Terracom Limited · ASX:TER
Terracom — Guildford Coal — Investor Presentation (May 2012)
28 slides from Terracom's investor presentation, May 3, 2012
Slide 1: Investor Presentation
Investor Presentation 3rd May 2012
Slide 2: Cautionary Statement
2 Cautionary Statement The information contained in this document (Presentation) has been prepared by Guildford Coal Limited (Company). This presentation does not constitute an offer or invitation to any person to subscribe for or apply for any securities in the Company. While the information contai
Slide 3: Agenda
3 AGENDA Corporate Queensland Mongolia Moving forward to become the next independent ASX listed coal miner
Slide 4: Corporate Snapshot
4 CORPORATE SNAPSHOT ASX Code: GUF Capital Structure Share Price Chart Listed on ASX 22 July 2010 Shares on Issue 476.8 million Share Price $0.675(1/5/12) Market Cap A$321.8million Options on Issue Nil Cash (31 March 2012) A$27.2 million Enterprise Value A$294.6 million
Slide 5: Corporate Overview
5 CORPORATE OVERVIEW QUEENSLAND • JORC Inferred Resource on the Hughenden Project of 1.619Bt of thermal coal • JORC Inferred Resource for the White Mountain Project of 262Mt of thermal coal • Further consolidated Exploration Target# of 740Mt to 7.17Bt across multiple projects targeting a range of co
Slide 6: Resource Profile
6 RESOURCE PROFILE JORC Resources Exploration Target# Potential Coal Independent Guildford Coal (Mt) (Mt) Type Geologist Measured Indicated Inferred Total Lower Upper Hughenden* 1,619 1,619 285 2,830 Thermal MDM Pentland% 295 2,890 Thermal MDM White Mountain@ 262 262 40 815 Thermal MDM/Palaris/Xstra
Slide 7: Board of Directors
7 BOARD OF DIRECTORS Honourable Peter Lindsay Independent Chairman Peter served as a member of the Australian Liberal Party for more then 15 years. Peter was first elected to the Townsville City Council in 1985 and served five terms undefeated. In 1996 he was elected to the Australian Parliament and
Slide 8: Board of Directors (continued)
8 BOARD OF DIRECTORS (continued) Tony Bellas Non – Executive Director Mr Bellas is an experienced company director who currently serves as Chairman of CTM Travel Limited and Non-Executive Director of ERM Power Limited and Australian Water (Qld) Pty Ltd. As well, Mr Bellas has served as a Non-Executi
Slide 9: Queensland Project Update
9 Queensland Project Update Overview Hughenden White Mountain Springsure Sierra Kolan
Slide 10: Queensland Snapshot
10 QUEENSLAND SNAPSHOT Summary of Portfolio: Estimated 20,000km2 of exploration tenement located across Queensland’s major coal bearing basins including: Guildford • Bowen Queensland • Galilee Projects • Maryborough Target Coal Products: • Hard Coking • Thermal • PCI Priority Projects: • Hughenden I
Slide 11: Queensland Coal Projects map
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Slide 12: Queensland Project Update: Overview of Goals for 2012
12 QUEENSLAND PROJECT UPDATE Overview of Goals for 2012 • Complete the feasibility on the Hughenden Coal Project transport (ARG/QR) and shipping solution (Port of Townsville) and progress to binding contracts • Increase the JORC compliant underground resource on Hughenden Thermal Start Up Project on
Slide 13: Queensland Project Update: Hughenden
13 QUEENSLAND PROJECT UPDATE Hughenden
Slide 14: Hughenden Resource & Feasibility
14 QUEENSLAND PROJECT UPDATE Hughenden Resource & Feasibility • Independent Geologists (Moultrie) have estimated the JORC Inferred Resource on the Hughenden Project to 1.619Bt of thermal coal in the Permian Betts Creek Beds at depths suitable for underground mining • The stratigraphy of the coal rep
Slide 15: White Mountain Resource & Feasibility
