Siltronic
Annual Report 2018

Plain-text annual report

West African Resources Limited Annual Report six months ended 31 December 2018 ABN 70 121 539 375 West African Resources Limited TABLE OF CONTENTS Page CORPORATE INFORMATION ............................................................................................................................ 1 CHAIRMAN’S MESSAGE ................................................................................................................................... 2 DIRECTOR’S REPORT ....................................................................................................................................... 2 REMUNERATION REPORT (AUDITED) .......................................................................................................... 13 CONSOLIDATED STATEMENT OF PROFIT OR LOSS AND OTHER COMPREHENSIVE INCOME ........... 25 CONSOLIDATED STATEMENT OF FINANCIAL POSITION ........................................................................... 26 CONSOLIDATED STATEMENT OF CASH FLOWS ........................................................................................ 27 CONSOLIDATED STATEMENT OF CHANGES IN EQUITY ........................................................................... 28 NOTES TO THE FINANCIAL STATEMENTS ................................................................................................... 29 Statement of significant accounting policies .............................................................................................. 29 Segment reporting ..................................................................................................................................... 39 Revenue and expenses ............................................................................................................................. 39 Employee expenses .................................................................................................................................. 39 Income tax ................................................................................................................................................. 40 Loss per share ........................................................................................................................................... 41 Cash and cash equivalents ....................................................................................................................... 42 Trade and other receivables ...................................................................................................................... 43 Property, plant and equipment .................................................................................................................. 44 Mine properties .......................................................................................................................................... 45 Other non-current assets ........................................................................................................................... 45 Trade and other payables .......................................................................................................................... 45 Other provisions ......................................................................................................................................... 46 Issued capital ............................................................................................................................................. 47 Reserves .................................................................................................................................................... 48 Dividends ................................................................................................................................................... 48 Commitments and other contingencies ..................................................................................................... 49 Related party disclosure ............................................................................................................................ 50 Subsequent events after the balance date ................................................................................................ 52 Auditors’ remuneration ............................................................................................................................... 53 Directors and executive disclosures .......................................................................................................... 53 Financial instruments ................................................................................................................................. 55 Financial risk management ........................................................................................................................ 55 Share-based payment plans ...................................................................................................................... 60 West African Resources Limited Parent entity financial information ............................................................................................................. 61 DIRECTORS’ DECLARATION .......................................................................................................................... 62 AUDITOR’S INDEPENDENCE DECLARATION ............................................................................................... 63 INDEPENDENT AUDITOR’S REPORT ............................................................................................................ 64 ADDITIONAL INFORMATION ........................................................................................................................... 68 SUMMARY OF TENEMENTS IN BURKINA FASO .......................................................................................... 70 West African Resources Limited CORPORATE INFORMATION Directors Mark Connelly (Non-Executive Chairman) Richard Hyde (Managing Director) Simon Storm (Non-Executive Director) Ian Kerr (Non-Executive Director) Principal Place of Business Level 1, 1 Alvan Street Subiaco WA 6008 Australia T: +61 (8) 9481 7344 Registered Office Level 1, 1 Alvan Street Subiaco WA 6008 Australia T: +61 (8) 9481 7344 Local Office Secteur 27, Quartier Ouayalghin, Parcelles 07/08, Lot 22, Section SL, Ouagadougou, Burkina Faso T: +226 50 36 73 84 Website www.westafricanresources.com Share Registry Australia Computershare Investor Services Pty Ltd Level 11, 172 St George’s Terraces Perth WA 6000 Australia T: 1300 787 272 Share Registry Canada Computershare 510 Burrard Street, 3rd Floor Vancouver BC VC 3B9 T: 604 661 9436 Company Secretary Simon Storm Solicitors Australia Allion Legal Level 2, 50 Kings Park Road West Perth WA 6005 Canada Stikeman Elliiot Suite 1700, Park Place 666 Burrard Street Vancouver BC V6C 2X6 Auditors HLB Mann Judd Level 4, 130 Stirling Street Perth WA 6000 Australia Security Exchange Australia Australian Securities Exchange Ltd Level 40, Central Park 152-158 St George’s Terrace Perth WA 6000 ASX Trading Code WAF P a g e | 1 West African Resources Limited CHAIRMAN’S MESSAGE Dear Shareholder, I am pleased to present the six-month transition report for West African Resources Limited following the Company’s decision to change its financial year end from 30 June to 31 December. This brings the Company’s financial year into alignment with its operational subsidiaries in Burkina Faso, which will result in efficiency gains for group reporting. The past six months have seen the Board and management promised deliver transformation of your Company from a junior explorer into a significant developer of a world-class gold mine. team the on I sincerely thank our existing and new Shareholders for sharing our vision that Sanbrado is one of the best undeveloped gold projects globally and participating in the December 2018 A$43.2 million equity raising. With this equity raising, the US$200 million (A$278 million) debt funding through Taurus Funds Management Pty Ltd, and the A$35.0 million equity raising completed in May 2018 of the prior period, construction of the Sanbrado Gold Project in Burkina Faso is fully financed. Because of your support we are now almost certain of soon becoming a +200,000 ounce per annum gold producer. The funding announcement and start of construction came less than three years after our discovery of ultra- high-grade gold at Sanbrado’s M1 South deposit. To achieve this much in such a short time not only proves the world-class quality of Sanbrado and the capability of our management team, it also demonstrates the support and sophistication of Burkina Faso’s government and national mining industry. Securing the Sanbrado funding followed five months of work by West African’s Board and management to complete extensive project due diligence and negotiate the best debt terms for our shareholders, and we undertook a highly competitive process from a strong MARK CONNELLY Non-Executive Chairman bargaining position after receiving proposals from 14 banks and debt financiers. It is exciting that we have started construction of Sanbrado, having ordered the long lead mill components and commenced construction of earthworks, building the accommodation camp, and excavating the box cut to provide underground access at M1 South. This is being led by the Company’s experienced project build team, who have a significant track record of completing West African mining projects. We are also partnering with Lycopodium Engineering the engineering and construction management and we are using proven manufacturers and technologies to ensure that the Sanbrado gold processing operations are the most reliable and efficient possible. for With construction fully funded and many key contracts awarded, we are on track to pouring first gold at the Sanbrado gold processing plant by the third quarter of the 2020 calendar year, which is now only 18-months away! I take this opportunity to thank our management and staff for their efforts over the past six months that enabled us to secure the financing for Sanbrado, as well as progress the building of our mine. It is a testament to the dedication of our team, particularly the Company’s founder and Managing Director Richard Hyde, for bringing this project close to its fruition. There are more busy months ahead for West African as our team not only builds Sanbrado, but also works to complete the Sanbrado Optimisation and Feasibility Study update. I also thank my fellow Directors for their support and dedication to West African achieving its goals. With many more important milestones ahead of us in 2019, I look forward to sharing our journey with you. P a g e | 2 West African Resources Limited DIRECTOR’S REPORT Your Directors present the financial report of West African Resources Limited (the “Company) and the consolidated entity (the “Group”) for the six-month period ended 31 December 2018. As announced on 13 November 2018, the Company changed its financial year end from 30 June to 31 December to align the Company’s reporting period with its operational subsidiaries in Burkina Faso, which will result in efficiency gains for group reporting. The comparative period in this report is the previous 12-month financial year ending 30 June 2018. DIRECTORS The names of Directors who held office during or since the end of the year and until the date of this report are as follows. Directors were in office for this entire period unless otherwise stated. Mark Connelly BBus MAICD Non- Executive Chairman Mr Connelly is the former Managing Director and Chief Executive Officer of Perth based Papillon Resources Limited, a gold developer with Malian assets, which merged with Vancouver-based B2Gold Corp in a US570 million deal. Previously he was Chief Operating Office of Endeavour Mining Corporation following its merger with Adamus Resources Ltd where he was Managing Director and CEO.  Committee memberships  Other listed board memberships  Previous listed board memberships (during past 3 years) Interest in shares Interest in options   Audit Committee, Remuneration Committee (Chair) Tao Commodities Ltd, Calidus Resources Ltd, Primero Group Ltd B2 Gold Corp, Ausdrill Ltd, Tiger Resources Ltd, Saracen Mineral Holdings Ltd, Cardinal Resources Ltd 60,000 3,103,806 Richard Hyde BSc (Geology and Geophysics), MAusIMM, MAIG Managing Director Richard Hyde is a geologist with more than 20 years’ experience in the minerals industry including over 5 years’ experience operating in West Africa. Richard has worked in a number of different geological environments in Australia, Africa and Eastern Europe. Mr Hyde has managed large exploration projects and worked extensively within the industry as Regional Manager - West Africa, and as a Senior Consultant with RSG Global based in West Africa and Australia.  Committee memberships  Other listed board memberships  Previous listed board memberships (during past 3 years) Interest in shares Interest in options   Nil Nil Nil 18,280,769 3,660,899 P a g e | 2 West African Resources Limited Ian Kerr (BE (Civil) Hons II), MIE Aus Non- Executive Director Ian Kerr is an engineer with more than 30 years’ experience in mining construction and operations with several Australian and international mining companies including Placer Dome and EMC. He has also held senior positions with engineering firms Lycopodium and Mintrex.  Committee memberships  Other listed board memberships  Previous listed board memberships (during past 3 years) Interest in shares Interest in options   Audit Committee, Remuneration Committee Gascoyne Resources Ltd Tiger Resources Ltd Nil 577,855 Simon Storm BCom, BCompt (Hons) FGIA, CA Non- Executive Director and Company Secretary Simon Storm is a Chartered Accountant with more than 30 years of Australian and international experience in the accounting profession and commerce. He commenced his career with Deloitte Haskins & Sells in Africa then London before joining Price Waterhouse in Perth. He has held various senior finance and company secretarial roles with listed and unlisted entities in the agribusiness, banking, resources, construction, telecommunications, property development and funds management industries. In the last 17 years he has provided consulting services covering accounting, financial and company secretarial matters to various companies in these sectors.  Committee memberships  Other listed board memberships  Previous listed board memberships (during past 3 years) Interest in shares Interest in options   Audit Committee (Chair), Remuneration Committee Nil Nil 3,090,769 827,855 P a g e | 3 West African Resources Limited DIRECTORS’ MEETINGS The number of meetings of Directors held during the year and the number of meetings attended by each director were as follows: Director’s Meetings A 4 5 4 5 B 5 5 5 5 Director Mark Connelly Richard Hyde Ian Kerr Simon Storm A - meetings attended B - meetings held whilst a director Audit Committee Meetings Remuneration Committee Meetings A 1 1 1 1 B 1 1 1 1 A 2 1 2 2 B 2 2 2 2 SHARE OPTIONS At the date of the report the unissued ordinary shares of the Company under option are: Date of issue 03-Jun-16 03-Jun-16 21-Mar-17 12-May-17 24-Jul-17 18-Oct-17 03-Nov-17 29-Mar-18 26-Sep-18 28-Nov-18 28-Dec-18 28-Dec-18 28-Dec-18 28-Dec-18 15-Feb-19 05-Mar-19 Total DIVIDENDS Exercise Price $0.1000 $0.1500 $0.2400 $0.2400 $0.3200 $0.3750 $0.2400 $0.4100 $0.3100 $0.3100 $0.3200 $0.0000 $0.0000 $0.4300 $0.0000 $0.2950 Expiry date 03-Jun-19 03-Jun-19 21-Mar-20 12-May-20 24-Jul-19 18-Oct-20 09-Nov-20 29-Mar-21 26-Sep-21 28-Nov-21 28-Dec-21 28-Dec-21 28-Dec-23 28-Dec-22 14-Feb-21 05-Mar-22 Number of Options 1,000,000 1,000,000 400,000 500,000 1,078,125 750,000 2,750,000 1,250,000 500,000 1,000,000 2,500,000 1,022,565 944,167 1,223,828 259,516 1,000,000 17,178,201 No dividends have been paid or declared since the start of the financial year and the Directors do not recommend the payment of a dividend in respect of the financial year. P a g e | 2 West African Resources Limited PRINCIPAL ACTIVITIES The principal activity of the Group during the reporting period were:   mineral exploration in Burkina Faso development of the Sanbrado Gold Project; REVIEW OF OPERATIONS Background The Company and its subsidiaries (the “Group” or “West African”) are engaged in mineral exploration and development in West Africa. The Group’s key asset is the Sanbrado Gold Project (“Sanbrado”), located in Burkina Faso. West African owns a 90% beneficial interest in Société des Mines de Sanbrado SA, which owns the Sanbrado mining licence. The government of Burkina Faso retains a 10% carried interest. The Group’s mineral portfolio also includes gold and copper- gold exploration permits in Burkina Faso. Updated Mining Licence The original mining licence for the Sanbrado Gold Project was issued in March 2017. In July 2018, the Burkina Faso government approved an update to the original mining licence which encompasses revisions to the mining and ore processing methods detailed in the June 2018 feasibility study. These changes include underground mining in addition to open pit mining and carbon in leach (CIL) mineral processing. Key Recruitments Matthew Wilcox joined the West African executive team in September as Chief Development Officer to directly manage the construction of Sanbrado. Matthew is highly experienced in the gold mining construction industry in West Africa, having spent the past eight years working for Nord