Cokal Limited · ASX:CKA
Cokal — Shareholder Meeting (November 2021)
21 slides from Cokal's shareholder meeting presentation, Nov 29, 2021
Slide 1: ASX Announcement: AGM Presentation
T +61 2 8319 9299 E info@cokal.com.au Level 5, 56 Pitt Street Sydney NSW 2000 ABN 55 082 541 437 (ASX: CKA) www.cokal.com.au ASX ANNOUNCEMENT / MEDIA RELEASE For personal use only 29 November 2021 AGM Presentation Cokal Limited (ASX:CKA, “Cokal” or the “Company”) provides, in accordance with Listing
Slide 2: Production to Commence at Bumi Barito Mineral
For personal use only PRODUCTION TO COMMENCE AT BUMI BARITO MINERAL CORPORATE PRESENTATION | NOVEMBER 2021
Slide 3: Important Information and Disclaimer
Important Information and Disclaimer This presentation has been prepared by Cokal Limited (the Company or CKA). The information contained in this presentation is a professional opinion only and is given in good faith. The material in this presentation (“material”) is not and does not constitute an o
Slide 4: Cokal is positioned to become a material supplier to the seaborne coking coal market
Cokal is positioned to become a material supplier to the seaborne coking coal market INVESTMENT HIGHLIGHTS ASX CODE SHARE PRICE For personal use only Near-term production from the BBM Coal Mine will generate lucrative cash flows for Cokal CKA A$0.155a ▪ Expedited path to production in 2021 to captur
Slide 5: Projects Located in Major Emerging Coking Coal Basin
Projects Located in Major Emerging Coking Coal Basin PROJECT SUMMARY PROJECT LOCATIONS ▪ Four prospective exploration & development coking coal Indomet Coal (Adaro) For personal use only World-class development projects, in Central Kalimantan, Indonesia asset | Prod. 25Mtpa HCC | Opex c.US$55/t FOB
Slide 6: BBM is a near-term producer of premium coking coal products
1a BBM is a near-term producer of premium coking coal products KEY OPERATING METRICS a,b Location Coking coal price – Realised LOM Avg US$/t FOB 170 PCI price - Realised LOM Avg US$/t FOB 145 For personal use only Puruk Cahu Regency of Central Kalimantan, Indonesia Saleable production capacity – Ann
Slide 7: Imminent production of high-quality coking coal will generate attractive financial returns
1b Imminent production of high-quality coking coal will generate attractive financial returns BBM OPERATIONAL METRICS AND FINANCIAL PERFORMANCE FORECAST SALEABLE PRODUCTION – Attributable to Cokal (Mtpa) For personal use only Near-term production from BBM to generate lucrative cash flows Mtpa 1.4 ▪
Slide 8: High-quality coal products to receive strong demand from seaborne markets
1c High-quality coal products to receive strong demand from seaborne markets COAL QUALITY ANALYSIS BBM COKING COAL SPECIFICATIONS For personal use only ▪ BBM coking and PCI coal products have attractive Yield Moisture Ash VM Fixed Total Calorific CSN Relative Phos. Carbon Sulphur Value Density attri
Slide 9: Efficient and multi-faceted infrastructure solution
1d Efficient and multi-faceted infrastructure solution BBM LOGISTICS CHAIN BBM COAL EXPORT INFRASTRUCTURE SOLUTION Full infrastructure solution in place. Cokal will access the lucrative coking coal For personal use only seaborne export market through a logistics chain of: 1.1 Trucking from the BBM m
Slide 10: BBM – Pit to Port – Progress Update
1e BBM – Pit to Port – Progress Update PIT TO PORT ▪ Former logging road, with the eastern 52km of which is still at a high standard of maintenance and repair. For personal use only ▪ Obtained the exclusive right to use this road. ▪ Total of 98km dedicated coal haul road from Pit to Bumban jetty. ▪
Slide 11: BBM – Pit to Port – Progress Update
1f BBM – Pit to Port – Progress Update PIT TO PORT For personal use only Completed to date: • 15 x bridges and 13 x culverts = total of 28 x crossings. 10
Slide 12: BBM – Jetty – Progress Update
1g BBM – Jetty – Progress Update JETTYS JETTY LOCATIONS ▪ BBM has purchased a 38 hectare site on the Barito For personal use only River at Batu Tuhup for its BBM permanent mine jetty - Expected to be available for usage an average 330 days/year based on usage of shallow draft self propelled barges a
Slide 13: BBM – Barging – Progress Update
1h BBM – Barging – Progress Update BARGING ▪ BBM Initial barge loading transhipment will occur, approx.336km downstream from Bumban near Buntok For personal use only - Coal will be transhipped to a bigger conventional barge of minimum 8,000 mt capacity to optimise economies of scale for the journey
Slide 14: BBM – Daerah Aliran Sungai (DAS) – Progress Update
1i BBM –Daerah Aliran Sungai (DAS) – Progress Update ENVIRONMENT ▪ DAS (Daerah Aliran Sungai) is part of BBM’s Environmental Corporate Responsibility that is linked to our mining permit For personal use only ▪ It is an Indonesian government initiative to improve the prosperity of the people by maint
Slide 15: TBAR – Drilling to commence on highly prospective project
1j TBAR – Drilling to commence on highly prospective project, with potential for extensive coal resources PROJECT LOCATION Project Overview For personal use only ▪ Located in Central Kalimantan, Indonesia; adjacent to BBM - Cokal holds a 75% interest and is the project manager - Large 18,850 ha. pro
Slide 16: BBM – Key Milestones Achieved in 2020/2021
BBM – Key Milestones Achieved in 2020/2021 MILESTONES LOGPOND AND BATU TUHUP JETTIES Key Contracts awarded Explosives, mining and hauling with BBM budgeted target rates achieved For personal use only under cost during the negotiations Strategic Asset Acquisition Strategic Asset Acquisition including
Slide 17: Road Development
For personal use only 16 Road Development
Slide 18: Road Development
For personal use only 17 Road Development
Slide 19: Board & Key Management Profiles
Board & Key Management Profiles Cokal has a wealth of expertise and experience in its leadership team For personal use only Domenic Martino Allen Delbridge Karan Bangur Eddie Chin Pak Sukardi Non-Executive Chairman Non-Executive Director Director President Commissioner of President Director of BBM B
Slide 20: Board & Key Management Profiles (cont.)
Board & Key Management Profiles (cont.) Cokal has a wealth of expertise and experience in its leadership team For personal use only Jim Coleman Masruri Yahya Luki Wilianto Muhamad Arie Loke Cherng Huei CEO General Manager Mines Geology Manager Cahyono Director BBM Mine Planning Manager ▪ 50 years ex
Slide 21: Thank You...
For personal use only Thank You... THE BELLEZZA OFFICE TOWER 21 Floor, Unit 3 & 5 ARTERI PERMATA HIJAU JALAN MAYJEN SOEPENO KAV 34 PERMATA HIJAU, KEBAYORAN LAMA JAKARTA SELATAN 10210 TELP : 021-30027133 & 021-30027166 INDONESIA info@cokal.com.au www.cokal.com.au