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DGR GLOBAL LIMITED Investor Presentation 2016

Jul 21, 2016

64771_rns_2016-07-21_e498e4d3-5330-4922-8cb2-8ee58db0f743.pdf

Investor Presentation

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Aligning the Stars Engaging with the Edge of Change

Noosa Mining Conference 21-22 July 2016

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Global Resources Landscape - A New Dawn
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Urbanisation of 4bn
people will drive steady
global growth;

Capital delivery out of
sync with community
demand;

Price variability has a 5 to
7 year cycle;

Get set now;

Emerging nations

Using paradigm shifts in
technology and;

Talented geoscientists &
invested management
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Good News: Commodities Rising, Market Spending
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Raise to advance or preserve

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Raising is
difficult
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2014 - 15 This year Raise to create 2016

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Background slide from Lion Selection group.

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Constant Growth Defines Key Target Commodities
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Iron to build it Aluminium to make it lighter

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Gas and Coal to power it

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Copper to wire it

  • Urbanise 4 billion people in 35 years – Resource prices are going up

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Gold – A form of money

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Fertilisers to feed us

You’ve Got to Look for Copper

“The Global copper industry needs a new Escondida mine every 15 months over the next 10 years in order to meet global demand…” Rio Tinto CEO Jean-Sébastien Jacques

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30_
Likely Range for Global Demand from 2015 - 2025
25_
~ 5Mt increase over
Increasing
The next decade
10000 _ 20_ Demand
9000
8000

15_
7000 _ Copper Price set
6000 _ to close this gap.
10_
5000
4000

3000 _ 5_
USD1,000/t
2000
1000 _ 0

I I I I I I I I I I I I I I I I I I I I I I I I I I i
Copper Price - US$/ton Cu Global Copper Demand - Mt Cu
1900 1930 1950 1980 2000 2010 2015 2025
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The Eocene Escondida Mine, Chile: The world's largest copper producer - same host rocks, same age as Cascabel. Image:BHP Billiton

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Steady Increase in Gas Price Forecasts to Aid Armour Energy
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The Resource Factory Model
Production &
dividends
6. Production
Phase 6
5. Development
4. Resource definition, Phase 5
secondary raisings
3. Exploration programs Phase 4
Phase 3
2. Seed raising, proof of
concept, IPO
Argentina, Africa, Phase 2
Energy, Copper,
Zinc, Gold 1. Choose commodity,
Phase 1
region and country
Reinvest in
new project
development
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Highly Levered to Success Through Equity
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How Did We Do It ?
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PEOPLE

THE IMPORTANCE OF SCALE AND RECOGNISING PATTERNS

THE RIGHT STUFF IN THE BEST PLACE

TECHNICAL INNOVATION DOING IT QUICKLY

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Big Thinkers- Talented Geoscientists
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Neil Wilkins - DGR Generative

Gold Ridge Solomon Islands Shale oil and gas Macarthur Basin-AJQ Freda Nena discoveries PNG Zinc Lead Macarthur Basin for Armour

Len Kolff – Iron Ridge Rio Simandou Tawana CEO

Peter Bubendorfer - DGR Generative

Generated Arrow Energy’s Surat Basin Gas Bow Energy Galilee Coal for Waratah Coal on the Roma Shelf

Jason Ward - SolGold Remote Operations specialist, south west Pacific. Scandinavian IOCG South American copper gold porphyry

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Benn Whistler - SolGold South Pacific and South America copper gold generation and operations Vatoukuola.Guadalcanal, Casacbel Ecuador

Luke Titus - Armour Macarthur Basin shale oil and gas, Zinc – Lead US petroleum opportunities

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Passionate Invested Executives
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They’ll do it..

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They did it..

