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PREDICTIVE DISCOVERY LIMITED — Investor Presentation 2018
Jul 16, 2018
65537_rns_2018-07-16_5cc43c6c-281f-43a8-b168-b763fb126c7c.pdf
Investor Presentation
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Exploration | Partnership | Growth Unlocking West Africa's Golden Triangle July 2018


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.

Africa's Golden Triangle Mali, Cote D'Ivore, Burkina Faso
EXCITING 2 PROJECTS
in West Africa's most prolific gold region
7,588km2 CAND
across Cote D'Ivoire, Mali and Burkina Faso
35% owned JV with Toro Gold in Cote D'Ivoire
Projects with free carry:
- A\$7 Million Progress, Burkina Faso
- free carry to production Progress, Bobosso, Cote D'ivoire
Numerous prospects - large potential returns to investors
Highly focused team > 10 years experience in West African gold
6 new gold prospects in 2018


Exploration
Partnership Growth
Growth
Growing shareholder value through partnerships, asset sales, spin outs and royalty streams
Exploration
Acquire projects through early-stage exploration
The Prospect Generator Model

Partnership
Partners to fund exploration and project development
Increasing Exposure, Mitigating Risk A Proven Model for Value Creation
Multiple projects partnered with multiple partners at any given time
Increases the chance of exploration success and share price increase


Traditional Model vs. Prospect Generator Partnering expertise and driving discovery
| SCENARIO | TRADITIONAL JUNIOR | PP |
|---|---|---|
| Projects | Few (1-2 Flagships) | |
| Discovery Goal | Single | |
| Risk Profile | low chance of producing single mine | high chanc |
| Team/Expertise | Joint MD/Geo role | M across nume internal expl |
| Primary Funding | Equity | Exploration E |
| Scenario | 100% of a single Discovery |
30% of Multiple Discoveries |

ROSPECT GENERATOR
Multiple (+5)
Multiple
e of producing one or more mines
ultiple expert teams rous partner projects + numerous oration teams coordinated by MD
Equity, Partners: xpenditures, Cash, Shares, Royalties

The case for Predictive Discovery
ASX:PDI
Limited Downside Unlimited Upside Predictive Discovery focussed expertise to identify new
target projects
Predictive funded project due diligence Predictive/Partner funded exploration to define
opportunity
Partner funded drilling/feasibility
Predictive Discovery already realising shareholder value with Bobosso MOU for upfront payment and production bonus

Driving newsflow Concurrent Funded Programs
| Progress JV | Power Auger | 20,000m RC Drilling | |
|---|---|---|---|
| Burkina Faso Project | Across Bira, Kalinga, Tantiabongou permits, leading to eventual resources Geochemistry and drilling elsewhere in Burkina package. |
||
| Ferkessedougou North & South Project |
PDI | RC Results Partly released |
|
| Boundiali Project Cote D'Ivoire |
Toro JV | Soil Geochemistry on new Boundiali North Permit |
RC/DD |
| Kokoumbo-Beriaboukro Project Cote D'Ivoire |
Toro JV | IP Survey | RC/DD |
| Bobosso Project Cote D'Ivoire |
Progress - WAVI JV |
IP Survey inc Dabakala permit (to North) |
RC Dr |
| Mali Authorisations | PDI | Ongoing Geochemistry/geology on authorisations | |
| New West African Projects | PDI | 6 gold-focused permit applications in Cote D'Ivoire & n |


Burkina Faso JV Major ground position, advanced project
90km of strike of gold mineralised Samira Hill Belt
JV with Progress Minerals (within AOI)
Progress earning 70% by spending US\$5m
Bongou resource, Bira current drilling focus, additional prospects


Burkina JV-Bongou Gold Discovery Mineral Resource Estimate
(Reported to ASX on 4th Sept 2014)
| Total Resources Indicated & Inferred | |||
|---|---|---|---|
| Cut off grade | Million tonnes Au (g/t) | Ounces | |
| 0.40 | 2.55 | 2.32 | 190,000 |
| 0.80 | 2.22 | 2.58 | 184,000 |
| 2.00 | 1.13 | 3.75 | 136,000 |
| 3.00 | 0.62 | 4.80 | 96,000 |


West

East
Burkina JV - Bongou Nearby Gold Potential Dave Prospect


Drill results reported in Quarterly Reports to ASX of Sept. 2011, Mar.2012, June 2012, Sept. 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 ASX releases
Bongou Nearby Gold Potential
Over 90 selected targets
Exploration Target calculation (excluding Bongou, within 10km of Bongou - ASX release $3/9/15$ :
On: Dave Prospect, Target 92, Laterite Hill 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
Additional potential within 80km: Bira, Tambiri, Solna


