Stanmore Resources Ltd · ASX:SMR
Stanmore Resources — Stanmore Coal — Investor Presentation (November 2012)
16 slides from Stanmore Resources's investor presentation, Nov 28, 2012
Slide 1: Investor Presentation
For personal use only Investor Presentation 28 November 2012
Slide 2: Important information
Important information This document has been prepared by Stanmore Coal Limited (“Stanmore Coal”) for the purpose of providing a company and technical overview to interested analysts/investors. None of Stanmore Coal, nor any of its related bodies corporate, their respective directors, partners, emplo
Slide 3: Investment highlights
Investment highlights 1 Attractive pipeline of Queensland coal projects at various stages of development For personal use only − The Range (Surat Basin) open-cut 5Mtpa (product) export thermal coal. BFS nearing completion − Belview (Bowen Basin) underground 2.9Mtpa (product) coking coal. 6m seam wi
Slide 4: Stanmore Coal Overview
Stanmore Coal Overview Investment Highlights For personal use only Building a diversified portfolio of world class coal assets Well-funded with ongoing support from cornerstone shareholder Sprint Significant coal asset development and delivery experience • 5 Mtpa (product) open cut export ther
Slide 5: Strong Partners and Shareholders
Strong Partners and Shareholders For personal use only Key Metrics(1) Sprint Capital Partners ASX Code SMR Hong Kong based private equity manager Shares on Issue 207.2M Focussed on mining and natural resources sector Current share price A$0.215 Market Capitalisation A$44.5M Partners with stron
Slide 6: Belview – Acquisition of 1186 Creates Large Coking Coal Project
Development Projects Belview – Acquisition of 1186 Creates Large Coking Coal Project 100% owned For personal use only Substantial coking coal project in heart of the Bowen Basin Acquisition of EPC1186 provides access to shallower coking coal (circa 385m depth) and significant increase in Explora
Slide 7: Belview – Acquisition of 1186 Creates Large Coking Coal Project
Development Projects Belview – Acquisition of 1186 Creates Large Coking Coal Project Increased exploration target(1) of 735 – 1103Mt For personal use only across enlarged project area Belview (1114) contains 6m+ Gemini Seam − Primary high quality coking coal: average CSN of 7, ash of 7% − Second
Slide 8: The Range Project – Surat Basin
The Range Project – Surat Basin Asset Overview 100% owned For personal use only 5Mtpa open cut export thermal coal mine over 26 years Capital cost $407M contract mining, $505M owner mining Bankable feasibility study underway ML grant expected 1H, 2013 Infrastructure solution defined Adja
Slide 9: Unlocking the world-class Surat Basin
Unlocking the world-class Surat Basin Stanmore is strongly aligned with the infrastructure solution Surat Basin has strong fundamentals For personal use only which support industry efforts to provide a route to export markets High quality export thermal coal with strong burnout properties Rela
Slide 10: Building a Surat Basin Portfolio
Building a Surat Basin Portfolio EPC’s 1274/76 100% owned For personal use only Potential for export quality thermal coal within 1371km2 tenements Adjacent to 4.5 billion tonne Wandoan project 130-195 Mt initial Exploration Target1 defined at two locations Multiple additional prospective zon
Slide 11: Mackenzie Overview
Development Projects Mackenzie Overview Bowen Basin – 98% Stanmore Coal, 2% Cape Coal (farm-in up For personal use only to 9%) Joint Venture with Cape Coal to identify new treatment and beneficiation techniques Cape Coal bring +60 years experience including treatment of similar South African coa
Slide 12: Tennyson Overview
Exploration Projects Tennyson Overview 100% owned For personal use only Underground coking and export thermal coal targets Exploration Target(1) of 220 – 290Mt 2012 drilling program completed Initial JORC Inferred Resource in H2 2012 Depth from 150m Drill results include: − 2.85m Aries S
Slide 13: Asset Development Schedule
Asset Development Schedule Next 12 months and beyond For personal use only Asset 2H12 1H13 2H13 2014 Beyond 2014 -2017: Construction Belview Drilling commences EPC 1186; update Conceptual Study Undertake PFS Undertake BFS 2018 - Production The Range BFS delivery Complete Supplementary EIS; obtain ML
Slide 14: Supplementary Slides
For personal use only Supplementary Slides 13
Slide 15: Strong Board and Management Team
Strong Board and Management Team NEVILLE SNEDDON NICK JORSS STEPHEN BIZZELL VIV FORBES ANDREW MARTIN For personal use only Managing Director Director Director Chairman Director Mining engineer with 37 20 years in engineering, Extensive experience in Over 40 years of Bowen Basin 15+ years in investme
Slide 16: Reserves, Resources and Exploration Targets
Reserves, Resources and Exploration Targets For personal use only JORC JORC JORC Marketable Recoverable Measured JORC Indicated JORC Inferred Total JORC Additional Project Coal Reserve (1) Coal Reserve (1) Resource (1) Resource (1) Resource (1) Resource (1) Exploration Target (3) (2) (2) Low High Th
Stanmore Coal — Investor Presentation (November 2012) on 6ix