Australian Silica Quartz Group Limited · ASX:ASQ
Australian Silica Quartz — Bauxite Resources — 2nd Asian Bauxite & Alumina Conference (September 2012)
19 slides from Australian Silica Quartz's conference presentation, September 2012
Slide 1: 2nd Asian Bauxite & Alumina Conference: Sourcing Bauxite in Australia
2nd Asian Bauxite & Alumina Conference Sourcing Bauxite in Australia SCOTT DONALDSON BAUXITE BAUXITE RESOURCES RESOURCES Trial mine site Aug 2012 LIMITED LIMITED 1
Slide 2: Forward Looking Statements
Forward Looking Statements No representation or warranty, express or implied, is made by Bauxite Resources Ltd that the material contained in this presentation will be achieved or prove to be correct. Except for statutory liability which cannot be excluded, each of Bauxite Resources Ltd, its officer
Slide 3: Company Profile
Company Profile Stock Code: Company BAU Profile Ordinary 235m Options 6m Market Cap $23.5m (14/09/12) Bank Debt $0 Current cash $47m (30/09/12) ASX Listed Oct 2007 Scott Donaldson CEO 3
Slide 4: Experienced Directors
Experienced Directors Barry Carbon AM – Chairman John Sibly – Non Executive Director Past CEO of Western Australian Highly respected mining executive with Environmental Protection Authority, past expertise in the bauxite alumina industries. Chairman of the Waste Authority of Western Past President o
Slide 5: 2011 Global bauxite production ~266Mt
2011 Global bauxite production ~266Mt China 20.65% India 5.72% 12.77% Remaining Regions 27.48% South America 18.8% Africa 7.4% Europe 6.57% Middle East 0.43% 5
Slide 6: Australian bauxite production 74.9Mt
Australian bauxite production 74.9Mt Gove 2011 Australian 12% Bauxite Production 25% Weipa exported Weipa ~10Mt 2011 Huntley 65% Willowdale Mt Saddleback 6
Slide 7: BRL's Licences in Premier Bauxite Region
BRL’s Licences in Premier Bauxite Region The world’s largest bauxite producing area in direct access to the largest bauxite consuming region • Darling Range primed to supply the growing demand • Direct shipping routes to expanding export markets 7
Slide 8: Western Australia's bauxite ~45Mtpa
Western Australia’s bauxite ~45Mtpa • Darling Range bauxite mining established in 1955, alumina refining in 1963 • WA supplies 23% global alumina production • Principally due to low refinery costs being: Gibbsite ore with low reactive silica Low mining costs • Existing infrastructure to support
Slide 9: Bauxite Resources Case Study
Bauxite Resources Case Study BRL’s tenements • Cover ~25,000 km2 • Good access to road, rail and ports • JORC classified resource 9
Slide 10: Bauxite Resources Ltd - Case Study
Bauxite Resources Ltd - Case Study • Successful trial mine completed exporting 128,647 tonnes to China in 2010 at: 49% total alumina, 40% available alumina and reactive silica averaging 2.3% • Positive rehabilitation results • Aurora project well advanced – proposal to mine 2Mtpa Environment
Slide 11: Darling Range Beneficiation Potential
Darling Range Beneficiation Potential Test work shows grade improvements with simple beneficiation* Grade quality % Improvement Total AL2O3 (%) Increased by 5.5 - 7.5% Av AL2O3 (%) Increased by 4.9 - 11.2% (148oC) Re SiO2 (%) Reduced by 5.0 - 15.6% Quartz (%) Reduced by 30.0 - 51.6% Organic Carbon R
Slide 12: Supplying the Asian Market: Established Joint Ventures
Supplying the Asian Market Established Joint Ventures HD MINING & INVESTMENTS JOINT VENTURE 12
Slide 13: Supplying the Asian Market: HD Mining & Investments
Supplying the Asian Market HD Mining & Investments subsidiary of Shandong No 1 Institute of Geology and Minerals Exploration • JV established in 2010, covers 1,200km2 Exploration Licences in Darling Range • Placement investment $10M (26 June 2009) • Bauxite rights only • HD Mining earning 60% owners
Slide 14: Supplying the Asian Market: Established Yankuang Joint Venture
Supplying the Asian Market Established Yankuang Joint Venture 14
Slide 15: Alumina Refinery Joint Venture Target (YK)
Supplying the Asian Market Alumina Refinery Joint Venture Target (YK) • 1.1Mtpa Alumina refinery with a feed of 3-3.5Mtpa bauxite • YK will pay 90% of BFS, BRL 10% • YK will pay 91% of the refinery construction cost and receive 70% of the alumina product • BRL will pay 9% of the refinery constructio
Slide 16: Progress over last years
Supplying the Asian Market Progress over last 3 years • Resource growth of 800% to 142Mt bauxite • One development option to five potential project development options • Two established JVs with reputable partners • Trial mine in 2010 – successful bulk metallurgical test outcomes • Above achieved wi
Slide 17: The next months
Supplying the Asian Market The next 18 months • Environmental studies on Aurora project to be completed this year • Project submission for environmental approval in 2013 • Other bauxite projects review 2012/2013 • Further beneficiation test work warranted 17
Slide 18: Thank you
Thank you Presentation by Scott Donaldson Bauxite Resources Ltd Head Office 355 Scarborough Beach Rd Osborne Park WA 6017 T: +61 8 9200 8200 F: +61 8 9200 8299 E: admin@bauxiteresources.com.au W: www.bauxiteresources.com.au 18
Slide 19: Competent Persons Statement
Competent Persons Statement Cardea 1&2, Cardea 3, Juturna, Vallonia, Minerva, Aurora, Rusina and Vallonia Mineral Resources The information in this report that relates to Mineral Resources is based on information compiled by Peter Senini who is a Member of the Australian Institute of Geoscientists.
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