INVESTING IN THE FUTURE Corporate Presentation 2018 DIS DISCLAIMER - - PowerPoint PPT Presentation

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INVESTING IN THE FUTURE Corporate Presentation 2018 DIS DISCLAIMER - - PowerPoint PPT Presentation

COR CORPOR ORATE TE PRE RESENTATIO TION 2018 INVESTING IN THE FUTURE Corporate Presentation 2018 DIS DISCLAIMER The information contained in this document (the Presentation) has been prepared by Two Shields Investments plc (the


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Corporate Presentation 2018

COR CORPOR ORATE TE PRE RESENTATIO TION 2018

INVESTING IN THE FUTURE

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Corporate Presentation 2018 Corporate Presentation 2018

DIS DISCLAIMER

The information contained in this document (the “Presentation”) has been prepared by Two Shields Investments plc (the “Company”) solely for informational purposes. It is subject to material updating, completion, revision, verification and further amendment. This Presentation has not been approved by an authorised person in accordance with Section 21 of the Financial Services and Markets Act 2000, as amended (“FSMA”). This Presentation does not constitute, and the Company is not making, an offer of transferable securities to the public within the meaning of sections 85B and 102B of FSMA. The Presentation is simply a summary of the assets of the Company but existing and prospective investors should rely only on the Admission Document (which can be found on the investor page of the website) and must rely on their own examination of the legal, taxation, financial and other consequences of an investment in the Company, including the merits of investing and the risks involved. Prospective investors should not treat the contents of this Presentation as advice relating to legal, taxation or investment matters and are advised to consult their own professional advisers concerning any acquisition of shares in the Company. Certain of the information contained in this Presentation has been obtained from published sources prepared by other parties. Certain other information has been extracted from unpublished sources prepared by other parties which have been made available to the Company. The Company has not carried out an independent investigation to verify the accuracy and completeness of such third party information. No responsibility is accepted by the Company or any of its directors, officers, employees or agents for the accuracy or completeness of such information. The securities mentioned herein have not been and will not be, registered under the U.S. Securities Act of 1933, as amended (the “Securities Act”), or under any U.S. State securities laws, and may not be offered or sold in the United States of America or its territories or possessions (the “United States”) unless they are registered under the Securities Act or pursuant to an exemption from or in a transaction not subject to the registration requirements of the Securities Act. Neither this Presentation nor any copy of it may be taken or transmitted into the United States, or distributed, directly or indirectly, in the United States, or to any "US person" as defined in Regulation S under the Securities Act of 1933, including US resident corporations or other entities organised under the laws of the United States or any state thereof or non-U.S. branches or agencies of such corporations or

  • entities. This Presentation is not being made available to persons in Australia, Canada, Japan, the Republic of Ireland, the Republic of South Africa or any other jurisdiction in which it may be unlawful to do so and it should not

be delivered or distributed, directly or indirectly, into or within any such jurisdictions. All statements of opinion and/or belief contained in this Presentation and all views expressed represent the directors’ own current assessment and interpretation of information available to them as at the date of this

  • Presentation. In addition, this Presentation contains certain "forward-looking statements", including but not limited to, the statements regarding the Company’s overall objectives and strategic plans, timetables and capital
  • expenditures. Forward-looking statements express, as at the date of this Presentation, the Company’s plans, estimates, forecasts, projections, opinions, expectations or beliefs as to future events, results or performance.

Forward-looking statements involve a number of risks and uncertainties, many of which are beyond the Company’s control, and there can be no assurance that such statements will prove to be accurate. No representation is made or assurance given that such statements or views are correct or that the objectives of the Company will be achieved. The reader is cautioned not to place reliance on these statements or views and no responsibility is accepted by the Company or any of its directors, officers, employees or agents in respect thereof. The Company does not undertake to update any forward-looking statement or other information that is contained in this

