Dgr Global Limited · ASX:DGR
Dgr Global — Shareholder Meeting (November 2015)
26 slides from Dgr Global's shareholder meeting presentation, Nov 26, 2015
Slide 1: A Resource Company Factory – AGM Presentation
For personal use only A Resource Company Factory AGM Presentation Karl Schlobohm – Group Company Secretary
Slide 2: Why Resources?
For personal use only Why Resources? The idea of the future being different from the present is so repugnant to our conventional modes of thought and behaviour that most of us offer great resistance to acting on it in practice. John Maynard Keynes 2
Slide 3: Where is the World Heading??
Where is the World Heading?? For personal use only 3
Slide 4: Global Trends to 2050 – Feeding Demand
Global Trends to 2050 – Feeding Demand For personal use only • Global Population Growth to 9+ Billion – Growth focussed in developing regions • Continued Urbanisation • Longer Life Expectancies and Improving Health Systems • Increasing Consumer Growth in Developing Economies • Agricultural Efficienc
Slide 5: Impacts on Commodities
Impacts on Commodities For personal use only Iron To build Gas, Oil, Coal To power Copper To wire Tin To solder 2 Billion people will Urbanise in 35 years Resources will be demand pulled Fertilisers To feed
Slide 6: Why DGR Global?
For personal use only Why DGR Global? All truth passes through three stages: First, it is ridiculed. Second, it is violently opposed. Third it is accepted as being self evident. Third, evident Arthur Schopenhauer 6
Slide 7: Why Invest in DGR Global?
Why Invest in DGR Global? For personal use only • Current value exceeds current price. Correction due at some point • Long‐term portfolio growth as global resource demand continues • Portfolio diversification: – Multiple Commodities – all the staples of growth – Multiple Countries, Continents, Geolo
Slide 8: Still Maturing Model Misunderstood?
Still-Maturing Still Maturing Model Misunderstood? For personal use only 8
Slide 9: The Repeatable Resource Factory Model
The Repeatable p Resource Factory y Model For personal use only Production & dividends Phase 6 Production and Dividends Phase 6 Phase 5 Development Phase 5 Phase 4 Resource definition definition, secondary raisings Phase 4 Phase 3 Exploration programs Phase 2 Phase 3 Seed raising, proof of concept,
Slide 10: Portfolio Update
For personal use only Portfolio Update Reasonable men adapt themselves to suit their environment. Unreasonable men adapt their environment to suit themselves. Therefore all progress depends on the efforts of unreasonable men. men George Bernard Shaw 10
Slide 11: Experience, Technology and Capital - American Energy Partners
Experience, Technology and Capital - American Energy Partners- to spend US$130m + US$23m Payments for 75% of AJQ McArthur Basin* Basin For personal use only Utica trend Macarthur Basin Marcellus trend outline Armour Energy gy Glyde y Well Aubrey McClendon CEO‐ American Energy Partners * Subject to t
Slide 12: Aus Tin Mining – Poised for Production
Aus Tin Mining – Poised for Production For personal use only Granville Tin Project (currently on care & maintenance) Operating ‐ Resume operations near term and seek approval for expansion Mi Mine Taronga Stage 1 Project Developing ‐ Obtain necessary approvals, funding through Granville cash flow Mi
Slide 13: Navaho Gold – An Evolving Story
Navaho Gold – An Evolving Story For personal use only • To be renamed Dark Horse Resources following AGM approval. • Focus on Argentinean coal projects, Navaho‐ particularly ti l l theth potential t ti l ffor small‐ ll MARAYES COAL PROJECT scale production at Marayes and power generation at Nirihuau
Slide 14: SolGold – Powering on in Ecuador
SolGold – Powering on in Ecuador For personal use only • World class intersections continue at Alpala, within the Cascabel Copper Gold Porphyry Project. • 2 holes – each with over 1km of mineralisation. • 2 drill d ll rigs now operating. • Aiming for maiden resource definition d rin 2016 at Alpala C
Slide 15: Where to From Here?
For personal use only Where to From Here? • Where to From Here? It is management’s job to create value for shareholders, not by focussing on short‐ term changes in the share price, but rather by creating as much economic value as possible over longer p g p periods of time. In short,, companies p nee
Slide 16: Within the Stable….
Within the Stable…. For personal use only • Armour A i t production into d ti on R Roma Sh Shelf lf A Assett A Acquisition. i iti • American Energy farm‐in to Armour Q1 2016. • Aus Tin into production in 2016 – Granville and / or Taronga. • Emergence g of a Dark Horse in Argentina. g • Further world
Slide 17: And More Broadly….
And More Broadly…. For personal use only Raise to advance or preserve Raising is difficult Raise to create
Slide 18: Disclaimer
Disclaimer sc a e For personal use only Forward Looking g Statement Whilst based on information from sources considered reliable, DGR Global Limited, its Directors, employees and consultants do not represent, warrant or guarantee expressly or impliedly, guarantee, impliedly that the information in t
Slide 19: DGR Global Contacts
DGR Global Contacts For personal use only Nick Mather | CEO nmather@dgrglobal.com.au Greg Runge | General Manager grunge@dgrglobal.com.au Karl Schlobohm | Group Company Secretary kschlobohm@dgrglobal.com.au Priy Jayasuriya | Group CFO pjayasuriya@dgrglobal.com.au Pru Maclean | Business Development p
Slide 20: Appendix
For personal use only Appendix Nothing in this world can take the place of persistence. Talent will not; nothing is more common than unsuccessful men with talent. Genius will not; unrewarded genius is almost a proverb. Education will not; the world is full of educated derelicts. Persistence and dete
Slide 21: Factors Feeding Global Demand to 2050
Factors Feeding Global Demand to 2050 For personal use only The United Nations has predicted that by 2050: – The World’s population will be 9 Billion or more; – 86% of the developed world will be urbanised; – 64% of the developing world will be urbanised; – Nearly N l allll global l b l population l
Slide 22: United Nations Population Forecasts to 2050
United Nations Population p Forecasts to 2050 For personal use only 22
Slide 23: United Nations Urbanisation Prospects by 2050
United Nations Urbanisation Prospects p by y 2050 For personal use only 23
Slide 24: Predicted Geographic Urbanisation 2010 - 2030
Predicted Geographic g p Urbanisation 2010 - 2030 For personal use only 24
Slide 25: Shares of Global Middle Class Consumption 2000-2050
Shares of Global Middle Class Consumption p 2000-2050 For personal use only 25
Slide 26: The Co Sec's FAQ
The Co Sec Sec’s s FAQ FAQ’ss For personal use only • Q: Why retain most of the cash from the Orbis sale? • A: The business model is still maturing. There is strength and leverage available for cashed‐up companies in this market. • Q: Why hasn’t DGR earned any interest income on the Orbis cash? • A: