TerraCom Limited · ASX:TER
TerraCom — Guildford Coal — Investor Presentation (August 2010)
39 slides from TerraCom's investor presentation, August 2010
Slide 1: Hong Kong Investor Presentation
HONG KONG INVESTOR PRESENTATION August 2010
Slide 2: Cautionary Statement
Cautionary Statement The information contained in this document (Presentation) has been prepared by Guildford Coal Limited (Company). This presentation does not constitute an offer or invitation to any person to subscribe for or apply for any securities in the Company. While the information containe
Slide 3: Guildford Coal Snapshot
Guildford Coal Snapshot Six Key Projects: Summary of Portfolio: • Hughenden Estimated 21,000km2 of exploration • Maryborough tenement located across • Sierra Queensland’s major coal bearing • Sunrise basins • Monto Guildford • Comet Projects Target Coal Products: • Hard Coking • Export Thermal Cash:
Slide 4: Corporate Overview
Corporate Overview ASX Code: GUF Major Shareholders Major Shareholders Capital Structure TheChairmen1 Pty Ltd CS Fourth Nominees Pty Ltd Shares on Issue 360 million UBS Nominees Pty Ltd HSBC Custody Nominees (Australia) Ltd Share Price A$0.29 (23/8/10) Citicorp Nominees Pty Ltd ANZ Nominees Ltd Mark
Slide 5: Board of Directors
BOARD OF DIRECTORS Non Executive Chairman – Craig Ransley Managing Director – Michael Avery Finance Director – Norah St.George Non Executive Director – Michael Chester 5 Guildford Coal
Slide 6: Board of Directors
Board of Directors Craig Ransley Non – Executive Chairman Craig has extensive experience in the mining industry. He founded TESA Group Pty Limited (TESA) and developed a number of mines for its clients. TESA was acquired by Skilled Group Limited in 2006. In the same year, Craig commenced developing
Slide 7: Board of Directors
Board of Directors Mike Chester Non – Executive Director Mike has more than 25 years experience in the areas of investment banking, mining company research and analysis, and funds management. During his career he has worked with companies including Solomon Smith Barney/County NatWest, Grange Securit
Slide 8: Company Overview
COMPANY OVERVIEW Overview of Assets Summary of Coal Targets Priority Projects Project Development Schedule 8 Guildford Coal
Slide 9: Queensland Coal Projects
Hugnenden Project QUEENSLAND ) COAL PROJECTS GUILDFORD COAL LIMITED i toringcure Project thc sere Sunrice Project Quilicford Coal Limited Queensland Coal Projects Tam _tucevee 3200 = [oewerng we Guildford Coal
Slide 10: Summary of Coal Targets
Summary of Coal Targets 10 Guildford Coal
Slide 11: Priority Projects: Hughenden
PRIORITY PROJECTS HUGHENDEN • Estimated 18,000 km2 of exploration tenement • Export thermal coal target in Galilee and Eromanga Basins • Open Cut, Underground and UCG resource targets • Close to rail and ready access to port • Estimated 220km of projected Galilee Basin edge • Other Major Galilee Bas
Slide 12: Priority Projects: Maryborough
PRIORITY PROJECTS MARYBOROUGH • Hard coking coal target in Burrum Coal Measures of Maryborough Basin • Open Cut and Underground resource targets • Close to rail and ready access to port • Northern Energy – Colton Project to the south east with 57Mt JORC Inferred • One drill operating by end of Septe
Slide 13: Priority Projects: Sierra
PRIORITY PROJECTS SIERRA • Hard coking coal target in Fair Hill, Burngrove and Crocker Formations of Bowen Basin • Open Cut resource target • Close to rail and ready access to port • Stanmore – McKenzie River Project adjoins to the north with exploration target 110 Mt – 170Mt • Aquila – Washpool Pro
Slide 14: Path to Production - Indicative Schedule
Path to Production ‐ Indicative Schedule GUILDFO RD COAL ‐ PR OJEC T P LA N ‐ JU LY 20 10 201 0 201 1 2 012 PR OJEC T / Ac ti vi ty J ul Aug Sep Oc t N ov Dec Jan Fe b Mar Ap r M ay Ju n Ju l Au g Sep Oc t No v Dec Jan Feb M ar Apr Ma y Ju n Jul Aug Se p O ct Nov Dec HUGHENDEN ‐ Un der grou nd Dril
Slide 15: Key Assets
KEY ASSETS Hughenden Project Maryborough Project Sierra Project Sunrise Project Comet Project Monto Project 15 Guildford Coal
