Greenx Metals Limited · ASX:GRX
Greenx Metals — Prairie Downs Metals — Investor Presentation (February 2013)
16 slides from Greenx Metals's investor presentation, February 2013
Slide 1: Lublin Coal Project Company Presentation
ABN 23 008 677 852 Lublin Coal Project Company Presentation February 2013 ASX: PDZ
Slide 2: Investment Highlights
Investment Highlights Massive, Untapped, First 1.6Bt 1.6Bt Inferred Maiden Coal Resource recently announced Inferred JORC 680Mt in the largest three of the 20 modelled coal seams World Resource Base Resource Located in an EU member country with an excellent fiscal regime for coal 6,400kcal/k
Slide 3: Polish Coal Landscape
Polish Coal Landscape Located in stable EU country with an excellent fiscal regime for coal… One of the most attractive fiscal regimes for coal 19% corporate tax rate 4PLN/t royalty (~US$1.2/t) The Company has been granted 18,200 hectare Coal Exploration Concessions by the Ministry of Environmen
Slide 4: Massive Coal Resource Base
Massive Coal Resource Base Untapped, 1.6 Billion tonne inferred strategic resource of high quality thermal coal… Maiden Coal Resource defined from over 200 core holes with cut-off seam thickness of 1.0 meters, a 20 meter buffer zone between the Jurassic and over 20 coal seams modeled Current pla
Slide 5: Significant Reserve Potential
Significant Reserve Potential 680 Million tonnes of the current inferred Coal Resource is contained within 3 high quality coal seams… 391 Seam 379 Seam 382 Seam 327 Million tonnes 190 Million tonnes 163 Million tonnes 8.4% Ash 14.1% Ash 13.3% Ash 6,894 kcal/kg 6,307 kcal/kg 6,352 kcal/kg Potential
Slide 6: High Quality, Low Ash Raw Coal
High Quality, Low Ash Raw Coal High quality thermal coal potential from low inherent ash coal qualities… 1,576Mt 12.2% Ash Favoured by power generators as lower cost on the boilers Other 896Mt Seams 13.0% Potential minimal processing required 382 Seam 163Mt 13.3% Higher expected yields 379 190
Slide 7: High Productivity / Low Cost Potential
High Productivity / Low Cost Potential Simple geology allows for potentially high productivity longwall mining methods to be utilised… Existing operations in the basin have utilised both shearer and plow longwall technologies with great success including attaining world record production rates in
Slide 8: Competitive Cost Advantage
Competitive Cost Advantage Significant competitive advantage over other sources of imported coal supply into Europe… FOB Costs Mine Gate Costs Imported Coal Seaborne Freight Import Discharge Port-Power Plant Rail & Port Rail Supply Chain Costs Power Plant Delivered Royalties Cost Lublin Coal Lublin
Slide 9: Value Adding Milestones
Value Adding Milestones Potential for market re-rating from short term (<6months) milestones… Appoint geological consultants and commence geological review of historical data Completion of initial geological review and definition of Exploration Target Build geological model utilising extensive
Slide 10: Board of Directors
Board of Directors Strong board with proven development experience in the small-cap resources sector… Highly respected resource executive with extensive finance, commercial and capital markets experience Ian Middlemas Chairman Current Chairman of Papillon Resources Limited, Equatorial Resources
Slide 11: Executive Team
Executive Team An experienced and Polish based management team… Geologist with over 30 years experience and a proven ability in the identification, exploration and appraisal of new resource projects Janusz Jakimowicz Group Executive Instrumental in identifying, negotiating and applying for the c
Slide 12: Capital Structure
Capital Structure Tightly held capital structure with low EV and strong cash and liquidity position… Capital Structure (21/02/2013) Current Shares 104,440,598 Market Capitalisation @ 61.5 cents ~A$64 million Unlisted Options (15 cents, expiry 30 June 2015) 15,750,000 Unlisted Options (40 cents, expi
Slide 13: EU - 135Mtpa Coal Imported
EU - 135Mtpa Coal Imported Lublin Coal Basin well placed to be a strategic supply of European and Eurasian thermal coal demand… European Coal Import Breakdown (Source: Eurocoal) European Coal Imports (Source: Eurocoal 2012) EU-27 Imports of thermal coal currently total approximately 135 million to
Slide 14: EU - Declining Coal Supply
EU - Declining Coal Supply A true need for a new European coal supply basin… Poland is the number one EU hard coal producer & seventh largest globally at ~75mtpa; it is viewed as a pro-coal nation European hard and lignite coal production for power generation has been on a decreasing trend Tra
Slide 15: Strong EU Coal Prices
Strong EU Coal Prices Potential price advantage over international coal producing peers supplying into Europe… Seaborne thermal coal supply is split into two major markets; Atlantic (i.e. European) & Pacific (Asian) Supply for the Pacific basin has its traditional sources in Australian, Indonesi
Slide 16: Important Notices
Important Notices Disclaimer Notice This presentation has been prepared as a summary only, and does not contain all information about Prairie Downs Metals Limited’s assets and liabilities, financial position and performance, profits and losses, prospects, and the rights and liabilities attaching to
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