Slide 1: September 17 Quarterly Presentation
For personal use only SEPTEMBER 17 QUARTERLY PRESENTATION
Slide 2: Important Information
IMPORTANT INFORMATION For personal use only This document has been prepared by Stanmore Coal seek appropriate advice, including financial, legal and earnings and estimates are provided as a general guide Limited (“Stanmore Coal”) for the purpose of providing a taxation advice appropriate to their ju
Slide 3: Stanmore Coal Overview: The Right Path to Value
STANMORE COAL OVERVIEW THE RIGHT PATH TO VALUE For personal use only INDEPENDENT COAL COMPANY ASX code Share price Positioned in right commodity in the right time of the cycle . SMR A$0.3951 ISAAC PLAINS OPERATIONAL WITH DEMONSTRATED Shares Market cap PERFORMANCE 251,800,978 $99.5m1 Validation that
Slide 4: The Strategy into Action
THE STRATEGY INTO ACTION CASH GENERATION, CAPITAL LIGHT APPROACH AND FUNDING ALL IN PLACE DRIVING CERTAINTY IN STRATEGIC OUTCOMES For personal use only 2017 2018–2019 2020–2025 2025 onwards CURRENT POSITION PHASE 1 – SHORT TERM PHASE 2 – MEDIUM TERM PHASE 3 – LONG TERM • ‘Sweat’ the asset to 3Mt pro
Slide 5: Health and Safety
CURRENT POSITION HEALTH AND SAFETY Platform Acquisition THE PERFORMANCE OF A KEY PILLAR IN THE BUSINESS IS BACK ON TRACK WITH A 16% REDUCTION YTD ON THE FY17 RESULT For personal use only Value Drivers Reliability Established Dragline Utilisation STANMORE COAL SAFETY STATISTICS – PAST 12 MONTHS TO DA
Slide 6: The Current Position in the Strategy
CURRENT POSITION THE CURRENT POSITION IN THE STRATEGY Platform Acquisition STRONG QUARTERLY RESULTS AHEAD OF OR IN LINE WITH EXPECTATIONS ARE REINFORCING STANMORE’S ABILITY TO DELIVER THE NEXT For personal use only Value Drivers PHASES OF THE STRATEGY Reliability Established Dragline Utilisation Ope
Slide 7: Operational Performance: Mining Physicals
CURRENT POSITION OPERATIONAL PERFORMANCE Platform Acquisition THE PERFORMANCE IN THE MINING PHYSICALS CONTINUES TO DEMONSTRATE CONTINUOUS IMPROVEMENT AND ALIGNMENT For personal use only Value Drivers TO SUPPORT FULL YEAR GUIDANCE Reliability Established Dragline Utilisation Operational Performance P
Slide 8: Operational Performance: CHPP and Cost Outcomes
CURRENT POSITION OPERATIONAL PERFORMANCE Platform Acquisition CHPP AND COST OUTCOMES BRINGING CERTAINTY TO THE SUBSTANTIAL VALUE TO BE GENERATED AT ISAAC PLAINS EAST For personal use only Value Drivers Reliability Established Dragline Utilisation Operational Performance PRODUCT TONNES PRODUCED FOB (
Slide 9: Short Term: Maximising Current Assets, Coal Prices
SHORT TERM – PHASE 1 OF THE STRATEGY SHORT TERM Maximising current assets MANAGEMENT’S VIEW IS MAINTAINED THAT PRICES REMAIN SUPPORTED IN THE MEDIUM TERM, AT LEVELS TO INCENTIVISE CAPITAL INVESTMENT For personal use only Value Drivers IPC CHPP to 3.0Mt Product DECISIONS TO REPLACE DEPLETING SUPPLY S
Slide 10: Short Term: Isaac Plains Complex Utilisation
SHORT TERM – PHASE 1 OF THE STRATEGY SHORT TERM Maximising current assets THE INCREASED UTILISATION OF ISAAC PLAINS COMPLEX ASSETS IS SIGNIFICANTLY DE-RISKED WITH THE PROGRESS OF ISAAC PLAINS EAST For personal use only Value Drivers IPC CHPP to 3.0Mt Product APPROVALS AND PROGRESS OF THE ISAAC PLAIN
Slide 11: Medium Term: The Strategy to Certainty
PHASE 2 – THE STRATEGY TO CERTAINTY MEDIUM TERM Right scale of acquisition with capital discipline LOW COST, LOW CAPITAL ACQUISITION TO PROVIDE RUNWAY AND EBITDA GROWTH, COUPLED TOGETHER WITH ‘SWEATING’ OUR ASSETS, For personal use only Value Drivers WILL BRING STRATEGY TO CERTAINTY OC and UG Capabi