Dgr Global Limited · ASX:DGR
Dgr Global — Shareholder Meeting (November 2011)
24 slides from Dgr Global's shareholder meeting presentation, Nov 25, 2011
Slide 1: Annual General Meeting
Annual General Meeting 25th November 2011
Slide 2: Disclaimer
Disclaimer Forward Looking Statement Whilst based on information from sources considered reliable, DGR Global Limited, its directors, employees and consultants do not represent, warrant or guarantee, expressly or impliedly, that the information in this document and presentation is complete or accura
Slide 3: Strong Resource Demand in Undeveloped Nations
Strong Resource Demand in Undeveloped Nations Non-OECD Strong Energy Demand Growth China Strong Steel Demand Growth Source: MPS MAR TIN PLACE SECURITIES
Slide 4: Overweight Cash to Drive Resource Equities Demand in Australia
Overweight Cash to Drive Resource Equities Demand in Australia 1,800 ASX300 Market Cap Cash 1,600 1,400 1,200 1,000 800 600 Jan/05 Jul/05 Jan/06 Jul/06 Jan/07 Jul/07 Jan/08 Jul/08 Jan/09 Jul/09 Jan/10 Jul/10 Jan/11 Jul/11 Source: MPS MPS MAR TIN PLACE SECURITIES MAR TIN PLACE SECURITIES
Slide 5: Diversified Global Resource Targets
Diversified Global Resource Targets
Slide 6: Diversified Global Resource Targets
Diversified Global Resource Targets • PROVIDING INVESTORS WITH ACCESS AT THE GROUND FLOOR we generate the opportunities. • DIVERSIFIED PORTFOLIO OF RESOURCES gold, silver, copper, nickel, iron ore, titanium, oil & gas. • GLOBAL PRESENCE spreading exposure to sovereign risk. 6
Slide 7: Building a Resource Factory
BUILDING A RESOURCE FACTORY
Slide 8: The Recipe for Success
The Recipe for Success 1. GOOD PEOPLE – Dedicated, invested staff, think laterally. – Help them get rich. – Economic buy in by local communities. 2. BIG PROJECTS – Provincial tenement coverage of national relevance. – Strong commodity market gas/ gold/ iron/copper. – A new approach - new prices, new
Slide 9: At DGR Global We Incentivise Our People
At DGR Global We Incentivise Our People • DGR Global backs new resource opportunity creators with equity. • Global exploration mandate. TARGETING BULKS – iron, potash, phosphate, bauxite – new provinces. • Implementing DGR global expansion strategy.
Slide 10: The DGR Global Family Today
The DGR Global Family Today Growth Pipeline Plan for 10 in 5 Years 50% SOLOMON ] ARMOUR GOLD PLC DGRGLOBAL ENERGY Investment 12% | 33m shares , ASX:DGR Post $14m seed raising in LSE AIM : SOLG 324m SHARES March/April 2011 MTISA 20% METALS LID IRONRIDGE investment33% |52m shares RESOURCES ASK: MET 61
Slide 11: A Unique Resource Strategy
A Unique Resource Strategy • We are not just a container for assets. We are a factory – we create assets. • Maintain the emphasis on business generation – do it regularly – improve new project generation capability. • Increase the project size steadily – raise the bar. • Monetise the investments – i
Slide 12: We Create Assets
WE CREATE ASSETS
Slide 13: Mt Isa Metals: Provincial Gold Strategy in Burkina Faso
Mt Isa Metals Provincial Gold Strategy in Burkina Faso • High quality project portfolio in a world class gold province. • Multiple prospects with demonstrated potential for major gold discoveries. • RC drilling of multiple gold targets underway. • Nabanga maiden resource estimate by MET Exploration
Slide 14: Solomon Gold: World Class Cu Au Targets on the Rim of Fire
Solomon Gold World Class Cu Au Targets on the Rim of Fire
Slide 15: Solomon Gold: A New Gold Province In Queensland
Solomon Gold A New Gold Province In Queensland Inferred Mineral Resource estimate at Rannes containing 11.97Moz silver and 379,739oz gold and continuously expanding. Kauffman’s Inferred Resource 3D model
Slide 16: Navaho Gold: Focus on the Prolific Gold Province of Nevada
Navaho Gold Focus on the Prolific Gold Province of Nevada RED HILL GOLD RUSH 3.5Moz • Exploring for Carlin-style sedimentary rock-hosted gold deposits. • Six JVs and (1) 100%-owned Property in Nevada, three major 100% owned gold projects in Queensland. • Strong technical team with discovery track re
Slide 17: AusNiCo: New Nickel Sulphide Province
AusNiCo New Nickel Sulphide Province • Identified disseminated sulphides in the Black Snake Plateau region • Expanded nickel sulphide Marlborough South potential at Pembroke and Mt Cobalt Prospects • Expanded copper and silver Kilkivan potential at Silver Valley Prospect • Low arsenic in nickel conc
Slide 18: Armour Energy: New Regional Gas Giant
Armour Energy New Regional Gas Giant • Accomplished Board & Management • One of the largest shale gas acreage positions in Australia • Competitive Social & Logistic Advantages • $14m Seed Raised • Planned $75m IPO NORTHERN TERRITORY AND QUEENSLAND TENEMENT AND TENEMENT APPLICATION AREA 126,000km²
Slide 19: Archer Resources: Porphyry Copper-Gold-Silver-Moly
Archer Resources Porphyry Copper-Gold-Silver-Moly • Strong tenement position in NSW and QLD. • Poly-metallic strategy with drill-ready targets and resources with huge upside. • Porphyry province in Eastern Queensland – ignored for past 2 decades. • Proximate to well established infrastructure • Comm
Slide 20: IronRidge Resources: Iron Ore and Titanium in Queensland
IronRidge Resources Iron Ore and Titanium in Queensland Dominant province Significant Titanium co-product potential. Extensive local infrastructure. Equatorial banded iron project generation push.
Slide 21: For the Sceptics
FOR THE SCEPTICS
Slide 22: They Said it Couldn't be Done
They Said it Couldn’t be Done • In 2000 the sceptics said “Coal Seam Gas will not be viable in Queensland”. – Arrow Energy was taken over by Shell for $3.5 billion cash and foreign assets returned as Dart Energy. • In 1999 the sceptics said “you could not find, let alone develop, a minerals sands pr
Slide 23: Contacts
Contacts Nick Mather | CEO nmather@dgrglobal.com.au Greg Runge | General Manager grunge@dgrglobal.com.au Karl Schlobohm| Company Secretary kschlobohm@dgrglobal.com.au Carlie Rogers| Business Development crogers@dgrglobal.com.au ASX:DGR | www.dgrglobal.com.au
Slide 24: Thank You
Thank You No offer or intended offer of securities of Armour is made by this presentation. A prospectus pursuant to s 710 Corporations Act is intended to be issued by Armour to raise $75 m through the offer of securities. ("Prospectus"). Anyone wanting to acquire securities in Armour will need to co