all summer long Mining Journal Select London June 27, 2018 www.or - - PowerPoint PPT Presentation

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all summer long Mining Journal Select London June 27, 2018 www.or - - PowerPoint PPT Presentation

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Black Friday discounts all summer long Mining Journal Select London June 27, 2018 www.or oreni eninc nc.com com www.mi minin ningd gdea ealclu lclub. b.com om Oreninc.com M i n i n g J o u r n a l S e l e c t L o n d

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Oreninc.com

M i n i n g J o u r n a l S e l e c t – L o n d o n - J u n e 2 0 1 8

„Black Friday discounts all summer long“

Mining Journal Select London – June 27, 2018 www.or

  • reni

eninc nc.com com www.mi minin ningd gdea ealclu lclub. b.com

  • m
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Oreninc.com

M i n i n g J o u r n a l S e l e c t – L o n d o n - J u n e 2 0 1 8

Who are we?

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Kai Hoffmann, CEO North Americas‘s leading provider of relevant financing information in the junior commodities space! Home of the Oreninc Deal Log & Oreninc Index Acquired in September 2016 German stock letter Since October 2012 72% PERFORMANCE in 2016 8% PERFORMANCE in 2017 Site Visits, Conferences, etc.

NORTH AMERICA EUROPE

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Oreninc.com

M i n i n g J o u r n a l S e l e c t – L o n d o n - J u n e 2 0 1 8

New website

www.thecompanynobodycanpronounce.com

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Oreninc.com

M i n i n g J o u r n a l S e l e c t – L o n d o n - J u n e 2 0 1 8

Oreninc

  • TRACKING OVER 1,400 COMPANIES on the TSX, TSX

Venture Exchange and Canadian Stock Exchange

  • LOGGED +32,500 DEALS since 2011
  • Collected close to 1,200,000 DATA POINTS
  • Data-driven approach to examining financings
  • IN-HOUSE data analyst
  • CONSULTING on capital raises and ancillary aspects
  • SECTOR & BROKER REPORTS
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Oreninc.com

M i n i n g J o u r n a l S e l e c t – L o n d o n - J u n e 2 0 1 8

Our Criteria

Tracking of the Junior Mining Market Market Capitalisation < 1.5bn CAD Financings < 100mn CAD

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Oreninc.com

M i n i n g J o u r n a l S e l e c t – L o n d o n - J u n e 2 0 1 8

Oreninc Index

WEIGHTED INDEX FACTORS  Total $s of Financings Opened  Percentage of Broker Participation  Total # of deals

  • pened
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Oreninc.com

M i n i n g J o u r n a l S e l e c t – L o n d o n - J u n e 2 0 1 8

PDAC & Oreninc

www.pdac.ca 39-pages ▪ Macroeconomic Environment ▪ Financing Trends ▪ Exploration Trends ▪ Fiscal Incentives

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Oreninc.com

M i n i n g J o u r n a l S e l e c t – L o n d o n - J u n e 2 0 1 8

Trend reversal in 2016

2011 2012 2013 2014 2015 2016 2017 CSE $25.174.039,00 $37.200.899,71 $14.496.915,42 $16.156.285,05 $24.353.373,94 $53.675.938,83 $118.254.102,81 TSX $3.256.067.107,00 $2.300.657.781,95 $1.169.895.622,27 $1.660.296.913,48 $1.277.331.827,57 $2.113.001.095,22 $1.440.409.681,18 TSX-V $4.986.678.146,00 $2.368.123.133,02 $1.125.742.949,77 $1.692.766.484,95 $1.183.445.570,05 $2.660.434.667,71 $3.143.867.579,56