Gold SE, which operates nine gold mines globally, including three mines in Burkina Faso and one mine in Guinea. He was also was Project Director for the construction of Nord Gold’s 4Mtpa Bissa Gold Project and 8Mtpa Bouly Gold Project, both located in Burkina Faso. Other key Burkina Faso-based appointments to the owner’s construction team followed, including General Manager, Construction Manager, Earthworks Manager, Contracts Manager, Chief of Security, HR Manager, Financial Controller, and Safety and First Aid Officer. West African has assembled a construction team that is highly experienced in delivering gold mining projects in West Africa and Burkina Faso. P a g e | 3 West African Resources Limited Construction Works West African commenced construction works at the Sanbrado project site during the reporting period, including: - - - - - - Box cut excavation for underground mining access; Stage one of the camp construction – 120 rooms of a total of 280 rooms; Footings and block work medical clinic, cafeteria and administration buildings; Clearing, grubbing and waste stripping of the M5 stage 1 pit area; Clearing and grubbing of the Water Storage Facility (WSF), Tailing Storage Facility (TSF) and process plant site, and Survey and line marking of the water pipeline route from the Nakambe river to site. The planned layout of the Sanbrado Gold Project is presented below as figure 1. Figure 1: Sanbrado Gold Project Layout P a g e | 4 West African Resources Limited Key Contracts EPCM West African appointed Lycopodium (ASX: LYL) for the engineering, procurement, and construction management (EPCM) of the Sanbrado mineral processing facilities. Lycopodium is an Australian-headquartered engineering and project management consultancy that has completed the construction of more than twelve gold development projects in West Africa since 2009. Lycopodium’s scope for Sanbrado includes a 2Mtpa carbon-in-leach (CIL) treatment facility and other supporting infrastructure. Detailed design and procurement of mechanical equipment has commenced and in-country construction of the processing plant is scheduled to start in Q2 2019. Mill Supply The Company selected Outotec to supply the 4MW semi-autogenous grinding (SAG) mill and 4MW ball mill, principally due to their extensive experience with grinding mills especially in the size range required for Sanbrado. The order of these long lead time items was placed in October 2018. Outotec is a global mineral processing company that has extensive experience manufacturing and delivering more than 200 grinding mills to sites worldwide over the past 20 years, including more than 40 in West Africa. Outotec’s recent mill deliveries in West Africa include Endeavour Mining’s Ity (Côte d'Ivoire) and Hounde (Burkina Faso) gold projects and the Toro Gold’s Mako gold project (Senegal). Undergound Mining The Company awarded the underground (UG) mining services contract to highly experienced UG contractor, Byrnecut Burkina Faso SARL (Byrnecut), part of the Byrnecut group of companies. The award followed a competitive tender and due diligence process examining safety, experience and capabilities. Portal establishment and UG mining development will kick off at M1 South in the June quarter 2019. Future key contracts The Company plans to award the power supply and open-pit mining contracts in the first half of 2019. Exploration Exploration during the six-month period focused on the M1 South deposit at Sanbrado, aiming to extend underground resources, with step-down drilling at depth remaining a high priority in the Company’s exploration strategy. West African’s June 2018 Feasibility Study proposed open-pit mining down to 120m vertical and UG mining from 120m below surface to approximately 470m below surface over 4.5 years. Drilling completed since June 2018 continued to intercept high-grade mineralisation, extending it more than 220m beneath underground reserves. Step-down drilling during the period returned significant results including: - - - TAN18-DD216: 2m at 5.1 g/t Au from 681.5m and 9m at 3 g/t Au from 705.5m; TAN18-DD196: 8m at 7.0 g/t from 693 including 1.5m at 21.6 g/t Au and 1m at 9.2 g/t Au 705.5m; TAN18-DD189: 11m at 11.2 g/t from 654 including 1m at 39.8 g/t Au and 6m at 24.4 g/t Au from 675m including 0.5m at 240 g/t Au; TAN18-DD214A: 0.5m at 520 g/t Au from 578m and 23m at 7.3 g/t Au from 617m including 3.5m at 20.2 g/t Au, 4m at 24.4 g/t Au and 1.5m at 21.5 g/t Au; and TAN18-DD217A: 6.5m at 6.8 g/t Au from 603.5m including 0.5m at 35.7 g/t Au. - - Subsequent infill drilling of the main M1 South high-grade shoot returned outstanding results such as: - - - TAN18-DD196-WD1: 12m at 3.4 g/t Au from 656.5m; TAN18-DD196-WD1: 0.5m at 192 g/t Au from 690m; TAN18-DD196-WD2: 1m at 18.1 g/t Au from 637m; P a g e | 5 West African Resources Limited - - - - - - - - - TAN18-DD196-WD2: 10.5m at 8.8 g/t Au from 648m, including 0.5m at 138 g/t Au; TAN18-DD196-WD2: 1m at 36.9 g/t Au from 667.5m; TAN18-DD189-WD1: 10m at 8.1 g/t Au from 646.5m, including 0.5m at 33.8 g/t Au, 0.5m at 61.7 g/t Au; TAN18-DD189-WD1: 2.5m at 7.6 g/t Au from 666m; TAN18-DD189-WD1: 3m at 13.8 g/t Au from 682m, including 0.5m at 71.5 g/t Au; TAN18-DD189-WD2: 11m at 5.9 g/t Au from 639m, including 0.5m at 39.8 g/t Au; TAN18-DD189-WD2: 0.5m at 33.7 g/t Au from 675.5m; TAN18-DD214A-WD1: 21.5m at 15.3 g/t Au from 614m, including 0.5m at 102 g/t Au, 0.5m at 115 g/t Au, 0.5m at 42 g/t Au, 0.5m at 87.9 g/t Au and 0.5m at 39.7 g/t Au; and TAN18-DD214A-WD2: 14.5m at 19.9 g/t Au from 595.5m, including 1m at 219 g/t Au, 1m at 46.9 g/t Au. West African reported further results later in the year, including: - - - - - - - - - TAN18-DD196: 8m at 7.0 g/t from 693 including 1.5m at 21.6 g/t Au; TAN18-DD189: 11m at 11.2 g/t from 654 and 6m at 24.4 g/t Au from 675m; TAN18-DD214A: 0.5m at 520 g/t Au from 578m ; TAN18-DD214A: 23m at 7.3 g/t Au from 617m including 4m at 24.4 g/t Au; TAN18-DD189-WD1: 10m at 8.1 g/t Au from 646.5m, including 0.5m at 61.7 g/t Au; TAN18-DD196-WD2: 10.5m at 8.8 g/t Au from 648m, including 0.5m at 138 g/t Au; TAN18-DD214A-WD1: 21.5m at 15.3 g/t Au from 614m, including 0.5m at 115 g/t Au; TAN18-DD214A-WD2: 14.5m at 19.9 g/t Au from 595.5m, including 1m at 219 g/t Au; TAN18-DD228: 25m at 15 g/t Au from 862m including 5.5m at 40.4 g/t, 1.5m at 26.02 g/t Au from 879m and 0.5m at 71.80 g/t Au from 886m. A summary long-section and cross-section through M1 South are presented as Figures 2 and 3. P a g e | 6 West African Resources Limited Figure 2: M1 South Long-section P a g e | 7 West African Resources Limited Figure 3: M1 South Cross-section SE0350 P a g e | 8 O/P <120m M1 South U/G >120m M5 Total O/P M1 North O/P O/P M3 Total Deposit M5 Open Pit M1Sth Open Pit M1Nth Open Pit M3 Open Pit Sub Total Open Pit M1Sth Underground Total West African Resources Limited Feasibility Study In July 2018, West African filed a National Instrument 43-101 (NI 43-101) Technical Report titled "Open Pit and Underground Feasibility Study, Sanbrado Gold Project, Burkina Faso", with an effective date of 25 April 2018 which related to the updated feasibility study which was announced on 22 June 2018. The Group’s resources and reserves are shown below. There were no changes to the Group’s resources and reserves in the reporting period. Sanbrado Gold Project December 2018 Resource Indicated Resource Inferred Resource Resource Area Category Cutoff (Au g/t) 0.5 3.0 Combined 0.5 0.5 0.5 Tonnes 800,000 750,000 1,550,000 37,150,000 750,000 150,000 Grade (Au g/t) 6.6 25.5 15.9 1.3 2.0 2.0 1.8 Au Oz Tonnes 170,000 620,000 780,000 50,000 250,000 300,000 1,510,000 12,800,000 50,000 10,000 500,000 200,000 2,350,000 13,850,000 Grade (Au g/t) 4.8 7.6 6.9 1.1 2.0 1.5 1.2 Au Oz 10,000 60,000 70,000 450,000 30,000 10,000 550,000 Combined 39,600,000 Sanbrado Gold Project December 2018 Probable Ore Reserve Strip Ratio 3.8 22.6 8.4 6.1 4.6 - (Mt) 17.5 0.7 0.6 0.1 18.9 1.5 20.4 Au Grade (g/t) 1.5 6.8 2.1 1.8 1.7 11.7 2.4 Cont. Au (koz)1 817 157 39 8 1,021 553 1,574 The Company is planning to release an update to its Sanbrado Feasibility Study in 1H 2019, incorporating the new exploration results and an accelerated mining and milling schedule based on a higher plant throughput. P a g e | 9 West African Resources Limited Corporate Debt Facility In December 2018, West African announced a credit approved Debt Facility for Sanbrado construction with Taurus Funds Management Pty Ltd (Taurus). The key terms of the Debt Facility include: - US$200,000,000 debt facility; - - - - - fixed interest rate of 7.75% per annum on drawn amounts, payable quarterly in arrears; quarterly repayments commencing 30 June 2021, with final repayment 31 December 2024; early repayment allowed at any time without penalty; no mandatory gold hedging required; offtake agreement for 1.25 million ounces of gold pursuant to which the Company will receive the prevailing spot gold price subject to an agreed price quotation period. West African Resources retains the right to buy back the remaining balance of the offtake rights at any time on pre-agreed terms; conditions precedent to drawdown include execution and delivery of the Debt Facility documents, lodging of security documents and other conditions customary for a facility of this nature; and - West African Resource’s first drawdown of the Debt Facility is expected to occur in April 2019, following signing of the facility agreements and satisfaction of certain agreed conditions. Taurus is a privately-owned mining finance fund that provides project development and acquisition finance to mining and metals companies. Taurus has significant mining finance experience in West Africa and has recently provided debt facilities for two other significant new gold projects in the West African region. The Company awarded the debt facility mandate to Taurus following five-months of technical, environmental and legal due diligence and a highly competitive selection process. West African received 14 debt package proposals for Sanbrado construction ranging from US$124 million to US$215 million from banks, debt funds and royalty companies. Equity Raising In December 2018 West African completed a Share Placement to raise A$43,175,000 before costs. The Share Placement was completed in a single tranche of 172.7 million new shares at $0.25 per share under West African’s existing 25% placement capacity pursuant to ASX Listing Rules 7.1 and 7.1A. The proceeds raised under the Share Placement will be used to fund Sanbrado construction, exploration, and corporate administration costs. P a g e | 10 West African Resources Limited RESULTS FOR THE YEAR The net loss of the Group for the six-month period ended 31 December 2018 of $3,551,000 was $21,750,000 lower than the $25,300,000 net loss of the comparative period (12 months) mainly due to a $19,294,000 reduction in exploration and evaluation (E&E) expenses. The lower E&E expense is a result of the change in accounting classification of Sanbrado E&E expenditures after the decision was made to proceed with development of the Sanbrado gold project following receipt of the updated mining licence on 18 July 2018. After issuance of the updated mining licence, Sanbrado E&E expenditures have been capitalised to ‘Mine properties’. Net assets as at 31 December 2018 were $77,763,000 ($39,292,000 as at 30 June 2018). The increase during the period was mainly due to a $23,790,000 increase in ‘Cash and cash equivalents’ and an $18,830,000 increase in ‘Mine properties’. Cash increased from $42,565,000 at the start of the period to $66,355,000 at 31 December 2018 mainly due to a $40,066,000 net cash inflow from financing activities, partially offset by a $4,230,000 net cash outflow from operating activities, and a $11,872,000 net cash outflow from investing activities. Cash usage in operating activities in the period mainly represents non-Sanbrado exploration expenditure and corporate administration. Cash usage in financing activities in the period mainly represents Sanbrado construction and E&E expenditure. The Cash inflow from financing activities reflect a $43,175,000 equity raising completed in December, partially offset by $2,043,000 of share issue costs and $1,066,000 of borrowing costs for arranging the debt facility. Mine properties increased from nil at the start of the period to $18,830,000 at 31 December 2018 reflecting capitalised E&E and construction expenditure on the Sanbrado Gold Project during the reporting period. SIGNIFICANT CHANGES IN THE STATE OF AFFAIRS As outlined in the “Review of Operations” section of this report, the company has commenced construction of the Sanbrado Gold Project in Burkina Faso. SIGNIFICANT EVENTS AFTER BALANCE DATE West African Resources Limited applied for a voluntary de-listing of its ordinary shares (“shares”) from trading on the TSX Venture Exchange (“TSXV”). TSXV has subsequently confirmed that the Company’s shares will be de-listed and therefore no longer traded on the TSXV after close of trading on Friday, 8 March 2019. No change will occur to the quotation and trading of WAF shares on the Australian Securities Exchange (“ASX”) and its shares will remain available for trading on the ASX under the code WAF. LIKELY DEVELOPMENTS AND EXPECTED RESULTS In the opinion of the directors, likely developments in and expected results of the operations of the Group have been disclosed in the “Review of Operations” section of this report. Disclosure of any further information regarding likely developments in the operations of the consolidated entity in future financial years and the expected results of those operations is likely to result in unreasonable prejudice to the consolidated entity. P a g e | 11 West African Resources Limited NON-AUDIT SERVICES The Group may decide to employ the external auditor, HLB Mann Judd, on assignments additional to their statutory audit duties where the auditor's expertise and experience with the Group are important. Fees that were paid or payable for non-audit services provided by the auditor of the parent entity during the financial year by the auditor are outlined in Note 20 of the accompanying financial statements. The directors are satisfied that the provision of non-audit services during the financial year by the auditor is compatible with the general standard of independence for auditors imposed by the Corporations Act 2001. The directors are of the opinion that the services as disclosed in the financial statements do not compromise the external auditor's independence requirements of the Corporations Act 2001 for the following reasons:   all non-audit services have been reviewed and approved to ensure that they do not impact the integrity and objectivity of the auditor; and none of the services undermine the general principles relating to auditor independence as set out in APES 110 Code of Ethics for Professional Accountants issued by the Accounting Professional and Ethical Standards Board, including reviewing or auditing the auditor's own work, acting in a management or decision-making capacity for the company, acting as advocate for the company or jointly sharing economic risks and rewards. ROUNDING OF AMOUNTS The Company is of a kind referred to in “ASIC Corporations (Rounding in Financial/Directors’ Report) Instrument 2016/191”, issued by the Australian Securities and Investments Commission, relating to the “rounding off” of amounts in the Directors’ Report and accompanying Financial Report. Amounts in the Directors’ Report have been rounded off in accordance with that Rounding Instrument to the nearest thousand dollars, or in certain cases, to the nearest dollar. P a g e | 12 West African Resources Limited REMUNERATION REPORT (AUDITED) Contents 1. Remuneration Report Overview 2. 3. 4. 5. 6. 7. 