INVESTOR PRESENTATION 2021 - Gunsynd
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INVESTOR PRESENTATION 2021
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The information contained in this Presentation has been prepared by Gunsynd States or any state of the United States, or non-United States branches or agencies
PLC (the “Company”) as at the date of this Presentation and is subject to updating, of such corporations or entities. Neither this Presentation nor any copy of it may
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in this paragraph will exclude liability for any undertaking, representation, warranty performance of the Company’s Shares it should be noted that past performance
or other assurance made fraudulently. cannot be relied upon as a guide to future performance.
INVESTOR PRESENTATION 2021 2
CAPITAL STRUCTURE
NAME SHARES % Hamish Harris
EXECUTIVE CHAIRMAN
Hargreaves Lansdown (Nominees) Limited Des:15942 35,851,727 8.76%
Hamish holds a Bachelor of Commerce and has held positions within market
Interactive Investor Services Nominees Limited Des:smktnoms 30,774,012 7.52% risk management at a number of financial institutions including Nomura
Group, Deutsche Bank AG and BZW plc in Singapore, Hong Kong and London.
Hargreaves Lansdown (Nominees) Limited Des:hlnom 26,809,677 6.55%
Mr Harris is a member of both the Audit and Remuneration committees.
Pershing Nominees Limited Des:ccclt 25,716,789 6.28%
Jim Nominees Limited Des:jarvis 24,098,328 5.89%
Pershing Nominees Limited Des:perny 23,301,995 5.69% Donald Strang
Hargreaves Lansdown (Nominees) Limited Des:vra 21,158,603 5.17% EXECUTIVE DIRECTOR
Donald is a member of the Australian Institute of Chartered Accountants and
Interactive Investor Services Nominees Limited Des:smktisas 18,902,782 4.62%
has been in business over 20 years, holding senior financial and management
Vidacos Nominees Limited Des:igukclt 15,767,834 3.85% positions in both publicly listed and private enterprises in Australia, Europe and
Africa. He has considerable corporate and international expertise and over the
Barclays Direct Investing Nominees Limited Des:client1 15,555,819 3.80%
past decade has focussed on mining and exploration activities.
Link Market Services Trustees (Nominees)Limited Des:gunlgccn 15,000,000 3.67%
Hsdl Nominees Limited 12,372,590 3.02%
Peter Ruse
Hsdl Nominees Limited Des:maxi 11,015,162 2.69% NON-EXECUTIVE DIRECTOR
Lawshare Nominees Limited Des:sipp 9,544,375 2.33% Peter is a finance professional with over 12 years of extensive experience
in Equity Funds Management and Private/Institutional Wealth Management
Seguro Nominees Limited Des:iccore 9,000,000 2.20% specialising in Mining/Minerals and Industrial related sectors.
TOTAL 72.04% Peter is a member of both the Audit and Remuneration committees.
Shares on Issue 409,219,576
Price (pence) 1.825
Market cap £6.7m
INVESTOR PRESENTATION 2021 Information correct as of 15st March 2021 3
INVESTMENT STRATEGY
• Seek to identify value the market has
yet to discover Investment
Proven experience of
• Look to achieve first mover advantage identifying and investing
in natural resources assets
and companies.
• Liquidity arbitrage
• Deploy capital and offer corporate
guidance and support
• Act as catalyst for value creation
Transactions Management
Operational and
Seed capital, Pre-IPO, convertible
management skillset with a
loans, straight equity and the
track record of turning AIM
guidance and management of IPOs
and ASX corporate vehicles
and RTOs.
in to larger companies.
