Triton Minerals Limited · ASX:TON
Triton Minerals — Investor Presentation (February 2016)
27 slides from Triton Minerals's investor presentation, Feb 3, 2016
Slide 1: An Industrial Minerals Company – Corporate Presentation
For personal use only An Industrial Minerals Company Corporate Presentation (ASX:TON)
Slide 2: Disclaimer & Competent Person's Statement
Disclaimer & Competent Person’s Statement Competent Person’s Statement For personal use only The information in this report that relates to the Mineral Resource estimate at Nicanda Hill is based on, and fairly represents, information which has been compiled by Mr James Ridley. Mr Ridley is a Princip
Slide 3: Triton's Vision 2020
Triton’s Vision 2020 For personal use only Our Business Our Organisation Our People Triton is well positioned with Triton will support our Our team is highly motivated world class assets global community to and experienced in the achieve advanced industrial delivery of minerals to global and green e
Slide 4: Company Highlights
Company Highlights For personal use only Triton has the World’s Largest High Grade Graphite Flake Deposit at Balama North in Mozambique. New highly credential and experienced Board and Management team to take the Company forward. Rapid development of Balama North and Ancuabe flagship projects.
Slide 5: Corporate Snapshot
Corporate Snapshot For personal use only Triton is an Australian domiciled company and is listed on the Australian Stock Exchange – (ASX:TON). Projects are located in the investor friendly African country of Mozambique. Vending into 8 significantly sized licenses in Northern Mozambique near th
Slide 6: Corporate Snapshot
Corporate Snapshot For personal use only Share Price 28 January 2016: A$0.09 Board – Successful record in developing mines Shares on Issue (ASX:TON): 421m Non Executive Chairman Christopher Catlow (Resource Finance Executive) Options and performance rights: 66m Managing Director and CEO Garth Higgo
Slide 7: ASX Graphite Peers - Triton Has Significant World Class Assets
ASX Graphite Peers - Triton Has Significant World Class Assets For personal use only ASX Listed Graphite Companies – Mineral Resources 160.4 160.0 18.0 15.8% 16.0 140.0 131.0 14.0 120.0 11.4% 11.1% 12.0 Contained Tonnes (Mt) 11.0% 100.0 Grade (TGC%) 9.1% 9.0% 10.0 80.0 8.2% 7.1% 8.0 60.0 6.0% 5.4% 6
Slide 8: Key Differentiators – Why are we Different
Key Differentiators – Why are we Different For personal use only Management Track Record Management teams achievements - delivery skills in Africa World-Class Projects - jumbo flake graphite World Class Assets Low operating costs - bottom end of cost curve Strategic Partners Key Strategic Partners i
Slide 9: Our Strategic Partners – AMG Graphit Kropfmühl
Our Strategic Partners – AMG Graphit Kropfmühl For personal use only GK is a majority owned, publicly listed subsidiary of AMG. Based on its secure raw material sources in Africa, Asia and Europe, GK is a specialist in the extraction, processing and refining of natural crystalline graphite for a w
Slide 10: What is Graphite?
