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Armadale Capital PLC

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FY2020 Annual Report · Armadale Capital PLC
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Armadale Capital Plc 

Annual Report and Accounts 

31 December 2020 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Armadale Capital Plc 

Contents 

Officers and Professional Advisers ............................................................................................................. 3 
Strategic Report ......................................................................................................................................... 4 
Directors’ Report ...................................................................................................................................... 11 
Independent Auditor’s Report ................................................................................................................. 17 
Consolidated Statement of Comprehensive Income ............................................................................... 24 
Consolidated Statement of Financial Position ......................................................................................... 25 
Company Statement of Financial Position ............................................................................................... 26 
Consolidated Statement of Changes in Equity ......................................................................................... 27 
Company Statement of Changes in Equity .............................................................................................. 28 
Consolidated Statement of Cash Flows ................................................................................................... 29 
Company Statement of Cash Flows ......................................................................................................... 30 
Notes to the financial statements ........................................................................................................... 31 
Notice of Annual General Meeting .......................................................................................................... 57 

Page | 2 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
Officers and Professional Advisers 

Directors 
Nicholas Johansen – Chairman  
Matt Bull 

Secretary 
Timothy Jones 

Registered office 
I Arbrook Lane 
Esher 
Surrey, KT10 9EG 

Nominated Adviser and Broker 
finnCap Ltd 
60 New Broad Street 
London EC2M 1JJ 

Auditors 
James Cowper Kreston 
Reading Bridge House 
George Street 
Reading 
Berkshire 
RG1 8LS 

Solicitors 
Druces LLP 
Salisbury House 
London Wall 
London EC2M 5PS  

Registrars 
Share Registrars Limited 
Craven House 
West Street 
Farnham 
Surrey GU9 7E 

Armadale Capital Plc 

Page | 3 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Armadale Capital Plc 

Strategic Report  
For the year ended 31 December 2020 

Armadale Capital plc (LON: ACP), the AIM quoted investment group focused on natural resource projects 
in Africa and actively developing the long-life low-cost Mahenge Liandu Graphite Project in Tanzania is 
pleased to announce its Final Results for the Year Ended 31 December 2020.   

Operational and Corporate Highlights for Period Ended 31 December 2020  

Significant progress made in delivering key accretive milestones in advancing the Mahenge Liandu 
Graphite Project in Tanzania  

1.  Completed Definitive Feasibility Study for Mahenge Liandu graphite project (March 2020) 
2.  Updated Mine Plan to materially increase production increasing average annual output from 

80ktpa to 109ktpa of concentrate over life of mine 

3.  Delivered update to Definitive Feasibility Study (June 2020) folding in results from revised Mine 
Schedule using higher-grade cut off of 9% Total Graphitic Carbon (‘TGC’), higher strip ratio of 
1.95:1, and a rescheduled Stage 2 expansion. A significantly increased production profile (30%) 
over the March 2020 Definitive Feasibility Study 

Updated Definitive Feasibility Study – Key Data 

i)  US$985m pre‐tax cashflow generated from initial 15 year mine life  
ii)  Estimated pre‐tax NPV of US$430m (utilising a discount rate of 10%) and IRR of 91%  
iii)  Staged ramp‐up planned to facilitate near term production with 60,000tpa graphite concentrate 
to be produced for the first three years (Stage 1) before increasing to 109,000tpa (Stage 2)  
iv)  Capital cost estimate for Stage 1 is US$39.7m, which includes a contingency of U$S4.1m or 15% 

of total direct capital cost  

v)  1.6-year  payback  for  Stage 1  (after  tax)  based on an  average  sales  price  of  US$1,112/tonne. 

Stage 2 expansion is expected to be funded from cashflow  

4.  Metallurgical test work carried out by Bureau Veritas in Perth confirms Mahenge can produce 
high quality, high purity graphite, with conventional technology achieving consistent purity of 
above 97% TGC, some of the highest grades in the sector.  

This work also confirmed:  

i) 

ii) 

iii) 

Large proportion of concentrates in the medium size fractions, ideally suited to the 
battery market 
Coarser grind sizes can retain a larger proportion of larger flake sizes, suited to the 
expandable and graphite foil markets 
Results are typical of the high purity smaller and medium flake size in the Mahenge 
graphite province 

Page | 4 

 
 
 
 
 
Strategic Report (continued) 
For the year ended 31 December 2020 

Armadale Capital Plc 

5.  Engagement of leading supplier of graphite process plants Xinhai Mineral EPC, to commence 
metallurgical  bulk  test  work  as  part  of  the  first  phase  of  the  Front-End  Engineering  Design 
Studies ('FEED Studies') 

6.  Mining licence application submitted 
7.  Advancing  workstream  to  secure  project  level  funding  mandate,  with  NDAs  signed  with  a 

number of parties (strategic investors, debt providers and potential JV partners) 

8.  Offtakes MOU signed with a number of parties with significant interest shown from additional 
offtake  partners  keen  to  secure  high-grade,  high-purity  Mahenge  graphite.  Advancing 
workstream to progress to binding offtakes 

Post Period End – advancing all workstreams 

1.  CSIRO  (Australia's  Commonwealth  Scientific  and  Industrial  Research  Organisation)  testwork 
confirmed natural flake graphite from Mahenge graphite project as a premium quality product 
with the exceptionally high purity and characteristics required for use in lithium-ion batteries 
2.  Successful  results  from  first  phase  FEED  studies  by  Xinhai  establishes  that  the  selection  of 
equipment  used  in  the  feasibility  study  and  confirms  the  low  capex  high  margin  project 
economics.  Positive  testwork  a  major  de-risking  step  in  confirming  process  flowsheet  as  per 
Definitive Feasibility Study  

3.  Environmental and Social Impact Assessment ('ESIA') formally granted by National Environment 

Management Council ('NEMC') of Tanzania 

4.  Ongoing  review  of  quoted  portfolio,  where  the  Directors  believe  there are  opportunities  for 

capital gains  

5.  Continue to actively review other exciting investment opportunities  

During the year under review, Armadale continued to operate as a diversified investing company natural 
resource projects in Africa. To this end, its portfolio is divided into two groups:  

•  Actively managed investments where the Company has majority ownership of the investment; 

and  

•  Passively managed investments where the Company has a minority investment, typically in a 

quoted company, and does not have management control.  

Currently, the Company’s key actively managed investment is the Mahenge Liandu Graphite Project in 
Tanzania.  

Page | 5 

 
 
 
 
 
Armadale Capital Plc 

Strategic Report (continued) 
For the year ended 31 December 2020 

PASSIVELY MANAGED INVESTMENTS  

Mine Restoration Investments Limited (‘MRI’), South Africa  

The shares in MRI are being carried at Nil market value (2019: Nil) as MRI shares were suspended from 
trading on the Johannesburg Stock Exchange. The MRI shares continued to be suspended throughout 
the year.  

Quoted Portfolio  

The Company has a small portfolio of quoted investments, principally in resource companies where the 
Directors believe there are opportunities for capital gain. The Company continues to keep its portfolio 
under review. The Company’s strategy with its quoted portfolio is to gain exposure in projects that have 
the potential to create short to medium term returns for the Company as well as diversify the Company’s 
exposure to a broader range of commodities while being able to enter and exit the position with minimal 
cost and time.  

The  Company  continues  to  hold  its  strategic  investment  in  Forum  Energy  Metals  Corp,  a  company 
incorporated in Canada and listed on the Toronto Stock Exchange, which the Company acquired in 2019. 

SUSTAINABLE DEVELOPMENT 

The Company is committed to sustainable development and conducting its business ethically. Given that 
the Company invests in the mining industry, one of its key focuses is on maintaining a high level of health 
and safety, environmentally responsibility, and support for the communities close to its investments. 

CORPORATE INFORMATION 

Principal risks and uncertainties 

There  are  known  risks  associated  with  the  mineral  industry,  especially  in Africa.  The  Board  regularly 
reviews the risks to which the Group is exposed and endeavours to minimise them as far as possible. 
The following summary, which is not exhaustive, outlines some of the risks and uncertainties currently 
facing the Group: 

•  The COVID-19 pandemic has risks for the Group in terms of its ability to travel to and from its 
projects and ability for key personnel to access its projects.  As previously reported, the impact 
of COVID-19 pandemic on the project is so far minimal as the Company’s site activities were 
substantially completed in 2019. However, the financial impact on the Company is continuing 
to be evaluated and strategies implemented to reduce cash outflow. 

•  The Group is exposed to graphite. Graphite is a relatively new commodity whose market is being 

• 

driven by demand in renewable energy. It is thus vulnerable to global energy policies. 
In  order  to  achieve  its  long  term  strategy  of  developing  its  exploration  project,  the  Group 
depends  on  the  availability  of  and  access  to  future  funding  within  the  global  economic 
environment. 

Page | 6 

 
 
Armadale Capital Plc 

Strategic Report (continued) 
For the year ended 31 December 2020 

•  The impact of Brexit on companies operating in the UK is still being monitored. Thus far Brexit 

has not impacted the Group’s ability to raise funds. 

•  The  exploration  for  and  development  of  mineral  resources 

involves  technical  risks, 
infrastructure risks and  logistical  challenges, which even a  combination of  careful evaluation 
and knowledge may not eliminate. 

•  There can be no assurance that the Group’s project will be fully developed in accordance with 

• 

current plans. 
Future development work and subsequent financial returns arising may be adversely affected 
by factors outside the control of the Group. 

•  The Group operates in multiple national jurisdictions and is therefore vulnerable to changes in 
its  control.  The  mining  regulation  changes 
government  policies  which  are  outside 
in Tanzania are still being evaluated, however they seem to have minimal impact on investment 
in  graphite  mining.  The  Group  continues  to  monitor  the  implementation  of  the  changes  to 
evaluate and mitigate sovereign risks. 

Some of the mitigation strategies the Group applies in its present stage of development include, among 
others: 

•  Proactive management to reducing fixed costs. 
•  Rationalisation of all capital expenditures. 
•  Maintaining  strong  relationships  with  government  (employing 

local  staff  and  partial 
government  ownership),  which  improves  the  Group’s  position  as  a  preferred  small  mining 
partner. 

•  Engagement with local communities to ensure our activities provide value to the communities 

where we operate. 

•  Alternative and continued funding activities with a number of options to secure future funding 

to continue as a going concern. 

The Directors regularly monitor such risks and will take actions as appropriate to mitigate them. The 
Group manages its risks by seeking to ensure that it complies with the terms of its agreements, and 
through the application of appropriate policies and procedures, and via the recruitment and retention 
of a team of skilled and experienced professionals. 

Key Performance Indicators 

The  Group’s  current  key  performance  indicators  (‘KPIs’)  are  the  performance  of  its  underlying 
investments, measured in terms of the development of the specific projects they relate to, the increase 
in capital value since investment and the earnings generated for the Group from the investment. The 
Directors consider that it is still too early in the investment cycle of any of the investments held, for 
meaningful KPIs to be given. 

Success is also measured through the identification and investment in suitable additional opportunities 
that fit the Group’s investment objectives. 

Page | 7 

 
 
 
 
Armadale Capital Plc 

Strategic Report (continued) 
For the year ended 31 December 2020 

Section 172 Statement 

Section 172(1): A director of a company must act in the way he considers, in good faith, would be most 
likely to promote the success of the company for the benefit of its members as a whole, and in doing so 
have regard (amongst other matters) to — 

Section 172(1) (b) the interests of the company's employees, 

Company’s Comment: While the company is largely staffed by contractor employees (rather than direct 
employees of the Company), the directors consider that continuing active work on the Mahenge Liandu 
Graphite  Project to  be  in  the  best  interest  of  such  staff  to  utilise  their  skills  and  develop  their  local 
communities. The board seeks regular feedback from its key stakeholders (including staff and advisers) 
to ensure that the corporate culture of the Company remains highly ethical in terms of our Company’s 
values and behaviours. 

Section 172(1) (c) the need to foster the company's business relationships with suppliers, customers 
and others, 

Company’s Comment: The directors ensure that suppliers are available and meeting commitments and 
there is good communication with staff as a key requirement for high levels of engagement. This is done 
by periodic and ad-hoc briefings and discussions. 

Reasons  to  engage  shareholders  are  to  meet  regulatory  requirements  and  understand  shareholder 
sentiments on the business, its prospects and performance of management. 

This is done by regulatory news releases, keeping the investor relations section of the website up to 
date, annual and half-year reports and presentations and AGM. 

Section 172(1) (d) the impact of the company's operations on the community and the environment, 

Company’s Comment: The Company’s activities impact communities in the places where we operate 
and  elsewhere.  The  Company  engages  communities  with  employment  /  business  development 
arrangements within guidelines. Through preparation and compliance with environmental and social 
management plans, which include the regulatory requirements for the Company on its Mahenge Liandu 
Graphite Project, the directors ensure that wherever possible its activities have a positive impact on the 
community and avoid adverse environmental impacts. 

The Company has engaged the services of a local contact person in Liandu who provides information to 
the community about our intended project activities and is responsible for managing local affairs and 
feedback to the Company.  

Page | 8 

 
 
 
 
 
Armadale Capital Plc 

Strategic Report (continued) 
For the year ended 31 December 2020 

Section  172(1)  (e)  the  desirability  of  the  company  maintaining  a  reputation  for  high  standards  of 
business conduct, and 

Company’s  Comment:  The  directors  consider  standards  of  business  conduct  in  all  dealings  of  the 
Company.  The members  of  the  board  have a  collective  responsibility and  obligation  to  promote  the 
interests of the Company and are collectively responsible for defining standards of business conduct 
which includes corporate  governance arrangements. The board  provides strategic leadership for the 
Company and operates within the scope of our corporate governance framework and sets the strategic 
goals for the Company. 

Section 172(1) (f) the need to act fairly as between members of the company. 

Company’s Comment: The board takes feedback from a wide range of shareholders (large and small) 
and  endeavours  at  every  opportunity  to  pro-actively  engage  with  all  shareholders  (via  regular  news 
reporting-RNS) and engage with any specific shareholders in response to particular queries they may 
have from time to time. The board considers that its key decisions during the year have impacted equally 
on all members of the Company. 

Board 

Post period end, in March 2021, Ms Amne Suedi and Mr Steve Mahede resigned from the Board as Non-
executive Directors and the Company wishes them well in the future.  

The  Board  is  initiating  a  process  to  review  its  composition  and  consider  suitable  candidates  for  the 
vacancies made recently. 

Financial Results 

For the year ended 31 December 2020 the Group did not earn any revenues as its business related solely 
to the making of investments in non-revenue producing resource projects and companies. 

The Group made a loss after tax of £0.196 million (2019: £0.273 million) for the year ended 31 December 
2020.  Expenditure on the Mahenge Liandu project during the year amounted to £0.662 million (2019: 
£0.593 million), which was capitalised as additional exploration and evaluation assets.   

