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PREDICTIVE DISCOVERY LIMITED Investor Presentation 2015

Nov 10, 2015

65537_rns_2015-11-10_9aa5bed9-bacb-400d-9828-6f0f3392eb78.pdf

Investor Presentation

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PREDICTIVE DISCOVERY LIMITED Corporate Presentation

Disclaimer

This presentation contains only a brief overview of Predictive Discovery Ltd and its associated entities (“PDI or Predictive") and their respective activities. The contents of this presentation, including matters relating to the geology of the projects, may rely on various assumptions and subjective interpretations which it is not possible to detail in this presentation and which have not been subject to any independent verification.

This presentation contains a number of forward-looking statements. Known and unknown risks and uncertainties, and factors outside of Predictive’s control, may cause the actual results, performance and achievements of PDI to differ materially from those expressed or implied in this presentation.

To the maximum extent permitted by law, PDI does not warrant the accuracy, currency or completeness of the information in this presentation, nor the future performance of PDI, and will not be responsible for any loss or damage arising from the use of the information. The information contained in this presentation is not a substitute for detailed investigation or analysis of any particular issue. Current and potential investors and shareholders should seek independent advice before making any investment decision in regard to Predictive or its activities.

Competent Person Statement

The information in this report that relates to Exploration Results and the near-Bongou Exploration Target is based on information compiled by Mr Paul Roberts who is a Fellow of the Australian Institute of Geoscientists. Mr Paul Roberts is a full time employee of the company and has sufficient experience that is relevant to the style of mineralisation and type of deposit under consideration to qualify as a Competent Person as defined by the 2012 Edition of the ‘Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves’. Mr Roberts consents to the inclusion in the report of the matters based on his information in the form and context in which it appears.

The Mineral Resource estimation and classification of Mineral Resources for the Bongou deposit is based on, and fairly represents, information and supporting documentation compiled by Mr Richard Gaze. Mr Gaze is a full-time employee of Golder Associates Pty Ltd and a Member and Chartered Professional of the Australasian Institute of Mining and Metallurgy. Mr Gaze has sufficient experience that is relevant to the style of mineralisation and type of deposit under consideration and to the activity being undertaken to qualify as a Competent Person as defined in the Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves (2012 Edition). Mr Gaze consents to the inclusion of the estimates, classification and the supporting information in the form and context in which it appears.

PDI Corporate Presentation Nov 2015 Page 2

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Predictive Discovery Limited
POISED FOR SHARE PRICE GROWTH
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Strong recent Strong news investor flow over next interest 18 months Joint PDI very Venture undervalued, with strategy, excellent low burn prospects rate

5 properties in PDI very W Africa – undervalued, each with plus with excellent million ounce prospects gold potential French W. Africa € gold price, Supportive performing very mining strongly vs US$ jurisdictions gold price

PDI Corporate Presentation Nov 2015 Page 3

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Predictive Discovery Limited
HIGHLIGHTS
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Multiple opportunities for major gold discoveries:

  • Cote D’Ivoire:

    • Kokoumbo - 6km long soil anomaly, excellent trenching results , high grades in rock chips, 200 year mining history

    • Boundiali - new 5.6km long soil anomaly, peaking at 0.8g/t Au

    • Ferkessedougou new 3.2km long soil anomaly, peaking at 0.9g/t Au

    • Bobosso – major gold mineralised system, shallow potential (pending grant of Wendene permit)

  • Burkina Faso: Bongou area184,000oz[1] JORC-compliant resource, large potential nearby , 100km of prospective greenstone belt

  • Victoria: Cape Clear – Stawell-like geology, diamond drilling in progress

  • Joint Venture Strategy, minimising cash burn rate , maximising news flow

  • Issue ver well riced and will sustain PDI for 18 months y p

  • 50 m shares traded in 9 da s - increasin investor interest in PDI y g

1 Mineral Resource reported to ASX on 4th September 2014 PDI Corporate Presentation Nov 2015 Page 4

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ASX:PDI
- Corporate Summary
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Board Members