15 QUEENSLAND PROJECT UPDATE White Mountain Resource & Feasibility • White Mountains Project consists of the adjoining EPC1250 and EPC1260 on north eastern edge of the Galilee Basin • Independent Geologists Moultrie (MDM) completed a compilation and assessment of exploration data to date and calcula
Slide 16: Hughenden / White Mountain - Infrastructure
16 QUEENSLAND PROJECT UPDATE Hughenden / White Mountain - Infrastructure • Signed MOU with ARG, the QR National subsidiary in November 2010, ARG is the primary rail operator on the Mt Isa to Townsville rail line that traverses the Hughenden Project • Signed MOU with the Port of Townsville Limited to
Slide 17: Springsure Overview
17 QUEENSLAND PROJECT UPDATE Springsure Overview • Independent consultants MDM have estimated an Exploration Target# of 60 – 235Mt in Reids Dome Beds • The Springsure EPC1674 is situated in the Central‐Western Bowen Basin Coal Mining District of Queensland. The area is approximately 60km south of th
Slide 18: Kolan Overview
18 QUEENSLAND PROJECT UPDATE Kolan Overview • The Kolan Coal Project is located in the hard coking coal- bearing Maryborough Basin and includes an estimated 23,700 hectares of coal exploration permit in two tenements which are 100% Guildford owned – EPC1872 and EPC2003. • The Exploration Target# for
Slide 19: Sierra Overview
19 QUEENSLAND PROJECT UPDATE Sierra Overview Stanmore McKenzie River Aquila Project 99Mt JORC Washpool Project 138Mt JORC • Hard coking coal target in Fair Hill, Burngrove and Inferred Resource and additional 70- Indicated and Inferred Crocker Formations of Bowen Basin 80Mt exploration target Burngr
Slide 20: Mongolian Project Update
20 Mongolian Project Update Overview South Gobi Middle Gobi
Slide 21: Mongolian Snapshot
21 MONGOLIAN SNAPSHOT Summary of Portfolio • South Gobi Project and Middle Gobi Project South Gobi Project: • South Gobi Project is the priority project which covers large open cut coking coal prospects • Consisting of 1 mining licence, 1 pre-mining agreement and 3 exploration licence’s located in t
Slide 22: Mongolia project location map
Russia Shanghai ke f-- Nariin Sukhatt low South Gob Project @ Tavs Tolgoi Dalandzadgad HS * ° Taagaan Togo! Gants Mod a Pp Cot 4: ‘, [ Trans-Mongollan LEGEND Raliway ———_ s Mongolia eke eee) q | Major, paved road (border to Beijing’ fad Narlin Sukhalt: 40 km, China ULAANBAATAR UU unpaved) Salnshand
Slide 23: Mongolian Project Update Overview
23 MONGOLIAN PROJECT UPDATE Overview SOUTH GOBI PROJECT • Preliminary results from Scoping Study support the technical and economic feasibility of the South Gobi Project - North Pit with costings in line with forecasts • Final mining contractor negotiations to be completed in May 2012 with an antici
Slide 24: South Gobi Project
24 SOUTH GOBI PROJECT North Pit 70.4Mt JORC Resource 14Mt to 73Mt Exploration Target# Central Pit 56Mt to 279Mt Exploration Target# East Pit 56Mt to 241Mt Exploration Target# West Pit 0 to 300Mt Exploration Target#
Slide 25: Mid Gobi Project
25 MID GOBI PROJECT LOCATION of FLUORITE MINERALISATION Location of JORC Resource LOCATION of 221.4 Mt JORC COAL RESOURCE AND EXPLORATION TARGET# OF 165Mt to 830Mt
Slide 26: Mid Gobi Project Fluorite Evaluation
26 MID GOBI PROJECT Fluorite Evaluation • A magnetic survey has been completed on 12929X by Logantek LLC and identified a feature that corresponds with surface mapping and grab MAGNETIC FEATURE sample laboratory analysis which showed potential high grade fluorite SAMPLE LOCATION • The approximate si
Slide 27: Thank You
THANK YOU GUILDFORD
Slide 28: Competent Persons Statement
28 Competent Persons Statement # Exploration Target References to Exploration Targets in this document are in accordance with the guidelines of the JORC Code (2004). As such it is important to note that in relation to reported Exploration Targets any references to quality and quantity are conceptual