1. Remuneration Governance Non-executive Director Remuneration Executive Remuneration Performance and Executive Remuneration Outcomes Executive Employment Arrangements Additional Disclosures REMUNERATION REPORT OVERVIEW The Directors of West African Resources Ltd present the Remuneration Report (“the Report”) for the Consolidated Entity for the financial period ended 31 December 2018 (FY2018). This Report forms part of the Director’s Report and has been audited in accordance with section 300A of the Corporations Act 2001 and its regulations. The Report details the remuneration arrangements for West African Resources Key Management Personnel (“KMP”): - Non-Executive Directors (“NEDs”) - Managing Director (“MD”), executive directors and senior executives (collectively “the executives”). KMP are those who directly or indirectly have authority and responsibility for planning, directing and controlling the major activities of the Consolidated Entity and includes all directors of the parent entity. Details of KMP of the Consolidated Entity are set out below: Name Position Non-Executive Directors Appointed Resigned Mark Connelly Simon Storm Ian Kerr Executive Director Non-executive Chairman June 2015 Non-executive Director & Company Secretary November 2007 Non-executive Director June 2018 Richard Hyde Managing Director September 2006 Senior Executives Lyndon Hopkins Chief Operating Officer Padraig O’Donoghue Chief Financial Officer Matthew Wilcox Chief Development Officer December 2016 June 2018 September 2018 - - - - - - - P a g e | 13 West African Resources Limited 2. REMUNERATION GOVERNANCE Remuneration Committee Responsibility The Remuneration Committee is a subcommittee of the Board. It is primarily responsible for making recommendations to the Board on: • • • Non-executive Director fees; Executive remuneration (directors and senior executives); and The executive remuneration framework and incentive plan policies. The Remuneration Committee assesses the appropriateness of the nature and amount of remuneration of non- executive directors and executives on a periodic basis by reference to relevant employment market conditions with the overall objective of ensuring maximum stakeholder benefit from the retention of a high performing director and executive team. Use of Remuneration Advisors During the period the Remuneration Committee approved the engagement of BDO Remuneration and Reward Pty Ltd (“BDO”) to review and provide recommendations on the Consolidated Entity’s executive remuneration framework and policies. Both BDO and the Committee were satisfied the advice received from BDO was free from undue influence from the KMP to whom the remuneration recommendations applied. The remuneration recommendations were provided to the Committee as an input into decision making only and were used to assist the Board in structuring remuneration packages in a form suitable for the Company as it embarks on a significant ramp up in operations as it moves into the development and construction phase of the Sanbrado Gold Project. The Committee considered the recommendations, along with other factors, in making its remuneration decisions. The fees paid to BDO for the remuneration recommendations were $22,500 (GST exclusive). P a g e | 14 West African Resources Limited Outcome of BDO Remuneration Review Following the BDO remuneration review the following remuneration framework overview was recommended by the Remuneration Committee and adopted by the Board with effect from 1 January 2019. Category Definition of pay category Elements Purpose Total Fixed Remuneration Pay which is linked to the present value or market rate of the role Total Fixed Remuneration Pay for meeting role requirements Incentive pay Pay for delivering the plan and growth agenda for WAF which must create value for shareholders. Incentive pay will be linked to the achievement of ‘line-of-sight’ performance goals It reflects ‘pay for performance’ Short term incentive Incentive for the achievement of annual objectives and sustained business value Reward pay Pay for creating value for shareholders. Reward Pay is linked to shareholder returns Long term incentive It reflects ‘pay for results’ Reward for executive performance over the long term The Company tabled and had approved at the Annual General Meeting in November 2018 the Incentive Option & Performance Rights Plan" (Incentive Plan) which facilitates the granting of incentive and reward based remuneration. The West African Resources incentive scheme is made up of: 1. A Short-term and Deferred Incentive (“STI”) Scheme designed to incentivize and reward Executives for the attainment of short-term objectives, and to enable the executive to accumulate equity in the business, which not only ensures a better alignment with shareholders, but provides a retentive benefit, as well (i.e. ‘skin in the game). The ‘Short Term and Deferred Incentive Plan’ will be ‘reset’ on an annual basis (i.e. a cash and option award opportunity will be made available at the beginning of each year). 2. A Long-term Incentive (“LTI”) Scheme is designed to ‘reward’ Executives for the creation of long-term shareholder value as evidenced by market and non-market measures. A single award will be made at the beginning of year ‘0’, and will represent a performance period of three years i.e. it will not be ‘reset’ annually. At the end of this 3-year period, the Company would have evolved from project development status to a fully-fledged producer. The 3-year long term goal communicated a clear direction as to what shareholders require from management at the end of 3 years. There is therefore not requirement to set LTI objectives on an annual basis. P a g e | 15 West African Resources Limited 3. NON-EXECUTIVE DIRECTOR REMUNERATION NED Remuneration Policy West African Resources Ltd’s NED fee policy is designed to attract and retain high calibre directors who can discharge the roles and responsibilities required in terms of good governance, strong oversight, independence and objectivity. The Company’s constitution and the ASX listing rules specify that the NED fee pool limit, shall be approved periodically by shareholders. The last determination at an annual general meeting (“AGM”) was an aggregate fee pool of $500,000 per year. The Board considered advice from the BDO remuneration review regarding the amount of the aggregate remuneration and the manner in which it is paid to NEDs and this was based on a review against comparable companies. NED Remuneration Structure The remuneration of NEDs consists of director’s fees. There is no scheme to provide retirement benefits to NEDs other than statutory superannuation. NEDs will not participate in any performance related incentive programs. Whilst WAF has no minimum shareholding policy for Non-executive directors, the BDO remuneration review recommended that each NED held a percentage of their total fees in equity to align their interests with the Company’s shareholders. This recommendation was put to the AGM in November 2018 and the issue of Options in lieu of 30% of Directors fees was approved. This fee structure supports NED’s in building their shareholding in the company they represent, and assists in facilitating NED’s building a ‘meaningful’ shareholding in the company. It should be noted that this equity component: 1. Does not increase the NED fee above that of the market. It aligns NED fees with market median based on the time, responsibilities and calibre of the incumbent. 2. Does not contain any performance conditions and the equity issued is in lieu of cash fees. Fees paid to NEDs cover all activities associated with their role on the Board and any sub-committees. No additional fees are paid to NEDs for being a Chair or Member of a sub-committee. However, NEDs are entitled to fees or other amounts as the Board determines where they perform special duties or otherwise perform extra services on behalf of the Company. They may also be reimbursed for out of pocket expenses incurred as a result of their Directorships. P a g e | 16 West African Resources Limited 4. EXECUTIVE REMUNERATION Executive Remuneration Policy In determining executive remuneration, the Board aims to ensure that remuneration practices are:     competitive and reasonable, enabling the Company to attract and retain high calibre talent; aligned to the Company’s performance, strategic and business objectives and the creation of shareholder value; transparent and easily understood; and acceptable to shareholders. The Company’s approach to remuneration ensures that remuneration is competitive, performance focused, clearly links appropriate reward with desired business performance, and is simple to administer and understand by executives and shareholders. In line with the remuneration policy, remuneration levels are reviewed annually to ensure alignment to the market and the Company’s stated objectives. Executive Remuneration Structure The Company’s remuneration structure provides for a combination of fixed and variable pay with the following components:    fixed remuneration; short-term incentives (“STI”); and long-term incentives (“LTI”). In accordance with the Company’s objective to ensure that executive remuneration is aligned to Company performance, a portion of executives’ remuneration is placed “at risk”. The relative proportion of total remuneration packages to be split between the fixed and variable remuneration is shown below: Executive Fixed remuneration Managing Director Other Executives 42% 45-50% STI 23% 21% LTI 35% 31% P a g e | 17 West African Resources Limited Elements of remuneration Fixed remuneration Total Fixed remuneration (‘TFR’) consists of base salary, superannuation and other non-monetary benefits and is designed to reward for:    the scope of the executive’s role; the executive’s skills, experience and qualifications; and individual performance. Short-term Incentive (STI) arrangements Under the STI, all executives have the opportunity to earn an annual incentive award. The STI recognises and rewards achievement of annual Short-Term Incentive (‘STI’) performance metrics. These are paid in the form of a cash bonus (up to 20% of TFR) and Zero Exercised Priced Options (ZEPO’s) (up to 25-35% of TFR). The performance metrics under the STI are set out below. To ensure overall goal alignment amongst the executives and the Company, a major component of the performance metrics are consistent amongst all the Executives. Company performance (80%) The Company has set out the following performance metrics for achievement within 12 months of the date the STI ZEPOs are issued:  DFS update to mineral resources, reserves and project optimisation;     commencement of box cut, portal establishment and decline development; formal investment decision; detailed design and commencement of construction; completion of project finance, documentation and first debt drawdown; and Individual performance (20%)  Individual specific goals and supervisory discretion Long-term Incentive (LTI) arrangements Long Term Incentive (‘LTI’) performance metrics are associated achieving the vesting criteria for the associated option prior to the option expiry date as follows:   Premium Exercise Priced Options (‘PEPO’) for achieving a market measure (absolute share price appreciation, being a minimum of 45% at the end of a four-year performance period and service); and Zero Exercised Priced Options (‘ZEPO’) for achieving non-market measure (first gold pour and commercial production). The Long-term Incentive Scheme is designed to ‘reward’ Executives and ensure goal alignment and the creation of long-term shareholder value. P a g e | 18 West African Resources Limited 5. PERFORMANCE AND EXECUTIVE REMUNERATION OUTCOMES The remuneration of the non-executive directors and KMP for the six-month financial year ended 31 December 2018 is detailed below. The prior period relates to 12 months ending 30 June 2018. Short term benefits Post- employment benefits Share based payments Total % % Cash salary and Fees (paid/ payable) 2018 Bonus Super- annuation Performance related Remunerations consisting of options Directors Mark Connelly Richard Hyde Simon Storm 31 Dec 32,500 - - 13,956 46,456 30 Jun 65,000 25,000 - 41,767 131,767 31 Dec 150,000 - - 50,213 200,213 30 Jun 300,000 125,000 - 125,056 550,056 31 Dec 46,495 - - 18,261 64,756 30 Jun 78,879 25,000 - 36,126 140,005 Ian Kerr 31 Dec 15,982 - 1,518 284 17,784 30 Jun - - - - - Executive Lyndon Hopkins Padraig O'Donoghue Matthew Wilcox 31 Dec 114,155 - 10,845 16,431 141,431 30 Jun 225,237 30,000 24,248 27,189 306,674 31 Dec 105,023 - 30 Jun 15,753 - 9,977 1,497 9,681 124,681 - 17,250 31 Dec 84,475 - 8,025 16,764 109,264 30 Jun - - - - - Total 31 Dec 548,630 - 30,365 125,306 704,301 0% 19% 0% 23% 0% 18% 0% 0% 0% 10% 0% 0% 0% 0% 0% 30 Jun 684,869 205,000 25,745 230,138 1,145,752 18% 30% 32% 25% 23% 28% 26% 0% 0% 12% 9% 8% 0% 15% 0% 18% 20% STI performance and outcomes No STI performance payments were made, or ZEPO’s vested, during the six months ending 31 December 2018. LTI performance and outcomes No LTI PEPO’s or ZEPO’s vested during the six months ending 31 December 2018. Clawback of remuneration In the event of serious misconduct, the Board has the discretion to reduce, cancel or clawback any unvested short term or long term incentives. P a g e | 19 West African Resources Limited 6. EXECUTIVE EMPLOYMENT ARRANGEMENTS A summary of the key terms of employment agreements for executives is set out below. There is no fixed term for executive service agreements and all executives are entitled to participate in the Company’s STI and LTI plans. The Company may terminate employment agreements immediately for cause, in which the executive is not entitled to any payment other than the value of fixed remuneration and accrued leave entitlements up to the termination date. Name Base Salary (inclusive of Super) Notice Period Termination Payment Richard Hyde (Managing Director)1 $400,000 1 month 6 months base salary Lyndon Hopkins (Chief Operations Officer) $300,000 2 months Padraig O’Donoghue (Chief Financial Officer) $275,000 1 month Matthew Wilcox (Chief Development Officer) $300,000 2 months per NES 2 per NES 2 per NES 2 Notes 1. Services provided through a consultancy agreement with Azurite Consulting Pty Ltd, an entity associated with Richard Hyde, for a term of 3 years, expiring 30 June 2019. 2. NES are National Employment Standards as defined in the Fair Work Act 2009 (Cth). P a g e | 20 West African Resources Limited 7. ADDITIONAL DISCLOSURES This section sets out the additional disclosures required under the Corporations Act 2001. Share Based Compensation Share holdings of Key Management Personnel 31 December 2018 Directors Mark Connelly Richard Hyde Simon Storm Ian Kerr Executive Lyndon Hopkins Padraig O'Donoghue Matthew Wilcox Total Balance 1 July 2018 Issued as Remuneration Issued on Exercise of Options Net Change Other - 18,280,769 3,090,769 - 2,000,000 - - 23,371,538 - - - - - - - - - - - - - - - - 60,000 - - - 1,000,000 112,995 400,000 1,572,995 Balance at end of period 31 December 2018 60,000 18,280,769 3,090,769 - 3,000,000 112,995 400,000 24,944,533 Option holdings of Key Management Personnel 31 December 2018 Balance 1 July 2018 Granted as Remuneration Options Exercised Net Change Other Granted 31 December 2018 Balance 31 December 2018 Total Vested Not vested Directors Mark Connelly Richard Hyde Simon Storm Ian Kerr Executive 3,000,000 2,000,000 750,000 2,000,000 1,660,899 - - 500,000 Lyndon Hopkins 1,250,000 Padraig O'Donoghue Matthew Wilcox - - Total 7,000,000 1,016,949 1,012,712 1,000,000 7,190,560 Options granted as compensation - - - - - - - - (2,000,000) 3,000,000 3,000,000 - - - 3,660,899 3,660,899 750,000 500,000 750,000 500,000 (250,000) 2,016,949 2,016,949 - - 1,012,712 1,012,712 1,000,000 1,000,000 (2,250,000) 11,940,560 11,940,560 - - - - - - - - 3,000,000 3,660,899 750,000 500,000 2,016,949 1,012,712 1,000,000 11,940,560 Grant date 26-Sep-2018 28-Nov-2018 28-Dec-2018 28-Dec-2018 28-Dec-2018 Total Number granted Value per option at grant date Value of options at grant date 500,000 1,000,000 2,500,000 1,223,828 1,966,732 7,190,560 $0.127 $0.123 $0.104 $0.112 $0.250 $63,500 $123,000 $260,000 $137,069 $491,683 $1,075,252 P a g e | 21 West African Resources Limited Options forfeited / lapsed during the year Number forfeited / lapsed during the period Grant date 2,000,000 01-Dec-2015 250,000 18-Aug-2015 31 December 2018 Directors Mark Connelly Executive Lyndon Hopkins Loans to Key Management Personnel A loan of $290,000 has been provided to Richard Hyde in the prior year to exercise 2,000,000 options at 14.5 cents. The loan advance charges interest at 5.5% per annum, with the maturity date extended from 31 December 2018 to 31 December 2019. At year end, the balance due is $303,723. Additional Disclosures Relating to Key Management Personnel Consolidated 31 December 2018 $'000 30 June 2018 $'000 Directors Transaction: Fees paid to Dorado Corporate Services Pty Ltd which has provided company secretarial and accounting services to the company on normal commercial terms, for whom Mr Storm, Director and Company Secretary, is a director and shareholder. This excludes fees included as remuneration noted under 5 Balance: Amount payable to Dorado Corporate Services Pty Ltd at balance date $14,967 (30 June 2018: $8,780). Transaction: Loan advance of $290,000, bearing interest at 5.5%, provided to the Managing Director on arm’s length terms, to fund the exercise of 2,000,000 options at 14.5 cents, with maturity date of 31 December 2018. Balance: Amount receivable at balance date $303,723 (30 June 2018: $295,682) Transaction: The Managing Director's spouse has provided office premises to the Company for $440 per week at 14 Southbourne Street, Scarborough, Western Australia until 28 October 2018. Balance: Amount payable to Managing Director's spouse at balance date $Nil (30 June 2018: $3,960). Transaction: Fees paid to Ausdrill Ltd. The Chairman, Mr Connelly was a director of Ausdrill Ltd (resigned June 2018) which through its wholly owned subsidiary, African Mining Services Burkina Faso SARL, has provided exploration drilling services to Société des mines de Sanbrado SA, Wura Resources Pty Ltd SARL and Tanlouka SARL on normal commercial terms. Mr Connelly is not party to any of these commercial negotiations. This excludes fees included as remuneration noted under B. Balance: Amount payable to Ausdrill Ltd at balance date $Nil (30 June 2018: $2,374,764). End of Audited Remuneration Report. 