Triton Minerals Limited · ASX:TON
Triton Minerals — Graphite Supply Chain 2017 Conference
21 slides from Triton Minerals's conference presentation, Nov 6, 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 Developing World Class Projects for the Expanding Graphite Market Completing Development Milestones on Ancuabe – DFS, Offtake, EPC PETER CANTERBURY NOVEMBER 2017 OCTOBER 2017 TRITON MINERALS | ASX: TON 1
Slide 2: 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 3: 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 4: Triton Minerals Introduction
TRITON MINERALS INTRODUCTION For personal use only • World Class Assets - Triton holds a portfolio of advanced projects in Mozambique’s graphite region • Near Term Production – Robust economics and aiming for first production in 2019 • Delivering on Strategy - Highly experienced and motivated manage
Slide 5: Corporate Overview
CORPORATE OVERVIEW Share Price Performance and Daily Volume For personal use only Corporate Overview Shares on Issue 657.8M Share Price $0.079 Market Capitalisation $54.4M Unlisted Options* 54.5M Performance Rights** 17.5M * 4.5M at $0.27 expiry January 2018; 50M at $0.10 expiry June 2018. ** Issued
Slide 6: Experienced Board and Management Team
EXPERIENCED BOARD AND MANAGEMENT TEAM For personal use only Board of Directors Xingmin (Max) Ji Chairman of Minjar Gold and CEO for the Shandong Tianye Australia Group. , Mr Ji led the substantial investment in Triton. Boasts more than 20 years of Non Executive Chairman experience in the finance and
Slide 7: Mozambique
MOZAMBIQUE An advanced graphite region with a stable mining jurisdiction & supportive government For personal use only Tanzania • Population 29 million Cabo Delgado • Main language Portuguese • Resources output from Graphite, Coal, Malawi and Zambia Pemba Aluminum and Gold Montepuez Balama Ancuabe •
Slide 8: Mozambique – Cabo Delgado
MOZAMBIQUE – CABO DELGADO Engaged Community with Good Infrastructure and Local Workforce For personal use only TRITON MINERALS | ASX: TON 8
Slide 9: Transformation in Graphite
TRANSFORMATION IN GRAPHITE The EV Revolution will create unprecedented Expandable Graphite Demand driven by For personal use only demand for raw materials Environmental and Legislative Changes TRITON MINERALS | ASX: TON 9
Slide 10: EV and Battery Market Update
EV AND BATTERY MARKET UPDATE Natural Flake Graphite, October 2017 For personal use only • Anode prices rising due to both demand and supply drivers • Auto majors all upping EV targets – China’s 5 year plan alone calls for 5 million EV’s by 2020 • VW, Mercedes & BMW, Nissan and Toyota each form strat
Slide 11: Expandable Graphite: Market Update
EXPANDABLE GRAPHITE: MARKET UPDATE For personal use only Expandable Graphite continues to establish itself as a key material in future flame retardant materials Possesses superior properties in the slowing of combustion and without the carcinogenic side-effects of substitute materials Fire safety is
Slide 12: Focussing on Expandable Graphite
FOCUSSING ON EXPANDABLE GRAPHITE For personal use only PRODUCT QUALITY • Ancuabe graphite has an optimal mix of large and jumbo flake and high TGC concentrate • Ancuabe product has a higher purity and expandable at levels significantly above Chinese domestic production MARKET OPPORTUNITY • The expan
Slide 13: World Class Portfolio of Graphite Assets
WORLD CLASS PORTFOLIO OF GRAPHITE ASSETS Projects For personal use only Project Portfolio Ancuabe: Industry leading flake size distribution, Mkt cap €800m 110 kV Power purity and expandability ANCUABE Container Nicanda Hill: One of the worlds largest flake Port graphite/vanadium deposits BALAMA MONT
Slide 14: Ancuabe Project
Ancuabe Project Premium Flake for Expandable Graphite Market For personal use only • Located in a proven graphite region adjacent to AMG’s Ancuabe graphite mine Infrastructure • Excellent logistical access to power, roads, water and port • JORC Indicated + Inferred Resource: 27.9Mt at 6.0% with sign
Slide 15: Nicanda Hill Project
Nicanda Hill Project World’s Largest Graphite Resource For The EV Market Infrastructure • Approximately 240km road from Pemba Port For personal use only Resource • World’s largest flake graphite deposit • Restated JORC Resource 1.43 Bt at 11.1% TGC • Includes Indicated Mineral Resource Estimate of 3
Slide 16: Ticking the Development Boxes
TICKING THE DEVELOPMENT BOXES Management is fast tracking development and delivering on milestones For personal use only Ancuabe scoping study1 completed April 2017, showed robust economics DFS undertaken by independent consultants with significant experience in East Africa and graphite – comp
Slide 17: Accelerated Project Development
ACCELERATED PROJECT DEVELOPMENT Aiming for first production in 2019 For personal use only Timeline Milestone Major resource upgrade Q1 2017 - Scoping study completed, DFS commenced, all major consultants appointed Q3 2017 Appointed Technical and Marketing Advisor in China to undertake testing
Slide 18: Project Overview
PROJECT OVERVIEW For personal use only TRITON MINERALS | ASX: TON 18
Slide 19: Investment Highlights
INVESTMENT HIGHLIGHTS For personal use only The demand for Lithium Ion Batteries is unstoppable according World Class Assets to Roskill, a globally recognised voice in graphite High quality graphite from a proven graphite region with excellent infrastructure and stable mining jurisdiction Near Term
Slide 20: Undervalued Relative to Peer Group
Undervalued Relative to Peer Group Contained Graphite Triton is trading at the lowest Enterprise Value For personal use only (Mt) /Contained Graphite multiple in comparison to peers despite: Project portfolio ideally suited to meet the forecast growth in the expandable and battery markets Exec
Slide 21: Thank You
THANK YOU For personal use only PETER CANTERBURY MANAGING DIRECTOR pcanterbury@tritonminerals.com TRITON MINERALS | ASX: TON 21
Triton Minerals — Graphite Supply Chain 2017 Conference on 6ix