Kinetic Dev Secures 51% of MC Mining for US$90.00 million, Expanding Consolidated Coal Resources to 8.99 billion tonnes

Bulletin Express05-05

Kinetic Development Group Limited (Kinetic Dev) has completed the second and final closing of its share subscription in South Africa-based MC Mining on 22 April 2026. The transaction involved the issue of 430.91 million new MC Mining ordinary shares to Kinetic Dev for a total cash consideration of US$90.00 million, fully funded from internal resources.

Following completion, Kinetic Dev holds 51% of MC Mining’s enlarged share capital and occupies five of the latter’s nine board seats, thereby obtaining effective management control. MC Mining is now classified as an indirect non-wholly owned subsidiary and will be consolidated into Kinetic Dev’s financial statements from the completion date.

The combination increases Kinetic Dev’s attributable coal resources from 1.24 billion tonnes to 8.99 billion tonnes. MC Mining contributes approximately 8.30 billion tonnes under JORC standards, led by the 6.90 billion-tonne Greater Soutpansberg Projects (GSP) and the 0.71 billion-tonne Makhado Project.

Project status highlights:

• Makhado Project – Coal handling and preparation plant commissioning is in its final engineering phase, with large-scale open-pit mining slated to start shortly.

• Greater Soutpansberg Projects – Advanced exploration and pre-feasibility studies are under way across three contiguous licences totaling 88,000 hectares.

• Uitkomst Colliery – Dormancy procedures are complete; technical optimisation is in progress for a capacity ramp-up upon restart.

• Vele Aluwani Colliery – Currently on care and maintenance; a feasibility review will follow Makhado’s full start-up to assess potential re-activation through targeted plant upgrades.

Kinetic Dev plans to leverage supply-chain scale and operating experience to lower MC Mining’s unit costs, enhance mine-mouth efficiencies, and progressively unlock value across the enlarged resource base. Shareholders and investors are advised to exercise caution when dealing in Kinetic Dev securities.

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