Triton Minerals Limited · ASX:TON
Triton Minerals — Mining Indaba, February 2020
16 slides from Triton Minerals's conference presentation, Feb 4, 2020
Slide 1: Developing world-class projects for the graphite revolution
For personal use only Developing world-class projects for the graphite revolution Progressing the Long-life Ancuabe Project into Development Mining Indaba, February 2020 1
Slide 2: Disclaimer and Competent Persons Statement
Disclaimer and Competent Persons Statement For personal use only 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 cu
Slide 3: Triton Highlights
Triton Highlights For personal use only Near-term Development Clear Path to Production1 Financing Mining concession granted High Margin NPV1 Binding offtakes > 50% Partnership with major SOE, US$298m EPC contract signed Jinan-Hi Tech IRR 37% $8.5m equity investment plus financing support Three World
Slide 4: Jinan Hi-Tech (JHT) Strategic Partnership and Funding
Jinan Hi-Tech (JHT) Strategic Partnership and Funding For personal use only Deal Summary1 Triton Board JHT is a Shandong provincial state-owned Peter Canterbury (Managing Director) Three enterprise involved world in building and infrastructure Max Ji (NED, Chairman and nominee of Jinan Hi Tech) cl
Slide 5: Mozambique: A great place for mine development
Mozambique: A great place for mine development A stable mining jurisdiction with a supportive government For personal use only Cabo Delgado is a proven graphite producing region Mozambique has a mature mining industry with graphite, coal, aluminum and gold operations Developed infrastructure w
Slide 6: 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 For personal use only Syrah Resources’ Balama, immediately adjacent to Nicanda Hill, is the world’s largest graphite producing facility GK AMG, immediately adjacent to Ancuabe, owne
Slide 7: Ancuabe Graphite Project
Ancuabe Graphite Project For personal use only Mining Concession High quality Great location Granted product Received final approval for High purity, large flake graphite A proven region, closest of all development: a critical ideally suited to the EV and East African projects to port milestone to s
Slide 8: Simple modular design: de-risking commissioning
Simple modular design: de-risking commissioning For personal use only T16 Mine Waste Dump PV ROM Process plant Mine Services Area Fuel Storage 8 8
Slide 9: Nicanda Hill Project
Nicanda Hill Project World’s Largest Graphite-Vanadium Deposit For personal use only Resource of 1.4Bt at 11.1% TGC makes it the world’s largest graphite- vanadium deposit “The demand World-Class Vanadium Deposit for Lithium Ion Resource of 4.2Mt contained V2O5 gives it world-class size, batteri
Slide 10: Right commodity and assets in Tier location
Right commodity and assets in Tier 1 location For personal use only Graphite is a critical commodity for the future Key component of the Lithium Ion Battery (LiB) A key ingredient of the flame-retardant revolution World-class assets with excellent returns Near term production at the flagship A
Slide 11: Declining China large flake supply dominance
Declining China large flake supply dominance China’s supply issues present a significant opportunity for For personal use only Ancuabe’s large flake, high purity graphite China has been world’s major source of global graphite supply Chinese production of large flake graphite threatened by lower
Slide 12: Large Flake Graphite Provides Strategic Advantage
Large Flake Graphite Provides Strategic Advantage Extensive testwork has proved Ancuabe’s suitability for premium expandable For personal use only markets - foil production and fire retardants Less than 10% of global graphite supply is suitable for the expandable market compared to more than 50%
Slide 13: 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 For personal use only Planned capacity and projects in development will not be able to meet forecast demand Source: Benchmark Minerals Intelligence 13 13
Slide 14: Investment Proposition
Investment Proposition Triton is ideally positioned to be a significant player in one of the For personal use only 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 w
Slide 15: Thank You
Thank You For personal use only Peter Canterbury Managing Director pcanterbury@tritonminerals.com Investor Relations Karen Oswald karen@nwrcommunications.com.au 15
Slide 16: Graphite Reserves and Resources
1 Graphite Reserves and Resources Ancuabe Ore Reserve Estimate1 For personal use only Reserve Category Tonnes (m) Grade (TGC%) Contained Graphite (million tonnes) Probable Ore Reserve 24.9 6.2% 1.54 Three Ancuabe Indicated worldResource Estimate1 + Inferred Classification class assets Tonnes (m) Gra