Western Yilgarn Nl · ASX:WYX
Western Yilgarn Nl — Investor Presentation (March 2025)
27 slides from Western Yilgarn Nl's investor presentation, Mar 11, 2025
Slide 1: Exploring Bauxite in Western Australia
For personal use only Exploring Bauxite in Western Australia Investor Presentation – March 2025
Slide 2: Disclaimer
Disclaimer • This investor presentation (Presentation) has been prepared by Western Yilgarn NL (ABN: 62 112 914 459) (“Western Yilgarn” 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 o
Slide 3: Our Projects
Our Projects Located in the Yilgarn Craton: a global epicenter of mineral wealth • Key projects: For personal use only 1. Julimar West (Bauxite) 168.3Mt at 36.1% Al203 & 14.7% total SiO2 (Cut-off: ≥25% Al2O3) 97.1Mt at 40.5% Al2O3 and 11.3% total SiO2 (Cut-off: ≥25% Al2O3) 2. Ida Holmes Junction (Ni
Slide 4: About Western Yilgarn
About Western Yilgarn Capital Structure Top Shareholders Board of Directors For personal use only Ordinary Shares on Issue 123,809,548 Oceanic Capital Pty Ltd, St Barnibas Investments Pty Ltd & 24.97% Peter Lewis Market Cap (5 March 25) $4.5m Payzone Pty Ltd Chairman Share Price (5 March 25) $0.036
Slide 5: Bauxite
For personal use only Bauxite In focus 5 ASX : WYX
Slide 6: Bauxite Opportunity
Bauxite tailwinds Significant historic work • Tight supply • 5,765 historic holes for 32,405 m For personal use only • Increasing demand • Historic metallurgy testing • Market awareness just beginning • ~40% of the tenement is mineralised • A recipe for higher pricing? • High grade, shallow ore • Lo
Slide 7: Bauxite: The primary raw material for aluminium
Bauxite The primary raw material for aluminium 28% • In Australia, 6 bauxite mines supply 5 alumina refineries, which Australia’s share For personal use only supply 4 Australian aluminium smelters. of global bauxite • 4-6t of bauxite is typically required to produce 1t of aluminium. supply1 Bauxite
Slide 8: Bauxite demand
Bauxite demand Uses • A key commodity in the energy transition, used in For personal use only solar, transport, EVs, batteries & cabling. • China’s stimulus is expected to boost demand for aluminium – required for EVs, batteries & solar panels. • Aluminium use in electricity transmission and distrib
Slide 9: Bauxite supply dynamics
Bauxite supply dynamics Australia Tight market = potential for supply disruption For personal use only • Supply dominated by 3 countries: Australia, Guinea & China. • Australia was the world's largest bauxite producer in 2023. • Australia produces around one third of global bauxite at around 98 Mtpa
Slide 10: Bauxite in the news – just the beginning
Bauxite in the news – just the beginning For personal use only Australian Financial Review 2024 (1): Australian Financial Review 2024 (2): Mining .com 2024 (3): Reuters 2024 (4): 10
Slide 11: Bauxite price dynamics
Bauxite price dynamics Aluminium price momentum • Overtaken iron ore in price (AFR 2024). For personal use only • Short and long term price momentum remains strong. • High prices in multiple currencies (i.e. AUD, RMB). • Indications of modest deficits to support prices in 2025. (Source: LME) 11
Slide 12: Momentum drivers
Momentum drivers Alcoa 2024 market summary, highlights long-term potential For personal use only 12
Slide 13: Darling Range Bauxite – Julimar West
For personal use only Darling Range Bauxite – Julimar West 13
Slide 14: Darling Range
Darling Range Globally significant bauxite producing region For personal use only • Alcoa and Worsley have been operating within the Darling Range for decades Darling Range • Darling Range gibbsitic bauxite is preferred by Bauxite alumina refineries for its significantly lower processing costs Provi
Slide 15: Julimar West: within the Darling Range Bauxite Corridor
Darling Range Julimar West: within the Darling Range Bauxite Corridor • Located along strike north of existing Darling Range operations. For personal use only • Alcoa: • 3 refineries and 2 shipping ports. • Total Bauxite Reserves & Resources of 649.2 Mt at 31.4% Total Al2O3 & 1.34% R. SiO21. • Annua
