Abx Group Limited · ASX:ABX
Abx — Gold Coast Investment Showcase 2022
19 slides from Abx's conference presentation, Jun 23, 2022
Slide 1: CEO Presentation at the Gold Coast Investment Showcase
ASX Announcement 23 June 2022 ASX: ABX CEO Presentation at the Gold Coast Investment Showcase For personal use only In accordance with the requirements of Listing Rule 3.1 we submit the attached material being presented at the Gold Coast Investment Showcase, at the JW Marriott Gold Coast Resort & Sp
Slide 2: Gold Coast Investment Showcase
For personal use only (ASX:ABX) Gold Coast Investment Showcase 23 June 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 (@ $0.135) @ 21 Jun 2022 Shareholders 24 Dec 2009 223.6m 78.8m $0.097- 410,000 $30.2m $4.4m 2,485 @ $0.20 @ $0.20 $0.21 Major Shareholders Shares % $0.24 12
Slide 5: Creating new sources and technologies for 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 smeltin
Slide 6: Segments: ALCORE aluminium fluoride technology
Segments ALCORE Aluminium fluoride production technology For personal use only Rare earth discoveries in northern Tasmania Page 5 5
Slide 7: Aluminium fluoride from aluminium smelter waste
Aluminium fluoride from aluminium smelter waste For personal use only Aluminium fluoride (AlF3): essential for aluminium smelting • 1.2 million tonnes produced globally per year worth US$1.5 • Traditionally produced billion (US$1,000-1,800 per tonne) from high-cost aluminium • 50% produced in China,
Slide 8: Process to produce aluminium fluoride
Process to produce aluminium fluoride 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 al
Slide 9: Process economics
Process economics For personal use only • Based on long term aluminium fluoride prices and exchange rates, and estimated costs • For 20,000 t/y aluminium fluoride • Attractive margins under all scenarios Operating Operating AlF3 price FX rate AlF3 price EBITDA Aluminium source Scenario cost margin (
Slide 10: Technical progress
Technical progress For personal use only • Critical processing steps have been demonstrated in laboratory • Commenced pilot plant program Rotary kiln for recovery of fluorine from aluminium smelter bath AlF3 imports from China to Australasia fell by more than 60% in 2021 Oleum production plant 9
Slide 11: 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 12: Progress and schedule
Progress and schedule For personal use only Chinese production Pilot Commercial 11
Slide 13: Segments: Rare earth discoveries in northern Tasmania
Segments ALCORE Aluminium fluoride production technology For personal use only Rare earth discoveries in northern Tasmania Page 12 12
Slide 14: ABx's potential rare earth elements
ABx’s potential rare earth elements For personal use only • 15+ rare earth elements (REEs) used in wide variety of applications, with demand growing rapidly • China dominates rare earths markets • Prices of different rare earths vary significantly because: • Proportions of supply do not match propor
Slide 15: Permanent magnets
Permanent magnets Super For personal use only Magnets • Essential for electric vehicles and wind turbines • Represent over 90% of value of rare earths consumption • Forecast to grow faster than other rare earth applications By Volume By Value Pr Nd Neodymium Praseodymium Smart Electric Phones Vehicl
Slide 16: Ionic absorption clay (IAC) rare earth deposits
Ionic absorption 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 17: 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 • Four discoveries spanning 52 km Wind Break REE Attractive opportunity Deep 1. Grade (some samples above 1,000 ppm Leads REE Targets 52km Rubble Mound Portrush Nd/Pr/Dy/Tb oxi
Slide 18: 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 • Further metallurgical testing to determine recovery via desorption • Enhanc
Slide 19: ABx Group Limited contact details
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