Terracom Limited · ASX:TER
Terracom — Sydney Mining Club Blockbuster Coal Event (June 2025)
19 slides from Terracom's conference presentation, Jun 5, 2025
Slide 1: TerraCom Limited - Sydney Mining Club Blockbuster Coal Event
5 June 2025 TerraCom Limited "Sydney Mining Club ASX:TER Blockbuster Coal Event" For personal use only
Slide 2: Disclaimer & Important Notice
Disclaimer & Important Notice IMPORTANT NOTICE This presentation (Presentation) has been prepared to provide prospective investors (Recipients) with information about TerraCom Limited ACN 143 533 537 (TerraCom) and its business of being a resource explorer with a large portfolio of For personal use
Slide 3: Disclaimer & Important Notice (continued)
Disclaimer & Important Notice IMPORTANT NOTICE (CONTINUED) This Presentation should not be relied upon as the sole representation of any matter that a Recipient should consider when evaluating TerraCom or the Business. For personal use only Nothing in this document should be construed as authorising
Slide 4: Company Overview
For personal use only Overview Company 4
Slide 5: About TerraCom
About TerraCom For personal use only TerraCom Limited (ASX: TER) is an Australian based mining resources company with a global footprint, comprising a large portfolio of operating assets in Australia and South Africa within the coal sectors. We are a renowned low-cost producer focused on delivering
Slide 6: A Strong & Dedicated Leadership Team
A Strong & Dedicated Leadership Team For personal use only Mark Lochtenberg Danny McCarthy Mark Ludski Non-Executive Chairman Managing Director Non-Executive Director Glen Lewis David Norris Megan Etcell Non-Executive Director Non-Executive Director CFO and Company Secretary 6
Slide 7: Company at a glance
Company at a glance… For personal use only Portfolio & Geographic Three Producing Mining South Africa Diversification Operations A stable fixed Portfolio of producing, 1 in Australia development, and margin business exploration assets in 2 in South Africa 85% of coal is sold domestically Australia a
Slide 8: Corporate Snapshot
Corporate Snapshot For personal use only Market Cap (A$) 49M Global Shipping to Customers Worldwide Delivering exception value from a diversified, high-yielding asset Share Price (A$) portfolio across Australia and South Africa's coal sectors 0.061 Shares on Issue (million) 801.0 Shareholders % ISC
Slide 9: Flagship Blair Athol Coal Mine
Flagship Blair Athol Coal Mine ● Flagship Blair Athol Coal Mine, For personal use only located in Clermont Queensland, acquired in 2017. ● TerraCom has successfully restarted operations and exports approximately 1.6 million tonnes per annum (FY2024) of high-quality low impurity thermal coal. ● Rehab
Slide 10: Watch Blair Athol Mine Flyover
Watch Blair Athol Mine Flyover: https://youtu.be/9OBPtG7VMPY?si=u6eeNmDI1QTS3hdJ For personal use only 10
Slide 11: Long-Term Market Demand
Long-Term For personal use only Market Demand 11
Slide 12: Thermal Coal Demand
Thermal Coal Demand Header IEA forecasts global coal demand to remain steady Global Energy Demand to 2030 following by a relatively gradual decline to 2035, driven by demand in emerging market and International Energy Agency (IEA) predicts that long-term For personal use only developing economies gl
Slide 13: Drivers for Global Energy Demand
Drivers for Global Energy Demand For personal use only Electrification Data Centers Cooling Electric Vehicles Growth in electricity demand is Data centers are becoming major Increased demand for air The electrification of transportation driven by the increasing use of consumers of electricity, espec
Slide 14: Growth Strategy
For personal use only Growth Strategy 14
Slide 15: Moorlands Thermal Coal Project
Moorlands Thermal Coal Project ● In August 2024, TerraCom entered into a For personal use only Cooperation Agreement with Wintime Energy Group Co., Ltd (Wintime) to jointly develop and operate the Moorlands Thermal Coal Project in Queensland. ● Moorlands Project is initially proposed as a 1.9mtpa ru
Slide 16: Watch Moorlands Project Design
Watch Moorlands Project Design: https://www.youtube.com/watch?v=WGoAxtJUobI For personal use only 16
Slide 17: Outlook
For personal use only Outlook 17
Slide 18: Powering Growth Through Excellence
Powering Growth Through Excellence For personal use only Strong diversified Operational focus portfolio of producing, to drive sustainable development and business improvement exploration assets in and resilience across Australia and South the1.6Mt Group Africa 18
Slide 19: Contact
ASX:TER For personal use only Contact Danny McCarthy Managing Director P: +61 7 4983 2038 E: investors@terracom.au Jane Morgan Investor & Media Relations P: +61 405 555 618 E: jm@janemorganmanagement.com.au 19
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