AI assistant
ASPIRE MINING LIMITED — Investor Presentation 2022
Jun 13, 2022
64354_rns_2022-06-13_26526600-cd9a-4274-af7c-40d186027655.pdf
Investor Presentation
Open in viewerOpens in your device viewer
Aspire Mining Limited
ABN: 46 122 417 243 Level 9, 190 St Georges Terrace Perth WA 6000 PO Box 1918 Subiaco WA 6904 Tel: (08) 9287 4555 ASX RELEASE Fax: (08) 9321 4914 Web: www.aspiremininglimited.com Email: [email protected]
==> picture [96 x 101] intentionally omitted <==
For Immediate Release – 14 June 2022
Presentation to Fenwei Mongolian Coking Coal Virtual Conference June 2022
Attached is a presentation to be made by David Paull, Chairman, Aspire Mining Limited, to the Fenwei Mongolian Coking Coal Virtual Conference.
The Presentation is in English followed by an accurate translation to Mandarin to accommodate the audience at the Conference.
This announcement is authorised for release by the Chairman.
- Ends -
For more information contact:
David Paull, Chairman +61 8 9287 4555
Achit-Erdene Darambazar, Managing Director +976 7011 6828
Aspire Mining Limited
Page 1
ASPIRE MINING LIMITED
OVOOT COKING COAL PROJECT (“OCCP”) NEW WORLD CLASS LONG LIFE SOURCE OF FAT COKING COAL 世界级新型长寿命肥焦煤资源
中蒙煤炭企 业交流会
JUNE 2022
Fenwei Mongolian Coking Coal Conference
DISCLAIMER IMPORTANT INFORMATION
NATURE OF THIS DOCUMENT
Although management believes that the assumptions made by the Company and the expectations represented by such information are reasonable, there can be no assurance that the forward-looking information will prove to be accurate. Forwardlooking information involves known and unknown risks, uncertainties, and other factors which may cause the actual results, performance or achievements of the Company to be materially different from any anticipated future results, performance or achievements expressed or implied by such forward-looking information. Such factors include, among others, the actual market price of coking coal, the actual results of current exploration, the actual results of future exploration, changes in project parameters as plans continue to be evaluated, as well as those factors disclosed in the Company's publicly filed documents. Readers should not place undue reliance on forward-looking information. The Company does not undertake to update any forward-looking information, except in accordance with applicable securities laws.
This presentation has been prepared by Aspire Mining Limited (Aspire or the Company). The information is based on publicly available information, internally developed data and other sources. By receiving this presentation, you acknowledge and represent to the Company that you have read, understood and accepted the terms of this disclaimer.
It is the responsibility of all recipients of this presentation to obtain all necessary approvals to receive this presentation and receipt of this presentation will be taken by the Company to constitute a representation and warranty that all relevant approvals have been obtained.
NOT AN OFFER
DISCLAIMER
This presentation is for information purposes only and do not purport to be all inclusive or to contain all information about the Company or any of the assets, current or future, of the Company.
No representation or warranty, express or implied, is made by the Company that the material contained in this presentation will be achieved or prove to be correct. Except for statutory liability which cannot be excluded, each of the Company, its directors, officers, employees, advisers and agents expressly disclaims any responsibility for the accuracy, fairness, sufficiency or completeness of the material contained in this presentation, or any opinions or beliefs contained in this presentation, and excludes all liability whatsoever (including in negligence) for any loss or damage which may be suffered by any person as a consequence of any information in this presentation or any error or omission there from. To the maximum extent permitted by the law, the Company disclaims any obligation to update or keep current the information contained in this presentation or to correct any inaccuracy or omission which may become apparent, or to furnish any person with any further information. Any opinions expressed in the presentation are subject to change without notice.
This presentation does not comprise a prospectus, product disclosure statement or other offering document under Australian law (and will not be lodged with ASIC) or any other law.
This presentation also does not constitute or form part of any invitation, offer for sale or subscription or any solicitation for any offer to buy or subscribe for any securities in any jurisdiction nor shall they or any part of them form the basis of or be relied upon in connection therewith or act as any inducement to enter into any contract or commitment with respect to securities.
