Arafura Rare Earths Limited · ASX:ARU
Arafura Rare Earths — Arafura Resources — Shareholder Meeting (October 2022)
14 slides from Arafura Rare Earths's shareholder meeting presentation, Oct 20, 2022
Slide 1: Annual General Meeting
20/10/2022 Annual General For personal use only Meeting 20 October 2022 (ASX:ARU) 1
Slide 2: Disclaimer
20/10/2022 Disclaimer For personal use only This presentation has been prepared by Arafura Resources Limited (Arafura, Arafura Resources or the Company) and is of a summary form only and therefore contains general background information which may not be complete. It should be read in conjunction wit
Slide 3: NdPr Market Update
20/10/2022 NdPr Market For personal use only Update (ASX:ARU) 3
Slide 4: China NdFeB Exports & China EV Sales
20/10/2022 China NdFeB Exports & China EV Sales For personal use only China NdFeB magnet exports performed strong in the quarter through to June 2022. China EV sales continued the trend of quarter-on-quarter growth to June 2022. In the 12- month period NdPr oxide prices performed well peaking
Slide 5: NdFeB Magnet Output & China Manufacturing Index
20/10/2022 NdFeB Magnet Output & EV demand was strong, exports were stable, but NdFeB magnet China Manufacturing Index production tapered 1H CY2022 For personal use only NdPr price impacted by softer China domestic magnet demand and Sintered NdFeB Magnet Production and China Manufacturing decrea
Slide 6: NdPr for Magnets Critical Component in Clean Energy Sector
20/10/2022 NdPr for Magnets Critical Component in Clean Energy Sector For personal use only Wood Mackenzie forecast an Accelerated Energy Transition (AET) 1.5 °C scenario (Global net zero by 2050) requires significant and prolonged ramping-up of RE production Security of supply will be challenge
Slide 7: Project Execution
20/10/2022 Project For personal use only Execution (ASX:ARU) 7
Slide 8: New Plant Video
20/10/2022 New Plant Video For personal use only Click here for video (ASX:ARU) 8
Slide 9: Project Update
20/10/2022 Project Update For personal use only Global supply chain issues impacting both equipment pricing and delivery times Hydromet engineering – pushing for full “scope lock” by the end of the year All other areas (SAP, Bene, NPI) being tendered to be ready to go following FID Hydromet construc
Slide 10: Funding Strategy Leverages Global Focus on Critical Material Supply Chains
Funding Strategy Leverages Global Focus on 20/10/2022 Critical Material Supply Chains For personal use only Most countries targeting low Arafura has secured conditional letters Targeting Export Credit Agency’s (ECAs) that carbon transport and renewable of support1 for senior debt facilities: will pr
Slide 11: Offtake
20/10/2022 MoU’s signed: Offtake Outstanding effort to secure world class For personal use only OEM’s Hyundai Motor GE Renewable Corporation Energy 1/3 Planned Production1 under MoU with Hyundai Strong interest in our product. Foundation 1,000- Draft Offtakes or 1,500tpa 2940 - negotiation of key Cu
Slide 12: Funding Structure
Funding 20/10/2022 Structure Project Funding MMI Grant For personal use only Requirement Debt MLAs appointed, Societe Generale and NAB ITE report by SRK nearing completion, addendum to the ITE report to be completed following completion of construction tender Debt financing will include untied ECA f
Slide 13: Upcoming Targets
20/10/2022 Upcoming Targets For personal use only Nolans project Economic update November Award Hydromet construction contract and commence ECI Binding Offtake Agreements FID 1H 2023 Commence early works construction Long Lead Equipment Procurement Production 2025 (ASX:ARU) 13
Slide 14: Contact Information
20/10/2022 Contact Information For personal use only Level 6, 432 Murray St Perth WA 6000 Australia +61 8 6370 2800 arafura@arultd.com www.arultd.com (ASX:ARU) 14
Arafura Resources — Shareholder Meeting (October 2022) on 6ix