Jatcorp Ltd · ASX:JAT
Jatcorp — Jatenergy — Investor Presentation (August 2011)
19 slides from Jatcorp's investor presentation, Aug 22, 2011
Slide 1: Jatenergy Limited Investor Roadshow: August 2011
For personal use only Jatenergy Limited Investor Roadshow: August 2011
Slide 2: Disclaimer
DISCLAIMER For personal use only This document has been prepared by Jatenergy Limited to update existing and prospective shareholders. Any statements, opinions, or other material contained in this document do not constitute any commitments, representations or warranties by Jatenergy Limited or/and a
Slide 3: Breaking News: Second Fast-to-Production Coal Mine in Indonesia
Breaking News For personal use only Jatenergy Proceeds With Second Fast-to-Production Coal Mine in Indonesia Jatenergy Limited (ASX code: JAT) announced on 22nd August that it had reached conditional agreement for a new coal mining joint venture in East Kalimantan that is expected to move rapidly in
Slide 4: Investment Highlights
Investment Highlights For personal use only • A diversified energy company with conventional (coal) and renewable (oil seed) assets, an experienced board and strong backing • Target is to produce coal this year from East Kalimantan • Increasing oil seed sales revenue and utilising large land bank fo
Slide 5: Simple Dual Energy Strategy
Simple Dual Energy Strategy For personal use only Jatenergy has a dual energy strategy to develop and operate conventional and renewable energy projects in Asia and Australia driven by strong demand for coal and rapidly expanding market potential for crude oil from oil seeds Targets * First coal pro
Slide 6: Capital Structure
Capital Structure For personal use only Capital Structure*: ASX code JAT • Market Capitalisation: $ 8.65 m • Shares on issue: 78,615,568 • Options / Performance Shares: • Director / employee 2,000,000 • Options – Traded 5,500,000 (exercisable 1/3/2014 @ 0.25) • Performance Shares 37,500,000 (3 tranc
Slide 7: Operational Overview and Development Plan
Operational Overview Development Plan For personal use only Projects - Coal Q1, 2011 – Sales of 200T of crude jatropha oil to aviation industry Indonesia: • NEW PROJECT: Jongkang: 30/70 JV on 100 Ha East Q2, 2011 – Acquisition of Indonesian coal assets Kalimantan tenement – simple logistics Q2, 2011
Slide 8: Jatenergy has bolstered its coal expertise
Jatenergy has bolstered its coal expertise For personal use only Alan Broome AM (new Chris Flanagan (new COO Nick Croom (new Director – Jatenergy Board Member) Indonesia) Jatenergy in Singapore) Alan Broome has more than 20 years’ Chris Flanagan has a Bachelor of Nick Croom has 20 years’ experience
Slide 9: Indonesian Coal Projects + our New Project: Jongkang
Indonesian Coal Projects + our New Project: Jongkang For personal use only License Indicative Potential Haulage Estimated Calorific Explor- Time to Status (km) Production Value ation and (adb Target Area kcal/kg) (MT) Exploration 5,500– 36.5 to 2–3 years Katingan IUP 50 5000 Ha 6,000 43.1 (2014) 6–9
Slide 10: New Project – Jongkang
New Project – Jongkang For personal use only - proximate to our partner’s existing mining operation Jongkang Project: new 100 Ha tenement with CV Wijaya Mulia Photo of the working mine of the owners of CV Wijaya Mulia on their current tenement 10
Slide 11: Jongkang Project – Simple logistics, strong established partner
Jongkang Project – Simple logistics, strong established For personal use only partner…. CV Wijaya Mulia: • Principal - Hendry Dirgo - well known to Jatenergy CCO Indonesia – Chris Flanagan • Hendry Dirgo has been in coal operations for over 10 ten years in Indonesia Transaction: • Jatenergy Provides
Slide 12: Jongkang Project – Simple plan
Jongkang Project – Simple plan…. For personal use only During Q3, 2011: Granting of Production License “IUP” Production IUP Production + 2 weeks: Completion of Exploration Drilling Phase 2 IUP Production + 4 weeks: Completion of reserve Review / Mine Plan Completion of Land Compensation agreement Co
Slide 13: Australian Coal: Tenement Purchase Agreement
Australian Coal: Tenement Purchase Agreement For personal use only May 2011: Revised binding offer letter executed June 2011: Full tenement purchase agreement signed July 2011: Completion of legal and technical due diligence Q3, 2011: Ministerial approval to transfer of all EPC’s Q1, 2012: Target da
Slide 14: Galilee Basin Tenements
Galilee Basin Tenements For personal use only Tenement Sub- Approx. Comments Blocks Area (km2) Adjacent to Linc Energy and Carpentaria EPC 100 330 Concessions, proximate 2101 to extensive Guildford coal drilling activity ~ 15 km North of Linc EPCA Energy concessions sold 18 59 2166 to Adani with 7.8
Slide 15: Bowen Basin Tenements
Bowen Basin Tenements For personal use only Tenement Sub- Approx. Comments Blocks Area (km2) In between Riot Tinto’s Hail EPCA Creek coking coal mine 6 13 and Xstrata’s Newlands 2117 coking coal mine EPCA Competing application In between Riot Tinto’s Hail 2153 16 52 Creek coking coal mine (Competi a
Slide 16: Peer comparison… Cokal Limited
Peer comparison… Cokal Limited For personal use only Kalimantan – 4 projects • “BBM”50/50 JV, 20 kHa 4 seams Jatenergy Limited totalling 3 to 4 m • “BBP” 50/50 JV, 13 kHa up to 3 Kalimantan – 3 projects “generally thin” seams • “CSB”80/20 JV, 5 kHa, 58 outcrops, • “AAM” 75/25 JV, 5 kHa 11 outcrops s
Slide 17: Investment Highlights – Re-Cap
Investment Highlights – Re-Cap For personal use only • A diversified energy company with conventional (coal) and renewable (oil seed) assets, an experienced board and strong backing • Target is to produce coal this year from East Kalimantan • Increasing oil seed sales revenue and utilising large lan
Slide 18: Katingan Project – a large, long term play
Katingan Project – a large, long term play For personal use only 5000 Ha tenement surrounded by others including Realm Resources Limited to the north 58 outcrops, seams up to 6 m Commence JORC drilling H2 2011 Photo of CEO Phil Hodgson visit to 6 m + seams at Katingan coal outcrops 18
Slide 19: Competent Person's Statement
Competent Person’s Statement For personal use only • The information in this presentation which relates to Exploration Results, Mineral Resources or Ore Reserves, is based on information compiled by Mr Allen J Maynard, who is a member of the Australian Institute of Geoscientists and a corporate memb