Reto Bodmer, Co-founder and COO, Bodmer Capital, Switzerland

5. WHO ARE WE?
• Swiss company
• Hybrid model between private equity
an operational company with the
guidelines of private company

6. • A mining company
• An exploration company
WHAT ARE WE NOT?

8. • A Balanced Portfolio
• Buying undervalued assets
• Only our own projects
• Maximizing returns for our shareholders
BUSINESS MODEL

9. • BorderingChinaand Russia,
Mongolia
is rich in mineral resources.
• Mongoliaalso has a well-educated
workforce with a literacyrate of 97.8%
• One of the fastest growingeconomies
in
the world (11.7% annualGDP)
•
Predominantreligion is Buddhism.
WHY MONGOLIA?

10. Elements in Mongolia
Periodic Table
* Lanthanide series
** Actinide series
• 82 of the total 118 elements of the Periodic Table i.e. 73%
of all elements are found in Mongolia in commercially viable volumes.
• 25 or 62.5% of the 40 heavy elements are found in Mongolia.
Elements:
Discovered and studied
Not discovered

11. Ten Largest Proven Mineral Deposits in Mongolia
These 10 reserves alone contain deposits valued at > 270 times current GDP
Per Capita Mineral Resource Value of USD 1.0 Mln

12. • Is Mongolia the next UAE?
• Similarities are very close
• Very sparsely populated
• Large naturalresources
Real GDP Growth Rates

13. • Mongolia is the least populated
country in the world, with a
population density of one person
per square-mile. Roughly five times
the size of Germany.
• Size of Western Europe with
the population of Berlin

15. WHY?
• Tremendous human capital
• Finance, Politics and Industry
• Active in Mongolia for 15 years
• Disciplined investment process
• Use of latest technology

16. THE BUSINESS CASE
Letters of Intent: Through its Mongolian subsidiary, Gerlux Mining
LLC, BCG owns 22 Letters of Intent in waiting, which represent
mining opportunities.
Value of mining opportunities: These Letters of Intent represent
potential mining opportunities valued at approximately CHF 450
million. Valuations were done by Russian geologists, known for their
conservative approach.
WHY BCG?

17. WHY BCG?
USE OF RAISED FUNDS
•Acquisition of additional mining licenses
• Increasing share holdings with larger percentage
share of existing holdings
• Doing additionalcertificationsin JORC, Prefeasibility, Etc.
• Value lift

18. • Human capital:BCG’s owners and management havebeen deeply
entrenchedin Mongolian societyfor the past 15 years.Knowledgeis
spread from industrialareas, to politics to the financialsector.
• Personalinvolvement:BCG’s owners and management areinvolved
financially and personally
• Experience:BCG’s key personnelhavea proven track record in realizing
extraordinaryprojects, and seeing them throughfrom fundraisingto exit
• Stateof theArt Technology
WHY BCG?

19. BCGs portfolio of mines are comprised of many different elements. Diversifying the mines
allows us to cater to many different sectors throughout the world.This way in case an
element loses strong demand and results in the reduced value (e.g. oil price), Bodmer Capital
still has other valuable elements in its portfolio to minimize any potential economic problems.
DIVERTED PORTFOLIO MINERALS

20. LEGAL
• Verification of ownership
• Verification of exploitation rights
• Authentication of surveys
• Signing LOI’s

21. FINANCIAL
• Setup of escrow
• Escrow is only released upon
completion of due diligence
• ROI
• Cost of opportunity

22. GEOLOGICAL
• Stress test of provided survey
• Secondary opinion
• Redundancy
• Additional opportunity

24. GRYPHON™ Capabilities
GRYPHON™ is vastly more sophisticated than the standard technology used in geophysical mapping and
surveying. This platform can quickly pinpoint the location of many minerals, including, gold, uranium,
phosphate, diamonds, iron oxide, copper, nickel and hydrocarbons.
AERIAL SURVEY TECHNOLOGY

