Dgr Global Limited · ASX:DGR
Dgr Global — Shareholder Meeting (November 2012)
28 slides from Dgr Global's shareholder meeting presentation, Nov 29, 2012
Slide 1: Building a Resource Factory – Annual General Meeting 2012
For personal use only Building a Resource Factory Annual General Meeting 2012
Slide 2: Disclaimer
Disclaimer For personal use only 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
Slide 3: Long term demand outlook still attractive
Long term demand outlook still attractive For personal use only Source: Rio Tino analysis 2012 Source: Rio Tinto analysis 2012 Note: Steel stock refers to the level of cumulative steel consumed within in an economy over a 20 year period.
Slide 4: Overweight Cash to Drive Resource Equities
Overweight Cash to Drive Resource Equities Demand in Australia For personal use only 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/1 Source: MPS MPS MAR TIN PLACE SECURITIES MAR TIN PLACE SE
Slide 5: Plan for Growth – more in years
Plan for Growth – 5 more in 10 years For personal use only
Slide 6: Diversified Global Resource Targets
Diversified Global Resource Targets For personal use only • 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
For personal use only BUILDING A RESOURCE FACTORY
Slide 8: The Recipe for Success
The Recipe for Success For personal use only 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
Slide 9: At DGR Global We Incentivise Our People
At DGR Global We Incentivise Our People For personal use only • 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: A Unique Resource Strategy
A Unique Resource Strategy For personal use only • 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. • Moneti
Slide 11: We Create Assets
For personal use only WE CREATE ASSETS
Slide 12: Armour Energy – New Regional Gas Giant
Armour Energy New Regional Gas Giant For personal use only • Accomplished Board & Management Armour Energy permit size relative to • 100% ownership of one of the largest shale gas basins in Texas shale gas acreage positions in Australia – as extensive as the Barnett Shale in Texas • Total Prospectiv
Slide 13: Accomplished Management
Accomplished Management For personal use only ARMOUR ENERGY CEO, PHIL MCNAMARA • Mining Engineer with 28 years experience. • Successfully raised $14m in Armour Energy. • Former Managing Director of Waratah Coal Galilee Basin Coal Project: – 1.1Bt reserve, $8.5b mine, rail and port project – Establis
Slide 14: Extremely active debut
Extremely active debut For personal use only 4 wells, 3 months, 3 discoveries
Slide 15: Orbis Gold – Provincial Gold Strategy in Burkina Faso
Orbis Gold Provincial Gold Strategy in Burkina Faso For personal use only holds 20.7% of
Slide 16: Orbis Gold – Provincial Gold Strategy in Burkina Faso
Orbis Gold Provincial Gold Strategy in Burkina Faso For personal use only holds 20.7% of
Slide 17: SolGold – World Class Copper Gold Targets
SolGold World Class Copper Gold Targets For personal use only holds 10.9% of
Slide 18: SolGold – Outstanding Gold Copper Project in Ecuador
SolGold Outstanding Gold Copper Project in Ecuador For personal use only
Slide 19: Navaho Gold – Sometimes It's Under Your Nose
Navaho Gold Sometimes It’s Under Your Nose For personal use only RED HILL GOLD RUSH 3.5Moz • 6 tenements in world class gold district in Nevada – the richest gold province in the world holds 29% of
Slide 20: Navaho Gold (Navgas) – Sometimes It's Under Your Nose
Navaho Gold (Navgas) Sometimes It’s Under Your Nose For personal use only • Navgas – subsidiary of Navaho Gold. • Secured 5 tenements in highly sought after region of South Australia. • Confirmation of hydrocarbons • Gas flow in previous well. • Bitumen rims to sand grains. • Large acreage position.
Slide 21: Navaho Gold (Navgas)
Navaho Gold (Navgas) For personal use only • Target is Woocalla Dolomite Member • Significant organic carbon • Shallow • Further work required to determine TOC and thermal maturity • Two 100% owned PEL applications • ~17,000km2 • Close to infrastructure • Port Augusta / Whyalla / Roxby • Exploration
Slide 22: IronRidge Resources – Large Scale Bulk Commodity Projects
IronRidge Resources Developing Large Scale, Bulk Commodity Projects For personal use only holds 56.5% of
Slide 23: IronRidge Resources – New Nickel Sulphide Targets
IronRidge Resources New Nickel Sulphide Targets For personal use only
Slide 24: AusNiCo – Nickel and Tin
AusNiCo Nickel and Tin For personal use only • Proposed Taronga tin acquisition • World’s 14th largest tin project with 67,000t contained tin. • Upside from: – High grade at depth – Beneficiation – Improved recoveries – Additional discoveries – Copper silver credits • Renewing nickel sulphide target
Slide 25: For the Sceptics
For personal use only FOR THE SCEPTICS
Slide 26: They Said it Couldn't be Done
They Said it Couldn’t be Done For personal use only • 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 develo
Slide 27: Contacts
Contacts For personal use only Nick Mather | CEO nmather@dgrglobal.com.au Greg Runge | General Manager grunge@dgrglobal.com.au Carlie Rogers | Business Development crogers@dgrglobal.com.au ASX:DGR | www.dgrglobal.com.au
Slide 28: Thank You
For personal use only Thank You