Dacian Gold Limited
Annual Report 2019

Plain-text annual report

ANNUAL REP ORT TABLE OF CONTENTS Corporate Directory Chairman’s Letter to Shareholders ......................................................................... i Review of Operations ............................................................................................ ii Resources and Reserves ...................................................................................... xii Community .......................................................................................................... xv Annual Financial Statements ................................................................................. 1 Directors’ Report ................................................................................................... 2 Auditor’s Independence Declaration .................................................................. 20 Consolidated Statement of Profit or Loss and Other Comprehensive Income ..................................................................... 21 Consolidated Statement of Financial Position .................................................... 22 Consolidated Statement of Changes In Equity .................................................... 23 Consolidated Statement of Cash Flows ............................................................... 24 Notes to the Financial Statements ...................................................................... 25 Directors’ Declaration ......................................................................................... 61 Independent Auditor’s Audit Report ................................................................... 62 ASX Additional Information ................................................................................. 69 Tenement Schedule ............................................................................................. 71 CORPOR ATE GOVERNANCE In recognising the need for the highest standards of corporate behaviour and accountability, the Directors of the Company support and have adhered to the principles of corporate governance. The Company’s corporate governance statement may be accessed on the Company’s website at www.daciangold.com.au. CORPORATE DIRECTORY DIRECTORS Rohan Williams Barry Patterson Robert Reynolds Ian Cochrane Executive Chairman & CEO Non-Executive Director Non-Executive Director Non-Executive Director COMPANY SECRETARY Kevin Hart REGISTERED OFFICE AND PRINCIPAL PLACE OF BUSINESS Level 2, 1 Preston Street Como WA 6152 AUDITOR KPMG 235 St Georges Terrace PERTH WA 6000 SHARE REGISTRY Computershare Investor Services Pty Ltd Level 11, 172 St Georges Terrace, Perth WA 6000 STOCK EXCHANGE LISTING The Company’s shares are quoted on the Australian Securities Exchange. The home exchange is Perth, Western Australia. ASX CODE DCN – Ordinary shares COMPANY INFORMATION The Company was incorporated and registered under the Corporations Act 2001 in Western Australia on 23 November 2011. The Company is domiciled in Australia. CONTACT Telephone: Facsimile: Email: Website: 08 6323 9000 08 6323 9099 info@daciangold.com.au www.daciangold.com.au CHAIRMAN’S LET TER TO SHAREHOLDERS Dear Fellow Shareholders, On behalf of your Board of Directors I am pleased to present to you Dacian Gold’s seventh Annual Report for the financial year ended 30 June 2019 at a time when the Australian gold industry is experiencing record high gold prices. The 2019 year started well and unfortunately ended on a low note following missing production guidance in the June quarter. It was a disappointing end to what was otherwise a strong production performance in our very first year of being Australia’s newest gold producer. For the full year, Dacian produced 138,911 ounces of gold which, from when gold was first mined at Mt Morgans in the late 1890s, is the highest annual production level yet achieved. The underground operations at Westralia produced over 830,000 tonnes of ore which contained 85,000 ounces of gold. The Jupiter open pit produced a total of almost 2 million tonnes of ore for 65,000 ounces of gold. The processing plant had an excellent first year of throughput with over 2.6 million tonnes of ore processed – already exceeding the nameplate capacity of 2.5 million tonnes per annum. Gold recovery from the treatment plant averaged 95.1% for the full year, another excellent result. On the 1st January 2019, the Company declared Commercial Production at its Mt Morgans operation. Other milestones achieved during the year included increasing Ore Reserves at Mt Morgans by 16% to 1.4 million ounces of gold and increasing measured and indicated mineral resources by 11% to 2.5 million ounces of gold. In early July 2019, we released a life of mine (LOM) plan for Mt Morgans. The LOM plan sees 1.1 million ounces of gold mined over the next 8 years from Mt Morgans at an average all-in-cost (inclusive of all capital expenditure) of A$1,280- 1,380 per ounce. The first 5 years averages 170,000 ounces of gold production each year with the maximum forecast production of 189,000 ounces of gold in FY2022. As with previous years, Dacian was busy on the exploration front with over 57km of drilling completed. Most of the drilling activity centred on the Westralia area with over 38km of diamond drilling completed. The highlight of the Westralia exploration drilling was the discovery of the Phoenix Ridge gold deposit. Drilling at Phoenix Ridge returned several of the best exploration drill intersections yet recorded at Mt Morgans, and included 1.7m @ 127g/t gold, 31m @ 6.3g/t gold and 14.3m @ 12.7g/t gold. The maiden resource estimate for Phoenix Ridge was released in October 2019 and showed an initial resource of 125,000 ounces at the high grade of 8.1g/t gold. Infill drilling into Phoenix Ridge is continuing and we are hopeful we will be able to generate a new, high-grade production source for Mt Morgans in the near term. i DAC I A N G O L D  | ANNUAL REPORT 2019 This FY2020 year is forecast to produce between 150,000- 170,000 ounces of gold at an all-in-cost (inclusive of all capital expenditure) of A$1,400-1,500 per ounce. The Company delivered a strong first quarter of FY2020 with over 42,000 ounces of gold production that delivered $20 million in operational cash flow. Cash and gold on hand at the end of September 2019 was $54 million, up from the $45.6 million at the end of June 2019. The increase in cash from the end of June 2019 to the end of September 2019 was all the more significant because we also made a $10.8 million debt repayment in the September. At the end of September Dacian’s outstanding bank debt was $94.7 million. The Company has learnt a lot from its first full year of production at Mt Morgans. We have made changes in how we plan, execute and account for our mining activities – all of which is not unusual for a new mining operation. At the time of writing this report, our mill-reconciled production when compared to the corresponding grade control models for all of our production to date over the last 18 months, is sitting at 100.2%. This is an excellent result for a new mine start- up. We will continue to look for operation improvements that enhance the financial performance at Mt Morgans. Delivering on stated production guidance and costs is of paramount importance for the Company. In closing, I would like to thank all our dedicated staff, contractors and stakeholders for their support throughout the year. Their continued hard work in ‘getting the job done’ is integral to the ongoing success of Dacian. On behalf of the Directors of the Company, I would also like to thank all of our shareholders for their continued support and interest in the Company. Rohan Williams Executive Chairman REVIEW OF OPERATIONS INTRODUCTION AND DACIAN GOLD LIMITED’S CORPORATE OBJECTIVE Dacian Gold Limited’s Mt Morgans Gold Operation (MMGO) is located 25km west of Laverton, being approximately 750km north-east of Perth in Western Australia (see Figure 1). The MMGO is a 520 km² tenement package comprising predominantly granted mining leases. It is situated in the Laverton gold district, which is known to contain approximately 30 million ounces of gold, making it the second highest endowed gold district in Western Australia, behind Kalgoorlie. Several milestones were achieved during the financial year with the focus centred on ramping up the MMGO to steady- state production levels, and included the following key milestones: • The Company’s first year of gold production resulted in the production of 138,911 ounces of gold; • Commercial production was declared on 1 January 2019; • MMGO Ore Reserves increased by 16% to 1.4Moz; • Measured and Indicated Resources increased by 11% to 2.5Moz; • Total Mineral Resources for MMGO now comprise 55.2Mt at 2.1g/t Au for 3.65Moz; • An updated 8-year Life-of-Mine Plan for MMGO under- pinned by 1.1Moz in total gold production was released; and • A maiden resource of 125,000 ounces at 8.1g/t for the newly discovered Phoenix Ridge project was released. Each of the key achievements completed during FY2019 is described in more detail in the following pages under Figure 1: Location of Dacian Gold’s Mt Morgans Gold Operation area in Western Australia the headings: First Year of Gold Production Delivers 138,911 Ounces; Mt Morgans Gold Operation and Mine Development; Updated Life-of-Mine Plan; and Exploration and Drilling. Also included after the Review of Operations is an updated Mineral Resource and Ore Reserve statement. Dacian Gold’s corporate objective is to cement its position as an Australian mid-tier gold producer. Coupled with a strong focus on exploration, the Company remains confident it can realise the undiscovered gold endowment that it believes is to be found at Mt Morgans. Figure 2: Location map showing Dacian Gold’s 100%-owned MMGO tenure (orange), including the Westralia, Jupiter, and Cameron Well Deposits. Also shown is the location of key infrastructure, as well as proximal multi-million ounce gold deposits. DAC I A N G O L D  | ANNUAL REPORT 2019 ii REVIEW OF OPERATIONS FIRST YEAR OF GOLD PRODUCTION DELIVERS 138,911 OUNCES The Company completed its first full-year of production in FY2019, producing 138,911 ounces. The treatment plant processed over 2.6Mt at a head grade of 1.7g/t with average recoveries of 95%. The Company reported its inaugural All-In-Sustaining-Cost in the second half of the financial year, averaging $1,500/oz over that period. For FY2020, the Company expects to produce between 150,000-170,000 ounces at an MMGO All-In Cost of $1,400- $1,500/oz. A summary of key operating statistics for FY2019 is provided in Figure 3 below: Q/Q FY19 Underground Stope Ore Mined Development Ore Mined Total Ore Mined Mined Ore Grade Contained Gold Mined Ore Mining Rate Metres Developed - Capital Metres Developed - Operating Total Development Open Pit Ore Mined Mined Ore Grade Contained Gold Mined Ore Mining Rate Waste Mined All Mining Ore Mined Mined Ore Grade Contained Gold Mined Processing Ore Milled Processed Grade Contained Gold Gold Recoveries Mill Throughput Gold Produced Gold Sold Gold-on-Hand Average Sell Price AISC (Produced Gold) Unit SQ DQ MQ JQ kt kt kt g/t oz tpd m m m kt g/t oz tpd kbcm kt g/t oz kt g/t oz % tpd oz oz oz A$/oz A$/oz 101 76 177 3.3 18,999 1,924 1,678 1,689 3,367 443 0.8 11,419 4,896 1,887 620 1.5 30,418 681 1.4 30,879 94.9% 7,402 29,316 29,249 5,445 1,734 - 113 82 195 4.2 25,925 2,137 1,355 1,945 3,300 537 0.9 15,304 5,838 2,107 732 1.8 41,229 630 2.0 40,775 93.0% 6,842 37,934 34,055 9,913 1,733 - 197 53 250 3.0 23,637 2,778 984 1,815 2,799 445 0.9 13,007 4,944 2,089 694 1.6 36,644 688 1.7 36,641 96.0% 7,644 35,003 39,315 4,474 1,770 1,488 185 30 215 2.5 16,959 2,360 1,712 698 2,410 572 1.4 25,158 6,288 2,212 787 1.7 42,117 665 1.8 37,754 97.0% 7,310 36,658 35,685 5,026 1,764 1,519 Figure 3: Summary of MMGO operating statistics for FY2019 iii DAC I A N G O L D  | ANNUAL REPORT 2019 REVIEW OF OPERATIONS MT MORGANS GOLD OPERATION AND MINE DEVELOPMENT 2.5Mtpa CIL Treatment Plant At MMGO, commercial production was declared on 1 January 2019 with the mine officially transitioning into producer status following the achievement of this key milestone. The milestone was achieved following a steady build up in processing rates at the MMGO treatment plant, as well as increasing underground and open pit productivities during the first half of financial year 2019. Figure 4: Aerial view of the back-end of the 2.5Mtpa treatment plant at MMGO showing ball and SAG mills; CIL tanks, gold room, water storage and the gas-fired power station Figure 5: Coarse ore stockpile, SAG and ball mill assembly DAC I A N G O L D  | ANNUAL REPORT 2019 iv REVIEW OF OPERATIONS MT MORGANS GOLD OPERATION AND MINE DEVELOPMENT Jupiter Mine Area The Jupiter mine area continued to advance during the financial year with the Heffernans deposit the primary source of ore mining. Mining activities focused on accessing the high-grade Cornwall Shear Zone (CSZ) in the latter part of the financial year. Ore mining rates averaged over 5,500tpd throughout the year. Figure 6 : Aerial view of mining activities at the Heffernans Pit during the year. Westralia Mine Area The Westralia mine area is located immediately below the historic Westralia open pit from which the access portals to the Beresford and Allanson underground mines are located. After mining over 180 stopes since commencement of mining activities at Westralia, mined dilution levels were consistently in line with design expectations. in Beresford South and North were well progressed both stoping and development activities during the year, providing the majority of underground ore. At Allanson, development advanced in the second half of the year with stoping rates contributing to overall mining activities at the time of this report. The Company also accelerated underground grade control drilling through the year. v DAC I A N G O L D  | ANNUAL REPORT 2019 REVIEW OF OPERATIONS MT MORGANS GOLD OPERATION AND MINE DEVELOPMENT Figure 7: Underground jumbo development Figure 8: Good stoping conditions have been observed in the first year of production at Westralia UPDATED LIFE-OF-MINE PLAN1 The Company released an updated Life-of-Mine (LOM) mine plan that demonstrates over one million ounces of gold production over an 8-year period with the first 5 years averaging 170,000 ounces per annum (see ASX release 10 July 2019). The updated 8-year MMGO LOM is for the period FY2020 – FY2027. Over the 8-year LOM period a total of 1.08 million ounces is forecast to be produced1. The MMGO All-in-Cost (AIC) for this production is A$1,280-A$1,380/oz (which is inclusive of all capital expenditure). Based on an assumed gold price of A$1,800/oz and a discount rate of 5%, the discounted pre-tax MMGO cash flows over the initial 8-year LOM are forecast to be in excess of A$420 million. Figure 9 below summarises the updated LOM mine plan annual production profile and associated AIC (inclusive of all capital) for MMGO to FY2027. Note the aggregate production in FY2026 and FY2027 of approximately 105,000 ounces is predominantly from the treatment of existing low grade stockpiles. The LOM plan demonstrates an average annual production rate of 170,000oz over the first 5 years through to FY2024 at an average MMGO AIC (inclusive of all capital) of A$1,340 – A$1,440/oz. FY20 FY21 FY22 FY23 FY24 FY25 FY26 FY27 FY20-24 Average Production (Koz) 150-170 174 189 176 148 117 65 40 170 MMGO AIC (A$/oz) 1,350-1,450 1225-1,325 1,350-1,450 1,325-1,425 1,400-1,500 1,025-1,125 1,140-1,240 1,025-1,125 1,390 Figure 9: Updated MMGO LOM plan annual production and All-in-Cost profile 1Cautionary Statement: The LOM plan is based partly on Inferred Mineral Resources (8% of the LOM) – please refer to page viii for a Cautionary Statement regarding the low level of geological confidence in Inferred Mineral Resource DAC I A N G O L D  | ANNUAL REPORT 2019 vi REVIEW OF OPERATIONS UPDATED LIFE-OF-MINE PLAN Figure 10 shows the individual production sources for the next 6 years to FY2025 and Figure 11 shows what proportion of each of those years is underpinned by Ore Reserve and Inferred Mineral Resource. 200,000 175,000 150,000 125,000 100,000 75,000 50,000 d e c u d o r P s e c n u O FY21 FY22 FY20 Westralia Cameron Well King St Stockpiles FY24 FY23 Jupiter Transvaal Morgans North/Phoenix Potential Converson of Established Mineral Resources FY25 Figure 10: Updated MMGO LOM mine plan by production source. Note the cross-hatched areas shown in FY24 and FY25 are not included in the Production Target in this report 200,000 175,000 d e c u d o r P s e c n u O 150,000 125,000 100,000 75,000 50,000 FY20 FY21 FY22 FY23 FY24 FY25 2018 Ore Reserve 2018 Inferred Resource Figure 11: MMGO LOM mine plan production source by classification vii DAC I A N G O L D  | ANNUAL REPORT 2019 REVIEW OF OPERATIONS UPDATED LIFE-OF-MINE PLAN Cautionary Statement: The LOM plan is a Production Target that contains 92% Ore Reserve and 8% Inferred Mineral Resource. There is a low level of geological confidence associated with Inferred Mineral Resource and there is no certainty that further exploration work will result in the conversion to Indicated Mineral Resource or that the Production Target itself will be realised. Figures 10 and 11 show that the LOM mine plan has a consistent base load of Westralia and Jupiter Ore Reserves of approximately 150,000oz per annum through to FY2023 at which time the current Ore Reserves at Westralia are depleted and underground production turns to the Transvaal Ore Reserve. Peak gold production is in FY2022 with 189,000oz sourced from Westralia, Jupiter and Cameron Well. The Company is confident it can convert existing Mineral Resources and identify extensions to known Ore Reserves to increase production levels from FY2024 and beyond, as shown in Figure 10. Sources of Ore Reserve extension and conversion of existing Mineral Resources are potentially available at Westralia, Cameron Well and Jupiter. Figure 12 below shows the key operating outputs from the MMGO mine plan through to FY2025. As noted in Figure 9, FY2026 and FY2027 exhibit lower production levels based on processing of existing stockpiles. The MMGO treatment plant has consistently operated above nameplate operating rates of 2.5Mtpa in various ore types since commissioning, and the Company expects these processing levels to continue. FY20 FY21 FY22 FY23 FY24 FY25 Processed Grade Recoveries Production (Mtpa) (g/t) (%) (Koz) 2.7 2.0 94 150-170 2.9 2.0 94 174 2.9 2.2 94 189 2.9 2.0 94 176 2.9 1.7 94 148 2.9 1.3 94 117 Figure 12: Key operating summary outputs for MMGO LOM FY20-24 Average 2.9 2.0 94 170 The location of all production sources shown in Figures 10 and 11 are shown in Figure 13. Note the close proximity of the processing plant to all LOM mine plan production sources. the Company is focused on ongoing conversion of Inferred Mineral Resource and is pursuing the targeted areas to the north of Beresford and Allanson for potential resource growth. As discussed above the Company is confident that through ongoing Mineral Resource conversion and extensional drilling, specifically at Westralia, sustaining an annual production rate of 170,000ozpa through to FY2025, as well as extending mine life, is achievable. In this regard, Recent drilling success at Phoenix Ridge (see Exploration and Drilling section), as well as at Cameron Well, provides strong validation that the Company’s current exploration model has the potential for new areas of production. Figure 13: Location Map of MMGO LOM mine plan production sources DAC I A N G O L D  | ANNUAL REPORT 2019 viii REVIEW OF OPERATIONS EXPLORATION AND DRILLING Westralia Mine Area Exploration Activity Exploration drilling at the Westralia Mine Area during the year focussed on testing areas outside the existing Ore Reserve and Mineral Resource boundaries. Approximately 38,000m of diamond drilling was conducted over three principal areas: (i) An area north of, and down-plunge of an interpreted high grade trend, below the historic Morgans Nth open pit. This drilling led to the high-grade discovery of the Phoenix Ridge Mineral Resource as shown in Figure 14 below; (ii) An undrilled section of the ore-hosting banded iron formation (BIF) lying between the north end of the Beresford North Ore Reserve and the south end of the Allanson Ore Reserve. This area is referred to in Figure 14 as Area 1; and (iii) The area between the northern limits of the Allanson Ore Reserve and the Morgans North open pit. This area is described as Area 2 in Figure 14. Figure 14: Longitudinal section of the Westralia Mine Area showing the location of the Beresford and Allanson underground mines; as well as the location of the Phoenix Ridge Discovery and Areas 1 and 2 which were also successful in identifying mineralised extensions to existing Ore Reserves and Mineral Resource. Note the Drill Target areas shown as blue arrows are based on high-grade trends seen in the mine environment. (i) Phoenix Ridge Discovery The Phoenix Ridge Discovery was made by drill-testing along the same high-grade trend direction observed in the mine environment at Beresford and Allanson, below and to the north of the historic Morgans North open pit (see ASX release of 20 June 2019). The discovery is located only 15km north-east of the MMGO treatment plant and 750m north of the Allanson Ore Reserve. It has a broadly similar geological setting to that seen at Allanson and returned some of the thickest and highest grade intersections Dacian has encountered at Westralia, including: • 1.7m @ 127.0g/t Au in 19MMDD0501 (see Figure 15) • 31.0m @ 6.3g/t Au in 19MMDD0523 • 14.3m @ 12.7g/t Au in 19MMDD0496 • 3.2m @ 12.5g/t Au in 19MMDD0497 ix DAC I A N G O L D  | ANNUAL REPORT 2019 Figure 15: Strong development of visible gold in 19MMDD0501 which returned 1.7m @ 127g/t Au REVIEW OF OPERATIONS EXPLORATION AND DRILLING Three of the four high grade results from the discovery intersections listed above are located on the same section, referred to as the Phoenix Ridge Discovery Section, and repeated below as Figure 16. Note the high grade mineralisation is defined over a continuously interpreted dip extent of over 200m. Subsequent drilling resulted in the release of a maiden Inferred Mineral Resource of: 481,000t @ 8.1g/t Au for 125,000 ounces (see ASX release 3 October 2019) (ii) Area 1 Drilling – Between the Beresford North and Allanson Ore Reserves Twenty-two diamond drill holes were drilled into a previously undrilled area measuring 350m x 300m and located between the Beresford North and Allanson Ore Reserves (referred to as Area 1 in Figure 14). The drilling was prioritised in order to test for economic mineralisation that, if present, may warrant the development of an additional decline at Westralia and provide possible near-term production opportunities. The Company is optimistic that with ongoing infill-drilling there is a strong potential that Phoenix Ridge may become a new, near-term production source for the MMGO. Drilling was conducted on broadly 50-100m spaced centres and returned numerous highly encouraging intersections including (see ASX release of 21 February 2019): • 16.15m @ 7.7g/t Au in 18MMDD0477W1 • 9.55m @ 6.4g/t Au in 18MMDD0477 • 5.90m @ 7.0g/t Au in 18MMDD0435W2 • 6.00m @ 7.8g/t Au in 18MMDD0447 • 6.25m @ 5.1g/t Au in 18MMDD0451 • 4.85m @ 4.4g/t Au in 18MMDD0447W1 • 2.75m @ 6.2g/t Au in 18MMDD0449 • 2.80m @ 6.4g/t Au in 18MMDD0454 • 7.50m @ 3.1g/t Au in 18MMDD0477 The high grade results confirmed the flat, north plunge direction of the high grade shoots commonly observed throughout the Westralia ore system. (iii) Area 2 Drilling– North of the Allanson Ore Reserve Seventeen broad-spaced diamond drill holes were drilled north of the Allanson Ore Reserve testing for the flat, north- plunging high-grade extensions observed throughout the Westralia mine, and successfully targeted in the Phoenix Ridge Discovery and the Area 1 Drilling, referred to above. Drilling confirmed the flat, north-plunging high grade trends seen in the upper levels of Allanson continues for up to 300m north of the Allanson Ore Reserve. Better results from this drilling include (see ASX release of 21 February 2019): • 3.00m @ 33.0g/t Au in 15MMRD021W1 • 1.30m @ 9.4g/t Au in 15MMRD021W1 • 3.10m @ 5.4g/t Au in 18MMDD0471 • 5.80m @ 2.6g/t Au in 18MMDD0467 • 1.35m @ 3.8g/t Au in 18MMDD0460 DAC I A N G O L D  | ANNUAL REPORT 2019 x Figure 16: Phoenix Ridge Discovery Section showing the location of several thick and high grade drill results over approximately a 200m dip-extent REVIEW OF OPERATIONS EXPLORATION AND DRILLING (CONT.) Cameron Well Exploration Activity Cameron Well has an existing 245,000 ounce Mineral Resource which includes a maiden oxide Ore Reserve of 1.3Mt @ 1.1 g/t gold for 45,000 ounces (see ASX release 18 December 2018). The current Mineral Resource is centrally located within a large 6km² near-surface oxide gold anomaly discovered by Dacian Gold (see ASX release 6 August 2018). The Mineral Resource area is drilled by RC drilling techniques and represents only 25% of the size of the 6km2 near surface oxide anomaly. As part of an ongoing drilling campaign at Cameron Well since the declaration of the maiden Ore Reserve, 64 RC drill holes for approximately 7,200m were reported (see ASX release of 21 February 2019), with drilling of those holes focused on testing within the Inferred Mineral Resource zones that define mineralised extensions of the Ore Reserve, and infill-drilling below and within existing Ore Reserve pit shells. Better results returned form the drilling programs included: (i) Significant Results within Inferred Resources along strike from the Ore Reserve • 2m @ 11.8g/t Au in 18CWRC0446 • 4m @ 4.2g/t Au in 18CWRC0446 • 3m @ 2.3g/t Au in 18CWRC0473 • 3m @ 2.4g/t Au in 18CWRC0474 • 1m @ 12g/t Au in 18CWRC0476 • 9m @ 1.2g/t Au in 18CWRC0476 • 1m @ 8.9g/t Au in 18CWRC0474 (ii) Significant Results within and below the Ore Reserve • 12m @ 3.8g/t Au in 18CWRC0456 • 6m @ 2.7g/t Au in 18CWRC0459 • 8m @ 2.4g/t Au in 18CWRC0430 • 5m @ 2.4g/t Au in 18CWRC0427 • 10m @ 1.6g/t Au in 18CWRC0440 • 4m @ 3.4g/t Au in 18CWRC0449 • 4m @ 2.0g/t Au in 18CWRC0465 Drilling remains ongoing at Cameron Well with programs designed to continue infilling and extending mineralisation around the current Ore Reserve open pits, as well as testing the depth expression of those primary structures located beneath the 6km2 oxide gold anomaly. During the year the Company announced Ore Reserves at MMGO increased 16% to 1.39Moz. An updated Ore Reserve and Mineral Resource Statement is provided in the following section of this Annual Report. xi DAC I A N G O L D  | ANNUAL REPORT 2019 RESOURCES AND RESERVES 2019 MINERAL RESOURCES & ORE RESERVES STATEMENT (DCN: 100%) Table 1: Mt Morgans Gold Operation Mineral Resources Cut-off Grade Measured Indicated Inferred Total Mineral Resource Au g/t Tonnes Au g/t Au Oz Tonnes Au g/t Au Oz Tonnes Au g/t Au Oz Tonnes Au g/t Au Oz 1,304,000 5.3 222,000 4,662,000 5.1 767,000 4,018,000 4.1 528,000 9,985,000 4.7 1,518,000 2,363,000 1.3 101,000 21,979,000 1.3 954,000 5,353,000 1.1 188,000 29,695,000 1.3 1,242,000 - - - 3,494,000 0.5 58,000 - - - - - - 525,000 2.0 34,000 525,000 2.0 34,000 - - - 3,494,000 0.5 58,000 - - - 3,465,000 1.1 117,000 2,808,000 1.4 127,000 6,273,000 1.2 245,000 367,000 5.8 68,000 404,000 5.3 69,000 482,000 4.7 73,000 1,253,000 5.2 210,000 - - - - - - - - - - - - - - - 160,000 4.1 21,000 422,000 4.0 55,000 582,000 4.1 76,000 413,000 1.2 16,000 309,000 0.9 9,000 722,000 1.1 25,000 69,000 8.2 18,000 120,000 7.1 27,000 189,000 7.5 46,000 - - - 532,000 2.0 33,000 532,000 2.0 33,000 151,000 0.9 4,000 - - - 1,276,000 0.7 30,000 - - - - - - 1,276,000 0.7 30,000 151,000 0.9 4,000 7,678,000 1.8 453,000 32,428,000 1.9 1,992,000 14,570,000 2.3 1,075,000 54,676,000 2.0 3,520,000 Deposit Westralia Jupiter Jupiter UG Jupiter LG Stockpile Cameron Well Transvaal Ramornie Maxwells Craic* King St* Low Grade Stockpiles Mine Stockpiles MINERAL RESOURCE 1 July 2018 * JORC 2004 2.0 0.5 1.5 0.5 0.4 2.0 2.0 0.5 2.0 0.5 0.5 0.5 Other than Cameron Well all Mineral Resource estimates are at 1 July 2018. Cameron Well Resource estimate is at 31 July 2018. There has been no change to the previously reported Mineral Resources (Table 1) since the 2018 Mineral Resources and Ore Reserves Statement. The Company expects to update the MMGO resources table in late 2019. It is noted that reported 2019 full year production has depleted the reported Mineral Resource by approximately 155,000ozs. Since 30 June 2019, the Mineral Resource estimates for MMGO have increased due to the inclusion of the maiden Mineral Resource estimate for Phoenix Ridge being an inferred Mineral Resource estimate of 481,000t at 8.1g/t for 125,000 ounces (Refer ASX release, 3 October 2019). Deposit Beresford UG Allanson UG Westralia UG Low Grade Transvaal UG Jupiter OP Cameron Well OP Jupiter Low Grade Stockpile Low Grade Stockpiles Mine Stockpiles ORE RESERVE 1 July 2018 Table 2: Mt Morgans Gold Operation Ore Reserves Cut-off Grade Au g/t Proved Probable Total Tonnes Au g/t Au Oz Tonnes Au g/t Au Oz Tonnes Au g/t Au Oz 1.2/2.1* 749,000 4.3 104,000 2,355,000 1.2/2.1* 0.5/1.8* - - 1.4 0.5 0.4 0.5 0.5 0.5 193,000 2,213,000 - 3,494,000 - 151,000 6,799,000 - - 4.7 1.2 - 0.5 - 0.9 1.3 - - 1,175,000 458,000 29,000 325,000 88,000 13,049,000 - 1,300,000 58,000 - - 1,276,000 4,000 - 3.5 5.0 1.2 3.4 1.3 1.1 - 0.7 - 265,000 3,104,000 188,000 1,175,000 18,000 458,000 36,000 518,000 523,000 15,262,000 45,000 1,300,000 - 3,494,000 30,000 1,276,000 - 151,000 284,000 19,938,000 1.7 1,105,000 26,737,000 3.7 5.0 1.2 3.9 1.2 1.1 0.5 0.7 0.9 1.6 369,000 188,000 18,000 65,000 611,000 45,000 58,000 30,000 4,000 1,389,000 * Development and Stoping cut-off grades. Rounding errors will occur. There has been no change to the previously reported Ore Reserves (Table 2), (refer ASX Release, 18 December 2018). The Company expects to update the MMGO Ore Reserve in late 2019. It is noted that reported 2019 financial year production has depleted the reported Reserves by approximately 155,000ozs. DAC I A N G O L D  | ANNUAL REPORT 2019 xii RESOURCES AND RESERVES 2019 MINERAL RESOURCES & ORE RESERVES STATEMENT (DCN: 100%) Governance Mineral Resources Dacian Gold maintains strong governance and internal controls in respect of its estimates of Mineral Resources and Ore Reserves and the estimation process. Dacian Gold ensures its sampling techniques, data collection, data veracity and the application of the collected data is at a high level of industry standard. Contract RC and diamond drilling with QA/QC controls approved by Dacian Gold, are used routinely. All completed holes are subject to downhole gyro or EMS surveys and collar coordinates surveyed with DGPS. All drill holes are logged by Dacian Gold geologists. Diamond core is oriented and photographed. Dacian Gold employs field QC procedures, including addition of standards, blanks and duplicates ahead of assaying which is undertaken using industry standards including fire assay at Intertek and Bureau Veritas laboratories in Perth and Kalgoorlie. Assay data is continually validated and stored in DataShed. Geological models and wireframes are built using careful geological documentation and interpretations, all of which are validated by peer review. Resource estimation is undertaken by independent consultants and reported under JORC 2012. Estimation techniques are industry standard and include block modelling using Ordinary Kriging. Application of other parameters including cut off grades, top cuts and classification are all dependent on the style and nature of mineralisation being assessed. Ore Reserve estimation is overseen by in-house mining engineers using third party consultants to complete feasibility studies in mining, metallurgical, geotechnical, environmental and social matters. Results are verified by independent third party ore reserve specialist consultancies. Competent Person Statement Exploration The information in this report that relates to Exploration Results is based on information compiled by Mr Rohan Williams who is a Member of the Australasian Institute of Mining and Metallurgy. Mr Williams holds shares and options in, and is a director and full time employee of, Dacian Gold Limited. Mr Williams has sufficient experience which is relevant to the style of mineralisation under consideration to qualify as a Competent Person as defined in the 2012 edition of the “Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves”. Mr Williams consents to the inclusion in the report of the matters based on the information compiled by him, in the form and context in which it appears. The information in this report that relates to Mineral Resources for Westralia, Jupiter, Cameron Well, Ramornie, Mine and Low Grade Stockpiles (Refer ASX release, 6 August 2018), and Transvaal (Refer ASX release, 16 September 2015) is based on information compiled by Mr Shaun Searle who is a Member of the Australian Institute of Geoscientists and a full-time employee of Ashmore Advisory. Mr Searle has sufficient experience which is relevant to the style of mineralisation and type of deposit under consideration 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, Mineral Resources and Ore Reserves. Mr Searle consents to the inclusion in the report of the matters based on his information in the form and context in which it appears. The information in this report that relates to Mineral Resources for Craic and King Street is based on information compiled by Mr Rohan Williams, who is a Member of The Australasian Institute of Mining and Metallurgy. Mr Williams holds shares and options in, and is a director and full time employee of, Dacian Gold Ltd. Mr Williams has sufficient experience which is relevant to the style of mineralisation and type of deposit under consideration 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, Mineral Resources and Ore Reserves. Mr Williams consents to the inclusion in the report of the matters based on his information in the form and context in which it appears. Where the Company refers to the Mineral Resources and Ore Reserves in this report (referencing previous releases made to the ASX), it confirms that it is not aware of any new information or data that materially affects the information included in that announcement and all material assumptions and technical parameters underpinning the Mineral Resource estimate and Ore Reserve estimate with that announcement continue to apply and have not materially changed. The Company confirms that the form and context in which the Competent Persons’ findings are presented have not materially changed from the original announcement. All information relating to Mineral Resources and Ore Reserves (other than the King Street and Craic) were prepared and disclosed under the JORC Code 2012. The JORC Code 2004 King Street and Craic Mineral Resource has not been updated since to comply with the JORC Code 2012 on the basis that the information has not materially changed since it was last updated. xiii DAC I A N G O L D  | ANNUAL REPORT 2019 RESOURCES AND RESERVES 2019 MINERAL RESOURCES & ORE RESERVES STATEMENT (DCN: 100%) Ore Reserves The information in this report that relates to Ore Reserves for the Westralia Mining Area (see ASX announcement 18 December 2018) is based on information compiled or reviewed by Mr James Howard. Mr Howard has confirmed that he has read and understood the requirements of the 2012 Edition of the Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves (JORC Code 2012 Edition). Mr Howard is a Competent Person as defined by the JORC Code 2012 Edition, having more than five years’ experience which is relevant to the style of mineralisation and type of deposit under consideration and to the activity for which they are accepting responsibility. Mr Howard is a Member of the Australasian Institute of Mining and Metallurgy and a full time employee of Dacian Gold Limited and consents to the inclusion in the report of the matters based on his information in the form and context in which it appears. The information in this report that relates to Ore Reserves for the Transvaal Mining Area (see ASX announcement 21 November 2016) is based on information compiled or reviewed by Mr Matthew Keenan and Mr Shane McLeay. Messrs. Keenan and McLeay have confirmed that they have read and understood the requirements of the 2012 Edition of the Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves (JORC Code 2012 Edition). They are Competent Persons as defined by the JORC Code 2012 Edition, having more than five years’ experience which is relevant to the style of mineralisation and type of deposit under consideration and to the activity for which they are accepting responsibility. Messrs. Keenan and McLeay are both a Member of the Australasian Institute of Mining and Metallurgy and full time employees of Entech Pty Ltd and consent to the inclusion in the report of the matters based on his information in the form and context in which it appears. The information in this report that relates to Ore Reserves for the Jupiter Mining Area and Cameron Well Area is based on information compiled or reviewed by Mr Mathew Lovelock. Mr Lovelock has confirmed that he has read and understood the requirements of the 2012 Edition of the Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves (JORC Code 2012 Edition). He is a Competent Person as defined by the JORC Code 2012 Edition, having more than five years’ experience which is relevant to the style of mineralisation and type of deposit under consideration and to the activity for which he is accepting responsibility. Mr Lovelock is a member of The Australasian Institute of Mining and Metallurgy and a full-time employee of Dacian Gold Limited and consents to the inclusion in the report of the matters based on his information in the form and context in which it appears. DAC I A N G O L D  | ANNUAL REPORT 2019 xiv COMMUNITY Dacian Gold understands that a lasting, positive and mutually beneficial relationship with local communities is critical to the success of its MMGO. The Company is pleased to be able to support the nearby Mt Margaret and Laverton school communities (see Figures 17 and 18 below). Figure 17: Dacian assisted the Mt Margaret Remote Community School during NAIDOC Week Figure 18: Dacian supplied uniforms to the Laverton Community netball team xv DAC I A N G O L D  | ANNUAL REPORT 2019 9 1 0 2 E N U J 0 3 D E D N E R A E Y E H T R O F S T N E M E T A T S L A I C N A N I F L A U N N A DIRECTORS’ REPORT DIRECTORS’ REPORT The Directors present the financial statements of Dacian Gold Limited (“the Company”) and its controlled subsidiaries (“the Group”) for the year ended 30 June 2019. In order to comply with the provisions of the Corporations Act 2001, the Directors’ Report is as follows: Directors The Directors of the Company in office since 1 July 2018 and up to the date of this report are: Rohan Williams BSc (Hons), MAusIMM DIRECTORS’ REPORT (Executive Chairman & CEO) Mr Williams was founding CEO and Managing Director of Avoca Resources Ltd, and led that company from its The Directors present the financial statements of Dacian Gold Limited (“the Company”) and its controlled $7 million exploration IPO in 2002 until its merger with Anatolia Minerals in 2011 to form Alacer Gold Corp, which subsidiaries (“the Group”) for the year ended 30 June 2019. In order to comply with the provisions of the valued Avoca at $1 billion. At the time of the merger, Avoca Resources Ltd was the third largest ASX listed Corporations Act 2001, the Directors’ Report is as follows: Australian gold producer. Kevin Hart Ian Cochrane Rohan Williams Robert Reynolds Serving as the merged group’s Chief Strategic Officer until the end of 2011, Mr Williams resigned as a Non- Directors Barry Patterson Executive Director of Alacer Gold Corp on 10 September 2013. The Directors of the Company in office since 1 July 2018 and up to the date of this report are: Prior to his time with Avoca Resources Ltd, Mr Williams worked with WMC Resources Limited where he held Chief Geologist positions at St Ives Gold Mines and the Norseman Gold Operation. Rohan Williams BSc (Hons), MAusIMM He has over 30 years of experience in exploration, mine development and operations in both Australia and (Executive Chairman & CEO) overseas. Mr Williams also serves on the Board of the Telethon Kids Institute. Mr Williams was founding CEO and Managing Director of Avoca Resources Ltd, and led that company from its On 14 March 2014, Mr Williams became Executive Chairman of the Company. Prior to this date, Mr Williams $7 million exploration IPO in 2002 until its merger with Anatolia Minerals in 2011 to form Alacer Gold Corp, which undertook the Chairman’s role on a Non-Executive basis. valued Avoca at $1 billion. At the time of the merger, Avoca Resources Ltd was the third largest ASX listed Australian gold producer. Other than as stated above, Mr Williams has not served as a Director of any other listed companies in the three years immediately before the end of the 2019 financial year. Serving as the merged group’s Chief Strategic Officer until the end of 2011, Mr Williams resigned as a Non- Executive Director of Alacer Gold Corp on 10 September 2013. Robert Reynolds MAusIMM Prior to his time with Avoca Resources Ltd, Mr Williams worked with WMC Resources Limited where he held (Non-Executive Director) Chief Geologist positions at St Ives Gold Mines and the Norseman Gold Operation. Mr Reynolds was the Non-Executive Chairman of Avoca Resources Ltd from 2002 until it merged with Anatolia He has over 30 years of experience in exploration, mine development and operations in both Australia and Minerals to form Alacer Gold Corp in 2011. Mr Reynolds was Non-Executive Chairman of Alacer Gold Corp until overseas. Mr Williams also serves on the Board of the Telethon Kids Institute. 