Australian Strategic Materials Ltd · ASX:ASM

Australian Strategic Materials — Goldman Sachs Webinar Series (May 2020)

13 slides from Australian Strategic Materials's conference presentation, May 20, 2020

  1. Slide 1: ASX and Media Release: Goldman Sachs Webinar Series

    ASX and MEDIA RELEASE 20 May 2020 Goldman Sachs Webinar Series Alkane Resources Limited (ALK) (Alkane or the Company) advises that Australian Strategic Materials Limited Managing Director, Mr David Woodall, will be presenting at the Goldman Sachs Webinar Series on Wednesday, 20 May 2020. The present

  2. Slide 2: Australian manufacture of critical materials for advanced technologies

    Australian manufacture of critical materials for advanced technologies David Woodall – Managing Director 20 May 2020 © 2020©ASM 2020Ltd ASM Ltd

  3. Slide 3: Disclaimer

    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 growth of Alkane Resources Ltd, industry growth or other trend projections. Such s

  4. Slide 4: Corporate Profile

    Corporate Profile • Australian Strategic Materials Ltd (ASM) is an Directors emerging producer of value add metals and Ian Gandel Chairman oxides products David Woodall Managing Director Nicholas Earner Non-Executive Director • Established in 2000, historically a wholly-owned Ian Chalmers Non Execut

  5. Slide 5: ASM Listing

    ASM Listing Dubbo Project long life polymetallic project construction ready • Shareholders to vote on ASM becoming separate company (de-merger from Alkane) in early July • Eligible Shareholders will be entitled to receive one ASM Share for every five Alkane Shares • Proposed ASX listing in mid July

  6. Slide 6: Critical minerals are:

    Critical minerals are: • Noted as critical by all major manufacturing nations • Essential to national economy + security • Vulnerable to supply disruptions, e.g. COVID19 • Essential to new and green technologies Zirconium, Rare Earth Elements, Niobium and Hafnium are critical for: 1. Clean energy an

  7. Slide 7: Lack of global supply diversity of critical minerals?

    Lack of global supply diversity of critical minerals? China 85% of Rare Earths China 75% of Zirconium materials Brazil 85% of Niobium Majority of REE and Zr are used in China to Limited supply reaching Australia + other nations manufacture high-tech products for Further choked by COVID-19 domestic +

  8. Slide 8: ASM in the REE Integrated Supply Chain

    ASM in the REE Integrated Supply Chain REE Value Chain Ore Concentrate Oxide Metals Magnets Components OEMs US $ 4B US $ 40B US $ 400B US $ 4,000B Traditional REE Supply ASM Metallisation – Value Adding • Mine to customer supply chain • Delivery to customer specification • Additional value added to

  9. Slide 9: Australia's in-ground resource / Clean Metal Project

    Australia’s in-ground resource Clean Metal Project Ore to high purity metal oxides 2019 The Dubbo Project: 100% Australian Joint Venture with ZironTech, South Korea • Combine our proprietary oxide separation process and ZironTech’s efficient metallisation technology 25km south of Dubbo, the Dubbo de

  10. Slide 10: ASM – Dubbo Project 2020

    ASM – Dubbo Project 2020 Detailed Feasibility Study announced in June 2018 2018 FEED Study * 2020 Study Goals • Robust project economics at forecast prices Capital Expenditure AUD $1,300 M • Diversified Products – Zirconium, REE, Niobium and Hafnium • Project Approved – Construction Ready NPV8 (pre-

  11. Slide 11: ASM – 2020 Milestones

    ASM – 2020 Milestones Value Adding Strategies Project Implementation Milestone RMR Tech JV – with IP rights ü Laboratory test program – Zr, Hf, and REE ü Production of Critical Metals: Pilot Plant Construction Q2 2020 • Joint Venture • Exclusive global licensing 2t Zirconium Metal Production Q3 2020

  12. Slide 12: Dave Woodall

    Dave Woodall ASM Managing Director asm-au.com ASM_aus © 2020 ASM Ltd © 2020 ASM Ltd

  13. Slide 13: Dubbo Project Resources & Reserves

    Dubbo Project Resources & Reserves Dubbo Project – Mineral Resources Tonnes ZrO2 HfO2 Nb2O5 Ta2O5 Y2 O 3 TREO* Resource Category (Mt) (%) (%) (%) (%) (%) (%) Measured 42.81 1.89 0.04 0.45 0.03 0.14 0.74 Inferred 32.37 1.90 0.04 0.44 0.03 0.14 0.74 Total 75.18 1.89 0.04 0.44 0.03 0.14 0.74 *TREO% is

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