Slide 1: Investor Presentation March 2012
For personal use only Investor Presentation March 2012
Slide 2: Important information
Important information This document has been prepared by Stanmore Coal Limited (“Stanmore Coal”) for the purpose of providing a company and technical overview to interested analysts/investors. None of Stanmore Coal, nor any of its related bodies corporate, their respective directors, partners, emplo
Slide 3: Stanmore Coal Overview
Stanmore Coal Overview Coal development and exploration company For personal use only Key Metrics Portfolio of coking, PCI and export thermal coal targets in ASX Code SMR prime coal areas Shares on issue 159.9m (1) Current share price A$0.85 First coal production scheduled for 2015 Market Capi
Slide 4: Strong Board and Management Team
Strong Board and Management Team NEVILLE SNEDDON NICK JORSS STEPHEN BIZZELL VIV FORBES ANDREW MARTIN For personal use only Managing Director Director Director Chairman Director Mining engineer with 37 20 years in engineering, Extensive experience in Over 40 years of Bowen Basin 15+ years in investme
Slide 5: Stanmore Coal Projects (all 100% owned)
Stanmore Coal Projects (all 100% owned) The Range For personal use only Open cut export quality thermal coal project located 27km SE of proposed Surat Basin rail line. 94Mt Reserves(1), and 229Mt JORC Indicated + Inferred Resources(2) and 60 -70Mt Exploration Target(3). PFS completed. Target of 5M
Slide 6: A clear path to key customers
A clear path to key customers Well located to all key markets including Japan, For personal use only China, Korea and India All projects are located close to existing or planned rail and port facilities Rail The Range: existing QR Moura line and tie-in to Surat Basin Rail (2015) Bowen Basin
Slide 7: The Range Project – Surat Basin
The Range Project – Surat Basin Asset Overview 100% owned For personal use only Significant Reserve/Resource base − 94Mt JORC Marketable Coal Reserves(1) − 229Mt JORC Resource (151Mt Indicated, 78Mt Inferred) − 60 – 70Mt additional Exploration Target(2) Open cut mining operation over 26 year min
Slide 8: The Range Project Coal quality
The Range Project Coal quality High energy export thermal coal For personal use only Surat Basin coals are typically clean burning with good burnout characteristics and low nitrogen, ash and sulphur Suitable for all key markets including Japan, China, Korea and India Coal is capable of being w
Slide 9: The Range Project Pre-feasibility study results
The Range Project Pre-feasibility study results Key Highlights For personal use only Asset Description The Range, Surat Basin Confirmed the technical and economic feasibility of the project Project (Queensland) Attractive ROM strip ratio(4) averages 6.7bcm/t JORC Resources(1) / Coal Reserves(2)
Slide 10: The Range Project Site layout
The Range Project Site layout For personal use only Proposed site layout Mine industrial area layout Coal product flow sheet 9
Slide 11: The Range Further upside potential
The Range Further upside potential For personal use only Recent drilling to the west of the pit has intercepted additional sub-cropping coal seams Interpreted to be seams in the Argyle interval of the lower Juandah Coal Measures Hole 83R: 11.8m cumulative coal to a depth of 188m including a se
Slide 12: The Range and Infrastructure Target Development Timeline
The Range and Infrastructure Target Development Timeline For personal use only Port and Rail infrastructure expected to be available Q2 2011 Q2 2011 Q1 2012 Q3 2012 Q2 2013 Q4 2014 H2 2015 Q3 2015 Initial Resource Submit EIS Complete ML/EA application Complete First coal on Ramp up marketable drilli
Slide 13: Mackenzie Project Asset Overview
Mackenzie Project Asset Overview For personal use only Bowen Basin – 100% owned Open cut coking coal deposit − 27km of strike (Burngrove Formation) − Main coal seams occur at depths between 10 – 110m Significant Resource base − 143Mt JORC Resource (25.7Mt Indicated, 117.5Mt Inferred) Recently
Slide 14: Exploration Projects Belview Overview
Exploration Projects Belview Overview 100% owned For personal use only Recently completed the initial 6 hole drilling program 95Mt initial JORC Inferred Resource (Gemini seam only) Exploration Target(1) of 205 – 345Mt(2), covers western 26% of lease Plan to undertake an additional drilling p
Slide 15: Exploration Projects Tennyson Overview
Exploration Projects Tennyson Overview 100% owned For personal use only Prospective for underground coking and export thermal coal Initial scout drilling program complete Exploration Target(1) of 220 – 290Mt 2012 drilling programme underway targeting initial JORC Inferred Resource Drill re
Slide 16: Exploration Projects Kerlong Overview
Exploration Projects Kerlong Overview 100% owned For personal use only Targeting high quality, underground coking and PCI coal Exploration programme commenced Target seams mined nearby including: − Burton (Peabody) − South Walker Creek (BHP Mitsubishi) − Carborough Downs (Vale) − Coppabella (M
Slide 17: Exploration Projects New Cambria Overview
Exploration Projects New Cambria Overview 100% owned For personal use only Potential for low-volatile, high energy, low to medium ash PCI coal Exploration program planned for 1H 2012 Along structural trend from Yarrabee Mine (Felix Resources/Yancoal) Targeting up-thrust Rangal Coal Measures
Slide 18: Attractive dynamics for metallurgical and thermal coal markets
Attractive dynamics for metallurgical and thermal coal markets Coal Market Overview Growth in metallurgical coal market For personal use only Metallurgical coal demand driven by increasing steel production and Forecasts consumption in Asia, particularly China and India. China expected 350 Metallur
Slide 19: Key Milestones
Key Milestones Next 12 months For personal use only H2 2011 H1 2012 H2 2012 2015 Commence Bankable Pre Feasibility Study Continued drilling at Target first coal Feasibility Study at completed at The The Range to production The Range Range upgrade Reserves fromThe Range Projects Select stra
Slide 20: Summary
Summary 1 Attractive pipeline of Queensland coal projects at various stages of development For personal use only − The Range on track for 2015 production to produce export thermal coal, Mackenzie optimisation work continuing − Five Bowen Basin exploration projects comprising predominantly coking co
Slide 21: Supplementary Slides
For personal use only Supplementary Slides 20
Slide 22: Reserves, Resources and Exploration Targets
Reserves, Resources and Exploration Targets JORC Marketable JORC Recoverable JORC Indicated JORC Inferred Additional Exploration For personal use only Project Coal Reserve (1) (2) Coal Reserve (1) (2) Resource (1) Resource (1) Target (3) Low High The Range Thermal 94.2 117.5 151.0 78.0 60 70 Mackenz