Dgr Global Limited · ASX:DGR
Dgr Global — Investor Presentation (July 2022)
26 slides from Dgr Global's investor presentation, July 2022
Slide 1: DGR Global Investor Presentation – Noosa Mining
rsonal use only DGR Global Investor Presentation – Noosa Mining July 2022 Nicholas Mather | CEO DGR Global Limited
Slide 2: Cautionary Statement
CAUTIONARY STATEMENT This presentation has been prepared by DGR Global Limited (“DGR Global” or “The Company”). By accessing this presentation you acknowledge that you have read and understood the following statement. rsonal use only Forward-looking Statements This document, including but not limite
Slide 3: DGR Global Corporate Tree
DGR GLOBAL CORPORATE TREE rsonal use only Through these companies DGR Global offers an entry point to: - Gold - Copper - Lithium - Tin - Coking Coal - Oil & Gas - Zinc As at 30 June 2022
Slide 4: A Continual Pipeline from Ideas to Cash
A CONTINUAL PIPELINE FROM IDEAS TO CASH rsonal use only
Slide 5: Diverse Range of Projects
Portfolio offers one entry point for DIVERSE RANGE OF PROJECTS exposure to: A diverse range of commodities A diverse range of operational rsonal use only jurisdictions Multiple financial markets and international exchanges Traditional resources (Gold, Copper, Gas) and technology- driven resources (L
Slide 6: DGR Global Trades at a High Discount to Net Assets
DGR GLOBAL TRADES AT A HIGH DISCOUNT TO NET ASSETS rsonal use only Total Cost DGR Listed AssetCost DGR Share Costvsvs Market Share ValueValue Share Price Discount To NTA Percentage Total Rolling Average $250 m Value 65% 62% 61% 60% 59% 59% 59% 58% 60%58% 60% 56% 58% 58% $200 m 57%56% 55% 57% 57% 57%
Slide 7: Why?
WHY? rsonal use only Anticipated Share Erosive Management Tax Implications on Issues Costs Asset Disposals Irregular New Project An unfamiliar Generation and business model Challenges
Slide 8: Solutions
SOLUTIONS Total Spending and Savings on Wages 4,000,000 1 Fund off the balance sheet rather than issue rsonal use only shares. 100% of value vs. 30-40% of value. Cheap 3,500,000 debt and margin instruments available avoided. Saving $2,071,463 3,000,000 2 Asset sales at maturity gives 70% to bottom l
Slide 9: Future Focus: What Can We Expect?
FUTURE FOCUS: WHAT CAN WE EXPECT? rsonal use only
Slide 10: Blown Out Money Supply Drives Fiscal Stimulus, Gold Prices and Demand for Metals
BLOWN OUT MONEY SUPPLY DRIVES FISCAL STIMULUS, GOLD PRICES AND INDUSTRIAL AND rsonal use only INFRASTRUCTURE DEMAND FOR METALS From 2008-2022 we have had 14 years of quantitative easing, a blowout in money supply & fiscal stimulus packages. The blowout in the money supply has meant the gold price ha
Slide 11: The Data Tells the Story
THE DATA TELLS THE STORY Strong price and demand forecasts rsonal use only Copper Prices Lithium Prices Brent Crude Oil Prices Natural Gas Prices Source: Macrotrends
Slide 12: DGR Global Investments
rsonal use only DGR GLOBAL INVESTMENTS COMPANY UPDATES AS AT 30 JUNE 2022
Slide 13: Armour Energy Eight Pillars to Re-rating (Financial)
ARMOUR ENERGY Eight Pillars to Re-rating planned ASX: AJQ (Financial) rsonal use only 18.37% Owned by DGR Global 1. Reduce debt impost. • Re-finance $25M secured amortising bonds • Remove amortization burden – $10M pa 2. Short team capital raisings. • $12.5M (DGR $4.5M) 3. Reduce operating costs. •
Slide 14: Armour Energy Eight Pillars to Re-rating (Exploration)
Eight pillars to Re-rating (Exploration) ARMOUR ENERGY Find and produce more gas. ASX: AJQ 5. rsonal use only In well bore remediation – 10 wells / 1.5TJ/day/ 18.37% Owned by DGR Global • $1.8M/6 months • 400km2 3D seismic • New prospects targeting 30PJ gas and 4MMboip – targeting 6TJs per day incre
Slide 15: Lakes Blue Energy
