Not Another Resources Company

MINES AND MONEY ASIA – APRIL 2018

Go further – climb the mountainFor

per

sona

l use

onl

y

Cautionary StatementThis presentation has been prepared by DGR Global Limited (“DGR Global” or “The Company”). By accessing this presentation you acknowledge that you haveread and understood the following statement.

Forward‐looking StatementsThis document, including but not limited to all forward looking figures, contain certain forward‐looking statements with respect to the financial condition, resultsof operations and business of DGR Global. The words “intend”, “aim”, “project”, “anticipate”, “estimate”, “plan”, “believes”, “expects”, “may”, “should”, “will”,“target”, “set to” or similar expressions, commonly identify such forward‐looking statements. Forward‐looking statements involve known and unknown risks,uncertainties, assumptions and other factors set forth in this presentation. In light of the risks, uncertainties and assumptions, actual results could be materiallydifferent from projected future results expressed or implied by these forward‐looking statements which speak only as to the date of this presentation. Except asrequired by applicable regulations or by law, DGR Global does not undertake any obligation to publicly update or revise any forward‐looking statements,whether as a result of new information or future events. The Company cannot guarantee that its forward‐looking statements will not differ materially fromactual results. In this presentation, all figures are Australian Dollars unless stated otherwise.

DisclaimerNeither this presentation, nor any part thereof, may be distributed, published or reproduced in any form, except as permitted by DGR Global. This presentationcontains a number of non‐IFRS financial measures. DGR Global management considers these to be key financial and / or commercial performance indicators ofthe business and they may not defined and/or reconciled in DGR Global’s audited financial statements or Annual Report. Reference to external figures orstatistics or predictions of growth, commodity demand and pricing, etc are not based on DGR Global’s own opinions, estimates or forecasts, and are compiledand published without comment from, or endorsement or verification by, DGR Global. Third party information is referenced to its source. By referencing anythird party information, DGR Global does not imply that it endorses, confirms or expresses a view on that information. Any such information is provided forinformational purposes only and is not intended to, nor does it, constitute investment advice or any solicitation to buy, hold or sell securities or other financialinstruments. No warranty or representation, either express or implied, is made by DGR Global or its affiliates, or their respective directors, officers andemployees, in relation to the accuracy, completeness or achievability of the consensus figures and, to the fullest extent permitted by law, no responsibility orliability is accepted by any of those persons in respect of that information.

This presentation should read in conjunction with the audited financial statements of DGR Global, and where applicable, its other publicly available informationsuch as market releases and presentations.

2For

per

sona

l use

onl

y

Plenty Happening

News Flow

DGR – Float Uganda Oil Project (DGR 83%) 

SOLG – Aguinaga drilling results, Resource upgrades and regional discoveries

AJQ – Rising Gas and Liquids production, increasing sales and reliability

IRR – Gold exploration results from Chad and lithium drilling in Ghana

ANW – Tin production & sales, high grade cobalt drilling

DHR – Strong Lithium project advancement in Argentina

Unlisted – More zinc and copper spinouts

Financial Status

Strong Balance Sheet 

Tribeca Alliance

$4million cash balance

$135m net assets marked to market  vs a $55m market cap –should be at least double

Sponsored Companies

Significant re‐ratingsANW, DHR, AJQ

SOLGMaiden Resource StatementFirst drill hole – AguinagaRegional Cu Au porphyry discoveries

AJQFirst quarter of gas and liquids sales from Kincora, $6million gas acceleration program grant

IRRProject acquisitions and West African Au & Li dominance, preparing to drill  

ANWTin production & sales, Cobalt emergence in Queensland

DHRGold & lithium acquisitions, preparing to drill

3For

per

sona

l use

onl

y

0.0

5.0

10.0

15.0

20.0

25.0

30.0

35.0

40.0

Jul-1

5Au

g-15

Sep-

15O

ct-1

5N

ov-1

5D

ec-1

5Ja

n-16

Feb-

16M

ar-1

6Ap

r-16

May

-16

Jun-

16Ju

l-16

Aug-

16Se

p-16

Oct

-16

Nov

-16

Dec

-16

Jan-

17Fe

b-17

Mar

-17

Apr-1

7M

ay-1

7Ju

n-17

Jul-1

7Au

g-17

Sep-

17O

ct-1

7N

ov-1

7D

ec-1

7Ja

n-18

Feb-

18M

ar-1

8

Cent

s pe

r Sh

are

DGR Share Price versus Net Tangible Assets to 31 March 2018

CASH AND NET RECEIVABLES SOLG AJQ IRR ANW DHR OTHER

4

Worth more than the price

For

per

sona

l use

onl

y

DGR Global’s Reported Income – Past 5 Years

Financial Year Profit / Loss Total Comprehensive Income / Loss*

2013 ($4.3m) ($8.5m)2014 ($7.2m) $0.6m2015 $6.5m $1.3m2016 $0.6m $1.9m2017 $2.7m $88.9m