23 August 2011. On 14 March 2014, Mr Williams became Executive Chairman of the Company. Prior to this date, Mr Williams With over 35 years’ commercial experience in the mining sector, Mr Reynolds has worked on mining projects in undertook the Chairman’s role on a Non-Executive basis. a number of locations including Australia, Africa and across the Oceania region and has extensive experience in Other than as stated above, Mr Williams has not served as a Director of any other listed companies in the three mineral exploration, development and mining operations. years immediately before the end of the 2019 financial year. Mr Reynolds was a long term Director of Delta Gold Limited and was a Director of Extorre Gold Mines Limited when it was acquired by Yamana Gold for CAD$414 million on 22 August 2012. Mr Reynolds was also previously Robert Reynolds MAusIMM a Director of Canadian company Exeter Resource Corporation when it was acquired by Goldcorp Inc. on 2 August (Non-Executive Director) 2017 for CAD$184 million. Mr Reynolds currently holds a Directorship with Canadian company Rugby Mining Limited. Mr Reynolds was previously a Director of ASX listed companies Chesser Resources, Convergent Minerals Mr Reynolds was the Non-Executive Chairman of Avoca Resources Ltd from 2002 until it merged with Anatolia Limited and Global Geoscience Limited. Minerals to form Alacer Gold Corp in 2011. Mr Reynolds was Non-Executive Chairman of Alacer Gold Corp until 23 August 2011. Other than as stated above, Mr Reynolds has not served as a Director of any other listed companies in the three years immediately before the end of the 2019 financial year. With over 35 years’ commercial experience in the mining sector, Mr Reynolds has worked on mining projects in a number of locations including Australia, Africa and across the Oceania region and has extensive experience in mineral exploration, development and mining operations. Mr Reynolds was a long term Director of Delta Gold Limited and was a Director of Extorre Gold Mines Limited when it was acquired by Yamana Gold for CAD$414 million on 22 August 2012. Mr Reynolds was also previously a Director of Canadian company Exeter Resource Corporation when it was acquired by Goldcorp Inc. on 2 August 2017 for CAD$184 million. Mr Reynolds currently holds a Directorship with Canadian company Rugby Mining Limited. Mr Reynolds was previously a Director of ASX listed companies Chesser Resources, Convergent Minerals Limited and Global Geoscience Limited. Other than as stated above, Mr Reynolds has not served as a Director of any other listed companies in the three years immediately before the end of the 2019 financial year. Dacian Gold Limited 2019 Annual Report 2 | P a g e 2 DAC I A N G O L D  | ANNUAL REPORT 2019 Dacian Gold Limited 2019 Annual Report 2 | P a g e DIRECTORS’ REPORT The Directors present the financial statements of Dacian Gold Limited (“the Company”) and its controlled subsidiaries (“the Group”) for the year ended 30 June 2019. In order to comply with the provisions of the Corporations Act 2001, the Directors’ Report is as follows: Directors The Directors of the Company in office since 1 July 2018 and up to the date of this report are: Rohan Williams BSc (Hons), MAusIMM DIRECTORS’ REPORT (Executive Chairman & CEO) Mr Williams was founding CEO and Managing Director of Avoca Resources Ltd, and led that company from its The Directors present the financial statements of Dacian Gold Limited (“the Company”) and its controlled $7 million exploration IPO in 2002 until its merger with Anatolia Minerals in 2011 to form Alacer Gold Corp, which subsidiaries (“the Group”) for the year ended 30 June 2019. In order to comply with the provisions of the valued Avoca at $1 billion. At the time of the merger, Avoca Resources Ltd was the third largest ASX listed Corporations Act 2001, the Directors’ Report is as follows: Australian gold producer. Serving as the merged group’s Chief Strategic Officer until the end of 2011, Mr Williams resigned as a Non- Directors Executive Director of Alacer Gold Corp on 10 September 2013. The Directors of the Company in office since 1 July 2018 and up to the date of this report are: Prior to his time with Avoca Resources Ltd, Mr Williams worked with WMC Resources Limited where he held Chief Geologist positions at St Ives Gold Mines and the Norseman Gold Operation. Rohan Williams BSc (Hons), MAusIMM He has over 30 years of experience in exploration, mine development and operations in both Australia and (Executive Chairman & CEO) overseas. Mr Williams also serves on the Board of the Telethon Kids Institute. Mr Williams was founding CEO and Managing Director of Avoca Resources Ltd, and led that company from its On 14 March 2014, Mr Williams became Executive Chairman of the Company. Prior to this date, Mr Williams $7 million exploration IPO in 2002 until its merger with Anatolia Minerals in 2011 to form Alacer Gold Corp, which undertook the Chairman’s role on a Non-Executive basis. valued Avoca at $1 billion. At the time of the merger, Avoca Resources Ltd was the third largest ASX listed Australian gold producer. Other than as stated above, Mr Williams has not served as a Director of any other listed companies in the three years immediately before the end of the 2019 financial year. Serving as the merged group’s Chief Strategic Officer until the end of 2011, Mr Williams resigned as a Non- Executive Director of Alacer Gold Corp on 10 September 2013. Robert Reynolds MAusIMM Prior to his time with Avoca Resources Ltd, Mr Williams worked with WMC Resources Limited where he held (Non-Executive Director) Chief Geologist positions at St Ives Gold Mines and the Norseman Gold Operation. Mr Reynolds was the Non-Executive Chairman of Avoca Resources Ltd from 2002 until it merged with Anatolia He has over 30 years of experience in exploration, mine development and operations in both Australia and Minerals to form Alacer Gold Corp in 2011. Mr Reynolds was Non-Executive Chairman of Alacer Gold Corp until overseas. Mr Williams also serves on the Board of the Telethon Kids Institute. 23 August 2011. On 14 March 2014, Mr Williams became Executive Chairman of the Company. Prior to this date, Mr Williams With over 35 years’ commercial experience in the mining sector, Mr Reynolds has worked on mining projects in undertook the Chairman’s role on a Non-Executive basis. a number of locations including Australia, Africa and across the Oceania region and has extensive experience in Other than as stated above, Mr Williams has not served as a Director of any other listed companies in the three mineral exploration, development and mining operations. years immediately before the end of the 2019 financial year. Mr Reynolds was a long term Director of Delta Gold Limited and was a Director of Extorre Gold Mines Limited when it was acquired by Yamana Gold for CAD$414 million on 22 August 2012. Mr Reynolds was also previously Robert Reynolds MAusIMM a Director of Canadian company Exeter Resource Corporation when it was acquired by Goldcorp Inc. on 2 August (Non-Executive Director) 2017 for CAD$184 million. Mr Reynolds currently holds a Directorship with Canadian company Rugby Mining Limited. Mr Reynolds was previously a Director of ASX listed companies Chesser Resources, Convergent Minerals Mr Reynolds was the Non-Executive Chairman of Avoca Resources Ltd from 2002 until it merged with Anatolia Limited and Global Geoscience Limited. Minerals to form Alacer Gold Corp in 2011. Mr Reynolds was Non-Executive Chairman of Alacer Gold Corp until 23 August 2011. Other than as stated above, Mr Reynolds has not served as a Director of any other listed companies in the three years immediately before the end of the 2019 financial year. With over 35 years’ commercial experience in the mining sector, Mr Reynolds has worked on mining projects in a number of locations including Australia, Africa and across the Oceania region and has extensive experience in mineral exploration, development and mining operations. Mr Reynolds was a long term Director of Delta Gold Limited and was a Director of Extorre Gold Mines Limited when it was acquired by Yamana Gold for CAD$414 million on 22 August 2012. Mr Reynolds was also previously a Director of Canadian company Exeter Resource Corporation when it was acquired by Goldcorp Inc. on 2 August 2017 for CAD$184 million. Mr Reynolds currently holds a Directorship with Canadian company Rugby Mining Limited. Mr Reynolds was previously a Director of ASX listed companies Chesser Resources, Convergent Minerals Limited and Global Geoscience Limited. Other than as stated above, Mr Reynolds has not served as a Director of any other listed companies in the three years immediately before the end of the 2019 financial year. Dacian Gold Limited 2019 Annual Report 2 | P a g e Dacian Gold Limited 2019 Annual Report 2 | P a g e DIRECTORS’ REPORT DIRECTORS’ REPORT Barry Patterson ASMM, MAusIMM, FAICD (Non-Executive Director) Mr Patterson is a mining engineer with over 50 years of experience in the mining industry and is co-founder and Non-Executive Director of ASX listed GR Engineering Limited. Mr Patterson was also a founding shareholder of leading engineering services provider JR Engineering, which became Roche Mining after being taken over by Downer EDI in 2002. He also co-founded contract mining companies Eltin, Australian Mine Management and National Mine Management. Mr Patterson has served as a Director of a number of public companies across a range of industries. He was formerly the Non-Executive Chairman of Sonic Healthcare Limited for 11 years, during which time the company’s market capitalisation increased from $20 million to $4 billion, and Silex Systems Limited. Other than as stated above, Mr Patterson has not served as a Director of any other listed companies in the three years immediately before the end of the 2019 financial year. Ian Cochrane BCom LLB (Non-Executive Director) Mr Cochrane is a corporate lawyer and was widely regarded as one of Australia’s leading M&A lawyers until his retirement from the practice of law in December 2013. Educated in South Africa where he completed degrees in Commerce and Law, he immigrated to Australia in 1986 and joined national law firm Corrs Chambers Westgarth and then Mallesons Stephen Jaques, specialising in Mergers & Acquisitions. In 2006, Mr Cochrane co-established boutique law firm Cochrane Lishman, which was eventually acquired by the global law firm Clifford Chance in early 2011. Mr Cochrane is currently the Chairman of VOC Group Limited and Chairman of diversified ASX-listed mining services group Perenti Global (previously Ausdrill Limited). He is also a Director of Wright Prospecting Pty Ltd and Ardross Estates Pty Ltd. He was previously Chairman of Little World Beverages Limited, which produced the Little Creatures beers and was taken over by Lion Nathan in 2012. He was also previously a Director of Rugby WA and the West Australian Ballet. Other than as stated above, Mr Cochrane has not served as a Director of any other listed companies in the three years immediately before the end of the 2019 financial year. Company Secretary Kevin Hart B.Comm, FCA Mr Hart is a Chartered Accountant and was appointed to the position of Company Secretary on 27 November 2012. He has over 35 years’ experience in accounting and the management and administration of public listed entities in the mining and exploration industry. He is currently a partner in an advisory firm, Endeavour Corporate, which specialises in the provision of company secretarial and accounting services to ASX listed entities. Interests in the Shares and Options of the Company The following relevant interests in shares and options of the Company were held by the Directors as at the date of this report: Director Rohan Williams Robert Reynolds Barry Patterson Ian Cochrane Number of fully paid ordinary shares Number of options over ordinary shares 8,482,851 2,730,555 8,954,987 265,295 2,000,000 - - 300,000 Dacian Gold Limited 2019 Annual Report 3 | P a g e DAC I A N G O L D  | ANNUAL REPORT 2019 3 DIRECTORS’ REPORT DIRECTORS’ REPORT Interests in the Shares and Options of the Company (continued) The Directors’ interests in options over ordinary shares as at the date of this report include the following options that are currently vested and exercisable: Director Rohan Williams Ian Cochrane Number of options vested and exercisable 2,000,000 300,000 Further details of the vesting conditions applicable to these options are disclosed in the remuneration report section of this Directors’ Report. Meetings of Directors The number of meetings of the Company’s Board of Directors and each Board Committee held during the year ended 30 June 2019, and the number of meetings attended by each Director were: Director Board Meetings Rohan Williams Robert Reynolds Barry Patterson Ian Cochrane A 10 10 10 10 B 10 10 9 9 Remuneration & Nomination Committee Audit Committee A - 2 2 2 B - 2 2 2 A - 2 2 2 B - 2 2 1 A = the number of meetings the Director was entitled to attend B = the number of meetings the Director attended Securities Shares During or since the end of the financial year, the Company issued ordinary shares as a result of the exercise of options and performance rights as follows (there were no amounts unpaid on the shares issued): Date options granted 25 September 2014 5 October 2015 5 February 2016 25 September 2014 Exercise price of options $0.58 $1.15 $1.16 $0.58 Number of shares issued 500,000 1,100,000 100,000 267,291(i) (i) Total shares of 267,294 were issued on the cashless exercise of 500,000 options exercisable at $0.58 each pursuant to the cashless exercise provisions of the Dacian Gold Limited Employee Option Plan. Date performance rights granted Performance right value Number of shares issued 17 October 2016 17 October 2016 7 April 2017 30 August 2017 30 August 2017 $3.30 $2.67 $1.93 $1.56 $2.33 265,000 100,000 20,250 64,767 64,767 Dacian Gold Limited 2019 Annual Report 4 DAC I A N G O L D  | ANNUAL REPORT 2019 4 | P a g e Interests in the Shares and Options of the Company (continued) The Directors’ interests in options over ordinary shares as at the date of this report include the following options that are currently vested and exercisable: Further details of the vesting conditions applicable to these options are disclosed in the remuneration report Number of options vested and exercisable 2,000,000 300,000 DIRECTORS’ REPORT Director Rohan Williams Ian Cochrane section of this Directors’ Report. Meetings of Directors The number of meetings of the Company’s Board of Directors and each Board Committee held during the year ended 30 June 2019, and the number of meetings attended by each Director were: Director Board Meetings Audit Committee Remuneration & Nomination Committee Rohan Williams Robert Reynolds Barry Patterson Ian Cochrane A 10 10 10 10 B 10 10 9 9 A - 2 2 2 A = the number of meetings the Director was entitled to attend B = the number of meetings the Director attended B - 2 2 2 A - 2 2 2 B - 2 2 1 During or since the end of the financial year, the Company issued ordinary shares as a result of the exercise of options and performance rights as follows (there were no amounts unpaid on the shares issued): Exercise price of options Number of shares issued (i) Total shares of 267,294 were issued on the cashless exercise of 500,000 options exercisable at $0.58 each pursuant to the cashless exercise provisions of the Dacian Gold Limited Employee Option Plan. Date performance rights granted Performance right value Number of shares issued $0.58 $1.15 $1.16 $0.58 $3.30 $2.67 $1.93 $1.56 $2.33 500,000 1,100,000 100,000 267,291(i) 265,000 100,000 20,250 64,767 64,767 Securities Shares Date options granted 25 September 2014 5 October 2015 5 February 2016 25 September 2014 17 October 2016 17 October 2016 7 April 2017 30 August 2017 30 August 2017 DIRECTORS’ REPORT DIRECTORS’ REPORT Securities (continued) Options At the date of this report unissued ordinary shares of the Company under option are: Number of options Exercise price 2,000,000 400,000 1,550,000 300,000 500,000 Performance Rights $0.39 $1.15 $1.16 $1.99 $3.66 Expiry date 17 November 2019 30 September 2020 31 January 2021 28 February 2021 30 June 2021 No performance rights were issued during the financial year (2018: 391,682). A reconciliation of performance rights outstanding at the date of this report appears below. Rights outstanding at 30 June 2019 Rights vested & shares issued post year end Rights forfeited post year end Rights awarded post year end Rights outstanding at the date of this report Dividends Number of Rights 299,893 (129,534) (100,658) 1,601,019 1,670,720 No dividends have been paid or declared since the start of the financial year and the Directors do not recommend the payment of a dividend in respect of the financial year. Nature of Operations and Principal Activities Dacian Gold Limited is an Australian mid-tier gold producer with its head office in Perth, Western Australia. The Company operates the Mt Morgans Gold Operation (“MMGO”) near Laverton, Western Australia. The operation comprises a 2.5 Mtpa CIL treatment plant, the Westralia underground and the Jupiter open pit mining areas. The principal activities of the Group during the course of the financial year were gold mining, processing and exploration at its 100% owned MMGO. During the financial year the Group declared commercial production at the MMGO. The declaration, which was made on 1 January 2019, followed a 9-month commissioning period subsequent to the commencement of gold production in late March 2018. Dacian Gold Limited 2019 Annual Report 4 | P a g e Dacian Gold Limited 2019 Annual Report 5 | P a g e DAC I A N G O L D  | ANNUAL REPORT 2019 5 DIRECTORS’ REPORT DIRECTORS’ REPORT Operating and Financial Review A summary of the operating result for the Group is set out below: Key Financial Data Financial Performance Sales revenue Costs of sales (excluding D&A)(i) Exploration costs expensed and written off Corporate, admin and other costs EBITDA(i) Depreciation & amortisation (D&A) Net interest revenue / (expense) Loss before tax(i) Income tax benefit Reported profit / (loss) after tax Financial Position Cash flow from operating activities Cash flow from investing activities Cash and cash equivalents Net assets Basic earnings per share (cents per share) Diluted earnings per share (cents per share) 2019 $’000 2018 $’000 Change $’000 Change % 132,821 (90,278) (12,247) (10,277) 20,019 (18,889) (2,462) (1,332) 4,350 3,018 47,186 (77,322) 35,515 184,875 1.4 1.3 - - (27,445) (6,070) (33,515) (528) 1,168 (32,875) 27,473 (5,402) (17,538) (160,233) 62,866 132,866 (2.6) (2.6) 132,821 (90,278) 15,198 (4,205) 53,534 (18,361) (3,630) 31,543 (23,123) 8,420 64,724 82,911 (27,351) 52,009 4.0 3.9 100% (100%) 55% (69%) 158% (3,478%) (311%) 96% (84%) 156% 369% 52% (44%) 39% 154% 150% (i) EBITDA is an adjusted measure of earnings before interest, taxes, depreciation and amortisation. Cost of sales (excluding D&A) and EBITDA are non-IFRS financial information and are not subject to audit. These measures are included to assist investors to better understand the performance of the business Financial performance During the period, MMGO successfully transitioned from project development phase to commercial production. Ore production at Westralia and Jupiter reached Feasibility Study level during the December 2018 quarter, allowing the Group to declare Commercial Production on 1 January 2019. During the commissioning phase (prior to the commencement of commercial production) expenditure of an operating nature was capitalised to mine properties in development. Revenue from the sale of gold was treated as pre-production income and credited to capitalised mine properties in development. Ore mined from the Westralia underground mine from stopes and development for the period totalled 836,250 tonnes at a grade of 3.2 g/t. Mining activities during the period focused on the following underground mining areas: Beresford South 65.4%, Beresford North 32.1% and Allanson 2.5% of ore tonnes hoist. The Jupiter open pit mined 1,997,289 tonnes of ore at a grade of 1.0g/t. Total gold production for the year was 138,911 ounces. Actual throughput totalled 2,663,419 tonnes of ore at a recovery of 95.1%. Full year comparatives are not available for the 2018 financial year as first gold production did not occur until late in March 2018. A summary of the production performance for year ended 30 June 2019 is provided in the following table. Dacian Gold Limited 2019 Annual Report 6 DAC I A N G O L D  | ANNUAL REPORT 2019 6 | P a g e DIRECTORS’ REPORT Operating and Financial Review A summary of the operating result for the Group is set out below: Key Financial Data Financial Performance Sales revenue Costs of sales (excluding D&A)(i) Exploration costs expensed and written off Corporate, admin and other costs EBITDA(i) Depreciation & amortisation (D&A) Net interest revenue / (expense) Loss before tax(i) Income tax benefit Reported profit / (loss) after tax Financial Position Cash flow from operating activities Cash flow from investing activities Cash and cash equivalents Net assets Basic earnings per share (cents per share) Diluted earnings per share (cents per share) better understand the performance of the business Financial performance 2019 $’000 2018 $’000 Change $’000 Change % 132,821 (90,278) (12,247) (10,277) 20,019 (18,889) (2,462) (1,332) 4,350 3,018 47,186 (77,322) 35,515 184,875 1.4 1.3 - - (27,445) (6,070) (33,515) (528) 1,168 (32,875) 27,473 (5,402) (17,538) (160,233) 62,866 132,866 (2.6) (2.6) 132,821 (90,278) 15,198 (4,205) 53,534 (18,361) (3,630) 31,543 (23,123) 8,420 64,724 82,911 (27,351) 52,009 4.0 3.9 100% (100%) 55% (69%) 158% (3,478%) (311%) 96% (84%) 156% 369% 52% (44%) 39% 154% 150% (i) EBITDA is an adjusted measure of earnings before interest, taxes, depreciation and amortisation. Cost of sales (excluding D&A) and EBITDA are non-IFRS financial information and are not subject to audit. These measures are included to assist investors to During the period, MMGO successfully transitioned from project development phase to commercial production. Ore production at Westralia and Jupiter reached Feasibility Study level during the December 2018 quarter, allowing the Group to declare Commercial Production on 1 January 2019. During the commissioning phase (prior to the commencement of commercial production) expenditure of an operating nature was capitalised to mine properties in development. Revenue from the sale of gold was treated as pre-production income and credited to capitalised mine properties in development. Ore mined from the Westralia underground mine from stopes and development for the period totalled 836,250 tonnes at a grade of 3.2 g/t. Mining activities during the period focused on the following underground mining areas: Beresford South 65.4%, Beresford North 32.1% and Allanson 2.5% of ore tonnes hoist. The Jupiter open pit mined 1,997,289 tonnes of ore at a grade of 1.0g/t. Total gold production for the year was 138,911 ounces. Actual throughput totalled 2,663,419 tonnes of ore at a recovery of 95.1%. Full year comparatives are not available for the 2018 financial year as first gold production did not occur until late in March 2018. A summary of the production performance for year ended 30 June 2019 is provided in the following table. DIRECTORS’ REPORT DIRECTORS’ REPORT Operating and Financial Review (continued) Financial performance (continued) Underground Stope Ore Mined Development Ore Mined Mined Ore Grade Contained Gold Open Pit Operations Ore Mined Mined Ore Grade Contained Gold Waste Mined Processing Ore Milled Head Grade Recovery Gold produced Gold Sold Gold on Hand All-in sustaining cost (‘’AISC’’) UOM Qtr Sep-18 Qtr Dec-18 Qtr Mar-19 Qtr Jun-19 kt kt g/t oz kt g/t oz kbcm kt g/t % oz oz oz A$/oz 101 76 3.3 18,999 443 0.8 11,419 1,887 681 1.4 94.9% 29,316 29,249 5,445 - 113 82 4.2 25,925 537 0.9 15,304 2,107 630 2.0 93.0% 37,934 34,055 9,913 - 197 53 3.0 23,637 445 0.9 13,007 2,089 688 1.7 96.0% 35,003 39,315 4,474 1,488 185 30 2.5 16,959 572 1.4 25,158 2,212 665 1.8 97.0% 36,658 35,685 5,026 1,519 FY2019 596 241 3.2 85,520 1,997 1.0 64,888 8,295 2,664 1.71 95.1% 138,911 138,304 5,026 - Following the achievement of commercial production on 1 January 2019, gold sales revenue of $132.6 million (2018: $Nil) was generated from the sale of 75,000 ounces at an average gold price of A$1,767 (2018: $Nil). Total cost of goods sold inclusive of amortisation and depreciation was $108.9 million (2018: $Nil). The increase in revenue and costs compared to the prior year reflects the commencement of commercial production. Exploration costs expensed and written off during the period were $12.2 million (2018: $27.4 million). The prior period expense included the cost of terminating a life-of-mine Jupiter royalty deed for $11.5 million. Corporate and administration costs for the year totalled $10.3 million (2018: $6.3 million), which included expenses related to the corporate office, borrowing, compliance and operational support. Depreciation and amortisation of fixed assets and capitalised mine properties expenditure totalled $18.9 million (2018: $0.5 million) for the period. The higher depreciation and amortisation charge for the period resulted from the commencement of commercial production and first time use of project mine properties and infrastructure during the period. The Income tax benefit for the period was $4.4 million (2018: $27.5 million). The prior period income tax benefit included the initial recognition of the Group’s carry forward tax losses at 30 June 2018. Financial position The Group held cash on hand as at 30 June 2019 of $35.5 million (30 June 2018: $62.9 million) and $10.1 million in unsold gold on hand recognised in inventory at cost (5,026 ounces valued at the 30 June 2019 closing spot gold price of A$2,015 per ounce). As at 30 June 2019 the Group has a working capital deficit of $21.1 million (2018: $48.1 million). As at 30 June 2019 the Group’s net asset position increased to $184.9 million (2018: $132.9 million). The increase is attributable to a $7.6 million increase in inventories, a $20.5 million net increase in Property, Plant & Equipment and Mine properties, a $49.4 million reduction in trade payables and borrowings offset by a $27.4 million reduction in cash and cash equivalents. In the Directors’ opinion there are reasonable grounds to believe that the Group will be able to pay its debts as and when they become due and payable. Dacian Gold Limited 2019 Annual Report 6 | P a g e Dacian Gold Limited 2019 Annual Report 7 | P a g e DAC I A N G O L D  | ANNUAL REPORT 2019 7 DIRECTORS’ REPORT DIRECTORS’ REPORT Operating and Financial Review (continued) Cash flows At the end of the financial year the Group had $35.5 million (2018: $62.9 million) in cash and had drawn $105.5 million (2018: $150.0 million) under the syndicated debt facility. Bullion on hand not sold at balance date comprised 5,026 ounces which had an estimated sale value of A$10.1 million. As a result of the above, available funding lines at balance date totalled $45.6 million. Cash flow from operating activities for the year was $47.2 million (2018: $17.5 million outflow). The increase resulted from the first-time recognition of gold sales revenue and project operating costs that would have been capitalised to mine properties expenditure prior to the commencement of commercial production. Cash flow used in investing activities amounted to $77.3 million (2018: $160.2 million) and mainly comprised the following areas: - Mine properties, plant and infrastructure expenditure at MMGO - $62.9 million - Consideration paid to terminate a Jupiter life-of-mine royalty obligation - $11.5 million Prior period expenditure included MMGO project construction and capitalised project operating costs which were capitalised prior to the commencement of commercial production. Cash flow from financing activities totalled $2.8 million (2018: $150.5 million) which during the year included net proceeds from capital raisings / issue of shares (net of costs) of $48.1 million (2018: $1.5 million) and project debt facility repayments of $44.5 million (2018: $150.0 million in drawdowns). Gold sales receipts following the declaration of commercial production on 1 January 2019 comprise 75,000 ounces of gold at an average price of $1,767 per ounce. Gold sales receipts prior to commercial production have been offset against mine properties in development expenditure. The Company delivered gold produced into a combination of forward contracts and the prevailing spot price. Exploration During the period, a total of 56,814 metres of exploration drilling was completed across the MMGO project tenements. On 6 August 2018 the Group announced an increase in its Measured and Indicated Mineral Resources of 11% to 2.5 million ounces. This increase also saw the total Mineral Resource base rise to 3.5 million ounces. On 18 December 2018, the Group announced an increase in its Ore Reserves of 16% to 1.39 million ounces (net of mining depletion). The updated statement included an initial maiden Ore Reserve at Cameron Well of 45,000 ounces. Corporate At the end of the June quarter, the Group implemented additional hedging commitments of 24,000 ounces at A$2,019 per ounce. At year end, total hedge commitments totalled 147,449 ounces at A$1,810 per ounce. These commitments are spread over the 2 year period from 30 June 2019. Significant Changes in the State of Affairs On 11 July 2018 the Group announced an Institutional Placement of approximately $37.0 million, with the ability to take over-subscriptions to raise up to an additional $3.0 million. This institutional placement was completed on 13 July 2018 with $40.0 million raised at $2.70 per new share. The Institutional Placement was accompanied by a Share Purchase Plan to raise a further $5.0 million at $2.70 per new share. On 2 August 2018, the Group announced it had amended the terms of the share purchase plan to allow and subsequently accept over- subscriptions of $3.3 million. Together with the Institutional Placement the Group raised a total of $48.3 million before costs. There were no other significant changes in the state of affairs of the Group during the financial year, not otherwise disclosed in this report. Dacian Gold Limited 2019 Annual Report 8 DAC I A N G O L D  | ANNUAL REPORT 2019 8 | P a g e DIRECTORS’ REPORT Operating and Financial Review (continued) Cash flows At the end of the financial year the Group had $35.5 million (2018: $62.9 million) in cash and had drawn $105.5 million (2018: $150.0 million) under the syndicated debt facility. Bullion on hand not sold at balance date comprised 5,026 ounces which had an estimated sale value of A$10.1 million. As a result of the above, available funding lines at balance date totalled $45.6 million. Cash flow from operating activities for the year was $47.2 million (2018: $17.5 million outflow). The increase resulted from the first-time recognition of gold sales revenue and project operating costs that would have been capitalised to mine properties expenditure prior to the commencement of commercial production. Cash flow used in investing activities amounted to $77.3 million (2018: $160.2 million) and mainly comprised the following areas: - Mine properties, plant and infrastructure expenditure at MMGO - $62.9 million - Consideration paid to terminate a Jupiter life-of-mine royalty obligation - $11.5 million Prior period expenditure included MMGO project construction and capitalised project operating costs which were capitalised prior to the commencement of commercial production. Cash flow from financing activities totalled $2.8 million (2018: $150.5 million) which during the year included net proceeds from capital raisings / issue of shares (net of costs) of $48.1 million (2018: $1.5 million) and project debt facility repayments of $44.5 million (2018: $150.0 million in drawdowns). Gold sales receipts following the declaration of commercial production on 1 January 2019 comprise 75,000 ounces of gold at an average price of $1,767 per ounce. Gold sales receipts prior to commercial production have been offset against mine properties in development expenditure. The Company delivered gold produced into a combination of forward contracts and the prevailing spot price. During the period, a total of 56,814 metres of exploration drilling was completed across the MMGO project On 6 August 2018 the Group announced an increase in its Measured and Indicated Mineral Resources of 11% to 2.5 million ounces. This increase also saw the total Mineral Resource base rise to 3.5 million ounces. On 18 December 2018, the Group announced an increase in its Ore Reserves of 16% to 1.39 million ounces (net of mining depletion). The updated statement included an initial maiden Ore Reserve at Cameron Well of 45,000 Exploration tenements. ounces. Corporate At the end of the June quarter, the Group implemented additional hedging commitments of 24,000 ounces at A$2,019 per ounce. At year end, total hedge commitments totalled 147,449 ounces at A$1,810 per ounce. These commitments are spread over the 2 year period from 30 June 2019. Significant Changes in the State of Affairs On 11 July 2018 the Group announced an Institutional Placement of approximately $37.0 million, with the ability to take over-subscriptions to raise up to an additional $3.0 million. This institutional placement was completed on 13 July 2018 with $40.0 million raised at $2.70 per new share. The Institutional Placement was accompanied by a Share Purchase Plan to raise a further $5.0 million at $2.70 per new share. On 2 August 2018, the Group announced it had amended the terms of the share purchase plan to allow and subsequently accept over- subscriptions of $3.3 million. Together with the Institutional Placement the Group raised a total of $48.3 million before costs. otherwise disclosed in this report. There were no other significant