18 52 304 296 11 21 - 2,375 333 2,744 P a g e | 22 West African Resources Limited AUDITOR INDEPENDENCE Section 307C of the Corporations Act 2001 requires our auditors, HLB Mann Judd, to provide the Directors of the Company with an Independence Declaration in relation to the audit of the financial report. This written Auditor’s Independence Declaration is set out on page 66 and forms part of this Directors’ Report. Signed in accordance with a resolution of the directors. _____________ RICHARD HYDE Managing Director Perth, 28 March 2019 P a g e | 23 West African Resources Limited Qualified/Competent Person’s Statement Information contained in this report that relates to exploration results, exploration targets or mineral resources is based on, and fairly represents, information and supporting documentation prepared by Mr Brian Wolfe, an independent consultant specialising in mineral resource estimation, evaluation and exploration. Mr Wolfe is a Member of the Australian Institute of Geoscientists. Mr Wolfe has sufficient experience which is relevant to the style of mineralisation and type of deposit under consideration and to the activity which he is undertaking to qualify as a Competent Person (or “CP”) as defined in the 2012 Edition of the Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves (the JORC Code) and a Qualified Person under Canadian National Instrument 43-101. Mr Wolfe has reviewed the contents of this news release and consents to the inclusion in this announcement of all technical statements based on his information in the form and context in which they appear. Information contained in this report that relates to open pit ore reserves is based on, and fairly represents, information and supporting documentation prepared by Mr Stuart Cruickshanks, an independent specialist mining consultant. Mr Cruickshanks is a Fellow of the Australian Institute of Mining and Metallurgy. Mr Cruickshanks has sufficient experience which is relevant to the style of mineralisation and type of deposit under consideration and to the activity which he is undertaking to qualify as a Competent Person (or “CP”) as defined in the 2012 Edition of the Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves (the JORC Code) and a Qualified Person under Canadian National Instrument 43-101. Mr Cruickshanks has reviewed the contents of this news release and consents to the inclusion in this announcement of all technical statements based on his information in the form and context in which they appear. Information contained in this report that relates to underground ore reserves is based on, and fairly represents, information and supporting documentation prepared by Mr Peter Wade, an independent specialist mining consultant. Mr Wade is a Fellow of the Australian Institute of Mining and Metallurgy. Mr Wade has sufficient experience which is relevant to the style of mineralisation and type of deposit under consideration and to the activity which he is undertaking to qualify as a Competent Person (or “CP”) as defined in the 2012 Edition of the Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves (the JORC Code) and a Qualified Person under Canadian National Instrument 43-101. Mr Wade has reviewed the contents of this news release and consents to the inclusion in this announcement of all technical statements based on his information in the form and context in which they appear. Any other information contained in this report that relates to exploration results, exploration targets or mineral resources is based on information compiled by Mr Richard Hyde, a Director, who is a Member of The Australian Institute of Mining and Metallurgy and Australian Institute of Geoscientists. Mr Hyde has sufficient experience which is relevant to the style of mineralisation and type of deposit under consideration and to the activity which he is undertaking to qualify as a CP as defined in JORC Code and a QP under National Instrument 43-101. Hyde has reviewed and approved the scientific and technical information and contents of this presentation, and consents to the inclusion in this presentation of the statements based on his information in the form and context in which they appear. P a g e | 24 West African Resources Limited CONSOLIDATED STATEMENT OF PROFIT OR LOSS AND OTHER COMPREHENSIVE INCOME For the six months ended 31 December 2018 Revenue from continuing operations Foreign exchange gain Regulatory and compliance expense Office expense Depreciation expense Employee expenses Travel and accommodation expense Property expense Consulting fee expense Directors' fees Share based payments Exploration and evaluation expenses Feasibility and scoping studies Impairment of other receivables Impairment of non current assets Foreign exchange loss Interest expense Loss before tax Income tax benefit Loss after tax OTHER COMPREHENSIVE INCOME: Items that may be reclassified subsequently to profit or loss: Foreign currency translation differences for foreign operations Other comprehensive loss, net of income tax Note 3(a) 3(a) 3(b) 4 24 3(b) 3(b) 8 3(b) 5 Consolidated Six Months Ended Twelve Months Ended 30 June 2018 31 December 2018 $'000 $'000 405 - (96) (144) (90) (1,367) (72) (58) (319) (62) (172) (708) (98) (582) (13) (175) - (3,551) - (3,551) 461 325 (215) (360) (95) (722) (188) (48) (833) (242) (297) (20,002) (1,796) (1,584) - - (6) (25,603) 302 (25,300) 717 717 (74) (74) Total comprehensive loss for the period (2,834) (25,375) Loss attributable to: Owners of the parent Non-controlling interest Total comprehensive loss attributable to: Owners of the parent Non-controlling interest (3,536) (15) (3,551) (2,819) (15) (2,834) (25,300) - (25,300) (25,375) - (25,375) Basic and diluted loss per share (cents per share) 6 (0.5) (4.3) The above Consolidated Statement of Profit or Loss and Other Comprehensive Income should be read in conjunction with the accompanying notes. P a g e | 25 West African Resources Limited CONSOLIDATED STATEMENT OF FINANCIAL POSITION As at 31 December 2018 Consolidated Note 31 December 2018 $'000 30 June 2018 $'000 CURRENT ASSETS Cash and cash equivalents Trade and other receivables Financial assets Total Current Assets NON-CURRENT ASSETS Property, plant & equipment Mine properties Other non-current assets Total Non-Current Assets TOTAL ASSETS CURRENT LIABILITIES Trade and other payables Total Current Liabilities NON-CURRENT LIABILITIES Provisions Total Non-Current Liabilities TOTAL LIABILITIES NET ASSETS EQUITY Issued capital Reserves Accumulated losses Equity attributable to owners of the parent Non-controlling interest 7 8 9 10 11 12 13 14 15 66,355 851 37 67,243 388 18,830 3,148 22,366 89,609 9,690 9,690 2,155 2,155 11,845 77,763 161,947 7,544 (89,640) 79,851 (2,088) 42,565 713 37 43,315 374 - - 374 43,689 4,397 4,397 - - 4,397 39,292 120,815 6,655 (88,177) 39,292 - TOTAL EQUITY 77,763 39,292 The above Consolidated Statement of Financial Position should be read in conjunction with the accompanying notes. P a g e | 26 West African Resources Limited CONSOLIDATED STATEMENT OF CASH FLOWS For the six months ended 31 December 2018 Consolidated Note 31 December 2018 $'000 30 June 2018 $'000 CASH FLOWS FROM OPERATING ACTIVITIES Payments to suppliers Payments to employees Exploration and evaluation expenditure Interest received Finance costs Other - R&D tax offset Net cash outflow from operating activities 7 CASH FLOWS FROM INVESTING ACTIVITIES Payments for plant and equipment Development expenditure Net cash outflow from investing activities CASH FLOWS FROM FINANCING ACTIVITIES Proceeds from issue of shares Proceeds from exercise of share options Payments for share issue costs Payments for borrowings Net cash inflow from financing activities Net increase / (decrease) in cash held Cash at the beginning of the financial period Effect of exchange rate changes on the balance of cash held in foreign currencies Cash at the end of the financial period 7 (697) (1,080) (2,880) 428 (1) - (4,230) (116) (11,756) (11,872) 43,175 - (2,043) (1,066) 40,066 23,965 42,565 (175) 66,355 (3,473) (738) (19,479) 347 (5) 302 (23,046) (316) - (316) 52,339 5,774 (3,113) - 55,000 31,638 10,550 377 42,565 The above Consolidated Statement of Cash Flows should be read in conjunction with the accompanying notes. P a g e | 27 West African Resources Limited CONSOLIDATED STATEMENT OF CHANGES IN EQUITY For the six months ended 31 December 2018 Balance at 1 July 2017 Loss after tax Other comprehensive income for the year Total comprehensive loss for the year Shares issued during the year net of transaction costs Share based payments Balance at 30 June 2018 Balance at 1 July 2018 Loss after tax Other comprehensive income for the year Total comprehensive loss for the year Shares issued during the year net of transaction costs Transfer to non-controlling interest Share based payments Balance at 31 December 2018 Consolidated Issued Capital $'000 Accumulated Losses $'000 Foreign Currency Translation Reserve $'000 Share Based Payments Reserve $'000 Non-controlling interest $'000 65,670 - - - 55,145 - 120,815 120,815 - - - 41,132 - - 161,947 (62,877) (25,300) - (25,300) - - (88,177) (88,177) (3,536) - (3,536) - 2,073 - (89,640) 27 - (74) (74) - - (47) (47) - 717 717 - - - 670 6,261 - - - - 441 6,702 6,702 - - - - - 172 6,874 - - - - - - - - (15) - (15) - (2,073) - (2,088) The above Consolidated Statement of Changes in Equity should be read in conjunction with the accompanying notes. Total $'000 9,081 (25,300) (74) (25,374) 55,145 441 39,292 39,292 (3,551) 717 (2,834) 41,132 0 172 77,763 P a g e | 28 West African Resources Limited December 2018 Annual Report NOTES TO THE FINANCIAL STATEMENTS For the six months ended 31 December 2018 STATEMENT OF SIGNIFICANT ACCOUNTING POLICIES a) Basis of Accounting These financial statements are general purpose financial statements which have been prepared in accordance with applicable accounting standards, the Corporations Act 2001 and mandatory professional reporting requirements in Australia (including the Australian equivalents of International Financial Reporting Standards). They have also been prepared on the basis of historical cost and do not take into account changing money values. The accounting policies have been consistently applied, unless otherwise stated. These financials statements are presented in Australian dollars and all values are rounded to the nearest thousand dollars ($’000) unless otherwise stated under the option available to the Company under ASIC Corporations (Rounding in Financial/Directors’ Reports) Instrument 2016/191. The Company is an entity to which this instrument applies. West African Resources Limited (the “Company”) is a public company, incorporated in Australia and operating in Australia. The Company was incorporated on 1 September 2006 as a proprietary company and converted to a public company on 16 November 2007. The Company listed on the Australian Securities Exchange Ltd on 11 June 2010. Separate financial statements for West African Resources Limited, an individual entity, are no longer presented as a consequence of a change to the Corporations Act 2001. However, required information for West African Resources Limited as an individual entity is included in Note 25. The company recently announced a change in its financial year end from 30 June to 31 December. This change more closely aligns the Company’s reporting period with its subsidiaries’ operations in Burkina Faso. The Company is therefore reporting on a six-month accounting period from 1 July 2018 to 31 December 2018. The comparative accounting period is the 12 months from 1 July 2017 to 30 June 2018, in line with the previous released financial report. b) Adoption of New and Revised Standards In the period ended 31 December 2018, the Directors have reviewed all of the new and revised Standards and Interpretations issued by the AASB that are relevant to the Company and effective for the current reporting periods beginning on or after 1 July 2018. As a result of this review, the Group has initially applied AASB 9 from 1 July 2018. Due to the transition methods chosen by the Group in applying AASB 9 and AASB 15, comparative information throughout the interim financial statements has not been restated to reflect the requirements of the new standards. AASB 9: Financial Instruments AASB 9 replaces AASB 139 Financial Instruments: Recognition and Measurement and makes changes to a number of areas including classification of financial instruments, measurement, impairment of financial assets and hedge accounting model. Financial instruments are classified as either held at amortised cost or fair value. They are carried at amortised cost if the business model concept can be satisfied. P a g e | 29 West African Resources Limited December 2018 Annual Report All equity instruments are carried at fair value and the cost exemption under AASB 139 which was used where it was not possible to reliably measure the fair value of an unlisted entity has been removed. Equity instruments which are non-derivative and not held for trading may be designated as fair value through other comprehensive income (FVOCI). Previously classified available-for-sale investments now carried at fair value are exempt from impairment testing and gains or loss on sale are no longer recognised in profit or loss. The AASB 9 impairment model is based on expected loss at day 1 rather than needing evidence of an incurred loss, this is likely to cause earlier recognition of bad debt expenses. Most financial instruments held at fair value are exempt from impairment testing. The Group has applied AASB 9 retrospectively with the effect of initially applying this standard recognised at the date of initial application, being 1 July 2018 and has elected not to restate comparative information. Accordingly, the information presented for 30 June 2018 has not been restated. There is no material impact to profit or loss or net assets on the adoption of this new standard in the current or comparative years. AASB 15: Revenue from contracts with customers AASB 15 replaces AASB 118 Revenue and AASB 111 Construction Contracts and related interpretations and it applies to all revenue arising from contracts with customers, unless those contracts are in the scope of other standards. The Group has applied AASB 15 Revenue from Contracts with Customers for the first time in the current period. AASB 15 establishes a single comprehensive income for entities to use in accounting for revenue arising from contracts with customers. AASB 15 establishes a comprehensive framework for determining whether, how much and when revenue is recognised, including in respect of multiple element arrangements. The core principle of AASB 15 is that it requires identification of distinct performance obligations within a transaction and associated transaction price allocation to these obligations. Revenue is recognised upon satisfaction of these performance obligations, which occur when control of goods or services is transferred, rather than on transfer of risks or rewards. Revenue received for a contract that includes a variable amount is subject to revised conditions for recognition, whereby it must be highly probable that no significant reversal of the variable component may occur when the uncertainties around its measurement are removed. The core principle of AASB 15 is that an entity should recognise revenue to depict the transfer of promised goods or services to customers in an amount that reflects the consideration to which the entity expects to be entitled in exchange for those goods or services. Specifically, the Standard introduces a 5-step approach to revenue recognition: • • • • • Step 1: Identify the contract(s) with a customer. Step 2: Identify the performance obligations in the contract. Step 3: Determine the transaction price. Step 4: Allocate the transaction price to the performance obligations in the contract. Step 5: Recognise revenue when (or as) the entity satisfies a performance obligation. The Group has adopted AASB 15 using the modified retrospective method of adoption (without practical expedients) with the effect of initially applying this standard recognised at the date of initial application, being 1 P a g e | 30 West African Resources Limited December 2018 Annual Report July 2018. Accordingly, the information presented for 30 June 2018 has not been restated. The effect of the application of AASB 15 has been applied to all contracts at date of initial application and there is no impact to profit or loss or net assets on the adoption of this new standard in the current or comparative years. Other than the above, the Directors have determined that there is no material impact of the new and revised Standards and Interpretations on the Company and, therefore, no material change is necessary to Group accounting policies. c) Standards and Interpretations in issue not yet adopted AASB 16: Leases AASB 16 replaces the AASB 117 Leases, Interpretation 4 Determining whether an Arrangement contains a Lease, Interpretation 115 Operating Leases-Incentives and Interpretation 127 Evaluating the Substance of Transactions Involving the Legal Form of a Lease. AASB 16 removes the classification of leases as either operating leases or finance leases - for the lessee - effectively treating all leases as finance leases. Most leases will be capitalised on the balance sheet by recognising a lease liability for the present value obligation and a 'right-of-use' asset. The right of use assets is calculated based on the lease liability plus initial direct costs, prepaid lease payments and estimated restoration costs less lease incentives received. This will result in an increase in the recognised assets and liabilities in the statement of financial position as well as a change in expense recognition, with interest and deprecation replacing operating lease expense. There are exemptions for short-term leases and leases of low- value items. Lessor accounting remains similar to current practice, i.e. lessors continue to classify leases as finance and operating leases. This standard will primarily affect the accounting for the Group's operating leases. The Group is considering the available options to account for this transition but the Group expects a