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DGR GLOBAL LIMITED — Investor Presentation 2007
Nov 12, 2007
64771_rns_2007-11-12_a8272d9b-4211-48c6-84f3-6d9b0e48d555.pdf
Investor Presentation
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ACN 052 354 837
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ASX ANNOUNCEMENT
13 November 2007
Mining the Isa Conference
The attached presentation will be made today, at the Mining the Isa Conference in Mt Isa, by Mr Peter Spiers, CEO of Mt Isa Metals Pty Ltd.
On behalf of the Board D P Cornish Company Secretary
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N ew IOCG an d R o ll F ron t U ran um i Pr o vin ces in N o r t h Quee n s l a n d
“Mining the Isa” Conference Mount Isa - November 2007
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Agenda
• Introduction to Mt Isa Metals
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Systematic Exploration Strategy
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High Quality Projects
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Iron Oxide Copper Gold
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Roll Front Uranium
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Shear‐hosted Cu Au U / Sedex Pb‐Zn
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IPO / ASX Listing Early 2008
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Introduction to Mt Isa Metals
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’
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• ‐ Subsidiary of ASX listed D Aguilar Gold (72 . 7%)
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Targeting new IOGC and Roll Front Uranium Provinces in North Q ueens an l d
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Comprehensive tenement package (~7,800 sq. km)
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Impressive radiometric, geochemical and magnetic anomalies in the most mineralised terrain in the world – the CMI Block
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Highly experienced Board and management
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Immediate fundin g for work p ro g rams
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IPO and ASX listing in early 2008
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Board Team Experienced / Management
| Peter Spiers |
CEO ‐ 23 years resource sector experience, geologist, senior technical & ll l |
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|---|---|---|---|
| ( ) Jan. 08 |
commercia roes ex WMC Group Manager Business Deveopment , – . |
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| Ian Levy | 30 years experience, Formerly CEO of Allegiance in the growth phase $40$700WMCbJORC |
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| to m ex memer . , . |
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| Cameron Switzer | General and Exploration Manager – 20 yrs explorationist, IOCG & gold specialist. ex MIM Chief Exploration Geologist, ex Newcrest, Acacia. |
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| Nick Mather | 25 years explorationist. Co founder Arrow Energy, ex CEO BeMaX Resources, Ballarat Gold NED. CEO D’Aguilar Gold Ltd. |
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| Duncan Cornish | CFO and Secretary – 15 years Corporate administrator and CFO roles , ASX, TSX and AIM‐LSX. ex Ernst& Young, Price Waterhouse. |
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… Chairman to be appointed, additional geological staff required.
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Agenda
• Introduction to Mt Isa Metals
• S stematic Ex loration Strate y p gy
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High Quality Projects
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Iron Oxide Copper Gold
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Roll Front Uranium
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Shear‐hosted Cu Au U / Sedex Pb‐Zn
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IPO / ASX Listing Early 2008
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Aim: Discovery and Commercialisation of World Class Mineral Resources
Key target validat on cr ter ai i i
“First Mover” Advanta e Known Endowment / g
Apparent ontradiction ?C World Class Pedigree
Mt Isa Metals’ systematic approach
“ - Apply established Explore covered Apply local ” or deposit geological concepts to extensions to known style expertise to known new areas mineral systems anomalism
… portfolio balance recognises growing financial and technical capacity.
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Large and Highly Prospective Tenement Position (7 , 800 sq . kms)
IOCG - Explore covered extensions to known mineral systems Roll Front Uran umi - A pp y l established geological concepts to new areas Shear hosted U, Cu, Au +/- Pb/Zn “ - - Apply local ” or deposit style expertise to known anomalism
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Agenda
• Introduction to Mt Isa Metals
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Systematic Exploration Strategy
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High Quality Projects
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Iron Oxide Copper Gold
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Roll Front Uranium
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Shear‐hosted Cu Au U / Sedex Pb‐Zn
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IPO / ASX Listing Early 2008
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Discovery of IOCG Deposits has Created Substantial Shareholder Value
| Deposit | Province | Co er Depth v (m) |
**Resource / Intersections *** | ||
| Olympic Dam (BHP ll |
Gawler | 310m | 7.8Bt @ 0.9%Cu 0.3g/t Au 0.3%U3O8 | ||
| Biiton) | |||||
| Prominent Hill (Oxiana) |
Gawler | 120m | 102Mt @ 1.5%Cu 0.5g/t Au 3.2g/t Ag | ||
| Ernest Henry (Xstrata) | Mt Isa | 30m | 167Mt @ 1.1%Cu 0.54g/t Au | ||
| Swan / Amethyst Castle (Ivanhoe) |
Mt Isa | min. | 215m @ 0.8% Cu 0.6g/t Au 154ppm U | ||
| Carrapateena (RMG Services) |
Gawler | 470m | 67m @ 3.0%Cu 0.4g/t Au | ||
| Rocklands (Cudeco) | Mt Isa | min. | 121m @ 5 7% Cu 973ppm Co . 25Mt @ 2.04% Cu eq. |
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- Source: com p an y re p orts.
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Diagnostic geophysical signatures are well understood …
Ma netite hosted g Use Magnetic Surveys
Hematite hosted Use Gravity Surveys
Amethyst Castle
Ernest Henry
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… however the complexity and scale of signatures can vary substantially.
