INVESTING IN THE FUTURE - twoshields.co.uk INVESTING IN THE FUTURE. Corporate Presentation 2018...

Corporate Presentation 2018

CORPORATE PRESENTATION2018

INVESTING IN THE FUTURE



DISCLAIMER

The information contained in this document (the “Presentation”) has been prepared by Two Shields Investments plc (the “Company”) solely for informational purposes. It is subject to material updating, completion, revision,

verification and further amendment.

This Presentation has not been approved by an authorised person in accordance with Section 21 of the Financial Services and Markets Act 2000, as amended (“FSMA”). This Presentation does not constitute, and the Company

is not making, an offer of transferable securities to the public within the meaning of sections 85B and 102B of FSMA. The Presentation is simply a summary of the assets of the Company but existing and prospective investors

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Certain of the information contained in this Presentation has been obtained from published sources prepared by other parties. Certain other information has been extracted from unpublished sources prepared by other parties

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All statements of opinion and/or belief contained in this Presentation and all views expressed represent the directors’ own current assessment and interpretation of information available to them as at the date of this

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Neither the issue of this Presentation nor any part of its contents is to be taken as any form of contract, commitment or recommendation on the part of the Company or the directors of the Company to proceed with any

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as to the accuracy, completeness or fairness of the information or opinions contained in this Presentation and no responsibility or liability is accepted for any such information or opinions or for any errors or omissions

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AN INVESTING COMPANY LISTED ON AIM

BUILDING A PORTFOLIO OF INVESTMENTS FOCUSED ON FAST-GROWING DISRUPTIVE MARKETS INCLUDING TECHNOLOGY METALS AND CYBERSECURITY

INTERESTS IN HIGHLY PROSPECTIVE LITHIUM AND COBALT PROJECTS IN RECOGNISED MINERAL RICH JURISDICTIONS

INVESTED IN CUTTING EDGE CYBERSECURITY COMPANY BRANDSHIELD WITH BLUE CHIP CLIENTS WHICH HAS LAUNCHED THE WORLD’S FIRST ANTI-SCAM BLOCKCHAIN PLATFORM

PLATFORM IN PLACE WITH MULTIPLE OPPORTUNITIES FOR RE-RATING ACROSS PORTFOLIO

BOARD OF MINING AND TECHNOLOGY PROFESSIONALS ACTIVELY SUPPORTING INVESTEE COMPANIES

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INVESTMENT PORTFOLIO

CYBER SECURITY

40% holding in Mansa Lithium Inc.

30% holding in Nashwan Holdings

Ltd.

Projects in highly prospective regions

in Mali and Niger

WEST AFRICAN COBALT

WEST AFRICAN LITHIUM

8.95% interest in Brandshield

US$1.25 million investment

Leading cybersecurity company that

recently launched MyShield the

world’s first anti-scam blockchain

platform

11.26% stake in African Battery

Metals

ABM is an AIM listed, Africa focused resource company

exploring for the key metals used in next generation batteries

that fuel the new electric vehicle

revolution

£150,000 investment in WeShop Limited

Social e-commerce platform viewed as

the next stage of the online retail revolution

TECHNOLOGY METALS TECHNOLOGY

3

E-COMMERCE



BRANDSHIELD

US$1.25million investment for a 8.95% stake

o Blockchain is gaining traction in the commodities sector for its potential to fundamentally change the way certain transactions are conducted

o Provides complementary exposure to other investments primarily in the technology sector

o BrandShield is a leading global cyber security and brand protection company

o Collaboration agreement with TSI and Brandshield to develop proprietary blockchain-based platform to enable resource sector companies to conduct transactions globally

o Brandshield has a cohort of world renowned blue chip clients including Visa, Credit Suisse and New Balance

o It is currently expanding its anti-fraud product offering to companies pursuing ICOs - new clients include leading trading platform and crypto specialists, ShapeShift, eToro, WePower and Jet8

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https://www.brandshield.com



MYSHIELD – WORLD’S FIRST ANTI-SCAM BLOCKCHAIN PLATFORM

o Brandshield launched MyShield via a Token Pre-Sale Launch of its Independent Coin Offering

o MyShield is a decentralised community platform that alerts participants when they encounter a fraudulent website, a counterfeit sale as well as other online scams initially targeting the cryptocurrency arena

o Developed using Brandshield’s artificial intelligence powered online brand protection and cyber intelligence systems

o The MyShield token will be an ERC-20 based token (symbol: SHLD) - a finite number of 1 billion to be issued of which 400m will be sold to third parties and the rest retained by BrandShield

o 500m tokens will be used as a fund for future operations and to distribute to its founders (including TSI), team and shareholders

o 100m tokens for the Reporting Bounty, Marketing and bug reporting bounties and Guarantee Fund within the MyShield community

o The MyShield tokens distributed to the founders (including TSI) will be vested over a period of 1 year, with 5% of them (10 million tokens) distributed on the day of the token generation event ('TGE’)

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CYBER SECURITY AND CRYPTO TECHNOLOGY17.5%

