Jameson Resources Limited · ASX:JAL
Jameson Resources — Investor Presentation (November 2011)
19 slides from Jameson Resources's investor presentation, Nov 7, 2011
Slide 1: Exploring and Developing Western Canadian Coal Projects
For personal use only Exploring and Developing Western Canadian Coal Projects November 2011 ASX : JAL
Slide 2: Disclaimer
Disclaimer This document has been prepared as a summary only, and does not contain all information about the Jameson Resources Limited’s For personal use only (the “Company”) assets and liabilities, financial position and performance, profits and losses, prospects and the rights and liabilities atta
Slide 3: Investment Highlights
Investment Highlights For personal use only POSITIONED IN WORLD CLASS METALLURGICAL COAL FIELDS Jameson has acquired coal projects within Canada’s prolific Elk Valley and Peace River coking coal fields BRINGING PROVEN DEVELOPMENT EXPERTISE ON BOARD David Fawcett, a highly credentialed Canadian c
Slide 4: Overview of Projects
Overview of Projects All projects close to infrastructure in For personal use only coking coal fields responsible for Canada’s metallurgical coal exports Crown Mountain Project 90% interest in Project Located in the Elk Valley coal field and close to some of Canada’s major operating HCC mines Du
Slide 5: Crown Mountain Project
Crown Mountain Project For personal use only 90% Interest in Project with option to acquire remaining 10% Coal licence applications cover 2,385 hectares of prospective ground within British Columbia’s most prolific coking coal fields Line Creek and Elkview HCC coal mines within 20km of Crown M
Slide 6: Crown Mountain Project
Crown Mountain Project For personal use only Targeting coking coal seams potentially amenable to open pit mining Mapping and drilling has outlined multiple coal seams ranging in thickness from 0.5m to 7.5m Notice of Work lodged for a two stage exploration program to include up to 33 drill hole
Slide 7: Dunlevy and Nexx Projects
Dunlevy and Nexx Projects Agreements in place to acquire 100% of 4 For personal use only projects with metallurgical coal potential Coal license applications cover 46,000 hectares of prospective ground within Peace River coal field 90km away from the main rail line connecting to the 3 deep wat
Slide 8: Dunlevy and Nexx Projects
Dunlevy and Nexx Projects For personal use only Construction of new forestry roads has exposed multiple coal seams ranging in thickness from 0.8m to 3.5m Exploration to date has included field reconnaissance and trenching in 2009, and geological mapping in 2011 Coal measures in the southern half
Slide 9: Favorable Project Acquisition Terms
Favorable Project Acquisition Terms Dunlevy For personal use only Cash C$453,000 On Settlement C$153,000 $51,000 to each shareholder Staged payments over 2 years leading up to Dunlevy Shareholders C$300,000 commercial production Equity (12 m Shares) 4 Tranches 3m shares Settlement, 18ths, 36mths, 54
Slide 10: Next Steps
Next Steps Agreement to acquire 100% of Dunlevy and Nexx Projects (Oct 2011) For personal use only Capital Raising and shareholder approval (Dec 2011) Receive regulatory approvals for exploration (2012) Stage 1 exploration drilling and coal quality test work at Crown Mountain (2012) Stag
Slide 11: Top Canadian Coal Executive
Top Canadian Coal Executive For personal use only David Fawcett – Non Executive Chairman • Mining engineer with over 35 years experience • Proven track record for initiating and advancing new coal mine development • Awarded the 2011 Canadian Institute of Mining, Metallurgy and Petroleum’s Coal Award
Slide 12: Highly Experienced Management Team
Highly Experienced Management Team NORTH AMERICA ‐ Operations For personal use only Art Palm – Executive Director Operations • Mining engineer with 35 years of experience • Extensive experience designing and managing mines (surface and underground) and coal preparation plants • Lead consultant in th
Slide 13: Canadian Advantage
Canadian Advantage For personal use only • Canada is the second largest exporter of coking coal at ~27mtpa • World class infrastructure which includes: – Deep water seaports including Ridley (planned expansion), Westshore and Neptune Coal Terminals – Canadian Pacific and Canadian National Railways –
Slide 14: Limited supply of metallurgical coal
Limited supply of metallurgical coal For personal use only 1Mt Canada 20Mt 28Mt 41Mt Russia 21Mt 15 days, 14 hours1 Mongolia USA * … Acquiring and developing 49Mt 547Mt China Western Canadian Coal Projects * Indonesia 14 days, 8 hours1 3Mt Mozambique * Australia 151Mt Export Domestic * Developing Ba
Slide 15: Accelerating demand for metallurgical coal
Accelerating demand for metallurgical coal Coking coal consumption CAGR 2000‐2010 2010‐2020 For personal use only (index) Coking coal consumption 6% 3% 250 Seaborne demand 3% 5% 200 150 100 50 2009 2010 2011F 2012F 2013F 2014F 2015F 2016F 2017F 2018F 2019F 2020F China ROW Source: China Customs; CISA
Slide 16: Corporate Information
Corporate Information Capital Structure Capital Structure – Post Raising Fully Diluted For personal use only Shares on Issue 95.8m Shares on Issue 146.2m Options Outstanding 0.35m Options Outstanding 7.9m Top 20 Share Holders 41% Current Share Price (05/11/2011) A$0.16 Market Capitalisation A$15.2m
Slide 17: Summary
Summary For personal use only Exploring and developing metallurgical coal projects in a low sovereign risk jurisdiction Appointing a recognised Canadian Coal Executive who has a proven track record in initiating and advancing new coal mine development Jameson’s coal projects are easily accessibl
Slide 18: For personal use only
For personal use only Level 2, 79 Hay Street Suite 800, 1199 West Hastings St Subiaco, WA Vancouver, BC V6E 3T5 +61 (8) 9200 4474 +1 (604) 687 2038 www.jamesonresources.com.au 18
Slide 19: Competent Persons Statement
Competent Persons Statement For personal use only
Jameson Resources — Investor Presentation (November 2011) on 6ix