Funds raised during the year amounted in total to £1.218 million of which £0.550 million came from a 
placing of shares and £0.668 million came from the exercise of warrants and options. Other share issues 
during the year were in respect of loan note conversions.  

At 31 December 2020, the Group had cash of £252,000 (2019: £96,000) and debt of £577,000 (2019: 
£867,000).  Since the year end, the Board has determined that the Company will exercise its right to 
convert all the remaining loan notes together with the associated accrued interest into ordinary shares 
in the Company with the result that the Group will be debt free. 

Page | 9 

 
 
 
 
Armadale Capital Plc 

Strategic Report (continued) 
For the year ended 31 December 2020 

Outlook 

The  Directors  continue  to  believe  that  Mahenge  Liandu  represents  an  exciting  opportunity  for  the 
Group. As identified in the going concern note to the Directors’ Report, the Company’s ability to achieve 
its  strategy  with  respect  to  the  project  is  dependent  on  the  further  fundraising.  Furthermore,  other 
notable investment opportunities are under review, which the board believe could replicate this success 
and deliver significant value to shareholders. 

Nicholas Johansen 

Director 

28 May 2021 

Page | 10 

 
 
 
 
 
 
 
Armadale Capital Plc 

Directors’ Report  
For the year ended 31 December 2020 

The Directors submit their report and the financial statements of Armadale Capital Plc (‘Armadale’ or 
the ‘Company’) for the year ended 31 December 2020. 

Results and dividends 

The  financial  statements  have  been  prepared  in  accordance  with  International  Financial  Reporting 
Standards as adopted by the European Union. The loss of the Group for the year ended 31 December 
2020 was £195,925 (2019, £272,548). As part of the process of preparing these accounts, the Directors 
are required to review the carrying value of all its assets. As a result of this review the Directors have 
concluded that no impairment charge is required (2019, £nil) in the year. 

Corporate governance  

As an AIM company, Armadale Capital Plc is required to adopt a recognised Corporate Governance Code 
and the Company has chosen to apply the Quoted Companies Alliance (“QCA”) Corporate Governance 
Code.  

The  Company  has  published  its  compliance  with  each  of  the  10  principles  of  the  QCA  Code  on  the 
Company’s website, including reasons for departure with certain principles. 

The website disclosures can be found at: http://armadalecapitalplc.com/corporate_governance.  

Business review 

A review of the Group’s operations and plans for the future of the business are included in the Strategic 
Report.  

Directors 

The following Directors have held office during the year: 

Nicholas Johansen  
Matt Bull (appointed 24 April 2020) 
Emmanuel S Mahede (resigned 31 March 2021) 
Anne Suedi (appointed 7 January 2020, resigned 31 March 2021) 
Ged Hall (resigned 16 April 2020) 

Page | 11 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
Armadale Capital Plc 

Directors’ Report (continued) 
For the year ended 31 December 2020 

Directors’ interests 

Directors’ interests, including family interests, in the Ordinary Share capital, were as follows: 

N Johansen 
ES Mahede 
A Suedi 
M Bull 

 *At date of appointment 

31 December 
2020 
No: 
2,012,122 
1,750,000 
- 
27,612,311 

31 December 
2019 
No: 
2,012,122 
1,750,000 
- 
27,612,311* 

Directors’  interests,  including  family  interests,  in  Warrants  to  subscribe  for  Ordinary  Shares  in  the 
Company were as follows: 

ES Mahede 
M Bull 
M Bull 

(2.2p warrants) 
(2.2p warrants) 
(3p warrants) 

*At date of appointment 

Directors also held options over Ordinary Shares as follows: 

N Johansen 
ES Mahede 

Substantial shareholdings   

31 December 
2020 
No: 
750,000 
7,852,273 
1,666,669 

31 December 
2019 
No: 

750,000 
7,852,273* 
1,666,667* 

31 December 
2020 
No: 

31 December 
2019 
No: 

- 
- 

500,000 
500,000 

At 20 May 2021 the Company was aware of the following interests in 3% or more of the issued share 
capital of the Company:      

Hargreaves Lansdown Nominees 
Interactive Investor Services Nominees 
HSDL Nominees 
Barclays Nominees 
Matt Bull 
Lawshare Nominees 
Kabunga Holdings Pty Ltd 
Vidacos Nominees 
JIM Nominees 
Wealth Nominees 

14.5% 
13.0% 
11.9% 
8.7% 
5.7% 
4.4% 
4.1% 
4.0% 
3.9% 
3.2% 

Page | 12 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
   
 
Armadale Capital Plc 

Directors’ Report (continued) 
For the year ended 31 December 2020 

Issue of Shares 

Details of Ordinary Shares issued during the year are set out in note 18 to the financial statements. 

Shares under option or issued on exercise of options and warrants to subscribe for shares 

Shares held under option and warrants to subscribe for shares are detailed in notes 19 and 20 to the 
financial statements. 

Indemnification of officers of the Company 

During the financial year, the Company paid a premium in respect of a contract insuring the Directors 
against liability when acting for the Company. 

Remuneration of Directors 

The directors received the following fees by way of remuneration 

N Johansen 
ES Mahede 
A Suedi 
M Bull 
G Hall 

2020 

£’000 

2019 

£’000 

29 
29 
26 
33 
11 

41 
42 
- 
- 
3 

The Remuneration of Directors is determined by the Board within the limits set out in the Articles of 
Association of the Company. 

Page | 13 

 
 
 
 
 
 
 
 
 
 
Armadale Capital Plc 

Directors’ Report (continued) 
For the year ended 31 December 2020 

Statement of Directors’ responsibilities 

The  Directors  are  responsible  for  preparing  the  strategic  report,  the  annual  report  and  the  financial 
statements in accordance with applicable law and regulations. 

Company law requires the Directors to prepare financial statements for each financial year. Under that 
law the Directors have elected to prepare the Group and Company financial statements in accordance 
with  International  Financial  Reporting  Standards  (IFRSs)  as  adopted  by  the  European  Union.  Under 
company law the Directors must not approve the financial statements unless they are satisfied that they 
give a true and fair view of the state of affairs of the Group and Company and of the profit or loss of the 
Group and Company for that period. The Directors are also required to prepare financial statements in 
accordance  with  the  rules  of  the  London  Stock  Exchange  for  companies  trading  securities  on  the 
Alternative Investment Market.   

In preparing these financial statements, the Directors are required to: 

• 

select suitable accounting policies and then apply them consistently; 

•  make judgements and accounting estimates that are reasonable and prudent; 

• 

state whether the financial statements have been prepared in accordance with IFRS as adopted 
by  the  European  Union,  subject  to  any  material  departures  disclosed  and  explained  in  the 
financial statements; and 

•  prepare  the  financial  statements  on  the  going  concern  basis  unless  it  is  inappropriate  to 

presume that the Company will continue in business. 

The Directors are responsible for keeping adequate accounting records that are sufficient to show and 
explain  the  Company’s  transactions  and  disclose  with  reasonable  accuracy  at  any  time  the  financial 
position  of  the  Company  and  enable  them  to  ensure  that  the  financial  statements  comply  with  the 
Companies Act 2006. They are also responsible for safeguarding the assets of the Group and hence for 
taking reasonable steps for the prevention and detection of fraud and other irregularities. 

Website publication 

The  Directors  are  responsible for  ensuring the annual  report and  the  financial  statements  are  made 
available on a website. Financial statements are published on the Company's website in accordance with 
legislation in the United Kingdom governing the preparation and dissemination of financial statements, 
which may vary from legislation in other jurisdictions. The maintenance and integrity of the Company's 
website is the responsibility of the Directors. The Directors' responsibility also extends to the ongoing 
integrity of the financial statements contained therein. 

Page | 14 

 
 
 
 
 
Armadale Capital Plc 

Directors’ Report (continued) 
For the year ended 31 December 2020 

Going Concern  

The  financial  statements  have  been  prepared  on  the  going  concern  basis  as,  in  the  opinion  of  the 
Directors,  there  is  a  reasonable  expectation  that  the  Group  and  the  Company  will  continue  in 
operational existence for the foreseeable future. 

At 31 December 2020, the Group had cash of £251,738 (2019, £95,641) and convertible loan notes of 
£576,668 (£866,854). During the year, holders of loan notes with a face value of £370,793 elected to 
have their  notes  converted into  ordinary  shares  of  the Company.  Since  the  year  end,  the  Board  has 
determined that the Company will exercise its right to convert all the remaining loan notes together 
with  the  associated  accrued  interest  into  ordinary  shares  in  the  Company  with  the  result  that  the 
Company will be debt free. 

Since the year end, the Company has received £245,000 as a result of warrant exercises. 84.8 million 
warrants remain outstanding. They are exercisable at between 2.2p and 3.25p per warrant and will all 
have expired by April 2022 if not exercised. Given the Company’s current share price, it is reasonable to 
expect that the majority of these warrants will be exercised, potentially generating £2.3 million. 

On 30 March 2021, the Company announced that its Environmental and Social Impact Assessment, a 
key component of the mining licence application process, had been formally approved by the National 
Environment  Management  Council  of  Tanzania  and  on  22  April  2021,  the  Company  announced  the 
successful completion of phase 1 of the metallurgical bulk test work programme. 

At 20 May 2021, the Company had cash of approximately £300,000 and listed investments with a traded 
value of approximately £490,000 together with warrants to acquire further shares with a value, net of 
the subscription cost, of £373,000. The Directors have prepared a cash flow forecast for the next twelve 
months which shows that the cash in hand together with expected further receipts is sufficient to meet 
current commitments in respect of exploration expenditure and corporate overheads for a period of at 
least twelve months, after which further fundraising will be required. 

The Company’s ability to continue as a going concern and to achieve its long term strategy of developing 
its exploration projects is dependent on further fundraising. Against the background of the encouraging 
progress with the Mahenge Liandu graphite project and the Company’s history of raising funds through 
the  issue  of  equity,  the  Directors  consider  that  there  is  a  reasonable  expectation  that  the  required 
capital will be raised. However, there are currently no binding agreements in place. Should the Directors 
be unable to raise sufficient funds, the Company may be unable to realise its assets and discharge its 
liabilities in the normal course of business. 

These factors indicate the existence of a material uncertainty which may cast doubt over the Group’s 
and  Company’s  ability  to  continue  as  a  going  concern.  The  financial  statements  do  not  include  the 
adjustments that would result if the Group or Company were unable to continue as a going concern. 

Page | 15 

 
 
 
 
 
 
 
 
 
 
 
Armadale Capital Plc 

Directors’ Report (continued) 
For the year ended 31 December 2020 

Principal risks and uncertainties 

The Group’s risks and use of financial instruments are described in Note 4 to the financial statements. 
Other risks are described in the Strategic Report.  

Events after the balance sheet date 

Since the year end, the Company has allotted a total of 10,467,915 Ordinary Shares of 0.1p in connection 
with  the  exercise  by  shareholders  of  warrants  issued  in  conjunction  with  previous  share  placings.  
Proceeds received were £245,000.  

On 30 March 2021, the Company announced that its Environmental and Social Impact Assessment had 
been formally approved by the National Environment Management Council of Tanzania. 

On 22 April 2021, the Company announced the successful completion of phase 1 of the metallurgical 
bulk test work programme. 

Directors’ Confirmation 

The Directors who held office at the date of approval of this Directors’ Report confirm that so far as each 
Director is aware: 

(a)  

there is no relevant audit information of which the Company’s auditors are unaware; and 

(b)  

each  Director  has  taken  all  the  steps  that  ought  to  have  been  taken  as  a  director,  including 
that 
making appropriate enquiries of fellow Directors and of the Company’s   auditors 
purpose,  in  order  to  be  aware  of  any  information  needed  by  the  Company’s  auditors  in 
connection with preparing their report and to establish that the Company’s auditors are aware 
of that information. 

for 

By order of the Board 

Timothy Jones 
Secretary 
28 May 2021 

Page | 16 

 
 
 
 
 
 
 
 
 
 
Armadale Capital Plc 

Independent Auditor’s Report to the Shareholders of Armadale Capital Plc  
For the year ended 31 December 2020 

Opinion 

We  have  audited  the  financial  statements  of  Armadale  Capital  Plc  (the  ‘Parent  Company’)  and  its 
subsidiaries  (the  ‘Group’)  for  the  year  ended  31  December  2020  which  comprise  the  consolidated 
statement of comprehensive income, the consolidated and company statements of financial position, 
the  consolidated  and  company  statements  of  changes  in  equity,  the  consolidated  and  company 
statements  of  cash  flows,  and  notes  to  the  financial  statements,  including  a  summary  of  significant 
accounting policies.  

The financial reporting framework that has been applied in the preparation of the financial statements 
is applicable law and International Financial Reporting Standards (IFRSs) as adopted by the European 
Union  and,  as  regards  the  Parent  Company  financial  statements,  as  applied  in  accordance  with  the 
provisions of the Companies Act 2006. 

In our opinion: 

• 

• 

• 

• 

the  financial  statements  give  a  true  and  fair  view  of  the  state  of  the  Group’s  and  of  the  Parent 
Company’s affairs as at 31 December 2020 and of the Group’s loss for the year then ended; 
the Group financial statements have been properly prepared in accordance with IFRSs as adopted 
by the European Union ; 
the Parent Company financial statements have been properly prepared in accordance with IFRSs as 
adopted by the European Union and as applied in accordance with the provisions of the Companies 
Act 2006; and 
the financial statements have been prepared in accordance with the requirements of the Companies 
Act 2006. 

Basis for opinion 

We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and 
applicable  law.  Our  responsibilities  under  those  standards  are  further  described  in  the  Auditor’s 
responsibilities for the audit of the financial statements section of our report. We are independent of 
the Group and the Parent Company in accordance with the ethical requirements that are relevant to 
our audit of the financial statements in the UK, including the FRC’s Ethical Standard as applied to listed 
entities, and we have fulfilled our other ethical responsibilities in accordance with these requirements. 
We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for 
our opinion. 

Material uncertainty related to going concern 

We draw attention note 2.2 to the financial statements which explains that the Parent Company’s and 
the Group’s ability to continue as a going concern is dependent on further fundraising. These conditions 
indicate  the  existence  of  a  material  uncertainty  which  may  cast  significant  doubt  over  the  Parent 
Company’s and the Group’s ability to continue as a going concern. Our opinion is not modified in respect 
of this matter. 

We considered going concern to be a key audit matter based on our assessment of the risk and the 
effect on our audit. 

