Arafura Rare Earths Limited · ASX:ARU
Arafura Rare Earths — Arafura Resources — Central Australia Mining Services Breakfast (November 2010)
20 slides from Arafura Rare Earths's conference presentation, Nov 10, 2010
Slide 1: Nolans Project Update
For personal use only Nolans Project Update Central Australia Mining Services Breakfast Neil Graham - General Manager Operations Brian Fowler - Sustainability Manager 9th November 2010
Slide 2: Disclaimer
Disclaimer Important Notice For personal use only This presentation contains certain statements which may constitute “forward-looking statements”. Such statements are only expectations or beliefs and are subject to inherent risks and uncertainties which could cause actual values, results or performa
Slide 3: Arafura - An Emerging Rare Earths Company
Arafura - An Emerging Rare Earths Company “Clear Strategy + Confirmed Business Model + World class Nolans Project + Robust Plan for For personal use only delivery + growing organizational capability = creation of wealth for shareholders” As at 5th November 2010 Capital Company formed in 1997 335m sh
Slide 4: Strategy & Vision
Strategy & Vision Clear Strategy …. For personal use only Our strategy is: To focus on Rare Earths; To generate significant value for shareholders via our Nolans project to exploit the World Class Nolans Bore Rare Earths resource To deliver the Nolans Project to become one of the very few new
Slide 5: Business Model
Business Model For personal use only Confirmed Business Model .... Adding Value in Australia: • Mining & ore beneficiation at Nolans Bore in the Northern Territory • Mineral Concentrate transported by rail to Whyalla in South Australia • 20,000 tpa Rare Earth Oxides (REO) produced in Whyalla Capturi
Slide 6: Rare Earths Market
For personal use only Rare Earths Market
Slide 7: Rare Earths: applications
Rare Earths: applications For personal use only An exciting market outlook in new high technology applications with increasing demand driven by consumers, society & regulators ….. • Critical ingredients of end products • No substitutes available • Minor recycling opportunities • Very small part of e
Slide 8: Rare Earths - global supply challenge
Rare Earths - global supply challenge The world is looking for new (non – Chinese based) suppliers ……… For personal use only • High capital and technology development – different for each ore body – are significant barriers to entry for new suppliers • Each rare earths deposit is geologically unique
Slide 9: Nolans Project Progress
For personal use only Nolans Project Progress
Slide 10: Exploration portfolio fit
Nolans - exploration portfolio fit For personal use only Arafura’s exploration focus remains on Rare Earths in the Aileron-Reynolds region of the Northern Territory. We will add value to our non-Rare Earth assets through joint ventures.
Slide 11: Nolans Bore is already a globally significant resource
Nolans is already a globally significant resource For personal use only Exposed at surface; Size extent unknown; Most drilling to approx 130 m below surface.
Slide 12: Project Alignment
Nolans Project Alignment For personal use only Community Benefits • NT Government regional strategies • Local business development opportunities and synergies • Local employment opportunities • Unique DIDO opportunity • Training and up-skilling • Taxes and royalties Approach: • Open and meaningful e
Slide 13: Project update 2010
Nolans Project update 2010 For personal use only Building momentum towards project financing.... Nolans Bore • Additional resource drilling • Large diameter drilling programme completed • Commenced engineering and environmental studies Rare Earths Complex • Confirmed Whyalla as the preferred site lo
Slide 14: Project – the process
Nolans Project – the process For personal use only Nolans Mine • Mining Operation – Ore contains low level radionuclides • Beneficiation Plant • Iron Thorium Precipitate Storage Whyalla Rare Earths Complex • Rare Earth Oxides Plant • Phosphoric Acid Plant • Sulphuric Acid Plant • Chloride recycle/Gy
Slide 15: Locations
For personal use only Locations REO Export
Slide 16: Nolans Bore Mine: location
Nolans Bore Mine: location For personal use only 5 km to gas pipeline; 10 km to Stuart Highway; 135 km to Alice Springs; Mineral concentrate to be transported by road to Darwin-Adelaide rail line for transport to Whyalla.
Slide 17: Project Activities 2011
Nolans Project Activities 2011 The next 12 months: For personal use only Technology • Commercial quantities of Rare Earth Oxides produced • Complete all piloting and demonstration programs Mine • Complete all engineering and environmental studies • Regulatory approvals • Resource definition and expa
Slide 18: Project Timeline
Nolans Project Timeline First production remains on target for 2013.... For personal use only Activity Date Mine design and site plan Q4 2010 HCl Recovery Program (Calcium Chloride recycle) Q1 2011 Mine Approvals Q2 2011 Mine EIS Q2 2011 Whyalla EIS Q3 2011 Rare Earths Complex plant approvals Q4 201
Slide 19: Thank You
For personal use only Thank You
Slide 20: For more information……
For more information…… For personal use only Nolans Project Fact Sheets at www.arafuraresources.com.au
Arafura Resources — Central Australia Mining Services Breakfast (November 2010) on 6ix