Australian Pacific Coal Limited · ASX:AQC
Australian Pacific Coal — Noosa Mining Conference 2024
13 slides from Australian Pacific Coal's conference presentation, Nov 15, 2024
Slide 1: AQC: Transitioning to Production
For personal use only AQC: Transitioning to Production Ayten Saridas, Managing Director & CEO Noosa Mining Conference, 15 November 2024 ASX: AQC
Slide 2: Disclaimer
Disclaimer This presentation (‘the Presentation’) has been prepared by Australian Pacific Coal Limited ACN 089 206 986 (‘AQC’ or ‘the Company’) for the 2024 Noosa Forward looking information is based on the stated assumptions, estimates, analysis and opinions of management of the Company and is made
Slide 3: Australian Pacific Coal – transitioning to production
Australian Pacific Coal – transitioning to production Australia’s newest coal producer and majority owner of the Dartbrook Mine in the Hunter Valley (NSW) For personal use only ▪ AQC has an 80% working interest1 in the Dartbrook JV and a 70% economic interest2 ▪ Project fully funded with facilities
Slide 4: The Dartbrook Project, Hunter Valley NSW
For personal use only The Dartbrook Project, Hunter Valley NSW 4
Slide 5: Dartbrook Project Summary
High quality cornerstone asset Dartbrook Project Summary For personal use only Bord & Pillar underground mining; planned ramp up to ROM Production ~2.4 Mtpa (annualized) within 2 years High quality NEWC spec coal with potential to produce Product commercial quantities of semi soft met coal and PCI1
Slide 6: Fully funded with solid fundamentals
Fully funded with solid fundamentals ▪ Substantial Reserves and Resources: – JORC compliant Resource: 2.5 Bt1 For personal use only – ROM Reserves: 470 Mt1 – Marketable Reserves: 370 Mt1 ▪ Prime Hunter Valley location: Approximately 100 km from Newcastle export terminals, with excellent access to pr
Slide 7: World-class underground operation
For personal use only World-class underground operation • Multi-seam reserve: underground seam access already developed to multiple seams • Coal clearance system: Not to scale. Illustrative only. through existing Hunter Tunnel direct 7 to the prep plant (CHPP)
Slide 8: MOD8 extension potential
MOD8 extension potential ▪ MOD8 extension would allow mining to continue For personal use only beyond Dec 2027 to Dec 2033 with no material capital investment required ▪ Work on MOD8 submission is underway and targeting lodgement before the end of CY2024 ▪ No changes to current Development Approval
Slide 9: Strategically positioned for key export markets
Strategically positioned for key export markets Newcastle 6000 CV price1 Dartbrook represents a rare opportunity to access Asian export For personal use only markets when limited new projects are being sanctioned ▪ Dartbrook stepping in at the right time - limited new supply growth despite higher gl
Slide 10: Electricity boom is driving coal markets in Asia
Electricity boom is driving coal markets in Asia Coal demand in SE Asia by Scenario 2023-2050 “The outlook for coal has been revised EJ For personal use only upwards particularly for the coming decade, principally as a result of updated electricity demand projections, Source: IEA (2024), Coal notabl
Slide 11: Future Milestones
Future Milestones ▪ Targeting commercial production in Q4 For personal use only CY2024 ▪ Port & Rail access agreement ▪ First coal sales (unwashed / ROM by- pass) ▪ Assessment of potential to supply Met coal market ▪ MOD8 submission for 6-year extension ▪ CHPP wet plant refurbishment and recommissio
Slide 12: Thank you
Thank you Australian Pacific Coal Limited, ASX code: AQC For personal use only www.aqcltd.com AQC is focused on delivering positive and sustainable outcomes for our stakeholders: • The safety and well-being of our people • The community and environment • Our shareholders and partners General Enquiri
Slide 13: Appendix: Dartbrook Reserves and Resources
Appendix: Dartbrook Reserves and Resources AQC has had the following technical reports Note: (1) Of this amount, 1,803 Mt are designated as open cut Coal Resources (noting that AQC does not have development approval to undertake open cut For personal use only JORC Resource Classification Mt conducte
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