Abx Group Limited · ASX:ABX
Abx — Australian Bauxite — Mining 2014 Resources Convention
21 slides from Abx's conference presentation, Oct 30, 2014
Slide 1: ASX Announcement: Presentation at Mining 2014 Resources Convention
ASX ANNOUNCEMENT 30 Octoberr 2014 AUSTRALIAN BAUXITE LIMITED ASX:ABX About Australian Bauxite Limited Presentation at Mining 2014 Resources For personal use only ASX Code ABX Convention Australian Bauxite Limited (ABx) is establishing its first mine in Tasmania and holds the core of In accordance wi
Slide 2: On the Path to Production Dec'14
AUSTRALIAN BAUXITE LIMITED For personal use only AUSTRALIAN BAUXITE LTD ABX On the Path to Production Dec’14 Mining Lease Granted & Full Public Support Strategic Partner & Contractors Selected Project Fully-Funded Level 2, 131 Macquarie St Sydney, NSW 2000, Australia Ian Levy, Managing Director & CE
Slide 3: Forward Looking Statement
Forward Looking Statement Whilst based on information from sources considered reliable, Australian Bauxite Limited (ABx), its directors, employees and consultants do not represent, warrant or guarantee, expressly or impliedly, that the information in this document and For personal use only presentat
Slide 4: Bauxite Prices Rising Strongly in A$
Bauxite Prices Rising Strongly in A$ US$ prices rising & Fx rate falling - with more upside to come For personal use only Average CIF Price of Chinese Bauxite Imports in $A/tonne $90 AUSTRALIAN BAUXITE LTD ABX $80 $A per tonne CIF China $70 $60 $50 $40 $30 $20 Jan-05 Jan-06 Jan-07 Jan-08 Jan-09 Jan-
Slide 5: ABx Investment Highlights
ABx Investment Highlights First Mine Lease Granted – at Bald Hill, Tasmania For personal use only Strategic alliance with Noble Group. Project fully funded Public disclosure period completed. 100% public support AUSTRALIAN BAUXITE LTD ABX Experienced contractors selected. Gearing-up Produc
Slide 6: Australia Increasing Bauxite Exports
Australia Increasing Bauxite Exports Rio Tinto $1.5 billion expansion of +30 Mtpa forecast For personal use only bauxite supply to high-temp refineries Gove Weipa ABx 5 to 10 Mtpa Mitchell low-temp bauxite sold to Plateau (Dormant) low-temp refineries AUSTRALIAN BAUXITE LTD ABX World’s largest alumi
Slide 7: Projects Location & Infrastructure in Tasmania
For personal use only Projects Location & Infrastructure in Tasmania Burnie Bridport Bell Bay Scottsdale 3rd mine: DL-130 Discovered by ABx 2011 Thick, up to 14m AUSTRALIAN BAUXITE LTD ABX DL-130 High grades Launceston Bell Bay Bulk Port Closer to port 1st & 2nd mines: 100km by Road or Rail
Slide 8: First Mining Leases defined in Tasmania
First 2 Mining Leases defined in Tasmania Bald Hill ML 1961 Fingal Rail ML For personal use only Highway Rail To Bell Fingal Rail Draft ML Outline To Bell Bay Port ML outline Bay Port N 200 metres Pit limits AUSTRALIAN BAUXITE LTD ABX Bald Resource outlines Hill ML 1961 Bauxite hole Unused areas Sto
Slide 9: Third Mining Lease Target at DL-130
Third Mining Lease Target at DL-130 Thickest high-grade bauxite in Tasmania, up to 14 metres thick For personal use only EL37/2010 WB-001 EL16/2012 AUSTRALIAN BAUXITE LTD ABX DL-130 DL-130 discovery discovery DL-130 EL9/2010 N 1 kilometre Legend Tenement Boundary Areas with Bauxite outcrop Bauxite p
Slide 10: Testing Bauxite Projects in Tasmania
Testing Bauxite Projects in Tasmania Bulk test pits Dry screening bulk samples For personal use only AUSTRALIAN BAUXITE LTD ABX Excellent rehabilitation Bald Hill Bauxite as Mined Fingal Rail Bauxite as Mined Bulk samples sent to customers 9
