BANIO POTASH PRESENTATION | TSX-V: MLP  () | OTCQB: MLPNF  () | SUBSCRIBE
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Overview

Why Invest Now?

✔ Strategic U.S. Backing (U.S. DFC Investment)

  • US$3M Project Development Funding: In July 2025, the U.S. International Development Finance Corporation (DFC) committed up to US$3 million (~C$4.08 million) to fund the Banio Project Feasibility Study (FS).
  • High-Level Support: Agreement signed in Washington, D.C., attended by Gabonese President Brice Oligui Nguema and senior DFC officials, highlighting strong U.S.–Gabon cooperation.
  • Favorable Terms: No interest or security; repayment only triggered upon securing construction financing.
  • Strategic Validation: Confirms Banio’s critical role in food security while de-risking the project and paving the way for future U.S. private-sector participation and potential debt financing.

✔ Robust Resource & Strong Economics

Maiden Mineral Resource Estimate (Jan 2024)

  • Indicated: 657M tonnes @ 15.9% KCl
  • Inferred: 1.159B tonnes @ 16.0% KCl
  • Resource based on only 5% of the 1,200 km² project area — substantial expansion potential.

Preliminary Economic Assessment (Apr 2024)

  • After-Tax NPV(10%): US$1.07B
  • After-Tax IRR: 32.6%
  • Initial CAPEX: US$480M
  • OPEX: US$61/t gMOP (among the lowest globally)
  • Payback Period: 1.4 years

✔ Phase 2 Drilling Success

BA-001-EXT

  • Extended to 678m from a 2017 depth of 364m.
  • Intersected ~290m of interbedded carnallitite and halite.
  • Farhad Abasov: “The combined +250m of interbedded carnallitite and halite exceeded our expectations.”

BA-004

  • Completed to 667m, collared 3.7 km east of BA-001-EXT.
  • Intersected 100+ metres of potash mineralization across multiple evaporite cycles (II–VIII).
  • Combined results confirm 8 km of continuous potash horizons, significantly expanding the resource footprint.

✔ Government & Infrastructure Support

  • President Nguema has personally endorsed Banio and committed to infrastructure upgrades, including:
    • Construction of a deep-water port at Mayumba
    • Development of a regional thermal power plant (expandable to 50 MW)
    • Ongoing road and logistics improvements supporting export operations

Management Overview

  • Insider Ownership: ~30% held by Board & Management.
  • Leadership Team:
    • Farhad Abasov – Chair
    • Graham Harris – Director
    • Paul Matysek – Advisor
    • Peter MacLean – Director
    • Jason Wilkinson – CEO

Proven Track Record of Value Creation

  • Millennial Lithium → Sold to Lithium Americas for US$491M
  • Allana Potash → Sold to Israel Chemicals for US$170M
  • Potash One → Sold to K+S for US$434M
  • Energy Metals → Sold to Uranium One for US$1.8B

Strategic Insider Support
A major agricultural family office based in Singapore has made significant insider share purchases, demonstrating confidence in Banio’s long-term potential.

Project Highlights

  • Strategic Location: Coastal Gabon, with direct port access to Brazil, the U.S., and Asia.
  • World-Class Resource Potential: Phase 2 drilling confirms extensive potash mineralization with expansion drilling ongoing.
  • Lowest-Cost Structure: OPEX ~US$61/t gMOP; transport cost to Brazil just ~US$22/t.
  • Sustainability: Environmental baseline studies underway; solution mining method ensures minimal surface impact and strong ESG alignment.

Investors