Aberdeen International is a global resource investment company focused on investing in private, micro, and small-cap resource companies. It takes an active role in partnering with and building companies to unlock value. Its portfolio has generated high returns, including 258% over two years. Aberdeen provides shareholders exposure to resource investments with potential for triple digit returns through its unique strategy of seed-level financing and active involvement in partner companies.
This presentation is for Aberdeen International Inc., a global resource investment company and merchant bank. It owns an investment portfolio valued at over $102 million and generates dividend and royalty revenue. It takes an active role in partnering with and building up private resource companies with the goal of achieving high returns over 2-5 years. Recent investments have seen returns of over 3,750% and 4,500% upon sales. The company aims to offer diversification across commodities and development stages within the resource sector.
1) A Global Resource Investment Company and Merchant Bank focused on private, micro- and small-cap resource companies with a unique, value-added approach to investing.
2) It aims to build companies and unlock value targeting triple digit returns over 2-5 years, leveraging Forbes & Manhattan's infrastructure and deal flow across the resource sector.
3) The company has achieved a 67% internal rate of return since inception and significant exposure to gold in its current portfolio, with exciting investments in other resource sectors as well.
Aberdeen International is a global resource investment company focused on building value in private and public resource companies through active management. It has a portfolio valued at $100.1 million consisting of investments in gold, base metals, bulk commodities, agriculture, and energy. Aberdeen leverages the expertise of Forbes & Manhattan to support its investee companies and aims to generate triple digit returns over 2-5 years.
Aberdeen International is a global resource investment company focused on building value in private, micro, and small-cap resource companies through active involvement. It has a portfolio valued at $100.1 million consisting of investments in precious metals, bulk commodities, and other resources. Aberdeen leverages the expertise of Forbes & Manhattan to support its investee companies and create value for shareholders through organic growth and liquidity events.
1) A Global Resource Investment Company and Merchant Bank focused on private, micro- and small-cap resource companies through a value-added approach targeting triple digit returns over 2-5 years.
2) It owns a portfolio valued at approximately $61.8 million as of April 30, 2012 and pays shareholders a 4% dividend yield.
3) It leverages the expertise of Forbes & Manhattan to actively build and create value in portfolio companies from seed-level financings through management support and public listings.
1) A Global Resource Investment Company and Merchant Bank focused on private, micro- and small-cap resource companies through a value-added approach targeting triple digit returns over 2-5 years.
2) It owns a portfolio valued at approximately $61.8 million as of April 30, 2012 and pays shareholders a 4% dividend yield.
3) It leverages the expertise of Forbes & Manhattan to actively build and create value in portfolio companies from seed-level financings through management support and public listings.
1) Global resource investment company and merchant bank focused on private, micro-, and small-cap resource companies.
2) Unique approach of actively building portfolio companies to unlock value, targeting triple digit returns.
3) Broad mandate across the resource sector, including significant gold exposure and investments in energy, metals, and agriculture.
Aberdeen International is a global resource investment company that owns a portfolio valued at approximately C$117.8 million as of April 30, 2011. The company focuses on private, micro, and small-cap resource companies with the goal of unlocking value over 2-5 years. Aberdeen has exposure to gold and other commodities through its portfolio companies and gold royalty interests. The company aims to continue building its portfolio through new investments in iron ore, coal, agriculture, and energy.
This presentation is for Aberdeen International Inc., a global resource investment company and merchant bank. It owns an investment portfolio valued at over $102 million and generates dividend and royalty revenue. It takes an active role in partnering with and building up private resource companies with the goal of achieving high returns over 2-5 years. Recent investments have seen returns of over 3,750% and 4,500% upon sales. The company aims to offer diversification across commodities and development stages within the resource sector.
1) A Global Resource Investment Company and Merchant Bank focused on private, micro- and small-cap resource companies with a unique, value-added approach to investing.
2) It aims to build companies and unlock value targeting triple digit returns over 2-5 years, leveraging Forbes & Manhattan's infrastructure and deal flow across the resource sector.
3) The company has achieved a 67% internal rate of return since inception and significant exposure to gold in its current portfolio, with exciting investments in other resource sectors as well.
Aberdeen International is a global resource investment company focused on building value in private and public resource companies through active management. It has a portfolio valued at $100.1 million consisting of investments in gold, base metals, bulk commodities, agriculture, and energy. Aberdeen leverages the expertise of Forbes & Manhattan to support its investee companies and aims to generate triple digit returns over 2-5 years.
Aberdeen International is a global resource investment company focused on building value in private, micro, and small-cap resource companies through active involvement. It has a portfolio valued at $100.1 million consisting of investments in precious metals, bulk commodities, and other resources. Aberdeen leverages the expertise of Forbes & Manhattan to support its investee companies and create value for shareholders through organic growth and liquidity events.
1) A Global Resource Investment Company and Merchant Bank focused on private, micro- and small-cap resource companies through a value-added approach targeting triple digit returns over 2-5 years.
2) It owns a portfolio valued at approximately $61.8 million as of April 30, 2012 and pays shareholders a 4% dividend yield.
3) It leverages the expertise of Forbes & Manhattan to actively build and create value in portfolio companies from seed-level financings through management support and public listings.
1) A Global Resource Investment Company and Merchant Bank focused on private, micro- and small-cap resource companies through a value-added approach targeting triple digit returns over 2-5 years.
2) It owns a portfolio valued at approximately $61.8 million as of April 30, 2012 and pays shareholders a 4% dividend yield.
3) It leverages the expertise of Forbes & Manhattan to actively build and create value in portfolio companies from seed-level financings through management support and public listings.