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Richard Nick Davies Peter Spiers Laufmann Arrow Energy Orbis Gold Ballarat Gold

Peter Lynch Waratah Coal

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Robbert de Weijer Peter Williams Neil Stuart David Mason Armour Energy AusTin Mining Dark Horse Dark Horse Resources Resources

Vince Mascolo Iron Ridge Resources

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INVESTED EXECUTIVES Capital investment that matters Strong industry experience No distractions Big thinkers

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Think Big. Colossal Footprint- Armour’s McArthur Basin Project
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Provinces Attract:

  • Governments

  • Majors

  • Capital

Provinces give you:

  • Room to define target areas and relinquish ground

  • Access redundancy

  • A cookie cutter for Success

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Cooper Basin, QLD

  • Small leases, diluted working interests

  • High CO2 (6%-40%)

  • TOC: 2%-4%

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McArthur Basin, NT

  • Armour Energy 100% working interest

  • Low CO2 (3%), wet & dry gas + helium

  • TOC: 4%-7%

  • Kitchen Area - 75,000km²

  • Recent successes have confirmed potential

  • Kitchen Area - 75,000km² (granted EP’s only)

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Be Lateral -Think 1.2 Billion Years Ago!!
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Orbis Gold’s Birimian gold projects were sourced from a top-down search strategy

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IronRidge’s Gabonese iron ore projects were sourced from a top-down search strategy

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NavGas and
Armour
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NavGas’ and Armour Energy Proterozoic oil and gas projects were once in the company of giants

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Look in a Well Endowed Province With Scale
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Andean Copper Belt

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Natural Patterns Dictate Spatial Frequencies in Orebody Location
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A Prospect
A Province
A Field
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  • Select the right scale to explore at.

  • Thing big to see the patterns in natural databases.

  • Make exploration predictive.

  • Discoveries reliable and cost effective.

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Patterns in Geochemical Data Lead to 14 Targets at Cascabel
Soil Molybdenum Soil Manganese Soil Cu/Zn Ratio
Rocafuerte Rocafuerte Rocafuerte
Site Offices Site Offices Site Offices
CHINAMIBCITO CHINAMIBCITO CHINAMIBCITO
TANDAYAMA -AMERICA TANDAYAMA -AMERICA TANDAYAMA -AMERICA
Santa Cecilia Santa Cecilia Santa Cecilia
AGUINAGA AGUINAGA AGUINAGA
MORAN Porphyry MORAN Porphyry MORAN Porphyry
Cluster Cluster Cluster
TRIVINIO TRIVINIO TRIVINIO
PARAMBAS PARAMBAS PARAMBAS
ALPALA ALPALA ALPALA
WEST ALPALA NW WEST ALPALA NW WEST ALPALA NW
ALPALA CENTRAL ALPALA CENTRAL ALPALA CENTRAL
CARMEN CARMEN CARMEN
Alpala Alpala Alpala
Camp Camp Camp
ALPALA ALPALA SE ALPALA ALPALA SE ALPALA ALPALA SE
SOUTH SOUTH SOUTH
CRISTAL CRISTAL CRISTAL 17
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Surface Targets are Becoming Less Frequent –
Exploration Demands Larger Deeper Deposits
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Gold Discoveries (MOz)

No. of Deposits >1 Moz found in the world from 1950 -2014 by type

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40
215 deposits of more
35 than 10MOz since 1950
1300 deposits of
30 1-10 MOz since 1950
25
Primary Gold
20 By-product Gold
15
10
5
0
1950 1960 1970 1980 1990 2000 2010 2020
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After: Minex Consulting

1 Gold Discoveries have a hit 70 year low

2 Only 4 Tier 1 Discoveries since 2006 Golpu, PNG / Brucejack,BC / Redhill-Goldrush, NV / Chester, ON

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Depth of Discoveries (MOz)

4 The wider Cascabel tenement holds 14 porphyry copper-gold targets

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Depth of Cover (m) * size of bubble refers to overall Pre-Mined Resources in MOz
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CASCABEL
World Excluding Sth Africa
South Africa
1900 1920 1940 1960 1980 2000 2020
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After: Minex Consulting
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Innovations in Magnetic Modelling- Suggest that Alpala
Could be Very Large
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MVI Modelling Now Constrained to Down Hole Magnetic Susceptibility Data

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Moran-Alpala Constrained MVI Magnetic Model

Constrained MVI Model – a proxy for quartz-chalcopyrite-magnetite veining above a high-grade porphyry intrusion!