Any decision to purchase new shares must be made on the basis of each investor’s own investigations and inquiries into the Company on the basis of the information to be contained in the prospectus to be prepared and issued to eligible investors and a review of the Company’s other periodic and continuous disclosure announcements lodged with the ASX, which are available at www.asx.com.au.
Competent Person Statements – Ovoot Early Development Project (OEDP)
The technical information contained in this presentation in relation to the JORC Code (2012) compliant Ore Reserves and JORC compliant Mineral Resources for the Ovoot Early Development Project is reported in the Company’s ASX announcement dated 11 November 2019.
This presentation does not constitute an offer to sell, or a solicitation of an offer to buy, any securities in the United States. This presentation and its contents must not be distributed, transmitted or viewed by any person in the United States or any jurisdiction where the distribution, transmission or viewing of this document would be unlawful under the securities or other laws of that or any other jurisdiction.
The Company is not aware of any new information or data that materially affects the information included in this presentation. All material assumptions and technical parameters underpinning the estimates in the ASX Announcement continue to apply and have not materially changed.
NOT INVESTMENT ADVICE
This presentation is not investment or financial product advice (nor tax, accounting or legal advice) and its contents are not intended to be used for the basis of making an investment decision.
Competent Person Statements - Ovoot Coking Coal Project (OCCP)
The technical information contained in this presentation in relation to the JORC Code (2012) compliant Ore Reserves and JORC compliant Mineral Resources for the Ovoot Coking Coal Project is reported in the Company’s December 2013 Quarterly Activities Report released to ASX on 31 January 2014.
Recipients of this presentation should carefully consider whether the company is an appropriate investment for them in light of their personal circumstances, including their financial and taxation position.
This presentation does not take into account the individual investment objectives, financial situation and particular needs of each investor or shareholder. You may wish to seek independent financial and taxation advice before making any decision in respect of this presentation. Neither Aspire nor any of its related bodies corporate is licensed to provide financial product advice in respect of Aspire’s securities or any other financial products.
The Company is not aware of any new information or data that materially affects the information included in this presentation. All material assumptions and technical parameters underpinning the estimates in the ASX Announcement continue to apply and have not materially changed.
Competent Persons Statement – Nuurstei Coking Coal Project
FORWARD LOOKING STATEMENTS
The technical information contained in this presentation in relation to the JORC Code (2012) compliant Ore Reserves and JORC compliant Mineral Resources for the Nuurstei Coking Coal Project is reported in the Company’s ASX Announcement dated 13 April 2016.
This presentation contains forward-looking information which is based on the assumptions, estimates, analysis and opinions of management made in light of its experience and its perception of trends, current conditions and expected developments, as well as other factors that management of the Company believes to be relevant and reasonable in the circumstances at the date that such statements are made, but which may prove to be incorrect.
The Company is not aware of any new information or data that materially affects the information included in this presentation. All material assumptions and technical parameters underpinning the estimates continue to apply and have not materially changed.
Assumptions have been made by the Company regarding, among other things: the price of coking coal, the timely receipt of required governmental approvals, the accuracy of capital and operating cost estimates, the completion of a feasibility study for the Ovoot Coking Coal Project on its exploration and development activities, the ability of the Company to operate in a safe, efficient and effective manner and the ability of the Company to obtain financing as and when required and on reasonable terms. Readers are cautioned that the foregoing list is not exhaustive of all factors and assumptions which may have been used by the Company.
The Company is progressing with various studies and programs for completion of a OCCP Definitive Feasibility Study. On completion, the OCCP Definitive Feasibility Study will identify and report any new information, data or change to material assumptions used in the OCCP Pre-feasibility Study and this presentation.
