Kingsgate Consolidated Limited · ASX:KCN

Kingsgate Consolidated — Diggers & Dealers Mining Forum 2004

20 slides from Kingsgate Consolidated's conference presentation, Jul 28, 2004

  1. Slide 1: Kingsgate Consolidated Limited - Diggers & Dealers Mining Forum 2004 Presentation

    Kingsgate Consolidated Limited ABN 42 000 837 472 28 July 2004 Via ASX Online (20 pages including cover letter) The Manager Announcements Company Announcements Office Australian Stock Exchange Limited Dear Sir/Madam FOR PUBLIC RELEASE Diggers & Dealers Mining Forum 2004 Presentation Please find encl

  2. Slide 2: Kingsgate — Who We Are

    Kingsgate — Who We Are UNIQUE ine in Thailand ; Lowest Costs __ *Strong Dividend Payments FIRST MOVER GREAT COMPANY IN [HE MAKING

  3. Slide 3: Kingsgate — Who We Are

    Kingsgate — Who We Are « Listed Australian Stock Exchange - KCN * Market Capitalization AS 300 million *2,600 Shareholders we 25% * International ‘Australia 60% Mine Location Bangkok 3.5 firs Power 1 km Employees + 220 Thailand + 8 Australia

  4. Slide 4: Results

    Results 2003/04 Gold Produced (oz) 154 149,979 Cash Cos Silo. _ EBITDA (ASM Earnings per Share (A$) ‘Dividends (A$/share) Net Cash (ASM) Capacity Building During 2003 Production PlantExpansion +* 507% USS7 95 million Refinan : | CapitalRaising Ai 42M Exploration Dramatic Acceleration “Prospect A’ Re

  5. Slide 5: Total Cash Cost and Operating Margin

    US$/oz Operati ng Margin US$/oz 400 A — 400 i 350 ian 300 250 $13 a $102 $109 7 DecOt Mar02 JunO2 SepG2 Oecd2 Mard3 Jund3 Sep63 DecO3 Mar04 Jun 6d [ Total Cash Cost ——te—_ Spot Price ] Original Mill Construction (2001) SN yy ay fy Do Ma

  6. Slide 6: Annualised Throughput

    Annualised Throughput Anousteed Tarot iui

  7. Slide 7: Contract Mining by Lotus Hall

    Contract Mining by Lotus Hall Divestiture - Under KCN Contro! -BOl Incentives - 8 yr tax holiday -51% “Thai ownership” by Nov 2006 Ag! ement [60% Australian) __ Commercial Transaction *Understanding Value is crifical “Actively Investigating Alternatives

  8. Slide 8: Kingsgate — What We're Doing

    Kingsgate — What We're Doing 1. Seeking New Business Opportunities 3. Vigorous Exploration 4 GROWTH & PROFITABILITY 1. Seeking Business Opportunities «Single Operation Diversification ‘Cae U ality difficult to duplicate sian opportunities | Loppoftunities elsewhere «Financial Capacity

  9. Slide 9: Operational Excellence

    Excellence js : Environment « Social ternational Standards ISO 9001 - Quality ISO 14001 — Envin OHSAS 18001 - Safety 2. Operational Exceilence a o 8 2002 2002 4002 1002 2003 2003 MH Austratia BM Chatree Total Recordable Jajury Frequency Rate: Safety Record is 8 x better than Australia

  10. Slide 10: 3. Exploration

    3. Exploration Expenditure {USSM): cy 8 = x N iS 8 te a ® @ i Exploration Strategy Components mmediate Contribution Medium Term: Replace Reserves Long Term: Company Growth

  11. Slide 11: Short Term

    Short Term “H Extension” 65,000 oz “Pp Pit? Bonanza Grades + 106 git Short Term Biayaes Lae ene Kesenvion to Reatgee Hi Bethy Twas 1 Peet “S$ Prospect * 27 m @ 9.8 git 10

  12. Slide 12: Medium Term

    Medium Term Co —_" Alteration system Gold prospect ‘Resouree’ ‘Reserve? * Major en “ Str uctures Drilling @ Pre-March 2003

  13. Slide 13: Drilling

    Drilling | i oo | An @ Pre-March 2003 ® Following Structure chai Drilling in © Pre-March 2603 ® Following Structure © From Geophysics 12

  14. Slide 14: Resistivity Targeting

    Resistivity Targeting 3D modelling Soil data Ground IP Remotely sensed data Local mapping 13

  15. Slide 15: Project Growth

    2002 20044 Project Growth Or 13 mi @ 18.0 ee AE: 19m @ 63 git $: 27 m @.9.8 ft Ri 9m @ 2.108 14

  16. Slide 16: Long Term

    Long Term: Long Term FIRST MOVER Current SPL's Current ML's Loe Pietshatan Best kitometres. ‘Kampuchea 15

  17. Slide 17: Long Term

    Long Term 11,500 sq km Airborne Geophysics Current SPL's Prospective Region | Current ML’s “Infrastructure Current SPLAS N 13 Kilometers Regional Prospects Chatree Mine kilometres 16

  18. Slide 18: Capacity Performance During 2003

    Capacity Performance During 2003 Mill (roughpul Reserves Exploration SPL’s - Hedge Commitments Total Cash Outstanding Debt THEN + 20% x05, 33% + 118% + 2,500 % 43 17

  19. Slide 19: Kingsgate — Where We're Going

    Kingsgate — Where We're Going Strong Dividends Strong Safety & Sustainability Performance To Enhance Shareholder Value Kingsgate — Who We Are UNIQUE FIRST MOVER GREAT COMPANY IN [HE MAKING 18

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