Slide 1: A Resource Company Factory
For personal use only A Resource Company Factory November 2015
Slide 2: Global Resources Landscape - A New Dawn
Global Resources Landscape p - A New Dawn For personal use only • Urbanisation of 4bn people p p will drive steady y global growth • Capital delivery out of sync with community demand • Price variability has a 5 to 7 year cycle • Get set now • Emerging nations • Using paradigm shifts in technology a
Slide 3: The Resource Factory Model
The Resource Factoryy Model For personal use only Production & dividends 6. Production 5. Development Phase 6 4. Resource definition, Phase 5 secondary y raisings g 3. Exploration Phase 4 programs 2. Seed raising, proof Phase 3 of concept, IPO Argentina A ti AfAfrica, i Ph Phase 2 Energy, Copper, 1.
Slide 4: As at 28/10/2015
For personal use only As at : 28/10/2015 4
Slide 5: A dependable recipe for creation
A dependable recipe for creation For personal use only 1 2 3 4 5 PASSIONATE NECESSARY IN WELL COLOSSAL USING STATE EXECUTIVES & COMMODITIES ENDOWED FOOTPRINT OF THE ART TALENTED PROVINCES TECHNOLOGY GEOSCIENTISTS • EExcludes l d • Paradigm P di • Invested • Inexorable • Geological competition shifts
Slide 6: Passionate Invested Executives
Passionate Invested Executives For personal use only They did it.. • Invested Executives Capital investment that matters Strong industry experience Peter Lynch y Richard Laufmann Waratah Coal Ballarat Gold No distractions Big thinkers They’ll do it.. Nick Davies Peter Spiers Arrow Energy O b
Slide 7: Talented Geoscientists
Talented Geoscientists For personal use only IDEA GENERATORS Neil Wilkins Peter Bubendorfer Gold Ridge Solomon Islands Generated Arrow Energy’s Surat Basin Gas Shale oil and gas Macarthur Basin for Bow Energy Armour Galilee Coal for Waratah Coal on the Roma Freda Nena discoveries PNG Shelf Zinc Lead
Slide 8: Constant Growth defines key commodities
Constant Co sta t Growth G o t defines de es key ey co commodities od t es For personal use only Iron To build it Gas To power it Copper To wire it Urbanise 4 billion people in 35 years – Resource prices are going up Fertilisers To feed us
Slide 9: You've got to look for Copper
You’ve You ve got to look for Copper For personal use only 35_ Likely Range ~ 15Mt for Global increase in 30 30_ Demand copper from 2015 ‐ consumption 25_ 2025 is very likely over the next Global Copper Demand ‐ Mtt Cu decade 10000 _ D Demand d 20_ opper Price ‐ US$/ton Cu 9000 _ 2010‐ 2015 8000 _ 1
Slide 10: Look in a well endowed province with scale
Look in a well endowed province with scale For personal use only Andean Copper Belt 10
Slide 11: Be lateral - Think
Be lateral -Think Think 1 1.2 2 billion years ago!! For personal use only NavGas and Armour Orbis Gold’s Gold s Birimian gold projects were sourced from a top-down search strategy IronRidge’s Gabonese iron ore projects NavGas’ and Armour Energy Proterozoic oil and gas were sourced from a top-down se
Slide 12: Colossal Footprint - Armour's McArthur Basin
Colossal Footprint- Footprint Armour Armour’ss McArthur Basin For personal use only Provinces Attract: ► Governments ► Majors ► Capital Provinces give you: ► Room to define t targett areas and d relinquish ground ► Access Redundancy ► A cookie ki cutter tt for f Success Cooper Basin, QLD McArthur Ba
Slide 13: Developing Nations - Early Mover Advantages
Developing e e op g Nations at o s - Early a y Mover o e Advantages d a tages For personal use only IronRidge in Gabon, Africa Rafael Correa‐ Ecuador, Pro mining President DGR’s Daughter companies go to emerging jurisdictions to establish resource projects. • Government support • Available tenure •
