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Extracting Value from the Resource Sector

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Extracting Value from the Resource Sector. Executive Presentation. June 2009. Introduction. Altus entrepreneurial team of experienced mining sector professionals proven track record in mineral exploration, development & mining and resource fund management & corporate finance Strategies

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slide1

Extracting Value from the Resource Sector

Executive Presentation

June 2009

introduction
Introduction

Altus

  • entrepreneurial team of experienced mining sector professionals
  • proven track record in mineral exploration, development & mining and resource fund management & corporate finance

Strategies

  • to identify and unlock value in the resource sector
  • to be dynamic and opportunity driven
  • to create superior long-term capital growth for shareholders
slide3

Board and Senior Advisers

David NETHERWAY (Chairman) - RSA / UK based mining engineer with 30 years experience. Accomplished mine finder, developer and operator. Formerly CEO of Afcan, currently MD of Shield, director of Orezone, KazakhGold, GMA and African Aura

Steven POULTON (Chief Executive) - UK based economic geologist. Founder of Ariana (AIM), African Aura (TSX-V) and ALTUS Strategies, director of Stellar Diamonds and previously a director of Mano River

Ed BOWIE (Director) - UK based resource investment banker. Previously with Ambrian Partners, significant experience in analysis and valuation of resource companies/ projects and strategic, capital markets and M&A mandates for juniors and majors

Matthew GRAINGER (Director) - UK based corporate geologist. Co-founder of Ariana (AIM) & ALTUS Strategies, experience with Strongbow and Cambridge Minerals. Former COO of African Aura Resources (TSX-V) and graduate of Camborne School of Mines

Guy PAS (Board Advisor) - Geneva based financier and founder, co-founder or seed investor of Addax & Oryx, SAMAX, Eastbound, Mano, Stellar, Oxus, Afren, African Iron Ore Group, AfricaWest, Siberian Diamonds, Ovoca and GAIA Resource Fund

Malcolm BURNE (Board Advisor) - London based resource specialist and founder and former executive chairman of Golden Prospect (Ambrian), former exec-chairman of the Australian Bullion Company and director of several public resources companies

Dr Tom ELDER (Board Advisor) - UK based geologist with over 40 years experience, previously worldwide exploration manager for BP Minerals and manager (FSU) for Rio Tinto. Director of Centamin Egypt and director and former CEO of Mano River

track record of our team
Track record of our team
  • Team is uniquely placed:
  • - 8 geologists and mining engineers
  • - 3 investment banking professionals
  • - established 4 investment funds/ companies
  • - co-founded >10 resource companies
  • - 3 mines built & 2 companies sold
  • Our combined experience:
  • - 130 years in exploration and mining
  • - 80 years in resource finance

Our operational experience:

- in over 50 countries, in all major commodities

CommodityWatch

commodity market meltdown
Commodity market meltdown

Commodities lost 40% in 2008

  • Geared majors remain under pressure
  • Base metal stocks faced largest losses
slide7

Investors seeking security

One year of unprecedented market turmoil with no asset class escaping unscathed

Weak markets predicted for a further two years

Gold is emerging as the perfect hedge against a weakening dollar and as a safe haven

Longer term…

Commodity prices remain low in real terms following 20 year bear market

Commodity fundamentals robust driven by demand from emerging markets

Major Indices (rebased to 100) versus Gold price

Commodities Index versus Consumer Price Index (rebased to 100)

Source: Commodities Research Bureau

flight to quality underway
Flight to quality underway

AIM mining IPO fund-raising

Speculative resource companies saturated markets during first phase of “super-cycle”

Capital markets have run dry for junior miners

Cash strapped juniors struggling to raise finance – failures are inevitable

Exceptional value exists in selected resource equities following redemption driven sell-off

Successful companies will be recognised and re-rated – the “flight to quality”

Gold producers will provide greatest leverage to a rising gold price

AIM mining secondary fund-raising

summary
Summary

A strategic UK based resource investment company

Driven by a dynamic and experienced industry team with a proven track record

Focussed on delivering multiple returns on investment for shareholders

A unique resource investment opportunity

appendix
Appendix

Previous industry deals of our Principals:

Afren Plc (AIM)

Oil production in Africa

US$830m debt and equity

raised since inception

Listed on AIM: March 05

Afcan Mining Corp (TSX)

Gold mining in China

Sold for C$132m to

Eldorado Gold (2005)

African Aura Res (TSX-V)

Gold exploration in Africa

C$20m raised

since inception

Listed on TSX-V: March 08

SAMAX Gold Inc (TSX)

Gold exploration in Tanzania

Sold for C$189m to

Ashanti (1998)

Addax & Oryx Group

Integrated Africa focused

Petroleum company

Production of over

90,000 bopd

Ambrian Capital Plc (AIM)

Resource investment bank

Formed by the acquisition

of Ambrian Partners by

Golden Prospect (2004)

disclaimer
Disclaimer
  • This presentation is being made only to and is directed only at:
    • persons who have professional experience in matters relating to investments falling within Article 19(1) of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005 (the “Order”); or
    • high net worth entities, and other persons to whom it may otherwise lawfully be communicated, falling within Article 49(1) of the Order (all such persons together being referred to as “relevant persons”).
  • Any person for whom this does not apply should not act or rely on this presentation or any of its contents.
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