Jatcorp Ltd · ASX:JAT
Jatcorp — Jatoil — Shareholder Meeting (November 2009)
20 slides from Jatcorp's shareholder meeting presentation, Nov 17, 2009
Slide 1: 2009 and Beyond
For personal use only 2009 AND BEYOND 2009 AND BEYOND
Slide 2: Disclaimer
For personal use only DISCLAIMER 2009 AND BEYOND This document has been prepared by Jatoil Limited to provide existing and prospective shareholders in Jatoil Limited with an update. Any statements, opinions, or other material contained in this document do not constitute any commitments, representati
Slide 3: Jatoil Limited
For personal use only JATOIL LIMITED • Incorporated January 2006 2009 AND BEYOND • Raised capital in November 2007 • Listed on ASX January 2008 • Core business is sustainable renewable energy: - “crude oil” from biofuel feed stocks - biomass to energy - renewable energy Jatoil Field Operations Manag
Slide 4: Jatropha is a high potential business: the facts
For personal use only JATROPHA IS A HIGH POTENTIAL BUSINESS The facts about jatropha… 2009 AND BEYOND *Proceedings of the National • Well-planned and managed jatropha crops Academy of Sciences: The water footprint of bioenergy from are hardy and have a low water footprint.* Jatropha curcas L. Raymon
Slide 5: Jatropha is a high potential business: huge market potential
For personal use only JATROPHA IS A HIGH POTENTIAL BUSINESS Huge market potential is still there… 2009 AND BEYOND • Biofuels = Proven technology. • Can be economic at “low oil price” (USD 40/bbl) scenarios. scenarios • Excellent, proven fuel properties for biodiesel and bio-jet fuel. • Biojet: *IATA
Slide 6: Jatropha financials remain attractive
For personal use only JATROPHA FINANCIALS REMAIN ATTRACTIVE Staged approach for risk management... 2009 AND BEYOND For investor risk management 25 000 Ha indicative economics Stage 1… Proving the product and supply chain Oil price 40 80 120 (US $/bbl) • Establishment of an “agri agri-station station
Slide 7: Conventional oil is not without its risks
For personal use only “CONVENTIONAL CONVENTIONAL OIL” OIL IS NOT WITHOUT ITS RISKS 2009 AND BEYOND “The West Atlas rig on the Montara oil field, located around 690km near the city of D Darwin, i leaked l k d millions illi off litres lit off oil, il creating ti a slick li k as wide id as 15,000sqkm.”
Slide 8: 2009 Operational Highlights
For personal use only 2009 OPERATIONAL HIGHLIGHTS 1. Project Progress • 2009 AND BEYOND Vietnam expansion. – Green Energy Vietnam (GEV) • Indonesia - BDAI wrap-up. wrap up 2. Sustainability • p Roundtable for Sustainable Biofuels membership. • Sustainability on-the-ground in Vietnam expansion. • Env
Slide 9: Project Progress
For personal use only 1 PROJECT PROGRESS 1. JV Stage 1 2009 Stage 2 AND BEYOND Stage 3 Go/no-go Go/no go gates Agristation & Test stations Commercial viability Plantation Scale (up to 100 ha, $1.5 million) (2000 to 5,000 ha, $5 million) (up to 25,000, $20 million) Vietnam GreenEnergy Biofuels 2008 2
Slide 10: Project Progress: Vietnam
For personal use only 1 PROJECT PROGRESS: VIETNAM 1. 2009 AND BEYOND North Central Project Hue, Quang Tri Currently planting ∼ 50ha (end 2009/10 wet season Southern Project estimate) Ninh i Thuan Currently planting ∼ 500 ha For each Project: (end 2009 estimate) • > 50,000ha identified as Binh Thuan
Slide 11: Jatoil and GEV – 2009 in Review: Training
For personal use only 1 JATOIL AND GEV – 2009 IN REVIEW 1. 2009 AND BEYOND ....Training of new GEV extension workers... who then train hundreds of farmers....
Slide 12: Jatoil and GEV – 2009 in Review: Drilling
For personal use only 1 JATOIL AND GEV – 2009 IN REVIEW 1. 2009 AND BEYOND Drilling holes for 600 000 600,000 plants
Slide 13: Jatoil and GEV – 2009 in Review: Nurseries
For personal use only 1 JATOIL AND GEV – 2009 IN REVIEW 1. 2009 AND BEYOND Establishing over 20 nurseries with ith 1,000,000 seedlings
Slide 14: Jatoil and GEV – 2009 in Review: Planting
For personal use only 1 JATOIL AND GEV – 2009 IN REVIEW 1. 2009 AND BEYOND Planting out over 420ha in Ninh Thuan
Slide 15: Jatoil and GEV – 2009 in Review: Trial plots
For personal use only 1 JATOIL AND GEV – 2009 IN REVIEW 1. 2009 AND BEYOND 2 ½ year old jatropha at the Joint – GEV Fruiting at the GEV / CBF lot - On target for and Vietnamese Centre for Biotechnology over 4.5T seed/ha (economic yields) at and Forestry (CBF) trial plot. maturity (5 years). D Desert
Slide 16: Jatoil and Sustainability
For personal use only 2 JATOIL AND SUSTAINABILITY 2. 2009 AND BEYOND • World markets are demanding that biofuel crops are certified as socially and environmentally sustainable. sustainable • Jatoil has been actively working with other stakeholders in the Roundtable for Sustainable Biofuels (RSB) to
Slide 17: New Projects and Partners
For personal use only 3 NEW PROJECTS AND PARTNERS 3. • The Philippines 2009 AND BEYOND - Project development: Identification of potential new projects and partners continues. - Field Operations Manager - Philippines • Ger Groeneveld appointed pp in May y 2009. • Extensive experience in power generat
Slide 18: Strategy and Supply Chain: Strategic Review
For personal use only 4 STRATEGY AND SUPPLY CHAIN 4. • Strategic Review 2009 AND BEYOND - After a thorough review of our strategy the Board and management of Jatoil continue to firmly believe in jatropha’s huge potential. - The development of our production capability for renewable energy will conti
Slide 19: Strategy and Supply Chain: New High Potential End-Markets
For personal use only 4 STRATEGY AND SUPPLY CHAIN 4. • Identifying new high potential end- 2009 AND BEYOND markets: k t biojet, bi j t power, etc. t - Biojet is a huge potential end-market e.g. just 1% market share of biojet in 2017 = 16 jat ent res and US $160 m to US $480 m jat-ventures turn-over
Slide 20: Outlook for the Coming Year
For personal use only OUTLOOK FOR THE COMING YEAR 2009 AND BEYOND • We believe there will be continued upward pressure on oil and carbon costs - increasing the focus on renewable energy. • Jatoil is well positioned for the next wave of interest in renewable energy. • In 2010, our focus will be achie