Dgr Global Limited · ASX:DGR
Dgr Global — Shareholder Meeting (November 2014)
20 slides from Dgr Global's shareholder meeting presentation, Nov 26, 2014
Slide 1: A Resource Company Factory – 2014 AGM
For personal use only A Resource Company Factory 2014 AGM Karl Schlobohm – GM Corporate & Secretarial 26 November 2014
Slide 2: The Resource Factory Model
The Resource Factory Model For personal use only Pay dividends and 5. Development / Corporate takeover Phase 5 4. Resource definition, secondary raisings Phase 4 3. Exploration programs Phase 3 2. Seed raising, proof of concept, IPO Phase 2 1. Choose commodity, DGR ZAMBIA region and country Phase 1
Slide 3: The Blueprint – A Repeatable Process
The Blueprint – A Repeatable Process For personal use only WE DO IT BY Creating assets with geoscience • We don’t buy them Provincial Scale ground positions • Focuses capital, excludes competition, dominates infrastructure and political agendas • Mostly 100% owned Maturity from Idea – Cash app
Slide 4: The DGR Global Offering Distilled
The DGR Global Offering Distilled For personal use only • Future Focussed • Long-term Strategies Employed • Large Positions Targeted • Key People Engaged and Incentivised • Diversification Across Commodities, Countries and Capital Markets • Opportunities to Select Investments (Commodity Focus) • Exp
Slide 5: Key Commodity Interests
Key Commodity Interests For personal use only Iron To build it Gas To power it Copper To wire it Urbanise 3.5 billion people in 35 years ?? Fertilisers To feed us
Slide 6: Geological Modelling – Top Down Approach
Geological Modelling – Top Down Approach For personal use only leads to great projects in your portfolio Orbis Gold’s Birimian gold projects were sourced from a top-down search strategy IronRidge’s Gabonese iron ore projects were sourced from a top-down search strategy
Slide 7: A Big Story
A Big Story For personal use only Armour Energy’s gas province • Provinces attract: Governments Majors Capital • Provinces give you: Room to fail and relinquish Access redundancy A cookie cutter for success Valuation advantages IronRidge Resources iron ore province
Slide 8: Passionate Executives
Passionate Executives They did it.. For personal use only • Invested Executives Capital investment that matters Strong industry experience Peter Lynch – Waratah Coal Richard Laufmann Ballarat Gold No distractions Big thinkers They’ll do it.. Nick Davies – Arrow Energy Peter Spiers Vince Masc
Slide 9: DGR Global Offers Diversification
DGR Global Offers Diversification For personal use only North America LSE $15m Africa ASX $30m Australia South America DGR ZAMBIA Assumptions IRR listed on AIM at USD15cents OBS valued at current cash T/O bid 9
Slide 10: Exploration excites investors
Exploration excites investors For personal use only Feasibility Production Debt fund Value Valley Inferred resource $ Value Equity fund Don’t fund Be an explorer $, £ Expended
Slide 11: The Outputs – Minimal Cost, Maximum Return
The Outputs – Minimal Cost, Maximum Return For personal use only • All assets created in-house • A diversified portfolio currently valued in excess of $45 million 30000000 • Growth of ~95% per annum in net listed asset value per share since 2007 • Access to 25000000 a pipeline with further projected
Slide 12: An Active Pipeline Process
An Active Pipeline Process For personal use only IDEA GENERATORS Projects generated within DGR: • Shale oil and gas assets in Northern Australia (Armour Energy) • Gabonese iron assets (IronRidge Resources) • Rannes gold and silver districts in Queensland (SolGold) • Nickel, cobalt and platinum prosp
Slide 13: Understanding the Economic Cycles
Understanding the Economic Cycles For personal use only Raising is difficult Raise to advance or preserve Raise to create
Slide 14: High Grade West African Gold
High Grade West African Gold For personal use only DGR Investment in OBS $23m $22.83m $25,000,000 $20,000,000 • Key milestones achieved to date $15,000,000 - Discovery of 3 high grade gold projects $10,000,000 - Resource inventory established and growing $5,000,000 - World Class NPV and Payback mode
Slide 15: The Next World Class Copper-Gold Discovery
The Next World Class Copper-Gold Discovery For personal use only • Cascabel porphyry copper gold project (85% ownership via ENSA) • Port, power, water, labour all accessible • Ecuador in the Andean Copper Belt • DGR holds 9% (54.5m shares) 15
Slide 16: The Next World Class Cu-Au Porphyry Discovery
The Next World Class Cu-Au Porphyry Discovery For personal use only • Top 10 discovery Hole 5, 1.3kms depth includes 600m @ 1g/t Au and 1% Cu • 3km long belt, 1km vertical of high magnetic zones • IP Survey results imminent • Currently drilling Hole 9 – encouraging visuals 16
Slide 17: New Regional Gas Giant
New Regional Gas Giant For personal use only DGR Investment in AJQ 25% ($6m) • Key milestones achieved to date - 100% owned and currently cover 130,000 km2 - Discovery of two new active petroleum systems - In excess of 60tcf of gas targets identified - Close and constructive liaison with Native Titl
Slide 18: DGR Global – The Forward Journey
DGR Global – The Forward Journey For personal use only Current Public Company Interests Orbis Gold Armour Energy SolGold Aus Tin Mining Navaho IronRidge Resources Current Pipeline Gold and Copper Assets – Australia Uranium and Rare Earths – Australia Copper - Zambia Future Pipeline
Slide 19: Disclaimer
Disclaimer For personal use only Forward Looking Statement Whilst based on information from sources considered reliable, DGR Global Limited, its directors, employees and consultants do not represent, warrant or guarantee, expressly or impliedly, that the information in this document and presentation
Slide 20: DGR Global Contacts
DGR Global Contacts For personal use only Nick Mather | CEO nmather@dgrglobal.com.au Priy Jayasuriya | Chief Financial Officer pjayasuriya@dgrglobal.com.au Karl Schlobohm| Company Secretary kschlobohm@dgrglobal.com.au ASX:DGR | www.dgrglobal.com.au 20