Whitehaven Coal Limited · ASX:WHC
Whitehaven Coal — Coalworks — Investor Presentation (March 2012)
24 slides from Whitehaven Coal's investor presentation, March 2012
Slide 1: An Emerging Coal Producer
An Emerging Coal Producer Investor Roadshow March 2012
Slide 2: Disclaimer and Competent Persons Statement
Disclaimer and Competent Persons Statement The information in this presentation does not purport to contain all the information that may be required to evaluate the prospects of Coalworks and in particular only discloses material information within the knowledge of Coalworks. You should seek indepen
Slide 3: Investment Highlights
Investment Highlights • Committed to building an independent Australian coal producer from a high-quality asset base • Vickery South: first coal planned 2015 • Ferndale: first coal planned 2016 • Oaklands: CTL/export coal • Strong board and management with international experience in coal sector • E
Slide 4: Executive Summary
Executive Summary Corporate Summary ASX Ticker CWK Share price ~$0.80 (as of 29 Feb 2012) Market Cap ~$119 million Cash ~$18.7 million (as of Dec 2011) position 4 Investor Presentation - March 2012
Slide 5: Project overview
Project overview Project Highlights Vickery South • 58.5 Mt JORC semi-soft and coking Coal Resource • Joint Venture with Itochu Corporation • First production planned for 2015 Ferndale • 743 Mt JORC Coal Resource, conceptual mine studies underway • Binding JV with Boardwalk Resources • First product
Slide 6: Coalworks Directors
Coalworks Directors Wayne Mitchell AASA, AAIM (Chairman) Mr Mitchell is a qualified accountant with over 30 years extensive senior management experience in the natural resources sector, both in Australia and in South East Asia. Dr Andrew Firek M. Sc., Ph.D., FAusIMM, FAIE (Managing Director/CEO) Dr
Slide 7: Coalworks Management
Coalworks Management David Smith B Econ, Dip Mgmt - Executive MBA (Head of Commercial and Development) Mr Smith was previously an investment banker for 15 years, where he advised and raised capital in a range of industries, and particularly for emerging coal and iron ore companies. He was most recen
Slide 8: Coalworks Management
Coalworks Management Chris Hagan BA, LLB, Acc.Spec. (Bus) (Senior Advisor) Mr Hagan has over 25 years’ experience advising publicly-listed and private companies on legal and corporate affairs, including large scale capital raising strategies, IPOs and restructures. Steve Harper BE, MIEAust, CPEng (P
Slide 9: Coalworks' Projects
Coalworks’ Projects 9 Investor Presentation - March 2012
Slide 10: Vickery South Location
Vickery South Location 10 Investor Presentation - March 2012
Slide 11: Vickery South Fly-through
Vickery South Fly-through 11 Investor Presentation - March 2012
Slide 12: Vickery South PFS
Vickery South PFS Key Highlights • Vickery South is located in the prime Gunnedah Basin semi-soft coking coal area, is a multi Seam coal deposit suited to truck and shovel open cut extraction • 58.5 Mt JORC resource, including 48 Mt Measured, 0.1 Mt Indicated and 10.4 Mt Inferred Resource • Project
Slide 13: Vickery South Development Timetable
Vickery South Development Timetable 13 Investor Presentation - March 2012
Slide 14: Ferndale Location
Ferndale Location 14 Investor Presentation - March 2012
Slide 15: Ferndale
Ferndale Key Highlights • Ferndale is located in the prime Hunter Valley coal region • 743 Mt JORC Resource, including 443 Mt Open Cut Inferred Resource and 300 Mt Underground Inferred Resource • Conceptual mine studies underway • Binding JV with Boardwalk Resources (Whitehaven Coal, post current me
Slide 16: Ferndale Drilling
Ferndale Drilling 16 Investor Presentation - March 2012
Slide 17: Ferndale Geological Model
Ferndale Geological Model 17 Investor Presentation - March 2012
Slide 18: Ferndale Development Timetable
Ferndale Development Timetable 1 Assume the results of the PFS finished end 2012, adequate to submit an EIS 2 Assume EIS is 24 months 3 Assume construction over 12 months sufficient for processing 4 Detail finalised as exploration results confirmed & PFS commences in regard to CHPP and infrastructur
Slide 19: Oaklands North Location
Oaklands North Location 19 Investor Presentation - March 2012
Slide 20: Oaklands North Project and Coal To Liquids Plant
Oaklands North Project and Coal To Liquids Plant • Oaklands North is located in southern New South Wales • 822Mt JORC thermal coal resource, including 121 Mt Measured, 572 Mt Indicated and 129 Mt Inferred Resource • Readily mineable using conventional open cut methods and potentially suitable for un
Slide 21: Coalworks And Synthesis Energy
Coalworks And Synthesis Energy • In December 2009, CWK and Synthesis Energy Inc (SES), a NASDAQ listed company, entered into a strategic alliance to utilise the SES proprietary U-GAS gasification technology at Oaklands North • The Zao Zhuang Plant in Shandong Province is a commercial example of succ
Slide 22: Summary
Summary • Committed to building an independent Australian coal producer from a high-quality asset base • Vickery South: first coal planned 2015 • Ferndale: first coal planned 2016 • Oaklands: CTL/export coal • Strong board and management with international experience in coal sector • Experienced exp
Slide 23: Drilling at Coalworks Projects
Drilling at Coalworks Projects Vickery South Ferndale Oaklands North 23 Investor Presentation - March 2012
Slide 24: Enquiry And Contact
Enquiry And Contact David Smith Geoff Kidd Coalworks Limited Level 5, 44 Miller Street North Sydney NSW Australia 2060 Ph: +61 2 9922 1344 Fax: +61 2 9922 4288 Email: info@coalworks.com.au Website: www.coalworks.com.au 24 Investor Presentation - March 2012