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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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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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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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
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BE87 BE12 BE50 BE21 BE39
BoreholeGeophysics UnlocksSeamStratigraphy
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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
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WorkingSectionsWorkingSections
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MiningStage2010MiningStage2010
14
1MtsourcedfromtheC
seampitin2010
WasteHauledtoexpit
dumptothesouthofthe
ultimatepitshelllimit
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MiningStage2015MiningStage2015
15
Miningata5Mtpawitha
80/20NorthtoSouth
blend
Miningcontinuesinthe
south.CandDSeams
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MiningStage2020MiningStage2020
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
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FirstBengaCokeProducedFirstBengaCokeProduced
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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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BargingPotentialonBargingPotentialonTheMightyZambeziTheMightyZambezi
Oneofthelargestriversintheworld
Cahora Bassa Dam regulatesflowandtrapssedimentupstream
Studiesshowriverdepthiscommerciallynavigable
SingleLinesurveyin2008confirmedchanneldepth,widthTetetoChinde
FullscaleBathymetricsurveycompletedinJanuary2009
FirstevercomprehensivesurveyoftheZambezi
PhotoofCB
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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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