New Age Exploration Limited · ASX:NAE
New Age Exploration — Investor Presentation (August 2011)
17 slides from New Age Exploration's investor presentation, Aug 19, 2011
Slide 1: Colombian Coal Investor Presentation
For personal use only Colombian Coal Investor Presentation August 2011
Slide 2: Important Notices and Forward Looking Statements
IMPORTANT NOTICES AND FORWARD LOOKING STATEMENTS This presentation is for limited circulation to selected recipients. It is provided on a strictly private and confidential basis to be used solely by the recipient and their professional advisors. It must not be made available to, or discussed with, a
Slide 3: Investment Highlights
INVESTMENT HIGHLIGHTS • Successfully completed 5 transactions within a 3 month period – 3 coking coal and For personal use only 2 thermal coal • Subachoque Hard Coking Coal Project – Stage 1: Targeting production of 300ktpa commencing within 12 months – Stage 2: JORC Resource definition & commence p
Slide 4: Corporate Profile
CORPORATE PROFILE For personal use only Corporate Snapshot Share Price Performance 14.0 $0.18 ASX Code NAE FL2‐151 Acquisition JBI‐11091 Acquisition q $0.16 12 0 12.0 NAE share price (as at 16 August 2011) A$0.125 La Miel Acquisition $0.14 Total shares on issue 97.2m 10.0 $0.12 Share price (A$/share
Slide 5: Colombia – An Emerging Investment Destination
COLOMBIA – AN EMERGING INVESTMENT DESTINATION For personal use only • Colombia in South & Central America Fraser Institute Ranking of South and Central American Countries (2010) – Democracy & free market economy 90 – Investment grade sovereign debt rating 76 78 79 80 75 (S&P: BBB‐) in line with Braz
Slide 6: Colombian Coal Overview
COLOMBIAN COAL OVERVIEW For personal use only • #1 South American coal resource base Major Colombian Coal Basins Thermal Coal 5.0 billion tonnes Coking coal & anthracite 1.4 billion tonnes Sub bituminous 0.4 billion tonnes Total coal 6.8 billion tonnes Source: Colombian Ministry of Mines & Energy •
Slide 7: Subachoque Coking Coal Project
SUBACHOQUE COKING COAL PROJECT Subachoque Syncline Concessions For personal use only • NAE has recently completed 3 transactions in the Subachoque Syncline – Located 40km from Bogota – Hosts high quality medium volatile hard coking coal • 887T (Terranova) – Currently in production – JORC conceptuall
Slide 8: Terranova – HCC Production Opportunity
TERRANOVA – HCC PRODUCTION OPPORTUNITY For personal use only • Currently produces 25ktpa medium volatile HCC and is Terranova Coking Coal Project permitted to October 2014 (887T) • Terranova RoM (unwashed) coal: 5.2% ash, 0.6% sulphur, 27.6% volatile matter & FSI of 9.0 • JORC Conceptual Exploration
Slide 9: Terranova Indicative Operating Parameters
TERRANOVA INDICATIVE OPERATING PARAMETERS For personal use only • Project team mobilised to site – scoping study commenced, targeting completion by end Q3 2011 • Initial discussions commenced with 3rd parties regarding indicative off take contracts Project Team at Terranova Terranova Mechanisation &
Slide 10: Subachoque Indicative Project Timeline
SUBACHOQUE INDICATIVE PROJECT TIMELINE 2011 2012 2013 2014 For personal use only Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Stage 1: Terranova Drilling Scoping Study Feasibility Study & Permitting Construction Production Stage 2: FL2‐151 Mapping & Trenching Drilling Scoping Study Feasibility Study &
Slide 11: NAE Partners - Unlocking the Challenge
NAE PARTNERS ‐ UNLOCKING THE CHALLENGE – Leading supplier of mining and mineral For personal use only processing equipment & consulting services to Colombian coal sector – Active in Colombia for over 25 years • Aurora exclusive agency arrangements with European equipment suppliers / consultants • Ca
Slide 12: Cesar Basin Thermal Coal Project
CESAR BASIN THERMAL COAL PROJECT For personal use only • NAE has acquired 3 concessions in world class Cesar Cesar Basin Concessions thermal coal basin – Current Cesar Basin production ~40Mtpa – Forecast to reach 70Mtpa by 2015 – High quality, low sulphur export thermal coal • GJP‐151 (La Miel) – Co
Slide 13: Corporate Activity in the Cesar Basin
CORPORATE ACTIVITY IN THE CESAR BASIN Corporate Activity in the Cesar Basin For personal use only • Profile of Cesar Basin has significantly increased as a result of recent corporate activity • Itochu acquisition of 20% interest in Drummond (June 2011) – Itochu acquired a 20% interest in Drummond’s
Slide 14: Colombian Logistics
COLOMBIAN LOGISTICS Current For personal use only • FENOCO operated concession • Extensive highway network and large trucking fleet – coal and coke trucked to Atlantic and Pacific export ports (up to 1,000km) • Multiple port options Future • FENOCO railway expansion to 100Mt by 2015 • CARARE railway
Slide 15: Investment Case Summary
INVESTMENT CASE SUMMARY For personal use only 1. Successfully completed 5 transactions within a three month period 2. Targeting hard coking coal production within 12 months – low capital intensity/high margin 3 P 3. Potential t ti l to t expand d hard h d coking ki coall production d ti within ithi
Slide 16: JORC Conceptual Exploration Targets
JORC CONCEPTUAL EXPLORATION TARGETS For personal use only JORC Conceptual Exploration Target Subachoque Project Hard Coking Coal (Mt) JBI‐11091 20.0 – 40.0 FL2‐151 10.0 – 18.0 887T (Terranova) 4 7 – 5.8 4.7 58 Total 34.7 – 63.8 Cesar Project Export Thermal Coal (Mt) GHN‐121 & GIK‐103 200 – 800 GJP‐1
Slide 17: For Further Information Please Contact
FOR FURTHER INFORMATION PLEASE CONTACT: Gary Fietz, Managing Director, New Age Exploration For personal use only Telephone: +61 3 9614 0600 Email: info@nae.net.au 17
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