KAZERA GLOBAL PLC - Investor Presentation

Kazera Global plc provided an investor update outlining a strategic business reset focused on improving asset performance, strengthening financial discipline, and accelerating value creation. The company’s flagship investment, Whalehead Minerals in South Africa, has achieved significant operational progress, including product quality validation and a partnership with Remy, which has contributed approximately £1 million of equipment to enhance heavy mineral sands (HMS) production without shareholder dilution. Management expects titanium dioxide (TiO₂) grades to increase toward commercial levels, supporting improved margins, cash flow generation, and a target production rate of 10,000 tonnes per month by Q3 2025. Kazera also highlighted the transformational potential of the pending 2A mining licence, which could expand resource exposure nearly 100-fold. In Namibia, the company completed a strategic review of its Aftan lithium and tantalum project, identifying significant underexplored potential and advancing discussions aimed at monetisation through sale, partnership, or royalty arrangements. The company has streamlined operations, reduced costs, deferred board salaries, and avoided equity dilution through shareholder-backed funding. Management emphasized a renewed focus on execution, capital discipline, asset monetisation, and delivering shareholder returns, positioning Kazera for potential cash flow growth and long-term value creation.