Slide 16: Hughenden Project
Hughenden Project • The Hughenden Project contains an estimated 18,000 square kilometres of exploration permits for coal with an estimated 6,000 square kilometres granted. • Target large export thermal coal resource with open cut, underground mining potential as well as underground coal gasification
Slide 17: Hughenden Project – Tenement Plan
Hughenden Project – Tenement Plan 17 Guildford Coal
Slide 18: Hughenden Project – Tenement Plan
Hughenden Project – Tenement Plan 18 Guildford Coal
Slide 19: Hughenden Project Stratigraphic Section
Hughenden Project Stratigraphic Section Target Seams Target Seams 19 Guildford Coal
Slide 20: Hughenden Project
Hughenden Project Galilee Basin Edge (EPC1250) 20 Guildford Coal
Slide 21: Maryborough Project
Maryborough Project • The Maryborough Project contains two exploration projects (EPC 1872 and EPC 2003) • The primary exploration target within the Maryborough Project is the Burrum Coal Measures, which shall be explored in the hope that the area contains a potential open cut and underground mineabl
Slide 22: Maryborough Project – Tenement Plan
Maryborough Project – Tenement Plan 22 Guildford Coal
Slide 23: Maryborough Project – Exploration History
Maryborough Project – Exploration History 23 Guildford Coal
Slide 24: Maryborough Project – Stratigraphic Section
Maryborough Project – Stratigraphic Section Target Seams 24 Guildford Coal
Slide 25: Sierra Project
Sierra Project • The Sierra project contains one exploration permit (EPC 1822) which is in the application stage. • Of potential economic interest in EPCA 1822 are the coal seams of the Burngrove, Fair Hill and Crocker Formations as they are inferred to subcrop within EPCA 1822 and each may have pot
Slide 26: Sierra Project – Tenement Plan
Sierra Project – Tenement Plan 26 Guildford Coal
Slide 27: Sierra Project – Stratigraphic Section
Sierra Project – Stratigraphic Section Target Seams 27 Guildford Coal
Slide 28: Sierra Project – Schematic Section
Sierra Project – Schematic Section 28 Guildford Coal
Slide 29: Sunrise Project
Sunrise Project • The Sunrise Project contains two exploration permits (EPC 2057 and EPC 2058) which are in the application stage. • The Sunrise Project is located in a region where the Surat Basin is underlain by the Permian Bowen Basin. The area has previously been targeted by petroleum and coal s
Slide 30: Sunrise Project – Tenement Plan
Sunrise Project – Tenement Plan 30 Guildford Coal
Slide 31: Sunrise Project – Stratigraphic Section
Sunrise Project – Stratigraphic Section Target Seams Target Seams Target Seams 31 Guildford Coal
Slide 32: Comet Project
Comet Project • The Comet Project contains one exploration permit (EPCA 1976) which is a competing application. • Based on information relating to boreholes within EPCA 1976 and from the adjacent tenements, the coal seams of the Rangal Coal Measures, the Burngrove Formation and the Fair Hill Formati
Slide 33: Comet Project – Tenement Plan
Comet Project – Tenement Plan 33 Guildford Coal
Slide 34: Comet Project – Stratigraphic Section
Comet Project – Stratigraphic Section Target Seams 34 Guildford Coal
Slide 35: Monto Project
Monto Project • The Monto Project contains one exploration permit (EPC 1870) which is in the application stage. • The exploration philosophy for the Monto Project is to test for a southern extension to the Nagoorin Graben, and to also assess the potential for a northern extension of the Mulgildie Ba
Slide 36: Monto Project – Tenement Plan
Monto Project – Tenement Plan 36 Guildford Coal
Slide 37: Monto Project – Stratigraphic Section
Monto Project – Stratigraphic Section Target Seams 37 Guildford Coal
Slide 38: Competent Persons Statement
Competent Persons Statement The information in this presentation is based on information compiled by Mr Cameron Switzer, who is a Member of the Australasian Institute of Mining and Metallurgy (112798) and the AIG (3384) and has had sufficient experience which is relevant to the style of mineralizati
Slide 39: Thank You
Thank You 39 Guildford Coal