Jameson Resources Limited · ASX:JAL
Jameson Resources — Investor Presentation (February 2014)
21 slides from Jameson Resources's investor presentation, Feb 17, 2014
Slide 1: Investor Presentation February 2014
For personal use only INVESTOR PRESENTATION FEBRUARY 2014
Slide 2: Financial Snapshot
Financial Snapshot For personal use only Share Capital Price Volume Chart Share Price (February 14th, 2014) A$0.21 Shares Outstanding 190m Market Capitalisation A$40m Trading Range (6 month) A$0.19 to A$0.28 Cash Reserves Cash (February 10th 2014) A$4.8m Options and Exchangeable Shares Options (A$0.
Slide 3: Highly Experienced Management Team
Highly Experienced Management Team CANADAonly David Fawcett - Chairman • Mining engineer with over 37 years coal experience in western Canada • Proven track record for initiating and advancing new coal mine development • Awarded the 2012 AMEBC Coal Award for Excellence in Mine Development personal u
Slide 4: Few Coking Coal Basins have Export Potential
Few Coking Coal Basins have Export Potential For personal use only MONGOLIA KYRGYZ REPUBLIC RUSSIA WESTERN CANADA • ASX Companies: AKM, GUF • ASX Companies: CLA • ASX Companies: TIG • ASX Companies: JAL , ATU (anthracite) • 11 Mtpa overland exports • No exports • 15 Mtpa seaborne exports • 28 Mtpa s
Slide 5: Strategic Location
Crown Mountain – Strategic Location For personal use only • The Elk Valley and Crowsnest coal fields offer compelling global opportunities for development of a coking coal project • Teck is the world’s second largest seaborne supplier of metallurgical coal, based on its mines in the Elk Valley and C
Slide 6: Rail to Port
Crown Mountain – Rail to Port For personal use only No capacity constraints on rail networks and ports currently undergoing expansion RAIL • Common user railway linking southeast BC to deep water ports in Vancouver: distance to port 1,192km • A new rail siding will be constructed adjacent to the rai
Slide 7: Geology and Resources
Crown Mountain – Geology and Resources For personal use only DOMAIN Measured Indicated Meas/Ind Inferred (Mt) (Mt) (Mt) (Mt) North Block 7.9 7.1 15.0 0.0 South Block 51.3 0.0 51.3 0.0 Southern Extension 0.0 0.0 0.0 23.7 TOTAL 59.2Mt 7.1Mt 66.3Mt 23.7Mt 7
Slide 8: Preliminary Economic Assessment
Crown Mountain – Preliminary Economic Assessment For personal use only • Low cost surface mining methods with raw strip ratio of 4.3:1 BCM/tonne which is significantly lower than Teck • Surface mine development will use truck/excavator methods; mining conditions at Crown Mountain will be similar to
Slide 9: Exploration Program 2013
Crown Mountain – Exploration Program 2013 For personal use only • Exploration drilling program to better define coal quality and washability completed ahead of schedule and under budget • Program focused on North and South Blocks and included seven large diameter core holes (150mm) and six reverse c
Slide 10: Laboratory Flow Sheet
Crown Mountain – Laboratory Flow Sheet For personal use only Lab – Receives Apparent Density, SG, Incremental Core Ash, Moisture, Sulphur Sample of Coal and Partings Composite Core Sample & Air Dry SIZE FRACTION DROP SHATTER Dry Screen Analysis @ Dry and Wet Tumbler ANALYSIS TEST 50,25,13,6,2,1,1x0m
Slide 11: Coal Quality
Crown Mountain – Coal Quality For personal use only • Initial laboratory results from all large diameter core holes have been received • Washability recovery, which directly correlates to plant yield once adjustments are made for out-of-seam dilution and pit loss, continues to be higher than expecte
Slide 12: Coking Coal Parameters and Competitor Specifications
Coking Coal Parameters and Competitor Specifications For personal use only Coal Quality Parameter Crown Mountain1 General Specs - Global South East BC Total Moisture % (arb) TBD2 Max 10 8-9 Ash % (db) 8.74 Max 10 8.5 - 9.6 Volatile Matter % (db) 20.85 17 - 35 21 - 27 Sulphur % (db) 0.58 < 1 (typ 0.6
Slide 13: Environmental Studies
Crown Mountain – Environmental Studies For personal use only • Environmental baseline studies are well advanced with the BC MOE required two year monthly water sampling and quality test work scheduled for completion in April 2014 • Hydrologic studies, including the installation of several down-hole
Slide 14: Timeline
Crown Mountain – Timeline For personal use only 2013 2014 2015 ACTIVITY Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Resource Estimate Preliminary Economic Assessment Exploration – LDC & RC Drilling program Coal Quality Testwork Pre-Feasibility Study Project Description / Terms of Reference EA / Permittin
Slide 15: Peace River Projects – Strategic Location
Peace River Projects – Strategic Location For personal use only • 100% ownership of Dunlevy, Carbon East, Peace Reach and Graham River projects within the Peace River coal field • Projects along strike from operating coal mines and a number of resource projects under exploration and feasibility • Lo
Slide 16: Dunlevy – Approvals and Work Program Update
Dunlevy – Approvals and Work Program Update For personal use only • Two licenses comprising 2,626 Hectares have been granted. • All proposed drill sites fall within the approved tenure • Drilling expected to commence in March/April pending Notice of Work approval • Exploration program will establish
Slide 17: Dunlevy – Priority Target Area
Dunlevy – Priority Target Area For personal use only Approximate Location of Upper Seams; Lower Seam(s) Are Projected to be ~200 m Below Upper Seams 17
Slide 18: Summary
Summary For personal use only POSITIONED IN WORLD CLASS Jameson is a pure coking coal Company and owns coal projects within Canada’s prolific METALLURGICAL FIELDS Elk Valley and Peace River coking coal fields Quality projects located proximal to road network and an extensive rail system linking PROX
Slide 19: For personal use only
For personal use only www.jamesonresources.com.au AUSTRALIAN OFFICE (Corporate) CANADIAN OFFICE Level 2, 79 Hay Street Suite 800, 1199 West Hastings Street Subiaco, WA 6008 Vancouver, BC V6E 3 T5 T: +61 (8) 9200 4473 T: +1 (604) 629-8605 E: admin@jamesonresources.com.au
Slide 20: Disclaimer
Disclaimer For personal use only This document has been prepared as a summary only, and does not contain all information about the Jameson Resources Limited’s (the “Company”) assets and liabilities, financial position and performance, profits and losses, prospects and the rights and liabilities atta
Slide 21: Competent Persons Statements
Competent Persons Statements For personal use only PRELIMINARY ECONOMIC ASSESSMENT The information in this presentation that relates to the preliminary economic assessment is based on information compiled by Mr. Keith Wilson P. Eng., who is a Member of a Recognised Overseas Professional Organisation
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