Dlp Resources, Inc. · TSXV:DLP
Dlp Resources — Investor Presentation (June 2024)
25 slides from Dlp Resources's investor presentation, June 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 June 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 Directors Advisors Richard Zimmer – Chair of Ascot C E O & P R E SI D E N T E X E C U T I V E C H A I R MA N Resources and was CEO of Farwest Derek 32+ YEARS EXPERIENCE 30+ YEARS EXPERIENCE Mining prior to acquisition by Ca
Slide 5: 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: Excellent Address
Aurora 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 I R S T - 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 Model
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: 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 underway – results Q2, 2024 13
Slide 14: 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 15: Capital Structure
DLP RESOURCES INC. CAPITAL STRUCTURE Institutions TS XV: DLP ~8% OTC QB: D L 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$M) 53 Cash (C$M) $6.40 As of May 2024 T
Slide 16: Aurora Earn-In Agreement
AURORA E A R N - I N A G R E E ME N T MAY 2021 Y EA R 1 (2022) YEA R 2 (2023) Y EA R 3 (2024) Y EA R 4 (2025) Sign Agreement US$ 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 17: 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 18: Esperanza Cu-Mo Project
ESPERANZA Cu-Mo PROJECT TSXV: DLP. OTCQB: DLPRF 18
Slide 19: 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 19
Slide 20: Clean Energy Transition (Mineral Intensity)
C L E A N E N E R G Y T R A N S I T 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 Copper Demand Molybdenum Demand 3.0% Forecast (pa) 2020-2030 35 900 800 30 700 25 600 Tons (Thousands) Tons (million) 20 500 F
Slide 21: 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 22: Molybdenum Demand Growing
MOLYBDENUM DEMAND G R O W I N G ( 2 0 2 1 - 2 0 3 0 ) TSXV: DLP. OTCQB: DLPRF 22
Slide 23: 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 24: 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 25: Aurora New Targets – CuOx + BX Showings
NEWAURORA NEW TARGETS – CuOx + BX SHOWINGS TARGET S– CuOx + BX SHOWIN GS TSXV: DLP. OTCQB: DLPRF 25