New Age Exploration Limited · ASX:NAE
New Age Exploration — Coaltrans (February 2014)
14 slides from New Age Exploration's conference presentation, Feb 5, 2014
Slide 1: Lochinvar Coking Coal Project
Lochinvar Coking Coal Project For personal use only “A New Age of coking coal for the UK” Coaltrans Presentation February 2014 ASX : NAE
Slide 2: Lochinvar – A Unique Coking Coal Project
Lochinvar – A Unique Coking Coal Project A major undeveloped resource, with low capital intensity, in a For personal use only prime location… Position • 100% ownership • UK advantage Platform • 112Mt Inferred Resource • Potential long life underground mining project Product • Attractive low ash coki
Slide 3: Position – United Kingdom
Position – United Kingdom • Undeveloped coalfield For personal use only • Licence granted 2012 (100% NAE) • Attractive investment destination: Low risk Low cost structure • Supportive landowners, local and national (Scottish) government N • Aiming to be first major United Kingdom Australia new u
Slide 4: Platform – Initial Inferred Resource 112Mt
Platform – Initial Inferred Resource 112Mt Inferred Exploration For personal use only Coal Seam Resource Target (Mt)1 (Mt)2 Nine Foot 78 6 – 10 Six Foot 34 7 – 13 Five Foot - 15 – 24 Total 112 28 – 47 • Based on 8 historic NCB holes and 4 holes drilled by NAE in 2013 • Over 100km seismic lines defin
Slide 5: Platform – Nine Foot Seam Depth Profile
Platform – Nine Foot Seam Depth Profile • Attractive depth, dip (average 7o) and seam thickness for underground mining For personal use only • Initial planning indicates workable mining panels between known faults • Shallow coal - 66Mt Inferred Resource from 100m to 500m depth 5 5
Slide 6: Platform – Seam Thickness
Platform – Seam Thickness Coal (West) (East) For personal use only Six Foot Seam Ave 1.5m (1.5m coal) Nine Foot Seam1 Ave 2.2m (2.0m coal) 1 The Inferred Resource for the Nine Foot Seam includes upper plies of the Nine Foot Seam in the north part of the deposit. In 6 the south part of the deposit th
Slide 7: Product – Low Ash Coking Coal
Product – Low Ash Coking Coal Raw Coal Analysis – Resource Average (Air Dried Basis) For personal use only Seam Resource Inherent Ash Volatile Sulphur CSN Tonnages Moisture Matter Million Tonnes % % % % Nine Foot 78 2.4 10.4 32.6 2.1 6.5 Six Foot 34 3.0 11.0 32.0 3.5 6.5 Clean Coal Analysis (Air Dri
Slide 8: Proximity – UK Infrastructure and Domestic Market
Proximity – UK Infrastructure and Domestic Market For personal use only • West Coast Main Line adjacent to licence (300m) • Direct rail links to potential domestic customers: Minimises project capital expenditure Minimises project build time • No indigenous coking coal supply in UK • Opportunity
Slide 9: Proximity – Logistics Options
Proximity – Logistics Options 2012 Coking Coal Imports: For personal use only • UK 4.8Mt • West Europe 22.9Mt • Total 27.7Mt 2012 Suppliers to UK and Western Europe: • Australia 40% • USA 38% • Other 22% Export Options • Ports – Reviewing port options including; Hunterston, Ayr, Workington, Blyth, T
Slide 10: Indicative Schedule
Indicative Schedule Short Term Schedule - 2014 First Half For personal use only Indicative Long Term Schedule 2014 Second Half Further Indicated Resource Drilling Commence Pre Feasibility study Complete Pre Feasibility Study Measured Resource Drilling 2015 Complete Feasibility Study Planning and reg
Slide 11: Peer Comparison
Peer Comparison New Age Jameson Attila Resources Cokal Atrum For personal use only Exploration Resources Coal (ASX: NAE) (ASX: JAL) (ASX: AYA) (ASX: CKA) (ASX: ATU) Project Lochinvar Crown Mountain Kodiak Bumi Barito Groundhog Country UK Canada USA Indonesia Canada Ownership 100% 90% 70% 60% 100% St
Slide 12: Company Summary
Company Summary ASX Code : NAE Gary Fietz - Managing Director For personal use only Geologist with 25+ years experience in exploration, business development and project Share Price : A$0.050 (29 January 2013) evaluation. Previously VP Iron Ore Business Development with BHP Billiton. Ordinary Shares
Slide 13: Disclaimer
Disclaimer Competent Persons Statement - Lochinvar Resources: The Resources estimate is based on information compiled by Dr John Bamberry, who is a Member of the Australasian Institute of Geoscientists (Member No. 4090). Dr Bamberry is General Manager of Geological Services of Palaris. He has suffic
Slide 14: Lochinvar Coking Coal Project
Lochinvar Coking Coal Project For personal use only “A New Age of coking coal for the UK” Jon Reynolds, Business Development New Age Exploration Limited Telephone: + 61 3 9620 9931 Email: [email protected] Web: www.nae.net.au