Triton Minerals Limited · ASX:TON
Triton Minerals — Investor Presentation (April 2015)
31 slides from Triton Minerals's investor presentation, Apr 29, 2015
Slide 1: Corporate Presentation
For personal use only CORPORATE PRESENTATION 29 April 2015
Slide 2: Accelerating The Pathway To Production
For personal use only ‘Accelerating The Pathway To Production’
Slide 3: Corporate Snapshot
Corporate Snapshot For personal use only Capital Structure 3 Month Share Price Graph (ASX:TON) Share Price [28 April 2015] A$ cents 39 Shares outstanding m 334.8 Options and performance rights m 38.5 Market capitalisation (undiluted) A$m 130.6 Cash & Funding Facility A$m ~21 Debt A$m 0 Directors & M
Slide 4: Investment Highlights
Investment Highlights For personal use only World’s largest Graphite & Vanadium Deposit Overview of the Balama and Ancuabe project areas • Triton is acquiring 100%1 interest in 3 graphite projects in Mozambique covering a total area of ~1,150 km2 • The critical components to develop a graphite proje
Slide 5: Nicanda Hill Scoping Study Results
Nicanda Hill Scoping Study Results For personal use only Summary of Economic Assessment • Independent Scoping Study undertaken by Optiro Pty Ltd Item Unit Value shows a low technical risk, economically robust and Mining Inventory 51Mt @ 12.4% TGC commercially viable graphite project Production rate
Slide 6: Nicanda Hill Resource
Nicanda Hill Resource For personal use only World’s largest graphite deposit: The Nicanda Hill Mineral Resource estimate comprises 1,457 Mt at 10.7% Total Graphitic Carbon (TGC) and 0.27% Vanadium Pentoxide (V2O5), classified as Indicated and Inferred Substantial high grade zones: 15%TGC cut off in
Slide 7: Nicanda Hill Resource
Nicanda Hill Resource For personal use only Nicanda Hill deposit was defined within 6 months from the commencement of drilling along a foot print that is 6.2km long (5.2km²) and still open in all directions Hydrothermal (Mutola) zone averages nearly 12% TGC and Macico and Grande graphite zones avera
Slide 8: Nicanda Hill Resource
Nicanda Hill Resource For personal use only • Nicanda Hill is a shallow open pit operation, focused initially on the MGM graphite zones and accessed by three separate ramps • The shallow nature of the open pit operation combined with a mineralised waste grade averaging 8%TGC, represents exceptionall
Slide 9: Nicanda Hill Preliminary Metallurgical & Mineralogical Analysis
Nicanda Hill Preliminary Metallurgical & Mineralogical Analysis For personal use only Graphitic material being liberated using a flotation method at the ALS Metallurgy laboratory • High purity graphite concentrate of 94-97%TGC may be produced on site through simple flotation • Graphite concentrates
Slide 10: Nicanda Hill Definitive Feasibility Study
Nicanda Hill Definitive Feasibility Study For personal use only EXPERT FEASIBILITY TEAM • Environment Coastal Services – Will complete the Environmental Management and Impact Assessment at Nicanda Hill. • DRA Global - Specialists in project management of mining, infrastructure and mineral process pl
Slide 11: Balama North Further Exploration Potential
Balama North Further Exploration Potential For personal use only • Exploration to date has been low cost and low risk: Nicanda Hill defined and taken to a JORC Resource within 6 months of drilling and associated costs of about A$5 million • Charmers, Black Hills, Nacugi and Western prospects yet to
Slide 12: Ancuabe Project: Jumbo Graphite Flake
Ancuabe Project: Jumbo Graphite Flake For personal use only • Surrounds historic Ancuabe Mine held by AMG Mining through GK. • Strategic Alliance formed with AMG Mining • Strong indicators of the high quality nature of the Ancuabe Project • Three new prospect areas defined by VTEM survey • Initial r
Slide 13: Ancuabe Mineralogical Analysis
Ancuabe Mineralogical Analysis For personal use only • Substantial presence of large particle size (>590µm) up to 3350µm (in excess of 6 mesh) in the Ancuabe samples. • Flotation tests confirm 92% of the discrete mass particles in the samples were larger than 150µm (+100 mesh). • Total graphitic car
Slide 14: Ancuabe Mineralogical Analysis
Ancuabe Mineralogical Analysis For personal use only • Initial mineralogical and metallurgical test work confirms the strong presence and recovery of jumbo graphite flakes, including graphite flakes in excess of 3mm being identified during the flotation process. • Mintek flotation tests and feed par
Slide 15: Ancuabe Mineralogical Analysis
Ancuabe Mineralogical Analysis For personal use only Graph of flotation feed particle size distribution
Slide 16: Ancuabe Mineralogical Analysis
Ancuabe Mineralogical Analysis For personal use only Graph of flotation feed particle size distribution and grade
Slide 17: Integrated Development Concept Plan
