Triton Minerals Limited · ASX:TON
Triton Minerals — NWR Virtual Resources Conference (May 2020)
19 slides from Triton Minerals's conference presentation, May 7, 2020
Slide 1: Developing world-class projects for the graphite revolution
Developing world-class projects for the graphite revolution Ideally positioned to utilise its first mover advantage in one of the fastest developing markets globally 7 May 2020 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 and background information about the Company’s activities current as at the date o
Slide 3: Graphite – Not all Graphite is Equal
Graphite – Not all Graphite is Equal Graphite is a critical commodity for the future: Due to its unique properties, graphite is a versatile raw material used across many industries Flake Size Grade Physical / Impurities Important for Expandable Graphite and Critical for Battery Supply (99.95%-
Slide 4: The Graphite Markets
The Graphite Markets Battery Triton Minerals has Market driven by grade very attractive, good density All graphite concentrate needs further treatment (chemical purification) to meet 99.95% or 99.995% requirement product, tested for expandability which Not Triton’s target market as no value pl
Slide 5: Structural shortage looming: Demand and Supply
Structural shortage looming: Demand and Supply 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 able to meet forecast demand. Source: Benchmark Minerals Intelligence Market forecaster Roskill predic
Slide 6: Graphite growth 2018 - 2022
Graphite growth 2018 - 2022 The market The year-over- will be Incremental year growth rate ACCELERATING Growth for 2018 is at a CAGR of estimated at nearly $5.8bn 5.32% 6% The market Market forecaster Roskill predicts graphite demand Is MODERATELY FRAGMENTED 47% One of the KEY DRIVERS for this marke
Slide 7: Declining China large flake supply dominance
Declining China large flake supply dominance China’s supply issues present a significant opportunity for Ancuabe’s large flake, high purity graphite China is the world's leading graphite producing country - Producing an estimated 700,000 metric tonnes With ongoing constraints to supply and rapid
Slide 8: Large Flake Graphite Provides Strategic Advantage
Large Flake Graphite Provides Strategic Advantage Extensive testwork has proved Ancuabe’s suitability for premium expandable markets - foil production and fire retardants Less than 10% of global graphite supply is suitable for the expandable market compared to more than 50% of Ancuabe production
Slide 9: Ancuabe Graphite Project
Ancuabe Graphite Project Triton is ideally positioned to utilise its first mover advantage in one of the fastest developing markets globally World-class asset Long-life project Near-term Clear path to funding Graphite market High quality graphite from a DFS1 completed Dec 2017, production Strategic
Slide 10: Mozambique: A great place for mine development
Mozambique: A great place for mine development A stable mining jurisdiction with a supportive government Cabo Delgado is a proven graphite producing region Mozambique has a mature mining industry with graphite, coal, aluminum and gold operations Developed infrastructure with advantageous India
Slide 11: Prime position in Africa’s only producing graphite region
Prime position in Africa’s only producing graphite region Cabo Delgado is an established graphite producing region Syrah Resources’ Balama, immediately adjacent to Nicanda Hill, is the world’s largest graphite producing facility GK AMG, immediately adjacent to Ancuabe, owned by Germany’s largest
Slide 12: Simple modular design: de-risking commissioning
Simple modular design: de-risking commissioning T16 Mine Waste Dump PV ROM Process plant Mine Services Area Fuel Storage 1212
Slide 13: Nicanda Hill Project
Nicanda Hill Project World’s Largest Graphite-Vanadium Deposit “The demand Resource of 1.4Bt at 11.1% TGC makes it the world’s largest for Lithium Ion graphite-vanadium deposit batteries is World-Class Vanadium Deposit unstoppable” Resource of 4.2Mt contained V2O5 gives it world-class size, comp
Slide 14: Jinan Hi-Tech Strategic Partnership and Funding
Jinan Hi-Tech (JHT) Strategic Partnership and Funding Deal Summary1 Triton Board JHT is a Shandong provincial state-owned enterprise Peter Canterbury (Managing Director) Three world involved in building and infrastructure Max Ji (NED, Chairman and nominee of Jinan Hi Tech) JHT investmentclass as
Slide 15: Triton Highlights
Triton Highlights Near-term Production1 Development Clear Path to Financing High Margin NPV1 Mining concession granted Partnership with major SOE, Jinan-Hi Tech US$298m Binding offtakes > 50% RR 37% EPC contract signed $8.5m equity investment plus financing support Three World-Class Mozambique Busin
Slide 16: Right commodity and assets in Tier 1 location
Right commodity and assets in Tier 1 location Graphite is a critical commodity for the future Key component of the Lithium Ion Battery (LiB) A key ingredient of the flame-retardant revolution Right commodity and assets World-class assets with excellent returns in Tier 1 location Near term prod
Slide 17: Investment Proposition
Investment Proposition Triton is ideally positioned to be a significant player in one of the fastest developing markets globally World-class Near-term Offtake Clear path to Graphite market asset production secured funding transforming High quality graphite from a Ancuabe DFS1 will Over 50% of Strate
Slide 18: Thank You
Thank You Peter Canterbury Managing Director pcanterbury@tritonminerals.com Investor Relations Victoria Humphries victoria@nwrcommunications.com.au 18
Slide 19: Graphite Reserves and Resources
Graphite Reserves and Resources 1 Ancuabe Ore Reserve Estimate1 Reserve Category Tonnes (m) Grade (TGC%) Contained Graphite (million tonnes) Probable Ore Reserve 24.9 6.2% 1.54 Ancuabe Indicated + Inferred Resource Estimate1 Classification Tonnes (m) Grade (TGC%) Contained Graphite (million tonnes)
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