Yancoal Australia Ltd. · ASX:YAL
Yancoal Australia — Sydney Mining Club (February 2021)
17 slides from Yancoal Australia's conference presentation, Feb 4, 2021
Slide 1: ASX Release: More than Mining - Sydney Mining Club
YANCOAL AUSTRALIA LTD ADDRESS: Level 18, Tower 2, 201 Sussex Street, Sydney NSW 2000 PHONE: 61 2 8583 5300 FAX: 61 2 8583 5399 WEBSITE: www.yancoal.com.au 4 February 2021 For personal use only ASX Release: More than Mining - Sydney Mining Club Yancoal Australia CEO, David Moult, will be speaking at
Slide 2: More than Mining - Sydney Mining Club
For personal use only Yancoal Australia Ltd More than Mining Sydney Mining Club 4 February 2021
Slide 3: Important Notice and Disclaimer
Important Notice and Disclaimer Acceptance - This presentation is issued by Yancoal Australia Limited ABN 82 111 859 119 (“Yancoal”). By accepting, accessing or reviewing this presentation, you acknowledge and agree to the terms set out in this Important Notice and Disclaimer. For personal use only
Slide 4: Important Notice and Disclaimer (Continued)
Important Notice and Disclaimer (Continued) Reserves and Resources Reporting - In this presentation, references to mineral resources (“Resources”) and ore reserves (“Reserves”) for Yancoal are compliant with the Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserv
Slide 5: Dispelling Common Misconceptions about Yancoal
Dispelling Common Misconceptions about Yancoal For personal use only • Yancoal is an Australian listed company (with a dual listing in Hong Kong) • Yancoal only has Australian assets • Yancoal product is exported to overseas markets • Yancoal’s markets are diverse (no country contributes over 25% of
Slide 6: Track record of Commitment to, and Investment in, Australia
Track record of Commitment to, and Investment in, Australia • 16 years of investment in the For personal use only Australian coal industry • Now one of Australia’s largest coal exporters: combined ROM production of ~75Mt from all operations in 20201 • Ongoing industry consolidation could provide fur
Slide 7: Publicly Listed in Australia & Hong Kong
Publicly Listed in Australia & Hong Kong • Yancoal is listed on the ASX, with a dual primary listing on HKEX For personal use only • Largest pure-play coal company on ASX by market capitalisation (~$3 billion) • Over 3,300 shareholders • Majority shareholder is Yanzhou Coal Mining Company (~62%), wh
Slide 8: Only Australian Assets
Only Australian Assets For personal use only On 100% basis, Yancoal-associated operations produce a total of 57 million tonnes of saleable coal 1 Yancoal owns, operates or has an interest in 11 mines across Australia 7 1 Equity Accounted in Yancoal Group financial accounts until 16 December in 2020
Slide 9: Our Product is Valued Across a Range of Export Markets
Our Product is Valued Across a Range of Export Markets For personal use only • Export markets across the Asian Basin • Over the past 5 years, on average, China has generated 16% of revenue 2019 • Diverse customer base assisted in addressing China import restrictions • Our high-quality coal is valued
Slide 10: Major Employer for Regional Australia
Major Employer for Regional Australia For personal use only • ~4,400 full time employees across 3 states, earning salaries of $551 million • ~4,800 service providers and suppliers supported across Australia • Yancoal operations, on direct and value-add basis, support over 43,000 jobs Yancoal employe
Slide 11: Significant Contributor to All Levels of Australian Government
Significant Contributor to All Levels of Australian Government For personal use only • ~$590 million paid to governments in 2019 • Released first Tax Transparency Report in 2020 • Anticipated that future operating profits could recoup tax losses and put Yancoal in a corporate tax payable position, w
Slide 12: Generating Prosperity For Australia and Profits for Shareholders
Generating Prosperity For Australia and Profits for Shareholders For personal use only • Since 2004, Yancoal has generated +$10 billion in FDI for Australia • In 2019, on a direct and value-add basis, contributed ~$8.6 billion to the Australian economy • Yancoal has paid dividends to shareholders of
Slide 13: Well Positioned for Further Australian Expansion
Well Positioned for Further Australian Expansion For personal use only • Strategy of expansion through combination of organic growth and acquisitions • Growth underpinned by existing tier-one/long-life assets and supportive shareholders • Yancoal is willing to invest in the Australian coal industry
Slide 14: Expansion Opportunities
Expansion Opportunities For personal use only • MTW: Coal resource identified that could support an underground operation with potential annual production of saleable coal of around 5Mt • Moolarben: Approvals received to increase annual ROM production from 21Mt to 24Mt (16Mt open cut + 8Mt undergrou
Slide 15: Lake Kepwari: A Benchmark Example of Responsible Mining
Lake Kepwari: A Benchmark Example of Responsible Mining For personal use only • Transformed former open-cut mining pit into a landmark water sports attraction, which will diversify Collie’s economy and provide jobs • Importantly, Yancoal fully relinquished part of the mining lease on completion of t
Slide 16: Welcome Questions
For personal use only Welcome Questions
Slide 17: For personal use only
For personal use only ‘ YANCOAL RB K Fl AA al Darling Park, Tower 2, Level 18, 201 Sussex Street, Sydney NSW 2000 +61 2.8583 5300. yancoal.comau
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