Australian Pacific Coal Limited · ASX:AQC
Australian Pacific Coal — Proactive Investors "Stars in 2012" Series
25 slides from Australian Pacific Coal's conference presentation, Sep 21, 2012
Slide 1: Proactive Investors "Stars in 2012" Series: Delivering Value From Queensland Coal
For personal use only Proactive Investors “Stars in 2012” Series September 2012 “Delivering Value From Queensland Coal”
Slide 2: Disclaimer
Disclaimer For personal use only This presentation has been prepared by Australian Pacific Coal (ACN 089 206 986) (AQC). The presentation and information contained in it is being provided to shareholders and investors for information purposes only. Shareholders and investors should undertake their o
Slide 3: Company Overview
Company Overview For personal use only An Australian public company focusing on the exploration and development of metallurgical and thermal coal. Interests in quality coal tenements strategically located in Queensland’s Bowen Basin. Joint Venture agreements already in place with major miner Rio Tin
Slide 4: Experienced Board & Management
Experienced Board & Management For personal use only John Bovard Non-executive Chairman Over 40 years’ experience in mining, prominent positions with Australian and international companies (Western Mining, OK Tedi and Placer Pac). Advisory roles in mining and construction. Paul Byrne Executive Direc
Slide 5: Why Invest in AQC?
Why Invest in AQC? For personal use only Major JV partners (Rio Tinto and Cuesta Coal) validates asset quality & potential Proven coal province – Bowen Basin, the most developed coal hub for export coal in Queensland Portfolio of highly attractive projects 100% working interest in highly pro
Slide 6: Major JV Partners Validates Potential
Major JV Partners Validates Potential For personal use only Significant joint venture partners – mining major Rio Tinto and Cuesta Coal JV agreements validates quality and potential of AQC assets in Queensland’s coal hub JV partners operating and managing the respective exploration programs in
Slide 7: JV Agreement Details
JV Agreement Details For personal use only • Transaction is a two year turnaround where RioTinto has several monetary trigger points • AQC also has a number of Put Options • AQC has a 10% free carry interest through to bankable feasibility
Slide 8: Proven Coal Province
Proven Coal Province For personal use only Located in the coal hub of Queensland Bowen Basin – supplies some of the world’s highest quality metallurgical, PCI and thermal coal for export and domestic markets AQC’s tenements surrounded by producing coal mines owned and operated by major mining co
Slide 9: Project Overview: Mt Hillalong, Blackwater, East Wandoan
Portfolio of Attractive Projects For personal use only Mt Hillalong Project Rio Tinto JV +100km² Blackwater Project 100% working interest 107 Mt Inferred Resource* Near-term exploration focus 103km² East Wandoan Project Cuesta Coal JV 23.9Mt Inferred Resource* 1274km² *Statement of resource quantity
Slide 10: Mt Hillalong
Portfolio of Attractive Projects For personal use only Mt Hillalong Joint venture with Rio Tinto validates acreage quality and highlights potential Targeting Rangal Coal Measures 4 prospective EPCs Rio Tinto Exploration to solely fund and manage a minimum expenditure of $700,000 exploration
Slide 11: Blackwater
Portfolio of Attractive Projects For personal use only Blackwater 100% working interest 107 Mt Inferred Resource* at Cooroorah (EPC 1827) Near-term exploration focus Cooroorah (EPC 1827) Carlo Creek (EPC1995) Dingo (EPC 1859) Drilling to commence in Q4 2012 *Statement of resource quant
Slide 12: Blackwater: Cooroorah (EPC 1827)
Portfolio of Attractive Projects For personal use only Blackwater Cooroorah (EPC 1827) 107 Mt Inferred Resource* Located near rail network and developed infrastructure, linking it to Gladstone and major coal ports Infill drilling program in Q4 2012 to Q1 2013 move to Indicated & Measured Res
Slide 13: Wash Plant Capability - Blackwater Area