1) Global resource investment company and merchant bank focused on private, micro-, and small-cap resource companies.
2) Unique approach of actively building portfolio companies to unlock value, targeting triple digit returns.
3) Broad mandate across the resource sector, including significant gold exposure and investments in energy, metals, and agriculture.
Aberdeen International is a global resource investment company that owns a portfolio valued at approximately C$117.8 million as of April 30, 2011. The company focuses on private, micro, and small-cap resource companies with the goal of unlocking value over 2-5 years. Aberdeen has exposure to gold and other commodities through its portfolio companies and gold royalty interests. The company aims to continue building its portfolio through new investments in iron ore, coal, agriculture, and energy.
1) Aberdeen International is a global resource investment company focused on building value in private and public resource companies through active management and financing.
2) The company has a portfolio valued at over $117 million including investments in gold, metals, bulk commodities, agriculture, and energy. Top holdings include Sulliden Gold, Black Iron, and Belo Sun Mining.
3) Aberdeen employs a unique strategy of actively managing seed investments in resource companies and supporting them through early development with the goal of generating triple digit returns within 2-5 years.
This document summarizes a global resource investment company and merchant bank called Aberdeen International. It focuses on building value in private, micro, and small-cap resource companies through an active approach that aims to generate triple digit returns over 2-5 years. It has a broad investment mandate across the resource sector and leverages the infrastructure and deal flow of its parent company, Forbes & Manhattan. Recent investments have generated strong returns for shareholders.
Aberdeen International is a global resource investment company focused on building value in private and public resource companies through active management. It provides seed financing and takes board seats early to help manage growth. The company's portfolio is valued at $123.7 million and is diversified across commodities like gold, bulk materials, agri-minerals and energy. Aberdeen aims to generate triple digit returns over 2-5 years through its hands-on approach and expertise in developing resource companies.
A global resource investment company and merchant bank that owns pieces of private, micro, and small-cap resource companies. It takes an active role in building and developing these companies to unlock value over 2-5 years, with a goal of triple digit returns. The company leverages the infrastructure and deal flow of Forbes & Manhattan to provide financing, management expertise, and marketing assistance. It has a diversified portfolio of resource investments and also generates revenue from gold royalties.
Global resource investment company focused on building value in private resource companies through seed investments and an active role in management. Portfolio valued at $86 million as of October 2010, with exposure to gold, base metals, bulk commodities, agriculture, and energy. Management team has a proven track record of significant returns, such as 3,750% on a gold investment within 4 years through to a $735 million acquisition. The company aims to continue unlocking value from its portfolio of over 20 companies and royalty interests.
Primero corporate presentation november finalprimero_mining
Primero Mining Corporation is a gold and silver producer focused on its San Dimas mine in Mexico. The document provides a corporate update for Primero in November 2012. It discusses Primero's focus on production and growth through optimizing operations at San Dimas, expanding capacity, and pursuing acquisitions. Primero has increased its production guidance for 2012 based on strong operational performance at San Dimas.
This document provides a corporate update from Primero Mining Corp. in June 2012. It discusses Primero's focus on production and growth as a gold-silver producer with its long-life, high-grade San Dimas mine in Mexico. Primero has a strong balance sheet with $86 million in cash, no debt, and generates significant operating cash flow. The company's strategy is to become a leading intermediate gold producer through optimizing its existing mine, pursuing accretive acquisitions, and increasing reserves through exploration. In Q1 2012, Primero delivered strong financial results with revenues of $44 million, earnings from mine operations of $18.6 million, net income of $18.6 million, and
A Portfolio Strategy - which yield\'s the “ Max. Operating Performance per Unit of Enterprise Value with min. expense ratio , lower Beta vs Benchmarks & Competitive liquidity quotient " :: { 9 Templates * 996 Portfolio\'s * 15000 Simulations * 6 Time Zones vs 4 Benchmarks }
Scotiabank 2012 Global Banking & Markets Mining Conferenceprimero_mining
Primero Mining Corporation presented at the Scotiabank Global Banking and Markets Mining Conference on November 28, 2012. The presentation focused on Primero's San Dimas gold-silver mine in Mexico, which is expected to produce between 110,000-120,000 gold equivalent ounces in 2012. Primero outlined plans to optimize operations at San Dimas and expand throughput to 2,500 tonnes per day by 2014, which could increase average annual production to over 160,000 gold equivalent ounces. Exploration success has also increased San Dimas' reserves by 16% and resources by 17-23%, positioning the mine for continued growth.
Corporate Presentation by Zimtu Capital Corp. (TSXv: ZC).
Zimtu Capital Corp. is a publicly held investment company that creates, invests in, and grows natural resource companies and provides a unique way for investors to participate in, and profit from, the public company building process.
This presentation was updated to May 2011.
This document discusses forward-looking statements and contains three key points:
1) It cautions readers that certain information in the presentation constitutes "forward-looking statements" which are inherently uncertain and subject to significant risks and uncertainties.
2) It notes that the forward-looking statements are based on a number of assumptions that may prove to be incorrect, including assumptions about metal prices, exchange rates, production levels, costs, and timelines.
3) It disclaims any obligation to update forward-looking statements except as required by law, and warns readers not to put undue reliance on such statements due to their inherent uncertainty.
This document discusses forward-looking statements and contains three key points:
1) It cautions readers that certain information in the presentation constitutes "forward-looking statements" which are inherently uncertain and subject to significant risks and uncertainties.
2) It notes that the forward-looking statements are based on a number of assumptions that may prove to be incorrect.