change in reported earnings before interest, tax, depreciation and amortisation (EBITDA) and increase in lease assets and liabilities recognition. The lease standard is also expected to have considerable impact on deferred tax balances. This will, however, be dependent on the lease arrangements in place when the new standard is effective. The Group has commenced the process of evaluating the impact of the new lease standard. d) Principles of Consolidation The consolidated financial statements comprise the financial statements of the Group. The financial statements of the subsidiaries are prepared for the same reporting period as the parent company, using consistent accounting policies. Adjustments are made to bring into line any dissimilar accounting policies that may exist. All intercompany balances and transactions, including unrealised profits arising from intra-group transactions, have been eliminated in full. Unrealised losses are eliminated unless costs cannot be recovered. Subsidiaries are consolidated from the date on which control is transferred to the Group and cease to be consolidated from the date on which control is transferred out of the Group. Where there is loss of control of a subsidiary, the consolidated financial statements include the results for the part of the reporting period during which West African Resources Limited has control. e) Rounding of Amounts The Company is of a kind referred to in Rounding Instrument 2016/191, issued by the Australian Securities and Investments Commission, relating to the “rounding off” of amounts in the financial statements. Amounts in the financial statements have been rounded off in accordance with that Rounding Instrument to the nearest thousand dollars, or in certain cases, to the nearest dollar. P a g e | 31 West African Resources Limited December 2018 Annual Report f) Statement of Compliance These consolidated financial statements are general purpose financial statements prepared in accordance with the requirements of the Corporations Act 2001, Australian Accounting Standards and Interpretations, International Financial Reporting Standards and complies with other requirements of the law. The consolidated financial statements were authorised for issue on 28 March 2019. g) Accounting Policies and Methods of Computation The accounting policies and methods of computation adopted are consistent with those of the previous financial year. These accounting policies are consistent with Australian Accounting Standards and with International Financial Reporting Standards. h) Significant Accounting Judgements and Key Estimates The preparation of this financial report requires management to make judgements, estimates and assumptions that affect the application of accounting policies and the reported amounts of assets, liabilities, income and expenses. Actual results may differ from these estimates. In preparing this financial report, the significant judgements made by management in applying the Group’s accounting policies and the key sources of estimation uncertainty were the same as those that applied to the consolidated annual financial report for the year ended 30 June 2018 with the exception of exploration and evaluation costs that are recorded as a development asset as explained below in notes 1(i) and 1(j), and the minority interest of 90%-owned subsidiary Société des Mines de Sanbrado SA. Following the Group’s decision to commence development of Sanbrado, the Group identified a change in estimate of the minority interest of Société des Mines de Sanbrado SA’s accumulated losses. Based on the fact these losses are now likely to be recoverable out of the Group’s share of future profits, the minority interest has been brought to account in the statement of changes in equity as a transfer between owners. i) Exploration and Evaluation Expenditure Mineral exploration and evaluation costs are expensed as incurred. Acquisition costs will normally be expensed but will be assessed on a case by case basis and if appropriate may be capitalised. These acquisition costs are only carried forward to the extent that they are expected to be recouped through the successful development or sale of the tenement. Accumulated acquisition costs in relation to an abandoned tenement are written off in full against profit or loss in the year in which the decision to abandon the tenement is made. Where a decision has been made to proceed with development in respect of a particular area of interest, all future costs are recorded as a development asset. Judgement: Following the issuance of the updated exploitation permit for the Sanbrado gold project on 18 July 2018, exploration and evaluation costs within the Sanbrado mining licence have subsequent to this date been recorded as a development asset. P a g e | 32 West African Resources Limited December 2018 Annual Report j) Mine Properties Mines under construction Exploration and evaluation costs are added to ‘Mines under construction’ which is a sub-category of ‘Mine properties’ after a decision has been made to proceed with development in respect of a particular area of interest and such development receives appropriate approvals. All subsequent expenditure on the construction, installation or completion of infrastructure facilities is capitalised in ‘Mines under construction’. Development expenditure is net of proceeds from the sale of ore extracted during the development phase to the extent that it is considered integral to the development of the mine. Any costs incurred in testing the assets to determine if they are functioning as intended, are capitalised, net of any proceeds received from selling any product produced while testing. Where these proceeds exceed the cost of testing, any excess is recognised in the statement of profit or loss and other comprehensive income. After production starts, all assets included in ‘Mines under construction’ are then transferred to ’Producing mines’ which is also a sub- category of ‘Mine properties’. No mine under construction costs were recognised prior to the transition period. k) Cash and Cash Equivalents Cash comprises cash at bank and in hand. Cash equivalents are short term, highly liquid investments that are readily convertible to known amounts of cash and which are subject to an insignificant risk of changes in value. For the purposes of the Statement of Cash Flows, cash and cash equivalents consist of cash and cash equivalents as defined above. l) Income Tax The income tax expense or benefit for the year is based on the profit or loss for the year adjusted for any non- assessable or disallowed items. It is calculated using tax rates that have been enacted or are substantially enacted as at balance date. Deferred tax is provided on all temporary differences arising between the tax bases of assets and liabilities and their carrying amounts in the financial statements. No deferred income tax will be recognised from the initial recognition of an asset or liability, excluding a business combination, where there is no effect on accounting or taxation profit or loss. Deferred income tax assets are recognised to the extent that it is probable that the future tax profits will be available against which deductible temporary differences will be utilised. The amount of the benefits brought to account or which may be realised in the future is based on the assumption that no adverse change will occur in the income taxation legislation and the anticipation that the economic unit will derive sufficient future assessable income to enable the benefits to be realised and comply with the conditions of deductibility imposed by law. m) Other Taxes Revenues, expenses and assets are recognised net of the amount of GST except:  when the GST incurred on a purchase of goods and services is not recoverable from the taxation authority, in which case the GST is recognised as part of the cost of acquisition of the asset or as part of the expense item as applicable; and  receivables and payables, which are stated with the amount of GST included. The net amount of GST recoverable from, or payable to, the taxation authority is included as part of receivables or payables in the statement of financial position. P a g e | 33 West African Resources Limited December 2018 Annual Report Cash flows are included in the statement of cash flows on a gross basis and the GST component of cash flows arising from investing and financing activities, which is recoverable from, or payable to, the taxation authority are classified as operating cash flows. Commitments and contingencies are disclosed net of the amount of GST recoverable from, or payable to, the taxation authority. n) Plant and Equipment Each class of property, plant and equipment is carried at cost or fair value, less where applicable, any accumulated depreciation and impairment losses. The carrying amount of the plant and equipment is reviewed annually by the Directors to ensure it is not in excess of the recoverable amount of these assets. The recoverable amount is assessed on the basis of the expected net cash flows that will be received from the assets employed and their subsequent disposal. The expected net cash flows have been discounted to their present value in determining recoverable amounts. Depreciation The depreciable amount of all fixed assets including buildings and capitalised leased assets, but excluding freehold land, is depreciated on a straight-line basis over their useful lives to the Company commencing from the time the asset is held ready for use. The asset’s residual value and useful lives are reviewed and adjusted if appropriate, at each balance sheet date. An asset’s carrying value is written down immediately to its recoverable amount if the asset’s carrying value is greater than the estimated recoverable amount. Gains and losses on disposal are determined by comparing proceeds with the carrying amount. These gains and losses are included in the statement of profit or loss and other comprehensive income. o) Recoverable Amount of Non-Current Assets The carrying amounts of non-current assets are reviewed annually by Directors to ensure they are not in excess of the recoverable amounts from those assets. The recoverable amount is assessed on the basis of the expected net cash flows, which will be received from the assets employed and subsequent disposal. The expected net cash flows have been or will be discounted to present values in determining recoverable amounts. p) Trade and Other Accounts Payable Trade and other accounts payable represent the principal amounts outstanding at balance date, plus, where applicable, any accrued interest. q) Borrowings Borrowings are initially recognised at fair value, net of transaction costs incurred. Borrowings are subsequently measured at amortised cost. Any difference between the proceeds (net of transaction costs) and the redemption amount is recognised in profit or loss over the period of the borrowings using the effective interest method. Fees paid on the establishment of loan facilities are recognised as transaction costs of the loan to the extent that it is probable that some or all of the facility will be drawn down. In this case, the fee is deferred until the draw down occurs. To the extent there is no evidence that it is probable that some or all of the facility will be drawn down, the fee is capitalised as a prepayment for liquidity services and amortised over the period of the facility to which it relates. The fair value of the liability portion of a convertible note is determined using a market interest rate for an equivalent non-convertible note. This amount is recorded as a liability on an amortised cost basis until P a g e | 34 West African Resources Limited December 2018 Annual Report extinguished on conversion or maturity of the note. The remainder of the proceeds is allocated to the conversion option. This is recognised and included in shareholders’ equity, net of income tax effects. Borrowings are removed from the statement of financial position when the obligation specified in the contract is discharged, cancelled or expired. The difference between the carrying amount of a financial liability that has been extinguished or transferred to another party and the consideration paid, including any non-cash assets transferred or liabilities assumed, is recognised in profit or loss as other income or finance costs. Borrowings are classified as current liabilities unless the Group has an unconditional right to defer settlement of the liability for at least 12 months after the reporting period. r) Operating Revenue Revenue represents interest received and reimbursements of exploration expenditures. s) Issued Capital Ordinary Shares are classified as equity. Incremental costs directly attributable to the issue of new shares or options are shown in equity as a deduction, net of tax, from the proceeds. Incremental costs directly attributable to the issue of new shares or options, or for the acquisition of a business, are included in the cost of the acquisition as part of the purchase consideration. t) Employee Benefits Provision is made for employee benefits accumulated as a result of employees rendering services up to the reporting date. These benefits include wages and salaries, annual leave, and long service leave. Liabilities arising in respect of wages and salaries, annual leave and any other employee benefits expected to be settled within twelve months of the reporting date are measured at their nominal amounts based on remuneration rates which are expected to be paid when the liability is settled. All other employee benefit liabilities are measured at the present value of the estimated future cash outflow to be made in respect of services provided by employees up to the reporting date. In determining the present value of future cash outflows, the market yield as at the reporting date on national government bonds, which have terms to maturity approximating the terms of the related liability, are used. u) Share-based Payments The Group provides benefits to employees (including Directors) of the Group in the form of share-based payment transactions, whereby employees render services in exchange for shares or rights over shares (“equity-settled transactions”). The cost of these equity-settled transactions with employees is measured by reference to the fair value at the date at which they are granted. The fair value is determined by a valuation using Black-Scholes or Binomial option pricing models. The cost of equity-settled transactions is recognised, together with a corresponding increase in equity, over the period in which the performance conditions are fulfilled, ending on the date on which the relevant employees become fully entitled to the award (“vesting date”). 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 number of awards that, in the opinion of the Directors of the Group, will ultimately vest. This opinion is formed based on the best available information at balance date. 