Alkane Resources Ltd · ASX:ALK
Alkane Resources — BBY Limited Rare Earth Conference 2010
19 slides from Alkane Resources's conference presentation, Feb 1, 2010
Slide 1: ASX cover letter: Presentation to BBY Rare Earth Conference
R ES O U RCES L TD AB N 3 5 0 0 0 6 8 9 2 1 6 For personal use only 1 February 2010 Manager Announcements Company Announcements Office ASX Limited 20 Bridge Street Sydney NSW 2000 Dear Sir, PRESENTATION Attached is a copy of a presentation to the BBY Limited Rare Earth Conference held in Sydney. A c
Slide 2: Dubbo Zirconia Project and Corporate Snapshot
1/31/2010 …putting the pieces together For personal use only Dubbo Zirconia Project NSW Australia A strategic supply for the zirconium, niobium and rare earths industries BBY Limited Rare Earth Conference Sydney 1 February 2010 Corporate snapshot Exchanges ASX: ALK Shareholder profile* Share Price (
Slide 3: Business Strategy; Rare Metals - Rare Earths
1/31/2010 Business Strategy For personal use only Multi commodity explorer and miner, focussed in the Central West of New South Wales, Australia Dubbo Zirconia Project – world class resource of zirconium, hafnium, niobium, tantalum, yttrium and rare earths Au Cu Gold production from Peak Hill mine 1
Slide 4: Dubbo Zirconia Project Location and Geology
1/31/2010 Dubbo Zirconia Project Location For personal use only Dubbo region pop 80,000 State power grid State gas grid Major mixed agriculture Transport hub Substantial light industry DZP Geology 0 200 metres Jurassic aged trachyte intrusive 3
Slide 5: DZP Resources and Program
1/31/2010 DZP Resources For personal use only Measured Resource : 35.7 million tonnes grading 0 - 55 metres 1.96% Zr02, 0.04%HfO2, 0.46% Nb2O5 , 0.03% Ta2O5 , 0.14% Y2O3, 0.75% REO and 0.014% U3O8 Inferred Resource : 37.5 million tonnes at similar grades 55 - 100 metres TOTAL : 73.2 million tonnes M
Slide 6: DZP Feasibility Team and Flow Sheet
1/31/2010 DZP Feasibility Team For personal use only DFS study manager: Steve Gilman TZ Minerals International Pty Ltd Gavin Diener - Engineering TZMI Marketing: Alister MacDonald TCMS - Zirconium + Nb + REE Philip Murphy TZMI Special Marketing Consultant: Dudley Kingsnorth IMCOA - REE ANSTO Mineral
Slide 7: Market Summary
1/31/2010 Market Summary For personal use only Zirconium: drying agent in paints; primer coat of vehicle metalwork; ceramic pigments; engineering ceramics; auto catalysts; electronics; solid oxide fuel cells; fuel rods in nuclear power plants; special alloys and glasses Hafnium: alloys, control rods
Slide 8: Zirconium Chemicals and Niobium Industry
1/31/2010 Zirconium Chemicals For personal use only Current Zirconia Zirconium Chemical Uses 2015 Estimated 150,000 tonnes with industry growth rate of 4.5%pa High growth areas: Advanced ceramics and catalysts 13.0%pa Ceramic pigments 8.0%pa Zirconium metal for nuclear applications ? Products range
Slide 9: Niobium Demand; Rare Earth Supply-Demand
1/31/2010 Niobium Demand For personal use only Niobium 2007 (Ferroniobium units) consumption ~63,000t – 90% Brazil Estimate for 2012 ~100,000t Ferroniobium price spiralled to US$60/kg in March 07 and is currently around US$35 - 40/kg Long term expected to be in US$25 - $35/kg Source: TZMI Rare Earth
Slide 10: Rare Earth Consumption and Demand
1/31/2010 Rare Earth Consumption For personal use only Source: IMCOA Rare Earth Demand Total YREE demand 2014 estimated to be 200,000 tonnes Source: IMCOA 10
Slide 11: DZP Product Output
1/31/2010 DZP Product Output For personal use only Base case models of 200,000 to 500,000 tonnes per year of ore processed Product 200ktpa 500ktpa ZBS, ZOH, ZBC, ZrO2 9,000tpa (3ktpa ZrO2) 22,500tpa (7.5ktpa ZrO2) Nb-Ta concentrate 1,000tpa (0.7ktpa Nb2O5) 2,500tpa (1.75ktpa Nb2O5) LREE concentrate
Slide 12: Zirconium Applications
1/31/2010 Zr Applications For personal use only Zirconium metal and alloys for nuclear power plants Today there are 436 reactors reactors, with 40 under construction, 110 planned and 272 proposed. Depending upon reactor type, each uses 10 to 45 tonnes Zr metal. Fuel rod has life of 5 to 6 years, and
Slide 13: REE Applications
1/31/2010 REE Applications For personal use only Source: Molycorp Applications in the Auto Industry Source: Rhodia 13
Slide 14: Niobium and Zr REE Applications
1/31/2010 Nb Applications For personal use only Also the addition of 0.15kg of niobium to the steel content of an average car, decreases the weight by 100kg Joseph Conway CEO Iamgold (Niobec) Source: Rhodia Zr REE Applications Source: Rhodia 14
Slide 15: Zr REE Applications
1/31/2010 Zr REE Applications For personal use only Source: Rhodia Zr REE Applications Source: Rhodia 15
Slide 16: REE and Nd Magnet Applications
1/31/2010 REE Applications For personal use only Source: Rhodia Nd Magnet Applications Source: Shinetsu 16
Slide 17: DZP Project Site
1/31/2010 DZP Project Site For personal use only Deposit Plant site Railway Demonstration Pilot Plant Movie 17
Slide 18: Development Pathway; DZP Strategic Significance
1/31/2010 Development pathway For personal use only ‐> 2009 2010 2011 2012 2013 DUBBO ZIRCONIA Resource definition 2001 ‐2002 9 PROJECT Flow sheet development 2002 9 Laboratory Zr – Nb 1999 ‐ 2002 9 Pilot plant Zr – Nb 2002 9 Mine Plan & Scheduling 2002 9 Plant Design & Engineering 2002 9 Laboratory
Slide 19: Conclusion and Disclaimer
1/31/2010 Conclusion For personal use only Dubbo Zirconia Project Moving Forward A world class project Zirconium sulphate crystals www.alkane.com.au Disclaimer Disclaimer This presentation contains certain forward looking statements and forecasts, including possible or assumed reserves and resources
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