Page | 17 

 
 
 
 
 
 
 
Armadale Capital Plc 

Independent Auditor’s Report to the Shareholders of Armadale Capital Plc (continued) 
For the year ended 31 December 2020 

How the scope of our audit responded to the risk: 

• 

• 

• 

• 

• 

We  reviewed  the  Directors’  forecasts  to  assess  the  Parent  Company’s  and  Group’s  ability  to 
meet their financial obligations as they fall due within the period of twelve months from the 
date of approval of the financial statements 

We reviewed the assumptions and inputs in the cash flow forecast to assess whether these were 
in line with our understanding of the company’s operations and other information obtained by 
us during the course of the audit   

We assessed whether the forecast overhead expenditure was consistent with budgets and prior 
year actual expenditure. We performed a mechanical check on the cash flow forecast model 
prepared by management 

We challenged the Directors’ expectation that sufficient funds may be secured by reviewing the 
potential  funding  options  available  to  the  Company  and  considering  the  past  success  the 
Company has had in raising equity and debt finance.  

We reviewed the disclosure included within the financial statements.  

An overview of the scope of our audit 

 We conducted our audit in accordance with International Standards on Auditing (UK and Ireland) (‘ISAs 
(UK and Ireland)’).  We designed our audit by determining materiality and assessing the risks of material 
misstatement  in  the  financial  statements.    In  particular,  we  looked  at  where  the  directors  made 
subjective judgements, for example in respect of significant accounting estimates that involved making 
assumptions and considering future events that are inherently uncertain.  As in all our audits we also 
addressed the risk of management override of internal controls, including evaluating whether there is 
evidence of bias by the directors that represented a risk of material misstatement due to fraud. 

We tailored the scope of our audit to ensure that we performed enough work to be able to give an 
opinion on the financial statements as a whole, taking into account our understanding of the Group and 
its environment, the accounting processes and controls, and the industry in which the Group operates.  
We planned our work to include sufficient work in respect of the parent company and the subsidiaries 
to enable us to provide an opinion on the consolidated financial statements. 

The risks of material misstatement that had the greatest effect on our audit, including the allocation of 
our resources and effort, are identified in the Key audit matters section below.  We have also set out 
how we tailored our audit to address these specific areas in order to provide an opinion on the financial 
statements as a whole, and any comments we make on the results of our procedures should be read in 
this context.  This is not a complete list of all risks identified by our audit.  

Page | 18 

 
 
 
 
 
 
 
 
 
 
 
Armadale Capital Plc 

Independent Auditor’s Report to the Shareholders of Armadale Capital Plc (continued) 
For the year ended 31 December 2020 

Key audit matters 

Key audit matters are those matters that, in our professional judgment, were of most significance in our 
audit of the financial statements of the current period and include the most significant assessed risks of 
material  misstatement  (whether  or  not  due  to  fraud)  we  identified,  including  those  which  had  the 
greatest effect on: the overall audit strategy, the allocation of resources in the audit; and directing the 
efforts  of  the  engagement  team.  These  matters  were  addressed  in  the  context  of  our  audit  of  the 
financial statements as a whole, and in forming our opinion thereon, and we do not provide a separate 
opinion on these matters.  

Going concern 

See relevant section above. 

Carrying value of exploration and evaluation assets 

The exploration and evaluation assets of the Group represent the key assets on the Group’s statement 
of financial position.  

There  are  a  large  number  of  estimates  and  judgements  used  by  management  in  assessing  the 
Exploration  and  Evaluation  assets  for  indicators  of  impairment  under  accounting  standards.  These 
estimates and judgements are set out in Note 2.10, note 2.13 and note 3 to the financial statements 
and the subjectivity of these estimates along with the material carrying value of the assets make this a 
key audit area.  

How the scope of our audit responded to the risk: 

We  considered  the  indicators  of  impairment  applicable  to  the  Mahenge  Liandu  exploration  asset, 
including those indicators identified in IFRS 6: ‘Exploration for and Evaluation of Mineral Resources’ and 
reviewed management’s assessment of these indicators. The following work was undertaken:  

•  We discussed the progress of the project and the progress of the relevant licence application 

with management and the directors 

•  We reviewed relevant documentation pertaining to the above 
•  We  reviewed  the  appropriateness  of  the  costs  capitalised  in  accordance  with  IFRS  6: 

‘Exploration for and Evaluation of Mineral Resources’. 

•  We  made  specific  inquires  of  management  and  reviewed  market  announcements  which 
confirmed the plan to continue investment in the Mahenge Liandu project subject to sufficient 
funding being available, as disclosed in note 2.2 

•  We considered whether the detailed feasibility study suggested any indicators of impairment 

for the project.  

•  We  have  reviewed  the  adequacy  of  disclosures  provided  within  the  financial  statements  in 
relation to the impairment assessment against the requirements of the accounting standards.  

Key observations:  

Based on our work we concur with  management’s  conclusion that no impairment was required and 
consider the disclosures included in the financial statements to be appropriate. 

Page | 19 

 
 
 
 
 
 
Armadale Capital Plc 

Independent Auditor’s Report to the Shareholders of Armadale Capital Plc (continued) 
For the year ended 31 December 2020 

Management override 

In preparing the financial statements management are required to make judgements, estimates and 
assumptions that affect the choice and application of accounting policies and the reported amount of 
assets, liabilities, income and expenses.   

How the scope of our audit responded to the risk: 

During  the  course  of  our  audit  we  performed  the  following  procedures  to  address  the  risk  of 
management override: 

•  Gained an understanding of the process in place for posting journal entries; 
•  Assessed the  appropriateness  of  accounting  policy  choices and  the  basis  of  key judgements, 

estimates and assumptions; 

•  Reviewed  journal  entries  during  the  period  for  indicators  of  management  bias,  transactions 

outside the normal course of business or indicators of fraudulent activity; 

•  Examined a sample of journal entries to understand the rationale and assess the accuracy of the 

postings made; and 

•  Considered the value, nature and cause of misstatements identified during the audit to identify 

any indicators of bias. 

Key observations: 

The  results  of  our  testing  were  satisfactory  and  we  consider  the  disclosures  surrounding  accounting 
policy choices and key accounting judgements to be adequate. 

Our application of materiality 

We  define  materiality  as  the  magnitude  of  misstatement  in  the  financial  statements  that  makes  it 
probable  that  the  economic  decision  of  a  reasonably  knowledgeable  person  would  be  changed  or 
influenced. We use materiality both in planning the scope of our audit work and in evaluating the results 
of our work.  

Based  on  our  professional  judgement  we  determined  materiality  for  the  consolidated  financial 
statements as a whole to be £100,000 and for the parent company financial statements to be £100,000 
based upon 2% of net assets. 

We consider net assets to be the financial metric of the most interest to shareholders and other users 
of  the  financial  statements,  given  the  Group’s  status  as  an  exploration  entity  in  natural  resources 
development and therefore consider this to be an appropriate basis for materiality. 

We agreed with the board that we would report to them all individual audit differences identified during 
the course of our audit in excess of £5,000. We also agreed to report differences below these thresholds 
that, in our view, warranted reporting on qualitative grounds.  

Page | 20 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
Independent Auditor’s Report to the Shareholders of Armadale Capital Plc (continued) 
For the year ended 31 December 2020 

Armadale Capital Plc 

Other information 

The  Directors  are  responsible  for  the  other  information.  The  other  information  comprises  the 
information included in the annual report and accounts, other than the financial statements and our 
auditor’s report thereon. Our opinion on the financial statements does not cover the other information 
and,  except  to  the  extent  otherwise  explicitly  stated  in  our  report,  we  do  not  express  any  form  of 
assurance conclusion thereon. 

In  connection  with  our  audit  of  the  financial  statements,  our  responsibility  is  to  read  the  other 
information and, in doing so, consider whether the other information is materially inconsistent with the 
financial  statements  or  our  knowledge  obtained  in  the  audit  or  otherwise  appears  to  be  materially 
misstated.  If  we  identify  such  material  inconsistencies  or  apparent  material  misstatements,  we  are 
required  to  determine  whether  there  is  a  material  misstatement  in  the  financial  statements  or  a 
material misstatement of the other information. If, based on the work we have performed, we conclude 
that there is a material misstatement of this other information, we are required to report that fact.  

We have nothing to report in this regard. 

Opinions on other matters prescribed by the Companies Act 2006 

In our opinion, based on the work undertaken in the course of the audit: 

• 

• 

the information given in the strategic report and the Directors’ report for the financial year for 
which the financial statements are prepared is consistent with the financial statements; and 
the strategic report and the Directors’ report have been prepared in accordance with applicable 
legal requirements. 

Matters on which we are required to report by exception 

In  the  light  of  the  knowledge  and  understanding  of  the  Group  and  the  Parent  Company  and  its 
environment obtained in the course of the audit, we have not identified material misstatements in the 
strategic report or the Directors’ report. 

We have nothing to report in respect of the following matters in relation to which the Companies Act 
2006 requires us to report to you if, in our opinion: 

• 

• 

adequate accounting records have not been kept by the Parent Company, or returns adequate 
for our audit have not been received from branches not visited by us; or 
the Parent Company financial statements are not in agreement with the accounting records and 
returns; or 
• 
certain disclosures of Directors’ remuneration specified by law are not made; or  
•  we have not received all the information and explanations we require for our audit. 

Page | 21 

 
 
 
 
 
 
 
Independent Auditor’s Report to the Shareholders of Armadale Capital Plc (continued) 
For the year ended 31 December 2020 

Armadale Capital Plc 

Responsibilities of Directors 

As explained more fully in the Statement of directors’ responsibilities the Directors are responsible for 
the preparation of the financial statements and for being satisfied that they give a true and fair view, 
and  for  such  internal  control  as  the  Directors  determine  is  necessary  to  enable  the  preparation  of 
financial statements that are free from material misstatement, whether due to fraud or error. 

In preparing the financial statements, the Directors are responsible for assessing the Group’s and the 
Parent Company’s ability to continue as a going concern, disclosing, as applicable, matters related to 
going  concern and using the going concern basis of accounting  unless the Directors either intend to 
liquidate the Group or the Parent Company or to cease operations, or have no realistic alternative but 
to do so. 

Auditor’s responsibilities for the audit of the financial statements 

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole 
are free from material misstatement, whether due to fraud or error, and to issue an Auditor's report 
that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that 
an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it 
exists. Misstatements can arise from fraud or error and are considered material if, individually or in the 
aggregate, they could reasonably be expected to influence the economic decisions of users taken on the 
basis of these financial statements.  

Because of the inherent limitations of an audit, there is a risk that we will not detect all irregularities, 
including those leading to a material misstatement in the financial statements or non-compliance with 
regulation. This risk increases the more that compliance with a law or regulation is removed from the 
events and transactions reflected in the financial statements, as we will be less likely to become aware 
of instances of non-compliance.  

The  risk  is  also  greater  regarding  irregularities  occurring  due  to  fraud  rather  than  error,  as  fraud 
involves intentional concealment, forgery, collusion, omission or misrepresentation.  

The  specific  procedures  for  this  engagement  that  we  designed  and  performed  to  detect  material 
misstatements in respect of irregularities, including fraud, were as follows:  

•  Enquiry of management around actual and potential litigation and claims;  
•  Enquiry  of  management  to  identify  any material instances  of  non-compliance with  laws 

and regulations;  

•  Reviewing financial statement disclosures and testing to supporting documentation to assess 

compliance with applicable laws and regulations;  

•  Performing  audit  work to  address the  risk  of irregularities  due  to management  override  of 
controls,  including  testing  of  journal  entries and  other  adjustments  for  appropriateness, 
evaluating  the  business  rationale  of  significant  transactions outside  the  normal  course  of 
business  and  reviewing  material  financial  reporting  judgements  and  accounting  estimates 
for evidence of bias.  

Page | 22 

 
 
 
 
 
  
  
 
  
Armadale Capital Plc 

Independent Auditor’s Report to the Shareholders of Armadale Capital Plc (continued) 
For the year ended 31 December 2020 

A further description of our responsibilities for the audit of the financial statements is located on the 
Financial Reporting  Council's  website  at:  www.frc.org.uk/auditorsresponsibilities.  This  description 
forms part of our Auditor's report.  

Use of our report 

This report is made solely to the Parent Company’s members, as a body, in accordance with Chapter 3 
of Part 16 of the Companies Act 2006.  Our audit work has been undertaken so that we might state to 
the Parent Company’s members those matters we are required to state to them in an auditor’s report 
and  for  no  other  purpose.    To  the  fullest  extent  permitted  by  law,  we  do  not  accept  or  assume 
responsibility to anyone other than the Parent Company and the Parent Company’s members as a body, 
for our audit work, for this report, or for the opinions we have formed. 

Alan Poole BA (Hons) FCA (Senior Statutory Auditor) 

For and on behalf of James Cowper Kreston   

Statutory Auditors 
Reading Bridge House 
George Street 
Reading 
Berkshire RG1 8LS 

28 May 2021 

Page | 23 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Consolidated Statement of Comprehensive Income 
For the year ended 31 December 2020 

Administrative expenses 

Share based payment charges 

Change in fair value of derivative 

 Change in fair value of investments 

Operating loss  

Finance costs  

Loss before taxation 

Taxation 

Loss for the year from continuing operations  

Armadale Capital Plc 

Note 

2020 

£ 

2019 

£ 

(377,912) 

(468,948) 

- 

37,143 

176,006 

(22,550) 

(45,467) 

46,145 

(164,763) 

(490,820) 

(31,162) 

(21,241) 

(195,925) 

(512,061) 

- 

- 

(195,925) 

(512,061) 

13 

6 

9 

Profit from discontinued operations, net of tax 

10 

- 

239,513 

Loss after taxation  

(195,925) 

(272,548) 

Other comprehensive income 

Items that may be reclassified to profit or loss: 

Reclassification of foreign exchange gain 
Exchange differences on translating foreign entities 
Total comprehensive loss attributable to the equity 
holders of the parent company 

Loss per share attributable to the equity holders of the 
parent company 
Basic and diluted total loss per share 

Basic and diluted loss per share from continuing 
operations 

11 

11 

The notes on pages 31 to 56 form part of the financial statements.  

