Cokal Limited · ASX:CKA
Cokal — Shareholder Meeting (November 2024)
18 slides from Cokal's shareholder meeting presentation, Nov 29, 2024
Slide 1: Bringing It All Together - Annual General Meeting
BRINGING IT ALL For personal use only TOGETHER ANNUAL GENERAL MEETING NOVEMBER 2024
Slide 2: Important Information and Disclaimer
Important Information and Disclaimer This presentation has been prepared by Cokal Limited (the Company or CKA). The information contained in this presentation is a professional opinion only and is given in good faith. The material in this presentation (“material”) is not and does not constitute an o
Slide 3: Cokal is emerging as a material global producer of metallurgical coals
Cokal is emerging as a material Global producer of high-quality metallurgical coals KEY ASSETS & STRATEGY ASX CODE SHARE PRICE Metallurgical Coal Mine Operations and Prospective CKA A$0.074a For personal use only Developments SHARES OUT MARKET CAPITALISATION ▪ One producing mine (Bumi Barito Mineral
Slide 4: Assets & Operations
For personal use only 1 Assets & Operations
Slide 5: BBM continues ramp-up of production of high-quality metallurgical coal
BBM continues ramp-up of production of high-quality metallurgical coal Production expansion to 2Mtpa of saleable metallurgical coal is forecast by 2026 BBM MINING OPERATIONS SALEABLE PRODUCTION FORECAST 2025 (Kt) a 120 BBM will continually expand production of high- Forecasts do not take into accoun
Slide 6: BBM has achieved a number of milestones over 2024
BBM has achieved a number of milestones over 2024 BBM UPDATE BBM PIT 3 OPERATIONS AND DEVELOPMENT BBM Operational Milestones a For personal use only ▪ As of October 2024 BBM has produced 80,000t of coal with a combination of LVHCC and PCI ▪ As of Q2 2024, BBM had shipped 34,370t of coal product to d
Slide 7: Investment in Coal Transport Infrastructure
Investment in Coal Transport Infrastructure Ownership of transport infrastructure has material strategic & operational advantages, and financial rewards Cokal has established PT Barito Samudera Nusantara (BSN) as a 100% owned subsidiary to own and operate critical coal transport infrastructure asset
Slide 8: Infrastructure Developments and Strategy
Infrastructure Developments and Strategy KEY INFRASTRUCTURE ASSETS MOHING HAUL ROAD Haul Road Development & Upgrades ▪ Maintenance and upgrading of critical sections ongoing, For personal use only including road paving, which is scheduled to be completed by Q2 2025. ▪ Construction of the semi-perman
Slide 9: TBAR – Drilling to commence on highly prospective project
TBAR – Drilling to commence on highly prospective project, with potential for extensive coal resources PROJECT LOCATION Project Overview ▪ Located in Central Kalimantan, Indonesia; contiguous to BBM - Cokal holds a 75% interest and is the project manager For personal use only - Large 18,850 ha. proj
Slide 10: Strategic Partnerships
For personal use only 2 Strategic Partnerships
Slide 11: Strategic Partnerships
Strategic Partnerships Cokal has secured a number of strategic partnerships that will add significant value to future operations Cratus Group ▪ A transformative transaction for Cokal that materially enhances capabilities across coal marketing, transport infrastructure, and For personal use only capi
Slide 12: Cratus strategic partnership and funding
Cratus strategic partnership and funding A transformative transaction that materially enhances capabilities across coal sales, transport infrastructure, and capital Transaction Overview For personal use only ▪ Cokal and Cratus are creating a strategic partnership that will transform Cokal’s ability
Slide 13: Underground Mine Development
Underground Mine Development An underground PCI coal mine will be developed at zero cost to Cokal Transaction Overview ▪ Cokal has partnered with mining contractor PT Cipta Bersama Indonesia Tbk (CBI) to develop an underground mining operation at Pit 1 For personal use only of the BBM Metallurgical
Slide 14: Strategic Agreements to Increase BBM's Near-term Production Capacity
Strategic Agreements to Increase BBM’s Near-term Production Capacity Cokal has entered into strategic agreements to facilitate the ramp-up of coal production at BBM, in an expedited timeframe, at lower production costs per tonne PETRINDO INFRASTRUCTURE JOINT VENTURE PETROSEA For personal use only ▪
Slide 15: Appendices
For personal use only 3 Appendices
Slide 16: Board & Key Management Profiles
Board & Key Management Profiles Cokal has a wealth of expertise and experience in its leadership team For personal use only Domenic Martino Allen Delbridge Karan Bangur Eddie Chin Sukardi Non-Executive Chairman Non-Executive Director Director and CEO President Commissioner of President Director of B
Slide 17: Appendix: BBM Mine Summary
Appendix: BBM is ramping-up production of high-quality metallurgical coal products BBM MINE SUMMARY BBM Location Puruk Cahu Regency of Central Kalimantan, Indonesia For personal use only Production a Ramping-up to saleable metallurgical coal production of 2.0Mtpa | Life-of-mine (LOM) Product mix: 60
Slide 18: Cokal Ltd contact details
For personal use only Cokal Ltd Jakarta: Sydney: The Bellezza Office Tower Level 5, 56 Pitt Street 21 Floor, Unit 3 & 5 Sydney Arteri Permata Hijau NSW 2000 Jalan Mayjen Soepeno Kav 34 Australia Permata Hijau, Kebayoran Lama Jakarta Selatan 10210 Domenic Martino (DMartino@cokal.com.au) Indonesia Kar