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Bullboard - Stock Discussion Forum BANRO CORP. T.BAA

"Banro Corp through its subsidiaries, is engaged in the exploration and development of its gold properties, including Twangiza, Namoya, Lugushwa and Kamituga."

TSX:BAA - Post Discussion

BANRO CORP. > Halt
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Post by arielpls on Aug 18, 2014 3:50pm

Halt

Banro Announces Financing Plan and Certain Senior Management Changes

- Banro closes a US$35.5 million liquidity backstop facility

- Banro signs a non-binding Memorandum of Understanding for gold sale/streaming transactions for aggregate proceeds of US$121 million

- Banro announces certain changes to senior management team

TORONTO, ONTARIO--(Marketwired - Aug. 18, 2014) - Banro Corporation ("Banro" or the "Company") (NYSE MKT:BAA) (TSX:BAA) announces that it has developed a comprehensive financing plan to stabilize the financial condition of the Company and secure the funds required to achieve full production capacity at its Namoya mine. The financing plan includes the closing of a US$35.5 million liquidity backstop facility today with investment funds managed by Gramercy Funds Management LLC, and the signing of a memorandum of understanding with a private gold group for a US$41 million gold forward sale and a US$80 million gold streaming transaction, both of which are targeted to close in October 2014. The Company developed this program after reviewing financing alternatives with its financial advisors, CIBC World Markets Inc. and Mining Research Group Inc. The Company also announces that Kevin Jennings will be joining Banro as Senior Vice President and Chief Financial Officer effective September 1, 2014 at which date Donat Madilo, the Company's current Chief Financial Officer, will be appointed by Banro to the new role of Senior Vice President, Commercial and DRC Affairs.

"We are pleased to announce this comprehensive financing plan, which has been initiated to address the financial issues that have arisen from the delay in reaching full production at Namoya, Banro's second gold mine in the DRC," commented Banro board chairman Richard Brissenden. "With these financing transactions, Banro will be able to operate from a stable financial position to realize value for its stakeholders. We are also excited to announce that we are supplementing our management team with the addition of Kevin Jennings, whose extensive gold industry experience includes CFO of African Barrick Gold. This will permit Donat Madilo to focus on the important work within the DRC to further strengthen our commercial and governmental relationships. These financing transactions, together with the announced management changes, are part of a comprehensive plan to position Banro to deliver value to all stakeholders as it completes its transition from an exploration and development company to an operating company."

The Liquidity Backstop Facility

Banro closed today a liquidity backstop facility to provide for the private placement of securities comprising senior secured notes ("Notes") and warrants ("Warrants) for gross aggregate proceeds of up to US$35.5 million (the "Financing"), of which US$27.7 million in gross proceeds is being funded today. The facility is provided by investment funds managed by Gramercy Funds Management LLC. The net proceeds of this Financing will be used for the repayment of certain bank loans in the Democratic Republic of the Congo ("DRC") totaling US$12.8 million, to pay the upcoming interest payment due on the Company's currently outstanding notes (issued March 2012), for funding the short-term capital program to acquire an agglomeration plant at Namoya as outlined in the Company's July 9, 2014 press release, to reduce accounts payable, and for general working capital purposes.

Notes issued under the facility will mature on July 31, 2016, but may be prepaid at any time in whole or in part without penalty. The Notes will benefit from support under Banro's Collateral Trust Agreement and will constitute "Priority Lien" or "Parity Lien" Notes depending upon available capacity. Interest will be payable monthly, and the initial interest rate for Priority Lien Notes will be 10% per annum and for Parity Lien Notes will be 15% per annum. Such interest rates, after December 31, 2014, will increase in periodic increments over the life of the Notes. Any interest payable on or before July 31, 2015 may be capitalized to provide greater financial flexibility.

The Warrants have a three-year term and entitle the holders to purchase a total of 13.3 million common shares of the Company at an exercise price of Cdn$0.269 per share. The Warrants will be exercisable for cash, or by a cashless exercise, at the option of the holder.

Copies of the main transaction documents for the Financing will be filed on SEDAR at www.sedar.com and EDGAR at www.sec.gov.

Gold Stream Arrangements Memorandum of Understanding ("MOU")

In addition, Banro has signed a non-binding MOU with a private gold group (the "Buyer") for two gold sale transactions, one for US$41 million relating to the Twangiza mine and the second for US$80 million relating to the Namoya mine.

The Twangiza transaction contemplates the prepayment by the Buyer of US$41 million for its purchase of 40,000 ounces of gold from the Twangiza mine, with the gold deliverable over four years, at 10,000 ounces per year.

The Namoya transaction contemplates a gold stream transaction involving the payment by the Buyer of a deposit in the amount of US$80 million (the "Deposit") and the delivery to the Buyer over time of 10% of the life-of-mine (LOM) gold production from the Namoya mine (or any other projects located within 20 kilometres from the current Namoya gold mine if the gold is processed at the current Namoya processing facility). The amount of gold under the Namoya transaction is subject to a maximum of 12,000 ounces per year. The ongoing payments to Namoya upon delivery of the gold are US$300 per ounce increasing to US$350 per ounce after delivery of the first 200,000 ounces.

Under both the Twangiza and the Namoya arrangements, it is contemplated that the Buyer will have an option to purchase an additional 10% of the gold produced at spot prices. The Namoya gold streaming arrangement may be terminated at any time upon payment to the Buyer of a one-time termination amount that would result in the Buyer receiving an amount equal to an IRR of 15% on the Deposit.