  • Presentation. Neither the Company nor any of its shareholders, directors, officers, agents, employees or advisers take any responsibility for, or will accept any liability whether direct or indirect, express or implied, contractual,

tortious, statutory or otherwise, in respect of, the accuracy or completeness of the information contained in this Presentation or for any of the opinions contained herein or for any errors, omissions or misstatements or for any loss, howsoever arising, from the use of this Presentation. Neither the issue of this Presentation nor any part of its contents is to be taken as any form of contract, commitment or recommendation on the part of the Company or the directors of the Company to proceed with any discussions or negotiations with any prospective investors. The Company reserves the right without any notice or liability to the recipient of this Presentation or its advisers to: (i) change any of the procedures, timetable or requirements or terminate negotiations at any time prior to the signing of any binding agreement with investors; (ii) provide different information or access to information to different persons; (iii) agree variations to the property, rights and liabilities comprised in the Company; and (iv) negotiate at the same time with more than one person. In no circumstances will the Company be responsible for any costs, losses or expenses incurred in connection with any appraisal or investigation of the Company. This Presentation should not be considered a recommendation by the Company or any of its affiliates in relation to any prospective acquisition of shares in the

  • Company. No undertaking, representation, warranty or other assurance, express or implied, is made or given by or on behalf of the Company or any of its affiliates, any of its directors, officers or employees or any other person

as to the accuracy, completeness or fairness of the information or opinions contained in this Presentation and no responsibility or liability is accepted for any such information or opinions or for any errors or omissions

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Corporate Presentation 2018 Corporate Presentation 2018

AN AN INVESTING COMPANY LI LISTED ON AI AIM

BUILDING A PORTFOLIO OF INVESTMENTS FOCUSED ON FAST-GROWING DISRUPTIVE MARKETS INCLUDING TECHNOLOGY METALS AND CYBERSECURITY INTERESTS IN HIGHLY PROSPECTIVE LITHIUM AND COBALT PROJECTS IN RECOGNISED MINERAL RICH JURISDICTIONS INVESTED IN CUTTING EDGE CYBERSECURITY COMPANY BRANDSHIELD WITH BLUE CHIP CLIENTS WHICH HAS LAUNCHED THE WORLD’S FIRST ANTI-SCAM BLOCKCHAIN PLATFORM PLATFORM IN PLACE WITH MULTIPLE OPPORTUNITIES FOR RE-RATING ACROSS PORTFOLIO BOARD OF MINING AND TECHNOLOGY PROFESSIONALS ACTIVELY SUPPORTING INVESTEE COMPANIES

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Corporate Presentation 2018 Corporate Presentation 2018

INVESTMENT PORTFOLIO

CYBER SECURITY

40% holding in Mansa Lithium Inc. 30% holding in Nashwan Holdings Ltd. Projects in highly prospective regions in Mali and Niger

WEST AFRICAN COBALT WEST AFRICAN LITHIUM

8.95% interest in Brandshield US$1.25 million investment Leading cybersecurity company that recently launched MyShield the world’s first anti- scam blockchain platform 11.26% stake in African Battery Metals ABM is an AIM listed, Africa focused resource company exploring for the key metals used in next generation batteries that fuel the new electric vehicle revolution £150,000 investment in WeShop Limited Social e-commerce platform viewed as the next stage of the

  • nline retail

revolution

TECHNOLOGY METALS TECHNOLOGY

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E-COMMERCE

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Corporate Presentation 2018 Corporate Presentation 2018

BRA RANDSHIELD

US$1.25million investment for a 8.95% stake

  • Blockchain is gaining traction in the commodities

sector for its potential to fundamentally change the way certain transactions are conducted

  • Provides complementary exposure to other

investments primarily in the technology sector

  • BrandShield is a leading global cyber security and

brand protection company

  • Collaboration agreement with TSI and Brandshield

to develop proprietary blockchain-based platform to enable resource sector companies to conduct transactions globally

  • Brandshield has a cohort of world renowned blue

chip clients including Visa, Credit Suisse and New Balance

  • It is currently expanding its anti-fraud product
  • ffering to companies pursuing ICOs - new clients

include leading trading platform and crypto specialists, ShapeShift, eToro, WePower and Jet8 4 https://www.brandshield.com

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Corporate Presentation 2018 Corporate Presentation 2018

MYS MYSHIELD – WORLD’S FIRST ANTI-SCAM BLOCKCHAIN N PLA LATF TFORM M

  • Brandshield launched MyShield via a Token Pre-Sale Launch of its Independent Coin Offering
  • MyShield is a decentralised community platform that alerts participants when they encounter a

fraudulent website, a counterfeit sale as well as other online scams initially targeting the cryptocurrency arena

