Abx Group Limited · ASX:ABX
Abx — Sydney Resources Round-Up 2022
20 slides from Abx's conference presentation, May 4, 2022
Slide 1: CEO Presentation at Sydney Resources Round-Up
CEO Presentation at Sydney Resources Round-Up For personal use only In accordance with the requirements of Listing Rule 3.1 we submit the attached material being presented at the Sydney Resources Round-Up being held at the Hyatt Regency Sydney, 161 Sussex Street, Sydney. Dr Mark Cooksey, CEO is maki
Slide 2: Sydney Resources Round-Up
For personal use only (ASX:ABX) Sydney Resources Round-Up Mark Cooksey, CEO 4 May 2022 Page 1
Slide 3: Disclaimer
Disclaimer For personal use only This presentation has been prepared by ABx Group Limited ACN 139 494 885 (“ABx” or the “Company”). It should not be considered as an offer or invitation to subscribe for or purchase any securities in the Company or as an inducement to make an offer or invitation with
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 (@ $0.18) @ 28 Apr ‘22 Shareholders 24 Dec 2009 223.6m 78.8m $0.097- 570,000 $40.2m $5.3m 2,456 @ $0.20 @ $0.20 $0.21 Major Shareholders Shares % $0.24 12 Ju
Slide 5: Creating new sources and technologies for the supply of strategic minerals and chemicals
For personal use only Creating new sources and technologies for the supply of strategic minerals and chemicals: Exploration Development Technology 1. Multiple discoveries of the ideal type of rare earth deposit in northern Tasmania 2. Production of aluminium fluoride, essential for aluminium smeltin
Slide 6: Segments
Segments Rare earth discoveries in northern Tasmania For personal use only ALCORE Aluminium fluoride production technology Bauxite operations in Queensland and Tasmania Page 5 5
Slide 7: ABx's potential rare earth elements
ABx’s potential rare earth elements For personal use only • 15+ rare earth elements (REEs) used in wide variety of applications, with demand growing rapidly • China dominates rare earths markets • Prices of different rare earths vary significantly because: • Proportions of supply do not match propor
Slide 8: Permanent magnets
Permanent magnets Super For personal use only Magnets • Essential for electric vehicles and wind turbines • Represent over 90% of value of rare earths consumption • Forecast to grow faster than other rare earth applications By Volume By Value Pr Nd Neodymium Praseodymium Smart Electric Phones Vehicl
Slide 9: Ionic absorption clay (IAC) rare earth deposits
Ionic absorption clay (IAC) rare earth deposits For personal use only • Currently only mined in southern China • Contain much higher proportion of higher value rare earths, such as those required for permanent magnets (Nd, Pr, Dy, Tb) • Less complex processing: lower costs and shorter time to produc
Slide 10: ABx rare earth discoveries in Tasmania
ABx rare earth discoveries in Tasmania For personal use only • ABx is the first company to discover rare earths in Tasmania • Four discoveries spanning 52 km Wind Break REE Tick all the boxes Deep 1. Rare earth deposits appear to be IAC type Leads REE Targets 52km REE Rubble Mound Portrush 2. Shallo
Slide 11: ABx rare earths strategy
ABx rare earths strategy For personal use only Strategy • Rapidly develop low-cost production of rare earth concentrates • Operate only where welcomed 2022 Plan • Metallurgical testing to determine recovery via leaching • Further drilling campaigns in newly granted exploration licence EL10/2021 • En
Slide 12: Segments
Segments Rare earth discoveries in northern Tasmania For personal use only ALCORE Aluminium fluoride production technology Bauxite operations in Queensland and Tasmania Page 11 11
Slide 13: Aluminium fluoride from aluminium smelter waste
Aluminium fluoride from aluminium smelter waste For personal use only Aluminium fluoride (AlF3): essential for aluminium smelting • 1.2 million tonnes produced globally per year worth US$1.5 • Traditionally produced billion (US$1,000-1,800 per tonne) from high-cost aluminium • 50% produced in China,
Slide 14: Process to produce aluminium fluoride
Process to produce aluminium fluoride For personal use only • ABx’s 83%-owned refining technology subsidiary • Developing processes to produce aluminium fluoride using: • Fluorine from tapped bath • Aluminium from dross or bauxite • Exemplary illustration of circular economy 13
Slide 15: Process economics
Process economics For personal use only • Based on long term aluminium fluoride prices and exchange rates, and estimated costs • For 20,000 t/y aluminium fluoride • Attractive margins under all scenarios Operating Operating AlF3 price FX rate AlF3 price EBITDA Aluminium source Scenario cost margin (
Slide 16: Technical progress
Technical progress For personal use only • Critical processed steps have been demonstrated in laboratory • Commenced pilot plant program Customised reactor for recovery of fluorine from aluminium smelter bath AlF3 imports from China to Australasia fell by more than Pilot plant for production 60% in
Slide 17: Process scale-up
Process scale-up For personal use only • Rigorous scale-up to reduce technical risk • First aluminium fluoride plant planned for Bell Bay, Tasmania, near existing hydro-powered aluminium smelter. Planned production 20,000 t/y • Potential for plants in other major aluminium smelting regions • Potenti
Slide 18: Segments
Segments Rare earth discoveries in northern Tasmania For personal use only ALCORE Aluminium fluoride production technology Bauxite operations in Queensland and Tasmania Page 17 17
Slide 19: Creating new sources and technologies for the supply of strategic minerals and chemicals
For personal use only Creating new sources and technologies for the supply of strategic minerals and chemicals: Exploration Development Technology 1. Multiple discoveries of the ideal type of rare earth deposit in northern Tasmania 2. Production of aluminium fluoride, essential for aluminium smeltin
Slide 20: ABx Group Limited contact details
For personal use only ABx Group Limited 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