Australian Rare Earths Limited · ASX:AR3
Australian Rare Earths — Investor Presentation (July 2021)
13 slides from Australian Rare Earths's investor presentation, Jul 1, 2021
Slide 1: Corporate Presentation
Corporate Presentation For personal use only ASX:RMS July 2021 Rick Pobjoy Director ASX: AR3 AUSTRALIAN RARE EARTHS LIMITED: | July 2021 ASX: AR3 1 1
Slide 2: Disclaimer & Forward Looking Statements
DISCLAIMER & FORWARD LOOKING STATEMENTS Australian Rare Earths Limited (‘AREL’ of the ‘Company’) does not purport to give financial or investment advice. No account has been taken of the objectives, financial situation or needs of any recipient of this document. The opinions and recommendations in t
Slide 3: Investment Highlights
INVESTMENT HIGHLIGHTS Australia’s only prospective ionic clay hosted REE deposit and one of two listed opportunities globally For personal use only Maiden resource identified with ability to rapidly expand through low cost drilling Favourably located in Australia with access to a skilled workf
Slide 4: Corporate Information
CORPORATE INFORMATION Board & Management For personal use only Current Shares Outstanding (m) 110.7m • Metallurgist with over 50 years experience in operations, project Capital Structure development and marketing Market Capitalisation at IPO (@ 30c per share) $33.2m • Internationally recognised expe
Slide 5: Australia's Only Prospective Ionic Clay REE Deposit
KOPPAMURRA: AUSTRALIA’S ONLY PROSPECTIVE IONIC CLAY REE DEPOSIT Ionic Clays Hard Rock For personal use only • Currently mined in China and Myanmar, but resources are • China still dominates but mines in production and under Location depleting development in USA, Australia etc • Supply virtually all
Slide 6: Location & Discovery
KOPPAMURRA: LOCATION & DISCOVERY • ~4,000km² of prospective tenure in south-east South Australia and For personal use only western Victoria across two granted ELs and three ELAs • Historic drilling data and samples available form State core repositories were accessed for TREO assay which demonstrate
Slide 7: Ongoing Exploration Program
KOPPAMURRA: ONGOING EXPLORATION PROGRAM • Results from the historic core resampling were used to design an For personal use only initial drill program seeking to rapidly define an initial resource • Initial access to land for exploration was mainly road verges and public tracks at between 400m and 1
Slide 8: Maiden Resource
KOPPAMURRA: MAIDEN RESOURCE • JORC 2021 Inferred Mineral Resource of 39.9Mt @ Koppamurra April 2021 MRE1 For personal use only 725ppm TREO1 TREO- Tonnes TREO LREO HREO CREO ThO2 U3O8 Prospect Zone CeO2 ‒ A feature of the Koppamurra Mineral Resource is low (Mt) (ppm) (ppm) (ppm) (ppm) (ppm) (ppm) (pp
Slide 9: Metallurgical Testwork
KOPPAMURRA: METALLURGICAL TESTWORK • Initial mineralogical assessments performed by CSIRO in Adelaide Initial ANSTO TREO (excl. Ce) recovery results For personal use only were followed up by two rounds of desorption testing by ANSTO - Australia's leading hydrometallurgical research and development K
Slide 10: High Value REE Assemblage
KOPPAMURRA: HIGH VALUE REE ASSEMBLAGE • Unlike many listed REE explorers/developers Koppamurra Forecast Koppamurra basket value through to 2030 For personal use only has a relatively high proportion of heavy rare earths, particularly Dysprosium and Terbium, along with Neodymium and Praseodymium, all
Slide 11: The Timing Is Right
KOPPAMURRA: THE TIMING IS RIGHT Both upstream and downstream supply of REEs is dominated by China For personal use only AREL considers this to be a fortuitous time to be progressing a potential district scale ionic clay REE opportunity at Koppamurra given: 1• Western Governments have identified rare
Slide 12: Advancing Koppamurra
ADVANCING KOPPAMURRA • $12m IPO completed at $0.30 per share, enterprise value of ~$21m For personal use only • Key focus on immediately commencing key work activities at Koppamurra • Recent 79 hole drilling program completed within and extensional to the existing resource – Assay results expected i
Slide 13: Why Invest in Australian Rare Earths
WHY INVEST IN AUSTRALIAN RARE EARTHS For personal use only Unique asset in a strategic Tier 1 mining jurisdiction High demand for Koppamurra’s assemblage of REEs in future economies Targets identified; Low cost drilling Fully funded program to significantly expand resources AUSTRALIAN RARE EARTHS LI
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