Stanmore Resources Ltd · ASX:SMR
Stanmore Resources — Stanmore Coal — Shareholder Meeting (November 2011)
16 slides from Stanmore Resources's shareholder meeting presentation, Nov 30, 2011
Slide 1: AGM Presentation November 2011
For personal use only AGM Presentation November 2011
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: Investment highlights
Investment highlights 1 Attractive pipeline of Queensland coal projects at various stages of development For personal use only − Two development projects located in the Bowen and Surat Basin’s to produce coking and export thermal coal − Five Bowen Basin exploration projects comprising predominantly
Slide 4: Stanmore Coal Overview
Stanmore Coal Overview Coal development and exploration company Key Metrics For personal use only Portfolio of coking, PCI and export thermal coal targets in ASX Code SMR prime coal areas Shares on issue 127.2m 1 First coal production scheduled for 2015 – targeting 7Mtpa Current share price A$
Slide 5: Stanmore Coal Projects (all 100% owned)
Stanmore Coal Projects (all 100% owned) The Range For personal use only Open cut export quality thermal coal project located 27km SE of proposed Surat Basin rail line. 94Mt Reserves1, and 229Mt JORC Indicated + Inferred Resources2 and 60 -70Mt Exploration Target3. PFS recently completed. Target of
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 adjacent to existing or planned rail and port facilities Rail The Range: existing QR Moura line and tie-in to Surat Basin Rail (2015) Mackenzie
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 Reserves1 − 229Mt JORC Resource (151Mt Indicated, 78Mt Inferred) − 60 – 70Mt additional Exploration Target2 High energy export quality thermal coal Open
Slide 8: The Range Project Pre-feasibility study results
The Range Project Pre-feasibility study results For personal use only Asset Description Key Highlights The Range, Surat Basin Confirmed the technical and economic feasibility of the project Project (Queensland) Increased the life of mine from 18 to 26 years JORC Resources1 / Coal Reserves2 229Mt
Slide 9: Mackenzie Project
Mackenzie Project Asset Overview For personal use only Bowen Basin – 100% owned Open cut coking coal deposit − 23km of strike (Burngrove Formation) − Main coal seams occur at depths between 10 – 110m Growing Resource base − 143Mt JORC Resource (26Mt Indicated, 118Mt Inferred) Recently complete
Slide 10: Exploration Projects: Belview Overview
Exploration Projects Belview Overview 100% owned For personal use only Recently completed the initial 6 hole drilling program 95Mt initial JORC Inferred Resource − Calculated from the Gemini seam only Exploration Target1 of 205 – 345Mt2, covers western 26% of lease Additional drilling progra
Slide 11: Exploration Projects: Tennyson Overview
Exploration Projects Tennyson Overview 100% owned For personal use only Prospective for underground coking and export thermal coal Located adjacent to Emerald Initial scout drilling program complete Exploration Target1 of 220 – 290Mt Further drilling programme planned for H2 2011 Targeti
Slide 12: Exploration Projects: Kerlong Overview
Exploration Projects Kerlong Overview 100% owned For personal use only Targeting high quality, underground coking and PCI coal Drilling programme commenced Target seams mined nearby including: − Burton (Peabody) − South Walker Creek (BHP Mitsubishi) − Carborough Downs (Vale) − Coppabella (Maca
Slide 13: 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 Exploration program planned for 1H 2012 Along structural trend from Yarrabee Mine (Felix Resources/Yancoal) Targeting up-thrust Rangal Coal Measures
Slide 14: Key milestones
Key milestones Next 12 months For personal use only H2 2011 H1 2012 H2 2012 2015 Pre Feasibility Study Commence feasibility Continued drilling at Target first coal completed at The study at The Range The Range to production Range upgrade Reserves from both Projects Undertake Mackenzie and
Slide 15: Supplementary Slides
For personal use only Supplementary Slides 14
Slide 16: Reserves, Resources and Exploration Targets
Reserves, Resources and Exploration Targets JORC Marketable JORC Recoverable JORC Indicated JORC Inferred Additional Exploration For personal use only Project Coal Reserve (1) (2) Coal Reserve (1) (2) Resource (1) Resource (1) Target (3) Low High The Range Thermal 94.2 117.5 151.0 78.0 60 70 Mackenz