Mr. Phillip Jackson Non-Executive Chairman Extensive board experience, resources petroleum/minerals) corporate lawyer. Chairman of Aurora (largest shareholder) Mr. Paul Roberts Managing Director Discovery track record, global exploration experience Mr. Phil Henty Non-Executive Director Extensive corporate and stockbroking experience Mr Tim Markwell Non-Executive Director Fund manager, substantial mining industry and resource analyst experience

Capital Structure

Shares on Issue (ASX:PDI) 651 Million

Share Price A$0.005 Market Cap. (@0.005 ) A$ 3.3 million Cash Position (Sep 30, 15) A$ 0.3 million

Enterprise Value A$ 3.0 million

Debt Nil Top 20 Shareholders (%) 68%

Shareholders

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46% 44%
5% 5%
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Aurora

Lowell Boardmanagement Others

PDI Corporate Presentation Nov 2015 Page 5

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Strategy
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Strategy

 All substantial work by JV partners or by PDI using projectlevel funding

  • Minimize burn rate, maximize news flow

 Identify new projects, limited initial exploration, bring in JV partners and/or project level funding

  • Very low overheads

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Toro Gold and PDI
geologists visiting
Boundiali, October
2014
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PDI Corporate Presentation Nov 2015 Page 6

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PDI’S CONSISTENT FOCUS: WEST AFRICA
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Bongou
District
Ferkessedougou
Boundiali Bobosso
Kounahiri
Kokoumbo
Agbaou
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 Five projects, each with > 1 million ounce potential

  • Cote D’Ivoire and Burkina Faso:

  • In Francophone Africa – fixed exchange rate to the Euro

  • Strong democracies

  • Supportive mining policies and law

  • 50% of the

Birimian

greenstones

PDI Corporate Presentation Nov 2015 Page 7

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French West Africa operates on
€ Gold Price
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As in Australia, the € gold price has performed much better than the $US price in 2014-2015

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PDI Corporate Presentation Nov 2015 Page 8

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Cote D’Ivoire Permits
PDI’s interests are expanding
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 Toro Gold JV:

  • Toro Gold Limited – successful, private UK company, discovered Mako gold deposit in Senegal

  • USD1 million to earn 51% and additional USD2.5 million to reach 65% equity on 4 permits

  • Active program producing excellent results

  • Drilling expected in March Quarter 2016

  • Bobosso (XMI) Agreement:

  • Very large gold mineralised system - 7km[2] soil anomaly averaging 0.4g/t Au, past drilling includes 5m@21g/t Au, 32m @ 1.9g/t Au

  • PDI starts with 15% equity with small ($60,000 equity investment), and will then fund exploration and/or bring in partners

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  • After Wendene permit is granted (expected in 2-3

  • months)

PDI Corporate Presentation Nov 2015 Page 9

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Cote D’Ivoire Permits
Toro Gold JV – Kokoumbo permit
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  • PDI-Toro JV earning 90% equity

  • Toro Gold mapping and extensive sampling has revealed:

  • Recent channel sampling results include 44m at 3.8g/t Au and 26m at 2.9g/t Au[1]

  • 6km long soil gold anomaly, peaking at 3.4g/t Au[2 ]

  • High grade rock chip samples, up to 98g/t Au[2 ]

  • Drilling planned for March Quarter

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Colonial mine
water supply
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Artisanal workings
Kokoumbo Hill
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  • 50 years of colonial mining , 200 years of artisanal mining

  • 1 ASX release dated 10/11/15 2 ASX release dated 15/9/15

PDI Corporate Presentation Nov 2015 Page 10

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Cote D’Ivoire Permits
Toro Gold JV – Boundiali permit
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90g/t Au rock chip sample

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Walking through the
bush near 5.6km
long anomaly
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  • New discovery - 5.6km gold in soil anomaly, very wide spaced sampling (800 x 200m), peak value of 0.8g/t Au[1] . High grade (90g/t Au) isolated rock chip sample[2] on southern extension of same trend

