Slide 1: Building a Resource Factory
For personal use only Building a Resource Factory Mining 2012
Slide 2: Disclaimer
Disclaimer For personal use only Forward Looking Statement Whil based Whilst b d on information i f i from f sources considered id d reliable, li bl DGR Global Gl b l Limited, Li i d itsi directors, di employees l and d consultants l d do not represent, warrant or guarantee, expressly or impliedly,
Slide 3: Long term demand outlook still attractive
Long term demand outlook still attractive For personal use only Source: Rio Tinto analysis 2012 Source: Rio Tino analysis 2012 Note: Steel stock refers to the level of cumulative steel consumed within in an economy over a 20 year period.
Slide 4: Overweight Cash to Drive Resource Equities
Overweight Cash to Drive Resource Equities D Demandd iin A Australia t li For personal use only 1 800 1,800 ASX300 Market Cap Cash 1,600 1,400 1,200 1,000 800 600 Jan/05 Jul/05 Jan/06 Jul/06 Jan/07 Jul/07 Jan/08 Jul/08 Jan/09 Jul/09 Jan/10 Jul/10 Jan/11 Jul/1 Source: MPS MPS MAR TIN PLACE SECURITIES
Slide 5: Plan for Growth – more in years
Plan for Growth – 5 more in 10 years For personal use only
Slide 6: Diversified Global Resource Targets
Diversified Global Resource Targets g For personal use only • PROVIDING INVESTORS WITH ACCESS AT THE GROUND FLOOR we generate the h opportunities ii • DIVERSIFIED PORTFOLIO OF RESOURCES gold, silver, copper, nickel, iron ore, titanium, oil & gas • GLOBAL PRESENCE spreading exposure to sovereign risk
Slide 7: Building a Resource Factory
For personal use only BUILDING A RESOURCE FACTORY
Slide 8: The Recipe for Success
The Recipe for Success For personal use only 1. GOOD PEOPLE – Dedicated, invested staff, think laterally – Help them get rich – Economic E i buy b iin by b llocall communities iti 2. BIG PROJECTS – Provincial tenement coverage of national relevance – Strong commodity market gas/ gold/ iron/copper –
Slide 9: At DGR Global We Incentivise Our People
At DGR Global W Incentivise We I ti i Our O People P l For personal use only • DGR Global backs new resource opportunity creators with equity • Global exploration mandate TARGETING BULKS – iron, potash, phosphate, bauxite – new provinces • Implementing DGR global expansion strategy
Slide 10: A Unique Resource Strategy
A Unique Resource Strategy For personal use only • We are not just a container for assets. We are a factory – we create assets. • Maintain the emphasis on business generation – do it regularly – improve new project generation capability. • Increase the pproject j size steadilyy – raise the bar. • Mo
Slide 11: We Create Assets
For personal use only WE CREATE ASSETS
Slide 12: Armour Energy: New Regional Gas Giant
Armour Energy N New R Regional i lGGas Gi Giantt For personal use only • Accomplished Board & Management Armour Energy permit size relative to • 100% ownership of one of the largest shale gas basins in Texas shale gas acreage positions in Australia – as extensive as the Barnett Shale in Texas • Tota
Slide 13: Accomplished Management
Accomplished Management For personal use only ARMOUR ENERGY CEO, PHIL MCNAMARA • Mining Engineer with 28 years experience. • Successfully raised $14m in Armour Energy. • Former Managing Director of Waratah Coal Galilee Basin Coal Project: – 1.1Bt reserve, $8.5b mine, rail and port project – Establis
Slide 14: Extremely active debut
Extremely active debut For personal use only 4 wells, 3 months, 3 discoveries
Slide 15: Orbis Gold: Provincial Gold Strategy in Burkina Faso
Orbis Gold P i i lG Provincial Gold ld St Strategy t iin B Burkina ki F Faso For personal use only holds 27% of
Slide 16: Orbis Gold: Provincial Gold Strategy in Burkina Faso
Orbis Gold P i i lG Provincial Gold ld St Strategy t iin B Burkina ki F Faso For personal use only holds 27% of
Slide 17: SolGold: World Class Copper Gold Targets
SolGold W ld Cl World Class C Copper G Gold ld T Targets t For personal use only holds 10.9% of
Slide 18: SolGold: Outstanding Gold Copper Project in Ecuador
SolGold O t t di Gold Outstanding G ld Copper C P Project j t iin E Ecuador d For personal use only
Slide 19: Navgas: Sometimes It's Under Your Nose
Navgas S Sometimes ti It’ It’s Under U d Y Your N Nose For personal use only • Navgas – subsidiary of Navaho Gold. • Secured 5 tenements in highly sought after region of South Australia. • Confirmation of hydrocarbons • Gas flow in previous well. • Bitumen rims to sand grains. • Large acreage positi
Slide 20: For personal use only
| [_] NAVGAS Tenements We Power station —~—~ Major Power Lines Gas Pipe Line sees 011 Pipe Line D Hole with Woocaile Dolomite H @ Hole with Carbonaceous Rocks @ Hole with Black Shale Larger Salt Lakes Mesozoic & Younger Rocks. 1) Post-umberatana Group Rocks TP) Umberatana Group Rocks BEE Prep-Umbera
Slide 21: IronRidge Resources: Developing Large Scale, Bulk Commodity Projects
IronRidge Resources Developing Large Scale Scale, Bulk Commodity Projects For personal use only holds 56.5% of
Slide 22: IronRidge Resources: New Nickel Sulphide Targets
IronRidge Resources N New Ni Nickel k lS Sulphide l hid T Targets t For personal use only
Slide 23: AusNiCo: Nickel and Tin
AusNiCo Ni k l and Nickel d Ti Tin For personal use only • Proposed p Taronga g tin acquisition. q • World’s 14th largest tin project with 67 67,000t 000t contained tin. tin • Upside from: – High grade at depth – Beneficiation – Improved recoveries – Additional discoveries – Copper silver credits •
Slide 24: For the Sceptics
For personal use only FOR THE SCEPTICS
Slide 25: They Said it Couldn't be Done
They Said it Couldn’t Couldn t be Done For personal use only • In 2000 the sceptics said “Coal Seam Gas will not be viable in Queensland”. – Arrow Energy was taken over by Shell for $3.5 billion cash and foreign assets returned as Dart Energy. • In 1999 the sceptics said “you you could not find, fin
Slide 26: Contacts
Contacts For personal use only Nick Mather | CEO nmather@dgrglobal.com.au Greg Runge | General Manager grunge@dgrglobal.com.au Carlie Rogers | Business Development crogers@dgrglobal com au crogers@dgrglobal.com.au ASX:DGR | www.dgrglobal.com.au
Slide 27: Thank You
For personal use only Thank You