==> picture [89 x 73] intentionally omitted <==
ASPIRE MINING LIMITED | ASPIRE MINING LIMITED IAGM PRESENTATIONFENWEI COKING COAL CONFERENCE
| 2
2
免 责声明 重要信息
文稿性 质
Aspire Mining Limited （ Aspire 或公司） 编制了此演示文稿 ，所包含的信息均来自于公开信息、内部数据或其他来源。收到本演示 文稿即等于您已 阅读 、理解并接受本免 责声明的条款 。
所有收件人都 应获得接收本演示文稿的批准 ，本公司 视收到为已获得所有相关批准 。
非要 约
本演示文稿 仅供参考 ，并不 为解释一切所做 ，同 时也不包含公司现有或未来资产的信息 。
公司不清楚有任何新的信息或数据会 对本文稿中的信息产生实质性影响 。支持 ASX 公告中估算 结果的假设和技术参数继续适用 ，并 未更改。
资格人声明 - Nuurstei 焦煤 项目
本文稿中展示的 Nuurstei 焦煤 项目的技术信息与澳大利亚矿产资源和矿石储量报告规范JORC （ 2012 ）相关，已在公司 2016 年 4 月 13 日的 ASX 公告中公示。
公司不清楚有任何新的信息或数据会 对本文稿中的信息产生实质性影响 。支持 ASX 公告中估算 结果的假设和技术参数继续适用 ，并 未更改。
==> picture [89 x 73] intentionally omitted <==
本演示文稿不构成根据澳大利 亚法律或其他法律生产的招股说明书 、 产品披露声明或报价文件 （且不会提交 给澳大利亚证券投资委 员会 ）。
本演示文稿不构成任何邀 请 、出售要 约或认购的一部分或司法管辖区内购买或认购证券的要约邀约及签订相关合同或承诺的原因 。 购买新股必须在每位投资者调查或研究过公司后再做决定 ，包括 拟编制并向合格投资者发行的招股说明书中所包含的信息 ，以及 对 公司提交 给澳大利亚证券交易所的其他定期和持续披露公告的审查 ， 详情见www.asx.com.au.
本演示文稿不构成在美国出售或邀 请购买证券的要约 ，不得由美国或其他司法管 辖区的任何人分发 、 传输或查看 。根据 该司法管辖 区或其他司法管 辖区的证券规则或其他法律 ，分 发 、 传输或查看本文件都是违法的 。
非投 资建议
本演示文稿非投 资或金融产品建议 （也非税 务 、会 计或法律建议 ），其内容不得用于投 资决策基础 。
本演示文稿的接收人 应根据其个人情况 ，包括 财务和税务状况 ，仔 细考虑公司是否适合其投资 。
本演示文稿未考 虑每位投资者或股东的个人投资目标 、 财务状况和特殊需求 。在就本文稿作出任何决定之前，您可能希望 获得独立 的 财务和税务建议 ，但 Aspire 或其任何相关法人 团体均未获得授权就本公司的证券或其他金融产品提供建议 。
前瞻性声明
本演示文稿包含前瞻性信息，是由管理 层据其经验和对趋势 、当前状况及 预期发展的假设 、估 计 、分析和意 见以及其他合理因素得 出的，但可能被 证明是不正确的 。
本公司已做出以下假 设：焦煤价格 、及 时收到所需的政府批准 、准确的 资本和运营成本估算 、完成 Ovoot 焦煤 项目勘探和开发活动 的可行性研究、本公司在安全 环境下运营的能力 ，公司以高效、有效的方式和能力在需要 时以合理的条件获得融资 。 读者应注意上 述内容并未 详细列出公司可能使用的所有因素和假设 。
尽管管理 层认为公司做出的假设和期望是合理的 ，但无法保 证前瞻性信息的准确性 。因其中涉及的已知和未知的 风险 、不确定性和 其他因素，可能 导致实际结果 、 业绩或成就与前瞻性信息明示或暗示的预期结果 、 业绩或成就之间存在巨大差异 。相关因素包括焦 煤的 实际市场价格 、当前及以后勘探的 实际结果 、在后 续评估中项目参数发生的变化 ，以及公司公开文件中披露的因素。 读者不应 过度依赖前瞻性信息 。除非 证券法中另有规定 ，本公司不承 诺更新前瞻性信息 。
免 责声明
本公司不 对本演示文稿中包含的内容是否能够实现或证明是正确的做出明确的或暗示的保证 。除不能排除的法定 责任外 ，本公司及 其董事、高 级职员 、 员工 、 顾问和代理人均对文稿中材料的准确性 、公平性、充分性或完整性，意 见或观念负有任何责任 ，并排除 任何人因文稿中的信息、 错误或遗漏而可能产生的损失或损害而产生的所有责任 （包括疏忽）。在法律允 许的最大范围内 ，本公司 无 义务更新本文稿中的信息 ，或 纠正不准确或遗漏的地方 ，或向任何人提供 进一步信息 。文稿中的内容如有更改，恕不另行通知。
资格人声明 –Ovoot 早期开 发项目 （ OEDP ）
本文稿中展示的 Ovoot 早期开 发项目的技术信息与澳大利亚矿产资源和矿石储量报告规范JORC （ 2012 ）相关，已在公司 2019 年 11 月 11 日的 ASX 公告中公示。
公司不清楚有任何新的信息或数据会 对本文稿中的信息产生实质性影响 。支持 ASX 公告中估算 结果的假设和技术参数继续适用 ，并 未更改。 .
