Jatcorp Ltd · ASX:JAT
Jatcorp — Jatenergy — Investor Presentation (April 2012)
23 slides from Jatcorp's investor presentation, Apr 10, 2012
Slide 1: Jatenergy Limited – Coal and Oil Producer
For personal use only Jatenergy Limited Coal and Oil Producer - April, 2012
Slide 2: Disclaimer
Disclaimer For personal use only This document has been prepared by Jatenergy Limited to update existing and prospective shareholders. Any statements, opinions, or other material contained in this document do not constitute any commitments, representations or warranties by Jatenergy Limited or/and a
Slide 3: Investment Highlights
Investment Highlights For personal use only • A diversified energy company with conventional (coal) and renewable (oil from oil seeds) energy assets in production, an experienced board and strong backing • Coal • Producing coal revenues from 2 projects in East Kalimantan – Jongkang I and Jongkang II
Slide 4: Simple Dual Energy Strategy
Simple Dual Energy Strategy…. For personal use only Jatenergy’s strategy is to develop and operate conventional and renewable energy projects in Asia and Australia driven by strong demand for coal and rapidly expanding market potential for crude oil from oil seeds Jatenergy will… * Continue coal pro
Slide 5: Capital Structure
Capital Structure For personal use only Capital Structure*: ASX code JAT • Market Capitalisation: $6.7 m • Shares on issue: 79. 3 m • Options: • Listed exp 1/3/2014 @ $0.25 31.9 m • Unlisted • exp 1/7/12 @ $0.28 125,000 • exp 31/12/13 @$0.40-$0.80 1.25m • Performance Shares • 3 tranches based on Ind
Slide 6: Jatenergy has bolstered its coal and trading expertise
Jatenergy has bolstered its coal and trading expertise… For personal use only Non Executive Chairman Alan Broome AM, IEng FAusIMM, FAICD MIMMM (London), MInstD (NZ) Mr Broome has more than 20 years’ experience in the secondary metals industry as a metallurgist and 20 years’ experience in the mining
Slide 7: Operational Overview and Development Plan Milestones
Operational Overview Development Plan – Milestones For personal use only Projects - Coal Q2, 2011 – Acquisition of Indonesian coal assets Q2, 2011 – Re-list on ASX and raise $3.5 m in capital Indonesia: Q3, 2011 – Agreement to buy Australian coal • Jongkang I & II : 30/70 JV on 2 x 100 Ha East tenem
Slide 8: Commentary – New Indonesian Mining Legislation
Commentary – New Indonesian Mining Legislation For personal use only • The Indonesia Government has recently announced changes to its mining legislation, increasing divestment obligations for foreign shareholders in certain projects. • Local ownership requirements, currently set at 20%, would be inc
Slide 9: Project Re-Cap: Jongkang I and Jongkang II
Project Re-Cap: Jongkang I For personal use only and Jongkang II Project ownership • Jongkang1: 30/70 JV with CV Wijaya Mulia • Jongkang II: 30/70 JV with CV Karya Putra Bersama • Both CV’s owned by our local partner - Hendry Dirgo Production update • Jongkang I: has produced and shipped ~ 8000 t of
Slide 10: Jongkang Projects – Mine Planning & Production
Jongkang Projects – Mine Planning & Production For personal use only Jongkang I Jongkang II Exploration 502000 502400 502800 503200 Exploration drilling drilling 9951700 III 9951700 IV • 11 holes • 45 holes 31 20 21 30 28 • Average Depth 35 29 32 19 Average 27 • Pit 07 03 m 22 26 04 02 23 06 17 Dept
Slide 11: Atan Bara Project - Drilling
Atan Bara Project - Drilling For personal use only Core Sample of DH 10 1.2 m intersection Phase 2 drilling update • Phase 1 drilling completed 360 m of drilling and 7.5 m of coring ATAN BARA COAL PROJECT • Phase 2 drilling will assist with mine planning • Phase 2 has commenced - 8 holes completed f
Slide 12: Atan Bara Project – Targets
