rivers dale

8/4/2019 Rivers Dale

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Disclaimer: The information in this document is provided for information purposes only by Riversdale Mining Limited. No representation or warranty ismade as to the accuracy, completeness or reliability of the information. Any forward looking information in this presentation has been prepared on the

basis of a number of assumptions which may prove to be incorrect. This presentation should not be relied upon as a recommendation or forecast by

Riversdale Mining Limited.

RiversdaleMining:DevelopingWorldClassRiversdaleMining:DevelopingWorldClass

CoalOperationsinSouthernAfricaCoalOperationsinSouthernAfrica

SteveMallyon,MD RiversdaleMiningLtd

AusIMM

Technical

Meeting

AusIMM

Technical

Meeting 18March200918March2009


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2

15.3%

2.3%

24.4%

3.0%12.7%

2.0%

40.3%

Australian Institutions

UK InstitutionsNorth American Institutions

Other Institutional

Corporates

Related Parties (predominantly management)

Private Investors

CorporateprofileCorporateprofile

Source:ThomsonReutersAsof30/Jan/2009

MarketCap

@$3.04per

share

A$572.7million

Shares 188.4million

Options 20.1million

NetCash ~A$320million

PassportCapital 16%

TalbotGroup 19.8%

TataSteelLtd 10%

~60%institutional

ownership

Asof

31/Dec/2008

Asof10/Mar/2009


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3

OperatinginAfricaOperatinginAfrica

SocialDevelopmentSocialDevelopment

RiversdaleMiningisoperatingminesanddeveloping

projectsthatwillemploy>2,000localstaffand

contractors,coveringSouthAfricaandMozambique

Thecompanyhasextensiveprogramsfortrainingand

comprehensivecommunityengagementprograms

Committedtodevelopingthelocalcommunitiesin

whichthecompanyoperatesandtoimpactpositively

thewidereconomies

TheCompanyhasanestablishedtrackrecordfor

educational,healthandinfrastructureimprovements

thatbenefittheentirecommunity(notjuststaff)

Building

on

successful

programs

at

ZAC,

Riversdale

Mininghascommencedlocaltrainingfromanew

trainingcentreinTete,Mozambique,involving

farmers,builders,entrepeneurs,technicians&

educators


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4

Production

850900ktROM

650700ktsaleable

Reserves/Resources

17yrLOM

Significantexpansionpotential(Ngwabeblock)

Anthracitemarket

Demanddrivenbythemetalrefiningindustry

Relativelyinelastic nopricecompetitivesubstitutes

Constrainedsupplyfrommajorproducers(Vietnam,Russia)

ZACinfrastructure

Excellentinfrastructure

Sparecapacity

ZAClocation

SituatedalongtheRichardsBaycoalline(RBCTexportport)

Closetomajormarkets(chrome,electrodepaste&mineralsands)

ZululandAnthraciteColliery(ZAC)ZululandAnthraciteColliery(ZAC)

asnapshotasnapshot

MINERAL RESOURCES & RESERVES ZAC

Resource

Category

Gross in

Situ Tonnes(Mt)

Reserve

Category

ROM

Tonnes(Mt)

Measured

indicated

Inferred

11.2

18.7

23.7

Proved

Probable

5.3

10.2

Total 53.6 Total 15.5


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5

Mozambique:AworldclasscokingcoalprojectMozambique:Aworldclasscokingcoalproject

Snapshot

22tenements>250,000ha(20tenements100%owned)

TATA:A$100M+Strategicjointventurepartnerin2tenements

2.1BilliontonneCoalResourceinBengaProject

Quality:premiumhardcokingcoalplusthermalcoal

20Mt/acoalMiningStudylodgedwithgovernment

Varioustransportoptions


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Moatize:thenextmajorcokingcoalbasinMoatize:thenextmajorcokingcoalbasin

Thelargestundevelopedcokingcoalregionintheworld?

RIV:largestholdingintheMoatizebasin

Benga:2%oflicenseareacontains2.1Billiontonne

CoalResource

- 1.0BtMeasured&Indicated

- 1.1BtInferred

- Drillingon21additionallicensesthroughout

2009

Premiumhardcokingandthermalcoals

QualityequaltobestinBowenBasin

Competitivefreightratesintohighgrowthmarkets

in

IndiaandBrazil

PotentialtoaccessEuropeancokingcoalmarket


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GeologicalMap:Tete/MoatizeGeologicalMap:Tete/Moatize


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FacilitiesatTeteFacilitiesatTete

RiversdaleCampnearTeteAerialviewofTete


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CoalOutcropinMozambiqueCoalOutcropinMozambique


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CoalSamplesinMozambiqueCoalSamplesinMozambique