资格人声明 -Ovoot 炼焦煤项目 （ OCCP ）
本文稿中展示的 Ovoot 焦煤 项目的技术信息与澳大利亚矿产资源和矿石储量报告规范JORC （ 2012 ）相关，已在公司 2014 年 1 月 31 日的 ASX 公告中公示。
埃斯派尔矿业有限公司 ASPIRE MINING LIMITED | I 中蒙煤炭企业交流会 AGM PRESENTATION
3
资产 总览及地理位置
ASSET OVERVIEW AND LOCATIONS
Key Information
Ownership 所有权 : ▪ Aspire (100%) Commodity 产品 : ▪ Premium “Fat” Coking Coal 优质肥焦煤 Mine Type 煤矿类型 : ▪ Open Pit 露天矿 JORC Reserves & ▪ Reserves: 255Mt 储量 : 2.55 亿吨 Resources ▪ Resources: 281Mt 资源 : 2.81 亿吨 储量 & 资源 Tenement Area ▪ 51.4km[2] tenement position 51.4 平方公里采矿面积 采矿面积 : ▪ 30 Year Mining Licence granted August 2012 2012 年 8 月授予的 30 年采矿期 ▪ PFS completed for a trucking based solution to Erdenet via the Ovoot Early Development Plan (OEDP). ▪ Front End Engineering for DFS completed ▪ Awaiting final permitting Status 状态 : ▪ PFS 通过 Ovoot 早期开发计划（ OEDP ）为 Erdenet 完成了卡车运输的方案 ▪ DFS 前端工程已完成 ▪ 等待最终许可 ▪ 3200 万澳元现金 , 无债务 Cash 现款 : ▪ A$30m in cash. No Debt
==> picture [324 x 217] intentionally omitted <==
==> picture [50 x 102] intentionally omitted <==
----- Start of picture text -----
OVOOT
----- End of picture text -----
JORC 资源
JORC Resources[1 (Mt) ]
JORC 储量 [1]
JORC Reserves[1 (Mt)]
| Resources资源 | Resources资源 | Resources资源 | Resources资源 | Resources资源 |
|---|---|---|---|---|
| Deposit矿藏 | Measured 探明的 |
Indicated 控制的 |
Inferred 推测的 |
Total 总量 |
Ovoot Open Pit露天储量197.0 46.9 9.2 253.1 |
||||
Ovoot Underground井工储量- 25.4 2.6 27.9 |
||||
| Nuurstei - 4.7 8.2 12.9 |
||||
| In Total 总计 197.0 77.0 20.0 294.0 |
| /Reserves储量 | /Reserves储量 | /Reserves储量 | /Reserves储量 |
|---|---|---|---|
| Deposit矿藏 | Proven证实的 | Probable概略的 |
Reserves储量 |
Ovoot Open Pit露天储量- 247.0 247.0 |
|||
Ovoot Underground井工储量- 8.0 8.0 |
|||
| In Total总计 - 255.0 255.0 |
|||
| Ovoot Early Development Project早期开发项目 53.8 53.8 |
埃斯派尔矿业有限公司 I 中蒙煤炭企业交流会
-
见第 2 页幻灯片和 2013 年 7 月 31 日和 2014 年 1 月 31 日的 ASX 公告（ 2013 年 12 月季度活动报告），与 Ovoot 项目储量和资源有关。
-
See slide 2 and ASX Announcements dated 31 July 2013 and 31 January 2014 (December 2013 Quarterly Activities Report) in relation to the Ovoot Project Reserves and Resources 2. 见第 2 页幻灯片和 2016 年 4 月 13 日澳大利亚证券交易所关于 Nuurstei 项目资源的公告。
ASPIRE MINING LIMITED | AGM PRESENTATION
==> picture [89 x 73] intentionally omitted <==
4
- See slide 2 and ASX Announcement dated 13 April 2016 in relation the Nuurstei Project Resource.
