Australian Rare Earths Limited · ASX:AR3
Australian Rare Earths — Investor Presentation (September 2023)
20 slides from Australian Rare Earths's investor presentation, Sep 25, 2023
Slide 1: Leading the development of clay hosted rare earths in Australia
Australian Rare Earths Corporate Presentation September 2023 Leading the development of clay hosted rare earths in Australia Building a sustainable source of magnet rare earths for a clean energy future
Slide 2: Disclaimer & Important Information
Australian Rare Earths Corporate Presentation September 2023 DISCLAIMER & IMPORTANT INFORMATION Australian Rare Earths Limited (‘AREL’ of the ‘Company’) does not purport to give financial or investment advice. No account has been taken of the objectives, financial situation or needs of any recipient
Slide 3: AR3's Value Proposition
AR3’s Value Proposition Leading the development of clay hosted rare earths in Australia Developing a portfolio of magnet rare earth projects focused on creating value 1. Compelling long-term rare earth market outlook ∙ Global decarbonisation efforts driving rapid growth in EV’s and wind turbines ∙ W
Slide 4: Corporate Snapshot and Portfolio
Corporate Snapshot and Portfolio Portfolio Corporate Snapshot Shareholder Distribution Directors and Management 23% NEO Performance Materials 2% Other Acorn Capital 64% 11% $15.1m 154.2m Cash at 30 June 2023 Shares on Issue $40m ASX: AR3 Market capitalisation Adelaide HQ @ $0.26 Experienced Australi
Slide 5: Rare Earth Market
Rare Earth Market Global electrification trend to drive high growth in rare earth magnet demand Forecasted Global REO Magnet Demand Growth by Industry1 328kt • Electric Vehicles and Wind Power demand to underpin significant growth in REO Magnets through to 2040 CAGR 7.1% • Koppamurra can supply all
Slide 6: Rare Earth Market
Rare Earth Market Rare Earth mine production, separation capability is concentrated creating global supply risk Medium-term (2025-2035) criticality matrix1 World Mine Magnet Rare Earth Production2 Myanmar ROW 5% • Advanced first world USA 7% economies have identified 11% rare earths as critically Au
Slide 7: Koppamurra Rare Earths Province
KOPPAMURRA RARE EARTHS PROVINCE 7
Slide 8: Koppamurra: developing a multi-generational rare earth Province
Koppamurra: developing a multi-generational rare earth Province A sustainable source of strategically important magnet rare earths • 100%-owned clay-hosted critical rare earths deposit located ~300km SE of Adelaide, in southern Australia • 4,000km2 of prospective tenure with additional ~2,700km2 und
Slide 9: Koppamurra Mineral Resource and Exploration Target
Koppamurra Mineral Resource and Exploration Target Demonstrating province potential with increased Mineral Resource • Mineral Resource estimate increased 84% to 186 Mt at 712 TREO in Sep’23 • Outstanding scope for ongoing resource growth with current Mineral Resource covering only ~2% of Koppamurra
Slide 10: Koppamurra: developing a multi-generational rare earth Province
Koppamurra: developing a multi-generational rare earth Province Continue to increase the Province scale with additional drilling • Mineral Resource of 186Mt at 712ppm TREO encompassing ~2% of total tenure • Exploration Target of up to 3.1 Bt encompassing ~19% of total tenure • Increasing confidence
Slide 11: Koppamurra Exploration
Koppamurra Exploration Continue to increase the Province scale with additional drilling • Koppamurra drilling program re-commencing Oct’23: • Expand the Exploration Target and further demonstrate the significant Province scale • Infill drilling to grow the Mineral Resource and inform Province develo
Slide 12: Koppamurra flowsheet development
Koppamurra flowsheet development Process development in collaboration with world experts • Completed an Australian first for an ionic clay hosted rare earth resource with a successful pilot scale production of a Mixed Rare Earth Carbonate (MREC): • Produced at ambient temperatures and pressures • Si
Slide 13: Sustainability Pillars
Sustainability Pillars Committed to developing a sustainable future Environment Social & Community Governance Minimising our footprint Building regional prosperity Establishing accountability and stewardship • All projects designed to minimise • Building trust and transparency • Board of Directors w
Slide 14: Mine design incorporating progressive land rehabilitation
Mine design incorporating progressive land rehabilitation Successful trial mining and rehabilitation program “Building trust by doing what you say you’ll do” April 2022 September 2022 September 2023 14
Slide 15: Exploration Portfolio
EXPLORATION PORTFOLIO De eprceneras Meetale for our future
Slide 16: Creating a Rare Earth Exploration portfolio
Creating a Rare Earth Exploration portfolio Building a uniquely qualified capacity, experience and knowledge in ionic clay rare earths Koppamurra Province • Exploration Licence applications lodged covering new prospective tenure south of Koppamurra • Additional tenure targeting shallow Gambier limes
Slide 17: Creating a Rare Earth Exploration portfolio
Creating a Rare Earth Exploration portfolio Building a uniquely qualified capacity, experience and knowledge in ionic clay rare earths North Queensland • Four exploration prospects in emerging highly prospective ionic clay hosted rare earths region • ~1100Km2 of exploration tenure once all applicati
Slide 18: Creating a Rare Earth Exploration portfolio
Creating a Rare Earth Exploration portfolio Building a uniquely qualified capacity, experience and knowledge in ionic clay rare earths Dalrymple Project • ~1200Km2 of exploration tenure once all applications are granted • Highly accessible ground near existing road and rail infrastructure • Regional
Slide 19: AR3's Value Proposition
AR3’s Value Proposition Leading the development of clay hosted rare earths in Australia Developing a portfolio of magnet rare earth Next Steps projects focused on creating value 1. Compelling long-term rare earth market 1. Continue to grow Koppamurra rare earth outlook Province • Drilling to commenc
Slide 20: Securing Australia's rare earths for a diversified sustainable future
E EARTHS ASX: AR3 Securing Australia’s rare earths for a diversified sustainable future
Australian Rare Earths — Investor Presentation (September 2023) on 6ix