Coronado Global Resources Inc. · ASX:CRN
Coronado Global Resources — Bell Potter Unearthed Conference 2022
17 slides from Coronado Global Resources's conference presentation, Feb 10, 2022
Slide 1: ASX Announcement: Investor Presentation to Bell Potter Unearthed Conference
ASX Announcement 10 February 2022 For personal use only Investor Presentation to Bell Potter Unearthed Conference Coronado Global Resources Inc. (ASX: CRN) releases the following Investor Presentation to the Bell Potter Unearthed Conference being held today. – Ends – This announcement was authorised
Slide 2: Bell Potter Unearthed Conference
For personal use only Bell Potter Unearthed Conference 10 February 2022 Gerhard Ziems Group Chief Financial Officer (All units in USD and metric tonnes, unless otherwise stated)
Slide 3: Important Notices and Disclaimer
Important Notices and Disclaimer The material contained in this presentation is intended to be general background information on Coronado Global Resources (Coronado) and its activities. For personal use only The information is supplied in summary form and is therefore not necessarily complete. It is
Slide 4: Coronado Global Resources – Steel Starts Here
Coronado Global Resources – Steel Starts Here ✓ Coronado is a leading international producer of high-quality For personal use only Metallurgical (Met) Coal, an essential element in the production of steel. Our coals, transformed in the steel making process, support One of the largest metallurgical c
Slide 5: Coronado has a Unique Diversification Advantage
Coronado has a Unique Diversification Advantage Coronado supports customers on five continents For personal use only Coronado is diversified across Geography Metallurgical coal product offering ▪ Geography ▪ Met Coal Product Offering Key export destinations Australia(1),(2) US(3) ▪ Customers 10% 2
Slide 6: FY 2021 Preliminary (unaudited) Results
FY 2021 Preliminary (unaudited) Results Benefits of higher pricing realised in the second half of 2021 and continue into 2022 For personal use only All 2021 revised guidance metrics have been achieved or exceeded. Group Dashboard Record December quarterly Group revenue of FY2021 Actual FY2020 Ac
Slide 7: FY 2021 Group Operational Performance
FY 2021 Group Operational Performance Higher production and greater percentage of export and metallurgical revenue mix For personal use only ROM Production (Mt) Export Volume Mix (%) 30 FY21 FY20 FY21 FY20 26.4 25.2 25 20 25.0% 25.0% 13.6 14.7 15 Export 10 7.2 5.8 5.6 Domestic 4.5 5 0.0 0.3 75.0% 0
Slide 8: Substantial Improvement in Met Coal Prices
Substantial Improvement in Met Coal Prices CRN is well positioned to generate strong cashflows into 2022 at current Since the beginning of 2021 the Platts PLV prices FOB AUS HCC price has recovered from For personal use only lows of ~US$100/t to ~US$400/t. Historical Metallurgical Coal Benchmark P
Slide 9: Strong Metallurgical Coal Demand Through 2050
Strong Metallurgical Coal Demand Through 2050 Growth for seaborne metallurgical coal is underpinned by Indian demand and blast furnace production For personal use only Seaborne Met Coal Supply (Mt) Seaborne Met Coal Demand (Mt) Global seaborne Met coal demand is 403 403 forecast to grow 27% to 403
Slide 10: Strong Steel Demand Outlook; India Steel Production Growing year on year
Strong Steel Demand Outlook; India Steel Production Growing year on year For personal use only Annual Forecast GDP Growth Percentage (1) India Total Crude Steel Production (Mt) (2) 2021 2022 2023 379.6 9.3 6.8 7.1 6.4 5.8 5.8 +229% 5.2 176.7 4.4 4.1 143.6 3.7 123.3 130.1 134.4 2.9 3.2 3.1 115.3 2.5
Slide 11: Coronado is committed to being a Safe, Sustainable & Ethical Operator
Coronado is committed to being a Safe, Sustainable & Ethical Operator Coronado takes its ESG responsibilities For personal use only seriously Safety and Health remain our #1 priority ▪ Australia TRIFR of 3.07 and U.S. TRIR rate of 2.51 as of 31 December 2021 ▪ Covid-19 Steering Committee remains
Slide 12: Coronado Strategic Platform
Coronado Strategic Platform High quality Australian and U.S. metallurgical coal is an essential element in the production of steel and For personal use only delivers lower emissions than substitutes Largest independent producer of steel making coal globally Asset Optimisation Strategic Growth Capita
Slide 13: Supplementary Information
For personal use only SUPPLEMENTARY INFORMATION
Slide 14: Reconciliation of Non-GAAP measures
Reconciliation of Non-GAAP measures This report includes a discussion of results of operations and references to and analysis of certain non-GAAP measures (as described below) which are financial measures not recognised in accordance with U.S. GAAP. Non-GAAP financial measures are used by the Compan
Slide 15: Reconciliation of Non-GAAP measures (continued)
Reconciliation of Non-GAAP measures (continued) A reconciliation of Average realised price per Mt of Metallurgical coal sold is shown below for each of the periods presented in this report: For personal use only For the twelve months ended December 31, 2021 Australian Operations U.S. Operations Cons
Slide 16: Reconciliation of Non-GAAP measures (continued)
Reconciliation of Non-GAAP measures (continued) A reconciliation of consolidated costs and expenses, consolidated operating costs, and consolidated mining costs are shown below: For personal use only For the twelve months For the twelve months Total Consolidated Mining Costs per tonne reconciliation
Slide 17: Contacts
CONTACTS For personal use only Investors: Media: Andrew Mooney Helen McCombie P: +61 458 666 639 Citadel Magnus E: amooney@coronadoglobal.com P: +61 411 756 248 E: investors@coronadoglobal.com E: hmccombie@citadelmagnus.com
Coronado Global Resources — Bell Potter Unearthed Conference 2022 on 6ix