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TREK METALS LIMITED Capital/Financing Update 2011

Nov 30, 2011

65923_rns_2011-11-30_42fd2c77-7652-4759-a0e7-94d875e9d3e8.pdf

Capital/Financing Update

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ZAMBEZI RESOURCES LIMITED ARBN: 124 462 826 BERMUDA ZAMBIA AUSTRALIA CANON’S COURT PLOT 5697 LEVEL 1, 17 ORD STREET 22 VICTORIA STREET BEU CRESCENT WEST PERTH, WESTERN AUSTRALIA HAMILTON HM12 KALUNDU AUSTRALIA 6005 LUSAKA TEL: +61 8 6555 1879 TEL: +260 211 292101 FAX: +61 8 9398 4104 EMAIL: [email protected] PO BOX 1796, WEST PERTH WWW.ZAMBEZIRESOURCES.COM WESTERN AUSTRALIA, 6872

1 December 2011

Dear Shareholder

Zambezi's pro rata non-renounceable rights issue

As announced on 25 November 2011, Zambezi Resources Limited ( Zambezi or the Company ) is undertaking a pro rata non-renounceable rights issue ( Rights Issue ) to eligible shareholders on the basis of 1 new Zambezi ordinary share ( New Share ) for every 3 Zambezi ordinary shares held as at 5:00pm (Perth time) on 9 December 2011 ( Record Date ) at an offer price of $0.01 per New Share.

The Rights Issue is part of a funding package announced on 25 July 2011, which also includes a $10 million secured convertible note facility ( Facility ) with LinQ Capital Limited as responsible entity of the LinQ Resources Fund. No shareholder approval is required for the Rights Issue, but Zambezi will seek shareholder approval for certain aspects of the Facility.

The funds raised by the Rights Issue will be applied by Zambezi towards working capital and exploration and development costs associated predominantly with its Kangaluwi Copper Project.

Together with the funds available under the Facility, the Company will have valuable funding towards the feasibility study for the development of the Kangaluwi Copper Project.

The Rights Issue is being made to all Zambezi shareholders as at 5:00pm (Perth time) on 9 December 2011 whose registered address is in Australia or New Zealand ( Eligible Shareholders ). Shareholders not satisfying those criteria will not be eligible to participate in the Rights Issue and will be informed accordingly.

New Shares issued under the Rights Issue will rank equally with all ordinary shares already on issue. Under the Rights Issue, Zambezi will issue up to a maximum of 419.48 million New Shares, resulting in total Zambezi ordinary shares on issue of approximately 1.678 billion.

The Rights Issue is not underwritten.

An offer booklet and an investor presentation detailing the Rights Issue were released on ASX on 1 December 2011 ( Offer Documentation ). Copies of the Offer Documentation are available on Zambezi’s website (www.zambeziresources.com) and on ASX’s website (www.asx.com.au). Eligible Shareholders will be mailed a copy of the Offer Documentation together with an Entitlement and Acceptance Form by 13 December 2011.

It is important that Eligible Shareholders read the Offer Documentation carefully before deciding whether to invest and, if in any doubt as to how to proceed, consult with their professional advisers. If Eligible Shareholders wish to participate, they should follow the directions in the Offer Documentation for the action required of Eligible Shareholders.

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For the purposes of calculating each Eligible Shareholder’s entitlements, fractional entitlements to New Shares will be rounded up to the nearest whole number of shares. There will be no deferred settlement trading under the Rights Issue.

Key dates for the Rights Issue

NOTE : These dates are indicative only. Zambezi reserves the right to change these dates subject to the Corporations Act and the Listing Rules.

Event Date
Lodge offer documentation and Appendix 3B 1 December 2011
Dispatch notice to shareholders informing them of Rights Issue 2 December 2011
Shareholders trade on ‘ex’ entitlement basis 5 December 2011
Record date for determining entitlements to participate in Rights
5:00pm (Perth time) on 9
Issue December 2011
Completion of dispatch of offer documentation and entitlement 13 December 2011
and acceptance form to shareholders
Acceptance close 29 December 2011
ASX notified of under subscriptions 4 January 2012
Holding statements dispatched to shareholders 9 January 2012
Normal trading for new shares commences 10 January 2012

If you have any questions, please call Zambezi on +61 8 6555 1879.

Yours sincerely

Frank Vanspeybroeck Chief Executive Officer Zambezi Resources Limited