LargeDiameterCoalCore

CoalCore,April2008


11/2911

BE87 BE12 BE50 BE21 BE39

BoreholeGeophysics UnlocksSeamStratigraphy


12/2912

CrossCrosssectionssections

BE113

4.50

698.70 4.50

50

100

150

200

250

300

350

400

450

500

550

600

650

R22R21R13R12R11Q1P4P3P22P21P12P11PL

O2O1

N22N21N12N11N0

M4M3M2M1M0L5L4L3L22L21L1 L0K22K21K13K12K11

J24J23J22J21J14

J13J122J121J11I

H22H21H12H11

G22G21G1F23F22F212F211F12F11

E4E3E2E1E0

EL22EL21D5D4D3D2D12D11D0D00

C31C22C21C12C11

BE114

-28.00

622.62 -28.00

50

100

150

200

250

300

350

400

450

500

550

600

V4V3V2

V1U6U5U4U3U2U1TU32TU31TU2TU12TU11TU0

S8S7S6S52S51S12S11

RU3RU2RU0R6R5R4R32R31

R22R21R13R12R11Q1P4P3P22P21P12P11PL

O3O2O1

N12N11

M4M3M2M1M0L5L4L3L22L21L1 L0K12K11

J24J23J22J21J14J13J122J121J11 I

H22H21H12H11

568500E

568500E

569000E

569000E

569500E

569500E

570000E

570000E

570500E

570500E

571000E

571000E

571500E

571500E

572000E

572000E

572500E

572500E

573000E

573000E

573500E

573500E

574000E

574000E

-600RL -600RL

-500RL -500RL

-400RL -400RL

-300RL -300RL

-200RL -200RL

-100RL -100RL

0RL 0RL

100RL 100RL

200RL 200RL

BE11

2.50

210.79 2.50

50

100

150

200

TU32TU31TU2TU12TU11TU0S42 S41S3S2S12S11

RU2R7R6R5R4R32R31R22R21R13R12R11Q1

P4P3P22P21P12P11

PL

O3O2O1

BE41

16.50

317.75 16.50

50

100

150

200

250

300

D5D4D3D2D12D11D0D00

C422C421C41C31C22C21C12C11

B52B51B42B41B332B331B322B321B31B23B222B221B212B211B122B121B112B111B0

A52A51A42A41A32A31A22A21A1A0

BE44

-2.50

365.75 -2.50

50

100

150

200

250

300

350

EL22EL21EL1

D5D4D3D2D12D11D0D00

C422C421C41C322C321C31C22C21C12C11

B52B51B42B41B332B331B322B321B31B23B222B221B212B211B122 B121B112B111B0

A52A51A42A41A32A31A22A21A1A0

BE46

-1.00

416.65 -1.00

50

100

150

200

250

300

350

400

E4E3E2E1E0EL22EL21EL1

D5D4D3D2D12D11

C41C322C321C31C22C21C12C11

B52B51B42B41B332B331B322B321B31B23B222B221B212B211B122B121B112B111B0

A52A51A42A41A32A31A22A21

BE49

-13.00

518.70 -13.00

50

100

150

200

250

300

350

400

450

500

E4E3E2E1E0

EL22EL21EL1

D5D4D3D2D12D11D0D00

C422C421C41C322C321C31C22C21C12C11

B52B51B42 B41B332B331B322 B321B31B23B222B221B212B211B122B121B112 B111B0

A52A51A42A41A32A31A22A21A1A0

BE53

-14.50

653.70 -14.50

50

100

150

200

250

300

350

400

450

500

550

600

650

TU32TU31TU2TU12TU11TS42S41S3S2S12S11RU2RU1R7R6R5R4R32R31R22R21R13R12R11

Q1P4P3P22P21P12 P11

PLO3O2O1

N22N21N12N11N0

M4M3M2M1M0L4L3L22L21 L1L0K22K21K13K12K11

J24J23J22J21J14J13J122J121J11 IH12H11

G22G21G1

F23F22F212F211F12F11

568500E

568

500E

569000E

569

000E

569500E

569

500E

570000E

570

000E

570500E

570

500E

571000E

571

000E

571500E

571

500E

572000E

572

000E

572500E

572

500E

573000E

573

000E

573500E

573

500E

574000E

574

000E

-600RL -600RL

-500RL -500RL

-400RL -400RL

-300RL -300RL

-200RL -200RL

-100RL -100RL

0RL 0RL

100RL 100RL

200RL 200RL


13/29131313

WorkingSectionsWorkingSections


14/291414

MiningStage2010MiningStage2010

14

1MtsourcedfromtheC

seampitin2010

WasteHauledtoexpit

dumptothesouthofthe

ultimatepitshelllimit


15/291515


15

Miningata5Mtpawitha

80/20NorthtoSouth

blend

Miningcontinuesinthe

south.CandDSeams


16/291616


16

Miningdiscontinuedinthe

southin2016


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CoalProcessingPlantCoalProcessingPlant

