Abx Group Limited · ASX:ABX
Abx — New World Metals Investment Series 2022
16 slides from Abx's conference presentation, Sep 8, 2022
Slide 1: CEO Presentation at the New World Metals Investment Series
ASX Announcement 8 September 2022 ASX: ABX CEO Presentation at the New World Metals Investment Series For personal use only In accordance with the requirements of Listing Rule 3.1 we submit the attached material being presented at the New World Metals Investment Series, at the Hyatt Regency Hotel, 9
Slide 2: New World Metals, Perth
For personal use only (ASX:ABX) New World Metals Perth Mark Cooksey Managing Director and CEO 8 September 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 (@ $0.155) @ 3 Sep 2022 Shareholders 24 Dec 2009 223.6m 78.8m $0.097- 230,000 $35m $3.8m 2,500 @ $0.20 @ $0.20 $0.21 Major Shareholders Shares % $0.24 12 Vol
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 smelting
Slide 6: Segments
Segments Rare earth discoveries in northern Tasmania For personal use only ALCORE Aluminium fluoride production technology Page 5 5
Slide 7: Permanent magnets: dominant application for rare earths
Permanent magnets: dominant application for rare earths For personal use only Super • Essential for electric vehicles and wind turbines Magnets • Represent over 90% of value of rare earths consumption • Forecast to grow faster than other rare earth applications By Volume By Value Nd Pr Neodymium Pra
Slide 8: Ionic adsorption clay (IAC) rare earth deposits
Ionic adsorption 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 9: 'Clay-hosted' is not the same as 'ionic adsorption clay'
‘Clay-hosted’ is not the same as ‘ionic adsorption clay’ For personal use only Grade Attractive REE mineral deposit Ionic adsorption Clay-hosted REE clay (low-cost processing) (high-cost processing) Extent of mineralisation 8
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 • ABx hosts the rare, true ionic adsorption clay type of rare earth deposit Wind Break REE Attractive opportunity Deep 1. Grade (some samples above 1,000 ppm Leads REE Targets
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 • Further drilling campaigns in exploration licence EL10/2021 • Estimate maiden rare earths resource • Further metallurgical testing to det
Slide 12: Segments
Segments Rare earth discoveries in northern Tasmania For personal use only ALCORE Aluminium fluoride production technology Page 11 11
Slide 13: Aluminium fluoride: essential for aluminium smelting
Aluminium fluoride: essential for aluminium smelting For personal use only Fluorspar + sulfuric acid = hydrogen fluoride + gypsum Aluminium hydroxide + hydrogen fluoride = aluminium fluoride Aluminium fluoride (AlF3) • 1.2 million tonnes produced globally per year worth US$1.5 billion (US$1,200 per
Slide 14: Closing the waste loop
Closing the waste loop For personal use only • Exemplary illustration of circular economy • ABx’s 83%-owned refining technology subsidiary • Developing processes to produce aluminium fluoride using: • Fluorine from tapped bath (an aluminium smelter waste) • Aluminium from dross (an aluminium smelter
Slide 15: 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 • High potential for plants in other major aluminium smelting regions • Po
Slide 16: ABx Group Limited
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