INVESTOR PRESENTATION 2021 4
INVESTMENT ONE
RINCON RESOURCES
South Telfer (Rincon 100%)
• 545 km 2 in the Paterson Province
• 12 km south west of Telfer Gold Mine
• 50 km of Prospective Telfer Host Geology
• Proven Gold & Copper Mineralisation
Laverton (Rincon earning 100%)
• 42 km 2 Mt Margaret Murrin Greenstone Belt
• 4 km south south west of Laverton
• 11 km of Prospective Greenstone Belt
• Historic Gold Mines & Delineated Targets
Kiwirrkurra (Rincon 100%)
• 126 km 2 of the Central Australian Suture
• Prospective for Orogenic Gold
• Prospective for IOCG gold and base metals
INVESTOR PRESENTATION 2021 Ref: Rincon Resources Pty Limited - Investor Presentation August 2020 5
INVESTMENT ONE
RINCON RESOURCES
Paterson Region - A region full of company making discoveries
Newcrest - Telfer Mine 32Moz Au & 1Mt Cu Metal X - Nifty Mine 2Mt Cu
Rio Tinto - Winu Discovery Antipa - Calibre Magnum & Minyari Dome discoveries
• 503Mt @ 0.45% Cu Eq (2.26Mt Cu) • $60M JV with Rio Tinto on Citadel
• High Grade Core 188Mt @ 0.68% Cu Eq (1.27Mt Cu) • $60M JV & $3.9M placement with Newcrest
Greatland Gold- Havieron Discovery Fortescue Metals - FMG > 500 km 2 of tenements
• $65M JV with Newcrest on Havieron
South Telfer - Paterson Province Newcrest Mining’s historical drilling on Rincon projects
54,538 Ha of Granted Tenements Gold Intercepts:
• 57.80m @ 2.05g/t Au from 17.40m incl;
• 12 km south west of Telfer Gold Mine
• 16.10m @ 4.75g/t Au from 42.70m;
• 50 km strike of Telfer Host Geology • 68.00m @ 1.33g/t Au from 1.00m;
• Outcropping Mineralised Isdell Formation • 36.00m @ 1.66g/t Au from 2.00m;
• Along strike from Telfer Mine • 33.20m @ 1.46g/t Au from 25.00m;
Significant Historical Work • 23.00m @ 2.06g/t Au from 23.00m; and
• 5.00m @ 3.73g/t Au from 50.00m.
• Newcrest Drilled 260 holes for 24,762m
Copper Intercepts:
• 1,068 Surface Sampling Assays • 20.60m @ 1.23% Cu from 87.60m;
• Large Gold Copper System Identified • 10.90m @ 3.39% Cu from 91.80m; and
• Multiple Targets Defined/Drill Ready • 4.00m @ 4.84% Cu from 49.00m.
INVESTOR PRESENTATION 2021 Ref: Rincon Resources Pty Limited - Investor Presentation August 2020 6
INVESTMENT TWO
ROGUE BARON
WHO IS ROGUE BARON?
Premium spirit and wine brands Simple, clear,
focused strategy.
Develop brands in key growth categories where
sales and buyout opportunities are highest.
Strengthening brand portfolio either through
development or acquisition.
Potential public listing to fund further growth
and expansion.
BRANDS INCLUDE:
Shinju Japanese Whiskey
Mazeray
Copa Imperial Tequila
INVESTOR PRESENTATION 2021 Please note: Information taken from investee company presentation 7
INVESTMENT THREE
EAGLE MOUNTAIN MINING LIMITED
HIGH-GRADE COPPER/MINE
EXPLORATION PROGRAM UNDERWAY
ORACLE RIDGE COPPER MINE -OVERVIEW
• High grade copper with significant gold and silver
• Large Mineral Resource Estimate (NI43-101) See ASX
Announcement 29 Oct 2019, refer Appendix 1
• Significant exploration potential priority drill targets defined
• Extensive infrastructure to support future mining operation
• 18km of underground development, ventilation fans,
buildings and electrical equipment
• Easy access to site. 35 km from major towns with power and
railway head. 80 km from smelter.