* Includes movements in marked to market financial assets (Refer Slide 8)

5

Rising profitability

For

per

sona

l use

onl

y

Growing Assets

DGR Global’s Balance Sheet Growth – Past 5 Years

Financial Year Total Assets Net Assets / Equity

2013 $33.3m $30.8m2014 $40.6m $35.8m2015 $41.2m* $36.5m*2016 $47.4m $44.1m2017 $176.5m $134.8m

* Following dividend payment

6For

per

sona

l use

onl

y

5 Year Reflection of DGR’s Investment in SolGold

7

Cost $13,082,198

$8,482,272

Value, $84,293,505

$135,577,543

$82,484,007

-$10 m

$10 m

$30 m

$50 m

$70 m

$90 m

$110 m

$130 m

$150 m

Share Cost vs Share Value30/06/15 - 28/2/18

Cost

Value

For

per

sona

l use

onl

y

$4,713,173

$5,280,497

$4,645,062

$37,140,658

$32,268,437

$29,206,575

$11,865,150 $11,258,187

$9,914,708

$12,548,044

$0 m

$4 m

$8 m

$12 m

$16 m

$20 m

$24 m

$28 m

$32 m

$36 m

$40 m

30/06/2015 31/12/2015 30/06/2016 31/12/2016 30/06/2017 31/12/2017

Share Cost

Share Value

Max Accounting Value

28/02/2018

3 Year Reflection of DGR’s Investment in IronRidge

8For

per

sona

l use

onl

y

Why DGR Global?Why DGR Global as a long‐term investment makes sense againstthe background of trends and changes taking place in the world.

9For

per

sona

l use

onl

y

Why DGR Global ?

DGR Global Offers One Entry Point For Exposure to...

A diverse range of commodities.

A diverse range of operational jurisdictions.

Multiple financial markets and international exchanges.

Traditional resources (gold, copper, gas) and technology‐driven resources (lithium, cobalt, tin).

Long‐term growth underpinned by forecast commodity demands.

Underlying projects ranging from infancy to maturity.

Emerging projects and yet‐to‐be‐listed companies.

Ongoing project and resource company generation. 

Market and financial due diligence of project selection and advancement.

Co‐investment with Tribeca Investment Partners

10For

per

sona

l use

onl

y

Why DGR Global ?

Diverse Range of Commodities

Copper SolGold, Auburn

LithiumDark Horse, IronRidge, 

Aus Tin

TinAus Tin

CobaltAus Tin, Auburn

Gas Armour

OilArmour, DGR (Uganda)

GoldSolGold, IronRidge & Dark Horse, Auburn

Iron OreIronRidge

11

ZincAuburn, Ripple 

(Armour)

NickelAuburn, Aus Tin

For

per

sona

l use

onl

y

Why DGR Global ?

Multiple Jurisdictions

GhanaGabonIvory CoastChadUganda

Solomon IslandsAustralia

Ecuador Argentina

International Stock Exchanges  (ASX, LSE, AIM, TSX)

12For

per

sona

l use

onl

y

1. Choose commodity, region and country

2. Seed raising, proof of concept, IPO

3. Exploration programs 

4. Resource definition, secondary raisings 

5. Development / Corporate takeover 

Phase 2

Phase 3

Phase 4

Phase 1

Pay dividends 

Re‐invest in new projects

Phase 5

Why DGR Global ?

Diversity of Project Maturity

13For

per

sona

l use

onl

y

Agreement with Tribeca Investment Partners $8 million subscription of convertible notes maturing in 2 years.  $2m optional funding tranche.

Convertible at $0.20 at Tribeca’s election.

12% interest rate, unsecured.

Ben Cleary joined the DGR Board.

Tribeca was rated as the best performing hedge fund for 2016 with a Net Return of 148% in the 2017 Preqin Global Hedge Fund Report.

14For

per

sona

l use

onl

y

Which Resources?Global urbanisation is increasing at an unprecedented rate which iscreating an enormous demand for natural resources.

As the World moves to urbanise and electrify, resource commodities willbe a key focus for long term growth and sustaining growth and lifestyles.

15For

per

sona

l use

onl

y

Factors Underpinning Future Demand for Resources

Which Resources?

The United Nations has predicted that by 2030 the World’s population will be 8.6 billion, andby 2050 it will be 9.8 billion.

Globally, life expectancy continues to increase, and populations are generally ageing.

Globally, populations (existing and forecast growth) are driving urbanisation

Infrastructure requirements for urbanisation continue to underpin the growth of traditionalresources (such as copper, gas, iron ore, bauxite, etc) and continuing technological innovationsare creating demand for other resources such as lithium, cobalt, tin, etc (Refer Slides 19 & 20).