Atan Bara Project – Targets Photo of the uncovered For personal use only seam in the Koperasi Coal Production Licence Issued mine – the same seam • A production licence was issued for Atan Bara in extends into Atan Bara February – paving the way for mine development Production Targeted Q3, 2012 • As
Slide 13: Katingan Project – a large, longer term play
Katingan Project – a large, longer term play For personal use only • 5000 Ha tenement • Exploration Permit granted – awaiting Forestry approval to commence JORC drilling expected in next few months • Realm Resources Limited Katingan Ria project (92 MT JORC indicated – shaded yellow, + 10.2 MT JORC I
Slide 14: Australian Coal: Tenement Purchase Progress
Australian Coal: Tenement Purchase Progress For personal use only May 2011: Revised binding offer letter executed June 2011: Full tenement purchase agreement signed July 2011: Completion of legal and technical due diligence Q1,2012: • Conversion of 2 Applications to full Exploration Permit status: E
Slide 15: Australian Coal: Queensland Major Coal Basins
Australian Coal: Queensland Major Coal Basins For personal use only Galilee Basin Bowen Basin Surat Basin
Slide 16: Galilee Basin Tenements
Galilee Basin Tenements For personal use only Tenement Sub- Approx. Comments Blocks Area (km2) Adjacent to Linc Energy and Carpentaria EPC 100 330 Concessions, proximate 2101 to extensive Guildford coal drilling activity ~ 15 km North of Linc EPCA Energy concessions sold 18 59 2166 to Adani with 7.8
Slide 17: Bowen Basin Tenements
Bowen Basin Tenements For personal use only Tenement Sub- Approx. Comments Blocks Area (km2) In the vicinity of Glendon township, between Rio EPCA Tinto’s Hail Creek coking 2117* 6 13 coal mine and Xstrata’s Newlands coking coal mine In the vicinity of the EPCA township of Moranbah. 2102* 5 16 Known
Slide 18: Executive Summary – Oil Seeds Business
Executive Summary – Oil Seeds Business For personal use only • Jatropha is a hardy small tree. It can be grown on land uneconomic for food crops alone, and is inexpensive to establish. It produces oil seeds for 20+ years, yielding around 10 bbls of oil per hectare after 5 to 7 years. The crude oil i
Slide 19: Oil seeds project update
Oil seeds project update PT Jatoil Waterland For personal use only Central Java Project: • 2000 Ha plantation with 9000 Ha land Purwodadi bank for expansion • As at end 2011, total 238 t of crude jatropha oil sold by Pt Jatoil Waterland @ US$ 850 to US$ 1000 / tonne (US$ 100 to US$ 125 / bbl) for us
Slide 20: Oil Seeds: Value Benchmarking
Oil Seeds: Value Benchmarking For personal use only PLANTATION VALUATIONS VEGETABLE OIL PRODUCERS: PALM OIL • Jatropha plantation valuations vary: an • Palm Oil is typically valued between estimated range of USD 1,000/ha to USD USD 10,000/ha to USD 50,000/ha: 1,600/ha for newly established, ranging
Slide 21: Peer comparison
Peer comparison*… Realm Resources Limited Market Cap AUSD 20 m For personal use only Jatenergy Orpheus Limited Market Cap AUSD 18 m appears to be Kalimantan – 1 coal good value in Pan Asia Limited Kalimantan – 4 coal project projects • 51 % (17 m option to the market Market Cap AUSD 16 m • 50 % inte
Slide 22: Investment Highlights – Re-Cap
Investment Highlights – Re-Cap For personal use only • Achieving revenues from 2 East Kalimantan projects – another to come on line soon. • Apply revenues to develop “blue sky” projects • Katingan • Queensland (Galilee and Bowen Basin) via farm in / JV / monetise • Other … • Achieving oil production
Slide 23: Competent Person's Statement
Competent Person’s Statement For personal use only • The information in this presentation which relates to Exploration Targets, Exploration Results, Mineral Resources or Ore Reserves, is based on information compiled by Mr Allen J Maynard, who is a member of the Australian Institute of Geoscientists