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INVESTOR PRESENTATION – Mwana Africa

Mwana Africa · Apr 10, 2015 · 28 slides

Investor presentation from the Shale Experts oil & gas presentation and slide database. Every page is imaged and its text indexed for search across operators, plays, basins and time.

Slides

  1. INVESTOR PRESENTATION – Mwana Africa – slide 1
    2015, Mwana Africa PLC, All Rights Reserved INVESTOR PRESENTATION APRIL 2015 Kalaa Mpinga, CEO 121 Mining Investment Conference London www.mwanaafrica.com 20 April 2015
  2. INVESTOR PRESENTATION – Mwana Africa – slide 2
    WHO WE ARE, WHAT WE ARE Mwana a diversified multi-commodity miner and explorer Producing assets gold, nickel, diamonds (Zimbabwe and South Africa) Significant resources gold, diamonds and copper (DRC and Angola) ZIMBABWE DRC SOUTH…
  3. INVESTOR PRESENTATION – Mwana Africa – slide 3
    RECENT DEVELOPMENTS Strong progress following strategic review in 2013 reflected in Interim Results to 30 September 2014: Revenue up 30.6% to US84.9m (H1 FY2014: 65.0m) EBITDA up 32.6% to US17.1m (H1 FY2014: 12.9m) Profit after tax:…
  4. INVESTOR PRESENTATION – Mwana Africa – slide 4
    STRATEGIC FOCUS Improve the business Revenue split (per product) increase production base USm 90 improve efficiency 80 70 60 improve operational performance 50 40 add value through smelter restart 30 20 Deliver on strategy…
  5. INVESTOR PRESENTATION – Mwana Africa – slide 5
    FINANCIAL HIGHLIGHTS: CONTINUOUS IMPROVEMENT Revenue growth 160 140 USm FY FY FY FY H1 120 2011 2012 2013 2014 2015 US millions 100 H1 Revenue 43.7 81.3 109.1 142.5 84.9 80 60 40 20 0 2011 2012 2013 2014 2015…
  6. INVESTOR PRESENTATION – Mwana Africa – slide 6
    FINANCIAL HIGHLIGHTS: COST REDUCTION Exploration spend 18 16 USm FY FY FY FY H1 14 2011 2012 2013 2014 2015 12 US millions 10 Exploration 12.3 10.2 15.3 5.3 5.1 8 spend H1 6 4 2 0 2011 2012 2013 2014 2015 Corporate…
  7. INVESTOR PRESENTATION – Mwana Africa – slide 7
    2015, Mwana Africa PLC, All Rights Reserved OPERATING FOOTPRINT: ZIMBABWE Commodities: gold, nickel www.mwanaafrica.com
  8. INVESTOR PRESENTATION – Mwana Africa – slide 8
    ZIMBABWE OVERVIEW Politically stable ZANU-PF party in power since 1980 independence Multi-currency system: US and ZAR Free movement of investment capital and proceeds Educated workforce: 90% literacy Mining economic underpin: 120…
  9. INVESTOR PRESENTATION – Mwana Africa – slide 9
    ZIMBABWE: LOCATIONS 121 Mining Investment Conference April 2015 9
  10. INVESTOR PRESENTATION – Mwana Africa – slide 10
    FREDA REBECCA GOLD MINE Freda Rebecca 85%-owned Zimbabwes largest gold producer gold resource: 2.3Moz mine life: +10 years steady-state operations stable workforce 58,714oz gold sold in FY2015 Mechanised operations from large…
  11. INVESTOR PRESENTATION – Mwana Africa – slide 11
    FREDA REBECCA: PERFORMANCE Tonnes milled (per quarter) Recoveries achieved (% per quarter) 350,000 322,216 90 83 319,767 80 297,953 76.8 77.5 80 300,000 263,531 70 250,000 60 200,000 50 150,000 40 30 100,000 20 50,000 10 0…
  12. INVESTOR PRESENTATION – Mwana Africa – slide 12
    FREDA REBECCA: OPERATIONS Quarter ending Mar 2014 Jun 2014 Sep 2014 Dec 2014 Mar 2015 Tonnes milled (t) 279,879 263,531 319,767 322,216 297,953 Head grade (g/t) 1.91 2.07 2.25 1.89 1.81 Recovery (%) 83.0 76.8 80.0 77.5 83.0 Gold…
  13. INVESTOR PRESENTATION – Mwana Africa – slide 13
    GOLD PRODUCTION: ORGANIC GROWTH Focus on reducing all-in sustaining cost through efficiency initiatives Partial crushing to ease plant bottleneck, increase production Modifications to tailings retreatment plant to treat the run on…
  14. INVESTOR PRESENTATION – Mwana Africa – slide 14
    BINDURA NICKEL CORPORATION (BNC): OVERVIEW Africas only integrated nickel mine, smelter, refinery Built by Anglo American Zimbabwe Stock Exchange Listing: 1971: BINDURA First nickel concentrate shipped to Glencore, April 2013…