changes in the state of affairs of the Group during the financial year, not DIRECTORS’ REPORT DIRECTORS’ REPORT Events Subsequent to the Reporting Date There has not arisen in the interval between the end of the reporting period and the date of this report, any item, transaction or event of a material and unusual nature likely, in the opinion of the Directors of the Company to affect substantially the operations of the Group, the results of those operations or the state of affairs of the Group in subsequent financial years. Likely Developments and Expected Results Following several recent unsolicited enquiries, the Company announced a strategic review process in June 2019 to consider potential corporate and funding initiatives which could culminate in a change of control transaction. This process is ongoing and there are no assurances that any discussions will eventuate in a transaction occurring. There are no other likely developments of which the Directors are aware which could be expected to significantly affect the results of the Group’s operations in subsequent financial years not otherwise disclosed in the Nature of Operations and Principal Activities and Operating and Financial Review or the Events Subsequent to the Reporting Date sections of the Directors’ Report. Environmental Regulation and Performance The Group’s mining and exploration activities are subject to significant conditions and environmental regulations under the Commonwealth and Western Australia State Governments. So far as the Directors are aware, all activities have been undertaken in compliance with all relevant environmental regulations. Officer’s Indemnities and Insurance During the year, the Company paid an insurance premium to insure certain officers of the Company. The officers of the Company covered by the insurance policy include the Directors named in this report. The Directors and Officers Liability insurance provides cover against all costs and expenses that may be incurred in defending civil or criminal proceedings that fall within the scope of the indemnity and that may be brought against the officers in their capacity as officers of the Company. The insurance policy does not contain details of the premium paid in respect of individual officers of the Company. Disclosure of the nature of the liability cover and the amount of the premium is subject to a confidentiality clause under the insurance policy. The Company has not provided any insurance for an auditor of the Company. Proceedings on behalf of the Company No person has applied to the Court under section 237 of the Corporations Act 2001 for leave to bring proceedings on behalf of the Company, or to intervene in any proceedings to which the Group is a party, for the purpose of taking responsibility on behalf of the Group for all or part of those proceedings. No proceedings have been brought or intervened in on behalf of the Group with leave of the Court under section 237 of the Corporations Act 2001. Dacian Gold Limited 2019 Annual Report 8 | P a g e Dacian Gold Limited 2019 Annual Report 9 | P a g e DAC I A N G O L D  | ANNUAL REPORT 2019 9 DIRECTORS’ REPORT DIRECTORS’ REPORT Non-audit services During the period, the following fees were paid or payable for services provided by the auditor of the parent entity, its related practices and non-related audit firms: Grant Thornton Audit and review of financial statements Fees in respect to prior year KPMG Audit and review of financial statements Other Services Grant Thornton - research and development claims Total 30 June 2019 $ - 21,588 85,000 - 106,588 30 June 2018 $ 60,316 - - 10,000 70,316 The Board considers any non-audit services provided during the year by the auditor and satisfies itself that the provision of any non-audit services during the year by the auditor is compatible with, and does not compromise, the auditor independence requirements of the Corporations Act 2001 for the following reasons: ▪ ▪ all non-audit services are reviewed by the Board to ensure they do not impact the impartiality and objectivity of the auditor; and the non-audit services provided do not undermine the general principles relating to auditor independence as set out in APES 110 Code of Ethics for Professional Accountants, as they do not involve reviewing or auditing the auditor’s own work, acting in a management or decision making capacity for the Group, acting as an advocate for the Group or jointly sharing risks and rewards. Rounding off The company is of a kind referred to in ASIC Instrument 2016/191 dated 24 March 2016 and in accordance with that instrument, amounts in the Financial Statements and Directors’ Report have been rounded to the nearest thousand dollars, unless otherwise stated. Dacian Gold Limited 2019 Annual Report 10 DAC I A N G O L D  | ANNUAL REPORT 2019 10 | P a g e DIRECTORS’ REPORT Non-audit services During the period, the following fees were paid or payable for services provided by the auditor of the parent entity, its related practices and non-related audit firms: Grant Thornton Audit and review of financial statements Fees in respect to prior year Audit and review of financial statements KPMG Other Services Total Grant Thornton - research and development claims 30 June 2019 30 June 2018 $ - - 21,588 85,000 106,588 60,316 $ - - 10,000 70,316 The Board considers any non-audit services provided during the year by the auditor and satisfies itself that the provision of any non-audit services during the year by the auditor is compatible with, and does not compromise, the auditor independence requirements of the Corporations Act 2001 for the following reasons: ▪ ▪ all non-audit services are reviewed by the Board to ensure they do not impact the impartiality and objectivity of the auditor; and the non-audit services provided do not undermine the general principles relating to auditor independence as set out in APES 110 Code of Ethics for Professional Accountants, as they do not involve reviewing or auditing the auditor’s own work, acting in a management or decision making capacity for the Group, acting as an advocate for the Group or jointly sharing risks and rewards. Rounding off The company is of a kind referred to in ASIC Instrument 2016/191 dated 24 March 2016 and in accordance with that instrument, amounts in the Financial Statements and Directors’ Report have been rounded to the nearest thousand dollars, unless otherwise stated. DIRECTORS’ REPORT DIRECTORS’ REPORT Remuneration Report (Audited) Remuneration paid to Directors and Officers of the Group is set by reference to such payments made by other ASX listed companies of a similar size and operating in the mining and mineral exploration industry. In addition, reference is made to the specific skills and experience of the Directors and Officers. Details of the nature and amount of remuneration of each Director, and other Key Management Personnel if applicable, are disclosed annually in the Company’s Annual Report. Key Management Personnel Current Directors and Key Management Personnel of the Group have been identified as: Mr Rohan Williams Mr Ian Cochrane Mr Barry Patterson Mr Robert Reynolds Mr Grant Dyker Executive Chairman & CEO Non-Executive Director Non-Executive Director Non-Executive Director Chief Financial Officer Remuneration & Nomination Committee The Board has adopted a formal Remuneration & Nomination Committee Charter which provides a framework for the consideration of remuneration matters. The Remuneration & Nomination Committee is responsible for reviewing and making recommendations to the Board which has ultimate responsibility for the following remuneration matters: 1. 2. Setting remuneration packages for Executive Directors, Non-Executive Directors and other Key Management Personnel; and Implementing employee incentive and equity based plans and making awards pursuant to those plans. Non-Executive Remuneration The Company’s policy is to remunerate Non-Executive Directors, at rates comparable to other ASX listed companies in the same industry, for their time, commitment and responsibilities. Non-Executive Remuneration is not linked to the performance of the Company, however, to align Directors’ interests with shareholders’ interests, remuneration may be provided to Non-Executive Directors in the form of equity based long-term incentives. 1. Fees payable to Non-Executive Directors are set within the aggregate amount approved by shareholders at the Company’s Annual General Meeting; 2. Non-Executive Directors’ fees are payable in the form of cash and superannuation benefits; 3. Non-Executive superannuation benefits are limited to statutory superannuation entitlements; and 4. Participation in equity based remuneration schemes by Non-Executive Directors is subject to consideration and approval by the Company’s shareholders. The maximum Non-Executive Directors’ fees, payable in aggregate, are currently set at $500,000 per annum. Executive Director and Other Key Management Personnel Remuneration Executive remuneration consists of base salary, plus other performance incentives to ensure that: 1. Remuneration packages incorporate a balance between fixed and incentive pay, reflecting short and long term performance objectives appropriate to the Company’s circumstances and objectives; and 2. A proportion of remuneration is structured in a manner to link reward to corporate and individual performances. Executives are offered a competitive level of base salary at market rates (based on comparable ASX listed companies) and are reviewed regularly to ensure market competitiveness. Use of Remuneration Consultants To date the Company has not engaged external remuneration consultants to advise the Board on remuneration matters. Dacian Gold Limited 2019 Annual Report 10 | P a g e Dacian Gold Limited 2019 Annual Report 11 | P a g e DAC I A N G O L D  | ANNUAL REPORT 2019 11 DIRECTORS’ REPORT DIRECTORS’ REPORT Remuneration Report Audited (Continued) Incentive Plans The Company provides long-term incentives to Directors and Employees pursuant to the Dacian Gold Limited Employee Option Plan, which was last approved by shareholders on 26 November 2018. Short term incentives are also awarded to Employees to align remuneration with the strategy and performance of the Company. The Board, acting in remuneration matters: 1. Ensures that incentive plans are designed around appropriate and realistic performance targets and provide rewards when those targets are achieved; 2. Reviews and improves existing incentive plans established for employees; and 3. Approves the administration of the incentive plans, including receiving recommendations for, and the consideration and approval of grants pursuant to such incentive plans. Engagement of Non-Executive Directors Non-Executive Directors conduct their duties under the following terms: 1. A Non-Executive Director may resign from his/her position and thus terminate their contract on written notice to the Company; and 2. A Non-Executive Director may, following resolution of the Company’s shareholders, be removed before the expiration of their period of office (if applicable). Payment is made in lieu of any notice period if termination is initiated by the Company, except where termination is initiated for serious misconduct. In consideration of the services provided by Mr Robert Reynolds, Mr Barry Patterson and Mr Ian Cochrane as Non-Executive Directors, the Company will pay them $80,000 plus statutory superannuation per annum. Messrs Reynolds, Patterson and Cochrane are also entitled to fees for other amounts as the Board determines where they perform special duties or otherwise perform extra services or make special exertions on behalf of the Company. During the financial year ended 30 June 2019, the Company incurred no costs in respect of additional services provided by Directors. Engagement of Executive Directors The terms of Mr Rohan Williams’ Executive Services Agreement governing his role as Executive Chairman & CEO are summarised below. In respect of his engagement as Executive Chairman & CEO, Mr Williams will receive a salary of $629,625 per annum inclusive of statutory superannuation (Total Fixed Remuneration). Any increase in salary is subject to the discretion of the Board. The Company or Mr Williams may terminate the contract at any time by the giving of six months notice. In addition, there are certain specific termination notice periods applicable to Company change of control events or ill health. The Company may elect to pay Mr Williams in lieu of part or all of the notice period specified in the contract. Mr Williams may also receive a short-term performance based reward in the form of a cash bonus up to 40% of the Total Fixed Remuneration. The performance criteria, assessment and timing of which are determined at the discretion of the Board. Mr Williams may participate in the Dacian Gold Limited Employee Option Plan and other long-term incentive plans adopted by the Board. Shareholding Qualifications The Directors are not required to hold any shares in Dacian Gold Limited under the terms of the Company’s constitution. Dacian Gold Limited 2019 Annual Report 12 DAC I A N G O L D  | ANNUAL REPORT 2019 12 | P a g e DIRECTORS’ REPORT Remuneration Report Audited (Continued) Incentive Plans The Company provides long-term incentives to Directors and Employees pursuant to the Dacian Gold Limited Employee Option Plan, which was last approved by shareholders on 26 November 2018. Short term incentives are also awarded to Employees to align remuneration with the strategy and performance of the Company. The Board, acting in remuneration matters: 1. Ensures that incentive plans are designed around appropriate and realistic performance targets and provide rewards when those targets are achieved; 2. Reviews and improves existing incentive plans established for employees; and 3. Approves the administration of the incentive plans, including receiving recommendations for, and the consideration and approval of grants pursuant to such incentive plans. Engagement of Non-Executive Directors Non-Executive Directors conduct their duties under the following terms: 1. A Non-Executive Director may resign from his/her position and thus terminate their contract on written notice to the Company; and 2. A Non-Executive Director may, following resolution of the Company’s shareholders, be removed before the expiration of their period of office (if applicable). Payment is made in lieu of any notice period if termination is initiated by the Company, except where termination is initiated for serious misconduct. In consideration of the services provided by Mr Robert Reynolds, Mr Barry Patterson and Mr Ian Cochrane as Non-Executive Directors, the Company will pay them $80,000 plus statutory superannuation per annum. Messrs Reynolds, Patterson and Cochrane are also entitled to fees for other amounts as the Board determines where they perform special duties or otherwise perform extra services or make special exertions on behalf of During the financial year ended 30 June 2019, the Company incurred no costs in respect of additional services the Company. provided by Directors. Engagement of Executive Directors are summarised below. discretion of the Board. contract. discretion of the Board. plans adopted by the Board. Shareholding Qualifications constitution. The terms of Mr Rohan Williams’ Executive Services Agreement governing his role as Executive Chairman & CEO In respect of his engagement as Executive Chairman & CEO, Mr Williams will receive a salary of $629,625 per annum inclusive of statutory superannuation (Total Fixed Remuneration). Any increase in salary is subject to the The Company or Mr Williams may terminate the contract at any time by the giving of six months notice. In addition, there are certain specific termination notice periods applicable to Company change of control events or ill health. The Company may elect to pay Mr Williams in lieu of part or all of the notice period specified in the Mr Williams may also receive a short-term performance based reward in the form of a cash bonus up to 40% of the Total Fixed Remuneration. The performance criteria, assessment and timing of which are determined at the Mr Williams may participate in the Dacian Gold Limited Employee Option Plan and other long-term incentive The Directors are not required to hold any shares in Dacian Gold Limited under the terms of the Company’s DIRECTORS’ REPORT DIRECTORS’ REPORT Remuneration Report Audited (Continued) Engagement of Executives The terms of Mr Dyker’s employment contract governing his role as Chief Financial Officer are summarised below. In respect of his engagement as Chief Financial Officer, Mr Dyker will receive a salary of $383,250 per annum inclusive of statutory superannuation (Total Fixed Remuneration). The Company or Mr Dyker may terminate the contract at any time by the giving of six months notice. In addition, there are certain specific termination notice periods applicable to Company change of control events or ill health. The Company may elect to pay Mr Dyker in lieu of part or all of the notice period specified in the contract. Mr Dyker may be invited to participate in short-term and long-term incentive schemes. The performance criteria, percentage of base salary, assessment and timing of which are determined at the discretion of the Board. Mr Dyker may participate in the Dacian Gold Limited Employee Option Plan and other long-term incentive plans adopted by the Board. Voting and comments made at the Company’s 2018 Annual General Meeting (“AGM”) At the last AGM 81.8% of the shareholders voted to adopt the remuneration report for the year ended 30 June 2018. The Company did not receive any specific feedback at the AGM regarding its remuneration practices. Consequences of Company Performance on Shareholder Wealth The Company aims to align executive remuneration to strategic and business objectives and the creation of shareholder wealth. The table below outlines indicators of Company performance over the last five years as required by the Corporations Act 2001. Revenue 2019 $’000 $132,821 2018 $’000 - 2017 $’000 - 2016 $’000 - Net profit/(loss) after tax $3,018 ($5,402) ($18,858) ($21,833) Net assets Share Price $184,875 $132,866 $134,313 $13,259 $0.53 $2.85 $1.98 $2.90 2015 $’000 - ($8,048) $10,235 $0.43 Market Capitalisation $119,628 $586,658 $399,430 $386,588 $41,323 These indicators are not always consistent with those used to determine variable amounts of remuneration awarded to Key Management Personnel, as discussed below. As a result, there may not always be a correlation between these statutory performance indicators and the quantum of variable remuneration awarded to Key Management Personnel. As a gold producer which entered into commercial production on 1 January 2019, the Board considers the following as more appropriate performance indicators to assess the performance of management: (a) Construction and the successful ramp up to commercial production at the new MMGO on time and on budget; (b) Exploration success to increase production and mine life at MMGO; (c) Safety and environmental performance; and (d) The responsible management of cash resources and the Company’s other assets. Dacian Gold Limited 2019 Annual Report 12 | P a g e Dacian Gold Limited 2019 Annual Report 13 | P a g e DAC I A N G O L D  | ANNUAL REPORT 2019 13 DIRECTORS’ REPORT DIRECTORS’ REPORT Remuneration Report Audited (Continued) Short-Term Incentives The Remuneration & Nomination Committee may, at its sole discretion, set the Key Performance Indicators (KPIs) for the Executive Directors or other Executive Officers. The KPIs are chosen to align the reward of the individual Executives to the strategy and performance of the Company. Performance objectives, which may be financial or non-financial, or a combination of both, are determined by the Board. No short-term incentives are payable to Executives where it is considered that the actual performance has fallen below the minimum requirement. The Executive Chairman sets the KPIs for other members of staff, monitors actual performance and may recommend payment of short-term bonuses to certain employees to the Board for approval. Following a performance evaluation process in respect of the 12-month period ended 31 December 2018, short-term incentive payments were made to Executives. Total short-term incentives paid to Directors or Key Management Personnel of the Company inclusive of superannuation during the period ended 30 June 2019 was $317,500. Name Position Achieved STI Rohan Williams Grant Dyker Executive Chairman & CEO CFO 100% 100% Awarded STI $230,000 $87,500 The Remuneration & Nomination Committee awards discretionary cash bonuses based on company performance. These awards are not formally detailed in employee agreements and therefore do not represent a defined percentage of salary. Long-Term Incentives Under the Dacian Gold Limited Employee Option plan, performance rights are made to executives to align remuneration with the creation of shareholder wealth. Historically options were also issued to Key Management Personnel under the same plan. Options over Unissued Shares The options can be granted free of charge and are exercisable at a fixed price in accordance with the Plan. Options issued under the Plan have vesting periods prior to exercise, except under certain circumstances whereby options may be capable of exercise prior to the expiry of the vesting period. No options were granted during the 2018 and 2019 financial years. No options lapsed during the 2019 financial year. The table below outlines movements in options during 2019 and the balance held by each Key Management Personnel at 30 June 2019. Number of options Fair value of options Grant date Exercise price Vesting date Expiry date Number vested & Exercisable Number exercised during the year 18/11/2014 2,000,000 $201,320 $0.39 18/11/2016 17/11/2019 2,000,000 05/02/2016 05/02/2016 05/02/2016 750,000 375,000 375,000 $247,828 $123,914 $123,914 $1.16 $1.16 $1.16 31/01/2018 31/01/2019 31/07/2019 31/01/2021 31/01/2021 31/01/2021 750,000 375,000 - 26/02/2016 300,000 $173,695 $1.99 26/02/2016 28/02/2021 300,000 3,800,000 3,425,000 - - - - - - Balance at the end of the year 2,000,000 750,000 375,000 375,000 300,000 3,800,000 Name Rohan Williams Grant Dyker Ian Cochrane Total All options were granted for nil consideration. Options lapse if the Key Management Personnel ceases employment with the Company. The fair value of options is calculated at the date of grant using the Black Scholes option pricing model and allocated to each reporting period evenly over the period from grant date to vesting date. Dacian Gold Limited 2019 Annual Report 14 DAC I A N G O L D  | ANNUAL REPORT 2019 14 | P a g e DIRECTORS’ REPORT Remuneration Report Audited (Continued) Short-Term Incentives The Remuneration & Nomination Committee may, at its sole discretion, set the Key Performance Indicators (KPIs) for the Executive Directors or other Executive Officers. The KPIs are chosen to align the reward of the individual Executives to the strategy and performance of the Company. Performance objectives, which may be financial or non-financial, or a combination of both, are determined by the Board. No short-term incentives are payable to Executives where it is considered that the actual performance has fallen below the minimum requirement. The Executive Chairman sets the KPIs for other members of staff, monitors actual performance and may recommend payment of short-term bonuses to certain employees to the Board for approval. Following a performance evaluation process in respect of the 12-month period ended 31 December 2018, short-term incentive payments were made to Executives. Total short-term incentives paid to Directors or Key Management Personnel of the Company inclusive of superannuation during the period ended 30 June 2019 was $317,500. Name Position Achieved STI Rohan Williams Executive Chairman & CEO Grant Dyker CFO 100% 100% Awarded STI $230,000 $87,500 The Remuneration & Nomination Committee awards discretionary cash bonuses based on company performance. These awards are not formally detailed in employee agreements and therefore do not represent a defined percentage of salary. Long-Term Incentives Personnel under the same plan. Options over Unissued Shares Under the Dacian Gold Limited Employee Option plan, performance rights are made to executives to align remuneration with the creation of shareholder wealth. Historically options were also issued to Key Management The options can be granted free of charge and are exercisable at a fixed price in accordance with the Plan. Options issued under the Plan have vesting periods prior to exercise, except under certain circumstances whereby options may be capable of exercise prior to the expiry of the vesting period. No options were granted during the 2018 and 2019 financial years. No options lapsed during the 2019 financial year. The table below outlines movements in options during 2019 and the balance held by each Key Management Personnel at 30 June 2019. Number Fair Grant date options of value of options Exercise price Vesting date Number vested & Number Balance exercised at the end during the Expiry date Exercisable year 18/11/2014 2,000,000 $201,320 $0.39 18/11/2016 17/11/2019 2,000,000 05/02/2016 05/02/2016 05/02/2016 750,000 375,000 375,000 $247,828 $123,914 $123,914 $1.16 $1.16 $1.16 31/01/2018 31/01/2021 31/01/2019 31/01/2021 31/07/2019 31/01/2021 750,000 375,000 - 26/02/2016 300,000 $173,695 $1.99 26/02/2016 28/02/2021 300,000 of the year 2,000,000 750,000 375,000 375,000 300,000 - - - - - - 3,800,000 3,425,000 3,800,000 All options were granted for nil consideration. Options lapse if the Key Management Personnel ceases employment with the Company. The fair value of options is calculated at the date of grant using the Black Scholes option pricing model and allocated to each reporting period evenly over the period from grant date to vesting Name Rohan Williams Grant Dyker Ian Cochrane Total date. DIRECTORS’ REPORT DIRECTORS’ REPORT Remuneration Report Audited (Continued) Performance Rights Granted as Remuneration Performance rights were introduced during the 2017 financial year with effect from October 2016. No performance rights were issued pursuant to the Dacian Gold Limited Employee Option Plan during the 2019 financial year. Subsequent to year end an additional 95,628 performance rights were issued to Mr Dyker. The performance rights are granted for nil consideration and vest subject to certain operational and market performance conditions being met. The fair value of the performance rights granted were determined using Monte Carlo simulation, a review of historical share price volatility and correlation of the share price of the Company to its Peer Group. The fair value is allocated to each reporting period evenly over the period from grant date to vesting date. The table below outlines the movements in performance rights during the 2019 financial year and the balance held by each executive at 30 June 2019. Name Rohan Williams Grant date 17 October 2016 Number of rights issued 165,000 Fair value of rights $544,500 Measurement date 30 June 2019 17 October 2016 165,000 $458,370 30 June 2019 Grant Dyker 30 August 2017 30 August 2017 20 April 2018 20 April 2018 Total 22,668 22,669 15,479 15,479 406,295 $35,363 $52,818 $47,366 $32,197 1 July 2018 1 July 2018 1 July 2019 1 July 2019 Number vested during the year 165,000 - - - - - Number lapsed during the year - 165,000 - - - - Balance at end of the year - - 22,669 22,669 15,479 15,479 165,000 165,000 76,296 During the 2017 financial year the company issued the following performance rights to Mr Williams. The performance rights will vest at the measurement date and are subject to certain operational and market performance conditions being met. The number of performance rights that vest will be subject to the Company’s performance against Total Shareholder Return (“TSR”) and Company performance vesting conditions. Measurement date 30 June 2018 Number 100,000(i) Achieved LTI 100% 100,000(i) 100% 30 June 2019 165,000(ii) 100% 165,000 0% Metric 50% - First gold production at Mt Morgans Gold Operation on time and budget 50% - TSR performance to peers above 50th percentile (measured over the 2 year period to 30 June 2018) 50% - Ore reserves at Mt Morgans Gold Operation exceeding 1.2 million ounces 50% - TSR performance to peers above 50th percentile (measured over the 3 year period to 30 June 2019) Vested 100,000 Lapsed - 100,000 - 165,000 - - 165,000 (i) The share rights vesting in the 2018 financial year were issued during the 2019 financial year. (ii) The share rights vesting during the current financial year were issued subsequent to 30 June 2019. Dacian Gold Limited 2019 Annual Report 14 | P a g e Dacian Gold Limited 2019 Annual Report 15 | P a g e DAC I A N G O L D  | ANNUAL REPORT 2019 15 DIRECTORS’ REPORT DIRECTORS’ REPORT Remuneration Report Audited (Continued) Performance Rights Granted as Remuneration (Continued) During the 2018 financial year the company issued the following performance rights to Mr Dyker. The performance rights are subject to certain operational and market performance conditions being met, are subject to a 12 month service condition and vest one year from the measurement date. The number of performance rights that vest will be subject to the Company’s performance against Total Shareholder Return and company performance vesting conditions. Measurement date 1 July 2018 Number 22,669 Achieved LTI 100% 22,668 100% 1 July 2019 15,479(i) 15,479(i) - - Awarded Lapsed Metric 50% - First gold production at Mt Morgans Gold Operation on time and budget 50% - TSR performance to peers above 50th percentile (measured over the 1 year period to 30 June 2018) 50% - Ore reserves at Mt Morgans Gold Operation exceeding 1.2 million ounces 50% - TSR performance to peers above 50th percentile (measured over the 1 year period to 30 June 2019) 22,669 22,668 - - - - - - (i) Subsequent to 30 June 2019 it was determined that 0% of the TSR and 100% of the company performance conditions had been satisfied. On vesting, each right automatically converts to one ordinary share. If the employee ceases employment before the rights vest, the rights will be forfeited, except in limited circumstances that are approved by the Board. The Company’s TSR performance for all share rights on issue at 30 June 2019 are assessed against the following 10 peer group companies. Peer Companies 1 2 3 4 5 6 7 8 9 10 St Barbara Limited Saracen Mineral Holdings Limited Resolute Mining Limited Gold Road Resources Limited Perseus Mining Limited Beadell Resources Limited Silver Lake Resources Limited Doray Minerals Limited Troy Resources Limited Ramelius Resources Limited ASX Codes SBM SAR RSG GOR PRU BDR SLR DRM TRY RMS Dacian Gold Limited 2019 Annual Report 16 DAC I A N G O L D  | ANNUAL REPORT 2019 16 | P a g e DIRECTORS’ REPORT Remuneration Report Audited (Continued) Performance Rights Granted as Remuneration (Continued) During the 2018 financial year the company issued the following performance rights to Mr Dyker. The performance rights are subject to certain operational and market performance conditions being met, are subject to a 12 month service condition and vest one year from the measurement date. The number of performance rights that vest will be subject to the Company’s performance against Total Shareholder Return and company performance vesting conditions. Measurement Achieved date Number LTI Metric Awarded Lapsed 1 July 2018 22,669 100% 50% - First gold production at Mt Morgans 22,669 22,668 100% 50% - TSR performance to peers above 50th 22,668 Gold Operation on time and budget 1 July 2019 15,479(i) - - 15,479(i) percentile (measured over the 1 year period to 30 June 2018) 50% - Ore reserves at Mt Morgans Gold Operation exceeding 1.2 million ounces 50% - TSR performance to peers above 50th percentile (measured over the 1 year period - - to 30 June 2019) (i) Subsequent to 30 June 2019 it was determined that 0% of the TSR and 100% of the company performance conditions had been satisfied. On vesting, each right automatically converts to one ordinary share. If the employee ceases employment before the rights vest, the rights will be forfeited, except in limited circumstances that are approved by the Board. The Company’s TSR performance for all share rights on issue at 30 June 2019 are assessed against the following 10 peer group companies. Peer Companies 1 2 3 4 5 6 7 8 9 St Barbara Limited Saracen Mineral Holdings Limited Resolute Mining Limited Gold Road Resources Limited Perseus Mining Limited Beadell Resources Limited Silver Lake Resources Limited Doray Minerals Limited Troy Resources Limited 10 Ramelius Resources Limited - - - - ASX Codes SBM SAR RSG GOR PRU BDR SLR DRM TRY RMS DIRECTORS’ REPORT DIRECTORS’ REPORT Remuneration Report Audited (Continued) Remuneration Disclosures The details of the remuneration of each Director and member of Key Management Personnel of the Company for the years ending 30 June 2019 and 2018 was as follows: Cash Non-Cash Short-term Benefits Post- employment benefits Long- term benefits Salary (i) $ Cash Bonus (ii) $ Super- annuation $ Long service leave $ Share- based payments Share rights(iii) & options(iv) $ Total Remuneration $ Performance Related % Rohan Williams Ian Cochrane Barry Patterson Robert Reynolds Grant Dyker FY19 584,734 230,000 25,000 15,094 371,433 1,226,261 FY18 648,601 230,000 25,000 12,559 722,845 1,639,005 FY19 FY18 FY19 FY18 FY19 FY18 80,000 80,000 80,000 80,000 80,000 80,000 - - - - - - FY19 355,814 87,500 FY18 364,790 87,500 7,600 7,600 7,600 7,600 7,600 7,600 20,172 20,049 - - - - - - - - - - - - 2,424 134,197 4,226 203,926 87,600 87,600 87,600 87,600 87,600 87,600 600,107 680,491 Total FY19 1,180,548 317,500 67,972 17,518 505,630 2,089,168 FY18 1,253,391 317,500 67,849 16,785 926,771 2,582,296 49.0% 58.1% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 36.9% 42.8% 39.4% 48.2% (i) Salary includes movements in annual leave provision during the year. Entitlements cashed out above the minimum statutory superannuation threshold have been included in salaries. (ii) Cash bonus paid is inclusive of superannuation. Superannuation contributions on bonuses which exceed the minimum statutory superannuation threshold that are cashed out have been included in the cash bonus. (iii) The fair value of share performance rights is calculated at the date of grant using a Monte Carlo simulation, a review of historical share price volatility and correlation of the share price of the Company to its Peer Group. The fair value is allocated to each reporting period evenly over the period from grant date to vesting date. The value disclosed in the above table is the portion of the fair value of the performance rights recognised in the reporting period. (iv) The fair value of options is calculated at the date of grant using the Black Scholes option pricing model and allocated to each reporting period evenly over the period from grant date to vesting date. The value disclosed in the above table is the portion of the fair value of the options recognised in the reporting period. Dacian Gold Limited 2019 Annual Report 16 | P a g e Dacian Gold Limited 2019 Annual Report 17 | P a g e DAC I A N G O L D  | ANNUAL REPORT 2019 17 DIRECTORS’ REPORT DIRECTORS’ REPORT Remuneration Report Audited (Continued) Share holdings The number of shares in the Company held during the financial year by Key Management Personnel of the Company, including their related parties, are set out below. Name Rohan Williams Ian Cochrane Barry Patterson Robert Reynolds Grant Dyker Balance at start of the year 8,112,296 Vested and issued as remuneration 200,000 Other changes during the period 5,555 Balance at the end of the year 8,317,851 259,740 6,954,987 2,725,000 137,455 - - - - 5,555 2,000,000 5,555 - 265,295 8,954,987 2,730,555 137,455 Loans Made to Key Management Personnel No loans were made to key personnel, including personally related entities during the reporting period. Other Transactions with Key Management Personnel For the year ended 30 June 2019, services totalling $216,042 (2018: $6,948) were provided on normal commercial terms to the Group by Perenti Global and its subsidiaries (previously Ausdrill Limited), of which Mr Cochrane is Non-Executive Chairman. The services provided related to open pit grade control drilling and mineral analysis. Mr Cochrane was not party to any contract negotiations for either party. Other than the above, there have been no other transactions with, and no amounts are owing to or owed by Key Management Personnel. End of Remuneration Report Dacian Gold Limited 2019 Annual Report 18 DAC I A N G O L D  | ANNUAL REPORT 2019 18 | P a g e The number of shares in the Company held during the financial year by Key Management Personnel of the Company, including their related parties, are set out below. A copy of the Auditor’s Independence Declaration as required under Section 307C of the Corporations Act is set out on the following page. Balance at start of Vested and issued as Other changes remuneration during the period Balance at the end of the year This report is made in accordance with a resolution of the Directors. DIRECTORS’ REPORT DIRECTORS’ REPORT Auditor’s Independence Declaration DATED at Perth this 13th day of September 2019. Rohan Williams Executive Chairman & CEO DIRECTORS’ REPORT Remuneration Report Audited (Continued) Share holdings Name Rohan Williams Ian Cochrane Barry Patterson Robert Reynolds Grant Dyker the year 8,112,296 259,740 6,954,987 2,725,000 137,455 Loans Made to Key Management Personnel 200,000 - - - - 2,000,000 5,555 5,555 5,555 - 8,317,851 265,295 8,954,987 2,730,555 137,455 No loans were made to key personnel, including personally related entities during the reporting period. Other Transactions with Key Management Personnel For the year ended 30 June 2019, services totalling $216,042 (2018: $6,948) were provided on normal commercial terms to the Group by Perenti Global and its subsidiaries (previously Ausdrill Limited), of which Mr Cochrane is Non-Executive Chairman. The services provided related to open pit grade control drilling and mineral analysis. Mr Cochrane was not party to any contract negotiations for either party. Other than the above, there have been no other transactions with, and no amounts are owing to or owed by Key Management Personnel. End of Remuneration Report Dacian Gold Limited 2019 Annual Report 18 | P a g e Dacian Gold Limited 2019 Annual Report 19 | P a g e DAC I A N G O L D  | ANNUAL REPORT 2019 19 DIRECTORS’ REPORT Lead Auditor’s Independence Declaration under Section 307C of the Corporations Act 2001 Lead Auditor’s Independence Declaration under Section 307C of the Corporations Act 2001 To the Directors of Dacian Gold Limited I declare that, to the best of my knowledge and belief, in relation to the audit of Dacian Gold Limited for the financial year ended 30 June 2019 there have been: To the Directors of Dacian Gold Limited i. no contraventions of the auditor independence requirements as set out in the Corporations Act 2001 in relation to the audit; and I declare that, to the best of my knowledge and belief, in relation to the audit of Dacian Gold Limited for the financial year ended 30 June 2019 there have been: no contraventions of any applicable code of professional conduct in relation to the audit. ii. i. ii. KPMG KPMG no contraventions of the auditor independence requirements as set out in the Corporations Act 2001 in relation to the audit; and no contraventions of any applicable code of professional conduct in relation to the audit. Graham Hogg Partner Perth 13 September 2019 Graham Hogg Partner Perth 13 September 2019 KPMG, an Australian partnership and a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (“KPMG International”), a Swiss entity. Liability limited by a scheme approved under Professional Standards Legislation. 