*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. ASX release 3/9/15.
Burkina JV - Bira Prospect Recent drilling
800m zone
27m at 1.8g/t Au from 23m 33m at 1.4g/t Au from 51m 17m at 1.7 g/t Au from 2m 22m at 1.5g/t Au from 115m 21m at 1.4g/t Au from 72m 14m at 1.8g/t Au from 45m 14m at 1.4g/t Au from 98m 29m at 1.0g/t Au from 79m Excellent continuity and
indicative metallurgy
Open to depth/along strike


Bira Prospect >20km zone of gold anomalies to SW
20km of gold anomalies so far
6 new prospects to drill
Space for >>1 million ounces
Only part of the ground package and potential resources


Cote D'Ivoire Permits 6,000 km2 of permits & applications
Toro Gold JV (brown):
Successful explorer, developing Mako Gold Mine in Senegal Toro:PDI 65%:35% PDI contributing
Excellent results from 4 projects incl. Nyangboue gold discovery
Bobosso JV (red):
Progress Minerals: Canadian private, Strong mine development expertise Very large gold mineralised system Encouraging drilling results
Applications awaiting grant - Sika Resources Options & Ivoirian Resources (100% PDI) - (magenta & green)
Permit areas selected using PDI Predictore™ target selection system


Toro Gold JV Boundiali permit - Nyangboue Prospect
- 1.2km long gold mineralised system
- 4km of untested soil anomaly to north
- Best intercepts (near surface)
- 20m @ 10.5g/t Au,
- 30m @ 8.3g/t Au,
- 28m @ 4.0g/t Au


Drill results reported to ASX on 23/6/16, 25/7/16, 8/8/16, 12/9/16, 13/10/16, 17/5/17 and 29/5/17.

Toro Gold JV, Boundiali North, Cote D'Ivoire
060,000 mN
16km more strike added recently



Toro Gold JV
Ferkessedougou North New Discovery
17km long gold-in-soil trend
Gold mineralisation along NNE trending granitic dykes
5,000m reconnaissance drilling program yields highly encouraging results:
- 13m at 5.35g/t Au (stopped in mineralization)
- 2m at 5.44g/t Au
- 14m at 1.20g/t Au
- 9m at 1.47g/t Au
- Broad zones with multiple intercepts
Very early days - many untested anomalies and granitic dykes



Toro Gold JV Ferkessedougou North New Discovery


Drill results reported to ASX on 29/5/16 and 26/6/16.
Toro Gold JV Kokoumbo permit
50 years of colonial mining, 200 years of artisanal mining
Close to Bonikro, Agbaou Mines
Many soil gold anomalies, peaking at 5.6g/t Au
High grade rock chip samples, up to 98g/t Au
Diamond drilling includes 7.5m at 16g/t Au from surface
New drill targets from geochemistry & geophysics


Progress - WAVI JV Cote D'Ivoire Bobosso Project
Progress will buy PDI's 30% equity for C\$0.5m upfront plus reserve ounce payments on production for up to 3 mines
Very large gold anomaly
Positive RC intercepts (including:
11m at 4.9g/t Au from 5m 28m at 2.18g/t Au from 5m 18m at 2.05 g/t Au from 9m 19m at 1.28g/t Au from 73m 19m at 2.13g/t Au from 3m 21m at 1.59g/t Au from 61m
Interesting project requiring large investment to complete evaluation

Gridded gold-in-soil geochemical image and drill locations (red peaks = high values)

Mali - Au-Li prospectivity, work underway 250 km2 so far, in $12°30'$ discussions with local permit owners


Generating Opportunity Leveraging partnerships to explore West Africa
Investment exposure to world class gold opportunities
Prospect Generator potential million ounce prospects across numerous projects, with limited downside risk
golden triangle
Multiple partner funded drill programs
Results from Boundiali, Ferkessedougou, Bobosso and Bongou/Bira - multiple opportunities to host large gold systems Leveraging partner expertise to pursue growth Partner teams expanding the growth opportunities across projects

Expansive holdings in West Africa's
7588km2 across multiple projects in Cote D'Ivoire, Mali and Burkina Faso
predictive
discovery
predictivediscovery.com
Level 2, 33 Ord St, WestPerth, Western Australia 6005
T | +61 8 92161020 M | +61 402 857249

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. David Kelly | Non-Executive Director | Extensive geological, business development and investment banking experience |
Capital Structure
| Shares on Issue (ASX:PDI) | 236 million | |
|---|---|---|
| Share Price | A\$0.022 | |
| Market Cap. (@0.022) | A\$5.2 million | |
| Cash Position 31/03/18 | A\$2.7 million | |
| Enterprise Value | A\$2.5 million | |
| Debt | Nil | |
| Top 20 Shareholders (%) | 62% |
Major Shareholders



Appendices - Bira Drill Cross Sections


Appendices - Boundiali Geology and Magnetics

predictive
discovery

Appendices - Ferkessedougou N Drill Plans



