Arafura Rare Earths Limited · ASX:ARU
Arafura Rare Earths — Arafura Resources NL — Diggers & Dealers 2005
23 slides from Arafura Rare Earths's conference presentation, Aug 8, 2005
Slide 1: Times have changed...
Times have changed... Alistair Stephens Managing Director Arafura Resources NL Arafura Resourcing the future
Slide 2: Consumer electronics, energy innovation
Slide 3: Outline
Outline 1. Innovation and the demand for rare earths 2. The posts have moved and uranium is in 3. The value in Arafura Resources Arafura Resourcing the future
Slide 4: Innovation
Innovation ‘Consumer elect onic commodities Hybrid cars ing technology
Slide 5: Hybrid cars to win tax credit (news article)
png ot cxalbl ing = Teient + (ules ping nieitohiateraney DU, pamed the. Serete.oa Bridiye appears hoadbd. fer President | Ota ee signature, provides (aK apak cree CMeH, BG INST The Australian Financial Review - Monday, 1 August 2005 cars to win tax eredi POKES cal caene E Back taxpayer's lifetime ta
Slide 6: Rare earths market demand
Rare earths market demand e Market growth 21% per annum 1998 — 2004 e Forecast growth 7% average 2005 — 2020 ® Hybrid car market growth will impact forecasts Earths ‘ ring technology
Slide 7: Rare earths high growth market
Rare earths high growth market 250 @ Growth 200 -| 2 Chinese production H Mountain Pass USA Tonnes 150 # Mineral sands 000s 100 50 0 4 a® © Source: Roskill 2004, Arafura growth forecasts
Slide 8: Outline
Outline 1. Innovation and the demand for rare earth 2. The posts have moved and uranium is in 3. The value in Arafura Resources
Slide 9: Uranium exports to 'treble' within five years
The Australian — 28 June 2005 Uranium exports to ‘treble’ within five years Nigel Wilson developments, Geoff Galion is adamantly Mr Macfarkine sind that in Energy writer you can resi as- oppesed Lo uranium mining, recent months FEuropead sured thal we while recently re-elecked countries, including G
Slide 10: Uranium — the debate has moved
Uranium — the debate has moved Energy to sustain Global economic growth in warming China and India a Geet, Depleting global oil reserves Political ra support
Slide 11: Uranium — long term demand
Uranium — long term demand tonnes $US/Ib 440,000 30 120,000 {a $US 30/Ib ie 100,000 4 — ven pg QQ@PO oo crrrnrninnnninminnannnmnnnninmnninnnin | 50 80,000 4 L. + 15 60,000 |} a AN — NIT | ; 40,000 4 ra) 4 20,000 4 +5 04 0 1990 1995 2000 2005 2010 2015 2020 Source: U ix GEE supply [2 Stocks demand $U
Slide 12: Outline
Outline 1. Innovation and the demand for rare earth 2. The posts have moved and uranium is in 3. The value in Arafura Resources Arafura _ Resourcing the future
Slide 13: Our strengths
e e Our strengths Outstanding tenements — defined resource Specialist commodities Enormous growth potential Support for mining project development Arafura | Resourcing the future
Slide 14: Our projects
ROL ANS BORE ed Ae 2a, sorcmusarte: aneea.0e a a, all Bieoe uteri vl. alles, Ae i Rare Earths ¥ Nolans Bore Uranium v Lagoon Creek Y Yalyirimbi ¥ Lucy Creek Y Woodforde River Gold ¥ Kurinelli ¥ Pine Creek region Iron Y¥ Jervois ¥ Francis Creek
Slide 15: The time is now!
The time is now! Political climate changing Markets growing rapidly High value commodities In the box seat Move to production accelerating Arafura | Resourcing the future
Slide 16: Summary
Summary ¢ Innovation drives increased demand for rare earths ¢ The climate has changed for uranium ¢« Arafura’s value in uranium and rare earths Arafura _ Resourcing the future
Slide 17: Arafura Resources NL
Arafura Resources NL Resourcing the future www.arafuraresources.com.au Arafura Resourcing the future
Slide 18: Speaker script: consumer electronics
05-July Arafura Good morning. Tell me....who hasn't got one of these? (a mobile phone) And now cast your mind back just_15 years. Mobile phones were first introduced into Australia in the early 1990°s and Telstra had to encourage early adopters to the service by giving away Nissan Patrol’s! Now reme
Slide 19: Speaker script: innovation
05-July Arafura Slide 4 — Innovation ( a build slide) Demand for consumer electronics and energy efficient products continues to surge. The production of mobiles phones will increase from 650 million units last year to over | billion units by 2009.In just 15 years from the introduction of mobile pho
Slide 20: Speaker script: rare earths market
05-July Arafura Slide 6 — Rare earths market demand I have already mentioned the trebling of production of the Toyota Prius -- a significant driver in the last 5 years for the demand in rare earths. Rare earths in this market grew 21% per annum from 1998 to 2004. And while the overall forecast growt
Slide 21: Speaker script: uranium and nuclear power
05-July Arafura We are seeing massive growth in the demand for energy in rapidly emerging economies. Oil prices continue to rise and concerns exist about the consistency of supply. Environmental considerations are foremost. And there is a change in the political environment. Nuclear power currently
Slide 22: Speaker script: projects
05-July Arafura And we have strong, clear and definitive support for mining and project development in the Northem Territory Slide 14 — Our Projects At Nolans Bore, we have a resource of 227,000 tonnes of rare earth oxide and 1,800 tonnes of uranium oxide. Recent drilling will confirm a substantial
Slide 23: Speaker script: concluding remarks
05-July Arafura v The uranium deposits and projects we control, v the ability to explore and develop without impediment, ¥ and the premium market we can capture v with rare earths minerals. Uranium and rare earths are commodities with high growth and high value. Slide 17 ~ Concluding Remarks So if y