New Age Exploration Limited · ASX:NAE
New Age Exploration — Investor Presentation (October 2012)
14 slides from New Age Exploration's investor presentation, Oct 15, 2012
Slide 1: Lochinvar – A major new coking coal project
Lochinvar – “A major new For personal use only coking coal project” Investor Presentation October 2012
Slide 2: Important Notices and Forward Looking Statements
IMPORTANT NOTICES AND FORWARD LOOKING STATEMENTS Competent Persons Statement Information in this document that relates to Mineral Resources and Exploration Targets is based on information compiled by: UK: Dr William Hatton (C.Geol – Geological Society of London) to qualify as a Competent Person, as
Slide 3: Project Portfolio
PROJECT PORTFOLIO United Kingdom Projects For personal use only • Lochinvar Coking Coal Project - 67km2 licence on Scottish / English border granted June 2012 - 330-410Mt potential high volatile coking coal target Colombia Projects • Terranova Coking Coal Project - Concession 887T (3.6Mt coking coal
Slide 4: Lochinvar Coking Coal Project, UK
For personal use only Lochinvar Coking Coal Project, UK 4
Slide 5: Great Starting Point
GREAT STARTING POINT For personal use only Conceptual Exploration Target 330-410 Mt Potential High Volatile Coking Coal (4 seams) • NAE Licence granted by Coal Authority June ‘12 • Targeting coal to 600m depth • 100% interest, no vendor payments • Nine Foot Seam average thickness 2.5m • 13 NCB boreh
Slide 6: Lochinvar Coal Quality
LOCHINVAR COAL QUALITY Summary of Nine Foot Seam Raw Coal Analysis from 8 NCB Boreholes on NAE Licence For personal use only Total Seam Coal Volatile Moisture Ash Sulphur Thickness Thickness Matter FSI NCB Rank (%) (%) (%) (m) (m) (%) Range 1.5 - 3.5 1.5 - 2.9 1.2 - 3.8 6.0 - 12.0 1.7 - 2.4 28 - 38
Slide 7: Accessible Infrastructure and Ready Markets
ACCESSABLE INFRASTRUCTURE AND READY MARKETS • Close proximity to all major infrastructure and UK / European For personal use only markets • West Coast Main (Rail) Line located <1km from SE licence boundary • Rail directly to UK Steelmills (6 Mtpa coking coal imports) • Rail directly to UK ports for
Slide 8: Favourable Licencing Environment
FAVOURABLE LICENCING ENVIRONMENT • Region supportive to development due to need for employment generation and economic development For personal use only • Drilling – Can be carried out under General Permitted Development Order – No permits necessary – Land Access Agreements progressing well • Well d
Slide 9: Actively Advancing Exploration
ACTIVELY ADVANCING EXPLORATION Lochinvar Work Program For personal use only Action Q3 2012 Q4 2012 Q1 2013 Q2 2013 Q3 2013 Q4 2013 Collation of Historic Data Seismic Data Acquisition & Reprocessing Drilling Program - First Borehole - Phase 1a Drilling (6 Boreholes) - Phase 1b Drilling (9 Boreholes)
Slide 10: The Right People
THE RIGHT PEOPLE Appointment of key UK personnel with over 120 years collective experience in UK coal industry: • Ian Wilson – Non-Exec Director, Lochinvar Coal UK – Over 40 years UK coal industry experience Executive Director and Board member Coal Authority last 11 years For personal use only – – P
Slide 11: Colombian Update
COLOMBIAN UPDATE Terranova Mid Vol Hard Coking Coal Project For personal use only • Concession 887T - 3.6Mt JORC Resource • Adjacent Concessions - 10–18Mt Exploration Target • Targeting 0.5Mtpa & >10 year mine life subject to permitting • Engineering and FS well progressed La Miel Thermal Coal Proje
Slide 12: NAE - Corporate Profile
NAE - CORPORATE PROFILE Corporate Snapshot Share Price Performance For personal use only ASX Code NAE NAE share price (9 October 2012) A$0.07 Total shares on issue 142.9m Unlisted options on issue1 19.15m Market capitalisation NAE share price A$10m (9 October 2012) Cash (as at 30 June 2012) A$3.5m ¹
Slide 13: Investment Case Summary
INVESTMENT CASE SUMMARY • Advanced exploration projects For personal use only • Geographic diversity across UK and Colombia • Lochinvar Coking Coal Project – Exploration Target of 330Mt to 410Mt potential high volatile coking coal – Well located to supply nearby markets via accessible infrastructure
Slide 14: For Further Information Please Contact
For personal use only FOR FURTHER INFORMATION PLEASE CONTACT: Gary Fietz, Managing Director New Age Exploration Telephone: + 61 3 9620 9931 Email: [email protected] Web: www.nae.net.au Image: M3 Hard Coking Coal Seam, Terranova. Seam height approx. 1.6m 14
New Age Exploration — Investor Presentation (October 2012) on 6ix