3) It disclaims any obligation to update the forward-looking statements except as required by law.
The document discusses the San Dimas gold-silver mine in Mexico owned by Primero Mining Corp. It describes recent exploration success expanding reserves and discovering a new high-grade zone called the Sinaloa Graben. Drilling intercepts in this zone exceeded reserve grades with potential for over 1 million ounces of gold. The mine has significant exploration upside across its large land package and over 100 known veins, positioning it for continued reserve and production growth.
This monthly newsletter provides an overview of:
• Mutual fund industry vital signs (asset growth, sales and performance);
• Product development highlights for the month;
• Interesting facts about our industry.
This document discusses North American Palladium as a diversified precious metals producer with its core asset being the Lac des Iles palladium mine in Canada. It notes that palladium supply is constrained by major producers in Russia and South Africa and that demand is growing, driven primarily by the automobile sector. The presentation outlines NAP's investment case as a growth-oriented palladium producer with a pipeline of projects and exploration upside, an experienced management team, and a strong balance sheet.
Royal Gold owns royalty interests on several producing gold mines, including a 75% net smelter return royalty on the Andacollo mine in Chile and a 2% net smelter return royalty on the Peñasquito mine in Mexico. These mines are operated by reputable mining companies and have long mine lives of over 20 years. Royal Gold's portfolio of quality royalty assets generates strong and stable margins, driving steady cash flow without development or operating costs for the company.
- Carpathian Gold Inc. is a near-term gold producer with two development projects totaling over 12 million ounces of gold equivalent resources.
- It plans to make a construction decision in 2010 and begin production in late 2011 at its Riacho dos Machados project in Brazil, with an initial target of over 100,000 ounces of gold per year and potential to expand to 400,000 ounces annually.
- The company also owns the Rovina Valley Project in Romania which has completed a preliminary economic assessment and has substantial exploration upside across its properties.
The mutual fund industry saw a decrease in assets for April 2012, with starting assets of $669.2 billion, net sales of $2.3 billion, and a market effect of -$5.9 billion, resulting in ending assets of $665.6 billion. The top performing fund categories were Canadian fixed income balanced, global fixed income balanced, and Canadian dividend & income equity funds, while the worst performing were global equity, Canadian focused equity, and U.S. equity funds. Product developments in April included new fund launches focused on emerging markets, managed futures, and Canadian and global equities.
Cibc whistler conference (website) jan 2013RoyalGold
Royal Gold owns royalty interests in several cornerstone producing assets including Andacollo and Peñasquito. Andacollo is a gold mine located in Chile operated by Teck that produced 51.4k ounces of gold in fiscal 2012 and is expected to have a mine life of over 20 years. Peñasquito is a gold, silver, lead and zinc mine located in Mexico operated by Goldcorp that contains over 16.5 million ounces of gold reserves and production and reserves are expected to continue growing. Royal Gold derives stable cash flows from these long-lived cornerstone assets with no development or operating costs.
The document discusses Aurico Gold's commitment to shareholder value creation through its high quality, low cost asset base in North America. It summarizes key details about Aurico's two main operations, Young-Davidson and El Chanate mines, including production levels, cash costs, reserves, and mine lives. It also provides an overview of Aurico's exploration and development projects including Kemess Underground, Orion JV, and their opportunities to add value.
The document discusses Aurico Gold's commitment to shareholder value creation through its high quality, low cost asset base in North America. It focuses on streamlining operations through divesting non-core assets and producing from its two main mines, Young-Davidson and El Chanate. Aurico aims to deliver reliable, consistent performance through organic growth from these assets and a strong balance sheet.
1) Aberdeen International is a global resource investment company focused on building value in private and public resource companies through active management and financing.
2) The company has a portfolio valued at over $117 million including investments in gold, metals, bulk commodities, agriculture, and energy. Top holdings include Sulliden Gold, Black Iron, and Belo Sun Mining.
3) Aberdeen employs a unique strategy of actively managing seed investments in resource companies and supporting them through early development with the goal of generating triple digit returns within 2-5 years.
This document summarizes a global resource investment company and merchant bank called Aberdeen International. It focuses on building value in private, micro, and small-cap resource companies through an active approach that aims to generate triple digit returns over 2-5 years. It has a broad investment mandate across the resource sector and leverages the infrastructure and deal flow of its parent company, Forbes & Manhattan. Recent investments have generated strong returns for shareholders.
Aberdeen International is a global resource investment company focused on building value in private and public resource companies through active management. It provides seed financing and takes board seats early to help manage growth. The company's portfolio is valued at $123.7 million and is diversified across commodities like gold, bulk materials, agri-minerals and energy. Aberdeen aims to generate triple digit returns over 2-5 years through its hands-on approach and expertise in developing resource companies.
A global resource investment company and merchant bank that owns pieces of private, micro, and small-cap resource companies. It takes an active role in building and developing these companies to unlock value over 2-5 years, with a goal of triple digit returns. The company leverages the infrastructure and deal flow of Forbes & Manhattan to provide financing, management expertise, and marketing assistance. It has a diversified portfolio of resource investments and also generates revenue from gold royalties.
Global resource investment company focused on building value in private resource companies through seed investments and an active role in management. Portfolio valued at $86 million as of October 2010, with exposure to gold, base metals, bulk commodities, agriculture, and energy. Management team has a proven track record of significant returns, such as 3,750% on a gold investment within 4 years through to a $735 million acquisition. The company aims to continue unlocking value from its portfolio of over 20 companies and royalty interests.
