Dgr Global Limited · ASX:DGR

Dgr Global — Investor Presentation (October 2017)

26 slides from Dgr Global's investor presentation, Oct 9, 2017

1. Slide 1: Explore the World – Corporate Presentation October 2017

   For personal use only 🌏 Explore the World Corporate Presentation – October 2017

2. Slide 2: Cautionary Statement

   For personal use only October 2017 Corporate Presentation 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. Forward‐looking Statemen

3. Slide 3: 2017 Financial Results

   For personal use only 2017 FINANCIAL RESULTS 3

4. Slide 4: Highlights

   For personal use only 2017 Highlights Sponsored Companies Financial Status Short Term News Flow Significant re‐ratings – SOLG and IRR Strong Balance Sheet growth DGR ‐ Oil project in Uganda First gas sales from Kincora – AJQ $9.8m investment in AJQ notes SOLG – Maiden resource statement Project acqu

5. Slide 5: Financial Results: Post Balance Date Events

   For personal use only 2017 Financial Results P t Balance Post B l Date D t Events E t DGR Global Progressing Tribeca investment deal. DGR ((Auburn)) Substantial nickel‐copper‐cobalt pp anomalyy identified. DGR Global Interest in Ugandan oil project (with Armour). Armour First gas sales from Kincora

6. Slide 6: DGR Global's Reported Income – Past 5 Years

   For personal use only 2017 Financial Results DGR Global’s Gl b l’ Reported R t d Income I – Past P t5YYears Financial Year Profit / Loss Total Comprehensive Income / Loss* 2013 ($4.3m) ($8.5m) 2014 ($7.2m) $0.6m 2015 $6.5m $1.3m 2016 $0 6 $0.6m $1 9 $1.9m 2017 $2.7m $88.9m * Includes movements in ma

7. Slide 7: DGR Global's Balance Sheet Growth – Past 5 Years

   For personal use only 2017 Financial Results DGR Global’s Gl b l’ Balance B l Sh Sheett Growth G th – Past P t 5 Years Y Financial Year Total Assets Net Assets / Equity 2013 $33.3m $30.8m 2014 $40.6m $35.8m 2015 $41.2m* $36.5m* 2016 $47.4m $44.1m 2017 $176.5m $134.8m * Following dividend payment 7

8. Slide 8: Accounting Standards May Impact DGR Balance Sheet

   For personal use only 2017 Financial Results A Accounting ti Standards St d d May M Impact I t DGR Balance B l Sh Sheett IronRidge g } Equity q y Accounted – AASB 128 Dark Horse Resources } Balance Sheet valuation is “capped” at the market value of the Armour Energy } investment at the time of its d

9. Slide 9: Year Reflection of DGR's Investment in SolGold

   For personal use only 2017 Financial Results 5 Year Reflection of DGR’s Investment in SolGold $160 m Value $140 m $135,577,543 $120 m $100 m Value $80 m $84,293,505 $84 293 505 Cost $60 m Value $40 m $20 m Cost $0 m $13,082,198 9

10. Slide 10: Year Reflection of DGR's Investment in IronRidge

    For personal use only 2017 Financial Results 3 Year Reflection of DGR’s Investment in IronRidge $40 m $37,140,658 $36 m $32 m $28 m Share Cost $24 m Market Value $20 m Max Accounting Value Value Per DGR Balance Sheet $16 m $11,865,150 $11,258,187 $ , , $12 m $9,914,708 $8 m $5,280,497 $4 m $4,645,06

11. Slide 11: DGR Share Price versus Net Tangible Assets

    For personal use only 2017 Financial Results DGR Share Price versus Net Tangible Assets 40.0 Jul 2013 - Jun 2017 35.0 30.0 25.0 Cents perr Share 20.0 15.0 10.0 5.0 0.0 -5.0 J l 13 Jul-13 J 14 Jan-14 J l 14 Jul-14 J 15 Jan-15 J l 15 Jul-15 J 16 Jan-16 J l 16 Jul-16 J 17 Jan-17 CASH AND NET RECEIVABLE

