South Gobi and Indomet Coal Asset Strategic Overview
OVERVIEW
FOCUS ON CASHFLOW AND GROWTH IN STRONG MARKET
✓ Independent coking coal and high quality thermal coal producer
•
Targeting production from 3 mines in 3 regions with a total target
output rate of 5Mtpa* by end of 2017 and all mines are forecast to
deliver strong positive cash flows
Blair Athol Thermal Coal Mine in Australia#
•
A$1 acquisition of Blair Athol (BA) thermal coal mine in Bowen Basin,
Australia completed and mining operations to commence in Q2 2017
BNU Hard Coking Coal Mine in Mongolia
Successfully restarted BNU mining operations underpinned by 5.5yr
coal offtake agreement for ~7.5Mt of sales linked to seabourne prices
Indomet Hard Coking Coal Mine in Indonesia
•
In discussion to acquire operating hard coking coal mine in Central
Kalimantan, Indonesia targeting completion in Q3 2017
Large JORC resource base* (excludes BA and Indomet)
⚫ 304 Mt JORC 2004 of coking and thermal coal in Mongolia
• 2.1 Bt JORC 2004 of thermal and PCI coal in Australia
✓ Strong development pipeline
Organic /Brownfields expansion from each of the 3 regional hubs
through development of large surrounding resources
Resilient balance sheet
•
After restructuring through the issuance of a 5-year interest-only
EuroClear-traded bonds
✓ Strong Board and management team
3 Regions
Operations in Australia,
Mongolia & Indonesia
A$1 Acquisition
of Blair Athol thermal coal
mine in Australia
Cash Generating
Capitalising on strong coal
market targeting 5 Mtpa rate
across 3 countries by end of
2017
>120 Years
of combined management
experience
Note #: Blair Athol Mine acquisition is subject to
relevant Queensland Government approvals
Note *: no change to this information from
previous disclosures and see competent person
statement at end of presentation
•
Proven track record in building and operating coal mines
TERRACOM
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