Dgr Global Limited · ASX:DGR
Dgr Global — Shareholder Meeting (November 2013)
30 slides from Dgr Global's shareholder meeting presentation, Nov 27, 2013
Slide 1: Building a Resource Company Factory
For personal use only Building a Resource Company Factory Annual General Meeting November 2013
Slide 2: Disclaimer
Disclaimer For personal use only Forward Looking Statement Whil based Whilst b d on information i f i from f sources considered id d reliable, li bl DGR Global Gl b l Limited, Li i d its i directors, di employees and consultants do not represent, warrant or guarantee, expressly or impliedly, that th
Slide 3: Extraordinary People
Extraordinary People For personal use only Peter Bubendorfer Strategic William Stubbs Strategic Chairman ► Armour Energy, gy, Bow Energy gy & ► Mentor M t Waratah Coal Project generation Amanda Geard Strategic Neil Wilkins Strategic ► DGR Group Project Generation ► Armour Energy Project generation ►
Slide 4: Past, Pre DGR Value Creation
Past, Pre DGR Value Creation For personal use only Company Year $ Mkt cap/deal Role PRE DGR GLOBAL Arrow Energy 2010 3,500m Co‐founder, Executive Director till 2004 B Energy Bow E 2011 500 500m Co‐Founder, C F d EExecutive i Director Bemax 1998 350m Managing Director Waratah Coal 2009 130m Co‐founde
Slide 5: We Need to Develop Our Resources !!
We Need to Develop Our Resources !! For personal use only
Slide 6: Strong Resource Demand in Developing Nations
Strong g Resource Demand in Developing p g Nations For personal use only Strong Energy Demand Growth Gas China Strong Steel Demand Growth Iron Copper Source: MPS MAR TIN PLACE SECURITIES
Slide 7: Long Term Demand Outlook Remains Attractive
Long g Term Demand Outlook Remains Attractive For personal use only Source: Rio Tinto analysis 2012 Source: Rio Tino analysis 2012 Note: Steel stock refers to the level of cumulative steel consumed within in an economy over a 20 year period.
Slide 8: Create Assets Now!!
For personal use only Create Assets Now!!
Slide 9: Macro Issues in Front of Us
Macro Issues in Front of Us For personal use only 1 Access/Availability – Architecture of 1. Australian resource ownership ‐ need to afford landowner interest 2 Australian capital availability – RBA – QE ?? 2. 3. Foreign Capital Market Availability 4. Invested CEOs
Slide 10: AIM a Strong Performer for SolGold and Preferred for IronRidge
AIM a Strong St Performer P f for f SolGold S lG ld and dPPreferred f d ffor IronRidge I Rid For personal use only
Slide 11: Capital Raising Expertise and Experience
Capital Raising Expertise and Experience For personal use only • THE RIGHT COMMODITY: Iron, Copper, Gas • THE RIGHT PEOPLE: Invested and committed • MONEY • UNDERWRITE IT • SYNDICATE IT • LEAD IT • TAKE A RISK!
Slide 12: Anything is Possible!!
Anything is Possible!! For personal use only Too small! Get the scale right! A Pattern emerges at the right scale
Slide 13: If You're Going to Find an Elephant, You Need a BIG Hunting Ground
If You’re Going to Find an Elephant, You Need a BIG Hunting H ti G Ground d For personal use only
Slide 14: Exploration is the Most Efficient Value Add
Exploration is the Most Efficient Value Add For personal use only
Slide 15: DGR - a Diversified and Undervalued Asset Pool
DGR - a Diversified and Undervalued Asset Pool For personal use only • VALUE OF SHAREHOLDING IN LISTED ASSETS $40m • Pre IPO 5 5.3m 3m • Total 45.3m • Market Cap @ 3 3.3c 3c $13.5 m • DIVERSIFIED PORTFOLIO OF RESOURCES ‐ gold, silver, copper, nickel tin, nickel, tin iron ore, ore titanium, oil & gas
Slide 16: Diverse Investments
Diverse Investments For personal use only By Commodity By Country h North Iron Ore Copper South America 9% 12% America 2% 16% Africa 38% Oil and Gas 40% Gold 37% Australia 44% Tin 2%
Slide 17: DGR Global over the Last 5 Years
For personal use only Cents 0 2 4 6 8 10 12 1/6/2 2004 1/9/2 2004 1/12/2 2004 1/3/2 2005 1/6/2 2005 1/9/2 2005 1/12/2 2005 1/3/2 2006 1/6/2 2006 1/9/2 2006 1/12/2 2006 1/3/2 2007 1/6/2 2007 1/9/2 2007 1/12/2 2007 1/3/2 2008 1/6/2 2008 1/9/2 2008 1/12/2 2008 Long Term Investments per Share 1/3/2 2009
Slide 18: Armour Started Up Like Arrow Energy
Armour Started Up Like Arrow Energy For personal use only Gas flow from Amoco mineral Arrow Energy’s Energy s Kogan gas Project in 2003 !!!!!! exploration borehole, Glyde River 1979.
