Cokal Limited · ASX:CKA
Cokal — Investor Presentation (August 2024)
12 slides from Cokal's investor presentation, Aug 1, 2024
Slide 1: High Quality Metallurgical Coal Producer
For personal use only HIGH QUALITY METALLURGICAL COAL PRODUCER INVESTOR MEETING | August 2024
Slide 2: Important Information and Disclaimer
Important Information and Disclaimer This presentation has been prepared by Cokal Limited (the Company or CKA). The information contained in this presentation is a professional opinion only and is given in good faith. The material in this presentation (“material”) is not and does not constitute an o
Slide 3: Cokal is ramping-up production of high-quality metallurgical coal from its BBM mine
Cokal is ramping-up production of high-quality metallurgical coal from its BBM mine INVESTMENT HIGHLIGHTS ASX CODE SHARE PRICE Production and revenues have commenced at Cokal’s BBM Coal Mine CKA A$0.087a For personal use only ▪ Saleable production ramping-up to 2.0Mtpa initial capacity | Permitted t
Slide 4: Projects Located in Major Emerging Coking Coal Basin
Projects Located in Major Emerging Coking Coal Basin PROJECT SUMMARY PROJECT LOCATIONS ▪ One producing mine and three prospective coking coal Indomet Coal (Adaro) projects, located in Central Kalimantan, Indonesia World-class development asset | Prod. 25Mtpa HCC | Opex - Globally significant coal ba
Slide 5: BBM is ramping-up production of high-quality coking coal products
BBM is ramping-up production of high-quality coking coal products BBM MINE SUMMARY BBM Location Puruk Cahu Regency of Central Kalimantan, Indonesia Production a For personal use only Ramping-up to saleable metallurgical coal production of 2.0Mtpa | Life-of-mine (LOM) Product mix: 60% Coking / 40% PC
Slide 6: BBM is ramping-up production of high-quality coking coal products
BBM is ramping-up production of high-quality coking coal products BBM Production Analysis a ▪ As of April 2024 BBM has produced 42,800t of coal with a combination of LVHCC and PCI (this is part of Seam I For personal use only oxidised coal in Pit 3) ▪ As of Q2 2024, BBM had shipped 26,700t of coal p
Slide 7: Strategic Agreements to Increase BBM's Near-term Production Capacity
Strategic Agreements to Increase BBM’s Near-term Production Capacity Cokal has entered into strategic agreements to facilitate the ramp-up of coal production at BBM, in an expedited timeframe, at lower production costs per tonne For personal use only PETRINDO INFRASTRUCTURE JOINT VENTURE PETROSEA ▪
Slide 8: High-quality coal products to receive strong seaborne market demand
High-quality coal products to receive strong seaborne market demand COAL QUALITY ANALYSIS BBM COKING COAL SPECIFICATIONS ▪ BBM coking and PCI coal products have attractive attributes Fixed Total Calorific Relative - Low ash, low volatiles, low sulphur, high vitrinite and ultra-low phosphorus Yield M
Slide 9: Efficient and multi-faceted infrastructure solution
Efficient and multi-faceted infrastructure solution BBM LOGISTICS CHAIN BBM COAL EXPORT INFRASTRUCTURE SOLUTION 1 Full infrastructure solution in place. Cokal will access the lucrative coking coal Trucking seaborne export market through a logistics chain of: Haul road from 1.1 Trucking from the BBM
Slide 10: TBAR – Drilling to commence on highly prospective project
TBAR – Drilling to commence on highly prospective project, with potential for extensive coal resources PROJECT LOCATION Project Overview ▪ Located in Central Kalimantan, Indonesia; adjacent to BBM - Cokal holds a 75% interest and is the project manager For personal use only - Large 18,850 ha. projec
Slide 11: Board & Key Management Profiles
Board & Key Management Profiles Cokal has a wealth of expertise and experience in its leadership team For personal use only Domenic Martino Allen Delbridge Karan Bangur Eddie Chin Pak Sukardi Non-Executive Chairman Non-Executive Director Director and CEO President Commissioner of President Director
Slide 12: Cokal Ltd
Cokal Ltd Jakarta: The Bellezza Office Tower For personal use only 21 Floor, Unit 3 & 5 Arteri Permata Hijau Jalan Mayjen Soepeno Kav 34 Permata Hijau, Kebayoran Lama Jakarta Selatan 10210 Indonesia Karan Bangur (kb@cokal.com.au) Sydney: Level 5, 56 Pitt Street Sydney NSW 2000 Australia Domenic Mart