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    Unknown Analyst • Arkkan Capital

    Unknown Analyst's questions to Coronado Global Resources Inc (CODQL) leadership

    Unknown Analyst's questions to Coronado Global Resources Inc (CODQL) leadership • Q1 2025

    Question

    An analyst from Arkkan Capital asked about the expected run-rate for capital expenditure after the current growth projects are completed. They also inquired about the estimated cash burn attributable to the Stanwell contract and the historical rationale for this agreement.

    Answer

    CFO Barrie Van Der Merwe estimated that go-forward sustaining business CapEx would be around $150 million annually, with an additional $20-30 million for development. CEO Douglas Thompson explained the Stanwell contract's cash impact has two parts: a rebate (currently ~$7M/month) and the supply of highly discounted coal. He clarified the contract was inherited from previous owners.

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    Unknown Analyst's questions to Coronado Global Resources Inc (CODQL) leadership • Q1 2025

    Question

    An analyst from Arkkan Capital asked about the expected run-rate for capital expenditures after the current growth projects are completed, the estimated cash burn from the Stanwell contract, and the historical reason for this contract's existence.

    Answer

    CFO Barrie Van Der Merwe estimated ongoing sustaining CapEx would be around $150 million annually, with an additional $20-30 million for development. CEO Douglas Thompson explained the Stanwell contract's negative cash impact comes from a monthly rebate (currently ~$7M) and the sale of ~3 million tonnes of coal at a highly discounted price. He clarified that the contract was inherited when Coronado acquired the Curragh mine from its previous owners.

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