A Resource Company FactoryRIU Resources Round UpRIU Resources Round Up

Nick Mather – Managing Director13 May 2015

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The Resource Factory ModelThe Resource Factory ModelProduction & dividends

5. Development /

6. Production

dividends

Phase 6

4. Resource definition, secondary raisings

Corporate takeover

Phase 5

3. Exploration programs

y g

Phase 4

2. Seed raising, proof of concept, IPO

Ph 2

Phase 3

DGR ZAMBIA1. Choose commodity, region and country

Phase 2

Phase 1

DGR ZAMBIA

Reinvest inReinvest in new project development

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Since we last saw youSince we last saw you Sold Orbis - $26m cash event

G f DGR – modest maiden dividend planned for July 2015

Armour Energy– Ripple project compiled

$9 2 R&D f d– $9.2m R&D refund

SolGold – Hole 9 at Cascabel, a 1.3 km intersection

IronRidge – Raised £9.7m @ 10p & listed on AIM (London)

AusTin Mining $ ( )– Raised $1.4m (subject to shareholder approval)

– Pilot trial mine – Extra high grade targets

Navaho Gold – Argentinian opportunities – Neil Stuart (ex Cerro Negro) appointment – Small scale coal strategy

Archer Resources Archer Resources – Planned raising and listing

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The Blueprint – A Repeatable ProcessThe Blueprint A Repeatable ProcessWE DO IT BY Creating exploration assets with geoscience

• We don’t buy them Provincial Scale ground positions

• Focuses capital, excludes competition, dominates infrastructure and political agendas• Mostly 100% owned

Maturity from Idea – Cash target approximately $15m every 2 years

WE DO IT WITH Extraordinarily qualified, experienced talented invested executives & lateral geoscientists Extraordinarily qualified, experienced talented invested executives & lateral geoscientists Technological advancements which deliver paradigm shifts – geophysics

WE LOOK FOR C diti d d d b th b i ti f 4 billi l i 35 Commodities demanded by the urbanisation of 4 billion people in 35 years

• Gas, Iron, Copper, Agri resources, potash phosphate, water, land, access rights The oldest form of money – gold

WE DO IT IN Countries with manageable risk settings and ethical standards. Yellow light countries.

Opportunities are enduring. Risk changes Regions with the scale of structure and geological pedigree to deliver very rich projects Africa, South America, Australia

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Passionate ExecutivesPassionate Executives

• Invested ExecutivesThey did it..

Invested Executives Capital investment that matters Strong industry experience Peter Lynch Richard Laufmann

No distractions Big thinkers

yWaratah Coal Ballarat Gold

Nick DaviesArrow Energy

They’ll do it..  Peter SpiersO bi G ldOrbis Gold

Vince MascoloIron Ridge Resources

Robbert de WeijerArmour Energy

Neil Stuart Navaho Gold

Peter Williams AusTin Mining

Jason BecktonProposed Archer Iron Ridge Resources Armour Energy AusTin Mining p

Resources

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Targeting from the top leads to great projects in your portfolioprojects in your portfolio

Orbis Gold’s Birimian gold projectsOrbis Gold s Birimian gold projectswere sourced from a top-down search strategy

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

NavGas’ Proterozoic oil and gas projects were once in the company of giantsF

or p

erso

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A Big StoryA Big Story

• Provinces attract:Armour Energy’s gas province

• Provinces attract: Governments Majors C it l Capital

• Provinces give you: Room to partially fail

and relinquish Access redundancy A cookie cutter for

success

IronRidge Resources iron ore province

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Incentivised, qualified, accomplished, experienced geologists

IDEA GENERATORS

Projects generated within DGR:• Shale oil and gas assets in Northern Australia

(Armour Energy)• Gabonese iron assets (IronRidge Resources)• Rannes gold and silver districts in Queensland a es go d a d s e d st cts Quee s a d

