Jatcorp Ltd · ASX:JAT
Jatcorp — Jatenergy — Investor Presentation (September 2013)
27 slides from Jatcorp's investor presentation, Sep 10, 2013
Slide 1: Investor Presentation September 2013
For personal use only Investor Presentation September 2013
Slide 2: Disclaimer
Disclaimer For personal use only This document has been prepared by Jatenergy Limited (the “Company”) for the purposes of providing information on the Company. Any statements, opinions, or other material contained in this document do not constitute any commitments, representations or warranties by J
Slide 3: Company Snapshot
Company Snapshot For personal use only • Jatenergy (ASX:JAT) is an ASX listed energy investment company, focused on conventional, second generation and energy conversion technologies. Jatenergy acquires projects, creates value through development and then sells or Joint ventures the projects to prov
Slide 4: Company Snapshot – Project Overview
Company Snapshot For personal use only Jatenergy Limited Coal Biofuel Technology Katingan– Conditional Sale Jonggang – In production Jatoil jatropha plantation Coal plus conversion Gerrongang – Near production currently in production technology Atan Bara Subuku Figure 2 – Jatenergy ‐ Project Overvie
Slide 5: Investment Highlights
Investment Highlights For personal use only Immediate Cash flow • $1.8 million to be received by 17th of December, 2013 from the sale of the Coal Soil Brik project. It should be noted that this is subject to the satisfaction of condition precedents. Producing Assets • Jongkang coal project in Kalima
Slide 6: Directors & Management
Directors & Management For personal use only Jatenergy is led by a team of experienced executives from a diverse range of backgrounds. Tony Crimmins – Executive Chairman / Managing Director • BE ME MBA GradDip (Marketing) • Long history of involvement in ASX listed startups including Blueglass. • 6
Slide 7: Company Strategy
Company Strategy For personal use only Jatenergy creates shareholder value through a strategy based on acquiring, developing and divesting assets. Acquire Develop Divest Jatenergy acquires early stage Once a project has been After significantly increasing energy projects, and invests acquired, Jaten
Slide 8: Coal Projects
For personal use only Coal Projects
Slide 9: Coal Project Locations
Coal Project Locations For personal use only Jatenergy owns the rights to five coal development projects in Kalimantan, Indonesia. Figure 3 – Coal Project Location Map
Slide 10: The Indonesian Coal Market
The Indonesian Coal Market For personal use only • Indonesian coal is generally low in ash and sulphur but high in volatiles and moisture. Nearly 80% of production is rated as being sub‐bituminous, having a niche position in domestic and international markets because of strong demand for environment
Slide 11: Coal – Katingan (CSB Project)
Coal – Katingan (CSB Project) For personal use only • A single 5,000 hectare tenement located 160km northwest of the city of Palangkaraya in the South Kalimantan Province on the island of Borneo. • Jatenergy acquired 80% of this project through the acquisition of Blackrock in 2011. • After satisfyin
Slide 12: Coal - Jongkang Projects
Coal ‐ Jongkang Projects For personal use only • Currently in production and produced 30,000 tonnes over the past year. • Located in East Kalimantan approximately 5km along an existing haul road from the Mahakam River and around 25kms from a major hub of Indonesia’s coal industry in Samarinda. • Eac
Slide 13: Stockpiled coal at the Jongkang project
For personal use only Figure 8 – Stockpiled coal at the Jongkang project ready for export
Slide 14: Coal - Geronggang
Coal ‐ Geronggang For personal use only • Consists of a 183 hectare property located within the Kotabaru regency in South Kalimantan. • In November 2010, contractors conducted investigations of the tenements using power and Jackro rigs and outcrop mapping. The drilling to date totals around 360 metr
Slide 15: Coal - Geronggang infrastructure
Coal ‐ Geronggang For personal use only • Existing infrastructure includes: ‐ A hauling road and with the closest of two jetties 4‐5kms away taking an 8,000 tonne barge. ‐ A hauling road to another jetty facility at 7‐8kms of which 2kms needs grading. ‐ Hauling road to jetty BUMD taking 8000 tonnes
Slide 16: Coal - Atan Bara
Coal ‐ Atan Bara For personal use only • A small coal exploration project located in the North Panajam Pasir regency of East Kalinantan, about two hours drive from Balikpapan. • The concession is covered by a production license comprising 200 hectares. • Drilling to date totals around 360 m. • The m
Slide 17: Coal - Subuku
Coal ‐ Subuku For personal use only • Sebuku island located in the southeast of Laut close to Kotabaru Kabupaten region, South Kalimantan. • According to geological information in this island there are mineral deposits that have good economic value such as coal. • There are several layers of coal at
Slide 18: Biofuel Project
For personal use only Biofuel Project
Slide 19: The Jatropha Biofuel Market
The Jatropha Biofuel Market For personal use only • Jatropha is a perennial flowering tree, its seeds contain oil used in biofuel production. • A hardy drought resistant tree that grows in dry climates and produces seeds container 27‐40% oil. • In 2007 Goldman Sachs cited Jatropha as one of the best
Slide 20: Biofuel Project Location
Biofuel Project Location For personal use only Jatenergy currently has the right to one Jatropha biofuels project in Indonesia. Figure 16 – Biofuel Project Location Map
Slide 21: Biofuel – Jatoil
Biofuel – Jatoil For personal use only • Jatenergy has formed a joint venture with another established jatropha oil producing company, PT Waterland International, to develop biofuel farms in Indonesia. • The companies established a company in Indonesia to pursue the venture, PT Jatoil Waterland, of
Slide 22: Technology
For personal use only Technology
Slide 23: Coal Plus Technology
Coal Plus Technology For personal use only • Proprietary coal upgrading technology which coverts low value brown coal into high value energy products. • Unlike existing coal upgrade technologies which are mostly at pilot plant stage, Coal Plus Technology is proven. • Jatenergy has the license for Co
Slide 24: Inputs and Outputs
Inputs and Outputs For personal use only • For Coal Plus process, 1 t of coal requires about: – 0.5 t of water – 0.10 t of steam – 25 kWh of electricity Figure 19 – Diagram showing Coal Plus conversion technology inputs and outputs
Slide 25: Financial Outputs
Financial Outputs For personal use only • Financials depend on the project. The following is a guide for existing Fugu projects (Inner Mongolia). • Solid semi‐coking coal – ~$100/t. • Pyrolysis oil – ~$450/t – can be sold directly in China – hydro‐treating of pyrolysis oil to produce petroleum produ
Slide 26: Advantages of Coal Plus
Advantages of Coal Plus For personal use only • Highly efficient and cost‐effective. • Already in commercial use: – three commercial plants established; – more commercial plants planned or under construction. • Produces multiple, high‐value, finished products. Figures 20 & 21 – Existing Coal Plus Pl
Slide 27: For personal use only
For personal use only E: info@jatenergy.com P: 02 9571 8300