Terracom Limited · ASX:TER
Terracom — Guildford Coal — Shareholder Meeting (October 2011)
27 slides from Terracom's shareholder meeting presentation, Oct 28, 2011
Slide 1: AGM Presentation
AGM PRESENTATION 28th October 2011
Slide 2: Cautionary Statement
Cautionary Statement The information contained in this document (Presentation) has been prepared by Guildford Coal Limited (Company). This presentation does not constitute an offer or invitation to any person to subscribe for or apply for any securities in the Company. While the information containe
Slide 3: Agenda
AGENDA Corporate Queensland Mongolia Moving forward to become the next independent ASX listed coal miner 3 Guildford Coal
Slide 4: Corporate
CORPORATE Townsville Port South Gobi Drilling 4 Guildford Coal
Slide 5: Corporate Snapshot
CORPORATE SNAPSHOT ASX Code: GUF Capital Structure Listed on ASX 22 July 2010 Share Price Chart Shares on Issue 419.7 million Share Price $1.005 (25/10/11) Market Cap A$440.7 million Options on Issue Nil Cash (30 Sep 2011) A$15 million Enterprise Value A$425.7 million 5 Guildford Coal
Slide 6: Corporate Highlights
CORPORATE HIGHLIGHTS • Strong share price performance since listing in July 2010 • Augmented the GUF Board with two Independent Directors in the Honourable Alan Griffiths and Mr Tony Bellas • Key Senior Management engaged to drive the commercialisation of our Projects • Mr Mark Turner as Chief Opera
Slide 7: Queensland Project Update
QUEENSLAND PROJECT UPDATE Overview Hughenden Sierra Kolan 7 Guildford Coal
Slide 8: Queensland Snapshot
QUEENSLAND SNAPSHOT Summary of Portfolio: Estimated 20,000km2 of exploration tenement located across Queensland’s major coal bearing Guildford basins including: Queensland • Bowen Projects • Galilee • Maryborough Target Coal Products: • Hard Coking • Thermal • PCI Priority Projects: • Hughenden Infe
Slide 9: Queensland project map
White Mountain Hughenden Sierra Kolan Monto Sunrise 9 Guildford Coal
Slide 10: Hughenden - Infrastructure
QUEENSLAND PROJECT UPDATE Hughenden - Infrastructure • Signed MOU with ARG, the QR National subsidiary in November 2010, ARG is the primary rail operator on the Mt Isa to Townsville rail line that traverses the Hughenden Project • Signed MOU with the Port of Townsville Limited to conduct a feasibili
Slide 11: Hughenden
QUEENSLAND PROJECT UPDATE Hughenden • Despite impact of long and heavy wet season combined with some poor drill performance in some localised difficult drilling conditions have made significant progress • Independent Geologists (Moultrie) have estimated a Maiden JORC Inferred Resource for EPC1477 of
Slide 12: Hughenden - White Mountain
QUEENSLAND PROJECT UPDATE Hughenden - White Mountain • White Mountains Project consists of the adjoining EPCa1250 and EPC1260 on north eastern edge of the Galilee Basin • Independent Geologists have developed an Exploration Target# for the White Mountain Project of 40 to 815Mt consisting of: Stylise
Slide 13: Hughenden
QUEENSLAND PROJECT UPDATE Hughenden EPC1478 - Betts Creek Coal Seam intersected at 200m depth EPC1477 - Maiden JORC Inferred Resource of 925.8Mt EPC1260 - Betts Creek Coal Seam intersected at 80m depth These intersections demonstrate the relatively flat dipping nature of the Betts Creek Beds in the
Slide 14: Sierra
QUEENSLAND PROJECT UPDATE Sierra Stanmore McKenzie River Project • Hard coking coal target in Fair Hill, Burngrove and 99Mt JORC Crocker Formations of Bowen Basin Queensland, Inferred Resource and additional 70- Aquila Australia 80Mt exploration Washpool Project target 138Mt JORC • Close to rail wit
Slide 15: Kolan