  • Target discovered by PDI stream sediment sampling in 2014[3 ]

  • Infill soil results by Christmas, probably drilling in March Quarter 2016

1 ASX release dated 20/10/15 2 ASX release dated 10/11/15 3 ASX release dated 4/8/14

PDI Corporate Presentation Nov 2015 Page 11

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Cote D’Ivoire Permits
Toro Gold JV – Ferkessedougou & Kounahiri
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Alluvial gold in
panning dish
0.9g/t Au
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Ferkessedougou:

New 3.2 km long gold soil anomaly, peak value 0.9g/t Au[1]

 Substantial artisanal alluvial gold working south of new anomaly

  • Infill sampling in coming months

  • Kounahiri:

 Two areas with anomalous gold values in PDI stream sediment sampling

1 ASX release dated 10/11/15

PDI Corporate Presentation Nov 2015 Page 12

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Cote D’Ivoire
XMI Agreement - Bobosso Project [1 ]
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7 km[2] gold soil anomaly, averaging 0.4g/t Au , peaking at 40g/t Au

  • Substantial historical drilling program with numerous shallow gold intercepts e.g.

  • 5m @ 21g/t Au from 48m

  • 32m @ 1.9g/t Au from 12m

  • 7m @ 9.5g/t Au from 26m

  • Many strong gold anomalies not yet drilled

  • Agreement to fund and/or arrange project level funding with minimal initial investment of A$58,000 for 15% equity (pending permit grant)

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PDI Corporate Presentation Nov 2015 Page 13

1 ASX release dated 28/10/15

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Cote D’Ivoire
Bobosso Project – Multiple mineralisation styles [1 ]
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 Sample crosssection with clear continuity

 Note apparent near-surface enrichment

 In this area, drilling apparently in right direction

 200m drill line separation in either direction to nearest adjacent cross section

PDI Corporate Presentation Nov 2015 Page 14

1 ASX release dated 28/10/15

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Cote D’Ivoire
Bobosso Project – Multiple mineralisation styles [1 ]
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  • Near surface alluvial/eluvial gold mineralisation

  • Opportunity for early production

 Heap leach metallurgical testwork required

PDI Corporate Presentation Nov 2015 Page 15

1 ASX release dated 28/10/15

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Cote D’Ivoire
Bobosso Project – Multiple mineralisation styles [1 ]
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 Cross-section where continuity not clear

  • Possibly drilled in wrong direction (an opportunity for PDI)

  • Need relogging and surface mapping to understand mineralisation orientation

PDI Corporate Presentation Nov 2015 Page 16

1 ASX release dated 28/10/15

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Burkina Faso – focus around Bongou
Location
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PDI Corporate Presentation Nov 2015 Page 17

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Burkina Faso – focus around Bongou
Bongou – simple, wide, consistent, good metallurgy
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Lower limit of calculated resource
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  • Consistent disseminated gold grades (limiting dilution)

  • Good continuity and potential at depth

  • Standard 75 micron cyanide metallurgical test yielded 94% gold recovery

Resource diamond drilling, Bongou

Note: drill assay data reported in PDI’s ASX releases dated 2[nd] December 2013, 16[th] December 2013, 20[th] March 2014 and 1[st] April 2014.

PDI Corporate Presentation Nov 2015 Page 18

Bongou – Mineral Resource Estimate
Reported to ASX on 4th September 2014
Indicated
Resources
Inferred
Resources
Total Resources
Cut-
off
grade
Million
tonnes
Au
(g/t)Ounces
Million
tonnes
Au
(g/t)Ounces
Million
tonnes
Au
(g/t)
Ounces
0.4
1.21
2.54 99,000
1.33
2.13 91,000
2.55
2.32
190,000
0.8
1.14
2.67 98,000
1.09
2.48 86,000
2.22 2.58
184,000
2.0
0.64
3.64 75,000
0.49
3.90 61,000
1.13 3.75
136,000
3.0
0.34
4.68 52,000
0.28
4.95 45,000
0.62
4.80
96,000
PDI Corporate Presentation Nov 2015Page 19

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Burkina Faso – focus around Bongou
Exploration Target >90 targets near Bongou
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Exploration Target* calculation (excluding Bongou, within 10km of Bongou):

  • On: Dave Prospect, Target 92, Prospect 71, near Bongou targets.