2021

15.5%

13.7%11.9%

2018

Ecommerce Share of Total Global Retail

The increased penetration of e-commerce is opening up opportunities for exciting new technology and new markets

CYBER-SECURITY

$1 in every $10 transacted online is

scammed

The world will spend

$1 trillion cumulatively

from 2017-2021 on cybersecurity products

and services

Anticipated market growth increase of

12-15% year on year to 2021

BLOCKCHAIN

Untapped potential in sectors currently not utilising blockchain based payment platforms

Blockchain refers to a digital ledger of transactions theoretically increasing transparency within commerce

Crypto-currency market

grew 1,200% in the

past year

$48.2m

$1430m

$ 2312.5m

Size of Blockchain technology market (US $million) 2018 2020 2021

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WESHOP

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Initial investment of £150,000 as part of a pre-IPO fundraise

o UK based purpose-built social e-commerceplatform looking to become a global leader in therapidly growing social e-commerce sector

o Backed by high profile external investorso Led by a Board and management team with

extensive retail knowledge and experienceincluding:o Matthew Hammond, current managing director and

CFO of mail.ru, the largest internet business inRussia quoted on the London Main Market with amarket capitalisation of £4.5bn

o Baroness Mone of Mayfair OBE and Leo Mansell,Vice President of UK Youth

o Retail partnerships in place with major brands andretailers including ASOS, Harrods, Nike, Tesco andBoots

o The WeShop platform, which has deployed£10million to date, has been successfully tested byover one million users



E-COMMERCE

8

0

50

100

150

200

250

2008 2010 2012 2014 2016 2018

E-commerce ($) Digital Ad ($)

US$

bill

ion

s

Companies are investing more in e-commercethan digital media

Mobile e-commerce is growing 3x faster than e-

commerce

87

%

The UK had the highest online shopping penetration in Europe

82

%

80

%

60% retailers stated e-commerce as a priority in 2018

Global Retail Ecommerce Sales Will Reach $4.5 Trillion by 2021



LITHIUM

40% interest in Xantus Inc and a 30% interest in Nashwan Holdings Ltd

MALI

o Nashwan and Xantus provide exposure to the prospective lithium project areas Menianbala and Djidjein the Bougouni region in Mali

o First two initial stages of the exploration programme in Mali successfully completed

o Results indicative of potential for high grade mineralisation beneath the weathered surface

o Auger drilling completed in Q2 with results in Q3

NIGER

o Xantus holds four contiguous permits in South-Western Niger

o Reassessment of historical data analysing high grade lithium bearing pegmatites recently completed

o Historic work reported average grades including 3.22% Li2O, 2.05% and 1.45% Li2O at three selected spodumene-mineralised pegmatite veins outcropping and individual sample grades of up to 4.65% encountered

o Auger drilling program underway with results expected in Q3

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AN EMERGING PREMIER LITHIUM BELT

Xantus and Nashwan are one of a group of key players in a region, which is rapidly becoming a premium lithium belt

o Operators in the region include: o Birimian Ltd, which is developing the

Bougouni lithium projecto Kodal Minerals plc

o Birimian Ltd have reported grades of 11m at 2.41% Li2O from 69m and 13m at 2.36 Li2O from 137m

o Kodal have a confirmed battery grade lithium resource results include:o Very high grade individual assays up to 1m

at 7.15% Li2Oo 19 drill holes are reported today with high

grades intersections of consistent pegmatite mineralisation up to 1.68% Li2O

o The results from TSI’s lithium portfolio share significant similarities to early results reported by Birimian and Kodal underpin project and regional prospectivity

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COBALT

11.12% stake in AIM quoted African Battery Metals

o TSI holds 15,195,826 shares (11.12%) in African Battery Metals plc following ABM’s acquisition of Cobalt Blue Holdings of which TSI held a 49% interest

o ABM is an AIM listed, Africa focused resource company exploring for the key metals used in next generation batteries that fuel the new electric vehicle revolution

o ABM’s primary focus is currently on cobalt and its portfolio includes:o Kisinka, a 53km² exploration licence 35-40km east of Lubumbashi, the second-largest city in the DRC, located on the

relevant geology to host cobalt, with seven producing cobalt/copper mines within 30km of the licenceo Sakania licence, covering 200km, identified through activities of artisanal miners o Lizetta II chrome, nickel, cobalt exploration licence in Côte d’ Ivoire via its acquisition of Regent Resources Interests Corp. o Four exploration licences covering 2,837 sq.km in Cameroon surrounding the Nkamouna and Mada Cobalt-Nickel Project

– a proven mineral district

o Led by a management team with a proven track record in mineral exploration and development, ABM has a rapid development strategy in place to become a significant explorer, developer and ultimately producer of battery metals

o Strategic investment provides TSI with exposure to multiple projects as well as see through valuation opportunities

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PREMIER LOCATIONS FOR COBALT EXPLORATION

o Five licences adjoin the Nkamouna and Mada Cobalt-Nickel Project, one of the world’s largest known primary cobalt deposits

o Previous studies indicated 59.8 million tonnes (Mt) grading an average of 0.24% cobalt, 0.68% nickel and 1.37% manganese

o Established infrastructures and credible mining services nearby

Potentially a world class portfolio of projects

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CAMEROON DRC

o Two licences in the DRC - Kisinka and Sakania – both with highly prospective geology for cobalt exploration

o Kisinka, a 53km² exploration licence with seven producing cobalt/copper mines within 30km of the licence

o Sakania licence represents a low-cost option to be a first mover in a new prospective area

