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discoverygroup.ca info@discoverygroup.ca (604) 646-4527 2 - - PowerPoint PPT Presentation
discoverygroup.ca info@discoverygroup.ca (604) 646-4527 2 - - PowerPoint PPT Presentation
discoverygroup.ca info@discoverygroup.ca (604) 646-4527 2 DISCOVERYGROUP.CA Focus: Au Focus: Au Focus: Zn, Pb, Ag Focus: Au Focus: Cu, Au Stage: Development Stage: Early Development Stage: Resource Expansion Stage: Resource Development
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DISCOVERYGROUP.CA 3
Focus: Au Stage: Development O/S: 143.2M Share Price: $2.12 Market Cap: $303.5M
bluestoneresources.ca
Focus: Au Stage: Early Development O/S: 63.2M Share Price: $0.15 Market Cap: $9.8M
ethosgold.com
Focus: Zn, Pb, Ag Stage: Resource Expansion O/S: 42.1M Share Price: $0.65 Market Cap: $27.4M
fireweedzinc.com
Focus: Au Stage: Resource Development O/S: 48.6M Share Price: $16.89 Market Cap: $822.3M
greatbearresources.ca
Focus: Cu, Au Stage: Advanced Development O/S: 36.7M Share Price: $0.44 Market Cap: $16.1M
kodiakcoppercorp.com
Focus: Au Stage: Production O/S: 41.9M Share Price: $1.30 Market Cap: $54.5M
elementalroyalties.com
Focus: Au Stage: Resource Expansion O/S: 43.8M Share Price: $0.27 Market Cap: $11.7M
genesismetalscorp.com
Focus: Au Stage: Resource Exploraion O/S: 45.4M Share Price: $0.51 Market Cap: $23.2M
k2gold.com
Focus: PGE+Au, U Stage: Resource Expansion O/S: 90.4M Share Price: $0.28 Market Cap: $25.3M
Valoremetals.com Corporate Data as at July 29, 2020
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DISCOVERYGROUP.CA 4
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TSX-V: BSR
DISCOVERYGROUP.CA 5
Focus: Au Stage: Development O/S: 143.2M Market Cap: $303.5M
bluestoneresources.ca
MANAGEMENT
Jack Lundin - CEO & Director Darren Klinck - President & Director Peter Hemstead - CFO David Cass - VP Exploration John Robins - Executive Chairman
HIGHLIGHTS
GOLD: Cerro Blanco Gold Project, Guatemala
- Permitted – Exploitation mining license with underground mining
activities occurring
- High-Grade – Resource of 1.4 Moz at 10.4 g/t gold (M&I) and 107 koz at
7.1 g/t gold (Inferred)
- Feasibility Study complete, robust economics, rapid payback, AISC of
$579/oz Au, average production of 146 koz Au/yr1
- Average annual FCF of US$150M/yr at current gold prices1
- Cerro Blanco optimization, engineering and design work underway
Process and layout trade-off studies in progress Final metallurgical test-work nearing completion (finalize flowsheet) Project execution & UG mine teams being established Basic engineering & some detailed engineering to follow
- Project financing package – US$65M equity raise completed, debt
credit approval Q3 2020
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DISCOVERYGROUP.CA 6
Focus: Au Stage: Early Development O/S: 63.2M Market Cap: $9.8M
ethosgold.com
MANAGEMENT
Craigs Roberts - CEO, President and Director Jo Price - Vice President Exploration Hendrik Van Alphen - Director Michael Murphy - Director John Robins - Advisor
HIGHLIGHTS
GOLD: Ligneris Project, Quebec
- Comprised of 94 claims which cover 36.2km2
- Gold-rich VMS target, similarities to Agnico’s LaRonde deposit
- Road accessible through all-weather logging roads
- High grade historic gold intersections to 300 m depth
- Recent geophysics indicates strengthening of system below 300 m
- Currently drilling targets to 700m depth
GOLD: Perk-Rocky, British Columbia
- Copper-gold porphyry target with large surface expression
- Road accessible 205 km west of Williams Lake
- Located in the Stikine Terrane, nearby other significant discoveries
- Planning on initial drilling in 2020
TSX-V: ECC
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DISCOVERYGROUP.CA 7
Focus: Zn, Pb, Ag Stage: Resource Expansion O/S: 42.1M Market Cap: $27.4M
fireweedzinc.com
MANAGEMENT
John Robins - Chairman Brandon Macdonald - CEO & Director George Gorzynski - Vice President & Director Adrian Rothwell - Director Peter Hemstead- Director
HIGHLIGHTS
ZINC: Macmillan Pass Project, Yukon
- Large zinc asset of approx. 50 million tonnes of resource with high
grades of Zinc Equivalent at approx. 10% (Zn/PN)
- Recently, Yukon government has agreed to fund $71 million road
running adjacent to project
- Company is purposely built with a low share count approximately 41.6
million
- Strong share registry including companies like Teck Resources, Resource
Capital Fund and large insider positions as well
- Excellent jurisdiction of Yukon with strong supportive government
- Strategic asset value, Macmillan Pass is one of the largest undeveloped
zinc assets globally that is not currently held by a major company
TSX-V: FWZ
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DISCOVERYGROUP.CA 8
Focus: Au Stage: Production O/S: 41.9M Market Cap: $54.5M
elementalroyalties.com
MANAGEMENT
Frederick Bell - CEO & Director Richard Evans – Senior Vice President Technical Greg Owen - Vice President Operations David Baker - Vice President Business Development John Robins - Director
HIGHLIGHTS
- Ground floor investment opportunity into a cash-generating gold
royalty company targeting near-term growth
- Five royalties on producing mines, one development asset
- Revenue growth to US$2.4m in 2019, anticipated US$4.4m in 2020
- Assets operated by high quality companies
85% portfolio revenues weighted to gold, 4% silver
- Future increases in Resources and Reserves delivers value to
Elemental at zero cost
Assets:
TSX-V: ELE
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DISCOVERYGROUP.CA 9
Focus: Au Stage: Resource Expansion O/S: 43.8M Market Cap: $11.7M
genesismetalscorp.com
MANAGEMENT
Adrian Fleming - Chairman & Director David A. Terry - CEO, President and Director Jeff Sundar - Executive Director Jim Paterson - Strategic Advisor Rob Carpenter - Strategic Advisor
HIGHLIGHTS
- The company is fully funded for up to 8000 meters of drilling in 2020.
