Triton Minerals Limited · ASX:TON
Triton Minerals — Investor Presentation (June 2017)
19 slides from Triton Minerals's investor presentation, Jun 22, 2017
Slide 1: World Class Graphite Projects Positioned for Development
For personal use only World Class Graphite Projects Positioned for Development Corporate Presentation June 2017
Slide 2: Disclaimer and Competent Persons Statements
Disclaimer and Competent Persons Statements 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 and background information about the Company’s activities current as at the date
Slide 3: Disclaimer and Competent Persons Statements
Disclaimer and Competent Persons Statements The Scoping Study referred to in this presentation has been undertaken to determine the potential viability of an open pit mine and graphite processing plant, constructed adjacent to the Ancuabe T12 and T16 deposits, and to reach a decision to proceed with
Slide 4: Introduction
Introduction Portfolio of the some of the world’s largest and highest quality graphite projects For personal use only Ideally positioned to capture significant market share of a rapidly growing market as the graphite market undergoes fundamental structural changes Clear, defined strategy to de
Slide 5: World Class Portfolio of Graphite Assets
World Class Portfolio of Graphite Assets Ancuabe Projects For personal use only • Premium quality graphite due to large flake size and very high purity and expandability - confirmed by internationally recognised independent experts 110 kV • Ideally suited for the expandable graphite market – Triton’
Slide 6: Graphite Market Undergoing Major Transformation
Graphite Market Undergoing Major Transformation Demand: Environmental legislation and structural change in the expandable graphite, Electronic Vehicle (EV) and battery markets For personal use only Supply: Supply is expected to come under pressure due to changing environmental regulations and declin
Slide 7: Chinese Market Dominance Declining
Chinese Market Dominance Declining Driven by Environmental Policy & Legislation For personal use only • Environmental management is a key pillar of Chinese Government policy • Not only focused on growing car and bus EV capability but also cleaning up major polluting industries • Chinese graphite ind
Slide 8: What is Expandable Graphite?
What is Expandable Graphite? CONVERSION PROCESS TRITON’S EXPANDED For personal use only Graphite is expanded by immersing the natural flake graphite concentrate GRAPHITE (usually at a grade of 95% to 99% Total Graphitic Carbon (TGC)), in a bath of acid and oxidising agents, which forces apart the cr
Slide 9: What will drive Expandable Graphite Demand?
What will drive Expandable Graphite Demand? FLAME RETARDANT BUILDING MATERIALS (FRBM) For personal use only • Fire safety a growing global issue in commercial and residential construction • China has recently mandated FRBM in all new buildings and will ban traditional brominate flame retardants in 2
Slide 10: Expandable Graphite in Flame Retardant Building Materials
Expandable Graphite in Flame Retardant Building Materials ADVANTAGES Uses for Graphite Polystyrene (Source BASF website) For personal use only Can be expanded by low heat (150 to 300oC) Safe and chemically inert Halogen free Heavy metal free Reflects radiant heat energy and reduces thermal
Slide 11: Graphite Demand – Battery Market
Graphite Demand – Battery Market • Graphite demand from LiBs driven by growth in EV’s forecast to increase from 140ktpa in 2015 to more than 1,000ktpa in 2025 (CAGR of For personal use only 23%1 ) • China’s 5 year plan alone calls for 5 million electric vehicles by 2020 • Amperex Technology and Tesl
Slide 12: Market Premiums For Expandable Graphite
Market Premiums For Expandable Graphite Flake Size (Microns) For personal use only Jumbo Currently largest graphite market, Expandable* limited growth, high quality (Large to Jumbo) refractory market still attractive Large • Triton’s primary strategic focus to leverage Ancuabe product quality Refact
Slide 13: Triton's initial focus: Expandable Graphite Market
Triton’s initial focus: Expandable Graphite Market PRODUCT QUALITY For personal use only • Ancuabe graphite has an optimal mix of large and jumbo flake and high TGC concentrate • Ancuabe product is higher purity and expandable at levels significantly above Chinese domestic production MARKET OPPORTUN
Slide 14: Ancuabe Project – Snapshot
Ancuabe Project – Snapshot Premium Flake for Expandable Graphite Market • Located in Cabo Delgado providence of Mozambique, a proven graphite region For personal use only • Adjacent to AMG’s Ancuabe graphite mine Infrastructure • Close to sealed road, medium voltage power (110kV) and 80km by road to
Slide 15: Ancuabe Development Progress
Ancuabe Development Progress Updated Mineral Resource Estimate – Maiden T16 and Indicated Resource For personal use only Completed Scoping Study shows the Ancuabe Graphite Project is technically and financially viable Final phase of technical investigations in progress to support the DFS DFS
Slide 16: Feasibility Study Rapidly Advancing
Feasibility Study Rapidly Advancing All consultants commenced and initial site visit complete; For personal use only Engineering – Lycopodium Geology/MRE/Mining – CSA Global Water Tailings & Geotech - Knight Piésold Environmental Health & Safety Impact Assessment – CES South Africa Drill
Slide 17: Nicanda West – Snapshot
Nicanda West – Snapshot Premium Flake for Expandable Graphite Market • 3 hours via a sealed ~200km road from Pemba to regional centre Montepuez, 30km unsealed access road Infrastructure For personal use only • Access to similar water sources to Nicanda Hill projects which is located 1.4km to the Sou
Slide 18: Nicanda Hill – Snapshot
Nicanda Hill – Snapshot World’s Largest Graphite Resource For The EV Market Infrastructure • 3 hours via a sealed ~200km road from Pemba to regional centre Montepuez, 30km unsealed access road For personal use only • Studies show access to onsite process water from aquifer and stormwater capture sou
Slide 19: Accelerated project development
Accelerated project development Aiming for first production in 2019 Timeline Milestone For personal use only Triton recapitalised & appointment of Peter Canterbury as Managing Director Q4 2016 Drilling commenced on T16 prospect Triton relisted on the Australian Securities Exchange, Board focus