COTE D’IVOIRE

o 380 sq km Lizetta II chrome, nickel, cobalt exploration licence

o An independent assessment confirmed the potential to host mineralisation of economic potential

o Soil samples grading up to 0.25% cobalt and 0.75% nickel with chrome of up to 1%



Technology Metals – Drive for Demand

EMERGING BATTERY TECHNOLOGIES POWERING DEMAND FOR LITHIUM AND COBALT

The market for EVs is increasing exponentially:

2015

2030 20,000,000

566,000

Plug in EV Car Sales Bloomberg Estimate, 2017

Increased popularity of EVs = raised demand for

raw materials

Lithium Ion Battery

AnodeElectrolyteCathodeComposition: 70% Li

For every 1% increase in battery EV market penetration, demand for Li increases by 70,000 tonnes

Cathode Composition

Vehicle battery Phone battery Stored Power

15% Cobalt

100% Cobalt

33.3% Cobalt

A supply deficit is beginning to emerge in Cobalt:

• Rising demand• Reduced production

from DRC

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OTHER INVESTMENTS

29.9% holding

o IGS was spun out of the British Geological Survey, the world’s oldest national geological survey

o Provides a range of geoscientific services to governments, national geological survey organisations and agencies such as the World Bank

GLOBAL GEOSCIENCE CONSULTANCY: IGS

o Kalahari Key is a special purpose company set up by an experienced team of explorers to search for base metals and PGMs in Botswana

o TSI invested $180,000 for 22.2% with an option to increase to 33.3% at the same share price

o Excellent pre-IPO Ni-Cu-PGM opportunity in a stable African country

o The project is located on a large, layered ultrabasic-basic intrusion with an area of more than 13,000 km2

o It is related to the Bushveld Complex of South Africa, an important world-class source of PGMs

o Detailed helicopter-borne geophysics program summer 2018 and then drill program to follow

KALAHARI KEY MINERAL EXPLORATION COMPANY22.2% holding

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KEY DATA

15

Market Ticker Mkt. Cap. Share Price 52 week range

AIM TSI.L 3.26 million 0.245p 0.4-0.18

Share Price

Shareholder No. of Shares %

Future Fuels Holdings Inc.

125,000,000 9.4

Harry Sutherland 75,000,000 5.6

Key Shareholders

0

0.05

0.1

0.15

0.2

0.25

0.3

0.35

0.4

0.45

11/04/2018 11/05/2018 11/06/2018 11/07/2018 11/08/2018

All information correct at 04.09.18



BOARD

Directors with a proven pedigree in the project acquisition, development and value creation

A fellow of the Securities Institute of Australia and has held senior positions in both publicly listed and private enterprises in Australia, Europe and Africa. Mr. Wood has considerable corporate finance experience with a focus in technology, mining and oil & gas sectors. He is currently executive chairman of AIM-quoted Mayan Energy Limited, a US focused oil and gas company. He is also a founding director of Helium One Ltd, an exploration specialist explorer focused on delineating and developing globally significant helium assets in Tanzania.

Over 20 years’ experience working with private and public listed international companies. Through his directorships of various natural resource focussed companies, including Capital Metals Limited and ASX-listed MonterayMining Group, he has gained considerable sector knowledge. Additionally, he has previously held leadership roles within the technology sector, most notably with former FTSE 250 company Pace Plc.

Managing Director of Eurasia Mining plc which mines and explores PGMs in Russia. With over 40 years' experience in minerals exploration, Christian was a founder of CSA Global, the consulting group, and Ivernia West PLC, where he led the exploration, discovery and development of the Lisheen zinc deposit in Ireland, similarly the Shaimerden zinc deposit in Kazakhstan for Ennex International. He is also Chairman of Kibo Mining plc and on the board of MetalNRG.

CHARLIE WOODEXECUTIVE CHAIRMAN

SANDY BARBLETTNON-EXECUTIVE DIRECTOR

CHRISTIAN SCHAFFALITZKYNON-EXECUTIVE DIRECTOR

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INVESTMENT CASE

A STRATEGICALLY CURATED DE-RISKED AND BALANCED PORTFOLIO

PROJECTS IN HIGHLY PROSPECTIVE REGIONS

INNOVATIVE AND DISRUPTIVE TECHNOLOGY

COMMODITIES AND SECTORS WITHPOSITIVE MARKET DYNAMICS

A PROVEN TEAM THAT DELIVERS SHAREHOLDER VALUE

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2

3

4

5

6SIGNIFICANT RE-RATING POTENTIAL THROUGH MULTIPLE VALUE TRIGGERS

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CONTACT

Charlie WoodHyde Park House5 Manfred Road

London SW15 2RS

Tel: +44 (0)20 7236 1177

www.twoshields.co.uk

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