Slide 16: Julimar West: Strategic location
Julimar West Strategic location • The tenement is held 100% by Western Yilgarn under For personal use only Exploration Licenses 70/5111 covering an area over 348 km2. WYX Julimar • Proximal to: West Project • Infrastructure (power, rail and highways). • Ports (Fremantle and Kwinana). • Located 90 km
Slide 17: Historic Work
Historic Work Typical Bauxite Profile (1-5m depth) Topsoil Layer Gravel Zone Over 43 years of historic work from 1968 until 2011 For personal use only Pisolitic & • Historic activities between 1968-2011 by operators such as Nodular Zone Pacminex Pty Ltd, Aluminex Resources Ltd, Rio Tinto Ltd, Lateri
Slide 18: Julimar West Geology
Julimar West Geology Bauxite rich • EL70/5111 covers parts of the Darling Range which the GSWA For personal use only delineated as “a clearly defined area which economic bauxite mineralisation is concentrated” (Hickman et al., 1992). • Geology comprise metamorphic rock sequences of highly deformed a
Slide 19: Julimar West MRE
Julimar West MRE For personal use only • Current Inferred Mineral Resource: • 168 Mt @ 36.1% Al2O3 (using >25% Al2O3 cut-off) • 97 Mt @ 40.5% Al2O3 (using >35% Al2O3 cut-off) • In total, all MRE Zone dimensions are 21.3 km in strike by avg 1.5 km in width. • Mineralisation extends from surface down
Slide 20: Exploration Targets
Exploration Targets • Strong foundation for further resource growth: • Zone 1: Untested extensional drilling north of Zone 200 For personal use only along 13.3 km strike by 6.3 km in width incorporating drilling over Area 9 Wannamal Bauxite Prospect. • Zone 2: Untested extensional drilling east of Z
Slide 21: Geological, mining & metallurgical properties
Geological, mining & metallurgical properties Julimar bauxite deposits exhibit excellent properties For personal use only including the following: • Gibbsite Dominant: Easily digestible in Bayer process, reducing energy and caustic soda costs. • High grade: ~30-40% Al2O3. High grade Typically around
Slide 22: Newsflow to Drive Momentum
Newsflow to Drive Momentum Focused on delivering shareholder value For personal use only Right commodities Newsflow ready Wealth of historic work Next 12 months Bauxite – Active program with Leveraging from past Refreshed team, bauxite A great place to be. regular news flow exploration work experien
Slide 23: Exciting year of milestones
Q1 Resource update For personal use only Exciting year of 2012 JORC Inferred Mineral Resource – Q1 2025 milestones Q2 Exploration and metallurgical test work programs Identification of high priority targets – Q2 2025 H2 Scoping study Scoping study – H2 2025 Access Exploration access agreements – in
Slide 24: Appendix – West Julimar JORC Resource
Appendix 1 – West Julimar JORC Resource Julimar West Global Bauxite Deposit Inferred Mineral Resource Estimate by Zones Julimar West Global Bauxite Deposit Inferred Mineral Resource Estimate by Zones (using a >25% Al2O3 cut-off) – 26th Feb 2025 (using a >35% Al2O3 cut-off) – 26th Feb 2025 For person
Slide 25: References
References Anand R.R, Gilkes R.J. & Roach G.I.D. 1991. Geochemical and mineralogical characteristics of bauxites, Darling Range, Western Australia. Applied Geochemistry. 6. 233 —248. Anand R.R & Paine M. 2002. Regolith geology of the Yilgarn Craton, Western Australia: implications for exploration. A
Slide 26: References
References Wyatt, J.D., 2008. Independent geologist report on Wandoo aluminium project for Aluminex Resources Ltd, June 2008. Pacminex; 1971; “The Chittering Alumina Project Ore Reserves’; A3553 of Item 2738; Pacminex Pty Ltd unpublished report; Western Australia Pacminex; 1971; “The Chittering Alum
Slide 27: Contact Us
For personal use only Contact Us BEN CREAGH Media & Investor Relations benc@nwrcommunications.com.au Subscribe to our mailing list at: westernyilgarn.com.au/ 27
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