Australian Pacific Coal Limited · ASX:AQC
Australian Pacific Coal — Pacific Enviromin — Investor Presentation (April 2008)
19 slides from Australian Pacific Coal's investor presentation, Apr 28, 2008
Slide 1: Correction to PEV Industrial Mineral Presentation
28 April 2008 Company Announcements Office Australian Stock Exchange Limited 20 Bridge Street SYDNEY NSW 2000 Dear Sir Correction to PEV Industrial Mineral Presentation In slide 11 of the Industrial Minerals Presentation released on 24th April, reference was made to Halliburton, one of the world’s l
Slide 2: Building an industrial minerals portfolio
Building an industrial minerals portfolio April 2008 1
Slide 3: Why industrial minerals?
Why industrial minerals? multitude of industrial uses diversification within one portfolio a mix of profit generating and resource development minimal overburden/extraction costs minimal primary processing costs major environmental applications Asian proximity for global players
Slide 4: Project Locations
PEV Industrial Mineral Projects in QLD Mantuan Downs – Bentonite Grafton Range – Sodium Bicarbonate Peak Crossing - Dolomite PROJECT LOCATIONS
Slide 5: Mantuan Downs, Central Queensland Calcium Bentonite
Calcium Bentonite Mantuan Downs, Central Queensland 4
Slide 6: Bentonite Applications
Bentonite Applications (> 2000 uses) Refining of oils & fats (palm oil) wine, beer, foods Livestock feed Waste stream processing Agricultural applications (soil enhancement and fertilisers) Environmental remediation Pelletisation of iron ore fines Foundry moulds – Drilling mud – Pharmaceuticals – Co
Slide 7: Resource Confirmation
Resource Confirmation Mining lease granted 1 April 08 Extensive drilling program completed • Superior quality bentonite 90 to 130 CEC (purity) World average = 80 CEC • Mining has commenced 1 metre overburden 14 metre max depth flat plane • Product transported to Brisbane for initial domestic distrib
Slide 8: Resource JORC Estimates
Resource JORC Estimates (MLA area only) (refer official disclaimer on last page) Upper Bentonite Zone CEC 60meq/100g cut-off Tonnes meq/100g Indicated 7,222,500 102 Inferred 367,500 101 Total 7,590,000 102 Lower Bentonite Zone CEC 60meq/100g cut-off Tonnes meq/100g Indicated 4,925,000 93 Inferred 2,
Slide 9: Mantuan Downs Bentonite Resource
Mantuan Downs Bentonite Resource 3D image of CEC quality taken from drill results
Slide 10: Mining Commenced 1 April 08
Mining Commenced 1 April 08 First 2,000 tonnes of bentonite being sun dried in pit
Slide 11: Domestic Market Strategy
Domestic Market Strategy • Qld Govt Waterwise program - specified product – Sales commencing through distributor at $1,000 pt. • Agriculture - major agribusiness operators – Resource well located for supply to agribusinesses – Livestock feed supplement, potential for up to 50,000 tpa at mine gate –
Slide 12: International Strategy
International Strategy • Taiko (Malaysia) - prior visits and samples tested visiting in June use 300,000tpa for palm oil processing • Halliburton (USA) - visited in March. Sample testing large international supplier of drilling mud globally the drilling industry uses 1.5m tpa of bentonite for drilli
Slide 13: Mantuan Downs Financial Summary per tonne
Mantuan Downs Financial Summary – per tonne (A$) Revenue (Mine Gate) $70 - $80 (bulk) (FOB Gladstone) Sun dried $120 - $150 Processed $180 - $800 Estimated mix: 75% Sun dried / 25% processed Costs Mining (incl. sun drying) $6.34 (processed + $9.00) Admin (mgt. camp, P&E, etc) $1.91 (at 100,000 tonne
Slide 14: Roma Sodium Bicarbonate Project
ROMA SODIUM BICARBONATE PROJECT Sodium Bicarbonate (Baking Soda) Australia is a significant net importer of sodium bicarbonate. • Used extensively in: • food manufacture, • pharmaceuticals, • mineral processing • other industries. • Major derivative products, sodium carbonate (soda ash) and caustic
Slide 15: Roma Sodium Bicarbonate Project: The Tenement
ROMA SODIUM BICARBONATE PROJECT The Tenement High concentrate sodium bicarbonate (> 14,000 mg/l) contained in artesian reservoir Brine pumped to the surface through wells Non-chemical product processing Solar drying or reverse osmosis Sells for $300 - $800 per tonne. Two year project , probable JV s
Slide 16: Cross-Section Warrinilla to Grafton Range
ROMA SODIUM BICARBONATE PROJECT Diagrammatic Cross-Section Warrinilla to Grafton Range GRAFTON RANGE
Slide 17: Environmental remediation
Environmental remediation Bentonite based products and technologies can reduce toxins in soil, water and air and enhance soil quality • Beneficiated bentonite is used to improve crop yields CSIRO research - PEV is working with agricultural bodies • Bentonite filters reduce toxins in tobacco smoke •
Slide 18: Summary
Summary Pacific Enviromin - focussed on industrial minerals Mantuan Downs calcium bentonite resource Mining commenced Minimal processing requirement Domestic sales strategies and opportunities implemented Strong international interest Superior quality product in demand for numerous applications Roma
Slide 19: JORC Analysis
JORC ANALYSIS The information contained in this presentation that relates to Exploration Results, Mineral Resources and Ore Reserves is based on information compiled by Mr. Christopher Dredge, a Director of Pacific Enviromin Limited. Mr. Dredge is a geologist and a Member of the Australasian Institu
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