20 DAC I A N G O L D  | ANNUAL REPORT 2019 KPMG, an Australian partnership and a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (“KPMG International”), a Swiss entity. Liability limited by a scheme approved under Professional Standards Legislation. CONSOLIDATED STATEMENT OF PROFIT OR LOSS AND OTHER COMPREHENSIVE INCOME CONSOLIDATED STATEMENT OF PROFIT OR LOSS AND OTHER COMPREHENSIVE INCOME FOR THE YEAR ENDED 30 JUNE 2019 FOR THE YEAR ENDED 30 JUNE 2019 Revenue Cost of goods sold Gross Profit Employee expenses Share-based employee expense Net finance costs / (income) Exploration costs expensed and written off Other expenses Loss before income tax Income tax benefit Net profit / (loss) for the period attributable to the members of the parent entity Other comprehensive income for the period, net of tax Total comprehensive profit / (loss) for the period attributable to the members of the parent entity Profit / (loss) per share Basic earnings per share attributable to ordinary equity holders of the parent (cents per share) Diluted earnings per share attributable to ordinary equity holders of the parent (cents per share) Note 2 3 3 20 3 11 4 18 5 5 Consolidated 30 June 2019 $’000 30 June 2018 $’000 132,821 (108,943) 23,878 (3,632) (760) (4,946) (12,247) (3,625) (1,332) 4,350 3,018 - 3,018 1.4 1.3 - - - (2,634) (1,368) 1,168 (27,445) (2,596) (32,875) 27,473 (5,402) - (5,402) (2.6) (2.6) The above consolidated statement of profit or loss and other comprehensive income should be read in conjunction with the accompanying notes. Dacian Gold Limited 2019 Annual Report DAC I A N G O L D  | ANNUAL REPORT 2019 21 21 | P a g e CONSOLIDATED STATEMENT OF FINANCIAL POSITION CONSOLIDATED STATEMENT OF FINANCIAL POSITION FOR THE YEAR ENDED 30 JUNE 2019 AS AT 30 JUNE 2019 Consolidated Current assets Cash and cash equivalents Receivables Inventories Total current assets Non-current assets Property, plant and equipment Exploration and evaluation assets Mine properties Deferred tax assets Total non-current assets Total assets Current liabilities Trade and other payables Provisions Borrowings Total current liabilities Non-current liabilities Provisions Borrowings Total non-current liabilities Total liabilities Net assets Equity Issued capital Share-based payments reserve Accumulated losses Total equity Note 7 8 9 10 11 12 19 14 15 16 15 16 18 18 18 30 June 2019 $’000 35,515 5,173 20,674 61,362 130,858 4,072 142,763 32,573 310,266 371,628 43,954 1,151 37,395 82,500 18,608 85,645 104,253 186,753 184,875 244,513 3,007 (62,645) 184,875 30 June 2018 $’000 62,866 3,724 13,096 79,686 150,073 4,163 103,004 28,143 285,383 365,069 50,297 784 76,656 127,737 15,001 89,465 104,466 232,203 132,866 195,187 3,516 (65,837) 132,866 The above consolidated statement of financial position should be read in conjunction with the accompanying notes. 22 DAC I A N G O L D  | ANNUAL REPORT 2019 Dacian Gold Limited 2019 Annual Report 22 | P a g e CONSOLIDATED STATEMENT OF FINANCIAL POSITION AS AT 30 JUNE 2019 Consolidated Note 7 8 9 10 11 12 19 14 15 16 15 16 18 18 18 30 June 2019 $’000 35,515 5,173 20,674 61,362 130,858 4,072 142,763 32,573 310,266 371,628 43,954 1,151 37,395 82,500 18,608 85,645 104,253 186,753 184,875 244,513 3,007 (62,645) 184,875 30 June 2018 $’000 62,866 3,724 13,096 79,686 150,073 4,163 103,004 28,143 285,383 365,069 50,297 784 76,656 127,737 15,001 89,465 104,466 232,203 132,866 195,187 3,516 (65,837) 132,866 Current assets Cash and cash equivalents Receivables Inventories Total current assets Non-current assets Property, plant and equipment Exploration and evaluation assets Mine properties Deferred tax assets Total non-current assets Total assets Current liabilities Trade and other payables Provisions Borrowings Total current liabilities Non-current liabilities Provisions Borrowings Total non-current liabilities Total liabilities Net assets Equity Issued capital Total equity notes. Share-based payments reserve Accumulated losses The above consolidated statement of financial position should be read in conjunction with the accompanying CONSOLIDATED STATEMENT OF CHANGES IN EQUITY CONSOLIDATED STATEMENT OF CHANGES IN EQUITY FOR THE YEAR ENDED 30 JUNE 2019 FOR THE YEAR ENDED 30 JUNE 2019 Note Issued capital Share reserve Accumulated losses Consolidated $’000 $’000 $’000 191,783 2,965 (60,435) Balance at 1 July 2017 Reported loss for the year Other comprehensive income Total comprehensive loss for the year Deferred tax on share issue costs(i) Options exercised (cash) Options exercised (non-cash) Performance rights exercised Share-based payments expense - - - 1,075 1,512 586 231 - Balance at 30 June 2018 195,187 Reported profit for the year Other comprehensive income Total comprehensive profit for the year Shares issued Share issue transaction costs Options exercised (cash) Options exercised (non-cash) Performance rights exercised Performance rights forfeited Share-based payments expense - - - 48,429 (1,868) 1,670 458 637 - - Attributable to owners of the parent $’000 134,313 (5,402) - (5,402) 1,075 1,512 - - 1,368 (5,402) - (5,402) - - - - - (65,837) 132,866 3,018 - 3,018 - - - - - 174 - 3,018 - 3,018 48,429 (1,868) 1,670 - - - 760 - - - - - (586) (231) 1,368 3,516 - - - - - - (458) (637) (174) 760 Balance at 30 June 2019 18 244,513 3,007 (62,645) 184,875 (i) Relates to tax effect of prior period equity raising costs first brought to account at 30 June 2018. Refer note 4 for further discussion. The above statement of changes in equity should be read in conjunction with the accompanying notes. Dacian Gold Limited 2019 Annual Report 22 | P a g e Dacian Gold Limited 2019 Annual Report DAC I A N G O L D  | ANNUAL REPORT 2019 23 23 | P a g e CONSOLIDATED STATEMENT OF CASH FLOWS FOR THE YEAR ENDED 30 JUNE 2019 CONSOLIDATED STATEMENT OF CASH FLOWS FOR THE YEAR ENDED 30 JUNE 2019 Note Cash flows from operating activities Gold sales Interest received Research & development tax concession income Other income Interest paid Payments for exploration and evaluation Payments to suppliers and employees Net cash from operating activities 7 Cash flows from investing activities Payments for mine properties expenditure (net of pre- production revenue) Payments for plant and equipment Payments for capitalised interest during development Payments to acquire exploration assets(i) Net cash from investing activities Cash flows from financing activities Proceeds from issue of share capital Proceeds from issue of options Share issue transaction costs Proceeds from borrowings Repayment of borrowings Transaction costs associated with borrowings Net cash from financing activities Net decrease in cash and cash equivalents Cash and cash equivalents at the beginning of the period Cash and cash equivalents at the end of the period 7 7 Consolidated 30 June 2019 $’000 132,550 1,046 - 272 (3,229) (13,009) (70,444) 47,186 30 June 2018 $’000 - 1,479 502 - (243) (17,196) (2,080) (17,538) (59,496) (156,816) (3,432) (2,894) (11,500) (77,322) 48,330 1,670 (1,948) - (44,500) (767) 2,785 (27,351) 62,866 35,515 (195) (3,222) - (160,233) - 1,512 - 150,000 - (1,038) 150,474 (27,297) 90,163 62,866 (i) Consideration paid to terminate a Jupiter life-of-mine royalty obligation accrued in the prior year. The above statement of cash flows should be read in conjunction with the accompanying notes. 24 DAC I A N G O L D  | ANNUAL REPORT 2019 Dacian Gold Limited 2019 Annual Report 24 | P a g e NOTES TO THE FINANCIAL STATEMENTS NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 FOR THE YEAR ENDED 30 JUNE 2019 Basis of Preparation .............................................................................................................................. 26 Performance for the Year ..................................................................................................................... 29 Segment Information ........................................................................................................ 29 Note 1 Revenue ............................................................................................................................ 29 Note 2 Expenses ........................................................................................................................... 30 Note 3 Income Tax ........................................................................................................................ 31 Note 4 Earnings per Share ............................................................................................................ 33 Note 5 Note 6 Dividends .......................................................................................................................... 33 Operating Assets and Liabilities ........................................................................................................... 34 Cash and Cash Equivalents ............................................................................................... 34 Note 7 Receivables ....................................................................................................................... 35 Note 8 Inventories ........................................................................................................................ 35 Note 9 Property, Plant and Equipment ........................................................................................ 36 Note 10 Note 11 Exploration and Evaluation Assets .................................................................................... 37 Note 12 Mine Properties ................................................................................................................ 38 Impairment of Assets ........................................................................................................ 40 Note 13 Trade and Other Payables................................................................................................. 41 Note 14 Note 15 Provisions .......................................................................................................................... 42 Capital Structure, Financial Instruments and Risk ............................................................................... 44 Borrowings and Finance Costs .......................................................................................... 44 Note 16 Financial Instruments........................................................................................................ 46 Note 17 Note 18 Issued Capital and Reserves .............................................................................................. 49 Other Disclosures .................................................................................................................................. 50 Deferred Tax ..................................................................................................................... 50 Note 19 Share-Based Payments ..................................................................................................... 52 Note 20 Commitments ................................................................................................................... 56 Note 21 Contingencies .................................................................................................................... 57 Note 22 Related Party Disclosures ................................................................................................. 57 Note 23 Key Management Personnel ............................................................................................. 58 Note 24 Auditors Remuneration .................................................................................................... 58 Note 25 Events Subsequent to the Reporting Date ....................................................................... 59 Note 26 New and Revised Accounting Standards .......................................................................... 59 Note 27 CONSOLIDATED STATEMENT OF CASH FLOWS FOR THE YEAR ENDED 30 JUNE 2019 Consolidated Note Cash flows from operating activities Gold sales Interest received Other income Interest paid Research & development tax concession income Payments for exploration and evaluation Payments to suppliers and employees Net cash from operating activities 7 Cash flows from investing activities production revenue) Payments for plant and equipment Payments for capitalised interest during development Payments to acquire exploration assets(i) Net cash from investing activities Cash flows from financing activities Proceeds from issue of share capital Proceeds from issue of options Share issue transaction costs Proceeds from borrowings Repayment of borrowings Transaction costs associated with borrowings Net cash from financing activities Net decrease in cash and cash equivalents Cash and cash equivalents at the beginning of the period Cash and cash equivalents at the end of the period 7 7 30 June 2019 $’000 132,550 1,046 - 272 (3,229) (13,009) (70,444) 47,186 (3,432) (2,894) (11,500) (77,322) 48,330 1,670 (1,948) - (44,500) (767) 2,785 (27,351) 62,866 35,515 30 June 2018 $’000 1,479 502 - - (243) (17,196) (2,080) (17,538) (195) (3,222) (160,233) - - - - 1,512 150,000 (1,038) 150,474 (27,297) 90,163 62,866 Payments for mine properties expenditure (net of pre- (59,496) (156,816) (i) Consideration paid to terminate a Jupiter life-of-mine royalty obligation accrued in the prior year. The above statement of cash flows should be read in conjunction with the accompanying notes. Dacian Gold Limited 2019 Annual Report 24 | P a g e Dacian Gold Limited 2019 Annual Report 25 | P a g e DAC I A N G O L D  | ANNUAL REPORT 2019 25 NOTES TO THE FINANCIAL STATEMENTS NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 FOR THE YEAR ENDED 30 JUNE 2019 Basis of Preparation Dacian Gold Limited (“Dacian” or the “Company”) is a for profit company limited by shares, incorporated and domiciled in Australia, whose shares are publicly traded on the Australian Securities Exchange. A description of the nature of operations and principal activities of Dacian and its subsidiaries (collectively, the “Group”) is included in the Directors’ Report, which is not part of these financial statements. The financial statements were authorised for issue in accordance with a resolution of the Directors on 13 September 2019. The financial report is a general purpose financial report which: - - - - - has been prepared in accordance with the requirements of the Corporations Act 2001, Australian Accounting Standards and other authoritative pronouncements of the Australian Accounting Standards Board (AASB) and complies with International Financial Reporting Standards (IFRS) as issued by the International Accounting Standards Board (IASB); has been prepared on a historical cost basis except for assets and liabilities and share-based payments which are required to be measured at fair value. The basis of measurement is discussed further in the individual notes; is presented in Australian dollars with all values rounded to the nearest thousand dollars ($’000) unless otherwise stated, in accordance with ASIC Instrument 2016/191; adopts all new and amended Accounting Standards and Interpretations issued by the AASB that are relevant to the operations of the Group and effective for reporting periods beginning on or after 1 July 2018. Refer to note 27 for further details; does not early adopt Accounting Standards and Interpretations that have been issued or amended but are not yet effective. Refer to note 27 for further details. Going Concern Basis for Preparation of Financial Statements These financial statements have been prepared on the going concern basis, which contemplates the continuity of normal business activities and the realisation of assets and discharge of liabilities in the normal course of business. The Group held cash on hand as at 30 June 2019 of $35.5 million (30 June 2018: $62.9 million) and $10.1 million in unsold gold on hand (5,026 ounces valued at the 30 June 2019 closing spot gold price of A$2,015 per ounce). As at 30 June 2019 the Group has a working capital deficit of $21.1 million (2018: $48.1 million), which includes a current liability for scheduled bank debt repayments totalling $33.3 million. For the year ended 30 June 2019 the Group made an after tax profit of $3.0 million. At 30 June 2019 the Group held total assets of $371.6 million. Cash outflows from operations and investment activities were $30.1 million. This includes expenditure incurred to terminate a Jupiter life-of-mine private royalty obligation ($11.5 million), and pre-commercial production operating and development expenditure net of gold revenue ($39.3 million). Cash flows for the year have been impacted by lower than expected gold production due to a combination of the underperformance of the underground mining contractor, lower than expected grade performance from certain subordinate lodes and the failure of the ball mill motor in June 2019. The Directors consider the going concern basis of preparation to be appropriate based on forecast cash flows. The cash flow forecast is dependent on the MMGO achieving forecast targets for gold revenue, mining operations and processing activities that are in accordance with management’s schedules and Board approved budgets and forecast gold price and foreign exchange assumptions to enable the cash flow forecast to be achieved. Key to achieving forecast cash flows is the Group’s ability to achieve forecast gold production. As disclosed in note 16, at 30 June 2019 the MMGO Project Debt Facility held with a syndicate of financiers, was fully drawn to $105.5 million. The loan agreement contains a number of typical financial covenants that are assessed and reported to financiers on a quarterly basis. As a result of becoming aware of the lower than planned gold production for the June quarter 2019, a forecast breach of a financial covenant as at 30 June 2019 was identified. In anticipation of the ratio breach, MMGO obtained a waiver from the Financiers prior to 30 June 2019. Dacian Gold Limited 2019 Annual Report 26 DAC I A N G O L D  | ANNUAL REPORT 2019 26 | P a g e NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 Basis of Preparation Dacian Gold Limited (“Dacian” or the “Company”) is a for profit company limited by shares, incorporated and domiciled in Australia, whose shares are publicly traded on the Australian Securities Exchange. A description of the nature of operations and principal activities of Dacian and its subsidiaries (collectively, the “Group”) is included in the Directors’ Report, which is not part of these financial statements. The financial statements were authorised for issue in accordance with a resolution of the Directors on 13 September 2019. The financial report is a general purpose financial report which: - has been prepared in accordance with the requirements of the Corporations Act 2001, Australian Accounting Standards and other authoritative pronouncements of the Australian Accounting Standards Board (AASB) and complies with International Financial Reporting Standards (IFRS) as issued by the International Accounting Standards Board (IASB); has been prepared on a historical cost basis except for assets and liabilities and share-based payments which are required to be measured at fair value. The basis of measurement is discussed further in the individual notes; is presented in Australian dollars with all values rounded to the nearest thousand dollars ($’000) unless otherwise stated, in accordance with ASIC Instrument 2016/191; adopts all new and amended Accounting Standards and Interpretations issued by the AASB that are relevant to the operations of the Group and effective for reporting periods beginning on or after 1 July 2018. Refer to note 27 for further details; does not early adopt Accounting Standards and Interpretations that have been issued or amended but are not yet effective. Refer to note 27 for further details. - - - - Going Concern Basis for Preparation of Financial Statements These financial statements have been prepared on the going concern basis, which contemplates the continuity of normal business activities and the realisation of assets and discharge of liabilities in the normal course of business. The Group held cash on hand as at 30 June 2019 of $35.5 million (30 June 2018: $62.9 million) and $10.1 million in unsold gold on hand (5,026 ounces valued at the 30 June 2019 closing spot gold price of A$2,015 per ounce). As at 30 June 2019 the Group has a working capital deficit of $21.1 million (2018: $48.1 million), which includes a current liability for scheduled bank debt repayments totalling $33.3 million. For the year ended 30 June 2019 the Group made an after tax profit of $3.0 million. At 30 June 2019 the Group held total assets of $371.6 million. Cash outflows from operations and investment activities were $30.1 million. This includes expenditure incurred to terminate a Jupiter life-of-mine private royalty obligation ($11.5 million), and pre-commercial production operating and development expenditure net of gold revenue ($39.3 million). Cash flows for the year have been impacted by lower than expected gold production due to a combination of the underperformance of the underground mining contractor, lower than expected grade performance from certain subordinate lodes and the failure of the ball mill motor in June 2019. The Directors consider the going concern basis of preparation to be appropriate based on forecast cash flows. The cash flow forecast is dependent on the MMGO achieving forecast targets for gold revenue, mining operations and processing activities that are in accordance with management’s schedules and Board approved budgets and forecast gold price and foreign exchange assumptions to enable the cash flow forecast to be achieved. Key to achieving forecast cash flows is the Group’s ability to achieve forecast gold production. As disclosed in note 16, at 30 June 2019 the MMGO Project Debt Facility held with a syndicate of financiers, was fully drawn to $105.5 million. The loan agreement contains a number of typical financial covenants that are assessed and reported to financiers on a quarterly basis. As a result of becoming aware of the lower than planned gold production for the June quarter 2019, a forecast breach of a financial covenant as at 30 June 2019 was identified. In anticipation of the ratio breach, MMGO obtained a waiver from the Financiers prior to 30 June 2019. NOTES TO THE FINANCIAL STATEMENTS NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 FOR THE YEAR ENDED 30 JUNE 2019 Basis of Preparation (continued) Going Concern Basis for Preparation of Financial Statements (continued) Under the terms of the Project Debt Facility, ‘Project Completion’ is required to be achieved by 31 December 2019. Project Completion requires a number of physical and financial tests conducted over a 60 day period. Failure to achieve the Project Completion by this date would, unless waived or extended further by the syndicate of financiers, trigger an event of default under the facility. In addition, prior to the achievement of Project Completion, Dacian Gold Limited is unable to withdraw funds from Mt Morgans WA Mining Pty Ltd, the subsidiary owning and operating the MMGO. The Directors have a reasonable expectation Project Completion can be achieved in the required timeframe and anticipate meeting all other forecast debt covenants. Should the Group not successfully achieve some or all of these forecast targets and assumptions, the Group may require funding support which may include using the cash reserved on deposit account to meet debt repayment obligations, rescheduling of debt repayments, obtaining waivers of certain covenants in the Project Debt Facility or accessing the capital markets. Principles of Consolidation The consolidated financial statements comprise the financial statements of the Group. A list of controlled entities (subsidiaries) at year end is contained in note 23. The financial statements of subsidiaries are prepared for the same reporting period as the parent company, using consistent accounting policies. Adjustments are made to bring into line any dissimilar accounting policies that may exist. In preparing the consolidated financial statements, all intercompany balances and transactions, income and expenses and profits and losses resulting from intra-group transactions have been eliminated. Subsidiaries are consolidated from the date on which control is obtained to the date on which control is disposed. The acquisition of subsidiaries is accounted for using the acquisition method of accounting. Foreign Currencies Both the functional currency of each entity within the Group and the Group’s presentation currency is Australian dollars. Transactions in foreign currencies are initially recorded in Australian dollars at the exchange rate of the day. Foreign currency monetary assets and liabilities are translated to Australian dollars at the reporting date exchange rate. Foreign exchange gains and losses are generally recognised in the profit or loss. Other Accounting Policies Significant and other accounting policies that summarise the measurement basis used and are relevant to an understanding of the financial statements are provided throughout the notes to the financial statements. Where possible, wording has been simplified to provide clearer commentary on the financial report of the Group. Accounting policies determined non-significant are not included in the financial statements. Key Estimates and Judgements In the process of applying the Group’s accounting policies, management has made a number of judgements and applied estimates of future events. Judgements and estimates which are material to the financial report are found in the following notes. Note 3 Expenses page 30 Note 9 Inventories page 35 Note 11 Exploration and evaluation assets page 37 Note 12 Mine properties page 38 Note 13 Impairment page 40 Note 15 Provisions page 42 Note 19 Deferred tax page 50 Note 20 Share-based payments page 52 Refer to page 26 for further discussion on going concern. Dacian Gold Limited 2019 Annual Report 26 | P a g e Dacian Gold Limited 2019 Annual Report DAC I A N G O L D  | ANNUAL REPORT 2019 27 27 | P a g e NOTES TO THE FINANCIAL STATEMENTS NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 FOR THE YEAR ENDED 30 JUNE 2019 Basis of Preparation (continued) The Notes to the Financial Statements The notes include information which is required to understand the financial statements and is material and relevant to the operations and the financial position and performance of the Group. Information is considered relevant and material if, for example: - the amount is significant due to its size or nature; - the amount is important for understanding the results of the Group; - it helps to explain the impact of significant changes in the Group’s business; or - it relates to an aspect of the Group’s operations that is important to its future performance. The notes are organised into the following sections: - Performance for the year; - Operating assets and liabilities; - Capital structure and risk; - Other disclosures. A brief explanation is included under each section. Dacian Gold Limited 2019 Annual Report 28 DAC I A N G O L D  | ANNUAL REPORT 2019 28 | P a g e NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 Basis of Preparation (continued) The Notes to the Financial Statements The notes include information which is required to understand the financial statements and is material and relevant to the operations and the financial position and performance of the Group. Information is considered relevant and material if, for example: - the amount is significant due to its size or nature; - the amount is important for understanding the results of the Group; - it helps to explain the impact of significant changes in the Group’s business; or - it relates to an aspect of the Group’s operations that is important to its future performance. The notes are organised into the following sections: - Performance for the year; - Operating assets and liabilities; - Capital structure and risk; - Other disclosures. A brief explanation is included under each section. NOTES TO THE FINANCIAL STATEMENTS NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 FOR THE YEAR ENDED 30 JUNE 2019 Performance for the Year This section of the notes provides further information on key line items relevant to the financial performance of the Group. It includes profitability, the resultant return to shareholders via earnings per share and dividends. Note 1 Segment Information The Group has identified its operating segments based on the internal reports that are reviewed and used by the Board of Directors in assessing performance and determining the allocation of resources. Reportable segments disclosed are based on aggregating operating segments, where the segments have similar characteristics. The Group’s sole activity is mineral production, exploration and development at the Mt Morgans Gold Operation (“MMGO”) wholly within Australia, therefore it has aggregated all operating segments into the one reportable segment being mineral production, exploration and development. The reportable segment is represented by the primary statements forming these financial statements. Note 2 Revenue Accounting Policies Gold Sales The specific recognition criteria for the Group’s gold sales is upon settlement and when ownership of the gold is transferred to the customer. Prior to the commencement of commercial production on 1 January 2019 revenue from the sale of gold and silver was treated as a pre-production income and credited to capitalised mine properties in development. The Group has applied AASB 15 Revenue from Contracts with Customers from 1 July 2018 with adoption of the standard not having a material effect on the Group’s financial statements. Under AASB 15, revenue is recognised when a customer obtains control of the goods or services. Determining the timing of the transfer of control requires judgement. With the sale of gold bullion, this occurs when physical bullion, from a contracted sale, is transferred from the Company’s account into the account of the buyer. Revenue from contracts with customers Gold Sales Silver Sales Gold delivery commitments 30 June 2019 $’000 132,550 271 132,821 30 June 2018 $,000 - - - The Group enters into gold forward contracts to manage the gold price of a proportion of anticipated gold sales. The forward contracts are settled by the physical delivery of gold as per the contract terms. The contracts are accounted for as gold sales contracts with revenue recognised once the gold has been delivered to the counterparties. Consistent with the gold sales revenue recognition policy above, the physical gold delivery contracts are considered contracts to sell a non-financial item and therefore do not fall within the scope of AASB 9 Financial Instruments. Due within 1 year Due after 1 year but not more than 5 years Gold for physical delivery oz 123,449 24,000 Average contract sale price A$/oz 1,823 1,743 Value of committed sales $’000 225,073 41,841 147,449 1,810 266,914 Dacian Gold Limited 2019 Annual Report 28 | P a g e Dacian Gold Limited 2019 Annual Report DAC I A N G O L D  | ANNUAL REPORT 2019 29 29 | P a g e NOTES TO THE FINANCIAL STATEMENTS NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 FOR THE YEAR ENDED 30 JUNE 2019 Note 3 Expenses Accounting Policies Prior to the commencement of commercial production at the MMGO on 1 January 2019 expenditure of an operating nature was capitalised to mine properties in development including cash costs of pre-commercial production, depreciation and amortisation. Costs of production Cash costs of production is a component of cost of goods sold and includes direct costs incurred for mining, processing and mine site administration, net of costs capitalised to mine properties, pre-strip and production stripping assets. This category also includes movements in the cost of inventory. Cost of goods sold Costs of production Royalties Depreciation of mine plant and equipment Amortisation of mine properties Depreciation & Amortisation 30 June 2019 $’000 86,924 3,354 8,020 10,645 108,943 30 June 2018 $’000 - - - - - Depreciation is calculated on units of production, straight-line or written down value basis over the estimated useful life of the assets as follows: Class of Fixed Asset ▪ Office equipment and fixtures ▪ Computer equipment & software ▪ Motor Vehicles ▪ Plant and equipment Useful Life 3 - 4 years 2 - 4 years 3 years 3 - 10 years / units of production Depreciation methods, useful lives and residual values are reviewed at each reporting date. Mine properties are amortised on a unit-of-production basis over the resource of the relevant mining area. The unit of account is tonnes of ore mined. The Group assesses future production stripping and mine development costs required to bring existing reserves into production and includes an estimate of these costs in the base when calculating amortisation expense. Depreciation and Amortisation Depreciation expense – recognised in cost of goods sold Depreciation expense – other Amortisation expense 30 June 2019 $’000 8,020 224 10,645 18,889 30 June 2018 $’000 - 528 - 528 Key estimates and assumptions Unit-of-production method of depreciation/amortisation The Group uses the unit-of-production basis when depreciating/amortising life-of-mine specific assets which results in a depreciation/amortisation charge proportionate to the depletion of the anticipated remaining life-of- mine production. Each item’s economic life, which is assessed annually, has due regard for both its physical life limitations and to present assessments of the available resource of the mine property at which it is located. Dacian Gold Limited 2019 Annual Report 30 DAC I A N G O L D  | ANNUAL REPORT 2019 30 | P a g e NOTES TO THE FINANCIAL STATEMENTS NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 FOR THE YEAR ENDED 30 JUNE 2019 Note 3 Expenses (continued) Borrowings and finance costs General and specific borrowing costs that are directly attributable to the acquisition, construction or production of a qualifying asset are capitalised during the period of time that is required to complete and prepare the asset for its intended use or sale. Qualifying assets are assets that necessarily take a substantial period of time to get ready for their use or sale. Other borrowing costs are expensed in the period in which they are incurred. Prior to the commencement of commercial production on 1 January 2019 borrowing costs attributable to the MMGO have been capitalised and are amortised over the life of the qualifying asset. Interest income Interest income is recognised on a time proportion basis and is recognised as it accrues. Rehabilitation and restoration unwind Borrowing costs (i) Interest expense on borrowings Interest income 30 June 2019 $’000 94 2,484 3,414 (1,046) 4,946 30 June 2018 $’000 - - 275 (1,443) (1,168) Depreciation is calculated on units of production, straight-line or written down value basis over the estimated Employee expenses (i) Borrowing costs includes an expense of $2.3 million for previously capitalised transaction costs. Refer note 16. Corporate Employee expenses Salaries and wages Director fees and consulting expenses Defined contribution superannuation Other employment expenses Note 4 Income Tax Accounting Policy 30 June 2019 $’000 2,829 240 292 271 3,632 30 June 2018 $’000 1,883 240 213 298 2,634 Current tax is the expected tax payable on the taxable income for the year, using tax rates enacted or substantially enacted at the reporting date, and any adjustment to tax payable in respect of previous years. (a) Income Statement Current income tax: Current income tax charge / (benefit) Research and development tax concession Deferred income tax: Tax losses brought to account for the first time Relating to origination and reversal of timing differences Income tax (benefit) / expense reported in the Statement of Profit or Loss and Other Comprehensive Income 30 June 2019 $’000 (11,997) - (9,884) 17,531 (4,350) 30 June 2018 $’000 (12,364) (405) (18,203) 3,499 (27,473) NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 Note 3 Expenses Accounting Policies Prior to the commencement of commercial production at the MMGO on 1 January 2019 expenditure of an operating nature was capitalised to mine properties in development including cash costs of pre-commercial production, depreciation and amortisation. Costs of production Cash costs of production is a component of cost of goods sold and includes direct costs incurred for mining, processing and mine site administration, net of costs capitalised to mine properties, pre-strip and production stripping assets. This category also includes movements in the cost of inventory. 