- 
39,070 

(239,513) 
(93,571) 

(156,855) 

(605,632) 

Pence 

Pence 

(0.04) 

(0.07) 

(0.04) 

(0.14) 

Page | 24 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Consolidated Statement of Financial Position 
At 31 December 2020 

Assets 
Non-current assets 
Exploration and evaluation assets 
Investments 

Current assets 
Trade and other receivables 
Cash and cash equivalents 

Total assets 
Equity and liabilities 
Equity 
Share capital 
Share premium  
Shares to be issued 
Share option and warrant reserve 
Foreign exchange reserve 
Retained earnings 
Total equity  
Current liabilities 
Trade and other payables 
Loans 
Derivative liability 
Total Liabilities 

Armadale Capital Plc 

Note 

2020 
£ 

2019 
£ 

12 
13 

14 

18 
21 
21 
21 
21 
21 

15 
16 
17 

4,417,440 
281,761 
4,699,201 

3,705,210 
105,755 
3,810,965 

121,062 
251,738 
372,800 

159,495 
95,641 
255,136 

5,072,001 

4,066,101 

3,207,382 
22,348,000 
286,000 
762,347 
127,238 
(22,406,009) 
4,324,958 

3,139,135 
21,037,478 
286,000 
661,676 
88,168 
(22,400,310) 
2,812,147 

170,375 
576,668 
- 
747,043 

267,566 
866,854 
119,534 
1,253,954 

Total equity and liabilities 

5,072,001 

4,066,101 

The notes on page 31 to 56 form part of the financial statements. 
Approved by the Board and authorised for issue on 28 May 2020 
Signed on behalf of the Board  

M Bull 
Director  

N Johansen 
Director              

Page | 25 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
         
 
 
Company Statement of Financial Position 
At 31 December 2020 

Assets 
Non-current assets 
Investments 
Other receivables 

Current assets 
Trade and other receivables 
Cash and cash equivalents 

Total assets 

Equity and liabilities 
Equity  
Share capital 
Share premium  
Shares to be issued 
Share option and warrant reserve 
Retained earnings 
Total equity 
Current liabilities 
Trade and other payables 
Loans 
Derivative liability 
Total liabilities 

Armadale Capital Plc 

Note 

2020 
£ 

2019 
£ 

13 
14 

14 

18 
21 
21 
21 
21 

15 
16 
17 

1,881,761 
2,781,448 
4,663,209 

111,642 
218,103 
329,745 

1,705,755 
2,078,657 
3,784,412 

77,097 
88,466 
165,563 

4,992,954 

3,949,975 

3,207,382 
22,348,000 
286,000 
762,347 
(22,273,018) 
4,330,711 

3,139,135 
21,037,478 
286,000 
661,676 
(22,245,747) 
2,878,542 

85,575 
576,668 
- 
662,243 

85,045 
866,854 
119,534 
1,071,433 

Total equity and liabilities 

4,992,954 

3,949,975 

The Company has taken advantage of the exemption conferred by section 408 of Companies Act 2006 
from presenting its own statement of comprehensive income. A loss after taxation of £217,497 (2019: 
£494,403) has been included in the financial statements of the parent company. 

The notes on pages 31 to 56 form part of the financial statements.  
Approved by the Board and authorised for issue on 28 May 2021 
Signed on behalf of the Board  

M Bull 
Director  

N Johansen 
Director                       Company Registration No. 5541602 

Page | 26 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Armadale Capital Plc 

Consolidated Statement of Changes in Equity 
For the year ended 31 December 2020 

Share 
Capital 

Share 
Premium 

Shares to 
be issued 

At 1 January 2019 

£ 
3,038,605 

£ 
20,569,844 

£ 

286,000 

Loss for the year 
Other comprehensive loss 
Total comprehensive loss for the 
year 
Issue of shares and warrants 
Expenses of issue 
Transfer on exercise of warrants 
Share based payment charges 
Total other movements 

- 

- 

- 

- 

100,530 
- 
- 
- 
100,530 

658,308 
(190.674) 
- 
- 
467,634 

- 

- 

- 
- 
- 
- 
- 

Share 
Option and 
Warrant 
Reserve 
£ 
94,884 

- 

- 

546,420 
- 
(2,178) 
22,550 
568,970 

Foreign 
Exchange 
Reserve 

Retained 
Earnings 

Total 

£ 
421,252 

£ 
(21,129,940) 

£ 
 2,280,645 

- 
(333,030) 

(272,548) 

(272,548) 
(333,030) 

(333,030) 

(272,548) 

(605,578) 

- 
- 
- 
- 
- 

- 
- 
2,178 
- 
- 

1,305,258 
(190,674) 
- 
22,550 
1,137,134 

At 31 December 2019 

3,139,135 

21,037,478 

286,000 

661,676 

88,168 

(22,400,310) 

2,812,147 

Loss for the year 
Other comprehensive income 
Total comprehensive loss for the 
year 
Issue of shares and warrants 
Release on conversion of loan 
notes 
Transfer on exercise of warrants 
Total other movements 

- 
- 

- 

- 
- 

- 

68,247 

1,310,522 

- 

- 

- 
68,247 

- 
1,310,522 

- 
- 

- 

- 

- 

- 
- 

- 
- 

- 

- 
39,070 

(195,925) 
- 

(195,925) 
39,070 

39,070 

(195,925) 

(156,855) 

239,556 

- 

(138,885) 
100,671 

- 
- 

- 
- 

- 

1,618,325 

51,341 

51,341 

138,885 
190,226 

- 
1,669,666 

At 31 December 2020 

3,207,382 

22,348,000 

286,000 

762,347 

127,238 

(22,406,009) 

4,324,958 

The notes on pages 31 to 56 form part of the financial statements. 
The following describes the nature and purpose of each reserve within owners’ equity: 

Reserve 
Share capital 
Share premium 

Shares to be issued 
Share option and warrant 
reserve 
Foreign exchange reserve 

Retained earnings 

Description and purpose 
amount subscribed for share capital at nominal value 
amount subscribed for share capital in excess of nominal value, net of                   
allowable expenses 
share capital to be issued in connection with historical acquisition 
cumulative charge recognised under IFRS 2 in respect of share-based 
payment awards 
gains/losses arising on re-translating the net assets of overseas 
operations into sterling 
cumulative net gains and losses recognised in the statement of 
comprehensive income 

Page | 27 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Company Statement of Changes in Equity 
For the year ended 31 December 2020 

Armadale Capital Plc 

Share 
Capital 

Share 
Premium 

Shares to 
be issued 

At 1 January 2019 

£ 
3,038,605 

£ 
20,569,844 

£ 

286,000 

Share 
Option and 
Warrant 
Reserve 
£ 
94,884 

Retained 
Earnings 

Total 

£ 
(21,753,522) 

£ 
 2,235,811 

Loss for the year 
Total comprehensive loss for the 
year 
Issue of shares and warrants 
Expenses of issue 
Transfer on exercise of warrants 
Share based payment charges 
Total other movements 

- 

- 

- 

- 

100,530 
- 
- 
- 
100,530 

658,308 
(190.674) 
- 
- 
467,634 

- 

- 

- 
- 
- 
- 
- 

- 

- 

(494,403) 

(494,403) 

(494,403) 

(494,403) 

546,420 
- 
(2,178) 
22,550 
566,792 

- 
- 
2,178 
- 
2,178 

1,305,258 
(190,674) 
- 
22,550 
1,137,134 

At 31 December 2019 

3,139,135 

21,037,478 

286,000 

661,676 

(22,245,747) 

2,878,542 

Loss for the year 
Total comprehensive loss for the 
year 
Issue of shares and warrants 
Release on conversion of loan 
notes 
Transfer on exercise of warrants 
Total other movements 

- 

- 

- 

- 

68,247 

1,310,522 

- 

- 

- 
68,247 

- 
1,310,522 

- 

- 

- 

- 

- 
- 

- 

- 

(217,497) 

(217,497) 

(217,497) 

(217,497) 

239,556 

- 

1,618,325 

- 

51,341 

51,341 

(138,885) 
100,671 

138,885 
190,226 

- 
1,669,666 

At 31 December 2020 

3,207,382 

22,348,000 

286,000 

762,347 

(22,273,018) 

4,330,711 

The notes on pages 31 to 56 form part of the financial statements. 
The following describes the nature and purpose of each reserve within owners’ equity: 

Reserve 
Share capital 
Share premium 

Shares to be issued 
Share option and warrant 
reserve 
Foreign exchange reserve 

Retained earnings 

Description and purpose 
amount subscribed for share capital at nominal value 
amount subscribed for share capital in excess of nominal value, net of                   
allowable expenses 
share capital to be issued in connection with historical acquisition 
cumulative charge recognised under IFRS 2 in respect of share-based 
payment awards 
gains/losses arising on re-translating the net assets of overseas 
operations into sterling 
cumulative net gains and losses recognised in the statement of 
comprehensive income 

Page | 28 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Consolidated Statement of Cash Flows 
For the year ended 31 December 2020 

Cash flows from operating activities 
Loss before taxation 
Adjustment for: 
Release of exchange gains on overseas operation 
Share based payment charge 
Change in fair value of derivative 
Change in fair value of investments 
Finance costs 

Changes in working capital 
Receivables 
Payables 
Net cash used in operating activities 

Cash flows from investing activities 
Expenditure on exploration and evaluation assets 
Purchase of listed investments 
Net cash used in investing activities 

Cash flows from financing activities 
Proceeds from share issues 
Issue costs 
Issue of loan notes 
Proceeds from loan (Note 16) 
Loan repayment 
Interest paid 
Net cash from financing activities 

Net increase in cash and cash equivalents 
Cash and cash equivalents at 1 January  
Cash and cash equivalents at 31 December  

The notes on pages 31 to 56 form part of the financial statements. 

Armadale Capital Plc 

2020 
£ 

2019 
£ 

(195,925) 

(272,548) 

- 
- 
(37,143) 
(176,006) 
31,162 
(377,912) 

11,182 
(6,729) 
(373,459) 

(239,513) 
22,550 
45,467 
(46,145) 
21,241 
(468,948) 

(44,103) 
(14,868) 
(527,919) 

(689,254) 
- 
(689,254) 

(474,049) 
(58,637) 
(532,686) 

1,245,576 
- 
- 
50,000 
(50,000) 
(26,766) 
1,218,810 

156,097 
95,641 
251,738 

968,696 
(46,500) 
400,000 
30,000 
(235,071) 
(5,189) 
1,111,936 

51,331 
44,310 
95,641 

Page | 29 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Company Statement of Cash Flows 
For the year ended 31 December 2020 

Cash flows from operating activities 
Loss before taxation 
Adjustment for: 
Share based payment charge 
Impairment charge 
Change in fair value of derivative 
Change in fair value of investments 
Finance costs 

Changes in working capital 
Receivables 
Payables 
Net cash used in operating activities 

Cash flows from investing activities 
Advances to subsidiaries 
Purchase of listed investments 
Net cash used in investing activities 

Cash flows from financing activities 
Proceeds from share issues 
Issue costs 
Issue of loan notes 
Proceeds from loan (Note 16) 
Loan repayment 
Interest paid 
Net cash from financing activities 

Net increase in cash and cash equivalents 
Cash and cash equivalents at 1 January  
Cash and cash equivalents at 31 December  

The notes on pages 31 to 56 form part of the financial statements. 

Armadale Capital Plc 

2020 
£ 

2019 
£ 

(217,497) 

(494,403) 

- 
177,827 
(37,143) 
(196,006) 
31,162 
(241,657) 

(61,796) 
530 
(302,923) 

22,550 
168,920 
45,467 
(46,145) 
21,241 
(282,370) 

(63,658) 
9,663 
(336,365) 

(806,250) 
- 
(806,250) 

(637,897) 
(58,637) 
(696,534) 

1,245,579 
- 
- 
50,000 
(50,000) 
26,766 
1,272,345 

129,639 
88,466 
218,103 

968,696 
(46,500) 
400,000 
30,000 
(235,071) 
- 
1,117,125 

84,226 
4,240 
88,466 

Page | 30 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Armadale Capital Plc 

Notes to the financial statements 
For the year ended 31 December 2020 

1. 

Country of incorporation 

The Company was incorporated in the United Kingdom as Watermark Global Plc, a Public Limited 
Company, on 19 August 2005. The name of the Company was changed to Armadale Capital Plc on 
2  July  2013.  Its  registered  office  is  1  Arbrook  Lane,  Esher,  Surrey,  KT10  9EG.  The  Company  is 
domiciled in the UK.  

2. 

Accounting policies 

2.1.  Statement of compliance 

The  financial  statements  have  been  prepared  in  accordance  with  International  Financial 
Reporting Standards (IFRSs) as adopted by the European Union.  

The principal accounting policies are set out below.  

2.2.  Going Concern  

The financial statements have been prepared on the going concern basis as, in the opinion of the 
Directors, there is a  reasonable expectation  that the Group and the Company will continue in 
operational existence for the foreseeable future. 

At 31 December 2020, the Group had cash of £251,738 (2019, £95,641) and convertible loan notes 
of  £576,668  (£866,854).  During  the  year,  holders  of  loan  notes  with  a  face  value  of  £370,793 
elected to have their notes converted into ordinary shares of the Company. Since the year end, 
the Board has determined that the Company will exercise its right to convert all the remaining 
loan notes together with the associated accrued interest into ordinary shares in the Company 
with the result that the Company will be debt free. 

Since the year end, the Company has received £245,000 as a result of warrant exercises. 84.8 
million warrants remain outstanding. They are exercisable at between 2.2p and 3.25p per warrant 
and will all have expired by April 2022 if not exercised. Given the Company’s current share price, 
it  is  reasonable  to  expect  that  the  majority  of  these  warrants  will  be  exercised,  potentially 
generating £2.3 million. 

On  30  March  2021,  the  Company  announced  that  its  Environmental  and  Social  Impact 
Assessment,  a  key  component  of  the  mining  licence  application  process,  had  been  formally 
approved by the National Environment Management Council of Tanzania and on 22 April 2021, 
the Company announced the successful completion of phase 1 of the metallurgical bulk test work 
programme. 

At 20 May 2021, the Company had cash of approximately £300,000 and listed investments with a 
traded value of approximately £490,000 together with warrants to acquire further shares with a 
value, net of the subscription cost, of £373,000. The Directors have prepared a cash flow forecast 
for the next twelve months which shows that the cash in hand together with expected further 
receipts is sufficient to meet current commitments in respect of exploration expenditure and  

Page | 31 

 
 
 
 
 
 
 
 
 
 
Armadale Capital Plc 

Notes to the financial statements (continued) 
For the year ended 31 December 2020 

2.2.  Going Concern (continued) 

corporate overheads for a period of at least twelve months, after which further fundraising will 
be required. 

The Company’s ability to continue as a going concern and to achieve its long term strategy of 
developing its exploration projects is dependent on further fundraising. Against the background 
of the encouraging progress with the Mahenge Liandu graphite project and the Company’s history 
of  raising  funds  through  the  issue  of  equity,  the  Directors  consider  that  there  is  a  reasonable 
expectation  that  the  required  capital  will  be  raised.  However,  there  are  currently  no  binding 
agreements in place. Should the Directors be unable to raise sufficient funds, the Company may 
be unable to realise its assets and discharge its liabilities in the normal course of business. 

These  factors  indicate  the  existence  of  a  material  uncertainty  which  may  cast  doubt  over  the 
Group’s and Company’s ability to continue as a going concern. The financial statements do not 
include the adjustments that would result if the Group or Company were unable to continue as a 
going concern. 

2.3.  Basis of consolidation 

The consolidated financial statements incorporate the financial statements of the Company and 
entities controlled by the Company (its subsidiaries). Control is achieved where the Company has 
the power to govern the financial and operating policies of an entity so as to obtain benefits from 
its activities. 

The  results  of  subsidiaries  acquired  or  disposed  of  during  the  year  are  included  in  the 
Consolidated Statement of Comprehensive Income from the effective date of acquisition and up 
to the effective date of disposal, as appropriate. 

