Alma Metals Limited · ASX:ALM
Alma Metals — African Energy Resources — Investor Presentation (October 2016)
14 slides from Alma Metals's investor presentation, October 2016
Slide 1: Developing Multiple Power Projects in southern Africa; Company Update
Developing Multiple Power Projects in southern Africa; Company Update October 2016
Slide 2: AFR: Company overview
AFR: Company overview AFR is participating in the development of three large-scale power projects in Botswana African Energy has built a portfolio comprising over 8.5 billion tonnes of thermal coal* in three projects in Botswana, the safest and most stable investment destination in Africa All th
Slide 3: Corporate summary
Corporate summary Directors and Senior Management ASX Code AFR Alasdair Cooke Executive Chairman, >25 years experience in project Shares on issue 608 million development, mining and resource sector Market Cap (@ $0.04) AUD $24M Frazer Tabeart Managing Director, >25 years experience in international
Slide 4: Regional power demand – strong growth forecast
Regional power demand – strong growth forecast Sub-Saharan Africa (SSA) has highest forecast population growth globally Forecast growth in power demand is linked to population growth and rising living standards Population is forecast to double between 2010 to 2050, with energy consumption fore
Slide 5: Regional demand for new power supply is strong
Regional demand for new power supply is strong Industrial demand in the Copperbelt and Bushveld, plus growing population is driving a strong, long-term regional market for new power generation Limited competition for new base load supply: Zambian hydro-electric projects (comprising ~80% of Zambia’
Slide 6: African Energy's portfolio
African Energy’s portfolio Regional power shortage in all SADC countries AFR controls large coal resources in a safe jurisdiction near the SAPP hub PORTFOLIO Individual project plans have been matched to market opportunity MANAGEMENT Portfolio risk reduced via multiple projects, each with a differen
Slide 7: The Sese JV: Summary
The Sese JV: Summary First Quantum Minerals Ltd (FQML) will invest up to A $20M in the Sese JV A $10M invested to date by FQML to take a 55% interest and management of JV FQML sole funding the next A $10M to increase its interest to 75% Funding being used to investigate the development of a fu
Slide 8: Sese JV: Project overview
Sese JV: Project overview Approved EIA for 300MW of power and associated coal mining Approved water allocation from Shashe Dam sufficient for 750MW 50-year Land Lease Agreement covering 110km2 surface rights area has been signed Application submitted for a 51km2 Mining Licence Enough coal
Slide 9: The Sese JV: Current work program
The Sese JV: Current work program AUD $3M commitment to technical, commercial and permitting programs Large diameter drilling program has commenced: will collect ~1,000kg coal for combustion testing and physical handling test work will lead to the finalisation of the fuel specification for the
Slide 10: South Africa: the biggest regional market for power sales
South Africa: the biggest regional market for power sales South Africa has announced a 3,750MW coal-fired, cross-border, base-load IPP procurement program: Includes mechanism for direct negotiation with the Dept. of Energy (the “Procurer”) for power sales agreements with Eskom Targeting grid con
Slide 11: Mmamabula West: 600MW development opportunity
Mmamabula West: 600MW development opportunity PFS for an underground coal mine completed in 2014 – potential for low cost ROM coal*, suitable for use as power station fuel Joint Venture Agreement being negotiated with an experienced South African developer Coal mining EIA being amended to incl
Slide 12: Summary – a strong project pipeline
Summary – a strong project pipeline FQML evaluating the development of FQM earning-in, AFR loan carried to Sese JV an integrated mine and power station production from ~450MW power station Multiple power project potential for Finalising Joint Venture Agreement for Mmamabula submission into South Afr
Slide 13: Disclaimer
Disclaimer This presentation has been prepared by and issued by African Energy Resources Limited (“African Energy”) to assist it in informing interested parties about the Company and its progress. It should not be considered as an offer or invitation to subscribe for or purchase any securities in th
Slide 14: Appendix 1: Global AFR Coal Resource Statement
Appendix 1: Global AFR Coal Resource Statement Global Coal Resources for AFR Limited Coal Projects in Botswana Sese Coal & Power Project: Resource Summary (Raw coal on an air‐dried basis), FQML 55%, AFR 45% Resource Zone In‐Situ Tonnes* CV (MJ/kg) CV (kcal/kg) Ash % IM% VM% FC% S% MEASURED (Block‐C)
African Energy Resources — Investor Presentation (October 2016) on 6ix