Investor Presentation January 2017
Disclaimer This presentation does not constitute a recommendation information or opinions contained in this presentation, and no regarding the shares of the Company nor a representation liability is accepted by any of them for any such information or that any dealing in those shares is appropriate. The Company opinions, provided that nothing in this paragraph shall exclude accepts no duty of care whatsoever to the reader of this liability for any representation or warranty made fraudulently. presentation in respect of its contents and the Company is The information and opinions contained in this presentation are not acting in any fjduciary capacity. This presentation does not provided as at the date hereof. purport to be all-inclusive or to contain all the information that an investor may desire to have when evaluating whether or not The contents of this presentation are confjdential and must to make an investment in the Company. not be copied, published, reproduced, distributed or passed in whole or in part to others at any time by recipients. This No offer or invitation or solicitation of any offer to acquire presentation is being provided to recipients on the basis securities of the Company is being made now, nor does this that they keep confjdential any information contained herein presentation constitute or form part of any invitation or or otherwise made available, whether oral or in writing, in inducement to engage in investment activity under section 21 connection with the Company. of the Financial Services and Markets Act 2000. No reliance may be placed for any purpose whatsoever on the information contained in this presentation, or any assumptions made as to its completeness, and no warranty or representation is given by or on behalf of the company, nor its directors, employees, agents and advisors as to the accuracy or completeness of the Investor Presentation 2 January 2017
Significant Shareholders Name Shares % Jim Nominees Limited 795,595,799 22.59 Beaufort Nominees Limited 610,364,228 17.33 Stifel Nicolaus Europe Limited 341,256,448 9.69 Pershing Nominees Limited 275,000,000 7.81 HSDL Nominees Limited 125,387,206 3.56 Hargreaves Lansdown (Nominees) Limited 120,167,981 3.41 Hargreaves Lansdown (Nominees) Limited 119,135,504 3.38 Total 67.77 Capital Structure Shares on Issue 3,522,630,373 Price (pence) 0.0475 Market cap £1.60 m Investor Presentation 3 January 2017
Board of Directors Hamish Harris Hamish holds a Bachelor of Commerce and has held positions within market risk Executive Chairman management at a number of fjnancial institutions including Nomura Group, Deutsche Bank AG and BZW Plc in Singapore, Hong Kong and London. Hamish currently holds a position with Nivalis Capital, a private equity vehicle which looks for opportunities in mining and agriculture in South America and Australia, as well as a number of AIM listed companies. Donald Strang Donald is a member of the Australian Institute of Chartered Accountants and has Executive Director been in business over 20 years, holding senior fjnancial and management positions in both publicly listed and private enterprises in Australia, Europe and Africa. He has considerable corporate and international expertise and over the past decade has focussed on mining and exploration activities. Christopher Gordon Christopher has a Bachelor of Economics degree awarded by the University of London Non-Executive Director and over 8 years’ experience in the fjnancial services sector in London, working in dealing and trading roles with a focus on raising capital for listed companies. Investor Presentation 4 January 2017
Investment Strategy • Identify value that the market has yet to discover • First mover advantage • Liquidity arbitrage • Invest and stay involved • Act as catalyst for value creation Investment Proven experience of identifying and investing in natural resources companies Transactions Management Pre IPO, convertible loans, Operational and management straight equity and the managing skillset with a track record of turning AIM of IPOs and RTOs shells in to larger companies Investor Presentation 5 January 2017
Investments Gunsynd Plc (AIM: GUN), has acquired the following investments: Zenith Energy Junior oil and gas E&P company quoted on the Toronto Venture Exchange in Canada 6.51 % holding and the standard list of the London Stock Exchange, with oil production based in Azerbaijan. Gunsynd also has invested £100,000 in Zenith via a convertible note exercisable at CAD 0.1 or the London IPO price Oyster Oil & Gas (“Oyster”) Junior oil and gas E&P company quoted on the Toronto Venture Exchange in Canada, 2.7 % holding with the same number of warrants at a strike price of CAD 0.27 exercisable up to 20 January 2018 Alba Mineral Resources Plc UK AIM listed company who holds interests in two oil licences in the Weald (Horse Hill 5.08 % holding and Brockham – PL 235) as well as a number of mining projects Horse Hill Developments Ltd (“HHDL”) The 65% owners and operators of onshore exploration licences PEDL 137 and PEDL 246 2 % holding (known as “Horse Hill”) Brazil Tungsten Holdings Ltd Private company, operator of the Bodó mine in the Currais Novos region of Rio Grande 10 % holding do Norte, Brazil. Sunshine Minerals Private company applying for a prospecting licence in the Solomon Islands 10 % holding Pires Investments Plc Investing company admitted to trading on AIM 5.01 % holding Georgian Mining Corporation UK AIM listed company 0.73 % holding Investor Presentation 6 January 2017
Investments Zenith Energy Dual listed on TSX and London Stock Exchange Revenue (at Q4 2016 oil prices) approximately $360,000 US per month Muradkhanli Block is the largest onshore oil and gas concession in the Azerbaijan Management target is to get to 600‒1,000 bopd within 12 months Covering 642.4 km 2 , the Muradkhanli, Jafarli and Zardab fjelds Offer both development and exploration upside Initial plan to work over 39 of the 52 wells on the Muradkhanli and Jafarli fjelds Current production circs 300 bopd Kazakhstan Russia Uzbekistan Azerbaijan Turkmenistan Caspian Sea Company Block Zardab Field Muradkhanli Iran Field N 0 100 200 miles Jafarli Field 0 100 200 km Investor Presentation 7 January 2017
Investments Oyster Oil & Gas Listed on the TSX The three areas of primary interest in Madagascar are: Assets in Madagascar (one onshore block) and Djibouti (3 • Ankaramy : prior drilling encountered hydrocarbon deposits at onshore, one offshore) depths less than 200 meters, and the 2014 drilling encountered light oil shows of >30 meters gross 100% interest holder in all blocks • Ambilobe : where 2 prospects of ~3.9 Billion BBL (STOIIP) have been identifjed Strong management team (CEO ex Heritage Oil) • Ampasindava : A prospect identifjed with up to ~10 Billion BBL (STOIIP). The prospect target depths are located at approximately 500 meters with Isalo reservoir thickness estimated at > 1500m N Ambilobe Ampasindava Ankaramy Antsiranana Block 1101 Areas of interest (area: 11,200 km 2 ) Madagascar Investor Presentation 8 January 2017
Investments Horse Hill and Alba Mineral Resources Horse Hill Brockham Flow test carried out in 2016 on Portland and Kimmeridge Nearby to Horse Hill formations Sidetrack currently being drilled to test Kimmeridge limestones Final aggregate fmow rate was 1,688 bopd as per Horse Hill Schlumberger report estimates gross OIIP at Horse Hill of Production licence already in place 10,993 mmbbls London Brockham PL235 Horse Hill PEDL137 & PEDL246 Crawley Southampton Hastings Brighton English Channel Investor Presentation 9 January 2017
Investments Brazil Tungsten Holdings Ltd Production has increased substantially in 2016 From 4.8 tonnes of WO 3 concentrate (tungsten trioxide) in August to 13.6 tonnes in November Close to cash break even point Licensing for the new mine at Tarantula is also well advanced Reports submitted to the government and awaiting fjnal approval Rio Grande do Norte Brazil Investor Presentation 10 January 2017
Further Information For further information please contact: Hamish Harris T +44 (0)207 440 0640 Executive Chairman E hharris@nivaliscapital.com Christopher Gordon T +44 (0)207 440 0640 Non-Executive Director E cgordon@ukogplc.com Investor Presentation 11 January 2017
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