• Excellent ground conditions
• Supportive community for future mining operation
• Tier 1 miners in the district –BHP, Rio Tinto, Freeport
McMoran, Asarco, Hudbay, South 32
INVESTOR PRESENTATION 2021 Ref: Eagle Mountain Mining Limited - Investor Presentation August 2020 8
INVESTMENT THREE
EAGLE MOUNTAIN MINING LIMITED
SIGNIFICANT HIGH GRADE MINERAL RESOURCES
EXPLORATION POTENTIAL AT DEPTH
• Eagle Mountain is updating the existing Mineral
Resource Estimate
Skarn mineralisation is commonly associated
• (MRE) to a JORC-compliant Resource
with porphyry systems however this system has
• Significant historical information exists from the last 50 years
not yet been found and presents exploration
• Eagle Mountain is digitising valuable lithology, structural
potential at depth.
and alteration information from over 400 holes to re-build
a JORC MRE
Oracle Ridge Mineral Resource Estimate NI43-101* (1% Cu cut-off)
RESOURCE TONNES CU AG AU CONTAINED CONTAINED CONTAINED
CLASS (MILLIONS) % G/T G/T CU, LBS AG, OZ AU, OZ
(MILLIONS) (MILLIONS) (MILLIONS)
Measured 1.06 1.59 18.86 0.24 37 0.6 8
Indicated 5.58 1.61 17.83 0.21 199 3.2 38
Inferred 5.12 1.53 16.8 0.14 173 3 22
Total 11.76 1.57 17.47 0.18 409 6.8 68
Cautionary Statement: (Refer ASX Announcement 29 October 2019) references in this presentation to the publicly quoted
resource tonnes and grade of the Project are foreign in nature and not reported in accordance with the JORC Code 2012,
or the categories of mineralisation as defined in the JORC Code 2012. A competent person has not done sufficient work to
classify the resource estimate as mineral resources or ore reserves in accordance with the JORC Code 2012. It is uncertain
that following evaluation and/or further exploration work that the foreign/historic resource estimates of mineralisation
will be able to be reported as mineral resources or ore reserves in accordance with the JORC Code 2012. Resource
estimates and other information used in this presentation are based on the March 2014 NI43-101 compliant Independent
Technical Report prepared by Dr Giles Arseneau of Arseneau Consulting Services Inc for Oracle Mining Corp. This report
can be found on the Company’s website “www.eaglemountain.com.au”.
INVESTOR PRESENTATION 2021 Ref: Eagle Mountain Mining Limited - Investor Presentation August 2020 9
INVESTMENT FOUR
PACIFIC NICKEL MINES LTD (FORMERLY MALACHITE RESOURCES)
80% ownership of Jejevo in partnership with landowners
(carried interest of 20%)
• Exploration targets include high grade and more tonnages along strike
• EIS plans completed (Sumitomo 2014)
• Fast track production opportunity
• Shallow open pit mining proposed
• Low capex
Jejevo Historical Exploration
• 472 diamond drill holes
• Exploration target between 14Mt & 20Mt at grade range of 1.1% to 1.9% Ni
within limonite, transition and saprolite zones
• Open to east and west
• Technological study completed in 2014
INVESTOR PRESENTATION 2021 Please note: Information taken from investee company presentation 10INVESTMENT FIVE
OYSTER OIL & GAS
Block 1101 Prospectivity:
• Source Rocks, 4 oil prone source rock intervals present
across the Block
• Reservoir: Triassic Isalo & younger Jurassic sandstones.
• Multiple Trap types present
• Aeromagnetic confirms deep >8km sedimentary basin
Work completed:
• Drilling & Coring of 2 wells confirmed evidence of a Light
Oil Play (2014)
• 2D Seismic & Geological Field Work & Mapping
• Adjacent to BP blocks, same basin/play type
Focus Areas:
• Ampasindava: The main area of focus, with prospects
mapped of up to ~6 Billion BBL*
• Ambilobe: A separate basin with 2 prospects of ~4.5 Billion
BBL*. Further data needed before drilling decision.
• Ankaramy: drilling confirmed light oil play at the site of
the 1902 “discovery”.
