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Lion Selection Group Ltd – a mining investment company

Lion Selection Group Ltd – a mining investment company. Presentation by Howard Walker - March 2003. Lion Robin Widdup Chris Melloy Howard Walker Kevin Robinson. AFL Mike Brook. The Team. The Team (previous J B Were Mining team). The Board

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Lion Selection Group Ltd – a mining investment company

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  1. Lion Selection Group Ltd – a mining investment company Presentation by Howard Walker - March 2003

  2. Lion Robin Widdup Chris Melloy Howard Walker Kevin Robinson AFL Mike Brook The Team • The Team (previous J B Were Mining team) • The Board • Robin Widdup, Ewen Tyler, John O’Reilly & Graham Freestone

  3. Lion Selection Group Limited 1997 Plan • Raised A$100 million • 12 to 15 Investments • $5m to $10m each • 50/50 • Australian / Overseas • Gold / Metals • Make Shareholders money 2 ways • Growth projects • Resource cycle

  4. Growth

  5. Growth

  6. Selection Process • Filter • Analyse (Visit) • In-depth review (due diligence) • Recommend “Only work with people we know, like and trust.”

  7. Lion Selection Group Limited • ASX Code : LSG • Share Price : 135¢ • Shares Invested : 100.1 m • Market Cap : $135 m • 2002 • Net Profit : $9.5 m • Dividend (Feb 03) : 3 cps • NTA : 125 cps

  8. Australia Golden Gift Empress Cracow Westonia Africa Tanzania North Mara Buckreef Kitongo Nyakafuru Botswana Mupane 12 New Gold Mines South East Asia Philippines • Tampakan • Rapu Rapu Java • Cibaliung Lion Equity Gold : 4.5mozs (including 2.1mozs IRN)

  9. Lion vs US$ Gold Price

  10. 3 Examples • East African Gold Mines • Gallery Gold • Lafayette Mining

  11. East African Gold Mines Ltd – 11%

  12. East African Gold Mines Limited • New 210,000oz pa gold mine

  13. East African Gold Mines Limited Gokona cross section 12830E

  14. East African Gold Mines Limited Nyabigena North chargeability feature showing location of drill traverse

  15. Summary • Right time in cycle for gold • Keys to investment • Growth & exploration • Seek new mines & discoveries • Lion offers multiple new mines • Portfolio approach for investors • Tax free profits and dividends

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