Corcel Plc · LSE:CRCL
Corcel — Regency Mines — Investor Presentation (April 2018)
22 slides from Corcel's investor presentation, Apr 23, 2018
Slide 1: Regency Mines Corporate Presentation Q2 2018 Update
Regency Mines Corporate Presentation Q2 – 2018 Update London Stock Exchange AIM Listed: RGM
Slide 2: Regency Overview
Regency Overview Hydrocarbons Battery Metals Technology Transactions Metallurgical Coal Nickel-Cobalt EsTeq Ltd. Joint Ventures Coal Bed Methane Niobium/Tantalum Battery Storage Disposals “Energy Revolution” Battery Technologies Asset Sales Mining Technologies www.regency-mines.com Regency Mines PLC
Slide 3: Global Footprint
Global Footprint Mambare - PNG Nickel - Cobalt JORC Resource Large Scale and 3% Explored to Date Motzfeldt – Greenland Niobium + Tantalum JORC Resource Significant Upside Potential Met Coal Assets - USA JV Structure in Place with Legacy Hill Teaming to Build Large-Scale Met Coal Entity Curzon – OR,
Slide 4: Strategic Themes
Strategic Themes Battery Metals Hydrocarbons Battery Technologies o Mambare – Nickel / o Curzon - Coal Bed Methane o EsTeq – Energy Storage Cobalt Project Project Technologies o Battery Focused Subsidiary o Initial Investment – o Key Elements of Cathode o Natural Gas Whitecar Ltd Raw Materials o Cle
Slide 5: Exposure to Energy Storage Value Chain
Exposure to Energy Storage Value Chain Power Generation Grid Services / Storage Battery End-Uses (Whitecar) Power Transmission Gigafactories Battery Metals (Mambare- Clean Fossil Fuels Cobalt/Nickel) (Curzon – CBM) www.regency-mines.com Regency Mines PLC : AIM RGM
Slide 6: Mineral Projects
MINERAL PROJECTS
Slide 7: Metallurgical Coal Interests
Metallurgical Coal Interests ~50% o MOU/JV with Legacy Hill Resources in Place o Due Diligence on Producing Asset Underway o ~£60k to RGM Metallurgical Coal o Intention to Form Coal Roll-Up Vehicle US o (a) Initial Target – Producing Met Coal Asset Metallurgical Coal JV o (b) Additional Bolt-Ons Und
Slide 8: Mambare Nickel Cobalt Project
Mambare Nickel Cobalt Project Plateau o Lateritic nickel-cobalt project in Mambare Plateau, PNG o One of World’s Largest Laterite Deposits – 3% Drill Tested – Significant Upside Potential EL1390 Kokoda Township o 50:50 Joint Venture between RGM and Direct Nickel Ltd (Additional 1.36% indirect stake
Slide 9: Motzfeldt – Multi Element Project - Greenland
Motzfeldt – Multi Element Project - Greenland Inferred JORC MRE Acquired for Nominal Cost 340Mt @ 24km From (~£2.5k) – Several Millions Intl Airport 120ppm Ta2O54 Spent Historically 600ppm ZrO2 1,850ppm Nb2O5 Minimal Spend to Hold Licenses – On Care and Maintenance Niobum (Nb) Tantalum (Ta) REEs RGM
Slide 10: Oil & Gas
OIL & GAS
Slide 11: Curzon Energy Plc Overview
Curzon Energy Plc Overview Coal Bed Methane Gas Project – Acquired out of Bankruptcy 645 BCF Gas in Place 273 BCF of 2C contingent resources recoverable OR, USA Coos Bay, Oregon, USA – 45,370 acres / 400 potential well locations Curzon Energy Plc Listed in Sept ’17 on LSE Historic Spend Over $75m RG
Slide 12: Curzon Development Potential
Curzon Development Potential 5 Existing Wells “First Gas” Expected in H1 ‘18 Local gas prices $5/Mscf – $2/Mscf premium to US Henry Hub Workovers completed – drilling out inherited plugs 16 year track record of premium pricing Opening up Upper and Lower Coaledo to production Wells on track for comme
Slide 13: Natural Gas – Coal Bed Methane
Natural Gas – Coal Bed Methane 10% Natural Gas The “Fuel of the Future” – Cleanest Fossil Fuel and Key Part of US Energy Supply Dramatic Transformation Of US natural gas production comes from coal bed methane (CBM) CBM Former “Miner’s Curse” now an exciting commercial success story Coal Bed Methane
Slide 14: Existing Wells and 12in Pipeline
Existing Wells One of five existing wells on the property – 2 more to be drilled in Phase I 12in Pipeline Coos County Pipeline passes through property – Letter of Intent signed with operator to purchase Curzon gas at premium to HH www.regency-mines.com Regency Mines PLC : AIM RGM
Slide 15: Extensive Infrastructure
Extensive Infrastructure Oversized pads already pre-cleared - includes several new well locations www.regency-mines.com Regency Mines PLC : AIM RGM
Slide 16: EsTeq Limited
EsTeq Limited
Slide 17: Energy Storage Technologies
Energy Storage Technologies EsTeq Overview Created to invest in and develop Battery Technologies/Metals Current battery technologies rely energy technology projects and heavily on scarce and often previously applications ignored metals – Lithium, Cobalt, Nickel and others Grid Services Greater relia
Slide 18: EsTeq Investment Overview
EsTeq Investment Overview Whitecar Limited 5.8% o EV Only Rental Cars – 100% Electric Fleet o Tesla + ultimately other EVs o Order via app / no queuing/ once price / no extra charges o Car Share Rentals – Boost Fleet by renting Private Vehicles o Operating in the UK – European Expansion Underway o 5
Slide 19: Optimal Positioning
Optimal Positioning Battery Metals / Oil & Gas / Technology Focus on Cash Generation – Debt Free Geared to Energy Storage Disruptions Foundation for Outperformance www.regency-mines.com Regency Mines PLC : AIM RGM
Slide 20: Further Information
Further Information London Stock Exchange AIM listing: AIM:RGM Share Price: 0.53p Market Capitalisation: £4.19m Shares in Issue: 791,239,654 Directors: Andrew Bell Chairman and CEO Scott Kaintz Director and COO Edmund Bugnosen Non-Executive Director Corporate Advisers: Nominated Adviser Beaumont Cor
Slide 21: Further Information
Further Information Andrew Bell Chairman and CEO Email: Andrew.Bell@regency-mines.com Scott Kaintz Director and COO Email: Scott.Kaintz@regency-mines.com Business and Postal Address: We Work 71-91 Aldwych London WC2B 4HN , UK Phone: +44 (0)207 747 9960 Registered Office: 55 Gower Street London WC1E
Slide 22: Disclaimer
Disclaimer These presentation slides (the “Slides”) do not constitute an offer to the public or an offer for sale or solicitation to purchase or subscribe for any securities of the Company and they should not be relied on in connection with a decision to purchase or subscribe for any such securities