Where necessary, adjustments are made to the financial statements of subsidiaries to bring their 
accounting policies into line with those used by the Group. 

All  intra-group  transactions,  balances,  income  and  expenses  are  eliminated  in  full  on 
consolidation.  

2.4.  Acquisitions of exploration licences 

The  acquisition  of  the  Group’s  exploration  projects  was  principally  the  acquisition  of  mining 
licences effected through non-operating corporate structures. As the structures do not represent 
businesses,  it  is  considered  that  the  transactions  do  not  meet  the  definition  of  business 
combinations.  Accordingly each transaction is accounted for as the acquisition of an asset. When 
future  consideration  for  shares  is  contingent,  the  fair  value  of  the  contingent  shares  at  the 
acquisition date is recognised as part of the cost of the asset. The probability of the contingent 
events being satisfied is included in the calculation of the fair value of the contingent shares. The 
fair value of the contingent shares is also recognised in equity as at the acquisition date and is not 
subsequently revalued. 

Page | 32 

 
 
 
 
 
 
 
 
Armadale Capital Plc 

Notes to the financial statements (continued) 
For the year ended 31 December 2020 

2. 

Accounting policies (continued) 

2.5.  Foreign currencies 

The  individual  financial  statements  of  each  Group  entity  are  presented  in  the  currency  of  the 
primary  economic  environment  in  which  the  entity  operates  (its  functional  currency).  For  the 
purpose of the consolidated financial statements, the results and financial position of each Group 
entity are expressed in pounds sterling, which is the functional currency of the Company and the 
presentation currency for the consolidated financial statements. 

Transactions  in  currencies  other  than  the  entity’s  functional  currency  (foreign  currencies)  are 
recognised at the rates of exchange prevailing at the dates of the transactions. At the end of each 
reporting period, monetary items denominated in foreign currencies are retranslated at the rates 
prevailing at that date. Non-monetary items carried at fair value that are denominated in foreign 
currencies are retranslated at the rates prevailing at the date when the fair value was determined. 
Non-monetary items that are measured in terms of historical cost in a foreign currency are not 
retranslated.  Exchange  differences  are  recognised  in  profit or  loss  in  the  period in  which  they 
arise.    On  disposal  of  foreign  subsidiaries,  accumulated  exchange  movements  arising  in  the 
revaluation of overseas assets and liabilities are released from foreign exchange reserve to the 
profit and loss account.  

For the purpose of presenting consolidated financial statements, the assets and liabilities of the 
Group’s foreign operations are expressed in Pounds using exchange rates prevailing at the end of 
the reporting period. Income and expense items are translated at the average exchange rates for 
the period, unless exchange rates fluctuated significantly during that period, in which case the 
exchange rates at the dates of the transactions are used. Exchange differences arising, if any, are 
recognised in other comprehensive income. 

2.6.  Cash and cash equivalents 

Cash and cash equivalents comprise cash at bank and in hand, with a maturity date of less than 
three months from inception. 

2.7.  Share-based payments 

IFRS 2 ‘Share-based Payment’ requires the recognition of equity-settled share-based payments at 
fair  value  at  the  date  of  grant  and  the  recognition  of  liabilities  for  cash-settled  share  based 
payments at the current fair value at each reporting date. 

The Group provides benefits to employees and service providers (including senior executives) of 
the Group in the form of share based payments, whereby employees render services in exchange 
for shares or rights over shares (equity-settled transactions).  

Where the equity-settled transactions are share options their cost is measured by reference to 
the fair value of the equity instruments at the date at which they are granted. The fair value is 
determined by using a Black-Scholes model.  

Page | 33 

 
 
 
 
 
 
 
 
 
Armadale Capital Plc 

Notes to the financial statements (continued) 
For the year ended 31 December 2020 

2.  Accounting polices (continued) 

2.7.  Share-based payments (continued) 

In valuing equity-settled transactions, no account is taken of any performance conditions, other 
than market conditions linked to the price of the shares of the Company, if applicable.  

The cost of equity-settled transactions is recognised, together with a corresponding increase in 
equity, over the period in which the performance and/or other service conditions are fulfilled, 
ending on  the date  on which  the relevant employees  become  fully  entitled  to  the award  (the 
vesting period). 

The cumulative expense recognised for equity-settled transactions at each reporting date until 
vesting date reflects (i) the extent to which the vesting period has expired and (ii) the Group’s 
best  estimate of  the  number of  equity  instruments  that will ultimately vest.  No  adjustment  is 
made  for  the  likelihood  of  market  performance  conditions  being  met  as  the  effect  of  these 
conditions is included in the determination of fair value at grant date. The profit and loss account 
charge or credit for a period represents the movements in cumulative expense recognised as at 
the beginning and end of that period.  

If an equity-settled award is cancelled, it is treated as if it had vested on the date of cancellation, 
and any expense not yet recognised for the award is recognised immediately. However, if a new 
award is substituted for the cancelled award and designated as a replacement award on the date 
that it is granted, the cancelled and new award are treated as if they were a modification of the 
original award. The dilutive effect, if any, of outstanding options is reflected as additional share 
dilution in the computation of earnings per share. 

Share based payments in respect of third party services are measured by reference to the value 
of services provided and share price at the relevant date. 

2.8.  Warrants 

Warrants issued as part of financing transactions in which the holder receives a fixed number of 
shares on exercise of the warrant are fair valued at the date of grant and recorded within the 
warrant  reserve.  Fair  value  is  measured  by  the  use  of  the  Black  Scholes  model.  On  expiry  or 
exercise, the fair value of warrants is credited to reserves as a change in equity. 

Page | 34 

 
 
 
 
 
 
 
 
 
 
 
Armadale Capital Plc 

Notes to the financial statements (continued) 
For the year ended 31 December 2020 

2.  Accounting polices (continued) 

2.9.  Taxation 

Income tax expense represents the sum of the tax currently payable and deferred tax. 

Current Tax 

The tax currently payable is based on taxable profit for the year. The Group’s liability for current 
tax is calculated using tax rates that have been enacted or substantively enacted by the end of 
the reporting period. 

Deferred tax   

Deferred tax is recognised on temporary differences between the carrying amounts of assets and 
liabilities in the financial statements and the corresponding tax bases used in the computation of 
taxable  profit.  Deferred  tax  liabilities  are  generally  recognised  for  all  taxable  temporary 
differences. Deferred tax assets are generally recognised for all deductible temporary differences 
to  the  extent  that  it  is  probable  that  taxable  profits  will  be  available  against  which  those 
deductible temporary differences can be utilised. Such deferred tax assets and liabilities are not 
recognised if the temporary difference arises from goodwill or from the initial recognition (other 
than in a business combination) of other assets and liabilities in a transaction that affects neither 
the taxable profit nor the accounting profit. 

The carrying amount of deferred tax assets is reviewed at the end of each reporting period and 
reduced to the extent that it is no longer probable that sufficient taxable profits will be available 
to allow all or part of the asset to be recovered. 

Deferred tax assets and liabilities are measured at the tax rates that are expected to apply in the 
period in which the liability is settled or the asset realised, based on tax rates (and tax laws) that 
have been enacted or substantively enacted by the end of the reporting period. The measurement 
of deferred tax liabilities and assets reflects the tax consequences that would follow from the 
manner in which the Group expects, at the end of the reporting period, to recover or settle the 
carrying amount of its assets and liabilities.  

Deferred tax and current tax assets and liabilities are offset when there is a legally enforceable 
right to set off when they relate to income taxes levied by the same taxation authority and the 
Group intends to settle its current tax assets and liabilities on a net basis. 

Current and deferred tax for the period 

Current and deferred tax are recognised as an expense or income in profit or loss, except when 
they relate to items that are recognised outside profit or loss (whether in other comprehensive 
income or directly in equity), in which case the tax is also recognised outside profit or loss, or 
where they arise from the initial accounting for a business combination. In the case of a business 
combination, the tax effect is included in the accounting for the business combination. 

Page | 35 

 
 
 
 
 
 
Armadale Capital Plc 

Notes to the financial statements (continued) 
For the year ended 31 December 2020 

2. 

Accounting polices (continued) 

2.10.  Exploration and evaluation costs 

Once an exploration licence or an option to acquire an exploration licence has been obtained, all 
costs  associated  with  exploration  and  evaluation  are  capitalised  on  a  project-by-project  basis 
pending  determination  of  the  feasibility  of  the  project.  Costs  incurred  include  appropriate 
technical and administrative expenses and a pro-rata share of the Group’s finance costs but not 
general  overheads.  If  a  mining  property  development  project  is  successful,  the  related 
expenditures will be amortised over the estimated life of the commercial ore reserves on a unit 
of production basis. Where a licence is relinquished, a project is abandoned, or is considered to 
be of no further commercial value to the Company, the related costs will be written off to the 
statement  of  comprehensive  income  in  the  period  the  impairment  is  identified.  Unevaluated 
mineral properties are assessed at reporting date for impairment in accordance with the policy 
set  out  below.  If  commercial  reserves  are  developed,  the  related  deferred  development  and 
exploration  costs are then reclassified as development and production assets within property, 
plant and equipment. 

2.11.  Investments 

Investments in subsidiary companies and joint ventures are stated at cost less any provision for 
impairment, which is recognised as an expense in the statement of comprehensive income in the 
period the impairment is identified.  

All other investments are  measured at fair value with changes recognised in the statement of 
comprehensive income. 

2.12.  Impairment of assets  

At  the  end  of  each  reporting  period,  the  Directors  review  the  carrying  amounts  of  assets  to 
determine whether there is any indication that those assets have suffered an impairment loss. If 
any such indication exists, the recoverable amount of the asset is estimated in order to determine 
the extent of the impairment loss (if any). Where it is not possible to estimate the recoverable 
amount  of  an  individual  asset,  the  Group  estimates  the  recoverable  amount  of  the  cash-
generating unit to which the asset belongs.  

Where a reasonable and consistent basis of allocation can be identified, corporate assets are also 
allocated  to  individual  cash-generating  units,  or  otherwise  they  are  allocated  to  the  smallest 
group  of  cash-generating  units  for  which  a  reasonable  and  consistent  allocation  basis  can  be 
identified. 

Recoverable amount is the higher of fair value less costs to sell and value in use. In assessing value 
in  use,  the  estimated  future  cash  flows  are  discounted  to  their  present  value  using  a  pre-tax 
discount rate that reflects current market assessments of the time value of money and the risks 
specific to the asset for which the estimates of future cash flows have not been adjusted.  

Page | 36 

 
 
 
 
 
 
 
 
 
Armadale Capital Plc 

Notes to the financial statements (continued) 
For the year ended 31 December 2020 

2. 

Accounting polices (continued) 

2.12.  Impairment of assets (continued) 

If the recoverable amount of an asset (or cash-generating unit) is estimated to be less than its 
carrying  amount,  the  carrying  amount  of  the  asset  (or  cash-generating  unit)  is  reduced  to  its 
recoverable amount. An impairment loss is recognised immediately in profit or loss, unless the 
relevant  asset  is  carried  at  a  revalued  amount,  whereby  impairment  is  first  allocated  to  the 
revaluation reserve, to the extent that it has been previously revalued, with any excess taken to 
the profit or loss. 

Where  an  impairment  loss  subsequently  reverses,  the  carrying  amount  of  the  asset  (or  cash-
generating unit) is increased to the revised estimate of its recoverable amount, but so that the 
increased  carrying  amount  does  not  exceed  the  carrying  amount  that  would  have  been 
determined had no impairment loss been recognised for the asset (or cash-generating unit) in 
prior years. A reversal of an impairment loss is recognised immediately profit or loss, unless the 
relevant asset is carried at a re-valued amount, in which case the reversal of the impairment loss 
is recognised in other comprehensive income. 

2.13.  Non-current assets held for sale and disposal groups  

Non-current assets and disposal groups are classified as held for sale when:  

•  They are available for immediate sale  
•  Management is committed to a plan to sell  
• 

It  is  unlikely  that  significant  changes  to  the  plan  will be  made  or  that  the  plan  will  be 
withdrawn  

•  An active programme to locate a buyer has been initiated  
•  The asset or disposal group is being marketed at a reasonable price in relation to its fair 

value, and  

•  A sale is expected to complete within 12 months from the date of classification.  

Non-current assets and disposal groups classified as held for sale are measured at the lower of:  

•  Their carrying amount immediately prior to being classified as held for sale in accordance 

with the group's accounting policy; and  

•  Fair value less costs of disposal.  

Following  their  classification  as  held  for  sale,  non-current  assets  (including  those  in  a  disposal  
group) are not depreciated.  

The results of operations disposed during the year are included in the consolidated statement  of 
comprehensive income up to the date of disposal.  

The results of operations disposed during the year are included in the consolidated statement  of 
comprehensive income up to the date of disposal.  

Page | 37 

 
 
 
 
 
 
 
 
 
Armadale Capital Plc 

Notes to the financial statements (continued) 
For the year ended 31 December 2020 

2. 

Accounting polices (continued) 

2.13.  Non-current assets held for sale and disposal groups (continued) 

A  discontinued  operation  is  a  component  of  the  Group's  business  that  represents  a  separate  
major line of business or geographical area of operations or is a subsidiary acquired exclusively  
with a view to resale, that has been disposed of, has been abandoned or that meets the criteria  
to be classified as held for sale.   

Discontinued operations are presented in the consolidated statement of comprehensive income 
as a single line which comprises the post-tax profit or loss of the discontinued operation along 
with the post-tax gain or loss recognised on the re-measurement to fair value less costs to sell or 
on disposal of the assets or disposal groups constituting discontinued operations. 

2.14.  Financial assets 

Loans  and  receivables  are  recognised  when  the  Company  and  Group  become  party  to  the 
contractual provisions of the financial instrument. 

Trade receivables, loans, and other receivables that have fixed or determinable payments that 
are not quoted in an active market are classified as ‘loans and receivables’. Loans and receivables 
are measured at amortised cost using the effective interest method, less any impairment. Interest 
income is recognised by applying the effective interest rate, except for short-term receivables 
when the recognition of interest would be immaterial. Loans and receivables are assessed at each 
reporting date to determine a loss allowance under the expected credit loss model.  

2.15.  Financial liabilities and equity instruments issued by the Group 

Classification as debt or equity 

Debt and equity instruments are classified as either financial liabilities or as equity in accordance 
with the substance of the contractual arrangement. 

Equity instruments 

An equity instrument is any contract that evidences a residual interest in the assets of an entity 
after deducting all of its liabilities. Equity instruments issued by the Group are recognised at the 
proceeds received, net of direct issue costs. 

Financial liabilities 

Financial  liabilities  are  recognised  when  the  Company  and  Group  become  party  to  a  financial 
liability.  Under  IFRS  9,  where  there  is  a  non-substantial  modification  of  financial  liabilities  an 
immediate gain or loss on modification is recognised in the profit and loss account. This gain or 
loss is equal to the difference between the present value of cash flows under the original and 
modified terms discounted at the original effective interest rate. 

