Clara Resources Australia Limited · ASX:C7A
Clara Resources Australia — Investor Presentation (December 2024)
26 slides from Clara Resources Australia's investor presentation, Dec 17, 2024
Slide 1: Investor Presentation – Ashford Coking Coal Project
INVESTOR PRESENTATION ASHFORD COKING COAL PROJECT DECEMBER 2024 ASX|C7A
Slide 2: Important Information and Disclaimer
DISCLAIMER IMPORTANT INFORMATION AND DISCLAIMER This Investor Presentation is dated 16 December 2024 and has been prepared, approved and authorised for despatch by Clara Resources Australia Limited (“Clara” or the “Company”). By attending an investor presentation or briefing, or accepting, accessing
Slide 3: Disclaimer
DISCLAIMER INVESTMENT RISK All investments in securities are subject to known and unknown risks, including an investment in Clara shares. Some of these risks are beyond the control of Clara and its directors and officers, and Clara does not guarantee any particular rate of return or level of perform
Slide 4: Investment Highlights
INVESTMENT HIGHLIGHTS 01 02 03 04 100% Scoping study Low risk small Viable ownership of outlines open cut mine infrastructure coking coal potential for with modest path via resource with strong capex trucking and extension economic requirement existing rail potential returns* networks *Investors sho
Slide 5: Ashford Coking Coal Project
ASHFORD BRISBANE COKING COAL PROJECT NORTH POTENTIAL TO PRODUCE SEMI- STAR MOREE HARD COKING COAL SOUGHT BY GLOBAL STEELMAKERS ASHFORD NARRABRI HV Rail Network GILGANDRA DUBBO NEWCASTLE
Slide 6: 100%-Owned Ashford Location & Tenements
100%-OWNED ASHFORD LOCATION & TENEMENTS o Comprises 2 x exploration leases 100% Ownership EL6234 & EL6428 Completed acquisition of Renison Coal Pty Ltd (owner of Ashford) from Savannah Goldfields in o Open cut mined May 2024 from 1954 to 1989 supplying coal to the Ashford power station o No legacy e
Slide 7: Ashford will be a Conventional Open Cut Mine Utilizing Proven Technology & Mining Methods
Ashford will be a Conventional Open Cut Mine Utilizing Proven Technology & Mining Methods Mine Plan, 6 months CLEAN COAL Mine Plan, 12 years COMPOSITE ANALYSIS CSR Index 45 - 55 Vol Mat 22% - 25% Ash 9% - 10.5% Sulphur 0.4% - 0.5% Phos 0.03% - 0.04% CSN 5.5 – 6.5 FC 9 66% - 68% Testwork shows clean
Slide 8: ARTC Inland Rail Project changes operability and economics of Project
The ARTC Inland Rail Project changes operability and economics of Project. It is complete to North Star – near perfect for Ashford Connects Ashford to Hunter Valley rail network and Newcastle port v
Slide 9: Path to Monetisation
PATH TO MONETISATION FOOTPRINT RESOURCE PRODUCTION1 REVENUE1 $2.5bn 14km2 14.7Mt 11.9Mt Mine XXX Gross Life of Over two Indicated and Run of mine Mine revenue exploration Inferred coal licences in Mineral production $210M New South Resource with Wales scope for Pre Tax NPV increase 1. Investors shou
Slide 10: Scoping Study March 2024 – Highlights
SCOPING STUDY MARCH 2024 –HIGHLIGHTS o Study demonstrates strong economic, technically robust Coking Coal operation o Modest capex estimate of Au$133.6m, of which Au$100.3m is pre-production o Estimated mine life of 12 years, averaging 1Mtpa ROM o Project NPV10 of Au$156m (post-tax)and initial payba
Slide 11: Project Development Activities
PROJECT DEVELOPMENT ACTIVITIES PATH TO FINALISING PFS
Slide 12: Access Agreements
Ashford Stakeholder Engagement ACCESS AGREEMENTS Made with: o Pastoralists o Gomeroi NTAs Regular Consultation with: o IRC & GSC C7A Corporate Update 12 o Chambers of Commerce o Landcare Groups o State member
Slide 13: Drilling – Resource Delineation
DRILLING – RESOURCE DELINEATION EL6428 o 4 x cored holes o 9 x chip holes Purpose TARGET MINING o Upgrade resource to measured & AREA indicated o Verify depth, thickness & structure o Coal quality data, including coking properties o Washability C7A Corporate Update 13 HISTORIC WORKINGS Essential for
Slide 14: Maiden Drilling – Resource Extension into EL6428
