Oracle Power Plc · LSE:ORCP
Oracle Power — Investor Presentation (November 2021)
26 slides from Oracle Power's investor presentation, November 2021
Slide 1: International natural resource and power project developer
International natural resource and power International natural resource and project developer power project developer Corporate Presentation | Q4 Presentation Corporate 2021 | Q 2021
Slide 2: Disclaimer
DISCLAIMER The information contained in this confidential document (“Presentation”) has been prepared by Oracle Power plc (the “Company”). It has not been fully verified and is subject to material updating, revision and further amendment. This Presentation has not been approved by an authorised pers
Slide 3: Overview
OVERVIEW • An international natural resources and power project developer listed on AIM (ORCP.L) • The Company owns two gold interests in a globally significant gold region of Western Australia: • The Northern Zone Gold Project • The Jundee East Gold Project • Oracle plans to develop a green hydroge
Slide 4: The Projects
THE PROJECTS Gold Projects – Western Australia Green Hydrogen Project Thar Block VI Project - Pakistan • The Northern Zone Project is located 25km • Cooperation Agreement signed with • 30 year lease over 66.1km2 Block VI in east of the major gold mining centre of PowerChina International for 400MW T
Slide 5: Gold Projects: Western Australia
Gold Projects: Western Australia
Slide 6: Overview
OVERVIEW • Oracle Power owns two highly prospective gold projects located in Western Australia which are under active exploration: • The Northern Zone Project is located 25km east of the major gold mining centre of Kalgoorlie, the home of the ‘Super Pit’ mine which is the second largest gold mine in
Slide 7: Northern Zone Project
NORTHERN ZONE PROJECT • The Northern Zone Project is comprised of one granted prospecting licence (P25/2651) • The project covers an area of 82 hectares • The project is in a highly prospective area for gold, being approximately 25km east of Kalgoorlie, 40km north of Kambalda and 55km east-north-eas
Slide 8: Northern Zone Project: Exploration Pathway
NORTHERN ZONE PROJECT: Exploration Pathway • Initial site reconnaissance Completed • Processing of Induced Polarisation (‘IP”) and magnetic data • Orientation geochemical sampling survey • Developing 3D geological and mineralisation Completed model • Drill targeting based on untested IP targets • Pe
Slide 9: Jundee East Project
JUNDEE EAST PROJECT • The Jundee East Project is comprised of one exploration licence under application (E53/2140) and located about 9km due east of the Jundee Gold Mine • The Project area comprises 29 blocks, covering an area of approximately 89.3km2 • The project is located within the Yandal Gold
Slide 10: Jundee East Project: Exploration Pathway
JUNDEE EAST PROJECT: Exploration Pathway • Initial exploration targeting Completed • Orientation gravity survey trial • Orientation geochemical sampling survey Completed • Geochemical sampling survey completed over most of the tenement • Identification of 5 initial drill targets Completed • 4,500m o
Slide 11: Making Sindh A Green Hydrogen Production Base
Making Sindh A Green Hydrogen Production Base
Slide 12: Green Hydrogen Facility
GREEN HYDROGEN FACILITY Highlights • Green hydrogen, hydrogen that is generated from renewable sources, is widely regarded as one of the most important energy sources to support the transition to a carbon neutral future • Green hydrogen could be a competitive fuel source in multiple sectors, includi
Slide 13: Initial Estimate Project Investment Outlay for Green Hydrogen Project in Sindh
INITIAL ESTIMATE PROJECT INVESTMENT OUTLAY FOR GREEN HYDROGEN PROJECT IN SINDH Total Hydrogen Production of 150,000 kg/day Specification Capacity Cost (Estimates) Hydrogen Production Plant 400MW 348 Million USD Solar Power for Hydrogen Production 700MW 420 Million USD Wind Power for Hydrogen Product