Financial liabilities represent trade payables and borrowings. 

Page | 38 

 
 
 
 
 
 
 
Armadale Capital Plc 

Notes to the financial statements (continued) 
For the year ended 31 December 2020 

2. 

Accounting polices (continued) 

2.16.  Financial liabilities and equity instruments issued by the Group (continued) 

Convertible loan notes  

As  detailed  in  note  16,  the  loan  notes  issued  in  2016  are  classified  as  a  compound  financial 
instrument in accordance with the requirements of IFRS 9. The debt element is calculated as the 
present value of future cash flows assuming the loan notes are redeemed at the redemption date, 
discounted at the market rate for an equivalent debt instrument with no option to convert to 
equity. The difference between the total proceeds and the present value of the debt element is 
recognised in equity. The discount is charged over the life of the loan notes to the statement of 
comprehensive  income  and  included  within  finance  expenses.  When  conversion  occurs  the 
associated equity element is released direct to retained earnings. 

As detailed in notes 16 and 17, the conversion option in the loan notes issued in 2019 is classified 
as  a  derivative  instrument  because  the  holders  have  alternative  conversion  options.    The 
derivative element is fair valued at inception and reported separately in current liabilities.  Its fair 
value is then redetermined at each balance sheet date and the gain or loss on revaluation taken 
to profit and loss account.  The amount attributed to derivative at inception is charged over the 
life  of  the  loan  note  to  the  statement  of  comprehensive  income  and  included  within  finance 
expenses.  When conversion occurs, the derivative and liability element are transferred to equity.  

2.16.  New accounting standards 

Certain  new  standards,  amendments  and  interpretations  to  existing  standards  have  been 
published that are relevant to  the Company’s activities and are mandatory for the Company’s 
accounting periods beginning on 1 January 2020.  These include: 

Amendments to References to Conceptual Framework 

IRFS3: Definition of a business 

The above standards had no material impact on the Group’s financial statements. 

A number of new and amended accounting standards and interpretations have been published 
that are not mandatory for the Group’s accounts for the year ended 31 December 2020 and they 
have not been adopted early.  These standards, which are detailed below, are not expected to 
have a material impact on the Group’s consolidated financial statements: 

Amendments to IAS1: Classification of liabilities as current or non-current 
Amendments to IAS 16: Property, plant and equipment 
Amendments to IAS 37: Provisions, contingent liabilities and contingent assets; and 
Amendments to IFRS9, IAS 39 IFRS7, IFRS 4 and IFRS 16: Interest rate benchmark reform 

Page | 39 

 
 
 
 
 
 
 
Notes to the financial statements (continued) 
For the year ended 31 December 2020 

3. 

Significant judgements and sources of estimation uncertainty 

Armadale Capital Plc 

In  preparing  the  annual  financial  statements  of  the  Group,  management  is  required  to  make 
estimates  and  assumptions  that  affect  the  amounts  represented  in  the  annual  financial 
statements  and  related  disclosures.  Use  of  available  information  and  the  application  of 
judgement are inherent in the formation of estimates. Actual results in the future could differ 
from these estimates which may be material to the annual financial statements. The Directors 
consider that the significant sources of estimation uncertainty relate to the value of the Group’s 
exploration  assets,  to  share  based  payment  charges  and  to  the  accounting  treatment  of 
compound financial instruments.  

The principal significant estimates and judgements are: 

Going concern  

The financial statements have been prepared on the going concern basis as, in the opinion of the 
Directors, there is a reasonable expectation that the Group will continue in operational existence 
for the foreseeable future, as explained more fully in note 2.2. 

Exploration and evaluation assets 

These represent the accumulated  costs, including capitalised finance costs, (calculated as that 
proportion  of  total  finance  costs  that  relates  to  the  funding  of  exploration  activity)  and  the 
allocation of wages and salaries to the Group exploration projects. Their commercial realisation 
is dependent upon the successful economic development of the graphite deposits and should the 
development not be achieved, an impairment of these assets would arise. At the year end, the 
Directors  having  taken  into  consideration  the  progress  made  on  the  project  in  respect  of 
environmental approval and metallurgical test results, were of the opinion that there were no 
indicators of impairment in respect of the Mahenge project. 

Impairment of investment in and debts owing by subsidiaries  

Investments  in  subsidiaries  represent  the  accumulated  costs  that  the  parent  Company  has 
invested  in  its  subsidiaries  to  fund  the  mineral  projects.  The  recovery  of  these  investments  is 
dependent upon the successful economic development of the graphite deposits and should the 
development not be achieved, an impairment of these investments would arise.   

Management  has  assessed  the  intercompany  loans  in  line  with  IFRS  9  with  the  calculation  of 
expected credit losses considered a key judgement.  The assessment of the expected credit losses 
is included in Note 14 along with the key assumptions and estimates.  

Convertible loan notes 

The  Company  has  issued  convertible  loan  notes,  the  terms  of  which  provide  the  holders  with 
alternative bases of conversion.  The Directors are required to value the derivative element of the 
loan notes which requires them to make judgements on the relative likelihood that each basis of 
conversion will apply and then to assess the variable inputs for the Black-Scholes model that is 
used to perform the valuation. 

Page | 40 

 
 
 
 
 
 
Armadale Capital Plc 

Notes to the financial statements (continued) 
For the year ended 31 December 2020 

4. 

Financial risk management 

Policy 

The Group and Company regularly monitor the cash position to ensure liabilities can be met. The 
policies on other financial risks are set out below. 

Financial risk factors 

The risk in relation to financial assets is considered to be minimal and is managed on a day-to-day 
basis.  

The Group and Company is exposed to liquidity risk, currency risk and capital risk management 
arising from the financial instruments it holds. The Company has receivables from its subsidiaries 
as disclosed in note 14. The recovery of these receivables is dependent on whether the mining 
projects  are  successful  and  they  are  not  expected  to  be  recovered  in  the  short  term.  The  risk 
management policies employed by the Group and Company to manage these risks are discussed 
below: 

Liquidity risk 

 Liquidity risk is the risk that arises when the maturity of assets and liabilities does not match. The 
Group  and  Company  manages  liquidity  risk  by  maintaining  adequate  reserves  and  banking 
facilities,  by  monitoring  cash  flows  and  managing  the  maturity  profiles  of  financial  assets  and 
liabilities within the bounds of contractual obligations.  

The  Group’s  loan  notes  as  described  in  note  16,  stated  at  their  gross,  contractual  and 
undiscounted amount of £472,399 were issued on 11 July 2016.  Since the year end, the Board 
has determined that the Company will exercise its right to convert all the remaining loan notes 
together with the associated accrued interest into ordinary shares in the Company.  

Currency risk 

Currency risk is the risk that the value of financial instruments will fluctuate due to changes in 
foreign exchange rates. Currency risk arises when future commercial transactions and recognised 
assets and liabilities are denominated in a foreign currency that is not the relevant Company’s 
functional currency. The Group is exposed to foreign exchange risk arising from various currency 
exposures,  primarily  with  respect  to  the  US  and  Australian  Dollar.  The  Group’s  management 
monitors  the  exchange  rate  fluctuations  on  a  continuous  basis.    The  Group’s  loans  are 
denominated in GBP as disclosed in note 16. 

Interest rate risk 

The interest rate on current debt is fixed. 

Page | 41 

 
 
 
 
 
 
 
 
 
 
 
 
 
Armadale Capital Plc 

Notes to the financial statements (continued) 
For the year ended 31 December 2020 

4. 

Financial risk management (continued) 

Capital risk management 

The Group and Company manages its capital to ensure that it will be able to continue as a going 
concern while maximising the return to shareholders through the optimisation of the debt and 
equity balance. This is done through the monitoring of cash flows. 

The capital structure of the Group  and Company  consists of cash and cash equivalents,  equity 
attributable  to  equity  holders  of  the  parent,  (comprising  issued  capital  and  reserves  less 
accumulated losses) and loan notes. 

Commodity risk 

The value of the Group’s exploration and evaluation assets is principally exposed to graphite. The 
value of the projects is vulnerable to fluctuations in the prevailing market price of this commodity. 

Other market price risk 

The Group holds some strategic equity investments in other companies as shown in note 13. The 
Group and Company believe that exposure to market price risk from this activity is acceptable. 

Credit risk 

The Group’s credit risk is primarily attributable to its cash balances. This risk is considered limited 
because the Group cash is held by reputable institutions. The Group’s total credit risk amounts to 
the total of the sum of receivables and cash. At the year-end this amount was £372,800 (2019 - 
£255,136).  

The parent Company financial statements include amounts due from subsidiaries as disclosed in 
Note 14. The credit risk associated with these receivables has been disclosed as a key estimate 
and judgement as discussed in Note 3.  

Fair value estimation 

The fair values of the Group’s and Company’s financial assets and liabilities approximate to their 
carrying amounts at the reporting date. 

Non-current asset investments (excluding investments in subsidiaries at the Company level) are 
measured at fair value. 

Page | 42 

 
 
 
 
 
 
 
 
 
 
 
Armadale Capital Plc 

Notes to the financial statements (continued) 
For the year ended 31 December 2020 

4. 

Financial risk management (continued) 

Financial instruments by category  

The  Group’s  financial  instruments  consist  of  cash  and  cash  equivalents,  trade  and  other 
receivables,  borrowings,  trade  payables  and  accruals  and  convertible  loan  notes.    Financial 
instruments  are  initially recognised  at  fair  value with subsequent measurement depending  on 
classification.  Classification  of  financial  instruments  depends  on  the  purpose  for  which  the 
financial  instruments  were  acquired  or  issued,  their  characteristics,  and  the  Company’s 
designation of such instruments. 

The Group’s and Company’s financial instruments are all subsequently recognised at amortised 
cost, save for listed investments and derivative liabilities which are recognised at fair value.  

5. 

Segmental information 

Costs incurred in developing the Group’s exploration projects are capitalised in full, accordingly, 
the expenses reported in the Consolidated Statement of Comprehensive Income solely represent 
central Group overheads and impairments. 

In terms of assets and liabilities, the only material items are the exploration and evaluation assets 
relating to the Group’s project in Tanzania amounting to £4,417,440 (2019, £3,705,210). 

6. 

Loss before tax 

This is stated after charging: 

Directors’ emoluments - fees 
Auditors’ remuneration:  
Fees  payable  to  the  Company’s  auditors  for  the  audit  of  the 
Group and Company financial statements 
Fees payable to the Company’s auditors for taxation compliance 
services                        
Share based payment charge 
Change in fair value of derivative 
and after crediting: 
Release of exchange gains on overseas operation* 
Change in fair value of investments 
Change in fair value of derivative 

2020 
£ 
98,768 

2019 
£ 
128,704 

22,500 

32,000 

2,500 
- 
- 

- 
176,006 
37,143 

3,850 
22,550 
45,467 

239,513 
46,145 
- 

  * The Company’s interest in the Mpokoto gold project was sold on 11 January 2019, at which 
point  the  accumulated  net  foreign  exchange  gains  arising  on  historical  revaluations  of  the 
investment were released to income from the foreign exchange reserve 

Page | 43 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Notes to the financial statements (continued) 
For the year ended 31 December 2020 

7. 

Employees  

The average monthly number of persons (including Directors) 
employed by the Group and the Company during the year was: 

Management 

Employment costs 

Group 

Armadale Capital Plc 

2020 

2019 

5 

4 

£ 

£ 

Wages and salaries (including Directors) 

156,445 

140,704 

Company 

Wages and salaries (including Directors) 

47,155 

58,236 

Of the Group wages and salaries £52,000 (2019: £56,000) has been capitalised as exploration 
and evaluation expenditure. 

8. 

 Remuneration of Directors of the Company 

Aggregate emoluments  

127,457 

128,704 

The Directors of the Group and Company are considered to be the key management personnel. 

Page | 44 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Notes to the financial statements (continued) 
For the year ended 31 December 2020 

9. 

Taxation  

Continuing operations 

Current Tax  

Armadale Capital Plc 

2019 
£ 

2018 
£ 

Current tax on loss for the year           

- 

- 

Continuing operations 
Factors affecting the tax charge for the year 
Loss on ordinary activities before taxation 
Loss on ordinary activities before taxation multiplied 
by standard rate of UK corporation tax of 19% (2019: 
19%) 
Effects of : 

Expenses disallowed  

Gains not taxable 
Losses carried forward not recognised as a deferred 
tax asset 

UK Corporation tax 

2020 

£ 

2019 

£ 

(195,925) 

(272,548) 

(37,226) 

(51,784) 

- 

12,924 

(40,498) 

(54,275) 

77,724 

93,135 

- 

- 

A deferred tax asset of approximately £1,667,000 (2019: £1,589,000) has not been recognised 
owing  to  the  uncertainty  over  the  timing of  future  recoverability.  The  Group  has  total  carried 
forward losses of £8,772,000 (2019: £8,363,000).  

10.  Profit from discontinued operations, net of tax 

Release of foreign exchange gains 

2020 
£ 

- 

2019 
£ 
239,513 

On  11  January  2019,  the  board  announced  that  agreement  had  been  reached  to  sell  the 
Company’s interest in the Mpokoto gold project for potential consideration of a 1.5% royalty on 
gold sales achieved once in production.  The assets in question had been fully impaired by 31 
December  2018  and  accordingly  no  further  loss  arose  on  disposal.    In  view  of  uncertainty  in 
respect of the receipt of future royalties under the disposal agreement, no value was placed on 
them. 

Page | 45 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Armadale Capital Plc 

Notes to the financial statements (continued) 
For the year ended 31 December 2020 

10.  Profit from discontinued operations, net of tax (continued) 

Following completion of the sale, in accordance with the Group’s accounting policy, accumulated 
net foreign exchange gains were released to income from the foreign exchange reserve. 

11. 

Loss per share 

The calculation of total loss per share is based on a loss of £195,925 (2019: £272,548), and on 
443,889,719 ordinary shares (2019: 371,915,241), being the weighted average number of shares 
in issue during the year. 

There is no difference between basic loss per share and diluted loss per share as the potential 
ordinary shares are anti-dilutive. 

The  Company  has  issued  options  over  ordinary  shares  and  warrants  to  subscribe  for  ordinary 
shares which could potentially dilute basic earnings per share in the future. 

12. 

Exploration and evaluation assets 

Group 

Cost 
At 1 January  
Exchange movements 
Additions 
At 31 December  

2020 
£ 

2019 
£ 

3,705,210 
49,765 
662,465 
4,417,440 

3,192,999 
(80,859) 
593,070 
3,705,210 

Included in additions are capitalised finance costs of £74,367 (2019: £59,245).  

As production has not commenced, no amortisation was charged during the year, in accordance 
with the Group’s accounting policy. 

13. 