MAIDEN DRILLING – RESOURCE EXTENSION INTO EL6428 EL6428 Exploration Drilling Program • 4 x chip holes • 4 x cored holes Purpose • Declare maiden JORC resource • Verify seam depth, thickness & structure 14 • Provide coal quality data, incl coking properties • Generate preliminary washability data
Slide 15: Drilling – Environmental / Permitting
DRILLING – ENVIRONMENTAL / PERMITTING o ~30 holes Important component of Baseline Environmental Study Program Purpose o Installation of monitoring bores & piezometers o Identification of groundwater resources o Potential impact of mining on water users o Design of groundwater monitoring network o De
Slide 16: Ashford Coking Coal Project – Project Milestones
ASHFORD COKING COAL PROJECT – PROJECT MILESTONES PROJECT MILESTONE SCHEDULE 3 months 6 9 12 15 18 21 24 27 30 33 36 39 42 45 PFS Drilling Program Pre-Feasibility Study Environmental Baseline Studies EIS Preparation, submit Approval Process Prodution Drilling Program C7A Corporate Update 16 Feasibili
Slide 17: Near Term Deliverables / Opportunities
NEAR TERM DELIVERABLES / OPPORTUNITIES 01 DRILLING PFS CORPORATE Resource extension LOM Resource Aim to secure drilling with potential delineation adjacent resource significant uplift positions Environmental work program
Slide 18: Potential to secure adjacent resource
Potential to secure adjacent resource Clara positions Whitehaven
Slide 19: Proposed Capital Raising
PROPOSED CAPITAL Exploration Costs of the Offer RAISING Program $450,000 $200,000 Working Capital $370,000 Clara is seeking to raise $2.12m(before costs) under a 1:1 Accelerated Rights Issue to raise $1.7m and Placement to raise $0.42m at $0.006 per share. These funds will be used predominantly to f
Slide 20: Contact Us
CONTACT US PETER WESTERHUIS – MD & CEO PH ONE N U MB E R 0427 123 171 E MAIL AD DR ES S pwesterhuis@clararesources.com.au A DD RE S S 19/10 Eagle Street, Brisbane QLD Aus 4000
Slide 21: Appendix – Risk Factors
APPENDIX 1 – RISK FACTORS INTRODUCTION • There are risks involved with participating in the Offer and holding Shares in Clara Resources Australia Limited (the “Company”, “Clara”, "we" or "us"). Certain risks are specific to an investment in the Company and others are specific to investing in and hol
Slide 22: Appendix – Risk Factors: Funding
APPENDIX 1 – RISK FACTORS CURRENT AND FUTURE SOURCES OF FUNDING The Company’s ability to effectively implement its business strategy over time may depend in part on its ability to raise additional funds. There can be no assurance that any such equity or debt funding will be available to the Company
Slide 23: Appendix – Risk Factors: Mine Development Risk
APPENDIX 1 – RISK FACTORS MINE DEVELOPMENT RISK Future development of a mining operation at the Ashford Coking Coal Project or any of Clara’s other current or future projects is dependent on a number of factors including, but not limited to, the acquisition and/or delineation of economically recover
Slide 24: Appendix – Risk Factors: Land Access and Native Title
APPENDIX 1 – RISK FACTORS LAND ACCESS RISK Land access is critical for exploration and evaluation to succeed. In all cases the acquisition of prospective tenements is a competitive business, in which propriety knowledge or information is critical and the ability to negotiate satisfactory commercial
Slide 25: Appendix – Risk Factors: Operational Risks and Costs
APPENDIX 1 – RISK FACTORS OPERATIONAL RISKS AND COSTS Prosperity for the Company will depend largely upon an efficient and successful implementation of all the aspects of exploration, developments, business activities and management of commercial factors. Exploration has been and will continue to be
Slide 26: Appendix – Risk Factors: International Conflicts and Government Policy
APPENDIX 1 – RISK FACTORS INTERNATIONAL CONFLICTS RISK The ongoing military conflict between Russia and Ukraine, and recent conflict in Israel and Gaza, are having a material effect on the global economy. These hostilities have created uncertainty for capital markets around the world, and this uncer
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