Alkane Resources Ltd · ASX:ALK
Alkane Resources — 5th International Rare Earth Conference 2009
24 slides from Alkane Resources's conference presentation, Nov 19, 2009
Slide 1: Presentation to the 5th International Rare Earth Conference (ASX cover letter)
R ES O U RCES L TD AB N 3 5 0 0 0 6 8 9 2 1 6 For personal use only 18 November 2009 Manager Announcements Company Announcements Office ASX Limited 20 Bridge Street Sydney NSW 2000 Dear Sir, PRESENTATION Attached is a copy of a presentation to the 5th International Rare Earth Conference held in Hong
Slide 2: Dubbo Zirconia Project
…putting the pieces together For personal use only Dubbo Zirconia Project NSW Australia A strategic supply for the zirconium, niobium and rare earths industries 5th International Rare Earth Conference Hong Kong 18 November 2009 Roskill Information Services Ltd Metal Events Ltd
Slide 3: Corporate Snapshot
Corporate Snapshot For personal use only Public company listed on the ASX since 1969 , 2,700 mostly y Australian shareholders Multi commodity explorer and miner, focussed in the Central West of New South Wales, Australia DZP Gold production from Peak Hill mine 1996 – 2005. New gold (+1Moz) developme
Slide 4: DZP Location Movie
DZP Location Movie For personal use only Perth Sydney
Slide 5: DZP Location
DZP Location For personal use only Dubbo region pop 80,000 State power grid State gas grid M j mixed Major i d agriculture i lt Transport hub Substantial light industry
Slide 6: DZP Program
DZP Program g For personal use only Resource drilling completed 2001. Flow sheet developed 1999 to 2002, with trials to mini pilot plant scale. Detailed feasibility study completed in 2002. AusIndustry Commercial Ready Grant of A$3.29M in April 2006 on dollar for dollar basis to complete process opt
Slide 7: DZP Geology
DZP Geology gy For personal use only 0 200 metres Jurassic aged g trachyte y intrusive
Slide 8: DZP Resources
DZP Resources For personal use only Measured Resource : 35.7 million tonnes grading 0 - 55 metres 1.96% Zr02, 0.04%HfO2, 0.46% Nb2O5 , 0.03% Ta2O5 , 0.14% Y2O3, 0.75% REO and 0.014% U3O8 Inferred Resource : 37.5 million tonnes at similar grades 55 - 100 metres TOTAL : 73.2 million tonnes Major world
Slide 9: Ore Mineralogy
Ore Mineralogy gy For personal use only eudialyte ZrSiO4 ± Ca, Y, Zirconium < 2μm - 50μm armstrongite REE, H2O +?U yttrium silicates YSiO4 ± REE, Be, Yttrium < 50μm and a d with t Zr Fe, As, Nb Niobium/ NaNbO3 + Ta ? Th natroniobite < 30μm T t l Tantalum also NbFeSiO4 calcian C (REE)(CO3)F Ca(REE)(C
Slide 10: DZP Flow Sheet
For personal use only DZP Flow Sheet
Slide 11: Market Summary
Market Summaryy For personal use only Zirconium: drying agent in paints; primer coat of vehicle metalwork; ceramic pigments; engineering ceramics; auto catalysts; electronics; solid oxide fuel cells; fuel rods in nuclear power plants; special alloys and glasses Hafnium: alloys, control rods for nucl
Slide 12: Zircon Usage
Zircon Usage g For personal use only Global consumption 1,400,000 tpa Other Foundry 2% 14% Ceramics Zirconia & 50% Zr Chemicals 12% TV Glass 8% Refractory 14% Source: TZMI
Slide 13: Zirconium Chemicals
Zirconium Chemicals For personal use only Current Zirconia Zirconium Chemical Uses 2007 Consumption 96,000 tonnes (ZrO2 units) 2015 Estimated 150 000 tonnes with industry growth rate of 4 150,000 4.5%pa 5%pa High growth areas: Advanced ceramics and catalysts 13.0%pa Ceramic pigments 8.0%pa Zirconium
Slide 14: Structure of Niobium Industry
Structure of Niobium Industryy For personal use only Metallurgical Structural steels Stainless and heat resistant steels Pyrochlore FeNb Superalloys Super conducting magnets Columbite Nb 2O 5 Tantalite Oxides Class Ceramics AZL Nb Concentrate Nb Raw Materials Intermediate Products Applications DZP p
Slide 15: Niobium Demand
Niobium Demand For personal use only Niobium 2007 (Ferroniobium units) consumption ~63,000t – 90% Brazil Estimate for 2012 ~100 000t ~100,000t Ferroniobium price spiralled to US$60/kg in March 07 and is currently around US$35 - 40/kg Long term expected to be in US$25 - $35/kg Source: TZMI
Slide 16: Rare Earth Consumption
Rare Earth Consumption p For personal use only Growth areas are magnets Dy-Tb-Nd-Sm and rechargeable batteries Nd (metal alloys) y for electric and hybrid vehicles. Also p phosphors p Y-Tb-Eu (p (phosphors p forTV,, computer, LCD’s and energy efficient lighting), and ceramics Y-Tb and catalysts Ce T
Slide 17: DZP Product Output
DZP Product Output p For personal use only Base case models of 200,000 to 500,000 tonnes per year of ore processed Product 200ktpa 500ktpa ZBS, ZOH, ZBC, ZrO2 9,000tpa (3ktpa ZrO2) 22,500tpa (7.5ktpa ZrO2) Nb-Ta concentrate 1,000tpa (0.7ktpa Nb2O5) 2,500tpa (1.75ktpa Nb2O5) LREE concentrate 990tpa (
Slide 18: YREE Output at 70% recovery
YREE Output p at 70% recoveryy For personal use only 200kpta 500kpta La2O3 252 630 CeO3 475 1188 Pr6O11 52 131 Nd2O3 182 456 Sm2O3 28 71 Total LREE 990tpa 2475tpa Eu2O3 1 2 Gd2O3 28 69 Tb4O7 4 11 Dy2O3 26 66 Ho2O3 5 14 Er2O3 15 37 Tm2O3 2 5 Yb2O3 13 32 Lu2O3 2 5 Y2O3 204 511 Total YHREE 301tpa 753tp
Slide 19: Project Site
Project j Site For personal use only Deposit Plant site Railway
Slide 20: Timetable
Timetable For personal use only Distribution of Zr and Nb products to potential world markets 2H 2009. Complete DPP with LREE and YHREE recovery, recovery and distribute products Q1 2010. 2010 Complete product Off-take Agreements or Letters of Intent for all products Q1 2010 Review engineering and p
Slide 21: DZP Strategic Significance
DZP Strategic g Significance g For personal use only Majority of “downstream” zirconium products are derived from zircon, whose output is governed by ilmenite/rutile from mineral sands mining operations. Chi dominates China d i d downstream zirconium i i b i business at ~90% 90% b but feed f d is i
Slide 22: Demonstration Pilot Plant Movie
Demonstration Pilot Plant Movie For personal use only
Slide 23: Conclusion
Conclusion For personal use only Dubbo Zirconia Project The pieces are coming together …a perfect fit
Slide 24: Disclaimer
Disclaimer For personal use only Disclaimer This presentation contains certain forward looking statements and forecasts, including possible or assumed reserves and resources, production levels and rates, costs, prices, future performance or potential pote t a growth g o t ofo Alkane a e Resources es
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