Kingsgate Consolidated Limited · ASX:KCN

Kingsgate Consolidated — Q3 2012 Earnings Presentation

17 slides from Kingsgate Consolidated's earnings presentation, October 2012

  1. Slide 1: Kingsgate Consolidated Limited September Quarter 2012

    Kingsgate Consolidated Limited September Quarter 2012

  2. Slide 2: Disclaimer

    Disclaimer Forward Looking Statements: These materials include forward looking statements. Forward looking statements inherently involve subjective judgment & analysis & are subject to significant uncertainties, risks & contingencies, many of which are outside of the control of, & may be unknown to,

  3. Slide 3: September Quarter Highlights

    September Quarter Highlights • Group gold production of 44,264oz, up 2% at total cash cost of US$712/oz. • Metallurgical licence granted for Chatree North (Plant 2). • Chatree gold production of 26,627oz with Plant 2 off-line in September for final plant verification and testing. • Challenger gold p

  4. Slide 4: Chatree

    Chatree  Plant 2 offline during Sept for final Reduced verification by Thai authorities. Operational  984Kt @ 0.91g/t for 26,627oz. Performance  Higher grade with lower recovery  Total cash costs US$626/oz (incl. Total Cash Costs US$163/oz royalty).  Higher by-product credits.  Low capex incre

  5. Slide 5: Chatree Underground Targets

    Chatree Underground Targets Long sections for A Pit and C Pit

  6. Slide 6: Challenger

    Challenger  150Kt @ 3.89g/t for 17,637oz Production Reflects  Focus on u/g development to Development Focus establish new mining fronts at Challenger West & Challenger Deeps  Total cash costs US$843/oz (incl. US$65/oz royalty). Total cash Costs  Costs reflect shift from production to development

  7. Slide 7: Challenger Operations

    Challenger Operations Challenger decline planned development Challenger West Pit Challenger Pit Surface 1193mRL 1000mRL Vent Shaft CW 79 Fault 800mRL Challenger West CW 600mRL 400mRL Challenger Deeps 280 Exploration drive AMINUS/M1/M2 200mRL 95mRL

  8. Slide 8: Nueva Esperanza

    Nueva Esperanza  Draft feasibility confirms viability.  Work continuing to optimise capital & Feasibility Study operating costs and development route.  Feasibility identified lack of certainty in power costs as a key issue. Power Supply  Trade-off study to determine optimum power supply incl. on

  9. Slide 9: Bowdens Upside Potential

    Bowdens Upside Potential Resource to grow and option for one large pit  Resource drilling continued to intersect mineralisation outside current resource.  Metallurgical test results deliver improved recovery over previous met. work.  Assays include 28m @ 111.7 AgEq and 9m @ 104.3 AgEq.  Feasibil

  10. Slide 10: Akara Loan Re-financed

    Akara Loan Re-financed • Six year amortising multi currency loan facility with CIMB. • Equivalent to US$125 million plus Thai Baht working capital facility equivalent to US$15 million. • Improved terms from existing facility due to more favourable market conditions and strong cash flow generation fr

  11. Slide 11: Outlook

    Outlook • Group gold production for FY13 expected to be 200,000 to 220,000oz. • Chatree gold production between 120,000 to 130,000oz. • Challenger gold production between 80,000 and 90,000oz. • Nueva Esperanza feasibility evaluating power supply options and development route. • Bowdens updated resou

  12. Slide 12: Kingsgate Consolidated Limited

    Kingsgate Consolidated Limited Shares: 151 Million Market Cap: ~A$850 Million ASX: KCN www.kingsgate.com.au

  13. Slide 13: Appendix: General Disclaimer

    Appendix General Disclaimer: The information contained in this presentation is for informational purposes only and does not constitute an offer to issue, or arrange to issue securities or other financial products. The information contained in this presentation is not investment or financial product

  14. Slide 14: Chatree

    Chatree Chatree Ore Reserves as at 30 June 2012 (>0.3g/t gold cut-off grade) Gold Silver Gold Silver Grade Tonnes Grade Contained Contained AuEq Source Category (millions) (g/t) (g/t) (Moz) (Moz) (Moz) From Pits Proven 46.2 0.79 7.9 1.17 11.7 1.30 Probable 16.7 0.72 5.9 0.39 3.2 0.42 Stockpiles 8.4

  15. Slide 15: Challenger

    Challenger Challenger Ore Reserves as at 30 June 2012 Tonnes Gold Gold Source Category Grade Contained (million) (g/t) (‘000 oz) From Mine Proven 0.64 4.32 90 Probable 2.61 6.61 550 Challenger Total Total 3.25 6.16 640 Challenger Mineral Resources as at 30 June 2012 Tonnes Gold Gold Source Category

  16. Slide 16: Nueva Esperanza

    Nueva Esperanza Nueva Esperanza Mineral Resources as at 30 June 2012 (0.5g/t AuEq cut-off grade) Gold Silver Gold Silver AgEq AuEq Tonnes Grade Grade Contained Contained Contained Contained Category (millions) (g/t) (g/t) (Moz) (Moz) (Moz) (Moz) Measured 1.8 0.01 90 0.00 5.1 5.2 0.12 Indicated 20.2

  17. Slide 17: Bowdens

    Bowdens Bowdens Mineral Resources as at 30 June 2012 (30g/t AgEq cut-off grade) Grade Contained Metal Category Tonnes (t) Silver Lead Zinc AgEq Silver AgEq AuEq g/t % % g/t (Moz) (Moz) (Moz) Indicated 31.2 60.6 0.30 0.40 77.5 60.8 77.8 1.73 Inferred 27.0 44.0 0.30 0.40 61.0 38.2 53.0 1.18 Indicated

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