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INVESTOR PRESENTATION March 2010

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INVESTOR PRESENTATION March 2010

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    1. 1

    2. 2 DISCLAIMER The information in this presentation does not purport to contain all the information that may be required to evaluate the prospects of Coalworks and in particular only discloses material information within the knowledge of Coalworks. You should seek independent professional advice in relation to the technical, financial, taxation, legal and commercial matters relating to the information and rely on your own due diligence and analysis accordingly. Other than to the extent required by law (and only to that extent) we disclaim all liability and make no representation, guarantee or warranty (expressed or implied) as to, and assume no responsibility nor liability for, the information provided.

    3. 3 EXECUTIVE SUMMARY

    4. QUALITY PROJECTS WORLD CLASS PROVINCES POTENTIAL FOR LARGE PRODUCTION COKING & THERMAL POTENTIAL

    6. Coal is main electricity fuel for China, India, USA & others Underinvestment in coal indicates long term growth and market rebound Coal is low cost and reliable ABARE predicts continued strong demand from China to increase world coking coal trade by 8% to 232Mt in 2010 Steel linked to economic growth in China and India continues to drive coking coal demand and prices [Graphs: ABARE – Nov 2009]

    7. STRONG MANAGEMENT

    8. 8 CORPORATE MILESTONES ACHIEVED

    9. 9 OAKLANDS COAL RESOURCE Present Oaklands Resource Measured: 121Mt Indicated: 572 Mt Inferred: 129 Mt Total Resource: 822 Mt Measured resource drilling program completed in Northern portion Southern Measured resource pending Large open pit mining potential Existing rail line into project

    10. 10 MEASURED, INDICATED & INFERRED RESOURCES

    11. OAKLANDS MINE Bankable Feasibility Study (BFS) underway Preliminary mine plans for the north and south developed Landowner Relations Strategic partnerships formed with key landowners Community Relations Regular updates distributed to local residents by Urana Shire Council Locally-based Operations Manager appointed Water & Environmental studies commenced Meteorological Station installed at Oaklands and data is being uploaded via the Telstra NextG network

    12. OAKLANDS MINE 250Mt ROM @ 5 to 1 Strip Ratio

    13. OAKLANDS MINE & CTL SITE LAYOUT

    14. OAKLANDS MINE & CTL SITE LAYOUT

    15. OAKLANDS TRANSPORT OPTIONS Rail study completed Geelong least cost rail option Oaklands via Benalla to Geelong upgrade Discussions with Victorian Government on rail port upgrade underway Victorian Government have spent $17M on upgrade PKCT provides alternative rail option Discussions continuing with service providers Working party formed to discuss transport & shipping of coal Port Options Oaklands - Geelong coal chain, or Oaklands - to PKCT

    16. OAKLANDS COAL TRANSPORT PLANS

    17. GEELONG PORT CONCEPTUAL SITE LAYOUT

    18. 18 OAKLANDS : PROJECT COMPARISONS

    19. 19 CLEAN COAL PROCESSING

    20. CWK CLEAN COAL MEDIA COVERAGE THE AUSTRALIAN national newspaper November 19, 2009 Special Report on CLEAN ENERGY Front page article by Robin Bromby about clean coal analyses various international strategies and includes this comment about Coalworks: “… Coalworks has defined a coal resource in southern NSW of more than 800 million tonnes, which it plans to gasify, then pump into a methanol unit to produce petrol using technology pioneered in New Zealand in the 1980s. Coalworks plans to pump the carbon dioxide into underground storage.”

    21. 21 U-GAS PLANT IN COMMERCIAL OPERATION

    22. 22 U-GAS® FLUIDIZED BED

    23. 23 OAKLANDS GASIFICATION TESTING UNDERWAY

    24. 24 COMMERCIALLY PROVEN CTL TECHNOLOGIES

    25. COAL TO PETROL FEASIBILITY STUDY UNDERWAY Pre feasibility study with Uhde Shedden for Coal to Liquids (CTL) was completed in 2008 CTL Feasibility Study with Synthesis Energy Systems Inc. is underway Transport route for hauling petrol and LPG to market via rail to Geelong Port is in planning Market Study for petrol and LPG was completed in 2010 with positive results Discussions underway with potential offtake partners & financiers

    26. 26 OAKLANDS DEVELOPMENT TIMETABLE

    27. OAKLANDS VALUE ADDING STRATEGY Oaklands coal is ~2/3 energy of Hunter Valley coals Value adding to Coal Briquetting to increase energy Coal to petrol - more product /less transport cost Coal to Petrol - most profitable business case Producing 7,000 bpd petrol from 1.5Mtpa coal equates to ~same revenue as selling 4 Mtpa raw coal Added advantage : rail cost for petrol to market is ~2% revenues compared to coal ~25% revenues 2010 Marketing Study shows significant shortage of petrol in NSW and growing shortage in Victoria

    29. VICKERY SOUTH COAL PROJECT

    30. VICKERY SOUTH COAL PROJECT Vickery South EL in coal-rich Gunnedah Basin, NSW Proximity to an operating mine Railway to Newcastle Thermal and coking coal resource target: 50 - 70 Mt Production target 2Mtpa Potential for open pit & underground mining Newcastle Ports expanding capacity MOU for joint venture signed with Itochu

    31. VICKERY COAL RAIL ROUTE

    32. 32 VICKERY SOUTH KEY POINTS

    33. 33 VICKERY SOUTH KEY POINTS

    34. 34 VICKERY SOUTH : PROJECT COMPARISONS

    35. FERNDALE COAL PROJECT

    36. FERNDALE COAL PROJECT Ferndale EL in Prime Hunter Valley coal province, NSW Proximity to a blue chip operating coal mines Railway to Newcastle Thermal and coking coal resource target: 60 - 85 Mt Production target 2 – 5 Mtpa Predominantly underground Newcastle ports expanding capacity

    37. FERNDALE COAL RAIL ROUTE

    38. 38 FERNDALE COAL KEY POINTS

    39. 39 FERNDALE COAL KEY POINTS

    40. 40 FERNDALE: PROJECT COMPARISONS

    41. 41 HODGSON VALE DRILLING Initial Drilling intersected up to 8m coal in two holes Resource targets reviewed 2 main zones targeted for future drilling Licence renewed

    42. 42 ASHFORD LIME Drilling program completed Grades indicate suitability for selected Ground Calcium Carbonate (GCC) products Further drilling targeted to optimize grades GCC off-take agreements targeted

    43. SUMMARY COALWORKS POSITIONED FOR GROWTH Strong Management team - Geoff Kidd, Chris Burgess, Matt Morgan, Minarco, GEOS FOCUSED ON: completing Oaklands BFS moving into development at Oaklands, Ferndale and Vickery generating revenue STRATEGIC RELATIONSHIP DEVELOPMENT Off-take agreements Joint Venture partnerships

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