Arafura Rare Earths Limited · ASX:ARU
Arafura Rare Earths — Sydney Mining Club luncheon 2023
17 slides from Arafura Rare Earths's conference presentation, Oct 5, 2023
Slide 1: Sydney Mining Club Presentation ASX Announcement
ASX ANNOUNCEMENT SYDNEY MINING CLUB PRESENTATION 5 October 2023 Arafura Rare Earths Limited (ASX: ARU) (“Arafura” or the “Company”) is pleased to attach a copy of the presentation delivered by Managing Director Gavin Lockyer at the Sydney Mining Club in Sydney, New South Wales on 5 October 2023. Mr
Slide 2: The Nolans Project: developing globally significant rare earths production in Australia
The Nolans Project: developing globally significant rare earths For personal use only production in Australia Sydney Mining Club 5 October 2023 (ASX:ARU)
Slide 3: Disclaimer
Disclaimer This presentation has been prepared by Arafura Rare Earths Limited (Arafura, Arafura Rare Earths or the Company) and is of a summary form only and therefore contains general background For personal use only information which may not be complete. It should be read in conjunction with, and
Slide 4: Project Overview
Project For personal use only Overview (ASX:ARU)
Slide 5: The Nolans Project
Nolans contains all rare earths The Nolans Project but is particularly enriched with the ‘magnet feed’ rare earths neodymium and praseodymium. Australian based, NdPr focused and For personal use only aligned with the global energy transition 60 59 Nd Pr NEODYMIUM PRASEODYMIUM The dominant applicatio
Slide 6: Geology of a Long Life Asset
Geology of a Long Life Asset NdPr Rich and RESOURCES TONNES (m) RARE EARTHS TREO % PHOSPHATE P2O5 % NdPr ENRICHMENT % Open at Depth Measured 4.9 3.2 13 26.1 Indicated 30 2.7 12 26.4 For personal use only Inferred 21 2.3 10 26.5 Over 90km drilled to define TOTAL 56 2.6 11 26.4 and classify material t
Slide 7: Project Location
Project Location Stuart Highway 10km east Amadeus natural gas pipeline adjacent to site For personal use only Water supply 25km southwest Tailings and waste management at site Alice Springs railyard, airport and other services 135km south Deep water port and associated infrastructure at Darwin (ASX:
Slide 8: The Nolans Project – September 2023
The Nolans Project – September 2023 For personal use only (ASX:ARU) 7
Slide 9: Delivering to a Changing World
Delivering to a Changing World The Nolans Project’s ore to oxide, single site processing For personal use only solution is strongly aligned with a rapidly escalating global focus on responsible mining and ESG performance. In today’s global market, a focus on environmental and social responsibility a
Slide 10: Processing
For personal use only Processing (ASX:ARU)
Slide 11: Process Flow Sheet
Process Flow Sheet For personal use only (ASX:ARU) 5/10/2023
Slide 12: Hydrometallurgical plant
Hydro- metallurgical plant For personal use only A full flythrough of the plant (in render) can be viewed by scanning the QR code below: Polishing Filters Beneficiation Plant (ASX:ARU) 5/10/2023 11 Sulphation & Concentrate Handling Buildings Sulphation & Concentrate Handling Buildings
Slide 13: Offtake and Funding
Offtake and Funding For personal use only (ASX:ARU)
Slide 14: Strong Project Economics
Strong Project Economics Key Project Information Project Update released to market in Mining and Production Mine Life (years) 38 November 2022 For personal use only NdPr Oxide (tpa) 4,440 SEG/HRE Oxide (tpa) 474 Phosphoric Acid (tpa 54% P2O5 MGA) Product Pricing 144,393 Post-tax NPV8 of A$2.4 billio
Slide 15: Funding Structure
Funding Project Structure Funding Requirement MMI Grant For personal use only Debt Société Générale and KfW appointed MLAs. KfW appointed Export Credit Agency (ECA) structuring bank. Offtake drives the participation of untied ECA funding and creates debt liquidity. MLA financing will have a covered
Slide 16: Offtake
Offtake Arafura is targeting 85% of Planned Production1 as binding offtake (Binding Offtake Target). … Offtake Discussion Group Location NdPr Oxide % of Binding For personal use only (tpa)2 Offtake Target Secured Offtake (binding agreement) Offtake strategy aligned Hyundai & Kia Korea 1,500 40% with
Slide 17: Contact Information
Contact Information For personal use only Level 6, 432 Murray St, Perth WA 6000 34/119 Reichardt Rd, Winnellie NT 0820 +61 8 6370 2800 arafura@arultd.com www.arultd.com (ASX:ARU)
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