Triton Minerals Limited · ASX:TON
Triton Minerals — Benchmark Minerals World Tour (Melbourne) (September 2017)
15 slides from Triton Minerals's conference presentation, Sep 13, 2017
Slide 1: Developing World Class Projects for the Expanding Graphite Market
For personal use only Developing World Class Projects for the Expanding Graphite Market Completing Development Milestones on Ancuabe – DFS, Offtake, EPC September 2017
Slide 2: Corporate Summary (ASX: TON)
Corporate Summary (ASX: TON) Corporate Overview Share Price Performance and Daily Volume For personal use only Shares on Issue 657.8M Share Price 11 Sept 2017 $0.096 Market Capitalisation $63.15M Unlisted Options* 54.5M Performance Rights** 17.5M * 4.5M at $0.27 expiry January 2018; 50M at $0.10 exp
Slide 3: Undervalued Relative to Peer Group
Undervalued Relative to Peer Group Contained Graphite Independent research supports undervalued For personal use only (Mt) proposition with Edison placing valuation of 22 cents per share Triton is trading at the lowest Enterprise Value /Contained Graphite multiple despite development milestones be
Slide 4: Products Ideally Suited to Growth Markets
Products Ideally Suited to Growth Markets For personal use only Mozambique (Mz) Tanzania (Tz) ‘Sweet Spot’ for the expandable market: high purity and high proportion of Jumbo (>300 Microns) flake size Lower flake sizes suitable for the battery markets but TGC% remains a critical factor Margin not
Slide 5: Portfolio Snapshot
Portfolio Snapshot Portfolio of the world class graphite projects For personal use only Ideally positioned to capture significant market share of a rapidly growing market as the graphite market undergoes fundamental structural changes – Supported by recent significant >30% price increase Proje
Slide 6: World Class Portfolio of Graphite Assets
World Class Portfolio of Graphite Assets Ancuabe Projects For personal use only • Premium quality graphite due to large flake size and very high purity and expandability - confirmed by internationally recognised 110 kV independent experts Mkt cap €800m Power • JORC Indicated + Inferred Resource: 27.
Slide 7: Ticking the Development Boxes
Ticking the Development Boxes EPC, Financing and Offtake Framework Agreement with For personal use only Sinoma, subsidiary of China’s largest building materials company (non-binding) Framework Offtake Agreement with Qingdao Tianshengda Graphite, minimum five tear term (non- binding) Further di
Slide 8: Graphite Market Undergoing Major Transformation
Graphite Market Undergoing Major Transformation Demand: Environmental legislation and structural change in the expandable graphite, Electronic Vehicle (EV) and battery markets For personal use only Supply: Supply is expected to come under pressure due to changing environmental regulations and declin
Slide 9: Chinese Market Dominance Declining
Chinese Market Dominance Declining Driven by Environmental Policy & Legislation For personal use only • Environmental management is a key pillar of Chinese Government policy • Not only focused on growing car and bus EV capability but also cleaning up major polluting industries • Chinese graphite ind
Slide 10: Triton's Primary Focus is Expandable Graphite
Triton’s Primary Focus is Expandable Graphite What is Expandable Graphite TRITON’S EXPANDED For personal use only Graphite is expanded by immersing the natural flake graphite concentrate GRAPHITE (usually at a grade of 95% to 99% Total Graphitic Carbon (TGC)), in a bath of acid and oxidising agents,
Slide 11: What will drive Expandable Graphite Demand?
What will drive Expandable Graphite Demand? FLAME RETARDANT BUILDING MATERIALS (FRBM) For personal use only • Fire safety a growing global issue in commercial and residential construction • China has recently mandated FRBM in all new buildings and will ban traditional brominate flame retardants in 2
Slide 12: Expandable Graphite in Flame Retardant Building Materials
Expandable Graphite in Flame Retardant Building Materials ADVANTAGES Uses for Graphite Polystyrene (Source BASF website) For personal use only Can be expanded by low heat (150 to 300oC) Safe and chemically inert Halogen free Heavy metal free Reflects radiant heat energy and reduces thermal
Slide 13: Accelerated project development
Accelerated project development Aiming for first production in 2019 Timeline Milestone For personal use only Triton recapitalised & appointment of Peter Canterbury as Managing Director Q4 2016 Drilling commenced on T16 prospect Triton relisted on the Australian Securities Exchange, Board focus
Slide 14: Disclaimer and Competent Persons Statements
Disclaimer and Competent Persons Statements 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 background information about the Company’s activities current as at the date
Slide 15: Disclaimer and Competent Persons Statements
Disclaimer and Competent Persons Statements 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
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