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DGR GLOBAL LIMITED — AGM Information 2013
Nov 26, 2013
64771_rns_2013-11-26_1646a16d-2423-4a3b-9f4a-abdd3c5116e7.pdf
AGM Information
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Building a Resource Company Factory
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Annual General Meeting November 2013
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Forward Looking Statement
Whil st b ase d on i n ormat on f i f rom sources cons id ere d re li a bl e, DGR Gl o b a l Li m te i d , i ts di rectors, employees and consultants do not represent, warrant or guarantee, expressly or impliedly, that the information in this document and presentation is complete or accurate. To the maximum extent permitted by law, DGR Global Limited, disclaims any responsibility to inform any recipient of this document and presentation of any matter that subsequently comes to its notice , which may affect any of the information contained in this document and presentation.
JORC and Competent Person Statement
I n orma f ti on h ere n i re a l ti ng t o E xp ora l ti on R esu lt s i s b ase d on i n orma f ti on comp il e d b y Ni c h o as l Mather B.Sc (Hons), who is a Fellow of The Australasian Institute of Mining and Metallurgy. Mr Mather is employed by DGR Global Limited, as Chief Executive Officer. Mr Mat h er h as more t h an f ive years experience re evant to t l h e sty e o l f minera isation an l d type o f deposit being reported and to the activity which he is undertaking to qualify as a Competent Person as defined in the 2004 Edition of the ‘Australasian Code for Reporting of Exploration Results, Minerals Resources and Ore Reserves’ (the JORC Code). This report is issued with the prior written consent of the Competent Person as to the form and context in which it appears .
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.
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Strategic
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Peter Bubendorfer
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William Stubbs Chairman
Strategic
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- Armour Ener gy, Bow Ener gy & Waratah Coal Project generation
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► M en t or
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Amanda Geard
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Strategic
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Neil Wilkins
Strategic
- DGR Group Project Generation
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► Armour Energy Project generation ► DGR Group Exploration Manager
-
Formerly New Opportunity Generation for Rio Tinto
-
I ron Rid ge ro ect enerat on P j G i
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Barry Stoffell
Strategic
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DGR Group Project Generation
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Formerly New Opportunity Generation for Rio Tinto
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- Iron Ridge Project Generation
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Past, Pre DGR Value Creation
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| , | |||||
|---|---|---|---|---|---|
| Company | Year | $ Mkt cap/deal | Role | ||
| PRE DGR GLOBAL | |||||
| Arrow Energy | 2010 | 3,500m | Co‐founder, Executive | ||
| Director till 2004 | |||||
| B E ow nergy |
2011 | 500 m |
C F d E i o‐ oun er, xecut ve |
||
| Director | |||||
| Bemax | 1998 | 350m | ManagingDirector | ||
| Waratah Coal | 2009 | 130m | Co‐founder, Chairman | ||
| Auralia | 1995 | 25m | Managing Director | ||
| Ballarat Goldfields | 2002 | 300m | Non‐Executive Director, | ||
| sub‐underwriter | |||||
| CURRENT | |||||
| DGR/Armour Energy | 2013 | 75m | Exec. Chair, Underwriter | ||
| Orbis Gold | 2013 | 80m | Non Executive Director, | ||
| Founder | |||||
| SolGold | 2013 | 105m | Executive Director, | ||
| Founder |
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We Need to Develop Our Resources !!
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Stron Resource Demand in Develo in Nations
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Strong Energy Demand Growth
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Gas Iron Copper MPS Source: M A R T I N P L A C E S E C U R I T I E S
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China Strong Steel Demand Growth
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Lon Term Demand Outlook Remains Attractive
g
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Source: Rio Tinto analysis 2012
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Source: Rio Tino analysis 2012 Note: Steel stock refers to the level of cumulative steel consumed within in an economy over a 20 year period.
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Create Assets Now!!
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Macro Issues in Front of Us
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1. Access/Availability – Architecture of Australian resource ownership
‐ need to afford landowner interest 2. Australian capital availability – RBA – QE ?? 3. Foreign Capital Market Availability 4. Invested CEOs
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AIM a St P f f S lG o ld an d P re erre f d f or ron I Rid rong er ormer or o ge
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Capital Raising Expertise and Experience
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- THE RIGHT COMMODITY: Iron, Copper, Gas
• THE RIGHT PEOPLE: Invested and committed
-
MONEY
-
UNDERWRITE IT
-
SYNDICATE IT
-
LEAD IT
-
TAKE A RISK!
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Too small!
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Get the scale right!
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A Pattern emerges at the right scale
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If You’re Going to Find an Elephant, You Need a BIG H un ti G d ng roun
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Exploration is the Most Efficient Value Add
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-
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- VALUE OF
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SHAREHOLDING IN LISTED ASSETS
$40m
- Pre IPO 5 3m .
