Dlp Resources, Inc. · TSXV:DLP
Dlp Resources — Investor Presentation (August 2024)
27 slides from Dlp Resources's investor presentation, August 2024
Slide 1: Discovering the next Cu-Mo Porphyry Giant in the Central Andes
DLP RESOURCES INC. Discovering the next Cu-Mo Porphyry Giant in the Central Andes TSXV: DLP OTCQB: DLPRF August 2024
Slide 2: Cautionary Note Regarding Forward Looking Statements
C A U T I O N A R Y N O T E R E G A R D I N G F O R W A R D L O O K I N G S TAT E ME N T S Certain information contained in this document may be forward-looking statements or forward-looking information (referred to as “forward-looking statements”). Forward-looking statements are often, but not alwa
Slide 3: Aurora: Discovering the Next Cu-Mo Porphyry Giant
DLP RESOURCES INC. AURORA: DISCOVERING THE NEXT Cu-Mo PORPHYRY GIANT • Initial drilling indicates world class size and high-grade Cu-Mo system starting at surface • Intersected Cu-Mo-Ag in all 13 holes drilled to date – with world class continuity • Rig capacity constrained - holes bottom at 1000m i
Slide 4: Highly Experienced Team
DLP RESOURCES H I G H L Y E X P E R I E N C E D TEAM Ian Gendall Jim Stypula Scott Davis Robin Sudo C E O & P R E S I D ENT EX E C U T I V E C H A I RM A N CF O L A N D MG R . / C O 32+ YEARS EXPERIENCE 30+ YEARS EXPERIENCE 20+ YEARS EXPERIENCE R P. S E C R E TA R Y 37+ YEARS EXPERIENCE Credited wit
Slide 5: Aurora: Large Cu-Mo-Ag Porphyry
DLP RESOURCES INC. Open AURORA: DISCOVERING THE NEXT Cu-Mo PORPHYRY GIANT Open Large Cu-Mo-Ag Porphyry Indicated-Size? A23-004 A23-006 • Dimensions to date – 1100mx950mx1000m but remains open in all directions with mineralization starting at surface 950m • Holes drilled to maximum capacity of drill
Slide 6: Aurora: Discovering the Next Cu-Mo Porphyry Giant
DLP RESOURCES INC. AURORA: DISCOVERING THE NEXT Cu-Mo PORPHYRY GIANT • Excellent address – on northern end of underexplored Miocene Cu-Mo porphyry belt • Nearby access to water • Elevation 2,000 - 3,800 masl. • Excellent community relations TSXV: DLP. OTCQB: DLPRF 6
Slide 7: Aurora: Location and Access
DLP RESOURCES INC. Aurora AURORA: DISCOVERING THE NEXT Cu-Mo PORPHYRY GIANT • 60 km north of Cusco, Peru • Easy road access via paved and dirt roads • Power to Parobamba (edge of property) • Large property - 8,100 Ha (100% DLP) + 400 Ha (option) To Cusco TSXV: DLP. OTCQB: DLPRF 7
Slide 8: Community First - Parobamba
DLP RESOURCES INC. COMMUNITY F IRST - PAROBAMBA • Phase 1 IBA completed • Phase 2 IBA updated & finalized. DLP employs 20-26 people on a rotation basis Over 160 people were employed on last drill program TSXV: DLP. OTCQB: DLPRF 8
Slide 9: Cu-Mo Porphyry Exploration
Cu-Mo Porphyry Exploration Distinctly zoned Cu-Mo (+/- Au-Ag) Systematic Mo ( C u ) PORPHYRY - MODEL metal vector(s) / geometry Systematic (Global Depos it C harac teris tic s , US GS ) weathering / alteration geometry A r c - r e l a t e d P o r p h y r y Mo l y b d e n u m ■ Alkali- felds par R hy
Slide 10: 2023 Drill Results – CuEq
DLP RESOURCES INC. 2023 Drill Results – CuEq Open Open A23-013 A23-010 0.3% CuEq Grade Shell Open 773m 0.82% CuEq A23-011 A23-004 Open A23-006 250 metres Open Open 460m Open 618 m 1.01% CuEq COPPER Equivalent Intercepts CuEq (%) 0.94% CuEq A23-004 - 701 m (from 0 m) 0.92% A23-006 - 618 m (from 91 m)
Slide 11: 2023 Drill Results – Copper
DLP RESOURCES INC. 2023 Drill Results – Copper AURORA Open Open A22-003 A23-013 A23-004 A22-001 A22-001 A23-010 Surface A22-003 Sample A23-013 Open A23-004 A23-010 125m 0.43% Cu 4.65g/t Ag Open Open 222m 0.46% Cu 0.2% Cu 5.88g/t Ag Open 152m 123m 0.38% Cu Open 218m 0.49% Cu 4.13g/t Ag COPPER (Ag) Zo
Slide 12: 2023 Drill Results – Molybdenum
DLP RESOURCES INC. 2023 Drill Results – Molybdenum AURORA Open Open A23-005 A23-004 A23-013 A23-010 A23-006 Surface A23-013 Sample A23-004 Open A23-005 0.2% Cu A23-006 A23-010 Open 460m 388m Open 0.18% Mo 0.21% Mo 451m 221m 0.19% Mo 0.26% Mo MOLYBDENUM Zone Mo (%) 199m Open A23-004 - 198.9 m (from 5
Slide 13: Metallurgical Study Completed