Primero corporate presentation november finalprimero_mining
Primero Mining Corporation is a gold and silver producer focused on its San Dimas mine in Mexico. The document provides a corporate update for Primero in November 2012. It discusses Primero's focus on production and growth through optimizing operations at San Dimas, expanding capacity, and pursuing acquisitions. Primero has increased its production guidance for 2012 based on strong operational performance at San Dimas.
This document provides a corporate update from Primero Mining Corp. in June 2012. It discusses Primero's focus on production and growth as a gold-silver producer with its long-life, high-grade San Dimas mine in Mexico. Primero has a strong balance sheet with $86 million in cash, no debt, and generates significant operating cash flow. The company's strategy is to become a leading intermediate gold producer through optimizing its existing mine, pursuing accretive acquisitions, and increasing reserves through exploration. In Q1 2012, Primero delivered strong financial results with revenues of $44 million, earnings from mine operations of $18.6 million, net income of $18.6 million, and
A Portfolio Strategy - which yield\'s the “ Max. Operating Performance per Unit of Enterprise Value with min. expense ratio , lower Beta vs Benchmarks & Competitive liquidity quotient " :: { 9 Templates * 996 Portfolio\'s * 15000 Simulations * 6 Time Zones vs 4 Benchmarks }
Scotiabank 2012 Global Banking & Markets Mining Conferenceprimero_mining
Primero Mining Corporation presented at the Scotiabank Global Banking and Markets Mining Conference on November 28, 2012. The presentation focused on Primero's San Dimas gold-silver mine in Mexico, which is expected to produce between 110,000-120,000 gold equivalent ounces in 2012. Primero outlined plans to optimize operations at San Dimas and expand throughput to 2,500 tonnes per day by 2014, which could increase average annual production to over 160,000 gold equivalent ounces. Exploration success has also increased San Dimas' reserves by 16% and resources by 17-23%, positioning the mine for continued growth.
Corporate Presentation by Zimtu Capital Corp. (TSXv: ZC).
Zimtu Capital Corp. is a publicly held investment company that creates, invests in, and grows natural resource companies and provides a unique way for investors to participate in, and profit from, the public company building process.
This presentation was updated to May 2011.
This document discusses forward-looking statements and contains three key points:
1) It cautions readers that certain information in the presentation constitutes "forward-looking statements" which are inherently uncertain and subject to significant risks and uncertainties.
2) It notes that the forward-looking statements are based on a number of assumptions that may prove to be incorrect, including assumptions about metal prices, exchange rates, production levels, costs, and timelines.
3) It disclaims any obligation to update forward-looking statements except as required by law, and warns readers not to put undue reliance on such statements due to their inherent uncertainty.
This document discusses forward-looking statements and contains three key points:
1) It cautions readers that certain information in the presentation constitutes "forward-looking statements" which are inherently uncertain and subject to significant risks and uncertainties.
2) It notes that the forward-looking statements are based on a number of assumptions that may prove to be incorrect.
3) It disclaims any obligation to update the forward-looking statements except as required by law.
The document discusses the San Dimas gold-silver mine in Mexico owned by Primero Mining Corp. It describes recent exploration success expanding reserves and discovering a new high-grade zone called the Sinaloa Graben. Drilling intercepts in this zone exceeded reserve grades with potential for over 1 million ounces of gold. The mine has significant exploration upside across its large land package and over 100 known veins, positioning it for continued reserve and production growth.
This monthly newsletter provides an overview of:
• Mutual fund industry vital signs (asset growth, sales and performance);
• Product development highlights for the month;
• Interesting facts about our industry.
This document discusses North American Palladium as a diversified precious metals producer with its core asset being the Lac des Iles palladium mine in Canada. It notes that palladium supply is constrained by major producers in Russia and South Africa and that demand is growing, driven primarily by the automobile sector. The presentation outlines NAP's investment case as a growth-oriented palladium producer with a pipeline of projects and exploration upside, an experienced management team, and a strong balance sheet.
Royal Gold owns royalty interests on several producing gold mines, including a 75% net smelter return royalty on the Andacollo mine in Chile and a 2% net smelter return royalty on the Peñasquito mine in Mexico. These mines are operated by reputable mining companies and have long mine lives of over 20 years. Royal Gold's portfolio of quality royalty assets generates strong and stable margins, driving steady cash flow without development or operating costs for the company.
- Carpathian Gold Inc. is a near-term gold producer with two development projects totaling over 12 million ounces of gold equivalent resources.
- It plans to make a construction decision in 2010 and begin production in late 2011 at its Riacho dos Machados project in Brazil, with an initial target of over 100,000 ounces of gold per year and potential to expand to 400,000 ounces annually.
- The company also owns the Rovina Valley Project in Romania which has completed a preliminary economic assessment and has substantial exploration upside across its properties.
The mutual fund industry saw a decrease in assets for April 2012, with starting assets of $669.2 billion, net sales of $2.3 billion, and a market effect of -$5.9 billion, resulting in ending assets of $665.6 billion. The top performing fund categories were Canadian fixed income balanced, global fixed income balanced, and Canadian dividend & income equity funds, while the worst performing were global equity, Canadian focused equity, and U.S. equity funds. Product developments in April included new fund launches focused on emerging markets, managed futures, and Canadian and global equities.
