Triton Minerals Limited · ASX:TON
Triton Minerals — Investor Presentation (July 2017)
22 slides from Triton Minerals's investor presentation, Jul 24, 2017
Slide 1: Developing World Class Mozambique Graphite Projects
For personal use only Developing World Class Mozambique Graphite Projects Quality Products - Established Graphite Province - Excellent Logistics July 2017
Slide 2: Corporate Summary (ASX: TON)
Corporate Summary (ASX: TON) Corporate Overview Share Price Performance and Daily Volume For personal use only Shares on Issue 657.8M Share Price (21 July 2017) $0.048 Market Capitalisation $31.6M Unlisted Options* 59.5M * 5M at $0.70 expiry August 17; 4.5M at $0.27 expiry January 2018; 50M at $0.10
Slide 3: Undervalued Relative to Peer Group
Undervalued Relative to Peer Group Contained Graphite Independent research supports undervalued proposition For personal use only (Mt) with Edison placing valuation of 22 cents per share Triton is trading at the lowest Enterprise Value /Contained Graphite multiple despite: Project portfolio idea
Slide 4: Committed Board and Management team
Committed Board and Management team Board of Directors For personal use only Xingmin (Max) Ji Chairman of Minjar Gold and CEO for the Shandong Tianye Australia Group and led the investment in Triton. Over 20 years of experience in the Non Executive Chairman finance and investment fields. Mr Ji has b
Slide 5: Portfolio Snapshot
Portfolio Snapshot 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
Slide 6: Products Ideally Suited to Growth Markets
Products Ideally Suited to Growth Markets For personal use only ‘Sweet Spot’ for the Mozambique (Mz) Tanzania (Tz) expandable market: high purity and high proportion of Jumbo (>300 Microns) flake size Lower flake sizes suitable for the battery markets but TGC% remains a critical factor Margin not
Slide 7: 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 8: 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 9: 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 10: Ancuabe DFS – Moving Quickly for Completion in 2017
Ancuabe DFS – Moving Quickly for Completion in 2017 Mine Geotech and site Sterilisation Drilling completed For personal use only Final Phase of drilling for Reserve and remaining site Geotech will be completed in July 2017 Engineering Options Studies Completed including power, plant capacity a
Slide 11: 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 12: 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
Slide 13: 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 14: 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 15: Market Appendices
For personal use only Market Appendices
Slide 16: 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 17: 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 18: 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 19: 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 20: 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 21: 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 22: 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