Dgr Global Limited · ASX:DGR
Dgr Global — Mines and Money Asia April 2018
29 slides from Dgr Global's conference presentation, Apr 5, 2018
Slide 1: Not Another Resources Company
For personal use only Not Another Resources Company MINES AND MONEY ASIA – APRIL 2018 Go further – climb the mountain
Slide 2: Cautionary Statement
For personal use only 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 Statements This document, including but not
Slide 3: Sponsored Companies Plenty News Flow
For personal use only Sponsored Companies Plenty News Flow Significant re‐ratings ANW, DHR, AJQ Happening DGR – Float Uganda Oil Project (DGR 83%) SOLG SOLG – Aguinaga drilling results, Resource Maiden Resource Statement First drill hole – Aguinaga Financial Status upgrades and regional discoveries
Slide 4: DGR Share Price versus Net Tangible Assets
For personal use only Cents per Share 0.0 5.0 10.0 15.0 20.0 25.0 30.0 35.0 40.0 Jul-15 Aug-15 Sep-15 Oct-15 Nov-15 Dec-15 Jan-16 Feb-16 Mar-16 Apr-16 May-16 Jun-16 Jul-16 CASH AND NET RECEIVABLES DGR Share Price versus Aug-16 Sep-16 Oct-16 SOLG Net Tangible Assets to 31 March 2018 Nov-16 Dec-16 AJQ
Slide 5: Rising profitability
For personal use only Rising profitability DGR Global’s Reported Income – Past 5 Years Financial Year Profit / Loss Total Comprehensive Income / Loss* 2013 ($4.3m) ($8.5m) 2014 ($7.2m) $0.6m 2015 $6.5m $1.3m 2016 $0.6m $1.9m 2017 $2.7m $88.9m * Includes movements in marked to market financial assets
Slide 6: Growing Assets
For personal use only Growing Assets DGR Global’s Balance Sheet Growth – Past 5 Years 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 6
Slide 7: Year Reflection of DGR's Investment in SolGold
For personal use only 5 Year Reflection of DGR’s Investment in SolGold Share Cost vs Share Value 30/06/15 - 28/2/18 $150 m $135,577,543 $130 m $110 m $90 m Value, $84,293,505 $82,484,007 $70 m Cost $50 m Value $30 m $8,482,272 $10 m Cost $13,082,198 -$10 m 7
Slide 8: Year Reflection of DGR's Investment in IronRidge
For personal use only $40 m 3 Year Reflection of DGR’s Investment in IronRidge $37,140,658 $36 m $32,268,437 $32 m $29,206,575 $28 m $24 m Share Cost Share Value $20 m Max Accounting Value $16 m $11,865,150 $11,258,187 $12,548,044 $12 m $8 m $9,914,708 $5,280,497 $4 m $4,645,062 $4,713,173 $0 m 30/0
Slide 9: Why DGR Global?
For personal use only Why DGR Global? Why DGR Global as a long‐term investment makes sense against the background of trends and changes taking place in the world. 9
Slide 10: Why DGR Global?
For personal use only Why DGR Global ? DGR Global Offers One Entry Point For Exposure 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 resources
Slide 11: Diverse Range of Commodities
For personal use only Why DGR Global ? Diverse Range of Commodities Copper Lithium SolGold, Auburn Dark Horse, IronRidge, Oil Cobalt Zinc Aus Tin Armour, DGR (Uganda) Aus Tin, Auburn Auburn, Ripple (Armour) Gas Gold Iron Ore Tin Nickel Armour SolGold, IronRidge & IronRidge Aus Tin Auburn, Aus Tin Da
Slide 12: Multiple Jurisdictions
For personal use only Why DGR Global ? Multiple Jurisdictions Ecuador Argentina Solomon Islands Australia Ghana Gabon Ivory Coast Chad Uganda International Stock Exchanges (ASX, LSE, AIM, TSX) 12
Slide 13: Diversity of Project Maturity
For personal use only Why DGR Global ? Diversity of Project Maturity 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 commodity, region and cou
Slide 14: Agreement with Tribeca Investment Partners
For personal use only Agreement with Tribeca Investment Partners $8 million subscription of convertible notes maturing in 2 years. $2m optional funding tranche. Convertible at $0.20 at Tribeca’s election. 12% interest rate, unsecured. Ben Cleary joined the DGR Board. Tribeca was rated as the best pe
Slide 15: Which Resources?
