Dgr Global Limited · ASX:DGR
Dgr Global — Investor Presentation (April 2020)
26 slides from Dgr Global's investor presentation, Apr 24, 2020
Slide 1: DGR Global Corporate Presentation
For personal use only DGR GLOBAL CORPORATE PRESENTATION DGR:ASX April 2020
Slide 2: Cautionary Statement
CAUTIONARY STATEMENT For personal use only This presentation has been prepared by DGR Global Limited (“DGR Disclaimer Global” or “The Company”). By accessing this presentation you Neither this presentation, nor any part thereof, may be distributed, acknowledge that you have read and understood the f
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: A Continual Pipeline from Ideas to Cash
A CONTINUAL PIPELINE FROM IDEAS TO CASH For personal use only Dividends & Reinvestment 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
Slide 5: DGR Global Blueprint
DGR GLOBAL BLUEPRINT For personal use only DGR Global offers one entry point for exposure to: 1. Diverse and desirous commodities. Including: Traditional resources (gold, copper, gas) and technology-driven resources (lithium, cobalt, tin). 2. A diverse range of operational jurisdictions. Large tenur
Slide 6: DGR Global Group Structure
DGR GLOBAL GROUP STRUCTURE For personal use only
Slide 7: DGR Global is Multi Jurisdictional
DGR GLOBAL IS MULTI JURISDICTIONAL For personal use only
Slide 8: DGR's Value Exceeds Pricing
For personal use only Cents per Share 0.0 5.0 10.0 15.0 20.0 25.0 30.0 35.0 40.0 Mar‐18 Apr‐18 May‐18 Jun‐18 Jul‐18 Aug‐18 Sep‐18 Oct‐18 Nov‐18 Dec‐18 CASH AND OTHER Jan‐19 Feb‐19 SOLG Mar‐19 Apr‐19 AJQ May‐19 Jun‐19 IRR DGR’s VALUE EXCEEDS PRICING Jul‐19 Aug‐19 ANW Sep‐19 DHR Oct‐19 Nov‐19 Dec‐19 D
Slide 9: Better Than a Bank
BETTER THAN A BANK For personal use only Over the last five years, DGR has created significant value for its shareholders
Slide 10: DGR Global Looks to Mega Trends for the World of Tomorrow
For personal use only DGR GLOBAL LOOKS TO MEGA TRENDS FOR THE WORLD OF TOMORROW Population Demographics and Social Changes: • Increasing lifespans and living standards; • Ageing population, slowing birth rates. Emerging Technologies Continual Urbanisation Shifting Economic Powers Environmental Stewa
Slide 11: Micro Outlook, Macro Predictions to 2050
MICRO OUTLOOK MACRO PREDICTIONS For personal use only TO 2050 TO 2050 Every person currently consumes 16kgs of United Nations – India more populous than extracted resources every day. China by 2022. In the Western World, this number is 57kgs BHP – Mass market Electric Vehicles to gain per pe
Slide 12: Committed to Explore for What We Need: Global Trends to 2050
DGR IS COMMITTED TO EXPLORE FOR WHAT WE NEED For personal use only TODAY AND FOR OUR FUTURE: 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, particul
Slide 13: DGR Global is on the Front Foot of the Exploration Industry
DGR GLOBAL IS ON THE FRONT FOOT OF THE EXPLORATION INDUSTRY For personal use only Source: Rio Tino 2017
Slide 14: DGR Global is Multi Commodity Focussed
DGR GLOBAL IS MULTI COMMODITY FOCUSSED For personal use only Copper Lithium Oil Cobalt Zinc Bauxite SolGold, IronRidge Armour, DGR Aus Tin, Auburn, IronRidge Auburn, Aus Tin (Uganda) Auburn, Ripple Coolgarra (Armour) (DGR) Gas Gold Iron Ore Tin Nickel SolGold, IronRidge, IronRidge Molybdenum Armour
Slide 15: Our Investments: Company Updates as at April 2020
For personal use only OUR INVESTMENTS: COMPANY UPDATES AS AT 20 APRIL 2020 SolGold | Armour Energy | IronRidge Resources | Aus Tin | Dark Horse Resources
Slide 16: SolGold
SOLGOLD For personal use only LSE / TSX: SOLG (10.61% owned by DGR) Listed on LSE and TSX (SOLG on both) Flagship Tier 1 copper-gold porphyry Alpala Project in northern Ecuador MRE#3 recently released (refer SolGold website) strengthening the economics of the Alpala Deposit Expressions of In
Slide 17: Armour Energy
ARMOUR ENERGY For personal use only ASX: AJQ (19.05% owned by DGR) 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 2,000km2 of explora
Slide 18: Armour Uganda
ARMOUR UGANDA For personal use only Unlisted (83.16% owned by DGR) Highly prospective Rift Basin, Multi stacked play Uganda has 6 billion barrels of resources 1.8 billion barrels of reserves Drilling Success Rate of 85% from 121 wells, (102 wells encountered Hydrocarbons) 28 wells have been
Slide 19: IronRidge Resources
IRONRIDGE RESOURCES For personal use only LSE(AIM): IRR (21.76% owned by DGR) Listed on LSE:AIM (IRR) African focused explorer and developer with gold and lithium projects in Ivory Coast, Ghana and Chad Major shareholders DGR Global 22%, Assore Limited 29% and Sumitomo Corporation 9.5% Exten
Slide 20: Dark Horse Resources
DARK HORSE RESOURCES For personal use only ASX: DHR (15.65% owned by DGR) Listed on ASX (DHR) Divesting Argentine Gold properties. CA’s with Newmont, Newcrest, Yamana, Austral Gold Sourcing new Gold and/or Copper project/s in Australia, Europe or North America Expecting to finalise by end Ap
Slide 21: Aus Tin Mining
AUS TIN MINING For personal use only ASX: ANW (13.32% owned by DGR) Listed on ASX (ANW) DGR Global largest shareholder with 13.2 percent holding Aus Tin Mining focussed on critical minerals including (tin & cobalt) plus copper, silver & gold 100% ownership of world class Taronga Tin Project
Slide 22: Auburn Resources
AUBURN RESOURCES For personal use only Unlisted (44.79% owned by DGR) Unlisted public company Auburn Resources is focused on the discovery and development of: Copper Gold Nickel Cobalt Silver Lead Zinc Aiming for ASX listing in 2020 The company holds a portfolio of 4 exploratio
Slide 23: Company Background
For personal use only COMPANY BACKGROUND
Slide 24: Experienced and Capable Board
EXPERIENCED AND CAPABLE BOARD For personal use only Nick Mather Brian Moller Vincent Mascolo Ben Cleary Founder and Managing Director Non-Executive Director Non-Executive Director Non-Executive Director 35 years experience in 30 years experience Chief Executive Officer and Portfolio Manager for Trib
Slide 25: Dedicated Management Team
DEDICATED MANAGEMENT TEAM For personal use only Karl Schlobohm Priy Jayasuriya Peter Burge Pru Maclean Company Secretary Chief Financial Officer Group General Counsel Business Development Sarah Schuiringa John Bierling Matthew Cave Marketing & Communications Group Operations Manager Group Financial
Slide 26: DGR Global Contact Points
For personal use only DGR GLOBAL CONTACT POINTS Nick Mather | CEO nmather@dgrglobal.com.au Twitter: @DGRGlobal Karl Schlobohm | Company Secretary kschlobohm@dgrglobal.com.au Priy Jayasuriya | Chief Financial Officer https://www.linkedin.com/company/dgr-global pjayasuriya@dgrglobal.com.au Sarah Schui