25. • No ground access issues
• Can map undersurfacecover
• Can be conducted almost anytime
• Large areas can be mapped 90% quicker
• Areas of interest can be mapped completely,
without any gaps in coverage
AERIAL SURVEY TECHNOLOGY

26. Surface geology is mapped with:
• Broadband &Deep Penetrating TimeDomain
Electromagnetic Methods(TDEM)
• Gamma Ray Spectrometry
• SatelliteImagery
• LiDAR
Sub-surface geology is mappedwith:
• Broadband &Deep Penetrating TDEM
• High Resolution Magnetics
Deepgeology is mapped with:
• High Resolution Magnetics
• FALCON® Gravity Gradiometry
AERIAL SURVEY TECHNOLOGY

27. Benefits:
•Fast surveys
•Target only desirable deposits
•Discover best path for mining
•Full knowledge of deposit size,
depth, and volume
•Ignore ground cover
•Safer mining
•Less environmental damage
•More efficient drilling
•Reduced survey cost
•Reduced survey time
AERIAL SURVEY TECHNOLOGY

29. Bodmer Capital Group AG was created with three possible exit strategies.
EXIT STRATEGIES

30. IPO
• Public Offering (IPO) gives the
potential of a high-reward investment.
• There are hundreds of natural resource
Exchange Traded Funds (ETF) on the
market. These ETF’s can be for individual
elements or a mixture of all natural
resources; many with assets over 1 billon.
EXIT STRATEGIES

31. ASSET SALES
• Assetsales can provide ROIthe quickest.
After acquiringthe rights to mine land
leases,these rights can even be sold
upon completion ofour aerial survey.
• The marketcapitalizationof the largest
mining company is over 200 billion,while
the one hundredth largestmining
company stillhas over a 4 billion market
capitalization.
EXIT STRATEGIES

32. JOINT VENTURE
The option of a JointVenture can be very
lucrative,butthis option isthe longest
process to make a ROI.
Several components mustbe presentin order
to make ita validoption.
• The land lease mustbe near modern
infrastructure (eg.roads,water, rail)in order
to transportextracted naturalresources.
• The type of naturalresourcemustalso be
easy to extractlike copperore or coal.
EXIT STRATEGIES

34. Mining License No. 2 – Phosphate
Phosphates can be used to producethe
world’s mosteffectiveplantfertilizers,and
the production processwill also produce,
as saleable byproducts,hydrofluoric acid,
phosphoric acid,DAP (diammonium
phosphate)—whichcan be used as a
fertilizer,a fire retardant,a yeastnutrient-
and other phosphate products.
PHOSPHATES

35. PHOSPHATES
• A vital plant nutrient and its main use
is in the production of fertilizers.
• Used in the Processing of Various Ceramics.
• Phosphoric acid-based chemical polishes
used primarily to chemically polish
(brighten) aluminum and aluminum alloys.
• Flame-retardants for textiles, plastics,
coatings, paper, sealants and mastics.
• Treatment of portable (drinking) water.
• Cleaning solutions with phosphates help
clean mildew and stubborn stains.
Solid fertilizers – DAP and MAP – are the most
common phosphate products used by
farmers.

37. GROWING DEMAND
• World population of 8 billion
• 80 million more people on
earth every year
• Only 60% of the worlds
farmland is still usable
• We need to Increase the yield
output in each acre to keep up

38. WHY PHOSPHATES
• We believe Phosphatesaregreat
investments
• Repeat sales with customers
• Food security equals nationalsecurity
• Several sovereign funds arepurchasing
agriculturallands
• Fertilizer madefrom phosphates
will be needed to increaseoutput

39. • Leverageits connectionsin Mongolia
to acquiremining licensesfor deposits.
• Use state-of-the-art technology to determine
the sizeand valueof the underlying resources.
• Monetizethoselicenses through sale,
public offering, or joint venture.
SUMMARY

41. ONE MORE THING
We increased our assets from 450 mm
to 5 billion in 18 months, based on
our pre-feasibility study's on reports
from SRK the gold standard in the
mining industry

42. THANK YOU
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