Abx Group Limited · ASX:ABX
Abx — Australian Bauxite — Mining 2013 Conference
18 slides from Abx's conference presentation, Oct 23, 2013
Slide 1: ASX Announcement: Company Presentation
ASX ANNOUNCEMENT 23 October 2013 AUSTRALIAN BAUXITE LIMITED ASX: ABZ Company Presentation About Australian Bauxite Limited: ASX Code ABZ Australian Bauxite Limited (ABx, ASX: ABZ) advises that Australian Bauxite Limited (ABx) holds the core CEO, Ian Levy is presenting at the Mining 2013 of the newly
Slide 2: Australian Bauxite Limited: developing first two bauxite mines
AUSTRALIAN BAUXITE LIMITED ABZ Developing first two bauxite mines AUSTRALIAN BAUXITE Strong bauxite market Bauxite is the ore for aluminium ASX Code ABZ Level 2 131 Macquarie St Sydney NSW 2000 Australia Phone: +61 2 9251 7177 Julie Young, Marketing/IR Manager Facsimile: +61 2 9251 7500 Mob: 0417 21
Slide 3: Forward Looking Statement and JORC Competent Person 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 presentation is complete or ac
Slide 4: Simple start-up in Tasmania
Simple start-up in Tasmania All infrastructure exists Bridport Bell Bay Burnie Bell Bay Scottsdale Bulk Port AUSTRALIAN BAUXITE DL-130 Launceston Third Mine Close to Port? Campbell Town Second Mine, Fingal Rail Bald Hill Project First Mine Bald Hill Bauxite Project ASX Code ABZ LEGEND ABx Bauxite Le
Slide 5: Bald Hill resource outlines
Highway Rail To Bell To Bell Bay Port Bald Hill Bay Port ML 1961 Resource outlines AUSTRALIAN BAUXITE Bald Hill ML 1961 ASX Code ABZ 4
Slide 6: Tasmanian mines, costs and market capitalisation
AUSTRALIAN BAUXITE LIMITED • 1st Mine Lease well advanced & 2nd underway • 3 Tasmanian mines each producing ~0.8 mill tonnes pa AUSTRALIAN BAUXITE • Mobile equipment (incl port) reduces capital cost • Mining & transportation by contractors • Operating cost less than $29 per tonne FOB • 114 million s
Slide 7: Funding options and joint venture with Xinfa Group
AUSTRALIAN BAUXITE LIMITED • Several funding options – potential joint venture with Xinfa Group preferred – due diligence completed. AUSTRALIAN BAUXITE • Discussions taking time, as forewarned • Other interested parties and other options • Offtake partner to fund project capital costs to earn 50% AS
Slide 8: Record Chinese Bauxite Imports in Sept'13
Record Chinese Bauxite Imports in Sept’13 Bauxite imports into China - million tonnes per month 7 AUSTRALIAN BAUXITE Indonesian export bans & 20% tax imposed 6 Million tonnes per month 5 4 Australian 3 2 ASX Code ABZ 1 Indonesian 0 Indonesia Australia India Other Indonesian supply will reduce early
Slide 9: Strong Chinese Bauxite Prices
Strong Chinese Bauxite Prices Average CIF Price of Chinese Bauxite Imports US$/tonne $70 Indonesian export bans & AUSTRALIAN BAUXITE 20% tax imposed $60 US$ per tonne CIF China $50 $40 ASX Code ABZ $30 $20 Indonesian export tax on bauxite increases from 20% to 50% in 2014 = + US$60/t AUSTRALIA’S & A
Slide 10: Market Fundamentals: New Industry Structure
Market Fundamentals: New Industry Structure Australia, China China, Middle East Indonesia Giant New Smelters AUSTRALIAN BAUXITE Figure: Alumina Limited 1 tonne ASX Code ABZ • New Smelters use 30% less electricity per tonne aluminium • New Chinese smelters taking more market share • China must import
Slide 11: China-Australia Trade
China-Australia Trade Russia AUSTRALIAN BAUXITE Europe North Asia America Country risk & US supply & transport limits transport Africa Hi limits Australian low temp bauxite Lo temp will replace Indonesian temp bauxite strongly in 2014 variable, South America ASX Code ABZ looming bans & Australia tax
Slide 12: Costs & Timetable For ABZ's First Projects
Costs & Timetable For ABZ’s First Projects Project Date Tonnes pa 1 Tasmania 2014 @0.7-1.5Mtpa Binjour AUSTRALIAN BAUXITE Capex A$12 million Project Opex A$29 / t FOB Inverell-Guyra 2 Goulburn Sth 2015 @ 1-2Mtpa Discoveries Capex A$20 million Opex A$30 / t FOB Goulburn ASX Code ABZ 3 Goulburn Nth 20
Slide 13: Our Bauxite: Low temperature type
OUR BAUXITE: Low temperature type • 116 Mill tonnes JORC Resource +200Mt target • Surface, easy mined, thickest bauxite in Australia • Low-temperature, gibbsite bauxite, low silica, 42% Al2O3 3% SiO2 23% LOI AUSTRALIAN BAUXITE Penrose NSW – old quarry. 14 December 2011 ASX Code ABZ >36metres Section
Slide 14: Bald Hill Bauxite Project, Tasmania
Bald Hill Bauxite Project, Tasmania AUSTRALIAN BAUXITE ASX Code ABZ 13
Slide 15: Capital Equipment: New Technology
Capital Equipment: New Technology AUSTRALIAN BAUXITE Surface miners (hired) Shiploaders are similar technology ASX Code ABZ 14 Stackable conveyors
Slide 16: Corporate Details
Corporate Details ASX Code : ABZ Listed 24 Dec'09 at $0.20 Major Shareholders Shares % Shares 113.8 million Hudson Resources 25.6 million 22.5% Options 3.7 million Gleneagles Securities 8.0 million 7.0% Market Cap ($0.17) $19 million State One Capital 8.0 million 7.0% AUSTRALIAN BAUXITE Cash (30 Jun
Slide 17: Good Landholder Relations
Good Landholder Relations AUSTRALIAN BAUXITE ASX Code ABZ ABZ endorses best practices on agricultural land to leave land & environment better than we find it. We only operate where welcomed. 16
Slide 18: Australia Will Increase Bauxite Exports
Australia Will Increase Bauxite Exports Forecast 30Mtpa Rio Investing $1.5 Billion: Hi-Temp Bauxite. Selling to Hi-Temp Refineries Gove Weipa 5 to 10 Mtpa by ABZ Mitchell AUSTRALIAN BAUXITE Plateau Low-Temp Bauxite sold to (Dormant) Low-Temp Refineries World’s largest alumina refineries 3 Binjour Pr