Stanmore Resources Ltd · ASX:SMR
Stanmore Resources — Stanmore Coal — RBS Morgans Emerging Coal Conference (June 2012)
22 slides from Stanmore Resources's conference presentation, Jun 13, 2012
Slide 1: RBS Morgans Emerging Coal Conference
For personal use only RBS Morgans Emerging Coal Conference Nick Jorss – Managing Director June 2012
Slide 2: Important information
Important information This document has been prepared by Stanmore Coal Limited (“Stanmore Coal”) for the purpose of providing a company and technical overview to interested analysts/investors. None of Stanmore Coal, nor any of its related bodies corporate, their respective directors, partners, emplo
Slide 3: Stanmore Coal Overview
Stanmore Coal Overview Coal development and exploration company For personal use only Portfolio of coking, PCI and export thermal coal targets in prime Key Metrics coal areas ASX Code SMR Shares on issue 160.2m First coal production scheduled for 2015 (1) Current share price A$0.46 Market Capi
Slide 4: Strong Board and Management Team
Strong Board and Management Team NEVILLE SNEDDON NICK JORSS STEPHEN BIZZELL VIV FORBES ANDREW MARTIN For personal use only Managing Director Director Director Chairman Director Mining engineer with 37 20 years in engineering, Extensive experience in Over 40 years of Bowen Basin 15+ years in investme
Slide 5: Stanmore Coal projects (all 100% owned)
Stanmore Coal projects (all 100% owned) The Range For personal use only Open cut thermal coal project located 27km SE of proposed Surat Basin rail line. 94Mt Reserves(1), and 260Mt JORC Indicated + Inferred Resources(2) and 60 -70Mt Exploration Target(3). PFS completed. Target of 5Mtpa of saleable
Slide 6: A clear path to key customers
A clear path to key customers Well located to all key markets including Japan, For personal use only China, Korea and India All projects are located close to existing or planned rail and port facilities Rail The Range: existing QR Moura line and tie-in to Surat Basin Rail (2015) Bowen Basin
Slide 7: The Range Project – Surat Basin
The Range Project – Surat Basin Asset Overview 100% owned For personal use only Significant Reserve/Resource base − 94Mt JORC Marketable Coal Reserves(1) − 260Mt JORC Resource (184Mt Indicated, 76Mt Inferred) − 60 – 70Mt additional Exploration Target(2) Open cut mining operation over 26 year min
Slide 8: The Range Project Coal quality
The Range Project Coal quality High energy export thermal coal For personal use only Surat Basin coals are typically clean burning with good burnout characteristics and low nitrogen, ash and sulphur Suitable for all key markets including Japan, China, Korea and India Recent marketing trip to J
Slide 9: The Range Project Pre-feasibility study results
The Range Project Pre-feasibility study results Asset Description Key Highlights For personal use only The Range, Surat Basin Confirmed the technical and economic feasibility of the project Project (Queensland) Attractive ROM strip ratio(4) averages 6.7bcm/t JORC Resources(1) / Coal Reserves(2)
Slide 10: The Range Project Site layout
The Range Project Site layout For personal use only Proposed site layout Mine industrial area layout Coal product flow sheet 9
Slide 11: Exploration Projects EPC's 1274/76 Overview
Exploration Projects EPC’s 1274/76 Overview 100% owned (pending Ministerial approval) For personal use only Potential for export quality thermal coal within 1371km2 tenements 130-195Mt Exploration Target defined at two locations Multiple additional targets identified with existing drill interc
Slide 12: Exploration Targets EPC's 1274/76
For personal use only Exploration Targets EPC’s 1274/76 Two initial focus areas • Grange – 12.2m cum. coal including 6.0m from 115 – 121m • Liberty – 8.5m cum. coal including 6.0m coal from 90-135m • Infill drilling is required to define a JORC Resource • Significant coal intersections will be teste
Slide 13: The Range and Infrastructure Target Development Timeline
The Range and Infrastructure Target Development Timeline For personal use only Port and Rail infrastructure expected to be available Q2 2011 Q2 2011 Q1 2012 Q3 2012 Q2 2013 Q4 2014 Q3 2015 Initial Resource Submit EIS Complete ML/EA application Complete Ramp up marketable drilling at the feasibility
Slide 14: Exploration Projects Belview Overview
Exploration Projects Belview Overview 100% owned For personal use only 95Mt initial JORC Inferred Resource (Gemini seam only) Exploration Target(1) of 205 – 345Mt(2), covers western 26% of lease Plan to undertake an additional drilling programme in 2012 to extend the existing Inferred Resource
Slide 15: Mackenzie Project Asset Overview
Mackenzie Project Asset Overview For personal use only Bowen Basin – 100% owned Open cut coking coal deposit − 27km of strike (Burngrove Formation) − Main coal seams occur at depths between 10 – 110m Significant Resource base − 143Mt JORC Resource (25.7Mt Indicated, 117.5Mt Inferred) Review of
Slide 16: Exploration Projects Tennyson Overview
Exploration Projects Tennyson Overview For personal use only 100% owned Prospective for underground coking and export thermal coal Exploration Target(1) of 220 – 290Mt 2012 drilling programme underway targeting initial JORC Inferred Resource Drill results to date (depth from 150m) have excee
Slide 17: Exploration Projects Kerlong Overview
Exploration Projects Kerlong Overview 100% owned For personal use only Targeting high quality, underground coking and PCI coal Exploration programme commenced Target seams mined nearby including: − Burton (Peabody) − South Walker Creek (BHP Mitsubishi) − Carborough Downs (Vale) − Coppabella (M
Slide 18: Exploration Projects New Cambria Overview
Exploration Projects New Cambria Overview 100% owned For personal use only Potential for low-volatile, high energy, low to medium ash PCI coal Seismic program planned for 1H 2012 Along structural trend from Yarrabee Mine (Felix Resources/Yancoal) Targeting up-thrust Rangal Coal Measures with
Slide 19: Key Milestones
Key Milestones Next 12 months For personal use only H2 2011 H1 2012 H2 2012 2015 Bankable Feasibility Upgrade Reserves Pre Feasibility Study Target first coal Study at The Range and Resources at the completed at The production commenced Range Range from The Range Projects EIS for The Range
Slide 20: Summary
Summary 1 Attractive pipeline of Queensland coal projects at various stages of development For personal use only − The Range on track for 2015 production to produce export thermal coal, Mackenzie optimisation work continuing − Five Bowen Basin exploration projects comprising predominantly coking co
Slide 21: Supplementary Slides
For personal use only Supplementary Slides 20
Slide 22: Reserves, Resources and Exploration Targets
Reserves, Resources and Exploration Targets JORC Marketable JORC Recoverable JORC Indicated JORC Inferred Additional Exploration Project For personal use only Coal Reserve (1) (2) Coal Reserve (1) (2) Resource (1) Resource (1) Target (3) Low High 76 The Range Thermal 94.2 117.5 184 60 70 Mackenzie C
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