Cibc whistler conference (website) jan 2013RoyalGold
Royal Gold owns royalty interests in several cornerstone producing assets including Andacollo and Peñasquito. Andacollo is a gold mine located in Chile operated by Teck that produced 51.4k ounces of gold in fiscal 2012 and is expected to have a mine life of over 20 years. Peñasquito is a gold, silver, lead and zinc mine located in Mexico operated by Goldcorp that contains over 16.5 million ounces of gold reserves and production and reserves are expected to continue growing. Royal Gold derives stable cash flows from these long-lived cornerstone assets with no development or operating costs.
The document discusses Aurico Gold's commitment to shareholder value creation through its high quality, low cost asset base in North America. It summarizes key details about Aurico's two main operations, Young-Davidson and El Chanate mines, including production levels, cash costs, reserves, and mine lives. It also provides an overview of Aurico's exploration and development projects including Kemess Underground, Orion JV, and their opportunities to add value.
The document discusses Aurico Gold's commitment to shareholder value creation through its high quality, low cost asset base in North America. It focuses on streamlining operations through divesting non-core assets and producing from its two main mines, Young-Davidson and El Chanate. Aurico aims to deliver reliable, consistent performance through organic growth from these assets and a strong balance sheet.
Primero Minerals Ltd is a Canadian gold and silver producer focused on its San Dimas mine in Mexico. It has a strong balance sheet with $126 million in cash and low debt. The company aims to become a leading intermediate gold producer through optimizing its existing mine, pursuing accretive acquisitions, and increasing reserves through exploration. Primero sells some of its silver production at spot prices and has filed an advance tax ruling in Mexico seeking to pay taxes based on realized revenue to reduce its tax impact.
Primero Corporate Presentation 2012 Canaccord Genuity Global Resources Confer...primero_mining
Primero Mining Corporation presented at the Canaccord Genuity Global Resource Conference on October 16-18, 2012. The presentation focused on Primero's production and growth profile, with its flagship San Dimas Gold-Silver Mine in Mexico as a solid platform for growth. Highlights included expected 2012 production of 110,000 to 120,000 gold equivalent ounces, increasing reserves and resources at San Dimas, and an estimated production growth profile to over 200,000 gold equivalent ounces by 2015 through optimization and expansion.
This document provides an overview of Aberdeen International Inc., a global resource investment company and merchant bank. It summarizes Aberdeen's investment approach, portfolio, management team, and some of its current investments. Aberdeen focuses on building value in private resource companies with a goal of achieving triple digit returns within 2-5 years. It touts a successful track record and leverages the expertise of its partner, Forbes & Manhattan. The portfolio has grown significantly in value since 2008 and includes investments in gold, iron ore, coal, fertilizers, and other resource sectors.
Primero 2012 dgf presentation final v001 c5mf92primero_mining
Primero Mining Corporation is a Canadian gold and silver producer focused on its San Dimas mine in Mexico. The document discusses Primero's strategy of becoming a leading intermediate gold producer through operational and financial results, optimizing and expanding existing mines, diversifying through acquisitions, and increasing reserves through exploration. It provides highlights of Primero's strong financial position, delivering operating and financial results, increasing production guidance for 2012, and growing reserve and resource base.
The document provides an overview of Aurico Gold's commitment to shareholder value creation. It summarizes Aurico's high quality, low cost asset base which includes the Young-Davidson and El Chanate mines. It also discusses Aurico's organic production growth profile, strong balance sheet, and shareholder friendly initiatives such as its dividend policy. The document contains forward-looking statements and notes that actual results may differ materially from projections. It also cautions US investors regarding the use of measured, indicated and inferred resource terminology.
Scotiabank Mining for Free Cash Flow in Mexico Conference AuRico Gold
The document discusses Aurico Gold's commitment to shareholder value creation through mining for free cash flow in Mexico. It outlines Aurico's streamlined asset base which includes the high quality, low cost Young-Davidson and El Chanate mines. The summary also notes Aurico's organic production growth profile, strong balance sheet, and shareholder friendly initiatives.
PDAC 2013 Corporate Presentation Forum for InvestorsAuRico Gold
AuRico Gold provided a corporate presentation outlining its commitment to shareholder value creation. The presentation summarized AuRico's streamlined asset base which includes the high-quality, low-cost Young-Davidson and El Chanate mines located in Canada and Mexico, respectively. AuRico also highlighted its organic growth profile at Young-Davidson, peer-leading balance sheet, and shareholder-friendly initiatives including a dividend policy. AuRico estimates 2013 gold production of 190,000-220,000 ounces at total cash costs of $575-$675 per ounce from its two core operations.
NAP is an investment opportunity in the palladium market. It owns the Lac des Iles mine, one of only two primary palladium mines globally. The mine is undergoing an expansion to increase production and reduce costs per ounce. Palladium fundamentals are strong due to constrained supply and increasing demand from the automotive sector. NAP offers production growth through the mine expansion and exploration upside on its properties.
NAP is an investment opportunity in the palladium market. It owns the Lac des Iles mine, one of only two primary palladium mines globally. The mine is undergoing an expansion to increase production and reduce costs per ounce. Palladium fundamentals are strong due to constrained supply and increasing demand from the automotive sector. NAP offers production growth through the mine expansion and exploration upside on its properties.
- Palladium prices are forecasted to reach highs of $1,000/oz due to a supply deficit as demand has historically exceeded mine supply.
- Majority of palladium demand comes from the automobile sector where light vehicle production is expected to increase 4% annually through 2016.
- Constrained mine supply is unable to match growing demand, with over 80% of global mine supply coming from high-risk jurisdictions in Russia and South Africa.
- Only 6.3 million ounces of annual palladium production worldwide, and production from major producers Russia and South Africa has remained constrained.