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. P a g e | 35 West African Resources Limited December 2018 Annual Report No expense is recognised for awards that do not ultimately vest, except for awards where vesting is conditional upon a market condition. Where 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. v) Foreign Currency Translation Both the functional and presentation currency of West African Resources Limited and its Australian subsidiary is Australian dollars. Each entity in the Group determines its own functional currency and items included in the financial statements of each entity are measured using that functional currency. Transactions in foreign currencies are initially recorded in the functional currency by applying the exchange rates ruling at the date of the transaction. Monetary assets and liabilities denominated in foreign currencies are retranslated at the rate of exchange ruling at the balance date. All exchange differences in the consolidated financial report are taken to profit or loss with the exception of differences on foreign currency borrowings that provide a hedge against a net investment in a foreign entity. These are taken directly to equity until the disposal of the net investment, at which time they are recognised in profit or loss. Tax charges and credits attributable to exchange differences on those borrowings are also recognised in equity. Non-monetary items that are measured in terms of historical cost in a foreign currency are translated using the exchange rate as at the date of the initial transaction. Non-monetary items measured at fair value in a foreign currency are translated using the exchange rates at the date when the fair value was determined. The functional currency of the foreign subsidiaries, Wura Resources Pty Ltd SARL, West African Resources Development SARL, Tanlouka SARL and Société des Mines de Sanbrado SARL is the Communaute Financière Africaine Franc (CFA). The functional currency of the foreign subsidiary, Channel Resources Ltd is the Canadian Dollar (CAD). The functional currency of the foreign subsidiaries, Channel Resources (Cayman I) Ltd and Channel Resources (Cayman II) Ltd is the United States Dollar (USD). As at the reporting date the assets and liabilities of this subsidiary are translated into the presentation currency of West African Resources Limited at the rate of exchange ruling at the balance date and their income and expenses statements are translated at the average exchange rate for the year. The exchange differences arising on the translation are taken directly to a separate component of equity, being recognised in the foreign currency translation reserve. On disposal of a foreign entity, the deferred cumulative amount recognised in equity relating to that particular foreign operation is recognised in profit or loss. P a g e | 36 West African Resources Limited December 2018 Annual Report w) Financial Assets Financial assets are classified, at initial recognition, and subsequently measured at amortised cost, fair value through other comprehensive income (OCI), or fair value through profit or loss (FVTPL). The classification of financial assets at initial recognition that are debt instruments depends on the financial asset’s contractual cash flow characteristics and the Group’s business model for managing them. With the exception of trade receivables that do not contain a significant financing component or for which the Group has applied the practical expedient, the Group initially measures a financial asset at its fair value plus, in the case of a financial asset not at fair value through profit or loss, transaction costs. Trade receivables that do not contain a significant financial component or for which the Group has applied the practical expedient for contracts that have a maturity of one year or less, are measured at the transaction price determined under AASB 15. In order for a financial asset to be classified and measured at amortised cost of fair value through OCI, it needs to give rise to cash flows that are ‘solely payments of principal and interest (SPPI)’ on the principal amount outstanding. This assessment is referred to as the SPPI test and is performed at an instrument level. The Group’s business model for managing financial assets refers to how it manages its financial assets in order to generate cash flows. The business model determines whether cash flows will result from collecting contractual cash flows, selling the financial assets, or both. Purchases or sales of financial assets that require delivery of assets within a time frame established by regulation or convention in the market place (regular way trades) are recognised on the trade date, i.e. the date that the Group commits to purchase or sell the asset. Subsequent measurement For purposes of subsequent measurement, financial are classified in four categories: i. ii. iii. Financial assets at amortised cost (debt instruments) Financial assets at fair value through OCI with recycling of cumulative gains and losses (debt instruments) Financial assets designated at fair value through OCI with no recycling of cumulative gains and losses upon derecognition (equity instruments) iv. Financial assets at fair value through profit or loss Financial assets at amortised cost (debt instruments) This category is the most relevant to the Group. The Group measures financial assets at amortised cost if both of the following conditions are met:The financial asset is held within a business model with the objectives to hold financial assets in order to collect contractual cash flows; and. The contractual terms of the financial asset give rise on specified dates to cash flows that are solely payments of principle and interest on the principal amount outstanding. . Financial assets at amortised cost are subsequently measured using the effective interest rate (EIR) method and are subject to impairment. Interest received is recognised as part of finance income in the statement of profit or loss and other comprehensive income. Gains and losses are recognised in profit or loss when the asset is derecognised, modified or impaired. P a g e | 37 West African Resources Limited December 2018 Annual Report Financial assets at fair value through profit or loss Financial assets that do not meet the criteria for amortised cost are measured at fair value through profit or loss. x) Intangible Assets Intangible assets acquired separately or in a business combination are initially measured at cost. The cost of an intangible asset acquired in a business combination is its fair value as at the date of acquisition. Following initial recognition, intangible assets are carried at cost less any accumulated amortisation and any accumulated impairment losses. Internally generated intangible assets, excluding capitalised development costs, are not capitalised and expenditure is charged against profits in the year in which the expenditure is incurred. The useful lives of intangible assets are assessed to be either finite or indefinite. Intangible assets with finite lives are amortised over the useful life and assessed for impairment whenever there is an indication that the intangible asset may be impaired. The amortisation period and the amortisation method for an intangible asset with a finite useful life is reviewed at least at each financial year-end. Changes in the expected useful life or the expected pattern of consumption of future economic benefits embodied in the asset are accounted for by changing the amortisation period or method, as appropriate, which is a change in accounting estimate. The amortisation expense on intangible assets with finite lives is recognised in profit or loss in the expense category consistent with the function of the intangible asset. Intangible assets with indefinite useful lives are tested for impairment annually either individually or at the cash- generating unit level. Such intangibles are not amortised. The useful life of an intangible asset with an indefinite life is reviewed each reporting period to determine whether indefinite life assessment continues to be supportable. If not, the change in the useful life assessment from indefinite to finite is accounted for as a change in an accounting estimate and is thus accounted for on a prospective basis. Gains or losses arising from derecognition of an intangible asset are measured as the difference between the net disposal proceeds and the carrying amount of the asset and are recognised in profit or loss when the asset is derecognised. y) Parent Entity Financial Information The financial information for the parent entity, West African Resources Limited disclosed in Note 25 has been prepared on the same basis as the Group. P a g e | 38 West African Resources Limited December 2018 Annual Report SEGMENT REPORTING AASB 8 requires a “management approach” under which segment information is presented on the same basis as that used for internal reporting purposes. Operating segments are reported in a manner that is consistent with the internal reporting provided to the chief operating decision maker. The chief operating decision maker has been identified as the Board of West African Resources Limited. The Group operates in only one business and geographical segment being predominantly in the area of mineral exploration and development in Burkina Faso, Africa. The Group considers its business operations in mineral exploration and development to be its primary reporting function. REVENUE AND EXPENSES (a) Revenue Interest received Net foreign exchange gain (b) Expenses Depreciation of non-current assets Net foreign exchange loss Exploration expenditure Exploration related costs Feasibility and scoping studies EMPLOYEE EXPENSES Employee expenses: Salaries and wages Other employment expenses Less: allocation to exploration expenses and mines under construction Consolidated Six Months Ended 31 December 2018 $'000 Twelve Months Ended 30 June 2018 $'000 405 - 405 90 175 265 708 98 806 461 325 786 95 - 95 20,002 1,796 21,798 Consolidated Six Months Ended 31 December 2018 $'000 Twelve Months Ended 30 June 2018 $'000 2,530 195 (1,358) 1,367 3,365 34 (2,677) 722 P a g e | 39 West African Resources Limited December 2018 Annual Report INCOME TAX a) Income tax recognised in profit or loss No income tax is payable by the consolidated entity as they recorded losses for income tax purposes for the year. b) Numerical reconciliation between income tax expense and the loss before income tax. The prima facie income tax benefit on pre-tax accounting loss from operations reconciles to the income tax benefit in the financial statements as follows: Consolidated Six Months Ended 31 December 2018 $ Twelve Months Ended 30 June 2018 $ Accounting loss before tax (3,551) (25,603) Income tax benefit at 27.5% Non-deductible expenses: Foreign exchange gain Share based payments Impairment of loan to third party Impairment of other receivables Other non-deductible expenses Temporary differences not recognised Income tax benefit not recognised Accounting expenditure subject to R&D tax incentive R&D tax incentive Income tax benefit attributable to loss from ordinary activities before tax 976 41 (47) (4) (160) (1) (292) (493) - - - 7,041 147 (82) - (436) (1) 260 (6,615) (315) 302 302 P a g e | 40 West African Resources Limited December 2018 Annual Report Unrecognised deferred tax balances Tax losses attributable to members of the group - revenue Potential tax benefit at 27.5% Deferred tax liabilities Taxable temporary differences: Accrued interest Deferred tax asset asset not booked Amounts recognised in profit & loss: - accrued expenses - Provisions - share issue costs Net unrecognised deferred tax asset at 27.5% LOSS PER SHARE Consolidated Six Months Ended 31 December 2018 $’000 Twelve Months Ended 30 June 2018 $’000 75,185 20,676 75,414 20,739 - - 807 1,290 1,187 23,960 553 - 1,040 22,333 Consolidated Six Months Ended 31 December 2018 $ Twelve Months Ended 30 June 2018 $ Basic and diluted loss per share (cents per share) (0.5) (4.3) The loss and weighted average number of ordinary shares used in the calculation of basic earnings per share is as follows: Loss for the year (3,550,653) (25,300,694) Weighted average number of shares outstanding during the year used in calculations of basic loss per share 707,811,612 583,840,378 P a g e | 41 West African Resources Limited December 2018 Annual Report CASH AND CASH EQUIVALENTS Cash at bank and in hand Short-term deposits Consolidated 31 December 2018 $'000 30 June 2018 $'000 7,297 59,058 66,355 1,373 41,192 42,565 Cash at bank earns interest at floating rates based on daily bank deposit rates. Short-term deposits are made for varying periods of between one day and four months, depending on the immediate cash requirements of the Group and earn interest at the respective short-term deposit rates. Consolidated Six Months Ended 31 December 2018 $'000 Twelve Months Ended 30 June 2018 $'000 (i) Reconciliation to Statement of Cash Flows For the purposes of the statement of cash flows, cash and cash equivalents comprise cash on hand and at bank. Cash and cash equivalents as shown in the statement of cash flows are reconciled to the related items in the statement of financial position as follows: Cash and cash equivalents 66,355 42,565 (ii) Reconciliation of loss after income tax to net cash flows from operating activities: Loss after income tax Depreciation Share based payments Foreign exchange (gain)/loss Impairment of non-current assets and other receivables Changes in operating assets and liabilities: (Increase)/decrease in trade and other receivables (Decrease)/Increase in trade and other payables Net cash (outflow) from operating activities (3,551) 90 172 175 595 (2,519) (377) (1,334) (4,230) (25,300 95 297 (325) 1,584 (23,650) (1,161) 1,765 (23,046) P a g e | 42 West African Resources Limited December 2018 Annual Report TRADE AND OTHER RECEIVABLES Current Prepayments Other receivables Loan to Director Allowance for impairment Consolidated 31 December 2018 $'000 30 June 2018 $'000 204 2,509 304 (2,166) 851 4 1,997 296 (1,584) 713 Other receivables include value added taxes receivable of $2,166,000 from the revenue authorities of Burkina Faso. An allowance for impairment for this amount has been made pending the outcome of a submission to the revenue authorities in Burkina Faso. Movement in the allowance for doubtful debts Balance at the beginning of the year Impairment losses and reversals recognised on receivables Balance at the end of the year Ageing of past due but not impaired 30 - 60 days 60 - 90 days 90 - 120 days Total Consolidated 31 December 2018 $'000 30 June 2018 $'000 (1,584) (582) (2,166) 343 - 304 647 - (1,584) (1,584) 413 - 296 709 P a g e | 43 West African Resources Limited December 2018 Annual Report PROPERTY, PLANT AND EQUIPMENT Carrying Value 30 June 2018 1 July 2017 - net of accumulated depreciation Effects of movement in foreign exchange Additions Depreciation charge for the year 30 June 2018 - net of accumulated depreciation 31 December 2018 1 July 2018 - net of accumulated depreciation Effects of movement in foreign exchange Additions Depreciation charge for the year 31 December 2018 - net of accumulated depreciation Buildings $'000 Office Equipment $'000 Consolidated Plant & Equipment $'000 Motor Vehicles $'000 Total $'000 2 - 144 (23) 123 123 3 1 (25) 102 21 1 1 (4) 19 19 - 40 (9) 50 101 5 189 (65) 230 230 5 - (47) 188 3 - 2 (2) 3 3 - 54 (9) 48 127 6 336 (94) 375 375 8 95 (90) 388 Cost and Accumulated Depreciation Buildings $'000 Office Equipment $'000 Consolidated Plant & Equipment $'000 Motor Vehicles $'000 Total $'000 30 June 2018 Cost Accumulated depreciation Net carrying amount 31 December 2018 Cost Accumulated depreciation Net carrying amount The useful life of the assets was estimates as 3 years. 185 (62) 123 191 (89) 102 219 (201) 18 1,645 (1,416) 229 856 (852) 4 2,905 (2,531) 374 264 (214) 50 1,690 (1,503) 187 933 (885) 48 3,078 (2,691) 388 P a g e | 44 West African Resources Limited December 2018 Annual Report MINE PROPERTIES Mines under construction Balance at 1 July 2018 Additions Change in rehabilitation provision Effects of movement in foreign exchange Balance at 31 December 2018 OTHER NON-CURRENT ASSETS Transaction costs Consolidated 31 December 2018 $'000 30 June 2018 $'000 - 16,555 2,121 154 18,830 - - - - - Consolidated 31 December 2018 $'000 30 June 2018 $'000 3,148 3,148 - - The transaction costs represent amounts directly attributable to establishing the debt facility negotiated for the Sanbrado Gold Project. These amounts will be reclassified to borrowings upon drawdown of the facility. TRADE AND OTHER PAYABLES Current Trade payables Accruals Other payables Consolidated 31 December 2018 $'000 30 June 2018 $'000 6,383 2,936 371 9,690 3,969 311 117 4,397 Trade payables are non-interest bearing and are normally settled on 30-day terms. P a g e | 45 West African Resources Limited December 2018 Annual Report OTHER PROVISIONS Non-current Long service leave provision Rehabilitation provision Reconciliation of movements in Rehabilitation Provision: Balance at the start of the period Increase in rehabilitation provision during the period Balance at the end of the period Consolidated 31 December 2018 $'000 30 June 2018 $'000 35 2,121 2,155 - 2,121 2,121 - - - - - - The rehabilitation provision is the best estimate of the present value of the future cash flows required to settle the Sanbrado mine site restoration obligations at the reporting date, based on current legal requirements and technology. The amount of the provision is capitalised as an asset and recognised in mine properties. P a g e | 46 West African Resources Limited December 2018 Annual Report ISSUED CAPITAL Consolidated 31 December 2018 $'000 30 June 2018 $'000 863,524,727 (30 June 2018: 690,824,727) fully paid ordinary shares 161,947 120,815 (a) Shares (i) Ordinary shares - number No. No. At start of period Issue of shares 26 July 2017 Issue of shares 23 August 20171 Issue of shares 20 February 20181 Issue of shares 20 February 20181 Issue of shares 15 May 2018 Issue of shares 15 May 20181 Issue of shares 13 December 2018 Balance at end of period (ii) Ordinary shares – value At start of period Issue of shares 26 July 2017 Issue of shares 23 August 20171 Issue of shares 20 February 20181 Issue of shares 20 February 20181 Issue of shares 15 May 2018 Issue of shares 15 May 20181 Issue of shares 13 December 2018 Share issue costs Balance at end of period 1 Share issued on exercise of options 690,824,727 - - - - - - 172,700,000 863,524,727 $'000 120,815 - - - - - - 43,175 (2,043) 161,947 484,248,253 53,906,250 40,545,224 500,000 2,000,000 109,375,000 250,000 - 690,824,727 $'000 65,670 17,338 5,676 73 290 35,000 25 - (3,257) 120,815 (b) Options and rights No. No. At start of period Issue of options 24 July 2017 Issue of options 18 October 2017 Issue of options 3 November 2017 Issue of options 29 March 2018 Issue of options 26 September 2018 Issue of options 28 November 2018 Issue of options 28 December 2018 Issue of Class A performance rights 28 December 2018 Issue of Class B performance rights 28 December 2018 Issue of option 28 December 2018 Exercise of options Expiry of options Balance at end of period 15,978,125 - - - - 500,000 1,000,000 2,500,000 1,022,565 944,167 1,223,828 - (2,250,000) 20,918,685 57,263,974 1,078,125 750,000 2,750,000 1,250,000 - - - - - - (43,295,224) (3,818,750) 15,978,125 P a g e | 47 West African Resources Limited December 2018 Annual Report RESERVES Consolidated 31 December 2018 $'000 30 June 2018 $'000 Reserves 7,544 6,655 Reserves comprise the following: Foreign Currency Translation Reserve At start of period Currency translation differences Balance at end of period Share Based Payments Reserve At start of period Options issued - share based payment expense Options issued - share issue costs Balance at end of period Nature and purpose of reserves Foreign currency translation reserve (48) 717 669 6,703 172 - 6,875 27 (75) (48) 6,261 297 