(SolGold)• Nickel, cobalt and platinum prospects in Australia

(Aus Tin Mining)• Zinc / lead deposits in Northern Australia (Ripple

Resources)Peter BubendorferNeil Wilkins

Resources)Projects generated prior to the formation of DGR• Galilee Basin Waratah Coal project for Mineralogy • Original CSG assets for Arrow Energy• Northern Energy coal projects• Pooncarrie mineral sands project for BeMaX• Gold Ridge gold project in the Solomon Islands• Frieda – Nena discovery in PNG• Gold deposits at Tick Hill• Shinas and Hatta copper-gold mines in Oman

Luke Titus

Neil Stuart

pp g• Cerro Negro Gold project, Argentina• Epithermal gold and base metal deposits in New

Caledonia, and the Andean cordillera of northwestern Argentina and Patagonia.

• Precious and base metals provinces in north-• Precious and base metals provinces in north-western Mexico.

• Exploring beneath glacial till for base metals in Proterozoic terrain of Northern Sweden

Jason Ward Josh Bluett

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Global Resources Landscape - A New Dawnp

• Urbanisation of 4bn people will drive steady p p yglobal growth

• Capital delivery out of sync with community demanddemand

• Price variability has a 5 to 7 year cycle

• Get set now • Emerging nations• Using paradigm shifts in

technology and;• Talented geoscientists• Talented geoscientists

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You won’t go wrong in the right commodityYou won t go wrong in the right commodity Iron

To build it

GasTo power it

CopperTo wire it

Urbanise 3.5 billion people in 35 years –Resource prices are going up

FertilisersTo feed us

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A Highly Diversified Portfolio78% Focused on emerging Nations/Regions/Economies78% Focused on emerging Nations/Regions/Economies

Australia22%

Africa 28%

22%South America

50%

Iron Ore

Cash

19%

57%

Copper & Gold

Oil and Gas

13%

10%

0% 10% 20% 30% 40% 50% 60%

Tin 1%

Interests by market cap of holding 11

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Exploration excites investorsHigh grade, high valueHigher debt

Exploration excites investors

ProductionFeasibilityDebt fund

f d

Value Valley

Lower grade, lower debt

Don’t overdo it!

$ Va

lue Inferred resource

Don’t fundEquity fund

$, £ ExpendedBe an explorer

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The Outputs – Minimal Cost, Maximum ReturnThe Outputs Minimal Cost, Maximum Return• All assets created in-house• A diversified portfolio currently valued at approximately $32 million

$30,000,000 Cost Vs Value of Investment

• Growth of ~95% per annum in net listed asset value per share since 2007• Access to a pipeline with further projected value of $100 million

$25,000,000 Sold for cash

$15 000 000

$20,000,000 

SOLG 

ANW

$10,000,000 

$15,000,000 NVG

AJQ

OBS

IRR

$5,000,000 

IRR

$‐

Cost of investment Value of investment

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Good News: The Market is Beginning to SpendGood News: The Market is Beginning to Spend

Raise to advance or preserve

Raising is difficult

Raise to createFor

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Demonstrated Outstanding Value CreationDemonstrated Outstanding Value Creation$

60m 600

DGR relative performance compared against ASX Indicies60m

500

600

ue

400

wth*

DG

R A

sset

Val

u

30m 300

ased

 Inde

x Grow

S&P/ASX Emerging Companies Index

S&P/ASX Small Ordinaries

S&P/ASX 300

DGR NTAD

200

Reb

0

100

* DGR NTA measures DGR asset growth year on year

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06/30/2009 6/30/2010 6/30/2011 6/30/2012 6/30/2013 6/30/2014 5/12/2015

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The Next World Class Cu Au Porphyry DiscoveryThe Next World Class Cu-Au Porphyry Discovery

• Cascabel porphyry copper gold project(85% ownership via ENSA)