==> picture [89 x 73] intentionally omitted <==
PLANNING FOR AN OCCP INVESTMENT DECISION IN 2022
2022 年 OCCP 投 资决策规划
==> picture [541 x 410] intentionally omitted <==
Development Delayed During Permitting Process
▲ ▲ ▲ ▲
-
COVID delayed the holding of local community engagement meetings
-
These have now been held with strong local community support
-
• Definitive Environmental Impact Assessment now with the Ministry of Environment for approval
Road Detailed Engineering progressing to be completed 2[nd] Quarter 2022
-
Route Geotech survey completed
-
Road design matched to optimal truck/trailer configurations
Argonaut PCF Appointed debt and corporate advisers
- To identify debt and quasi debt funding options
许可过程中开发延迟
-
新冠肺炎造成当地社区参与会议的召开延迟
-
目前已得到了当地社区的大力支持
-
• 最终环境影响评估现已提交环境部审批
2022 年第二季度将完成道路 详细工程
▲
-
路线岩土工程勘察完成
-
道路设计与最佳卡车 / 拖车配置相匹配
-
• 道路特许权谈判开始
==> picture [177 x 11] intentionally omitted <==
----- Start of picture text -----
▲ Argonaut PCF 任命的 债务和公司顾问
----- End of picture text -----
- 确定债务和准债务融资选项
ASPIRE MINING LIMITED I FENWEI COKING COAL CONFERENCE ASPIRE MINING LIMITED | AGM PRESENTATION
5
OCCP: PATH TO PRODUCTION
-
Aspire intends to mine and wash “fat coal” and transport it 560km from the mine-site by road to Erdenet
-
Aspire to build a special purpose road to transport washed coking coal to Erdenet.
-
The coal will then be transported a further ~1,000km by rail containers to Erlian and Mandal in Northern China.
-
Delivered costs for washed coking coal to the China border equivalent to South Gobi producers.
-
PFS revised in November 2019 to reflect updated mining and logistics costs and a revised mine schedule
-
Updated PFS economics of NPV10 (pre tax)
-
US$878m and IRR (pre tax) of 49.4%
-
DFS currently being completed
-
Aspire 打算开采和洗选 “ 肥煤 ” ，然后通过陆路运输到距离煤矿 560 千米的 Erdenet 。
-
埃斯派尔将修建一条专用道路来运输炼焦煤到额尔登特。
- 煤炭会以铁路集装箱的方式再运输 1000 公里到达位于中国华北的二连浩特和满都拉。
2. 精焦煤到中国边境口岸的运输成本与南戈壁矿商等同
- 2019 年 11 月修订了预可行性研究，来反映更新的采矿和物流成本以及修订的采矿安排
1. 净现值的预可行性研究经济性（税前）
- 8.78 亿美元以及 49.4% 的内部回报率（税前）
3. DFS 评估目前正在进行
Source: Refer to ASX Announcement dated 11 November 2019 in relation to the OEDP PFS
