Triton Minerals Limited · ASX:TON
Triton Minerals — Investor Presentation (March 2017)
28 slides from Triton Minerals's investor presentation, Mar 15, 2017
Slide 1: Corporate Presentation
For personal use only March 2017 Corporate Presentation
Slide 2: Triton's Vision & Strategy
Triton’s Vision & Strategy For personal use only Vision To grow shareholder value by becoming a recognized producer of high value natural graphite concentrate from the Company’s portfolio of assets in Mozambique. Strategy Rapid development of the Ancuabe Project to produce low cost, high margin, pre
Slide 3: Investment Highlights
Investment Highlights For personal use only ✓ Ancuabe is a premium large flake graphite project located in a proven graphite region of Mozambique ✓ High purity graphite with exceptional flake size distribution should make Ancuabe graphite suitable for both the lithium-ion batteries and expandable gr
Slide 4: Ancuabe - Value Proposition
Ancuabe - Value Proposition Resource • Existing JORC Resource at T12: 14.9Mt at 5.4% based on limited drilling (Refer note 1, p27 for ASX announcement reference) For personal use only • Drilling results from T16 discovery and additional T12 drilling to be incorporated in JORC Resource upgrade due in
Slide 5: Metallurgy
For personal use only Metallurgy % Large Flake (>180µm) 10% 20% 30% 50% 60% 70% 40% 0% Magnis Triton - Nicanda West Triton - Ancuabe Kibaran Battery - Balama Graphex Volt Flake Size Distribution - % Large Flake (>180µm) Battery - Montepuez Syrah Ancuabe flake size distribution is amongst best of pee
Slide 6: Metallurgy
Metallurgy Ancuabe upgrades easily to a high quality concentrate For personal use only Size Fraction Analysis of LOI1000 6
Slide 7: Why Ancuabe – Fast Development Activities
Why Ancuabe – Fast Development Activities 2017 For personal use only Q1 Q2 Q3 Q4 Drilling assays Metallurgical Testwork Wet Season Environmental studies Updated Mineral Resource for T12 and Maiden Resource for T16 Scoping Study Fixed loop electromagnetics (resource target expansion) Mineral reserve,
Slide 8: Corporate Snapshot – Capital structure
Corporate Snapshot – ASX:TON Capital structure For personal use only Share Price Performance Share Price (7 March 2017) A$ 0.075 10 30 Shares outstanding m 9 657.8 25 8 1 Options m 87.5 Volume (m shares) 7 Cents per share 20 Performance Rights m 16.5 6 5 15 Market capitalisation (undiluted) A$m 49.4
Slide 9: Board & Management
Board & Management For personal use only Board of Directors Xingmin (Max) Ji Bachelor of Arts MBA; Chairman of Minjar Gold as well as the CEO for Tianye Australia Group. Over 20 years of experience in the finance and Non Executive Chairman investment fields, including Shanghai listed company. Bachel
Slide 10: Development Strategy & Market Insights
Development Strategy & Market Insights • Graphite Market is a quality driven value add market where a combination of flake size and concentrate purity determines For personal use only pricing • Two fastest growing markets for graphite: ― Chinese building materials: flame retardant materials mandated
Slide 11: Graphite Market Characteristics
Graphite Market Characteristics For personal use only • Sales contracts negotiated based on end user specification requirements • Quality of product (purity, flake size) and ability to consistently produce to required specifications are key determinants of success Key factors impacting the sales pri
Slide 12: Diverse Applications for Flake Graphite
Diverse Applications for Flake Graphite For personal use only Type Uses Comments Battery Anode Materials • Lithium Ion • A 10% penetration of EVs/HEVs would require all of T the world’s current annual production of graphite • ESS- Vanadium Redox Flow A • China new energy vehicle production tops 300,
Slide 13: Graphite Market - Spherical Graphite
Graphite Market - Spherical Graphite For personal use only • A critical and non-substitutable component in the LIBs as the • Spherical purified graphite (SPG) is manufactured from high grade anode (negative terminal). flake graphite concentrates. • Emerging technology markets are developing at a rap
Slide 14: Graphite Market – LIBs