DLP RESOURCES INC. 2022 - August 2024 Drill Results Metallurgical Study Completed ➢ High recoveries ❖ 95.8% Cu, ❖ 86.4% Mo and ❖ 89.3% Ag) to saleable concentrates. ➢ No significant penalty or deleterious elements in copper and molybdenum concentrate. ➢ These excellent recoveries for copper, molybde
Slide 14: Aurora Project 2024 Exploration
AURORA PROJECT 2024 EXPLORATION 10,000 metres ▪ Drill test new CuOx Outcrop Zone in NE and SE ▪ Expand mineralization at depth and along strike ▪ Grow near surface Cu footprint ▪ Resource estimate Q1 – 2025 ▪ Metallurgical testwork completed 14 14
Slide 15: Aurora Porphyry Project - Summary
AURORA PORPHYRY PROJECT - SUMMARY DISCOVERING THE NEXT Cu - Mo GIANT Current Dimensions (after only 13 holes) 1,100m x 950m x 1,000m Deepest holes ended in mineralization World class* molybdenum grades (>0.20%) A23-013 700-850m: 150m >0.30% Mo A23-004 500-700m: 200m >0.25% Mo A23-005 4
Slide 16: Capital Structure
DLP RESOURCES INC. CAPITAL STRUCTURE Institutions TS XV: DLP ~8% OTC QB: DL P RF Founders/BoD Retail ~60% Shares (basic) 120,757,365 ~32% Warrants 33,917,562 Options 3,146,860 RSU’s 1,260,650 PSU’s 314,000 DSU’s 1,162,795 Shares (FD) 160,559,232 Market Cap (C$M) 28 Cash (C$M) ~$4.59 As of June 2024
Slide 17: Aurora Earn-In Agreement
AURORA E A R N - I N A G R E E ME N T MAY 2021 YEA R 1 (2022) YEA R 2 (2023) YEA R 3 (2024) YEA R 4 (2025) Sign Agreement US$ 150,000 Cash US$ 175,000 Cash US$ 275,000 Cash US$ 2,325,000 Cash Private Peruvian Group US$ 400,000 Work US$ 550,000 Work US$ 800,000 Work US$ 1,250,000 Work ➢
Slide 18: Esperanza Cu-Mo Project
ESPERANZA Cu-Mo PROJECT • The new grassroots 4,600 Ha Esperanza Cu-Mo project is located ~35 km SW of the Cerro Verde Mine in Arequipa, and less than 10 km south of E29’s Flor de Cobre Project and 10 km NE of the Candente Arikepay porphyry copper-gold project. • Copper oxide mineralization and ferri
Slide 19: Esperanza Cu-Mo Project
ESPERANZA Cu-Mo PROJECT TSXV: DLP. OTCQB: DLPRF 19
Slide 20: Contact / Appendix Slides
DLP RESOURCES INC. #201 – 135 – 10TH AVE. S., CRANBROOK, B C V1C 2N1 Please contact us at dlpresourcesinc.com APPENDIX SLIDES TSXV: DLP OTCQB: DLPRF 20
Slide 21: Cautionary Note Regarding Reporting of Exploration Results
C AUTIONARY N OTE R E G AR D IN G R E P O R T I N G O F E X P L O R A T I O N R E S U LT S *Copper equivalent grades (CuEq) are for comparative purposes only. Mo, Cu and Ag values are uncut and core recovery is assumed to be 100% for the entire drilled lengths. The project is at an early stage of ex
Slide 22: Clean Energy Transition (Mineral Intensity)
C L E A N E N E R G Y T RA N SIT IO N ( MI N E R A L I N T E N S I T Y ) LT Copper Demand Growth (1DS, ICA) Copper and Molybdenum are Classified as Cross-Cutting Minerals 3.0% Copper Demand Molybdenum Demand Forecast (pa) 2020-2030 35 900 800 30 700 25 Tons (Thousands) 600 Tons (million) 20 500 Fore
Slide 23: Molybdenum Supply Tightening
MOLYBDENUM S U P P L Y T I G H T E N I N G Supply Deficits (S&P Global Commodity Insights, Feb 2023) There have been four price spikes of $4 /kg or more in a single trading day since October 2022, with the market describing this period of historic high prices as "a perfect storm". Some observers bel
Slide 24: Molybdenum Demand Growing (2021-2030)
MOLYBDENUM DEMAND GRO WING ( 2 0 2 1 - 2 0 3 0 ) TSXV: DLP. OTCQB: DLPRF 24
Slide 25: Aurora Project History
2001 2005 2 0 1 2 -15 2 0 2 2 - 23 2024 6 Shallow Holes 7 Shallow Holes Ian Gendall Project Review 13 Holes (9,900 m) Permit for 32 Drill sites Bear Creek (D. Lowell) Vena Resources with Focus Ventures DLP Resources Re-start drilling Q2 Deepest – 604 m Recognize Cu-Mo porphyry Discovery Significant
Slide 26: 2023 Drill Program / Drill Comps – Market Cap
2023 – D RILL PROGRAM D R I L L C O MP S – MA R K E T C A P Aurora DDH A23- 013:GradeXthic knes s (634) 10,000 m completed – New Mo Discovery 1600 Mcap - C$196M Significant high-grade mineralized footprint established 1400 1200 ATX Mineralization remains open and improving at depth FIL Mcap - C$2,83
Slide 27: Aurora New Targets – CuOx + BX Showings
NEWAURORA TARGET NEW TARGETS – CuOx + BX SHOWINGS S– CuOx + BX SHOWIN GS TSXV: DLP. OTCQB: DLPRF 27