Strategic Energy Resources Limited · ASX:SER
Strategic Energy Resources — Shareholder Meeting (November 2009)
18 slides from Strategic Energy Resources's shareholder meeting presentation, Nov 25, 2009
Slide 1: Strategic Energy Resources – 2009 AGM Presentation
For personal use only STRATEGIC ENERGY RESOURCES “Energy for the Future” 2009 AGM Presentation by Mark Muzzin MD 25 November 2009
Slide 2: Disclaimer
Disclaimer For personal use only • This presentation includes certain forward-looking statements that have been based on current expectations about future acts, events and circumstances. These forward-looking statements are, however, subject to risks, uncertainties and assumptions that could cause t
Slide 3: Our mission
Our mission For personal use only ‘raise the profile of SER, build our portfolio of assets & unlock the potential of key projects’
Slide 4: Achievements 2009
Achievements 2009 For personal use only reviewed and consolidated asset portfolio set new strategic direction announced SER’s first JORC compliant resource for Uley substantially reduced overheads successful capital raising
Slide 5: Share price history
For personal use only Share price history
Slide 6: SER Project location
For personal use only Cooper Basin SA Falcon Bridge WA Cultana & Myall Creek SA Uley SA Gippsland Basin VIC Casterton VIC SER Project location
Slide 7: Uley Graphite Mine, Port Lincoln, South Australia
For personal use only mining lease exploration lease Uley Graphite Mine, Port Lincoln, South Australia
Slide 8: Uley anomalies and Inferred Resource
For personal use only Uley anomalies and Inferred Resource
Slide 9: Graphite market
Graphite market For personal use only 1400 1200 1000 since 1993 world 800 1993 prices for graphite median 600 have doubled price 400 2009 median 200 price Global price of 94-97% graphite US$/tonne 1993 & 2009 price comparison 0 Source: The Economics of natural graphite 7th Edition, 2009 Roskill Info
Slide 10: Plans for Uley
For personal use only Plans for Uley • geological assessment by Coffey Mining Ltd • upgrade JORC resource to ‘indicated’ • discussions with potential joint venture partners
Slide 11: Other Minerals Projects
Other Minerals Projects For personal use only Cultana and Myall Creek, South Australia • to retain & progress exploration Falcon Bridge, West Australia • farm-in agreement signed with Ishine International Resources Casterton, Victoria • sale & operating agreement executed with Encounter Minerals Pty
Slide 12: Oil and Gas Exploration
Oil and Gas Exploration For personal use only • well maintained oil and gas assets • increasing price of oil worldwide • SER is well placed to take advantage of this new trend
Slide 13: Offshore exploration in the Gippsland Basin
Offshore exploration in the Gippsland Basin For personal use only
Slide 14: Offshore Gippsland Basin
Offshore Gippsland Basin For personal use only • large strategic footprint • substantial permit holding in Basin • financial exposure is minimal • seeking farm-in parties to fund drilling programs
Slide 15: Cooper Basin
Cooper Basin For personal use only • onshore petroleum exploration • application for variation successful • reviewing strategic direction
Slide 16: Key milestones for 2010
Key milestones for 2010 For personal use only • raise profile of SER • unlock value of projects • secure joint venture partner for Uley • progress Gippsland Basin projects • actively develop project pipeline • seek to extend board expertise • continue to strengthen financial position
Slide 17: Summary
Summary For personal use only • diversified portfolio of assets with high- impact discovery potential • 100 % ownership of world class graphite deposit • positive outlook for graphite and oil and gas markets with increasing price trends • highly capable management team • opportunities for joint vent
Slide 18: Strategic Energy Resources Limited contact details
For personal use only Strategic Energy Resources limited Level 11, 500 Collins Street, Melbourne, Victoria 3000 Telephone: (03) 9692 7222 Facsimile: (03) 9529 8057 www.strategicenergy.com.au
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