30 June 2019 $’000 86,924 3,354 8,020 10,645 108,943 30 June 2018 $’000 - - - - - Cost of goods sold Costs of production Royalties Depreciation of mine plant and equipment Amortisation of mine properties Depreciation & Amortisation useful life of the assets as follows: Class of Fixed Asset ▪ Office equipment and fixtures ▪ Computer equipment & software ▪ Motor Vehicles ▪ Plant and equipment Useful Life 3 - 4 years 2 - 4 years 3 years 3 - 10 years / units of production Depreciation methods, useful lives and residual values are reviewed at each reporting date. Mine properties are amortised on a unit-of-production basis over the resource of the relevant mining area. The unit of account is tonnes of ore mined. The Group assesses future production stripping and mine development costs required to bring existing reserves into production and includes an estimate of these costs in the base when calculating amortisation expense. 30 June 2019 $’000 8,020 224 10,645 18,889 30 June 2018 $’000 528 - - 528 Depreciation and Amortisation Depreciation expense – recognised in cost of goods sold Depreciation expense – other Amortisation expense Key estimates and assumptions Unit-of-production method of depreciation/amortisation The Group uses the unit-of-production basis when depreciating/amortising life-of-mine specific assets which results in a depreciation/amortisation charge proportionate to the depletion of the anticipated remaining life-of- mine production. Each item’s economic life, which is assessed annually, has due regard for both its physical life limitations and to present assessments of the available resource of the mine property at which it is located. Dacian Gold Limited 2019 Annual Report 30 | P a g e Dacian Gold Limited 2019 Annual Report DAC I A N G O L D  | ANNUAL REPORT 2019 31 31 | P a g e NOTES TO THE FINANCIAL STATEMENTS NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 FOR THE YEAR ENDED 30 JUNE 2019 Note 4 Income Tax (continued) (b) Statement of Changes in Equity Deferred income tax: Capital Raising Costs 30 June 2019 $’000 30 June 2018 $’000 (80) (1,075) (c) Reconciliation of consolidated income tax expense to prima facie tax payable Accounting loss from continuing operations before income tax expense Tax at the Australian rate of 30% (2018: 30%) Non-deductible expenses Research and development tax concession Capital raising costs claimed Temporary difference and losses now brought to account Adjustment in respect of previous year(i) Income tax (benefit) / expense reported in Profit or Loss and Other Comprehensive Income 30 June 2019 $’000 30 June 2018 $’000 (1,332) (32,875) (400) 231 - (505) - (3,676) (4,350) (9,862) 414 (405) (388) (17,232) - (27,473) (i) Following the commissioning of the treatment plant, management undertook a review of the effective lives of its assets which resulted in an income tax benefit in the 2019 financial year. Dacian Gold Limited 2019 Annual Report 32 DAC I A N G O L D  | ANNUAL REPORT 2019 32 | P a g e NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 Note 4 Income Tax (continued) (b) Statement of Changes in Equity Deferred income tax: Capital Raising Costs (c) Reconciliation of consolidated income tax expense to prima facie tax payable 30 June 2019 $’000 30 June 2018 $’000 (80) (1,075) 30 June 2019 $’000 (400) 231 (505) - - (3,676) (4,350) 30 June 2018 $’000 (9,862) 414 (405) (388) (17,232) - (27,473) Accounting loss from continuing operations before income tax expense (1,332) (32,875) Tax at the Australian rate of 30% (2018: 30%) Non-deductible expenses Research and development tax concession Capital raising costs claimed Temporary difference and losses now brought to account Adjustment in respect of previous year(i) Income tax (benefit) / expense reported in Profit or Loss and Other Comprehensive Income its assets which resulted in an income tax benefit in the 2019 financial year. NOTES TO THE FINANCIAL STATEMENTS NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 FOR THE YEAR ENDED 30 JUNE 2019 Note 5 Earnings per Share Accounting Policy Earnings per share (“EPS”) is the amount of post-tax profit attributable to each share. The Group presents basic and diluted EPS data for ordinary shares. Basic EPS is calculated by dividing the profit or loss attributable to ordinary shareholders of the Company by the weighted average number of ordinary shares outstanding during the period. Diluted EPS takes into account the dilutive effect of all potential ordinary shares, being unlisted employee share options and performance rights on issue. (i) Following the commissioning of the treatment plant, management undertook a review of the effective lives of d) Weighted average number of shares a) Basic earnings per share Profit / (loss) attributable to ordinary equity holders of the Company b) Diluted earnings per share Profit / (loss) attributable to ordinary equity holders of the Company c) Profit / (Loss) used in calculation of basic and diluted loss per share Profit / (loss) after tax from continuing operations 30 June 2019 Cents 1.4 1.3 $’000 3,018 No. 30 June 2018 Cents (2.6) (2.6) $’000 (5,402) No. Issued Ordinary shares at 1 July Effect of shares issued Weighted average number of ordinary shares at 30 June Effect of dilution: Share options (i) Performance rights (i) Weighted average number of ordinary shares adjusted for the effect of dilution 205,844,814 201,732,155 18,071,798 3,314,485 223,916,612 205,046,640 528,302 299,893 - - 224,744,807 205,046,640 (i) Share options and performance rights have been excluded from the 2018 financial year calculation as the Company was loss making and their effect would have been anti-dilutive. Note 6 Dividends No dividends were paid or proposed during the financial year ended 30 June 2019 (2018: Nil). Dacian Gold Limited 2019 Annual Report 32 | P a g e Dacian Gold Limited 2019 Annual Report DAC I A N G O L D  | ANNUAL REPORT 2019 33 33 | P a g e NOTES TO THE FINANCIAL STATEMENTS NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 FOR THE YEAR ENDED 30 JUNE 2019 Operating Assets and Liabilities This section of the notes shows cash generation, the assets used to generate the Group’s trading performance and the liabilities incurred as a result. Liabilities relating to the Group’s financing activities are addressed in the Capital Structure, Financial Instruments and Risk section on page 44. Note 7 Cash and Cash Equivalents Accounting Policy Cash and short-term deposits in the statement of financial position comprise cash at bank and in hand. Cash equivalents are short-term, highly liquid investments that are readily convertible to known amounts of cash and which are subject to an insignificant risk of changes in value. Cash at bank earns interest at floating rates based on daily deposit rates. At 30 June 2019, the Group had drawn debt totalling A$105,500,000. Refer to note 16 for further discussion. Cash at bank Cash reserved on deposit (i) 30 June 2019 $’000 35,515 - 35,515 30 June 2018 $’000 47,866 15,000 62,866 (i) At 30 June 2018 an amount of $15.0 million was reserved on deposit in respect of debt service obligations under the Project Debt Facility. At 30 June 2019, the $15.0 million reserve amount was utilised in full to fund (in part) a scheduled debt repayment obligation of $18.0 million paid in June 2019. The balance of the debt repayment, $3.0 million was sourced from MMGO operating cash flows. Use of the reserve was in accordance with the existing terms and conditions of the loan agreement and was supported by the Company’s syndicate of banks. Since 30 June 2019, $10.0 million has been deposited to the reserve account from MMGO operational cash flows. MMGO has an obligation to fully fund the reserve account to $15.0 million by 30 September 2019. MMGO cash flow forecasts indicate this obligation will be met. The Project Debt Facility allows MMGO the use of this reserve in future periods should operational cash flows be insufficient to meet scheduled debt repayments. If used, MMGO has an obligation to refund the reserve back to its limit of $15.0 million from operating cash flows in the following periods. Whilst the reserve is not fully funded, distributions to the Parent Entity, Dacian Gold Limited are not permitted. Reconciliation of profit / (loss) after tax to net cash outflow from operating activities: Profit / (loss) from ordinary activities after income tax Depreciation Net loss on sale of assets Share-based payments expense Exploration write-off Capitalised exploration expenditure Expense of previously capitalised borrowing costs Movement in assets and liabilities: (Increase)/decrease in financial assets (Increase)/decrease in other receivables (Increase)/decrease in inventories Increase/(decrease) in employee leave provisions Increase/(decrease) in trade and other payables Increase/(decrease) in deferred tax liabilities Net cash flow from operating activities 30 June 2019 $’000 3,018 18,889 - 760 91 - 2,349 - (1,941) (1,231) 231 29,369 (4,349) 47,186 30 June 2018 $’000 (5,402) 528 47 1,368 - (2,038) - 37 (240) - 82 15,553 (27,473) (17,538) Dacian Gold Limited 2019 Annual Report 34 DAC I A N G O L D  | ANNUAL REPORT 2019 34 | P a g e NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 Operating Assets and Liabilities This section of the notes shows cash generation, the assets used to generate the Group’s trading performance and the liabilities incurred as a result. Liabilities relating to the Group’s financing activities are addressed in the Capital Structure, Financial Instruments and Risk section on page 44. Note 7 Cash and Cash Equivalents Accounting Policy Cash and short-term deposits in the statement of financial position comprise cash at bank and in hand. Cash equivalents are short-term, highly liquid investments that are readily convertible to known amounts of cash and which are subject to an insignificant risk of changes in value. Cash at bank earns interest at floating rates based on daily deposit rates. At 30 June 2019, the Group had drawn debt totalling A$105,500,000. Refer to note 16 for further discussion. Cash at bank Cash reserved on deposit (i) (i) At 30 June 2018 an amount of $15.0 million was reserved on deposit in respect of debt service obligations under the Project Debt Facility. At 30 June 2019, the $15.0 million reserve amount was utilised in full to fund (in part) a scheduled debt repayment obligation of $18.0 million paid in June 2019. The balance of the debt repayment, $3.0 million was sourced from MMGO operating cash flows. Use of the reserve was in accordance with the existing terms and conditions of the loan agreement and was supported by the Company’s syndicate of banks. Since 30 June 2019, $10.0 million has been deposited to the reserve account from MMGO operational cash flows. MMGO has an obligation to fully fund the reserve account to $15.0 million by 30 September 2019. MMGO cash flow forecasts indicate this obligation will be met. The Project Debt Facility allows MMGO the use of this reserve in future periods should operational cash flows be insufficient to meet scheduled debt repayments. If used, MMGO has an obligation to refund the reserve back to its limit of $15.0 million from operating cash flows in the following periods. Whilst the reserve is not fully funded, distributions to the Parent Entity, Dacian Gold Limited are not permitted. Reconciliation of profit / (loss) after tax to net cash outflow from operating activities: Profit / (loss) from ordinary activities after income tax Depreciation Net loss on sale of assets Share-based payments expense Exploration write-off Capitalised exploration expenditure Expense of previously capitalised borrowing costs Movement in assets and liabilities: (Increase)/decrease in financial assets (Increase)/decrease in other receivables (Increase)/decrease in inventories Increase/(decrease) in employee leave provisions Increase/(decrease) in trade and other payables Increase/(decrease) in deferred tax liabilities Net cash flow from operating activities 30 June 2019 $’000 3,018 18,889 760 91 2,349 - - - (1,941) (1,231) 231 29,369 (4,349) 47,186 30 June 2018 $’000 (5,402) 528 47 1,368 (2,038) - - 37 (240) - 82 15,553 (27,473) (17,538) NOTES TO THE FINANCIAL STATEMENTS NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 FOR THE YEAR ENDED 30 JUNE 2019 Note 8 Receivables Accounting Policy Receivables are initially recognised at fair value and subsequently at the amounts considered receivable (financial assets at amortised cost). Balances within receivables do not contain impaired assets, are not past due and are expected to be received when due. The Group does not have trade receivables in relation to gold sales. The only material receivables at year end are for GST and fuel tax credits receivable from the Australian Taxation Office and therefore, the Group is not generally exposed to credit risk in relation to its receivables. Due to the short-term nature of these receivables, their carrying value is assumed to approximate fair value. 30 June 2019 $’000 35,515 - 35,515 30 June 2018 $’000 47,866 15,000 62,866 Current receivables GST receivable Prepayments Other receivables Note 9 Inventories Accounting Policy 30 June 2019 $’000 2,354 2,055 764 5,173 30 June 2018 $’000 1,945 1,110 669 3,724 Gold bullion, gold-in-circuit and ore stockpiles are physically measured or estimated and valued at the lower of cost and net realisable value. Cost is determined by the weighted average method and comprises direct purchase costs and an appropriate portion of fixed and variable overhead costs, including depreciation and amortisation, incurred in converting ore into gold bullion. Net realisable value is the estimated selling price in the ordinary course of business, less estimated costs of completion and costs of selling the final product, including royalties. Consumable stores are valued at the lower of cost and net realisable value. The cost of consumable stores is measured on a first-in first-out basis. Inventories expected to be sold (or consumed in the case of stores) within 12 months after the balance sheet date are classified as current assets, all other inventories are classified as non- current. ROM inventory – at cost Crushed ore – at cost Gold in circuit– at cost Gold dore – at cost Mine spares and stores – at cost Key Estimates and Assumptions Inventories 30 June 2019 $’000 4,635 1,462 4,292 6,464 3,821 20,674 30 June 2018 $’000 1,547 649 2,145 6,086 2,669 13,096 Net realisable value tests are performed at each reporting date and represent the estimated future sales price of the product based on prevailing spot metals process at the reporting date, less estimated costs to complete production and bring the product to sale. Stockpiles are measured by estimating the number of tonnes added and removed from the stockpile, the number of contained gold ounces based on assay data, and the estimated recovery percentage. Stockpile tonnages are verified by periodic surveys. Dacian Gold Limited 2019 Annual Report 34 | P a g e Dacian Gold Limited 2019 Annual Report DAC I A N G O L D  | ANNUAL REPORT 2019 35 35 | P a g e NOTES TO THE FINANCIAL STATEMENTS NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 FOR THE YEAR ENDED 30 JUNE 2019 Note 10 Property, Plant and Equipment Accounting Policy The value of property, plant and equipment is measured as the cost of the asset, less accumulated depreciation and impairment. The cost of the asset also includes the cost of replacing parts that are eligible for capitalisation, the cost of major inspections and an initial estimate of the cost of dismantling and removing the item from site at the end of its useful life (rehabilitation provisions). Changes in the rehabilitation provisions resulting from changes in the size or timing of the cost or from changes in the discount rate are also recognised as part of the asset cost. De-recognition and Disposal An item of property, plant and equipment is derecognised when it is sold or otherwise disposed of, or when its use is expected to bring no further economic benefits. Any gain or loss from derecognising the asset (the difference between the proceeds on disposal and the carrying amount of the asset) is included in the income statement in the period the item is derecognised. Impairment The carrying values of property, plant and equipment are reviewed for impairment at each reporting date, with recoverable amount being estimated when events or changes in circumstances indicate that the carrying value may be impaired. Refer to note 13 for further discussion of impairment. Office Equipment & Fixtures $’000 Computer Equipment & Software $’000 Motor Vehicles $’000 Plant & Equipment $’000 Leased Equipment $’000 Capital WIP $’000 Total $’000 Year ended 30 June 2019 Cost Accumulated depreciation Net Book Value Movements Opening net book value Additions Disposals Transfers to mine dev Depreciation expense Depreciation capitalised(i) Closing net book value Year ended 30 June 2018 Cost Accumulated depreciation Net Book Value Movements Opening net book value Additions Disposals Transfers from mine dev Depreciation expense Depreciation capitalised(i) Closing net book value 263 (149) 114 130 30 - - (42) (4) 114 233 (103) 130 195 - (18) 17 (62) (2) 130 1,587 (928) 659 1,128 139 - - (361) (247) 659 1,448 (320) 1,128 442 61 (9) 891 (129) (128) 1,128 2,274 (1,254) 1,020 130,232 (16,498) 113,734 18,173 (3,028) 15,145 186 152,715 - (21,857) 186 130,858 1,668 129,082 17,462 36 - - (375) (309) 1,020 2,238 (570) 1,668 454 415 (5) 1,201 (261) (136) 1,668 2,513 (54) (5,065) (6,308) (6,434) 113,734 132,981 (3,899) 129,082 281 90,883 (16) 41,282 (76) (3,272) 129,082 - - - (1,158) (1,159) 15,145 18,173 (711) 17,462 603 186 - 150,073 2,904 (54) (603) (5,668) - - (8,244) (8,153) 186 130,858 603 155,676 - (5,603) 603 150,073 - 35 1,407 18,173 603 110,135 - - - (711) - (48) (35) 43,356 - - (528) (4,249) 17,462 603 150,073 (i) Prior to the commencement of commercial production on 1 January 2019 depreciation has been capitalised to mine properties in development (refer to note 12). 36 DAC I A N G O L D  | ANNUAL REPORT 2019 Dacian Gold Limited 2019 Annual Report 36 | P a g e NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 Note 10 Property, Plant and Equipment Accounting Policy The value of property, plant and equipment is measured as the cost of the asset, less accumulated depreciation and impairment. The cost of the asset also includes the cost of replacing parts that are eligible for capitalisation, the cost of major inspections and an initial estimate of the cost of dismantling and removing the item from site at the end of its useful life (rehabilitation provisions). Changes in the rehabilitation provisions resulting from changes in the size or timing of the cost or from changes in the discount rate are also recognised as part of the asset cost. An item of property, plant and equipment is derecognised when it is sold or otherwise disposed of, or when its use is expected to bring no further economic benefits. Any gain or loss from derecognising the asset (the difference between the proceeds on disposal and the carrying amount of the asset) is included in the income statement in De-recognition and Disposal the period the item is derecognised. Impairment The carrying values of property, plant and equipment are reviewed for impairment at each reporting date, with recoverable amount being estimated when events or changes in circumstances indicate that the carrying value may be impaired. Refer to note 13 for further discussion of impairment. Office Computer Equipment Equipment Motor Plant & Leased & Fixtures & Software Vehicles Equipment Equipment $’000 $’000 $’000 $’000 $’000 Capital WIP $’000 Total $’000 Year ended 30 June 2019 Cost Accumulated depreciation Net Book Value Movements Opening net book value Additions Disposals Transfers to mine dev Depreciation expense Depreciation capitalised(i) Closing net book value Year ended 30 June 2018 Cost Accumulated depreciation Net Book Value Movements Opening net book value Additions Disposals Transfers from mine dev Depreciation expense Depreciation capitalised(i) Closing net book value 263 (149) 114 130 30 - - (42) (4) 114 233 (103) 130 195 - (18) 17 (62) (2) 130 1,587 (928) 659 1,128 139 - - (361) (247) 659 1,448 (320) 1,128 442 61 (9) 891 (129) (128) 1,128 2,274 (1,254) 1,020 130,232 (16,498) 113,734 18,173 (3,028) 15,145 186 152,715 - (21,857) 186 130,858 1,668 129,082 17,462 36 - - (375) (309) 1,020 2,238 (570) 1,668 454 415 (5) 1,201 (261) (136) 1,668 2,513 (54) (5,065) (6,308) (6,434) 113,734 132,981 (3,899) 129,082 281 90,883 (16) 41,282 (76) (3,272) 129,082 (1,158) (1,159) 15,145 18,173 (711) 17,462 - - - - - - - 603 186 150,073 2,904 (54) (603) (5,668) (8,244) (8,153) 186 130,858 603 155,676 - (5,603) 603 150,073 - - - - - - 35 1,407 18,173 603 110,135 (35) 43,356 (48) (528) (4,249) (711) 17,462 603 150,073 (i) Prior to the commencement of commercial production on 1 January 2019 depreciation has been capitalised to mine properties in development (refer to note 12). NOTES TO THE FINANCIAL STATEMENTS NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 FOR THE YEAR ENDED 30 JUNE 2019 Note 11 Exploration and Evaluation Assets Accounting Policy Exploration and evaluation costs are expensed in the year they are incurred, apart from acquisition costs and those costs that are incurred on an area of interest that contains a JORC Ore Reserve. Capitalised exploration and evaluation expenditures in relation to specific areas of interest continue to be recognised as an exploration and evaluation asset where the following conditions are satisfied: the rights to tenure of the area of interest are current; and (i) (ii) at least one of the following conditions is also met: (a) (b) the exploration and evaluation expenditures are expected to be recouped through successful development and exploration of the area of interest, or alternatively, by its sale; or exploration and evaluation activities in the area of interest have not at the reporting date reached a stage which permits a reasonable assessment of the existence or otherwise of economically recoverable reserves, and active and significant operations in, or in relation to, the area of interest are continuing. Exploration and evaluation costs include acquisition of rights to explore, studies, exploratory drilling, trenching and sampling and associated activities and an allocation of depreciation and amortisation of assets used in exploration and evaluation activities. General and administrative costs are only included in the measurement of exploration and evaluation costs where they are related directly to operational activities in a particular area of interest. Deferred exploration costs at the start of the financial year Exploration and evaluation costs incurred Royalty termination costs (i) Transfers to mine properties in development Exploration and evaluation costs expensed and written off 30 June 2019 $’000 4,163 12,156 - - (12,247) 4,072 30 June 2018 $’000 4,163 17,963 11,520 (2,038) (27,445) 4,163 (i) On 21 June 2018, the Company entered into an agreement to terminate the life-of-mine Jupiter royalty for $11.5 million. Transactions costs incurred in respect of preparing the Deed of Settlement and Release to terminate the Jupiter Mine Royalty Deed amounted to $0.02 million. Impairment Exploration and evaluation assets are assessed for impairment when facts and circumstances suggest that the carrying amount of an exploration and evaluation asset may exceed its recoverable amount. The recoverable amount of the exploration and evaluation asset (for the cash generating unit(s) to which it has been allocated being no larger than the relevant area of interest) is estimated to determine the extent of the impairment loss (if any). Where an impairment loss subsequently reverses, the carrying amount of the asset is increased to the revised estimate of its recoverable amount, but only to the extent that the increased carrying amount does not exceed the carrying amount that would have been determined had no impairment loss been recognised for the asset in previous years. Where a decision has been made to proceed with development in respect of a particular area of interest, the relevant exploration and evaluation asset is tested for impairment and the balance is then reclassified to mine properties in development. An impairment loss of $0.1 million (2018: $nil) in relation to exploration and evaluation assets has been recognised during the period. The impairments relates to historical tenement acquisition costs. Dacian Gold Limited 2019 Annual Report 36 | P a g e Dacian Gold Limited 2019 Annual Report DAC I A N G O L D  | ANNUAL REPORT 2019 37 37 | P a g e NOTES TO THE FINANCIAL STATEMENTS NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 FOR THE YEAR ENDED 30 JUNE 2019 Note 11 Exploration and Evaluation Assets (continued) Key Estimates and Assumptions Impairment of exploration and evaluation assets The future recoverability of capitalised exploration and evaluation expenditure is dependent upon a number of factors, including whether the Group decides to exploit the related lease itself or, if not, whether it successfully recovers the related exploration and evaluation asset through sale. Factors that could impact future recoverability include the level of reserves and resources, future technological changes which could impact the cost of mining, future legal changes (including changes to environmental restoration obligations) and changes to commodity prices. To the extent that capitalised exploration and evaluation expenditure is determined not to be recoverable in the future, profits and net assets will be reduced in the period in which the determination is made. Exploration commitments The Group has certain obligations for payment of tenement rent, shire rates and to perform minimum exploration work on mineral leases held. These obligations may vary over time, depending on the Group’s exploration programmes and priorities. Note 12 Mine Properties Accounting Policies Mine Properties Under Development Mine properties under development represents the costs incurred in preparing mines for production and includes plant and equipment under construction and operating costs incurred before production commences. These costs are capitalised to the extent they are expected to be recouped through the successful exploitation of the related mining leases. Once production commences, these costs are transferred to property, plant and equipment and mine properties, as relevant, and are depreciated and amortised using the units-of-production method based on the estimated economically recoverable resources to which they relate or are written off if the mine property is abandoned. Mine Properties in Production Other mine properties represent expenditure in respect of exploration, evaluation, feasibility and pre-production operating costs incurred by the Group previously accumulated and carried forward in mine properties under development in relation to areas of interest in which mining has now commenced. Other mine properties are stated at cost, less accumulated amortisation and accumulated impairment losses. Other mine properties are amortised on a unit-of-production basis over the economically recoverable resource of the mine concerned. The unit of account is tonnes of ore mined. Deferred Stripping Stripping activity costs incurred in the development phase of an open pit mine are capitalised as part of the cost of constructing the mine and subsequently amortised over the life of the mine on a units-of-production basis. Stripping activity incurred during the production phase of a mine is assessed as to whether the benefit accruing from that activity is to provide access to ore that can be used to produce ore inventory, or whether it in addition provides improved access to ore that will be mined in future periods. To the extent that the benefit from the stripping activity is realised in the form of inventory produced, the Group accounts for those stripping activity costs in accordance with AASB 102 Inventories. A stripping activity asset is brought to account if it is probable that future economic benefits (improved access to that ore body) will flow to the Group, the component of the ore body for which access has been improved can be identified and costs relating to the stripping activity can be measured reliably. 38 DAC I A N G O L D  | ANNUAL REPORT 2019 Dacian Gold Limited 2019 Annual Report 38 | P a g e NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 Note 11 Exploration and Evaluation Assets (continued) Key Estimates and Assumptions Impairment of exploration and evaluation assets The future recoverability of capitalised exploration and evaluation expenditure is dependent upon a number of factors, including whether the Group decides to exploit the related lease itself or, if not, whether it successfully recovers the related exploration and evaluation asset through sale. Factors that could impact future recoverability include the level of reserves and resources, future technological changes which could impact the cost of mining, future legal changes (including changes to environmental restoration obligations) and changes to commodity prices. To the extent that capitalised exploration and evaluation expenditure is determined not to be recoverable in the future, profits and net assets will be reduced in the period in which the determination is made. The Group has certain obligations for payment of tenement rent, shire rates and to perform minimum exploration work on mineral leases held. These obligations may vary over time, depending on the Group’s exploration Exploration commitments programmes and priorities. Note 12 Mine Properties Accounting Policies Mine Properties Under Development Mine properties under development represents the costs incurred in preparing mines for production and includes plant and equipment under construction and operating costs incurred before production commences. These costs are capitalised to the extent they are expected to be recouped through the successful exploitation of the related mining leases. Once production commences, these costs are transferred to property, plant and equipment and mine properties, as relevant, and are depreciated and amortised using the units-of-production method based on the estimated economically recoverable resources to which they relate or are written off if the mine property is abandoned. Mine Properties in Production Other mine properties represent expenditure in respect of exploration, evaluation, feasibility and pre-production operating costs incurred by the Group previously accumulated and carried forward in mine properties under development in relation to areas of interest in which mining has now commenced. Other mine properties are stated at cost, less accumulated amortisation and accumulated impairment losses. Other mine properties are amortised on a unit-of-production basis over the economically recoverable resource of the mine concerned. The unit of account is tonnes of ore mined. Deferred Stripping Stripping activity costs incurred in the development phase of an open pit mine are capitalised as part of the cost of constructing the mine and subsequently amortised over the life of the mine on a units-of-production basis. Stripping activity incurred during the production phase of a mine is assessed as to whether the benefit accruing from that activity is to provide access to ore that can be used to produce ore inventory, or whether it in addition provides improved access to ore that will be mined in future periods. To the extent that the benefit from the stripping activity is realised in the form of inventory produced, the Group accounts for those stripping activity costs in accordance with AASB 102 Inventories. A stripping activity asset is brought to account if it is probable that future economic benefits (improved access to that ore body) will flow to the Group, the component of the ore body for which access has been improved can be identified and costs relating to the stripping activity can be measured reliably. NOTES TO THE FINANCIAL STATEMENTS NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 FOR THE YEAR ENDED 30 JUNE 2019 Note 12 Mine Properties (continued) Accounting Policies (continued) Deferred Stripping (continued) The amount of stripping activity costs that are capitalised is determined based on a comparison of the stripping ratio in the relevant period with the life-of-mine stripping ratio. To the extent that there is a period of sustained stripping that exceeds the average life-of-mine stripping ratio, mine waste stripping costs are capitalised to the stripping activity asset. Such capitalised costs are amortised over the life of that component on a units-of- production basis. Changes to the life-of-mine are accounted for prospectively. Year ended 30 June 2019 Cost Accumulated amortisation Net book value Movements Opening carrying amount Additions(i) Transfers from PPE Transfers Change in rehabilitation provision Amortisation expense Borrowing costs capitalised / (expensed)(ii) Closing net book value Year ended 30 June 2018 Cost Accumulated amortisation Net book value Movements Opening carrying amount Additions(i) Transfers to PPE Transfers from exploration Change in rehabilitation provision Borrowing costs capitalised(ii) Reclassification of transaction costs to bank loan Closing net book value Mine Properties in Development $’000 Mine Properties in Production $’000 Deferred Stripping $’000 Total - - - 103,004 6,665 5,467 (122,234) 1,106 - 5,992 - 103,004 - 103,004 60,959 74,081 (43,391) 2,038 6,981 4,803 (2,467) 103,004 142,249 (9,088) 133,161 - 19,795 201 122,234 2,368 (9,088) (2,349) 133,161 11,159 (1,557) 153,408 (10,645) 9,602 142,763 - 11,159 - - - (1,557) - 103,004 37,619 5,668 - 3,474 (10,645) 3,643 9,602 142,763 - - - - - - - - - - - - - - - - - - - - - - 103,004 - 103,004 60,959 74,081 (43,391) 2,038 6,981 4,803 (2,467) 103,004 (i) Additions comprise mine development and capitalised operating costs (including depreciation and amortisation) net of revenue from gold sales. During the commissioning phase (before the commencement of commercial production on 1 January 2019) expenditures of an operating nature are capitalised to mine properties in development. Revenue from the sale of gold prior to 1 January 2019 has been treated as pre-production income and was credited to capitalised mine properties in development. (ii) Borrowing costs include capitalised interest of $2.9 million (30 June 2018: $3.8 million). Dacian Gold Limited 2019 Annual Report 38 | P a g e Dacian Gold Limited 2019 Annual Report DAC I A N G O L D  | ANNUAL REPORT 2019 39 39 | P a g e NOTES TO THE FINANCIAL STATEMENTS NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 FOR THE YEAR ENDED 30 JUNE 2019 Note 12 Mine Properties (continued) Key Estimates and Assumptions Commencement of commercial production – Mt Morgans Gold Operation On 1 January 2019 the Group announced the commencement of commercial production at MMGO. The criteria used to assess this were based on the unique nature of the mine including its complexity and location and requires judgement. The assessment considered the following: (1) all major capital expenditures to bring the mine to the condition necessary for it to be capable of operating in the manner intended by the Company have been completed; (2) the treatment plant and other surface infrastructure has been transferred to the control of the operations team from the commissioning team; (3) the power station is capable of delivering the required electricity; (4) the treatment plant’s crushing and milling circuits are capable of running at design capacity; (5) gold recoveries are at or near expected production levels; and (6) underground and open pit mining operations have achieved their required production levels and have the ability to sustain the ongoing production of ore at the required volumes. During the commissioning phase (prior to the commencement of commercial production) expenditures of an operating nature was capitalised to mine properties in development. Revenue from the sale of gold during the year has been treated as pre-production income and credited to capitalised mine properties in development. Production Stripping Costs The Group defers advanced stripping costs incurred during the production stage of its operations. This calculation requires the use of judgements and estimates, such as estimates of tonnes of waste to be removed over the life of the mining area and economically recoverable reserves extracted as a result. Changes in a mine’s life and design may result in changes to the expected stripping ratio (waste to mineral reserves ratio) and amortisation which is calculated on a units of production basis. Any resulting changes are accounted for prospectively. Determination of mineral resources and reserves The Group uses the concept of life-of-mine as an accounting value to determine the amortisation of mine properties in production and deferred stripping costs. In determining life-of-mine, the Group prepares ore resource and reserve estimates in accordance with JORC Code 2012, guidelines prepared by the Joint Ore Reserves Committee of the Australasian Institute of Mining and Metallurgy, Australian Institute of Geoscientists and Minerals Council of Australia. The estimate of these resources and ore reserves, by their very nature, require judgements, estimates and assumptions. Where the resource estimates need to be modified, the amortisation expense is accounted for prospectively from the date of the assessment until the end of the revised mine life (for both the current and future years). Note 13 Impairment of Assets Accounting Policy The Group assesses at each reporting date whether there is an indication that an asset may be impaired. If any such indication exists, or when annual impairment testing for an asset is required, the Group makes an estimate of the asset’s recoverable amount. An asset’s recoverable amount is the higher of its fair value less costs of disposal and its value in use and is determined for an individual asset, unless the asset does not generate cash inflows that are largely independent of those from other assets or groups of assets and the asset's value in use cannot be estimated to be close to its fair value. In such cases the asset is tested for impairment as part of the cash-generating unit to which it belongs. When the carrying amount of an asset or cash-generating unit exceeds its recoverable amount, the asset or cash- generating unit is considered impaired and is written down to its recoverable amount. In assessing the fair value less cost of disposal, the estimated future cash flows are discounted to their present value using a post-tax discount rate that reflects current market assessments of the time value of money and the risks specific to the asset. 