Slide 1: A Resource Company Creator
For personal use only A RESOURCE COMPANY CREATOR October 2018 GO FURTHER – CLIMB THE MOUNTAIN
Slide 2: Cautionary Statement
For personal use only Corporate Presentation Cautionary Statement This presentation has been prepared by DGR Global Limited (“DGR Global” or “The Company”). By accessing this presentation you acknowledge that you have read and understood the following statement. Forward‐looking Statements This docum
Slide 3: Why DGR Global?
For personal use only Why DGR Global? DGR Global as a long‐term investment makes sense against the background of trends and changes taking place in the world.
Slide 4: DGR holds substantial positions in emerging resource companies
For personal use only DGR HOLDS SUBSTANTIAL POSITIONS IN EMERGING RESOURCE COMPANIES Copper and Gold in Ecuador Lithium and Gold in Africa Cobalt and Tin in Australia 83% Oil and Gas in Australia ARMOUR UGANDA Lithium and Gold in Argentina
Slide 5: Diverse range of commodities: traditional and energy
For personal use only DIVERSE RANGE OF COMMODITIES TRADITIONAL AND ENERGY
Slide 6: Diverse theatres, commodities and markets
For personal use only DIVERSE THEATRES, COMMODITES AND MARKETS Ecuador Argentina Au Solomon Islands Australia Cu, Au Li, Au Oil Ghana Gabon Au, Cu, Oil, Gas, Sn Ivory Coast Chad Li, Au Uganda International Stock Exchanges (ASX, LSE, AIM, TSX)
Slide 7: A continual pipeline from ideas to cash
For personal use only A CONTINUAL PIPELINE FROM IDEAS TO CASH MATURITY Pay dividends 5. Development / Corporate takeover Phase 5 4. Resource definition, secondary raisings Phase 4 3. Exploration programs Phase 3 2. Seed raising, proof of concept, IPO Phase 2 Phase 1 1. Choose commodity, region and c
Slide 8: Value exceeds the price
For personal use only VALUE EXCEEDS THE PRICE 613,181,877 shares on issue $1.9 million cash in bank $95 million market cap
Slide 9: Plenty of news
For personal use only PLENTY OF NEWS Recent Progress Financial Status Upcoming News Flow Major project progression at Cascabel Strong Balance Sheet DGR – Launch oil project in Uganda, Float SOLG Auburn Resources Tribeca Alliance Aggressive Regional Exploration SOLG – Further re‐rate on Resource SOLG
Slide 10: Agreement with Tribeca Investment Partners
For personal use only AGREEMENT WITH TRIBECA INVESTMENT PARTNERS $10 million subscription of convertible notes maturing Sept 2020. Convertible at $0.20 at Tribeca’s election. 12% interest rate, secured. Ben Cleary joined the DGR Board. Tribeca was rated as the best performing hedge fund for 2016 wit
Slide 11: Growth, urbanisation & electrification drives demand for resources
For personal use only GROWTH, URBANISATION & ELECTRIFICATION DRIVES DEMAND FOR RESOURCES By 2030 the World’s population will be 8.6 billion, and by 2050 it will be 9.8 billion. Life expectancy continues to increase, and populations are generally ageing. Population is driving urbanisation and demand
Slide 12: Forecast demand for gas is strong
For personal use only FORECAST DEMAND FOR GAS IS STRONG ARMOUR ENERGY & DARK HORSE BENEFITS Source: BP Energy Outlook Report 2017
Slide 13: Australian gas forecast to play a major role in global supply
For personal use only AUSTRALIAN GAS FORECAST TO PLAY A MAJOR ROLE IN GLOBAL SUPPLY ARMOUR ENERGY & DARK HORSE BENEFITS Source: BP Energy Outlook Report 2017
Slide 14: Rejuvenating the Roma Shelf
