Triton Minerals Limited · ASX:TON
Triton Minerals — Investor Presentation (April 2018)
29 slides from Triton Minerals's investor presentation, Apr 12, 2018
Slide 1: Corporate Presentation announcement (German translation via DGWA)
ABN: 99 126 042 215 12 April 2018 CORPORATE PRESENTATION For personal use only Triton Minerals Limited (ASX:TON) (Triton or the Company), announces that further to the appointment of Deutsche Gesellschaft für Wertpapieranalyse GmbH (DGWA), the attached corporate presentation has been translated into
Slide 2: Developing World Class Projects for the Expanding Graphite Market
For personal use only DEVELOPING WORLD CLASS PROJECTS FOR THE EXPANDING GRAPHITE MARKET OCTOBER 2017 TRITON MINERALS | ASX: TON 1
Slide 3: Triton Minerals Investment Case
TRITON MINERALS INVESTMENT CASE For personal use only Three advanced projects in Mozambique’s proven World Class Assets graphite region including the flagship Ancuabe Project Ancuabe DFS confirms highly robust economics – Near Term Production first production anticipated in H2 2019 Offtake ter
Slide 4: Corporate Snapshot
CORPORATE SNAPSHOT Share Price Performance and Daily Volumes For personal use only • Supportive cornerstone investor Shandong Tianye Mining Co Ltd (20%) • Highly experienced and motivated management • Strong share market liquidity with average daily volume +2 million shares • Share price remains und
Slide 5: Mozambique
MOZAMBIQUE A stable mining jurisdiction with a supportive government For personal use only • Population 29 million, official language Tanzania Portuguese Cabo Delgado • Cabo Delgado is a proven graphite Malawi and producing region Zambia Pemba Montepuez Ancuabe • Mozambique has a mature mining Balam
Slide 6: Mozambique – Cabo Delgado
MOZAMBIQUE – CABO DELGADO Road, Port, Power Infrastructure already in place – Skilled workforce and Good Services in the Region For personal use only TRITON MINERALS | ASX: TON 5
Slide 7: World Class Portfolio of Graphite Assets
WORLD CLASS PORTFOLIO OF GRAPHITE ASSETS Near-Term Production Global Significant Nicanda Hill – World’s Largest For personal use only Supportive Government in Ancuabe Graphite Region Graphite/Vanadium deposit Ancuabe & Nicanda West offer world class high purity large flake size distribution from mec
Slide 8: Important Graphite Characteristics
IMPORTANT GRAPHITE CHARACTERISTICS For personal use only Carbon purity: Flake graphite concentrates with a greater carbon purity receive a premium price because they require less processing to remove disruptive impurities – Critical for Battery Markets Mesh size: • Similar to high carbon purity grad
Slide 9: Flake Size Drives Price for High Value Markets
FLAKE SIZE DRIVES PRICE FOR HIGH VALUE MARKETS For personal use only Flake Size Matters: • Larger flake improves the materials conductivity for higher-value applications • Expandable graphite – thermal shields and flame retardants • Refractory materials - insulation materials for the steel market •
Slide 10: Ancuabe's Primary Focus Is Expandable Graphite
ANCUABE’S PRIMARY FOCUS IS EXPANDABLE GRAPHITE • Graphite is expanded by immersing the natural flake graphite concentrate (usually at a grade of 95% to 99% For personal use only Total Graphitic Carbon (TGC)), in a bath of acid and oxidising agents, which forces apart the crystal lattice planes • Mat
Slide 11: Expandable Graphite Demand Drivers
EXPANDABLE GRAPHITE DEMAND DRIVERS Flame Retardant Building Materials (FRBM) For personal use only • Fire safety is rapidly becoming a global issue in commercial and residential construction • China has recently mandated FRBM in all new buildings and will ban traditional brominate flame retardants i
Slide 12: Ancuabe Project
Ancuabe Project Premium Flake Delivery into the Expandable Graphite Market • Located in a proven graphite region adjacent to AMG’s Ancuabe graphite mine For personal use only Infrastructure • Best access to port, power and road infrastructure of all of the East African graphite projects. Only 80km b
Slide 13: Ancuabe Project Delivery Phase Underway
ANCUABE PROJECT DELIVERY PHASE UNDERWAY For personal use only • Definitive Feasibility Study completed December 2017, confirmed Ancuabe as a high quality, long life project with robust economics1: JORC Compliant Ore Reserve of 24.9Mt at 6.2% Total Graphitic Carbon supports the evaluation period of
