Coronado Global Resources Inc. · ASX:CRN
Coronado Global Resources — Bell Potter Unearthed Conference 2023
18 slides from Coronado Global Resources's conference presentation, Feb 9, 2023
Slide 1: ASX Announcement: Investor Presentation to Bell Potter Unearthed Conference
ASX Announcement 9 February 2023 For personal use only Investor Presentation to Bell Potter Unearthed Conference Coronado Global Resources Inc. (ASX: CRN) releases the following Investor Presentation to the Bell Potter Unearthed Conference being held today. – Ends – This announcement was authorised
Slide 2: Bell Potter Unearthed Conference
For personal use only Bell Potter Unearthed Conference GERHARD ZIEMS Group Chief Financial Officer 9 February 2023 (All units in USD and metric tonnes, unless otherwise stated)
Slide 3: Important Notices and Disclaimer
Important Notices and Disclaimer The material contained in this presentation is intended to be general background information on Coronado Global Resources (Coronado) and its activities. The information is supplied in summary form and is therefore not necessarily complete. It is not intended that it
Slide 4: A leading international producer of high-quality metallurgical coal
For personal use only A leading international producer of high-quality metallurgical coal, an essential element in the production of steel. 3
Slide 5: Coronado Global Resources – Steel Starts Here
Coronado Global Resources – Steel Starts Here ✓ One of the largest Metallurgical coal producers globally. For personal use only Coronado holds > 2 billion metric tonnes of resources (1) ✓ Coronado coals, transformed in the steel making process, support the manufacture of everyday steel-based product
Slide 6: FY 2022 Preliminary (unaudited) Results
FY 2022 Preliminary (unaudited) Results Despite lower production from wet weather impacts, Coronado delivered record revenue, record dividends and maintains a strong balance sheet For personal use only Record Group revenue of $3.6 billion, up Group Dashboard $1.4 billion, or 66%, compared to 2021.
Slide 7: Capital Management Supported By Strong Fundamentals
Capital Management Supported By Strong Fundamentals Coronado focuses on maintaining a strong balance sheet, sustainable profits and investment flexibility through volatile price cycles, underpinned by operating safe and reliable operations that produce high- For personal use only quality Met coal fo
Slide 8: Share Price Performance / Dividend Yield
Share Price Performance / Dividend Yield Coronado share price / dividend payments ($US700 million) have substantially outperformed the market For personal use only Share Price Performance vs Index (1) Dividend Yield (2) 100% 48.9% 80% +60% 60% 40% 20% 0% -5% -20% -19% 6.1% 1.4% -40% Dec21 Feb22 Apr2
Slide 9: Metallurgical Coal Markets
For personal use only Metallurgical Coal Markets
Slide 10: Record 2022 Met Coal Price Realisations
Record 2022 Met Coal Price Realisations Met coal index is rebounding strongly, Thermal coal index falling For personal use only Metallurgical Coal Price Indices (US$/t) (1) Coronado Average Met Coal Realised Price (US$/t) (3) 700 +112% FY 2021 FY 2022 PLV HCC FOB AUS +93% LV HCC FOB USEC +73% 600 30
Slide 11: Coronado has a Unique Diversification Advantage
Coronado has a Unique Diversification Advantage Coronado supports Met coal customers on five continents FY 2022 Met Coal product offering For personal use only Australia(1),(2) U.S.(3) 8% 2% 30% HCC Low-Vol 34% PCI High-Vol SCC Mid-Vol 68% 58% FY 2022 Group Sales – Geography(4) US Europe Japan China
Slide 12: Metallurgical Coal has a Long-Term Future
Metallurgical Coal has a Long-Term Future Steel is critical to development of a low carbon future; Demand outlook remains firm; India steel production rates anticipated to grow year-on-year due to urbanisation and industrialisation For personal use only Total Global Crude Steel Production (Bt) Total
Slide 13: Strong Metallurgical Coal Demand Through 2050
Strong Metallurgical Coal Demand Through 2050 Growth for seaborne Met coal is underpinned by Indian demand; Primary source growth from Australia For personal use only Seaborne Met Coal Supply (Mt) Seaborne Met Coal Demand (Mt) Global seaborne Met coal demand is forecast to grow to 446 million 446
Slide 14: Supplementary Information
For personal use only Supplementary Information
Slide 15: Reconciliation of Non-GAAP measures
Reconciliation of Non-GAAP measures This report, which includes a discussion of results of operations, includes references to and analysis of certain non-GAAP measures (as described For personal use only below), which are financial measures not recognized in accordance with U.S. GAAP. Non-GAAP finan
Slide 16: Reconciliation of Non-GAAP measures
Reconciliation of Non-GAAP measures For the twelve For the twelve Realised Met Pricing reconciliation for the Total Consolidated Mining Costs per tonne reconciliation Australia United States Consolidated months ended months ended twelve months ended 31 December 2022 (US$ Thousands, except for volume
Slide 17: Coronado 2021 Sustainability Report
For personal use only Coronado 2021 Sustainability Report https://coronadoglobal.com/sustainability/ Bell Potter Unearthed Conference Presentation 16
Slide 18: Contacts
CONTACTS For personal use only Investors: Registered Office: Andrew Mooney Coronado Global Resources Inc. Vice President Investor Relations & Communications Level 33, Central Plaza One, 345 Queen Street P: +61 458 666 639 Brisbane, QLD, Australia, 4000 E: amooney@coronadoglobal.com (GPO Box 51, Bris
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