40 DAC I A N G O L D  | ANNUAL REPORT 2019 Dacian Gold Limited 2019 Annual Report 40 | P a g e NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 Note 12 Mine Properties (continued) Key Estimates and Assumptions Commencement of commercial production – Mt Morgans Gold Operation On 1 January 2019 the Group announced the commencement of commercial production at MMGO. The criteria used to assess this were based on the unique nature of the mine including its complexity and location and requires judgement. The assessment considered the following: (1) all major capital expenditures to bring the mine to the condition necessary for it to be capable of operating in the manner intended by the Company have been completed; (2) the treatment plant and other surface infrastructure has been transferred to the control of the operations team from the commissioning team; (3) the power station is capable of delivering the required electricity; (4) the treatment plant’s crushing and milling circuits are capable of running at design capacity; (5) gold recoveries are at or near expected production levels; and (6) underground and open pit mining operations have achieved their required production levels and have the ability to sustain the ongoing production of ore at the required volumes. During the commissioning phase (prior to the commencement of commercial production) expenditures of an operating nature was capitalised to mine properties in development. Revenue from the sale of gold during the year has been treated as pre-production income and credited to capitalised mine properties in development. Production Stripping Costs The Group defers advanced stripping costs incurred during the production stage of its operations. This calculation requires the use of judgements and estimates, such as estimates of tonnes of waste to be removed over the life of the mining area and economically recoverable reserves extracted as a result. Changes in a mine’s life and design may result in changes to the expected stripping ratio (waste to mineral reserves ratio) and amortisation which is calculated on a units of production basis. Any resulting changes are accounted for prospectively. Determination of mineral resources and reserves The Group uses the concept of life-of-mine as an accounting value to determine the amortisation of mine properties in production and deferred stripping costs. In determining life-of-mine, the Group prepares ore resource and reserve estimates in accordance with JORC Code 2012, guidelines prepared by the Joint Ore Reserves Committee of the Australasian Institute of Mining and Metallurgy, Australian Institute of Geoscientists and Minerals Council of Australia. The estimate of these resources and ore reserves, by their very nature, require judgements, estimates and assumptions. Where the resource estimates need to be modified, the amortisation expense is accounted for prospectively from the date of the assessment until the end of the revised mine life (for both the current and future years). Note 13 Impairment of Assets Accounting Policy The Group assesses at each reporting date whether there is an indication that an asset may be impaired. If any such indication exists, or when annual impairment testing for an asset is required, the Group makes an estimate of the asset’s recoverable amount. An asset’s recoverable amount is the higher of its fair value less costs of disposal and its value in use and is determined for an individual asset, unless the asset does not generate cash inflows that are largely independent of those from other assets or groups of assets and the asset's value in use cannot be estimated to be close to its fair value. In such cases the asset is tested for impairment as part of the cash-generating unit to which it belongs. When the carrying amount of an asset or cash-generating unit exceeds its recoverable amount, the asset or cash- generating unit is considered impaired and is written down to its recoverable amount. In assessing the fair value less cost of disposal, the estimated future cash flows are discounted to their present value using a post-tax discount rate that reflects current market assessments of the time value of money and the risks specific to the asset. NOTES TO THE FINANCIAL STATEMENTS NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 FOR THE YEAR ENDED 30 JUNE 2019 Note 13 Impairment of Assets (continued) Accounting Policy (continued) An assessment is also made at each reporting date as to whether there is any indication that previously recognised impairment losses may no longer exist or may have decreased. If such indication exists, the recoverable amount is estimated. A previously recognised impairment loss is reversed only if there has been a change in the estimates used to determine the asset’s recoverable amount since the last impairment loss was recognised. If that is the case the carrying amount of the asset is increased to its recoverable amount. That increased amount cannot exceed the carrying amount that would have been determined, net of depreciation, had no impairment loss been recognised for the asset in prior years. Such reversal is recognised in profit or loss unless the asset is carried at the re-valued amount, in which case the reversal is treated as a re-valuation increase. After such a reversal, the depreciation charge is adjusted in future periods to allocate the asset’s revised carrying amount, less any residual value, on a systematic basis over its remaining useful life. Key Estimates and Assumptions Determination of Mineral Resources & Ore Reserves The determination of mineral resources and ore reserves impacts the accounting for asset carrying values. The Group estimates its mineral resources and ore reserves in accordance with the Australian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves 2012 (the “JORC” Code). The information on mineral resources and ore reserves was prepared by or under the supervision of Competent Persons as defined in the JORC Code. The amounts presented are based on the mineral resources and ore reserves determined under the JORC Code. There are numerous uncertainties inherent in estimating mineral resources and ore reserves, and assumptions that are valid at the time of estimation may change significantly when new information becomes available. Changes in the forecast prices of commodities, exchange rates, production costs or recovery rates may change the economic status of reserves and may ultimately result in reserves being restated. Note 14 Trade and Other Payables Accounting Policy Trade and other payables are initially recognised at the value of the invoice received from a supplier and subsequently measured at amortised cost. They represent liabilities for goods and services provided to the Group prior to the end of the financial year that are unpaid and arise when the Group becomes obliged to make future payments in respect of the purchase of these goods and services. The amounts are unsecured and generally paid within 30 days of recognition. Current liabilities Trade and other payables Accrued expenses (i) 30 June 2019 $’000 26,082 17,872 43,954 30 June 2018 $’000 22,283 28,014 50,297 (i) Accrued expenses at 30 June 2018 included $11.5 million for the termination of a life-of-mine Jupiter Royalty. Refer note 11 for further discussion. Dacian Gold Limited 2019 Annual Report 40 | P a g e Dacian Gold Limited 2019 Annual Report DAC I A N G O L D  | ANNUAL REPORT 2019 41 41 | P a g e NOTES TO THE FINANCIAL STATEMENTS NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 FOR THE YEAR ENDED 30 JUNE 2019 Note 15 Provisions Accounting Policy Rehabilitation and Restoration Long-term environmental obligations are based on the Group’s environmental management plans, in compliance with current environmental and regulatory requirements. Full provision is made based on the net present value of the estimated cost of restoring the environmental disturbance that has occurred up to the reporting date. To the extent that future economic benefits are expected to arise, these costs are capitalised and amortised over the remaining lives of mines. Annual increases in the provision relating to the change in the net present value of the provision are recognised as finance costs. The estimated costs of rehabilitation are reviewed annually and adjusted as appropriate for changes in legislation, technology or other circumstances. Cost estimates are not reduced by the potential proceeds from the sale of assets or from plant clear-up closure. Employee Benefits The provision for employee benefits represents annual leave and long service leave entitlements accrued by employees. Short-term obligations Liabilities for wages and salaries, including non-monetary benefits and accumulating sick leave that are expected to be settled wholly within 12 months after the end of the period in which the employees render the related service are recognised in respect of the employees’ services up to the end of the reporting period and are measured at the amounts expected to be paid when the liabilities are settled. Long service leave The Group’s net obligation in respect of long-term employee benefits is the amount of future benefit that employees have earned in return for their service up to reporting date, plus related on costs. The benefit is discounted to determine its present value and the discount rate is the yield at the reporting date on high-quality corporate bonds that have maturity dates approximating the terms of the Group’s obligations. Current: Employee leave liabilities Non-current: Employee leave liabilities Rehabilitation provision Provision for rehabilitation Balance at the start of the financial year Provisions recognised during the year Unwinding of discount Balance at the end of the financial year 30 June 2019 $’000 1,151 1,151 213 18,395 18,608 14,827 3,157 411 18,395 30 June 2018 $’000 784 784 174 14,827 15,001 7,846 6,920 61 14,827 42 DAC I A N G O L D  | ANNUAL REPORT 2019 Dacian Gold Limited 2019 Annual Report 42 | P a g e NOTES TO THE FINANCIAL STATEMENTS NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 FOR THE YEAR ENDED 30 JUNE 2019 Note 15 Provisions (continued) Key Estimates and Assumptions Rehabilitation Obligations The provision for rehabilitation and restoration costs is based on the net present value of the estimated cost of restoring the environmental disturbance that has occurred up to the reporting date. Significant estimates and assumptions are made in determining the provision for mine rehabilitation as there are numerous factors that will affect the ultimate liability payable. These factors include an estimate of the extent and costs of rehabilitation activities, technological changes, regulatory changes, costs increases as compared to the inflation rates and changes in discount rates. These uncertainties may result in future actual expenditure differing from the amounts currently provided. The provision at reporting date represents management’s best estimate of the present value of the future rehabilitation costs required. NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 Note 15 Provisions Accounting Policy Rehabilitation and Restoration Long-term environmental obligations are based on the Group’s environmental management plans, in compliance with current environmental and regulatory requirements. Full provision is made based on the net present value of the estimated cost of restoring the environmental disturbance that has occurred up to the reporting date. To the extent that future economic benefits are expected to arise, these costs are capitalised and amortised over the remaining lives of mines. Annual increases in the provision relating to the change in the net present value of the provision are recognised as finance costs. The estimated costs of rehabilitation are reviewed annually and adjusted as appropriate for changes in legislation, technology or other circumstances. Cost estimates are not reduced by the potential proceeds from the sale of assets or from plant clear-up closure. The provision for employee benefits represents annual leave and long service leave entitlements accrued by Liabilities for wages and salaries, including non-monetary benefits and accumulating sick leave that are expected to be settled wholly within 12 months after the end of the period in which the employees render the related service are recognised in respect of the employees’ services up to the end of the reporting period and are measured at the amounts expected to be paid when the liabilities are settled. The Group’s net obligation in respect of long-term employee benefits is the amount of future benefit that employees have earned in return for their service up to reporting date, plus related on costs. The benefit is discounted to determine its present value and the discount rate is the yield at the reporting date on high-quality corporate bonds that have maturity dates approximating the terms of the Group’s obligations. Employee Benefits employees. Short-term obligations Long service leave Current: Employee leave liabilities Non-current: Employee leave liabilities Rehabilitation provision Provision for rehabilitation Balance at the start of the financial year Provisions recognised during the year Unwinding of discount Balance at the end of the financial year 30 June 2019 $’000 1,151 1,151 213 18,395 18,608 14,827 3,157 411 18,395 30 June 2018 $’000 784 784 174 14,827 15,001 7,846 6,920 61 14,827 Dacian Gold Limited 2019 Annual Report 42 | P a g e Dacian Gold Limited 2019 Annual Report DAC I A N G O L D  | ANNUAL REPORT 2019 43 43 | P a g e NOTES TO THE FINANCIAL STATEMENTS NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 FOR THE YEAR ENDED 30 JUNE 2019 Capital Structure, Financial Instruments and Risk This section provides further information about the Group’s contributed equity, financial liabilities, related financing costs and its exposure to various financial risks. It explains how these risks affect the Group’s financial position and performance and what the Group does to manage these risks. Note 16 Borrowings and Finance Costs Accounting Policies Borrowings Borrowings are initially recognised at fair value, net of transaction costs incurred. Borrowings are subsequently measured at amortised cost. Any difference between the proceeds (net of transaction costs) and the redemption amount is recognised in profit or loss over the period of borrowings using the effective interest rate method. Fees paid on establishment of loan facilities are recognised as transaction costs of the loan to the extent that it is probable that some or all of the facility will be drawn down. In this case, the fee is deferred until the draw down occurs and amortised over the period of the remaining facility. Finance Leases Finance leases, which transfer to the Group substantially all the risks and benefits incidental to ownership for the lease item, are capitalised at the inception of the lease at the fair value of the leased asset or, if lower, at the present value of the minimum lease payments. Lease payments are apportioned between the finance charges and reduction of the lease liability so as to achieve a constant rate of interest on the remaining balance of the liability. Finance charges are recognised as an expense in profit or loss. Capitalised leased assets are depreciated over the shorter of the estimated useful life of the asset and the lease term if there is no reasonable certainty that the Group will obtain ownership by the end of the lease term. The corresponding finance lease liability is reduced by the leased payments net of finance charges. The interest element of lease payments represents a constant proportion of the outstanding capital balance and is charged to profit or loss, as finance costs over the period of the lease. The carrying amounts of the Group’s current and non- current borrowings approximate their fair value. Refer to note 21 for further details of finance leases entered into by the Group at period end. Unwinding of discount on provisions The unwinding of discount on provisions represents the cost associated with the passage of time. Rehabilitation provisions are recognised at the discounted value of the present obligation to restore, dismantle and rehabilitate each mine site with the increase in the provision due to the passage of time being recognised as a finance cost in accordance with the policy described in note 15. 44 DAC I A N G O L D  | ANNUAL REPORT 2019 Dacian Gold Limited 2019 Annual Report 44 | P a g e NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 Capital Structure, Financial Instruments and Risk Note 16 Borrowings and Finance Costs Accounting Policies Borrowings This section provides further information about the Group’s contributed equity, financial liabilities, related financing costs and its exposure to various financial risks. It explains how these risks affect the Group’s financial position and performance and what the Group does to manage these risks. Borrowings are initially recognised at fair value, net of transaction costs incurred. Borrowings are subsequently measured at amortised cost. Any difference between the proceeds (net of transaction costs) and the redemption amount is recognised in profit or loss over the period of borrowings using the effective interest rate method. Fees paid on establishment of loan facilities are recognised as transaction costs of the loan to the extent that it is probable that some or all of the facility will be drawn down. In this case, the fee is deferred until the draw down occurs and amortised over the period of the remaining facility. Finance Leases Finance leases, which transfer to the Group substantially all the risks and benefits incidental to ownership for the lease item, are capitalised at the inception of the lease at the fair value of the leased asset or, if lower, at the present value of the minimum lease payments. Lease payments are apportioned between the finance charges and reduction of the lease liability so as to achieve a constant rate of interest on the remaining balance of the liability. Finance charges are recognised as an expense in profit or loss. Capitalised leased assets are depreciated over the shorter of the estimated useful life of the asset and the lease term if there is no reasonable certainty that the Group will obtain ownership by the end of the lease term. The corresponding finance lease liability is reduced by the leased payments net of finance charges. The interest element of lease payments represents a constant proportion of the outstanding capital balance and is charged to profit or loss, as finance costs over the period of the lease. The carrying amounts of the Group’s current and non- current borrowings approximate their fair value. Refer to note 21 for further details of finance leases entered into by the Group at period end. Unwinding of discount on provisions The unwinding of discount on provisions represents the cost associated with the passage of time. Rehabilitation provisions are recognised at the discounted value of the present obligation to restore, dismantle and rehabilitate each mine site with the increase in the provision due to the passage of time being recognised as a finance cost in accordance with the policy described in note 15. NOTES TO THE FINANCIAL STATEMENTS NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 FOR THE YEAR ENDED 30 JUNE 2019 Note 16 Borrowings and Financing Costs (continued) Current Insurance premium funding liability Lease Liabilities Bank Loans Non-Current Lease Liabilities Bank Loans a) Project Debt Facility 30 June 2019 $’000 1,989 2,106 33,300 37,395 13,445 72,200 85,645 30 June 2018 $’000 1,022 2,011 73,623 76,656 15,555 73,910 89,465 At 30 June 2019 the MMGO Project Debt Facility held with a syndicate of financiers, comprising Westpac Banking Corporation, Australia and New Zealand Banking Group Limited and BNP Paribas, was fully drawn to $105.5 million (2018: $150.0 million). During the year, scheduled debt repayments were made totalling $44.5 million (2018: Nil). As a result, and in accordance with the loan agreement, the available debt limit was reduced by the same amount as all facilities had transitioned into the repayment phase. The key terms of the Facility are: - - - Fixed schedule of repayments starting September 2018 through to June 2022; The Facility can be repaid early at the Company’s option at any time without restriction or financial penalty; Security is provided by a fixed and floating charge over the assets of Dacian Gold’s operating subsidiary, Mt Morgans WA Mining Pty Ltd and a featherweight security over the assets of Dacian Gold Limited capped to a maximum value of $5,000. The transaction banking accounts for the Group are secured assets. The security provided by the Parent Entity, Dacian Gold Limited supports the guarantee provided to Mt Morgans WA Mining Pty Ltd. In December 2018, the scheduled debt repayments in the Project Debt Facility were re-sculpted to better align cash flows with forecast production. The tenor of the facility was extended by six months to 30 June 2022. The change to the debt repayment schedule resulted in the immediate expense of $2.3 million in previously capitalised transaction costs. The principal repayment profile of the Facility following the reschedule and as at 30 June 2019 appears in the table below. Bank Loan 6 months or less $’000 17,850 6-12 months $’000 15,450 1-2 years 2-3 years $’000 31,800 $’000 40,400 The loan agreement contains a number of typical financial covenants that are assessed and reported to financiers on a quarterly basis. As a result of becoming aware of the lower than planned gold production for the June quarter 2019, as announced to the ASX on 5 June 2019 a forecast breach of a financial covenant as at 30 June 2019 was identified. In anticipation of the ratio breach, MMGO obtained an irrevocable waiver from the Financiers prior to 30 June 2019. The weighted average effective interest rate on the facility at 30 June 2019 is 4.6% (30 June 2018: 5.2%). Dacian Gold Limited 2019 Annual Report 44 | P a g e Dacian Gold Limited 2019 Annual Report DAC I A N G O L D  | ANNUAL REPORT 2019 45 45 | P a g e NOTES TO THE FINANCIAL STATEMENTS NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 FOR THE YEAR ENDED 30 JUNE 2019 Note 16 Borrowings and Financing Costs (continued) b) Financing facilities Total Facilities Project Debt Facility Cost Overrun Facility Working Capital Facility Bank Guarantee Facility Facilities used at reporting date Project Debt Facility Cost Overrun Facility Working Capital Facility Bank Guarantee Facility Facilities unused at reporting date Project Debt Facility Cost Overrun Facility Working Capital Facility Bank Guarantee Facility Note 17 Financial Instruments 30 June 2019 $’000 105,500 - - 950 106,450 105,500 - - 674 106,174 - - - 276 276 30 June 2018 $’000 140,000 10,000 10,000 150 160,150 140,000 - 10,000 111 150,111 - 10,000 - 39 10,039 The Group has exposure to a variety of risks arising from its use of financial instruments. This note presents information about the Group’s exposure to the specific risks, and the policies and processes for measuring and managing those risks. The Board of Directors has the overall responsibility for the risk management framework and has adopted a Risk Management Policy. (a) Credit risk Credit risk is the risk of financial loss to the Group if a customer or counterparty to a financial instrument fails to meet its contractual obligations, and arises principally from transactions with customers and investments. Gold Bullion Sales Credit risk arising from the sale of gold bullion to the Group’s customer is low as the payment by the customer (being The Perth Mint Australia) is guaranteed under statute by the Western Australian State Government. In addition, sales are made to high credit quality financial institutions, hence credit risk arising from these transactions is low. Trade and other receivables The nature of the business activity of the Group does not result in trading receivables. The receivables that the Group does experience through its normal course of business are short-term and the risk of non-recovery of receivables is considered to be negligible. Other In respect of derivative financial instruments, the Group’s exposure to credit risk arises from potential default of the counterparty, with a maximum exposure equal to the mark to market of these instruments. The Group does not hold any credit derivatives to offset its credit exposure. The Directors do not consider that the Group’s financial assets are subject to anything more than a negligible level of credit risk, and as such no disclosures are made. 46 DAC I A N G O L D  | ANNUAL REPORT 2019 Dacian Gold Limited 2019 Annual Report 46 | P a g e NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 Note 16 Borrowings and Financing Costs (continued) b) Financing facilities Total Facilities Project Debt Facility Cost Overrun Facility Working Capital Facility Bank Guarantee Facility Facilities used at reporting date Project Debt Facility Cost Overrun Facility Working Capital Facility Bank Guarantee Facility Facilities unused at reporting date Project Debt Facility Cost Overrun Facility Working Capital Facility Bank Guarantee Facility Note 17 Financial Instruments 30 June 2019 $’000 105,500 - - 950 106,450 105,500 674 106,174 - - - - - 276 276 30 June 2018 $’000 140,000 10,000 10,000 150 160,150 140,000 - 10,000 111 150,111 10,000 - - 39 10,039 The Group has exposure to a variety of risks arising from its use of financial instruments. This note presents information about the Group’s exposure to the specific risks, and the policies and processes for measuring and managing those risks. The Board of Directors has the overall responsibility for the risk management framework and has adopted a Risk Management Policy. (a) Credit risk Credit risk is the risk of financial loss to the Group if a customer or counterparty to a financial instrument fails to meet its contractual obligations, and arises principally from transactions with customers and investments. Credit risk arising from the sale of gold bullion to the Group’s customer is low as the payment by the customer (being The Perth Mint Australia) is guaranteed under statute by the Western Australian State Government. In addition, sales are made to high credit quality financial institutions, hence credit risk arising from these Gold Bullion Sales transactions is low. Trade and other receivables The nature of the business activity of the Group does not result in trading receivables. The receivables that the Group does experience through its normal course of business are short-term and the risk of non-recovery of receivables is considered to be negligible. Other In respect of derivative financial instruments, the Group’s exposure to credit risk arises from potential default of the counterparty, with a maximum exposure equal to the mark to market of these instruments. The Group does not hold any credit derivatives to offset its credit exposure. The Directors do not consider that the Group’s financial assets are subject to anything more than a negligible level of credit risk, and as such no disclosures are made. NOTES TO THE FINANCIAL STATEMENTS NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 FOR THE YEAR ENDED 30 JUNE 2019 Note 17 Financial Instruments (continued) (b) Liquidity risk Liquidity risk is the risk that the Group will not be able to meet its financial obligations as they fall due. The Group’s approach to managing liquidity is to ensure, as far as possible, that it will always have sufficient liquidity to meet its liabilities when due, under both normal and stressed conditions, without incurring unacceptable losses or risking damage to the Company’s reputation. The Group manages its liquidity risk by monitoring its cash reserves and forecast spending. Management is cognisant of the future demands for liquid finance resources to finance the Group’s current and future operations, and consideration is given to the liquid assets available to the Group before commitment is made to future expenditure or investment. The following are the contractual maturities of financial liabilities, including estimated interest payments and excluding the impact of netting agreements: Carrying amount Contractual cash flows 6 months or less $’000 $’000 $’000 6-12 months $’000 1-2 years 2-5 years More than 5 years $’000 $’000 $’000 43,954 43,954 43,954 - - - - 1,989 15,551 105,500 1,989 17,498 113,310 166,994 176,751 870 1,337 19,973 66,134 746 1,336 17,221 19,303 373 2,673 34,442 37,488 - 7,866 41,674 49,540 - 4,286 - 4,286 22,283 22,283 22,283 - - - - 1,021 17,567 147,533 1,021 20,171 158,911 188,404 202,386 557 1,386 45,980 70,206 464 1,337 34,146 35,947 - 2,806 39,935 42,741 - 7,866 38,850 46,716 - 6,776 - 6,776 2019 Trade & other payables Insurance premium funding liability Lease liabilities Bank Loan 2018 Trade & other payables Insurance premium funding liability Lease liabilities Bank Loan (c) Market risk Market risk is the risk that changes in market prices, such as foreign exchange rates, interest rates, commodity prices and equity prices will affect the Group’s income or the value of its holdings of financial instruments. The objective of market risk management is to manage and control market risk exposures within acceptable parameters, while optimising any return. Commodity Price Risk The Group’s exposure to commodity price risk arises largely from Australian dollar gold price fluctuations. The Group’s exposure to movements in the gold price is managed through the use of Australian dollar gold forward contracts. The gold forward sale contracts do not meet the criteria of financial instruments for accounting purposes on the basis that they meet the normal purchase/sale exemption because physical gold will be delivered into the contract. Further information relating to these forward sale contracts is included in note 2. No sensitivity analysis is provided for these contracts as they are outside the scope of AASB 9 Financial Instruments. Dacian Gold Limited 2019 Annual Report 46 | P a g e Dacian Gold Limited 2019 Annual Report DAC I A N G O L D  | ANNUAL REPORT 2019 47 47 | P a g e NOTES TO THE FINANCIAL STATEMENTS NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 FOR THE YEAR ENDED 30 JUNE 2019 Note 17 Financial Instruments (continued) (c) Market risk (continued) Interest rate risk The Group’s exposure to interest rate risk is the risk that a financial instrument’s value will fluctuate as a result of changes in market interest rates. At the reporting date, the Group had the following exposure to interest rate risk on financial instruments. Variable rate instruments Cash and cash equivalents Borrowings Foreign Currency/Equity risk Carrying amount ($) 30 June 2019 $’000 35,515 105,500 141,015 30 June 2018 $’000 62,866 147,533 210,399 The Group does not have any direct contact with foreign exchange or equity risks other than their effect on the general economy. Cash flow sensitivity analysis for variable rate instruments A change of 100 basis points in interest rates at the reporting date would have increased/(decreased) profit or loss before tax by the amounts shown below. This analysis assumes that all other variables remain constant. Interest Revenue Increase 1.0% (2018: 1.0%) Decrease 1.0% (2018: 1.0%) Interest Expense Increase 1.0% (2018: 1.0%) Decrease 1.0% (2018: 1.0%) (d) Fair values Fair values versus carrying amounts 30 June 2019 $’000 355 (355) (1,055) 1,055 30 June 2018 $’000 629 (629) (1,500) 1,500 The carrying amounts and estimated fair values of all the Group’s financial instruments recognised in the financial statements are materially the same. The methods and assumptions used to estimate the fair value of financial instruments are disclosed in the respective notes. 48 DAC I A N G O L D  | ANNUAL REPORT 2019 Dacian Gold Limited 2019 Annual Report 48 | P a g e NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 Note 17 Financial Instruments (continued) (c) Market risk (continued) Interest rate risk The Group’s exposure to interest rate risk is the risk that a financial instrument’s value will fluctuate as a result of changes in market interest rates. At the reporting date, the Group had the following exposure to interest rate risk on financial instruments. The Group does not have any direct contact with foreign exchange or equity risks other than their effect on the Cash flow sensitivity analysis for variable rate instruments A change of 100 basis points in interest rates at the reporting date would have increased/(decreased) profit or loss before tax by the amounts shown below. This analysis assumes that all other variables remain constant. Variable rate instruments Cash and cash equivalents Borrowings Foreign Currency/Equity risk general economy. Interest Revenue Increase 1.0% (2018: 1.0%) Decrease 1.0% (2018: 1.0%) Interest Expense Increase 1.0% (2018: 1.0%) Decrease 1.0% (2018: 1.0%) (d) Fair values Fair values versus carrying amounts Carrying amount ($) 30 June 2019 $’000 35,515 105,500 141,015 30 June 2018 $’000 62,866 147,533 210,399 30 June 2019 $’000 355 (355) (1,055) 1,055 30 June 2018 $’000 629 (629) (1,500) 1,500 The carrying amounts and estimated fair values of all the Group’s financial instruments recognised in the financial statements are materially the same. The methods and assumptions used to estimate the fair value of financial instruments are disclosed in the respective notes. NOTES TO THE FINANCIAL STATEMENTS NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 FOR THE YEAR ENDED 30 JUNE 2019 Note 18 Issued Capital and Reserves Accounting Policy Ordinary shares are classified as equity. Transaction costs directly attributable to the issue of shares or options are recognised as a deduction from equity, net of any related income tax effects. 30 June 2019 No. 30 June 2018 No. 30 June 2019 $’000 30 June 2018 $’000 Issued share capital 225,713,403 205,844,814 244,765 195,187 Share movements during the year Balance at the start of the financial year Share issue Exercise of options (cash) Exercise of options (non-cash) Exercise of performance rights (non- cash) Less share issue costs Deferred tax on share issue costs (i) 205,844,814 17,948,339 1,700,000 - 220,250 201,732,155 - 4,042,659 - 70,000 - - - - 195,187 48,429 1,670 458 637 (1,948) 80 191,783 - 1,512 586 231 - 1,075 Balance at the end of the financial year 225,713,403 205,844,814 244,513 195,187 (i) The balance at 30 June 2018 comprises the tax effect of prior period equity raising costs first brought to account during that financial year. Refer note 4 for further discussion. 