TerraNova Copper & Minerals Group Business Plan — Projected Cash Flow

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Section 17 · 18 of 21

Projected Cash Flow

The cash flow statement reconciles net profit to the movement in cash, capturing the heavy investing outflows of the build and the financing inflows that fund them. Operating cash flow turns strongly positive as production matures; the cash balance remains positive throughout, supported by the equity-first drawdown and the grace period on debt principal.

Year 1

Year 2

Year 3

Year 4

Year 5

Operating cash flow

-100

-27

397

962

1,871

Investing (capex)

-2,818

-2,823

-2,121

-1,087

-451

Financing

6,040

1,600

610

-381

-1,223

Net change in cash

3,123

-1,250

-1,114

-507

197

Closing cash

3,123

1,873

758

251

448

Figure 21. Cumulative five-year cash flow waterfall (ZAR millions)
Figure 22. Pre-dividend free cash flow to equity

NoteWhy the cash balance holds through the build

The plan draws equity first and phases debt to match capital deployment, holds a grace period on principal through Years 1–2, and defers dividends until the deleverage phase. Together these keep the cash balance positive across the entire ramp, the difference between a financeable structure and a funding gap.