Slide 19: Armour's Glyde Flares May 2013
Armour’s Armour s Glyde 1 Flares May 2013 For personal use only
Slide 20: Armour's QLD Project – Owns 100% of a Province
Armour’s QLD Project – Owns 100% of a Province For personal use only Cooper Basin overlain by Eromanga South Nicholson, Isa Superbasin, overlain by Carpentaria Oil fields in the Eromanga Basin lie around Oil field targets fairway around the sub crop edge the sub crop edge of the Cooper Basin of the
Slide 21: Armour's Strategic Advantage (DGR 25%)
Armour’s Strategic g Advantage g ((DGR 25%)) For personal use only LNG Export ~750 PJ p.a. • Provincial tenement position • 100% owned Mt Isa ~40 PJ • National and global p.a. LNG Export relevance ~1,500 PJ p.a. • Gas is the most acceptable globally demanded energy source Shortage • Access to infras
Slide 22: Armour – a New Shale Oil Province in the Macarthur Basin?
` Armour – a New Shale Oil Province in the Macarth r Basin? Macarthur For personal use only
Slide 23: Armour's QLD Gas Project – Provincial Significance
Armour’ss QLD Gas Project – Provincial Significance Armour For personal use only Gas charged intervals at Basal Mesozoic (Carpentaria Basin) “pinch-out” play Gas shows in a 114m Lawn Shale section extend shale gas play off structure from Egilabria 2 Gas shows and improved logs in a 250m Rivers
Slide 24: An eye in the sky saves time and money
An eye y in the skyy saves time and moneyy For personal use only Explorationists have dreamt of airborne “find the orebody” methods. Now we have them – Falcon Airborne Gravity Survey. Survey Mont Pele
Slide 25: High Grade Surface Mineralisation at Tchibanga
High Grade Surface Mineralisation at Tchibanga For personal use only 60.62% Fe 55.44% Fe 56 5% Fe 56.5% 56 0% Fe 56.0%
Slide 26: Cascabel (SolGold, 9% DGR): In The Company Of Giants
Cascabel (SolGold, 9% DGR): In The Company Of Giants Gi t For personal use only Abundant Chilean porphyry systems are visible. No soil, no vegetation. Cascabel concealed by cloud, soil and vegetation vegetation. Sphere size denotes Page 26 contained Cu (mt)
Slide 27: Porphyry Cu-Au Target at Alpala Lies above a Magnetic Apophysis
Porphyry Cu-Au Target at Alpala Lies above a Magnetic Apophysis For personal use only
Slide 28: Strong Copper Mineralisation Deep at Cascabel
Alpala Hole 3 – 617 metres For personal use only Strong Copper Mineralisation Deep at Cascabel
Slide 29: Taronga - Simple mineralogy allows for conventional processing
Taronga - Simple mineralogy allows for conventional processing i – Sows S E to Ear t Silk Purse P For personal use only • Coarse cassiterite (up to 3mm) which is substantially liberated at 1.5mm • Cassiterite associated with sulphides p and q quartz within vein stock work Example of coarse cassiteri
Slide 30: DGR Global Contacts
DGR Global Contacts For personal use only Nick Mather | CEO nmather@dgrglobal.com.au Greg Runge | General Manager grunge@dgrglobal.com.au Karl Schlobohm| Company Secretary kschlobohm@dgrglobal com au kschlobohm@dgrglobal.com.au ASX:DGR | www.dgrglobal.com.au