• Port, power, water, labour all accessible • Ecuador in the Andean Copper Belt• DGR holds 10% (74.5m shares)• This year –second

drill rig, faster cheaper drilling results

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The Next World Class Cu Au Porphyry DiscoveryThe Next World Class Cu-Au Porphyry Discovery

• Top 10 historic discovery Hole 5• Magnetics tracks copper grades• 3km long belt, 1km vertical of high

magnetic, copper gold rich zones

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New Regional Gas GiantNew Regional Gas Giant

DGR

• Key milestones achieved to date- 100% owned and currently cover 130 000km2

DGR Investment

in AJQ25%

($3.8m)

100% owned and currently cover 130,000km- Discovery of two new active petroleum systems- Significant and numerous gas targets identified- Close and constructive liaison with Native Title

groups- R&D refunds $20m to date

• Key rerating events- Major commercial agreementj g

• Targeted milestone events- Conditional gas sales agreements from Queensland

projectsp j- Resource certification - Well pilots in Queensland and the Northern Territory- Ripple Resources zinc project- Production acquisition/merger

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A New African Iron Ore ExplorerA New African Iron Ore Explorer

• A new hematite iron province• D.S.O potential• High tonnage potential • Completed $9.7m IPO London p $• Major shareholder Assore Limited • Close to port• Whole province tenure• 100% owned100% owned • Mining friendly Gabon reinvests $14Bn in

infrastructure• Falcon gravity, magnetics give us the edge.

Assore Sumitomo

30%32%

Assore Sumitomo

DGR Global Other Investors

12%

32%

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Colour image shows magnetic intensity: gravity anomalies are outlined in black

26%

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DGR News Flow, 6 MonthsDGR News Flow, 6 Months• DGR Global

o Acquire high grade, low risk mine for high returns. o Ultimate dividends

• AusTin Miningo Small scale pilot mine to be cash positiveo Ore benefication, metal credits, extra resources for upside

• Armour EnergyArmour Energyo Tawallah Group prospectivityo Proterozoic province o Targeting production asset o Ripple Zinc

• SolGold• SolGold o Faster, cheaper results o Second drill rig o Diverted holes o 12 month resource target

• IronRidge Resources• IronRidge Resourceso SRK to manage field program o Field work commencing

• Navaho Gold o Argentinian coal, gold & base metalso Roma shelf oil o Proterozoic oil

• Archer Resources o South east Queensland – copper, gold, zinco Executive appointmento Capital raising

20Photo (right) – Chalcopyrite in drill core from

Hole 5 at SolGold’s Cascabel Project

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DisclaimerDisclaimerForward Looking StatementWhil t b d i f ti f id d li bl DGR Gl b l Li it d it di tWhilst 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 theinformation in this document and presentation is complete or accurate. To the maximum extentpermitted by law, DGR Global Limited, disclaims any responsibility to inform any recipient of thisdocument and presentation of any matter that subsequently comes to its notice, which may affect any

f th i f ti t i d i thi d t d t tiof the information contained in this document and presentation.

JORC and Competent Person StatementInformation herein relating to Exploration Targets and Results is based on information compiled byNicholas Mather B Sc (Hons) who is a Member of The Australasian Institute of Mining and MetallurgyNicholas 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 ofdeposit being reported and to the activity which he is undertaking to qualify as a Competent Person asg y g ydefined in the 2012 Edition of the ‘Australasian Code for Reporting of Exploration Results, MineralsResources and Ore Reserves’ (the JORC Code). This report is issued with the prior written consent ofthe Competent Person as to the form and context in which it appears.

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DGR Global ContactsDGR Global Contacts

Nick Mather | CEO nmather@dgrglobal.com.au

Priy Jayasuriya | Chief Financial Officerpjayasuriya@dgrglobal.com.au

Karl Schlobohm| Company Secretary k hl b h @d l b lkschlobohm@dgrglobal.com.au

ASX:DGR | www.dgrglobal.com.auASX:DGR | www.dgrglobal.com.au

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