Total Dollars raised since 2011

CSE TSX TSX-V

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Oreninc.com

M i n i n g J o u r n a l S e l e c t – L o n d o n - J u n e 2 0 1 8

Average $$$s raised

5 10 15 20 25 2011 Qtr1 Qtr2 Qtr3 Qtr4 2012 Qtr1 Qtr2 Qtr3 Qtr4 2013 Qtr1 Qtr2 Qtr3 Qtr4 2014 Qtr1 Qtr2 Qtr3 Qtr4 2015 Qtr1 Qtr2 Qtr3 Qtr4 2016 Qtr1 Qtr2 Qtr3 Qtr4 2017 Qtr1 Qtr2 Qtr3 Qtr4

$ Millions

Average Dollar Amount of Transactions by Exchange

CSE TSX TSX-V

TSX-V: C$2.8mn TSX: C$9.6mn CSE: C$1.6mn

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Oreninc.com

M i n i n g J o u r n a l S e l e c t – L o n d o n - J u n e 2 0 1 8

Statistics for 2018

415 33 30

Number of Deals by Exchange

TSX-V TSX CSE TSX-V; $3.466.042 TSX; $10.044.221 CSE; $1.552.889 $- $2.000.000 $4.000.000 $6.000.000 $8.000.000 $10.000.000 $12.000.000 TSX-V TSX CSE

Average Deal size in 2018

Deals closed

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Oreninc.com

M i n i n g J o u r n a l S e l e c t – L o n d o n - J u n e 2 0 1 8

Top 10 – 2018 so far

TSX TSX-V Nemaska Lithium Inc. Lithium $ 99.075.000 PetroShale Inc. Oil & Gas $ 92.460.000 Africa Energy Corp. Oil & Gas $ 57.982.500 Mason Graphite Inc. Graphite $ 45.000.000 Excelsior Mining Corp. Copper $ 38.635.200 West African Resources Ltd. Gold $ 34.300.000 Trilogy Metals Inc. Copper $ 31.480.000 Orla Mining Ltd. Gold $ 30.760.000 Alphamin Resources Corp. Tin $ 28.525.389 Alphamin Resources Corp. Tin $ 27.474.126 TSX TSX Torex Gold Resources Inc. Gold $ 61.677.000 Orezone Gold Corporation Gold $ 44.920.000 eCobalt Solutions Inc. Cobalt $ 29.900.000 Gold Standard Ventures Corp. Gold $ 28.188.402 Asanko Gold Inc. Gold $ 22.473.440 Seabridge Gold Inc. Gold $ 19.734.000 International Tower Hill Mines Ltd. Gold $ 15.595.200 NGEx Resources Inc. Copper $ 12.500.000 Serabi Gold PLC Gold $ 11.532.721 Rubicon Minerals Corporation Gold $ 10.890.000

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Oreninc.com

M i n i n g J o u r n a l S e l e c t – L o n d o n - J u n e 2 0 1 8

Current mood

Integra Resources:

  • 220.98m of 2.16 AuEq in Idaho
  • Stock hits all-time low
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Oreninc.com

M i n i n g J o u r n a l S e l e c t – L o n d o n - J u n e 2 0 1 8

Total # financings opened

10 20 30 40 50 60 70 80 90 13-Jan-11 13-Mar-11 13-May-11 13-Jul-11 13-Sep-11 13-Nov-11 13-Jan-12 13-Mar-12 13-May-12 13-Jul-12 13-Sep-12 13-Nov-12 13-Jan-13 13-Mar-13 13-May-13 13-Jul-13 13-Sep-13 13-Nov-13 13-Jan-14 13-Mar-14 13-May-14 13-Jul-14 13-Sep-14 13-Nov-14 13-Jan-15 13-Mar-15 13-May-15 13-Jul-15 13-Sep-15 13-Nov-15 13-Jan-16 13-Mar-16 13-May-16 13-Jul-16 13-Sep-16 13-Nov-16 13-Jan-17 13-Mar-17 13-May-17 13-Jul-17 13-Sep-17 13-Nov-17 13-Jan-18 13-Mar-18 13-May-18