  • Developed using Brandshield’s artificial intelligence powered online brand protection and cyber

intelligence systems

  • The MyShield token will be an ERC-20 based token (symbol: SHLD) - a finite number of 1 billion to be

issued of which 400m will be sold to third parties and the rest retained by BrandShield

  • 500m tokens will be used as a fund for future operations and to distribute to its founders (including TSI),

team and shareholders

  • 100m tokens for the Reporting Bounty, Marketing and bug reporting bounties and Guarantee Fund within

the MyShield community

  • The MyShield tokens distributed to the founders (including TSI) will be vested over a period of 1 year, with

5% of them (10 million tokens) distributed on the day of the token generation event ('TGE’) 5

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Corporate Presentation 2018 Corporate Presentation 2018

CYB YBER SE SECURITY AN AND CRYPTO TECHNOLOGY

17.5%

2021

15.5% 13.7% 11.9%

2018 Ecommerce Share of Total Global Retail

The increased penetration of e-commerce is opening up

  • pportunities for exciting new technology and new markets

CYBER-SECURITY

$1 in every $10

transacted online is scammed The world will spend

$1 trillion cumulatively

from 2017-2021 on cybersecurity products and services Anticipated market growth increase of

12-15% year on year

to 2021

BL BLOCKCHAIN

Untapped potential in sectors currently not utilising blockchain based payment platforms Blockchain refers to a digital ledger of transactions theoretically increasing transparency within commerce Crypto-currency market grew 1,200% in the past year

$48.2m $1430m $ 2312.5m

Size of Blockchain technology market (US $million)

2018 2020 2021

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Corporate Presentation 2018 Corporate Presentation 2018

WESH SHOP

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Initial investment of £150,000 as part of a pre-IPO fundraise

  • UK

based purpose-built social e-commerce platform looking to become a global leader in the rapidly growing social e-commerce sector

  • Backed by high profile external investors
  • Led by a Board and management team with

extensive retail knowledge and experience including:

  • Matthew Hammond, current managing director and

CFO of mail.ru, the largest internet business in Russia quoted on the London Main Market with a market capitalisation of £4.5bn

  • Baroness Mone of Mayfair OBE and Leo Mansell,

Vice President of UK Youth

  • Retail partnerships in place with major brands and

retailers including ASOS, Harrods, Nike, Tesco and Boots

  • The

WeShop platform, which has deployed £10million to date, has been successfully tested by

  • ver one million users
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Corporate Presentation 2018 Corporate Presentation 2018

E-COMMERCE

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50 100 150 200 250 2008 2010 2012 2014 2016 2018 E-commerce ($) Digital Ad ($)

US$ billions

Companies are investing more in e-commerce than digital media

Mobile e- commerce is growing 3x faster than e- commerce 87%

The UK had the highest

  • nline shopping penetration

in Europe

82% 80%

60% retailers stated e-commerce as a priority in 2018

Global Retail Ecommerce Sales Will Reach $4.5 Trillion by 2021

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Corporate Presentation 2018 Corporate Presentation 2018

LI LITHIUM

40% interest in Xantus Inc and a 30% interest in Nashwan Holdings Ltd

MALI

  • Nashwan and Xantus provide

exposure to the prospective lithium project areas Menianbala and Djidje in the Bougouni region in Mali

  • First two initial stages of the

exploration programme in Mali successfully completed

  • Results indicative of potential for

high grade mineralisation beneath the weathered surface

  • Auger drilling completed in Q2 with

results in Q3

NI NIGER

  • Xantus holds four contiguous

permits in South-Western Niger

  • Reassessment of historical data

analysing high grade lithium bearing pegmatites recently completed

  • Historic work reported average

grades including 3.22% Li2O, 2.05% and 1.45% Li2O at three selected spodumene-mineralised pegmatite veins outcropping and individual sample grades of up to 4.65% encountered

  • Auger drilling program underway

with results expected in Q3

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Corporate Presentation 2018 Corporate Presentation 2018

AN AN EM EMERGING PRE REMIER LI LITHIUM BEL ELT

Xantus and Nashwan are one of a group of key players in a region, which is rapidly becoming a premium lithium belt

