Dgr Global Limited · ASX:DGR
Dgr Global — Australia Energy & Minerals Investor Conference 2019
42 slides from Dgr Global's conference presentation, Mar 28, 2019
Slide 1: A Resource Company Creator
For personal use only A RESOURCE COMPANY CREATOR AUSTRALIA ENERGY & MINERALS INVESTOR CONFERENCE March 2019 Increasing affluence and urbanisation drives demand for copper, gas, gold, tin, zinc, and lithium. GO FURTHER – CLIMB THE MOUNTAIN
Slide 2: Cautionary Statement
For personal use only Corporate Presentation Cautionary Statement This presentation has been prepared by DGR Global Limited (“DGR Global” or “The Company”). By accessing this presentation you acknowledge that you have read and understood the following statement. Forward-looking Statements This docum
Slide 3: Not the Greatest Currency
NOT THE GREATEST CURRENCY For personal use only DGR OFFERS A SHARE IN A VARIETY OF GROWING RESOURCE ASSETS.
Slide 4: DGR Generates Substantial Positions in Emerging Resource Companies
For personal use only DGR GENERATES SUBSTANTIAL POSITIONS IN EMERGING RESOURCE COMPANIES Listed Unlisted wholly‐owned subsidiaries LSE AND TSX AIM:LSE ASX ASX ASX
Slide 5: Diverse Theatres, Markets and Commodities
DIVERSE THEATRES, MARKETS AND COMMODITIES For personal use only EXPLORE THE WORLD
Slide 6: A Continual Pipeline from Ideas to Cash
A CONTINUAL PIPELINE FROM IDEAS TO CASH For personal use only MATURITY Reward 5. Development Phase 5 4. Resource definition, secondary raisings Phase 4 Back + endorse Phase 3 3. Exploration programs Phase 2 2. Seed raising, proof of concept, IPO Phase 1 Dream Re‐create 1. Choose commodity, region an
Slide 7: Value Exceeds the Price – Q4 2018
VALUE EXCEEDS THE PRICE – Q4 2018 For personal use only SHARES ON ISSUE 613,181,877 CASH ON HAND $1.6m MARKET CAP $89M
Slide 8: Growing Population, Increasing Demand for Resources
GROWING POPULATION, INCREASE IN For personal use only LIFE EXPECTANCY, ALONGSIDE INCREASING DEMAND FOR RESOURCES
Slide 9: Copper and Tin Supply, Demand and Price
For personal use only Copper supply, Tin supply, demand and price demand and price
Slide 10: Gas, Gold and Lithium Supply, Demand and Price
Gas supply, price and demand For personal use only Gold Price Source: Shell Lithium, supply, demand and price
Slide 11: Plenty of News: Recent Progress
PLENTY OF NEWS: For personal use only RECENT PROGRESS SOLG - SOLG - Scrip SOLG - BHP SOLG - Drilling AJQ - Major IRR - New IRR- Promising ANW - Tin AUBURN -New Alpala based bid for takes 11% continuing at refinancing Gold project lithium drilling production zinc province Prospect Cornerstone in Casc
Slide 12: Plenty of News: Upcoming News Flow
PLENTY OF NEWS: For personal use only UPCOMING NEWS FLOW FINANCIAL STATUS • Strong Balance Sheet • Tribeca Alliance • $1.6m in cash DGR – Launch SOLG –PEA AJQ – Extra IRR – Lithium ANW – Cobalt DHR – Gold • All external debt (other than oil project in publication, resources, results in & nickel proj
Slide 13: Update: Armour Energy
For personal use only UPDATE ARMOUR ENERGY
Slide 14: DGR Loves the Gas Story
DGR LOVES THE GAS STORY For personal use only
Slide 15: Armour Energy: Premier Assets and Proven Operational Execution
ARMOUR ENERGY | Premier Assets and Proven Operational Execution For personal use only Kincora Project Natural gas, LPG, Oil & Condensate production & development North QLD & Northern Territory Conventional & unconventional exploration and future production Victoria Onshore Conventional Possible expl
Slide 16: Armour Energy: Positive Growth Outlook at Kincora
ARMOUR ENERGY | Positive Growth Outlook at Kincora For personal use only • Existing infrastructure DGR’s growth • Gas production plant up to 30 TJs/day (Phase 4 target) view for Armour • Currently up to 12 TJs/day 2019 1 Years 5 Years • Revenues up to $3 Million per month (Target) (Target) • Target