| 6 Physicals基本情况 Unit单位 Amount数量 Waste Mined采矿废弃物 M Bcm 253 Strip Ratio (incl. pre-strip) 剥离率(包括预剥离) Bcm/t 10亿立方米/吨 4.7 Coal Mined煤炭产量 Mt_百万吨 53.8 Average Yield (10% Moisture) 平均产出(10%水分) % 85 Coal Sold (net of 2% loss) 煤炭销售量 _Mt_百万吨 44.7 Operating Expenditure 经营支出 Unit Amount金额 Mining采矿 _US$/t 26 Trucking货车运输 US$/t 32 铁路+过境费Rail + Border Charges US$/t 18 C1 Cash Costs C1现金成本 US$/t 76 Total Cash Costs总现金成本 US$/t 97 Sustaining Capital Expenditure 持续性资本支出 US$M p.a. 百万美元/每年 3.0 Capital Expenditure资本支出 Amount (US$M) 金额（百万美元） CHPP Plant选煤厂 37 Onsite Infrastructure厂内设施 10 Offsite Terminals and Blending Facility 厂外站点及混煤设备 16 Mine Processing & Infrastructure 煤炭加工&基础设施 63 Waste pre-stripping废弃物预剥离 31 Total Mine Capital总煤矿资本 94 Road公路 165 Total Capital Expenditure总支出 259 |
6 Physicals基本情况 Unit单位 Amount数量 Waste Mined采矿废弃物 M Bcm 253 Strip Ratio (incl. pre-strip) 剥离率(包括预剥离) Bcm/t 10亿立方米/吨 4.7 Coal Mined煤炭产量 Mt_百万吨 53.8 Average Yield (10% Moisture) 平均产出(10%水分) % 85 Coal Sold (net of 2% loss) 煤炭销售量 _Mt_百万吨 44.7 Operating Expenditure 经营支出 Unit Amount金额 Mining采矿 _US$/t 26 Trucking货车运输 US$/t 32 铁路+过境费Rail + Border Charges US$/t 18 C1 Cash Costs C1现金成本 US$/t 76 Total Cash Costs总现金成本 US$/t 97 Sustaining Capital Expenditure 持续性资本支出 US$M p.a. 百万美元/每年 3.0 Capital Expenditure资本支出 Amount (US$M) 金额（百万美元） CHPP Plant选煤厂 37 Onsite Infrastructure厂内设施 10 Offsite Terminals and Blending Facility 厂外站点及混煤设备 16 Mine Processing & Infrastructure 煤炭加工&基础设施 63 Waste pre-stripping废弃物预剥离 31 Total Mine Capital总煤矿资本 94 Road公路 165 Total Capital Expenditure总支出 259 |
6 Physicals基本情况 Unit单位 Amount数量 Waste Mined采矿废弃物 M Bcm 253 Strip Ratio (incl. pre-strip) 剥离率(包括预剥离) Bcm/t 10亿立方米/吨 4.7 Coal Mined煤炭产量 Mt_百万吨 53.8 Average Yield (10% Moisture) 平均产出(10%水分) % 85 Coal Sold (net of 2% loss) 煤炭销售量 _Mt_百万吨 44.7 Operating Expenditure 经营支出 Unit Amount金额 Mining采矿 _US$/t 26 Trucking货车运输 US$/t 32 铁路+过境费Rail + Border Charges US$/t 18 C1 Cash Costs C1现金成本 US$/t 76 Total Cash Costs总现金成本 US$/t 97 Sustaining Capital Expenditure 持续性资本支出 US$M p.a. 百万美元/每年 3.0 Capital Expenditure资本支出 Amount (US$M) 金额（百万美元） CHPP Plant选煤厂 37 Onsite Infrastructure厂内设施 10 Offsite Terminals and Blending Facility 厂外站点及混煤设备 16 Mine Processing & Infrastructure 煤炭加工&基础设施 63 Waste pre-stripping废弃物预剥离 31 Total Mine Capital总煤矿资本 94 Road公路 165 Total Capital Expenditure总支出 259 |
6 Physicals基本情况 Unit单位 Amount数量 Waste Mined采矿废弃物 M Bcm 253 Strip Ratio (incl. pre-strip) 剥离率(包括预剥离) Bcm/t 10亿立方米/吨 4.7 Coal Mined煤炭产量 Mt_百万吨 53.8 Average Yield (10% Moisture) 平均产出(10%水分) % 85 Coal Sold (net of 2% loss) 煤炭销售量 _Mt_百万吨 44.7 Operating Expenditure 经营支出 Unit Amount金额 Mining采矿 _US$/t 26 Trucking货车运输 US$/t 32 铁路+过境费Rail + Border Charges US$/t 18 C1 Cash Costs C1现金成本 US$/t 76 Total Cash Costs总现金成本 US$/t 97 Sustaining Capital Expenditure 持续性资本支出 US$M p.a. 