Blue Gold (BGL) investor relations material

Business overview and strategy

• Recently listed on NASDAQ, the company operates a vertically integrated gold business spanning mining, trading, tokenization, and fintech payments.

• The Standard Gold Coin, launched in January, is a one-to-one physically backed gold token, aiming to become a leading standard in tokenized gold.

• Plans include listing the token on multiple exchanges and expanding mining operations in West Africa and Latin America.

• Revenue streams are diversified across mining, trading, token sales, transaction fees, and fintech services.

• The fintech platform enables users to spend tokenized gold via cards and direct payments, with an app launch imminent.

Product and technology highlights

• Each token is fully backed by allocated physical gold, with unique bar numbers and third-party vaulting, primarily in the UAE.

• Tokens are issued by a Wyoming Digital Asset Statutory Trust, leveraging U.S. digital asset regulations for investor protection.

• The platform is built on Base, ensuring compatibility with major exchanges like Coinbase and low transaction costs.

• Redemption is emphasized, allowing users to claim physical gold at Brink's vaults globally or convert to fiat at point of sale.

• Competitive advantages include public company transparency, instant tokenization, and regular third-party attestations.

Market opportunity and competitive landscape

• Tokenized real-world assets are forecast to grow from $118 billion in 2024 to $10 trillion in five years.

• Gold remains a favored inflation hedge, but less than 1% of above-ground gold is currently tokenized.

• The Standard Gold Coin targets both institutional and retail markets, aiming for rapid scale and liquidity.

• Key competitors include Tether Gold and Pax Gold, but the company differentiates through regulatory oversight and retail usability.

• Institutional partnerships and exchange listings are prioritized to boost adoption and recurring income.