  • 9.4-10.4Mt

  • 1.5-1.7g/t Au

  • 460,000 – 560,000oz Au

  • Potential for heap leach - sighter metallurgical testwork on Dave RC chips gave 89% Au recovery

The potential quantity (tonnage) and grade of the Exploration Target is conceptual in nature. There has been insufficient exploration to estimate Mineral Resources and it is uncertain if further exploration will result in the estimation of Mineral Resources.

  • Announced 3[rd] September 2015. Basis of calculation and other notes next slide.

Additional potential within 80km: Bira, Tambiri, Solna (see appendix)

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Land tenure notes: 5 permits covering 665 km[2 ] . PDI owns 100% of 620 km[2] , and is earning 100% on one peripheral 45 km[2] permit without RC or DD drilling. Permits for all key prospects are renewed to mid-2017.

PDI Corporate Presentation Nov 2015 Page 20

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Burkina Faso – Exploration Target Notes
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 : Data and parameters used in calculating this Exploration Target were as follows

  • Data:

  • Gold intercepts from 291 reverse circulation holes, 4 air core holes and 5 diamond drill holes were used in the calculation.

  • The holes were mostly drilled on lines spaced from 50m to 100m apart, with a spacing along the lines ranging from 10m to 50m.

  • Parameters:

  • 0.5 g/t gold cut-off grade;

  • Minimum downhole intercept width of 2m and a minimum grade times width intercept of 2g*m;

  • Minimum internal waste of 3m except for a few holes where it was clear that the holes had drilled almost down-dip and where the inclusion of larger down-hole intervals of internal waste made geological sense;

  • Maximum of 100m strike extent from drill holes (where the continuity of the mineralisation is supported by mapping and/or the location of artisanal workings and/or anomalous auger results);

  • Maximum of 70m vertical extent below surface;

  • Dry bulk density estimates as follows:

    • Laterite: 2.2

    • Saprolite: 1.8

    • Weathered rock between base of saprock and base of complete oxidation (BOCO): 2.3

    • Fresh mafic volcanics: 2.8

    • Fresh felsic to intermediate rocks including granite and granodiorite: 2.7

  • The calculation was carried out using a cross sectional method with volumes projected half way to the next hole (on the section) or half way to the next section to a maximum distance of 100m (along strike).

 Additional Potential

Most of the zones of gold mineralisation included in the Exploration Target are open at depth and along-strike. In addition, there are a series of other mineralised intercepts which have potential for resource discovery either along strike or at depth.

 Next Steps

Subject to funding support from JV partners, Predictive plans to follow up the Exploration Target calculation with drilling programs on all of the listed prospects in order to make Mineral Resource Estimates. A total drilling budget of 20,000m, consisting of both RC and diamond drilling, has been calculated to complete this task over the next 2 years.

PDI Corporate Presentation Nov 2015 Page 21

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News Flow
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Item Dec Qtr 2015 Mar Qtr 2016 June Qtr 2016
Kokoumbo, Cote
D’Ivoire (Toro)
Trench results, soils
infill results
RAB and DD drilling Follow-up drilling
etc
Boundiali, Cote
D’Ivoire (Toro)
New rock chips, soil
infill results
ProbableRAB
drilling,ongoing
geochem.
Follow-up drilling
etc
Bobosso, Cote
D’Ivoire(XMI)
Permit granted
Field work starts
Accelerated field
work with new $’s
Ferke and Kounahiri
(Toro)
New soil results plus
infill sampling
Possible drilling
dependingresults
Ongoing work
Bongou area,
Burkina
New JV starts work
Victoria (CCM JV) Diamond drill
results
Tor

Ongoing work
o Gold and PDI

Ongoing work
Farm-outs and
funding
~~geo~~
Bou
Bongou Project farm-
out
Seek Bobosso
funding
~~logists visiting~~
ndiali, October
2014
Finalise Bobosso
funding
New project
announcement?