- Palladium prices are forecasted to reach historical highs of up to $1,000/oz due to a supply deficit. Demand has historically exceeded mine supply and is expected to continue growing.
- Mine supply is constrained and unable to match rising demand. Over 80% of global mine supply comes from Russia and South Africa, which are high-risk jurisdictions.
- Only 6.3 million ounces of palladium are produced annually worldwide from mines. Major producers in Russia and South Africa have shown constrained production.
NAP is an intermediate palladium producer with its primary asset being the Lac des Iles mine in Ontario, Canada. The presentation discusses NAP's investment case which includes commodity fundamentals that are positive for palladium with constrained supply and growing demand from the automotive sector. NAP is undertaking an expansion at LDI to transition it into a long-life, low cost mine with steady production growth to over 250,000 ounces per year. The expansion is on track and low risk due to NAP's experienced team and existing infrastructure.
This document provides an overview of a global resource investment company and merchant bank. Some key points:
- It has an $86 million investment portfolio focused on private, micro, and small-cap resource companies.
- The portfolio has significant exposure to gold currently and includes investments in energy, metals, bulks, and agriculture.
- It takes an active role in managing its investments, with the goal of unlocking value and achieving triple digit returns.
- It benefits from the infrastructure and deal flow of its parent company, Forbes & Manhattan, which has over 80 professionals supporting deal identification and execution.
The document presents an investment case for investing in palladium mining company North American Palladium. It notes that palladium prices are forecast to rise significantly due to strong demand fundamentals and constrained mine supply. Demand is expected to continue growing from the automotive sector, while mine production is concentrated in risky jurisdictions like Russia and South Africa and unable to keep up with demand. North American Palladium offers palladium production growth through mine expansion and has an experienced management team and prudent financial position to support further development.
1) The document discusses forward-looking statements made by Carpathian Gold Inc. regarding its projects and financial prospects.
2) Carpathian Gold has two gold development projects with over 12.7 million ounces of gold equivalent resources and recently completed a preliminary economic assessment for its Riacho dos Machados project in Brazil.
3) The Riacho dos Machados project is targeting initial production of 100,000 ounces of gold per year in late 2012 with potential to expand production profile and resources along strike and at depth.
Northgate Minerals provided guidance for its Young-Davidson mine for 2012 and 2013. Production is expected to increase from 55,000-65,000 ounces in 2012 to 135,000-155,000 ounces in 2013. Cash costs are forecast to decline slightly from $550-$650 per ounce in 2012 to $500-$550 per ounce in 2013. Capital expenditures are expected to decrease from up to $240 million in 2012 to up to $130 million in 2013 as the mine transitions to underground mining.
Avion Resources is a new gold producer in West Africa with exploration upside. In less than one year, Avion acquired an existing producer at a discount, completed drilling, developed a new mine plan, and began production. Avion has also announced acquisitions increasing its gold resource and initiated expansion studies to increase production to 200,000 ounces annually. Avion provides exposure to the secular gold bull market as a well-funded, regional consolidator in West Africa.
This presentation provides an overview of North American Palladium and its Lac des Iles palladium mine. It highlights NAP's strong balance sheet, experienced management team, and the compelling investment case for palladium given constrained mine supply and growing demand. The presentation also details the expansion underway at LDI mine, including sinking a new shaft to increase production capacity and lower costs. Once mining rates reach 5,500 tpd in 2015, annual production is projected to exceed 250,000 ounces of palladium with cash costs of around $200 per ounce.
Similar to Aberdeen International Corp Pres July 15 (20)
Aberdeen International Inc. is a mining investment company focused on lithium and platinum group metals. It has two principal investments: 1) A 50% joint venture in the Sal de los Angeles lithium brine project in Argentina which has a historic resource estimate and favorable preliminary economics. 2) A 47.5% ownership in African Thunder Platinum, a South African PGM producer with two projects. Aberdeen aims to unlock value from these investments and pursue growth through additional deals and corporate development.
Aberdeen International Inc. is a mining investment company focused on lithium and platinum group metals projects. It has interests in two key projects - the Sal de los Angeles lithium brine project in Argentina through a joint venture with Lithium X Energy, and the Smokey Hills platinum group metals mine in South Africa through its ownership in African Thunder Platinum. Aberdeen's strategy is to unlock value in its private investments and deliver growth through corporate development activities such as going public.
Aberdeen International Inc. provides shareholders access to investments in two exclusive mining projects - African Thunder Platinum, a platinum group metals producer in South Africa, and the Sal de los Angeles lithium project, a lithium brine development project in South America. Aberdeen has also been selected by Landmark Partners to advise on and manage their investment portfolio, which will provide Aberdeen with advisory fees and potential additional payments. Aberdeen has a track record of creating value from mining investments and aims to unlock value from its principal investments and pursue further growth opportunities.
Aberdeen International has two principal investments: African Thunder Platinum, a PGM producer in South Africa, and a 50% interest in the Sal de los Angeles lithium project in Argentina through a JV with Lithium X. Aberdeen also provides portfolio management and advisory services and has a track record of successfully exiting investments. The document discusses the projects, the lithium and PGM markets, and Aberdeen's management team and corporate structure.
Aberdeen International Inc. provides shareholders access to investments in two exclusive mining projects: African Thunder Platinum, a producing platinum group metals mine in South Africa, and Diablillos Lithium, a lithium brine development project in Argentina. Aberdeen also provides portfolio management and advisory services to Landmark Partners. The presentation discusses the outlook and demand drivers for platinum group metals and lithium, provides details on the two principal investments, and outlines Aberdeen's strategy and recent transactions.