For personal use only • REJUVENATING THE ROMA SHELF Located south of Roma, regulatory and social licences to operate • Close to Wallumbilla Gas Hub – connected to Roma- Brisbane Pipeline • Over 3000 km2 of highly prospective petroleum acreage • Currently producing and selling 9TJs per day plus liqui
Slide 15: Armour Energy - upscaling success
For personal use only ARMOUR ENERGY ‐ UPSCALING SUCCESS A STRONG BASE – KINCORA PROJECT REPEATING THE METHOD ACROSS THE RESERVES DEFINING A PROVINCE Produces 9TJs per day of gas plus oil LPG & condensate • 107PJs Reserves 3P • Title is vital – 3,000km2 • Current Revenues circa $2.2m per month • 62 P
Slide 16: New frontier provinces
For personal use only NEW FRONTIER PROVINCES • 1,750,000 contiguous acres in Northern Australia, poorly explored to date ‐ Multiple stacked basins ‐ 365 BCF Contingent Gas Resources ‐ Drill & Completion ready gas targets
Slide 17: Armour aiming to replicate Arrow - the best is yet to come
For personal use only ARMOUR AIMING TO REPLICATE ARROW‐ THE BEST IS YET TO COME For Armour: For Arrow: • Still early days • Ultimate success took more than 10 years from initial listing to • Successful drilling of new wells across Armour’s tenement holding will corporate takeover by Shell/PetroChina
Slide 18: Emerging technologies driving new resource demands
For personal use only EMERGING TECHNOLOGIES DRIVING NEW RESOURCE DEMANDS AS GLOBAL URBANISATION INCREASES FROM 50% TO 65% Source: Visual Capitalist website Source: reneweconomy.com.au – July 2017
Slide 19: Discovering a new lithium frontier in West Africa
For personal use only – DISCOVERING A NEW LITHIUM FRONTIER IN WEST AFRICA 65Mt @ 1.43% Li2O • Proven big, high-grade Li spodumene pegmatites • Significant globally • Historical gold focus in the Birimian, yet highly prospective for Li too • 1,822km2 portfolio secured in Ghana and Ivory Coast
Slide 20: Ewoyaa discovery drilling - initial observations encouraging
For personal use only EWOYAA DISCOVERY DRILLING – INITIAL OBSERVATIONS ENCOURAGING
Slide 21: First mover advantage, scale potential - Chad
For personal use only FIRST MOVER ADVANTAGE, SCALE POTENTIAL ‐ CHAD DOROTHE GOLD PROJECT • 200km2 exploration license granted • 14,474m of trenching completed Gold nuggets from license areas • Extensive artisanal workings • Two discrete mineralisation targets: - 3x1km artisanal pitting zone - 1km x
Slide 22: Tin and cobalt crucial to new technology
For personal use only TIN AND COBALT CRUCIAL TO NEW TECHNOLOGY AUS TIN MINING BENEFITS
Slide 23: Electrification and EV market driving future demand for copper
For personal use only ELECTRICIFCATION AND EV MARKET DRIVING FUTURE DEMAND FOR COPPER Source: LME Macquarie Research
Slide 24: Copper supply vs demand
For personal use only COPPER SUPPLY VS DEMAND • Current sales of copper are only a fraction of what they could be as we move further toward renewables • Renewables are five times more copper intensive than conventional Sources: CDA,ICA Copper is not being discovered fast enough to be mined to meet u
Slide 25: SolGold - giant copper-gold deposits
SOLGOLD - GIANT COPPER-GOLD DEPOSITS For personal use only LOOK WHERE THERE’S LOTS OF THEM Andean Copper Belt – production base of around half the world’s copper New Discoveries being made – under-explored northern portion of Andean Copper Belt Queensland Well explored Data derived from USGS (Si
Slide 26: Ecuador could mimic northern Chile's copper endowment