Slide 17: Armour Aiming to Replicate Arrow
For personal use only ARMOUR AIMING TO REPLICATE ARROW‐THE BEST IS YET TO COME For Arrow: For Armour: • Ultimate success took more than 10 years from initial listing to • Still early days corporate takeover by Shell/PetroChina ($3.5 Billion) • Successful drilling of new wells across Armour’s tenemen
Slide 18: Northern Australia Frontier Basins Project Area
NORTHERN AUSTRALIA FRONTIER BASINS PROJECT AREA For personal use only 100% Operated working interest 33 million contiguous acres Targeting gas and liquids Conventional Glyde Gas Field Unconventional Egilabria Gas Field Combined NT/QLD Prospective Gas Resource of 57 TCF (Best Estimate)(1)
Slide 19: SolGold Business Update
For personal use only SOL GOLD BUSINESS UPDATE • Location, logistics, infrastructure, capex + opex advantages • Upgraded JORC Resource Estimate for Alpala (within Cascabel Project) • Preliminary Economic Assessment Pending • Bid documentation for Cornerstone pending • Pan Ecuadorian pipeline • Stron
Slide 20: SolGold's Evolution to an Andean Explorer
SOLGOLD’S EVOLUTION TO AN ANDEAN EXPLORER For personal use only PRODUCTION BASE OF AROUND HALF THE WORLD’S COPPER ECUADOR IS THE UNDEREXPLORED NORTHERN SECTION OF THE ANDEAN COPPER BELT
Slide 21: Ecuador Could Mimic Northern Chile's Copper Endowment
For personal use only ECUADOR COULD MIMIC NORTHERN CHILE’S COPPER ENDOWMENT • Porphyry Deposits of Northern Chile • 25% of global copper production Almost half world’s copper production • Northern Ecuador • Eocene Belt ALPALA • Under-explored • Weakly defined • Late Eocene–Early Oligocene from 43 –
Slide 22: Ecuador's Gift Is Cascabel's Advantage
ECUADOR’S GIFT IS CASCABEL’S ADVANTAGE For personal use only • 3 hour drive from Quito • 180 km from a deep water ports at Esmeraldas, 100 km from San Lorenzo Cascabel has plenty • International Hydro Power network Pacific port of water 30km – 5 per KWH at Esmeraldas ECUADOR • Local workforce ALPALA
Slide 23: Applying the SolGold Discovery Blueprint Across Ecuador
APPLYING THE SOLGOLD DISCOVERY BLUEPRINT ACROSS ECUADOR For personal use only 11 Priority projects Systematic reconnaissance programs Soil sampling, prospect mapping very advanced Extensive mineralisation already identified Geophysics planned Drill ready targets established Drill permits
Slide 24: Update: Armour Uganda
For personal use only UPDATE ARMOUR UGANDA
Slide 25: World Bank Describes Uganda as Latest Hotspot for Oil Exploration
For personal use only WORLD BANK DESCRIBES UGANDA AS THE LATEST HOTSPOT ON THE SCENE FOR OIL EXPLORATION AND PRODUCTION • Armour Uganda – 83% DGR and 17% Armour Energy • 100% owned Kanywataba licence • Mid-case estimated 325 m BBLS • Albertine Graben part of the oily East African Rift • 115 wells dr
Slide 26: Democratic Republic of Congo / Uganda
For personal use only DEMOCRATIC REPUBLIC OF CONGO UGANDA
Slide 27: Prevalent Oil Seeps Indicate Generation and Migration
PREVALENT OIL SEEP INDICATE GENERATION AND MIGRATION For personal use only Kanywataba Block Albertine Graben | East African Rift System Known seeps on the DRC lake margins ‘Paraa oil seep in dichloromethane’ ‘oil impregnated sands and gneisses in the Kabyosi, Warwire and Hohwa river gorges’ -tarry s
Slide 28: Prospects – Kanywataba Block
Prospects 2 & 3 — Kanywataba Block Line - HOG 2010-05 MIG ARR ER DON Rol + Oe = Ml) Oe Seceataent = ; 72a ; & Kanywataba 1 Mad Wed Tarp annciwest Analog Kingfisher Field on Strike w/ Tonya Fault = SE Prospect 2 i Wik aia a ahh eT a ee ee Prospect 3 KINGFISHER-1, -1A, -1B a Lake level | Meta-sediment
