Triton Minerals Limited · ASX:TON
Triton Minerals — Technology and Low Emission Minerals Conference 2018
18 slides from Triton Minerals's conference presentation, Nov 14, 2018
Slide 1: Developing world class projects for the graphite revolution
For personal use only Developing world class projects for the graphite revolution Executing strategy and systematically moving towards production Technology and Low Emission Minerals Conference Perth 14 November 2018 1
Slide 2: Disclaimer and competent persons statement
Disclaimer and competent persons statement This presentation has been prepared by Triton Minerals Limited (Triton or the Company) and has been prepared for information purposes only. This presentation contains general For personal use only and background information about the Company’s activities cu
Slide 3: Disclaimer and competent persons statement
Disclaimer and competent persons statement Unless otherwise stated, all dollar values are in Australian dollars (A$). The information in this presentation remains subject to change without notice. For personal use only This presentation is not an offer of securities for sale in the United States. An
Slide 4: Right commodity, right assets, right location
Right commodity, right assets, right location For personal use only 1. Graphite is a critical commodity for the future Key component of the Lithium Ion Battery (LiB) A key ingredient of the flame retardant revolution 2. World class assets Near term production at the flagship Ancuabe project ta
Slide 5: Graphite is an essential component
Graphite is an essential component The future of graphite extends well beyond traditional industrial uses: For personal use only Electric Vehicles (EV) Flame Retardant Building Materials (FRBM) Growth in EV and LiB and the impact Graphite will play a significant role in on Graphite is well documente
Slide 6: Expandable graphite as a flame retardant
Expandable graphite as a flame retardant For personal use only Graphite is an exceptional flame retardant • Relatively low cost, excellent flame suppression, thermal efficiency and corrosion resistant New legislation promotes graphite • Recent legislation in China, EU, Japan and Korea has either man
Slide 7: Graphite demand for FRBM may outstrip batteries
Graphite demand for FRBM may outstrip batteries Recent tragedies have highlighted the impact of flammable cladding For personal use only on buildings: November 2014: Lacrosse Building Fire, Melbourne • Combustible cladding recently ordered to be replaced • Estimated 5,000 buildings in Victoria requi
Slide 8: Structural shortage looming
Structural shortage looming For personal use only New markets for EV and FRBM driving forecast demand above existing and new sources of supply Planned capacity and projects in development will not be sufficient to meet forecast demand Source: Benchmark Minerals Intelligence 8 8
Slide 9: China supply dominance declining
China supply dominance declining For personal use only • China has been the major source of global graphite supply • Chinese production now threatened by lower grades, higher costs, diminishing flake size and environmental concerns • Environment management is a pillar of govt policy - focus on EV ca
Slide 10: Triton highlights
Triton highlights For personal use only Three world Long Life Mozambique class assets Assets Stable and Suited to growth Ancuabe 30+ years proven region markets Supportive Nicanda Hill 100+ years government Near Term Development Production Binding offtakes > 50% Ancuabe H1 2020 EPC contract signed a
Slide 11: Graphite Reserves and Resources
1 Graphite Reserves and Resources Ancuabe Ore Reserve Estimate1 For personal use only Reserve Category Tonnes (m) Grade (TGC%) Contained Graphite (million tonnes) Probable Ore Reserve 24.9 6.2% 1.544 Three Ancuabe Indicated worldResource Estimate1 + Inferred Classification class assets Tonnes (m) Gr
Slide 12: Triton highlights
Triton highlights For personal use only Three world Long Life Mozambique class assets Assets Stable and Suited to growth Ancuabe 30+ years proven region markets Supportive Nicanda Hill 100+ years government Near Term Development Production Binding offtakes > 50% Ancuabe H1 2020 EPC contract signed a
Slide 13: Ancuabe Graphite Project
Ancuabe Graphite Project High quality product For personal use only High purity large flake graphite ideally suited to the EV, electric storage AND expandable market Great location Located in a proven region, closest of all East African projects to port and infrastructure Long life project Def
Slide 14: A simple modular design: de-risking commissioning
A simple modular design: de-risking commissioning For personal use only T16 Mine Waste Dump PV ROM Process plant Mine Services Area Fuel Storage 14 14
Slide 15: Nicanda Hill Project
Nicanda Hill Project World’s largest Graphite-Vanadium deposit For personal use only World’s Largest Graphite-Vanadium Deposit (1.4Bt at 11.1% TGC) for The EV Market and a Globally Significant Vanadium Deposit (4.2Mt “The demand contained V2O5) for Lithium Ion World class Vanadium deposit batterie
Slide 16: Mozambique: a great place to be developing
Mozambique: a great place to be developing Proven graphite producing region For personal use only • Population 29 million, main language Portuguese • Cabo Delgado is a proven graphite producing region • Mozambique has a mature mining industry, with operations in Graphite, Coal, Aluminum and Gold • W
Slide 17: Graphite Price and Share Price
Graphite Price Share Price Premium market expected to strengthen Lagging despite strong fundamentals Source: Benchmark Minerals Intelligence For personal use only Argonaut Research (April 2018): $0.18/share TON share price down 61% CY2018 despite: • Larger flake graphite sold at a premium, 54% of An
Slide 18: Value Proposition
Value Proposition For personal use only World class assets High quality graphite from a proven graphite region with excellent infrastructure and stable mining jurisdiction Near term production and robust economics Ancuabe DFS delivers highly attractive project. Nicanda Hill provides JV “Triton i
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