American Rare Earths Ltd · ASX:ARR
American Rare Earths — Investor Presentation (October 2021)
27 slides from American Rare Earths's investor presentation, Oct 26, 2021
Slide 1: American Rare Earths Investor Presentation
ASX:ARR For personal use only American Rare Earths Investor Presentation ASX : ARR OTC : ARRNF Presented by Keith Middleton Managing Director October 2021 1 La Paz Project, La Paz Arizona
Slide 2: Disclaimer and Competent Person Statement
Disclaimer ASX:ARR Disclaimer Competent Person Statement For personal use only This presentation contains forward-looking statements that involve subjective judgement and The information in this report that relates to Exploration Results is based on information analysis and accordingly, are subject
Slide 3: American Rare Earths exploration company and mission
ASX:ARR For personal use only American Rare Earths (ARR) is an exploration company focused on the development of its Rare Earth and Scandium assets, which have the potential to be some of the largest rare earth deposits in the United States. Our mission is to supply Critical Materials for Renewable
Slide 4: Board and Management
Board and Management ASX:ARR CREAGH O’CONNOR Chairman For personal use only Creagh has approximately 40 years experience as a chief executive and board member for public and private companies. During this time, he has been involved in managing several Australian and international oil, gas and minera
Slide 5: Company Overview
For personal use only Company Overview ASX:ARR SHAREHOLDER BREAKDOWN Remaining Top 20 15% Share Information Remaining Board and Shareholders Management Capital Structure: Ordinary 347,008,326 Average volume: 1,535,059 60% 25% Fully Paid Shares Market Cap: AUD $60 Million Share description: Ordinary
Slide 6: Corporate Snapshot
For personal use only Corporate Snapshot ASX:ARR Pure play Rare Earths Exploration company High value Magnetic Metals and 100% Owned US Subsidiary Scandium WESTERN RARE EARTHS US leadership & technical team with International board of directors Portfolio of projects at different stages La Paz Rare E
Slide 7: Key Strengths
Key Strengths ASX:ARR American Rare Earths has been built on four pillars to deliver shareholder value. For personal use only Identification Innovation ARR has a track record of identifying undervalued assets and delivering value 1 2 ARR uses innovative strategies and collaborative partnerships to u
Slide 8: Peer Group Analysis
Peer Group Analysis ASX:ARR Market Cap ($AUD) Explorer $ millions For personal use only Amercian Rare Earths $60 Producer Peak Resources $109 Arafura Resources $154 Rare Elements Resources $159 Northern Minerals $164 Texas Mineral Resources $178 Hastings Technology Metals $215 Greenland Minerals $37
Slide 9: Competing with China
Competing with China ASX:ARR Ø Climate Action requires Critical Minerals For personal use only Ø An estimated USD $30 trillion is required to decarbonize the planet Ø New REE Mines and Processing plants are being developed Ø Government regulation in place to help secure rare earths Ø America is look
Slide 10: Investment Highlights
For personal use only Investment Highlights ASX:ARR 1 Scale: 2 Quality: 3 Diversity: 4 Timing: JORC Resource @ La Paz High volumes in Portfolio of Rare Soaring demand – 170m tonnes Magnet Metals and Earth Projects outstripping Exploration target of Scandium Arizona Wyoming supply 700m to 900m tonnes
Slide 11: Rare Earth Project Portfolio
Rare Earth Project Portfolio ASX:ARR Exploration assets at different stages of development Ø La Paz, Arizona For personal use only Ø Claim control of 5,540 acres Ø JORC defined resource estimation 170M tonnes Halleck Creek Southeast Wyoming Ø 80M kg Total Rare Earth Oxide (TREO) Maiden drill program
Slide 12: La Paz: Arizona
La Paz : Arizona ASX:ARR Ø Scale and grade consistency support the project economics For personal use only Ø Mineral control covers 5,540 acres, 4,900 acres on Federal Claims , 640 acres on State Exploration License Ø Current defined resource sits on 10.2% of total area Ø New Southwest area was dril
Slide 13: La Paz JORC Resources
La Paz JORC Resources ASX:ARR Estimated Total Rare Earth Element Oxide (TREO) Resources For personal use only Tonnage TREE TREO TREO Classification TREE (kg) TREO (kg) (tonnes) (ppm) Factor (ppm) Indicated 35,161,600 382 13,448,019 1.2005 459 16,144,347 Inferred 135,433,800 393 53,198,803 1.2005 472