百万美元/每年 3.0 Capital Expenditure资本支出 Amount (US$M) 金额（百万美元） CHPP Plant选煤厂 37 Onsite Infrastructure厂内设施 10 Offsite Terminals and Blending Facility 厂外站点及混煤设备 16 Mine Processing & Infrastructure 煤炭加工&基础设施 63 Waste pre-stripping废弃物预剥离 31 Total Mine Capital总煤矿资本 94 Road公路 165 Total Capital Expenditure总支出 259 |
|---|---|---|---|
| Physicals基本情况 | Unit单位 | ||
| Waste Mined采矿废弃物 | M Bcm | ||
| Strip Ratio (incl. pre-strip) 剥离率(包括预剥离) |
Bcm/t 10亿立方米/吨 |
||
| Coal Mined煤炭产量 | _Mt_百万吨 | ||
| Average Yield (10% Moisture) 平均产出(10%水分) |
% | ||
| Coal Sold (net of 2% loss) 煤炭销售量 |
_Mt_百万吨 | ||
| Operating Expenditure 经营支出 |
Unit | ||
| Mining采矿 | US$/t | ||
| Trucking货车运输 | US$/t | ||
| 铁路+过境费Rail + Border Charges |
US$/t | ||
| C1 Cash Costs C1现金成本 |
US$/t | ||
| Total Cash Costs总现金成本 | US$/t | ||
| Sustaining Capital Expenditure 持续性资本支出 |
US$M p.a. 百万美元/每年 |
||
| Capital Expenditure资本支出 | |||
| CHPP Plant选煤厂 | |||
| Onsite Infrastructure厂内设施 | |||
| Offsite Terminals and Blending Facility 厂外站点及混煤设备 |
|||
| Mine Processing & Infrastructure 煤炭加工&基础设施 |
|||
| Waste pre-stripping废弃物预剥离 | |||
| Total Mine Capital总煤矿资本 | |||
| Road公路 | |||
| Total Capital Expenditure总支出 |
ASPIRE MINING LIMITED ASPIRE MINING LIMITED | I AGM PRESENTATIONFENWEI COKING COAL CONFERENCE
EXCEPTIONAL DEPOSIT: HIGH WASHING YIELD & % COKING
优质矿藏: 高洗 选产出率& %炼焦煤
==> picture [89 x 73] intentionally omitted <==
- = HIGHEST IN-SITU VALUE PER TONNE & LOWEST STRIP RATIO
= LOWEST MINE DIESEL CONSUMPTION/TONNE PRODUCT (Scope 1)
= 最高就地单位产出价值 & 最低剥离率
= 最低煤矿顿煤柴油消耗（ 1 类）
==> picture [943 x 378] intentionally omitted <==
----- Start of picture text -----
90%
85%
80% Aspire
(243 Mt)
（百万吨）
75%
70%
65%
60%
Tavan Tolgoi
55% West Tsankhi
(888 Mt) UHG Mine Premium Coking 优质焦煤
50% (305 Mt) Hard & Semi-Hard 硬 & 半硬焦煤
Coking & Semi-Soft 焦煤 & 半软焦煤
45%
40%
30% 40% 50% 60% 70% 80% 90% 100%
Source: Company filings % coking 炼焦煤
来源：公司公告
Note: Size of bubble indicates size of total Reserves
备注：气泡大小代表总储量大小
Washing Yield
洗出率
----- End of picture text -----
ASPIRE MINING LIMITED ASPIRE MINING LIMITED | I FENWEI COKING COAL CONFERENCEAGM PRESENTATION
7
►
VOLATIVE MATTER: RANK vs DILATION 挥发分: 煤 级 vs 膨 胀度
-
►
==> picture [89 x 73] intentionally omitted <==
Ovoot is the highest dilatation in the mid-vol range Ovoot 煤是中挥发煤里有最高膨胀度
ASPIRE MINING LIMITED I FENWEI COKING COAL CONFERENCE ASPIRE MINING LIMITED | AGM PRESENTATION
