Arafura Rare Earths Limited · ASX:ARU
Arafura Rare Earths — Arafura Resources — Investor Presentation (April 2007)
13 slides from Arafura Rare Earths's investor presentation, Apr 24, 2007
Slide 1: Broker Presentation — April 2007
Alistair Stephens Managing Director Arafura Resources Limited Broker Presentation — April 2007 Arafura Resources for the future
Slide 2: ASX Codes ARU : ARUO
ASX Codes ARU : ARUO Shares on Issue 120m Options 15 m @ 13¢, June 08 Share Price range (23 April 2007) A$2.00 Market Capitalisation (fully diluted) ~A$270 m Cash on hand A$6.0 m Commonwealth Ready Grant for feasibility A$3.3 m Positioned to grow into a specialty metal producer Resources for the |
Slide 3: NT focused exploration & Development Co.
NT focused exploration & Development Co. « Focused on Nolans — phosphate hosted rare earths / uranium deposit « Target production in 2010 « Exploration projects in gold (Tennant Ck) and vanadium (Jervois) « Gold resources and iron ore royalties (Pine Creek) Looking to expand without loosing focus Ar
Slide 4: 100% Arafura
100% Arafura urces for the future
Slide 5: Nolans — Resource
Nolans — Resource Multi commodity deposit — Rare Earths, Phosphate, Uranium, (Calcium Chloride as by product) 18.6 mt resource — Rare Earths Phosphate Uranium Thorium — 3.1% REO 14% P.O, 0.47 Ib/t U,0, 0.36% ThO, — 577,000 t REO 2.6mt P.O; 8.7m lbs U,0¢, 67,000 t ThO, Resource has extensive upside p
Slide 6: Rare earth applications
ARAPURA 4eaouncie Kossren Rare Earths phonic Acid||||| |” Petroleum Catalysts _ rertilis: ie | Butomotive Exton Catalysts _ Rechargeable batteries | Powetul 7 Permanent Magnets ahs hy y ES Phosphors " cy i A é Fi i
Slide 7: Rare earths put Style into lifestyle
A Rare earths put Style into lifestyle AKAF A ring Technology
Slide 8: Rare Earths Market
A Rare Earths Market AK Demand ° Growing on average by 15% per annum * Potential +50,000 tonne shortfall in demand by 2010 ° Hybrid car demand the main driver (La + Nd) Supply * >95% controlled by China ° Export quota’s have restricted supply from +60ktpa to <40ktpa ° Export taxes have increased pri
Slide 9: The deficit in production in 2006 has drawn down all world stocks
The deficit in production in 2006 has drawn down all world stocks ARAPURA 180,000 15,000 mmm Nt Weld 160,000 - rf Change in stocks] > 10,000 140,000 (RHS axis) lama Non-Chinese , Supply REO 5,000 120,000 Unofficial Chinese 100,000 0 production lonic Clays 80,000 -5,000 60,000 lag Bastnaesite -10,000
Slide 10: Rare Earths
Rare Earths | Product ee Automotive exhaust oo : PGM’s (limited Cerium US$2,500/tonne _| catalysis N $ (limited) Glass additive one Lanthanum US$3,000/tonne NiMH batteries Lithium Ton Fluid cracking catalyst None . Powerful permanent Neodymium (+Pr) | US$30,000/tonne None magnets Dysprosium US$80,00
Slide 11: Known resources compared
ya, Known resources compared Nolans | Bautou | Mountain | Mt Weld Kangainunde | Pass Tonnes 18.6mt 300mt 12mt 7.7mt 11mt Grade 3.1% 1.5% 8 to 9% 11.9% 2.0% Recovery tba 50% 50% 60% na Ce+La 67% 75% 81% 73% Nd + Pr + Dy 27% 22% 18% 22% Sm+Eut+Gd+yY 6% 3% 1% 5% wering Technology
Slide 12: Nolans - Development Stages
Environmental study Metallurgical testing and pilot plant Marketing Full engineering design Government and regulatory approvals Construction Commissioning/ Production ~~, Nolans - Development Stages 2007 2007 on going 2008 on going 2009 2010
Slide 13: Questions?
Arafura Resources Questions? www.arafuraresources.com.au Broker presentation - April 2007 Arafura Resources for the future
Arafura Resources — Investor Presentation (April 2007) on 6ix