Wash Plant Capability - Blackwater Area For personal use only No. of Wash Wash Plant Annual Mine Company Plants Capacity* Production Blackwater BHP Billiton Mitsubishi Alliance 1 14 Mt/a 14 Mt/a ^ Yarrabee Yancoal Australia Ltd 1.8 Mt/a 4 Mt/a ^ Curragh Westfarmers Resources Limited 2 7 Mt/a 9 Mt/a
Slide 14: Blackwater: Dingo (EPC 1859)
Portfolio of Attractive Projects For personal use only Blackwater Dingo (EPC 1859) Located on rail network Infill drilling program proposed in Q4 2012 - Q1 2013 to elevate to a Resource Targeting Rangal Coal Measures 30km east of operating Blackwater and Curragh coal mines Surrounded by
Slide 15: Blackwater: Churchyard Creek (EPC 1996)
Portfolio of Attractive Projects For personal use only Blackwater Churchyard Creek (EPC 1996) Drilling of northern tenement during Q2 2012 intersected three target seams including the Canis, Lepus and Fairhill Seams Initial indications of low yielding Canis Seam with higher yields in the Fairh
Slide 16: Neighbouring Resources
Portfolio of Attractive Projects For personal use only Neighbouring Resources Xstrata EPC 713 & 841 CAML Resources EPC 1139 Churchyard Creek EPC 1996 – 31km² EPC 1996 Mt Stuart EPC 1997 – 13km² Aquila Aquila Resources Resources Argos EPC 958(Qld) & 966 Stanmore Coal 108Mt Measured EPC 958Resource EP
Slide 17: East Wandoan Neighbouring Companies
Portfolio of Attractive Projects For personal use only East Wandoan Neighbouring Companies: Joint venture with Blackwood Resources Adani (acquired by Cuesta Coal) Xstrata Covering over 1200 km2 New Hope 17
Slide 18: East Wandoan
Portfolio of Attractive Projects For personal use only East Wandoan 4 quality EPCs – covering acreage in the Clarence-Morton, Surat and Galilee Basins, prospective for shallow thermal coal AQC has 10% free carry to feasibility study stage Cuesta Coal has announced a 23.9 Mt maiden Inferred The
Slide 19: 100% Working Interest in Blackwater
100% Working Interest in Blackwater For personal use only Highly prospective Blackwater project – strong landholding centrally located amongst operating mines and numerous mining majors Project focus – targeting high quality metallurgical coal High working interest provides funding optionality
Slide 20: Existing Infrastructure Network
Existing Infrastructure Network For personal use only Blackwater EPCs (100% AQC) have links Connections to export and domestic to established rail network coal markets Excess capacity exists in network Ability to sell coal to nearby producers, to commercialise coal projects or process utilis
Slide 21: Near-term Drilling Activity
Near-term Drilling Activity For personal use only At AQC’s 100% owned project at Blackwater, the above scheduled drilling campaigns are fully funded through the planned exploration program 21
Slide 22: Multiple Funding Options
Multiple Funding Options For personal use only Various sources of funding available to AQC to fund exploration program through to end of 2013 and beyond High working interest in Blackwater provides funding optionality Joint venture/farm in opportunities Interest from existing joint venture p
Slide 23: Why Invest in AQC?
Why Invest in AQC? For personal use only Major JV partners (Rio Tinto and Cuesta Coal) validates asset quality & potential Proven coal province – Bowen Basin, the coal hub of Queensland Portfolio of highly attractive projects 100% working interest in highly prospective Blackwater project E
Slide 24: Competent Persons Statement
Competent Persons Statement For personal use only This presentation has been prepared in accordance with the Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves "The JORC Code" (2004) and reviewed by Mr S.W (Bill) Hayes of S.W Hayes and Associates who consents
Slide 25: For personal use only
For personal use only ASX code: AQC Head Office: Level 7, 10 Felix Street Board of Directors: Brisbane Qld 4000 John Bovard Non-executive Chairman Paul Byrne Executive Director and CEO Phone: +61 7 3221 0679 Peter Ziegler Non-executive Deputy Chairman Fax: +61 7 3229 9323 Paul Ingram Non-executive D
Australian Pacific Coal — Proactive Investors "Stars in 2012" Series on 6ix