Iluka Resources Limited · ASX:ILU
Iluka Resources — Goldman Sachs Rare Earth Conference 2020
16 slides from Iluka Resources's conference presentation, December 2020
Slide 1: Iluka Resources
Iluka Resources Goldman Sachs Rare Earth Conference December 2020
Slide 2: Disclaimer
Disclaimer 2 This presentation has been prepared by Iluka Resources Limited (Iluka). By accessing this presentation you acknowledge that you have read and understood the following statement. The information is provided to assist sophisticated investors with the modelling of the company, but should n
Slide 3: Iluka in 2020
Iluka in 2020 Jacinth-Ambrosia, South Australia
Slide 4: COVID-19 Response
COVID-19 Response 4 Iluka’s first priority is the safety and wellbeing of its people, their families, and the communities in which the company op erates. Iluka has maintained operations across all sites and marketing and logistics channels have remained open. Iluka’s Approach and Response Health and
Slide 5: Mineral Sands Operational Configuration
Mineral Sands Operational Configuration 5 Portfolio of operations weighted towards premium zircon and high-grade titanium products. 2020 operational configuration based on: optimising production based on market conditions; minimising costs and improving cash flow; and maintaining flexibility in line
Slide 6: Demerger of Deterra Royalties Completed
Demerger of Deterra Royalties Completed 6 Key Features The demerger of Deterra Royalties has created two separate ASX-listed businesses – Iluka continues to be a global leader in the mineral sands industry and holds 20% of Deterra Royalties the largest ASX-listed resources focused royalty company De
Slide 7: Project Pipeline
Project Pipeline Eneabba, Western Australia
Slide 8: Quality Project Pipeline to Meet Customer Future Needs
Quality Project Pipeline to Meet Customer Future Needs 8 Iluka develops and gates projects in a disciplined manner towards execution subject to acceptable progress in the following a reas: (i) confidence in satisfactory project risk-return attributes, (ii) high level of strategic alignment, and (iii
Slide 9: Rare Earths Diversification
Rare Earths Diversification 9 Iluka is developing an emerging position in rare earth elements, based on world class assets at Eneabba and Wimmera, which present a logical diversification for the company • Phased approach to development to reduce risk and gain understanding of market • Eneabba Phase
Slide 10: Eneabba
Eneabba 10 Extraction, processing and sale of monazite-rich tailings stockpile providing additional business diversification into rare earth elements Deposit • A monazite-rich strategic stockpile stored in a mining void at Eneabba, Western Australia • Material built since 1990’s from Iluka’s mid wes
Slide 11: Eneabba
Eneabba 11 Eneabba Key Project Parameters Metric Comment (average over project life) Life of Project at Reclaim Capacity Based on Ore Reserve1 and production ~10 years RESERVE ASSEMBLAGE (Phase 1 and Phase 2) rates assumed below Reclaim Capacity Other Zircon ~100ktpa 20% (Phase 1 and Phase 2) 26% Av
Slide 12: Eneabba
Eneabba 12 Eneabba Rare Earth Oxide Elements and Value Eneabba is the highest % of Rare Earth Rare Earth Oxide grade operational rare Oxide Price2 earths deposit (stockpile) Assemblage 1 (2019 US$/kg) globally, with high Lanthanum 22 2 Light rare earths metal used in assemblage of valuable permanent
Slide 13: Wimmera
Wimmera 13 Mining and beneficiation of a fine grained heavy mineral sand ore body for the potential long-term supply of ceramic grade zircon and rare earth product INDICATIVE ANNUAL PRODUCTION MIX Deposit Rare Earth Oxide <5% • Wimmera is a large-scale deposit with the potential to produce ceramic-g
Slide 14: ILUKA
G ILUKA
Slide 15: For more information contact
For more information contact: Melissa Roberts, General Manager Investor Relations investor.relations@iluka.com Capel, Western Australia
Slide 16: Appendix: Eneabba Rare Earth Stockpile Resource and Reserves
Appendix: Eneabba Rare Earth Stockpile Resource and Reserves 16 Eneabba Mineral Resources and Ore Reserves5 In situ Mineral Assemblage in HM3 Resource Mineral HM HM Tonnes1 Resource Tonnes4 Zircon Monazite Xenotime Ilmenite Category (Mt) (Mt) (%) (%) (%) (%) (%) Measured 0.84 0.70 83.7 25.7 20.2 1.2
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