Slide 29: Armour Energy Internal Unrisked Prospective Resource Estimate
Armour Energy Internal Unrisked Prospective Resource Estimate Kanywataba —» Block Outline Unrisked Prospective Oil Resource Estimate {MMBLS) G33 Lower Migration Risk (5) Higher Migration Risk Notes: Armour Internal Numbers Dated: September 17, 2018 Cautionary Statement: The estimated quantities of p
Slide 30: Ironridge Resources Update
For personal use only IRONRIDGE RESOURCES UPDATE
Slide 31: Discovering a New Lithium Frontier in West Africa
For personal use only DISCOVERING A NEW LITHIUM FRONTIER IN WEST AFRICA KS1 • Proven big, high-grade Li spodumene pegmatites • Significant globally • Historical gold focus in the Birimian, yet highly prospective for Li too • 1,855km2 portfolio secured in Ghana and Ivory Coast
Slide 32: For personal use only
Slide 31 KS1 Karl Schlobohm, 28/03/2019 For personal use only
Slide 33: Ewoyaa Discovery Drilling Multiple Broad High-Grade Lithium Intersections
For personal use only EWOYAA DISCOVERY DRILLING MULTIPLE BROAD HIGH-GRADE LITHIUM INTERSECTIONS 15m @ 1.01% Li2O from 39m incl. 6m @ 1.29% & 5m @ 1.29%
Slide 34: Chad: New Gold Mineralised Province
For personal use only CHAD: NEW GOLD MINERALISED PROVINCE 900km2 tenure in Saharan Metacraton Potential analogue of Intrusion Related Gold Systems Oil focus; no modern-day exploration Multiple trench intersections at Dorothe assisting to define drill targets.
Slide 35: Ivory Coast: Extensive Tenure; Proven Birimian Terrain
For personal use only IVORY COAST: EXTENSIVE TENURE; PROVEN BIRIMIAN TERRAIN 3,584km2 gold portfolio 1,172km2 lithium portfolio Un/conditional Country underlain by prolific Birimian Greenstone Belts Right to acquire prospective Zaranou license Gold workings at Zaranou license
Slide 36: Zaranou Project Area – Multiple Targets Defined
For personal use only ZARANOU PROJECT AREA – MULTIPLE TARGETS DEFINED Over 30km strike prospective shear zone Coincident large scale artisanal workings; alluvial and ‘hard rock’ Historical results (1930’s) Quartz vein zones Up to 60m thick and >300m in length Mineralised up to 10m either
Slide 37: Dark Horse Resources
For personal use only RESOURCES DARK HORSE
Slide 38: Dark Horse Resources – High Grade Gold Projects
For personal use only Dark Horse Resources – High Grade Gold Projects 1. Las Opeñas Gold (100%) San Juan, Argentina 4 • Region host to numerous multi-million-ounce epithermal gold- silver deposits 1 2. Cachi Gold Project (95%) Santa Cruz, Argentina 3 • Recent exploration shows high potential gold be
Slide 39: Argentina
For personal use only ARGENTINA Safe, secure country, in demand, with good fiscal regime and enormous mineral endowment Progressive government • Pro investment & business • Significant economic and social achievements • Working with the people & communities Mining achievements • Alumbrera, Orocobre,
Slide 40: Update: AusTin Mining
For personal use only UPDATE AusTin MINING
Slide 41: Tin and Cobalt Crucial to New Technology
For personal use only TIN AND COBALT CRUCIAL TO NEW TECHNOLOGY AUS TIN MINING BENEFITS • Excellent fundamentals for tin linked to growth in energy demands • Experienced Board & Management team well invested • Portfolio of Australian projects across production, development and exploration
Slide 42: For personal use only
For personal use only Nick Mather | CEO nmather@dgrglobal.com.au Sarah Schuiringa | Marketing sschuiringa@dgrglobal.com.au Eliza Michael| Public Relations emichael@dgrglobal.com.au Twitter: @DGRGlobal | ASX:DGR | dgrglobal.com.au Competent Persons Statement The information herein that relates to Exp
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