For personal use only ECUADOR COULD MIMIC NORTHERN CHILE’S COPPER ENDOWMENT • Late Eocene–Early Oligocene from 43 – 31 Ma Porphyry Deposits of Northern Chile 25% of global copper production • The most significant metallogenic epoch Almost half world’s copper production • Giant porphyry Copper de
Slide 27: Ecuador's porphyry belts being revealed
For personal use only Ecuador’s Porphyry Belts Being Revealed ● Ecuadorian Porphyry Belts to yield more large porphyry copper and gold discoveries Age Dated South American Porphyry Deposits (Age / Tonnage / Contained Cu / Cu Grade) Chile is arid & ore M bodies exposed ‐ Lots of i them l l i o n T o
Slide 28: Ecuador's gift is Cascabel's advantage
For personal use only ECUADOR’S GIFT IS CASCABEL’S ADVANTAGE • 3 hour drive from Quito • 180 km from a deep water ports at Esmeraldas, Cascabel 100 km from San Lorenzo has plenty of water Pacific port • International Hydro Power network 30km – 5 per at Esmeraldas ECUADOR KWH • Local workforce • Exce
Slide 29: Bornite - 63% Cu, core of the porphyry system
For personal use only BORNITE – 63% CU, CORE OF THE PORPHYRY SYSTEM HIGH GRADE CONCENTRATE Hole 24, 824m Hole 37 at Alpala Northwest intersects primary Bn-Cpy-Mt assemblages
Slide 30: Conceptual low cost, low impact underground development
For personal use only CONCEPTUAL LOW COST, LOW IMPACT UNDERGROUND DEVELOPMENT • Conceptual 6km decline development • Proposed multi cave development concept • Alpala Still Growing • Trivinio and Moran targets untested as yet
Slide 31: Applying the SolGold discovery blueprint
For personal use only APPLYING THE SOLGOLD DISCOVERY BLUEPRINT 10 MAJOR TARGETS THROUGHOUT ECUADOR Strategy to apply the successful Cascabel blueprint across Ecuador 10 major targets over approximately 3,200km² (2 epithermal gold and 8 porphyries) 42 geologists operating across the country und
Slide 32: Uganda oil project
For personal use only UGANDA OIL PROJECT Low risk destination for world class onshore oil discoveries Rift Basins • High organic carbon contents ‐ thick source rocks • Very high subsidence rates • Fast burial • Intercalated coarse sand wedges • High heat flows • Rapid oil prone petroleum generation,
Slide 33: Highly prospective basin - Kanywataba block
For personal use only HIGHLY PROSPECTIVE BASIN KANYWATABA BLOCK • Granted to Armour Energy in September, 2017 ‐ 83% DGR Global beneficial interest and Armour Energy 17%. • US$1.3m expenditure to date. Forward programme ‐ Year 1, US$350,000 (studies & geochemical) and Year 2, US$1.65m (2D seismic) •
Slide 34: Targets mimic the 200MMBBL Kingfisher oil field
For personal use only TARGETS MIMIC THE 200MMBBL KINGFISHER OIL FIELD Line – HOG 2010-05 MIG Kanywataba 1 Analog Kingfisher Field on Strike w/ Tonya Fault NW SE Prospect 3 Prospect 2 Intraformational Gas Cloud seal Basement seal Basement seal Bright Spots Meta-sedimentary and TD ~3280m granitic base
Slide 35: Uganda oil project
For personal use only UGANDA OIL PROJECT Low risk destination for world class onshore oil discoveries Location - Albertine Rift Uganda Risked Prospective Oil Resource Estimate (MMBLS) Kanywataba Block Outline Prospect Number Low Best High Stacked 1 33 66 110 Stacked 2 22 45 75 Stacked 3 35 71 118 St
Slide 36: For personal use only
For personal use only Nick Mather | CEO nmather@dgrglobal.com.au Eliza Michael| Public Relations emichael@dgrglobal.com.au Twitter: @DGRGlobal | ASX:DGR | dgrglobal.com.au Competent Persons Statement The information herein that relates to Exploration Results is based on information compiled by Nicho