Download - Zimtu Capital Corp. Corporate Presentation (March 2014)

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

Creating and Growing Resource Companies

March 2014 / www.zimtu.com


DISCLAIMER

Disclaimers and Cautionary Statements. The information contained in this presentation is provided by Zimtu Capital Corp. (“Zimtu”) for informational purposes only 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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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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David Hodge President & 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 Olsson Director 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 Power Director 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 Fletcher Director, 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 Charland Director 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 in finance, business management, communications, and exploration.

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CAPITAL STRUCTURE

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Fully Diluted: Recent Price: 52 Week Range: Market Capitalization:

12,680,387 $0.50 $0.28 - $0.58 $5.6M

As at February 25th, 2014

Symbols: Shares Outstanding: Warrants: Options:

TSXv:ZC / FSE:ZCT1 11,265,487 0 1,414,900 (Avg. $1.06)


OPPORTUNITY COMPANY BUILDING

Private to Public

VALUE CREATION

PROJECT GENERATION

Zimtu locates and acquires mineral properties of

Merit and connects them With public resource

companies

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SHA

RE

PR

ICE

IPO

IDEA

DISCOVERY SPECULATION

DEVELOPMENT INVESTMENT ANALYSIS

PRODUCTION RE-VALUATION

LIFE CYCLE OF TYPICAL EXPLORATION STOCK

VALUE

TIME

COMPANY BUILDING

Zimtu actively builds new resource companies. 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 Zimtu provides: •  Access to a portion of the market not

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

COMPANY BUILDING

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SHA

RE

PR

ICE

• 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: 2,708,333 Shares 2,708,333 Warrants @ $0.52

Example:

IPO

IDEA


DEVELOPMENT PRODUCTION

COMPANY BUILDING WESTERN POTASH CORP.

INVESTMENT ANALYSIS VALUE

RE-VALUATION TIME


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0% Iron Ore Copper

-2%

EIGHT PROJECTS Western Athabasca -  Basin -  Davidson River -  Jackfish Creek -  Maurice Creek -  Maybelle River North -  Rene Lake -  Richardson River Central Athabasca Basin -  Abraham Bay -  Kelic Lake Eastern Athabasca Basin -  Thorburn Lake

Uranium

5% Thermal Coal

3% Gold

2% Nickel

Key Commodity Price Performace(3 Year Horizon) 33%

-21%

COMPANY BUILDING LAKELAND URANIUM CORP.

• Support with project generation, capital raising, and marketing.

Highlights •  Newly formed pure-play uranium exploration

company focused on the Athabasca Basin •  13 Projects totaling over 100,000 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 the uranium industry

Zimtu Share Position: 4,932,000 Shares

1,000,000 Warrants @ $0.15

Example:

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PROJECT GENERATION Project Generation

Typical Project Generation Deal 1) Identify opportunity 2) Acquire asset (either 100% or 50/50 with partner) 3) Complete transaction for cash/equity/royalty Benefit to Shareholders 1)  Increases individual exposure to more equity and opportunities 2)  Gives shareholders upside from a growing portfolio of mineral

exploration companies

Property Transactions FEB 27, 2013 - Property Transaction with Pistol Bay Mining Inc. FEB 05, 2014 - Property Transaction with Rainmaker Resources Corp.

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SHA

RE

PR

ICE

PROJECT GENERATION

COMPANY BUILDING

IPO

IDEA


DEVELOPMENT INVESTMENT ANALYSIS VALUE

PRODUCTION RE-VALUATION TIME


LATEST ZIMTU OPPORTUNITY PRIMA FLUORSPAR CORP.

Example:

• Board representation • Support with capital raising and marketing • Completed RTO with Zimtu created,

Camisha Resources in Q1 2013

Highlights • 100% owned, 22,000ha property close

to infrastructure • Historic resource of approx. 3.2 million

tonnes, averaging 32% fluorite (non 43-101 compliant)

• Located in a politically secure jurisdiction • Fluorspar demand is increasing and

supply is decreasing Zimtu Share Position: 7,520,000 Shares

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CORE ASSETS TOP HOLDINGS AS OF MARCH 13, 2013

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Company Name Symbol Shares Commodity

Western Potash TSX:WPX 2,708,333 Potash

Commerce Resources TSXv:CCE 3,756,178 Rare Metals/Rare Earth

Pasinex Resources CNSX:PSE 10,435,500 Base/Precious Metals

Pacific Potash TSXv:PP 1,950,000 Potash

Kibaran Nickel ASX:KNL 714,300 Graphite

Prima Fluorspar TSXv:PF 7,520,000 Fluorspar

Equitas Resources TSXv:EQT 8,394,000 Copper/Gold

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

Lakeland Resources TSXv:LK 4,647,000 Uranium

Big North Graphite TSXv:NRT 2,203,000 Graphite

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

39 Other Public Companies in Portfolio: 18,605,973 shares

Zimtu Total Exposure: Public Companies = 50 / Private Companies = 17

Symbol Company Share Exposure

Shares Outstanding

% of Zimtu Por<olio

WPX Western Potash 2,708,333 226,336,059 15.21%

LK Lakeland Resources 4,932,000 35,542,287 11.72%

PF Prima Fluorspar 7,520,000 35,123,500 8.12%

CCE Commerce Resources 3,756,178 166,983,642 8.11%

PSE Pasinex Resources 10,435,500 59,839,836 7.89%

EQT Equitas Resources 8,403,000 51,037,415 7.26%

Top Holdings: % Value of Zimtu Portfolio

Symbol Company Share Exposure

Shares Outstanding

Zimtu % Owned

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

FF Prima Fluorspar 7,520,000 35,123,500 21.4%

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

PSE Pasinex Resouces 10,435,500 59,839,836 17.4%

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

LK Lakeland Resources 4,932,000 35,542,287 13.9%

Top Holdings: % Owned


Western Potash Corp. Potash in Saskatchewan, Canada – Feasibility Stage •  Recent Price: $0.46 CAD/share •  ~ $ 85M CAD Market Capitalization •  Zimtu Exposure: 2,708,333M Shares +

2,708,333M Warrants at $0.52

Lakeland Resources Corp. Uranium in Saskatchewan, Canada – Pre-drilling •  Recent Price: $0.22 •  ~ $7M CAD Market Capitalization •  Zimtu Exposure: 4,932,000M Shares +

1,000,000M Warrants at $0.15 Commerce Resources Corp. REE in Quebec and Tantalum/Niobium in BC, Canada – Pre-Feasibility Stage •  Recent Price: $0.205 •  ~ $34M CAD Market Capitalization •  Zimtu Exposure: 3,756,178 Shares

Recent Increases to Zimtu Holdings

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Zimtu Capital has equity positions in companies that are in various stages of project development.

* as of February 24,2014


OPPORTUNITY

CLOSING SUMMARY

Why Zimtu?

Success with constant project generation and company building Diversification of people, commodities, and geography

Upside from growing portfolio of early stage opportunities

PROJECT

PEOPLE CAPITAL

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

David Hodge President & Director Ph: 604.681.1568 Ext. 223 [email protected] Vancouver, Canada

Sven Olsson Director Ph: +49 7161 290 967 [email protected] Stuttgart, Germany

Sean Charland Director Ph: 647.926.7326 [email protected] Toronto, Canada

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