Slide 1: Aligning the Stars
For personal use only Aligning the Stars Engaging with the Edge of Change Noosa Mining Conference 21-22 July 2016
Slide 2: Aligning the Stars
Aligning the Stars For personal use only DGR holds major positions in five listed companies, all with world class or Tier 1 project potential How did we do it ? What have we got ? Where are we going ? 2
Slide 3: Global Resources Landscape - A New Dawn
Global Resources Landscape - A New Dawn For personal use only • Urbanisation of 4bn people will drive steady 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 and;
Slide 4: Good News: Commodities Rising, Market Spending
Good News: Commodities Rising, Market Spending For personal use only Raise to advance or preserve Raising is difficult 2014 - 15 This year Raise to create 2016 Background slide from Lion Selection group.
Slide 5: Constant Growth Defines Key Target Commodities
Constant Growth Defines Key Target Commodities For personal use only Iron to build it Aluminium to make it lighter Gas and Coal to power it Copper to wire it Fertilisers Urbanise 4 billion people in 35 years to feed us – Resource prices are going up Gold – A form of money
Slide 6: You've Got to Look for Copper
You’ve Got to Look for Copper “The Global copper industry needs a new Escondida mine every 15 months over For personal use only the next 10 years in order to meet global demand…” Rio Tinto CEO Jean-Sébastien Jacques 30_ Likely Range for Global Demand from 2015 - 2025 25_ ~ 5Mt increase over Increasi
Slide 7: Steady Increase in Gas Price Forecasts to Aid Armour Energy
Steady Increase in Gas Price Forecasts to Aid Armour Energy For personal use only 7
Slide 8: The Resource Factory Model
The Resource Factory Model For personal use only Production & dividends 6. Production 5. Development Phase 6 4. Resource definition, Phase 5 secondary raisings 3. Exploration programs Phase 4 2. Seed raising, proof of Phase 3 concept, IPO Argentina, Africa, Phase 2 Energy, Copper, Zinc, Gold 1. Choo
Slide 9: Highly Levered to Success Through Equity
Highly Levered to Success Through Equity For personal use only 9
Slide 10: How Did We Do It?
How Did We Do It ? For personal use only PEOPLE THE IMPORTANCE OF SCALE AND RECOGNISING PATTERNS THE RIGHT STUFF IN THE BEST PLACE TECHNICAL INNOVATION DOING IT QUICKLY 10
Slide 11: Big Thinkers - Talented Geoscientists
Big Thinkers- Talented Geoscientists For personal use only Neil Wilkins - DGR Peter Bubendorfer - Generative DGR Generative Gold Ridge Solomon Islands Generated Arrow Shale oil and gas Energy’s Surat Basin Gas Macarthur Basin-AJQ Bow Energy Freda Nena discoveries Galilee Coal for Waratah PNG Coal on
Slide 12: Passionate Invested Executives
Passionate Invested Executives For personal use only They did it.. Peter Lynch Richard Nick Davies Peter Spiers Waratah Laufmann Arrow Energy Orbis Gold Coal Ballarat Gold They’ll do it.. Robbert de Weijer Peter Williams Neil Stuart David Mason Vince Mascolo Armour Energy AusTin Mining Dark Horse Da
Slide 13: Think Big. Colossal Footprint - Armour's McArthur Basin Project
Think Big. Colossal Footprint- Armour’s McArthur Basin Project For personal use only Provinces Attract: ► Governments ► Majors ► Capital Provinces give you: ► Room to define target areas and relinquish ground ► Access redundancy ► A cookie cutter for Success Cooper Basin, QLD McArthur Basin, NT ► Sm
Slide 14: Be Lateral - Think 1.2 Billion Years Ago!!