Aberdeen International Inc. provides shareholders access to investments in two exclusive mining projects: African Thunder Platinum, a producing platinum group metals mine in South Africa, and Diablillos Lithium, a lithium brine development project in Argentina. Aberdeen also provides portfolio management and advisory services to Landmark Partners. The presentation discusses the outlook and demand drivers for platinum group metals and lithium, provides details on the two principal investments, and outlines Aberdeen's strategy and recent transactions.
This document provides an overview of a global resource investment company and merchant bank. It summarizes the company's value proposition as an active investor in private resource companies, with a goal of achieving triple digit returns. It highlights some of the company's current core private holdings and investments across commodities like gold, coal, and metals. The document also outlines the company's management team and board of directors, as well as contact details for inquiries.
This document provides an overview of a global resource investment company and merchant bank. It details the company's value proposition as an active investor in private resource companies, with a goal of generating triple digit returns. The company has a proven track record of successes through its affiliation with Forbes & Manhattan. Key aspects of the company include its diverse investment portfolio concentrated in gold and energy/metals assets, as well as producing gold royalty interests. The company aims to continue unlocking value from its private holdings and address its stock's valuation discount through business growth and corporate activities.
This document provides an overview of Aberdeen International Inc., a global resource investment company focused on building value in private micro- and small-cap resource companies. It highlights the company's diverse investment portfolio concentrated in gold and other commodities, as well as its experienced management team and board of directors. The summary also notes that several portfolio companies are expected to deliver catalysts in the near future through financing, drilling programs, and public listings.
This document provides an overview of a global resource investment company and merchant bank. It discusses the company's portfolio holdings, investment approach, management team, and future outlook. The company has a diverse portfolio of private and public resource investments, with a focus on building value through active management. It expects positive catalysts over the next quarters from its holdings and aims to address its stock's valuation discount through business growth and corporate activities.
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Aberdeen International Corp Pres July 15
1. A Global Resource Investment Company and
Merchant Bank
Own a Piece of Our Experience
TSX:AAB OTCPS:AABVF
July 2011 A Forbes & Manhattan Group Company
2. 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.
TSX:AAB 2
3. Aberdeen’s Shareholders Own:
1. Investment Portfolio ~ $117.8 M
Market Value (April 30, 2011) ~ C$1.37* /share
*Excludes value of two gold royalties
TSX:AAB 3
4. Dividend of $0.02/year to be paid
2. Dividend – newly initiated semi-annually on March 31st and
September 30th
3. Gold Royalties paid quarterly >$500K
• Taking companies public to
4. Private & Performance Driven
Upside
improve portfolio liquidity/value
• Bonus shares that will vest at No
Cost upon performance
milestones
5. Ongoing high quality deal flow Supporting next generation
of investments
TSX:AAB 4
5. 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 over 2-5 years
Leverages Forbes & Manhattan’s infrastructure
and deal flow
Broad investment mandate in resource sector
First Class Performance (2 Yr =258%)*
Significant exposure to gold in current portfolio
Exciting investments in other resource sectors
*Jan. 31, 2011 results
TSX:AAB 5
8. Forbes &
Aberdeen’s
Manhattan’s Success
Capital
Expertise
• Seed Level Financings • International Network • Enhanced Returns
• Maintain Active Role • Geologists/Engineers • Proven Track Record
• Public & Private • Legal/Admin/IR • Successfully growing
Companies • Accounting the Portfolio Value
Actively building companies and creating value
TSX:AAB 8
9. Active Investment Targets
Private
Micro-cap
Seed financings
Active role in management & BOD
+ 100%
From initial
Support financially in early stages
investment
Merchant Banking
Short-term investments
Bridge financing
+ 10% pa
+ Warrants
Fee income
Royalty Revenue
Provides upside to higher gold prices
$2.0 M -
Backed by 8 Moz reserves and $2.5 M
25 Moz resources
pa
TSX:AAB 9
10. Our Active Strategy Lowers The Risk
1. We invest at “seed” level when valuation is at its lowest
• Often we are involved structuring the deal for ourselves
• Keep large warrant positions and/or debt for upside and
protection
2. We maintain active role as a company partner
• Assist management in early stages
• Leverage F&M network to recruit key operational people
• Retain board seat(s)
3. We offer diversification
• Diversified over number of investments (commodity exposure,
stage of development, etc.)
• Maintain financial flexibility for new opportunities while giving
shareholders good upside exposure to our successes.
TSX:AAB 10
11. Aberdeen’s recent success:
$2.25
$1.87
$1.10
$0.57
Avg Cost $0.48
$0.26 Avg Cost
$0.34
$0.05 $0.14 Avg Cost
Desert Sun Mining (Gold) Consolidated Thompson (Iron Ore)
Forbes &
Manhattan 3,750% return in 4 years 4,500% return in 3 years
success: $735M sale price to Yamana Gold Production commenced Q1 2010
TSX:AAB 11
12. Asset Class
By Commodity
Public
Equities
Energy
Warrants Gold & Precious
Metals
Cash
*March 31, 2011
TSX:AAB 12
13. Black Iron Inc.
(BKI-TSX)
Excellent infrastructure access to power, rail and port facilities
Close to 5 other operating mines including Arcelor Mittal’s iron ore complex
814 MT of measured, indicated inferred resources at 31-32% iron
Similar size and grade to Consolidated Thompson (Canada), recently sold
for $4.9 billion
TSX:AAB 13
14. Temujin Mining
World class licenses covering 3 of the most
exciting advanced projects on Oyu Tolgoi
copper-gold belt in Mongolia
80 km strike length of strong copper and gold
anomalies on 5 licenses
New work program starting on East Bronze Fox
target (one of Ivanhoe’s former top exploration
projects)
Good results from initial program in 2010
TSX:AAB 14
15. Aberdeen’s recent success:
$10.0M
$6.1M $5.4M
$2.6M $2.6M
$0.2M $0.91M $0.9M
Cost Current Cost Current Cost Current Cost Current
base Price base Price base Price base Price
$1.55 $3.57 $0.94 $3.57 $0.10 $0.60 $0.10 $0.60
Current Performance Current Performance
Shares Shares
Vested Vested
TSX:AAB 15
16. Aberdeen compares favorably with the “better-known” resource investment
companies
Sprott Resource Pinetree Capital
Corp.
