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The Markets
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Northland Capital Partners View on the City - Savannah Resources

SAVANNAH RESOURCES (LON:SAV)

SECTOR – MINING

RATING – CORP*

MARKET CAP – £67m

CURRENT PRICE – 7.9p#

ANALYST – DR RYAN LONG

Year-end Dec

2016A

2017A

Revenue (£m)

-

-

No forecasts provided

EBITDA (£m)

(1.8)

(2.8)

Adj. pre-tax Profit (£m)

(1.8)

(2.8)

Adj. EPS (p)

(0.46)

(0.53)

DPS (p)

-

-

Net Cash/(Debt) (£m)

0.7

1.2

P/E (x)

-

-

Dividend yield (%)

-

-

EV/EBITDA (x)

-

-

SOURCE: Northland Capital Partners Limited estimates. #Priced at prior trading day close. *Northland Capital Partners Limited acts as Nomad and provides commissioned research coverage to Savannah Resources and therefore this information should be viewed as a Marketing Communication.

Mina do Barroso update: Continued expansion of Grandao

NORTHLAND VIEW

  • Ongoing reverse circulation and diamond drilling at Savannah Resources’ Mina do Barroso Lithium Project has returned high-grades over significant intercepts at the Grandao Deposit.
  • Results from Grandao, include: 30m at 1.33% Li2O from 45m (18GRARC106); 99m at 1.46% Li2O from 20m (18GRARC108); and 35.9m at 1.24% Li2O from 51m (18GRARC109).
  • These results are expected to be included in an updated Mineral Resource Estimate, to be prepared shortly.
  • Initial results from maiden drilling at a new target, Carvalha da Bacora, include: 7m at 1.48% Li2O from 62m (18CDBR003); and 5m at 1.5% Li2O from 50m (18CDBRC005).
  • Maiden drilling of another target, Pinheiro, is expected to commence shortly. Phase 3 metallurgical work is expected to be completed in Q418. A Feasibility Study is underway to optimise the process flowsheet and maximise project returns.

Savannah Resources continues to define high-grades over large intercepts at the Mina do Barroso Lithium Project. The Company believes it will continue to expand the area of defined mineralisation with further drilling at both Grandao and Reservatorio. Added to this exploration upside are the positive initial results from the first round of drilling at a new target Carvalha da Bacora and the potential of several other targets, including Pinheiro.

COMPANY DESCRIPTION

Savannah Resources is an energy metals group with copper-gold projects located in Oman, lithium projects in Portugal, and a operates a mineral sands project in Mozambique that is a JV with Rio Tinto

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