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Aberdeen International Corporate Presentation
 

Aberdeen International Corporate Presentation

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    Aberdeen International Corporate Presentation Aberdeen International Corporate Presentation Presentation Transcript

    • A Global Resource Investment Company and Merchant Bank
      TSX:AAB
      September 2, 2010
      A Forbes & Manhattan Group Company
    • Cautionary Statement
      This presentation contains "forward looking information" within the meaning of applicable Canadian securities legislation. Forward looking information includes without limitation, statements regarding the proposed use of the proceeds of the financing, the receipt of all necessary approvals, the outcome of legal proceedings, the issue of permits, the size and quality of the company’s mineral resources, progress in development of mineral properties, future production and sales volumes, capital and mine production costs, demand and market outlook for metals, future metal prices and treatment and refining charges, the financial results of the company the future financial or operating performance of the Company, the prospective mineralization of the properties, planned exploration programs, anticipated production schedule and terms and the availability and likelihood of future acquisitions. Generally, forward looking information can be identified by the use of forward-looking terminology such as "plans", "expects" or "does not expect", "is expected", "budget", "scheduled", "estimates", "forecasts", "intends", "anticipates" or "does not anticipate", or "believes", or variations of such words and phrases or state that certain actions, events or results "may", "could", "would", "might" or "will be taken", "occur" or "be achieved". Forward-looking information is subject to known and unknown risks, uncertainties and other factors that may cause the actual results, level of activity, performance or achievements of the Company to be materially different from those expressed or implied by such forward-looking information, including but not limited to: general business, economic, competitive, geopolitical and social uncertainties; the actual results of current exploration activities; acquisition risks; and other risks of the mining industry. Although the Company has attempted to identify important factors that could cause actual results to differ materially from those contained in forward-looking information, there may be other factors that cause results not to be as anticipated, estimated or intended. There can be no assurance that such information will prove to be accurate, as actual results and future events could differ materially from those anticipated in such statements. Accordingly, readers should not place undue reliance on forward looking information. The Company does not undertake to update any forward-looking information, except in accordance with applicable securities laws. 
      This presentation does not constitute an offer to sell or a solicitation of an offer to sell any of the securities in the United States. The securities have not been and will not be registered under the United States Securities Act of 1933, as amended (the "U.S. Securities Act") or any state securities laws and may not be offered or sold within the United States or to U.S. Persons unless registered under the U.S. Securities Act and applicable state securities laws or an exemption from such registration is available.
      2
    • At a Glance
      3
      Global resource investment company / merchant bank
      Focused on private, micro- and small-cap resource companies
      Unique, value-added approach to investing
      Actively builds companies to unlock value
      Targeting triple digit returns
      Benefits from Forbes & Manhattan’s infrastructure
      and deal flow
      Broad investment mandate in resource sector
      Significant exposure to gold in current portfolio
      Exciting investments in energy, metals, bulks,
      agriculture
    • Value Proposition
      4
      For $36 M
      Aberdeen’s Shareholders Own:
      ~$60M
      1.
      Investment Portfolio
      Market Value (July 31/10)
      ~C$0.69*/share
      *Excludes value of two gold royalties
    • Value Proposition
      5
      >$500K
      2.
      Gold Royalty paid quarterly
      Forbes Coal
      Brazil/Amazon Potash
      Temujin Mining
      Private investment upside
      Taking public to improve portfolio liquidity/value
      3.
      Supporting next generation of investments
      Ongoing high quality deal flow
      4.
    • Unlocking Value through F&M
      6
      Forbes & Manhattan expertise
      Technical Team
      Financial Team
      Legal Team
      Back Office
      Over 80 professionals in Toronto plus international operations teams
      Forbes & Manhattan benefits:
      Financing
      Marketing
      M&A
      World class team
      Proven track record
      Actively building companies and creating value
    • Our Business
      7
      Targets
      Active Investment
      +100%
      Seed financings
      Active role in management & BOD
      Support financially in early stages
      Private
      Micro-cap
      From initial investment
      Merchant Banking
      Short-term investments
      Bridge financing
      Fee income
      Shells
      +10% pa
      + Warrants
      $2.0M-
      Royalty Revenue
      Provides upside to higher gold prices
      Backed by 8 Mozreserves and
      25 Mozresources
      $2.5M
      pa
    • Investment Methodology
      8
      • Develop business plan
      • Build management team/BOD
      • AAB acts as care taker management
      • Identify capital requirements
      • Early-stage (pre-IPO) financing
      • AAB participates
