Canada Rare Earth Corp. · TSXV:LL
Canada Rare Earth — Investor Presentation (May 2013)
18 slides from Canada Rare Earth's investor presentation, May 31, 2013
Slide 1: Integrating the Process To Build the Future
!Integrating the Process To Build the Future !Supply • Separation Refining • Demand canadarareearth.com TSX.V: LL
Slide 2: Forward-looking statements
canadarareearth.com TSX.V: LL Forward-looking statements During the course of this presentations, Canada Rare Earth Corp may make forward-looking statements with regard to the company’s projects, resources, business plans, business strategy, products, partners, and market position which could be con
Slide 3: Vertical Integration
canadarareearth.com TSX.V: LL Vertical Integration Separation Supply Refining Demand Exploration China Dominates Major Mining International Concentrate Companies and Governments
Slide 4: Rare Earths
canadarareearth.com TSX.V: LL Rare Earths • The secret ingredients of everything – are NOT uncommon in mineral form – Rare Earths separation capability is rare outside of China • Is this a supply issue? demand issue? or ...?
Slide 5: Supply Push
canadarareearth.com TSX.V: LL Supply Push Rare earths are not rare They are everywhere, but….. • Need to find economic concentrations • Not valuable unless separated into individual elements • Industries need refined individual rare earths not concentrate or ore • Over 200 companies exploring 700+ l
Slide 6: Supply Push: Selected RE mines / deposits (2011)
BACKUP canadarareearth.com TSX.V: LL There are numerous mines / deposits worldwide Few, however, can be expected to start production before 2015 Supply Push Selected RE mines / deposits (2011) Karrat Hoidas Strange Sarfartoq Kola Peninsula Tomtor (Burannyi) Thor Lake (Nechalecho) Lake Eden Lake Kyan
Slide 7: Rare Earths
canadarareearth.com TSX.V: LL Rare Earths Not all are equal Need to understand • hosting mineralogy • Mining economics • composition of the individual REEs • lights vs heavies
Slide 8: Focus on the Critical REEs
canadarareearth.com TSX.V: LL Focus on the Critical REEs Heavies (HREEs)! Lights (LREEs)! Dysprosium (Dy)! Neodymium (Nd)" Terbium (Tb)! Praseodymium (Pr) " Europium (Eu)! Cerium (Ce)" Yttrium (Y)! Lanthanum (La)" Lutetium (Lu)" Samarium (Sm)" Gadolinium (Gd)" Holmium (Ho)" Erbium (Er)" Thulium (Tm)
Slide 9: Vertical Integration
canadarareearth.com TSX.V: LL Vertical Integration Supply Demand Explore, Mine, Separation Alloys, Magnets Concentrate Manufacturing Refining 200+ companies China Dominates Major customers exploring have 4 choices ROW is primarily lights 700+ locations Canada Rare Earth Corp refineries will produce
Slide 10: Market Pull
canadarareearth.com TSX.V: LL Market Pull • 200+ major international manufacturing companies and their networks require approx. 120,000 MT of separated REOs annually • 4 choices – continue to export from China – manufacture in China – engineer away from REEs – purchase from refinery situated outside
Slide 11: Refineries Outside of China
canadarareearth.com TSX.V: LL Refineries Outside of China No new separation facilities operating outside of China in past 10+ years • Molycorp – Minimal heavies in ore (approx. 0.5%) – Not producing separated heavies • Lynas – Little heavies in ore (approx. 2.8%) – Not producing separated heavies
Slide 12: Canada Rare Earth Corp Strategy
canadarareearth.com TSX.V: LL Canada Rare Earth Corp Strategy 50 - 70% REOs 30 - 50% REOs • 3 - 5 major customers • Spot market • Long term contracts • Hold/trade • Long term Contracts Each Refinery - Own, JV, Contract - Full Spectrum Separation, Lights and Heavies - Custom designed refinery Mines S
Slide 13: Vertical Integration Team
canadarareearth.com TSX.V: LL Canada Rare Earth Vertical Integration Team Tracy A. Moore Rojer Li • Corporate finance • Rare Earth Industry leader • Business development • Direct relationships across industry Bill Purcell Peter Shearing Michael Stares • Downstream operations • Technical • Exploratio
Slide 14: Strategic Relationship with CEC
canadarareearth.com TSX.V: LL Strategic Relationship with CEC Rare Earth Corp • The CEC Rare Earth Corp team has unparalleled experience and skills in the rare earth industry • Very successful track record of designing, building and operating rare earth separation plants inside and outside of China
Slide 15: CEC Affiliate Refinery
canadarareearth.com TSX.V: LL CEC Rare Earth Corp Affiliate Refinery Ready for startup • 2013 production start • Outside of China • 3,000 MT Critical Rare Earth Products
Slide 16: Corp Action Plan
canadarareearth.com TSX.V: LL Canada Rare Earth Corp Action Plan Simultaneously • Rare earth concentrate: secure long term supply with a predomination of critical rare earth elements • Separation: custom design refinery then build and operate • Long term sales: presell 50-70% • Financing: arrange at
Slide 17: For more information please contact
canadarareearth.com TSX.V: LL For more information please contact Canada Rare Earth Corp Vancouver Office Tracy A. Moore, President and CEO Email: tmoore@canadarareearthcorp.com Telephone: (+1) 604-638-8886 Ontario Office Michael Stares, Director Email: mstares@canadarareearthcorp.com Telephone: (+1
Slide 18: Thank You!
canadarareearth.com TSX.V: LL Thank You!