Iluka Resources Limited · ASX:ILU
Iluka Resources — JPMorgan Global Mining & Metals Conference 2003
16 slides from Iluka Resources's conference presentation, Nov 18, 2003
Slide 1: SSE a
SSE 3 a
Slide 2: Iluka's current operations
Iluka’s current operations ay, ve) ee: Le y Lo Oe yy Le we ao Le oy, ee ey oe min _operati Teka SSNS Co SRSRRNe Re a ae Ges iy: Uy Ee a mira iB ions erati co anit Le 8 ee a 4 see i Flor rid Vy, Ye ZL Lo _ >, LURE y, _ 4 a) yA a Fe _ 4 LL we ions eas We py = = = SS SS bi ed — =< _. Le yy Wye iy uy, _
Slide 3: Iluka's market position
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Slide 4: Why focus on the Murray Basin?
Way f focus on the Murray | Basin? AGE Cie Se = Lge LL ee Wy yy Ge ee ee: Te ee yy Zi Va ag y ae ye. Ty se, oe ey Ly ee SS eS Namakwa @ Richards Bay Miluka WA ip ] 7 / 2 ] ] ] ] | | ] q / | | | ; : ] y ip 7 | | ] | ] / | : | a) | | wy | | | | | / SS f Murray Basin (ae Resource (Mt) Yee ee / Sey oN S
Slide 5: Murray Basin development status mid 2002
Murray Basin development status mid 2002 es Ley: LL ey ee VEE, Lee yey ae Ly Le, Lh y SUI LOTS B EG NIN OIG ie fie ss oo Lo ge ye L al Ve LG Southern Titanium Mindarie Project = Re y Ly Sey oo Leyes i BO Pear ee a tee < Wes Ve PS ee — iy y y ( : / | i y iy “dg if 7 | iy y y i \ iy y ; y iy y oe i iy
Slide 6: Murray Basin
Murray B Basi yy oe Le Ce Ley ey LD piney annua emmengen ee ye, J / LU LD Lo Lo oo LC ESRI IEE ap dey Lay oe yy Ge YOGA YE SIL IAG (oy) ae Lo We WY ae i ogy yy Uy ue ye iy ee Le) Zu a a ee pp Bee oo; SAN a ae fer r L Uy, |. a - Os. iy Ly _ i ey _ LD Uy Cy Gey wigs Ly Lio ee oo ae Ue LF ie upunte oo
Slide 7: Iluka interests post-takeover
Iluka interests post-takeover evelopment Projec Other Projects |
Slide 8: Post-takeover activities
Post-takeover activities my) Le eT IE i Wee / 7 reneepemmnmns Lf ee) — Lue 7 Le ee ea . I - Ei iy yn 7 ye By, L LS ie Ue 1 ears a sy ears oo Ye Ve Guy _ Ey, Vay ye ge me pe Li i ay eae Ee y yy eee yy a ee, Day Ly ey oa ye Me ie dy es ee Uo oe Le ye Yi 7 Ve ae Tie i Le UG ay ere De Ee us ne Fs Pais i
Slide 9: Douglas PFS findings
_Pougias PFS findings ae 7 7 ye a . Le pepo esses yy Le ye Gy La a , —— . maa ye Ui yy oy Le ey Tee Le Ly Mae Lie Ye ee ae 2 Uy _) Lo oe Lea) ) _ o wes pety juirem ent egal 7) ~~ CC Le 8 hh ey oo, f os renee Vy ay Tees . yee Le Ly, as a Hie Hes 7, _ he y pe yo LO _ - Sy | a Q Le ee ee Wey ee 2 Lo VO
Slide 10: Douglas Project approvals status
Douglas Project _ approvals status ye Le Ly eee Re ee oy 2 Ly: FL Oe as _ os ae _ ay , _ , ce ee LG ae OOD et, We ey, |. y Le y Lo ee y Le, ie ye Se By Le oe Ve _ Ly Ce ee ye We Le a ee ee vy Li yy L . ee i. _ . E _ Do - etOV x ———=—“N 7D 8 oF 7 |... ey, bee oon 2 g y Z . a yy Ge ea, BG, By oe y, a
Slide 11: Current Murray Basin schedule
Current Murray B Basin schedule So 7 Vi Lee ae a ee. ey NEG ET Lye i oy x ay Le Vee a Gis iy gs e bey Hon Z Gg Tae gs LES eS I GOs ey Ge LPG fe ie, _ Ge Do Ly iy YU arr ee ie Ue : a . nin _. / ye a ply Wy Le i . i 0 es Go) oo. Ly 7 og OM ie ed Ly Ww ae yo es Uae Dy ye wD) tse, Sy oe, a LF Leo ae un
Slide 12: Expected production profile - Douglas and KWR
_ Expected production profile ~Douglas and KWR Vie YS LL Ve LI Le DELLE — Le i LE Gee Te, Tee Sona Ge Cy ae ee Ye os _ De De Ue Wi ye Le ge By Wy LU os Lo vey, ey ESTEE: Le Cli _ ‘oy seteeiep Li ya LE ES Pee, i Oe a oe Yiies oo oe = = oo Tey ey 7D suse Se Se _ a oe cnn , i yyy Ley ee ee Le ee oo oe
Slide 13: Where does the Murray Basin fit in Iluka's Plans
Where does the Murray Basin fit in Iluka’s Plans oy yy y ey ey A a We We 7 a a y Ty y _ _ / Lo _ y i a ag oa ee aioe ch ; _. _ +de Q on : oe a ? iy 1 oe Ld / 7 ee oF 7 0 ww p : a A . _ Lo LD Te - mn fF yo in ' Ly | _ v - De y . oo - Ze yo Le _ Wi a Yee Co / Lo : We ey eo) . y a » Moma we arein A eee
Slide 14: Source of growth in high TiO2 content production
ILUKA Source of growth in high TiO, content production oe i
Slide 15: Key to stabilising zircon production
Key to stabilising zircon production ILUKA iy y LES, Ube
Slide 16: Concluding comments
Concluding comments a Je Se Ly 7 7D oo DD Lg ip y Bs A ap n or si ie pee ma 7 _m ey Es org ue Ve ys du Ly ge ey Sige ee yes pe C. it Ay a oe SE Ay ay y ay y Te ks Ws - — = = = _ oe yo - 2 SS YE YE VEN pe ey ee . ae LD ie ge eye LG Gee 4 SG y Coa ROE Le, ae Ly Lo OD _ Le Lo << Lege Yi ae Vis, og Te a
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