Zimtu Capital June 2014 Presentation

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TSXv:ZC / FSE:ZCT1 / www.zimtu.com Creating and Growing Resource Companies June 2014 / www.zimtu.com

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Zimtu Capital June 2014 Presentation

Transcript of Zimtu Capital June 2014 Presentation

Page 1: Zimtu Capital June 2014 Presentation

TSXv:ZC / FSE:ZCT1 / www.zimtu.com

Creating and Growing Resource Companies

June 2014 / www.zimtu.com

Page 2: Zimtu Capital June 2014 Presentation

TSXv:ZC / FSE:ZCT1 / www.zimtu.com

DISCLAIMER

Disclaimers and Cautionary Statements. The information contained in this presentation is provided by Zimtu Capital Corp. (“Zimtu”) for informational purposesonly and does not constitute an offer to issue or arrange to issue, or the solicitation of an offer to issue, securities of Zimtu or other financial products. The

information contained herein is not investment or financial product advice and is not intended to be used as the basis for making an investment decision.

The views, opinions and advice provided in this presentation reflect those of the individual presenters, and are provided for information purposes only. The

presentation has been prepared without taking into account the investment objectives, financial situation or particular needs of any particular person. No

representation or warranty, express or implied, is made as to the fairness, accuracy, completeness or correctness of the information, opinions and conclusions

contained in this presentation. To the maximum extent permitted by law, none of Zimtu nor its directors, officers, employees or agents, nor any other person

accepts any liability, including, without limitation, any liability arising out of fault or negligence, for any loss arising from the use of the information contained

in this presentation.

Except for statements of historical fact, this presentation contains certain “forward-looking information” within the meaning of applicable securities laws.

Forward-looking information is frequently characterized by words such as “plan”, “expect”, “project”, “intend”, “believe”, “anticipate”, “estimate” and other

similar words, or statements that certain events or conditions “may” or “will” occur. Forward-looking statements are based on the opinions and estimates of

management at the date the statements are made, and are subject to a variety of risks and uncertainties and other factors that could cause actual events or

results to differ materially from those anticipated in the forward-looking statements, including, among others, Zimtu’s future growth and development, the

ability to create value through mineral property transactions, the proposed plans of any of Zimtu’s equity holdings, as well as those risk factors identified

in Zimtu’s Filing Statement dated July 25, 2008 and other disclosure documents available at www.sedar.com under Zimtu’s name. Zimtu undertakes no

obligation to update forward-looking information if circumstances or management’s estimates or opinions should change except as required by law. The reader

is cautioned not to place undue reliance on forward-looking statements.

This presentation includes information provided to Zimtu Capital Corp. by each of the respective equity holdings (the “Third Party Information”). Zimtu believes

that all of these sources are reliable, but Zimtu has not independently verified any of this information and cannot guarantee its accuracy or completeness.

Readers are cautioned not to place undue reliance on the Third Party Information and are directed to review the respective SEDAR filings of each company at

www.sedar.com.

This presentation does not constitute an offer of shares for sale in the United States or to any person that is, or is acting for the account or benefit of, any

U.S. person (as defined in Regulation S under the United States Securities Act of 1933, as amended (the “Securities Act”) (“U.S. Person”), or in any other

jurisdiction in which such an offer would be illegal. Zimtu’s shares have not been and will not be registered under the Securities Act.

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Page 3: Zimtu Capital June 2014 Presentation

TSXv:ZC / FSE:ZCT1 / www.zimtu.com

INTRODUCTION

Zimtu business model:

• Build and actively invest in new resource issuers.• Locate and acquire mineral properties of merit and connect them with

exploration companies.

Zimtu Capital Corp. is a TSX Venture listed

investment company focused on private,

micro, and small-cap resource companies.

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Page 4: Zimtu Capital June 2014 Presentation

TSXv:ZC / FSE:ZCT1 / www.zimtu.com

David HodgePresident & Director

Veteran resource executive

with over 20 years experience.

President of Commerce

Resources Corp. since 2001.

