Stanmore Resources Ltd · ASX:SMR
Stanmore Resources — Stanmore Coal — Investor Presentation (October 2012)
17 slides from Stanmore Resources's investor presentation, Oct 30, 2012
Slide 1: Investor Presentation October 2012
For personal use only Investor Presentation October 2012
Slide 2: Important information
Important information This document has been prepared by Stanmore Coal Limited (“Stanmore Coal”) for the purpose of providing a company and technical overview to interested analysts/investors. None of Stanmore Coal, nor any of its related bodies corporate, their respective directors, partners, emplo
Slide 3: Stanmore Coal Overview
Stanmore Coal Overview Key Metrics For personal use only ASX Code SMR Shares on issue (5) 200.5m (1) Current share price A$0.25 Market Capitalisation A$50m Cash Position(2) A$36.9m (2) Debt A$4.0 Investment Highlights Building a diversified portfolio of world class coal assets Well-funded with o
Slide 4: Strong Partners and Shareholders
Strong Partners and Shareholders Recent Capital Raising Post deal share distribution For personal use only (prior to note conversion) $36m placement to Sprint Capital at 67.5cps $25m debt facility with Credit Suisse Board and mgmt Retail, private 21% 5 year, 15% of production marketing agreeme
Slide 5: Belview – Acquisition of 1186 Creates Large Coking Coal Project
Development Projects Belview – Acquisition of 1186 Creates Large Coking Coal Project 100% owned For personal use only Substantial coking coal project in heart of the Bowen Basin Acquisition of EPC1186 provides access to shallower coking coal (circa 385m depth) and significant increase in Explora
Slide 6: Belview – Acquisition of 1186 Creates Large Coking Coal Project
Development Projects Belview – Acquisition of 1186 Creates Large Coking Coal Project Increased exploration target(1) of 735 – 1103Mt For personal use only across enlarged project area EPC 1114 concept mining study completed (July 2012) ─ multi-shaft access, 3Mtpa long-wall mine ─ FOB of A$104/t
Slide 7: The Range Project – Surat Basin
The Range Project – Surat Basin Asset Overview 100% owned For personal use only 5Mtpa open cut export thermal coal mine over 26 years Capital cost $407M contract mining, $505M owner mining Bankable feasibility study underway ML grant expected 1H, 2013 Infrastructure solution defined Adja
Slide 8: Key Infrastructure Allocation
Key Infrastructure Allocation +$280m Coal Industry Commitment to WEXP1 For personal use only WICET Expansion Phase 1 (WEXP1) Capacity Commitment Deeds (CCD’s) executed for 5Mtpa allocation in WEXP1 $44m early works funding, $26m lodged with CCD’s, remaining $18m due late 2012 SMR retains a fur
Slide 9: Building a Surat Basin Portfolio
Building a Surat Basin Portfolio EPC’s 1274/76 100% owned For personal use only Potential for export quality thermal coal within 1371km2 tenements Adjacent to 4.5 billion tonne Wandoan project 130-195 Mt initial Exploration Target1 defined at two locations Multiple additional prospective zon
Slide 10: Mackenzie Overview
Development Projects Mackenzie Overview Bowen Basin – 98% Stanmore Coal, 2% Cape Coal (farm-in up For personal use only to 9%) Joint Venture with Cape Coal to identify new treatment and beneficiation techniques Cape Coal bring +60 years experience including treatment of similar South African coa
Slide 11: Tennyson Overview
Exploration Projects Tennyson Overview 100% owned For personal use only Underground coking and export thermal coal targets Exploration Target(1) of 220 – 290Mt 2012 drilling program completed Initial JORC Inferred Resource in H2 2012 Depth from 150m Drill results include: − 2.85m Aries S
Slide 12: Kerlong Overview
Exploration Projects Kerlong Overview 100% owned For personal use only Targeting high quality, underground coking and PCI coal Exploration program commenced, one hole completed Target seams intersected including: − Burton Rider − Leichardt − Vermont Coking coal confirmed by initial coal qual
Slide 13: New Cambria Overview
Exploration Projects New Cambria Overview 100% owned For personal use only Potential for low-volatile, high energy, low to medium ash, open cut PCI coal within Rangal Coal Measures Initial seismic data received from CSG company Drill targets will be defined upon receipt and interpretation of r
Slide 14: The Path to Production
For personal use only The Path to Production Belview acquisition - a world class coking coal project on infrastructure The Range - 5Mtpa open cut export thermal coal project at BFS stage WICET and rail allocation confirms an infrastructure solution that connects The Range to export markets $
Slide 15: Supplementary Slides
For personal use only Supplementary Slides 14
Slide 16: Strong Board and Management Team
Strong Board and Management Team NEVILLE SNEDDON NICK JORSS STEPHEN BIZZELL VIV FORBES ANDREW MARTIN For personal use only Managing Director Director Director Chairman Director Mining engineer with 37 20 years in engineering, Extensive experience in Over 40 years of Bowen Basin 15+ years in investme
Slide 17: Reserves, Resources and Exploration Targets
Reserves, Resources and Exploration Targets JORC JORC Measured JORC Marketable JORC Indicated JORC Inferred Additional Exploration Project Recoverable Coal For personal use only Coal Reserve (1) (2) Resource (1) Resource (1) Resource (1) Target (3) Reserve (1) (2) Low High 82 The Range Thermal 94.2