Triton Minerals Limited · ASX:TON
Triton Minerals — PDAC Conference, Toronto 2015
23 slides from Triton Minerals's conference presentation, Mar 3, 2015
Slide 1: PDAC Conference, Toronto Corporate Presentation
For personal use only PDAC Conference, Toronto Corporate Presentation 2 March 2015
Slide 2: 'Safer than Mainstream Mining'
For personal use only ‘Safer than Mainstream Mining’
Slide 3: Corporate Snapshot
Corporate Snapshot For personal use only Capital Structure Share Price Graph (ASX:TON) 1.00 60 Share Price [28 January 2015] A$ cents 17.0 Volume (RHS) Share Price (LHS) 0.90 Shares outstanding m 318.6 50 0.80 Options and performance rights m 40.4 0.70 40 Million shares Market capitalisation (undilu
Slide 4: Investment Highlights
Investment Highlights For personal use only World’s largest Graphite & Vanadium Deposit Overview of the Balama and Ancuabe project areas • Triton is acquiring 100%1 interest in 3 graphite projects in Mozambique covering a total area of ~1,150 km2 • The critical components to develop a graphite proje
Slide 5: Nicanda Hill Scoping Study Results
Nicanda Hill Scoping Study Results For personal use only Summary of Economic Assessment • Independent Scoping Study undertaken by Optiro Pty Ltd Item Unit Value shows a low technical risk, economically robust and Mining Inventory 51Mt @ 12.4% TGC commercially viable graphite project Production rate
Slide 6: Nicanda Hill Resource
Nicanda Hill Resource For personal use only World’s largest graphite deposit: The Nicanda Hill Mineral Resource estimate comprises 1,457 Mt at 10.7% Total Graphitic Carbon (TGC) and 0.27% Vanadium Pentoxide (V2O5), classified as Indicated and Inferred Substantial high grade zones: 15%TGC cut off in
Slide 7: Nicanda Hill Resource
Nicanda Hill Resource For personal use only Nicanda Hill deposit was defined within 6 months from the commencement of drilling along a foot print that is 6.2km long (5.2km²) and still open in all directions Hydrothermal (Mutola) zone averages nearly 12% TGC and Macico and Grande graphite zones avera
Slide 8: Nicanda Hill Resource
Nicanda Hill Resource For personal use only • Nicanda Hill is a shallow open pit operation, focused initially on the MGM graphite zones and accessed by three separate ramps • The shallow nature of the open pit operation combined with a mineralised waste grade averaging 8%TGC, represents exceptionall
Slide 9: Nicanda Hill Preliminary Metallurgical & Mineralogical Analysis
Nicanda Hill Preliminary Metallurgical & Mineralogical Analysis For personal use only Graphitic material being liberated using a flotation method at the ALS Metallurgy laboratory • High purity graphite concentrate of 94-97%TGC may be produced on site through simple flotation • Graphite concentrates
Slide 10: Nicanda Hill Project Development Timeline
Nicanda Hill Project Development Timeline For personal use only Targeted project timeline for development of Nicanda Hill, subject to obtaining the relevant funding and regulatory approvals Activity 2014 2015 2016 2017 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Resource Definition Scoping Study E
Slide 11: Nicanda Hill Definitive Feasibility Study
Nicanda Hill Definitive Feasibility Study For personal use only EXPERT FEASIBILITY TEAM • Environment Coastal Services – Will complete the Environmental Management and Impact Assessment at Nicanda Hill. • DRA Global - Specialists in project management of mining, infrastructure and mineral process pl
Slide 12: Balama North Further Exploration Potential
Balama North Further Exploration Potential For personal use only • Exploration to date has been low cost and low risk: Nicanda Hill defined and taken to a JORC Resource within 6 months of drilling and associated costs of about A$5 million • Charmers, Black Hills, Nacugi and Western prospects yet to
Slide 13: Ancuabe Project: Jumbo Graphite Flake
Ancuabe Project: Jumbo Graphite Flake For personal use only • Surrounds historic Ancuabe Mine held by AMG Mining through GK. • Strong indicators of the high quality nature of the Ancuabe Project • Three new prospect areas defined by VTEM survey • Initial rock chip samples return grades of up to 22.3
Slide 14: Ancuabe Preliminary Mineralogical Analysis
Ancuabe Preliminary Mineralogical Analysis For personal use only 85% graphite flakes greater than 212µm ~60% of the graphite flakes recovered from the crusher discharge ranges between 600µm and 3300µm, (i.e. jumbo graphite flakes) Graphite flakes liberate cleanly with crusher from the surround
Slide 15: Ancuabe Preliminary Mineralogical Analysis
Ancuabe Preliminary Mineralogical Analysis For personal use only Discrete Particle Size Distribution 40.0 35.0 30.0 25.0 Discrete Mass (%) 20.0 15.0 10.0 5.0 0.0 Size Classes (um) Discrete particle size distribution of the graphite flakes from the Ancuabe graphite sample.
Slide 16: Integrated Development Concept Plan
Integrated Development Concept Plan For personal use only Schematic Overview of Triton’s Integrated Development Concept Plan for Nicanda Hill and Ancuabe
Slide 17: Building Towards the Future
Building Towards the Future For personal use only • Professional Team – Triton has a highly motivated professional team – Currently enhancing the Board and management teams – Delivering key milestones in record time – Rapid production development programs for Nicanda Hill and Ancuabe – Triton to bec
Slide 18: Graphite Flake Sale Prices
Graphite Flake Sale Prices For personal use only • Deutsche Bank and Industrial Minerals have projected that flake graphite prices will increase over the next 5 years • Average Selling price/tonne @ 94-97% purity: Flake size Price US$ Jumbo $2200 Large $1250 Medium $1100 Small $900 Fines $550 Source
Slide 19: Graphite Uses and Demand
Graphite Uses and Demand For personal use only • Refractories - Largest current market, 3-5% growth each year for past decade - 40% of current graphite demand - Mostly medium & large flake used • Batteries - Largest potential market, increase in Li-ion batteries will drive growth - growing at 9% per
Slide 20: Powering the future
Powering the future For personal use only • Electronic vehicles • 45kg of graphite in every EV. • 10kg of graphite in every Hybrid EV. • Batteries • 2013 alone - 5 billion lithium-ion batteries were sold to consumers across a wide spectrum of products (phones, computers, etc). • It should be noted t
Slide 21: Permitting & Corporate Social Responsibility
Permitting & Corporate Social Responsibility For personal use only Permitting • Mozambique is a favourable and supportive environment for mining and hosts a number of coal mining projects, a small graphite mine and a mineral sands project • A mining license at Nicanda Hill is expected in CY2015. The
Slide 22: Future Outlook
Future Outlook For personal use only • Nicanda Hill is the largest high-grade flake graphite and vanadium deposit in the world: 1.457Bt at 10.7%TGC and 0.27%V2O5 • Flexible Resource: High grade zones can be targeted to keep operating costs low and produce the product that off takers want • High grad
Slide 23: Contact Details
Contact Details For personal use only Brad Boyle CEO & Managing Director Triton Minerals Ltd (ACN: 126 042 215) 278 Barker Road, Subiaco WA 6008 Tel: +61 8 6489 2555 Fax: +61 8 9388 1252 bboyle@tritonmineralsltd.com.au Media & Investor Enquiries: Fortbridge +612 9003 0477 Bill Kemmery Tel: +61 400 1