Dgr Global Limited · ASX:DGR
Dgr Global — Mining 2011 Resources Convention
25 slides from Dgr Global's conference presentation, Oct 27, 2011
Slide 1: Mining 2011 Resources Convention | Brisbane
Mining 2011 Resources Convention | Brisbane 27 October 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 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 meta
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 DG RG LO BAL ENERGY Investment 13% | 35m shares ; Post $14m seed raising in March/ LSE AIM : SOLG ASX:DGR April 2011 324m SHARES MT ISA 80% METALS LTD IRONRIDGE Investment 33% | 52m shares RESOURCES ASX :
Slide 11: Targeting Outperformance
Targeting Outperformance oe Sw 0 B ° Fe w = Z © LA | fe > \ HB Pre seed valueto \ DGR | based on seed price ——\ | Tho Pre[PO value to DGR| r =| based onPO price y | listed value toDGR » I Tn CGR Weeky Market Can 0 0 Dec-09 Mar-10 Jun0 Sep-10 Dec-10 Marl Jun-ll Sept Decl * Based on planned capital ra
Slide 12: 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 13: We Create Assets
WE CREATE ASSETS
Slide 14: 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 15: Accomplished Management
Accomplished Management 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 – Established $5.5b debt finance
Slide 16: Navaho Gold: Sometimes It's Under Your Nose
Navaho Gold Sometimes It’s Under Your Nose RED HILL GOLD RUSH 3.5Moz
Slide 17: Sometimes It's Under Your Nose
Sometimes It’s Under Your Nose • 7 tenements in world class gold district in Nevada – the richest gold province in the world • 2 RIGS DRILLING NOW
Slide 18: Solomon Gold: World Class Copper Gold Targets on the Rim of Fire
Solomon Gold | World Class Copper Gold Targets on the Rim of Fire
Slide 19: 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 20: Solomon Gold Unprecedented Access
Solomon Gold Unprecedented Access
Slide 21: Mt Isa Metals Provincial Gold Strategy in Burkina Faso
Mt Isa Metals Provincial Gold Strategy in Burkina Faso MET Exploration Permits
Slide 22: For the Sceptics
FOR THE SCEPTICS
Slide 23: 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 24: Contacts
Contacts Nick Mather | CEO [email protected] Greg Runge | General Manager [email protected] Carlie Rogers | Business Development [email protected] ASX:DGR | www.dgrglobal.com.au
Slide 25: 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