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Carrapateena
Gravity Magnetics
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New IOCG Provinces at Gregory and Normanton
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Gre or Pro ect anomalies g y j are controlled by the Isa / Gunpowder Fault system
…
To the south it controls:
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Mt Oxide (Aditya Birla Group) (0.2 Mt Cu)*
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Mammoth (Aditya Birla Group) (0.4 Mt Cu)*
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Esperanza (Aditya Birla Group) ( 1.2 Mt Cu)*
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Valhalla (Summit Resources) (U)*
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Mt Isa Cu (Xstrata) (8 Mt Cu)*
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Hilton Pb Zn Ag (Xstrata) (>200Mt @ 15% Zn+Pb)*
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Isa Pb Zn Ag (Xstrata) (>250Mt @ 15% Zn+Pb)*
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*Source: Company reports
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Gre g or y Project
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Normanton Project
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Boomara Ridge P ro ec t j
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Ridge
P ro ec t
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Source: Queensland
Mines & Energy records
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Agenda
• Introduction to Mt Isa Metals
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Systematic Exploration Strategy
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High Quality Projects
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Iron Oxide Copper Gold
– Roll Front Uranium
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Shear‐hosted Cu Au U / Sedex Pb‐Zn
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IPO / ASX Listing Early 2008
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Roll Front Uranium Strate ‐ Toolebuc gy
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Toolebuc Apply
established geological
concepts to new areas
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What is a Roll Front Uranium Deposit ?
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(MoS2)
(FeSe2) (MoS2)
(Mo3O8)
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Source: wma-minelife.com, after Devoto 1978.
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Roll Front Uranium Strategy ‐ Toolebuc
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Secure Title
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200km strike length of Toolebuc Formation
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Established geological model
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M u lti p e po l t en ti a source roc l U k s en id tifi e d
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– Host lithologies identified
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Significant anomalism
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Strong radiometric signatures
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U indicator minerals evident – Mo, V and gypsum deposits
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Never previously drilled or assayed for U
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Large near‐surface targets
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Exploration activities
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Regional mapping, rock chip sampling and scintillometer surveys
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– Shallow aircore drilling
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High Order Uranium Radiometric Anomalism
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Agenda
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Introduction to Mt Isa Metals
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Systematic Exploration Strategy
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High Quality Projects
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Iron Oxide Copper Gold
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Roll Front Uranium
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Shear‐hosted Cu Au U / Sedex Pb‐Zn
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IPO / ASX Listing Early 2008
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‐ Shear hosted U Cu Au Strategy
• Well defined U anomalism on identified structures – no follow up
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High order Zn geochemistry in streams
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and soils – additional work required
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High order Au anomalism – no follow up
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Isa North Projects - Apply
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“ -
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local” or deposit style expertise to known anomalism
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Isa North has eight Uranium targets, t wo go ld an d t wo zinc targets
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“The Wall”
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Zn to 7600 m in soils pp
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Coincident EM anomaly
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NOT DRILL TESTED
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Zinc anomalism at Century Mine shows . that the Isa North results are significant
• Zn is highly mobile and typically leached at surface
- Surface results >1000ppm are significant
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Upper Ore Zone
Lower Ore Zone
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“Cresent”
’ • s High Au in stream sed
- Coincident U anomaly
• No follow up
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“Gun owder” & “Isa Central” Pro ects p j
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• Untested hi h order g U channel radiometric anomalies
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• Identified alteration system with Uranium otential p
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eg: Skal – Valhalla signatures
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“Isa East” Project
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- Strike extension of Mary Kathleen Belt
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- Untested U channel anomaly associated with ranite mar ins g g
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- Previous focus on Au and Cu
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Agenda
• Introduction to Mt Isa Metals
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Systematic Exploration Strategy
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High Quality Projects
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Iron Oxide Copper Gold
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Roll Front Uranium
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Shear‐hosted Cu Au U / Sedex Pb‐Zn
• IPO / ASX Listing Early 2008
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Proposed IPO / ASX Listing 14M shares @ $0.50 to raise $7m (min.)
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Current Proposed IPO
Shareholders
(million) (%) (million) (%)
D ’ Aguilar Gold Ltd 20 0. 72 . 7 20 0. 48 . 2
RAB Capital plc 4.0 14.6 4.0 9.6
Bizzell Capital Partners 3.0 10.9 3.0 7.2
Management 0.5 1.8 0.5 1.2
Proposed IPO [] ‐ ‐ 14.0 33.8
Total Shares 27.5 100.0 41.5 100.0
Options 4 55. ‐ 5 8. [] ‐
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- Indicative only. Proposed issue of 14m shares (min.) @ $0.50 to raise $7.0m
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** Unlisted o p tions exercisable at p rices between $ 0.25 and $ 0.35 p er o p tion.
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Conclusion
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A comprehensive land package delivering multiple targets
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New IOCG and Roll Front Uranium Provinces
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Impressive U radiometric, geochemical and magnetic anomalies in th e mos t m nera i li se d erra n n t i i th e wor ld
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Experienced Board and senior management team
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$2.0m cash and funding support for a further $7.0m raising, IPO,
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an d ASX st ng li i
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D sc a meri l i
Whilst this document and presentation is based on the information from sources which are considered reliable, Mt Isa Metals Pty Ltd, 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 accurate. To the maximum extent permitted by law, Mt Isa Metals Pty Ltd 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.
Competent Persons Statement
The information in this report that relates to Exploration Results is based on information compiled by Nicholas Mather B.Sc (Hons) Geol., who is a Member of The Australian Institute of Mining and Metallurgy. Mr Mather is employed by Samuel Holdings Pty Ltd which provides certain consultancy services including the provision of Mr Mather as the Managing Director of D’Aguilar Gold Ltd and director of Mt Isa Metals Pty Ltd of which D’Aguilar Gold owns 72.7%. Mr Mather has sufficient experience which is relevant to the style of mineralisation and type of 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). Mr Mather has consented in writing to the inclusion in this report of the matters based on the information in the form and context in which it appears.
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