Iluka Resources Limited · ASX:ILU
Iluka Resources — TZMI Congress 2014
18 slides from Iluka Resources's conference presentation, November 2014
Slide 1: Iluka Resources Limited – TZMI Congress 2014
Iluka Resources Limited 澳禄卡资源有限公司 TZMI Congress 2014 Matthew Blackwell, Head of Marketing – Mineral Sands November 2014
Slide 2: Disclaimer – Forward Looking Statements
Disclaimer – Forward Looking Statements Forward Looking Statements This presentation contains certain statements which constitute “forward-looking statements”. These statements include, without limitation, estimates of future production and production potential; estimates of future capital expenditu
Slide 3: Presentation Today
Presentation Today 今天的报告 • Our Business 我们的业务情况 • Industry Landscape 产业的展望 • Announcement of exciting initiatives 宣布令人激动的初步行动 3
Slide 4: Business is Mineral Sands
Business is Mineral Sands 业务是矿砂产品 • Activities are centered on Mineral Sands – no distractions 业务活动集中在矿砂产品上-没有动摇 • Track record of delivering on promises (projects) 兑现承诺的业绩（项目） • Dependable partner with a strong Balance Sheet 可信赖的合作伙伴-具有强健的资产负债表 • Committed employees 忠诚的雇员 • Focus on Customers 着眼于客户
Slide 5: Reliable Supplier Today
Reliable Supplier Today 现在可靠的供应商 • Certified as complying with ISO 9001: 2008 通过ISO9001-2008认证 • All product shipped in last 12 months in conformance with specification 过去12个月发运的所有货物质量都满足规格要求 • Offer full range of TiO2 feedstock grades and zircons for all applications 为各种应用供应全系列二氧化钛原料和锆英砂 • Warehous
Slide 6: Investing to Supply You Tomorrow
Investing to Supply You Tomorrow 为了未来供应而投资 • Pipeline of organic growth projects (Balranald, Cataby, Hickory, Aurelian, Eucla) 在进行中的有组织的项目（Balranald, Cataby, Hickory, Aurelian, Eucla) • Continued global exploration when others cutting back 继续在全球进行勘探，而有些公司已经削减 • Re-acquired Puttalam tenements in Sri
Slide 7: Industry Context - Robust Demand Long Term
Industry Context - Robust Demand Long Term Urbanisation Consumption based growth Array of applications ZIRCON ceramics, range of chemical and consumer applications TITANIUM DIOXIDE pigment paint, plastics coatings MINERAL SANDS Mid-to-late cycle demand characteristics; consumption/GDP related 7
Slide 8: Increasing Array of Applications
Increasing Array of Applications 不断增长的应用排列 Zircon Applications 锆的应用 Titanium Dioxide Applications 钛的应用 Catalytic converters 触媒转化器 3D printing applications 3D打印应用 Nuclear fuel rods 核燃料棒 Desalination plants 海水淡化工厂 Oxygen and pressure sensors 氧气和压力传感器 Offshore oil and gas components 海上油气组件 Fibre optics
Slide 9: Industry Context and Dynamics
Industry Context and Dynamics 产业背景和动态 Higher prices Rise of China – VHM Grade / Medium to longer term Maturing ore bodies / required to sulphate and Assemblage decline supply challenge fresh capital required incentivise supply? chloride pigment • Global decline in • Limited known high quality • Majo
Slide 10: Mineral Sands - Major Deposit Discoveries
Mineral Sands - Major Deposit Discoveries 矿砂业务-主要发现的矿藏 • Major players operating within mature ore bodies. Tellnes (Kronos –Titania) discovered 1954 Vilnohirsk Irshansky discovered 1951 Rio Tinto (QIT) Lac Tio discovered 1946 Iluka Virginia 1990s Sierra Rutile 1990s Kenmare 2001 CRL North Stradbroke
Slide 11: Industry Grade and Assemblage Challenges
Industry Grade and Assemblage Challenges 产业面临等级和矿含量的挑战 Mineral assemblage in resources RZ Assemblage HM Grade 5.0% 15% Trash 13% Sulphate Ilmenite Chloride Ilmenite 4.0% 12% Rutile (and other high grade TiO ) 2 Zircon 9% Combined RZ in HM (RHS) 3.0% 9% 6% • Trash component in Heavy Mineral grade inc
Slide 12: Increasing Supply Chain Risk and Cost
Increasing Supply Chain Risk and Cost 供应链中的风险和费用不断增加 TiO2 units produced (2020 Forecast) Norway 5% Canada 9% Ukraine USA 6% China India 15% Sierra Leone 8% Vietnam Sri Lanka Kalimantan Kenya Mozambique South 7% Africa Australia IHS Political / operational risk Insignificant / low 13% 19% Medium High
Slide 13: People and Product Closer to Customers
People and Product Closer to Customers 员工和产品更接近客户 13
Slide 14: Iluka Marketing Team
Iluka Marketing Team 澳禄卡市场营销团队 14
Slide 15: Adapting to Better Serve Our Customers
Adapting to Better Serve Our Customers 自我调整来向客户提供更好的服务 • Split activities by product to enable laser focus on each sector 由产品划分成不同团队来聚焦于各个行业 • Recruited experts from industry 招募行业的专家 • Multilingual sales and support team 多语言的销售与支持团队 15
Slide 16: Recognise Need for Innovation
Recognise Need for Innovation 确认创新的需求 • Supply side – Technology for Resource to Reserve conversion 供应方面-科技用于把资源转变为储备 • Demand side - Champion for Zircon Industry Association, Metalysis, Acid Soluble SR 需求方面-拥护锆英砂产业协会，Metalysis,酸溶性人造金红石 • 8 new products launched in last 18 months 过去18个月里为市场投放8个新产品 •
Slide 17: Iluka China Technical Centre
Iluka China Technical Centre 澳禄卡中国技术中心 • Capability to service both TiO2 and Zircon customers 有能力向二氧化钛和锆英砂客户提供服务 • Full-service laboratory with chlorinator 全面服务实验室配置有氯化炉 • Chinese and international experts 中国和国际专家 • Located near Shanghai 在上海附近 • Opening 2015 2015年启用 17
Slide 18: 2014 Half Year Results
Iluka Resources Limited 澳禄卡资源有限公司 For more information contact: 2014 Half Year Results Matthew Blackwell, Head of Marketing – Mineral Sands matthew.blackwell@iluka.com David Robb, Managing Director Alan Tate, Chief Financial Officer www.iluka.com 22 August 2014