Triton Minerals Limited · ASX:TON
Triton Minerals — Proactive Investors Forum 2010
28 slides from Triton Minerals's conference presentation, Jul 27, 2010
Slide 1: Proactive Investors Forum
ASX: TON For personal use only Proactive Investors Forum 27 July 2010 Lance Govey – Managing Director 1
Slide 2: Forward-looking statements and Competent Persons Statement
This document contains forward-looking statements. These statements relate to future events or our future financial performance. Their accuracy is dependent on known and unknown risks, uncertainties For personal use only and other factors that may cause our or our industry’s actual results, levels o
Slide 3: For personal use only
For personal use only • Active new company – 2009 ASX debut • Experienced, successful team • Value creation – Windarra Gold Tailings expected to create early cash flow • Excellent discovery potential • Focused exploration strategy 3
Slide 4: For personal use only
For personal use only Chairman: John Loney (19 yrs VP Risk Management & CFO Placer Dome Asia Pacific) Managing Director: Lance Govey (14 yrs Normandy, Red 5) - gold discoveries at Granny Smith, Minjar, Siana, Mapawa Non Exec Director: Greg Hall (18 yrs Chief Geologist –World, Placer Dome) – discover
Slide 5: For personal use only
For personal use only ASX listing August 2009 approx 82.9M shares on issue approx 54.7M tradeable 790 shareholders 33.9M options 16.7M tradeable 3.0 cents* $7.6M market capitalisation 9.2 cents* $1.7M cash at bank (30th June) *At July 23rd 2010 5
Slide 6: Top shareholders
For personal use only % POSEIDON NICKEL LTD 9,000,000 10.9 SUBIACO CAPITAL 7,512,193 9.1 ANZ NOMINEES 5,131,849 6.2 MR D EVANS 3,666,667 4.4 STRAITS MINERAL INVESTMENTS 2,500,000 3.0 CAPE LAMBERT IRON ORE LIMITED 500,000 0.6 TOP TWENTY 43,046,292 51.9 23 Jul 2010 6
Slide 7: Project Locations
Project Locations 125°00" ; MUSGRAVE BLOCK ALASKA =) \ a / Ss Fairbank: Uv re Audeke Highway YILGARN OFFICER BASIN CRATON eee *Tol pe | Tushtena_|~ - WINDARRA PROJECT Anchorage Valdez CUNDEELEE PROJECT EUCLA BASIN FRASER RANGE NORTH PROJECT oN INDIAN 2 PACIFIC | y) ——— OCEAN OCEAN ALBANY FRASER MOBI
Slide 8: For personal use only
For personal use only • Resource drilling & estimation completed 113,000 oz Au in situ • Metallurgical testing ~50% of gold directly leachable • Optimisation expected to yield ~70% recovery 8
Slide 9: For personal use only
For personal use only • Potential gold value AUD$110M (70% recovery, US$1200/oz, 0.85 forex) • Capital & operating cost estimates in progress – expected late August • Targeting start-up H1 – 2011 9
Slide 10: For personal use only
560m For personal use only 600m Gold Tailings Nickel Tailings 518m 160m 10
Slide 11: For personal use only
For personal use only • Initial regional soil sampling completed – new targets • Follow up planned Q3 • Drill target definition Q4 11
Slide 12: Priority Gold Targets
For personal use only Priority Gold Targets 2,055 Drill holes - 37 holes assayed for gold12
Slide 13: For personal use only
For personal use only Tintina Gold Belt, 1200km long metallogenic province stretching from Northern British Columbia to SW Alaska, adjacent to Klondike Gold Rush Hosts world class gold deposits (Pogo, Fort Knox) Under explored, potential for more discoveries 13
Slide 14: Tushtena — Untapped Potential
2 ‘= ) oD) D) =) @ ‘= © Q — ® foe — ©) LL, Tushtena — Untapped Potential RAMPART PRINGS DISTRICT 7200000 mN NTISHNA DISTRICT 7100000 mN 7000000 mN 760000 me Fi eivengood True North Mine Ryan Lode gq. iberty Bell 200006meE BONNIFIELD DISTRICT VALDEZ CREEK DISTRICT CLE DISTRICT Fort Knox Mine FAIRBANK
Slide 15: For personal use only
Discovery Zone For personal use only Au-As soil anomaly • Au in soil anomaly >50ppb extends approx 3kmx1km • Peak Au in soil value of Only 16 Diamond Drill Holes in Discovery 10 g/t Zone and 6 in RS Zone • Most drilled in sub-optimal orientation relative to defined structural orientation • Many prev
Slide 16: For personal use only
For personal use only • Historic drilling shows potential for “Bulk Tonnage Target” • Potential for “High Grade Lode Target” exists where the Itra Fault intersects the Discovery Thrust Zone at depth 16
Slide 17: Drilling July-August 2010
Drilling July-August 2010 initial program >. | 1,600 metres a
Slide 18: Initial results expected August
Initial results expected August SS TT Te ais Ch Ml ll, i 7 = ; % nat pe Oc : ea TUSHO001 — 80m Jy INTON y
Slide 19: For personal use only
For personal use only Alliance with Teck Australia One of largest land positions behind AngloGold Ashanti & Independence Group 19
Slide 20: For personal use only
For personal use only Salmon Gums initial deep drilling completed – indications of primary gold mineralisation - assays to 5.4 g/t Au Fraser Range North – recent aircore and RC drilling completed Teck Australia farm-in decision milestone Q3 20
Slide 21: Salmon Gums Railway 1928
For personal use only Salmon Gums Railway 1928 21
Slide 22: For personal use only
Triton Gold Anglogold-Ashanti Australia Salmon Gums Soil Au Tropicana Soil Au For personal use only Peak value: 236ppb Peak value: 31ppb Peak value: 179.6ppb Images at same scale 22
Slide 23: Tropicana schematic cross-section
AngloGold Ashanti TROPICANA schematic cross-section For personal use only Modified from Doyle, M., 2007, Tropicana gold deposit: Geology and exploration. AngloGold Ashanti Ltd. Proterozoic mineralisation in Western Australia conference. Australian Institute of Geoscientists Western Australian Branch
Slide 24: Tropicana Schematic Cross-Section
AngloGold-Ashanti Ltd Inferred white mica Al-OH wavelength 2190nm (muscovite) TROPICANA Schematic Cross - Section 2200nm For personal use only 2205nm 2205nm (phengite) 4m @ 0.1g/t Au 1m @ 1.0g/t Au 3m @ 0.6g/t Au ne Zo r ea 100m Sh >0.5g/t Au >0.01g/t Au 13m @ 2.3g/t Au Transported Completely oxidis
Slide 25: For personal use only
Lignite For personal use only Good calorific comparison to known nearby resources Sirius 25
Slide 26: For personal use only
For personal use only High-grade gold mineralisation intersected 4m @ 16.68 g/t from 108-112m including 1m @ 78.97g/t gold from 108m and 1m @ 1.31 g/t gold, 100m to the southwest Proof of concept using integrated geochemistry Encouragement to further explore the identified alteration system
Slide 27: For personal use only
For personal use only Windarra tailings - targeting AUD$110M revenue 2011-2013 - feasibility/financing options complete Q4 - construction /production H1 2011 Tushtena - drill results Q3 - earn-in funding secured Q3 Albany Fraser - Salmon Gums farm-in decision by Teck Australia mid September 27
Slide 28: For personal use only
For personal use only Lance Govey Brad Boyle Managing Director Company Secretary +61 8 9215 4222 +61 8 9215 4222 lgovey@tritongold.com.au brad.boyle@balancelegal.com.au 28