Australian Pacific Coal Limited · ASX:AQC
Australian Pacific Coal — Shareholder Meeting (November 2024)
12 slides from Australian Pacific Coal's shareholder meeting presentation, Nov 29, 2024
Slide 1: 2024 Annual General Meeting
For personal use only 2024 Annual General Meeting Ayten Saridas, Managing Director & CEO 29 November 2024 ASX: AQC
Slide 2: Disclaimer
Disclaimer This presentation (‘the Presentation’) has been prepared by Australian Pacific Coal Limited ACN 089 206 986 (‘AQC’ or ‘the Company’) Forward looking information is based on the stated assumptions, estimates, analysis and opinions of management of the Company for its 2024 Annual General Me
Slide 3: Safety, Sustainability, Success
Safety, Sustainability, Success Australian Pacific Coal is Australia’s newest coal producer ▪ AQC is focused on delivering positive For personal use only and sustainable outcomes for our stakeholders: ▪ The safety and well-being of our people is our primary priority ▪ We value and support our commun
Slide 4: Dartbrook back in production within years
Dartbrook back in production within 2 years Commenced de- Restructured the Land and water De-watering of AQC funding of JV watering the Dartbrook JV and access agreement Hunter Tunnel peaks at ~A$40m For personal use only Hunter Tunnel increased AQC’s direct with Trepang completed; over 70 working i
Slide 5: Production ramp up underway
Production ramp up underway Achieved first coal to surface at Dartbrook in September 2024 For personal use only 5
Slide 6: Infrastructure commissioned and operational
Infrastructure commissioned and operational Stockpile has increased substantially; first sales and trainload imminent For personal use only 6
Slide 7: Potential to optimise mine plan
Potential to optimise mine plan Focused on working with Operator to optimise Dartbrook performance through ramp up For personal use only ▪ Operator, Tetra Dartbrook, focused on delivering initial ramp-up targets (unwashed coal): ▪ 20,000 tonnes produced by November 2024 ▪ Minimum 50,000 tonnes produ
Slide 8: Strategically positioned for key export markets
Strategically positioned for key export markets Dartbrook represents a rare opportunity to access Asian export markets when limited new projects are being sanctioned For personal use only ▪ Dartbrook stepping in at the right time - Newcastle 6000 CV price1 limited new supply growth despite higher gl
Slide 9: Electricity boom driving demand for coal in Asia
Electricity boom driving demand for coal in Asia Transition to renewables can’t keep pace with consumer demand for electricity For personal use only Coal demand in SE Asia by Scenario 2023-2050 “The outlook for coal has been revised EJ upwards particularly for the coming decade, principally as a res
Slide 10: MOD8 is critical for future shareholder value
MOD8 is critical for future shareholder value MOD8 6-year extension key to free cash flow uplift with minimal additional capital expenditure For personal use only ▪ MOD8 extension will allow mining to continue beyond Dec 2027 to Dec 2033 with no material capital investment required ▪ Work on MOD8 su
Slide 11: Near term milestones on track
Near term milestones on track For personal use only ▪ First coal sale and trainload ▪ Port & Rail access agreement ▪ MOD8 submission for 6-year extension ▪ Assessment of potential to supply Met coal market ▪ CHPP wet plant refurbishment and recommissioning ▪ Export sales of washed coal 11
Slide 12: Thank You
For personal use only Thank You 12
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