OPT - Optimum Coal Holdings Limited - Operational update for the six months to27 Jan 2012
OPT
OPT                                                                             
OPT - Optimum Coal Holdings Limited - Operational update for the six months to  
December 2011                                                                   
OPTIMUM COAL HOLDINGS LIMITED                                                   
(Incorporated in the Republic of South Africa)                                  
(Registration number 2006/007799/06)                                            
Share code: OPT                                                                 
ISIN: ZAE000144663                                                              
Issuer code: OPT                                                                
("Optimum Coal" or the "Company")                                               
OPERATIONAL UPDATE FOR THE SIX MONTHS TO DECEMBER 2011                          
The Company wishes to inform shareholders and update the market on operational  
performance at Optimum Collieries and Koornfontein Mines. Optimum Coal owns 100%
of Optimum Collieries and Koornfontein Mines respectively.                      
Optimum Coal produced 7.441 million tons of run-of-mine ("ROM") coal during the 
first half of FY2012, a decrease of 15% on the 8.789 million tons produced in   
the 6 months to December 2010 ("the comparable period"). Of this, 2.903 million 
tons of export/high quality domestic coal was produced, 20% down on 3.611       
million tons produced in the comparable period. Additionally, 3.018 million tons
of Eskom quality coal was produced, 11% down on 3.4 million tons produced in the
comparable period.                                                              
Table 1 - Salient Production Features at Optimum Collieries and Koornfontein    
Mines for the 6 month period 1 July 2011 to 31 December 2011                    
.                                                                               
Optimum       Koornfontein   Total                   
               Units       Collieries    Mines                                  
ROM production  t`000       5.769         1.672          7.441                  
Export/ high    t`000       1.987         0.916          2.903                  
quality                                                                         
domestic coal                                                                   
saleable                                                                        
Eskom quality   t`000       2.381         0.637          3.018                  
saleable                                                                        
Chief Executive Officer Mike Teke said; "Generally, our overall production      
performance for H1, FY2012 was disappointing on the back of production          
challenges at Optimum Collieries which adversely affected attributable ROM      
tonnage performance and consequent export sales volumes. Optimum Collieries     
experienced 3 separate industrial action events during the period which         
adversely affected production over an aggregate 64 day period during H1, FY2012.
Additionally, 2 large draglines were walked to the Kwagga North section         
impacting on available digging capacity in our opencast sections. Kwagga North  
now has 3 large draglines in operation and coal is being transported across the 
newly constructed overland conveyor which has been successfully commissioned.   
Koornfontein Mines has again performed steadily and has achieved all requisite  
production targets during H1, FY2012. Conditions precedent to the TNC           
acquisition have been met and we expect to shortly conclude this acquisition    
which will ensure that Koornfontein Mines returns again to being a long life,   
high quality export coal operation. Our safety performance continues to improve 
and we remain well ahead of comparable coal industry safety rates.              
Encouragingly, TFR`s general industry railings performance to RBCT during the   
period has substantially improved on prior periods on the back of rolling stock 
and locomotive upgrades as well as efficiency initiatives. This is extremely    
encouraging from a coal export and project development perspective.             
Additionally, Eskom coal demand requirements remain an important and compelling 
opportunity for local coal suppliers like ourselves."                           
The results for the 6 months ended 31 December 2011 will be announced on SENS on
or about Thursday, 9 February 2012.                                             
www.optimumcoal.com                                                             
27 January 2012                                                                 
Johannesburg                                                                    
Sponsor                                                                         
RAND MERCHANT BANK (A division of FirstRand Bank Limited)                       
Financial Communications Advisers                                               
COLLEGE HILL                                                                    
Date: 27/01/2012 15:28:06 Produced by the JSE SENS Department.                  
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