A Responsible International Senior Gold Producer
TSX BTO
NYSE AMERICAN BTG
NSX B2G
CORPORATE PRESENTATION
DECEMBER 2024
ACQUIRE
DISCOVER
FINANCE
BUILD
OPERATE
GLOBALLY DIVERSIFIED SENIOR GOLD PRODUCER
GOOSE
Nunavut, Canada
GRAMALOTE
Colombia
HEAD OFFICE
Vancouver, Canada
CENTRAL LAPLAND JV
Finland
FEKOLA COMPLEX1
Mali
OTJIKOTO MINE
Namibia
MASBATE GOLD PROJECT
Philippines
Producing Mine | Development Project | Exploration Project | Headquarters |
3
1. Includes Fekola Mine and Fekola Regional, comprised of the Anaconda Area (Bantako, Menankoto, and Bakolobi permits), and the Dandoko permit.
HEALTH & SAFETY PERFORMANCE
Q3 2024 Consolidated Highlights1
LTIFR | TRIFR |
0.06 | 0.30 |
Lost time injury | Total recordable |
frequency rate | injury frequency rate |
Severity Rate
5.91
Lost time + restricted work injuries
Masbate
Zero LTI
2,145 days (+5 years)
+37.8 million hours worked
B2Gold lowered its YTD injury frequency rates and continues to maintain its position as one of the safest companies within mining, with zero fatalities
1. As of September 30, 2024.
1.4 | 1.34 | MSRT AVG | B2 CONSOL. Q3 | ||||
TRIFR | LTIFR | ||||||
1.2 | TRIFR (0.53) (2024) | - 43% (0.30) | ||||||||||||||
1 | 0.97 | LTIFR (0.14) (2024) | - 57% (0.06) | |||||||||||||
0.8 | 0.79 | |||||||||||||||
0.73 | ||||||||||||||||
0.68 | ||||||||||||||||
0.64 | ||||||||||||||||
0.6 | 0.5 | |||||||||||||||
0.48 | 0.48 | |||||||||||||||
0.4 | 0.4 | 0.4 | 0.39 | |||||||||||||
0.3 | 0.3 | 0.3 | ||||||||||||||
0.27 | 0.26 | |||||||||||||||
0.2 | 0.17 | 0.15 | 0.19 | 0.17 | 0.17 | |||||||||||
0.14 | ||||||||||||||||
0.11 | ||||||||||||||||
0.06 | 0.08 | 0.06 | 0.06 | |||||||||||||
0.03 | 0.04 | |||||||||||||||
0 | 0 | |||||||||||||||
0 | ||||||||||||||||
Hudbay | Agnico Eagle | B2Gold Corp/Proj/Expl | New Gold | Centerra | Pan American Silver | IAMGold | Lundin | Equinox | Vale BaseMetals | Otjikoto | DundeePrecious Metals | Consolidated | B2Gold Corp. | Kinross | Fekola | Masbate |
4 |
2. Injury frequency and severity rates are based on 200 K work hours.
STRONG & PROFITABLE PRODUCTION PROFILE
Robust Production Levels Expected in 2025
1,400 | $1,600 | |||||||||||
1,200 | $1,420 - | 1,030 - | $1,400 | |||||||||
1,150 | ||||||||||||
$1,480 | ||||||||||||
1,041 | 1,047 | 1,028 | 1,061 | |||||||||
$1,200 | ||||||||||||
980 | ||||||||||||
1,000 | 954 | $1,201 | ||||||||||
$1,033 | 800 - | |||||||||||
870 | ||||||||||||
GoldProduction (koz) | $947 | $1,000 | ||||||||||
800 | $860 | $862 | $888 | |||||||||
$794 | $758 | $788 | $800 | |||||||||
631 1 | ||||||||||||
600 | 550 | |||||||||||
493 | $600 | |||||||||||
AISC($/ozAu) | ||||||||||||
400 | ||||||||||||
$400 | ||||||||||||
200 | $200 | |||||||||||
0 | $0 | |||||||||||
2015A | 2016A | 2017A | 2018A | 2019A | 2020A | 2021A | 2022A | 2023A | 2024E | 2025E |
Guidance Range
Fekola
Otjikoto
Masbate
Goose Project
Nicaragua 2,3
Total Consolidated AISC 4
- Includes 79,243 oz during the Fekola Mine's pre-commercial production period.
- On October 15, 2019, B2Gold restructured its interests in La Libertad Mine and El Limon Mine and, as a result, now applies the equity method of accounting for its ownership in Calibre. Commencing from October 15, 2019, B2Gold reported an approx. 33% attributable share of Calibre production/costs as part of its total production/cost results.
