Terracom Limited · ASX:TER
Terracom — Guildford Coal — Shareholder Meeting (November 2012)
25 slides from Terracom's shareholder meeting presentation, Nov 30, 2012
Slide 1: 2012 AGM Presentation
2012 AGM Presentation 30 November 2012
Slide 2: Cautionary Statement
2 CAUTIONARY STATEMENT The information contained in this document (Presentation) has been prepared by Guildford Coal Limited (Company). This Presentation does not constitute an offer or invitation to any person to subscribe for or apply for any securities in the Company. This Presentation contains s
Slide 3: Competent Persons Statement
3 Competent Persons Statement # Exploration Target References to Exploration Targets in this document are in accordance with the guidelines of the JORC Code (2004). As such it is important to note that in relation to reported Exploration Targets any references to quality and quantity are conceptual
Slide 4: Agenda
4 Agenda 1 Executive Summary and Achievements 2 Guildford Coal in Mongolia 3 Guildford Coal in Australia 4 Summary of the Guildford Coal Investment Proposition A Table of Resources
Slide 5: Executive Summary
5 1 Executive Summary
Slide 6: Executive Summary
6 Executive Summary • Guildford has successfully established two independent divisions: • Queensland - large scale thermal opportunity in Northern Galilee Basin with access to existing rail and port infrastructure • Mongolia – low cost coking coal project adjacent to Chinese border • Developed a lar
Slide 7: Major Achievements 2012 - Mongolia
7 Major Achievements 2012 - Mongolia South Gobi Project • Developed maiden JORC resource of 70.4Mt (39.7Mt Indicated and 30.7Mt Inferred) of coking coal on North Pit • Developed maiden JORC inferred resource of 40.5Mt of coking coal on East Pit • Established an Exploration Target# of 70Mt to 892Mt i
Slide 8: Major Achievements 2012 - Queensland
8 Major Achievements 2012 - Queensland Greater Northern Galilee Project (Hughenden, Pentland and Clyde Park) • Increased and upgraded Hughenden JORC resource to 1.619Bt (123.6Mt Indicated and 1.495Bt Inferred) of thermal coal and established an Exploration Target# of 285Mt to 2.83Bt • Developed maid
Slide 9: Guildford Coal in Mongolia
9 2 Guildford Coal in Mongolia
Slide 10: Location of Mongolian Projects
10 Location of Mongolian Projects Mid Gobi Project South Gobi Project Source MMC Citi
Slide 11: South Gobi Project - Overview
11 South Gobi Project - Overview North Pit 70.4Mt JORC Resource 14Mt to 73Mt Exploration Target# Central Pit 56Mt to 279Mt Exploration Target# East Pit 40.5Mt JORC Resource West Pit 0Mt to 241Mt Exploration Target# 0 to 300Mt Exploration Target#
Slide 12: South Gobi Project – North Pit
12 South Gobi Project – North Pit • Mongolian mining contractor Grand Power LLC engaged for whole of mine services • Low stripping ratio conventional open cut strip mine utilising medium size hydraulic excavators and dump trucks • Initial production target expected to be in excess of 3Mt in first ye
Slide 13: South Gobi Project – East Pit
13 South Gobi Project – East Pit • A Mining Services Agreement has been executed with Leighton LLC (Leighton) the Mongolian operating subsidiary of Leighton Asia Limited • The whole of mine services agreement is for 12 months and provides for Leighton to move approximately 7 million cubic metres of
Slide 14: South Gobi Project – Coal Quality and Market
14 South Gobi Project – Coal Quality and Market • Market and Offtake • Long form agreement reached on terms and conditions for coal sale and purchase with end user Sojitz • Marketing and logistics team established by Noble under the marketing agency agreement • Most recently published Mongolian Coki
Slide 15: Guildford Coal in Australia
15 3 Guildford Coal in Australia
Slide 16: Queensland—Project Snapshot
16 Queensland—Project Snapshot Summary of Portfolio Estimated 20,000km2 of exploration tenements located across Queensland’s major coal bearing basins including: - Bowen - Galilee - Maryborough Guildford Queensland Target Coal Products Projects - Hard Coking - Thermal - PCI Priority Projects - Hughe
Slide 17: Greater Northern Galilee Coal Project
17 Greater Northern Galilee Coal Project 123.6Mt JORC Indicated Resource 1,495.4Mt JORC Inferred Resource 285Mt to 2,830Mt Exploration Target# 623Mt JORC Inferred Resource 40Mt to 815Mt Exploration Target# 295Mt To 2,890Mt Exploration Target# • Hughenden Tenements are held by Guildford’s 100% owned
Slide 18: Greater Northern Galilee Coal Project Large Scale Opportunity Close to Infrastructure
Greater Northern Galilee Coal Project 18 Large Scale Opportunity Close to Infrastructure Covering approximately 16,500km2, the project has the potential to support multiple 1 open cut and underground mining operations Two deposits delineated during 2012, Clyde Park Coal OC / UG & Hughenden UG 2 cove
Slide 19: Greater Northern Galilee Coal Project – Start Up Mine Concept
19 Greater Northern Galilee Coal Project – Start Up Mine Concept Multi Pit with Centralised Infrastructure • Start Up Project Development would consist of the following: • Open Cut Mine at Clyde Park Coal ( EPC1260) • Highwall entry Longwall Mine at Clyde Park Coal( EPC1260) • Longwall Mine at Hughe
Slide 20: Greater Northern Galilee Coal Project – Start Up Mine Concept
20 Greater Northern Galilee Coal Project – Start Up Mine Concept PROJECT CONCEPTUAL GENERAL ARRANGEMENTS
Slide 21: Summary of the Guildford Coal Investment Proposition
21 4 Summary of the Guildford Coal Investment Proposition
Slide 22: Summary of the Guildford Coal Investment Proposition
22 Summary of the Guildford Coal Investment Proposition 1 South Gobi Project: material near-term production and cash flows expected 2 Multiple, high quality, low cost brown field expansion opportunities at South Gobi Project Expected lowest quartile cash costs, low capex and forecast production of c
Slide 23: Thank you
Thank you GUILDFORD
Slide 24: A Table of Resources
24 A Table of Resources
Slide 25: Appendix A - Mineral Resource Summary
25 APPENDIX A - MINERAL RESOURCE SUMMARY JORC Resources Exploration Target# (Mt) (Mt) Potential Coal Independent Guildford Coal Type Geologist Measured Indicated Inferred Total Lower Upper Hughenden* 123.6 1,495.4 1,619 285 2830 Thermal MDM Pentland% 295 2890 Thermal MDM Clyde Park@ 623 623 40 815 T