Graphite Market – LIBs For personal use only “While the Tesla Gigafactory is vitally important from an EV vertical integration perspective, the majority of new lithium- ion battery capacity is being built in China. Some of these plants are expected to be huge such as the CATL facility at 50GWh – the
Slide 15: Expanded Graphite Products
Expanded Graphite Products Flexible Graphite Sheet and Roll “The growing trend of substituting non-halogenated flame For personal use only retardants is sweeping the industry. Expandable graphite plays a major role as a non-halogenated flame retardant in flexible polyurethane foam.” Vijay J. Bhagat,
Slide 16: Ancuabe Graphite Project
Ancuabe Graphite Project • Cabo Delgado province of Mozambique For personal use only 110 kV • Ancuabe Project adjacent to AMG’s Power Ancuabe graphite mine – strategic alliance ANCUABE Container Port BALAMA • Close to sealed road, medium voltage power NORTH T12 & T16 Graphite Mine and access to cont
Slide 17: Unconstrained Resource with Upside Potential
Unconstrained Resource with Upside Potential For personal use only - Only drilled a small section of the identified mineralised zone - Upside potential from extensions of existing T12 and T16 deposits - Significant upside potential on the other identified targets of T12b, T13, T14, T14b, T15 & T17 -
Slide 18: Drilling Results at T16
Drilling Results at T16 For personal use only Cross section through RC holes IVC029 and IVC030 T16 cross section through IVD045, IVD034 and IVC027 Cross section through RC holes 18 IVC026 and IVC027
Slide 19: Petrographic Results at T12
Petrographic Results at T12 For personal use only Polished thin sections at T12 Core photograph of graphitic gneiss (approximately 6% 19 TGC) between 36.86 and 41.5 m downhole in IVD019
Slide 20: From VTEM to Resource Model
From VTEM to Resource Model Preliminary T12 3D pit For personal use only • Near surface access to mineralised zones • Continuous wide sections of graphite layers 1,200m 20
Slide 21: From VTEM to Resource Model
From VTEM to Resource Model Preliminary T16 3D pit For personal use only • Near surface access to mineralised zones • Continuous wide sections of graphite layers 600m 21
Slide 22: Metallurgy
Metallurgy ➢ Outstanding metallurgical testwork results released in February 2017 for the recent T16 discovery and additional For personal use only metallurgical testwork results for T12 at Ancuabe confirm coarse, high-purity graphite flake concentrates1: ― On average approximately 59% large flake g
Slide 23: Environmental Studies Underway
Environmental Studies Underway • Dry season studies completed 2015 For personal use only • Wet season studies currently underway • Additional studies planned in H1 2017 T15 • EPDA submission April 2017 • Planned submission of ESHIA prior to end of Q3 2017 T14 T13 T12 T16 23
Slide 24: And Next
And Next • Fixed Loop Electromagnetic For personal use only studies in April/May 2017 • Will assist identification of potential new areas and T15 extensions of current resources • Will guide extension drilling on T12 & T16 and exploration drilling T12b T14 on T12b to T15 T13 • Infill drilling to com
Slide 25: Ancuabe Conceptual Process Flow
Ancuabe Conceptual Process Flow ➢ Small scale mining operation up to 1Mtpa ore For personal use only ➢ Using tried and tested technology – low risk Strategy and Focus ➢ 3 Stage Crushing with conventional rod mill ➢ Rougher-Scavenger Flotation with up to 5 stage of cleaning ➢ 3 Attrition Stages ➢ Pro
Slide 26: Why Triton
Why Triton For personal use only ✓ Experienced New Board and Management Team ✓ Strong balance sheet to support rapid development ✓ Cornerstone Investor Shandong Tianye (20%) – Chinese real estate and resources investor ✓ Experienced Implementation Team ✓ Outstanding Project: Ancuabe is a premium lar
Slide 27: Disclaimer
Disclaimer . For personal use only Forward-Looking Statements Footnotes (From page 4) 1. Refer ASX announcement dated 17 May 2016 This document may include forward-looking statements. Forward-looking statements include, but are not necessarily limited to, statements concerning Triton Minerals Limite
Slide 28: For personal use only
For personal use only