Jatcorp Ltd · ASX:JAT
Jatcorp — Jatenergy — Investor Presentation (June 2011)
21 slides from Jatcorp's investor presentation, Jun 29, 2011
Slide 1: Update Presentation: June 2011
For personal use only Jatenergy Limited Update Presentation: June 2011
Slide 2: Disclaimer
DISCLAIMER For personal use only This document has been prepared by Jatenergy Limited to provide existing and prospective shareholders in Jatenergy Limited with an update. Any statements, opinions, or other material contained in this document do not constitute any commitments, representations or war
Slide 3: Corporate Overview
CORPORATE OVERVIEW For personal use only Projects Share Information as at June 2011 Indonesia: • Current Share Price: 10c • Atan Bara: 600 kT exploration target high quality thermal coal resource – East • 52-week high / low: 30c/8c Kalimantan • Market Capitalisation: 7.6 million approx • Katingan: 3
Slide 4: Investment Highlights
INVESTMENT HIGHLIGHTS For personal use only • A diversified energy company with both conventional (coal) and renewable (biofuel) assets, and experienced board and strong backing…. COAL BUSINESS BIOFUEL BUSINESS Assets in INDONESIA and AUSTRALIA Jatropha is a hardy small tree, can be grown on land un
Slide 5: Jatenergy - Key Milestones 2010/11
JATENERGY - KEY MILESTONES 2010/11 For personal use only • June 2010: PT Jatoil Waterland established with 1,000 ha of 2 to 3 year old Jatropha and 11,000 ha land bank. • July 2010: First product oil sale: 10 tonnes crude Jatropha oil to aviation industry with a further 4 year off-take agreement in
Slide 6: The Face of Energy Consumption is Changing
The Face of Energy Consumption is Changing For personal use only Dual Energy - Strategy Asset Diversification • Investment over the previous 3 years focused on • Jatenergy will sell its coal and bio-coal (Bio- providing alternative highly valued fuel for the mass) as a dual offering to current coal
Slide 7: Jatropha
JATROPHA For personal use only • Jatropha is a hardy small tree, can be grown on land uneconomic for food crops alone, is inexpensive to establish and produces oil seeds for over 20 years, yielding around 10 bbls of oil per hectare highly suitable for processing into renewable jet fuel, plus other l
Slide 8: PT Jatoil Waterland: Central Java Project
PT JATOIL WATERLAND: CENTRAL JAVA PROJECT For personal use only • 1,000 ha of 2 to 3 - year old jatropha = phase 1 (proof of concept and trial). • First production and revenues with 4 year off-take agreement with Waterland who have on-sold to refiners with product bound for airline industry. • 500 h
Slide 9: Coal
COAL For personal use only INDONESIA AUSTRALIA • In April, 2011, JAT completed the acquisition of • JAT announced on 8 February 2011 that it had signed Blackrock Resources Pty Ltd, an Australian a binding letter of intent with Spinifex Rural company with coal assets in Indonesia. Management Pty Ltd,
Slide 10: Jatropha as Biojet Fuel
JATROPHA AS BIOJET FUEL For personal use only Previous Tests • 30 December 2008: World’s first biojet test flight by Air New Zealand on 50% Jatropha biojet/50% normal jet “Five airlines have successfully tested biofuels and we fuel. expect certification within 2011 at the latest. Aviation biofuel is
Slide 11: Jatenergy has bolstered its coal expertise
Jatenergy has bolstered its coal expertise For personal use only Alan Broome (new Jatenergy Chris Flanagan (new Chief Nick Croom (new Director – Board Member) Operating Officer - Indonesia) Jatenergy in Singapore) Alan Broome has more than 20 years’ Chris Flanagan has a Bachelor of Nick Croom has 20
Slide 12: Indonesian Coal – Market Summary
INDONESIAN COAL – MARKET SUMMARY For personal use only Snap Shot Indian Interest Kalimantan • Coal qualities, geology and steam coal trade, mainly • Indian coal, steel and power firms have been with Asian importers, now surpass every other steam scouting for coal assets overseas to feed power plants
Slide 13: Galilee and Bowen Basin Coal – Market Summary
GALILEE AND BOWEN BASIN COAL – MARKET SUMMARY For personal use only Australia and Queensland • Australia is the fourth largest producer, the largest exporter, and has the fourth largest reserves of coal in the world. In export markets, coal remains the fastest growing fuel, driven by strong investme
Slide 14: Public Company Demands
Public Company Demands For personal use only Public Company Market Demands SECTOR STYLE • Generally the majority of shareholders, •In Favour •In Favour even in renewable business, are focused •Unknown sector •none on return. •Neutral •Neutral • The stock market is a great place to •Basic industries
Slide 15: Cycles of Investing
Cycles of Investing For personal use only Investment cycle: • This is very much dependent on the time of the economy. • At the moment we are supposed to be coming out of recession. • There will be a build up of inventories with stock piling of 1. Resources, steel, product, then 2. sales will start t
Slide 16: Renewable Energy Sector in Comparison
Renewable Energy Sector in Comparison For personal use only The following Graph shows the comparison between renewable (Clean Tech) Stocks compared to the general market in Australia For a public company it is all about being able to generate sales or attract funds to continue. Investors can onl
Slide 17: Related Sector Analysis
Related Sector Analysis For personal use only Agriculture • This sector is important as it relates to the inherent risk of growing a product for market. • The agricultural sector contains companies which provide capital services such as fish farming, cattle farming, grain storage, rural property man
Slide 18: Synergies in Networks
Synergies in Networks For personal use only Growth of Conventional Energy • Power provided by traditional means such as coal, wood, gas, etc., as opposed to alternative energy sources such as solar power, tidal power, wind power, etc. • Established supply routes, customers, trading mechanisms, techn
Slide 19: China's Drive for Non Conventional Green Energy
China’s Drive for Non Conventional Green Energy For personal use only • Renewable energy in China continues to play an increasingly important and strategic role in the country’s energy development. • In 2006, China adopted a target for 15% share of primary energy to come from renewables by 2020, up
Slide 20: Jatenergy 2011 Targets
Jatenergy 2011 TARGETS …. For personal use only COAL BUSINESS BIOFUEL BUSINESS • Complete Blackrock acquisition: • Raise jatropha project capital via Singapore and then expand by a further 9,000 hectares in • EGM - shareholders voted in favour on 12 months in PT Jatoil Waterland JV. February 10, 201
Slide 21: In Conclusion
In Conclusion For personal use only • Jatoil is now Jatenergy. Using conventional and renewable energy to remain relevant to the market. • Public company dependent on the trends of market trends and consumer demands. • Capturing the now global demand for energy (conventional) and future requirements