Triton Minerals Limited · ASX:TON
Triton Minerals — Shareholder Meeting (May 2018)
21 slides from Triton Minerals's shareholder meeting presentation, May 31, 2018
Slide 1: Annual General Meeting
For personal use only DEVELOPING WORLD CLASS PROJECTS FOR THE EXPANDING GRAPHITE MARKET ANNUAL GENERAL MEETING 31 MAY 2018 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: Solid Foundation, Ready to Launch
TRITON: SOLID FOUNDATION, READY TO LAUNCH Great location, right commodity & growing markets ✓ Three world class projects in proven graphite region For personal use only World Class Assets ✓ Ancuabe, Nicanda Hill the world’s largest graphite-vanadium deposit and Nicanda West Near Term Production ✓ An
Slide 5: Triton Has Consistently Delivered Since Relisting
TRITON HAS CONSISTENTLY DELIVERED SINCE RELISTING Execution of a consistent strategy to leverage the significant growth in the expandable graphite and EV markets Timeline Key Milestones and Achievements For personal use only ✓ Triton recapitalised & appointment of Peter Canterbury as Managing Direct
Slide 6: Graphite Is a Key Raw Material for the Two Highest Growth Markets
GRAPHITE IS A KEY RAW MATERIAL FOR THE TWO HIGHEST GROWTH MARKETS For personal use only Demand Drivers: Environmental legislation and structural change in the expandable, EV and battery markets Supply Drivers: Under pressure due to changing environmental regulations and declining grade in parts of C
Slide 7: Premiums on High Purity Large Flake Graphite Increasing
PREMIUMS ON HIGH PURITY LARGE FLAKE GRAPHITE INCREASING For personal use only TRITON MINERALS | ASX: TON 7
Slide 8: World Class Portfolio of Graphite Assets
WORLD CLASS PORTFOLIO OF GRAPHITE ASSETS For personal use only Near-Term Production Global Significant Nicanda Hill – World’s Largest Supportive Government in Ancuabe Graphite Region Graphite/Vanadium deposit TRITON MINERALS | ASX: TON 8
Slide 9: Ancuabe Project Delivery Phase Underway
ANCUABE PROJECT DELIVERY PHASE UNDERWAY For personal use only • Mining concession application and environmental Permitting being processed – Near Term Approval Expected • Resettlement action plan processes in final stages • EPC tenders submitted at discounts to estimated DFS Capex, may enhance proje
Slide 10: Ancuabe Marketing Activities
ANCUABE MARKETING ACTIVITIES • Binding offtake agreements signed with major graphite producers for For personal use only over 50% production with Qingdao Tianshengda Graphite and Qingdao Chenyang Graphite, key terms for each contract: ✓ Up to 16,000 tonnes of Ancuabe graphite concentrate production
Slide 11: Project Overview
PROJECT OVERVIEW For personal use only TRITON MINERALS | ASX: TON 11
Slide 12: Early Works Activities Underway
For personal use only EARLY WORKS ACTIVITIES UNDERWAY TRITON MINERALS | ASX: TON 12
Slide 13: Site Preparation for Camp
For personal use only SITE PREPARATION FOR CAMP TRITON MINERALS | ASX: TON 13
Slide 14: Access Road Upgrade
ACCESS ROAD UPGRADE For personal use only TRITON MINERALS | ASX: TON14 14
Slide 15: Strong Community Engagement and Local Workforce
For personal use only STRONG COMMUNITY ENGAGEMENT AND LOCAL WORKFORCE TRITON MINERALS | ASX: TON15 15
Slide 16: Nicanda Hill Project
NICANDA HILL PROJECT The World’s Largest Graphite-Vanadium Deposit For The EV Market and a Globally Significant Vanadium Deposit For personal use only • Nicanda Hill graphite is ideally suited to the Electric Vehicle and Battery Storage Markets • Graphite is a non-substitutable component for the ano
Slide 17: Nicanda Hill Vanadium
NICANDA HILL VANADIUM • Globally significant vanadium resource – 1.44 billion tonnes at 0.29% V2O51 For personal use only • Vanadium market has seen strong price appreciation and outlook continues to be favourable • Complementary to Nicanda Hill graphite with potential minimal mining costs due to an
Slide 18: Mozambique – A Great Place to Be Developing
MOZAMBIQUE – A GREAT PLACE TO BE DEVELOPING A stable mining jurisdiction with a supportive government For personal use only • Population 29 million, official language Tanzania Portuguese Cabo Delgado • Cabo Delgado is a proven graphite Malawi and producing region Zambia Pemba Montepuez Ancuabe • Moz
Slide 19: Pathway to Production
PATHWAY TO PRODUCTION Aiming for first production in 2019 For personal use only Timeline Milestone ➢ Binding agreements with offtake partners 50% OF PRODUCTION SOLD ➢ Anticipated award of mining concession and environmental approvals ONGOING ➢ Proposed award of major works packages EPC TENDERS SUBMI
Slide 20: Right Time, Right Location, Right Commodity & Right Market
RIGHT TIME, RIGHT LOCATION, RIGHT COMODITY & RIGHT MARKET World Class Assets For personal use only High quality graphite from a proven graphite region with excellent infrastructure and stable mining jurisdiction Near Term Production and Robust Economics Ancuabe DFS has demonstrated the project is co
Slide 21: Triton Is Wonderfully Positioned to Be a Significant Player
For personal use only “TRITON IS WONDERFULLY POSITIONED TO BE A SIGNIFICANT PLAYER IN THE FASTEST DEVELOPING MARKETS GLOBALLY” PETER CANTERBURY MANAGING DIRECTOR TRITON MINERALS | ASX: TON 21