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Total 45.3m
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Market Cap @ . 3 3c $13.5 m
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• DIVERSIFIED PORTFOLIO OF RESOURCES ‐ gold, silver, copper, nickel , tin , iron ore , titanium, oil & gas
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- GLOBAL PRESENCE spreading exposure to sovereign risk
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Diverse Investments
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By Commodity
By Country
Nort h Iron Ore Copper
South
America 9% 12%
America
2%
16%
Africa
38%
Oil and Gas
Gold
40%
37%
Australia
44%
Tin
2%
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DGR Global over the Last 5 years Market currently giving you more for less!!
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12 1 . 40
Growing Assets behind each share
1.20
10
1.00
8
How lon g can 0 . 80
this continue?
Cents
6
0.60
4
0.40
2
0.20
M kt Cap to Net Assets ratio falling
0 0.00
Long Term Investments per Share Mkt Cap‐Net Assets ratio
004 004 004 005 005 005 005 006 006 006 006 007 007 007 007 008 008 008 008 009 009 009 009 010 010 010 010 011 011 011 011 012 012 012 012 013 013 013
2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2
1/6/ 1/9/ 1/12/ 1/3/ 1/6/ 1/9/ 1/12/ 1/3/ 1/6/ 1/9/ 1/12/ 1/3/ 1/6/ 1/9/ 1/12/ 1/3/ 1/6/ 1/9/ 1/12/ 1/3/ 1/6/ 1/9/ 1/12/ 1/3/ 1/6/ 1/9/ 1/12/ 1/3/ 1/6/ 1/9/ 1/12/ 1/3/ 1/6/ 1/9/ 1/12/ 1/3/ 1/6/ 1/9/
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Armour Started Up Like Arrow Energy
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Gas flow from Amoco mineral exploration borehole, Glyde River 1979.
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Arrow Energy’s Kogan gas Project in 2003 !!!!!!
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Armour ’ s Glyde 1 Flares May 2013
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Armour’s QLD Project – Owns 100% of a Province
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Cooper Basin overlain by Eromanga
South Nicholson, Isa Superbasin, overlain by Carpentaria
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Oil fields in the Eromanga Basin lie around the sub crop edge of the Cooper Basin
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Oil field targets fairway around the sub crop edge of the Proterozoic Riversleigh Shale
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Source: Modified from OZ SEEBASE Proterozoic Basement Depth Grid
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Armour’s Strate ic Advanta e DGR 25%
g g ( )
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LNG Export
~750 PJ p.a.
•
Provincial tenement position
• Mt Isa
100% owned
~40 PJ
p.a.
•
National and global
relevance LNG Export
~1,500 PJ
p.a.
•
Gas is the most acceptable
globally demanded energy
source
Shortage
est.
•
Access to infrastructure local >400PJ/a
~40PJ/a
and export markets
•
Accomplished management
Over 40 Trillion Cubic Feet of ~146PJ/
resources and a
gas gas
discoveries in three wells ~88PJ/a ~160PJ/
a
•
ASX:AJQ
8
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Armour – a New Shale Oil Province in the Macarth u r Basin?
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’
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–
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Gas charged intervals at Basal Mesozoic (Carpentaria Basin) “pinch-out” play
-
Gas shows in a 114m Lawn Shale section extend shale gas play off structure from Egilabria 2
-
Gas shows and improved logs in a 250m Riversleigh Shale section extending from Western ATP 1087
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Gas shows in E4
9
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An e e in the sk saves time and mone
y y y
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Explorationists have dreamt of airborne “find the orebody” methods. Now we have them – Falcon Airborne Gravity Survey .
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Mont Pele
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High Grade Surface Mineralisation at Tchibanga
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60.62% Fe 55.44% Fe
56 5% Fe. 56 0% Fe.
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Cascabel (SolGold, 9% DGR): In The Company
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an s
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Abundant Chilean
porphyry systems are
visible. No soil, no
vegetation.
Cascabel concealed
by cloud, soil and
vegetation .
Sphere size denotes
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contained Cu (mt)
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Porphyry Cu-Au Target at Alpala Lies above a Magnetic Apophysis
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Alpala Hole 3 – 617 metres
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Strong Copper Mineralisation Deep at Cascabel
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Taronga - Simple mineralogy allows for conventional
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process ng – ows ar o t urse
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- Coarse cassiterite (up to 3mm) which is substantially liberated at 1.5mm
• Cassiterite associated with sul p hides and q uartz within vein stock work
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Example of coarse cassiterite and higher grade intercept (DG367) 1m @0.73%Sn, 0.48%Cu, 20g/t Ag
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(DG367)
1m @0.73%Sn, 0.48%Cu,
20g/t Ag Higher Grade
Portion of
Vein Swarms
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DGR Global Contacts
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Nick Mather | CEO [email protected]
Greg Runge | General Manager [email protected]
Karl Schlobohm| Company Secretary . com . au kschlobohm@dgrglobal ASX:DGR | www.dgrglobal.com.au
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