For personal use only Which 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 key focus for long term growth and sustaining growth and lifestyl
Slide 16: Factors Underpinning Future Demand for Resources
For personal use only Which 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.
Slide 17: Forecast Demand for Gas Remains Strong – Armour Energy
For personal use only Which Resources? Forecast Demand for Gas Remains Strong – Armour Energy Source: BP Energy Outlook Report 2017 17
Slide 18: Australian Gas Forecast to Play a Major Role in Supply
For personal use only Australian Gas Forecast to Play a Major Role in Supply – Armour Energy Source: BP Energy Outlook Report 2017 Regulatory impost in Australia gives way to free US exploration and markets 18
Slide 19: Emerging Technologies and Rising Urbanisation Driving New Resource Demands
For personal use only Which Resources? Emerging Technologies and rising urbanisation Driving New Resource Demands IronRidge Dark Horse Aus Tin Source: Visual Capitalist website 19
Slide 20: DGR covers the metals with the greatest upside plus copper
For personal use only DGR covers the 3 metals with the greatest upside plus copper Aus Tin IronRidge, Dark Horse Aus Tin Source: MIT 20
Slide 21: Urbanisation Driving Future Demand For Copper
For personal use only Which Resources? Urbanisation Driving Future Demand For Copper Source: LME Macquarie Research 21
Slide 22: SolGold - Giant Copper-Gold Deposits
For personal use only SOLGOLD - Giant Copper-Gold Deposits - look where there’s lots of them Andean Copper Belt – production base of around half the world’s copper New Discoveries being made – under-explored northern portion of Andean Copper Belt Queensland Well explored Data derived from USGS (
Slide 23: Relatively under-explored Eocene Porphyry Belt - Ecuador
For personal use only Relatively under-explored Eocene Porphyry Belt - Ecuador • Late Eocene–Early Oligocene from 43 – 31 Ma Porphyry Deposits of Northern Chile • The most significant metallogenic epoch 25% of global copper production • Giant porphyry Copper deposits formed in Chile Northern Ecuad
Slide 24: Ecuador's Porphyry Belts Being Revealed
For personal use only Ecuador’s Porphyry Belts Being Revealed Ecuadorian Porphyry Belts to yield more large porphyry copper and gold discoveries Age Dated South American Porphyry Deposits (Age / Tonnage / Contained Cu / Cu Grade) Chile is arid & ore bodies exposed ‐ Lots of them Million Tonnes Casca
Slide 25: Ecuador's Gift Is Cascabel's Advantage
For personal use only ECUADOR’S GIFT IS CASCABEL’S ADVANTAGE OIL REVENUES FUNDED OUTSTANDING INFRASTRUCTURE, HEALTHCARE AND EDUCATION 3 hour drive from Quito Cascabel has plenty 180 km from a deep water ports at of water Pacific port Esmeraldas, 100 km from San Lorenzo at Esmeraldas ECUADOR In
Slide 26: Bornite – 63% Cu, Core of the Porphyry System
For personal use only BORNITE – 63% CU, CORE OF THE PORPHYRY SYSTEM HIGH GRADE CONCENTRATE Hole 24, 824m Hole 37 at Alpala Northwest 26
Slide 27: SolGold's Cascabel Project
For personal use only SolGold’s Cascabel Project • Alpala continues to be drilled to grow the Maiden JORC Resource announced 3 January 2018 • Aguinaga currently being drilled – in mineralisation from 295m • Trivinio and Moran prospects (yet to be drilled) could potentially double the Alpala resource
Slide 28: SolGold's Regional Program
For personal use only SolGold’s Regional Program • SolGold has extensive tenure in other regions of Ecuador – 100% owned • New copper and gold discoveries from surface sampling of numerous project locations announced, with work continuing. 28
Slide 29: 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 Twitter: @DGRGlobal ASX:DGR | www.dgrglobal.com.au 29