145 6,703 The foreign currency translation reserve is used to record exchange differences arising from the translation of loans to foreign subsidiaries that are expected to be repaid in the long term and the translation of the financial statements of foreign subsidiaries. Shared Based Payments reserve The Shared Based Payments reserve is used to recognise the fair value of options issued to Directors, employees and other suppliers or consultants but not exercised. DIVIDENDS No dividends have been paid or declared payable since the start of the reporting period (30 June 2018: nil). P a g e | 48 West African Resources Limited December 2018 Annual Report COMMITMENTS AND OTHER CONTINGENCIES a) Exploration and mining lease commitments In order to maintain current rights of tenure to exploration tenements, the Group is required to outlay rentals and to meet the minimum expenditure requirements. These discretionary costs are not provided for in the financial statements and are payable as follows: Due within 1 year Due after 1 year but not more than 5 years Due after 5 years b) Lease commitments Consolidated 31 December 2018 $'000 30 June 2018 $'000 697 539 - 1,236 684 833 - 1,517 Commitments for minimum lease payments in relation to operating leases are payable as follows: Due within 1 year Due after 1 year but not more than 5 years Due after 5 years Consolidated 31 December 2018 $'000 30 June 2018 $'000 307 266 - 573 - - - - c) Capital commitments Capital commitments in relation to the construction of the Sanbrado Gold Project mine site are payable as follows: Due within 1 year Due after 1 year but not more than 5 years Due after 5 years Consolidated 31 December 2018 $'000 30 June 2018 $'000 22,336 - - 22,336 - - - - P a g e | 49 West African Resources Limited December 2018 Annual Report d) Other Contingencies From time to time the authorities in Burkina Faso are known to lodge claims with companies operating in Burkina Faso for withholding taxes on payments of various non-resident service providers and the regulation of the contracts of expatriate staff in accordance with taxation regulations in force. Whilst the Company has received a tax exoneration certificate and believes it has complied with local regulations, some aspects of the regulations are open to interpretation. The Company has not received any formal claim and in the event of one being received, the effect, if any, that these claims will have, or which future claims will have on the Group’s operations in Burkina Faso is not yet known. Against this backdrop, the Group has a fully provisioned amount of $2,165,000 in value added tax (“VAT”) receivable from the revenue authorities in Burkina Faso (refer Note 8). RELATED PARTY DISCLOSURE The consolidated financial statements include the financial statements of West African Resources Limited and the subsidiaries listed in the following table: Controlled Entities Parent Entity: West African Resources Ltd Subsidiaries of West African Resources Ltd: Wura Resources Pty Ltd SARL West African Resources Development SARL Channel Resources Ltd which owns Channel Resources (Cayman I) Ltd which owns Channel Resources (Cayman II) Ltd which owns Tanlouka SARL Société des Mines de Sanbrado SA 1 Country of Incorporation Australia Burkina Faso Burkina Faso Canada Cayman Islands Cayman Islands Burkina Faso Burkina Faso Percentage Owned 31 December 2018 30 June 2018 % % 100 100 100 100 100 100 90 100 100 100 100 100 100 90 1 The remaining 10% of Société des Mines de Sanbrado SA is held by the government of Burkina Faso which is entitled to a free carried 10% interest in the project. The Company finances the operations of Wura Resources Pty Ltd SARL, WAR Development SARL, Channel Resources Ltd, Channel Resources (Cayman I) Ltd, Channel Resources (Cayman II) Ltd, Tanlouka SARL and Société des Mines de Sanbrado SA and thus these companies will have unsecured borrowings from the Company that are interest free and at call. The ability for these controlled entities to repay debts due to the company (and other parties) will be dependent on the commercialisation of the mining assets owned by the subsidiaries. P a g e | 50 West African Resources Limited December 2018 Annual Report Amounts owed by/(to) Related Parties Subsidiaries Wura Resources Pty Ltd SARL Societe des Mines de Sanbrado SA West African Resources Development SARL Tanlouka SARL Channel Resources (Cayman I) Ltd Channel Resources (Cayman II) Ltd Channel Resources Ltd Total Provision for impairment Amounts payable to Directors for Directors' Fees (including GST) Amounts payable to Directors for Consulting Fees (including GST) Consolidated 31 December 2018 $'000 30 June 2018 $'000 Parent Entity 31 December 2018 $'000 30 June 2018 $'000 - - - - - - - - - - 10 42 - - - - - - - - - - 16 34 21,865 30,576 21,814 18,947 503 17,525 - 26 (23) 70,472 (70,469) 3 497 15,791 - 13 (14) 57,049 (57,053) (5) 16 42 16 37 Further information with respect to related party transactions are included in Note 21. P a g e | 51 West African Resources Limited December 2018 Annual Report Summarised financial information for Société des Mines de Sanbrado SA before intragroup eliminations, is set out below; Statement of profit or loss and other comprehensive income Revenue Profit / (Loss) for the period: Attributable to owners of the parent Attributable to non controlling interest Statement of financial position Assets Current assets Non-current assets Liabilities Current liabilities Non-current liabilities Equity Attributable to owners of the parent Attributable to non controlling interest Statement of cash flows Net used in operating activities Net used in investing activities Net cash from/(used in) financing activities Six Months Ended 31 December 2018 $'000 Twelve Months Ended 30 June 2018 $'000 867 370 (138) (15) (153) 1,636 10,372 12,008 32,892 - 32,892 (18,796) (2,088) (20,884) (245) (10,184) 11,019 590 (13,994) (1,555) (15,549) 1,087 256 1,343 21,640 - 21,640 (18,274) (2,023) (20,297) (7,389) (31) 7,440 20 SUBSEQUENT EVENTS AFTER THE BALANCE DATE West African Resources Limited applied for a voluntary de-listing of its ordinary shares (“shares”) from trading on the TSX Venture Exchange (“TSXV”). TSXV has subsequently confirmed that the Company’s shares will be de-listed and therefore no longer traded on the TSXV after close of trading on Friday, 8 March 2019. No change will occur to the quotation and trading of WAF shares on the Australian Securities Exchange (“ASX”) and its shares will remain available for trading on the ASX under the code “WAF”. P a g e | 52 West African Resources Limited December 2018 Annual Report AUDITORS’ REMUNERATION The auditor of West African Resources Limited is HLB Mann Judd Audit or review of the financial statements All other services Amounts received or due and receivable by non HLB Mann Judd audit firms Audit or review of the financial statements Certification of expenditure Consolidated 31 December 2018 $'000 30 June 2018 $'000 18 1 19 - 5 5 28 - 28 14 - 14 DIRECTORS AND EXECUTIVE DISCLOSURES a) Details of Key Management Personnel Directors Other Mark Connelly Richard Hyde Simon Storm Ian Kerr Chairman (non-executive) Managing Director Director (non-executive) Director (non-executive) Lyndon Hopkins Padraig O’Donoghue Matthew Wilcox Chief Operating Officer Chief Financial Officer Chief Development Officer b) Compensation of Key Management Personnel Short-term employee benefits Post-employment benefits Share-based payments Consolidated Six Months Ended 31 December 2018 $'000 Twelve Months Ended 30 June 2018 $'000 549 30 125 704 890 26 230 1,146 c) Compensation by category of Key Management Personnel for the year ended 31 December 2018 Consulting fees were paid to Directors, details of which are included in the Remuneration Report in the Directors’ Report. A salary was paid to the Chief Operating Officer, Chief Financial Officer, and Chief Development Officer, details of which are included in the Remuneration Report in the Directors’ Report. P a g e | 53 West African Resources Limited December 2018 Annual Report d) Other transactions and balances with Key Management Personnel Consolidated Six Months Ended 31 December 2018 $'000 Twelve Months Ended 30 June 2018 $'000 Directors Transaction: Fees paid to Dorado Corporate Services Pty Ltd which has provided company secretarial and accounting services to the company on normal commercial terms, for whom Mr Storm, Director and Company Secretary, is a director and shareholder. This excludes fees included as remuneration noted under 6(a). Balance: Amount payable to Dorado Corporate Services Pty Ltd at balance date $14,967 (30 June 2018: $8,780). Transaction: 5.5% interest on the $290,000 loan advance provided to the Managing Director on arm’s length terms to fund the exercise of 2,000,000 options at 14.5 cents, with maturity date of 31 December 2018. Balance: Amount receivable at balance date $303,723 (30 June 2018: $295,682) Transaction: The Managing Director's spouse has provided office premises to the Company for $440 per week at 14 Southbourne Street, Scarborough, Western Australia until 28 October 2018. Balance: Amount payable to Managing Director's spouse at balance date $Nil (30 June 2018: $3,960). Transaction: Fees paid to Ausdrill Ltd. The Chairman, Mr Connelly was a director of Ausdrill Ltd (resigned June 2018) which through its wholly owned subsidiary, African Mining Services Burkina Faso SARL, has provided exploration drilling services to Société des mines de Sanbrado SA, Wura Resources Pty Ltd SARL and Tanlouka SARL on normal commercial terms. Mr Connelly is not party to any of these commercial negotiations. This excludes fees included as remuneration noted under B. Balance: Amount payable to Ausdrill Ltd at balance date $Nil (30 June 2018: $2,374,764). 18 52 304 296 11 21 - 333 2,375 2,744 P a g e | 54 West African Resources Limited December 2018 Annual Report FINANCIAL INSTRUMENTS Financial assets Cash and cash equivalents Trade and other receivables Financial Assets Financial liabilities Trade and other payables Consolidated 31 December 2018 $'000 30 June 2018 $'000 66,355 851 37 67,243 (9,690) (9,690) 42,565 713 37 43,315 (4,397) (4,397) FINANCIAL RISK MANAGEMENT The Group's activities expose it to a variety of financial risks: market risk (including currency risk and interest rate risk), credit risk and liquidity risk. The Group's overall risk management program focuses on the unpredictability of financial markets and seeks to minimise potential adverse effects on the financial performance of the Group. a) Market risk i) Interest rate risk The Group’s main interest rate risk arises from its cash balances. Cash held at variable rates expose the Group to cash flow interest rate risk while cash deposits at fixed rates expose the Group to fair value interest rate risk. During the period, the Group’s cash deposits at variable rates were denominated in Australian Dollars (“AUD”), United States Dollar (“USD”), Euros, and CFA Francs (“CFA”). P a g e | 55 West African Resources Limited December 2018 Annual Report The tables below analyse the Group's financial assets and financial liabilities into maturity groupings based on the remaining period at the reporting date to the contractual maturity date. Consolidated Fixed Interest Rate Maturing Weighted Average Effective Interest Rate Floating Interest Rate $ Within Year $ 1 to 5 Years $ Over 5 Years $ Non- interest bearing $ Total $ 30 June 2018 Financial Assets Cash & cash equivalents Trade and other receivables Financial Assets Total financial assets Financial Liabilities Trade and other payables Total financial liabilities 31 December 2018 Financial Assets Cash & cash equivalents Trade and other receivables Financial Assets Total financial assets Financial Liabilities Trade and other payables Total financial liabilities 2.0% 5.5% 2.7% 1,373 - - 1,373 41,133 296 37 41,466 - - - - 1.7% 5.5% 2.7% 7,297 - - 7,297 51,821 304 37 52,162 - - - - - - - - - - - - - - - - - - - - - - - - - - - - 59 417 - 42,565 713 37 477 43,315 4,397 4,397 4,397 4,397 7,237 66,355 851 37 7,784 67,243 547 - 9,690 9,690 9,690 9,690 P a g e | 56 West African Resources Limited December 2018 Annual Report ii) Interest rate sensitivity At 31 December 2018, if variable interest rates for the full year were -/+ 0.5% from the year-end rate with all other variables held constant, pre-tax profit for the year would have moved as per the table below. 31 December 2018 30 June 2018 +0.5% $'000 174 85 -0.5% $'000 (174) (85) The sensitivity is calculated using the average cash position for the year ended 31 December 2018. The interest income in note 3(a) of $405,000 (30 June 2018: $461,000) reflects cash balances in the period that ranged between $33,480,000 and $66,354,000 (30 June 2018: $10,550,000 and $42,565,000). iii) Foreign currency risk The Group operates internationally and is exposed to foreign exchange risk primarily arising from costs denominated in CFA and USD. The Group seeks to mitigate the effects of its foreign currency exposure by holding a portion of its cash deposits in Euro, which has an exchange rate that is pegged to the CFA, and USD. The Group also has transactional currency exposures. Such exposure arises from purchases by an operating entity in currencies other than the functional currency. The Group does not have a policy to enter into forward contracts or other hedge derivatives. At 31 December 2018 and 30 June 2018, the Group had the following exposure to CFA, Euro, and USD foreign currencies expressed in AUD equivalents: Financial assets Cash and cash equivalents Trade and other receivables Financial liabilities Trade and other payables Consolidated 31 December 2018 $'000 30 June 2018 $'000 14,269 2,166 16,435 2,352 2,352 1,464 1,749 3,213 3,330 3,330 P a g e | 57 West African Resources Limited December 2018 Annual Report iv) Exchange rate sensitivity A 10 per cent strengthening of the Australian dollar against the following currencies at 31 December would have increase/(decreased) profit or loss by the amounts shown in the below table. This analysis assumes that all other variables, in particular interest rates, remain constant. The analysis is performed on the same basis for the year ended 30 June 2018. USD CFA EUR Profit or Loss Six Months Ended Twelve Months Ended 30 June 2018 31 December 2018 $'000 $'000 (488) (148) (645) (15) 33 (5) A 10 per cent weakening of the Australian dollar against the above currencies at 31 December would have had the equal but the opposite effect on the above currencies to the amounts shown above, on the basis that all other variables remain constant. b) Credit risk Credit risk arises primarily from the Group’s cash and cash equivalents held with financial institutions. Cash transactions are limited to high credit quality financial institutions. The maximum exposure to credit risk at the reporting date is the carrying amount of the financial assets as summarised at the beginning of this note. P a g e | 58 West African Resources Limited December 2018 Annual Report c) Liquidity risk Liquidity risk is the risk the Group will not be able to meet its financial obligations as they fall due. Liquidity risk management involves maintaining sufficient cash on hand or undrawn credit facilities to meet the operating requirements of the business. This is currently managed through cash and cash equivalents of $66,355,000 and prudent cashflow and financial commitment management. The tables below analyse the Group's financial assets and liabilities into maturity groupings based on the remaining period at the reporting date to the contractual maturity date. Maturity analysis of financial assets and liability based on management's expectation. 