Triton Minerals Limited · ASX:TON
Triton Minerals — Shareholder Meeting (May 2019)
14 slides from Triton Minerals's shareholder meeting presentation, May 23, 2019
Slide 1: Developing world class projects for the graphite revolution
For personal use only Developing world class projects for the graphite revolution Moving the World Class Ancuabe Project into Development Annual General Meeting 23 May 2019 1
Slide 2: Disclaimer and competent persons statement
Disclaimer and competent persons statement 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 For personal use only and background information about the Company’s activities cu
Slide 3: Disclaimer and competent persons statement
Disclaimer and competent persons statement Unless otherwise stated, all dollar values are in Australian dollars (A$). The information in this presentation remains subject to change without notice. For personal use only This presentation is not an offer of securities for sale in the United States. An
Slide 4: Triton Highlights
Triton Highlights For personal use only Near Term Development Production Three world MINING CONCESSION Ancuabe Q4 2020 GRANTED class assets Binding offtakes > 50% Suited to growth High Margin NPV 1 US$298m markets EPC contract signed IRR 37% Long Life Mozambique Assets Stable and Ancuabe 30+ years p
Slide 5: Corporate Snapshot
Corporate Snapshot Share Price Performance and Daily Volumes Top 20 Shareholders For personal use only Shares % $m Held Three world 1. SHANDONG TIANYE MINING CO LTD 178.49 19.3% class assets 2 3 CITICORP NOMINEES PTY LTD HSBC CUSTODY NOMINEES (AUSTRALIA) LIMITED 109.91 52.15 11.9% 5.6% 4 NERO RESOUR
Slide 6: Graphite Reserves and Resources
1 Graphite Reserves and Resources Ancuabe Ore Reserve Estimate1 For personal use only Reserve Category Tonnes (m) Grade (TGC%) Contained Graphite (million tonnes) Probable Ore Reserve 24.9 6.2% 1.54 Three Ancuabe Indicated worldResource Estimate1 + Inferred Classification class assets Tonnes (m) Gra
Slide 7: Mozambique: a great place to be developing
Mozambique: a great place to be developing A stable mining jurisdiction with a supportive government For personal use only Tanzania • Population 29 million, official language Portuguese AFRICA • Cabo Delgado is a proven graphite Malawi and Zambia producing region • Mozambique has a mature mining ind
Slide 8: Triton is at the heart of the graphite region
Triton is at the heart of the graphite region For personal use only The only producing graphite region in Africa • Cabo Delgado is a proven graphite producing region Syrah Resources, immediately adjacent to Nicanda Hill, the world’s largest graphite producing facility GK AMG located immediately
Slide 9: Ancuabe Graphite Project
Ancuabe Graphite Project Mining Concession Granted For personal use only The final approval required to progress development and a critical milestone to secure financing High quality product High purity large flake graphite ideally suited to the EV, electric storage AND expandable market. China
Slide 10: A simple modular design: de-risking commissioning
A simple modular design: de-risking commissioning For personal use only T16 Mine Waste Dump PV ROM Process plant Mine Services Area Fuel Storage 10 10
Slide 11: Right commodity, right assets, right location
Right commodity, right assets, right location For personal use only 1. Graphite is a critical commodity for the future Key component of the Lithium Ion Battery (LiB) A key ingredient of the flame retardant revolution 2. World class assets with strong returns Near term production at the flagshi
Slide 12: Declining China supply dominance of large flake
Declining China supply dominance of large flake • China has been the major source of global graphite supply For personal use only • Chinese production of large flake graphite threatened by lower grades, higher costs, diminishing flake size and environmental concerns • Mozambique is supportive of Chi
Slide 13: Structural shortage looming: Demand and Supply
Structural shortage looming: Demand and Supply For personal use only New markets for EV and FRBM driving forecast demand above existing and new sources of supply Planned capacity and projects in development will not be sufficient to meet forecast demand Source: Benchmark Minerals Intelligence 13 13
Slide 14: Value Proposition
Value Proposition For personal use only World class assets High quality graphite from a proven graphite region with excellent infrastructure and stable mining jurisdiction Near term production and robust economics Ancuabe DFS1 delivers highly attractive project. Nicanda Hill provides JV “Triton