White Energy Company Limited · ASX:WEC
White Energy — Investor Presentation (June 2011)
21 slides from White Energy's investor presentation, Jun 14, 2011
Slide 1: Investor Presentation June 2011
For personal use only Investor Presentation June 2011
Slide 2: White Energy
White Energy For personal use only A diversified coal company listed on the ASX with significant global growth opportunities White Energy is exclusive worldwide licensee of a patented technology which upgrades high moisture low value sub-bituminous and lignite coals through a low cost process of deh
Slide 3: Platform for Growth
Platform for Growth For personal use only White Energy is now organised around two distinct – but related – business divisions Coal Technology Coal Mining Upgrade Upgrade South Australian Coal Fines Other coal assets Sub-bituminous coal Coal Limited (coking, thermal) United Other Indonesia Australia
Slide 4: White Energy's Upgrading Process
White Energy’s Upgrading Process The BCB process has been developed over 20 years, by a consortia led For personal use only by the CSIRO Exhaust Five Production Stages 1. Coal Preparation Seperating Cyclone 2. Crushed coal drying Bag House 3. Solids separation Dried Coal & Dust 4. Briquetting 5. Coo
Slide 5: Value Proposition
Value Proposition For personal use only White Energy’s commercial proposition is simple – access low cost / low rank coals and upgrade the coal to more valuable and higher energy briquettes Product Upgrade Historical Price Arbitrage Feedstock coal Upgraded high energy Historical Coal Prices, US$ 200
Slide 6: White Energy Upgraded Coal vs Sub-Bituminous Coal
White Energy Upgraded Coal vs Sub-Bituminous Coal For personal use only White Energy upgraded coal results in improved energy content, lower emissions and enhanced transportation efficiencies when compared to lower rank feedstock coal Benefits of White Energy Upgraded Coal compared to typical Sub-Bi
Slide 7: White Energy Upgraded Coal vs Sub-Bituminous Coal
White Energy Upgraded Coal vs Sub-Bituminous Coal For personal use only Significantly, the White Energy process leads to lower emissions during transportation and at the point of combustion % Difference in Pollutants Emitted by WEC Net % Reduction in Actual Reduction in Upgraded Coal versus PRB Coal
Slide 8: White Energy Upgraded Coal vs Bituminous Coal
White Energy Upgraded Coal vs Bituminous Coal For personal use only Upgraded White Energy coal has an improved pollution profile as it maintains the positive environmental attributes of the lower rank feedstock coal Superior environmental performance as compared to typical Australian bituminous coal
Slide 9: Growth Platform for White Energy Upgraded Coal
Growth Platform for White Energy Upgraded Coal For personal use only Significant progress has been made in our prioritised coal markets Indonesia United States Africa China Australia Key • Bayan • Peabody Energy • Black River • In commercial • South Australian Partners / Resources • Buckskin discuss
Slide 10: Tabang – The First Commercial Scale Coal Upgrading Plant
Tabang – The First Commercial Scale Coal Upgrading Plant For personal use only Using White Energy’s design and project management skills, construction of the world’s first 1 million tonne per annum coal upgrading plant has been completed East Kalimantan, Indonesia Located in East Kalimantan, Indones
Slide 11: Tabang – The First Commercial Scale Coal Upgrading Plant (cont)
Tabang – The First Commercial Scale Coal Upgrading Plant (cont) For personal use only 1 Mtpa Coal Upgrading Plant 10MW coal fired power station TABANG COAL UPGRADING FACILITY Page11 11
Slide 12: Update on KSC's Tabang Operation
Update on KSC’s Tabang Operation For personal use only KSC is currently ramping-up production with a focus on improving product quality and production rates, whilst continuing to address remaining technical issues Dust issues at the Plant are currently being addressed through installation of screeni
Slide 13: Update on KSC's Tabang Operation (cont)
Update on KSC’s Tabang Operation (cont) For personal use only Work to address the remaining technical issues at the Plant is well underway and due to be completed by September 2011 • Coal Drying – the coal drying column is in the process of being lengthened to achieve optimum coal drying conditions.
Slide 14: Update on KSC's Tabang Operation (cont)
Update on KSC’s Tabang Operation (cont) The extension of the coal drying column is currently underway and will be For personal use only completed during the June 2011 plant shutdown Page14 14
Slide 15: Update on KSC's Tabang Operation (cont)
Update on KSC’s Tabang Operation (cont) For personal use only Key milestones to date include the successful stockpiling of 15,000 tonnes of briquetted coal for over 6 months without any moisture re-absorption Page15 15
Slide 16: Takeover of South Australian Coal Limited
Takeover of South Australian Coal Limited For personal use only The SACL takeover in 2010 provided the foundations for White Energy to be a diversified company A large deposit of sub-bituminous coal - EL4534 Exploration asset 684 million tonnes of JORC resources as at 31 Dec 2010 Further drilling du
Slide 17: Potential Uses of the Lake Phillipson Deposit
Potential Uses of the Lake Phillipson Deposit For personal use only Lake Phillipson Coal Deposit Gawler Craton Sell high Develop Upgrade coal via Identify new coal moisture coal minerals and BCB Technology technologies domestically base metals The high moisture South Australia As an owner of a coal
Slide 18: Board and Management
Board and Management For personal use only A highly regarded board and management team with an industry wide reputation for delivery and execution of major coal projects The addition in 2010 of the ex-Felix Resources management team complements the existing skill-set Brian Flannery John Kinghorn Gra
Slide 19: Forward looking statements
Forward looking statements For personal use only Except for the historical information contained herein, the matters discussed in this presentation contain forward- looking statements, including statements, containing the words “planned”, “expects”, “believes”, “strategy”, “opportunity”, “anticipate
Slide 20: Competent Person Statement
Competent Person Statement For personal use only South Australian Coal Limited The information in this presentation, which relates to Exploration Results, Mineral Resources or Ore Reserves in EL4534 (previously EL3386), for coal, is based on information compiled by Jonathan Barber, who is a member o
Slide 21: For personal use only
For personal use only Maritime Trade Towers Level 20, 201 Kent Street Sydney, NSW 2000 Telephone: +61 2 9959 0000 Facsimile: + 61 2 9959 0099 Email: info@whiteenergyco.com ABN 62 071 527 083
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