Be Lateral -Think 1.2 Billion Years Ago!! For personal use only NavGas and Armour Orbis Gold’s Birimian gold projects were sourced from a top-down search strategy IronRidge’s Gabonese iron ore projects were sourced from a top-down search strategy NavGas’ and Armour Energy Proterozoic oil and gas pro
Slide 15: Look in a Well Endowed Province With Scale
Look in a Well Endowed Province With Scale For personal use only Andean Copper Belt 15
Slide 16: Natural Patterns Dictate Spatial Frequencies in Orebody Location
Natural Patterns Dictate Spatial Frequencies in Orebody Location For personal use only • Select the right scale A Prospect to explore at. A Province • Thing big to see the patterns in natural databases. A Field • Make exploration predictive. • Discoveries reliable and cost effective. 16
Slide 17: Patterns in Geochemical Data Lead to Targets at Cascabel
Patterns in Geochemical Data Lead to 14 Targets at Cascabel For personal use only Soil Molybdenum Soil Manganese Soil Cu/Zn Ratio Rocafuerte Rocafuerte Rocafuerte Site Offices Site Offices Site Offices CHINAMIBCITO CHINAMIBCITO CHINAMIBCITO TANDAYAMA -AMERICA TANDAYAMA -AMERICA TANDAYAMA -AMERICA Sa
Slide 18: Surface Targets are Becoming Less Frequent
Surface Targets are Becoming Less Frequent – Exploration Demands Larger Deeper Deposits For personal use only Gold Discoveries (MOz) No. of Deposits >1 Moz found in the world from 1950 -2014 by type 40 1 Gold Discoveries have a hit 70 year low 215 deposits of more 35 than 10MOz since 1950 1300 depos
Slide 19: Innovations in Magnetic Modelling Suggest Alpala Could be Very Large
Innovations in Magnetic Modelling- Suggest that Alpala Could be Very Large For personal use only MVI Modelling Now Constrained to Down Hole Magnetic Susceptibility Data Alpala NW Alpala West Carmen Alpala Central Moran Alpala Central Constrained MVI Model – a proxy for Moran-Alpala quartz-chalcopyri
Slide 20: High Grades Set Us Apart in the DGR Group
High Grades Set Us Apart in the DGR Group For personal use only SolGold - Cascabel high grade core IronRidge Resources Bauxite at Monogorilby Alpala CSD-13-005 – 1204.0m Alpala CSD-16-017 – 880.45m AusTin Mining Asbolite rich cobalt ore Granville Tin Concentrate table in May Queen high grade gold pr
Slide 21: We'll Always Need Oil and Gas!
We’ll Always Need Oil and Gas! For personal use only Armour is transitioning to become a significant petroleum producer Category Estimate Roma Shelf, Cash flow • Oil – shortly following completion Surat Basin project timing (1) • Gas / LPG / condensate – 6 to 12 months Independently • Gas – 105 PJ g
Slide 22: Developing Nations - Early Mover Advantages for Juniors
Developing Nations - Early Mover Advantages for Juniors For personal use only IronRidge with Minister of Mines Gabon, Javier Córdova - Minister of Mines Dark Horse Resources in Rio Negro Province, Argentina Africa Ecuador. DGR’s daughter companies go to emerging jurisdictions to establish resource p
Slide 23: Dark Horse Resources' Big Power Opportunity in Argentina
Dark Horse Resources’ Big Power Opportunity in Argentina For personal use only • Pico Quemado coal – a big project with big potential (DHR: up to 75%* ) • High quality steaming coal Rosario • 600 km from an Argentine port Industrial Area • Chilean ports blocked by the Andes, but: 80km from 4 x 500kV
Slide 24: Invested Board and Management
Invested Board and Management For personal use only Number of Percentage Number of Percentage Shareholding Ownership Shares of Shares Options of Options Board of Directors 114,796,041 21% 34,950,000 47% Key Management 15,064,104 3% 20,000,000 27% Other Shareholders 421,021,732 76% 19,500,000 26% Tot
Slide 25: Corporate Asset Update
Corporate Asset Update For personal use only • SolGold about to rerate (?) on the basis of the tier 1 Cascabel copper gold discovery. • Iron Ridge - Bauxite assessment for Monogorilby due. • Iron Ridge – May Queen exploration to commence. • Dark Horse negotiating with a potential partner for Pico Po
Slide 26: Disclaimer
Disclaimer For personal use only Forward Looking Statement Whilst based on information from sources considered reliable, DGR Global Limited, its directors, employees and consultants do not represent, warrant or guarantee, expressly or impliedly, that the information in this document and presentation
Slide 27: DGR Global Contacts
DGR Global Contacts For personal use only Nick Mather | CEO nmather@dgrglobal.com.au Priy Jayasuriya | Chief Financial Officer pjayasuriya@dgrglobal.com.au Karl Schlobohm| Company Secretary kschlobohm@dgrglobal.com.au Pru Maclean| Business Development and Investor Relations pmaclean@dgrglobal.com.au