Director of Western Potash

Corp., Lakeland Resources,

Pasinex Resources, and

Equitas Resources

Sven OlssonDirector

Ten years experience in the

resource investment and

finance industry.

Director of Media and

Corporate Communications

for AXINO AG (2001-2009).

Extensive financial contacts

in Europe.

Patrick PowerDirector

Venture capitalist with over

15 years of experience.

Director of Western Potash

Corp. and Amarillo Gold Corp.

Raised over $100 Million in

the past 10 years.

Ryan FletcherDirector,Corporate Development

Active member of team;

sourcing and identifying

projects, structuring

companies and investments,

and business development.

B.A. in Economics from the

University of British

Columbia.

President/CEO of Montan

Capital Corp.

Sean CharlandDirector

Seasoned communications

professional.

Extensive contacts in the

financial community.

Director of Arctic Star

Exploration Corp.

MANAGEMENT DIRECTORS

A strong, experienced and energetic management team – with a successful track record infinance, business management, communications, and exploration.

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Page 5: Zimtu Capital June 2014 Presentation

TSXv:ZC / FSE:ZCT1 / www.zimtu.com

CAPITAL STRUCTURE

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Fully Diluted:Recent Price:

52 Week Range:

Market Capitalization:

12,680,387

$0.58$0.27 - $0.67

$6.2 M

As of May 23th ,2014

Symbols:Shares Outstanding:Warrants:

Options:

TSXv:ZC / FSE:ZCT111,265,4870

1,414,900 (Avg. $1.06)

Page 6: Zimtu Capital June 2014 Presentation

TSXv:ZC / FSE:ZCT1 / www.zimtu.com

OPPORTUNITYCOMPANYBUILDING

Private to Public

VALUE CREATION

PROJECTGENERATION

Zimtu locates and acquires

mineral properties of

Merit and connects them

With public resource

companies

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Page 7: Zimtu Capital June 2014 Presentation

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SH

AR

EP

RIC

E

IPO

IDEA

DISCOVERY

SPECULATION

DEVELOPMENT

INVESTMENT ANALYSIS

PRODUCTION

RE-VALUATION

LIFE CYCLE OF TYPICAL EXPLORATION STOCK

VALUE

TIME

COMPANY BUILDING

Zimtu activelybuilds new resourcecompanies.

For investee companies Zimtu provides:• Early-stage risk capital• Business experience and guidance• Active participation in management,

financing, and marketing

For our investors, the diversity of Zimtuprovides:• Access to a portion of the market not

normally available to them (pre-IPO and seed-level Financings)

COMPANYBUILDING

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SH

AR

EP

RIC

E

• Provided seed capital• Board representation• Support with capital raising and marketing

Highlights

• Discovery of milestone deposit in 2010• Positive Feasibility Study delivered in 2012• Milestone project received Environmental

Assessment approval in March 2013• Closed strategic financing with a subsidiary

of CNOOC in June 2013

Zimtu Total Exposure: 2,508,333 Shares

2,708,333 Warrants @ $0.52

Example:

IPO

IDEA

DISCOVERYSPECULATION

DEVELOPMENT PRODUCTION

COMPANY BUILDINGWESTERN POTASH CORP.

INVESTMENT ANALYSIS

VALUE

RE-VALUATION

TIME

LIFE CYCLE OF TYPICAL EXPLORATION STOCK

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Page 9: Zimtu Capital June 2014 Presentation

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COMPANY BUILDINGLAKELAND RESOURCES INC.