  • Operators in the region include:
  • Birimian Ltd, which is developing the

Bougouni lithium project

  • Kodal Minerals plc
  • Birimian Ltd have reported grades of 11m at

2.41% Li2O from 69m and 13m at 2.36 Li2O from 137m

  • Kodal have a confirmed battery grade lithium

resource results include:

  • Very high grade individual assays up to 1m

at 7.15% Li2O

  • 19 drill holes are reported today with high

grades intersections of consistent pegmatite mineralisation up to 1.68% Li2O

  • The results from TSI’s lithium portfolio share

significant similarities to early results reported by Birimian and Kodal underpin project and regional prospectivity 10

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Corporate Presentation 2018 Corporate Presentation 2018

COBALT

11.12% stake in AIM quoted African Battery Metals

  • TSI holds 15,195,826 shares (11.12%) in African Battery Metals plc following ABM’s acquisition of

Cobalt Blue Holdings of which TSI held a 49% interest

  • ABM is an AIM listed, Africa focused resource company exploring for the key metals used in next

generation batteries that fuel the new electric vehicle revolution

  • ABM’s primary focus is currently on cobalt and its portfolio includes:
  • Kisinka, a 53km² exploration licence 35-40km east of Lubumbashi, the second-largest city in the DRC, located on the

relevant geology to host cobalt, with seven producing cobalt/copper mines within 30km of the licence

  • Sakania licence, covering 200km, identified through activities of artisanal miners
  • Lizetta II chrome, nickel, cobalt exploration licence in Côte d’ Ivoire via its acquisition of Regent Resources Interests Corp.
  • Four exploration licences covering 2,837 sq.km in Cameroon surrounding the Nkamouna and Mada Cobalt-Nickel Project

– a proven mineral district

  • Led by a management team with a proven track record in mineral exploration and development, ABM

has a rapid development strategy in place to become a significant explorer, developer and ultimately producer of battery metals

  • Strategic investment provides TSI with exposure to multiple projects as well as see through valuation
  • pportunities

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Corporate Presentation 2018 Corporate Presentation 2018

PRE REMIER LOCATIONS FOR COBALT EXP EXPLORATION

  • Five licences adjoin the Nkamouna

and Mada Cobalt-Nickel Project,

  • ne of the world’s largest known

primary cobalt deposits

  • Previous studies indicated 59.8

million tonnes (Mt) grading an average of 0.24% cobalt, 0.68% nickel and 1.37% manganese

  • Established infrastructures and

credible mining services nearby

Potentially a world class portfolio of projects

12 CAMEROON DRC

  • Two licences in the DRC - Kisinka

and Sakania – both with highly prospective geology for cobalt exploration

  • Kisinka, a 53km² exploration licence

with seven producing cobalt/copper mines within 30km of the licence

  • Sakania licence represents a low-

cost option to be a first mover in a new prospective area

COTE D’IVOIRE

  • 380 sq km Lizetta II chrome, nickel,

cobalt exploration licence

  • An independent assessment

confirmed the potential to host mineralisation of economic potential

  • Soil samples grading up to 0.25%

cobalt and 0.75% nickel with chrome of up to 1%

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Corporate Presentation 2018 Corporate Presentation 2018

Tec echnology Metals ls – Dr Drive for

  • r Dem

Demand

EMERGING BATTERY TECHNOLOGIES POWERING DEMAND FOR LITHIUM AND COBALT

The market for EVs is increasing exponentially:

20 15 20 30

20,000,000 566,000 Plug in EV Car Sales

Bloomberg Estimate, 2017

Increased popularity of EVs = ra raise sed de demand for r raw raw materi erials

Lithium Ion Battery Anode Electrolyte

Catho hode de

Compo posi sition: n: 70% Li Li

For every 1% increase in battery EV market penetration, demand for Li increases by 70,000 tonnes

Ca Cath thode e Co Comp mposi siti tion

  • n

Vehicle battery Phone battery Stored Power

15% Cobalt 100% Cobalt 33.3% Cobalt

A sup upply defi deficit it is beginning to emerge in Cobalt:

  • Rising demand
  • Reduced production

from DRC

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Corporate Presentation 2018 Corporate Presentation 2018

