Equus Mining — Investor Presentation (March 2016)
13 slides from Equus Mining's investor presentation, March 2016
Slide 1: Reducing Chile's High Dependency on Energy Imports
For personal use only Reducing Chile’s High Dependency on Energy Imports ASX Code: EQE March 2016
Slide 2: Disclaimer & Compliance
Disclaimer & Compliance For personal use only • This presentation has been prepared by Equus Mining Limited ABN 44 065 212 679 (“Equus”). The information contained in this presentation is a professional opinion only and is given in good faith. Certain information in this document has been derived fr
Slide 3: Equus Mining Limited
Equus Mining Limited For personal use only Equus Mining is focused on developing thermal coal resources for the Chilean power generation market and replacing the current high level of thermal coal Chile’s High Cost of Power Generation imports. Compared to Australia 180 Average Marginal Cost (US$/MWh
Slide 4: Chile's Energy Mix For Power Generation Is Now Mostly Imported
Chile’s Energy Mix For Power Generation For personal use only Is Now Mostly Imported Over the last 20 years 80,000 Chile’s Power Generation by Energy Source Chilean power generation (by year, 1996 – 2015) Power Generated (GWh) has transformed: 70,000 • from predominately domestic sourced energy 60,0
Slide 5: US$1.2 billion lost to Chile Thermal Coal Imports
US$1.2 billion* lost to Chile Thermal Coal Imports For personal use only XV • Chile has 12 coastal based coal fired power I plants, all have bulk carriers docking facilities Chile’s thermal coal II requirements of Chile imports 15 million tonnes of thermal coal approx. 15mtpa is III per year or 90
Slide 6: Seabourne Thermal Coal Supply Cuts are Nigh
Seabourne Thermal Coal Supply Cuts are Nigh For personal use only • The AME Group reported 11 175 proposed new projects or 50 2015 Seabourne Thermal Coal Supply vs FOB Cost Curve. million tonnes per annum capacity 150 New Project Pipe Line was due to be developed in the next three years 125 • Averag
Slide 7: Equus Mining's Thermal Coal Assets
Equus Mining’s For personal use only Thermal Coal Assets • EQE has gained 100% of Andean Rio Turbio Power Station Coal Pty Ltd • Three strategic project locations: Rubens, Perez and Mina Rica Total area 273km2 Cabo Negro - Methanex Centred on coal bearing Loreto Formation • EQE now holds a dom
Slide 8: Mina Rica Thermal Coal Project
Mina Rica Thermal Coal Project For personal use only • 106km2 area adjacent to Pecket coal mine Ship Loader 2,000tph critical and available Idle Panamax infrastructure ship loader • Port, 2000tph ship Haul road loader, haul roads and Mina Rica East mining fleet all on care and maintenance Mina Rica
Slide 9: Pecket Coal Sequence Extended Into Mina Rica
Pecket Coal Sequence Extended Into Mina Rica For personal use only • Drilling demonstrates that Idle Panamax ship loader Pecket coal sequence Mina Pecket extends into Mina Rica • Accumulative intercept thicknesses (i): MRE-02 4.68m MRE-03 3.54m MRE-04 7.73m PCC-8 10.69m PCC-9 6.43m • Histo
Slide 10: Mina Rica East Drilling
Mina Rica East Drilling For personal use only Brown drill water indicative of coal being drilled Extracting core Coal in core barrel A 1000 m 1500 m 2000 m 2500 m 3000 m 3500 m B MRE-02 MRE-04 PCC-8 (projected) Surface 1000 m 1500 m 2000 m 2500 m 3000 m 3500 m 10
Slide 11: Mina Rica - Resource Delineation Planned
Mina Rica - Resource Delineation Planned Pecket Coal Mine • New Mina Rica South East exploration licence For personal use only applications have Panamax ship loader +10 million tonne per 11.82m total coal seam consolidated key target thickness annum capacity area 6.43m total coal seam 7.73m total co
Slide 12: Summary & Strategy
Summary & Strategy Chile is heavily dependent on imported thermal coal for power generation – 15mtpa For personal use only Chile imports thermal coal but at the same time exports coal – a large value loss to Chilean economy Equus controls 273km2 of coal licences - most dominate position over t
Slide 13: Competent Person Statement
Competent Person Statement For personal use only COMPETENT PERSON’S STATEMENT: The information in this report that relates to Exploration Results and Target Exploration is based on information compiled by Damien Koerber and the information in relation to historical and foreign estimates is an accura