Oracle Power Plc · LSE:ORCP
Oracle Power — Investor Presentation (December 2020)
20 slides from Oracle Power's investor presentation, December 2020
Slide 1: International natural resource and power project developer
International natural resource and power project developer Corporate Presentation | December 2020
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) • Flagship asset is a major coal resource in the Thar region of the Sindh Province in Pakistan which is intended to comprise: • Large coal mine and mine mouth power plant • Coal gasification plant to pro
Slide 4: The Assets
THE ASSETS Thar Block VI Project - Pakistan Gold Projects – Western Australia • 30 year lease over 66.1km2 Block VI in Thar • The Northern Zone Project is located 25km Desert, Sindh Province, Pakistan east of the major gold mining centre of • Support under CPEC to develop a Thar Coal Kalgoorlie, the
Slide 5: Thar Block VI Project
THAR BLOCK VI PROJECT
Slide 6: 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 7: 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 8: 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 9: 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 10: 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 more • Private office of UAE’s Highness Sheikh Ahmed Dalmook than 70 coal mines in China Al Maktoum has a portfolio of privately held group companies that f
Slide 11: 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 12: Key Milestones
KEY MILESTONES Mine 30 year Mine Mine ESIA: Population Coal price Offer of fresh Offer of LOI: Fees Paid feasibility Lease (with NOC from census (feasibility water supply power Process of ($ 50,000) study 30 year SEPA completed – stage) for power evacuation issuance completed by extension) Mining Le
Slide 13: Project Development Process
PROJECT DEVELOPMENT PROCESS Phase I: Coal to Power Coal Project Oracle Power PLC Power Project Sindh Carbon Energy Limited Thar Electricity (Private) Ltd (SCEL) (TEPL) Coal Supply Agreement Implementation Agreement & Mining Lease (Government Government Guarantee of Sindh) (Government of Pakistan) En
Slide 14: Gold Projects, Western Australia
GOLD PROJECTS, WESTERN AUSTRALIA Corporate Presentation | December 2020 14
Slide 15: Gold Projects – Overview
GOLD PROJECTS – OVERVIEW • Acquired two highly prospective gold projects located in Western Australia in November 2020 to advance strategy to become an international natural resource and power project developer: • The Northern Zone Project is located 25km east of the major gold mining centre of Kalg
Slide 16: Northern Zone Project
NORTHERN ZONE PROJECT • The Northern Zone Project is comprised of one granted prospecting license (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 17: 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 18: Appendices
APPENDICES
Slide 19: Financing Facility
FINANCING FACILITY Up to £46.5 million financing facility available, arranged by Riverfort Global Capital Ltd • Total Financing Facility of up to £46,500,000: • £1,500,000 (gross) through a share subscription deed • Up to £45,000,000 placing subscription facility (the "PSF"), subject to various cond
Slide 20: Key Data
KEY DATA Major Shareholder No. of % shares Holdings Board of Directors Senior Management Mark Steed – Chairman / NED Ashley Warden – Company Secretary The Private Office of Sheikh Ahmed Bin 300,000,000 13.97 Naheed Memon - CEO Hasan Mughal – Operations Manager Dalmook Al Maktoum Andreas Migge – Non-