Abx Group Limited · ASX:ABX
Abx — Investor Presentation (December 2021)
20 slides from Abx's investor presentation, Dec 16, 2021
Slide 1: EGM Presentation
For personal use only (ASX:ABX) EGM Presentation 16 December 2021 Page 1
Slide 2: Forward Looking Statement
Forward Looking Statement Whilst based on information from sources considered reliable, Australian Bauxite Limited t/a ABx Group (ABx), its directors, employees and consultants do not represent, warrant or guarantee, expressly or impliedly, that the information in this document and presentation is c
Slide 3: ABx Group: two high-technology businesses
For personal use only Exploration Rare earth ABx Group (ASX:ABX) is developing discovery two high-technology businesses: 1. Rare Earth Elements discovery of the ideal type within ABx’s Tasmanian bauxite project tenements Technology 2. Alcore’s high-priced aluminium fluoride for aluminium smelters an
Slide 4: Corporate overview
Corporate overview ASX code ABX For personal use only Current Issued Average daily Market cap Cash Listed shares Options 52 week range volume (@ $0.125) @ 09 Dec’ 21 Shareholders 24 Dec 2009 182.8m 38.3m $0.089 - 390,000 $22.4m $6.3m 1,864 @ $0.20 @ $0.20 $0.155 Major Shareholders Shares % Justevian
Slide 5: Business focus & information flow
Business focus & information flow For personal use only Australian technology to produce Rare Earth Elements Discovery REE aluminium fluoride AlF3 • $600,000 drilling campaign to confirm ABx’s large REE • Australia’s first producer of AlF3 which is essential for province, Tasmania aluminium smelters
Slide 6: Board of directors & management
Board of directors & management For personal use only Paul Lennon Leon Hawker Chairman 1 Chief Operating Officer Ian Levy Paul Glover Managing Director & CEO Logistics & Exploration Ken Boundy Dr Mark Cooksey Non-Executive Director 2 CEO Alcore Limited 3 Ex-Premier of Tasmania Henry Kinstlinger 1 2
Slide 7: Agenda
Agenda For personal use only 1. Rare earths specialty metals markets 2. Deep Leads rare earth project 3. ALCORE - Australian technology to make aluminium fluoride 4. ABx’s bauxite operations 5. Corporate & the ABx opportunity Page 7
Slide 8: Super magnet rare earth elements: what are they used for in every-day life?
Super magnet rare earth elements (“REE”): What are they used for in every-day life? For personal use only Super-magnet rare-earth elements (REE) are essential strategic metals used for electric vehicles, wind turbines, modern smart phones & military devices. Key Factors: • Prices are rising rapidly
Slide 9: Super-magnet REE markets very strong – prices booming
Super-magnet REE markets very strong – prices booming For personal use only This is a boom situation, like the nickel boom A race to production Source: China exports, conmpared with Kitco Page 9
Slide 10: ABx Group – rare earth elements discovery in Tasmania
ABx Group – rare earth elements discovery in Tasmania For personal use only Ticks all the boxes ü Rich in the super-magnet rare earth metals, neodymium, praseodymium, dysprosium and terbium ü “Water soluble” ionic clay type of REE which can be developed quickly at low cost; ü Shallow depth, typicall
Slide 11: Deep Leads REE discovery near DL130 bauxite project
Deep Leads REE discovery near DL130 bauxite project For personal use only • Deep Leads mineralisation is enriched in all 4 super magnet REE Neodymium (Nd), Praseo- dymium (Pr), Terbium (Tb) & Dysprosium (Dy) • Strike length of the Deep Leads REE exceeds 3.25km and is open in all directions and at de
Slide 12: Deep Leads – higher rare earth grades intercepted
Deep Leads – higher rare earth grades intercepted For personal use only • Getting better: Each step out drilling has returned new record high REE grades • Hole DL392: • Highest neodymium grade to date of 493 ppm Nd2O3 with 1,878 ppm total rare earths oxide (TREO) • Represents a 250-metre easterly ex
Slide 13: Lowest cost REE and fastest into production
Lowest cost REE and fastest into production For personal use only Ionic adsorption clay “IAC” REE advantages: • Water soluble REE ideal for in-situ extraction 3. Lowest operating cost 4. Safest method • Start project producing bulk REE concentrate • Value-adding technology developments: 2. Lowest ca
Slide 14: Australian technology to produce AlF3
Australian technology to produce AlF3 For personal use only • ABx’s 87%-owned refining technology subsidiary • Australia’s first producer of aluminium fluoride (AlF3), which is essential for aluminium smelters • Australia is the only significant aluminium producer without an AlF3 plant • Fully-funde
Slide 15: Aluminium fluoride (AIF3) overview
Aluminium fluoride (AIF3) overview For personal use only Aluminium smelter Alcore’s AlF3 basics • Essential in aluminium smelting • No substitute for AlF3 in aluminium production • 100% imported into Australia, mostly from China • Chinese sales to Australasia suddenly fell in 2021 • Alcore aims to b
Slide 16: Process economics
Process economics For personal use only • Traditional AlF3 production costs are US$1,000/t to US$1,700/t • Alcore costs US$650/t to US$900/t AlF3* due to low-cost raw materials from smelter wastes • Alcore’s engineers design & costing 1st production module & later modules up to 60,000 t/year AlF3 es
Slide 17: Commercialisation of technology
Commercialisation of technology For personal use only A$1.5M pilot plant & design 2021-22. Construction of commercial plant envisioned to commence late 2022 Commercial Plant: • Australia’s first AlF3 plant planned for Bell Bay, northern Tasmania, near an existing hydro-powered aluminium smelter • 10
Slide 18: ABx bauxite operations
ABx bauxite operations Sunrise Bauxite Project For personal use only Fingal Rail project Queensland Northern Tasmania • 50:50 joint venture with Rawmin Mining of India • Mining lease application is on the large Binjour deposit, 115km west of Bundaberg Port • Mining lease application for Fingal Rail
Slide 19: Significant blue-sky opportunity
Significant blue-sky opportunity For personal use only Maximising shareholder value via rare earth discovery and high-tech AIF3 production • ABx is 1 of only 3 traded stocks globally Exploration Rare earth with ionic adsorption clay type of REE discovery which was once a Chinese monopoly • Market ca
Slide 20: Thank you
For personal use only Thank you ABx Group L5 52 Phillip Street Sydney 2000 Australia Phone: +61 2 9251 7177 E: corporate@abxgroup.com.au Julie Young Marketing & Investor Relations Manager E: jyoung@abxgroup.com.au Page 20