Highlights

• Newly formed pure-play uranium explorationcompany focused on the Athabasca Basin

• 15 Projects totaling over 200,000 hectares• Shallow targets identified with favorable

alteration and geochemistry• Positive RadonEx results at Gibbons

Creek target announced • Strong management group and technical

team with a successful record within theuranium industry

Zimtu Share Position: 5,057,000 Shares

1,000,000 Warrants @ $0.15 – Expiry: Aug. 30, 2014

285,000 Warrants @ $0.30 – Expiry: Mar. 17, 2015

1,500,000 Warrants @ $0.30 – Expiry: Mar. 20, 2015

Example:

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Page 10: Zimtu Capital June 2014 Presentation

TSXv:ZC / FSE:ZCT1 / www.zimtu.com

PROJECTGENERATION Project Generation

Typical Project Generation Deal1) Identify opportunity2) Acquire asset (either 100% or 50/50 with partner)3) Complete transaction for cash/equity/royalty

Benefit to Shareholders1) Increases individual exposure to more equity and opportunities2) Gives shareholders upside from a growing portfolio of mineral

exploration companies

Property TransactionsFEB 05, 2014 - Property Transaction with Rainmaker Resources Corp.MAR 11, 2014- Property Transaction with Canadian Metals

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Page 11: Zimtu Capital June 2014 Presentation

TSXv:ZC / FSE:ZCT1 / www.zimtu.com

CORE ASSETSTOP HOLDINGS AS OF MARCH 13, 2013

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Company Name Symbol Shares Commodity

Western Potash TSX:WPX 2,508,333 Potash

Commerce Resources TSXv:CCE 4,056,178 Rare Metals/Rare Earth

Pasinex Resources CNSX:PSE 8,511,873 Base/Precious Metals

Pacific Potash TSXv:PP 1,700,000 Potash

Kapuskasing Gold TSXv:KAP 2,490,000 Gold

Prima Fluorspar TSXv:PF 8,057,500 Fluorspar

Equitas Resources TSXv:EQT 8,403,000 Copper/Gold

Arctic Star Exploration TSXv:ADD 2,405,283 Gold/Diamonds

Lakeland Resources TSXv:LK 5,057,000 Uranium

Big North Graphite TSXv:NRT 1,825,000 Graphite

Red Star Ventures TSXv:RSM 2,650,000 Oil/Gas

Zimtu Total Exposure: Public Companies = 42 / Private Companies = 17

Symbol CompanyShare

Exposure

Shares

Outstanding

% of

Zimtu

Portfolio

CCECommerce

Resources4,056,178 166,983,642 13.86%

PSE Pasinex Resources 8,511,873 67,846,438 13.51%

WPX Western Potash 2,508,333 226,336,059 12.55%

PF Prima Fluorspar 8,057,500 35,123,500 9.83%

LKLakeland

Resources5,057,000 37,749,890 7.41%

KAP Kapuskasing Gold 2,490,000 17,556,922 4.25%

Top Holdings: % Value of Zimtu Portfolio

Symbol CompanyShare

Exposure

Shares

Outstanding

Zimtu %

Owned

RSM Red Star Capital 2,650,000 9,960,000 26.6%

FF Prima Fluorspar 8,057,500 35,123,500 22.9%

MO Montan Capital 1,534,500 8,000,000 19.2%

EQT Equitas Resources 8,403,000 51,037,415 16.5%

LKLakeland

Resources5,057,000 37,749,890 13.4%

PSE Pasinex Resouces 8,511,873 67,846,438 12.5%

Top Holdings: % Owned

Page 12: Zimtu Capital June 2014 Presentation

TSXv:ZC / FSE:ZCT1 / www.zimtu.com

OPPORTUNITY

CLOSING SUMMARY

Why Zimtu?

Success with constantproject generation andcompany building

Diversification of

people, commodities,and geography

Upside from growingportfolio of earlystage opportunities

PROJECT

PEOPLE CAPITAL

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Page 13: Zimtu Capital June 2014 Presentation

TSXv:ZC / FSE:ZCT1 / www.zimtu.com

CONTACT

1450 – 789 W Pender St., Vancouver, BC V6C 1H2 / Toll-Free 1.877.377.6222 / Ph: 604.681.1568 / [email protected]

David HodgePresident & Director

Ph: 604.681.1568 Ext. 223

[email protected]

Vancouver, Canada

Sven OlssonDirector

Ph: +49 7161 290 967

[email protected]

Stuttgart, Germany

Sean CharlandDirector

Ph: 647.926.7326

[email protected]

Toronto, Canada

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