Slide 14: Project Overview
PROJECT OVERVIEW For personal use only TRITON MINERALS | ASX: TON 14
Slide 15: Flowsheet Pilot Plant Tested
FLOWSHEET PILOT PLANT TESTED For personal use only • Successful pilot plant testing achieved • Graphite concentrate product samples sent for further customer testing TRITON MINERALS | ASX: TON 15
Slide 16: Ancuabe Marketing Activities
ANCUABE MARKETING ACTIVITIES • Non-binding offtake term sheets signed with: For personal use only Qingdao Haida Graphite, one of the world’s largest producers of graphite, up to 25% of Ancuabe graphite concentrate production Qingdao Tianshengda Graphite, up to 15,000 tonnes per annum, minimum fi
Slide 17: Chinese Supply Dominance Declining
CHINESE SUPPLY DOMINANCE DECLINING Driven by Environmental Policy & Legislation For personal use only • Environmental management a key pillar of Chinese Government policy • China’s current 5 year plan sets environmental goals to meet the UN 2030 Agenda for Sustainable Development • Focused on growin
Slide 18: Pathway to Production
Pathway to Production Aiming for first production in 2019 For personal use only Timeline Milestone Anticipated binding agreements with strategic financing/offtake partners Anticipated award of mining concession and environmental approvals Proposed award of major works packages H1 2018 Board
Slide 19: Nicanda Hill Project
Nicanda Hill Project One of the World’s Largest Graphite Deposits For The EV Market and a Globally Significant Vanadium Deposit For personal use only Infrastructure • Approximately 240km by road from Pemba Port Resource •2015 JORC Inferred and Indicated Mineral Resource1 of 1.44Bt at 11.1% TGC and 0
Slide 20: Investment Summary
INVESTMENT SUMMARY For personal use only World Class Assets High quality graphite from a proven graphite region with excellent infrastructure and stable mining jurisdiction Near Term Production and Robust Economics Ancuabe DFS has demonstrated the project is commercially viable. Nicanda Hill provide
Slide 21: Disclaimer and Competent Persons Statement
DISCLAIMER AND COMPETENT PERSONS STATEMENT This presentation has been prepared by Triton Minerals Limited (Triton or the Company) and has been prepared for information purposes only. This presentation contains general and For personal use only background information about the Company’s activities cu
Slide 22: Disclaimer and Competent Persons Statement
DISCLAIMER AND COMPETENT PERSONS STATEMENT The Scoping Study referred to in this presentation has been undertaken to determine the potential viability of an open pit mine and graphite processing plant, constructed adjacent to the Ancuabe T12 and T16 deposits, and to reach a decision to proceed with
Slide 23: Thank You
THANK YOU For personal use only PETER CANTERBURY MANAGING DIRECTOR TRITON MINERALS | ASX: TON 23
Slide 24: Appendices
For personal use only APPENDICES TRITON MINERALS | ASX: TON 24
Slide 25: Impact for Natural Flake Graphite
IMPACT FOR NATURAL FLAKE GRAPHITE Natural Flake Graphite production will have to at least DOUBLE by 2025 even under conservative EV market forecasts to meet the demand ALONE from Li-Ion Batteries For personal use only Natural flake graphite demand is directly correlated to Lithium ion battery demand
Slide 26: Graphite Market Prices Are Forecast to Grow Along with Demand
GRAPHITE MARKET PRICES ARE FORECAST TO GROW ALONG WITH DEMAND For personal use only • Unlike Lithium and Cobalt - Graphite prices have only just started to move from historical lows • Price rises have occurred over all flake sizes – however supply of large flake high purity graphite is scarce • Are
Slide 27: Graphite Critical to Battery Production
GRAPHITE CRITICAL TO BATTERY PRODUCTION Industry commentators remain bullish for graphite pricing and Graphite Extending its End Use Applications For personal use only demand: • Major catalyst driver is Li-ion batteries demand for EV and battery storage – auto majors now entering the industry – For
Slide 28: Building Community Engagement
BUILDING COMMUNITY ENGAGEMENT For personal use only LOCAL VILLAGES SKILLS SURVEY TRITON MINERALS | ASX: TON28 28
Slide 29: Skilled Local Contract Workforce
SKILLED LOCAL CONTRACT WORKFORCE For personal use only ENGAGED PERMANENT TEAM IN PEMBA TRITON MINERALS | ASX: TON29 29