Slide 14: La Paz: Milestones
For personal use only La Paz : Milestones ASX:ARR 2019 2020 2021 2022 2023 ARR Acquires La Paz Permits for exploration Core drill program, and Complete PEA and start Pilot plant, Mineral processing & project in Arizona acquired and ground Metallurgical work completed PFS studies. Mixed Rare Metallur
Slide 15: Halleck Creek: Wyoming
Halleck Creek : Wyoming ASX:ARR Ø Total area under mineral claim control (Tenement area) is 3,109 acres For personal use only Ø BLM surface and mineral claims totaling 1265 acres Ø Wyoming State lease area totaling 1841 acres Ø Consistently high-grade surface sampling from expanded project area Ø Co
Slide 16: Halleck Creek: Milestones
For personal use only Halleck Creek : Milestones ASX:ARR 2021 2021 2022 2023 2024 ARR acquires Halleck Claim control expanded Core drill program, and Complete PEA and start Bankable Feasibility Creek Project in Wyoming and Surface sampling metallurgical test-work PFS studies. studies started complet
Slide 17: Searchlight: Nevada
For personal use only Searchlight : Nevada ASX:ARR Ø 80 unpatented mining claims on 1,618 acres Ø Located 30 km west of the Mountain Pass rare earths mine Ø Geological mapping and sampling indicates the presence of structurally controlled REE- bearing monazite-apatite vein deposit of potentially sig
Slide 18: Searchlight: Milestones
For personal use only Searchlight : Milestones ASX:ARR 2021 2021 2022 2023 2024 ARR acquires Searchlight Permits for exploration Core drill program and Commence exploration PFS studies to commence Project in Nevada acquired and ground metallurgical work planned. program on PEA truthing completed Env
Slide 19: Rare Earths Cycle
For personal use only Rare Earths Cycle ASX:ARR Exploration 01 Define resources and reserves Finished Products Use rare earths in finished 05 products Development 02 Develop mining asset Sales Sell rare earths into the market 04 03 Production Produce Rare Earths 19 OCTOBER 2021
Slide 20: Upcoming Activity
Upcoming Activity ASX:ARR Ø With a diverse portfolio of rare earths assets, ARR is anticipating a high tempo of activity in the coming 18 months and For personal use only beyond Ø Key focus is producing a scoping study and PEA for La Paz while completing initial drill program at Halleck Creek to ide
Slide 21: Technology: The engine of change
For personal use only TECHNOLOGY The engine of change ASX:ARR 01 The Stone Age didn’t end because they ran out of Stones It ended because better technologies were developed to meet humanity’s changing needs 02 04 03 21 OCTOBER 2021
Slide 22: La Paz Project Overview Appendix
ASX:ARR For personal use only La Paz Project Overview APPENDIX 22 OCTOBER 2021
Slide 23: Reference Links
Reference Links ASX:ARR Ø High-Grade Surface Sampling - Halleck Creek Project For personal use only Ø Magnetic separation increases TREE grade by 216% at La Paz Ø Drilling at La Paz delivers Indicated resource estimate increase of 117% to 35.2 million tonnes (MT) Ø June 2021 Quarterly Activities Rep
Slide 24: Exploration & Development
For personal use only Exploration & Development ASX:ARR Environmental Halleck Creek Exploration Plan Starting environmental work and analysis Developing drilling plan and exploration for all three projects in North America. plan for Halleck Creek Asset for JORC Maiden Resource 01 02 03 04 05 La Paz
Slide 25: Rare Earths Production and End Users
Rare Earths Production and End Users ASX:ARR China Dominates Rare Earths Production while USA Dominates Rare Earths Consumption For personal use only 2020 Global REE Mine Production Other 4% Phosphors 9% Ceramics, Pigments and Glazes 5% Metallurrgy and Alloys 8% Glass Polishing Powder and Additives
Slide 26: US Critical minerals
US Critical minerals ASX:ARR Ø The Annual Global Rare Earth Market was $8 For personal use only billion in 2018 Ø The US imported $2.6 trillion worth of finished products in 2018 Ø The majority of REE’s imported into the US come in the finished goods, and not as a raw material Ø MP Materials only op
Slide 27: American Rare Earths Limited contact details
ASX:ARR For personal use only American Rare Earths Limited (ASX:ARR) Capital Structure: Ordinary Shares on Issue 344,808,326 American Rare Earths Limited ARBN 003 453 503 Head Office: Suite 706 Level 7, 89 York St, Sydney NSW 2000 Tel +61 2 8054 9779 GPO BOX 1546, Sydney NSW 2001 US Office: 428 E Th
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