Atlas Iron Limited

Atlas Iron — Diggers and Dealers 2014

12 slides from Atlas Iron's conference presentation, Aug 4, 2014

  1. Slide 1: Strong Pilbara Production and Growth Options

    Strong Pilbara Production and Growth Options Ken Brinsden, Managing Director Diggers and Dealers, 4 August 2014

  2. Slide 2: Disclaimer

    Disclaimer This presentation has been prepared by Atlas Iron Limited (“Atlas”). It should not be considered as an offer or You should not act or refrain from acting in reliance on this presentation, or any information, opinions or invitation to subscribe for or purchase any securities in Atlas or as

  3. Slide 3: Pilbara development model

    Pilbara development model Plan on a Page atlasiron.com.au 3

  4. Slide 4: North Pilbara operations

    North Pilbara operations atlasiron.com.au 4

  5. Slide 5: A track record of success

    A track record of success Road haulage has unlocked assets  Commenced five mines in five years  Production records broken year on year  Trucking model and infrastructure sharing integral to success of Horizon 1 strategy  Proved the detractors wrong  Standard Fines Pilbara Product  Low Phos  L

  6. Slide 6: Exploration success

    Exploration success North Pilbara remains a favourable location for iron exploration  Atlas’ land holding in the North Pilbara a key strategic advantage to sustain Horizon 1 operating model + growth options  Miralga Creek  Corunna Downs project Atlas’ best green-fields exploration discovery in te

  7. Slide 7: Significant options for growth

    Significant options for growth With trucking or rail model  Corunna can play an important part in Atlas’ growth strategy  Can contribute to a successful road haulage business  Adds value to a future, long term infrastructure solution  Provides Atlas two successful business model opportunities: 

  8. Slide 8: Globally competitive

    Globally competitive Supply curve to Chinese market for iron ore fines 165 160 155 Big 4 Existing 2013 Existing Seaborne Big 4 Expansion 150 145 Seaborne Expansion China Private China SOE 140 135 130 125 120 115 110 Market pricing CIF Cost China ($/t) 105 100 95 90 85 robustness 80 75 70 65 60 55 50

  9. Slide 9: Globally competitive

    Globally competitive

  10. Slide 10: Globally competitive

    Globally competitive  An additional 60 countries export Iron Ore to China, beyond Australia, Brazil and South Africa  An additional ± 200Mtpa over and above high-cost Chinese domestic production  Pilbara exports at Atlas’ current and future scale to remain competitive Source: Mysteel Research, Ju

  11. Slide 11: Confident about the future

    Confident about the future Urbanisation in China and India will remain strong  China’s urban population expected to continue its substantial growth over next decade  Atlas made first shipment to India in May  Ongoing urbanisation in China and India continues to require vast infrastructure in both

  12. Slide 12: Website: atlasiron.com.au

    Website: atlasiron.com.au Twitter: @Atlas_iron Twitter: @kenbatlas atlasiron.com.au 12

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