Slide 1: Mining 2011 Resources Convention | Brisbane
Mining 2011 Resources Convention | Brisbane 27 October 2011
Slide 2: Disclaimer
Disclaimer Forward Looking Statement Whilst based on information from sources considered reliable, D’Aguilar Gold Limited, its directors, employees and consultants do not represent, warrant or guarantee, expressly or impliedly, that the information in this document and presentation is complete or ac
Slide 3: Strong Resource Demand in Undeveloped Nations
Strong Resource Demand in Undeveloped Nations OECD Strong Energy Demand Growth China Strong Steel Demand Growth Source: MPS MAR TIN PLACE SECURITIES
Slide 4: Overweight Cash to Drive Resource Equities Demand in Australia
Overweight Cash to Drive Resource Equities Demand in Australia 1,800 ASX300 Market Cap Cash 1,600 1,400 1,200 1,000 800 600 Jan/05 Jul/05 Jan/06 Jul/06 Jan/07 Jul/07 Jan/08 Jul/08 Jan/09 Jul/09 Jan/10 Jul/10 Jan/11 Jul/11 Source: MPS MPS MAR TIN PLACE SECURITIES MAR TIN PLACE SECURITIES
Slide 5: Diversified Global Resource Targets
Diversified Global Resource Targets
Slide 6: Diversified Global Resource Targets
Diversified Global Resource Targets • PROVIDING INVESTORS WITH ACCESS AT THE GROUND FLOOR exposure to seed placement opportunities • DIVERSIFIED PORTFOLIO OF RESOURCES gold, silver, copper, nickel, iron ore, titanium, oil & gas • GLOBAL PRESENCE mitigated sovereign risk 6
Slide 7: Building a Resource Factory
BUILDING A RESOURCE FACTORY
Slide 8: The Recipe for Success
The Recipe for Success 1. GOOD PEOPLE – Dedicated, invested staff, think laterally – Help them get rich – Economic buy in by local communities 2. BIG PROJECTS – Provincial tenement coverage of national relevance – Strong commodity market gas/ gold/ iron/copper – A new approach - new prices, new meta
Slide 9: At DGR Global We Incentivise Our People
At DGR Global We Incentivise Our People • DGR Global backs new resource opportunity creators with equity • Global exploration mandate TARGETTING BULKS – iron, potash, phosphate, bauxite – new provinces • Implementing DGR global expansion strategy
Slide 10: Growth Pipeline – Plan for 20 in 5 Years
The DGR Global Family Today Growth Pipeline – Plan for 20 in 5 Years
Slide 11: Targeting Outperformance
Targeting Outperformance 140 140 BUILDING VALUE FOR SHAREHOLDERS FUTURE PLANS* 120 120 100 100 Armour Energy Navaho Gold Value to DGR ($AUD millions) 80 80 Ausnico Pre seed value to DGR (based on seed price) 60 60 Pre IPO value to DGR (based on IPO price) Listed value to DGR 40 40 DGR Market Cap (we
Slide 12: A Unique Resource Strategy
A Unique Resource Strategy • We are not just a container for assets. We are a factory – we create assets. • Maintain the emphasis on business generation – do it regularly – improve new project generation capability. • Increase the project size steadily – raise the bar. • Monetise the investments – i
Slide 13: We Create Assets
WE CREATE ASSETS
Slide 14: Armour Energy New Regional Gas Giant
Armour Energy New Regional Gas Giant • Accomplished Board & Management • $14m Seed Raised • Planned $75m IPO • One of the largest shale gas acreage positions in Australia • Competitive Social & Logistic Advantages NORTHERN TERRITORY AND QUEENSLAND TENEMENT AND TENEMENT APPLICATION AREA 126,000km²
Slide 15: Accomplished Management
Accomplished Management ARMOUR ENERGY CEO, PHIL MCNAMARA • Mining Engineer with 28 years experience. • Successfully raised $14m in Armour Energy. • Former Managing Director of Waratah Coal Galilee Basin Coal Project: – 1.1Bt reserve, $8.5b mine, rail and port project – Established $5.5b debt finance
Slide 16: Navaho Gold: Sometimes It's Under Your Nose
Navaho Gold Sometimes It’s Under Your Nose RED HILL GOLD RUSH 3.5Moz
Slide 17: Sometimes It's Under Your Nose
Sometimes It’s Under Your Nose • 7 tenements in world class gold district in Nevada – the richest gold province in the world • 2 RIGS DRILLING NOW
Slide 18: Solomon Gold: World Class Copper Gold Targets on the Rim of Fire
Solomon Gold | World Class Copper Gold Targets on the Rim of Fire
Slide 19: Solomon Gold: A New Gold Province in Queensland
Solomon Gold A New Gold Province In Queensland Inferred Mineral Resource estimate at Rannes containing 3.2Moz Silver and 237,698oz Gold, and continuously expanding Kauffman’s Inferred Resource 3D model
Slide 20: Mt Isa Metals: Extensive Gold Strategy in Burkina Faso
Mt Isa Metals Extensive Gold Strategy in Burkina Faso MET Exploration Permits
Slide 21: Solomon Gold Unprecedented Access
Solomon Gold Unprecedented Access
Slide 22: For the Sceptics
FOR THE SCEPTICS
Slide 23: They Said it Couldn't be Done
They Said it Couldn’t be Done • In 1999 the sceptics said “you could not find, let alone develop, a minerals sands project in the northern Murray Basin”. – Bemax has now developed its second operation after being taken over by Saudi Arabian company Cristal. • In 2000 the sceptics said “Coal Seam Gas
Slide 24: Contacts
Contacts Nick Mather | CEO nmather@daguilar.com.au Greg Runge | General Manager grunge@daguilar.com.au Carlie Rogers | Business Development crogers@daguilar.com.au ASX:DGR | www.daguilar.com.au
Slide 25: Thank You
Thank You No offer or intended offer of securities of Armour is made by this presentation. A prospectus pursuant to s 710 Corporations Act is intended to be issued by Armour to raise $75 m through the offer of securities. ("Prospectus"). Anyone wanting to acquire securities in Armour will need to co