      • Execute business plan
      • GO PUBLIC
      • Source high potential resource deal
      • “Seed financing”
      • AAB provides managed risk capital
      Actively creating value for shareholders
    • Proven Track Record
      9
      Aberdeen’s recent success:
      $0.48
      Avg Cost
      Entry
      Price
      $0.34
      Avg Cost
      $0.52
      Avg Cost
      Desert Sun Mining (Gold)
      Forbes & Manhattan success:
      Consolidated Thompson (Iron Ore)
      3,750% return in 4 years
      4,500% return in 3 years
      $735Msale price to Yamana Gold
      $735Msale price to Yamana Gold
      Production commenced Q1 2010
      Production commenced Q1 2010
    • Key Assets
      10
      Equity Portfolio
      Value of top 5 holdings
      (July 31, 2010):
      20other investments
      Crocodile Gold
      Forbes Coal (PVT)
      Temujin Mining (PVT)
      4. SullidenGold
      5. AvionGold
      Agriculture
      Oil & Gas
      Mining
      C$28.4M
      C$0.32/share
      Gold Royalties
      Cash
      8 Mozreserves
      1% gold NSR
      25 Mozresources
      Always evaluating new investments. Typical entry point:
      Buffelsfontein Mine
      (Simmers & Jack)
      Mine Waste Solutions(First Uranium)
      US$2.2M
      C$1-5M
      Current net over next 12 months
    • Our Investment Portfolio
      11
      Asset Class
      Public Equities & Warrants By Commodity
      Cash
      Warrants
      Debt
      Industrial/Strategic
      Bulks
      Agricultural
      Private
      Public Equities
      Gold & Precious Metals
      Energy
      Base Metals
    • Core Private Holdings
      12
      F&M “Forbes” Coal
      • Export grade coal from two mines, producing 0.5 million tonnes per year saleable
      • Excellent infrastructure  close to ports
      • Can TRIPLE production in 2-3 years, strong financial position
      • Diverse product lines – both thermal and metallurgical markets
      • Future growth projects in Southern Africa
      • Public listing end of September 2010 (merge with Nyah Resources)
    • Core Private Holdings
      13
      Temujin Mining
      • World class licenses covering 3 of the most exciting advanced projects on OyuTolgoi copper-gold belt in Mongolia
      • 80 km strike length of strong copper and gold anomalies on 6 licenses
      • Limited drilling, no work done since 2005, vastly improved geopolitical climate
      • Drilling started August 2010 - $1.5 MM program underway
    • Short-Term Outlook
      14
      Positive Catalysts Expected Over Next 2 Quarters
      • Received 1.5 MM shares plus 7.5 MM Performance (Class A/B) Shares of Newport Mining (NMN-ASX) – Phosphate project in Brazil
      • Potentially worth $4.5 MM++ when Performance Shares vest
      • Drilling just underway to prove JORC resource
      • Forbes Coal completed equity financing at $2.80 per share
      • 180% unrealized return on initial investment, 460% unrealized return when Performance Shares vest (mid-2011)
      • RTO into public company (Nyah Resources) late September
      • Private Oil & Gas merging with Sagres Energy (SGI-V)
      • +800% potential unrealized return on initial $250,000 investment
    • Longer-Term Outlook
      15
      Portfolio Leveraged To Gold And Junior Market
      • Market set-back in May-June, but most holdings have performed well and recovered strongly.
      • Large warrant positions provide additional leverage
      • We do not manage the portfolio for the short-term!
      • Exceptional upside as markets improve and companies execute
      Private Holdings To Deliver And Unlock Value
      • Forbes Coal expected to list by Fall 2010
      • Amazon/Brazil Potash to spin off three companies
      • Two expected to be public by year-end
      • Additional pleasant surprises coming from other holdings
      • Temujin now drilling, will continue to incubate for huge potential
    • Addressing The Valuation Discount
      16
      Investor Relations
      • Hired Mike McAllister as Manager, IR
      • World-class website
      • New focus by management to market our great story and our successes/resource investment outsourcing
      • Focus on retail and small/generalist institutions
      Business Growth
      • More success expected from pre-IPO investments
      • JV funds to accretively accumulate assets – ‘early days’
      Corporate Activity
      • Complete share buy-back
      • Result from Simmer & Jack litigation
    • Capital Structure
      17
      Share Structure
      Major Shareholders
      Management & Directors
      RAB Capital
      Top Gold
      US Global
      TD
      14%
      Shareholders’ Equity (Q1) = $1.19/share
    • Management & Board of Directors
      18
      Strong management with a DEPTH of experience in the resource sector and a PROVEN track record at building companies from the seed level through to highly successful exits
      Board of Directors
      Management Team
      George Faught, C.A.
      Chief Executive Officer
      David Stein, CFA, MSc.
      President & Chief Operating Officer
      Stephan Theron
      Chief Financial Officer
      Stan Bharti, P.Eng.
      Executive Chairman
      George Faught, C.A.
      Director
      David Stein, CFA, MSc.
      Director
      Hon. Pierre S. Pettigrew
      Director
      Bernard Wilson, C.A.
      Director
      Mike Hoffman, P.Eng.
      Director
      Jean-Guy Lambert, MBA
      Director
      Advisory Board
      Bruce Humphrey
      Chairman of Investment Committee
    • Contact Details
      David Stein
      President & COO
      416-861-5812
      dstein@aberdeeninternational.ca
      Mike McAllister
      Investor Relations
      416-309-2134
      mmcallister@aberdeeninternational.ca
      A Forbes & Manhattan Group Company
      Follow us on Twitter: AberdeenAAB