OTHER INVE VESTMENTS

29.9% holding

  • IGS was spun out of the British Geological Survey,

the world’s oldest national geological survey

  • Provides a range of geoscientific services to

governments, national geological survey

  • rganisations and agencies such as the World Bank

GLOBAL GEOSCIENCE CONSULTANCY: IGS

  • Kalahari Key is a special purpose company set up by an

experienced team of explorers to search for base metals and PGMs in Botswana

  • TSI invested $180,000 for 22.2% with an option to

increase to 33.3% at the same share price

  • Excellent pre-IPO Ni-Cu-PGM opportunity in a stable

African country

  • The project is located on a large, layered ultrabasic-basic

intrusion with an area of more than 13,000 km2

  • It is related to the Bushveld Complex of South Africa, an

important world-class source of PGMs

  • Detailed helicopter-borne geophysics program summer

2018 and then drill program to follow

KALAHARI KEY MINERAL EXPLORATION COMPANY 22.2% holding 14

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Corporate Presentation 2018 Corporate Presentation 2018

KEY KEY DATA

15 Ma Market Ticker Mk

  • Mkt. Cap.

p. Share Price 52 week ra rang nge

AIM TSI.L 3.26 million 0.245p 0.4-0.18

Share Price

Sha hareho holde lder

  • No. of Sha

hares % Future Fuels Holdings Inc. 125,000,000 9.4 Harry Sutherland 75,000,000 5.6

Key Shareholders

0.05 0.1 0.15 0.2 0.25 0.3 0.35 0.4 0.45 11/04/2018 11/05/2018 11/06/2018 11/07/2018 11/08/2018

All information correct at 04.09.18

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Corporate Presentation 2018 Corporate Presentation 2018

BOARD

Directors with a proven pedigree in the project acquisition, development and value creation

A fellow of the Securities Institute of Australia and has held senior positions in both publicly listed and private enterprises in Australia, Europe and

  • Africa. Mr. Wood has considerable

corporate finance experience with a focus in technology, mining and oil & gas sectors. He is currently executive chairman of AIM-quoted Mayan Energy Limited, a US focused oil and gas

  • company. He is also a founding

director of Helium One Ltd, an exploration specialist explorer focused

  • n delineating and developing globally

significant helium assets in Tanzania. Over 20 years’ experience working with private and public listed international

  • companies. Through his directorships
  • f various natural resource focussed

companies, including Capital Metals Limited and ASX-listed Monteray Mining Group, he has gained considerable sector knowledge. Additionally, he has previously held leadership roles within the technology sector, most notably with former FTSE 250 company Pace Plc. Managing Director of Eurasia Mining plc which mines and explores PGMs in

  • Russia. With over 40 years' experience

in minerals exploration, Christian was a founder of CSA Global, the consulting group, and Ivernia West PLC, where he led the exploration, discovery and development of the Lisheen zinc deposit in Ireland, similarly the Shaimerden zinc deposit in Kazakhstan for Ennex International. He is also Chairman of Kibo Mining plc and on the board of MetalNRG.

CHARLIE WOOD EXECUTIVE CHAIRMAN SANDY BARBLETT NON-EXECUTIVE DIRECTOR CHRISTIAN SCHAFFALITZKY NON-EXECUTIVE DIRECTOR

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Corporate Presentation 2018 Corporate Presentation 2018

INVESTMENT CAS ASE

A STRATEGICALLY CURATED DE-RISKED AND BALANCED PORTFOLIO PROJECTS IN HIGHLY PROSPECTIVE REGIONS INNOVATIVE AND DISRUPTIVE TECHNOLOGY COMMODITIES AND SECTORS WITH POSITIVE MARKET DYNAMICS A PROVEN TEAM THAT DELIVERS SHAREHOLDER VALUE

1 2 3 4 5 6

SIGNIFICANT RE-RATING POTENTIAL THROUGH MULTIPLE VALUE TRIGGERS

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Corporate Presentation 2018

CONTACT

Cha harl rlie e Wood

  • d

Hyd yde Park rk House se 5 Manfred Road London SW15 2RS Tel: +44 (0)20 7236 1177

www.twoshields.co.uk

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