Slide 14: State of the Art Technology
State of the Art Technology For personal use only DECLINE PLAN Potential Decline ‐ 6000m of development • Vertical gains: Alpala 1800m / Aguinaga 1250m • Aguinaga Relative Level is near surface. • Aguinaga Chargeability is very high and very broad. • Aguinaga g g has both open p Pit and U/G / Potent
Slide 15: State of the Art Technology
State of the Art Technology For personal use only 15
Slide 16: Navaho's Big Power Opportunity in Argentina
Navaho’s Big g Power Opportunity pp y in Argentina g For personal use only Pico Quemado Coal Project • High Quality Steaming Coal • 600 km from an Argentine Port • Chilean Ports blocked by the Andes, but: Navaho Navaho‐ MARAYES COAL • 80km from 4 x 500kV power lines to PROJECT one of the worlds larg
Slide 17: Experience, Technology and Capital - American Energy Partners
Experience, Technology and Capital - American Energy Partners- to spend US$130m + US$23m Payments for 75% of AJQ McArthur Basin* Basin For personal use only Utica trend Macarthur Basin Marcellus trend outline Armour Energy gy Glyde y Well Aubrey McClendon CEO‐ American Energy Partners * Subject to t
Slide 18: Armour is Transitioning to become a significant petroleum producer
Armour is Transitioning to become a significant petroleum producer For personal use only Roma Shelf, Surat Basin project Category Estimate Cash flow timing • Oil – shortly following completion • Gas / LPG / condensate – 6 to 12 months Independently p y verified 2C • Gas – 28.3 PJ ggas contingent res
Slide 19: Good News: The Market is Beginning to Spend
Good News: The Market is Beginning to Spend For personal use only Raise to advance or preserve Raising is difficult Raise to create ORBIS Armour Energy Next??
Slide 20: Demonstrated Outstanding Value Creation
Demonstrated Outstanding g Value Creation For personal use only $ 60m Asset Value DGR A 30m 0 S&P/ASX Emerging Companies Index S&P/ASX Small Ordinaries S&P/ASX 300 DGR NTA 30/06/2010 12/11/2015 20
Slide 21: The Outputs - Minimal Cost, Maximum Return
The Outputs p – Minimal Cost,, Maximum Return For personal use only • All assets created in-house • A diversified portfolio currently valued at approximately $32 million • Growth of ~95% per annum in net listed asset value per share since 2007 • Access to a pipeline with further projected value of $
Slide 22: Corporate Asset Update
Corporate p Asset Update p For personal use only Bid for Armour Energy @ 20 cents per share by Westside Defended American Energy $US130 NT Farm in approved at EGM 30th October 2015 Maiden dividend of 0.25 cents p per share and reinvestment plan p in DGR Armour Energy – Takeover bid from West
Slide 23: DGR News Flow, Months
DGR News Flow,, 6 Months For personal use only • DGR Global Maiden dividend of 0.25 cents per share and reinvestment plan in DGR AusTin Mining o Small scale pilot mine to be cash positive o Ore beneficiation, metal credits, extra resources for upside at Taronga o Tasmanian high g g grade mine p
Slide 24: Disclaimer
Disclaimer sc a e For personal use only Forward Looking Statement Whil t based Whilst b d on information i f ti f from sources considered id d reliable, li bl DGR Global Gl b l Limited, Li it d its it directors, di t employees and consultants do not represent, warrant or guarantee, expressly or impl
Slide 25: DGR Global Contacts
DGR Global Contacts For personal use only Nick Mather | CEO nmather@dgrglobal.com.au Greg Runge | General Manager grunge@dgrglobal.com.au Karl Schlobohm | Company Secretary k hl b h @d l b l kschlobohm@dgrglobal.com.au ASX:DGR | www.dgrglobal.com.au 25