3. | On January 12, 2022, B2Gold's ownership interest in Calibre was diluted to approx. 25% following Calibre's acquisition of Fiore | |
Gold Ltd. Throughout 2023, B2Gold's ownership interest in Calibre was 24%. Effective January 24, 2024, B2Gold's ownership | 5 | |
interest in Calibre was diluted to approx.15% following Calibre's acquisition of Marathon Gold Corp. Subsequent to June 20, | ||
2024, B2Gold will no longer record attributable production for Calibre. | ||
4. | Non-IFRS Measure. Refer to "Non-IFRS Measures" on slide 2. |
CORPORATE STRATEGY
Maintain the highest standards of responsible mining, government relationships, Health, Safety & Environment stewardship and Corporate Social Responsibility ("CSR") programs
Maximize profitable gold production from existing mines while increasing Mineral
Reserves and Mineral Resources
Maintain a strong cash position while maximizing cash flow and continue to return capital to shareholders
Focus on organic growth by advancing pipeline of development, brownfield and greenfield exploration projects and investing in junior exploration companies
Continue to evaluate accretive M&A opportunities around the world for potential future acquisitions
6
CORPORATE STRUCTURE
SNAPSHOT (as of September 30, 2024)
TSX: BTO | NYSE AMERICAN: BTG | |
Share Price (November 26, 2024) | C$3.98 | |
Basic Shares Outstanding (November 6, 2024) | 1,313M | |
Basic Market Capitalization | C$5.2B | |
Cash on Hand | $431M | |
Debt Outstanding (unaudited) | $200M | |
Undrawn Credit Facility (unaudited) | $500M | |
Quarterly Dividend per share1 | $0.04 |
ANALYST COVERAGE
BMO Capital Markets | C$7.50 |
Canaccord Genuity | C$8.00 |
CIBC Capital Markets | C$5.00 |
Cormark Securities | C$5.25 |
Eight Capital | C$7.00 |
National Bank | C$6.00 |
Raymond James | C$5.50 |
RBC Capital Markets | C$5.20 |
Scotiabank | C$5.00 |
Stifel GMP | C$6.50 |
TD Securities | C$7.00 |
AVERAGE ANALYST |
TARGET PRICE | C$6.20 |
SHAREHOLDERS2
Institutional
60%
39%
1%Retail/Other
Management
& Insiders
7
- The declaration and payment of any future dividends will be subject to the determination of the Board of Directors, in its sole and absolute discretion. There can be no assurance that any dividends will be paid at the current rate or at all in the future.
- Source: S&P Capital IQ. As of November 26, 2024.
YTD 2024 RESULTS & 2024 GUIDANCE
Gold Production, Cash Operating Costs & All-In Sustaining Costs
Q1 2024
Q2 2024
Q3 2024
Q4 2024
Fekola | 119,141 oz | 111,583 oz | 78,207 oz | ||
Masbate | 49,782 oz | 44,515 oz | 50,215 oz | ||
Otjikoto | 45,416 oz | 48,143 oz | 52,131 oz | ||
Calibre1 | 11,377 oz | 8,267 oz | - | ||
TOTAL | 225,716 oz | 212,508 oz | 180,553 oz | ||
YTD Production1 72% of Revised Annual Guidance Mid-Point
YTD 2024 ACTUAL | REVISED GUIDANCE 2024 |
Gold Production1 | 599 koz | 800 - 870 koz | |
(original guidance of 860 - 940 koz) | |||
Cash Operating Costs (per ounce produced)2,3 | $865 /oz | $835 | - $895 /oz |
AISC (per ounce sold)2,3 | $1,405 /oz | $1,420 | - $1,480 /oz |
(original guidance of $1,360 - $1,420 /oz) |
1. | Includes B2Gold's approx. 15% attributable share of Calibre's production. Subsequent to June 20, 2024, B2Gold no longer records attributable production from Calibre. | 8 |
2. | Non-IFRS Measure. Refer to "Non-IFRS Measures" on slide 2. | |
3. | Includes estimated attributable results for Calibre. |
2024 PRODUCTION & COST GUIDANCE
TOTAL CONSOLIDATED
Gold production1 | 800 Koz - 870 Koz |
Cash operating costs2,3 | $835 - $895 /oz |
AISC2,3 | $1,420 - $1,480 /oz |
FEKOLA MINE Mali 53% | 53% | MASBATE GOLD PROJECT The Philippines 22% | |||||
Type | Open Pit | Type | Open Pit | ||||
Gold production | 420 Koz - 450 Koz | Gold production | 175 Koz - 195 Koz | ||||
Cash operating costs2 | $870 - $930 /oz | Cash operating costs2 | $910 - $970 /oz | ||||
AISC2 | $1,510 - $1,570 /oz | 22% | AISC2 | $1,260 - $1,320 /oz | |||
OTJIKOTO MINE Namibia 23% | Attributable production from Calibre1 2% | ||||||
Type | Open Pit / Underground | 2% | Gold production | 20,000 | Koz | ||
23% | |||||||
Gold production | 185 Koz - 205 Koz | Cash operating costs2 | $1,000 | - $1,100 /oz | |||
Cash operating costs2 | $685 - $745 /oz | AISC2 | $1,275 | - $1,375 /oz | |||
AISC2 | $960 - $1,020 /oz |
1. | Includes B2Gold's approx. 15% attributable share of Calibre's production. Subsequent to June 20, 2024, B2Gold will no longer record attributable production from Calibre. | 9 |
2. | Non-IFRS Measure. Refer to "Non-IFRS Measures" on slide 2. | |
3. | Includes estimated attributable results for Calibre. |
2025 PRELIMINARY PRODUCTION OUTLOOK
Record Production from B2Gold Operated Mines Expected in 2025
Gold production
1,030 - 1,150 Koz
FEKOLA MINE Mali 54% | 54% | MASBATE GOLD PROJECT The Philippines 17% | ||||
Type | Open Pit / Underground | Type | Open Pit | |||
Gold production | 560 Koz - 610 Koz | 17% | Gold production | 170 Koz - 190 Koz | ||
OTJIKOTO MINE Namibia 17% | BACK RIVER Canada 12% | |||||
Type
Open Pit / Underground | 17% | 12% | Type |
Open Pit / Underground
Gold production
180 Koz - 200 Koz | Gold production |
120 Koz - 150 Koz
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B2Gold Corp. published this content on December 04, 2024, and is solely responsible for the information contained herein. Distributed by Public, unedited and unaltered, on December 04, 2024 at 22:42:40.747.