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High Grades Set Us Apart in the DGR Group
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SolGold - Cascabel high grade core

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Alpala CSD-13-005 – 1204.0m Alpala CSD-16-017 – 880.45m

AusTin Mining

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Asbolite rich cobalt ore

Granville Tin Concentrate table in production

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IronRidge Resources

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Bauxite at Monogorilby

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May Queen high grade gold veins

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We’ll Always Need Oil and Gas!
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Armour is transitioning to become a significant petroleum producer

Category Estimate Roma Shelf,
Cash flow Oil – shortly following completion Surat Basin project
timing(1) Gas / LPG / condensate – 6 to 12
months
Independently Gas – 105 PJ gas
verified 2C Condensate – 1,011,978 bbls
contingent LPG – 214,580 tonnes
resources Oil - 152,800 barrels
(net)(2)
Storage Newstead facility ready to go
Already contains sales gas
Potential for further capacity
Un-risked Unconventional gas and condensate
prospective in Permian reservoirs
resources Gas in Permian Coals and shallower
exploration Walloon Coal Measures
upside
~~(1)~~
~~Refer Armour Energy ASX release of 21 July 2016.~~
(2)
Can be reclassified to 2P reserves following the recommissioning of the Kincora Gas Plant and
necessary infrastructure and approval of the required well activities. Refer Armour Energy ASX
release of 19 July 2016.

.

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Developing Nations - Early Mover Advantages for Juniors
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IronRidge with Minister of Mines Gabon,

Africa

Javier Córdova - Minister of Mines Ecuador.

Dark Horse Resources in Rio Negro Province, Argentina

DGR’s daughter companies go to emerging jurisdictions to establish resource projects. Government support

Available tenure

Globalisation demands increasing regulatory prudence Growing financial market acceptability Strong infrastructure base Improving living standards

Maturing taxation and development regulations

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Dark Horse Resources’ Big Power Opportunity in
Argentina
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  • Pico Quemado coal – a big project with big potential (DHR: up to 75%* )

  • High quality steaming coal

  • 600 km from an Argentine port

  • Chilean ports blocked by the Andes, but: 80km from 4 x 500kV power lines to one of the worlds largest cities!!

  • BA power shortages

  • New progressive government

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Rosario
Industrial
Area
Aluar Aluminium
Smelter
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  • DGR and Dark Horse – think laterally

*Subject to Farm in conditions and Terms see announcement dated 26/08/2015

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Invested Board and Management
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Number of Percentage Number of Percentage
Shareholding Ownership Shares of Shares Options of Options
Board of Directors
114,796,041
21%
34,950,000
47%
Key Management
15,064,104
3%
20,000,000
27%
Other Shareholders
421,021,732
76%
19,500,000
26%
Total
550,881,887
100%
74,450,000
100%
30 June 2016

Shares on Issue

Options

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21% 26%
3%
47%
76%
27%
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Board Management Others

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Corporate Asset Update
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  • SolGold about to rerate (?) on the basis of the tier 1 Cascabel copper gold discovery.

  • Iron Ridge - Bauxite assessment for Monogorilby due.

  • Iron Ridge – May Queen exploration to commence.

  • Dark Horse negotiating with a potential partner for Pico Power Project, Argentina.

  • AusTin about to start tin production at Granville, Tasmania.

  • AusTin to commence high grade cobalt exploration, Kilkivan, south east Queensland.

  • Armour oil and gas production planned from Kincora Project in the near term.

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Photo (right) – Chalcopyrite in drill core from Hole 5

at SolGold’s Cascabel Project

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Disclaimer
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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 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

Information herein relating to Exploration Targets and Results is based on information compiled by Nicholas Mather B.Sc (Hons), who is a Member of The Australasian Institute of Mining and Metallurgy. Mr Mather is employed by DGR Global 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 2012 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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DGR Global Contacts
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Nick Mather | CEO [email protected]

Priy Jayasuriya | Chief Financial Officer [email protected]

Karl Schlobohm| Company Secretary [email protected]

Pru Maclean| Business Development and Investor Relations [email protected]

Twitter: DGRGlobal

LinkedIn: https://www.linkedin.com/company/dgr-global ASX:DGR | www.dgrglobal.com.au

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