LAKES BLUE ENERGY • Petroleum Prospecting Licence 560, Papua New Guinea ASX: LKO • Technical Cooperation Agreement executed with French rsonal use only Major, Total Energies, in respect of PNG Petroleum 4.88% Owned by DGR Global Prospecting Licence 560. • PPL 560 contains the 3-Tcf Buna Prospect, on
Slide 16: Enterprise North PEP169
ENTERPRISE NORTH PEP169 AJQ holds 5.01% interest in LKO, DGR hold 4.88% Interest in LKO, NPM holds 22.1% Interest in LKO ASX: AJQ LKO DGR NPM rsonal use only 51% AJQ 49% LKO Enterprise North 1 1. Is set to discover the largest onshore Victorian gas field with a $2.5 Million well, fast-tracked to be
Slide 17: Enterprise North PEP169: The Otway Basin Hosts Numerous Prolific Gas Fields
ENTERPRISE NORTH PEP169 The Otway Basin Hosts Numerous Prolific Gas Fields • ASX: AJQ LKO DGR NPM Bounding fault complex separates field size distribution • rsonal use only 51% AJQ 49% LKO • On shore provence field size ranges from 1 to 28 Bcf • Offshore provence field size ranges from 200 to 558 Bc
Slide 18: Enterprise North Prospect
ENTERPRISE NORTH PEP169 Enterprise North 1 Prospect (OGIP 47 to 419 Bcf estimated) • ASX: AJQ LKO DGR NPM On trend with the Enterprise 1 Discovery (3.2 km) and the Minerva • rsonal use only Field (9.6 km). 51% AJQ 49% LKO • Enterprise approx. 300 BCF OGIP 181 Bcf Recoverable* (Beach Energy Discovery
Slide 19: Enterprise North PEP169
ENTERPRISE NORTH PEP169 ASX: AJQ LKO DGR NPM rsonal use only 51% AJQ 49% LKO • Interpreted gas charged sands cause a bright amplitude anomaly on the seismic. • The Waarre Sandstone in Enterprise North 1 is Enterprise North 1 is prognosed to be 115m, similar in thickness to Enterprise 1 (115m)*
Slide 20: Enterprise North PEP169
ENTERPRISE NORTH PEP169 ASX: AJQ LKO DGR NPM Enterprise North 1 is 2.4km from Enterprise 1 in a proven rsonal use only • Waarre Sandstone Reservoir with 115m of net gas reservoir 51% AJQ 49% LKO thickness. • New transition zone data allows the seismic to be calibrated to known fields (Minerva and En
Slide 21: Scimitar Lead
ENTERPRISE NORTH PEP169 ASX: AJQ LKO DGR NPM 51% AJQ 49% LKO rsonal use only SCIMITAR LEAD • Scimitar lead is mapped on the open file Enterprise 2 3D and 2D seismic data. • It is a large and robust closure supported by seismic amplitude anomalies, indicating closure, seal and charge. • Evaluation of
Slide 22: Conjugate Energy
CONJUGATE ENERGY Unlisted Company • Uganda’s Albertine Grabin - 85% wildcat exploration well success ratio rsonal use only 83.18% Owned by DGR Global • 6BBLOIP resources • Birthplace of Tullow oil – created billion dollar deals • Strong CNOCC and Total presence • Open access pipeline infrastructure
Slide 23: Aus Tin Mining
AUS TIN MINING ▪ Ashford Coking Coal Project ▪ Project (40% owned by ANW, with option to ASX: ANW acquire remaining 60%) presents well-defined & rsonal use only quickest path to commercialisation 11.25% Owned by DGR Global ▪ Located within 100km of upgraded inland rail, Complete acquisition creating
Slide 24: SolGold
SOLGOLD LSE/TSX: SOLG rsonal use only 8.9% Owned by DGR Global • DGR holds 200.3M shares on SolGold $90.4M • Flagship Cascabel Project 85% SolGold • PFS showed NPV (After tax) US$2.95 bn • IRR (After tax) 19.3% • Capex (pre-production) US$2.7 bn • Initial project life & Throughput 26 years @ 25 Mtpa
Slide 25: SolGold
SOLGOLD LSE/TSX: SOLG rsonal use only 8.9% Owned by DGR Global • SolGold Ecuador target elected unexplored Andean Copper Belt • Largest land holder in Ecuador • Ecuador • 3000km2, 75 licences, 14 project targets • Porvenir – Cacharposa Target • Heliperto beside Solaris Warintza discovery • Major ups
Slide 26: Contact Us
CONTACT US rsonal use only CHIEF EXECUTIVE OFFICER Nicholas Mather nmather@dgrglobal.com.au COMPANY SECRETARY Geoff Walker gwalker@dgrglobal.com.au MARKETING / PR Elizabeth Harrison eharrison@dgrglobal.com.au SOCIAL MEDIA @dgrglobal_