Triton Minerals Limited · ASX:TON
Triton Minerals — Australian Graphite Conference 2017
32 slides from Triton Minerals's conference presentation, Apr 27, 2017
Slide 1: Australian Graphite Conference
For personal use only Australian Graphite Conference 27 April 2017
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Triton Minerals (ASX:TON) (Company). For personal use only Summary of information: This presentation contains general and background information about the Company’s activities current as at the date of the presentation and should not be considered to
Slide 3: Disclaimer
Disclaimer Future performance: This presentation contains certain forward-looking statements and opinion. The forward-looking statements, opinion and estimates provided in this presentation are based on assumptions and contingencies which are subject to change without For personal use only notice, a
Slide 4: 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 5: Investment Highlights
Investment Highlights Updated Mineral Resource Estimate for Ancuabe released to the ASX on 10 April 2017, including; For personal use only Maiden T16 JORC 2012 Indicated + Inferred Mineral Resource of 8.4Mt at an average grade of 7.8% TGC. Total Indicated Mineral Resources of 9.2Mt at 6.0% TGC
Slide 6: Corporate Snapshot
Corporate Snapshot – ASX:TON Capital structure Share Price Performance For personal use only Share Price (21 April 2017) A$ 0.06 9 0.10 Shares outstanding m 657.8 8 Options1 m 65.2 7 0.09 Share price ($) 6 Performance Rights m 16.5 Volume (m) 5 0.08 Market capitalisation (undiluted) A$m 39.5 4 Cash
Slide 7: Board & Management
Board & Management Board of Directors For personal use only 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 8: 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 For personal use only determines pricing • Two fastest growing markets for graphite: ―Chinese building materials: flame retardant materials mandated
Slide 9: 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 10: Diverse Applications for Flake Graphite
Diverse Applications for Flake Graphite Type Uses Comments T For personal use only Battery Anode Materials • Lithium Ion • A 10% penetration of EVs/HEVs would require all A of the world’s current annual production of R • ESS- Vanadium Redox Flow graphite G • Fuel Cells • China new energy vehicle pro
Slide 11: Ancuabe Graphite Project
Ancuabe Graphite Project • Cabo Delgado province of Mozambique For personal use only 110 kV • Ancuabe Project adjacent to AMG’s Ancuabe Power graphite mine ANCUABE Container Port BALAMA • Close to sealed road, medium voltage power NORTH T12 & T16 and access to container port of Pemba Graphite Mine 4
Slide 12: 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 13: Petrographic Results at T12
Petrographic Results at T12 For personal use only Polished thin sections at T12 Core photograph of graphitic gneiss (approximately 6% TGC) 13 between 36.86 and 41.5 m downhole in IVD019
Slide 14: Petrographic Results at T16
Petrographic Results at T16 Polished thin sections at IVD041 For personal use only Core samples from T12 IVD034 showing coarse-grained flake Coarse-grained graphite flakes in gneiss at 14 graphite in tonalitic gneiss. approximately 58.5 m downhole in IVD034
Slide 15: Ancuabe MRE
Ancuabe MRE ANCUABE MRE For personal use only Deposit Classification Tonnes TGC Contained Graphite (Mt) % ('000s t) T12 Indicated 8.1 5.8 467 T16 1.2 7.4 86 Indicated total 9.2 6.0 553 T12 Inferred 11.4 4.9 553 T16 7.2 7.9 573 Inferred Total 18.6 6.0 1,126 Total Indicated + 27.9 6.0 1,679 Inferred N
Slide 16: T12 Pit Shell
T12 Pit Shell • Near surface access to mineralised zones For personal use only • Continuous wide sections of graphite layers • Red greater than 5%TGC – Blue less than 5%TGC 1,200m 16
Slide 17: T16 Pit Shell
T16 Pit Shell • Near surface access to mineralised zones For personal use only • Continuous wide sections of graphite layers • Red greater than 5%TGC – Blue less than 5%TGC 600m 17
Slide 18: Metallurgy
Metallurgy Outstanding metallurgical testwork results: For personal use only ―On average approximately 59% large flake graphite (>180 microns), approximately 32% jumbo flake graphite (>300 microns) ―Excellent concentrate purity average 97.7% (TC) across all flake sizes Final concentrate purity a
Slide 19: Metallurgy
For personal use only Metallurgy % Large Flake (>180µm) 0% 10% 20% 30% 40% 50% 60% 70% Magnis Triton - Nicanda West Triton - Ancuabe Kibaran Battery - Balama Graphex Volt Battery - Montepuez Flake Size Distribution - % Large Flake (>180µm) Syrah Ancuabe flake size distribution is amongst best of pee
Slide 20: Metallurgy
Metallurgy Ancuabe upgrades easily to a high quality concentrate For personal use only Size Fraction Analysis of Total Carbon 20
Slide 21: Fixed Loop Electromagnetic (FLEM) and Drilling
Fixed Loop Electromagnetic (FLEM) and Drilling • FLEM studies commenced For personal use only • Will assist identification of potential new areas and extensions of current resources T15 • Will guide extension drilling on T12 & T16 and exploration T12b T14 drilling on T12b to T17 T13 • Major Drilling
Slide 22: Feasibility Studies Commenced
Feasibility Studies Commenced Board Approved Fast Tracking of Feasibility Studies For personal use only Tenders undertaken for Drilling, Mining, Engineering, Metallurgical Testwork and Assays Tenders awarded Engineering – Lycopodium Drilling – Major Drilling Geology/MRE/Mining – CSA Glob
Slide 23: 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 24: 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 3 Stage Crushing with conventional rod Strategy and Focus mill Rougher-Scavenger Flotation with up to 5 stage of cleaning 3 Attrition Stages Pro
Slide 25: 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 large
Slide 26: Ancuabe - Value Proposition
Ancuabe - Value Proposition Resource • Existing JORC Indicated + Inferred Mineral Resource at Ancuabe T12: 27.9Mt at 6.0% Total Graphitic Carbon (TGC) For personal use only • Total Indicated Mineral Resource 9.2Mt at 6.0% for at least 10 years’ operation, with a potential mine life of 26 years Explo
Slide 27: Competent Person Statements
Competent Person Statements Mineral Resource Estimate For personal use only The information in this announcement that relates to in situ Mineral Resources for Ancuabe T12 and T16 is based on information compiled by Mr. Grant Louw under the direction and supervision of Dr Andrew Scogings, who are bot
Slide 28: Thank you
For personal use only Thank you Peter Canterbury Managing Director M +61 424 149 646 pcanterbury@tritonminerals.com
Slide 29: Market Appendices
For personal use only Market Appendices
Slide 30: 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 31: 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. • There are four steps to the production of SPG, whic
Slide 32: 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
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