Arafura Rare Earths Limited · ASX:ARU
Arafura Rare Earths — Arafura Resources — Shareholder Meeting (November 2010)
13 slides from Arafura Rare Earths's shareholder meeting presentation, Nov 25, 2010
Slide 1: Presentation to Annual General Meeting of Shareholders
For personal use only Presentation to Annual General Meeting of Shareholders Dr Steve Ward Managing Director & Chief Executive Officer Perth, 25 November 2010 1
Slide 2: Disclaimer
Disclaimer Important Notice For personal use only This presentation contains certain statements which may constitute “forward-looking statements”. Such statements are only expectations or beliefs and are subject to inherent risks and uncertainties which could cause actual values, results or performa
Slide 3: Arafura – Our Company
Arafura – Our Company “A speciality chemical company” which will make products to pharmaceutical quality standards. For personal use only Confirmed Strategy • Our vision is to be the recognised leading supplier of Rare Earths to the world. Mission • To create and maximise shareholder value in a sust
Slide 4: Arafura – Corporate Summary
Arafura – Corporate Summary Successful fundraising recently completed…. For personal use only As at 24 November 2010 *As at 9 December 2010 Capital Capital 335m shares 366m shares 17m Board/Employee options 17m Board/Employee options Market capitalisation Market capitalisation @ A$1.25 = ~A$419 mill
Slide 5: Market Capitalisation and Price History
Market Capitalisation and Price History For personal use only ARU Price History and Volume $2.00 8,000,000 $1.80 7,000,000 $1.60 6,000,000 $1.40 5,000,000 $1.20 $1.00 4,000,000 $0.80 3,000,000 $0.60 2,000,000 $0.40 1,000,000 $0.20 $0.00 0 Volume Share Price Market Capitalisation ('00 million) Report
Slide 6: Business Model Confirmed
Business Model Confirmed Adding Value in Australia… For personal use only • Mining & ore beneficiation at Nolans Bore in the Northern Territory Big Bertha Drill Program at Nolans Bore • Mineral concentrate transported by rail to Whyalla in South Australia • 20,000 tpa Rare Earth Oxides (REO) produce
Slide 7: Capturing Value in the Industry Supply Chain
Capturing Value in the Industry Supply Chain For personal use only Positioning to maximise value creation… Rare Earth Mineral Rare Earth Ore Intermediates Metals/Alloys Components OEMs Concentrate Oxides (Carbonate) • Production of Rare Earth Oxides rather than lower priced concentrates or intermedi
Slide 8: Rare Earths – Market Dynamics
Rare Earths – Market Dynamics For personal use only The industry challenge is for the supply side to keep up with demand... Demand outlook is very strong • End use markets are forecast to grow at 2 to 3 times GDP New potential suppliers are very limited in the short to medium term • Rare Earths pres
Slide 9: Nolans Project – Globally Significant
Nolans Project – Globally Significant High potential value, long life, multiple revenue streams with upside potential…. For personal use only Phase 1 Annual Production REO Rare Earths 20,000 t Oxides P2O5 as 61% 80,000 t Financial Evaluation October 2010 Phosphoric Acid October 2010 Project Economic
Slide 10: Our Progress in 2009 and 2010
Our Progress in 2009 and 2010 Substantial progress on the journey to Operating Company status… For personal use only Confirmed Business Model • Rare Earth Oxide separation technology success • Whyalla selected as preferred site for Rare Earths Complex Work Programs stepped up in 2010 to achieve Proj
Slide 11: Future Work Program
Future Work Program A fast track program to production…… For personal use only 2010 2011 2012 2013 2014 2015 Technology Demonstration Program Nolans Resource Expansion Drilling Bankable Feasibility Study EIS & Regulatory Approvals Customer Contracts Project Financing Construct Mine & Rare Earths Com
Slide 12: Arafura Resources – Summary
Arafura Resources – Summary For personal use only Confirmed Strategy and Business Model World class long life and economically exportable resources High value creating Nolans Project Highly efficient production process developed with experts and derisked through demonstration Uncommitted hig
Slide 13: Thank You
For personal use only Thank You 13
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