Similar

to

Lake

Vermont

CHPP

2stagewashing

HighCut/lowCut

+1mmtodensemediumcyclones

1mm

+

0.25mm

to

spirals

0.25mmtofrothfloatation

Waterrecycled

Wastecodisposed withoverburden

60%

yield

of

which

half

is

coking

coal


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ProductStripRatioProductStripRatio

StripRatio ProductTonnes

3.0

8.1

11.4

12.513.2 13.3

14.7

17.8

0.0

2.0

4.0

6.0

8.0

10.0

12.0

14.0

16.0

18.0

20.0

Beng

aAv

.First

10yrs

Macar

thurJu

n06

Goonyel

la Rive

rside

2000

Macar

thurJu

n07

BM

AMine

scom

bined

2007

Macar

thurD

ec07

Dingo

/Won

dindi

Isaac

Plains

StripRatio

(BCM/tonne)x

PCI Riversdale HCC


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BengaCoalQualitiesBengaCoalQualities

BengaHardCokingCoal#

VolatileMatter(%,ad) 21.8

Rank(RoMax) 1.4

CSN(swellindex) 8.5

Vitrinite% 81

Ash(%,ad) 10.5

Gieselermaxfluidity 2.4(log)

Cokestrength(CSR) 71

#QualityparametersareaweightedaverageoftargetedseamsacrosstheBengaresource.Minesequencingorselectivityhas

notbeenoptimised

*

Products

based

on

target

ash

which

may

be

subject

to

change

based

on

economic/quality

optimisation

Cokestrengthafterreaction(CSR).Resultsfromfirstcoketest.Resultsexpectedtoshowsomevariation.

BengaExportThermal#

CVGAD(kcal,kg) 6390

Ash(%,ad)* 22

Moisture(%,ad) 0.8

TotalMoisture(%,ar) 7

VolatileMatter(%,ad) 20

HGI 80

Ashfusion(IDT,C) 1425


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BengawillproducePremiumHardCokingCoalsBengawillproducePremiumHardCokingCoals

Benga hard coking coals

Schapiro&Gray

ASTMStability

predictioncontours


21/2921

FirstBengaCokeProducedFirstBengaCokeProduced


22/2922

FirstBengaCokeProducedFirstBengaCokeProduced


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RiversdaleMiningStage1 2010

Toutilise refurbishedSena LineandexistingBeiraPort

Exporthardcokingcoal1.5Mt/a

Exportthermalcoal0.5Mt/a

RiversdaleMiningStage2 2013

Toultilise newBeiracoalterminaland/orbarging

Exporthardcokingcoal6Mt/a

Exportthermalcoal2Mt/a

Domesticthermalcoal4Mt/a

Sena Railrefurbishmenttobecompletedbyendof2009

Consortiumdevelopingrail(CFM,RitesandIrcon)approvedfully

funded

DevelopmentoftheBeiraport

Governmenthasannounced$500Mplansfordevelopment

Harbourbacklog dredgingtocommencein2009

Barging feasibilitystudyunderway

BathymetricSurveycompleted

MineexpansionlinkedtoInfrastructureMineexpansionlinkedtoInfrastructure


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Mozambique:rehabilitationoftheMozambique:rehabilitationoftheSenaSena raillinerailline

Approach to Dona Ana Bridge

Port upgrade

Sena line crossing the ZambeziDona Ana Bridge


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25

BargingPotentialonBargingPotentialonTheMightyZambeziTheMightyZambezi

Oneofthelargestriversintheworld

Cahora Bassa Dam regulatesflowandtrapssedimentupstream

Studiesshowriverdepthiscommerciallynavigable

SingleLinesurveyin2008confirmedchanneldepth,widthTetetoChinde

FullscaleBathymetricsurveycompletedinJanuary2009

FirstevercomprehensivesurveyoftheZambezi

PhotoofCB


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26

BargeLoadingandUnloadingBargeLoadingandUnloading

LoadingatTetewillbeviacoveredconveyor(A)

UnloadingcanbedirecttoShip(B),toGround(C)ortoTransloader(D)

AB

C

D

OhioRiver

LowerMississippiRiver

ParanaRiver

LowerMississippiRiver


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BengaSeamsExtendintoAdjacentTenementsBengaSeamsExtendintoAdjacentTenements


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BengaSeamsConfirmedin946LBengaSeamsConfirmedin946L


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rivers dale

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