Bathurst Resources Ltd · ASX:BRL
Bathurst Resources — Shareholder Meeting (October 2013)
16 slides from Bathurst Resources's shareholder meeting presentation, Oct 31, 2013
Slide 1: Annual General Meeting October 2013
For personal use only ANNUAL GENERAL MEETING October 2013 Investor Presentation | April 2013 | 1
Slide 2: Important Notice
IMPORTANT NOTICE For personal use only This presentation has been prepared by and issued by Bathurst Resources Limited (“Bathurst”) to assist it in informing interested parties about the Company and its progress. It should not be considered as an offer or invitation to subscribe for or purchase any
Slide 3: Capital Structure Overview
CAPITAL STRUCTURE OVERVIEW For personal use only Capital Structure as of 30 September 2013 Substantial Holders Ticker (ASX / NZX) BRL Coupland Cardiff 13.7% Shares on issue 817.1m L1 Capital 12.5% Options & performance rights on Related Parties 2% 46.1m issue Market capitalisation(1) $137m Cash & sh
Slide 4: Investment Highlights
INVESTMENT HIGHLIGHTS For personal use only ♦ Cashflow positive 1. Domestic ♦ Demand driven by growth in South Island dairy production and other Operations industrial users ♦ No exposure to international coal price volatility and FX risk ♦ Flagship asset, over 6.3 Mt of resources of high quality met
Slide 5: Appeals Update
APPEALS UPDATE For personal use only ♦ High Court Appeal ♦ Application for Special Leave to Appeal to the Court of Appeal declined October 2013 ♦ No further avenue for appeal ♦ Supreme Court Appeal ♦ Climate change appeal dismissed September 2013 ♦ No further avenue for appeal ♦ Environment Court Ap
Slide 6: Escarpment Development Plan
ESCARPMENT DEVELOPMENT PLAN For personal use only ♦ 25 management plans to be submitted ♦ Council, Iwi & DoC approval ♦ Estimated 8 – 12 week timeframe ♦ Work programme and Authority to Enter and Operate ♦ On signing of management plans ♦ Earthworks commence ♦ Late January, early February 2014 ♦ Fir
Slide 7: The Buller Coal Project
THE BULLER COAL PROJECT For personal use only Stockton Plateau Denniston Plateau AGM Presentation |October 2013 | 7 Investor Presentation | April 2013 | 7
Slide 8: Escarpment Development Plan
ESCARPMENT DEVELOPMENT PLAN For personal use only 1: Green light on Escarpment ♦ Development phase ♦ Relatively short development phase ♦ Low CAPEX entry for project commencement 2: Site preparation 1-2 improvement to haul road months 3: First coal extraction • Expected initial begins, improvement t
Slide 9: Bathurst Targeted Production
BATHURST TARGETED PRODUCTION For personal use only 3,000 2 million tonnes 36 months 2,500 1 million tonnes 2,000 12 months Coal Sales (kt) 1,170 1,500 690 1,000 750 900 540 540 500 180 359 430 417 412 407 0 Year 0 Year 1 Year 2 Year 3 Year 4 Domestic Export Operations - Escarpment Export Operations
Slide 10: Buller Project Logistics
BULLER PROJECT LOGISTICS For personal use only AGM Presentation |October 2013 | 10 Investor Presentation | April 2013 | 10
Slide 11: Southland Assets
SOUTHLAND ASSETS For personal use only AGM Presentation |October 2013 | 11 Investor Presentation | April 2013 | 11
Slide 12: Board of Directors
BOARD OF DIRECTORS For personal use only Craig Munro, Non-Executive Chairman Accountant with 35+ years experience in mining Hamish Bohannan, Managing Director and CEO Mining Engineer with 35+ years experience in resources industry Toko Kapea, Non-Executive Director Lawyer specialising in iwi and Mao
Slide 13: Management Team
MANAGEMENT TEAM For personal use only Richard Tacon Chief Operating Officer Simon Doig Executive General Manager, Marketing & Business Development Marshall Maine Chief Financial Officer ♦ Sam Aarons Executive General Manager, Corporate Relations AGM Presentation |October 2013 | 13 Investor Presentat
Slide 14: Management Team
MANAGEMENT TEAM For personal use only Fiona Bartier General Manager – Projects and Planning Jason Hungerford Financial Controller Alison Brown General Counsel Craig Pilcher Mike Cameron General Manager – Domestic General Manager - Buller AGM Presentation |October 2013 | 14 Investor Presentation | Ap
Slide 15: Share price performance - indexed from July 2012
For personal use only 2 Share price performance - indexed from 31 July 2012 1.8 1.6 1.4 1.2 1 0.8 0.6 0.4 0.2 0 Guildford Bandanna Whitehaven Cokal Stanmore Cockatoo Carabella Res. Gen. New Hope Metrocoal Bathurst ASX 200 Res. AGM Presentation |October 2013 | 15 Investor Presentation | April 2013 |
Slide 16: Thank you
For personal use only Thank you AGM Presentation |October 2013 | 16 Investor Presentation | April 2013 | 16
Bathurst Resources — Shareholder Meeting (October 2013) on 6ix