Investments 

Non-current asset investments - Group 

Fair value 
At 1 January 2019 
Additions 
Increase in fair value 
At 31 December 2019 
Increase in fair value 
At 31 December 2020 

Listed 
investments 
£ 

973 
58,637 
46,145 
105,755 
176,006 
281,761 

Page | 46 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Notes to the financial statements (continued) 
For the year ended 31 December 2020 

13. 

Investments (continued) 

Non-current asset investments - Company 

At 1 January 2019 
Additions 
Increase in fair value 
At 31 December 2019 
Increase in fair value 
At 31 December 2020 

Armadale Capital Plc 

Subsidiaries 
(at cost) 

£ 

1,600,000 
- 
- 
1,600,000 
- 
1,600 

Listed 
Investments 
(at fair value) 
£ 

Total 

£ 

58,637 
46,145 

973  1,600,973 
58,637 
46,145 
105,755  1,705,755 
176,006 
176,006 
281,761  1,881,761 

The  listed  investment  acquired  in  2019  comprises  2  million  common  shares  of  Forum  Energy 
Metals Corp, incorporated in Canada and listed on the Toronto Stock Exchange. 

The subsidiary companies are: 

Name and nature of business 

Registered Office 

Pty 

Graphite  Advancements 
(intermediate holding company) 
Graphite Advancements (Tanzania)  
Limited* (mining project operator) 
Water Utilities Limited 
(in process of dissolution)  

Ltd 
216 St Georges Terrace, Perth,  
WA 6000, Australia 
PO Box 105589, Dar es Salaam, 
Tanzania 
171 Main Street, Road Town, 
British Virgin Islands 

Class of  
shares 
Ordinary 

%  
held 
100 

Ordinary 

100 

Ordinary 

100 

*Held through Graphite Advancements Pty Ltd 

Under  the  terms  of  acquisition  of  Netcom  Global  Inc,  a  former  subsidiary  company,  further 
ordinary shares in the Company are potentially to be issued to the vendors as follows: 

•  up to 160 million (now 1.07 million*) Shares to be issued upon the completion of two key 

milestones (the “Milestone Shares”): 

•  60 million (now 0.4 million*) Ordinary Shares upon the delineation of a JORC reserve of 

at least 120,000 ounces of gold; and 

•  100 million (now 0.667 million*) Ordinary Shares upon the production of the first 5,000 

ounces of gold from the project. 

Page | 47 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Armadale Capital Plc 

Notes to the financial statements (continued) 
For the year ended 31 December 2020 

13. 

Investments (continued) 

The  Directors  assessed  a  100%  likelihood  of  the  first  milestone  being  achieved  and  a  50% 
likelihood of the second milestone being achieved. 

The value of the milestone shares was included as part of the cost of the investment in Netcom, 
valued at 0.26p per share. 

The  conditions  applying  to  the  Milestone  Shares  have  not  yet  been  fulfilled.  Despite  the 
subsequent disposal of Netcom Global Inc., the Company has retained the obligation to issue the 
Milestone Shares should the conditions be fulfilled. 

*refer to note 18 for more details on share consolidation and restructure 

14. 

Trade and other receivables  

Group  

Other receivables 
Total current receivables 

Company  
Amounts owed by group undertakings  
Provision for impairment  

Other receivables 
Total current receivables 

2020 
£ 

2019 
£ 

121,062 
121,062 

159,495 
159,495 

3,476,810 
(695,362) 
2,781,448 

2,596,192 
(517,535) 
2,078,657 

111,642 
2,893,090 

77,097 
2,155,754 

Page | 48 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Armadale Capital Plc 

Notes to the financial statements (continued) 
For the year ended 31 December 2020 

14. 

Trade and other receivables (continued) 

Mahenge Liandu Graphite Project  

The provision against the intercompany loans arises from the application of the expected credit 
loss model under IFRS 9. The loans to the subsidiary companies are repayable on demand. As the 
subsidiaries do not have sufficient current assets to repay the loans, the loans will be classified as 
stage 3 of the expected credit loss model. In the current year £177,827 has been recognised under 
the expected credit loss model resulting in an accumulated provision of £695,362.  

As  part  of  assessing  the  intercompany  loan  receivable,  the  Directors  have  considered  the 
exploration  project  risks  provided  in  the  competent  persons  report  along  with  the  cash  flow 
scenarios for the repayment of the loan. Notwithstanding the requirements of IFRS 9 in respect 
to  the  assessment  of  the  intercompany  loan,  the  Directors  have  identified  no  indicators  of 
impairment in the Group accounts and the project is highly prospective with significant upside 
potential. 

15. 

Trade and other payables  

Group  

Trade payables 
Other creditors and accruals 

Company 

Trade payables 
Other creditors and accruals  

  All trade and other payables are due within three months. 

2020 
£ 
100,094 
70,281 
170,375 

2019 
£ 
190,245 
77,321 
267,566 

33,354 
52,221 
85,575 

30,212 
54,833 
85,045 

Page | 49 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Notes to the financial statements (continued) 
For the year ended 31 December 2020 

16. 

Loans 

Group and Company 

At 1 January 2019 
Drawn down 
Notes issued 
Transfer to derivative element 
Accrued interest 
Accretion of liability 
Interest paid 
Capital repaid 
At 31 December 2019 

Drawn down 
Converted 
Accrued interest 
Accretion of liability 
Interest paid 
Capital repaid 
At 31 December 2020 

10% Notes (issued 2016) 

Armadale Capital Plc 

Loan 

10% Notes 
(Issued 2016) 

£ 

£ 

205,071 
30,000 
- 
- 
20,028 
- 
(20,028) 
(235,071) 
- 

50,000 
- 
5,000 
- 
(5,000) 
(50,000) 
- 

472,399 
- 
- 
- 
49,466 
- 
- 
- 
521,865 

- 
- 
54,803 
- 
- 
- 
576,668 

10% 
Notes 
(issued 
2019) 

£ 

- 
- 
400,000 
(74,067) 
6,712 
12,344 
- 
- 
344,989 

- 
(370,793) 
16,897 
30,673 
(21,766) 
- 
- 

Total 

£ 

677,470 
30,000 
400,000 
(74,067) 
76,206 
12,344 
(20,028) 
(235,071) 
866,854 

50,000 
(370,793) 
76,700 
30,673 
(26,766) 
(50,000) 
576,668 

The 10% Loan Notes issued on 11 July 2016 were part of the consideration for the acquisition of 
Graphite Advancements Pty Ltd (see note 12). The Loan Notes are unsecured, accrue interest at 
10% per annum, and are convertible at the option of the Company into Ordinary Shares at 2p 
per Ordinary Share, together with any interest owing. The Loan Notes convert 12 months from 
issue, or earlier at the option of the Company, provided such conversion does not result in the 
holders owning more than 29.9% of the issued share capital of the Company.  On 11 July 2017, 
the loan notes matured.  4,343,724 shares of nominal value 0.1p were issued at a share price of 
2p. All other loan notes were extended by the holders and, since the year end, the Board has 
determined  that  the  Company  will  exercise  its  right  to  convert  all  the  remaining  loan  notes 
together with the associated accrued interest into ordinary shares in the Company.  

Page | 50 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Armadale Capital Plc 

Notes to the financial statements (continued) 
For the year ended 31 December 2020 

16. 

Loans (continued) 

10% Notes (issued 2019) 

On 30 October 2019, the Company announced the issue of a new £400,000 convertible 10% loan 
note with a maturity date of 6 November 2020.  Holders were able at any time up to the 11th 
trading day prior to maturity, to convert their notes at a fixed price of 3p per share and all holders 
chose to do so.  Accordingly, the alternative conversion option whereby, in the final ten trading 
days, holders would have been able to convert at a price per share set at 90% of the Volume 
Weighted Average Share Price of the previous 10 trading days ceased to apply.   

Under  IFRS  9,  the  option  to  convert  constitute  an  embedded  derivative  which  had  to  be 
separated from the underlying obligation on the basis of its fair value, which value had to be 
reassessed  at  each accounting  date (see  note 17).    The  remaining liability  element  had  to  be 
restored to its original face value by means of accretion charged over the life of the notes. 

Loan 

The 2019 loan was advanced under the terms of a £400,000 facility contracted on 11 October 
2017. The loan bore interest at 10% per annum and has been repaid in full in cash.  

On 30  October  2019,  the  Company  agreed  the  terms  of  a  new  12  month facility of  £300,000 
which may be drawn down in whole or in part, at any time.  If an amount were drawn down an 
additional 10% was added to the amount drawn and this became the amount to be repaid.  There 
were no other charges and no facility fee.  The lender had conversion options on the same terms 
as the 2019 loan note holders.  

17.  Derivative liability 

Group and Company 
At 1 January 2019 
Transferred from loan note liability 
Increase in fair value 
At 31 December 2019 
Decrease in fair value 
Converted 
At 31 December 2020 

£ 

- 
74,067 
45,467 
119,534 
(37,143) 
(82,391) 
- 

To  determine  the  derivative  liability,  its  value  was  calculated  on  the  basis  of  both  conversion 
options (see note 16) and an average of the two valuations, weighted by reference to the relative 
expectations that each would apply, was computed. 

Page | 51 

 
 
 
 
 
 
 
Notes to the financial statements (continued) 
For the year ended 31 December 2020 

17. Derivative liability (continued) 

Armadale Capital Plc 

The fixed price conversion option was valued using the Black-Scholes model with the following 
inputs 

Share price at issue (30 October 2019) 
Share price at year end 
Conversion price 
Expected volatility 
Risk free rate of interest 
Expected dividend yield 
Expected life 

2.7p 
3.7p 
3p 
82% 
0.58% 
0% 
1 year 

The  variable  price  conversion  option  was  valued  on  the  basis  of  the  discount  to  market  price 
applicable under this option. 

In determining the weighting to be applied the Directors took account of subsequent share price 
movements and of the uncertainties associated with projects of this nature. They concluded that 
the two options were equally likely to apply. 

The valuation exercise was repeated at each reporting date and the resultant change in fair value 
was included in the statement of comprehensive income. 

Page | 52 

 
 
 
 
 
 
 
 
 
 
 
Notes to the financial statements (continued) 
For the year ended 31 December 2020 

18.  Share capital 

Armadale Capital Plc 

Ordinary Shares 
of 0.01p/0.1p each* 
Number 

£ 

Deferred Shares 
of 0.14p each 

Deferred Shares 
of 1.4p each 

Total 

Number 

£ 

Number 

£ 

£ 

At 1 January 2019 
Issue of shares: 
Placings 
On exercise of 
warrants 
At 31 December 2019 
Issue of shares: 
Placings 
On exercise of 
warrants 
On conversion of loan 
notes 
At 31 December 2020 

303,033,975 

303,034 

1,531,374,350  2,143,923 

42,260,533  591,648 

3,038,605 

100,075,506 

100,076 

- 

- 

- 

- 

100,076 

453,749 
403,563,230 

454 
403,564 

- 
- 
1,531,374,350  2,143,923 

- 
- 
42,260,533  591,648 

454 
3,139,135 

24,444,444 

24,445 

30,469,356 

30,469 

- 

- 

- 

- 

- 

- 

- 

- 

24,445 

30,469 

13,333,329 
471,810,359 

13,333 
471,811 

- 
- 
1,531,374,350  2,143,923 

- 
- 
42,260,533  591,648 

13,333 
3,207,382 

*The nominal value of each Ordinary Share was 0.01p until the consolidation and reorganisation 
of the share capital on 22 June 2015 and 0.1p thereafter. 

In April 2020, 22,222,222 shares were placed at 2.25p per share raising £550,000.  During the year 
warrants  to  subscribe  for  29,469,356  shares  at  2.2p  per  share  and  options  to  subscribe  for 
1,000,000 shares at 2p per share were exercised raising £668,326 in total.  Details of warrants are 
in note 19. 

Page | 53 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Notes to the financial statements (continued) 
For the year ended 31 December 2020 

19.  Warrants to subscribe for Ordinary Shares 

Armadale Capital Plc 

In connection with the placing of shares in February 2019, 72,297,728 warrants to subscribe for 
shares in the Company were issued (one for each share placed) at a price of 2.2p per share with a  
life to expiry of three years. 

In connection with the placing of shares in September 2019, 27,777,778 warrants to subscribe for 
shares in the Company were issued (one for each share placed) at a price of 3.0p per share with a 
life to expiry of three years. 

In connection with the placing of shares in April 2020, 24,444,444 warrants to subscribe for shares 
in the Company were issued (one for each share placed) at a price of 3.25p per share with a life to 
expiry of two years. 

A summary is as follows  

February 2019 
Warrants 
(2.2p) 

- 
72,992,728 
(453,749) 
72,538,979 
- 
(29,469,356) 
43,069,623 

September 
2019 
Warrants 
(3.0p) 

- 
27,777,778 
- 
27,777,778 
- 
- 
27,777,778 

April 2020 
Warrants 
(3.25p) 

- 
- 
- 

24,444,444 
- 
24,444,444 

Total 

- 
100,770,506 
(453,749) 
100,316,757 
24,444,444 
(29,469,356) 
95,291,845* 

At 1 January 2019 
Issued 
Exercised 
At 31 December 2019 
Issued  
Exercised 
At 31 December 2020 

* representing 20.2% of the issued share capital of the Company 

 The estimated fair value of the  April 2020 warrants, calculated using the Black-Scholes model, 
was £239,556.  This amount was charged to the share premium account to recognise the cost of 
issuing the warrants. 

The inputs to the model were as follows: 

Share price 
Subscription price 
Expected volatility 
Risk free rate of interest 
Expected dividend yield 
Expected life 

2.3p 
3.25p 
100% 
0.6% 
0% 
2 years 

Expected volatility was determined by reference to the historical volatility of the Company’s share 
price. 

Page | 54 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Notes to the financial statements (continued) 
For the year ended 31 December 2020 

20. 

Share based payment arrangements  

A summary of outstanding options is as follows: 

Exercise 
price 

At 1 
January 
2019 

Granted 

Lapsed 

At 31 
December 
2019 

- 

- 

- 

- 

250,000 

250,000 

250,000 

250,000 

250,000 

250,000 

250,000 

250,000 

- 

- 

- 

- 

Directors 
ES Mahede 
Granted 
10.08.16 
Granted 
10.08.16 
N Johansen 
Granted 
18.10.16 
Granted 
18.10.16 
P Johnson 
Granted 
11.03.19 
W Frewen 
Granted 
21.07.16 
Consultants 
Granted 
01.10.13  
Granted 
19.11.14  

3p 

4p 

4p 

5p 

2.2p 

2p 

15p 

15p 

Armadale Capital Plc 

Exercised 

Lapsed 

At 31 
December 
2020 

- 

- 

- 

- 

- 

(250,000) 

(250,000) 

(250,000) 

(250,000) 

- 

- 

- 

- 

- 

- 

- 

- 

5,000,000 

- 

66,667 

300,000 

- 

(2,500,000) 

5,000,000 

7,500,000 

1,000,000 

1,000,000 

(1,000,000) 

66,667 

300,000 

- 

- 
2,366,667  7,500,000 

- 

- 

66,667 

300,000 

- 

- 

(2,500,000) 

7,366,667 

(1,000,000) 

(1,000,000) 

5,366,667* 

The number of options and their exercise prices have been adjusted for the effects of the share 
capital sub-division on 28 June 2013 and the share capital consolidation and reorganisation on 22 
June 2015 

*representing 1.33% (2019, 2.43%) of the issued share capital of the Company 

All the outstanding options held at the year-end were exercisable at a weighted average exercise 
price of 3p (2019:3p). 