30 June 2019 30 June 2018 Balance at the beginning of the year Profit / (loss) for the period Transfer to issued capital on exercise of options Transfer to issued capital on exercise of performance rights Transfer to accumulated losses due to market conditions not met Share-based payments for the period Accumulated losses $’000 (65,837) 3,018 - - 174 - Balance at the end of the year (62,645) Share-based payments reserve (i) $’000 3,516 - (458) (637) (174) 760 3,007 Accumulated losses $’000 (60,435) (5,402) - - - - (65,837) Share-based payments reserve (i) $’000 2,965 - (586) (231) - 1,368 3,516 (i) The share-based payments reserve is used to recognise the fair value of options over unissued shares and performance rights provided to employees and Key Management Personnel. Dacian Gold Limited 2019 Annual Report 48 | P a g e Dacian Gold Limited 2019 Annual Report DAC I A N G O L D  | ANNUAL REPORT 2019 49 49 | P a g e NOTES TO THE FINANCIAL STATEMENTS NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 FOR THE YEAR ENDED 30 JUNE 2019 Other Disclosures This section provides information on items which require disclosure to comply with Australian Accounting Standards and other regulatory pronouncements. Note 19 Deferred Tax Deferred tax assets and liabilities are recognised for temporary timing differences at the tax rates expected to apply when the assets are recovered or liabilities are settled, based on those tax rates which are enacted or substantially enacted for each jurisdiction. The relevant tax rates are applied to the cumulative amounts of deductible and taxable temporary differences to measure the deferred tax asset or liability. An exception is made for certain temporary differences arising from the initial recognition of an asset or a liability. No deferred tax asset or liability is recognised in relation to those timing differences if they arose in a transaction, other than a business combination, that at the time of the transaction did not affect either accounting profit or taxable profit or loss. Deferred tax assets are recognised for deductible temporary differences and unused tax losses only if it is probable that future taxable amounts will be available to utilise those temporary differences and losses. Deferred tax liabilities and assets are not recognised for temporary differences between the carrying amount and tax bases of investments in controlled entities where the parent is able to control the timing of the reversal of the temporary differences and it is probable that the differences will not reverse in the foreseeable future. Deferred tax assets and liabilities are offset when there is a legally enforceable right to offset current tax assets and liabilities and when the deferred tax balances relate to the same taxation authority. Current tax assets and liabilities are offset where the entity has a legally enforceable right to offset and intends either to settle on a net basis, or to realise the asset and settle the liability simultaneously. Current and deferred tax balances attributable to amounts recognised directly in equity are also recognised directly in equity. Amounts receivable from the Australian Tax Office in respect of research and development tax concession claims are recognised when management have a reasonable basis to estimate claim proceeds. Tax consolidation The company and its 100% owned controlled entities have formed a tax consolidated group. Members of the Consolidated Entity have entered into a tax sharing arrangement in order to allocate income tax expense to the wholly owned controlled entities on a pro-rate basis. The agreement provides for the allocation of income tax liabilities between the entities should the head entity default on its tax payment obligations. At reporting date, the possibility of default is remote. The head entity of the tax consolidated group is Dacian Gold Limited. 50 DAC I A N G O L D  | ANNUAL REPORT 2019 Dacian Gold Limited 2019 Annual Report 50 | P a g e NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 Other Disclosures Standards and other regulatory pronouncements. Note 19 Deferred Tax This section provides information on items which require disclosure to comply with Australian Accounting Deferred tax assets and liabilities are recognised for temporary timing differences at the tax rates expected to apply when the assets are recovered or liabilities are settled, based on those tax rates which are enacted or substantially enacted for each jurisdiction. The relevant tax rates are applied to the cumulative amounts of deductible and taxable temporary differences to measure the deferred tax asset or liability. An exception is made for certain temporary differences arising from the initial recognition of an asset or a liability. No deferred tax asset or liability is recognised in relation to those timing differences if they arose in a transaction, other than a business combination, that at the time of the transaction did not affect either accounting profit or taxable profit or loss. Deferred tax assets are recognised for deductible temporary differences and unused tax losses only if it is probable that future taxable amounts will be available to utilise those temporary differences and losses. Deferred tax liabilities and assets are not recognised for temporary differences between the carrying amount and tax bases of investments in controlled entities where the parent is able to control the timing of the reversal of the temporary differences and it is probable that the differences will not reverse in the foreseeable future. Deferred tax assets and liabilities are offset when there is a legally enforceable right to offset current tax assets and liabilities and when the deferred tax balances relate to the same taxation authority. Current tax assets and liabilities are offset where the entity has a legally enforceable right to offset and intends either to settle on a net basis, or to realise the asset and settle the liability simultaneously. Current and deferred tax balances attributable to amounts recognised directly in equity are also recognised directly Amounts receivable from the Australian Tax Office in respect of research and development tax concession claims are recognised when management have a reasonable basis to estimate claim proceeds. in equity. Tax consolidation The company and its 100% owned controlled entities have formed a tax consolidated group. Members of the Consolidated Entity have entered into a tax sharing arrangement in order to allocate income tax expense to the wholly owned controlled entities on a pro-rate basis. The agreement provides for the allocation of income tax liabilities between the entities should the head entity default on its tax payment obligations. At reporting date, the possibility of default is remote. The head entity of the tax consolidated group is Dacian Gold Limited. NOTES TO THE FINANCIAL STATEMENTS NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 FOR THE YEAR ENDED 30 JUNE 2019 Note 19 Deferred Tax (continued) Recognised deferred tax assets and liabilities Deferred tax assets and liabilities are attributable to the following: Deferred tax assets Trade & other payables Provisions Borrowings – Finance lease liabilities Borrowing costs Business related costs – profit & loss Exploration and evaluation assets Capital raising costs – equity Tax Losses Deferred tax liabilities Trade & other receivables Inventories Property, plant and equipment Exploration and evaluation assets Mine properties Net deferred tax assets Movement in temporary differences during the year: 30 June 2019 $’000 17 5,927 4,665 421 3,259 - 1,155 52,450 (283) (347) (11,912) (956) (21,823) 32,573 Trade and other receivables Inventories Property, plant & equipment Exploration & evaluation Mine properties in development Trade & other payables Provisions Borrowings Borrowing costs Business related costs – profit & loss Capital raising costs – equity Tax losses Balance 30 June 2018 $’000 184 267 1,029 (3,217) 10,247 (24) (4,735) - (245) (6) (1,075) (30,568) (28,143) Recognised in income $’000 99 80 10,883 4,173 11,576 7 (1,192) (4,665) (176) (3,253) - (21,882) (4,350) Recognised in Equity $’000 - - - - - - - - - - (80) - (80) 30 June 2018 $’000 24 4,735 - 245 6 3,217 1,075 30,568 (184) (267) (1,029) - (10,247) 28,143 Balance 30 June 2019 $’000 283 347 11,912 956 21,823 (17) (5,927) (4,665) (421) (3,259) (1,155) (52,450) (32,573) During the 2019 financial year the Group recognised as a deferred tax asset an additional $21.9 million of carry forward tax losses. The generation of these losses can be largely attributed to the commissioning and ramp up period of the MMGO prior to the declaration of commercial production on 1 January 2019. The utilisation of losses depends upon the generation of future taxable profits which the Group believes to be recoverable based on current taxable income projections. Utilisation will also be subject to relevant tax legislation associated with recoupment including the same business or continuity of ownership test. Dacian Gold Limited 2019 Annual Report 50 | P a g e Dacian Gold Limited 2019 Annual Report DAC I A N G O L D  | ANNUAL REPORT 2019 51 51 | P a g e NOTES TO THE FINANCIAL STATEMENTS NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 FOR THE YEAR ENDED 30 JUNE 2019 Note 19 Deferred Tax (continued) Key Estimates and Assumptions Recognition of deferred tax assets The extent to which deferred tax assets can be recognised is based on an assessment of the probability of the Group’s future taxable income against which the deferred tax assets can be utilised. In addition, significant judgement is required in assessing the impact of any legal or economic limits or uncertainties in various tax jurisdictions. To the extent that future cash flows and taxable income differ significantly from estimates, the ability of the Group to realise the net deferred tax assets recorded at the reporting date could be impacted. Additionally, future changes in the tax laws in Australia could limit the ability of the Group to obtain tax deductions in future periods. Note 20 Share-Based Payments Accounting Policy The Group provides benefits to employees (including senior executives) of the Group in the form of share-based incentives, whereby employees render services in exchange for options and shares (equity-settled transactions). There is currently a plan in place to provide these benefits, the Dacian Gold Limited Employee Option Plan, which provides benefits to Executive Directors and other employees. The cost of these equity-settled transactions with employees is measured by reference to the fair value of the equity instruments at the date at which they are granted. The fair value is determined by using an appropriate valuation model. In valuing equity-settled transactions, no account is taken of any performance conditions, other than conditions linked to the price of the underlying Shares to which the equity instrument relates (market and non-vesting conditions) if applicable. The cost of equity-settled transactions is recognised, together with a corresponding increase in equity, over the period in which the performance and/or service conditions are fulfilled, ending on the date on which the relevant employees become fully entitled to the award (the vesting period). The cumulative expense recognised for equity-settled transactions at each reporting date until vesting date reflects: the extent to which the vesting period has expired; and (i) (ii) the Group’s best estimate of the number of equity instruments that will ultimately vest. No adjustment is made for the likelihood of market performance conditions being met as the effect of these conditions is included in the determination of fair value at grant date. The statement of profit or loss charge or credit for a period represents the movement in cumulative expense recognised as at the beginning and end of that period. No expense is recognised for share-based incentives that do not ultimately vest, except for incentives where vesting is only conditional upon market and non-vesting conditions. If the terms of a share-based incentive are modified, as a minimum an expense is recognised as if the terms had not been modified. In addition, an expense is recognised for any modification that increases the total fair value of the incentive, or is otherwise beneficial to the employee, as measured at the date of modification. If a share-based incentive is cancelled, it is treated as if it had vested on the date of cancellation, and any expense not yet recognised for the award is recognised immediately. However, if a new award is substituted for the cancelled incentive and designated as a replacement award on the date that it is granted, the cancelled incentive and new awards are treated as if they were a modification of the incentive, as described in the previous paragraph. The Group provides benefits to employees (including Executive Directors) of the Group through share-based incentives. Information relating to these schemes is set out below. 52 DAC I A N G O L D  | ANNUAL REPORT 2019 Dacian Gold Limited 2019 Annual Report 52 | P a g e NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 Note 19 Deferred Tax (continued) Key Estimates and Assumptions Recognition of deferred tax assets NOTES TO THE FINANCIAL STATEMENTS NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 FOR THE YEAR ENDED 30 JUNE 2019 Note 20 Share-Based Payments (continued) The extent to which deferred tax assets can be recognised is based on an assessment of the probability of the Group’s future taxable income against which the deferred tax assets can be utilised. In addition, significant judgement is required in assessing the impact of any legal or economic limits or uncertainties in various tax jurisdictions. To the extent that future cash flows and taxable income differ significantly from estimates, the ability of the Group to realise the net deferred tax assets recorded at the reporting date could be impacted. Additionally, future changes in the tax laws in Australia could limit the ability of the Group to obtain tax deductions in future periods. Recognised share-based payments expense Employee share-based payments expense Performance rights expense Total share-based payments expense Dacian Gold Limited Employee Option Plan 30 June 2019 $’000 131 629 760 30 June 2018 $’000 423 945 1,368 Note 20 Share-Based Payments Accounting Policy The Group provides benefits to employees (including senior executives) of the Group in the form of share-based incentives, whereby employees render services in exchange for options and shares (equity-settled transactions). There is currently a plan in place to provide these benefits, the Dacian Gold Limited Employee Option Plan, which provides benefits to Executive Directors and other employees. The cost of these equity-settled transactions with employees is measured by reference to the fair value of the equity instruments at the date at which they are granted. The fair value is determined by using an appropriate valuation model. In valuing equity-settled transactions, no account is taken of any performance conditions, other than conditions linked to the price of the underlying Shares to which the equity instrument relates (market and non-vesting conditions) if applicable. The cost of equity-settled transactions is recognised, together with a corresponding increase in equity, over the period in which the performance and/or service conditions are fulfilled, ending on the date on which the relevant employees become fully entitled to the award (the vesting period). The cumulative expense recognised for equity-settled transactions at each reporting date until vesting date reflects: period. (i) the extent to which the vesting period has expired; and (ii) the Group’s best estimate of the number of equity instruments that will ultimately vest. No adjustment is made for the likelihood of market performance conditions being met as the effect of these conditions is included in the determination of fair value at grant date. The statement of profit or loss charge or credit for a period represents the movement in cumulative expense recognised as at the beginning and end of that No expense is recognised for share-based incentives that do not ultimately vest, except for incentives where vesting is only conditional upon market and non-vesting conditions. If the terms of a share-based incentive are modified, as a minimum an expense is recognised as if the terms had not been modified. In addition, an expense is recognised for any modification that increases the total fair value of the incentive, or is otherwise beneficial to the employee, as measured at the date of modification. If a share-based incentive is cancelled, it is treated as if it had vested on the date of cancellation, and any expense not yet recognised for the award is recognised immediately. However, if a new award is substituted for the cancelled incentive and designated as a replacement award on the date that it is granted, the cancelled incentive and new awards are treated as if they were a modification of the incentive, as described in the previous paragraph. The Group provides benefits to employees (including Executive Directors) of the Group through share-based incentives. Information relating to these schemes is set out below. The establishment of the Dacian Gold Limited Employee Option Plan (“the Plan”) was last approved by a resolution of the shareholders of the Company on 26 November 2018. All eligible Directors, executive officers and employees of Dacian Gold Limited who have been continuously employed by the Company are eligible to participate in the Plan. The Plan allows the Company to issue free options or performance rights to eligible persons. Options over Unissued Shares The options can be granted free of charge and are exercisable at a fixed price in accordance with the Plan. Options issued under the Plan have vesting periods prior to exercise, except under certain circumstances whereby options may be capable of exercise prior to the expiry of the vesting period. The options are granted free of charge and vest subject to certain operational and market performance conditions being met. Options lapse if the employee ceases employment with the Company. During the financial year no options over unissued shares were issued pursuant to the Company’s Employee Share Option Plan (30 June 2018: Nil). Options issued have been valued and included in the financial statements over the periods that they vest. a) Reconciliation of movement of options over unissued shares during the period including weighted average exercise price (WAEP) 30 June 2019 No. Options outstanding at the start of the year Options granted during the year Options exercised during the year Options outstanding at the end of the year 6,950,000 - (1,700,000) 5,250,000 WAEP $1.07 - $0.98 $1.10 30 June 2018 No. 12,000,000 - (5,050,000) 6,950,000 WAEP $0.94 - $0.73 $1.07 The terms of the options over unissued shares at 30 June 2019 are as follows: Number of options outstanding 500,000 2,000,000 400,000 1,550,000 300,000 500,000 b) Subsequent to the reporting date Exercise price $0.58 $0.39 $1.15 $1.16 $1.99 $3.66 Expiry date 24 September 2019 17 November 2019 30 September 2020 31 January 2021 28 February 2021 30 June 2021 Subsequent to year end 267,291 shares were issued on the cashless exercise of 500,000 options exercisable at $0.58 each pursuant to the cashless exercise provisions of the Dacian Gold Limited Employee Option Plan. No options have been granted subsequent to the reporting date and to the date of signing this report. c) Weighted average contractual life The weighted average contractual life for vested and un-exercised options is 12 months (2018: 24 months). Dacian Gold Limited 2019 Annual Report 52 | P a g e Dacian Gold Limited 2019 Annual Report DAC I A N G O L D  | ANNUAL REPORT 2019 53 53 | P a g e NOTES TO THE FINANCIAL STATEMENTS NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 FOR THE YEAR ENDED 30 JUNE 2019 Note 20 Share-Based Payments (continued) Performance Rights During the financial year ended 30 June 2019, no performance rights (30 June 2018: 391,682) were issued to employees, pursuant to the terms of the Dacian Gold Limited Employee Share Option Plan. a) Reconciliation of movement of performance rights during the period Measurement date 30 June 2019 30 June 2019 1 July 2018 1 July 2018 1 July 2019 1 July 2019 Date of vesting 30 June 2019 30 June 2019 1 July 2019 1 July 2019 1 July 2020 1 July 2020 Tranche 1 2 3 4 5 6 Total Number of rights at start of year 165,000 165,000 82,578 82,578 107,956 107,956 711,068 Number of rights vested(i) (165,000) - - - - - (165,000) Number of rights lapsed - (165,000) - - - - (165,000) Number of rights forfeited - - (17,811) (17,812) (22,776) (22,776) (81,175) Number of rights at end of year - - 64,767 64,766 85,180 85,180 299,893 The movement in weighted average fair value (“WAFV”) appears in the table below: Rights outstanding at the start of the year Rights issued during the year Rights vested during the year(i) Rights lapsed during the period Rights forfeited during the year Rights outstanding at the end of the year 30 June 2019 No. WAFV 30 June 2018 No. WAFV 711,068 - (165,000) (165,000) (81,175) 299,893 $2.61 - $3.30 $2.78 $2.23 $2.24 550,250 391,682 (220,250) - (10,614) 711,068 $2.98 $2.24 $2.89 - $2.46 $2.61 (i) Relates to rights that vested during the year and were unissued at 30 June 2019. b) Subsequent to reporting date Subsequent to period end a further 1,601,019 performance rights were issued to employees of the company pursuant to the terms and conditions of the Dacian Gold Limited Employee Option Plan. In addition, 129,533 shares were issued on the exercise of fully vested rights comprising tranche 3 and 4 in the table above. c) Fair value of performance rights granted The fair value of the performance rights granted were determined using Monte Carlo simulation, a review of historical share price volatility and correlation of the share price of the Company to its Peer Group. Further details of the basis of valuation of currently outstanding performance right appear below. Date of grant 17 October 2016 17 October 2016 30 August 2017 30 August 2017 20 April 2018 20 April 2018 Measurement date 30 June 2019 30 June 2019 1 July 2018 1 July 2018 1 July 2019 1 July 2019 Tranche 1 2 3 4 5 6 Total Number of rights at start of year 165,000 165,000 82,578 82,578 107,956 107,956 711,068 Share price on grant date $3.30 $3.30 $2.33 $2.33 $3.06 $3.06 Fair value at grant date $2.78 $3.30 $1.56 $2.33 $2.08 $3.06 Expected share price volatility 68% 68% 51% 51% 53% 53% Date of vesting 30 June 2019 30 June 2019 1 July 2019 1 July 2019 1 July 2020 1 July 2020 Expected dividend yield 0% 0% 0% 0% 0% 0% Expected risk free rate 1.74% 1.74% 1.84% 1.84% 1.96% 1.96% 54 DAC I A N G O L D  | ANNUAL REPORT 2019 Dacian Gold Limited 2019 Annual Report 54 | P a g e NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 Note 20 Share-Based Payments (continued) Performance Rights During the financial year ended 30 June 2019, no performance rights (30 June 2018: 391,682) were issued to employees, pursuant to the terms of the Dacian Gold Limited Employee Share Option Plan. a) Reconciliation of movement of performance rights during the period Measurement Tranche date Date of vesting 1 2 3 4 5 6 Total 30 June 2019 30 June 2019 30 June 2019 30 June 2019 1 July 2018 1 July 2018 1 July 2019 1 July 2019 1 July 2019 1 July 2019 1 July 2020 1 July 2020 165,000 165,000 82,578 82,578 107,956 107,956 711,068 Number of rights at start of year Number of rights vested(i) (165,000) Number of rights lapsed (165,000) - - - - - Number of Number of rights at rights forfeited end of year - - (17,811) (17,812) (22,776) (22,776) (81,175) - - 64,767 64,766 85,180 85,180 299,893 - - - - - (165,000) (165,000) The movement in weighted average fair value (“WAFV”) appears in the table below: Rights outstanding at the start of the year Rights issued during the year Rights vested during the year(i) Rights lapsed during the period Rights forfeited during the year Rights outstanding at the end of the year 30 June 2019 30 June 2018 No. WAFV No. 711,068 - (165,000) (165,000) (81,175) 299,893 WAFV $2.61 - $3.30 $2.78 $2.23 $2.24 550,250 391,682 (220,250) - (10,614) 711,068 $2.98 $2.24 $2.89 - $2.46 $2.61 (i) Relates to rights that vested during the year and were unissued at 30 June 2019. b) Subsequent to reporting date Subsequent to period end a further 1,601,019 performance rights were issued to employees of the company pursuant to the terms and conditions of the Dacian Gold Limited Employee Option Plan. In addition, 129,533 shares were issued on the exercise of fully vested rights comprising tranche 3 and 4 in the table above. c) Fair value of performance rights granted The fair value of the performance rights granted were determined using Monte Carlo simulation, a review of historical share price volatility and correlation of the share price of the Company to its Peer Group. Further details of the basis of valuation of currently outstanding performance right appear below. Tranche Date of grant date Measurement 17 October 2016 30 June 2019 165,000 30 June 2019 17 October 2016 30 June 2019 165,000 30 June 2019 1 2 3 4 5 6 Total 30 August 2017 30 August 2017 20 April 2018 20 April 2018 1 July 2018 1 July 2018 1 July 2019 1 July 2019 Number of rights at start of year 82,578 82,578 107,956 107,956 711,068 Share price on grant date $3.30 $3.30 $2.33 $2.33 $3.06 $3.06 Fair value at grant date $2.78 $3.30 $1.56 $2.33 $2.08 $3.06 Expected share price Expected dividend Expected risk free volatility yield 68% 68% 51% 51% 53% 53% 0% 0% 0% 0% 0% 0% rate 1.74% 1.74% 1.84% 1.84% 1.96% 1.96% Date of vesting 1 July 2019 1 July 2019 1 July 2020 1 July 2020 NOTES TO THE FINANCIAL STATEMENTS NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 FOR THE YEAR ENDED 30 JUNE 2019 Note 20 Share-Based Payments (continued) Performance Rights (continued) d) Vesting conditions of performance rights outstanding during the period No performance rights were issued during the year. The 299,893 performance rights outstanding at 30 June 2019 (30 June 2018: 711,068) are subject to Total Shareholder Return (“TSR”) and company performance vesting conditions. Tranche 1 Measurement Date 30 June 2019 Date of vesting 30 June 2019 Number of rights at start of year 165,000 2 3 4 5 6 30 June 2019 30 June 2019 165,000 1 July 2018 1 July 2019 82,578 1 July 2018 1 July 2019 82,578 1 July 2019 1 July 2020 107,956 1 July 2019 1 July 2020 107,956 Total 711,068 Metric 50% - TSR performance to peers above 50th percentile (measured over the 3 year period to 30 June 2019) 50% - Ore reserves at MMGO exceeding 1.2 million ounces 50% - TSR performance to peers above 50th percentile (measured over the 1 year period to 1 July 2018) 50% - First gold production at MMGO on time and budget 50% - TSR performance to peers above 50th percentile (measured over the 1 year period to 1 July 2019) 50% - Ore reserves at MMGO exceeding 1.2 million ounces Achieved LTI 0% 100% - - - - Details of the measurement period for each tranche of performance rights is detailed in the table above. The performance rights for tranches 1 and 2 vest immediately at the measurement date. The remaining tranches are subject to a 12 month service condition. These vest one year from the measurement date. On vesting, each right automatically converts to one ordinary share. If the employee ceases employment before the rights vest, the rights will be forfeited, except in limited circumstances that are approved by the board. The Company’s TSR performance for rights on issue are assessed against the following 10 peer group companies. Peer Companies 1 2 3 4 5 6 7 8 9 10 St Barbara Limited Saracen Mineral Holdings Limited Resolute Mining Limited Gold Road Resources Limited Perseus Mining Limited Beadell Resources Limited Silver Lake Resources Limited Doray Minerals Limited Troy Resources Limited Ramelius Resources Limited Key Estimates and Assumptions Share-Based Payments ASX Codes SBM SAR RSG GOR PRU BDR SLR DRM TRY RMS The Group measures the cost of equity settled transactions with employees by reference to the fair value of the equity instruments at the date at which they are granted. The fair value is determined using an appropriate valuation model. The valuation basis and related assumptions are detailed above. The accounting estimates and assumptions relating to the equity settled transactions would have no impact on the carrying value of assets and liabilities within the next annual reporting period but may impact expenses and equity. Dacian Gold Limited 2019 Annual Report 54 | P a g e Dacian Gold Limited 2019 Annual Report DAC I A N G O L D  | ANNUAL REPORT 2019 55 55 | P a g e NOTES TO THE FINANCIAL STATEMENTS NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 FOR THE YEAR ENDED 30 JUNE 2019 Note 21 Commitments (a) Operating lease commitments Due within 1 year Due after 1 year but not more than 5 years 30 June 2019 $’000 212 271 483 30 June 2018 $’000 208 482 690 The operating lease commitment relates to the lease of the Group’s Perth office and car parking for a 5 year term from 24 October 2016. The lease includes an option to extend for an additional 3 year period following expiry of the initial lease term on 24 October 2021. (b) Finance lease commitments In the prior year, Mt Morgans WA Mining Pty Ltd entered into agreements with Zenith Pacific (JPT) Pty Ltd to build and operate the power station located at the MMGO and APA Operations Pty Ltd to build and operate a gas spur for the transport of gas to this facility. A finance lease for this infrastructure has been recognised over each contract term. In the prior year, Mt Morgans WA Mining Pty Ltd entered into an agreement with SGS Australia Pty Ltd for the provision of laboratory services and equipment for a fixed term of five years. A finance lease for the laboratory equipment has been recognised over the contract term. A summary of finance lease commitments appears in the following table: Within one year Later than one year but not later than five years Later than five years Minimum lease payment Future finance charges Recognised as liability Representing lease liabilities: Current Non-current (c) Capital commitments 30 June 2019 $’000 2,673 10,540 4,285 17,498 (1,947) 15,551 2,106 13,445 15,551 30 June 2018 $’000 2,723 10,672 6,776 20,171 (2,605) 17,566 2,011 15,555 17,566 Significant capital expenditure contracted for at the end of the reporting period but not recognised as liabilities is as follows: Mine Capital 30 June 2019 $’000 651 30 June 2018 $’000 5,475 56 DAC I A N G O L D  | ANNUAL REPORT 2019 Dacian Gold Limited 2019 Annual Report 56 | P a g e NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 Note 21 Commitments (a) Operating lease commitments Due within 1 year Due after 1 year but not more than 5 years The operating lease commitment relates to the lease of the Group’s Perth office and car parking for a 5 year term from 24 October 2016. The lease includes an option to extend for an additional 3 year period following expiry of the initial lease term on 24 October 2021. (b) Finance lease commitments In the prior year, Mt Morgans WA Mining Pty Ltd entered into agreements with Zenith Pacific (JPT) Pty Ltd to build and operate the power station located at the MMGO and APA Operations Pty Ltd to build and operate a gas spur for the transport of gas to this facility. A finance lease for this infrastructure has been recognised over each contract term. In the prior year, Mt Morgans WA Mining Pty Ltd entered into an agreement with SGS Australia Pty Ltd for the provision of laboratory services and equipment for a fixed term of five years. A finance lease for the laboratory equipment has been recognised over the contract term. A summary of finance lease commitments appears in the following table: Within one year Later than one year but not later than five years Later than five years Minimum lease payment Future finance charges Recognised as liability Representing lease liabilities: Current Non-current (c) Capital commitments as follows: Mine Capital Significant capital expenditure contracted for at the end of the reporting period but not recognised as liabilities is 30 June 2019 $’000 212 271 483 30 June 2018 $’000 208 482 690 30 June 2019 $’000 2,673 10,540 4,285 17,498 (1,947) 15,551 2,106 13,445 15,551 30 June 2019 $’000 651 30 June 2018 $’000 2,723 10,672 6,776 20,171 (2,605) 17,566 2,011 15,555 17,566 30 June 2018 $’000 5,475 NOTES TO THE FINANCIAL STATEMENTS NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 FOR THE YEAR ENDED 30 JUNE 2019 Note 22 Contingencies (a) Contingent liabilities There are no material contingent liabilities at the reporting date. (b) Contingent assets There are no material contingent assets at the reporting date. Note 23 Related Party Disclosures (a) Controlled Entities Parent Entity Dacian Gold Limited Subsidiaries Dacian Gold Mining Pty Ltd Mt Morgans WA Mining Pty Ltd (b) Parent Entity Ownership Interest 2019 % 100 100 Financial statements and notes for Dacian Gold Limited, the legal parent entity are provided below: Financial position Current assets Non-current assets Total assets Current liabilities Non-current liabilities Total liabilities Shareholders’ equity Issued capital Share-based payments reserve Accumulated losses Total equity Financial performance Loss / (profit) for the year Other comprehensive (loss) / income Total comprehensive (loss) / income Commitments Parent 30 June 2019 $’000 17,547 225,436 242,983 802 161 963 244,513 3,007 (5,500) 242,020 (20,721) - (20,721) 2018 % 100 100 30 June 2018 $’000 16,214 156,931 173,145 714 123 837 195,187 3,516 (26,395) 172,308 19,046 - 19,046 The parent entity had operating lease commitments of $0.5 million at 30 June 2019 (30 June 2018: $0.7 million) relating to the lease of the Group’s Perth office and car park. A featherweight security is in place over the assets of the Parent Entity capped to a maximum value of $5,000 for the benefit of the MMGO project debt facility financiers. The transaction banking accounts for the Parent Entity are secured assets. This security supports the guarantee provided by Parent Entity to Mt Morgans WA Mining Pty Ltd. Dacian Gold Limited 2019 Annual Report 56 | P a g e Dacian Gold Limited 2019 Annual Report DAC I A N G O L D  | ANNUAL REPORT 2019 57 57 | P a g e NOTES TO THE FINANCIAL STATEMENTS NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 FOR THE YEAR ENDED 30 JUNE 2019 Note 23 Related Party Disclosures (continued) (c) Transactions with related parties For the year ended 30 June 2019, services totalling $216,042 (2018: $6,948) were provided on normal commercial terms to the Group by Perenti Global and its subsidiaries (previously Ausdrill Limited), of which Mr Cochrane is Non-Executive Chairman. The services provided related to open pit grade control drilling and mineral analysis. Mr Cochrane was not party to any contract negotiations for either party. Other than transactions with parties related to Key Management Personnel mentioned above and in the remuneration report, there have been no other transactions with parties related to the consolidated entity in the financial year ending 30 June 2019. Note 24 Key Management Personnel (a) Directors and Key Management Personnel The following persons were Directors or Key Management Personnel of the Company during the current and prior financial year: Rohan Williams Robert Reynolds Barry Patterson Ian Cochrane Grant Dyker Executive Chairman & CEO Non-Executive Director Non-Executive Director Non-Executive Director Chief Financial Officer There were no other persons employed by or contracted to the Company during the financial year, having responsibility for planning, directing and controlling the activities of the Company, either directly or indirectly. (b) Key management personnel compensation Details of Key Management Personnel remuneration are contained in the Audited Remuneration Report in the Directors’ Report. A summary of total compensation paid to Key Management Personnel during the year is as follows: Short-term employment benefits Share-based payments Other long-term benefits Post-employment benefits Total Key Management Personnel remuneration Note 25 Auditors Remuneration Grant Thornton Audit and review of financial statements Fees in respect to prior year KPMG Audit and review of financial statements Other Services Grant Thornton - research and development claims Total 30 June 2019 $ 1,498,048 505,630 17,518 67,972 2,089,168 30 June 2019 $ - 21,588 85,000 - 106,588 30 June 2018 $ 1,570,891 926,771 16,785 67,849 2,582,296 30 June 2018 $ 60,316 - - 10,000 70,316 58 DAC I A N G O L D  | ANNUAL REPORT 2019 Dacian Gold Limited 2019 Annual Report 58 | P a g e NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 Note 23 Related Party Disclosures (continued) (c) Transactions with related parties For the year ended 30 June 2019, services totalling $216,042 (2018: $6,948) were provided on normal commercial terms to the Group by Perenti Global and its subsidiaries (previously Ausdrill Limited), of which Mr Cochrane is Non-Executive Chairman. The services provided related to open pit grade control drilling and mineral analysis. Mr Cochrane was not party to any contract negotiations for either party. Other than transactions with parties related to Key Management Personnel mentioned above and in the remuneration report, there have been no other transactions with parties related to the consolidated entity in the The following persons were Directors or Key Management Personnel of the Company during the current and prior financial year ending 30 June 2019. Note 24 Key Management Personnel (a) Directors and Key Management Personnel financial year: Rohan Williams Robert Reynolds Barry Patterson Ian Cochrane Grant Dyker Executive Chairman & CEO Non-Executive Director Non-Executive Director Non-Executive Director Chief Financial Officer There were no other persons employed by or contracted to the Company during the financial year, having responsibility for planning, directing and controlling the activities of the Company, either directly or indirectly. (b) Key management personnel compensation Details of Key Management Personnel remuneration are contained in the Audited Remuneration Report in the Directors’ Report. A summary of total compensation paid to Key Management Personnel during the year is as follows: Short-term employment benefits Share-based payments Other long-term benefits Post-employment benefits Total Key Management Personnel remuneration Note 25 Auditors Remuneration Grant Thornton Audit and review of financial statements Fees in respect to prior year Audit and review of financial statements KPMG Other Services Total Grant Thornton - research and development claims 30 June 2019 $ 1,498,048 505,630 17,518 67,972 2,089,168 30 June 2019 $ - - 21,588 85,000 106,588 30 June 2018 $ 1,570,891 926,771 16,785 67,849 2,582,296 30 June 2018 $ 60,316 - - 10,000 70,316 NOTES TO THE FINANCIAL STATEMENTS NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 FOR THE YEAR ENDED 30 JUNE 2019 Note 26 Events Subsequent to the Reporting Date There has not arisen in the interval between the end of the reporting period and the date of