Regent Pacific Group Limited · HKEX:575
Regent Pacific — Investor Presentation (October 2010)
26 slides from Regent Pacific's investor presentation, October 2010
Slide 1: Regent Pacific Presentation – Company Overview
Regent Pacific Presentation COMPANY OVERVIEW October 2010
Slide 2: Company Overview
Company Overview
Slide 3: Company Snapshot
Company Snapshot Market Statistics About Regent Pacific Group Share price (18 Oct 2010) HK$0.27 / US$0.034 • Incorporated in the Cayman Islands in 1991 and 52 week high – low HK$0.29 - HK$0.19 listed in Hong Kong in 1997, Regent Pacific Group Shares outstanding 3,911m Limited (ticker: 575, “Regent P
Slide 4: Our Asset Portfolio
Our Asset Portfolio Asset Locations Listed Equity Investments Zhun Dong Ji Ri Ga Lang Project Company Commodity % interest Project1 Thermal coal Thermal coal resource – 2.9Bt resource – Iron ore (est.) 92.2Mt (JORC) BC Iron 16.53% explorer Venturex Copper/ lead/ 19.99% Resources zinc explorer ACIL –
Slide 5: History and Milestones
History and Milestones Since 2005 Regent Pacific has shifted its focus to metals and mining investments Mar 2010 2010 1997 2005 2007 May 2009 Jun 2009 Disposed of its Oct 2010 2010 Listed on the Acquired 40% of Acquired CCEC for Subscribed for Acquired 7.3m stake in Kalahari Disposed of its SEHK und
Slide 6: Regent – The Way Forward
Regent -— The Way Forward
Slide 7: Our Vision
Our Vision • Building a diversified mining house - Transforming our group to become Hong Kong’s next major mid tier mining house • Utilizing our in-house expertise - Leveraging off our expert international and local teams to conquer difficult markets, deliver results and achieve global recognition O
Slide 8: What We Are Doing
What We Are Doing Building a HK based mid tier mining house • Taking advantage of SEHK‘s strong liquidity and demand for resources equities • Regent Pacific has assembled an expert in-house team dedicated to identifying strategic mining assets across Asia-Pacific Growth Growth by M&A • Seeking bulk
Slide 9: Our Strategy
Our Strategy Near- Near-term Mid- Mid-term Long- Long-term Optimise existing asset portfolio Growth by accretive acquisitions Build Hong Kong’s next major mining – Focus on expansion plan at – Focus on select regional house Dapingzhang mine acquisition opportunities of – Develop a mid tier diversifi
Slide 10: Our Track Record in Creating Value
Our Track Record in Creating Value Realised Gains Deliver shareholder returns Initial Actual investment Net proceeds gain IRR Asset/ Company (US$m) (US$m) (US$m) (%) Development of projects Kalahari Resources 13.3 17.6 4.3 32.3% In conjunction with our JV partners, we operate one of the Zhun Dong Pr
Slide 11: Sum of Parts Valuation
Sum of Parts Valuation The market is not fully attributing value to our asset base Asset/ Company (US$m) Per Share (HK cent) Net cash 13.7 2.72 Marketable securities 65.2 12.94 Pending sales proceeds1 Zhun Dong Project 69.3 13.75 Value of cash, marketable 148.2 29.41 securities and pending sales pro
Slide 12: Why We Will Succeed
Why We Will Succeed Strong credentialed Board and management with significant mining and corporate finance expertise 1 Co-Chairman, James Mellon: over 20 years investment and asset management experience and in Asia and abroad, including with GT Management plc and the Thornton Group Co-Chairman, Step
Slide 13: Asset Overview
Asset Overview
Slide 14: Base Metals – Dapingzhang Mine
Base Metals Dapingzhang Mine Dapingzhang JV Overview Asset Location • World class volcanogenic massive sulphide (“VMS”) deposit located in southwest Yunnan Province in China, ~500km from Kunming, the Provincial capital • The Group holds a 40% equity interest through a Sino-foreign equity JV with 2 C
Slide 15: Base Metals – Yinzishan Mine
Base Metals Yinzishan Mine Yinzishan JV Overview Asset Location • 97.5% owned and operated VMS deposit • Located ~500km south south-west of Kunming and 76km from Simao • The tenements overlay the same types and ages of volcanic rocks which host the VMS mineralisation at Dapingzhang • The previous ow
Slide 16: Coal – Ji Ri Ga Lang
Coal Ji Ri Ga Lang Ji Ri Ga Lang Overview Asset Location • Located in north north-west of Xilinhot, Inner Mongolia • Equity interest of 51% (up to 100%)1 • Open cut, truck and shovel thermal coal project • Total JORC compliant resources of 92Mt • Planned production rate of 3Mtpa • Mine life of over
Slide 17: Coal – ACIL Project and Zhun Dong
Coal ACIL – Project 1 and Zhun Dong ACIL – Project 1 Overview Asset Location • Through Amerinvest Coal Industrial Holding (ACIL), the Zhun Dong Project Company holds 25% equity interest in West China Coking Thermal Coal and Gas Company resource – 2.9Bt (est.) • Production capacity: 1.1Mtpa coke, 110
Slide 18: Zhun Dong Regional Location and Infrastructure Links
Zhun Dong Regional Location and Infrastructure Links 18
Slide 19: Indonesian Coverage
Indonesian Coverage Indonesian Technical Team Office Location (Balikpapan) • Regent Pacific has an office in Jakarta housing an expert and dedicated team of internationally and locally trained specialists • Regent Pacific’s Indonesian team consists of technicians having both expatriate and local exp
Slide 20: Other Investments
Other Investments Mkt Value of Market Cap Company Commodity Key Assets EV % Investment (US$m) (US$m) Interest (US$m) • Iron ore explorer • Nullagine Iron Ore Project 176.8 160.5 16.53% 29.3 • Copper/ lead/ • Whim Creek VMS Copper/ zinc explorer Zinc/ Lead Project 57.8 51.6 19.99% 11.6 • Various expl
Slide 21: Board of Directors and Management
Board of Directors and Management
Slide 22: Board of Directors
Board of Directors Regent Pacific’s Board of Directors has significant experience in corporate finance and global mining related investments Name Position Biography and Relevant Experience James Mellon • Non-Executive • Has been a Director of Regent Pacific since July 1991 Co-Chairman • Over 20 year
Slide 23: Senior Management
Senior Management Regent Pacific has now assembled a world class team of M&A, technical and project managers Name Position Biography and Relevant Experience David Church • General • Joined Regent Pacific in September 2008 Counsel and • Qualified and has practiced as a solicitor in Australia, with Cl
Slide 24: Senior Management Continued
Senior Management Continued Regent Pacific has now assembled a world class team of M&A, technical and project managers Name Position Biography and Relevant Experience Ben Bian • General • Joined Regent Pacific in January 2007 China Responsibility Manager – PRC • Bachelor of Science degree from Fudan
Slide 25: Disclaimer
Disclaimer The information contained in this presentation has been prepared using the information available to Regent Pacific Group Limited (“Regent”) at the time of preparation and may not include all relevant information regarding Regent or its assets, including projects or companies in which Rege
Slide 26: Disclaimer Continued
Disclaimer Continued Any forward-looking statement is subject to known and unknown risks, uncertainties, assumptions and other factors, some of which are beyond Regent’s control, including, but not limited to: geopolitical uncertainty, political and economic instability, uncertain legal enforcement
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