31 December 2018 Consolidated Financial assets Cash & cash equivalents Trade & other receivables Financial Assets Borrowings Financial liabilities Trade & other payables Net maturity 30 June 2018 Consolidated Financial assets Cash & cash equivalents Trade & other receivables Financial Assets Financial liabilities Trade & other payables Net maturity <6 months $'000 6-12 months $'000 1-5 years $'000 >5 years $'000 Total $'000 66,355 851 37 - 67,243 (9,690) (9,690) 57,553 - - - - - - - - - - - 3,148 3,148 - - 3,148 - - - - - - - - 66,355 851 37 3,148 70,391 (9,690) (9,690) 60,701 <6 months $'000 6-12 months $'000 1-5 years $'000 >5 years $'000 Total $'000 42,565 713 37 43,315 (4,397) (4,397) 38,918 - - - - - - - - - - - - - - - - - - - - - 42,565 713 37 43,315 (4,397) (4,397) 38,918 P a g e | 59 West African Resources Limited December 2018 Annual Report SHARE-BASED PAYMENT PLANS Set out below is a summary of the options granted by the Group during the year ended 30 June 2018 and six months ended 31 December 2018 financial periods. The fair value for options granted in financial periods are independently determined using the Black-Scholes and Binomial Option Pricing Models, respectively. Both pricing models take into account the value of the underlying share, the risk-free rate of return, the volatility of the share price, the exercise price of the option, and the remaining time to maturity. Grant Date Number 26-Sep-18 500,000 28-Nov-18 500,000 500,000 28-Nov-18 2,500,000 28-Dec-18 Expiry date 26-Sep-21 28-Nov-21 28-Nov-21 28-Dec-21 Unlisted Options - 31 December 2018 Fair value at grant date $0.1270 $0.1230 $0.1230 $0.1040 Exercise price $0.3100 $0.3100 $0.3100 $0.3200 1,022,565 28-Dec-18 28-Dec-21 $0.0000 $0.2500 944,167 28-Dec-18 28-Dec-23 $0.0000 $0.2500 1,223,828 28-Dec-18 28-Dec-22 $0.4300 $0.1120 Weighted average exercise price $0.2500 Vesting date First gold production First gold production First concrete pour for the plant First gold pour and commercial production When the Company achieves certain milestones in relation to its Sanbrado Gold Project within 12 months of the date the performance rights are issued First gold pour and commercial production When the company’s share price equals 145% of the trading day VWAP of the company Grant Date 26-Sep-18 28-Nov-18 28-Nov-18 28-Dec-18 28-Dec-18 28-Dec-18 28-Dec-18 Dividend yield 0% 0% 0% 0% 0% 0% 0% Unlisted Options - 31 December 2018 Risk-free interest rate 2.13% 2.09% 2.09% 1.87% 1.93% 1.87% 2.02% Expected life of option 3 years 3 years 3 years 3 years 1 year 3 years 4 years Expected Volatility 71% 71% 71% 71% 44% 71% 74% Exercise price $0.3100 $0.3100 $0.3100 $0.3200 $0.0000 $0.0000 $0.4300 Share price on grant date $0.285 $0.280 $0.280 $0.250 $0.250 $0.250 $0.250 Grant Date Number 1,078,125 24-Jul-17 18-Oct-17 750,000 2,750,000 09-Nov-17 1,250,000 29-Mar-18 Weighted average exercise price Expiry date 24-Jul-19 18-Oct-20 09-Nov-20 29-Mar-21 Unlisted Options - 30 June 2018 Fair value at grant date $0.1340 $0.1162 $0.1449 $0.1130 Exercise price $0.3224 $0.3750 $0.2400 $0.4100 $0.3100 Vesting date 24-Jul-17 First gold production First gold production First gold production Grant Date 24-Jul-17 18-Oct-17 09-Nov-17 29-Mar-18 Dividend yield 0% 0% 0% 0% Unlisted Options - 30 June 2018 Risk-free interest rate 2.00% 1.54% 2.19% 2.19% Expected life of option 2 years 3 years 3 years 3 years Expected Volatility 63% 58% 58% 45% Exercise price $0.3224 $0.3750 $0.2400 $0.4100 Share price on grant date $0.350 $0.400 $0.380 $3.800 P a g e | 60 West African Resources Limited December 2018 Annual Report Expenses arising from share-based payment transactions: Share based payments to Directors Share based payments to employees Share based payments to third party Consolidated Six Months Ended 31 December 2018 $'000 Twelve Months Ended 30 June 2018 $'000 83 84 6 172 203 80 14 297 PARENT ENTITY FINANCIAL INFORMATION The individual financial statements for the parent entity show the following aggregate amounts: BALANCE SHEET Current assets Non-current assets Total assets Current Liabilities Non-current Liabilities Total liabilities Net assets Equity Issued capital Reserves Accumulated losses Total Equity PROFIT/(LOSS) FOR THE REPORTING PERIOD Income tax benefit Total comprehensive loss Guarantees, Commitments and Contingencies Parent 31 December 2018 $'000 30 June 2018 $'000 65,367 11,854 77,221 7,086 2,155 9,241 67,980 161,947 6,875 (100,842) 67,980 (757) - (757) 42,063 8 42,071 1,222 - 1,222 40,849 120,815 6,703 (86,669) 40,849 (22,847) 302 (22,545) There are no guarantees, commitments or contingencies in the Parent Entity other than $178,130 of rental property lease commitments due within one year (30 June 2018: nil). P a g e | 61 DIRECTORS’ DECLARATION 1. a) b) c) 2. In the opinion of the Directors: the financial statements, notes and the additional disclosures included in the Directors' report designated as audited, of the consolidated entity are in accordance with the Corporations Act 2001 including: (i) giving a true and fair view of the Group’s financial position as at 31 December 2018 and of its performance for the year then ended; and (ii) complying with Accounting Standards and Corporations Regulations 2001; and there are reasonable grounds to believe that the Company will be able to pay its debts as and when they become due and payable. the financial statements also comply with International Financial Reporting Standards as disclosed in Note 1 (c). This declaration has been made after receiving the declarations required to be made to the Directors in accordance with Section 295A of the Corporations Act 2001 for the year ended 31 December 2018. This declaration is signed in accordance with a resolution of the Board of Directors. ____________________ RICHARD HYDE Managing Director 28 March 2019 P a g e | 62 AUDITOR’S INDEPENDENCE DECLARATION As lead auditor for the audit of the consolidated financial report of West African Resources for the period ended 31 December 2018, I declare that, to the best of my knowledge and belief, there have been no contraventions of: (a) (b) the auditor independence requirements as set out in the Corporations Act 2001 in relation to the audit; and any applicable code of professional conduct in relation to the audit. Perth, Western Australia 28 March 2019 B G McVeigh Partner P a g e | 63 INDEPENDENT AUDITOR’S REPORT To the members of West African Resources Limited Report on the Audit of the Financial Report Opinion We have audited the financial report of West African Resources Limited (“the Company”) and its controlled entities (“the Group”), which comprises the consolidated statement of financial position as at 31 December 2018, the consolidated statement of comprehensive income, the consolidated statement of changes in equity and the consolidated statement of cash flows for the period then ended, and notes to the financial statements, including a summary of significant accounting policies, and the directors’ declaration. In our opinion, the accompanying financial report of the Group is in accordance with the Corporations Act 2001, including: a) giving a true and fair view of the Group’s financial position as at 31 December 2018 and of its financial performance for the period then ended; and b) complying with Australian Accounting Standards and the Corporations Regulations 2001. Basis for opinion We conducted our audit in accordance with Australian Auditing Standards. Our responsibilities under those standards are further described in the Auditor’s Responsibilities for the Audit of the Financial Report section of our report. We are independent of the Group in accordance with the auditor independence requirements of the Corporations Act 2001 and the ethical requirements of the Accounting Professional and Ethical Standards Board’s APES 110 Code of Ethics for Professional Accountants (“the Code”) that are relevant to our audit of the financial report in Australia. We have also fulfilled our other ethical responsibilities in accordance with the Code. We confirm that the independence declaration required by the Corporations Act 2001, which has been given to the directors of the Company, would be in the same terms if given to the directors as at the time of this auditor’s report. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion. Key audit matters Key audit matters are those matters that, in our professional judgement, were of most significance in our audit of the financial report of the current period. These matters were addressed in the context of our audit of the financial report as a whole, and in forming our opinion thereon, and we do not provide a separate opinion on these matters. P a g e | 64       Key Audit Matter How our audit addressed the key audit matter Carrying amount of development expenditure Note 10 to the financial report As at 31 December 2018, the carrying value of the Group’s mine properties was $18,830,240, and is a material asset of the Group. The date in which a project transitions from exploration and evaluation to development, and then to production requires management’s judgement. At balance date the Group had one mine property being a 100% share in the Sanbrado Gold Project. Our procedures included but were not limited to the following:  We considered management’s assessment of the date on which the project had transitioned from exploration and evaluation to development and, as a result, when capitalisation of development costs commenced;  We performed an impairment assessment of capitalised exploration costs to development expenditure at the date of transition; transferred  In relation to the substantial capitalisation of expenditure during the year as mine properties, we performed detailed testing, including verifying the authorisation, accuracy and completeness of recording and classification of capital the expenditure;  We considered the Directors’ assessment of potential indicators of impairment; and  We examined the disclosures made in the financial report. Information other than the financial report and auditor’s report thereon The directors are responsible for the other information. The other information comprises the information included in the Group’s annual report for the period ended 31 December 2018, but does not include the financial report and our auditor’s report thereon. Our opinion on the financial report does not cover the other information and accordingly we do not express any form of assurance conclusion thereon. In connection with our audit of the financial report, our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial report or our knowledge obtained in the audit or otherwise appears to be materially misstated. 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. Responsibilities of the directors for the financial report The directors of the Company are responsible for the preparation of the financial report that gives a true and fair view in accordance with Australian Accounting Standards and the Corporations Act 2001 and for such internal control as the directors determine is necessary to enable the preparation of the financial report that gives a true and fair view and is free from material misstatement, whether due to fraud or error. In preparing the financial report, the directors are responsible for assessing the ability of the Group 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 to cease operations, or have no realistic alternative but to do so. P a g e | 65   Auditor’s responsibilities for the audit of the financial report Our objectives are to obtain reasonable assurance about whether the financial report as a whole is 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 Australian Auditing Standards 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 this financial report. As part of an audit in accordance with the Australian Auditing Standards, we exercise professional judgement and maintain professional scepticism throughout the audit. We also: - Identify and assess the risks of material misstatement of the financial report, whether due to fraud or error, design and perform audit procedures responsive to those risks, and obtain audit evidence that is sufficient and appropriate to provide a basis for our opinion. The risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. - - - Obtain an understanding of internal control relevant to the audit in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the Group’s internal control. Evaluate the appropriateness of accounting policies used and the reasonableness of accounting estimates and related disclosures made by the directors. Conclude on the appropriateness of the directors’ use of the going concern basis of accounting and, based on the audit evidence obtained, whether a material uncertainty exists related to events or conditions that may cast significant doubt on the Group’s ability to continue as a going concern. If we conclude that a material uncertainty exists, we are required to draw attention in our auditor’s report to the related disclosures in the financial report or, if such disclosures are inadequate, to modify our opinion. Our conclusions are based on the audit evidence obtained up to the date of our auditor’s report. However, future events or conditions may cause the Group to cease to continue as a going concern. Evaluate the overall presentation, structure and content of the financial report, including the disclosures, and whether the financial report represents the underlying transactions and events in a manner that achieves fair presentation. - We communicate with the directors regarding, among other matters, the planned scope and timing of the audit and significant audit findings, including any significant deficiencies in internal control that we identify during our audit. We also provide the directors with a statement that we have complied with relevant ethical requirements regarding independence, and to communicate with them all relationships and other matters that may reasonably be thought to bear on our independence, and where applicable, related safeguards. From the matters communicated with the directors, we determine those matters that were of most significance in the audit of the financial report of the current period and are therefore the key audit matters. We describe these matters in our auditor’s report unless law or regulation precludes public disclosure about the matter or when, in extremely rare circumstances, we determine that a matter should not be communicated in our report because the adverse consequences of doing so would reasonably be expected to outweigh the public interest benefits of such communication. Report on the Remuneration Report Opinion on the Remuneration Report We have audited the Remuneration Report included within the directors’ report for the period ended 31 December 2018. In our opinion, the Remuneration Report of West African Resources Limited for the period ended 31 December 2018 complies with section 300A of the Corporations Act 2001. P a g e | 66   Responsibilities The directors of the Company are responsible for the preparation and presentation of the Remuneration Report in accordance with section 300A of the Corporations Act 2001. Our responsibility is to express an opinion on the Remuneration Report, based on our audit conducted in accordance with Australian Auditing Standards HLB Mann Judd Chartered Accountants Perth, Western Australia 28 March 2019 B G McVeigh Partner P a g e | 67   ADDITIONAL INFORMATION Additional information required by the Australian Stock Exchange Ltd and not shown elsewhere in this report is as follows. The information is current as at 18 March 2019. DISTRIBUTION OF SHARES Category (size of holding) 1 – 1,000 1,001 – 5,000 5,001 – 10,000 10,001 -100,000 100,001 – and over Number of holders 89 283 269 930 471 2,042 The number of shareholdings held in less than marketable parcels is 133. TWENTY LARGEST SHAREHOLDERS The names of the twenty largest holders of quoted shares are: Shareholders ZERO NOMINEES PTY LTD 1 HSBC CUSTODY NOMINEES (AUSTRALIA) LIMITED J P MORGAN NOMINEES AUSTRALIA PTY LIMITED 2 3 CITICORP NOMINEES PTY LIMITED 4 CDS & CO 5 6 CS THIRD NOMINEES PTY LIMITED 7 NATIONAL NOMINEES LIMITED 8 UBS NOMINEES PTY LTD 9 HSBC CUSTODY NOMINEES (AUSTRALIA) LIMITED-GSCO ECA 10 BNP PARIBAS NOMINEES PTY LTD 11 STICHTING LICHFIELD US 12 ALOHA INVESTMENTS PTY LTD 13 P R PERRY NOMINEES PTY LTD 14 BRISPOT NOMINEES PTY LTD 15 MR RICHARD HYDE 16 AMP LIFE LIMITED 17 MR FRANCIS ROBERT HAWDON HARPER 18 MERRILL LYNCH (AUSTRALIA) NOMINEES PTY LIMITED 19 BOSTON FIRST CAPITAL PTY LTD 20 CEDE & CO No. Of Shares Held 199,836,324 82,451,816 55,302,665 38,423,160 27,959,791 27,464,093 23,383,117 23,179,898 19,881,475 13,998,859 13,250,000 10,550,000 9,234,734 8,707,686 7,730,769 7,249,192 5,450,464 5,293,742 5,189,385 5,115,106 589,652,276 % Holding 23.12% 9.54% 6.40% 4.45% 3.23% 3.18% 2.71% 2.68% 2.30% 1.62% 1.53% 1.22% 1.07% 1.01% 0.89% 0.84% 0.63% 0.61% 0.60% 0.59% 68.22% STOCK EXCHANGE LISTING Listing has been granted for the ordinary shares (ASX code: WAF) of the company on all Member Exchanges of the Australian Stock Exchange Limited "ASX") with 864,400,727 shares on the register. The Company was previously also listed on the Toronto Stock Venture Exchange (TSX), which it delisted from on 8th March 2019. P a g e | 68 SUBSTANTIAL SHAREHOLDERS The names of substantial shareholders are: Shareholder VanEck Associates Corporation Mason Hill Advisors, LLC on behalf of itself, Equinox Partners LP, Wilhelmus Henricus Maria Pot and Stichting Lichfield Number of shares 61,429,800 47,425,761 VOTING RIGHTS All shares carry one vote per unit without restriction. UNLISTED OPTIONS 22,178,201 options and performance rights are held by 18 option holders. Options do not carry a right to vote. Holders of more than 20% of the unlisted options and performance rights are: Unlisted option holder Zenix Nominees Pty Ltd Number of options 5,000,000 P a g e | 69 SUMMARY OF TENEMENTS IN BURKINA FASO At 18 March 2019 Tenement Name Register ed Holder Damongto Goudré Wura Resources Pty Ltd SARL Wura Resources Pty Ltd SARL % Held Tenement Number Grant Date Expiry Date Tene- ment Type Tene ment Area km2 Geographical Location 100% No 2018- 184/MMC/SG/ DGCM 100% No 2018- 186/MMC/SG/ DGCM 05/09/2018 01/03/2021 EL 26 05/09/2018 23/03/2021 EL 175 Manessé Tanlouka SARL 100% N2017/014/M EMC/SG/DGC MIM 13/01/2017 13/01/2020 EL 90,35 05/08/2017 04/08/2020 EL 130.7 18/07/2017 17/07/2020 EL 166 18/07/2017 17/07/2020 EL 154.7 21/11/2017 20/11/2020 EL 205.5 05/09/2018 01/03/2021 EL 17.46 Sartenga Toghin Vedaga Bollé Zam Sud West African Resources Developm ent SARL Wura Resources Pty Ltd SARL Wura Resources Pty Ltd SARL Wura Resources Pty Ltd SARL Wura Resources Pty Ltd SARL 100% No 2018- 190/MMC/SG /DGMC 100% No 17 - 182/MMC/SG/ DGCM 100% No 17 - 232/MMC/SG/ DGCM 100% No 17 – 223//MMC/SG /DGCM 100% No 2018- 183/MMC/SG/ DGCM Sanbrado Societe Des Mines De Sanbrado Sa 90% Décret No 2017 – 104/PRES/PM /MEMC/MINE FID/MEEVCC Arrêté No 2018- 139/MMC/SG/ DGMG 13/03/2017 12/03/2024 ML 25.9 Ganzourgou Province P a g e | 70 Ganzourgou Province Ganzourgou Province Ganzourgou Province Namentenga Province Ganzourgou, Provinces Gnagna, Kouritenga Provinces Ganzourgou Province Ganzourgou Province

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