Abx Group Limited · ASX:ABX
Abx — Australian Bauxite — Brisbane Resources Round-Up 2018
18 slides from Abx's conference presentation, Oct 16, 2018
Slide 1: CEO Presentation at Brisbane Resources Round-Up
ASX ANNOUNCEMENT 16 October 2018 AUSTRALIAN BAUXITE LIMITED ASX: ABX CEO Presentation at Brisbane Resources Round-Up In accordance with the requirements of Listing Rule 3.1 we submit the attached material is being For personal use only presented at the 2018 Mining Resources Convention. Mr Ian Levy,
Slide 2: Australian Bauxite Limited - Brisbane Resources Roundup
AUSTRALIAN BAUXITE LIMITED For personal use only Mine AUSTRALIAN BAUXITE LTD ABX Refine Ship Generate Brisbane Resources Roundup 17 th October 2018 L2, 131 Macquarie St Sydney 2000 Australia Ian Levy, Managing Director & CEO Phone: +61 2 9251 7177 Mobile: +61 407 189 122 E: corporate@australianbauxi
Slide 3: Corporate Overview
Corporate Overview ASX code ABX ASX code ABX $0.20 3 Trading Volume Share Price A$ Listed 24 Dec 2009 @ $0.20 $0.18 For personal use only Issued shares 146 million $0.16 Options 0 million $0.14 2 52 week range $0.10 - $0.16 $0.12 Millions AUSTRALIAN BAUXITE LTD ABX Average daily volume 125,000 $0.10
Slide 4: ABx bauxite deposits and first mine in Tasmania
ABx’s first mine in Tasmania. = ABx bauxite deposits Next project QLD, then NSW For personal use only Total Resources Gove 137 million tonnes Weipa Targeting $10 to $20 operating margins per tonne Binjour High Grade AUSTRALIAN BAUXITE LTD ABX Bauxite Project Trial mine & process +37Mt resources dril
Slide 5: Bauxite's main use is for aluminium
Bauxite’s main use is for aluminium. “Metallurgical-grade bauxite” For personal use only Past: Over-supplied 2015 to 2017. Prices fell 40%. Today: Recovering strongly in late 2018 as aluminium demand is growing AUSTRALIAN BAUXITE LTD ABX 5 tonnes 2 tonnes 1 tonne bauxite alumina aluminium Refractori
Slide 6: Bauxite Markets & ABx Strategy
Bauxite Markets & ABx Strategy For personal use only 1. Metallurgical bauxite for aluminium industry (strong signs of recovery) • + 100 million tonnes pa traded globally 2. Cement-grade bauxite demand is a strongly growing market (profitable prices) AUSTRALIAN BAUXITE LTD ABX • 25 million tonnes pa
Slide 7: Mines & transport in Tasmania ideally located
For personal use only Mines & transport in Tasmania ideally located Bell Bay Port Portside Project Mining & Rehabilitation DL-130, Rubble Flat Project Launceston AUSTRALIAN BAUXITE LTD ABX Nile Road Project Fingal Rail Project Campbell Town Bald Hill Bauxite Mine Screening & blending Hobart Loading
Slide 8: Simple Production
Simple Production RETURNS TO GRAZING IN 3 YEARS Bald Hill Mine Tasmania Bauxite types ready for blending For personal use only AUSTRALIAN BAUXITE LTD ABX Photo: Paul Scambler, The Examiner Blending to customer’s specifications Bauxite product ready for trucking 7
Slide 9: Simple Delivery to Port
For personal use only Simple Delivery to Port AUSTRALIAN BAUXITE LTD ABX Truckloading at Bald Hill Mine Trucking from mine to Bell Bay Port Delivery to Bell Bay Port Stockpile Stockpile at Bell Bay Port 8 Delivered 2 weeks ahead of schedule: sold extra 5,000 tonnes
Slide 10: Maximum value enhancement
Maximum value enhancement For personal use only AUSTRALIAN BAUXITE LTD ABX Low grade bauxite AlF3 electrolyte for Aluminium Smelters Low grade coal (black or brown) AlF3 AlF3 electrolyte for Refinery module Lithium-ion batteries Fluorosilic Acid “FSA” design example A by-product from Corethane for e
Slide 11: ALCORE Refining Co-products
ALCORE Refining Co-products Bauxite &/or coal ash = 36% Al2O3 + Fe2O3 + SiO2 + TiO2 For personal use only Reagents: 2 Fluorine acids & water (mainly “FSA” a waste $50/t acid from fertiliser plants and used for water fluoridation). Process AUSTRALIAN BAUXITE LTD ABX Grind Bauxite &/or coal 1. All min
Slide 12: Why Invest in ALCORE?
Why Invest in ALCORE? 11 This Australian CORE technology has operated successfully before For personal use only 1. In Japan 1981-86 producing 200,000 tonnes of Corethane for US Military tests 2. In Cooma NSW 2001-07 refining graphite & other ores, including bauxite ALCORE helped patent CORE technolo
Slide 13: AlF3 markets are very strong
AlF3 markets are very strong Aluminium Fluoride AlF3 Prices $2,000 Prices strong For personal use only $1,800 Market prices AlF3 prices positive AlF3 Price US$/tonne FOB China $1,600 $1,400 trend since 2012. ALCORE’s target price $1,200 Recent price jump AUSTRALIAN BAUXITE LTD ABX $1,000 Target Marg
Slide 14: Binjour Project, Queensland: Biggest/Best Deposit
Binjour Project, Queensland: Biggest/Best Deposit Largest, highest grade new trihydrate gibbsite bauxite project in Pacific Basin 37 million tonnes @ +44% Al2O3 defined to date & new discoveries found For personal use only Trial Mining & Processing soon. Negotiations with Governments, banks, custome
Slide 15: Penrose Quarry Discovery, NSW: Refractory Grade
For personal use only Penrose Quarry Discovery, NSW: Refractory Grade AUSTRALIAN BAUXITE LTD ABX PENROSE Al2O3 SiO2 Fe2O3 TiO2 LOI BAUXITE % % % % % Lower White 54.6 6.6 3.3 7.6 27.7 Bauxite Layer 14
Slide 16: Forward Looking Statement
Forward Looking Statement Whilst based on information from sources considered reliable, Australian Bauxite Limited (ABx), its directors, employees and consultants do not represent, warrant or guarantee, expressly or impliedly, that the information in this document and For personal use only presentat
Slide 17: ABx JORC-Compliant Mineral Resources
For personal use only AUSTRALIAN BAUXITE LTD ABX ABx JORC-Compliant Mineral Resources 1 Maiden Tasmania Resource 08/11/2012 Information in this table relates to Mineral Resources 2 Binjour Resource announced 18/06/2018 previously reported via ASX announcements according 3 QLD Mine Lease 80126 Resour
Slide 18: Good Landholder Relations
Good Landholder Relations ABX endorses best practices on agricultural land to leave land and environment better than we find it. We only operate where we are welcomed For personal use only AUSTRALIAN BAUXITE LTD ABX 17
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