12. Slide 12: DGR's G&A Costs Net of Cash Income Generated

    For personal use only 2017 Financial Results DGR’s G&A Costs Net of Cash Income Generated (Net Expense) Net G&A $(5,000,000) $(4 000 000) $(4,000,000) $(3,000,000) $( , $(2,000,000) , ) $(1,000,000) $‐ Net Contribution $1,000,000 $2,000,000 12

13. Slide 13: Why DGR Global?

    For personal use only Why h DGR Global? l b l? Why DGR Global as a long‐term investment makes sense against the h background b k d off trends d and d changes h taking ki place l i the in h World. W ld 13

14. Slide 14: DGR Global Offers One Entry Point For Exposure

    For personal use only Why DGR Global ? DGR Global Offers One Entryy Point For Exposure p to... A diverse range of commodities. A diverse range of operational jurisdictions. Multiple financial markets and international exchanges. Traditional resources (gold, copper, gas) and technology‐driven resourc

15. Slide 15: Diverse Range of Commodities

    For personal use only Why DGR Global ? Diverse Range g of Commodities Copper Lithium SolGold, Auburn Dark Horse, IronRidge, Oil Cobalt Zinc Aus Tin A Armour, DGR (Uganda) (U d ) A Tin, Aus Ti Auburn A b Auburn, Ripple (Armour) Gas Gold Iron Ore Tin Nickel Armour S lG ld IronRidge SolGold, id & IronR

16. Slide 16: Multiple Jurisdictions

    For personal use only Why DGR Global ? Multiple p Jurisdictions Ecuador Argentina Solomon Islands Australia Ghana G b Gabon Ivory Coast Chad Uganda International Stock Exchanges (ASX, LSE, AIM, TSX) 16

17. Slide 17: Diversity of Project Maturity

    For personal use only Why DGR Global ? Diversityy of Project j Maturityy Pay dividends 5. Development / Corporate takeover Phase 5 4. Resource definition, secondary raisings Phase 4 3. Exploration programs Phase 3 Phase 2 2. Seed raising, proof of concept, IPO Phase 1 1. Choose h commodity, d region

18. Slide 18: Agreement with Tribeca Investment Partners

    For personal use only Agreement with Tribeca Investment Partners $8 million subscription of convertible notes maturing t i in i 2 years. $2 $2m optional ti l funding f di tranche. t h Convertible at $0.20 at Tribeca’s election. 12% interest rate, unsecured. Ben Cleary to join DGR Board. Tribeca was

19. Slide 19: Appendix: Why Resources?

    For personal use only Appendix Why Resources? Global urbanisation is increasing at an unprecedented rate which is creating an enormous demand for natural resources. As the World moves to urbanise and electrify, resource commodities will be a keyy focus for longg term ggrowth and sustainingg ggrowth

20. Slide 20: Factors Underpinning Future Demand for Resources

    For personal use only Why Resources? Factors Underpinning Future Demand for Resources The United Nations has predicted that by 2030 the World’s population will be 8.6 billion, and by 2050 it will be 9.8 billion. Globally, life expectancy continues to increase, and populations are generally ageing. G

21. Slide 21: Forecast Demand for Gas Remains Strong

    For personal use only Why Resources? Forecast Demand for Gas Remains Strong Source: BP Energy Outlook Report 2017 21

22. Slide 22: Australian Gas Forecast to Play a Major Role in Supply

    For personal use only Why Resources? Australian Gas Forecast to Play a Major Role in Supply Source: BP Energy Outlook Report 2017 22

23. Slide 23: Global Urban Population Projection

    For personal use only Why Resources? Source: UN – Global Urban Population Projection 23

24. Slide 24: Urbanisation Driving Future Demand For Copper

    For personal use only Why Resources? Urbanisation Driving Future Demand For Copper Source: LME Macquarie Research 24

25. Slide 25: Emerging Technologies Driving New Resource Demands

    For personal use only Why Resources? Emerging Technologies Driving New Resource Demands Source: Visual Capitalist website 25

26. Slide 26: DGR Global Contact Points

    For personal use only DGR Global Limited DGR Global Contact Points Nick Mather | CEO nmather@dgrglobal.com.au Karl Schlobohm | Company Secretary kschlobohm@dgrglobal.com.au Priy Jayasuriya | Chief Financial Officer pjayasuriya@dgrglobal.com.au Pru Maclean | Business Development / IR pmaclean@dgrglob

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