Triton Minerals Limited · ASX:TON
Triton Minerals — Shareholder Meeting (May 2017)
26 slides from Triton Minerals's shareholder meeting presentation, May 30, 2017
Slide 1: AGM Presentation
For personal use only AGM Presentation 30 May 2017
Slide 2: Scoping Study Cautionary Statements
Scoping Study Cautionary Statements 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 sh
Slide 3: Scoping Study Cautionary Statements
Scoping Study Cautionary Statements Future performance: This presentation contains certain forward-looking statements and opinion. The forward-looking For personal use only statements, opinion and estimates provided in this presentation are based on assumptions and contingencies which are subject to
Slide 4: Scoping Study Cautionary Statements
Scoping Study Cautionary Statements Scoping Study disclaimer: Information in relation to the Ancuabe Scoping Study, including production targets and financial For personal use only information, included in this report is extracted from an ASX Announcement dated 27 April 2017 (see ASX Announcement –
Slide 5: 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 a high margin, premium fla
Slide 6: Last Months Achievements
Last 6 Months Achievements Relisted 6th December 2016 For personal use only Drilling Campaign completed 13th December Senior Appointments made to fast track FS FS Testwork commenced Completed Scoping Study shows the Ancuabe Graphite Project is technically and financially viable 6
Slide 7: Last Months Achievements
Last 6 Months Achievements Updated Mineral Resource Estimate for Ancuabe released to the ASX on 10 April 2017, with total Inferred + Indicated For personal use only Mineral Resource now comprises 27.9 million tonnes (Mt) grading 6.0% Total Graphitic Carbon (TGC), for 1.68 million tonnes of contain
Slide 8: Last Months Achievements
Last 6 Months Achievements Appointment of all FS contractors and commencement of study. For personal use only Engineering – Lycopodium Drilling – Major Drilling Geology/MRE/Mining – CSA Global Metallurgy – IMO & ALS Metallurgy Assays – Intertek Water Tailings & Geotech awarded to Knigh
Slide 9: 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 10: Infrastructure – A Key Consideration
Infrastructure – A Key Consideration Cabo Delgado Province, Mozambique For personal use only Bitumen road to Ancuabe Project turnoff. Ancuabe project located only 90km by road from an operating container port. 110kV power line adjacent to Ancuabe – Hydroelectricity delivers very competitive en
Slide 11: Ancuabe Project – Metallurgical Properties
Ancuabe Project – Metallurgical Properties Mineralisation dominated by large flake graphite (>180µm) For personal use only 6.3% of the graphite flakes recovered greater than >500µm 29.9% of the graphite flakes recovered greater than >300µm 55.5% of the graphite flakes recovered greater than
Slide 12: 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 13: Metallurgy
Metallurgy Ancuabe upgrades easily to a high quality concentrate For personal use only Size Fraction Analysis of Total Carbon 13
Slide 14: Metallurgy
Metallurgy Results in China and Germany showed that the expansion rates of Ancuabe graphite are ideally suited for For personal use only production of expandable graphite as well as LIB’s and high end refractories XRD indicates that the graphite crystals of all samples investigated were almost p
Slide 15: 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 16: Proposed Site Layout
Proposed Site Layout For personal use only 16
Slide 17: Why Ancuabe – Fast Development Activities
Why Ancuabe – Fast Development Activities 2017 For personal use only Q1 Q2 Q3 Q4 Fixed loop electromagnetics (resource target expansion) Mineral Resource, Geotech, Sterilisation drilling Preliminary EIS (EPDA) Feasibility Studies ESHIA Customer product testing Engage with strategic partners for proj
Slide 18: Why Triton
Why Triton Experienced New Board and Management Team For personal use only 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 19: 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 20: Competent Person Statements
Competent Person Statements Mining Study For personal use only The information in this document that relates to mine design for a Scoping Study level assessment is based on information compiled or reviewed by Mr Karl van Olden who is a Fellow of the Australasian Institute of Mining and Metallurgy (F
Slide 21: Thank you
For personal use only Thank you Peter Canterbury Managing Director M +61 424 149 646 pcanterbury@tritonminerals.com
Slide 22: Market Appendices
For personal use only Market Appendices
Slide 23: Expandable Graphite
Expandable Graphite Is where graphite is normally expanded by immersing the natural flake graphite For personal use only concentrate, usually at a grade of 95% to 99% Total Graphitic Carbon (TGC), in a bath of chromic acid, then concentrated sulfuric acid, which forces apart the crystal lattice pl
Slide 24: 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 25: 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 26: 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