Australian Pacific Coal Limited · ASX:AQC
Australian Pacific Coal — Shareholder Meeting (November 2011)
18 slides from Australian Pacific Coal's shareholder meeting presentation, Nov 30, 2011
Slide 1: 2011 Annual General Meeting
For personal use only 2011 Annual General Meeting 30 November 2011
Slide 2: Overview
Overview Coal For personal use only AQC (100%) - 13 Granted EPC’s Rio Tinto – JV (4 EPC’s – 140.7 sqkm) Blackwood JV (4 EPC’s – 1274 sq km) Blackwater area – exploration drilling focus in 2012 Industrial Minerals Bentonite - Mantuan Downs ML & two EPMs Soduim Bicarbonate – Kokstad ML& tw
Slide 3: EPC 1827 Cooroorah Proposed Work Program
EPC 1827- Cooroorah Proposed Work Program For personal use only TARGET: Rangal Coal Measures (3 Seams) Proposed 5 - 15 chip/core holes STATUS: 107Mt JORC inferred, MDL in application phase Detailed lithology and structure logging Sampling of coal seams for coal quality analysis Geophysical w
Slide 4: Mineral Development Licence
Mineral Development Licence For personal use only Mineral Development Licence Application No. 453 Application lodged 08-MAR-2011 16.7 sq km Macarthur Coal Ltd MDL162 to west Jellinbah Mine ML’s to east
Slide 5: Resource Potential
Resource Potential For personal use only Aries & Pisces Seams Pollux Seam Potential Resource (7 sq km) 107Mt JORC Inferred Resource (25 sq km)
Slide 6: EPC1859 Dingo
EPC1859 Dingo For personal use only TARGET: Rangal Coal Measures Proposed Work Program STATUS: Detailed modelling for drill targeting Chip/core holes Multiple seams – 16m to 150m depth Lithology and structure logging Sampling / Analysis of coal Geophysical wireline logging Remodelling an
Slide 7: EPC1996 Church-yard Creek
EPC1996 Church-yard Creek For personal use only TARGET: German Creek Coal Measures Proposed Work Program STATUS: Modelled, Proposed drilling Two chip holes Coking coal - Tieri Seam (~2m thick) 250m – 350m depth with potential for shallower upthrusted fault blocks Lithology and structure logg
Slide 8: Proposed Drilling Program
Proposed Drilling Program For personal use only
Slide 9: Rio Tinto – JV
Rio Tinto – JV For personal use only $2.3 M initial payment $700,000 exploration program in 24 months Rio Tinto option to acquire 75% interest in EPC1824 Area Coal put option to sell 25% interest to Rio Tinto Sale option calculated on resource tonnage Rio Tinto
Slide 10: Rio Tinto - JV
For personal use only Rio Tinto - JV
Slide 11: Blackwood - JV
For personal use only Blackwood - JV
Slide 12: Blackwood – JV EPC1955
Blackwood – JV EPC1955 For personal use only Visit the Cuesta Coal Website: www.cuestacoal.com.au AQC – 10% equity position through to bankable feasibility study on all EPC’s
Slide 13: Enterprise Value (EV)
Enterprise Value (EV) For personal use only
Slide 14: Bentonite - Mantuan Downs
Bentonite - Mantuan Downs For personal use only
Slide 15: Sodium Bi-carbonate
Sodium Bi-carbonate For personal use only ML50207 Kokstad EPC16629 EPC19039 In discussions with development partners
Slide 16: Summary
Summary For personal use only Strong board with international experience in coal sector. Experienced exploration and operations team. Executed JV agreements with high quality partners. EV/t indicates undervaluation of the company by the market relative to other coal explorers and developers.
Slide 17: Competent Person Statement of Compliance
Competent Person Statement of Compliance For personal use only Technical information contained in this report 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
Slide 18: Company details
Company details For personal use only ASX: AQC Capital structure: Board: John Bovard Shares: 533M Paul Byrne Options: 30M Peter Ziegler 12 mth trading: $0.022 to $0.095 Paul Ingram Market cap (29/11):$17.6M Level 7, 10 Felix St Ph: 07 3221 0679 Brisbane Qld 4000 Fx: 07 3229 9323 PO Box 16330 City Ea
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