Abx Group Limited · ASX:ABX
Abx — Corporate Update (June 2022)
23 slides from Abx's corporate update, Jun 7, 2022
Slide 1: CEO Presentation at the Alcore Open Day
ASX Announcement 7 June 2022 ASX: ABX CEO Presentation at the Alcore Open Day For personal use only In accordance with the requirements of Listing Rule 3.1 we submit the attached material being presented at the Alcore Open Day, 7 June 2022, 11:00 am at the Alcore Research Centre, 6 Craftsman Ave, Be
Slide 2: Open Day Presentation
For personal use only (ASX:ABX) Open Day Presentation 7 June 2022 Page 1
Slide 3: Disclaimer
Disclaimer For personal use only This presentation has been prepared by ABx Group Limited ACN 139 494 885 (“ABx” or the “Company”). It should not be considered as an offer or invitation to subscribe for or purchase any securities in the Company or as an inducement to make an offer or invitation with
Slide 4: Agenda
Agenda Strategy For personal use only Technical Progress Technical Plan Commercialisation Page 3 3
Slide 5: Aluminium fluoride and aluminium smelter waste
Aluminium fluoride and aluminium smelter waste For personal use only Aluminium fluoride (AlF3): essential for aluminium smelting • 1.2 million tonnes produced globally per year worth US$1.5 • Traditionally produced billion (US$1,000-1,800 per tonne) from high-cost aluminium • 50% produced in China,
Slide 6: Aluminium fluoride from aluminium smelter waste
Aluminium fluoride from aluminium smelter waste For personal use only Exemplary illustration of circular economy • ABx’s 83%-owned refining technology subsidiary • Developing processes to produce aluminium fluoride using: • Fluorine from tapped bath • Aluminium from dross (an aluminium smelter waste
Slide 7: Alcore process flowsheet (lower risk option)
Alcore process flowsheet (lower risk option) For personal use only Developed by Alcore Existing commercial process 6
Slide 8: Alcore process flowsheet (lower cost option)
Alcore process flowsheet (lower cost option) For personal use only Developed by Alcore Developed by Alcore 7
Slide 9: Customer and supplier engagement
Customer and supplier engagement For personal use only Aluminium smelters Intensive engagement with Australian and international smelters: • Commercial discussions on purchase of aluminium fluoride, and supply of bath and aluminium hydroxide • Endorsement for grant applications • Assessment of alumi
Slide 10: Process economics
Process economics For personal use only • Based on long term aluminium fluoride prices and exchange rates, and estimated costs • For 20,000 t/y aluminium fluoride • Attractive margins under all scenarios Operating Operating AlF3 price FX rate AlF3 price EBITDA Aluminium source Scenario cost margin (
Slide 11: Process scale-up
Process scale-up For personal use only • Rigorous scale-up to reduce technical risk • First aluminium fluoride plant planned for Bell Bay, Tasmania, near existing hydro-powered aluminium smelter Received $7.5m grant 10
Slide 12: Agenda
Agenda Strategy For personal use only Technical Progress Technical Plan Commercialisation Page 11 11
Slide 13: Technical progress
Technical progress For personal use only • Critical processing steps have been demonstrated in laboratory Number of Objective Outcomes Actions experiments Hydrogen fluoride HF quality satisfactory 50 Construct improved reactor from bath Moderate HF yield AlF3 from aluminium AlF3 equivalent to 75 Non
Slide 14: Modelling
Modelling For personal use only • Thermodynamic modelling conducted by international process engineers • Consistent with experimental laboratory results • Provides guidance to optimum reaction conditions, which will be investigated experimentally 13
Slide 15: Agenda
Agenda Strategy For personal use only Technical Progress Technical Plan Commercialisation Page 14 14
Slide 16: Process development strategy
Process development strategy For personal use only • Large enough to provide reasonable scale up factor and validated engineering data • Small enough to provide sufficient flexibility and space allowing improvements 15
Slide 17: Process Optimisation
Process Optimisation For personal use only Chemistry Engineering • Reaction kinetics and thermodynamics • Transfer from batch to continuous process • Optimised reaction conditions • Process behavior and operation data • Product distribution, separation, and • Material handling and process safety pur
Slide 18: Laboratory Rotary Kiln
Laboratory Rotary Kiln For personal use only Investigate range of controlled process conditions • Stainless steel reactor tube • Up to 1000 °C • Capable of rotation and tilt • Vacuum and gas product capture system • Easy to maintain and troubleshoot • Custom modifications can be made • Low-cost oper
Slide 19: Oleum Production Plant
Oleum Production Plant For personal use only What is oleum? • Sulfuric acid with additional dissolved SO3 Why use oleum? • Standard concentrated sulfuric acid can cause corrosion issues and lower yield Why produce oleum on site? • Oleum not produced in Australia, and difficult to import • To obtain
Slide 20: Agenda
Agenda Strategy For personal use only Technical Progress Technical Plan Commercialisation Page 19 19
Slide 21: Alcore aluminium fluoride plants
Alcore aluminium fluoride plants For personal use only • First aluminium fluoride plant planned for Bell Bay, Tasmania, near existing hydro-powered aluminium smelter. Currently assessing specific site locations • Partner with leading international engineering companies • High potential for plants in
Slide 22: Progress and schedule
Progress and schedule For personal use only Chinese production Pilot Commercial 21
Slide 23: ABx Group Limited
For personal use only ABx Group Limited L5 52 Phillip Street Sydney 2000 Australia Phone: +61 2 9251 7177 E: corporate@abxgroup.com.au Julie Young Marketing & Investor Relations Manager E: jyoung@abxgroup.com.au