QUEENSLAND PROJECT UPDATE Kolan • Located in the hard coking coal bearing Maryborough Basin in Queensland, Australia • Estimated 23,700 hectares of coal exploration permit in two tenements which are 100% GUF owned – EPC1872 and EPC2003 • Exploration target is high value modest tonnage coking product
Slide 16: Overview of Goals for next Year
QUEENSLAND PROJECT UPDATE Overview of Goals for next Year • With ARG and POTL complete the feasibility on the Hughenden Coal Project transport and shipping solution (ARG/POTL) and progress to binding contracts • Expand the drill pattern on Hughenden Thermal Project – EPC1477 up dip and increase the
Slide 17: Mongolian Project Update
MONGOLIAN PROJECT UPDATE Overview South Gobi Middle Gobi 17 Guildford Coal
Slide 18: Mongolian Snapshot
MONGOLIAN SNAPSHOT Summary of Portfolio • South Gobi Project with 5 exploration licences and Middle Gobi Project with 2 exploration licences South Gobi Project: • South Gobi Project is the priority project which covers large open cut coking and thermal coal prospects • Consisting of 5 exploration li
Slide 19: Mongolia regional infrastructure map
3 Trans songolian <A (link to Europe) Beijing? China Shanghai @ Z ‘ Midale Gobi Project 1 * Nariln Sukhait South Gobi Project @ 3. 7 Dalandzadgad T@¥8n Tolgoi Qr Toloi Taagaan Tolgol Existing highway links (paved in China) LEGEND Major, paved road (border to Narlin Sukhalt 40 km, unpaved) Minor, unp
Slide 20: South Gobi Project
MONGOLIAN PROJECT UPDATE South Gobi Project • Field mapping of coal seam outcrop has been conducted with approximately 1.5 kilometres of coal outcrop • Intersections with multiple exploration holes of thick coal seams that are near surface • Preliminary quality demonstrates potential for high qualit
Slide 21: South Gobi mine concept map
20000 m —200000m —_210000m n230000m —240000m 250000 m ” 280 r 310000m 320090 m (1 TE Bsploration License Mine Office and Workshop Concept Mine Pits Conceptual TE haul roads Soumber & Biluut Fields r | SGS MAK Mines — SGS to Ceke road e Location seem Chinese Mongolian Border 4790000 m North Pit Mine
Slide 22: Middle Gobi Project
MONGOLIAN PROJECT UPDATE Middle Gobi Project • Field mapping of coal seam outcrop has been Middle Gobi Coal Outcrop conducted within EL12929X of approximately 4 kilometres of coal outcrop • Historical boreholes drilled within the central- northern area of EL12929X have encountered several coal seams
Slide 23: Middle Gobi project tenements
481000 485000 m 489000 m 463000 m 501000 m 505000 m 508000m 513000m 517000 m 52100, 526000 m (J Terra Energy Tenements 15466X Tsagann Ovoo Mine '5063000 m 5063000 m ‘5055000 m '5051000 m 5043000 m ‘5043000 m 5039000 m i0km ~etooom ——485000m ———480000m = es000m=—=—=«7000m=——«501000m ———FO500Om © sc00
Slide 24: Overview of Goals for next Year
MONGOLIAN PROJECT UPDATE Overview of Goals for next Year • Complete drilling on the South Gobi and Middle Gobi Projects to define a JORC Resource • Complete a Mineral Reserve Statement and obtain a Mining Licence on the South Gobi Project • Consider advice from UBS on listing of TE on ASX • Engage a
Slide 25: Thank You
Thank You 25 Guildford Coal
Slide 26: About Guildford
About Guildford Guildford Coal has established a portfolio of coal exploration tenement areas in Queensland, Australia and more recently in Mongolia. Guildford Coal’s Queensland tenements cover an estimated area of 20,000 square kilometres and are defined within project areas as follows: • Hughenden
Slide 27: Competent Persons Statement
Competent Persons Statement # Exploration Target References to Exploration Targets in this document are in accordance with the guidelines of the JORC Code (2004). As such it is important to note that in relation to reported Exploration Targets any references to quality and quantity are conceptual in