Triton Minerals Limited · ASX:TON
Triton Minerals — 121 Mining Investment Hong Kong 2017
21 slides from Triton Minerals's conference presentation, Oct 17, 2017
Slide 1: Developing World Class Projects for the Expanding Graphite Market
For personal use only Developing World Class Projects for the Expanding Graphite Market Completing Development Milestones on Ancuabe Developing – DFS, World ClassOfftake, EPCthe Projects for & Financing Expanding Graphite Market Completing Development Milestones on Ancuabe – DFS, Offtake, EPC PETER
Slide 2: Project Snapshot
PROJECT SNAPSHOT • Portfolio of world class graphite projects For personal use only • Located in Mozambique, an advanced graphite region with a stable mining jurisdiction and supportive Government • Ideally positioned to capture significant share of the rapidly growing battery and building materials
Slide 3: Mozambique
MOZAMBIQUE A stable, democratic, advanced mining, oil and gas region with supportive government For personal use only Tanzania • Population 29 million Cabo Delgado • Main language Portuguese • Resources output from Graphite, Coal, Malawi and Zambia Pemba Aluminum and Gold Montepuez Balama Ancuabe •
Slide 4: Corporate Snapshot
CORPORATE SNAPSHOT Share Price Performance and Daily Volumes For personal use only • Triton is undervalued relative to its ASX peer group companies (Enterprise Value/Contained Graphite) • Share market liquidity with average daily volume above 2 million shares • Supportive cornerstone investor Shando
Slide 5: What is Graphite?
WHAT IS GRAPHITE? For personal use only 1 Graphite, a material traditionally used in low-tech applications such as electric arc furnaces (EAF), refractories, recarburisers. Driven by steel production 1,400,000 Natural Flake Graphite Demand Forecast 2017-2026 2 Relatively easy material to process and
Slide 6: Transformation in Graphite
TRANSFORMATION IN GRAPHITE The EV Revolution will create unprecedented Expandable Graphite Demand driven by For personal use only demand for raw materials Environmental and Legislative Changes TRITON MINERALS | ASX: TON 6
Slide 7: Expandable Graphite: Market Update
EXPANDABLE GRAPHITE: MARKET UPDATE Expandable Graphite continues to establish itself as a key material in future flame retardant materials For personal use only Possesses superior properties in the slowing of combustion and without the carcinogenic side-effects of substitute materials. Fire safety a
Slide 8: EV and Battery Market Update
EV AND BATTERY MARKET UPDATE Natural Flake Graphite, October 2017 For personal use only • Anode prices on the rise as environmental closures hit flake and synthetic graphite production in China • Flake graphite availability limited with producers reporting low stockpiles and holding back sales on th
Slide 9: Natural Graphite Demand Forecast to Exceed Supply
NATURAL GRAPHITE DEMAND FORECAST TO EXCEED SUPPLY UBS Estimate of EV Production • UBS global auto analysts forecast EV sales to grow at a For personal use only CAGR of 46% between 2020 and 2025 • EV growth means demand growth for natural graphite and other raw materials • Environmental concerns impa
Slide 10: Ticking the Development Boxes
TICKING THE DEVELOPMENT BOXES Management is fast tracking development and delivering on milestones For personal use only Ancuabe scoping study1 completed April 2017, robust economics: Annual production up to 60,000 tonnes Payback between 2.7 and 4.8 years Upside potential through optimisat
Slide 11: Accelerated Project Development
ACCELERATED PROJECT DEVELOPMENT Aiming for first production in 2019 For personal use only Timeline Milestone Major resource upgrade Q1 2017 - Scoping study completed, DFS commenced, all major consultants appointed Q3 2017 Appointed Technical and Marketing Advisor in China to undertake testing
Slide 12: Summary Investment Highlights
SUMMARY Investment Highlights For personal use only The demand for Lithium Ion Batteries is unstoppable according World Class Assets to Roskill, a globally recognised voice in graphite High quality graphite from a proven graphite region with excellent infrastructure and stable mining jurisdiction. N
Slide 13: Disclaimer and Competent Persons Statement
DISCLAIMER AND COMPETENT PERSONS STATEMENT This presentation has been prepared by Triton Minerals Limited (Triton or the Company) and has been prepared for information purposes only. This presentation contains general and For personal use only background information about the Company’s activities cu
Slide 14: Disclaimer and Competent Persons Statement
DISCLAIMER AND COMPETENT PERSONS STATEMENT The Scoping Study referred to in this presentation has been undertaken to determine the potential viability of an open pit mine and graphite processing plant, constructed adjacent to the Ancuabe T12 and T16 deposits, and to reach a decision to proceed with
Slide 15: Supplementary Project and Market Information
For personal use only Supplementary Project and Market Information Developing World Class Projects for the Expanding Graphite Market Completing Development Milestones on Ancuabe – DFS, Offtake, EPC OCTOBER 2017 TRITON MINERALS | ASX: TON 15
Slide 16: World Class Portfolio of Graphite Assets
WORLD CLASS PORTFOLIO OF GRAPHITE ASSETS Ancuabe For personal use only • Premium quality graphite due to large flake size and very high purity and 110 kV expandability - confirmed by internationally recognised independent Power experts ANCUABE Container Port • JORC Indicated + Inferred Resource: 27.
Slide 17: Graphite Market Undergoing Major Transformation
GRAPHITE MARKET UNDERGOING MAJOR TRANSFORMATION Demand Drivers: Environmental legislation and structural change in the expandable, EV and battery markets For personal use only Supply Drivers: Under pressure due to changing environmental regulations and declining grade in parts of China EVs and Batte
Slide 18: Chinese Market Dominance Declining
CHINESE MARKET DOMINANCE DECLINING Driven by Environmental Policy & Legislation For personal use only • Environmental management is a key pillar of Chinese Government policy • Not only focused on growing car and bus EV capability but also cleaning up major polluting industries • Chinese graphite ind
Slide 19: Triton's Primary Focus is Expandable Graphite
TRITON’S PRIMARY FOCUS IS EXPANDABLE GRAPHITE What is Expandable Graphite? For personal use only • Graphite is expanded by immersing the natural flake graphite concentrate (usually at a grade of 95% to 99% Total Graphitic Carbon (TGC)), in a bath of acid and oxidising agents, which forces apart the
Slide 20: What Will Drive Expandable Graphite Demand?
WHAT WILL DRIVE EXPANDABLE GRAPHITE DEMAND? Flame Retardant Building Materials (FRBM) For personal use only • Fire safety a growing global issue in commercial and residential construction • China has recently mandated FRBM in all new buildings and will ban traditional brominate flame retardants in 2
Slide 21: Expandable Graphite in Flame Retardant Building Materials
EXPANDABLE GRAPHITE IN FLAME RETARDANT BUILDING MATERIALS Advantages Uses for Graphite Polystyrene (Source BASF website) For personal use only Can be expanded by low heat (150 to 300oC) Safe and chemically inert Halogen free Heavy metal free Reflects radiant heat energy and reduces thermal
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