this report, any item, transaction or event of a material and unusual nature likely, in the opinion of the Directors of the Company to affect substantially the operations of the Group, the results of those operations or the state of affairs of the Group in subsequent financial years. Note 27 New and Revised Accounting Standards Changes in accounting policy The Group has adopted the following new and revised accounting standards, amendments and interpretations as of 1 July 2018. AASB 9 Financial Instruments AASB 9 Financial Instruments replaces the existing guidance in AASB 139 Financial Instruments: Recognition and Measurement. AASB 9 includes revised guidance on the classification and measurement of financial instruments, a new expected credit loss model for calculating impairment on financial assets, and new general hedge accounting requirements. It also carries forward the guidance on recognition and de-recognition of financial instruments from AASB 139. AASB 9 is effective for annual reporting periods beginning on or after 1 January 2018. The Group has assessed that the implementation of this standard does not have a material impact on the financial statements. Classification and measurement of financial instruments AASB 9 contains three principal classification categories for financial assets: measured at amortised cost, Fair value through other comprehensive income and Fair value through profit or loss. The classification of financial assets under AASB 9 is generally based on the business model in which a financial asset is managed and its contractual cash flow characteristics. AASB 9 eliminates the previous AASB 139 categories of held to maturity, loans and receivables and available for sale. AASB 9 largely retains the existing requirements in AASB 139 for the classification and measurement of financial liabilities. The table set out on below explains the original measurement categories under AASB 139 and the new measurement categories under AASB 9 for each class of the Company’s financial assets as at 1 July 2018. Original Classification under AASB 139 New Classification under AASB 9 Original carrying amount under AASB 139 $’000 New carrying amount under AASB 9 $’000 Financial Assets Cash and cash equivalents Trade and other receivables Loans and receivables Loans and receivables Amortised cost Amortised cost 62,866 3,724 66,590 62,866 3,724 66,590 The adoption of AASB 9 did not have a significant impact on the Company’s financial statements. AASB 15 Revenue from Contracts with Customers Refer to note 2 for further discussion. Dacian Gold Limited 2019 Annual Report 58 | P a g e Dacian Gold Limited 2019 Annual Report DAC I A N G O L D  | ANNUAL REPORT 2019 59 59 | P a g e NOTES TO THE FINANCIAL STATEMENTS NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 FOR THE YEAR ENDED 30 JUNE 2019 Note 27 New and Revised Accounting Standards (continued) New standards and interpretations issued but not yet effective AASB 16 Leases AASB 16 sets out the principles for recognition, measurement, presentation and disclosure of leases for both parties to a contract, i.e. the customer (‘’lessee’’) and the supplier (“lessor”). AASB 16 replaces the previous leases standard AASB 117 Leases, and related interpretations. AASB 16 provides a new lessee accounting model which will result in almost all leases being recognised on the balance sheet, as the distinction between operating and finance leases is removed. Under the new standard, an asset (the right to use the leased item) and a financial liability to pay rentals are recognised. A lessee measures right-of-use assets similarly to other non-financial assets and lease liabilities similarly to other financial liabilities. Assets and liabilities arising from a lease are initially measured on a present value basis. The only exceptions are short term and low-value leases. The accounting for lessors will not significantly change. The Group plans to apply AASB 16 initially on 1 July 2019, using the modified retrospective approach. Therefore, the cumulative effect of adopting AASB 16 will be recognised as an adjustment to the opening balance of retained earnings at 1 July 2019, with no restatement of comparative information. The Group will elect to recognise the right-of-use assets at an amount equal to the lease liability at 1 July 2019 and plans to apply the following practical expedients for AASB 16: • Leases for which the underlying asset is of low value; • Arrangements that are subject to grandfathering provisions including mining services contracts; and • Short term leases. Management has compiled a list of potential leases across the Group and reviewed all related contracts in order to identify and account for all leases in terms of AASB 16 across the Group. Based on the information currently available, the Group estimates that the standard will not have a material impact on the Group at 1 July 2019 other than finance leases already recognised being transferred to right of use assets (and therefore no net impact). Application date of Standard: 1 January 2019 Application date for Group: 1 July 2019 60 DAC I A N G O L D  | ANNUAL REPORT 2019 Dacian Gold Limited 2019 Annual Report 60 | P a g e NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2019 Note 27 New and Revised Accounting Standards (continued) New standards and interpretations issued but not yet effective AASB 16 Leases AASB 16 sets out the principles for recognition, measurement, presentation and disclosure of leases for both parties to a contract, i.e. the customer (‘’lessee’’) and the supplier (“lessor”). AASB 16 replaces the previous leases standard AASB 117 Leases, and related interpretations. AASB 16 provides a new lessee accounting model which will result in almost all leases being recognised on the balance sheet, as the distinction between operating and finance leases is removed. Under the new standard, an asset (the right to use the leased item) and a financial liability to pay rentals are recognised. A lessee measures right-of-use assets similarly to other non-financial assets and lease liabilities similarly to other financial liabilities. Assets and liabilities arising from a lease are initially measured on a present value basis. The only exceptions are short term and low-value leases. The accounting for lessors will not significantly change. The Group plans to apply AASB 16 initially on 1 July 2019, using the modified retrospective approach. Therefore, the cumulative effect of adopting AASB 16 will be recognised as an adjustment to the opening balance of retained earnings at 1 July 2019, with no restatement of comparative information. The Group will elect to recognise the right-of-use assets at an amount equal to the lease liability at 1 July 2019 and plans to apply the following practical expedients for AASB 16: • Leases for which the underlying asset is of low value; • Arrangements that are subject to grandfathering provisions including mining services contracts; and • Short term leases. Management has compiled a list of potential leases across the Group and reviewed all related contracts in order to identify and account for all leases in terms of AASB 16 across the Group. Based on the information currently available, the Group estimates that the standard will not have a material impact on the Group at 1 July 2019 other than finance leases already recognised being transferred to right of use assets (and therefore no net impact). Application date of Standard: 1 January 2019 Application date for Group: 1 July 2019 DIRECTORS’ DECLARATION DIRECTORS’ DECLARATION In the opinion of the Directors of Dacian Gold Limited (the ‘Company’): a. The accompanying financial statements and notes of the consolidated entity are in accordance with the Corporations Act 2001, including: i. ii. giving a true and fair view of the consolidated entity’s financial position as at 30 June 2019 and of its performance for the year then ended; and complying with Australian Accounting Standards, the Corporations Regulations 2001, professional reporting requirements and other mandatory requirements. b. There are reasonable grounds to believe that the Company will be able to pay its debts as and when they become due and payable. c. The financial statements and notes thereto are in accordance with International Financial Reporting Standards issued by the International Accounting Standards Board. This declaration has been made after receiving the declarations required to be made to the Directors in accordance with Section 295A of the Corporations Act 2001 for the financial year ended 30 June 2019. This declaration is signed in accordance with a resolution of the Board of Directors. DATED at Perth this 13th day of September 2019. Rohan Williams Executive Chairman & CEO Dacian Gold Limited 2019 Annual Report 60 | P a g e DAC I A N G O L D  | ANNUAL REPORT 2019 61 Dacian Gold Limited 2019 Annual Report 61 | P a g e INDEPENDENT AUDITOR’S REPORT Independent Auditor’s Report Independent Auditor’s Report To the shareholders of Dacian Gold Limited To the shareholders of Dacian Gold Limited Report on the audit of the Financial Report Report on the audit of the Financial Report Opinion Opinion We have audited the Financial Report of Dacian We have audited the Financial Report of Dacian Gold Limited (the Company). Gold Limited (the Company). In our opinion, the accompanying Financial In our opinion, the accompanying Financial Report of the Company is in accordance with the Report of the Company is in accordance with the Corporations Act 2001, including: Corporations Act 2001, including: • Giving a true and fair view of the Group’s • Giving a true and fair view of the Group’s financial position as at 30 June 2019 and of financial position as at 30 June 2019 and of its financial performance for the year ended its financial performance for the year ended on that date; and on that date; and Complying with Australian Accounting Complying with Australian Accounting Standards and the Corporations Regulations Standards and the Corporations Regulations 2001. 2001. • • • • The Financial Report comprises: The Financial Report comprises: • • Consolidated statement of financial position Consolidated statement of financial position as at 30 June 2019. as at 30 June 2019. Consolidated statement of profit or loss and Consolidated statement of profit or loss and other comprehensive income, Consolidated other comprehensive income, Consolidated statement of changes in equity and statement of changes in equity and Consolidated statement of cash flows for Consolidated statement of cash flows for the year then ended. the year then ended. • Notes including a summary of significant • Notes including a summary of significant accounting policies. accounting policies. • Directors’ Declaration. • Directors’ Declaration. The Group consists of the Company and the The Group consists of the Company and the entities it controlled at the year-end or from time entities it controlled at the year-end or from time to time during the financial year. to time during the financial year. Basis for opinion Basis for opinion We conducted our audit in accordance with Australian Auditing Standards. We believe that the audit We conducted our audit in accordance with Australian Auditing Standards. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion. evidence we have obtained is sufficient and appropriate to provide a basis for our opinion. Our responsibilities under those standards are further described in the Auditor’s responsibilities for Our responsibilities under those standards are further described in the Auditor’s responsibilities for the audit of the Financial Report section of our report. the audit of the Financial Report section of our report. We are independent of the Group in accordance with the Corporations Act 2001 and the ethical We are independent of the Group in accordance with the Corporations Act 2001 and the ethical requirements of the Accounting Professional and Ethical Standards Board’s APES 110 Code of Ethics requirements of the Accounting Professional and Ethical Standards Board’s APES 110 Code of Ethics for Professional Accountants (the Code) that are relevant to our audit of the Financial Report in for Professional Accountants (the Code) that are relevant to our audit of the Financial Report in Australia. We have fulfilled our other ethical responsibilities in accordance with the Code. Australia. We have fulfilled our other ethical responsibilities in accordance with the Code. Key Audit Matters Key Audit Matters The Key Audit Matters we identified are: The Key Audit Matters we identified are: • • Value of property, plant and equipment and Value of property, plant and equipment and mine properties. mine properties. Recoverability of deferred tax assets. Recoverability of deferred tax assets. • • • Going concern basis of accounting. • Going concern basis of accounting. Key Audit Matters are those matters that, in our Key Audit Matters are those matters that, in our professional judgement, were of most professional judgement, were of most significance in our audit of the Financial Report of significance in our audit of the Financial Report of the current period. the current period. These matters were addressed in the context of These matters were addressed in the context of our audit of the Financial Report as a whole, and our audit of the Financial Report as a whole, and in forming our opinion thereon, and we do not in forming our opinion thereon, and we do not provide a separate opinion on these matters. provide a separate opinion on these matters. KPMG, an Australian partnership and a member firm of the KPMG network of independent member firms affiliated with KPMG KPMG, an Australian partnership and a member firm of the KPMG International Cooperative (“KPMG International”), a Swiss entity. network of independent member firms affiliated with KPMG International Cooperative (“KPMG International”), a Swiss entity. Liability limited by a scheme approved under Professional Standards Legislation. Liability limited by a scheme approved under Professional Standards Legislation. 62 DAC I A N G O L D  | ANNUAL REPORT 2019 INDEPENDENT AUDITOR’S REPORT Value of property, plant and equipment and mine properties ($273,621,000) Refer to Note 10, 12 and 13 to the Financial Report The key audit matter How the matter was addressed in our audit The value of property, plant and equipment and mine properties was considered a key audit matter due to the: • • Size of the property, plant and equipment and mine properties balance (being 74% of total assets). Level of judgement required by us in evaluating assumptions used by the Group in its valuation assessment. • Group’s market capitalisation at 30 June 2019 being less than the net assets of the Group, bringing into question the value ascribed to property, plant and equipment and mine properties. The valuation of the Group’s property, plant and equipment and mine properties applies significant assumptions in a fair value less costs of disposal model. These assumptions include: • • Forecast sales and production output, production costs and capital expenditure. The Group’s models are sensitive to changes in these assumptions, reducing available headroom. This drives additional audit effort specific to their feasibility and consistency of application to the Group’s strategy. Forecast gold prices experiencing volatility, increasing the risk of future fluctuations and inaccurate forecasting. • Discount rate, which is complicated in nature. • Life of mineral reserves. The Group uses internal and external experts to assist it in producing the Reserves statement which underlies the forecast production output within the model. The Group has not met its budget during the current year, raising our focus on the reliability of forecasts within the Group’s impairment testing. These conditions necessitate additional scrutiny and professional scepticism by us, in particular to address the objectivity of sources used for assumptions, and their consistent application. In assessing this key audit matter, we involved senior team members and valuation specialists. Our procedures included: • We considered the appropriateness of the Group’s use of the fair value less costs of disposal methodology against the requirements of the accounting standards. • We, along with our valuation specialists, assessed the integrity of the fair value less costs of disposal model used, including the accuracy of the underlying calculation formulas. • We evaluated the sensitivity of the valuation of property, plant and equipment and mine properties by considering reasonably possible changes to the key assumptions, such as forecast sales and production output, forecast gold prices, production costs and the discount rate. We did this to identify those assumptions at higher risk of bias or inconsistency in application and to focus our further procedures. • We assessed the historical accuracy of previous Group budgets by comparing to actual results to inform our evaluation of forecasts incorporated in the model. We evaluated the impact on the business, to determine further testing required. • We assessed key assumptions underlying the discounted cash flows in the fair value less costs of disposal model (including forecast sales and production output, production costs and capital expenditure) using our knowledge of the Group, their past performance, and our industry experience. We challenged the Group’s significant forecast cash flows and we applied increased scepticism to forecasts in the areas where previous budgets were not achieved. We compared key events to the Board approved budget and strategy. • We compared expected forecast gold prices to published views of market commentators on future trends. • We assessed the scope, competence and objectivity of the Group’s internal and external experts involved in the estimation process of mineral reserves. DAC I A N G O L D  | ANNUAL REPORT 2019 63 INDEPENDENT AUDITOR’S REPORT • We compared the life of mineral reserves and production output assumptions in the Group’s model to the Reserves statement commissioned by the Group for consistency. • We evaluated the consistency of the life of mineral reserves and production output assumptions used in the Group’s model with other information tested by us, such as the Group’s rehabilitation provision, and our understanding of the Group’s intentions. • Working with our valuation specialists, we independently developed a discount rate range considered comparable, using publicly available market data for comparable entities. • We assessed the Group’s analysis of the market capitalisation shortfall versus the net assets at year end. This included comparison of the market capitalisation range implied by broker target valuation ranges to the Group’s valuation and consideration of the movement in the Group’s market capitalisation post year end. Recoverability of deferred tax assets ($32,573,000) Refer to Note 4 and 19 to the Financial Report The key audit matter How the matter was addressed in our audit The Group has recognised deferred tax assets of $32.573 million as at 30 June 2019, which includes tax losses carried forward in Australia. Accounting standards state deferred tax assets are only recognised if certain conditions under Australian tax law are satisfied and if it is probable that sufficient taxable profits will be generated in the future in order for the benefits of the deferred tax assets to be realised. The recoverability of deferred tax assets was a key audit matter due to: • • The significant judgement required by us to assess the probability the Group can generate sufficient taxable profits in light of the tax losses recorded in the current and previous financial years. As described in the value of property, plant and equipment and mine properties key audit matter above, the Group having not met its budget during the current year, raising our focus on the reliability of forecasts and increasing the possibility that deferred tax assets are not recoverable. Working with our tax specialists, our procedures included: • We examined the documentation prepared by the Group underlying the availability of tax losses and annual utilisation allowances for consistency with Australian tax law. • We assessed the factors that led to the Group incurring tax losses in the current year and previous years, which included the progression of the commissioning of the Mt Morgans Gold Operation, and challenged the Group’s assessment of future taxable profits. • We compared the forecasts included in the Group’s estimate of future taxable profits used in their deferred tax asset recoverability assessment to those used in the Group’s assessment of the value of property, plant and equipment and mine properties. Our approach to testing these forecasts was consistent with the approach detailed above in relation to the value of property, plant and equipment and mine properties. We challenged the differences 64 DAC I A N G O L D  | ANNUAL REPORT 2019 INDEPENDENT AUDITOR’S REPORT • The risk of the Group incorrectly applying the requirements of the accounting standards and Australian tax law to recognise deferred tax assets for tax losses, which could result in a substantial effect on the Group’s statement of profit or loss and other comprehensive income. We involved tax specialists to supplement our senior team members in assessing this key audit matter. between forecast cash flows and taxable profits by evaluating the adjustment of cash flows, for differences between accounting profits, as presented in the Group’s forecasts, to taxable profits, against Australian tax law. • Understanding the timing of future taxable profits and considering the consistency of the timeframes of expected recovery to our knowledge of the business and its plans. We placed increased scepticism where there was a longer timeframe of expected recovery. • We assessed the disclosures in the financial report using the results from our testing and against the requirements of the accounting standards. Going concern basis of accounting Refer to the Going Concern Basis for Preparation of Financial Statements Note to the Financial Report The key audit matter How the matter was addressed in our audit The Group’s use of the going concern basis of accounting and the associated extent of uncertainty is a key audit matter due to the high level of judgement required by us in evaluating the Group’s assessment of going concern and the events or conditions that may cast significant doubt on their ability to continue as a going concern. These are outlined in Going Concern Basis for Preparation of Financial Statements Note. The Directors have determined that the use of the going concern basis of accounting is appropriate in preparing the financial report. Their assessment of going concern was based on cash flow projections. The preparation of these projections incorporated a number of assumptions and significant judgements. We critically assessed the levels of uncertainty, as it related to the Group’s ability to continue as a going concern, within these assumptions and judgements, focusing on the following: • • Impact of forecast sales and production output and future commodity prices to cash inflows projected. The Group’s planned levels of operational and capital expenditures, and the ability of the Group to manage cash outflows within available funding. Our procedures included: • We analysed the cash flow projections by: – – Evaluating the underlying data used to generate the projections. We specifically looked for their consistency, including forecast sales and production output and commodity prices, with those used by the Directors, and tested by us, as set out in the value of property, plant and equipment and mine properties Key Audit Matter, their consistency with the Group’s intentions, as outlined in the Group’s operational plan, and their comparability to historical performance. Analysing the impact of reasonably possible changes in projected cash flows and their timing, to the projected periodic cash positions. Assessing the resultant impact to the ability of the Group to pay debts as and when they fall due and continue as a going concern. The specific areas we focused on were informed from our comparison of actual results against previous Group cash flow projections and sensitivity analysis on key cash flow projection assumptions. DAC I A N G O L D  | ANNUAL REPORT 2019 65 INDEPENDENT AUDITOR’S REPORT • The Group’s ability to meet financing commitments and covenants. This included nature of planned methods to achieve this, feasibility and status/progress of those plans. – In assessing this key audit matter, we involved senior audit team members who understand the Group’s business, industry and the economic environment it operates in. Assessing the planned levels of operating and capital expenditures for consistency of relationships and trends to the Group’s historical results, performance since year end, and our understanding of the business, industry and economic conditions of the Group. • We read correspondence with existing financiers and other potential funding sources to assess the options available to the Group including renegotiation of existing debt facilities, waivers in meeting financial loan covenants and negotiation of additional/revised funding arrangements should cash flow forecasts not be met. • We evaluated the Group’s going concern disclosures in the financial report by comparing them to our understanding of the matter, the events or conditions incorporated into the cash flow projection assessment, the Group’s plans to address those events or conditions, and accounting standard requirements. Other Information Other Information is financial and non-financial information in Dacian Gold Limited’s annual reporting which is provided in addition to the Financial Report and the Auditor’s Report. The Directors are responsible for the Other Information. The Other Information we obtained prior to the date of this Auditor’s Report was the Director’s Report. The Chairman’s Letter to Shareholders, Review of Operations, ASX Additional Information and Tenement Schedule are expected to be made available to us after the date of the Auditor’s Report. Our opinion on the Financial Report does not cover the Other Information and, accordingly, we do not and will not express an audit opinion or any form of assurance conclusion thereon, with the exception of the Remuneration Report and our related assurance opinion. In connection with our audit of the Financial Report, our responsibility is to read the Other Information. In doing so, we consider whether the Other Information is materially inconsistent with the Financial Report or our knowledge obtained in the audit, or otherwise appears to be materially misstated. We are required to report if we conclude that there is a material misstatement of this Other Information, and based on the work we have performed on the Other Information that we obtained prior to the date of this Auditor’s Report we have nothing to report. 66 DAC I A N G O L D  | ANNUAL REPORT 2019 INDEPENDENT AUDITOR’S REPORT Responsibilities of the Directors for the Financial Report The Directors are responsible for: • • • Preparing the Financial Report that gives a true and fair view in accordance with Australian Accounting Standards and the Corporations Act 2001. Implementing necessary internal control to enable the preparation of a Financial Report that gives a true and fair view and is free from material misstatement, whether due to fraud or error. Assessing the Group’s ability to continue as a going concern and whether the use of the going concern basis of accounting is appropriate. This includes disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless they either intend to liquidate the Group and Company or to cease operations, or have no realistic alternative but to do so. Auditor’s responsibilities for the audit of the Financial Report Our objective is: • • To obtain reasonable assurance about whether the Financial Report as a whole is free from material misstatement, whether due to fraud or error; and To issue an Auditor’s Report that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with Australian Auditing Standards will always detect a material misstatement when it exists. Misstatements can arise from fraud or error. They are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of the Financial Report. A further description of our responsibilities for the audit of the Financial Report is located at the Auditing and Assurance Standards Board website at: http://www.auasb.gov.au/auditors_responsibilities/ar1.pdf. This description forms part of our Auditor’s Report. DAC I A N G O L D  | ANNUAL REPORT 2019 67 INDEPENDENT AUDITOR’S REPORT Report on the Remuneration Report Opinion Directors’ responsibilities In our opinion, the Remuneration Report of Dacian Gold Limited for the year ended 30 June 2019, complies with Section 300A of the Corporations Act 2001. The Directors of the Company are responsible for the preparation and presentation of the Remuneration Report in accordance with Section 300A of the Corporations Act 2001. Our responsibilities We have audited the Remuneration Report included in pages 11 to 18 of the Directors’ report for the year ended 30 June 2019. Our responsibility is to express an opinion on the Remuneration Report, based on our audit conducted in accordance with Australian Auditing Standards. KPMG Graham Hogg Partner Perth 13 September 2019 68 DAC I A N G O L D  | ANNUAL REPORT 2019 ASX Additional Information Pursuant to the Listing Requirements of the Australian Securities Exchange, the shareholder information set out below was applicable as at 30 September 2019. Number of Shareholders Securities Held There are 322 shareholders holding less than a marketable parcel of ordinary shares. An extract of the Company’s Register of Substantial Shareholders (who hold 5% or more of the issued A. Distribution of Equity Securities Analysis of numbers of shareholders by size of holding: Distribution 1-1,000 1,001-5,000 5,001-10,000 10,001-100,000 More than 100,000 TOTALS 1,072 1,819 815 1,272 159 5,137 B. Substantial Shareholders capital) is set out below: INVESCO AUSTRALIA LIMITED C. Twenty Largest Shareholders Shareholder Name 1 2 3 4 5 6 7 8 9 Shareholder Name HSBC CUSTODY NOMINEES (AUSTRALIA) LIMITED J P MORGAN NOMINEES AUSTRALIA PTY LIMITED CITICORP NOMINEES PTY LIMITED POLLY PTY LTD VITESSE PTY LTD TODTONA PTY LTD KINGARTH PTY LTD SANPOINT PTY LTD SGJ INVESTMENTS PTY LTD 10 ARIKI INVESTMENTS PTY LIMITED 11 DALRAN PTY LTD 12 REDASO PTY LTD 612,858 5,240,796 6,538,853 37,977,540 175,905,181 226,275,228 Number of Shares 11,340,000 % of Shares 5.02% Number of Shares 35,689,949 25,021,242 14,223,223 % of Shares 15.77 11.06 8,954,987 7,527,659 6,887,374 5,280,682 4,800,000 4,750,000 4,610,051 4,445,000 3,163,180 2,811,021 2,730,555 1,881,362 1,792,782 1,739,834 1,595,000 1,055,000 1,000,000 6.29 3.96 3.33 3.04 2.33 2.12 2.10 2.04 1.96 1.40 1.24 1.21 0.83 0.79 0.77 0.70 0.47 0.44 13 CS THIRD NOMINEES PTY LTD 14 ROGO INVESTMENTS PTY LIMITED 15 GARY JOHNSON SUPER MANAGEMENT PTY LTD 16 BNP PARIBAS NOMS PTY LTD 17 MR KENNETH JOSEPH HALL 18 CAUTIOUS PTY LTD 19 MRS TANIA BALDWIN 20 BREMERTON PTY LTD TOTALS 139,958,901 61.85 ASX ADDITIONAL INFORMATION ASX Additional Information Pursuant to the Listing Requirements of the Australian Securities Exchange, the shareholder information set out below was applicable as at 30 September 2019. A. Distribution of Equity Securities Analysis of numbers of shareholders by size of holding: Distribution 1-1,000 1,001-5,000 5,001-10,000 10,001-100,000 More than 100,000 TOTALS Number of Shareholders 1,072 1,819 815 1,272 159 5,137 Securities Held 612,858 5,240,796 6,538,853 37,977,540 175,905,181 226,275,228 There are 322 shareholders holding less than a marketable parcel of ordinary shares. B. Substantial Shareholders An extract of the Company’s Register of Substantial Shareholders (who hold 5% or more of the issued capital) is set out below: Shareholder Name INVESCO AUSTRALIA LIMITED C. Twenty Largest Shareholders Shareholder Name HSBC CUSTODY NOMINEES (AUSTRALIA) LIMITED 1 J P MORGAN NOMINEES AUSTRALIA PTY LIMITED 2 CITICORP NOMINEES PTY LIMITED 3 POLLY PTY LTD 4 VITESSE PTY LTD 5 TODTONA PTY LTD 6 KINGARTH PTY LTD 7 SANPOINT PTY LTD 8 9 SGJ INVESTMENTS PTY LTD 10 ARIKI INVESTMENTS PTY LIMITED 11 DALRAN PTY LTD 12 REDASO PTY LTD 13 CS THIRD NOMINEES PTY LTD 14 ROGO INVESTMENTS PTY LIMITED 15 GARY JOHNSON SUPER MANAGEMENT PTY LTD 16 BNP PARIBAS NOMS PTY LTD 17 MR KENNETH JOSEPH HALL 18 CAUTIOUS PTY LTD 19 MRS TANIA BALDWIN 20 BREMERTON PTY LTD TOTALS Number of Shares 11,340,000 % of Shares 5.02% Number of Shares 35,689,949 25,021,242 14,223,223 8,954,987 7,527,659 6,887,374 5,280,682 4,800,000 4,750,000 4,610,051 4,445,000 3,163,180 2,811,021 2,730,555 1,881,362 1,792,782 1,739,834 1,595,000 1,055,000 1,000,000 139,958,901 % of Shares 15.77 11.06 6.29 3.96 3.33 3.04 2.33 2.12 2.10 2.04 1.96 1.40 1.24 1.21 0.83 0.79 0.77 0.70 0.47 0.44 61.85 DAC I A N G O L D  | ANNUAL REPORT 2019 69 ASX ADDITIONAL INFORMATION D. Unquoted Securities Options: Number of Options 2,000,000 400,000 1,550,000 300,000 500,000 Exercise Price $0.39 $1.15 $1.16 $1.99 $3.66 Expiry Date 17 November 2019 30 September 2020 31 January 2021 28 February 2021 30 June 2021 Number of Holders 1 2 4 1 1 Performance Rights: Number of Performance Rights 69,701 1,601,019 Expiry Date 2 July 2020 1 July 2021 Number of Holders 8 136 E. Voting Rights In accordance with the Company’s Constitution, voting rights in respect of ordinary shares are on a show of hands whereby each member present in person or by proxy shall have one vote and upon a poll, each share will have one vote. F. Restricted Securities The Company has no restricted securities. 70 DAC I A N G O L D  | ANNUAL REPORT 2019 D. Unquoted Securities Options: Performance Rights: 69,701 1,601,019 E. Voting Rights Number of Options Exercise Price Expiry Date Number of Holders 2,000,000 400,000 1,550,000 300,000 500,000 $0.39 $1.15 $1.16 $1.99 $3.66 17 November 2019 30 September 2020 31 January 2021 28 February 2021 30 June 2021 Number of Performance Rights Number of Holders Expiry Date 2 July 2020 1 July 2021 1 2 4 1 1 8 136 In accordance with the Company’s Constitution, voting rights in respect of ordinary shares are on a show of hands whereby each member present in person or by proxy shall have one vote and upon a poll, each share will have one vote. F. Restricted Securities The Company has no restricted securities. TENEMENT SCHEDULE AS AT 30 JUNE 2019 Tenement Type Tenement Status Location Ownership E E E E P E E E E E E E E E E M L L L L M M M M M M M M M M M M M M M M M M M M M M M M M M M 39/1950 39/1951 39/1967 39/2002 Granted Granted Granted Granted Lake Carey Lake Carey Lake Carey Lake Carey 38/4486 Application Mt Jumbo 38/2951 39/1310 39/1713 39/1787 39/2004 39/2017 39/2020 39/2038 38/3211 38/3272 Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (90%) & Jindalee Resources Ltd (10%) Dacian Gold Ltd (90%) & Jindalee Resources Ltd (10%) 39/1135 Application Mt Morgans Dacian Gold Ltd (90%) & Jindalee Resources Ltd (10%) 39/0057 39/0244 39/0246 Granted Granted Granted Mt Morgans Mt Morgans Mt Morgans 39/0283 Application Mt Morgans 38/0395 38/0396 38/0548 38/0595 38/0848 39/0018 39/0036 39/0208 39/0228 39/0236 39/0240 39/0248 39/0250 39/0261 39/0264 39/0272 39/0273 39/0282 39/0287 39/0291 39/0295 39/0304 39/0305 39/0306 39/0333 39/0380 39/0390 Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans WA Mining Pty Ltd (100%) Mt Morgans WA Mining Pty Ltd (100%) Mt Morgans WA Mining Pty Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Mt Morgans WA Mining Pty Ltd (100%) Mt Morgans WA Mining Pty Ltd (100%) Mt Morgans WA Mining Pty Ltd (100%) Mt Morgans WA Mining Pty Ltd (100%) Mt Morgans WA Mining Pty Ltd (100%) Mt Morgans WA Mining Pty Ltd (100%) Mt Morgans WA Mining Pty Ltd (100%) Mt Morgans WA Mining Pty Ltd (100%) Mt Morgans WA Mining Pty Ltd (100%) Mt Morgans WA Mining Pty Ltd (100%) Mt Morgans WA Mining Pty Ltd (100%) Mt Morgans WA Mining Pty Ltd (100%) Mt Morgans WA Mining Pty Ltd (100%) Mt Morgans WA Mining Pty Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Mt Morgans WA Mining Pty Ltd (100%) Mt Morgans WA Mining Pty Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Mt Morgans WA Mining Pty Ltd (100%) DAC I A N G O L D  | ANNUAL REPORT 2019 71 TENEMENT SCHEDULE AS AT 30 JUNE 2019 Tenement Type Tenement Status Location Ownership M M M M M M M M M M M M M M M M M M M M M M M M M M M M M P P P P P P P P P P P P P P P P 39/0391 39/0392 39/0393 39/0394 39/0395 39/0403 39/0441 39/0442 39/0443 39/0444 39/0497 39/0501 39/0502 39/0503 39/0504 39/0513 39/0745 39/0746 39/0747 39/0799 39/0937 39/0938 39/0993 39/1107 39/1120 39/1122 39/1129 Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans 39/1133 Application Mt Morgans 39/1137 Application Mt Morgans 39/5377 39/5469 39/5498 39/5823 39/5825 39/5826 39/5827 39/5828 39/5829 39/5830 39/5865 39/6060 Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Granted Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans Mt Morgans 39/6121 Application Mt Morgans 39/6122 Application Mt Morgans 39/6123 Application Mt Morgans 38/4466 Granted Nicholson Well Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Mt Morgans WA Mining Pty Ltd (100%) Mt Morgans WA Mining Pty Ltd (100%) Mt Morgans WA Mining Pty Ltd (100%) Mt Morgans WA Mining Pty Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Mt Morgans WA Mining Pty Ltd (100%) Mt Morgans WA Mining Pty Ltd (100%) Mt Morgans WA Mining Pty Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Mt Morgans WA Mining Pty Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) Dacian Gold Ltd (100%) 72 DAC I A N G O L D  | ANNUAL REPORT 2019 u a . m o c . d l o g n a . i c a d w w w

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