Slide 1: Corporate Presentation – RIU Resources Roundup
For personal use only Corporate Presentation RIU Resources Roundup Sydney 10 – 11 May 2017
Slide 2: Alkane Resources Ltd – Multi Commodity Developer
Alkane Resources Ltd Multi Commodity Developer For personal use only Focussed in the Central West NSW Board Two major projects John S F Dunlop (Chairman) BE(Min), MEngSc(Min). Mining Engineer D Ian Chalmers (Managing Director) MSc. Geologist Australian Strategic Materials Ltd Ian J Gandel (Dir
Slide 3: Megatrends – drivers for technology metals
Megatrends – drivers for technology metals For personal use only Internet of Transportation Things Clean Sustainability Energy Ageing Population Technology drivers • Faster • Smaller • Stronger • Lighter Urbanisation • Cleaner • Safer © 2017 Alkane Resources Ltd 3
Slide 4: Zero or Low CO2 Emissions – Clean Energy
Zero or Low CO2 Emissions For personal use only Clean Energy Power • Wind • Solar • Nuclear • Wave • Thermoelectric Storage • Portable batteries • Ferroelectric • Solid oxide fuel cells • Portable batteries • Piezoelectrics © 2017 Alkane Resources Ltd 4
Slide 5: Global wind capacity to nearly double in next five years
Global wind capacity to nearly double For personal use only in next five years (2015-2020) In 2015 – 433GW (84,868t REE) In 2020 – 792GW (155,232t REE) Dubbo Project can supply 1.4GW • 196kg REE used per MW power in wind turbine NdFeB permanent magnets • Niobium is used to strengthen and reduce the
Slide 6: Nuclear plants and zirconium and hafnium use
449 Operating nuclear plants For personal use only 60 Undergoing construction 170 Planned in China by 2050 Zirconium clads nuclear fuel rods Hafnium is used in nuclear control rods Zirconium niobium alloys © 2017 Alkane Resources Ltd 6
Slide 7: More than magnet motors in one car
More than 100 magnet motors in one car* For personal use only HYBRID NIMH BATTERY GLASS & MIRRORS LCD SCREEN HEADLIGHT GLASS • Lanthanum • Cerium • Europium • Neodymium • Neodymium • Yttrium • Cerium • Cerium 25+ ELECTRIC MOTORS ELECTRIC MOTORS * Source: Adamas Research • Neodymium magnets • Neodymi
Slide 8: Transportation
• Zirconium & hafnium in jet engines • Niobium & hafnium in rocket nozzles • Hafnium for thermoelectric applications Hafnium in special space batteries For personal use only • Transportation © 2017 Alkane Resources Ltd 8
Slide 9: Hafnium – the next opportunity?
Hafnium – the next opportunity? • Thermoelectric power generation – For personal use only converts heat to electricity • Ferroelectric microprocessing – faster, smaller k-gate chips and films • Thermal reflectors - Window Coating to reflect sunlight back into space to assist air condition buildings
Slide 10: Hafnium Applications – next gen memory
Hafnium Applications – next gen memory Permanent Memory For personal use only Ferroelectric micro-processing using HfO2 • Ultra-fast, low-power, non-volatile successor to flash memory • HfO2 already used in electronics and compatible with silicon fabrication techniques • k-gate chips, films, ferroel
Slide 11: Improving health Outcomes
For personal use only Improving health Outcomes • MRI’s contain niobium & 700kg of rare earths • Rare earths based PET imaging agents detect cancer • Zirconium chemicals clean kidney dialysis • Lutetium/hafnium oxide nanoparticles destroy cancer • Robotics expected to change healthcare © 2017 Alkane
Slide 12: Dubbo Project
Dubbo Project For personal use only • 400km northwest of Sydney • 25km from Dubbo city (pop~45,000) • Dubbo infrastructure – roads, rail, power, gas, light engineering, people • Large polymetallic resource - zirconium, hafnium, niobium (tantalum), yttrium and rare earths • 35 year reserve mine life
Slide 13: Dubbo Project – Current Status
Dubbo Project – Current Status • Pilot plant at ANSTO has demonstrated For personal use only the flow sheet with products for market evaluation over 8 years • All State & Federal environment approvals • Front End Engineering Design (FEED) study confirmed robust technical & financial DFS • Outotec Fi