INVESTOR PRESENTATION 2021 *Figures based on operator/company calculated STOIIP un-risked
Please note: Information taken from investee company presentation
11INVESTMENT SIX
EMPRESS ROYALTY
• New precious metals royalty & streaming creation
company listed on TSX-V Q4 2020
• Exclusive access to Mexican royalty & stream deals
through a Strategic Alliance with Accendo Banco
• Strategic Partners with Endeavour Financial & Terra Capital
who provide global mining finance networks to generate
deal flow
• Focused on building a strong portfolio and currently G l o b al I n vest men t s & Exp ert i se
negotiating opportunities with over $50M of potential
investments
• Initial portfolio will include 16 precious metal royalty and
streaming investments with three near near term cash
producing assets
• Over 250 years of proven management & board experience Negotiating
Investments
in mining finance with over $6B completed transactions
Negotiating
Investments
Negotiating
Investments
INVESTOR PRESENTATION 2021 OCTOBER 2020
Please note: Information taken from investee company presentation
|
12
EMPRESS ROYALTY CINVESTMENT EIGHT
LOW6 LIMITED
• Offering sport franchises the opportunity to promote PROBLEM
a betting product under their own sports-team brand The Millennial (24-39yrs) / GenZ (18-23yrs)
demographic seeks a sports betting product that
• No financial risk to the franchise is built and designed to match the excitement of
• Earn revenue from audience participation watching sports among friends: social, engaging,
simplistic journey, removal of complex odds, high-
• Excellent fan activation tool score leaderboards – easier to play, easier to win! 1
SOLUTION
Innovative visual mobile games which are exciting, fun
and designed to engage both the Social Generation and
entice the experience of the Traditional Sports Bettor.
DISRUPTIVE
Mobile “pool betting” gameplay designed for Millennials/
GenZ to compete against each other rather than
traditionally pitted against “the House”.
B2B - OUR GAME CHANGER
Partnering with the sports team/franchise on a B2B model,
reducing player acquisition costs and strengthening brand
and customer loyalty and thereby reducing marketing
costs and enhancing player retention.
INVESTOR PRESENTATION 2021 Please note: Information taken from investee company presentation 13DEAL FLOW
INVESTMENT INVESTMENT PORTFOLIO
DISCOVERY APPRAISAL MANAGEMENT
• Analysis of attractive macro trends, • Capital structure analysis • Constantly monitor cash burn
commodity price cycles and new and and liquidty of investee company
• Deep understanding of Investee
interesting market thematic(s)
Company budget and capital • Increase position size in the
• Identification of specific opportunities requirements for 12-24 month investment if the company
through detailed screening and peer time frames meets all existing guidance
company analysis (listed & unlisted) and growth objectives
• Build strong rapport with
• Regular meetings conducted in person Investee company board and • Constantly liaise with company
and/or digitally with target company Executive management board and management
board & management
• Investment liquidity analysis • Once satisfied the investment
• Identify mis-priced valuations and/or has reached desired valuations
• Liaise with Corporate finance,
earlier stage investment opportunity’s - liaise with stakeholder groups
Brokers and all other relevant
(Founder, Seed, Pre-IPO capital events) (Brokers/funds/to lighten or exit
stakeholders to further screen
position)
• Attend at relevant industry conferences specific the opportunity
• Typical time frame 1 - 3 years
• Access to market and sector research
INVESTOR PRESENTATION 2021 14ORIGINS
Affectionately known as the Goondiwindi Grey, Gunsynd was a favourite of
Australian punters (and the scourge of many a turf accountant) due to being
one of the finest greys to ever take the turf, with a tenacity when running
that served to take the victory when other horses pulled up as beaten.
Gunsynd’s overall record of 29 wins, 7 seconds and 8 thirds is all the more
impressive given that his two-year-old season featured only two wins.
Australian champion racehorse of the year in 1972, the big stallion won
a plethora of Australia’s top races including The Epsom, The Doncaster,
Caulfield Stakes and the most prestigious weight-forage race in Australia,
the Cox Plate. The magnificent grey stallion made his farewell to racing in
Brisbane on Monday May 7 1973. The biggest crowd Doomben has ever seen
– bigger even than that to see Black Caviar in more recent times – packed in
to bid farewell to their favourite son.
The only animal to be name a Queensland icon, it is said of him: “he loved
the crowds and the crowds loved him”.
INVESTOR PRESENTATION 2021 15CONTACT US
For further information, or to talk to us
about an investment, please contact:
info@gunsynd.com
gunsynd.com
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