Ble lenheim Natural Resources plc In Investment Seminar 2pm Friday 15 September 2017 Wax Chandlers Hall, 6 Gresham Street, London EC2V 7AD
Disclaimers Document This Presentation is not a formal information memorandum, prospectus or placement memorandum. It does not constitute or form part of any offer or invitation to subscribe for, underwrite or purchase shares in the Company and should not be treated as constituting an inducement or representation in connection with any offer or invitation, nor shall it or any part of it form the basis of or be relied upon in any way in connection with any contract relating to any shares in the Company. ● The information contained in this draft Presentation is selective and is for illustrative purposes only and is subject to material updating, completion, revision, verification or other amendment. ● This Presentation does not comprise advice on the suitability of an investment in shares in the Company for any particular investor or prospective investor and is given for information purposes only. If you are in any doubt about the contents of this Presentation you should consult your stockbroker, bank manager, solicitor, accountant or other financial adviser Forward-looking statements This document includes forward looking statements. All statements other than statements of historical fact included in this document regarding the business, financial condition, results of operations of the Company, or any Group Company and certain plans, objectives, assumptions, expectations or beliefs with respect to these items and statements regarding other future events or prospects, are forward looking statements. Should one or more of the risks or uncertainties associated with such forward looking statements materialise, or should assumptions underlying such forward looking statements prove incorrect, actual results may vary materially from those described herein. Neither the Company nor any Group Company assume any obligation to update or correct the information contained in this document, whether as a result of new information, future events or otherwise. ● These statements include, without limitation, those concerning: strategy and the ability to achieve it; expectations regarding sales, expenses, profitability and growth; possible or assumed future results of operations; capital expenditure and investment plans; adequacy of capital; and financing plans. The words “ aim ”, “may”, “expect”, “anticipate”, “believe”, “future”, “continue”, “help”, “estimate”, “plan”, “intend”, “should”, “could”, “would”, “shall” and similar terms or the negative or ot her variations thereof, as well as other statements regarding matters that are not historical fact, are or may also constitute forward looking statements. In addition, this document includes forward looking statements relating to potential exposure to various types of market risks, such as foreign exchange rate risks, interest rate risks and other risks related to financial assets and liabilities. ● These forward looking statements have been based on the current view of the Directors with respect to future events and financial performance. These views reflect the best judgement of the Directors but involve a number of risks and uncertainties which could cause actual results to differ materially from those predicted in forward-looking statements and from past results, performance or achievements. Although it is the belief of such persons, that the estimates reflected in the forward looking statements are reasonable, such estimates may prove to be incorrect. By their nature, forward looking statements involve risk and uncertainty because they relate to events and depend on circumstances that may occur in the future. There are a number of factors that could cause actual results and developments to differ materially from those expressed or implied by these forward looking statements, including the following: economic downturn, recession, acts or threats of terrorism, acts or the threat of war or other adverse political developments in key markets, legislative and regulatory changes, failure to protect intellectual property rights or any infringement claims, termination of arrangements with third parties for any reason, litigation and future exchange and interest rates.
Welcome Blenheim Natural Resources Investment Seminar • Introduction - BNR • West African Lithium – Mansa Lithium and Nashwan Holdings • Botswana Nickel – Kalahari Key • Global geoscience consultancy – IGS
Profile • A UK-incorporated company investing in shares in natural resource companies. • Focus on investment opportunities in mineral exploration and mining, including unquoted as well as quoted businesses, and investments in projects: • Strategic investments in young companies • Trading portfolio of liquid stocks • Opportunities for RTO
Directors Chris Ells FCA (Chairman, Non-Executive Director) Chris Ells was appointed as a non-executive director on 1 November 2013. He is a qualified Chartered Accountant with over 25 years of experience in the structured finance industry. He qualified with KPMG London in the early 1970s before emigrating to Australia. In 1979 he co-founded Allco Finance Group in Sydney and set up their Melbourne office in 1983 and their London office in 1986. During his career in structured finance, Chris has completed client transactions in excess of £1bn, including for British Aerospace and Qantas. Chris has experience in the natural resources sector and was a director of South East African Mining, an exploration company focused on gold and base metal projects in sub-Saharan Africa, until February 2014 . Mark Parker, BA, MIMMM (Non-Executive Director) Mark Parker was appointed as a non-executive director on 28 March 2013. He is a mineral exploration entrepreneur and geophysicis t with 40 years’ experience in prospecting, consulting and corporate management in Africa, Europe, Southeast Asia, Latin America and the Middle East. Mark is Chairman of Andiamo Exploration Ltd, a British company with gold and base metal VMS projects in Eritrea. He is also founder and Managing Director of Equator Gold Limited, which explores for gold in South Sudan, non-executive Chairman of International Geoscience Services Ltd (IGS) and a director of Walzinc sprl, a western European zinc venture. From 1996 to 2011, Mark was Managing Director of African Eagle Resources plc. Previously he worked in the British Geological Survey, Hunting Geology and Geophysics, Ark Geophysics and as a consultant. He holds a BA in Environmental Science from Lancaster University. Christian Schaffalitzky, BA(Mod), FIMMM, PGEO, CEng (Non-Executive Director) Christian Schaffalitzky was appointed as a non-executive director on 12 April 2017. He is Managing Director of Eurasia Mining plc which mines and explores PGMs in Russia. With over 40 years' experience in minerals exploration, Christian was a founder of CSA Global, the consulting group, and Ivernia West PLC, where he led the exploration, discovery and development of the Lisheen zinc deposit in Ireland, similarly the Shaimerden zinc deposit in Kazakhstan for Ennex International. He is also Chairman of Kibo Mining plc and on the board of MetalNRG.
Strategic Investments • Lithium in West Africa • 40% holding in Mansa Lithium • 30% holding in Nashwan • Geoscience Consulting and Technology • 29.9% holding in IGS Ltd • Nickel-Platinum ±Copper and Cobalt in Botswana • 20% initial holding in Kalahari Key • Gold-Copper-Zinc in East Africa • Small holding in Andiamo Exploration Ltd
Assets • Trading portfolio ~£250k • Strategic investments for total consideration of ~£2m • Cash in hand ~£600k at 31 March 2017
Prospects for metals • Gold • Gold price rose 4.19% in August • Sound fundamentals • Base metals • Copper and Cobalt likely to rise on electric vehicles etc • Zinc has outperformed other metals in 2017 • Speciality metals • Indium, Gallium, Germanium, etc (by-products of zinc mining) • Rare earth elements, especially HREEs, needed for magnets etc • Antimony • Energy minerals • Uranium (growth in nuclear power) • Lithium, graphite, etc
Precious metals - Gold (Au)
Base metals – copper (Cu)
Base metals – Zinc (Zn)
Battery metals – Lithium (Li)
Battery metals – Cobalt (Co)
Speciality metals – Antimony (Sb)
Speciality metals – Ga, Ge, Hf, In, etc
Energy minerals – U, Th
Lithium Market A key metal for low-carbon future • Batteries for e-vehicles • Batteries for demand management • Batteries for decentralised power • Batteries for consumer electronics Graphic shows increase in metals production required to limit global warming to 2°C and 4°C Source: World Bank
Lithium Market Forecast growth in electric vehicles
Lithium Market
Lithium Market • Battery cost is insensitive to the lithium price • Even if the price of lithium soars 300%, battery costs would rise by only 2 percent.
Lithium Market
Lithium Market
Lithium - Mali Ancient rocks with pegmatite potential
Mali
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