Slide 14: Separation Process
Separation Process For personal use only © 2017 Alkane Resources Ltd 14
Slide 15: Product Output
Product Output For personal use only 6,664 tpa Rare earth chemical concentrate 95% REO (REO units) DP Process Plant 16,374 tpa Zirconium as ZBC (carbonate) & zirconia 99% ZrO2 (ZrO2 units) 50 tpa Hafnium as HfO2 concentrate HfO2 conc * (Hf units) 1,967 tpa Niobium as ferro-niobium 65% Nb (Nb units)
Slide 16: Rare Earth Output
Rare Earth Output For personal use only DP REE SX Toll treatment – off site Rare Earth Concentrates La2O3 1,441 tpa La / Ce CeO2 2,367 tpa Pr6O11 237tpa Pr / Nd Nd2O3 921tpa Sm2O3 112tpa Sm / Eu / Gd Eu2O3 3tpa Gd2O3 107tpa Tb / Dy / Ho / Er / Tb4O7 14tpa Tm / Yb / Lu Dy2O3 122tpa Y (2/3N) Ho2O3 22t
Slide 17: Modular Design
Modular Design For personal use only Construction 2017 - 2019 Estimated cost US$480M --------------------- Construction 2022 - 2023 Estimated cost US$360M --------------------- Estimated total Cost US$840M Detail in ASX release 28 October 2016 © 2017 Alkane Resources Ltd 17
Slide 18: Marketing and Off-take
Marketing and Off-take For personal use only Minchem – World wide zirconium product & marketing/sales agreement. Treibacher Industrie AG - JV to produce & market ferro- niobium Vietnam Rare Earth (VRE) – LOI for the production and marketing of separated rare earth products, and down stream value add
Slide 19: Diversified products – lowers risks
Diversified products – lowers risks Dubbo Project - product revenue split For personal use only Niobium 17% Magnet metals: Praseodymium, Neodymium, Dysprosium, Terbium, Samarium 25% Hafnium 10% Other rare earths, including yttrium 5% Zirconium 42% *Stage 1 revenue US$200 - 220M Opex US$120 – 130M *e
Slide 20: Tomingley Gold Operations – FY16
Tomingley Gold Operations – FY16 • Resource – 579,000oz of gold (22 Sept 2016) For personal use only • Reserve – 253,000oz (22 Sept 2016) • Mine Method – open cut W1, W3, C1 & C2 • Underground feasibility in progress • Mine Life – 4.5 years without addition • Processing plant standard CIL 1.0Mtpa th
Slide 21: TGO Resource Expansion
TGO Resource Expansion For personal use only Underground Targeting Existing reserve below the pit in Wyoming One 3km strike length of target zone Historic production at Myalls United ~70,000oz 1897-1908 © 2017 Alkane Resources Ltd 21
Slide 22: Exploration
Exploration Peak Hill Gold Mine 1996 – 2005 production For personal use only - Substantial gold-copper sulphide deposit - potential feed for TGO TGO – Regional exploration - Recent ore intercepts in air core drilling Advanced exploration projects at - Bodangora – Kaiser (Au – Cu) large gold-copper p
Slide 23: Disclaimer
Disclaimer For personal use only This presentation contains certain forward looking statements and forecasts, including possible or assumed reserves and resources, production levels and rates, costs, prices, future performance or potential growth of Alkane Resources Ltd, industry growth or other tre
Slide 24: For personal use only
For personal use only Tony Lethlean Director Natalie Chapman Corporate Communications Manager nchapman@alkane.com.au @alkaneresources
Slide 25: DP Resources and Reserves
DP Resources and Reserves For personal use only Dubbo Project – Mineral Resources Toongi Tonnage ZrO2 HfO2 Nb2O5 Ta2O5 Y2O3 REO Deposit (Mt) (%) (%) (%) (%) (%) (%) Measured 35.70 1.96 0.04 0.46 0.03 0.14 0.75 Inferred 37.50 1.96 0.04 0.46 0.03 0.14 0.75 Total 73.20 1.96 0.04 0.46 0.03 0.14 0.75 The
Slide 26: TGO Resources and Reserves
TGO Resources and Reserves TOMINGLEY GOLD PROJECT MINERAL RESOURCES (as at 30 June 2016) MEASURED INDICATED INFERRED TOTAL For personal use only Total Gold DEPOSIT Tonnage Grade Tonnage Grade Tonnage Grade Tonnage Grade (Kt) (g/t Au) (Kt) (g/t Au) (Kt) (g/t Au) (Kt) (g/t Au) (Koz) Open Pittable Reso