Silver Physical Surplus / Deficit • Tighter supply of silver as a result of: ‒ Reduction in mine production ‒ Lower scrap supplies ‒ No government sales • Global demand remains strong (approx. 1 million oz per annum: – Electronics (Batteries) – Automotive World Coin and Bar Demand – Green technologies (solar) – Medical uses (antiseptics, disinfectant etc.) – Water purification PAGE 12
Acquisition Led Growth Strategy • Ideally placed to capitalise on acquisition Near-term opportunities development upside • New Board with an established track Stable record of leading and managing junior Good mining political mining projects and developing profitable postcodes backdrop mining assets Acquisition targets • include Looking globally for projects which projects demonstrate near-term exploration and with: development upside in precious and base metal deposits Precious/ Excellent base metals infrastructure Established mining codes PAGE 13
Capital Structure Capital Structure as at 27 June 2019 Share price information as at 3 May 2019 Market AIM Ticker UFO 0.255p Share price (03.05.19) 52 week share price 0.05p to 0.47p Issued share capital 1,118,389,941 Major Shareholders Share options 71,327,255 Gravner Ltd 22.02% King Dragon (Far East) Ltd 17.09% Warrants 348,695,000 Peel Hunt LLP 12.77% Aznav Ltd 10.73% Fully diluted share capital 1,538,412,196 PAGE 14
Investment Highlights • Upside potential from positive exploration results – exploration designed to improve certainty of mineral content and planned exploration examining prospect of VMS deposit at Donovan 2 • Almost 1,500 hectares of exploration tenement in Mexico’s premier VMS and silver producing district which offers monetisation and strategic partnership opportunities • Exposure to copper price - favourable long-term demand outlook • Acquisition led strategy offers portfolio growth potential – will acquire exploration and development projects which offer near-term upside in precious and base metal deposits • Excellent operations team with a proven track record of advancing exploration assets through to production • Opportunity to benefit from any upwards shares revaluation given lack of market favour and low valuation compared to peers PAGE 15
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