Global energy demand will continue to underpin demand for oil and gas and battery metals,notwithstanding the emergence and growth of renewables (Refer Slides 17 & 19).

16For

per

sona

l use

onl

y

Forecast Demand for Gas Remains Strong – Armour Energy Which Resources?

Source:  BP Energy Outlook Report 2017

17For

per

sona

l use

onl

y

Australian Gas Forecast to Play a Major Role inSupply – Armour Energy 

Source:  BP Energy Outlook Report 2017

18

Regulatory impost in Australia gives way to free US exploration and markets

For

per

sona

l use

onl

y

Emerging Technologies and rising urbanisation Driving New Resource Demands

Source:  Visual Capitalist website

19

Which Resources?

IronRidge Dark Horse

Aus Tin

For

per

sona

l use

onl

y

DGR covers the 3 metals with the greatest upside plus copper 

Aus Tin

IronRidge, Dark HorseAus Tin

Source: MIT

20For

per

sona

l use

onl

y

Source: LME Macquarie Research

Urbanisation Driving Future Demand For Copper

21

Which Resources?

For

per

sona

l use

onl

y

Data derived from USGS(Singer, Berger, & Moring, 2008)

Andean Copper Belt – production base of around half the world’s copper

New Discoveries being made – under-explored northern portion of Andean Copper Belt

SOLGOLD - Giant Copper-Gold Deposits - look where there’s lots of them

Solomon IslandsWell explored – excepting Kuma and Mbetilonga.

QueenslandWell explored

EcuadorClassical porphyry geology, blossoming mining industry. Gone from “Red light” to “Green light”.

22For

per

sona

l use

onl

y

Relatively under-explored Eocene Porphyry Belt - Ecuador• Late Eocene–Early Oligocene from 43 – 31 Ma

• The most significant metallogenic epoch

• Giant porphyry Copper deposits formed in Chile

*after Kuraminerals.com, Kura Geoscience SpA, 2016

Porphyry Deposits of Northern Chile 25% of global copper production

Northern Ecuador

Eocene BeltUnder-

exploredweakly defined

CASCABEL

200Mt of copper

produced from these deposits

23For

per

sona

l use

onl

y

Cascabel is Eocene38.6Ma

Chile is arid & ore bodies exposed ‐ Lots of them

Ecuador is sub-tropical, ore bodies are concealed - Yet to be discovered!

Ecuadorian Porphyry Belts to yield more large porphyry copper and gold discoveries

Age Dated South American Porphyry Deposits (Age / Tonnage / Contained Cu / Cu Grade)M

illion

Ton

nes

Million Years

Cascabel Target

Ecuador’s Porphyry Belts Being Revealed

24For

per

sona

l use

onl

y

3 hour drive from Quito

180 km from a deep water ports at Esmeraldas, 100 km from San Lorenzo

International Hydro Power network 30km – 5 per KWH

Local workforce

Excellent sealed, multi lane roads

Fresh Water adjacent

Elevation 600 – 1,800m

Delivers significant CAPEX advantages for SolGold at Cascabel (compared to a virgin development in high Chilean Andes)

ECUADOR’S GIFT IS CASCABEL’S ADVANTAGEOIL REVENUES FUNDED OUTSTANDING INFRASTRUCTURE, HEALTHCARE AND EDUCATION

Cascabel has plenty

of water

Enroute to Cascabel

Existing hydro power

at Carolinas

Pacific port at Esmeraldas ECUADOR

25For

per

sona

l use

onl

y

BORNITE – 63% CU, CORE OF THE PORPHYRY SYSTEMHIGH GRADE CONCENTRATE

Hole 37 at Alpala Northwest Hole 24, 824m26F

or p

erso

nal u

se o

nly

SolGold’s Cascabel Project

• Alpala continues to be drilled to grow the Maiden JORC Resource announced 3 January 2018 

• Aguinaga currently being drilled – in mineralisation from 295m

• Trivinio and Moran prospects (yet to be drilled) could potentially double the Alpala resource

27For

per

sona

l use

onl

y

28

SolGold’s Regional Program

• SolGold has extensive tenure in other regions of Ecuador – 100% owned

• New copper and gold discoveries from surface sampling of numerous project locations announced, with work continuing. 

For

per

sona

l use

onl

y

DGR Global Limited

Nick Mather | CEO nmather@dgrglobal.com.au

Karl Schlobohm | Company Secretary kschlobohm@dgrglobal.com.au 

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

Twitter: @DGRGlobalASX:DGR | www.dgrglobal.com.au 

DGR Global Contact Points

29For

per

sona

l use

onl

y