What is Graphite? For personal use only Graphite is a soft, crystalline form of elemental carbon. Graphite is a grey to black, opaque mineral with a metallic lustre. Graphite occurs naturally in metamorphic rocks such as marble, schist, gneiss and phyllite. It is usually found as veins, lenses,
Slide 11: Expandable Graphite
Expandable Graphite For personal use only If the graphite possesses the required physical properties, the graphite is normally expanded by immersing the natural flake graphite concentrate, usually at a grade of 95% to 99% Total Graphitic Carbon (TGC), in a bath of chromic acid, then concentrated s
Slide 12: Demand for Graphite from Lithium Ion Batteries (LIB)
Demand for Graphite from Lithium Ion Batteries (LIB) For personal use only Graphite is one of the primary components of LIB and there is substantially more graphite than lithium in the battery. Demand for LIB is growing rapidly, due to LIB being more powerful, smaller and lighter than traditiona
Slide 13: Graphite to Deliver into Global Technology Growth
Graphite to Deliver into Global Technology Growth For personal use only Graphite innovation driven by new technological applications. Strong growth forecast in graphite products in industrial and domestic uses (expandable, battery, and graphene). Supply challenges as demand for environmentally
Slide 14: Battery Storage - Electric Vehicles
Battery Storage - Electric Vehicles For personal use only Tesla Motors recently announced plans to build a "gigafactory" for the production of 35 GWh of battery capacity. This capacity will be enough to service the needs of 500,000 Tesla electric vehicles per year by the end of this decade. Te
Slide 15: Our Mozambique Graphite Projects
Our Mozambique Graphite Projects For personal use only Balama North • Balama North is a globally significant BENIN resource -1.44Bt at 11.1%TGC • Progressing expanded DFS to incorporate Nicanda West jumbo flake MOZAMBIQUE deposit - due for completion in mid-2016 • 20 year offtake agreement with a Ch
Slide 16: Mozambique Graphite Projects – Integrated Operations
Mozambique Graphite Projects – Integrated Operations For personal use only 16
Slide 17: Balama North - Overview
Balama North - Overview For personal use only Balama North is located 230km by road west of the port of Pemba, in northern Mozambique. DFS, which is due for completion in mid-2016, is focussed on scalable and staged production ranging from initial 50,000tpa to 200,000tpa at full steady- state op
Slide 18: Balama North Project – DFS Progress
Balama North Project – DFS Progress For personal use only Expanded DFS to incorporate Nicanda West jumbo flake deposit Engineering/Design (ongoing) – Flotation test work (SGS) – Flowsheet – Design – Enquiry documents (OPEX/CAPEX) Hydrology/Geotechnical/Tailings (ongoing) – Tailings Storage Fac
Slide 19: Ancuabe Project - Overview
Ancuabe Project - Overview For personal use only Ancuabe project is located approximately 90km by road west of Pemba, in northern Mozambique. Licences surround the historic Ancuabe graphite mine, which is currently held by GK. – Triton has a formal strategic alliance with GK to explore, identify
Slide 20: Ancuabe Project – Metallurgical Properties
Ancuabe Project – Metallurgical Properties For personal use only Mineralisation dominated by super jumbo flake graphite (>500µm) 43% of the graphite flakes recovered greater than >500µm 73% of the graphite flakes recovered greater than >300µm 90% of the graphite flakes recovered greater than
Slide 21: Project Status
Project Status For personal use only Project Deposit Reconnaissance Exploration Resource Scoping Study DFS Balama North (Nicanda Hill) Mid 2016 Balama North (Nicanda West) Ancuabe (T12) Q1 2016 Balama South 21
Slide 22: Infrastructure Considerations – A Key Consideration
Infrastructure Considerations – A Key Consideration For personal use only Cabo Delgado Province, Mozambique Bitumen road to Balama North mine gate. Ancuabe project located only 90km by road from an operating deep water container port. 110kV power line adjacent to Ancuabe – Hydroelectricity del
Slide 23: Community Social Investment
Community Social Investment For personal use only Triton is committed to supporting its local communities in and around its project areas in Mozambique: Installation of clean Water Bores. Assistance with medical and school facilities. Approximately 150 local villagers employed. Utilises loca
Slide 24: Key Investment Thesis – Why Invest in Triton
Key Investment Thesis – Why Invest in Triton For personal use only • New Vision 2020 for growth into downstream industrial applications and energy storage markets CORPORATE • Clear strategy to achieve increased shareholder value – TON currently undervalued • New highly experienced Board and Manageme
Slide 25: Appendix
For personal use only APPENDIX
Slide 26: Balama North – Resource Statement
Balama North – Resource Statement For personal use only Contained Classification Tonnes Grade Contained Graphite Grade V2O5 (Mt) (TGC%) (Mt) (V2O5%) (Mt) Measured 33 12.34 4.06 0.34 0.11 Indicated 375 11.08 41.51 0.29 1.10 Inferred 1,036 11.08 114.75 0.29 3.01 Total 1,443 11.11 160.32 0.29 4.22 Tabl
Slide 27: Thank You
For personal use only Thank You Triton Minerals Ltd Garth Higgo Managing Director & Chief Executive Officer 27
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