8
OVOOT HAS WORLD LEADING CAKING & PLASTIC PROPERTIES OVOOT 煤 拥有世界领先的 粘 结性& 塑性
==> picture [89 x 73] intentionally omitted <==
| Ovoot Fat Coking Coal Indicative Specification 敖包特肥焦煤指标 |
Ovoot Fat Coking Coal Indicative Specification 敖包特肥焦煤指标 |
|---|---|
| Ash灰分 | 10% ad |
| Moisture水分 | 11% ar |
| Volatiles挥发分 | 28 – 30% ad |
| G Index G值 | +100 |
| Y Index Y值 | + 30 mm |
| Sulphur硫分 | 1.2% ad |
| RoMax: 最大反射率 |
1.20 |
| Fluidity 流动性 | + 10,000 ddpm |
| Dilatation 膨胀度 |
+280% |
| Vitrinite 镜质 | +95% |
Ovoot coal has best in class caking and plastic properties creating superior blending and coking efficiencies.
敖包特煤 世界领先的粘结性和塑性 可以进行有效混 煤和炼焦。
ASPIRE MINING LIMITED ASPIRE MINING LIMITED | I FENWEI COKING COAL CONFERENCEAGM PRESENTATION
9
LOOKING FORWARD 展望
==> picture [89 x 73] intentionally omitted <==
-
OCCP is the right Project among Coking Coal Developers to Proceed
-
❖ Robust financials and ESG outcomes
-
❖ Produces a high value in use “fat” coking coal.
-
❖ One of few large scale shovel ready coking coal projects to bring on new supply
-
Well-funded with A$30m in cash and no debt.
-
Looking to deliver first washed coking coal in calendar 2024.
-
Open to engage with potential marketing and\or joint venture partners
-
Ovoot Coking Coal will:
-
Be developed using renewable power and world’s best processing technology to mitigate Scope 1 and 2 emissions.
-
敖包特冶金煤项目是一项值得进行的炼焦煤项目-
❖ 可观的财政和 ESG 产出
-
❖ 通过使用肥焦煤可以产出高价值
-
❖ 少有的已准备就绪的大型炼焦煤项目，可以带来新的产量
-
-
3200
万澳元现金投资，无债务 -
预期2024
年产出第一批精焦煤 -
期待潜在的营销以及/或者风险投资合作伙伴 -
敖包特冶金煤将:-
利用可再生能源和世界领先处理技术进行开发，以此来减轻 1 类 2 类 排放物
-
支持钢企改进生产力并减少 3 类排放物
-
-
Assist steel makers in improving productivity and reduce Scope 3 emissions
-
能给当地带来直接以及长期的社会和经济回报
-
Provide direct and long lasting social and economic benefits for the local community
Looking to a Decision to Mine in 2022 once permitting and funding secured. 一旦审批和资金获准，期待 2022 年煤矿相关更多合作
ASPIRE MINING LIMITED I FENWEI COKING COAL CONFERENCE ASPIRE MINING LIMITED | AGM PRESENTATION
10
CONTACT DETAILS 联系方式
==> picture [114 x 116] intentionally omitted <==
==> picture [89 x 73] intentionally omitted <==
Aspire Mining Limited ABN: 46 122 417 243 ASX Code: AKM Web 网址 : www.aspiremininglimited.com
联系人 Contact Persons
David Paull 董事长 Chairman Tel 电话 : +61 407 22 5291 Achit Darambazar 总经理 Managing Director Tel 电话 : +976 7011 6828
ASPIRE MINING LIMITED | AGM PRESENTATION