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DGR GLOBAL LIMITED — Investor Presentation 2011
Oct 26, 2011
64771_rns_2011-10-26_c177d52b-c874-49e7-9465-196eb2b4c0ff.pdf
Investor Presentation
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27 October 2011
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Disclaimer
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Forward Looking Statement
Whilst based on information from sources considered reliable, D’Aguilar Gold 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 accurate. To the maximum extent permitted by law, D’Aguilar Gold 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
Information herein relating to Exploration Results is based on information compiled by Nicholas Mather B.Sc (Hons), who is a Fellow of The Australasian Institute of Mining and Metallurgy. Mr Mather is employed by D’Aguilar Gold Limited, as Chief Executive Officer.
Mr Mather has more than five years experience 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). 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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Strong Resource Demand in
Undeveloped Nations
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OECD Strong Energy Demand Growth
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China Strong Steel Demand Growth
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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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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/1
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MPS Source: M A R T I N P L A C E S E C U R I T I E S MPS M A R T I N P L A C E S E C U R I T I E S
Diversified Global Resource Targets
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Diversified Global Resource Targets
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• PROVIDING INVESTORS WITH ACCESS AT THE GROUND FLOOR exposure to seed placement opportunities
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DIVERSIFIED PORTFOLIO OF RESOURCES gold, silver, copper, nickel, iron ore, titanium, oil & gas
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GLOBAL PRESENCE mitigated sovereign risk
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BUILDING A RESOURCE FACTORY
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The Recipe for Success
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1. GOOD PEOPLE
– Dedicated, invested staff, think laterally
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Help them get rich
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Economic buy in by local communities
2. BIG PROJECTS
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Provincial tenement coverage of national relevance
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Strong commodity market gas/ gold/ iron/copper
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A new approach - new prices, new metallurgy, new exploration models
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Scaleability
3. STRONG FUNDING
- Experienced sophisticated investors
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At DGR Global
We Incentivise Our People
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DGR Global backs new resource opportunity creators with equity
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Global exploration mandate
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TARGETTING BULKS – iron, potash, phosphate, bauxite – new provinces
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• Implementing DGR global expansion strategy
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The DGR Global Family Today Growth Pipeline – Plan for 20 in 5 Years
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Targeting Outperformance
140 140
BUILDING VALUE FOR SHAREHOLDERS FUTURE
PLANS
120 120
100 100
Armour
Energy
Navaho
Gold
80 80
Ausnico
Pre seed value to
DGR (based on
seed price)
60 60
Pre IPO value to
DGR (based on IPO
price)
Listed value to
DGR
40 40
DGR Market Cap
(weekly)
20 20
0 0
Dec-09 Mar-10 Jun-10 Sep-10 Dec-10 Mar-11 Jun-11 Sep-11 Dec-11
40,148 40,248 40,348 40,448 40,548 40,648 40,748 40,848
based on planned capital raising,
and unchanging market value of listed assets
Value to DGR ($AUD millions)
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A Unique Resource Strategy
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We are not just a container for assets. We are a factory – we create assets.
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Maintain the emphasis on business generation – do it regularly – improve .
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new project generation capability
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Increase the project size steadily – raise the bar.
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Monetise the investments – increase liquidity with asset maturity.
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4 listed assets now – 20 targeted in 5 years.
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.
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Abundant news flow – increasingly prolific news base – telling the story
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.
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Finding the people – strong incentives and personal opportunities
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WE CREATE ASSETS
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Armour Energy
New Regional Gas Giant
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- Accomplished Board &
Management
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$14m Seed Raised
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Planned $75m IPO
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One of the largest shale gas acreage positions in Australia
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Competitive Social & Logistic Advantages
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NORTHERN TERRITORY AND
QUEENSLAND TENEMENT AND
TENEMENT APPLICATION AREA
126,000km²
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Accomplished Management
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ARMOUR ENERGY CEO, PHIL MCNAMARA
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Mining Engineer with 28 years experience.
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Successfully raised $14m in Armour Energy.
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Former Managing Director of Waratah Coal Galilee Basin Coal Project:
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1.1Bt reserve, $8.5b mine, rail and port project
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Established $5.5b debt finance facility
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Significant experience and success in operational management, major resource infrastructure project and successful Chinese negotiation experience
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Strong record in landowner negotiations and management
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Navaho Gold Sometimes It’s Under Your Nose
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RED HILL
GOLD RUSH
3.5Moz
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Sometimes It’s Under Your Nose
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• 7 tenements in world class gold district in Nevada – the richest gold province in the world
- 2 RIGS DRILLING NOW
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Solomon Gold | World Class Copper Gold Targets on the Rim of Fire
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Solomon Gold
A New Gold Province In Queensland
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Inferred Mineral Resource estimate at Rannes containing 3.2Moz Silver and 237,698oz Gold, and continuously expanding
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Kauffman’s Inferred Resource 3D model
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Mt Isa Metals
Extensive Gold Strategy in Burkina Faso
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MET Exploration Permits
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Solomon Gold Unprecedented Access
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FOR THE SCEPTICS
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They Said it Couldn’t be Done
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In 1999 the sceptics said “you could not find, let alone develop, a minerals sands project in the northern Murray Basin”.
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Bemax has now developed its second operation after being taken over by Saudi Arabian company Cristal.
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In 2000 the sceptics said “Coal Seam Gas will not be viable in Queensland”.
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Arrow Energy was taken over by Shell for $3.5 billion cash and foreign assets returned as Dart Energy.
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In 2006 the sceptics said “you will never develop a coal mine in the Galilee Basin”.
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Waratah Coal taken over in 2009 for $130 million and later the subject of an $8.5 billion finance proposal.
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CEO NICK MATHER WAS INVOLVED IN EACH OF THESE
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Contacts
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Nick Mather | CEO [email protected]
Greg Runge | General Manager [email protected]
Carlie Rogers | Business Development [email protected] ASX:DGR | www.daguilar.com.au
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