3 weeks of 58, 59 & 59 deals

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Oreninc.com

M i n i n g J o u r n a l S e l e c t – L o n d o n - J u n e 2 0 1 8

The first 22 weeks – 2015 to 2018

10 20 30 40 50 60 70 80 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 2018 2017 2016 2015

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Oreninc.com

M i n i n g J o u r n a l S e l e c t – L o n d o n - J u n e 2 0 1 8

The first 22 weeks

560 849 753 562 100 200 300 400 500 600 700 800 900 2018 2017 2016 2015

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Oreninc.com

M i n i n g J o u r n a l S e l e c t – L o n d o n - J u n e 2 0 1 8

Brokered Deals

5 10 15 20 25 30 13-Jan-11 13-Mar-11 13-May-11 13-Jul-11 13-Sep-11 13-Nov-11 13-Jan-12 13-Mar-12 13-May-12 13-Jul-12 13-Sep-12 13-Nov-12 13-Jan-13 13-Mar-13 13-May-13 13-Jul-13 13-Sep-13 13-Nov-13 13-Jan-14 13-Mar-14 13-May-14 13-Jul-14 13-Sep-14 13-Nov-14 13-Jan-15 13-Mar-15 13-May-15 13-Jul-15 13-Sep-15 13-Nov-15 13-Jan-16 13-Mar-16 13-May-16 13-Jul-16 13-Sep-16 13-Nov-16 13-Jan-17 13-Mar-17 13-May-17 13-Jul-17 13-Sep-17 13-Nov-17 13-Jan-18 13-Mar-18 13-May-18

4 deals for C$8mn

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Oreninc.com

M i n i n g J o u r n a l S e l e c t – L o n d o n - J u n e 2 0 1 8

Bought Deals

2 4 6 8 10 12 14 16 18 13-Jan-11 13-Mar-11 13-May-11 13-Jul-11 13-Sep-11 13-Nov-11 13-Jan-12 13-Mar-12 13-May-12 13-Jul-12 13-Sep-12 13-Nov-12 13-Jan-13 13-Mar-13 13-May-13 13-Jul-13 13-Sep-13 13-Nov-13 13-Jan-14 13-Mar-14 13-May-14 13-Jul-14 13-Sep-14 13-Nov-14 13-Jan-15 13-Mar-15 13-May-15 13-Jul-15 13-Sep-15 13-Nov-15 13-Jan-16 13-Mar-16 13-May-16 13-Jul-16 13-Sep-16 13-Nov-16 13-Jan-17 13-Mar-17 13-May-17 13-Jul-17 13-Sep-17 13-Nov-17 13-Jan-18 13-Mar-18 13-May-18

Bought Deals - 2011 to today

0 Bought Deals

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Oreninc.com

M i n i n g J o u r n a l S e l e c t – L o n d o n - J u n e 2 0 1 8

Warrant trends

43% 31% 26% 42% 28% 29% 44% 25% 31% 1/1 Warrant 1/2 Warrant 0 Warrant

Financings & Warrants 2016 - today

2018 2017 2016

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Oreninc.com

M i n i n g J o u r n a l S e l e c t – L o n d o n - J u n e 2 0 1 8

Oreninc Index

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Oreninc.com

M i n i n g J o u r n a l S e l e c t – L o n d o n - J u n e 2 0 1 8

MINING DEAL CLUB

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QUALITY INTEGRITY

ACCESS TO HIGH-QUALITY, PRE-VETTED FINANCING OPPORTUNITIES

INFORMATION AND ACCESS

NO FINDER‘S FEES OR BACK DOOR DEALS

INDEPENDCE

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Oreninc.com

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MINING DEAL CLUB

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OUR EXPERTS

Brent Cook Economic Geologist Tim Oliver Minerals Engineer Paul Harris Mining Jounalist Kai Hoffmann Capital Markets

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Oreninc.com

M i n i n g J o u r n a l S e l e c t – L o n d o n - J u n e 2 0 1 8

www.oreninc.com www.miningdealclub.com