Abx Group Limited · ASX:ABX

Abx — Tasmanian Minerals, Manufacturing and Energy Council Annual Conference 2025

15 slides from Abx's conference presentation, Jul 30, 2025

  1. Slide 1: Fluorine waste recycling: producing industrial chemicals from aluminium smelter waste

    (ASX:ABX) For personal use only Fluorine waste recycling: producing industrial chemicals from aluminium smelter waste Mark Cooksey Managing Director Tasmanian Minerals, Manufacturing and Energy Council Annual Conference Paranaple Convention Centre, Devonport Wednesday 30 July 2025, 1:35pm Page 1

  2. Slide 2: Disclaimer

    Disclaimer 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 respect to those secu

  3. Slide 3: Delivering materials for a cleaner future

    For personal use only Delivering materials for a cleaner future Rare earths: Supplying light and Fluorine waste recycling: Bauxite: Mining bauxite resources heavy rare earths from Tasmania Producing industrial chemicals for the aluminium, cement and into Western supply chains from aluminium smelter

  4. Slide 4: Investment Proposition

    Investment Proposition Low-cost hydrogen fluoride production using aluminium smelter bath waste For personal use only Will enable hydrogen fluoride production in Australia, to reduce 100% reliance on imports Strongly increasing Team Experienced and capable  demand for fluorine Batteries  Supply sh

  5. Slide 5: Strongly increasing demand for fluorine

    For personal use only Strongly increasing demand for fluorine Significant traditional markets Rapidly growing demand for renewable energy Fluorine chemical Applications Fluorine chemical Applications Aluminium fluoride Aluminium smelting Lithium Li-ion batteries (electrolytes) HCFC Refrigerants hexa

  6. Slide 6: Supply shortage: limited supplies of fluorspar

    Supply shortage: limited supplies of fluorspar Increasing fluorspar prices Government recognition For personal use only 600 Critical Minerals Lists China 97% min fluorpsar price (USD/t) 500 Fluorspar USA 400 Europe Japan 300 Canada 200 Fluorine Australia 100 0 “In 2035, fluorspar demand will exceed c

  7. Slide 7: New fluorine source available: aluminium smelter bath waste

    New fluorine source available: aluminium smelter bath waste • Fluorine is an essential chemical for aluminium Increasing surplus of aluminium smelter bath For personal use only smelting • 50% of fluorine leaves aluminium smelting process 350,000 as aluminium smelter bath 300,000 Bath (tonnes/year) 2

  8. Slide 8: Process is low risk

    Process is low risk Smelter bath Low technical risk Process is adaptation of existing For personal use only commercial process to produce hydrogen fluoride from fluorspar Aluminium Exemplary demonstration smelting of circular economy HF Metal AIF3 sulfates Aluminium Hydrogen fluoride fluoride e.g. M

  9. Slide 9: Significant cost advantage of replacing fluorspar with bath

    Significant cost advantage of replacing fluorspar with bath A rare opportunity that is financially, strategically and environmentally attractive For personal use only • ALCORE process produces same hydrogen fluoride product using a much lower cost feed material Indicative Opertating Cost Utilities,

  10. Slide 10: Vision for fluorine recycling business

    For personal use only Vision for fluorine recycling business Expansion Recycle smelter waste from the global aluminium industry Demonstration Production Demonstrate chemical Construct plant to produce process for recycling hydrogen fluoride and aluminum smelter waste aluminium fluoride from aluminiu

  11. Slide 11: Pathway to production: Project development

    Pathway to production: Project development ALCORE has first mover advantage   For personal use only Commercial Commercial Continuous Laboratory Batch Pilot Stage 1 Stage 2 Pilot 300g bath 3 kg bath 200 kg/h bath 3,000 kg/h bath 20 kg/h bath NSW NSW 1,200 t/y AlF 3 20,000 t/y AlF 3 Tasmania $2m (la

  12. Slide 12: Pilot plant location

    For personal use only Pilot plant location ALCORE pilot plant Bell Bay aluminium smelter ASX: ABX 12

  13. Slide 13: Pilot plant facility

    For personal use only Pilot plant facility • Orders placed for all key equipment. Most of the specialised equipment is being fabricated by overseas suppliers • Site preparation commenced • Expected that equipment will be delivered late 2025 / early 2026 ASX: ABX 13

  14. Slide 14: Investment Proposition

    Investment Proposition Low-cost hydrogen fluoride production using aluminium smelter bath waste For personal use only Will enable hydrogen fluoride production in Australia, to reduce 100% reliance on imports Strongly increasing Team Experienced and capable  demand for fluorine Batteries  Supply sh

  15. Slide 15: ABx Group Limited

    For personal use only ABx Group Limited www.abxgroup.com.au Level 4, 100 Albert Rd South Melbourne VIC 3205 Australia Phone: +61 3 9692 7222 E: investors@abxgroup.com.au Mark Cooksey Managing Director and CEO E: mcooksey@abxgroup.com.au

ABx Group — Tasmanian Minerals, Manufacturing and Energy Council Annual Conference 2025 on 6ix