Arafura Rare Earths Limited · ASX:ARU
Arafura Rare Earths — Arafura Resources — Bell Potter Unearthed Natural Resources Conference 2022
13 slides from Arafura Rare Earths's conference presentation, Feb 10, 2022
Slide 1: ASX Announcement: Bell Potter Virtual Conference Presentation
ASX ANNOUNCEMENT BELL POTTER VIRTUAL CONFERENCE PRESENTATION 10 February 2022 For personal use only Arafura Resources Limited (ASX:ARU) (“Arafura” or the “Company”) is pleased to attach a copy of its presentation for the Bell Potter Unearthed Natural Resources Virtual Conference. Mr Gavin Lockyer, M
Slide 2: Bell Potter Unearthed Natural Resources Conference
10/02/2022 Bell Potter Unearthed Natural Resources For personal use only Conference 10 February 2022 (ASX:ARU) 1
Slide 3: Disclaimer
10/02/2022 Disclaimer For personal use only This presentation has been prepared by Arafura Resources Limited (Arafura, Arafura Resources or the Company) and is of a summary form only and therefore contains general background information which may not be complete. It should be read in conjunction wit
Slide 4: Corporate Snapshot and Capital Structure
10/02/2022 Corporate Nolans is a shovel-ready world class NdPr project in the Capital Structure Snapshot Northern Territory ASX Code ARU For personal use only ASX Share Price (7 Feb) $0.20 Shares on Issue 1,550m NdPr is the key input for high Market Capitalisation $310.08m performance NdFeB permanen
Slide 5: Project Economics
10/02/2022 Project Economics Robust economics Mining and Production based on long term For personal use only Mine Life (years) 38 NdPr price of NdPr Oxide (tpa) 4,440 US$87/kg SEG/HRE Oxide (tpa) 474 Phosphoric Acid (tpa 54% P2O5 MGA) 144,393 Current price US$152/kg* Financial US$ A$ Capital Cost ($
Slide 6: The Nolans Project
10/02/2022 The Nolans Project Nolans Project contains all the Rare is the only NdPr focused project in Australia Earths but is particularly For personal use only that plans to enriched in the ‘Magnet Feed’ Rare Earths NdPr mine and process ore to oxide at a single site. 60 59 Nd Pr NEODYMIUM PRASEOD
Slide 7: Strategic Importance of Producing an Oxide
10/02/2022 Strategic Importance of Producing an Oxide For personal use only A complete diversified supply chain for the world 1. Mine 3. RE Separation 5. NdPr Metal 6. NdFeB Alloy/ 7. End User/ 2. RE Extraction 4. NdPr Oxide (Conversion) Magnet Maker Manufacturer Non-China Value Chain China Value IM
Slide 8: Global EV Sales and NdPr Price Rise
10/02/2022 Global EV Sales NdPr Price Rise (BEV+PHEV) For personal use only Price Chinese increasing EV Sales Inventory in line with have down by Chinese demand DOUBLED in the last 12 ~60% producers and supply near full since mid-2020 months capacity Source: EV Volumes, Inside EV Source: Lynas, BAIN
Slide 9: Advanced Manufacturing in Australia
10/02/2022 Advanced Manufacturing in Australia For personal use only Arafura acknowledged publicly by Prime Minister Morrison as a well advanced project important to the Government’s strategies. In 2021 Australian Government have provided conditional letters of support for $300M in debt for 15 years
Slide 10: Offtake Strategy
10/02/2022 Offtake Strategy Arafura is in discussions with 10 parties for >260% of Planned For personal use only Production1 with a view to secure Targeting NdPr users not 85% as binding offtake aligned with Made in China 2025 strategy Current indicative sales opportunities USA Europe Japan Korea Ch
Slide 11: Funding Strategy
10/02/2022 Funding Strategy Leverages Global For personal use only Most countries targeting low carbon transport and Focus On Critical renewable energy to achieve net-zero emissions Material Supply Chains Europe, Japan, Korea and US recognise the need for diversified and robust critical material val
Slide 12: Nolans Key Development Milestones
10/02/2022 Nolans Key Development Milestones For personal use only *Milestone targets are indicative and subject to change and are contingent upon funding, offtake activities and general market conditions 1. FID and First Production are both subject to outcomes with offtake and financing. 2. Conditi
Slide 13: Contact Information
10/02/2022 Contact Information For personal use only Level 6, 432 Murray St Perth WA 6000 Australia +61 8 6370 2800 arafura@arultd.com www.arultd.com (ASX:ARU) 12
Arafura Resources — Bell Potter Unearthed Natural Resources Conference 2022 on 6ix