PDI Corporate Presentation Nov 2015 Page 22

Predictive Discovery Limited West African Gold Explorer

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Contact Details:

Level 2, 33 Ord St, West Perth, Western Australia 6005

Telephone: +61 8 9216 1020 (direct) +61 402 857 249 (mobile) +226 7427 4930 (Burkina Faso)

Email: [email protected]

Website:

www.predictivediscovery.com

PDI Corporate Presentation Nov 2015 Page 23

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Appendices: Burkina 1 - Dave Prospect
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Note: drill results reported to the ASX in Quarterly Reports of September 2011, March 2012, June 2012, September 2012. This information was prepared and first disclosed under the JORC Code 2004. It has not been updated since to comply with the JORC Code 2012 on the basis that the information has not materially changed since it was last reported.

PDI Corporate Presentation Nov 2015 Page 24

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Appendices: Burkina 2 – Bira Prospect
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 Historic drilling results (Anmercosa – an Anglo American subsidiary):

  • 14.5m @3.1g/t Au

  • • 13m @2.5g/t Au

  • 21m @ 1.7g/t Au

  • • 20m @ 1.4g/t Au

 Open to north and south and at depth  New target to west

Note: historic drill results reported to the ASX on 25[th] January 2013. This information was prepared and first disclosed under the JORC Code 2004. It has not been updated since to comply with the JORC Code 2012 on the basis that the information has not materially changed since it was last reported

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PDI Corporate Presentation Nov 2015 Page 25

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Appendices: Burkina 3 - Bira Prospect
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 Historic drilling results (Anmercosa – an Anglo American subsidiary):

  • 14.5m @3.1g/t Au

  • • 13m @2.5g/t Au

  • • 21m @ 1.7g/t Au

  • • 20m @ 1.4g/t Au

  • Good continuity

 Open to depth/along strike

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Note: historic drill results reported to the ASX on 25[th] January 2013. This information was prepared and first disclosed under the JORC Code 2004. It has not been updated since to comply with the JORC Code 2012 on the basis that the information has not materially changed since it was last reported

PDI Corporate Presentation Nov 2015 Page 26

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Appendices: Burkina 4 – Solna Prospect
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 Multiple high grade intercepts:

  • 6m at 20g/t Au

  • 5.6m at 16g/t Au

  • 7m @ 13g/t Au

  • 2m @ 56g/t Au

 Some continuity issues – requires close spaced drilling

 Excellent preliminary metallurgy (96% in primary ore)

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Note: drill results reported to the ASX in Quarterly Reports of June 2011, December 2011, March 2012, June 2012, March 2013 and the preliminary metallurgical results were reported to the ASX on 14[th] May 2013. This information was prepared and first disclosed under the JORC Code 2004. It has not been updated since to comply with the JORC Code 2012 on the basis that the information has not materially changed since it was last reported

PDI Corporate Presentation Nov 2015 Page 27

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Appendices: Burkina 5 - Tambiri Prospect
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 Good grades &widths:

  • 5m at 17g/t Au

  • 9.3 at 4.9g/t Au

  • 8m @7.3g/t Au

  • [email protected]/t Au

  • Good continuity

  • Open along strike

  • Good preliminary metallurgy (94% recovery)

Note: drill results reported to the ASX in Quarterly Reports of June 2011, December 2011, March 2012, June 2012 and the preliminary metallurgical results were reported to the ASX on 14[th] May 2013. This information was prepared and first disclosed under the JORC Code 2004. It has not been updated since to comply with the JORC Code 2012 on the basis that the information has not materially changed since it was last reported PDI Corporate Presentation Nov 2015 Page 28