Slide 1: A Resource Company Factory
For personal use only A Resource Company Factory RIU Resources Round Up Nick Mather – Managing Director 13 May 2015
Slide 2: The Resource Factory Model
The Resource Factory Model For personal use only Production & dividends 6. Production 5. Development / Phase 6 Corporate takeover 4. Resource definition, Phase 5 secondary y raisings g 3. Exploration Phase 4 programs 2. Seed raising, proof Phase 3 of concept, IPO DGR ZAMBIA Ph Phase 2 1. Choose comm
Slide 3: Since we last saw you
Since we last saw you For personal use only Sold Orbis - $26m cash event DGR G – modest maiden dividend planned for f July 2015 Armour Energy – Ripple project compiled – $9 2 R&D refund $9.2m f d SolGold – Hole 9 at Cascabel, a 1.3 km intersection IronRidge – Raised £9.7m @ 10p & listed on
Slide 4: The Blueprint – A Repeatable Process
The Blueprint – A Repeatable Process For personal use only WE DO IT BY Creating exploration 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 Ide
Slide 5: Passionate Executives
Passionate Executives For personal use only They did it.. • Invested Executives Capital investment that matters Strong industry experience Peter Lynch y Richard Laufmann Waratah Coal Ballarat Gold No distractions Big thinkers They’ll do it.. Nick Davies Peter Spiers Arrow Energy O bi Gold Or
Slide 6: Targeting from the top leads to great projects in your portfolio
Targeting from the top leads to great projects in your portfolio For personal use only Orbis Gold’s Gold s Birimian gold projects were sourced from a top-down search strategy IronRidge’s Gabonese iron ore projects NavGas’ Proterozoic oil and gas projects were once in were sourced from a top-down sea
Slide 7: A Big Story
A Big Story For personal use only Armour Energy’s gas province • Provinces attract: Governments Majors Capital C it l • Provinces give you: Room to partially fail and relinquish Access redundancy A cookie cutter for success IronRidge Resources iron ore province
Slide 8: Incentivised, qualified, accomplished, experienced geologists
Incentivised, qualified, accomplished, experienced geologists 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 a es gogold daand d ssilver e ddistricts st cts in
Slide 9: Global Resources Landscape - A New Dawn
Global Resources Landscape p - A New Dawn For personal use only • Urbanisation of 4bn people p p will drive steady y global growth • Capital delivery out of sync with community demand • Price variability has a 5 to 7 year cycle • Get set now • Emerging nations • Using paradigm shifts in technology a
Slide 10: You won't go wrong in the right commodity
You won’t won t go wrong in the right commodity For personal use only Iron To build it Gas To power it Copper To wire it Urbanise 3.5 billion people in 35 years – Resource prices are going up Fertilisers To feed us
Slide 11: A Highly Diversified Portfolio
A Highly Diversified Portfolio 78% Focused on emerging Nations/Regions/Economies For personal use only Africa 28% Australia 22% South America 50% Cash 57% Iron Ore 19% Oil and Gas 10% Copper & Gold 13% Tin 1% 0% 10% 20% 30% 40% 50% 60% 11 Interests by market cap of holding
Slide 12: Exploration excites investors
Exploration excites investors For personal use only High grade, high value Higher debt Feasibility Production Debt fund Lower grade, lower debt Value Valley Inferred f d resource $ Value Don’t overdo it! Equity fund Don’t fund Be an explorer $, £ Expended
Slide 13: 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 at approximately $32 million • Growth of ~95% per annum in net listed asset value per share since 2007 • Access to a pipeline with further projected value of $100
Slide 14: Good News: The Market is Beginning to Spend
Good News: The Market is Beginning to Spend For personal use only Raise to advance or preserve Raising is difficult Raise to create
Slide 15: Demonstrated Outstanding Value Creation
Demonstrated Outstanding Value Creation For personal use only $ DGR relative performance compared against ASX Indicies 60m 600 500 400 wth* ue Rebased Index Grow DGR Asset Valu S&P/ASX Emerging Companies Index 30m 300 S&P/ASX Small Ordinaries S&P/ASX 300 DGR NTA D 200 100 * DGR NTA measures DGR 0 as
Slide 16: The Next World Class Cu-Au Porphyry Discovery
The Next World Class Cu Cu-Au Au Porphyry 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 10% (74.5m shares) • This year –second drill rig, faster cheaper dril
Slide 17: The Next World Class Cu-Au Porphyry Discovery
The Next World Class Cu Cu-Au Au Porphyry Discovery For personal use only • Top 10 historic discovery Hole 5 • Magnetics tracks copper grades • 3km long belt, 1km vertical of high magnetic, copper gold rich zones 17
Slide 18: New Regional Gas Giant
New Regional Gas Giant For personal use only DGR Investment in AJQ 25% ($3.8m) • Key milestones achieved to date - 100% owned and currently cover 130130,000km 000km2 - Discovery of two new active petroleum systems - Significant and numerous gas targets identified - Close and constructive liaison wit
Slide 19: A New African Iron Ore Explorer
A New African Iron Ore Explorer For personal use only • A new hematite iron province • D.S.O potential • High tonnage potential • Completed p $ $9.7m IPO London • Major shareholder Assore Limited • Close to port • Whole province tenure • 100% owned • Mining friendly Gabon reinvests $14Bn in infrastr
Slide 20: DGR News Flow
DGR News Flow, 6 Months For personal use only • DGR Global o Acquire high grade, low risk mine for high returns. o Ultimate dividends • AusTin Mining o Small scale pilot mine to be cash positive o Ore benefication, metal credits, extra resources for upside • Armour Energy o Tawallah Group prospectiv
Slide 21: Disclaimer
Disclaimer For personal use only Forward Looking Statement Whil t based Whilst b d on information i f ti f from sources considered id d reliable, li bl DGR Global Gl b l Limited, Li it d its it directors, di t employees and consultants do not represent, warrant or guarantee, expressly or impliedly,
Slide 22: 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 k hl b h @d l b l kschlobohm@dgrglobal.com.au ASX:DGR | www.dgrglobal.com.au 22