Arafura Rare Earths Limited · ASX:ARU
Arafura Rare Earths — Arafura Resources — BBY 2008 Agriculture, Cleantech and Energy Conference
17 slides from Arafura Rare Earths's conference presentation, Sep 15, 2008
Slide 1: BBY 2008 Agriculture, Cleantech and Energy Conference
For personal use only Arafura Resources Limited BBY 2008 Agriculture, Cleantech and Energy Conference Alistair Stephens Managing Director September 2008
Slide 2: Important Notice
Arafura Resources Ltd For personal use only Important Notice This presentation contains certain statements which may constitute "forward-looking statements". Such statements are only predictions and are subject to inherent risks and uncertainties which could cause actual values, results, performance
Slide 3: Overview
Overview For personal use only Company overview The Nolans Project overview Nolans phosphoric acid Nolans rare earths Financial overview Program looking forward
Slide 4: Arafura Resources Ltd
Arafura Resources Ltd For personal use only ASX listed ASX:ARU 157 million shares on issue as at September 2007 Principal project – Nolans phosphate hosted rare earths Rare earths – strategically vital commodities Phosphate – significant market demand opportunities Business strategy A resource to su
Slide 5: Nolans project background
Nolans – project background For personal use only Phosphate hosted rare earths deposit Current resource has 577,000 tonnes REO and 2.1mt P2O5 Phosphate will be a co-product of rare earths processing Open pit mine with +20 year mine life On track for resource upgrade late 2008
Slide 6: Nolans project location
Nolans – project location For personal use only Nolans project 135 km north of Alice Springs 5 km to gas line 10 km to Stuart Highway 15 km to Aileron Roadhouse 60 km to rail line 1200 km north to Darwin 1300 km south to Port Pirie
Slide 7: Project Flowsheet
Nolans Project Flowsheet Gls BC OCW Sees FO tials CS tne 5 Chemical Separation RARE EARTH PHOSPHATE processing processing Calcium Chloride Residue (By-Product) Rare Earth Uranium Phosphoric Concentrate Oxide Acid
Slide 8: Nolans mining
Nolans – mining For personal use only Small mining operation – 1.7m tpa total material Conventional drill and blast open cut operation Transport about 500,000 tpa concentrated product Low power and water demand
Slide 9: Nolans phosphate
Nolans – phosphate For personal use only 1. Fertiliser grade phosphoric acid – premium quality 2. Technical grade phosphoric acid - capable 3. Project can be unhinged from agricultural cycle demands 4. Australia is a net importer of phosphates • Our product likely to target local markets 5. Arafura
Slide 10: Global phosphate fertiliser demand
Global phosphate fertiliser demand For personal use only 2007 phosphate fertiliser demand 3.7 million tonnes P2O5 Growth of about 3.5% per year over the past two years. Reasons behind strong demand growth include: increased global incomes and higher population, driving an increasing demand for foo
Slide 11: Business structure
Nolans business structure For personal use only Mining & Phosphoric acid Rare Earths concentration Plant Plant 100% Arafura Looking for partner Arafura - Incitec HOA • Autocatalysts Incitec Pivot Rare Earth • FCC catalyst in oil Arafura Catalysts chemical processing manufacture plant • Electronics M
Slide 12: Rare earths – applications
Rare earths – applications For personal use only
Slide 13: Environmental and social benefits
Environmental and social benefits For personal use only REO Production Component End Product Environmental Savings Reduces NOX which aggravates respiratory CeO2 3,500t Auto catalysts 25 million cars problems, causes acid rain and damages aquatic environments. Ultra violet Architectural CeO2 1,600t R
Slide 14: Project financials
Nolans project – financials Total revenue For personal use only US $million per annum Rare earths (20,000 tpa @ US$15.5/kg) $310 Phosphoric acid (containing 80,000 tpa as P2O5 CIF @ US$2,250/t P2O5) $180 Calcium Chloride & Uranium $60 Total revenue US$550 Operating costs* US$250 Gross Margin US$300
Slide 15: Project markets
Nolans project – markets For personal use only
Slide 16: Project status and next steps
Nolans – project status and next steps For personal use only Large resource to support long life operation Pilot plant successfully operating Heads of agreement with Incitec Pivot for plant feasibility Definitive Feasibility Study underway Site selection for processing plant in progress Process plan
Slide 17: Arafura Resources Limited
For personal use only Arafura Resources Limited BBY 2008 Agriculture, Cleantech and Energy Conference Alistair Stephens Managing Director September 2008
Arafura Resources — BBY 2008 Agriculture, Cleantech and Energy Conference on 6ix