Yancoal Australia Ltd. · ASX:YAL

Yancoal Australia — Shareholder Meeting (December 2017)

9 slides from Yancoal Australia's shareholder meeting presentation, Dec 15, 2017

  1. Slide 1: General Meeting Chief Executive Officer Presentation

    Yancoal Australia Ltd General Meeting For personal use only Chief Executive Officer Presentation 15 December 2017

  2. Slide 2: Yancoal Group post acquisition

    Yancoal Group post acquisition For personal use only Operate Six Sites  Mt Thorley  Warkworth  Hunter Valley Operations  Moolarben  Stratford Duralie  Yarrabee Manage Five Sites  Watagan - Austar, Ashton, Donaldson  Yanzhou - Cameby Downs, Premier Middlemount Joint Venture  ~50% share in Mi

  3. Slide 3: Yancoal Australia Structure

    Yancoal Australia Structure For personal use only Notes: 1 Ownership on a pro forma basis for the Coal & Allied Acquisition and Glencore Transaction 2 Watagan is owned but not controlled by Yancoal Australia 3

  4. Slide 4: Largest pure-play coal producer

    Largest pure-play coal producer Top 3 by reserves and production For personal use only Marketable Coal Reserves (100% basis, Bt) Yancoal Coal & Allied 1.6 3.3 2.2 0.8 0.7(7) 0.9 0.7 N/A N/A 0.5 0.4 0.3 (1) (3) (4) (5) (6) Pro Forma Source: Wood Mackenzie – Dataset: May 2017, company filings CY16A Sa

  5. Slide 5: Year Ahead

    Year Ahead For personal use only  Improved market conditions  Maximise sustained positive coal prices  Increased production outlook: 20.0 – 23.0 million tonnes equity*  Ramp up of Moolarben underground  C&A integration going well  Glencore HVO joint venture expected to complete first quarter 

  6. Slide 6: Disclaimer

    Disclaimer For personal use only Summary of information This Presentation contains summary information about Yancoal Australia Ltd (“Yancoal”, “Yancoal Australia” or the “Company”) and its subsidiaries and their activities. It should be read in conjunction with Yancoal’s other periodic and continuou

  7. Slide 7: ASX Release: CEO Presentation speech notes

    YANCOAL AUSTRALIA LTD ADDRESS: Level 26, 363 George Street Sydney NSW 2000 PHONE: 61 2 8583 5300 FAX: 61 2 8583 5399 WEBSITE: www.yancoalaustralia.com.au For personal use only 15 December 2017 NOT FOR DISTRIBUTION OR RELEASE IN THE UNITED STATES ASX Release: Yancoal Australia Ltd General Meeting Chi

  8. Slide 8: Speech notes: Largest pure-play coal provider, Year ahead

    SLIDE 4 – Largest pure-play coal provider As forecast in the entitlement offer booklet, the successful C&A transaction has significantly increased Yancoal’s reserve and saleable production output expectations to establish Yancoal as a leading operator For personal use only within the Australian reso

  9. Slide 9: Media enquiries contact

    For media enquiries, contact: James Rickards General Manager Investor Relations and Corporate Affairs Ph: +61 2 8583 5300 Mobile: +61 419 731 371 For personal use only Email: James.Rickards@yancoal.com.au YANCOAL AUSTRALIA LTD –ASX RELEASE DECEMBER 2017 |3

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