Slide 1: A Resource Company Factory
For personal use only A Resource Company Factory Noosa Mining - July 2014
Slide 2: The Resource Factory Model
The Resource Factory Model For personal use only Pay dividends and 5. Development / Corporate takeover Ph Phase 5 4. Resource definition, secondary y raisings g Phase 4 3. Exploration programs Phase 3 2. Seed raising, proof of concept, IPO Phase 2 1. Choose commodity, DGR ZAMBIA region and country P
Slide 3: Global Resources Landscape - A New Dawn
Global Resources Landscape p - A New Dawn For personal use only • Urbanisation of 4bn people p p will drive steady y global growth • Capital delivery out of sync with community demand • Price variability has a 5 to 7 year cycle • Get set now • Emerging nations • Using paradigm shifts in technology •
Slide 4: The Blueprint – A Repeatable Process
The Blueprint – A Repeatable Process For personal use only WE DO IT BY Creating assets with geoscience • We don’t buy them Provincial Scale ground positions • Focuses capital, excludes competition, dominates infrastructure and political agendas • Mostly 100% owned Maturity from Idea – Cash app
Slide 5: Tenure Technology & Tenacity: Critical Ingredients
Tenure Technology & Tenacity: 3 Critical Ingredients Tenure, For personal use only TENURE: TECHNOLOGY: OWN IT ALL GEOPHYSICS will be the Focus capital, exclude competition. most important tool in Armour’s Gas Tenures cover an mega discoveries. area bigger than Texas SolGold’s magnetic model defines
Slide 6: It's way better value to be an explorer
It’ss way better value to be an explorer It For personal use only 6
Slide 7: The Outputs – Minimal Cost, Maximum Return
The Outputs – Minimal Cost, Maximum Return For personal use only • All assets created in-house • A diversified portfolio currently valued in excess of $60 million • Growth of ~95% per annum in net listed asset value per share since 2007 • Access to a pipeline with further projected value of $100 mil
Slide 8: Good News: The Market is Beginning to Spend
Good News: The Market is Beginning g g to Spend p For personal use only 8
Slide 9: Demonstrated Outstanding Value Creation
Demonstrated Outstanding Value Creation For personal use only DGR relative performance compared against ASX Indicies 600 $ 60m 500 IronRidge Effect @ 25p 400 ebased Index Growth* ue DGR Asset Valu S&P/ASX Emerging Companies Index 30m 300 S&P/ASX Small Ordinaries S&P/ASX 300 D Re DGR NTA 200 100 0 0
Slide 10: An Aligned Team Focused on Creating Value
An Aligned g Team Focused on Creating g Value For personal use only IDEA GENERATORS PROJECT DEVELOPERS P j Projects generated d within i hi DGR: DGR • Shale oil and gas assets in Northern Australia (Armour Energy) • Gabonese iron assets (IronRidge Resources) • Rannes gold and silver districts in • E
Slide 11: Access to a Diverse and Talented Team
Access to a Diverse and Talented Team For personal use only Corporate Idea Generators Project Developers Commercial Developers p Alan Martin Luke Titus John Bovard Chris Ohlrich SolGold CEO Geology SolGold Non Oil and Gas Capital Markets Generation Executive Chief Petroleum Director Commercial Armou
Slide 12: A Highly Diversified Portfolio
A Highly Diversified Portfolio 78% Focused on emerging Nations/Regions/Economies For personal use only North America 1% Africa 63% Australia 21% South America 15% Iron Ore 44% (Based on 25p IPO) Oil and Gas 21% Gold 19% Copper 15% Tin 1% 0% 10% 20% 30% 40% 50% 12 Interests by market cap of holding
Slide 13: Invested Board and Management
Invested Board and Management For personal use only Shares Shareholder Number of Percentage Number of Percentage % fully Heavily Invested Board & Management ownership Shares of Shares Options of Options diluted Top 20 Top 20 (excluding shareholders Directors & 122,166,592 30% - -% 27.4% Management)
Slide 14: High Grade West African Gold
High Grade West African Gold For personal use only DGR Investment in OBS 16% $12.1m • Key milestones achieved to date $14,000,000 - Discovery of 3 high grade gold projects $12,000,000 $10,000,000 - Existing JORC resource, and growing $8,000,000 - Scoping study published Oct 2013 $6,000,000 $4,000,00
Slide 15: The Next World Class Cu-Au Porphyry Discovery
The Next World Class Cu Cu-Au Au Porphyry Discovery For personal use only • Cascabel porphyry copper gold project (85% ownership via ENSA) • Port, power, water, labour all accessible • Ecuador cuado in tthe e Andean dea Coppe Copper Belt et • DGR holds 9% (54.5m shares) • This year – 4 additional ho
Slide 16: The Next World Class Cu-Au Porphyry Discovery
The Next World Class Cu Cu-Au Au Porphyry Discovery For personal use only • Top 10 discovery hole in 2014 (Hole 5) at Cascabel Project, Ecuador • Large-scale project emerging • Magnetics tracks copper grades • 3km long belt, 1km vertical of high magnetic zones • 14km Quantec IP survey will diagnose
Slide 17: New Regional Gas Giant
New Regional Gas Giant For personal use only DGR Investment in AJQ 25% ($11.6m) • Key milestones achieved to date - 100% owned and currently cover 130 000 km2 130,000 - Discovery of two new active petroleum systems - In excess of 60tcf of gas targets identified - Close and constructive liaison with
Slide 18: A New African Iron Ore Explorer
A New African Iron Ore Explorer For personal use only • A new hematite iron province • D.S.O potential up to 67% Fe • Cornerstone endorsement for £25m IPO • Firm: South African iron ore miner ASSMANG & global resource trader Sumitomo • Close to port • Whole province tenure • 100% owned • Mining frie
Slide 19: Disclaimer
Disclaimer For personal use only Forward Looking Statement Whil t based Whilst b d on information i f ti f from sources considered id d reliable, li bl DGR Global Gl b l Limited, Li it d its it directors, di t employees and consultants do not represent, warrant or guarantee, expressly or impliedly,
Slide 20: DGR News Flow, Months
DGR News Flow, 6 Months For personal use only • Orbis Gold • DGR Global – Key elements of Natougou Definitive Study – Gold resource targets & monetization – Exploration results – Capital debt funding • SolGold • Armour Energy – Hole 7 completion p 1500+ metres – Resource definition and growth – 4 ho
Slide 21: DGR Global Contacts
DGR Global Contacts For personal use only Nick Mather | CEO nmather@dgrglobal.com.au Priy Jayasuriya | Chief Financial Officer pjayasuriya@dgrglobal.com.au Karl Schlobohm| Company Secretary k hl b h @d l b l kschlobohm@dgrglobal.com.au ASX:DGR | www.dgrglobal.com.au 21