Slide 11: Capital & Operating Costs
Capital & Operating Costs Surface miners (can be hired) Item Amount For personal use only Site mobilisation $1.5 m Net site establishment $2.0 m Road upgrade $1.0 m Contingency (25%) $0.5 m AUSTRALIAN BAUXITE LTD ABX Free dig in places Mobile shiploaders (can be hired) Initial capital $5.0 m Working
Slide 12: ABx Development Path
ABx Development Path • TASMANIA For personal use only 1st Mining Lease Granted, 2nd Mining Lease underway & 3rd mine target identified – with 12 km line-of-lode potential Noble Group funding $6m + $2m stand-by: fully funded AUSTRALIAN BAUXITE LTD ABX Public disclosure completed – 100% public s
Slide 13: Key Bauxite Projects Details
Gladstone Binjour: 24.5 mt @ 39.0% avl Al2O3 Bundaberg Key Bauxite Projects Details & 3.0% SiO2 Mining Lease: 3.5 mt For personal use only @ 32.8% avl Al2O3 Brisbane & 5.2% SiO2 • Low temperature bauxite QUEENSLAND NEW SOUTH WALES • 116 mt total mineral resources Inverell: 38.0 mt @ 31.6% avl A
Slide 14: Binjour Bauxite Project, Queensland
Binjour Bauxite Project, Queensland Thick, large, highest grade new trihydrate gibbsite bauxite project in Pacific Basin For personal use only AUSTRALIAN BAUXITE LTD ABX 13
Slide 15: China's Bauxite Demand & Feed Sources
For personal use only China’s Bauxite Demand & Feed Sources Russia Europe North AUSTRALIAN BAUXITE LTD ABX Asia America Country risk & US supply & transport limits transport High Africa temp Australian low temp bauxite limits Rio to replace some Indonesian Indonesian low bauxite from 2014 temp bauxi
Slide 16: Opportunity for Australian Bauxite
Opportunity for Australian Bauxite Chinese bauxite imports fell 70% after Jan 2014 Indonesian export bans – recovering like in 2012 but Bauxite imports into China For personal use only Indonesia has banned bauxite exports. million tonnes per month 2014 Indonesian export bans & 50% tax imposed 12th J
Slide 17: Chinese Bauxite Prices Rising Strongly
Chinese Bauxite Prices Rising Strongly China currently buys bauxite from “exotic” suppliers* at prices up to US$90/t Average Price of Chinese Bauxite Imports For personal use only US$/tonne CIF China $70 2014 Indonesian export bans & 50% export tax imposed 12th January'14 AUSTRALIAN BAUXITE LTD ABX
Slide 18: ABx Bauxite Quality
ABx Bauxite Quality • 116 million tonnes Mineral Resources For personal use only • Surface, easily mined, thickest bauxite in Australia • Low temperature type • Trihydrate gibbsite bauxite with very low AUSTRALIAN BAUXITE LTD ABX silica 42% Al2O3 3% SiO2 23% LOI • ABx bauxite ≈ Indonesian bauxite Pe
Slide 19: Corporate Overview
Corporate Overview $0.35 ASX code ABX Trading Volume Share Price 3 $0.30 Listed 24 Dec 2009 @ $0.20 For personal use only Issued shares 127.0 million Options 3.7 million $0.25 2 52 week range $0.16 - $0.28 AUSTRALIAN BAUXITE LTD ABX Average daily volume 150,000 Millions $0.20 Market cap (@ $0.30) $3
Slide 20: Good Landholder Relations
Good Landholder Relations ABX endorses best practices on agricultural land to leave land and environment better than we find it. We only operate where we are welcomed For personal use only AUSTRALIAN BAUXITE LTD ABX 19
Slide 21: ABx JORC Mineral Resources
ABx JORC Mineral Resources Avl Al2O3 Rx Lab Project Category Tonnes Thickness Avl/Rx Al2O3 SiO2 A/S Fe2O3 TiO2 LOI OB Int W at 143°C SiO2 Yield millions m % % x % % x % % % % m m For personal use only TASMANIA 1 Inferred 5.7 3.8 37.6 3.2 11.9 44.1 4.3 10.4 22.8 3.1 25.0 55 1.5 0.1 DSO 3.0 4.0 32.6 4
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