- The H1 drill programs will focus on resource expansion and targeting
the high grade within the Main Zone deposit.
- The H2 programs will focus on advancing the 6 plus new targets outside
the known deposits. Drilling will commence again late summer/fall on the new target areas.
GOLD: October Gold, Ontario
- Located in the Southern Swayze Greenstone Belt of Ontario
- 200 km2 property located in an emerging gold camp
- On trend to Newmont’s Borden Lake Mine and IAMgold’s Cote Lake
deposit
TSX-V: GIS
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DISCOVERYGROUP.CA 10
Focus: Au Stage: Resource Development O/S: 48.6M Market Cap: $822.3M
greatbearresources.ca
MANAGEMENT
Chris Taylor- CEO, President & Director Bob Singh - Vice President Exploration & Director Rita Bennett - VP Corporate Communications Calum Morrison - VP Corporate Development John Robins - Advisor Jim Paterson - Advisor
HIGHLIGHTS
GOLD: Dixie Project, Red Lake Ontario
- 100% owned subject to 2% NSR at the Dixie Project
- Two types of gold discoveries: Disseminated high-grade to lowe -grade
gold (“Hemlo Style”), and vein -hosted high - grade gold (“Red Lake Style”)
- One of the largest new gold discoveries in Canada: 4.2 kilometre gold
zone within an 11+ kilometre gold system
- One of the largest active drill programs in Canada: $21 million dollars,
110,000 metres and 300+ holes to be drilled in 2020
- Road accessible year-round via highway and has access to major
infrastructure
- Fully funded for exploration through to 2021
- Is among the TSX top 50 companies for the last two years
TSX-V: GBR
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DISCOVERYGROUP.CA 11
Focus: Cu/Au Stage: Advanced Development O/S: 36.7M Market Cap: $16.1M
kodiakcoppercorp.com
MANAGEMENT
Chris Taylor - Chairman Claudia Tornquist - CEO, President & Director Jeff Ward - Vice President Exploration Andrew Berry - Vice President Operations Jim Paterson - Advisor John Robins - Advisor
HIGHLIGHTS
COPPER-GOLD: MPD Project, South Central British Columbia
- 78.5 km2 land package in South-Central BC, 100% owned
- Consolidated 3 significant occurrences: Man, Prime and Dillard (MPD)
- 129 historic drill holes (25,780 meters)
- In known Cu-Au porphyry belt near Highland Valley & Copper Mountain
- Road-accessible year-round, adjacent to highway
- 2019 Maiden drill program: Discovery of “Gate Zone”, 102m of 0.68%
CuEq (0.53% Cu & 0.16 g/t Au)
- 2020 – Follow-up drill program in early summer (min. 4000 meters, fully
funded)
COPPER-MOLYBDENUM-SILVER: Mohave Project, Arizona
- 1,025 Hectares land package, 100% owned
- Located in the prolific mineral basin and range area of Arizona
- 3,500 meters drilled in 2011, extensive historic mining
TSX-V: KDK
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DISCOVERYGROUP.CA 12
Focus: Au Stage: Resource Exploration O/S: 45.4M Market Cap: $23.2M
k2gold.com
MANAGEMENT
John Robins - Chairman & Director Steve Swatton - CEO, President & Director Jodie Gibson - Vice President Exploration Craigs Roberts - Director Frederic Leigh Jr. - Director
HIGHLIGHTS
GOLD: Mojave Project, California
- Gold exploration project in Southern California
- 5,830 hectare property with multiple drill targets
- High grade oxide gold from surface
- Undrilled trench results from BHP’s work include 42.7m of 4.2 g/t
- Over US$25M in historical expenditures on project from prior operators
- Drilling previously in the 1980’s & 1990’s by both BHP and Newmont
- Mineralization at resource definition stage
- Fully funded through 2020
TSX-V: KTO
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DISCOVERYGROUP.CA 13
Focus: PGE+Au, U Stage: Resource Expansion O/S: 90.4M Market Cap: $25.3M
valoremetals.com
MANAGEMENT
Jim Paterson - Chairman & CEO Colin Smith - New Project Review Garth Kirkham - Director Dale Wallster - Director John Robins - Special Advisor to Board of Directors
HIGHLIGHTS
PALLADIUM-PLATNIUM-GOLD: Pedra Branca, Northeastern Brazil
- The District scale PGE opportunity, with near surface and high-grade
mineralization
- NI 43-101 inferred resource estimate of 1,067,000 ounces PEM & Au
- 27.2 million tonnes grading 1.22 grams PGE & Au per tonne was
calculated by ValOre in 2019
- Previous owners have invested more than $35M USD into the
property
- High insider ownership
- Value has increased since our acquisition in May 2019, metals prices
used in the resource estimate on the property were calculated based
- ff of a $1000/oz Palladium price (currently $1850/oz)
- Discovery pipeline is full, lots of news flow and activity planned for
2020
TSX-V: VO
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