  15. INVESTOR PRESENTATION – Mwana Africa – slide 15
    TROJAN NICKEL MINE: PERFORMANCE Tonnes milled per quarter Nickel sales (tonnes per quarter) Head grade (% Ni) 180,000 2,500 1.8 1.669 161,107 148,882 148,712 2,008 2,072 1.6 1.519 1.496 150,000 140,045 2,000 1,871 1.4 1.156 120,000…
  16. INVESTOR PRESENTATION – Mwana Africa – slide 16
    TROJAN NICKEL MINE: OPERATIONS Quarter ending Jun 2014 Sep 2014 Dec 2014 Mar 2015 Tonnes milled (t) 148,882 161,107 148,712 140,045 Head grade (% Ni) 1.519 1.496 1.156 1.669 Recovery (%) 84.1 82.5 80.5 86.9 Nickel in concentrate (t)…
  17. INVESTOR PRESENTATION – Mwana Africa – slide 17
    NICKEL: VALUE POSITIONING Potential to process PGMs Possible re-start of refinery after smelter 121 Mining Investment Conference April 2015 17
  18. INVESTOR PRESENTATION – Mwana Africa – slide 18
    BNC: SMELTER RESTART Benefits of smelter restart improved payability eliminate penalty on deleterious minerals significantly reduced transportation costs increased profitability aligns with government strategy of domestic…
  19. INVESTOR PRESENTATION – Mwana Africa – slide 19
    AFRICAN DIAMONDS Angola 18% free-carry in Camafuca, largest known undeveloped kimberlite complex DRC 20% interest in MIBA, mining and exploration titles South Africa 70% interest in Klipspringer mine Klipspringer, South…
  20. INVESTOR PRESENTATION – Mwana Africa – slide 20
    KLIPSPRINGER: SOUTH AFRICA Klipspringer kimberlite diamond mine 70:30 JV on diamond production from all sources underground operations on care and maintenance Klipspringer fine tailings project operated by Greenhurst Mining &…
  21. INVESTOR PRESENTATION – Mwana Africa – slide 21
    KLIPSPRINGER: PERFORMANCE Tonnes treated per quarter Recoveries achieved (% per quarter) 60,000 120 49,939 99.6 98.4 99.7 99.7 50,000 100 44,200 43,493 40,350 40,000 80 30,000 60 20,000 40 10,000 20 0 0 Jun-14 Sep-14 Dec-14…
  22. INVESTOR PRESENTATION – Mwana Africa – slide 22
    KLIPSPRINGER: OPERATIONS Quarter ending Mar 2014 Jun 2014 Sep 2014 Dec 2014 Mar 2015 Tonnes treated (t) 16,000 40,350 44,200 49,939 43,504 ROM diamonds produced (ct) 14,150 23,710 32,425 31,850 17,877 Head grade (cpht) 88.4 58.8…
  23. INVESTOR PRESENTATION – Mwana Africa – slide 23
    OPERATING FOOTPRINT: DRC Zani-Kodo north-east DRC 3Moz gold resource confirmed by drilling Highly prospective greenstone region Located near other operating mines and prospects Katanga Copper Early phase copper/cobalt…
  24. INVESTOR PRESENTATION – Mwana Africa – slide 24
    IN CONCLUSION Proven track record: two mines returned to production Rising cashflows: gold and nickel operations Growing gold production Strategic and highly scaleable position in nickel value chain High prospective copper…
  25. INVESTOR PRESENTATION – Mwana Africa – slide 25
    APPENDIX 1: EXECUTIVE MANAGEMENT Executive team with proven ability to deliver in Africa CEO: Kalaa Mpinga Financial Director: Yim Kwan Held senior positions at Bechtel Corporation, Anglo American Chartered accountant with 30 years…
  26. INVESTOR PRESENTATION – Mwana Africa – slide 26
    APPENDIX 2: RESOURCE STATEMENT Gold resources (100% basis) Cut off Reserves Measured and indicated TOTAL Project name (g/t) Mt Grade Koz Mt g/t Koz Mt g/t Koz (g/t) Freda Rebecca 1.5 - - - 21.0 2.48 1 675 29.8 2.42 2 314…
  27. INVESTOR PRESENTATION – Mwana Africa – slide 27
    CORPORATE INFORMATION Number % of Major Shareholders of shares issued capital China International Mining Group Corporation 299,424,282 21.4% Lynchwood Nominees Limited* 137,356,388 9.8% HSBC Client Holdings Nominee (UK) Limited**…
  28. INVESTOR PRESENTATION – Mwana Africa – slide 28
    2015, Mwana Africa PLC, All Rights Reserved CONTACT DETAILS Mwana Africa PLC Nominated Adviser & Broker Public & Investor Relations Kalaa Mpinga, CEO Peel Hunt LLP Mwana Africa, Russell and Associates Tel: +44 (0) 203 696 5470…

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