Triton Minerals Limited · ASX:TON
Triton Minerals — RIU Resources Investor Roadshow Sydney/Melbourne 2019
16 slides from Triton Minerals's conference presentation, Sep 18, 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 Long-life Ancuabe Project into Development RIU Resources Investor Roadshow Sydney/Melbourne 17/19 September 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 Production1 Financing Mining concession granted High Margin NPV1 Binding offtakes > 50% Partnership with major SOE, US$298m EPC contract signed Jinan-Hi Tech IRR 37% $8.5m equity investment plus financing support Three World
Slide 5: Jinan Hi-Tech (JHT) 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 building world and infrastructure Options and performance rights 223M
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 for mine development
Mozambique: A great place for mine development A stable mining jurisdiction with a supportive government For personal use only Tanzania • Population of 29 million people, official language Portuguese AFRICA • Cabo Delgado is a proven graphite Malawi and Zambia producing region • Mozambique has a mat
Slide 8: Triton: Prime position in the graphite region
Triton: Prime position in the graphite region Africa’s only producing graphite region For personal use only • Cabo Delgado is a proven graphite producing region: Syrah Resources’ Balama, immediately adjacent to Nicanda Hill, is the world’s largest graphite producing facility GK AMG, immediately
Slide 9: Ancuabe Graphite Project
Ancuabe Graphite Project Mining Concession Granted For personal use only Received final approval for development: 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 is running out
Slide 10: Simple modular design: de-risking commissioning
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 Resource of 1.4Bt at 11.1% TGC makes it the world’s largest graphite- vanadium deposit and a globally significant vanadium deposit “The demand World-class Vanadium deposit for Lithium Ion Resource of 4.2Mt conta
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 large flake supply dominance
Declining China large flake supply dominance • China has been world’s 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 Ch
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
Slide 16: Thank You
Thank You For personal use only Peter Canterbury Managing Director 16
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