1.3x Shareholders’ Equity
(Dec 31, 2010) 0.5x SE (est.) 0.7x SE (Mar 31, 2011)
5-10 positions 20-30 positions 400+ positions
• Large size, well financed, • Small market cap • Large size, liquidity
brand name mgmt • Combination of liquid • Holds many passive
• 40% in cash and gold public, private holdings, minority positions,
• Equity accounting gold royalties marked-to-market
(private holdings) means • ACTIVELY participates quarterly (good visibility)
revaluation events are with management to • Shareholders’ equity
rare optimize value and tracks TSXV index
• Heavily weighted to protect interests • Little to no impact for
agriculture and energy • Big investment wins individual positions
• Expensive management have a material impact
fees to shareholders
TSX:AAB 16
17. Bull Market
• Opportunistic for portfolio
growth
• Investments in private Bear Market
companies
• Unlock value by taking • Opportunistic from investment
investments public and perspective
corporate sales/mergers • Investments in distressed
assets and public companies
• Assist in restructuring to unlock
value
TSX:AAB 17
18. Aberdeen has a UNIQUE and SUSTAINABLE business model that needs to be
better recognized
PRIORITY #1 PRIORITY #2 PRIORITY #3
• Tell our story • Increase assets • Manage capital
through enhanced under structure
marketing efforts management • Execute regular
• Continue to post • Increase liquidity share buybacks
exceptional results and reduce market • Increase dividend
• Cannot replicate risk • Pursue other
our business with • Organic portfolio corporate growth
public holdings, growth opportunities
therefore large • 2012 warrants
valuation gap is not ($37.5 mm)
warranted • Sell royalties
TSX:AAB 18
19. PORTFOLIO GROWTH
New investments in iron ore, coal, agri-minerals and energy set to continue
the momentum in 2011
2 or 3 private investments to list in next 12 months – more value and
liquidity
Forbes Coal and Aguia performance shares expected to vest shortly
Unique access to seed financings on great resource assets
CORPORATE GROWTH
Reducing discount to shareholder’s equity
Increasing AUM should increase liquidity and reduce discount
TSX:AAB 19
20. Contact Details
David Stein Mike McAllister
President & COO Manager, Investor Relations
416-861-5812 416-309-2134
dstein@aberdeeninternational.ca mmcallister@aberdeeninternational.ca
Follow us on Twitter: AberdeenAAB A Forbes & Manhattan Group Company
22. Share Structure Major Shareholders
TSX:AAB
Management &
Shares Issued & Outstanding
Warrants
86.2M
37.5M Directors 17%
(Exercise price $1.00, Expiry Date June 6, 2012)
Options 7.3M
Fully Diluted 131.1M US Global Investors
Freestone Capital
Share Price (July 15, 2011)
Market Capitalization
$0.89
$76.72M
TD Asset Mgmt
Luxor Asset Mgmt
13%
52 week High/Low $1.02/$0.33 Sprott Asset Mgmt
Dimensional Fund
Shareholders’ Equity (Q1) = $1.51/share
TSX:AAB 22
23. Strong m anagem ent w ith a DEP TH of ex perience in the resource sector and a P ROVEN track
record at building com panies from the seed level through to highly successful ex its
Management Team Board of Directors
George Faught, C.A. Stan Bharti, P.Eng.
Chief Executive Officer Executive Chairman
David Stein, CFA, MSc. George Faught, C.A.
President & Chief Operating Officer Director
Ryan Ptolomy David Stein, CFA, MSc.
Chief Financial Officer Director
Richard Bishop Hon. Pierre S. Pettigrew
Vice President of Investments Director
Bernard Wilson, C.A.
Director
Mike Hoffman, P.Eng.
Director
Jean-Guy Lambert, MBA
TSX:AAB Director 23
24. Our Active Strategy Lowers The Risk
Castillian – legacy position,
Aberdeen led restructuring and
refinancing with conv. deb ($0.06
share + ½ wt $0.10). Unrealized
gain of 267%
Sulliden – owned for 2+ yrs, added
selectively to position
Alexis
– did not own it
– Bought small position
TSX:AAB 24
25. Investment Portfolio Top 5 holdings
1. Sulliden Gold
Value at (April 30, 2011): 2. Black Iron Inc.
3. Belo Sun Mining
20
other investments
4. Allana Potash Agriculture
C$ 117.8M 5. Forbes & Manhattan Coal Oil & Gas
Mining
Top 5 holdings = 53% of Portfolio
Gold Royalties
8 Moz reserves Cash
1% gold NSR 25 Moz resources Always evaluating new
investments. Typical
Buffelsfontein Mine entry point:
US$2.2M
(Simmers & Jack)
Mine Waste Solutions Current net over next
C$ 1-5M
(First Uranium) 12 months
TSX:AAB 25