The Johnson options have a life of three years from the date of grant. The consultant options have 
a life of 10 years.  All options are time based with no other conditions.  

Page | 55 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Armadale Capital Plc 

Notes to the financial statements (continued) 
For the year ended 31 December 2020 

21.    Reserves 

A  description  of  the  nature  of  each  Reserve  and  a  summary  of  movements  are  shown  in  the 
Statements of Changes in Equity on pages 27 and 28. 

22. 

 Related party transactions  

In respect of the Company, amounts, net of provisions, due from subsidiary undertakings were 
£2,781,448  (2019  £2,078,657),  the  movement  being  amounts  lent  to  the  subsidiaries  less  an 
increase in provisions. 

23.     Ultimate controlling party 

There was no ultimate controlling party during the year. 

24. 

Subsequent events 

Since the year end, the Company has allotted a total of 10,467,915 Ordinary Shares of 0.1p in 
connection  with  the  exercise  by  shareholders  of  warrants  issued  in  conjunction  with  previous 
share placings. Proceeds received were £245,000.  

On 30 March 2021, the Company announced that its Environmental and Social Impact Assessment 
had been formally approved by the National Environment Management Council of Tanzania. 

On  22  April  2021,  the  Company  announced  the  successful  completion  of  phase  1  of  the 
metallurgical bulk test work programme. 

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Armadale Capital Plc 

Notice of Annual General Meeting 

ARMADALE CAPITAL PLC 
1 Arbrook Lane, Esher, Surrey, KT10 9EG 

Notice of Annual General Meeting 

Notice is hereby given that the Annual General Meeting of Armadale Capital Plc (‘the Company’) will be 
held at Suite 2, 1 Altona Street, West Perth, Western Australia on 28 June 2021 at 17.00 AWST (10:00 
BST) for the purpose of considering and, if thought fit, passing the following Resolutions which will be 
proposed as ordinary resolutions in the cases of Resolutions 1 to 4 and as a special resolution in the case 
of Resolution 5. 

As a result of the ongoing coronavirus global pandemic and the measures put in place to restrict public 
gatherings and all but essential travel, for the safety of our shareholders, our advisers and the general 
public,  attendance  at  the  Annual  General  Meeting  in  person  will  not  be  possible  and  shareholders, 
proxies and corporate representatives  will not be permitted entry.   Shareholders are encouraged  to 
vote by proxy in advance of the meeting following the procedure set out below.  Voting at the meeting 
will be carried out by way of a poll so that proxy votes can be taken into account.  The results of the poll 
will be announced as soon as practicable after the meeting. 

ORDINARY BUSINESS 

1.  To receive the report of the Directors and the audited financial statements of the Company for 

the year ended 31 December 2020. 

2.  To  reappoint  Nicholas  Johansen  as  a  Director  of  the  Company,  who  resigns  by  rotation  and 

offers himself for reappointment under the Articles of Association of the Company. 

3.  To reappoint James Cowper Kreston as auditors of the Company to act until the conclusion of 
the  next  Annual  General  Meeting  and  to  authorise  the  Directors  to  determine  the 
remuneration of the auditors. 

SPECIAL BUSINESS 

ORDINARY RESOLUTION 

4.  That in substitution for all existing and unexercised authorities, the Directors of the Company 
be and they are hereby generally and unconditionally authorised for the purpose of section 551 
of the Companies Act 2006 (‘the Act’) to exercise all or any of the powers of the Company to 
allot Relevant Securities (as defined in this Resolution) up to a maximum nominal amount of 
£200,000 provided that this authority shall, unless previously revoked or varied by the Company 
in general meeting, expire on the earlier of the conclusion of the next Annual General Meeting 
of the Company or 15 months after the passing of this Resolution, unless renewed or extended 
prior  to  such  time  except  that  the  Directors  of  the  Company  may  before  the  expiry  of  such 
period  make  an  offer  or  agreement  which  would  or  might  require  Relevant  Securities  to  be 
allotted after the expiry of such period and the Directors of the Company may allot Relevant 
Securities in pursuance of such offer or agreement as if the authority conferred hereby had not 
expired. In this Resolution, “Relevant Securities” means any shares in the capital of the Company 
and the grant of any right to subscribe for, or to convert any security into, shares in the capital 
of the Company (“Shares”) but does not include the allotment of Shares or the grant of a right 
to subscribe for Shares in pursuance of an employee’s share scheme or the allotment of Shares 
pursuant to any right to subscribe for, or to convert any security into, Shares. 

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Armadale Capital Plc 

SPECIAL RESOLUTION 

5.  That in substitution for all existing and unexercised authorities and subject to the passing of the 
preceding  Resolution,  the  Directors  of  the  Company  be  and  they  are  hereby  empowered 
pursuant to section 570 of the Act to allot equity securities (as defined in section 560 of the Act) 
for cash pursuant to the authority conferred upon them by the preceding Resolution as if section 
561(1) of the Act did not apply to any such allotment provided that the power conferred by this 
Resolution, unless previously revoked or varied by special resolution of the Company in general 
meeting, shall be limited to: 

(a) 

(b) 

the allotment of ordinary shares of 0.1p each in the capital of the Company arising from the 
exercise of options and warrants outstanding at the date of this Resolution; 

the  allotment  of  equity  securities  in  connection  with  a  rights  issue  in  favour  of  ordinary 
shareholders 
where the equity securities respectively attributable to the interest of all such shareholders are 
proportionate (as nearly as may be) to the respective numbers of the ordinary shares held by 
them subject only to such exclusions or other arrangements as the Directors of the Company may 
consider appropriate to deal with fractional entitlements or legal and practical difficulties under 
the laws of, or the requirements of any recognised regulatory body in, any territory; and 

(c) 

the allotment (otherwise than pursuant to subparagraphs (a) and (b) above) of equity securities 
up to an aggregate nominal amount of £200,000; 

and shall expire on the earlier of the date of the next Annual General Meeting of the Company or 15 
months from the date of the passing of this Resolution save that the Company may before such expiry 
make an offer or agreement which would or might require equity securities to be allotted after such 
expiry and the Directors may allot equity securities in pursuance of such offer or agreement as if the 
power conferred hereby had not expired. 

Registered Office: 
1 Arbrook Lane 
Esher, Surrey, KT10 9EG 

28 May 2021 

By order of the Board 
Timothy Jones 
Company Secretary 

Notes to the Notice of Annual General Meeting 
Entitlement to attend and vote 
1.  Pursuant to Regulation 41 of the Uncertificated Securities Regulations 2001, the Company specifies 
that only those members registered on the Company’s register of members 48 hours before the 
time of the Meeting shall be entitled to attend and vote at the Meeting. 

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Armadale Capital Plc 

Appointment of proxies 
2. 

If you are a member of the Company at the time set out in note 1 above, whether or not you are 
able to attend the meeting, you may use the enclosed form of proxy to appoint a proxy to exercise 
all or any of your rights to attend, speak and vote at the Meeting and you should have received a 
proxy form with this notice of meeting. You can only appoint a proxy using the procedures set out 
in these notes and the notes to the proxy form. 

3.  A proxy does not need to be a member of the Company but must attend the Meeting to represent 
you. Details of how to appoint the Chairman of the Meeting or another person as your proxy using 
the proxy form are set out in the notes to the proxy form. If you wish your proxy to speak on your 
behalf at the Meeting you will need to appoint your own choice of proxy (not the Chairman) and 
give your instructions directly to them. 

4.  You may appoint more than one proxy provided each proxy is appointed to exercise rights attached 
to different shares. You may not appoint more than one proxy to exercise rights attached to any 
one share. To appoint more than one proxy, please contact the registrars of the Company, Share 
Registrars Limited on 01252 821 390. 

5.  A vote withheld is not a vote in law, which means that the vote will not be counted in the calculation 
of votes for or against the resolution. If no voting indication is given, your proxy will vote or abstain 
from voting at his or her discretion. Your proxy will vote (or abstain from voting) as he or she thinks 
fit in relation to any other matter which is put before the Meeting. 

Appointment of proxy using hard copy proxy form 
6.  The notes to the proxy form explain how to direct your proxy how to vote on each resolution or 

withhold their vote. 
To appoint a proxy using the proxy form, the form must be: completed and signed; 

sent or delivered to Share Registrars Limited at The Courtyard, 17 West Street, Farnham, Surrey 
GU9 7DR or by facsimile transmission to 01252 719 232; and received by Share Registrars Limited 
no later than 48 hours (excluding non-business days) prior to the Meeting. 

In the case of a member which is a Company, the proxy form must be executed under its common 
seal or signed on its behalf by an officer of the Company or an attorney for the Company. 

Any  power  of  attorney  or  any  other  authority  under  which  the  proxy  form  is  signed  (or  a  duly 
certified copy of such power or authority) must be included with the proxy form. 

Appointment of proxy by joint members 
7. 

In the case of joint holders, where more than one of the joint holders purports to appoint a proxy, 
only the appointment submitted by the most senior holder will be accepted. Seniority is determined 
by the order in which the names of the joint holders appear in the Company’s register of members 
in respect of the joint holding (the first named being the most senior). 

Changing proxy instructions 
8.  To change your proxy instructions simply submit a new proxy appointment using the methods set 
out above. Note that the cut-off time for receipt of proxy appointments (see above) also apply in 
relation to amended instructions; any amended proxy appointment received after the relevant cut-
off time will be disregarded. 
Where you have appointed a proxy using the hardcopy proxy form and would like to change the 
instructions using another hardcopy proxy form, please contact Share Registrars Limited on 01252 
821 390. 

If you submit more than one valid proxy appointment, the appointment received last before the 
latest time for the receipt of proxies will take precedence. 

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Armadale Capital Plc 

Termination of proxy appointments 
9. 

In  order  to  revoke  a  proxy  instruction  you  will  need  to  inform  the  Company  using  one  of  the 
following methods:  
By  sending  a  signed  hard  copy  notice  clearly  stating  your  intention  to  revoke  your  proxy 
appointment to Share Registrars Limited at The Courtyard, 17 West Street, Farnham, Surrey GU9 
7DR or by facsimile transmission to 01252 719 232. In the case of a member which is a company, 
the revocation notice must be executed under its common seal or signed on its behalf by an officer 
of  the Company  or  an  attorney  for  the  Company.  Any  power  of  attorney  or  any  other  authority 
under which the revocation notice is signed (or a duly certified copy of such power or authority) 
must be included with the revocation notice. 

In either case, the revocation notice must be received by Share Registrars Limited no later than 48 
hours (excluding non-business days) prior to the Meeting. 

If  you  attempt  to  revoke  your  proxy  appointment  but  the  revocation  is  received  after  the  time 
specified then, subject to the paragraph directly below, your proxy appointment will remain valid. 

Appointment of a proxy does not preclude you from attending the Meeting and voting in person. If 
you  have  appointed  a  proxy  and  attend  the  Meeting  in  person,  your  proxy  appointment  will 
automatically be terminated. 

Issued shares and total voting rights 
10.  At 26 May 2021 the Company’s issued share capital comprised 482,278,272 Ordinary Shares. Each 
Ordinary Share carries the right to one vote at a general meeting of the Company and, therefore, 
the total number of voting rights in the Company as at 26 May 2021 is 482,278,272  

Communications with the Company 
11.  Except as provided above, members who have general queries about the Meeting should email the 
Company  Secretary,  Timothy  Jones,  on  tim@timothyjones.co.uk  (no  other  methods  of 
communication will be accepted). You may not use any other electronic address provided either in 
this notice of general meeting; or any related documents (including the chairman’s letter and proxy 
form), to communicate with the Company for any purposes other than those expressly stated. 

CREST 
12.  CREST  members  who  wish  to  appoint  a  proxy  or  proxies  through  the  CREST  electronic  proxy 
appointment service may do so for the General Meeting and any adjournment(s) thereof by using 
the procedures described in the CREST Manual. 

CREST Personal Members or other CREST sponsored members, and those CREST members who have 
appointed  a  voting  service  provider(s)  should  refer  to  their  CREST  sponsor  or  voting  service 
provider(s), who will be able to take the appropriate action on their behalf. 

In  order  for  a  proxy  appointment  or  instruction  made  using  the  CREST  service  to  be  valid,  the 
appropriate  CREST  message  (a  “CREST  Proxy  Instruction”)  must  be  properly  authenticated  in 
accordance with Euroclear UK & Ireland Limited’s specifications and must contain the information 
required 
(available  via 
euroclear.com/CREST). 

instructions,  as  described 

the  CREST  Manual 

for  such 

in 

The message, regardless of whether it relates to the appointment of a proxy or to an amendment 
to the instruction given to a previously appointed proxy must, in order to be valid, be transmitted 
so  as  to  be  received  by  the  issuer’s  agent  (ID:  7RA36)  by  the  latest  time(s)  for  receipt  of  proxy 
appointments specified above. For this purpose, the time of receipt will be taken to be the time (as 
determined by the timestamp applied to the message by the CREST Applications Host) from which 
the issuer’s agent is able to retrieve the message by enquiry to CREST in the manner prescribed by 
CREST. After this time, any change of instructions to proxies appointed through CREST should be 
communicated to the appointee through other means. 

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Armadale Capital Plc 

CREST members and, where applicable, their CREST sponsors or voting service providers should note 
that Euroclear UK & Ireland Limited does not make available special procedures in CREST for any 
particular messages. Normal system timings and limitations will therefore apply in relation to the 
input of CREST Proxy Instructions. It is the responsibility of the CREST member concerned to take 
(or, if the CREST member is a CREST personal member or sponsored member or has appointed a 
voting service provider(s), to procure that his or her CREST sponsor or voting service provider(s) 
take(s)) such action as shall be necessary to ensure that a message is transmitted by means of CREST 
by  any  particular  time.  In  this  connection,  CREST  members  and,  where  applicable,  their  CREST 
sponsors  or  voting  service  providers  are  referred,  in  particular,  to  those  sections  of  the  CREST 
Manual concerning practical limitations of the CREST system and timings. 

The  Company  may  treat  as  invalid  a  CREST  Proxy  Instruction  in  the  circumstances  set  out  in 
Regulation 35(5)(a) of the Uncertificated Securities Regulations 2001. 

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