Australian Pacific Coal Limited · ASX:AQC

Australian Pacific Coal — Shareholder Meeting (November 2013)

20 slides from Australian Pacific Coal's shareholder meeting presentation, Nov 29, 2013

  1. Slide 1: Coal Projects

    For personal use only Coal Projects November 2013 “Delivering Value From Queensland Coal”

  2. Slide 2: Disclaimer

    Disclaimer For personal use only This presentation has been prepared by Australian Pacific Coal (ACN 089 206 986) (AQC). The presentation and information contained in it is being provided to shareholders and investors for information purposes only. Shareholders and investors should undertake their o

  3. Slide 3: Company Overview

    Company Overview For personal use only An Australian public company focusing on the exploration and development of metallurgical and thermal coal. Interests in quality coal tenements strategically located in Queensland’s Bowen Basin. Joint Venture agreements already in place with major miner Rio Tin

  4. Slide 4: Experienced Board & Management

    Experienced Board & Management For personal use only Peter Ziegler Chairman Experienced director, former partner at major international accounting firm. Principal of asset management firm specialising in investments in listed and unlisted equities. Paul Byrne Executive Director Has been active in th

  5. Slide 5: Why Invest in AQC?

    Why Invest in AQC? For personal use only  Major JV partners (Rio Tinto and Cuesta Coal) validates asset quality & potential  Proven coal province – Bowen Basin, the most developed coal hub for export coal in Queensland  Portfolio of highly attractive projects  100% working interest in highly pro

  6. Slide 6: JV Agreement Details

    JV Agreement Details For personal use only • Drilling by Rio Tinto over a two year period enabling Rio’s exercise of a call option to acquire 75% of AQC’s tenement EPC1824 at a pre-agreed exercise price • AQC also has a number of Put Options to monetise its remaining position • AQC has a 10% free ca

  7. Slide 7: Proven Coal Province

    Proven Coal Province For personal use only  Located in the coal hub of Queensland Bowen Basin – supplies some of the world’s highest quality metallurgical, PCI and thermal coal for export and domestic markets  AQC’s tenements are surrounded by producing coal mines owned and operated by major minin

  8. Slide 8: Blackwater

    Portfolio of Attractive Projects For personal use only Blackwater  100% working interest  Granted MDL 453 (Cooroorah)  Near-term exploration focus  Dingo (EPC 1859)  Carlo Creek (EPC1995)  Other coal exploration tenements  Churchyard Ck (EPC1996)  Bluff (EPC1798)  Rocky Creek (EPC1894) 8

  9. Slide 9: Blackwater – Cooroorah (MDL 453)

    Portfolio of Attractive Projects For personal use only Blackwater  Cooroorah (MDL 453)  124.9 Mt Coal Resource*  69.6Mt Indicated  55.3Mt Inferred  Located near rail network and developed infrastructure, linking it to Gladstone and major coal ports  Adjacent to Jellinbah, Currugh, Yarrabee and

  10. Slide 10: Blackwater – Dingo (EPC 1859)

    Portfolio of Attractive Projects For personal use only Blackwater  Dingo (EPC 1859)  Located on rail network  Infill drilling program proposed in Q1 – Q2 2014 to elevate to a Resource  Targeting Rangal Coal Measures  Adjacent to Bandanna Energy ML80180 (Dingo West)  30km east of operating Blac

  11. Slide 11: Blackwater – Churchyard Creek (EPC 1996)

    Portfolio of Attractive Projects For personal use only Blackwater  Churchyard Creek (EPC 1996)  Drilling of northern tenement during Q2 2012 intersected target seams including the Canis, Lepus and Fairhill Seams  Initial indications of low yielding Canis Seam with higher yields in the Fairhill Se

  12. Slide 12: Clermont (EPC 2011)

    Portfolio of Attractive Projects For personal use only Clermont (EPC 2011)  Adjacent to Glencore’s (formerly Rio Tinto’s) Clermont Coal Mine  Located near two rail networks providing access to major coal ports at Mackay and Gladstone  Target – Clermont Basin with potential for thick open cut mine

  13. Slide 13: Mt Hillalong

    Portfolio of Attractive Projects For personal use only Mt Hillalong  Joint venture with Rio Tinto validates acreage quality and highlights potential  Targeting Rangal Coal Measures  4 prospective EPCs  Rio Tinto Exploration to solely fund and manage a minimum expenditure of $700,000 exploration

  14. Slide 14: Mt Hillalong Exploration

    Portfolio of Attractive Projects For personal use only Mt Hillalong Exploration  Rio Tinto Exploration completed two open holes and three 2D seismic lines during September 2013 to assess the potential for Rangal Coal measures  Drill results : - HILL0002 - 12m net coal between 320m and 460m depth f

  15. Slide 15: Cuesta JV projects

    Portfolio of Attractive Projects For personal use only Cuesta JV projects  Joint venture with Blackwood Resources (acquired by Cuesta Coal)  Covering over 1200 km2 15

  16. Slide 16: East Wandoan (Cuesta JV)

    Portfolio of Attractive Projects For personal use only East Wandoan (Cuesta JV)  3 quality EPCs – covering acreage in the Clarence-Morton and Surat Basins, prospective for shallow thermal coal  AQC has 10% free carry to feasibility study stage  Cuesta Coal has announced it’s Thorn Hill Deposit co

  17. Slide 17: Multiple Funding Options

    Multiple Funding Options For personal use only Various sources of funding are available to AQC to fund exploration programs into 2014 and beyond  Joint venture/farm in opportunities on 100% owned EPCs  Interest from existing joint venture partners to increase their interest in JV projects  Rio Ti

  18. Slide 18: Why Invest in AQC?

    Why Invest in AQC? For personal use only  Major JV partners (Rio Tinto and Cuesta Coal) validates asset quality & potential  Proven coal province – Bowen Basin, the coal hub of Queensland  Portfolio of highly attractive projects  100% working interest in highly prospective Blackwater project  E

  19. Slide 19: JORC Compliance Statement

    JORC Compliance Statement For personal use only This presentation has been prepared in compliance with the Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves "The JORC Code" (2012). The exploration results and estimates of mineral resources referred to in this

  20. Slide 20: For personal use only

    For personal use only ASX code: AQC Head Office: Level 7, 10 Felix Street Board of Directors: Brisbane Qld 4000 Peter Ziegler Chairman Paul Byrne Executive Director and CEO Phone: +61 7 3221 0679 Paul Ingram Non-executive Director Fax: +61 7 3229 9323 Paul Ryan Non-executive Director Website: www.aq

Australian Pacific Coal — Shareholder Meeting (November 2013) on 6ix