Triton Minerals Limited · ASX:TON
Triton Minerals — Investor Presentation (July 2019)
15 slides from Triton Minerals's investor presentation, Jul 1, 2019
Slide 1: Developing world class projects for the graphite revolution
For personal use only Developing world class projects for the graphite revolution Moving the World Class Ancuabe Project into Development 1 July 2019 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: Triton Highlights
Triton Highlights For personal use only Near Term Development Clear Path to Production Financing Mining concession granted Ancuabe Q4 2020 Binding offtakes > 50% Partnership with major SOE, EPC contract signed Jinan-Hi Tech High Margin NPV US$298m $8.5m equity investment plus IRR 37% financing suppo
Slide 5: Jinan Hi-Tech Strategic Partnership and Funding
Jinan Hi-Tech (JHT) Strategic Partnership and Funding Deal Summary1 Corporate Structure (After Jinan Investment) For personal use only • JHT is a Shandong provincial state owned enterprise Shares on issue 1,134M Three involved in the building andworld infrastructure sectors Options and performance r
Slide 6: 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% 1.54 Three Ancuabe Indicated worldResource Estimate1 + Inferred Classification class assets Tonnes (m) Gra
Slide 7: Mozambique: a great place to be developing
Mozambique: a great place to be developing A stable mining jurisdiction with a supportive government For personal use only Tanzania • Population 29 million, official language Portuguese AFRICA • Cabo Delgado is a proven graphite Malawi and Zambia producing region • Mozambique has a mature mining ind
Slide 8: Triton is at the heart of the graphite region
Triton is at the heart of the graphite region The only producing graphite region in Africa For personal use only • Cabo Delgado is a proven graphite producing region Syrah Resources, immediately adjacent to Nicanda Hill, the world’s largest graphite producing facility GK AMG located immediately
Slide 9: Ancuabe Graphite Project
Ancuabe Graphite Project Mining Concession Granted For personal use only The final approval required to progress development and a critical milestone to secure financing High quality product High purity large flake graphite ideally suited to the EV, electric storage AND expandable market. China
Slide 10: 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 10 10
Slide 11: 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 12: 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 with strong returns Near term production at the flagshi
Slide 13: Declining China supply dominance of large flake
Declining China supply dominance of large flake • China has been the major source of global graphite supply For personal use only • Chinese production of large flake graphite threatened by lower grades, higher costs, diminishing flake size and environmental concerns • Mozambique is supportive of Chi
Slide 14: Structural shortage looming: Demand and Supply
Structural shortage looming: Demand and Supply 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 14 14
Slide 15: Value Proposition
Value Proposition World class assets For personal use only High quality graphite from a proven graphite region with excellent infrastructure and stable mining jurisdiction Near term production and robust economics Ancuabe DFS1 delivers highly attractive project. Nicanda Hill provides JV “Triton