Alkane Resources Ltd · ASX:ALK
Alkane Resources — Rare Earths, Specialty & Minor Metals Investment Summit, London 2010
19 slides from Alkane Resources's conference presentation, Mar 19, 2010
Slide 1: ASX cover letter: Presentation
R ES O U RCES L TD AB N 3 5 0 0 0 6 8 9 2 1 6 For personal use only 18 March 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 Rare Earths, Specialty and Minor Metals Investment Summ
Slide 2: Rare Earths, Specialty & Minor Metals Investment Summit / Corporate snapshot
Rare Earths, Specialty & Minor Metals For personal use only Investment Summit London 18 March 2010 Dubbo Zirconia Project NSW Australia Corporate snapshot Exchanges ASX: ALK Shareholder profile* Share Price (16 March 2010) A$0.32 Shares 249m Fully Diluted Market Cap ~A$80m Cash (at December 31 2009)
Slide 3: DZP Location and Business Strategy
DZP Location For personal use only Central West New South Wales Business Strategy 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
Slide 4: Rare Metals - Rare Earths
Rare Metals ‐ Rare Earths For personal use only Rare Metals – Rare Earths • China produces 90% of world downstream zirconium chemicals • China currently produces 95% of world REE output Rare metals • Brazil produces 90% of world niobium Light rare earths Heavy rare earths uoro light Green technolo
Slide 5: DZP Geology and Resources
DZP Geology For personal use only 0 200 metres Jurassic aged trachyte intrusive DZP Resources 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 grad
Slide 6: DZP Program
DZP Program For personal use only Resource drilling completed 2001. Flow sheet developed 1999 to 2002, with trials to mini pilot plant scale. Detailed feasibility study completed in 2002. AusIndustry Commercial Ready Grant of A$3.29M in April 2006 on dollar for dollar basis to complete process optim
Slide 7: DZP Flow Sheet / Market Summary
DZP Flow Sheet For personal use only Market Summary 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
Slide 8: Zircon Usage and Supply Demand Price
Zircon Usage For personal use only Zircon provides the feedstock for the zirconium industry 2012 Global consumption estimate 1,400,000tpa 18% = 250,000t zircon for zirconia and zirconium chemicals Source: TZMI Zircon Supply Demand Price Zircon price and supply will have a major impact on the cost an
Slide 9: Zirconium Chemicals Industry
Zirconium Chemicals Industry For personal use only ZIRCON / BADDELEYITE ELECTRIC ARC FURNACE Zirconium Chemicals C e ca s Industry dust y CHEMICAL PROCESSING Structure and FUSED ZBS ZOC Market Entry Points “INTERMEDIATES” ZIRCONIA UPGRADING/CONVERSION UPGRADING/CONVERSION “END USE” Upgrading Zr Dope
Slide 10: Structure of Niobium Industry / Niobium Demand
Structure of Niobium Industry For personal use only Metallurgical Structural steels Stainless and heat resistant steels Pyrochlore FeNb Superalloys Super conducting magnets Columbite Nb 2 O 5 Tantalite Oxides Class Ceramics AZL Nb Concentrate Nb Raw Materials Intermediate Products Applications DZP p
Slide 11: Rare Earth Supply - Demand
Rare Earth Supply ‐ Demand For personal use only Source: IMCOA Rare Earth Consumption Source: IMCOA
Slide 12: DZP Product Output
DZP Product Output For personal use only Base case model of 400,000 tonnes per year of ore processed Ore processed 400,000tpa 1,000,000tpa “Blue sky” ZBS, ZOH, ZBC, ZrO2 15ktpa (6ktpa ZrO2) 37ktpa (15ktpa ZrO2) Nb-Ta concentrate 2ktpa (1.4ktpa Nb2O5) 5ktpa (3.5ktpa Nb2O5) LREE concentrate 1,980tpa (
Slide 13: Zr Applications - ceramics and metal
Zr Applications ‐ ceramics For personal use only Solid Oxide Fuel Cells – clean and efficient electricity Zirconia Engineering Ceramics – tough, heat resistant and hard wearing Zr Applications ‐ metal Zirconium metal and alloys for nuclear power plants TToday d there th are 436 reactors, t with ith
Slide 14: Applications in the Auto Industry
Applications in the Auto Industry For personal use only Source: Rhodia Zr Applications Emission control – zirconia ceramics Catalytic converter Oxygen sensors
Slide 15: Zr Applications / Zr REE Applications
Zr Applications For personal use only ZircobondTM – zirconium chemical replacement for traditional zinc phosphate metal pretreatment Source: PPG website Zr REE Applications Source: Rhodia
Slide 16: Nb Applications / REE Applications
Nb Applications For personal use only Also the addition of 0 15k of 0.15kg f niobium i bi tto the steel content of an average car, decreases the weight by 100kg Joseph Conway CEO Iamgold (Niobec) Source: Rhodia REE Applications Source: Molycorp
Slide 17: Demonstration Pilot Plant Movie / DZP Project Site
Demonstration Pilot Plant Movie For personal use only DZP Project Site Deposit Plant site Railway
Slide 18: Development pathway / DZP Strategic Significance
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 Y & REE 2
Slide 19: Conclusion / Disclaimer
Conclusion For personal use only Dubbo Zirconia Project j A strategic and alternate supply for the zirconium, niobium and rare earths industries www.alkane.com.au Disclaimer Disclaimer This presentation contains certain forward looking statements and forecasts, including possible or assumed reserves
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