The contemplated use of proceeds from the Twangiza and the Namoya arrangements with the Buyer would include:

  • Repayment of the Notes issued under the liquidity backstop facility;
  • Ensuring accounts payable are reduced and brought current; and
  • Providing funds for ongoing capital requirements and for working capital.

The completion of the Twangiza and the Namoya arrangements, which both have a targeted closing date of October 15, 2014, is subject to completion of due diligence and the entering into of definitive documentation.

Management Changes

Kevin Jennings will be joining Banro as Senior Vice President and Chief Financial Officer effective September 1, 2014. Kevin has over 20 years' experience in corporate finance, corporate development, strategy and senior management positions with global mining companies. Most recently, Kevin served as CFO of SUN Gold. Prior to that, he led the successful IPO of African Barrick Gold where he held the role of CFO, and over his career has managed mining international acquisitions, divestitures and project investments worth more than US$10 billion. Kevin has also served in senior corporate roles with Barrick Gold, (Vice President, Corporate Development), Xstrata Nickel, (Director, Business Optimization), Falconbridge (Director, Business Development), and American Racing Equipment (CFO). Kevin is a Chartered Accountant with a BA in Administrative studies (Honours Accounting) from York University and a BA in Economics from the University of Western Ontario.

Also effective September 1, 2014, Donat Madilo, currently Chief Financial Officer, will be appointed by Banro to the role of Senior Vice President, Commercial and DRC Affairs. Donat has been with the Company for over 17 years, including as CFO since 2007, and has played a major and valuable role in the development of Banro from an exploration company to having two producing gold mines in the DRC. In his new role, he will continue to make a significant contribution going forward as Banro's operations grow in the DRC.

Additional changes to supplement the senior management team are planned.

Corporate Update

Banro also announces the resignation of Matthys J. Terblanche from the Board of Directors, owing to personal circumstances. Mr. Terblanche has agreed to remain available to the Company on a consulting basis. The Company would like to thank Mr. Terblanche for his contribution during his tenure to the development of the Company's financing plan. The Company has initiated a search for a qualified independent director to serve as his replacement.

Kappes Cassiday and Associates

Banro engaged the services of Kappes Cassiday and Associates ("KCA") in July (see the Company's press release dated July 23, 2014), a firm which specializes in the development, engineering and implementation of extractive metallurgical processes for the mining industry, with particular specialist focus on heap leach operations. KCA staff visited site at Namoya at the end of July to assess the current plant and to start to assist in the evaluation and development of options. A central focus of both KCA's initial evaluation and of management's prior planning objectives is the introduction of a traditional agglomeration stage, with cement additions, into the Namoya plant circuit. This will allow the opportunity to fully manage the high fines content of the Namoya ore. A suitable agglomeration drum will be procured while the current installed plant continues to be reviewed and optimised. Namoya will continue production during this procurement and parallel evaluation process.

Forward-Looking Guidance

Banro reaffirms previously released production guidance:

For 2014:

Twangiza - 90,000 to 100,000 ounces
Namoya - 25,000 to 30,000 ounces
2014 TOTAL - 115,000 to 130,000 ounces

For 2015:

Twangiza - 110,000 to 120,000 ounces
Namoya 1H 2015 - monthly production of up to 5,000 ounces
Namoya 2H 2015 - monthly production of up to 8,000 ounces

John Clarke, Chief Executive Officer of Banro, stated "We are pleased to be able to reaffirm the guidance on our production that we provided in early July. Once both mines are stabilized, we expect annual gold production from both Twangiza and Namoya to total 200,000 to 220,000 ounces. At this production level we expect cash costs in the range of US$725 to US$825 per ounce and all-in sustaining costs of US$875 to US$975 per ounce."

This press release does not constitute an offer to sell or a solicitation of an offer to buy nor shall there be any sale of any of the securities in any jurisdiction in which such offer, solicitation or sale would be unlawful. The securities have not been and will not be registered under the United States Securities Act of 1933, as amended (the "U.S. Securities Act"), or the securities laws of any state of the United States and may not be offered or sold within the United States or to US persons (as defined in Regulation S under the U.S. Securities Act) unless registered under the U.S. Securities Act and applicable state securities laws or pursuant to an exemption from such registration requirements.

Comment by Prof_JD on Aug 18, 2014 3:53pm
thats good news man. pour yourself a nice glass of wine for a job well done .
Comment by arielpls on Aug 18, 2014 3:55pm
Prof_JD wrote: thats good news man. pour yourself a nice glass of wine for a job well done . They now have a financial plan to control the debt and fix the problem with Namoya. Now let's be patient.
Comment by 1004 on Aug 18, 2014 3:56pm
ready to move up again!
Comment by EOIM on Aug 18, 2014 4:05pm
Have you really read the news? I wouldnt call it good news because future sales for atleast 10,000 ounces per month is capped to $1000 per ounce. Interest is high as 10% and 15% per annum. Future production mortgaged! This is basically a BOX financing! 
Comment by arielpls on Aug 18, 2014 4:11pm
The Twangiza transaction contemplates the prepayment by the Buyer of US$41 million for its purchase of 40,000 ounces of gold from the Twangiza mine, with the gold deliverable over four years, at  ""10,000 ounces per year""".
Comment by arielpls on Aug 18, 2014 4:13pm
Twanqiza will produce around 110000-120000 ounces per year.. 10 000 per year, it's good...
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