Dgr Global Limited · ASX:DGR
Dgr Global — Energy Mines and Money Brisbane 2019
26 slides from Dgr Global's conference presentation, Jun 13, 2019
Slide 1: Not Another Resource Company
For personal use only Not Another Resource Company Energy Mines and Money Brisbane June 2019 Karl Schlobohm Group Company Secretary
Slide 2: Cautionary Statement
For personal use only CONFERENCE 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 docu
Slide 3: DGR Global is a resource company generator
For personal use only DGR Global is not just another resource company. DGR Global is a resource company generator.
Slide 4: DGR's Portfolio
For personal use only DGR’s PORTFOLIO
Slide 5: DGR's Value Exceeds Pricing
For personal use only DGR’s VALUE EXCEEDS PRICING
Slide 6: DGR's Portfolio: One Entry Point for Exposure
For personal use only DGR’S PORTFOLIO DGR Global Offers One Entry Point for Exposure to... 1. A diverse range of commodities. 2. A diverse range of operational jurisdictions. 3. Multiple financial markets and international exchanges. 4. Traditional resources (gold, copper, gas) and technology‐driven
Slide 7: A Continual Pipeline from Ideas to Cash
For personal use only A CONTINUAL PIPELINE FROM IDEAS TO CASH MATURITY Reward 5. Development and production 4. Resource definition, secondary raisings Back + endorse 3. Exploration programs 2. Seed raising, proof of concept, IPO Dream 1. Choose commodity, region and country INFANCY Re‐create new pro
Slide 8: Commodity Diversity
For personal use only DGR’s PORTFOLIO Commodity Diversity Lithium Bauxite Copper Oil Cobalt Zinc Dark Horse, IronRidge, SolGold, Auburn Armour, DGR (Uganda) Aus Tin, Auburn, Auburn, Ripple IronRidge, Aus Tin Albatross Coolgarra (DGR) (Armour) (DGR) Gas Gold Iron Ore Tin Armour SolGold, IronRidge & D
Slide 9: DGR's Portfolio
For personal use only DGR’s PORTFOLIO
Slide 10: 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 ageing. • Population is driving urbanisation and demand grow
Slide 11: Future Demand for Commodities: Global Trends to 2050
For personal use only FUTURE DEMAND FOR COMMODITIES Global Trends to 2050 United Nations – World population estimated to be 9.8 billion. United Nations – Double the number of people aged 60+ years. United Nations – Increasing life expectancies, particularly in emerging economies. PWC – 6 of
Slide 12: Future Demand for Commodities: Macro Level Issues to 2050
For personal use only FUTURE DEMAND FOR COMMODITIES Macro Level Issues to 2050 United Nations – India more populous than China by 2022. BHP – Mass market EV’s to gain traction in the second half of the 2020’s. United Nations – World Population 8.6 Billion estimated by 2030. PWC – By 2040 the
Slide 13: Future Demand for Commodities: Micro Level Issues to 2050
For personal use only FUTURE DEMAND FOR COMMODITIES Micro Level Issues to 2050 Every person currently consumes 16kgs of extracted resources every day. In the Western World, this number is 57kgs per person! Every day items: Phone (42 minerals), TV (35 minerals), Computer (30 minerals). Curren
Slide 14: Everything Points to Energy
For personal use only DGR OFFERS EXPOSURE TO ENERGY Everything Points to Energy Source: International Energy Agency
Slide 15: Everything Points to Energy
For personal use only DGR OFFERS EXPOSURE TO ENERGY Everything Points to Energy Energy Generation Fuels Energy Transmission Energy Storage & Technologies
Slide 16: Energy Generation Fuels: Armour Energy
For personal use only DGR OFFERS EXPOSURE TO ENERGY Energy Generation Fuels Listed on ASX (AJQ). Kincora Project and all infrastructure acquired in 2015 and production re‐started in late 2017. Currently selling all gas, LPG, Oil and Condensates produced. Kincora Project includes over 2,000km
Slide 17: Energy Generation Fuels: Armour Uganda
For personal use only DGR OFFERS EXPOSURE TO ENERGY Energy Generation Fuels Unlisted company. World Bank describes Uganda as the “latest hotspot” for oil exploration and production. No restrictions on foreign ownership. Oil majors Tullow, CNOOC, and Total currently in residence. Oil pipeli
Slide 18: Energy Generation Fuels: Highly Prospective
For personal use only DGR OFFERS EXPOSURE TO ENERGY Energy Generation Fuels Highly Prospective Rift Basin Multi‐stacked play Current Program Surface sampling Seismic survey Data processing Basin study Next Steps Capital raisings and stock market listing 2020 – first well to be drille
Slide 19: Energy Transmission: SolGold
For personal use only DGR OFFERS EXPOSURE TO ENERGY Energy Transmission Listed on LSE and TSX (SOLG on both). Flagship Cascabel copper‐gold porphyry project in Northern Ecuador. Preliminary Economic Assessment released, and PFS now underway with delivery expected by the end of 2019. Largest
Slide 20: Energy Transmission: Auburn Resources
For personal use only DGR OFFERS EXPOSURE TO ENERGY Energy Transmission Unlisted public company. Auburn Resources is focused on the discovery and development of copper, gold, nickel, cobalt, silver, lead and zinc deposits in Eastern Queensland and the Northern Territory. The company holds a po
Slide 21: Within the DGR stable, we have the Top covered
For personal use only DGR OFFERS EXPOSURE TO ENERGY Within the DGR stable, we have the Top 6 covered… Source: Rio Tino 2017
Slide 22: Energy Storage & Emerging Technologies: IronRidge Resources
For personal use only DGR OFFERS EXPOSURE TO ENERGY Energy Storage & Emerging Technologies Listed on LSE:AIM (IRR). African‐focused explorer with lithium and gold projects across Ghana, Ivory Coast and Chad. Major shareholders are DGR Global, Assore Limited and Sumitomo Corporation. Fast‐tra
Slide 23: Energy Storage & Emerging Technologies
For personal use only DGR OFFERS EXPOSURE TO ENERGY Energy Storage & Emerging Technologies Multiple high voltage power Sealed bitumen road within 1km of New 800m Dry Bulk jetty with lines adjacent to site deposit and 100km from port 16m draft under construction
Slide 24: Energy Storage & Emerging Technologies: Dark Horse Resources
For personal use only DGR OFFERS EXPOSURE TO ENERGY Energy Storage & Emerging Technologies Listed on ASX (DHR). Argentinean‐focused explorer with lithium and gold projects. Lithium projects both hard rock (San Luis) and salar / brine (San Jorge). Extensive coverage of the highly prospective
Slide 25: Energy Storage & Emerging Technologies: Aus Tin Mining
For personal use only DGR OFFERS EXPOSURE TO ENERGY Energy Storage & Emerging Technologies Listed on ASX (ANW). Tin mining operations in NSW and Tasmania. Taronga (NSW) is the 5th largest underdeveloped tin deposit in the world, with exploration upside within project footprint. Taronga Stage
Slide 26: Contact Points
For personal use only DGR GLOBAL CONTACT POINTS Nick Mather | CEO nmather@dgrglobal.com.au Karl Schlobohm | Company Secretary kschlobohm@dgrglobal.com.au Twitter: @DGRGlobal Priy Jayasuriya | Chief Financial Officer pjayasuriya@dgrglobal.com.au https://www.linkedin.com/company/dgr‐global Sarah Schui