Integrated Development Concept Plan For personal use only Schematic Overview of Triton’s Integrated Development Concept Plan for Nicanda Hill and Ancuabe
Slide 18: Building Towards the Future
Building Towards the Future For personal use only • Professional Team – Triton has a highly motivated professional team – Currently enhancing the Board and management teams – Delivering key milestones in record time – Rapid production development programs for Nicanda Hill and Ancuabe – Triton to bec
Slide 19: Shenzhen Qianhai Zhongjin Group Co. Ltd
Shenzhen Qianhai Zhongjin Group Co. Ltd For personal use only LOI executed with SQZG: • US$200M Project Funding for the Development of Nicanda Hill; • 10 year graphite off-take at 200,000 tpa (minimum contract value US$1.5B) Key Points about SQZG: Established and substantial Chinese based resource
Slide 20: Shenzhen Qianhai Zhongjin Group Co. Ltd
Shenzhen Qianhai Zhongjin Group Co. Ltd For personal use only Key Points about SQZG: Operates three key divisions in China which make up the SQZG Group of companies. The Core Operations are outlined below: FINANCE Capital funding Wealth management Micro-lending Foreign currency trading C
Slide 21: Yichang Xincheng Graphite Co., Ltd
Yichang Xincheng Graphite Co., Ltd For personal use only Binding Off-Take with YXGC: • 20 year graphite off-take at 100,000 tonnes per annum (minimum contract value US$2B) • Minimum sale price of US$1,000 per tonne • Minimum flake size 150µm • Graphite purity at least 90%TGC • Less than 1% moisture
Slide 22: Yichang Xincheng Graphite Co., Ltd
Yichang Xincheng Graphite Co., Ltd For personal use only Key Points about YXGC: • YXGC creates high expansion ratio of graphite to create an international high, high purity ultra low sulfur chloride thermal conductive materials: • Ultra-thin graphite thermal conductive (board) material. • High tempe
Slide 23: Expanded Graphite Products
Expanded Graphite Products For personal use only Flexible Graphite Sheet and Roll Expanded Graphite Cloth Flexible Graphite Ribbon Tape Flexible Graphite Yarn
Slide 24: AMG Mining AG
AMG Mining AG For personal use only Strategic Alliance: • Strategic alliance with AMG Mining AG (AMG) through the AMG subsidiary of GK Ancuabe Graphite Mine, SA (GK) • initial exclusive period of two years • collaborate on the exploration, identification and development of graphite occurrences in th
Slide 25: Nicanda Hill Project Development Timeline
Nicanda Hill Project Development Timeline For personal use only Targeted project timeline for development of Nicanda Hill, subject to obtaining the relevant funding and regulatory approvals Activity 2014 2015 2016 2017 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Resource Definition Scoping Study E
Slide 26: Global Graphite Flake Sale Prices
Global Graphite Flake Sale Prices For personal use only • Deutsche Bank and Industrial Minerals have projected that flake graphite prices will increase over the next 5 years • Average Selling price/tonne @ 94-97% purity: Flake size Price US$ Jumbo $2200 Large $1250 Medium $1100 Small $900 Fines $550
Slide 27: Graphite Uses and Demand
Graphite Uses and Demand For personal use only • Refractories - Largest current market, 3-5% growth each year for past decade - 40% of current graphite demand - Mostly medium & large flake used • Batteries - Largest potential market, increase in Li-ion batteries will drive growth - growing at 9% per
Slide 28: Powering the future
Powering the future For personal use only • Electronic vehicles • 45kg of graphite in every EV. • 10kg of graphite in every Hybrid EV. • Batteries • 2013 alone - 5 billion lithium-ion batteries were sold to consumers across a wide spectrum of products (phones, computers, etc). • It should be noted t
Slide 29: Permitting & Corporate Social Responsibility
Permitting & Corporate Social Responsibility For personal use only Permitting • Mozambique is a favourable and supportive environment for mining and hosts a number of coal mining projects, a small graphite mine and a mineral sands project • A mining license at Nicanda Hill is expected in CY2015. The
Slide 30: Future Outlook
Future Outlook For personal use only • Nicanda Hill is the largest high-grade flake graphite and vanadium deposit in the world: 1.457Bt at 10.7%TGC and 0.27%V2O5 • Flexible Resource: High grade zones can be targeted to keep operating costs low and produce the product that off takers want • High grad
Slide 31: Contact Details
Contact Details For personal use only Brad Boyle CEO & Managing Director Triton Minerals Ltd (ACN: 126 042 215) 278 Barker Road, Subiaco WA 6008 Tel: +61 8 6489 2555 Fax: +61 8 9388 1252 bboyle@tritonmineralsltd.com.au Media & Investor Enquiries: Fortbridge +612 9003 0477 Bill Kemmery Diamond drill