Dgr Global Limited · ASX:DGR
Dgr Global — Shareholder Meeting (November 2018)
22 slides from Dgr Global's shareholder meeting presentation, Nov 29, 2018
Slide 1: Towards 2050
For personal use only Towards 2050 KARL SCHLOBOHM – GROUP COMPANY SECRETARY DGR GLOBAL – 2018 AGM
Slide 2: Cautionary Statement
Cautionary Statement 2 For personal use only This presentation has been prepared by DGR Global Limited (“DGR Global” or “The Company”). By accessing this presentation you acknowledge that you have read and understood the following statement. Forward-looking Statements This document, including but no
Slide 3: The World in 2050
The World in 2050 3 For personal use only United Nations - World Population Estimate 9.8 Billion. United Nations - Double the number of people aged 60+ years. United Nations - Increasing life expectancies, particularly emerging economies. PWC - 6 of the 7 largest economies are expected to be
Slide 4: PWC 2050 GDP Ranking Forecasts
PWC 2050 GDP Ranking Forecasts 4 For personal use only
Slide 5: Towards 2050 – Macro Level Issues
Towards 2050 – Macro Level Issues 5 For personal use only United Nations - India more populous than China by 2022. BHP - Mass market EV’s to gain traction in the second half of the 2020’s. United Nations - World Population 8.6 Billion estimated by 2030. PWC - By 2040 the E7 economies may be
Slide 6: Towards 2050 – Micro Level Issues
Towards 2050 – Micro Level Issues 6 For personal use only Every person currently consumes 16kgs of extracted resources every day. In the Western World, this number is 57kgs per person! Every day items: Phone (42 minerals), TV (35 minerals), Computer (30 minerals). Currently, a newborn infant
Slide 7: Towards 2050
Towards 2050 7 For personal use only What this means is: Sustained economic and population growth focussed in Asia. Increasing urbanisation and living standards, particularly in emerging economies. Sustained demand for infrastructure, electrification and technology-related mineral commodities.
Slide 8: DGR Offers Investors
DGR Offers Investors 8 For personal use only One point of entry to a portfolio of diversified resource interests. Diversity in the range and style of commodities (traditional & technology). Diversity of operational jurisdictions. Multiple financial markets and international stock exchanges.
Slide 9: DGR Global – Current Commodity Portfolio
DGR Global – Current Commodity Portfolio 9 For personal use only Copper Lithium Oil Cobalt Zinc Bauxite SolGold, Auburn Dark Horse Armour, Uganda Aus Tin, Auburn Auburn, Pennant IRR, DGR Gas Gold Iron Ore Tin Nickel Lead Armour SolGold, IRR, Dark IRR Aus Tin Aus Tin, Auburn, Pennant Horse, Auburn, D
Slide 10: DGR Group Structure
DGR Group Structure 10 For personal use only DGR Group Structure
Slide 11: DGR - Fuelling the Green Revolution
DGR - Fuelling the 11 Green Revolution For personal use only Copper Nickel Cobalt Lithium Tin Aluminium Iron ore Silver
Slide 12: Lithium Demand Forecast
Lithium Demand Forecast 12 For personal use only Source: Rosskill – May 2017
Slide 13: Tin Favourable to New Technologies
Tin Favourable to New Technologies 13 For personal use only
Slide 14: Emerging EV and Battery Revolution
Emerging EV and Battery Revolution 14 For personal use only Each Chevy Bolt EV contains1: ▪ 91kg of Copper ▪ 24kg of Nickel ▪ 24kg of Cobalt By 2020, it is expected that 75% of batteries are expected to contain Cobalt in some capacity2. 1. Source: UBS Evidence Lab Electric Car Teardown (May 2017) 2.
Slide 15: Global Lights: Fossil Fuels vs Renewables
15 For personal use only GLOBAL LIGHTS FOSSIL FUELS VS RENEWABLES Renewable energy sources Globally, fossil fuels currently represent two-thirds of electricity usage and remain highly relevant. It’s also worth noting that fossil fuels also make up the majority of non-electrical sources needed for th
Slide 16: Electrification Needs Copper
Electrification Needs Copper 16 For personal use only Source: Macquarie Research (LME)
Slide 17: Strong Growth in Australian Gas Exports
Strong Growth in Australian Gas Exports 17 For personal use only Source: BP Energy Outlook 2018
Slide 18: DGR Resource Project Interest Pipeline
DGR Resource Project Interest Pipeline 18 For personal use only Dividends Production Mine Planning Feasibility Studies Resource Definition Discovery Exploration Funding & Team DD Processes Growth Reinvestment Concept
Slide 19: Auburn Resources
Auburn Resources 19 For personal use only Portfolio of projects prospective for: Copper Nickel Cobalt Gold EM Survey results released 08.11.2018 (DGR). 100% ownership of Pennant Resources (Lead / Zinc). Currently raising seed (S 708 Investors) ahead of a planned IPO 2019. Contact G
Slide 20: DGR Share Price versus Net Tangible Assets to 30 September 2018
[e) N + cy a ey DGR Share Price verses Net Tangible Assets to 30 September 2018 GT-AON —t | GT-20 GT-das = ST-8ny | Nf st-inr 3 ae ry s aueys ded sjuey gSi jeuosied 105 aa DGRGLOBAL IRR Ss ANW DHR OTHER AJQ SOLG CASH AND NET RECEIVABLES
Slide 21: Towards 2050 for DGR Global
Towards 2050 for DGR Global 21 For personal use only Larger portfolio (quality vrs quantity). Continuation of core project generation strategy. Continuation of diversity strategy. Emerging markets and emerging operational jurisdictions. Core rather than niche commodity focus. Access to inf
Slide 22: DGR Global Limited
DGR Global Limited 22 For personal use only Nicholas Mather – CEO (nmather@dgrglobal.com.au) Priyanka Jayasuriya – CFO (pjayasuriya@dgrglobal.com.au) Greg Runge – General Manager (grunge@dgrglobal.com.au) Karl Schlobohm – Company Secretary (kschlobohm@dgrglobal.com.au) www.dgrglobal.com.au @DGRGloba