Slide 14: Project Location
PROJECT LOCATION • The project would be located in the wind corridor of Sindh Province, where there is an abundance of solar and wind resource • The proposed location is approximately 100-150km from the port • The project would be in the vicinity of current wind and solar projects commissioned or un
Slide 15: Project Performance
PROJECT PERFORMANCE 400MW Hydrogen 500MW Wind Production Plant Power Plant • Annual green hydrogen output capacity to be 54,750 tons on completion • The purity of produced hydrogen planned to be 99.999%, making it viable for multiple purposes 700MW Solar 450MWH Battery Power Plant Energy Storage Sys
Slide 16: Thar Block VI Project
Thar Block VI Project
Slide 17: Location and Overview
LOCATION AND OVERVIEW • Estimated total resource of 1.4bn tonnes – a JORC resource of 529Mt in Phase 1&2 of the mining area confirmed by the SRK feasibility study • An open pit mine utilising conventional shovel and dump trucks will be operated to a depth of 165m • Block II has commissioned 660 MW o
Slide 18: Integrated Project Milestones
INTEGRATED PROJECT MILESTONES The milestones achieved or in the pipeline for the integrated project include the following: Mining • Geology & Resources: A total of 69 boreholes and 4 geotechnical boreholes drilled in the designated Phase 1 & Phase 2 mining area to take the resource to JORC Compliant
Slide 19: Project Economics
PROJECT ECONOMICS The Thar Block VI Project is expected to be a $6-$8bn project of international signficance • Project Expenditure • Exploration and Development expenditure to date of US$23.25 million/£ 18.4 million • Gross project cost of US$ 6-8 billion to be funded under CPEC with debt equity rat
Slide 20: Block VI Coal Resource
BLOCK VI COAL RESOURCE • Coal seam ranges between 16.9m to 39.76m of lignite to sub-bituminous in rank • The average gross calorific value is 3,182 k cal/wet kg • Moisture content averages 46% and there is potential to de-water and to supply other industries • Average ash content 5.89%, average sulp
Slide 21: Thar Block VI Partners
THAR BLOCK VI PARTNERS China National Coal Development Company Ltd The Private Office of HH • Largest Chinese state-owned coal company and owns • The Private Office of UAE’s Highness Sheikh Ahmed more than 70 coal mines in China Dalmook Al Maktoum has a portfolio of privately held group companies th
Slide 22: Experts and Consultants
EXPERTS AND CONSULTANTS Dargo Associates (UK) Overall Work Programme Management Wardell Armstrong International (UK) Environment & Social Impact Assessment (ESIA) RPS Aqua Terra (Australia/UK) Hydrogeology SRK Consulting (UK) Definitive Mine Feasibility Study to Bankable Standard Engineering Consult
Slide 23: Key Milestones
KEY MILESTONES 30 year Mine Offer of fresh Mine Coal price Offer of Lease (with Population water supply Feasibility Mine ESIA: (feasibility power IGCEP Inclusion: LOI: 30 year Census: for power Study: stage) evacuation extension): plant Expected in Expected in Completed by Issued NOC from Completed
Slide 24: Project Development Process Phase I: Coal to Power
PROJECT DEVELOPMENT PROCESS Phase I: Coal to Power CoalProject Oracle PowerPLC PowerProject Sindh Carbon Energy Limited Thar Electricity (Private)Ltd (SCEL) (TEPL) CoalSupply Agreement Implementation Agreement& Mining Lease Government Guarantee (Government of Sindh) (Government ofPakistan) Environme
Slide 25: Appendices
Appendices APPENDICES
Slide 26: Key Data
KEY DATA Major Shareholder No. of % shares Holdings Board of Directors Senior Management Nicholas Lee – C F O & Company Mark Steed – Non Executive Chairman Secretary The Private Office of Sheikh Ahmed Bin 300,000,000 12.51 Naheed Memon - CEO Hasan Mughal – Operations Manager Dalmook Al Maktoum Andre